$YRI 0 online
Members of #yri
Moderators
Members
click to invite
@racker Maison Placements: Gold in the Trump Era https://gallery.mailchimp.com/de2b777f071a0a47f54ed315e/files/TheTrumpDumpEmail.pdf likes $AEM, $BTO, $EGO (but prefers B2Gold), prefers $ABX to $G and $NEM, likes $MUX, avoiding $YRI #gold #trump
2
from #index,
click to invite
@Excelsior I put up a post on the KER regarding $RZZ and $GZZ and figured it was worth posting here in the ~ProspectGenerator room in case anyone was interested. #Royalties #Streaming "Both Abitibi Royalties (RZZ) and Golden Valley Mines (GZZ) are benefiting for all the work $AEM Agnico Eagle and $AUY Yamana are doing to unlock the value in that deposit. "As we’ve discussed here on the KER dozens of times now – Golden Valley Mines is the better way to play all of this, and it has really out-performed Abitibi Royalties over the last year, and will continue to do so if investors evaluate things correctly." "Golden Valley Mines (GZZ) is the company that spun out Abitibi Royalties in the first place, to Rob McEwen’s protege — Ian Ball. So often when I discuss royalty companies or prospect generators with other investors , and we get on to Abitibi, very few realize that Golden Valley was the mother ship, and retains 49% of their company. Basically they own HALF. Ian and the Abitibi team have done a good job of finding other opportunities (like their pickup of the Red Lake royalties from another company I’m following Frontline Gold $FGC and the McFaulds Lake Property with Zinc/Copper/Silver targets)." ________________________________________________________________________ GZZ owns 49.4% of Abitibi Royalties (RZZ-TSXV); RZZ owns royalties on parts of the Canadian MalarticMine - $RZZ has 3% NSR in MalarticCHL Property, located contiguous and immediately East of the producing Canadian MalarticMine and main open pit; NSR royalties include the Odyssey North Zone, Jeffrey Zone and portions of BarnatEast Zone - $RZZ also has 2% NSR on portions of the Gouldie Zone and Charlie Zone - $AEM / $YRI recently indicated that the previously established $13.5 million budget for the 2016 exploration program on Odyssey has been increased again (originally set at $8 million)* -A total of 113 holes (89,774 metres) has been completed by Agnico-Eagle and Yamana, with drilling expected to continue through year-end * -An initial inferred mineral resource estimate for the Odyssey is expected early in 2017 _____________________________________________________________________ * The fact that Golden Valley mines (GZZ) owns 5,605,246 shares of Abitibi Royalties (TSXV:RZZ) (49%) of all these activities makes it the way to get exposure to this. IN ADDITION, to that (GZZ) has a number of other irons in the fire, that make them the superior play. - $GZZ owns 4,148,374 shares of $SOI Sirios Resources Inc. -2.5 –4% NSR on the Cheechoo Prospect ** Active Joint Ventures —> (GZZ) currently owns 100% of Lac Barry Prospect (working it with BonTerra) - $GZZ granted an option to BonTerra Resources Inc. $BTR to acquire an 85% interest in the Lac Berry Prospect (deal announced March 11, 2016) -To earn 85%, BonTerra must complete the following: -Issue to $GZZ a value of $200,000 of $BTR common shares (issued) -Incur expenditures of $2 million over 3 year period -Upon exercise, $GZZ will retain a 15% free carried interest (“FCI”) and a 3% NSR, with 1% of the NSR being subject to a buyback for $1 million *** Share ownerships -49.4% of $RZZ -60% of $KZZ (7,763,634 shares) -4% of $SOI -22.4% of $VZZ.H (4,170,910 shares) Golden Valley recently granted an option to Uranium Valley to acquire a 100% interest in 62 of its grassroots properties -Uranium Valley must incur $4,000,000 of exploration expenditures on the properties before December 31, 2021 ($500,000 before December 31, 2018; $750,000 before December 31, 2019; $1,000,000 before December 31, 2020 and $1,750,000 to be incurred on or before December 31, 2021) -Uranium Valley will issue 10,000,000 common shares to Golden Valley at $0.20 per share for ($2 million value) -Uranium Valley has granted Golden Valley a 1% NSR on the 62 properties ________________________________________________________________________ Golden Valley Mines – Corporate Presentation http://www.goldenvalleymines.com/investors/presentations/GZZ-January2017_v1_EN.PDF ___________________________________________________________________________ 1 year #LineChart of $RZZ and $GZZ showing the outperformance of Golden Valley Mines [and rightfully so, as it has so much more exposure to other projects like Bonterra, Sirios Resources, Nunavik Nickel Mines, and Uranium Valley Mines]. http://stockcharts.com/freecharts/perf.php?RZZ.V,GZZ.V&p=5&O=011000
2
from ~prospectgenerator,
@marketwired Yamana Gold Announces Board of Directors and Management Appointments @marketwired/yamana-gold-announces-board-of-directors-and-management $YRI $AUY.US
0
from #newsroom,
@marketwired Yamana Gold Announces Fourth Quarter and Full Year 2016 Results @marketwired/yamana-gold-announces-fourth-quarter-and-full-year $YRI $AUY.US
0
from #newsroom,
click to invite
@racker Cerro Moro will fix Yamana's growth, cost and debt woes in 2018: CEO Marrone on BNN. $YRI also planning non-core asset divestitures.
0
from #index,
click to invite
@FundamentalAnalysis What's happened here?
0
SEDI_bot Yamana Gold Inc. $YRI just filed 28 reports. View full report: SEDI:YRI
1
from #insiders,
SEDI_bot Yamana Gold Inc. $YRI just filed 31 reports. View full report: SEDI:YRI
0
from #insiders,
click to invite
@nicholaslepan RBC Dominion Securities analyst Dan Rollins lowered his target price for Yamana Gold Inc. $YRI in reaction to its fourth-quarter and full year 2016 results. With an “outperform” rating, Mr. Rollins lowered his target price for the stock to $3.75 (U.S.) from $4.50 to reflect “downward revisions to our near-term sustaining free cash flow forecasts and lower NAV estimate.” Consensus is $4.56.
0
from #index,
SEDI_bot Yamana Gold Inc. $YRI just filed 31 reports. View full report: SEDI:YRI
0
from #insiders,
click to invite
@racker Why Mining Is In A 'Good Spot' - Yamana Gold CEO Peter Marrone http://www.kitco.com/news/video/show/BMO-Conference-2017/1510/2017-03-01/Why-Mining-Is-In-A-Good-Spot---Yamana-Gold-CEO $YRI Daniela asks Peter about the Windfall project, which he says is not of interest to Yamana right now.
0
from #index,
@marketwired Yamana Gold Raises Approximately C$20 Million Through the Sale of Brio Gold Common Shares @marketwired/yamana-gold-raises-approximately-c20-million-through $YRI $AUY.US
4
from #newsroom,
click to invite
@Leon $BRIO < 800,000 shares are changing hands today at $3.10 $AUY $YRI #gold
0
from #index,
SEDI_bot Yamana Gold Inc. $YRI just filed 28 reports. View full report: SEDI:YRI
0
from #insiders,
click to invite
@Allan Hot off the presses, and I think a few of you may be surprised by one of my picks. http://allanbarryreports.com/2017/03/13/report-on-pdac-2017/ $AAX $ION $PG $WLF $TUD $SIR $SOI $YRI $BEX $SBB
10
from #index,
0
click to invite
@Excelsior $RZZ $ATBYF Abitibi Royalties is on a roll POSTED BY: TRISH SAYWELL MARCH 15, 2017 #NorthernMiner ~royaltiesandstreams "Ian Ball, the company’s president and CEO, believes the junior’s out-performance was due to exploration results at the Odyssey deposit, which is about 1.5 km due east of the current limit of the Canadian Malartic open-pit mine." "Abitibi $RZZ holds a 3% net smelter return #royalty on the Odyssey North Zone, within the Canadian Malartic mine property, which has been jointly owned by $AEM Agnico Eagle Mines and $AUY $YRI Yamana Gold since 2014." "In the last two months alone, Abitibi has purchased four new #royalties through the search engine. Two of them, unveiled in February, are near existing mines in Ontario and Manitoba. The first agreement, in partnership with $AMI AuRico Metals Inc., gives each company a 0.75% NSR on nine exploration properties throughout the Rainy River district in Ontario, near $NGD New Gold Inc.’s Rainy River development project, 65 km northwest of Fort Frances." "Large shareholders in the company are $GZZ $GLVMF Golden Valley Mines, which holds a 49.9% stake, and {Rob} McEwen, who has a 12.3% interest." http://www.northernminer.com/news/abitibi-royalties-roll/1003784477/
1
from ~royaltiesandstreams,
SEDI_bot Yamana Gold Inc. $YRI just filed 10 reports. View full report: SEDI:YRI
0
from #insiders,
click to invite
@mountains_of_glory Management is equally frustrated with the SP performance and has no explanation for the current weakness. The PEA is first-rate, indicates we have a tier 1 asset no doubt about it, and these continuing good results will strengthen the upcoming PFS. COO Dr. Eric Roth was the President and CEO of Extorre when it was a $14 stock and later sold to $YRI, so all in all I consider the action irrational and representative of a strong buying opportunity.
2
from #marl,
@marketwired Yamana Provides Notice of First Quarter 2017 Results Release and Annual Meeting @marketwired/yamana-provides-notice-of-first-quarter-2017-results $YRI $AUY.US
0
from #newsroom,
click to invite
@Ihostlong Undervalued stocks #hotpick $cal $goro $hmy $sbgl $ssri $tmm $trq $yri $ssl $ivn
5
from #gold,
click to invite
starcamp The board will give Nolan a large bonus for making the deal happen. So unlike shareholders he has little to lose. He gets a fat paycheck at the front end of the deal. This is the same strategy Peter marone on $yri has used. Constantly buying and selling assets to justify​ his huge salary and incentives while shareholders are fleeced. Hot madenn may never become a mine and even if it does there is no recourse if turkey stiffs operator and royalty partners. I am not saying $ssl is toast but I consider it expensive at today's multiple. It is as much a prospector as a streamer and should be valued as such.
0
from #ssl,
@marketwired Yamana Gold Announces First Quarter 2017 Results and Increases Annual Gold Production Guidance @marketwired/yamana-gold-announces-first-quarter-2017-results-and $YRI $AUY.US #news/mining #news/gold
1
from #newsroom,
SEDI_bot Yamana Gold Inc. $YRI just filed 2 reports. View full report: SEDI:YRI
1
from #insiders,
click to invite
@Excelsior I'll just repost it (see page 8): http://www.goldenvalleymines.com/investors/presentations/GZZ-January2017_v1_EN.PDF $GZZ owns ~49% of Abitibi Royalties (TSXV:RZZ) - $RZZ owns royalties on parts of the Canadian #Malartic Mine, including a 3% #NSR on Odyssey North - $AEM and $YRI had an exploration budget of C$13.5 million for 2016 -Resource on Odyssey expected by early 2017 - $GZZ owns 4,148,374 shares of $SOI Sirios Resources Inc. w/ a 2.5–4% #NSR on the Cheechoo Prospect *Active Joint Ventures -Lac Barry with $BTR BonTerra (now they'll need to add the $AZX and $KZZ JVs as well) *Share ownerships -49.4% of $RZZ (5,605,246 shares) -60% of $KZZ (7,763,634 shares) -4% of $SOI (4,148,374 shares -22.4% of $VZZ (4,170,910 shares) $VZZ did own 21% of $LEX, so not sure if that is being swapped for shares of $MUX now that Rob is taking over $LEX. It's all so entangled and hard to keep up with. > > Lexam VG Share Owners Approve the Acquisition by McEwen Mining  https://ceo.ca/@marketwired/lexam-vg-share-owners-approve-the-acquisition-by-mcewen ** I still believe $OR may use $GZZ as a back door into getting at that 3% #NSR on Odyssey, and there is little $RZZ could do about it.
0
from #index,
click to invite
@MiningBookGuy RE-POST #MIF with tags + comments: MIF May 2017: Joe Mazumdar - Too Big to Fail? A Review of Major Gold Producers https://www.youtube.com/watch?v=pq_bTVsJlDc+ @JMNorthShore #Majors $ABX $NEM #Newmont $GG $NCM.AX $AEM $K $AUY $YRI $ELD $IMG Honestly this was a bit too much to take in, and I'll need to watch again. I will look at the article it's based on, which is free (awesome!): https://explorationinsights.com/pebble.asp?relid=244788 Conclusions and relation to juniors is very interesting. Makes more sense as to why $AEM is getting a big premium these days. Good promo for #ExplorationInsights from Joe at #MIF! #mbgtrends
1
from #mbgtrends,
@marketwired Yamana Gold Raises Approximately C$80 Million Through the Sale of Brio Gold Common Shares @marketwired/yamana-gold-raises-approximately-c80-million-through $YRI $AUY.US #news/mining #news/gold
1
from #newsroom,
SEDI_bot Yamana Gold Inc. $YRI just filed 1 reports. View full report: SEDI:YRI
0
from #insiders,
SEDI_bot Yamana Gold Inc. $YRI just filed 11 reports. View full report: SEDI:YRI
0
from #insiders,
@marketwired Yamana Gold Completes Sale of Approximately C$80 Million of Brio Gold Common Shares @marketwired/yamana-gold-completes-sale-of-approximately-c80-million $YRI $AUY.US #news/mining #news/gold - Completed secondary offering of 26,667,000 common shares at $3.00/share for total gross proceeds $80,001,000 - Underwriters have option exercisable until 30 days following closing of Offering to purchase additional 2,667,000 Brio shares
0
from #newsroom,
SEDI_bot Yamana Gold Inc. $YRI just filed 1 reports. View full report: SEDI:YRI
0
from #insiders,
click to invite
@Stocksluice Thanks @tommy. Okay, here is my dream scenario, a total fantasy... the drilling has hit bigly, and $F are negotiating hard with $YRI for a JV, who would rather buy them out at a 100+% premium.
2
from #f,
SEDI_bot Yamana Gold Inc. $YRI just filed 18 reports. View full report: SEDI:YRI
0
from #insiders,
click to invite
@BruceWayne Updated $GDXJ sheet with daily changes. Can now see the adds, with the only deletion being their big brother $GDX. Some big volume moves, especially in $ELD and $YRI http://cdn.ceo.ca/1ckibai-Tracking.xlsx
1
from #index,