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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: DinoNavarre who wrote (96920)	2/19/2020 5:16:57 PM
From: isopatch	Read Replies (1) \| Respond to of 108917

Thanks for sharing your work with the board. It's appreciated. Agree re: "worst case" scenarios. Our species currently est. to be 230,000 yrs old. Last polar reversal was about 780,000 yrs ago. Message 32559339 Iso

To: DinoNavarre who wrote (96920)	2/19/2020 6:41:47 PM
From: DinoNavarre	1 Recommendation Recommended By isopatch Respond to of 108917

Somewhat like these outfits.....Don't hear much chatter on these outfits..... For the most part....Books don't look bad...Most of them ramping up earnings.... Wish some more of them provided a dividend..... WDO.TO Gold GCM.TO Gold/Silver CG.TO Gold SFR.AX Copper/Gold/Silver OGC.AX Gold/Copper TBR.AX Gold/Silver SAR.AX Gold/Nickel POLY.L Gold/Silver/Copper/Zinc/PGM's HGM.L Gold/Silver/Copper/Lead OZL.AX A bit of everything, including investments in uranium miners DPM.TO Gold RND.AX Smaller outfit...Gold/Silver/Cash HCHDF Silver/Gold ORA.TO Gold/Copper, only 1.16m float Any of you folks have more to add to this list....at least above 100mil market cap type stuff...??? Here is a list if anyone wants to take a look.....(select Gold & Silver sector). dmv

To: DinoNavarre who wrote (96920)	2/20/2020 9:22:02 AM
From: E_K_S	2 Recommendations Recommended By DinoNavarre isopatch Read Replies (1) \| Respond to of 108917

Kirkland Lake Gold EPS beats by $0.03, beats on revenue Feb. 20, 2020 4:38 AM ET\| Kirkland Lake Gold (NYSE: KL): Q4 Non-GAAP EPS of $0.88 beats by $0.03; GAAP EPS of $0.80 beats by $0.04. Revenue of $412.38M (+47.1% Y/Y) beats by $1.4M. Press Release -------------------------------------------------------------------------- Kirkland Lake aims for over $1.5B of free cash flow, plans to double dividends Feb. 20, 2020 6:52 AM ET\|About: Kirkland Lake Gold Ltd. (KL)\|By: Vandana Singh, SA News Editor Kirkland Lake (NYSE: KL) rises ~4.5% in pre-market as the company says that it's positioned to generate “well over half-a-billion dollars” of free cash flow in 2020; raised its guidance to between $1.47B - $1.54B to reflect the Detour Lake mine acquisition. Forecasts production of ~1.40M ounces in 2020; Detour Lake mine will add between 520,000 oz and 540,000 oz to the group’s production, with the balance coming from Macassa & Holt Complex, and Fosterville. Kirkland produced a record 974,615 oz in 2019, which was a 35% increase from 2018, at an operating cash cost of $284/oz and an all-in sustaining cash cost of $564/oz. 2019 net earnings doubled to $560.1M, with adjusted net earnings of $576.4M. Free cash flow reached $463M, +81% Y/Y. The company plans to substantially double its quarterly dividend, to $0.125 per share, effective the Q2 2020, and commit to buying back 20M shares over the next 12 to 24 months. Additionally, KL decides to designate Holt Complex in Northern Ontario and assets in the Northern Territory of Australia as non-core and will be considering strategic options for these assets. --------------------------------------------------------------------------- Do not own this one but report reflects the huge FCF they generate now as gold price achieves new highs (especially in other currencies). Watch those companies on your list and track the growth of their FCF when they reflect the new gold price on ore mined. The next question is where does this growth in FCF go? KL will raise their dividend similar what to GOLD announce.

To: DinoNavarre who wrote (96920)	2/20/2020 11:38:10 AM
From: Andrewagain	3 Recommendations Recommended By DinoNavarre isopatch Rollocaster Respond to of 108917

NEM KGC FSM Taking some profits here on NEM (48.60) and rolling over into FSM (3.77)which looks like it wants to pop to $4. Continuing to hold KGC which looks like wants to go higher still and a nice beta play on bullion price. Pretty amazing action on HL and CDE charts today, vertical drop and then violently back up to basically even. Thanks for your post, concur that miners whose costs are not in USD is where to look.