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International Tower Hill Mines Ltd T.ITH

Alternate Symbol(s):  THM

International Tower Hill Mines Ltd. is a Canada-based company. The Company is in the business of acquiring, exploring and evaluating mineral properties, and either joint venturing or developing these properties further or disposing of them when the evaluation is completed. The Company has a 100% interest in its Livengood Gold Project located along the paved Elliott Highway, 70 miles north of Fairbanks, Alaska. The Livengood property is located in the Tintina gold belt approximately 70 miles (113 kilometers) northwest of Fairbanks, Alaska. The property consists of land leased from the Alaska Mental Health Trust, a number of smaller private mineral leases, Alaska state mining claims purchased or located by the Company and patented ground held by the Company. Its subsidiaries include Tower Hill Mines, Inc., Tower Hill Mines (US) LLC, and Livengood Placers, Inc.


TSX:ITH - Post by User

Comment by rofion Aug 04, 2010 3:33pm
366 Views
Post# 17321686

RE: RE: RE: RE: RE: Strange reaction....

RE: RE: RE: RE: RE: Strange reaction....I think part of the problem Tower Hill is having is explained in the following article, which offers a general analysis of why gold stocks in general are having trouble attracting investors and why large late stage projects with large start up costs are having problems in particular:

https://www.mineweb.co.za/mineweb/view/mineweb/en/page67?oid=109088&sn=Detail&pid=67


(If Stockhouse has deleted the link I just tried to paste, search Google for "Trouble in paradise nowadays for mine project financing--Ecclestone")

The big miners are making money but buyouts or financing these large projects 100% from the company treasury aren't open-ended, or even advisable. To me this implies a lower value on the acquired company due to higher financing costs, and even at $1200 gold the ROI becomes critical. Of course the other way out also depresses the stock price: dilution, dilution, dilution, which for Tower Hill would be tremendous.

At least this company's management team is respected by the industry and by investors. If you think Tower Hill's stock price is undervalued relative to the merits of the case, take a look at Andina, which has 10 million+ oz. and the potential for a lot more, and is located in an even better area (yes, Chile) than Tower Hill. it has 130 million fully diluted shares and is on sale at 1.20 Canadian. It is surrounded by mega deposits either being actively mined or drilled out. The value per ounce of the company is less than 1/2 of Tower Hill because management has continually tripped over its own feet in execution, especially in regards to unmet ROI assumptions prior to the PEA. Even with all they've got going for them, they could be in for a long hard slog. But, execution mistakes aside, given their value relative to their economic potential, one can postulate that there will continue to be downside pressure counteracting upside potential for similarly situated companies of greater value
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