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Bullboard - Stock Discussion Forum Mandalay Resources Corp. T.MND

Alternate Symbol(s):  MNDJF

Mandalay Resources Corporation is a Canada-based natural resource company with producing assets in Australia (Costerfield gold-antimony mine) and Sweden (Bjorkdal gold mine). The Costerfield operation is located in Victoria, Australia, within the Costerfield mining district, approximately 10 km northeast of the town of Heathcote, Victoria. Youle and Shepherd are the main source of material for... see more

TSX:MND - Post Discussion

Mandalay Resources Corp. > Awful production report
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Post by Nick2021 on Apr 18, 2023 5:51pm

Awful production report

What a terrible quarterly report -- right when the price of gold is close to all-time highs, and the company is on the verge of getting rid of an onerous hedge covering 40% of its production, the following is happening:

- production at the Swedish mine is crashing, right after they raised guidance (after missing guidance two years in a row).
- production at Costerfield is crashing.
- if this level of production continues for a year, they'll miss guidance by a huge amount. 
- personnel problems.
- equipment leasing problems.
- they delayed their resource update for Costerfield by 9 months.
- their last drilling update contained very little.
- they decided against reinstating their dividend in favour of a stock buyback
- the CEO quit.

What a mess.
Comment by Sherry35 on Apr 18, 2023 5:58pm
You'd think they would have the Bjorkdal underground haulage issues and associated contract under control having expereinced these issues 2 and 3 years ago. You are allowed to make the mistakes once, but to repeat the same mistake makes one an I___T.
Comment by Nick2021 on Apr 18, 2023 6:13pm
And this applies to Bjorkdal guidance, too.  Bjorkdal produced -- 9000 Au oz -- this quarter.  That's yearly production of 36,000 (not even that, really, since they were a bit under).  What's 2023 guidance?  49,000 - 54,000.  Keep this up, and they'll miss the low end by 13,000 ounces.  To hit guidance, they have to produce 13,400 ounces per quarter ...more  
Comment by Sherry35 on Apr 18, 2023 9:27pm
All goog points. And, Au is on a tare so you think management would their poop squared away to increase our year end profit. Personnel issues at both mines. Well, perhaps mgmt should take a 10% salary cut like HP did in the past 3 recessions. But they are a visionary company. ALSO - the stock chart looks retarded.
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