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Mandalay Resources Corp. T.MND

Alternate Symbol(s):  MNDJF

Mandalay Resources Corporation is a Canada-based natural resource company with producing assets in Australia (Costerfield gold-antimony mine) and Sweden (Bjorkdal gold mine). The Costerfield operation is located in Victoria, Australia, within the Costerfield mining district, approximately 10 km northeast of the town of Heathcote, Victoria. Youle and Shepherd are the main source of material for Costerfield. The Costerfield operation has a land package of approximately 1,219 hectares. The Bjorkdal operation is located within the Boliden mining district, approximately 28 km northwest of the municipality of Skelleftea and approximately 750 km north of Stockholm. The Bjorkdal mine produces ore from the Aurora zone underground mine, as well as from a stockpile of low-grade material accumulated over the course of its life of mine. The Bjorkdal operation has a land package of around 12,949 hectares. Its non-core properties include Lupin mines (Canada) and La Quebrada (Chile).


TSX:MND - Post by User

Post by ganndolph1on Mar 01, 2021 12:07am
482 Views
Post# 32683314

The next Fosterville

The next Fosterville all,

So, raise your hand if you expected Mandalay Resources to report a Q4 2020 $10 million USD gain from its Australian gold forward hedges? On the conference call, Mr. Duffy stated that they are making $120 USD per ounce on the Costerfield gold hedge which is denominated in Australian dollars--helped by the appreciation of the Australian dollar against the US dollar.

So the main news out of the conference call is that Cerro Bayo plant is being restarted for processiing old mine dumps which should provide enough revenue to pay for care and maintenance at Cerro Bayo plus yield a small profit.  

On Bjorkdal, there are two options for increasing production which are being evaluated.  The ore sorter option and increasing throughput from 1.3 million tons per year to 1.7 million tons per year.

But the big news is that we now know that the recent drilling results at Costerfield show that it is another Fosterville mine at depth, so although the stock made a profit of 17 cents in the most recent quarter, there is much more high grade gold at depth to come.  The second mine, Bjorkdal in Sweden, is a second Fosterville on account of the very high grade gold intercepts discovered in recent drilling. Bjorkdal is a low risk operation in that it processes 1.3 million tons per year of ore through its processing plant achieving a 90 percent recovery without the use of cyanide.  The high grade Aurora gold veins coupled with the high grade gold ore discovered in the Lake Zone should allow Bjorkdal to double gold production on higher gold grades alone. 

So the fact that a Fosterville X 2 stock is trading at $1.60 USD and $2.04 CAD shows that this stock is insanely undervalued. So here is a stock that should be trading at $14 USD per share or $20 CAD per share in Canada that is on sale at a 90 percent discount to fair market value!

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