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Bullboard - Stock Discussion Forum Yukon Nevada Gold Corp T.YNG

TSX:YNG - Post Discussion

Yukon Nevada Gold Corp > Updated NI 43-101
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Post by Combo9 on Apr 15, 2012 3:57pm

Updated NI 43-101

The updated NI 43-101 is expected the week beginning 16th April.  There is some expectation that the company's resources may be increased to 6m oz.  Any thoughts on how this might affect the SP? 

Here are some of my thoughts.  If this is indeed the case, then applying a $/oz metric we are trading at only $45/oz at the current market cap.  This would be considered low for a non-producing junior explorer.  As a producer the usual valuation is $200-$400/oz in the ground, so we are really looking at multiples of the current share price using this method.  Of course this metric omits the ore processing plant asset, itself worth an estimated $500-$1000m.

Overall the company is looking incredibly undervalued and any increase in resources would be excellent news.  Provided we continue to produce without further downtime, and continue to ramp up to our maximum operational capacity, I expect interest will return and a considerable re-rating will occur.  Good luck all.

dyodd

Comment by exgoldminer on Apr 15, 2012 8:49pm
Going by this metric, with resources increased to 6m and reasonable production standards sustained, we're looking at an easy $1/share. I'm assuming that most of those oz are from relatively easy-access open pit muck  from Jerritt, without hypothetical oz from Ketza. Add the roasters to that, and we're talking takeover target. Nice idea -- hope it works that way. Hope product ...more  
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