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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

Comment by checkmate28on Dec 09, 2020 9:58pm
176 Views
Post# 32074163

RE:RE:RE:RE:RE:Q4 Financials Out

RE:RE:RE:RE:RE:Q4 Financials OutGanndolph, Glad to see your back.  Im feeling good about the future prospects of Orvanas share price moving up as they create more value in the distant future 12 mths out with the production decision on the OPC, possible Taguas  and possibly some more production ounces as they prove up more resources/mine life ounces. I am not however seeing a justification for a $1 ORV share price anytime soon with even $2000 Au and $3.50Cu

   In 2012 -13 coming off record gold prices, valuations were much higher than they are now for the sector as a whole. Currently the sector is lagging the price of gold probably due to uncertantys and the avg cash flow being held back by the last 2 quarters of covid negatives.  

   December presentation is up and I see no new information over and above the continued 60AuEq and $1500-1600 AISC guidance for 2020. Realising this current 1st Q should be better than last Q420 due to higher price of AuCu plus the elimination of the hedges, I can see where the market should be awakend to the future production and cash generation potential of Orvana.  

So while I see ORV as being somewhat undervalued currently as we wait for the future developments. I do not see what could possibly justify $136Million Market Cap and $1/Share near term?  
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