Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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 sampoon Nov 23, 2011 11:30pm
298 Views
Post# 19263270

RE: Nothing has changed!

RE: Nothing has changed!I'm struggling to understand on what basis any analyst had Timmins as a sell rating. As far as I can tell, there doesn't seem to be any problems with this company, only the stock price, which is most surely a temporary phenomenon.Based on my conservative calculations for 2012:Gold - $1,500Operating Costs per ounce - $650I see 2012 at ~0.50/share and CFPS at ~0.40. Value the company as you wish, but with a fairly conservative 7x CFPS, we're looking at $2.83, or at 10x, you're looking at $4, which I feel would be a fair range for this company to trade in for 2012.If gold goes to $1,800, range becomes $4.16 - $5.94.Can someone tell me what I am not taking into consideration here that would make the current valuation look like anything other than a bargain? No debt, No hedge, growing reserves, exploration properties etc.GLTA,Sampo
Bullboard Posts