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TMAC Resources Inc. T.TMR

TMAC Resources Inc is an industrial metals and materials company. The business acquires, explores, and evaluates mineral properties. Its lone business segment is Mining; this segment is engaged in the exploration and development of precious metal resources, primarily gold. The company generates the vast majority of its revenue in Canada. TMAC Resources' primary mine is located in Hope Bay, in the Kitikmeot region of the western Nunavut Territory. TMAC mines for gold resources and inferred minera


TSX:TMR - Post by User

Comment by bwannaon Jan 20, 2020 3:53pm
195 Views
Post# 30574757

RE:Buyer will speak Strine

RE:Buyer will speak Strinetemple,
I agree.  From what I can see, the whole plan was to start in the best high grade and make lots of money and pay back all of the debt but with the combination of higher op costs, higher capex, lower throughputs and lower recoveries, they have struggled to break even with the first portion of high grade.  Now the grade is declining and they are pushing more declines while still messing around with capex at the mill so that they can get back into the good stuff.

The reserve grade seems to be below the break-even grade at these throughputs so if they don't find more high grade and reduce costs this seems like a ship wreck in slow motion.

to me other mining companies will either wait until the share price collapses and they can get rid of all of the debt/re-structure or TMAC turns it around and gets the throughput up to a point where it was supposed to be in the first place.  it feels like the first choice is more likely to me.

good luck


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