TELSON RESOURCES INC SOHFD

ngobe

[Campsum]

It sounds like you are already getting behind it. True?

[ngobe]

Not exactly.  That is why I asked for those valuation questions to see where the stock might be heading.  What I know is basically what is on Telson's website.  The management cannot give any official guidance I think because they lack FS's but see the two mines as fairly profitable (as evidenced by the bulk sample sales, and previous prodction records from Campo Morado

[trivela]

It seems to me that current valuation is way too high, I would expect the stock to go lower as it shifts from being a potential miner to a real miner. Compare Telson with Ascendant (ASND), which has been operating a zinc/lead/silver mine in Honduras for several months. The main difference it is Ascendant has no gold, maybe that's the main reason for such a difference in valuation.

[ngobe]

It is mostly about the margins (the commodities, management, jurisdiction, level of production, and a few other things matter too but not as much).  If you have info on the expected production levels and potential AISC for the mines I would appreciate you sharing with me. What is the current level of debt (?20-25Mil)? The Taluheto mine seems to be quite robust judging from PEA / PFS.