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Shareville
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10 juli10 juliStock Summary (from last analysis - 06/03/2025) 1911 Gold has the Rice Lake property (125,000 acres) in Manitoba, Canada. It includes the True North mine (1.1 million oz at 4 gpt) and 1300 tpd permitted mill (can be expanded to 2200 tpd). This was owned by San Gold, which was valued at over $1 billion in 2012, when it was producing 70,000 oz. Plus, the Ogama-Rockland deposit has 300,000 oz at 8 gpt. The True North mine resource size changes based on the cut-off used for mining. At a 2 gpt AU cut-off, you get 1.1M oz at 4 gpt AU. At a 3 gpt cut-off, you get 800K oz at 5 gpt AU. At $2500 gold, I think we can expect the 2 gpt cut-off to be economic. They will release a new scoping soon that will show the expected costs and economics. The True North mine is open and depth and will grow in size. Plus, their regional exploration targets are significant on the large Rice Lake property. Once they restart production and begin generating FCF, I expect them to be successful with exploration. The True North mine and mill are fully permitted. However, it will require around $30 million and 2 years to put it back into production. Most of this money will be needed to refurbish the mill. Once they get less than 1 year away from the restart, I would expect the stock to double or triple in value. I consider 1911 Gold to be both a development play and an optionality play. At what gold price does the True North deserve to be valued at $150 per oz? At 1.4M oz x $150 = $210M. Their current FD mkt cap is $39M. They plan to focus on True North and do regional exploration (on Rice Lake) and scoping studies. Plus, they might consider doing exploration on Ogama-Rockand, which has 300K oz at 8 gpt and Central Manitoba (historic resource from 2013). Those two deposits could supplement the True North ore. In addition to Rice Lake, they have two properties in Ontario (Tully and Denton-Keefer), both of which are early exploration. And they have significant exploration potential on their large Rice Lake property. They have strong insiders, including Eric Sprott at 17%, strategic investors at 12%, and management/insiders at 6%. These insiders want to restart the mine and get an easy 10-bagger at $3500 gold. They have $300M in tax credits. The mill would require $300M to replace. Plus, the money already spent on drilling and permitting is easily worth another $50M. Why would they sell for less than $300M, if at all?
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Nyheter & Analyser
Det finns för närvarande inga nyheter
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Nyheter & Analyser
Det finns för närvarande inga nyheter
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Shareville
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- 10 juli10 juliStock Summary (from last analysis - 06/03/2025) 1911 Gold has the Rice Lake property (125,000 acres) in Manitoba, Canada. It includes the True North mine (1.1 million oz at 4 gpt) and 1300 tpd permitted mill (can be expanded to 2200 tpd). This was owned by San Gold, which was valued at over $1 billion in 2012, when it was producing 70,000 oz. Plus, the Ogama-Rockland deposit has 300,000 oz at 8 gpt. The True North mine resource size changes based on the cut-off used for mining. At a 2 gpt AU cut-off, you get 1.1M oz at 4 gpt AU. At a 3 gpt cut-off, you get 800K oz at 5 gpt AU. At $2500 gold, I think we can expect the 2 gpt cut-off to be economic. They will release a new scoping soon that will show the expected costs and economics. The True North mine is open and depth and will grow in size. Plus, their regional exploration targets are significant on the large Rice Lake property. Once they restart production and begin generating FCF, I expect them to be successful with exploration. The True North mine and mill are fully permitted. However, it will require around $30 million and 2 years to put it back into production. Most of this money will be needed to refurbish the mill. Once they get less than 1 year away from the restart, I would expect the stock to double or triple in value. I consider 1911 Gold to be both a development play and an optionality play. At what gold price does the True North deserve to be valued at $150 per oz? At 1.4M oz x $150 = $210M. Their current FD mkt cap is $39M. They plan to focus on True North and do regional exploration (on Rice Lake) and scoping studies. Plus, they might consider doing exploration on Ogama-Rockand, which has 300K oz at 8 gpt and Central Manitoba (historic resource from 2013). Those two deposits could supplement the True North ore. In addition to Rice Lake, they have two properties in Ontario (Tully and Denton-Keefer), both of which are early exploration. And they have significant exploration potential on their large Rice Lake property. They have strong insiders, including Eric Sprott at 17%, strategic investors at 12%, and management/insiders at 6%. These insiders want to restart the mine and get an easy 10-bagger at $3500 gold. They have $300M in tax credits. The mill would require $300M to replace. Plus, the money already spent on drilling and permitting is easily worth another $50M. Why would they sell for less than $300M, if at all?
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Antal
Köp
0
Sälj
Antal
0
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Högst
0,27VWAP
Lägst
0,25OmsättningAntal
0 162 617
VWAP
Högst
0,27Lägst
0,25OmsättningAntal
0 162 617
Mäklarstatistik
Ingen data hittades
Kunder har även besökt
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
Kalender är inte tillgänglig | ||
Nyheter & Analyser
Det finns för närvarande inga nyheter
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Företagshändelser
| Nästa händelse | |
|---|---|
Kalender är inte tillgänglig | |
| Tidigare händelser | ||
|---|---|---|
Kalender är inte tillgänglig | ||
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
Logga in
- 10 juli10 juliStock Summary (from last analysis - 06/03/2025) 1911 Gold has the Rice Lake property (125,000 acres) in Manitoba, Canada. It includes the True North mine (1.1 million oz at 4 gpt) and 1300 tpd permitted mill (can be expanded to 2200 tpd). This was owned by San Gold, which was valued at over $1 billion in 2012, when it was producing 70,000 oz. Plus, the Ogama-Rockland deposit has 300,000 oz at 8 gpt. The True North mine resource size changes based on the cut-off used for mining. At a 2 gpt AU cut-off, you get 1.1M oz at 4 gpt AU. At a 3 gpt cut-off, you get 800K oz at 5 gpt AU. At $2500 gold, I think we can expect the 2 gpt cut-off to be economic. They will release a new scoping soon that will show the expected costs and economics. The True North mine is open and depth and will grow in size. Plus, their regional exploration targets are significant on the large Rice Lake property. Once they restart production and begin generating FCF, I expect them to be successful with exploration. The True North mine and mill are fully permitted. However, it will require around $30 million and 2 years to put it back into production. Most of this money will be needed to refurbish the mill. Once they get less than 1 year away from the restart, I would expect the stock to double or triple in value. I consider 1911 Gold to be both a development play and an optionality play. At what gold price does the True North deserve to be valued at $150 per oz? At 1.4M oz x $150 = $210M. Their current FD mkt cap is $39M. They plan to focus on True North and do regional exploration (on Rice Lake) and scoping studies. Plus, they might consider doing exploration on Ogama-Rockand, which has 300K oz at 8 gpt and Central Manitoba (historic resource from 2013). Those two deposits could supplement the True North ore. In addition to Rice Lake, they have two properties in Ontario (Tully and Denton-Keefer), both of which are early exploration. And they have significant exploration potential on their large Rice Lake property. They have strong insiders, including Eric Sprott at 17%, strategic investors at 12%, and management/insiders at 6%. These insiders want to restart the mine and get an easy 10-bagger at $3500 gold. They have $300M in tax credits. The mill would require $300M to replace. Plus, the money already spent on drilling and permitting is easily worth another $50M. Why would they sell for less than $300M, if at all?
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Antal
Köp
0
Sälj
Antal
0
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| - | - | - | - |
Högst
0,27VWAP
Lägst
0,25OmsättningAntal
0 162 617
VWAP
Högst
0,27Lägst
0,25OmsättningAntal
0 162 617
Mäklarstatistik
Ingen data hittades