Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

ASA Gold and Precious Metals Ltd C.ASA


Primary Symbol: ASA

ASA Gold and Precious Metals Limited is a non-diversified, closed-end investment company. The Company's investment objective is long-term capital appreciation primarily through investing in companies engaged in the exploration for, development of projects or mining of precious metals and minerals. The Company invests approximately 80% of its total assets in common shares or securities convertible into common shares of companies engaged, directly or indirectly, in the exploration, mining or processing of gold, silver, platinum, diamonds or other precious minerals; held as bullion or other direct forms of gold, silver, platinum or other precious minerals; in instruments representing interests in gold, silver, platinum or other precious minerals, and/or in securities of investment companies, including exchange traded funds, or other securities. The Company’s investment adviser is Merk Investments LLC.


NYSE:ASA - Post by User

Comment by Capharnaumon Dec 02, 2020 1:37am
186 Views
Post# 32016043

RE:Question for the board

RE:Question for the board
Benedictus wrote: Based on the last quarterly, the latest md&a and what was shared in the investor presentation, the company has $2M capex remaining for K2, $10M for equipment for K2 (which can be strategically added although they didn't say how much and when these costs will be incurred ), $5-$6M for GTA capex and plans to begin buildout of a facility in Australia to come online late 2021. So that's 18M total for K2/GTA plus an unknown amount for an Australia build. Anyone know how much K2 cost in total? That would give some idea of costs for an Australia facility. (I'll try and locate that in sedar).


Just out of curiosity, but do you have a source for that $2M capex remaining and $10M for equipment for K2? I was on the conference call and I went back to read the transcript and nothing was said about that. I also looked at the different presentations and couldn't find that either.

From what I got, they had prepaid expenses for K2 capex in the latest financial report, but didn't expect any material cash expense until K2 would start operating. 

As to extra equipment costs, I don't doubt that as they ramp up volumes for white label products, they might need additional equipment. However, at that point, revenues and cashflow will ramp up just as well.

We'll see about the Australia facility, but I don't think they'll go to the market with shares unless the share price appreciates significantly. They will be cashflow positive going forward and as they build up sales and assets, they should be able to go with debt until share price goes back to a better value.
<< Previous
Bullboard Posts
Next >>