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Bullboard - Stock Discussion Forum Voltalia Ord Shs VLTAF

Voltalia SA is a France-based holding company engaged in the renewable utilities sector. It designs, develops and operates electric power stations in numerous countries, such as France, French Guyana, Brazil, Greece and Morocco. The Company generates electricity using a variety of renewable energy sources. These include wind, water, biomass and solar power. In addition, Voltalia SA specializes... see more

PINL:VLTAF - Post Discussion

Voltalia Ord Shs > Last two minutes
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Post by eebler on Jun 23, 2010 7:23pm

Last two minutes

The last two minutes of the trading day helped put a nice shine on today's close.  It is sitting on top of a really solid support level of 1.29 and there is really nothing in its way up to 1.45.  Still a lot of bearish metrics, but if you look at the trends the Momentum has been on a very gradual uptrend since end of May, and the MACD crossed over as of last week's Nassara announcement.  Yesterdays reversal candle was confirmed with a nice solid candle today. 

In terms of estimate, here is a different way of trying to estimate the ozs.....Working from Randgold's study, and for ease of math let's say it was 2.5M ozs, at 1.01 g/t that translates into approximately 71M tons of ore-containing rock.  Cut that by 1/3rd due to the drilling depth differential, and you end up with approximately 47M tons of ore-containing rock.  I have tried to guess how much more area VTR has included, because Randgold's study was primarily based on a strike length of 650m (correct?) whereas VTR has extended the strike-length to almost 900m.  The north and south ends narrow out, but they still contain enough g/t to make it feasible to mine.   A conservative estimate for additionaly material then might be as little as 5%, so that ups the tons to at least 50M tons.  I'm willing to bet a body-part that the g/t is going to improve and I've guessed at 1.54, but to be conservative for the first estimate, let's go with 1.25 g/t.  Do the math on 50M tons at 1.25 g/t and you get approx 2.2M ozs.  Even if the g/t doesn't improve (which I can't believe based on the quality of section 5200 and some of the other results) the worst case should be 1.8M.  On the more optimistic side, the math on 1.54 g/t works out to approx 2.7M ozs.  So, the potential could be somewhere between 2.2M and 2.7M.   Any major flaws in my reasoning?


eebler

Comment by ALLEN4 on Jun 23, 2010 11:14pm
Calculation looks sound to me, but perhaps overly conservative and I appreciate that was your intention. In there last N.R. Volta says they intend to convert 2/3rds of the Randgold in-house estimates to NI 43-101 compliant resources. If you simply take the 2.65 million ounces, in-house estimates from Randgold, 2/3s of that would be 1.75 million ounces, close to the baseline you have calculated as ...more  
Comment by eebler on Jun 24, 2010 6:48am
Conservative was definitely my intent.  I would love to see it higher.For the depth and narrowing, it is hard to tell what really happens below 200m.  I haven't found any illustrations that show the interpretation of the ore body below 200m.  I went back and looked at all the Volta news releases and they all cut off around 200m.  When you look at the various cross-sections, ...more