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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 jerrytutson Nov 07, 2021 4:32pm
100 Views
Post# 34097824

RE:Data/Numbers that went into my projections ~

RE:Data/Numbers that went into my projections ~
rapid_fire_ wrote: Here are soem of the numbers I have used for my Regression Mathematical Modelling ; 
-Market cap is ~348M 
-Net Margin is ~ Minus 54.7% . VERY significant ! 
-The last four quarters has been misses at ; -80%,-25%,-11.2% and 101.3% respectively to street . 
-Operating income - minus 31.8% 
-Ave shares outstanding is = 144 Million Versus , 111 M from two years ago. Not a good trend .
-Projected revenue in 2021= 59,768M , roughly the same as three years ago. (59,776M). Zero growth over period despite takign on new companies.

- Price to Sales - now 3.7 , last year 2.176 .
- Price to Book - now 1.34 , last year 1.51
- EPS ( all losses last four quaters )  = -.09, -.05, -.05, -.08  ( most recent quarter)
- Book value real CAD dollars = .88 cents , up from .84 cents three  years ago.
- Operating margin =  - 69.4%  
- ROI ( Return on Investments ) =   - 20.9% - dangerously low . 
- Macro average - on revenue of anual 75,2M , they lost .08 CAD cents per share , just last quarter.
- P/E ratio now stands at - 6.4 times . Down from 5.8 times 


the above are the numbers I have used for statistical and mathematical productions into the future. Suffice to say it is not promising. I would be more comfortable if the company traded in around $.75-$.80 Canadian. They are batting well above the ravages on almost every metric. My modelling indicates the resistance falls in around $1.22 and that a comfortable buying and profit margin would be between 75 and $.80 Canadian. That is if you trust the management and have faith in the management moving this company forward. It also doesn't appear the executive have been enriching themselves with very solid wage increases when you look at options, salaries, bonuses, and other mechanisms to take assets from the company. This is all on while their core metrics have been declining .  
 


last time they traded at 80 cents USD was in 2018. I do no think they will fall that low again considering how beaten the sector is already as whole at the moment. I do not see this downtrend as company specific, more sector wide.

But hey who am I to arugue with what you believe, to each their own.

personnally I think we hit close to bottom now with potential of maybe falling to around 1.50 CDN.

considering earning season is ahead of us, potential end of year rally, USA legalization heating up. I will choose to stay the course, maybe even average down a bit.

good luck!



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