Tahoe Resources TAHO

There are 2 possible companies

[materialsgirl]

A  THO including Escobar.  It is worth $10 a share or more
B  THO excluding Escobar.  It is worth $2 or $3

Therefore all analyst forecasts or valuations by analysts are not so meaningful without describing which company we are talking about.

one house expects

1  July 2018 restart.           Most likely
2  January 2018  restart.    less likely
3 January 2019 or later     even less likely

If the share price, plunges further to about C$4 it will offer a great risk/reward circumstance.

I have no opinion and no guess as to what will evolve in Guatemala except for one thing. Global miners have already downgraded the jurisdiction big time.  The matter is sure to go to the International courts in 2018 unless there is a resolution.

[Weeble]

If there is no restart they could need to renegotiate financing under grim conditions.   Don't forget that there are problems in Peru as well with the La Arena mine being under blockade.   Based on their past record, do you trust management to tell you what is really going on?  The way they have released this news doesn't seem right.  Either they are being

[Weeble]

Everybody should look at page 15 and 16 of the MD and A.  With Escobal shut down, La Arena really needs to stay online. 

[phil_t]

Just curious, how do you arrive at $2-3 for THO without Escobal

[materialsgirl]

How do I arrive at $2 or $3 a share.  Your question is a very reasonable one. Firstly, at current commodity prices, the businesses will never earn a profit.  So, the intrinsic value is zero. However, in the metal space, hope springs eternal.  Investors are willing to pay real money for a shot at cashing in when and if commodity prices blossom. There is no way to measure the

[Jigsaw]

O.M.G.   how did we go from a temporary suspension to 2 bucks a share and expropriation....like absolute pessimism to the max on regurgitated news on Friday...and you don't even hold a single share.   Sooooo tired of over analysis of what could happen.....so tired of commentary from non-shareholders.. Friday had only 2 statements worth noting: 1.  Tomorrow is the hearing at

[tadig]

It also seems they are suspending development of ther gold sites. The NR reads that dev will recommence once operations have recommenced. They are in cash preservation mode until the resolution of the trial. Hopefully this gets dismissed at trial or resolved quickly regardless. 

[BASTILLEDAY4U]

Tahoe lost 70+ million in 2015 with Escobal producing more silver than it did in 2016. I can't imagine how bad the numbers for year end 2017 could be without revenue from Escobal.

[tadig]

That loss was due to a $220M impairment from the Rio Alto acquisition. All mines are cash cows and perform better than mid-cap peers on AISC 

[ch08532]

The NR stated that the appeal to restart the mine was denied and now the longer term legal battle begins. Shareholders hoping for a 3 month pause at the mine now is pushed out  another 7-12 months to find out the next milestone. This now has the potential to drag on. This result will now eat into cash reserves as the cap ex to upgrade Timmins and Shahuindo mines exceed 1300 ASIC for the next

[phil_t]

So in short, you pulled $2-3 out of the air.