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Bullboard - Stock Discussion Forum High River Gold Mines Ltd HRIVF

GREY:HRIVF - Post Discussion

High River Gold Mines Ltd > Per oz cost?
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Post by ThyFish on Aug 25, 2011 12:42pm

Per oz cost?

As we all saw in the Q2 financials, our cost per oz increased. Was this just due to higher fuel prices in the 2nd qrt when oil hit $110 p/b? Oil has lowered substantially since, this should bring cost back down and profits higher.....can't wait until Q3 earnings on Nov 15th!!

Great article on fuel costs and gold prices below.

Gold up, oil down... It's time to buy gold stocks

Right now is the absolute ideal environment for gold mining companies to deliver record profits

Today's message is incredibly simple... But it could make you a lot of money.

Right now is the absolute ideal environment for gold mining companies to deliver record profits.

Let me explain why...

Like any business, gold mining companies have sales and expenses. Some people say mining is a terrible business, because you can't control the price of your sales or the price of your expenses. But fortunately, today, the prices of both are seriously in the favor of mining companies...

Gold miners sell gold, of course. So when the price of gold goes up, sales go up.

The crucial expense for mining companies is the cost of fuel... In short, it costs a fortune in fuel to feed the machines that move the earth to get to the gold. When the price of fuel goes down, gold miners' expenses go down.

Fortunately for gold miners these days, the price of gold is up dramatically... and the price of fuel is down dramatically. Take a look:



These dramatic changes in the price of gold and the price of oil benefit gold mining companies dramatically. But since May, the price of gold mining companies is flat. Take a look:




In short, because the price of gold is up and the price of oil is down, gold mining companies should set all kinds of quarterly earnings records in the third quarter of 2011.

Record earnings in gold mining companies should help propel their stock prices.

Yet you have the opportunity today to buy into gold mining companies at May 2011 prices, before the spike in gold and the crash in oil.

Take advantage of it.

The simplest ways to get broad exposure to gold mining companies is through two exchange-traded funds: GDX (the gold miners’ fund) and GDXJ (the junior gold miners’ fund).

The price of gold has run up since May. But the price of these two funds has not.

To me, buying these two ETFs is a safer bet than gold right now. Check 'em out...

Comment by missouriminer on Aug 25, 2011 1:26pm
Excellent read Fish, Thx
Comment by katchum on Aug 25, 2011 1:40pm
And the higher the production costs and the lower the margins, the more a miner benefits from rising gold prices.Suppose: Today: Cost = $5, profit = $10, net earning = $5.Tomorrow: Gold goes up Twice..Cost = $5, profit = $20. = net earning = $15.Summary:net earning go up triple.
Comment by discern1 on Aug 25, 2011 3:17pm
The only other major factor in the equation is that the canadian v.s us dollar increased about 10% in Q2.  Since then the price has decreased about 5%.This reduction will drop our cost/oz by $50 just because of the exchange rate.
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