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Bullboard - Stock Discussion Forum TMAC Resources Inc. T.TMR

TMAC Resources Inc is an industrial metals and materials company. The business acquires, explores, and evaluates mineral properties. Its lone business segment is Mining; this segment is engaged in the exploration and development of precious metal resources, primarily gold. The company generates the vast majority of its revenue in Canada. TMAC Resources' primary mine is located in Hope Bay, in... see more

TSX:TMR - Post Discussion

TMAC Resources Inc. > Hey River: Nope, not saying that at all.
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Post by Shermandrock1 on Feb 11, 2020 1:29pm

Hey River: Nope, not saying that at all.

No one from TMAC management has ever contacted, nor will ever contact, me to discuss their plans. However, what I am saying is that "the big 3" hired a salesman to do a miner's job. The TMAC story is a great parallel to the farmer who had the golden goose. Rather than being satisfied with periodic golden eggs, wanting them all, in his impatience decapitated the goose. Sorta like piling up the debt levels, eh? What I am saying is that it is 1) time to return the attention to the business of mining what it is known is at Doris and Madrid and 2) streamline the organization by cutting all personnel not closely associated with the mission of mining 3) replace non-mining personnel with talented / accomplished miners. What is the rush? Gold does not evaporate and, there is a strong likelihood that the coming unsustainable world debt, money printing party will eventually come to an end. Who here thinks that the "normal" of the world would rather hold worthless paper over real money? Yep, it is a question of "when" the value of Hope Bay will be unlocked versus "if".
Comment by blackhole1 on Feb 11, 2020 2:27pm
I think you are right with your assessment. But how do you propose to change that? What also puzzles me here is lack of institutional interest even at these prices. They have such a good resource. Besides, institutions are supposed to like canada as a jurisdiction.. So why is this lack of interest I wonder?
Comment by snowshoedb on Feb 12, 2020 7:21am
The problem is recovery % guys. Don't focus on symptoms... the focus needs to be on the problem... You can't flush 5-8 million dollars a quarter down to the tailings pond.
Comment by tour2best on Feb 12, 2020 3:07pm
TMAC completed a PEA in 2015 and does not appear to have completed a feasbility study and metallurgical ssumptions were optimistic, in hindsight.  REcovery was assumed to average 91% within a range of 87 to  95% (optimistic?).  Each 2% resulted in ~$55 million in NPV, so 550 million error?  Same sensetivity as to Au price, ~most sensetive. Read some literature on Gekko, it is ...more  
Comment by Robfrod on Feb 13, 2020 1:00pm
Because Gekko was dirt cheap and geologists were making these decisions.  Anybody with a metallurgical background saw problems coming, maybe not to this extent but not many people were surprised
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