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Alexco Resource Corp. T.AXU

Alexco Resource Corp is engaged in mineral exploration, and mine development and operational activities primarily in Yukon Territory, Canada. The company explores silver, lead, zinc, and gold deposits. The firm's projects include Keno Hill Silver District, Flame and Moth, Bermingham, Lucky Queen, Bellekeno, and others.


TSX:AXU - Post by User

Comment by roberto146on Aug 19, 2022 4:16pm
501 Views
Post# 34908358

RE:Bigsillyman wants his investment back

RE:Bigsillyman wants his investment backWell, on the upside matt is now agreeing with the posters that he ridiculed and disparaged for wanting more information on progress, and now hopes that HL will help him recover his losses (if he even has shares of AXU). HL has to go to 9 USF to deliver equivalent AXU 1.35 CDN, or HL 17 for AXU equiv 2.50 CDN. On the downside he's still disparaging commenters he disagreed with now that their skepticism has been justified and he now agrees with them. (matt: "...while HL went in and did their DD ..." - and they came up with 47 USF/share plus the buyout on the streaming agreement). I'll let you figure that one out.
Temporarily HL has been crashing for the last couple of days, but will come back after the closing and assuming silver price moves again. On the other hand, maybe Wheaton is the play here: not a fixed number of HL shares to clear the streaming agreement but shares issued to be settled the day of closing! The lower HL goes, the more shares they get. And Wheaton is at recent lows due to silver tanking.
Anyway: Source Yahoo finance. Closing date for AXU acquisition Sept 7th. We may not see 8/31 short numbers before the closing date.
HL Shares Short (Jul 29, 2022) 21.94M
HL Shares Short (Jun 30, 2022) 15.79M
HL Shares short (5/31/2022)  12.59MM
Hard to say what these increasing short postions mean.
...
From my post, AXU board, 7/7/22:
"There's a clue buried in the news release [of 7/5/22], but I'll leave it for you to find. No hints."
...
It seems matt clued into the clue in my 7/7 post: "Hecla is the largest silver miner in North America and have been successfully mining  thin veins ..."
From the AXU news release 7/5: 
Statement by C Nauman:
"There is no doubt that we have fallen well behind the development and production plan at Keno Hill – and our original estimate of achieving commercial production in early 2022" ... “By partnering with Hecla, an industry leader in high-grade narrow vein silver mining, we further position Keno Hill to achieve its full potential."

I do have hopes for Hecla itself, as a long-time established producer, but as noted in my HL 8/5 post: "Hecla's got to go to 17 USF to make AXU equivalent worth even $2.50 CDN again.", and as noted above if HL goes to the high of last year ($9)  AXU equivalent price would be $1.35 CDN.
I hope matt's AXU share cost (if he has any) is well below CDN $2.50 - in the last 30 years the high for HL has been about 14 USF, and 12 USF in 2008.
Just multiply HL USF by 0.15 for the shortcut price of AXU CDN equiv.

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