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Antero Resources Corp T.AR


Primary Symbol: AR

Antero Resources Corporation is an independent natural gas and natural gas liquids (NGLs) company. The Company is engaged in the acquisition, development and production of unconventional properties located in the Appalachian Basin in West Virginia and Ohio. The Company targets large, repeatable resource plays where horizontal drilling and advanced fracture stimulation technologies provide the means to economically develop and produce natural gas, NGLs and oil from unconventional formations. The Company operates through three segments: the exploration, development, and production of natural gas, NGLs and oil; marketing of excess firm transportation capacity; and midstream services through its equity method investment in Antero Midstream Corporation (Antero Midstream). The Company holds approximately 515,000 net acres of natural gas, NGLs and oil properties located in the Appalachian Basin, primarily in West Virginia and Ohio.


NYSE:AR - Post by User

Post by ARGONAUTGOLDon Feb 11, 2023 4:55pm
1479 Views
Post# 35281646

Argonaut Gold cash cost/stock price forecast 2024-2025

Argonaut Gold cash cost/stock price forecast 2024-2025

Argonaut Gold cash cost forecast 2024-2025 and Argonaut Gold 2024-2025 stock price forecast:
 


Cost to complete Magino:
 

$920,000,000


 

Total quarterly expenses of 4 mines divided by 4:
 

$18,255,250 = $73,021,000 / 4

 

 

Quarterly expenses of 4 mines plus 1:
 

$91,276,250 = $73,021,000 + $18,255,250

 

 

Quarterly expenses of 5 mines * 4:
 

$365,105,000 = $91,276,250 * 4

 

 

210,000Oz = Conservative annual GEO production considering guidance set 2021 is between 210,000Oz and 250,000Oz


 

Asset valuation on Magino:
 

2,422,026Oz = 65,500,00 tonnes * 1.15(G/T) / 31.1
 

 

Total Oz per month, Q, and year:
 

11,093Oz = 10,000 tonnes * 30 * 1.15 / 31.1
 

33,279Oz = 11,093Oz * 3
 

133,116Oz = 11,093Oz * 12

 

 

Magino mine life duration:
 

18 years = 2,422,026Oz / 133,116Oz


 

Cost to complete Magino divided by Magino mine life duration:
 

$51,111,111.11 = $920,000,000 / 18 years


 

Magino annual GEO production plus conservative annual GEO production considering the guidance set 2021 is between 210,000Oz and 250,000Oz:
 

343,116Oz = 133,116Oz + 210,000Oz


 

Quarterly expenses of 5 mines * 4 plus Cost to complete Magino:

 

$416,216,111.11 = $365,105,000 + $51,111,111.11

 

 

Argonaut Gold cash cost example 1:
 

$1,213.05 = $416,216,111.11 / 343,116Oz


Annual revenue, annual earnings, and annual eps, Gold price $1,860 and $2,200:

Annual revenue:

$638,195,760 = 343,116Oz * $1,860

Gold price minus cash cost:

$646.95 = $1,860 - $1,213.05

Argonaut Gold total annual GEO production * Gold price minus cash cost:

$221,978,896.2 = 343,116Oz * $646.95

$0.265 = Annual eps

Annual revenue:

$754,855,200 = $2,200 * 343,116Oz

Gold price minus cash cost:

$986.95 = $2,200 - $1,213.05

Argonaut Gold total annual GEO production * Gold price minus cash cost:

$338,638,336.2 = 343,116Oz * $986.95

$0.404 = Annual eps
 


Alamos annual eps and revenue 2022:

$0.404 = AGI annual EPS 2022

$1,089,927,000 = AGI total revenue 2022


Conclusion with Gold price $1,860:

To conclude all of this quantitative data into one statement. I think it is fair to say, considering. Argonaut Gold's annual revenue is 59% of Alamos Gold's annual revenue in 2022, Argonaut Gold's annual eps is 66% of Alamos Gold's annual eps in 2022, and Argonaut Gold's total shares equal 53% more then Alamos Gold's total shares. Sense Alamos Gold currently holds a market cap of $5,600,000,000.00. Argonaut Gold shall deserve a market cap of 59% of Alamos Gold's market cap, increasing Argonaut Gold's market cap to $3,304,000,000. In terms of stock price, Argonaut Gold will trade at $4.01 end of 2024.

Conclusion with Gold price $2,200:

To conclude all of this quantitative data into one statement. I think it is fair to say, considering. Argonaut Gold's annual revenue is 69% of Alamos Gold's annual revenue in 2022, Argonaut Gold's annual eps is 100% of Alamos Gold's annual eps in 2022, and Argonaut Gold's total shares equal 53% more then Alamos Gold's total shares. Sense Alamos Gold currently holds a market cap of $5,600,000,000.00. Argonaut Gold shall deserve a market cap of 69% of Alamos Gold's market cap, increasing Argonaut Gold's market cap to $3,864,000,000. In terms of stock price, Argonaut Gold will trade at $4.61 end of 2024.


Summary:

Argonaut Gold's future success relies on high Gold price, a minimum of 343,116 GEO annual production, the ability to maintain a cash cost of $1,213.05 or less, and ability to expand operations while maintaining cash cost.


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