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Bullboard - Stock Discussion Forum Victoria Gold Corp VITFF

Victoria Gold Corp. is a gold mining company. The Company’s flagship asset is its 100% owned Dublin Gulch property, which hosts the Eagle, Olive and Raven gold deposits along with numerous targets along the Potato Hills Trend including Nugget, Lynx and Rex Peso. Dublin Gulch is situated in the central Yukon, Canada, approximately 375 kilometers (km) north of the capital city of Whitehorse. The... see more

GREY:VITFF - Post Discussion

Victoria Gold Corp > Sandbagging and truth in production. SA CC transcript.
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Post by phoenix_trader on Mar 28, 2022 1:39pm

Sandbagging and truth in production. SA CC transcript.

The really great news first;

A couple of other points to note is on inventory, you’ll notice in our current assets, our inventory is quite a large number, and it does include C$120 million in mineral inventory and that is gold, primarily on our heap leach pad as well as in stockpiles or finished goods. And I just want to remind listeners that that $120 million is based on cost. It equates to 105,000 ounces in mineral inventory. And if those ounces were valued at today’s gold price, the valuation is over C$250 million. So, we’ve got quite a slug of gold in inventory. We expect the vast majority of that inventory to come out to 2022.

And on debt repayment, I did mention that we’ve paid over $60 million in 2021. We do expect to repay at least that amount again in 2022. Dependent on where the gold price goes, we may pay more down than that $60 million.

A first for discussion on a CC:

Just a couple of comments on the guidance we provided. I’ve talked to one of our shareholders Friday, and he said, I don’t understand why you had to sandbag the market. I guess, my comment to that is I don’t think we’re sandbagging. We are being conservative with our guidance. It’s -- we’re still in a pandemic. We’re seeing impacts on both, supply chain and the operations as a result of COVID. And we have a war going on in the Ukraine, which is further having an impact, particularly on supply chain. So, we were very conservative with our guidance. And I think we want to make sure that we’re comfortable that we meet it.

Comment by OCB1234 on Mar 28, 2022 1:55pm
This post has been removed in accordance with Community Policy
Comment by MVargas on Mar 28, 2022 3:16pm
Gold in inventory is not great news, nor is it even news.  That is the nature of Heap Leach operations; you build inventory until you reach a point where gold in = gold out.  So to say "we expect the vast majority of that inventory to come out in 2022", it is being disingenious.  It will be replaced by new 2022 inventory. Second point:  Of course he is sandbagging ...more  
Comment by kegman on Mar 28, 2022 5:23pm
He also mentioned the U.S. class action suit which is a direct result of not hitting guidance.  They did not answer any questions in the chat area.  That is concerning.  
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