RE:RE:RE: Calling buyers and sellers of stock scumroberto146 wrote: You could analyze it to death, but all that matters is sentiment. Multiples don't matter, nothing means anything. If you treat it as speculation it's easier to understand. Even the seasonals mean nothing, (unless you don't play them) as this year proves. Seasonal Sept is supposed to be bad until early Oct or so. Flip a coin.
"It's difficult to make predictions, especially about the future" - The great philosopher, Yogi Berra
Agree.
One thing that is still to be announced is the lastest drill results. Will that be enough to create an immediate buy sentiment, who knows? Will it create a lift in price and create positive sentiment, who knows? Your right it's all speculation.
According to
MP-8959_Alexco_Technical Report_Apr_2021 - effective Apr 1 2021 which I think is a good read. Lots of positive information but also risk analysis. In it are also some really good charts as to what could happen should grade and/or price fluctuate up or down. This stock will increase or implode either way at a disporportionate rate than it perhaps deserves, happens all the time. Even Alexco is not immune to that.
Keno HIll has had lots of up and down, with past and present owners,openings and closures somewhat relating to the price of silver and the challenges of getting it out of the ground and processing at any given point in time (seasonality).
1.2.15 SENSITIVITY ANALYSIS Project risks can be identified in both economic and non-economic terms.
Key economic risks were examined by running cash flow sensitivities:
• Silver price;
• Silver recovery;
• Exchange rate;
• Silver head grade;
• Operating costs; and
• Capital costs.
After-tax NPV and IRR sensitivity over the base case has been calculated for a range of variations. The after-tax
sensitivities are shown in Table 1-9. The after-tax sensitivities are shown in Table 1-1, Figure 1-5, and Figure 1-6.
From both NPV and IRR analysis, project value is most sensitive to Ag head grade and Ag recovery. For ±10% variance
in Ag head grade, project NPV can vary by ±26%. For ±10% variance in Ag recovery, project NPV can vary by ±25%.
With the historical data from Alexco on mill performance, there is sufficient confidence in the recovery estimation. It is
recognized that the various mill feed ore sources considered in this evaluation (from different properties) represent
slight variances in mineral composition, however this does not constitute major risk in terms of silver recovery or
project cashflows.