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Avion Gold Corp AVGCF



GREY:AVGCF - Post by User

Bullboard Posts
Post by millions11on Dec 06, 2011 11:18am
644 Views
Post# 19295341

cannacord read

cannacord read

Avion Gold* (AVR : TSX : $1.65), Net Change: -0.04, % Change: -2.37%, Volume: 1,855,544

The Morning Kofi. Avion Gold delivered its final set of drill results for 2011 from the Kofi project in Mali (AVR effective

ownership of 75% after carried interest to government). Drilling appears to have extended mineralization at the high grade Kofi

C zone by approximately 25.0 m to the north with an intercept of 7.52 g/t over 40.5 m (estimated true width of 36.5 m). Another

hole drilled in the Kofi C West zone returned an impressive 11.61 g/t over 21.3 m (estimated true width of 19.2 m). Significant

gold mineralization was also intersected at the Bassindi zone approximately 5.3 m northeast of the Kofi C Zone with a nearsurface

intercept of 4.6 g/t over 12.0 m. The current historical resource estimated by the previous owner, AXMIN, is 661,000

oz. Avion plans to update the resource by year-end. A Bay Street analyst notes that he is not expecting a material increase in the

current resource following the resource update since most of the drilling carried out this year has been undertaken to better

understand the deposits and to increase confidence in the current resource estimate. However, the analyst sees very good

potential longer term given that most deposits are located along the northern extension of the 17 Moz Loulo structural corridor.

In addition all zones are located within 15-38 m of the processing facilities at Tabakoto and could potential provide for

additional mill feed. Canaccord Genuity Precious Metals Analyst Steven Butler currently value the Kofi project at $79 million

(
.17/share) based on an in-situ value of $160/oz. Butler is bullish on the Avion, noting that despite some operational risk

associated with the ongoing Tabakoto expansion/underground ramp-up, he continues to see good re-rating potential and

valuation upside following the delivery of the expansion at Tabakoto, a potentially larger resource at Hounde (late 2011/early

2012) and the completion of a Preliminary Economic Assessment study for Hounde (2012). Butler views the stock as materially

oversold at current levels providing an attractive entry point for longer-term investors.

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