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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 Nov 22, 2010 4:43pm
301 Views
Post# 17741223

RE: More on Kinross

RE: More on KinrossAccording to this interview,

https://seekingalpha.com/article/238017-interview-with-bruce-campbell-the-investment-case-for-kinross-gold?source=yahoo
,

Kinross paid $900/oz for Redback Mining. Let's see....12,000,000 x 900....OK I'm holding out for $90 per share, although I probably could be persuaded to accept $75.

With Kinross you get burdensome debt but rapidly increasing income to pay it down (the ceo has said they are also considering selling "non-core assets" to assist in this). It's hard to know, IMO, how quickly they would be in a position for more acquisitions and whether Tower Hill would be at the top of that list, since they are a global company. As an investor, it's hard not to take a "Tower Hill-centic" view of what they might do, but I keep trying.

I think if Tower Hill is bought out it will be by a major with less of a presence, maybe no presence, in the area. There are several large or potentially large deposits in the state, such as Kiska's Whistler (admittedly much more isolated), that would justify establishing a presence there for a major that works harder at managing its debt. I'm happy to wait it out through early production with the current management, especially with the discovery of increased localized high grade ore to defray startup costs
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