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Galway Resources Ltd V.GWY



TSXV:GWY - Post by User

Post by nor_easteron Sep 08, 2012 12:30pm
505 Views
Post# 20337462

GWY - JTVIO Valuation $3.04 - $3.47

GWY - JTVIO Valuation $3.04 - $3.47

Source Link: https://www.advisoryandcompensatedresearch.com/Research%20Library/GWYRF%20072612%20JTACR.pdf

My note: below is evaluation before recent drilling, financing, increase in gold-silver-copper, etc.

Do your own due diligence.

Table 1: Galway Resources Asset Valuaton (US $ Mil.)
Low End - High End
"Slivers" parallel Ventana Gold up to 0.5 mm oz au + 3 mm ag $ 100 $ 125
California estimated 1.5-2.5 mm oz Au @ 4 g/t Au + 9-15 mm Ag $ 150 $ 300
Vetas "El Volcan" est.1-3 mm oz Au @ 12+ g/t Au + 3-10 mm Ag $ 200 $ 300
"Stockworks" estimated split 50%-50% @ 50% CB Gold mkt cap $ 63 $ 63
Galca district thermal coal jt vt with Glencore $ - $ -
Victorio up to 300 mm lbs each tungsten + molybdenum $ 100 $ 150
Fine Management teams in Colombia and USA $ - $ -
Other gold, silver or tungsten exploraton opportunities $ - $ -
Other magnetic anomalies near Victorio in New Mexico $ - $ -
Cash balances as of March 31, 2012 at $16.5 at Nil to be spent $ - $ -
Subtotal $ 613 $ 938
Discount Reflecting Contemporary Public Market Valuatons 33% 50%
Valuation Discount in $ Mil. $ ( 202) $ (469)
Shares Outstanding 135 135

Valuation per share July 24, 2012 $3.04 $3.47

Key Concepts: (1) Lower gold, silver and moly prices
(2) Average grade at Vetas "El Volcan" > 12 g/t or 0.4 oz/ton
(3) "Stockworks" zone found by neighbor CB Gold
(4) Slow 43-101 documentation in bear market conditions
(5) Expect 1 mm oz @ 4 g/t at California 43-101 in 2012 with more later.

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