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Orvana Minerals Corp T.ORV

Alternate Symbol(s):  ORVMF

Orvana Minerals Corp. is a multi-mine gold-copper-silver company. It is involved in the evaluation, development and mining of precious and base metal deposits. Its assets consist of the producing El Valle and Carles gold-copper-silver mines in northern Spain, the Don Mario gold-silver property in Bolivia, and the Taguas property located in Argentina. The El Valle and Carles mines and the El Valle processing plant are a producer of copper concentrate and dore. El Valle is located in Asturias, Northern Spain. The Don Mario Operation is in San Jose de Chiquitos, Southeastern Bolivia. The Don Mario Operation consists of a set of assets that includes Las Tojas orebody, and the previously mined out lower mineralized zone, upper mineralized zone and Cerro Felix mines. The Taguas Property consists of 15 mining concessions over an area of 3,273.87 hectares, held and managed by its subsidiary Orvana Argentina S.A. Taguas is located in the province of San Juan, on the eastern flank of the Andes.


TSX:ORV - Post by User

Bullboard Posts
Post by galaxyron Feb 21, 2011 3:17pm
404 Views
Post# 18169854

Napkin Math Revisited

Napkin Math RevisitedOrvana's resource value using today's closing metal prices (Feb 21), puts Orvana's metal valuation at approx $18 Billion.

Orvana has approx 116 million outstanding shares.

That would put the valuation at approx $155 per share, based upon metal valuation.

Again that is my cheap napkin math.

Even if Orvana's expenses, taxes, royalties, mining costs....ect where 50% that would still give a net valuation of $77 per share.  Can't believe Orvana is still sitting below $4/share

Also good to know that Orvana is not looking to raise funds or dilute value by doing a private placement.  Copperwood will be funded by the revenue from Bolivia and Spain in 2013.

Orvana has 3 properties which are located in Bolivia, Spain and the U.S (Michigan)

Bolivian property contains Gold, Silver and Copper.  Aug 20/2010 news release states this property contains a total of  150,000oz of gold, 5,000,000oz of silver and 70,000 tonnes of copper (70,000,000lbs of copper)

Spain property contains Gold and Copper, Orvana website states 970,000oz of gold and 115,000,000lbs of copper
and inferred resouces of an additional 1 million oz of gold and approx 100,000,000lbs of copper.

Copperwood property (United States) Dec 14/2010 news release. Copperwood has 1 Billion pounds of copper and an additional 1 Billion pounds of Copper indicated and another 1 Billion pounds of copper inferred. For a total of 3 Billion pounds of copper

If we add up all the resouces that are inferred and indicated to be proven and measured, Orvana has a total of approx

2,000,000oz               of gold        $1400oz       total   $2,800,000,000                  or         $2.8 Billion
5.000.000oz               of silver      $33.5oz         total   $167,500,000,000             or         $170 Million
3,250,000,000lbs    of copper     $4.40lb         total   $14,300,000,000               or         $14.3 Billion

What is not included is about 11 million oz of recoverable silver 1 million to EVBC and  around 10 million to Copperwood and satellites for another $400 Million


Orvana's biggest asset is Copper at todays prices. followed by gold and silver.  Orvana should be following the price of Copper more than gold.  I know that the Copperwood property revenue will not come online until 2013.  The prices above do not indicate mining costs, royalties, taxes, ect...........

Based upon the above information Orvana has mineral assests totalling close to $18 Billion but trades with a market cap around $431 million.  I believe that there is still a great potential upswing in price.

Orvana is still looking to expand and define its resource estimates and as such I would not be surprised that these resources are further expanded.

With every 1 cent rise/fall in the price of copper, Orvana's value changes by $32,500,000   or $32.5Million
With every 1 cent rise/fall in the price of gold     , Orvana's value changes by $20,000
With every 1 cent rise/fall in the price of silver   , Orvana's value  changes by $50,000 to ($165,000 if you include additional recoverable silver)


Orvana also has other minor byproducts not even factored in. at the UMZ they will produce a lead concentrate with the sulphide ore and it may be feasible to produce zinc in the oxide and transitional ores by increasing the slurry pH. At EVBC they also have tellurium and antimony byproducts (not factored in).



Best of luck everyone, please do your own due dilligence.

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