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Petaquilla Minerals Ltd PTQMF

"Petaquilla Minerals Ltd explores for gold in Panama. The Company operates the Molejon gold mine in Panama and owns exploration and development stage projects in Spain and Portugal."


GREY:PTQMF - Post by User

Bullboard Posts
Post by DetVicMackeyon Jan 11, 2011 1:01pm
287 Views
Post# 17954491

FYQ2 earnings prediction

FYQ2 earnings predictionAverage gold price = $1300/oz to $1325/oz
Gold produced = 19,681oz to 21,592oz (see note)
Cash Cost = $621/oz to $575/oz

Low end:

Revenue
Metal sales = $1300 x 19,681oz = $25,585,300
Cost of sales = $621 x 19,681oz = $12,221,901
Free cash flow = $13,363,399
*Amortization and depletion = $4,813,468
Gross profit = $8,549,931

Total expenses = $8,500,000
Total other expenses = $4,000,000

Basic and diluted loss per share = $(0.0265)

Weighted average number of common shares outstanding = 130,000,000

High end:

Revenue
Metal sales = $1325 x 21,592oz = $28,609,400
Cost of sales = $575 x 21,592oz = $12,415,400
Free cash flow = $16,194,000
*Amortization and depletion = $4,702,306
Gross profit = $11,491,694

Total expenses = $7,000,000
Total other expenses = $1,000,000

Basic and diluted loss per share =
.0267


Weighted average number of common shares outstanding = 130,000,000

*$238.926/oz produced FYQ1 2011, $222.928/oz produced FYQ4 2010

______________________________________________________________________

Note: the numbers on page 15 of the presentation show that the "Au ounces recovered from milling" actually represents a discount of 9.71% to the projected figures.

Taking Sept-10 for example:

30 days x 2600 tpd x 3.00 average grade x 92% operating time x 84% recovery time x 0.0352739619 grams per ounce = 6379oz

(6379oz / 5814oz) - 1 = 9.71% discount

As long as the tonnes milled/day, average grade, operating time, and recovery ratio are in line or exceed actual results, then the 5814oz figure and all figures that follow are pretty conservative.
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