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Bullboard - Stock Discussion Forum 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 Discussion

Alexco Resource Corp. > Axu all "blue sky" and is it a "CHEAP" sale?
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Post by HardWaySix on Jul 06, 2022 11:52am

Axu all "blue sky" and is it a "CHEAP" sale?

Thoughts posted here are for entertainment purposes only.

No Axu is not a "cheap sale", maybe even lucky they got a buyer.

What will happen next, will the speculators get their money back.  Is this a good deal?  Will the board retire?  Where did all the promoters go (you know who you are )?   Was the intent all along to sell, was it a lifestyle company, who knows.

Sorry for all the investors that poured money into this speculation and did not bail in time.

 But then this outcome may not be much of a surprise. A few here expressed deep concern and there are a few notables here over the last two years posting saying that there appears to be something wrong.  They were sent packing by promoters and speculators.  Everything was blamed on everything except the real issue, namely this is a hard area to mine and make profit.

Keno Hill has a lot of history and this outcome was, to some, not surprising.  Maybe Hecla just wants this to be shuttered. Maybe Hecla ran the numbers and decided it was a cheap price to take millions of oz. of the table for now.

Keno Hill profitabilty is all speculation on the price of silver, always has been and always will.  From the hand picking high graders of pure silver at the turn of the last century, silver heists, through to the final UKHM closure.  Never mind Treadwell and all that crazy.

There is no  room for error in execution of mining in this area regardless of what the promoters say, current and past history has proved that and I beleive always will.  I would not be surprised that other very small juniors operating in the area, may just drill and drill and fade away. Do your DD.

According to Axu this sale to Hecla is a good deal with an immediate uptick.  Depends on where your investment was when that bit of news was broadcast, your either happy or not.  

Axu hasn't mentioned who gets what for a final paycheck?  It is interesting to note the amount recently raised, before Hecla, sort of equals a years worth.

Did Hecla just get a mine for 'CHEAP' , not really, non-revenue generating mines are expensive and no one wants them.  Above ground you have ongoing infrastructure costs, labour, managment, consultants, underground continuous dewatering, shoring repair, clean up  and so forth.

Therefore the "pennies on the dollar" price sale   (but probably fair considering the state of the mine (mill shuttered), expressions of a six month inventory review and current stock market conditions plus the price of silver).  

Buyer gets all the baggage, ongoing mantenance and remedial costs.  But you do get to ensure that deposits stay underground.  Maybe someone ran the numbers and saw that it was better to wait as Axu didn't have the pockets to continue and saw that it was focused on exploration and hoping for better feed rates, the rest was speculation waiting for silver price to increase and then sell.

Hecla Q1 22 here.
https://ir.hecla.com/News--Media/news-releases/news-details/2022/Hecla-Reports-First-Quarter-2022-Results/default.aspx
https://ir.hecla.com/News--Media/news-releases/news-details/2022/Hecla-Reports-First-Quarter-2022-Results/default.aspx

Hecla news release   (promo)
https://ir.hecla.com/News--Media/news-releases/news-details/2022/Hecla-Acquires-Alexco-Resource/default.aspx
https://ir.hecla.com/News--Media/news-releases/news-details/2022/Hecla-Acquires-Alexco-Resource/default.aspx

Alexco news release (benefits) :)
https://www.alexcoresource.com/news/hecla-acquires-alexco-resource/
https://www.alexcoresource.com/news/hecla-acquires-alexco-resource/

But then maybe, just maybe, Gaffin had it right.

"Keno, the venerable old gentleman mine, refuses to die a natural
death as long as a probable hundred
million ounces of silver keep its heart
beating. Yet, the federal government
is bent on subjecting the mine to
euthanasia."
Comment by grape562000 on Aug 31, 2022 11:26am
Serious question: I have been invested (heavily) in AXU for years and kept in touch with the company (IR). The things I was told appear to have been untrue. I have been waiting for 'full production; which despite delays and in spite of the stream with Wheaton should have resulted in very decent earnings (by my estimate around .30 a share. After the laughter subsides... I also assumed ...more  
Comment by grape562000 on Aug 31, 2022 12:51pm
Let me answer my own question. "I" should have sold at $2 USD in March (second time it had fallen to $2 USD and a 30% loss for me. Despite what the company was saying saying, the old adage 'cut your losses and let your winners run' should have been my mantra. Hecla will not idle the mines in my opinion. That makes no sense to me. What was too expensive for AXU is not too ...more  
Comment by HardWaySix on Sep 01, 2022 6:11pm
Glad you answered your own question,  Best of luck. As I have said before, profitability at Keno Hill is dependent on the the price of silver and a great managment/operational team.  Time will tell what is too expensive for HL. GLTA
Comment by roberto146 on Aug 31, 2022 2:51pm
"... and when I should have known to bail." You couldn't have known - until they suddenly couldn't give the promised guidance (5/12), and by then it was already down to a buck. The crash started in March, from 2.50. Maybe a clue was when they said they were fully funded for a year, cash flow positive in Q1, but then did two money raises in early '22, at 2.70 in January and 1 ...more  
Comment by HardWaySix on Sep 01, 2022 5:53pm
IMO only. Serious answer.  1080980 B.C. Ltd. = HECLA CANADA LTD. = Hecla Mining Co. of C L (old notation in 67) First one can only hope no one is laughing,   A lot of investors were shocked and lost money with the recent turn of events, but, and this is a big BUT, it is not the first time this has happend in Keno Hill.  This  AXU/HL  deal will also reflect on ...more  
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