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Sandstorm Gold Ltd T.SSL

Alternate Symbol(s):  SAND

Sandstorm Gold Ltd. is a Canada-based precious metals-focused streaming and royalty company. The Company is focused on acquiring royalties and gold and other metals. The Company holds a portfolio of over 230 royalties, of which 41 of the underlying mines are producing. Its segments include Antamina, Aurizona, Blyvoor, Bonikro, Caserones, Cerro Moro, Chapada, Fruta del Norte, Hounde, Mercedes, Vale Royalties, and others. Antamina open-pit copper mine located in the Andes Mountain range of Peru, approximately 270 kilometers (km) north of Lima. Aurizona mine is in Brazil. The Blyvoor gold mine is located on the Witwatersrand gold belt, South Africa. The Bonikro gold mine is located in Cote d’Ivoire. Caserones open pit mine is in the Atacama region of Chile. Chapada mine is located 270 km northwest of Brasilia in Goias State, Brazil. Mercedes gold-silver mine in Sonora, Mexico. Black Fox mine and Froome mine are located in Ontario, Canada.


TSX:SSL - Post by User

Bullboard Posts
Comment by foundrymanon Apr 26, 2017 5:14pm
283 Views
Post# 26170868

RE:RE:RE:RE:RE:RE:NCIB useless

RE:RE:RE:RE:RE:RE:NCIB useless
TGLA - I think you're being a little harsh, here. I'm also an SSL shareholder, albeit a more recent one, and it represents a relatively modest position in my portfolio.

I can totally see where you're coming from, but bear in mind a couple of things.

1) PM's have had one of the worst bear markets (could still be in one) occur in the previous five years.

2) Sandstorm began with fairly modest means (relatively speaking, vs. say SLW or FNV), and had a handful of cashflowing assets from junior mining companies.

3) Without a robust cash position, the likes of which is enjoyed by FNV or fellow intermediate company, Osisko Royalties, dillution was employed to get to the size necessary to be an effective player in the industry. When you lack having $400+ million in cash, you have to be creative and willing to dillute in order to grow the cashflow, and correspondingly, the market cap.

I agree with the sentiment of some other posters here, I believe this transaction will be highly rewarding for longer-term shareholders. I do also believe management has done a very good job in light of the factors I've noted above, as the company has made a very important transition over the last 2-3 years. With 20 producing assets already, this business combination provides signficant growth in 2020 and beyond. Couple that with a potentially higher gold price...could mean for some significant appreciation in the SP.

Of course, the public markets don't discriminate based on a particular shareholders' requirements or timelines. If you've been disappointed and have a shorter-term view, it's perfectly within your rights to sell your shares and espouse your opinions on this board. For others, myself included, I view this as a potentially great entry point to make it a larger position in my investment portfolio. I don't think this stock has a lot more downside, though I agree, I'm not in a rush to buy, and think we have some time before it makes its way higher.
Bullboard Posts