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Orvana Minerals Corp T.ORV

Alternate Symbol(s):  ORVMF

Orvana Minerals Corp. is a multi-mine gold-copper-silver company. It is involved in the evaluation, development and mining of precious and base metal deposits. Its assets consist of the producing El Valle and Carles gold-copper-silver mines in northern Spain, the Don Mario gold-silver property in Bolivia, and the Taguas property located in Argentina. The El Valle and Carles mines and the El Valle processing plant are a producer of copper concentrate and dore. El Valle is located in Asturias, Northern Spain. The Don Mario Operation is in San Jose de Chiquitos, Southeastern Bolivia. The Don Mario Operation consists of a set of assets that includes Las Tojas orebody, and the previously mined out lower mineralized zone, upper mineralized zone and Cerro Felix mines. The Taguas Property consists of 15 mining concessions over an area of 3,273.87 hectares, held and managed by its subsidiary Orvana Argentina S.A. Taguas is located in the province of San Juan, on the eastern flank of the Andes.


TSX:ORV - Post by User

Bullboard Posts
Comment by ganndolphon Dec 11, 2016 9:30pm
167 Views
Post# 25583574

RE:Report a Profit

RE:Report a Profitmacdj,
Orvana should be out with fiscal Q4 2016 results in this coming week, so I decided to use Avino's realized metal prices for calendar Q3 2016, and see what Orvana's quarterly results look like. I used $1328 USD for my gold price, $19.50 USD for silver, and $2.17 USD per pound of copper.

My calculation for each mine is based on the assumption that they only sold the metal that they produced in the quarter.  Since Orvana Minerals had a little over $6 million in copper concentrate in inventory at the end of Q3, they likely sold more metal than they produced in the quarter.

The other key assumption is that Samsung paid Orvana 83 percent of the value of the metals in their copper concentrate, and that number comes from Avino's Samsung pay factor tor their concentrates from the Avino mine.

So here is my estimate for the quarter $0.023 USD per share in profit with the profit coming from Don Mario, and EVBC operating at break even for the quarter.

User image

Gold costs are based on the by product method for both mines with depreciation backed out.

Total cost estimate for EVBC includes $2.5 million in depreciation, $800,000 in capital expense, $870,000 in sustaining development, $48,000 in exploration, $800,000 in corporate Q&A, and $205,000 in reclamation expense.  Total throughput was estimated at 1389 tons per day with 6 percent coming from oxide, 70 percent from Boinas skarns, and 14 percent from Carles skarns.  No currency adjustments were included for EVBC.

So we will see soon enough if this is a turn around play or another quarterly miss.
Bullboard Posts