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Timmins Gold Corp T.TMM

"Timmins Gold Corp is engaged in acquiring, exploring, developing and operating mineral resource properties in Mexico. It owns and operates the San Francisco open pit and Ana Paula gold project in Guerrero and the Caballo Blanco gold project in Veracruz."


TSX:TMM - Post by User

Bullboard Posts
Comment by zzthnxon Nov 14, 2009 9:23pm
324 Views
Post# 16487748

RE: Whoa there cowboys .....

RE: Whoa there cowboys .....I don't think this is a big deal at all. Sure, it'd be ideal if there were never any dilution of any amount, but I've never been invested in a junior that didn't give stock options to their top people. Also, we're talking about a dilution of about 1.78% and the option price is $1.00. They could have done this a few weeks ago and awarded options at 65 cents if they had no concern about shareholder sentiment. Several posters are predicting over $2.00 by the middle of next year, but I'm thinking we'll be substantially higher than that. From a post a few weeks ago:

"cost base is about $400 ounce and the POG is nearing $1,100 or $700/ounce profit.
Let's say 80K production or near $560M per year profit...."

Hey Goldtoe, you're off by a "0". It would actually be $56 million profit. But, I'd say we're still ridiculously cheap at .90 a share.At a P/E of only 10, which is extremely conservative, TMM's market capwould be around $560 mil. At a fully diluted share capitalization of140 million, that would equate to about $4 a share.
Bullboard Posts