貴金屬投資技術(shù)分析英文版(51)-資料下載頁(yè)
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【正文】 al – Gold production since 1873. ? Ghana based production possibly the best sovereign risk in Africa. ? High cost producer. (+$700). ? Difficult orebody now understood and to be profitably exploited. ? Production Cost declines expected ? Exchange Traded Options ? Infrastructure pleted ? Negative market sentiment ? Reserves Calculated at $560 ? Massive undervalue on Peer Comparison basis. Portfolio Composition/Stock Selection Appendix Profile Listing: NYSE, TSE Production . mio Reserves (P+P off US$550) 50 Mio + Mine Life 15 YEARS+ No of Operations 16 Share Price US$ Market Cap 23 Billion US$ Shares issued 731 mio WAV (NYTOR) 18 million shares Resources 25 million + Cost per Oz Reserve. $450 ? Cornerstone investment of the AgAu Portfolio. ? “Bombproof” gold investment. ? The lowestcost and fastest growing multimillion ounce gold producer. ($300) ? Canada/USA production. ? Significant Silver exposure ? Highly liquid ? Exchange Traded Derivatives and Options markets. ? Control one of the worlds most lucrative and underexplored Gold zones. Red Lake. ? Massive exploration upside potential and budget. ? Dividends. ? Debt Free ? Non Hedger. ? Reserves calculated at $550 Goldcorp Inc Golden Star Resources Limited Profile Listing AMEX, TSE Production 300K Reserves (P+P) Mio Mine Life 12+ years No. of Operations 3 Share Price US$ Market Cap US$200 mio Shares Issued 240mio WAV (NYTOR) 15 million shares Resources 2 million ozs Cost per Oz Reserve $80 AgAu Capital selects appropriate Precious Metal equity investments following intensive analysis focussed on maximum leverage to the gold price via proprietary qualitative and quantitative measures. Examples such as : Portfolio Composition/Stock Selection Appendix Silver Standard Resources Inc Profile Listing: NASDAQ, TSE Production . Soon to Commence Reserves (P+P off US$11 ag) 200 Mio + Mine Life 10 YEARS+ No of Projects 15 Share Price US$18 Market Cap Billion US$ Shares issued 67 mio WAV (NYTOR) 8 million shares Resources(ag) 1 Billion + Cost per Oz Reserve Ag. US$6 ? Cornerstone Silver investment. ? Largest inground silver resources in the world. ? Projects in USA, Canada, Australia, Mexico, Peru, Chile and Argentina. ? Control of historic silver producing areas ? Pure Silver Call Option ? High cutoff grades for Reserve and Resource estimates ? Transition to Silver Producer on budget and timetable. ? Exchange Traded Derivatives and Options markets. ? Massive exploration upside potential and budget. ? Debt Free ? Non Hedger. Lihir Gold Limited Profile Listing ASX,TSE, Nasdaq Production 1mio Reserves (P+P) 24 Mio Mine Life 15+ years No. of Operations 3 Share Price US$ Market Cap US$ Billion Shares Issued Billion WAV (ASX) 100 million shares Resources 35 million ozs Cost per Oz Reserve US$180 ? Low cost Proven and Probable Reserves. ? Significant exploration potential Victoria – Gold production since 1850. ? Total control of historic Ballarat Goldfield ? Recent closeout of hedge book. ? Geothermal Power Station on site. ? PNG Sovereign risk negligible due to Geography. ? Medium cost producer. (+$450). ? Exchange Traded Options ? Infrastructure ? Reserves Calculated at $600 AgAu Capital selects appropriate Precious Metal equity investments following intensive analysis focussed on maximum leverage to the gold price via proprietary qualitative and quantitative measures. Examples such as : Representative Transactions Appendix Gold/Oil Rati o 199 52 0080 . 0 05 . 0 01 0 . 0 01 5 . 0 02 0 . 0 02 5 . 0 03 0 . 0 0Feb95Feb96Feb97Feb98Feb99Feb00Feb01Feb02Feb03Feb04Feb05Feb06Feb07Feb08G ol d/ O i l R a t i o? Sell Oil – Buy Gold at 7 Barrels per ounce Strategic Long term trade first published at August 30, 2022 (and every month or so thereafter). Representative Transactions Appendix Dow /Gold Ratio 1 995 20 080 . 0 05 . 0 01 0 . 0 01 5 . 0 02 0 . 0 02 5 . 0 03 0 . 0 03 5 . 0 04 0 . 0 04 5 . 0 0Feb95Feb96Feb97Feb98Feb99Feb00Feb01Feb02Feb03Feb04Feb05Feb06Feb07Feb08D ow / G ol d R a t i o? Sell Dow Jones 30 Index – Buy Gold at 25 Strategic Long term trade first published at – June 20, 2022. Australian Financial Services License Appendix ? AgAu Capital is regulated by the Australian Securities and Investments mission (ASIC) ? AgAu Capital has held an AFSL (306152) since Nov 06
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