Steppe Gold - Da läuft was in der Mongolei!
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Steppe Gold ist ein angehender Edelmetallproduzent mit Sitz in Kanada. Dem Unternehmen gehört das weit fortgeschrittene ATO Projekt in der Mongolei, welches man 2017 von Centerra Mongolia, einem Tochterunternehmen der Centerra Gold Inc. erwarb. Steppe Gold plant den Produktionsstart for das 3. Quartal 2018. Zusätzlich erwarb man weitere Explorationsgrundstücke wie das Uudam Khundii (UK) Grundstück in der Mongolei.
https://www.viewpointproject.com/ptv-segments-steppe-gold-limited/
Ansonsten bin ich auf die nächsten News gespannt
Steppe Gold to Acquire Anacortes Mining Corp
Our team is excited to announce that we have entered into a binding agreement with Anacortes Mining Corp, allowing Steppe Gold to acquire all of Anacortes' issued and outstanding common shares.
Anacortes shareholders will receive 0.4532 of a Steppe Gold common share for each Anacortes Common Share, which represents consideration of approximately C$0.48 per Anacortes Common Share and a premium of 36% based on the closing prices of the Anacortes Common Shares on the TSX-V and the Steppe Common Shares on the TSX, each as of the close of trading on March 3, 2023. Shareholders of Steppe Gold and Anacortes will own 79% and 21% of the combined company, respectively, on a basic basis.
The proposed Transaction is anticipated to create a leading junior gold producer with significant near-term growth. In addition to current production from Steppe Gold’s ATO gold mine, which is expected to increase in scale with the current Phase 2 expansion, additional future growth would be supported by the development of the high-grade Tres Cruces oxide project in Peru, which is located approximately 10 km from the Lagunas Norte mine.
Matthew Wood, Executive Chairman of Steppe Gold, stated: “This transaction transforms Steppe Gold into a multi asset, multi jurisdiction gold company with existing production and development projects in two of the most exciting and still untapped gold provinces in the world in both Mongolia and Peru. The new combined company will have a potential development profile of over 200,000 ounces and a resource base of over 4.5 million gold equivalent ounces.”
James A. Currie, President and Chief Executive Officer of Anacortes, stated: “The Transaction offers our shareholders with an immediate and attractive premium, in addition to meaningful ongoing ownership in the combined company. We see this as an excellent opportunity for our shareholders to participate in a growing junior gold producer that will have an enhanced ability to advance and develop the Tres Cruces project. I am proud of the Anacortes team for their efforts and look forward to our participation in the ongoing success of the Steppe Gold team as they surface meaningful value from the combined asset base.”
The Transaction is expected to provide meaningful benefits to shareholders of both companies.
For Steppe Gold shareholders:
Adds the Tres Cruces project to the growth pipeline - an attractive and technically straightforward development project in Peru with low capital intensity and the potential to add 68,000 ounces of gold production per year at average all-in sustaining cash costs of US$734 per ounce.
Diversifies the asset portfolio with the addition of another development project and provides entry into one of the world's most prolific gold mining belts in Peru, thereby allowing the potential for Steppe Gold to become a multi asset and multi-jurisdictional gold company.
Further reinforces the value proposition of Steppe Gold, with the Tres Cruces project having an underlying NPV of approximately US$170 million at US$1,700 gold (per the preliminary economic assessment filed in March 2022).
Tres Cruces adds a large and underexplored land package that current hosts indicated resources of approximately 2.5 million ounces at 1.65 g/t and inferred resources of 104 kozs at 1.26 g/t, inclusive of 630 kozs of high grade 1.28 g/t leachable gold.
This adds to the existing asset base at the ATO Gold Mine where it recently reported Proven and Probable Reserves of 1.7m oz Au Eq and Resources of 2.05m oz Au Eq.
For Anacortes shareholders:
Immediate and upfront premium of 36%.
Share exchange provides for meaningful retained ownership in the combined company and ongoing exposure to near-term value catalysts, including the Phase 2 expansion at the ATO Gold Mine and the future advancement and construction of the Tres Cruces project.
Participation in an established, low cost and growing producer with increased access to capital.
Opportune time to transact given the impending Phase 2 expansion at the ATO Gold Mine, which is expected to increase annual production to approximately 100,000 of gold equivalent oz.
Transaction Details
The Transaction will be structured as a plan of arrangement of Anacortes pursuant to the Business Corporations Act (British Columbia).
The Transaction is subject to, among other things, the execution of an arrangement agreement, the receipt of all necessary regulatory, stock exchange and court approvals, and obtaining shareholder approval of the Transaction at a meeting of the Anacortes shareholders, which is expected to be held in Q2 2023. The Binding Agreement includes customary deal protections, including a non-solicitation covenant in favour of Steppe Gold until April 17, 2023 and reciprocal expense reimbursement in certain circumstances.
Execution of the arrangement agreement is expected to occur on or about April 14, 2023 and closing of the Transaction is expected to occur on or about June 5, 2023.
Förderkosten liegen bei Steppe bei ca. 800$ je Unze. Das bedeutet aktuel von diesem Niveau ca. 1.200$ Gewinn je Unze. Das bedeutet aktuell, hätte bei voller Förderung unsere Steppe Gold ganz grob gerechnet einen inneren Wert von
1.200$ * 5.000.000 Unzen = 6 Mrd. US Dollar!
Und aktuell haben wir eine Marktkapitalisierung von nur etwas über 50 Mio. €...
Das ist ja eigentlich unglaublich...aber das ist echt bei vielen Minen ähnlich, aber bei der Steppe aufgrund der niedrigen Förderkosten (AISC) schon extrem.
Zieht noch bisschen Exploration und Capex ab, trotzdem...
Und Gold steigt aktuell weiter.
Bitte, jeder soll selbst nachrechnen, das ist keine Empfehlung meinerseits
Aber trotzdem bleibt Steppe auch für mich auf aktuellem Niveau massivst unterbewertet. In einem Gold-Bullenmarkt müsste die mcap 10x höher als die Aktuelle....
Meine Meinung...
Ab Phase 2 produziert Steppe ja 100.000 Unzen pro Jahr, was dann eine Menge Cashflow bei den Goldpreisen rein bringt. Und nicht vergessen, wie ich das im Kopf habe müssen ab Phase 2 dann nur noch 5% vom Umsatz an das Streamagreement gezahlt werden. Was uns dann eine Menge Geld einspart und die Marge kräftig steigert. Insofern sehe ich viele Vorteile wenn der Markt sieht, dass wir die Finanzierung haben...
Peru bringt 7 Mio $ Cash rein (laut Anacortes Bilanz), jetzt die 9 Mio $, plus 5 Mio. $ Kreditlinie der Mongolei zusätzlich noch die Goldverkäufe aus dem Jahr 2023, was auch nochmal bestimmt Minimum 25 Mio. $ rein bringt. Dann haben sie mit bestehenden Kreditlinien um die 50 Mio. $ Cash. Finde das gut.
Produktion fast verdoppelt zu Q1 22 (Wintermonate!). Schulden sind weg. AISC weiterhin genial. 60000OZ Jahr sollte klappen (wenn Verdopplung anhält). Das einzige was mich etwas stört sind die grade im Leach bei 0,94g -die waren besser. Möglicherweise ist das aber egal wenn AISC und Produktion stimmen
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Wertpapier: Steppe Gold Ltd. |