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

Trelawney Mining and Exploration Inc TWNNF



GREY:TWNNF - Post by User

Post by taylor1988on Dec 21, 2011 11:15pm
772 Views
Post# 19344163

Analyst projections

Analyst projections

Thanks for the link to the analyst projects!  Nice to see more institutions paying attention to TRR as it gets closer to the Updated Resource Estimate.

 

I think the article was supposed to say 500,000 ounces per year production but regardless that is one massive-scale operation.  To put things in perspective PDG has roughly 1.0 million ounces open-pit and is planning a 200,000 oz / yr operation so a 500,000 oz operation per year would require a minimum 8 - 10 million ounces of gold.  Even Rainy River has over 7.0 million ounces of gold and their recent PEA shows 330,000 ozs of gold production per year. 

 

TRR is starting to look much more like an up and coming OSK/DGC as both of those companies support 600,000/700,000 oz per year operations.  TRR is going to look very attractive to majors after the updated 43-101 with a $500 million market cap after cash currently and potential to yield 400 - 500,000 ounces per year of production when OSK and DGC would each cost them much more significant dilution/cash due to their market capitalizations being $4 B and $2 B without premiums built in. 

 

It's very encouraging to see these numbers coming from reputable analysts as an operation this size will truly separate TRR from its peers given the fact that most open-pit operations coming online in next 3 years will average between 130,000 - 210,000 ozs of production (30-50% of forward production estimates for TRR based on analysts).

<< Previous
Bullboard Posts
Next >>