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ECUADOR GOLD AND COPPER CORP V.EGX

"Ecuador Gold and Copper Corp is a mineral exploration, mining and development company. The Company acquires and explores gold mineral rights located in Ecuador."


TSXV:EGX - Post by User

Post by ThunderStockon Jan 28, 2014 7:05am
188 Views
Post# 22140914

IMG vs EGX

IMG vs EGX
IMG (Iamgold):
At all locations (4 countries) :
Measured : 690,697,000 tonnes of ore at 1.0 g / t gold = 22,603,000 ounces of gold @ $ 1300/0z = $ 29,383,000,000
377 million shares for 1.5 billion of market capital
7 different sites in 4 countries mills = 7 mills @ $ 750 million each.
Source: https://www.iamgold.com/English/Operations/Reserve-Resources/default.aspx
 
 
EGX :
On all their projects (1 country) :
606,853,000 tonnes of ore at 0.62 g / t ore (global average) = 8.432 million ounces of gold and 22,930,000 ounces of silver and 1.1 billion pounds of copper .
 
Gold = $ 10.961 billion ($ 1300/oz )
Ag = $ 458,600,000 ($ 20/oz )
Cu = $ 3.3 billion ($ 3/lbs )
Total = $ 14,719,000,000
 
Source: https://ecuadorgoldandcopper.com/_resources/presentations/EGX_Presentation_January_2014.pdf
 
215 million share for 19,370,000 of market capital
8 different sites in one place. So , only 1 mill building about $ 1.3 billion coming out gold, silver and copper all in the same process.
 
 
IMG = 7 mills at $ 750 million each = $ 5250 billion in mill costs
Total resources : $ 29.383 billion - $ 5,250 billion of mill = $ 24.13 billion in resources.
 
EGX = 1 mill of 1.3 billions
Total resources : $ 14.719 billion - $ 1.3 billion mill = $ 13.419 billion in resources.
 
It is clear that the feasibility study will be positive for me.
 
In my opinion , EGX should be 60 % of the price of IMG in a few years with only one mill .
 
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