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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 PUNJABIon Jul 15, 2021 2:02pm
163 Views
Post# 33553112

RE:RE:Poor top and bottom-line with low and shirking margins.

RE:RE:Poor top and bottom-line with low and shirking margins. I used the figure of cash balance of $24m from the last reported results as a reference. 

There has been other translations after the results which would chnage the actual cash balance as of today next quarter-end and after closing.    They did raise gross $46 in June maybe around $41m net. Committed to spending $10-million on Green Roads $28 on Acq plus $5 on international capex.  They are other ongoing Capex expenditures too. By now they would have lost another 5 to 7 million and more by the time they announce next quarter's results. There is $8.5m in term loan classified as current. If you account for all these most of that new money is pretty much accounted for or spent. 


For manufacturing cannabis companies with gross sales of under $100 m the  22 % gross margin is not going to cut it. It would result in massive losses and the burning of cash. These are not  Costco size volumes that will cover the overheads and make a big profit with low margins. . FAF had a gross margin of 37.5 % had a small $2.3m positive EBITDA but a massive loss.

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