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Ferroglobe PLC GSM

Ferroglobe PLC is a producer of silicon metal and silicon-based alloys, variety of industrial and consumer products. The Company operates through four segments: United States of America, Canada, France, and Spain. It is involved in quartz mining activities in Spain, the United States, Canada; and South Africa, low-ash metallurgical coal mining activities in the United States, and interests in hydroelectric power in France. It sells its products to a diverse base of customers in a varied range of industries, such as aluminum, silicone compounds used in the chemical industry, ductile iron, automotive parts, renewable energy, photovoltaic (solar) cells, electronic semiconductors, and steel. Its solutions include silicon metal, manganese alloys, ferrosilicon, foundry products, calcium silicon, silica fume, electrodes, pulverized products, silicon for advanced technologies, and other. The Company's subsidiaries include Ferroglobe Finance Company PLC, and Ferroglobe Holding Company Ltd.


NDAQ:GSM - Post by User

Bullboard Posts
Comment by Monedas1on Feb 19, 2006 6:22pm
255 Views
Post# 10387836

RE: If exploration stage. . what is value

RE: If exploration stage. . what is valueGSM is not producing so the stock value with 250,000 oz in the ground would be estimated at $0.29 USD, I believe assuming $60 per ounce in the ground and 51.6 million shares diluted. The value per ounce in the ground varies with the price of gold. I saw some estimates using $75 per ounce. The warrants in the recent private placement went for $0.30 and so I would think that those buyers thought that the 43-101 was more than 250,000 oz. However, after the previous analyst estimated much higher with less data than currently exists, I would be disappointed with 250,000 oz and so would the market given the bonanza values. The Monte Cristo 3D model looked like a hand with fingers at both ends and had intercepts that included 261 g/t; 180 g/t; 104.4 g/t; 69.3 g/t;61.3 g/t and 54.9 g/t fairly near the surface. I would guess at least 500,000-750,000 oz and a share price of $0.60-$0.88 for just Monte Cristo. Given the leverage, and leverage counts in exploratory juniors, from Tip Top with intercepts of 40.35 g/t; 39.43 g/t; 30.75 g/t; and 29.79 g/t, I would hope the share price will do even better after the release and with more drilling at Monte Cristo and Tip Top to come in a few months. The recent private placement added 12 million plus in shares and warrents and about $3.5 million more in capital to continue drilling if the warrants are exercised at $0.30.
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