Primary Gold...die Gold-Bombe aus Australien.

Primary Gold ist ein Gold-Explorer und Nahzeitproduzent im TIR 1 Land Australien.

Mit 1,4 Millionen Unzen Gold im Boden von Nord/West und Süd/West Australien.

Hier die Internet-Seite von Primary Gold:

http://www.primarygold.com.au/

Die WKN Nummer lautet:    A1T6L7
 

Börsenbewertung!!!

39 Australische $-Cent pro Aktie!
Der aktuelle Aktien-Preis: 13 A Cent

Hier die PDF-Datei vom Research-Haus Patersons:  

Sind stolze 200 % bis zu diesem "Price Target"

12 August 2016 12mth Rating SPECULATIVE BUY Price A$ 0.13 Target Price A$ 0.39 12mth Total Return % 200    RIC: PGO.AX BBG: PGO AU Shares o/s m 451.8 Free Float % 85 Market Cap. A$m 58.7 Net Debt (Cash) A$m 4.5 Net Debt/Equity % na 3mth Av. D. T’over A$m 0.167 52wk High/Low A$ 0.14/0.02 2yr adj. beta  
Valuation:   Methodology  DCF Value per share A$ 0.39  

We are on the good stuff here ... management & board team is seriously getting attention in the market.

Patersons just analysed the recent Coolgardie deal and come out with new detailed research note calling for 39c target. Will be uploaded for all to read soon I imagine.



Highlights here:

Primary Gold Limited (PGO)             $0.13/sh
Recommendation: Speculative Buy
Analyst:  Simon Tonkin                        
Near Term Gold Opportunity
Investment Highlights
•Primary Gold Limited (PGO) has made the strategic acquisition of the Coolgardie Gold Project in Western Australia.  The project offers a near-term development option with an existing 200,000oz resource base on an existing mining lease.  PGO has commenced discussions with contract miners with plans to process ore through toll treatment facilities located in close proximity, commencing in 2017.
•We see the Coolgardie project as having the potential to deliver a c.40kozpa gold operation generating $65m over 4 years with minimal start-up capital.  Funds generated from the project could part-fund its larger scale Mt Bundy project in the Northern Territory, which represents a medium-term development option.
•Overall, we are increasing our target price to $0.39/sh (from $0.26/sh) as we incorporate production from the Coolgardie Gold Project.  We have also changed our valuation methodology for Mt Bundy from a peer analysis to discounted cashflow (DCF).
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Das Tigger Symbol auf HC lautet:

PGO  

 

heute Nacht, wurde eine neue Präsentation herausgebracht.
Hier der Link zur PDF Datei:

file:///C:/Users/User/Downloads/nASXbp9Rx1_PGO_1472002892%20(2).p­df  

 

I was a participant in the annual Diggers & Dealers conference last week. It was pleasing to see the amount of interest from fund managers at the PGO booth. I saw a regular line of people wanting to talk to CEO Pat over the 3 days. There was also strong interest in the recent acquisition. The mining engineers and mechanical engineers that were around Kalgoorlie all agreed it was not going to be difficult to get the Coolgardie operation back up & running and making early cashflow.

This is very important for PGO's development as we can recycle the cash from Coolgardie asset into our NT operations and prove that up on a much larger scale.

The fund managers were lamenting how there are really very few independent +100,000oz gold developers on the ASX for them to buy at the moment. There is CMM which is capped at a significant premium to PGO and Gascoyne which is capped well above. None of these have the pedigree of Patrizi, Mills and Walta involved.

I think we will see continued interest in PGO and I look forward to the detailed investor presentation on Coolgardie when they are ready.

Good luck to all.  

den 3-fachen Preis als Preisziel herausgegeben hat!
Und ein NVP von genialen 290 Mio A$

Leute...wir sind bei 60 Mio A$ Börsenwert!  

folgendes angenommen:
für das Jahr 2021 (in 5 Jahren)
Goldpreis von 1993 Australische Dollar (z.Z. 1740 A$)
94 Mio A$ Cash-Flow!

Bei einem KCV von 5 ergäbe dies einen Börsenwert von 470 Mio A$.
somit dem 8-fachen von heute.

Da ich persönlich auf weit höhere Gold-Preise in 5 Jahren spekuliere....
kann PGO weit aus höher bewertet werden.
 

Auf Seite 2 der Patersons Datei steht, dass die Goldprojekte das Potential haben,
150 000 Unzen Gold p.A. (also pro Jahr) zu produzieren!
Vergleichbare Goldproduzenten haben einen Börsenwert von 400 bis 640 Mio A$

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INVESTMENT SUMMARY
We are upgrading our valuation on PGO to $0.39/sh (from $0.26/sh) following the recent acquisition of the Coolgardie gold project.  We believe there is potential in the near term to establish a c.40kozpa gold operation at Coolgardie from 2017.  We calculate based on the existing resource base that the project has the potential to generate $65m over 4 years (40kozpa at AISC of $1,200/oz).  These funds could be used towards the development of the Company’s larger scale Mt Bundy project in the Northern Territory.  We calculate the potential for production rates from Mt Bundy of 125-170kozpa for 6 years could be possible assuming a 34Mtpa plant and the conversion of 75% of the existing 1.2Moz Mineral Resource into Ore Reserves.  We have used in our DCF model a 3.5Mtpa operation producing 140kozpa of recoverable ounces.  Assuming PGO can add ounces to Coolgardie then potentially the Company could have two operating gold mines producing a combined total of well over 150kozpa  

http://www.abnnewswire.net/press/en/84240/PGO  

We see significant upside in the current share price ($0.10 / share) as we value Primary at $0.30 / share. This valuation could increase further through exploration success, as our expanded mine life scenario has a valuation of 0.47 / share  

auf aktuell 11,5 A$-Cent
 

 

der Preis der oben angezeigt wird ist ein Witz!
....wer stellt solche einen Kurs in Deutschland
Primary Gold ist 200 bis 300 % unterbewertet gegenüber Peers

DYOR...Rumpelofen  

Das sind über 300 % zum aktuellen Preis von 10 A$-Cent
 

Sehr interessant wird es ab Minute 4,15
Wenn man nur grob vergleicht, kann man deutlich erkennen, das
Primary mindestens 300 % unterbewertet ist gegenüber den australischen Peers.

Wann erkennt dies der Markt?
die Zeit wird kommen...  

Habe mir gerade die Präsentation von Pershing Gold angeschaut.
Pershing hat in Nevada:  778  000 Unzen Gold in Reserve (m+i)

Primary Gold hat in Australien: 1,4 Millionen Unzen

Pershing plant 88 500 Unzen Gold im Jahr zu produziueren.
Primary Gold plant ÜBER 150 000 Unzen Gold im Jahr zu produzieren.

Börsenwert Perhing Gold z.Z. : 145 Millionen A$
Börsenwert Primary Gold z.Z. : 39 Millionen A$

Im direkten Vergleich, müsste Primary Gold mit min. 250 Millionen A$ bewertet sein.
Mein 2 Jahres Preisziel sind somit 0,57 A$ bei gleichbleibendem Goldpreis.

DYOR....Rumpelofen


 

file:///C:/Users/User/Downloads/nASX3LMzgs_PGO_1476922170.pdf