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Bullboard - Stock Discussion Forum North American Gem Inc V.NAG

TSXV:NAG - Post Discussion

North American Gem Inc > Numbers to Consider
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Post by jfdid on Oct 21, 2009 12:18pm

Numbers to Consider

At a glance: NAG's expenses have been around $400,000 per quarter(give or take) for the past year and a bit...not including Q4 of 2008(1.5million) which was probably due to drilling or acquisition costs.

News release... https://www.stockwatch.com/newsit/newsit_newsit.aspx?bid=Z-C:NAG-1649542&symbol=NAG&news_region=C states "Both Engle Hollow Mining and Kentucky Mine Power have agreed to a fixed cost per ton of coal mined. This will allow North American Gem to control costs and more accurately project earnings. NAG expects to have a monthly coal production level of approximately 10,000 net tons, given each auger can produce 4,000 to 6,000 net tons per month. The production rate and mine-life projections have been made without support of a feasibility study, there is no certainty the proposed operations will be economically viable. "

10,000 net tons monthly is 30,000 tons quarterly. 30,000 tons at $56 = $1,680,000 minus fixed coal processing expenses. We won't know the true expenses or the quantity of coal produced until 2010 Q1 results I would assume, as start up, mobilization and the cost of 'working out bugs' will be represented in 2009 Q4 and won't represent the revenue/expense per ton of coal once we're up and running.

There are obviously some other costs to consider, but overall, I think we're in the positives on this mine alone.

Bottom line is that unless the costs are super high, we'll have some positive cash flow, enough to cover the company's quarterly expenses across the board, with the left over proceeds enabling the company to continue on with the next 3 mines, and eventually LL.
Comment by likeslt on Oct 21, 2009 12:33pm
jfdid, you need to consider the mining cost as this is the main cost - $40.00/net ton, do not pump the same way as Riddlethis- treat sales revenue as net income.From NAG NR:The permit will be transferred to Engle Hollow Mining, LLC which will mine the leases under contract for a price of $40.00/net ton loaded into trucks to be transported to market. 10 cents will the trigger for the sell ...more  
Comment by jfdid on Oct 21, 2009 12:49pm
A quick ammendment;The Sept 15th news release states the permit is good for approx. 12-18 months.  Even at 12 months, that's $20million in gross production, in 12 months.  If they bring in the highwaller, the numbers will be higher, sooner, but maybe for a shorter period of time.  Efficiency is a good thing lads.We'll see how many people decide they'd rather buy NAG ...more  
Comment by jfdid on Oct 21, 2009 12:54pm
likesit...100% correct, the more info here the better.  Pumping or Bashing, the more numbers that are discussed here, the better in my opinion.  A collaboration of people looking at stocks should help us all weed out the junk from the quality.
Comment by Saturn4 on Oct 21, 2009 12:58pm
My guess ... this will move up to .11 today and maybe close at .10 .... the higher the s/p, the bigger the moves (cent wise to make the percentage gains) .... I would like this thing to be in a price range where there are no more half cent trades .