Centamin Plc - Positioned for Growth

Centamin meldet Zahlen für 2018

• Produktion 472 koz Gold zu AISC von 884$/oz
  
  • 2019-er Ausblick: 490-520 koz Gold zu AISC 890-950$/oz
    
• Profit Share 55:45 (Centamin:EMRA)
  
• Umsatz 603 Mio. $ (vgl. 676)
  
• Gewinn 75 Mio. $ (vgl. 96)
  
• Dividende 5,5 US-Cents
  

http://otp.investis.com/clients/uk/centamin_plc/...amp;newsid=1235519

• am 18.04.2019 gabs 3 GBP Dividende
  
• operativ mit kleineren Schwierigkeiten
  
• Q1/Produktionszahlen abwarten
  

Centamin meldet Produktionszahlen für Q1/19

Operational

• Sukari Gold Mine ("Sukari") produced 116,183 ounces of gold in the first quarter ("Q1"), above forecast of 105,000 - 115,000 ounces
  
• Ongoing operational improvements delivered in the open pit and underground
  
• Record processing plant throughput of 3.25Mt of ore at a 95% plant utilisation rate
  
• Both unit cash costs and all in sustaining costs ("AISC") trending toward the lower end of annual guidance; cash costs of production of US$631 per ounce produced and AISC of US$898 per ounce sold
  

Outlook

• The Company is on track and reiterates annual guidance for 2019: gold production of 490,000 - 520,000 ounces, at cash costs of US$675-725 per ounce produced and an AISC of US$890-950 per ounce sold
  
• Continued exploration focus with 2019 budget of US$40 million targeting Cleopatra exploration and decline development, reserve and resource expansion at Sukari underground, Doropo Project and ABC Project, while identifying new scalable targets for future exploration and growth upside
  
• Updated resource, maiden reserve and Preliminary Economic Assessment ("PEA") for the Doropo Project to be completed by the end of H2 2019
  
• Completion of 40MW (AC) solar power plant feasibility study at Sukari during H2 2019, with the scope to significantly reduce power costs and reliance on fossil fuels
  
• Delivering on the Board succession programme to identify and appoint three Non-Executive Directors with one migrating to Non-Executive Chair
  
• The Company will release 3-year outlook, including 2020 and 2021 guidance, in Q2 2019
  

https://otp.tools.investis.com/clients/uk/...=1756&newsid=1254430

Ist Centamin ein potenzieller Übernahmekandidat?

https://www.miningmx.com/news/gold/...se-to-single-asset-gold-miners/

HIGHLIGHTS-Operational

• Improved Group lost time injury frequency rate ("LTIFR") of 0.11 per 200,000 workplace hours, for the third quarter ("Q3");
  
• Gold production of 98,045 ounces from the Sukari Gold Mine ("Sukari") in Q3, bringing production for the first nine months of 2019 ("YTD") to 332,141 ounces;
  
  
• Gross revenue was US$160.8 million from 108,826 ounces in gold sales, at an average realised gold price of US$1,478 per ounce;
  
  
  
• Open pit delivered continued grade improvements; Mining rates on the higher-grade Stage 4 West wall were slower than scheduled;
  
  
  
• Underground production exceeded plan, driven by approximately 50kt of marginal material mined reclassified as low-grade development ore and processed through the plant;
  
  
• Processing plant throughput of 3.2Mt of ore in Q3 (YTD: 9.8Mt), at a 94.3% plant utilisation rate;
  
  
  
• Absolute cash costs of production and all-in sustaining costs ("AISC") continue to track better than budget for Q3 and YTD; and
  
  
• As a function of lower production volumes, unit cash costs for Q3 are US$860 per ounce produced (YTD: US$742/oz) and AISC are US$1,141 per ounce sold (YTD: US$1,006/oz).
  
  
  

Financial

• Interim dividend of 4.0 US cents per share (US$46.4 million) was distributed to shareholders on 27 September 2019;
  
• Strong and flexible balance sheet with no debt, no hedging and cash and liquid assets of US$289.4 million, as at 30 September 2019, after interim dividend distribution;
  
• Net cash generated from operating activities was US$39.2 million. After Sukari profit share distribution and Group investing activities, Group free cash flow was US$4.1 million (YTD: US$39.7 million); and
  
• Total expenditure (capex and exploration expense) was lower than budget for Q3 (US$27.3 million) and YTD (US$85.7 million).
  

Q4 Outlook

• October production (to date) is in line with plan and on track to be the strongest monthly performance for the year to date; The bottom end of full year production guidance, 490,000 ounces, remains the target for the year;  
  
• Full year cost guidance remains unchanged, guiding towards the respective top end of the full year guidance ranges: cash costs of US$675-725 per ounce produced, and AISC of US$890-950 per ounce sold;
  
• The key focus for this quarters production target is the mining of the higher-grade ore as scheduled from Stage 4 West of the open pit;
  

https://otp.tools.investis.com/clients/uk/...=1756&newsid=1338381

Zahlungen an Regierungen

https://otp.tools.investis.com/clients/uk/...=1756&newsid=1391508

Zahlen für H1/20

• Produktion 256 koz Gold (+9% YoY)
  
• AISC 899$/oz (-4%)
  
• erzielter Goldpreis 1657$/oz (+27%)
  
• Umsatz 449 Mio. $ (+56%)
  
• Gewinn 75 Mio. $ (+280%)
  
• EPS 6,50 US-Cent
  

"The Board has declared a second interim dividend of 6 US cents per share, equating to 68% of free cash flow generated in H1 (US$69.4 million) to be distributed to shareholders on 11 September 2020"

https://otp.tools.investis.com/clients/uk/...=1756&newsid=1405988

Sicherheitsbedenken - Bodenbewegungen am Open-Pit Stage 4 West

Der Tagebau in dieser Zone wurde vorsorglich ausgesetzt.Centamin gab bekannt das in 2020 rund 15% weniger Gold abgebaut wird als bisher geplant.

• Produktion in Q4/20 soll bei 70 koz Gold liegen
  

https://www.miningmx.com/top-story/...spends-part-of-open-pit-mining/

Centamin senkt Prognose

• 445-455 koz Gold in FY20
  
  • 60-70 koz Gold in Q4/20 bei AISC 1450-1650$/oz
    
• 400-430 koz Gold in FY21
  
• Insiderkäufe
  

https://www.miningweekly.com/article/...-of-sukari-openpit-2020-10-21

https://www.sharesmagazine.co.uk/news/shares/...y-after-shares-plunge

https://www.miningmx.com/top-story/...enewed-pressure-on-share-price/

Centamin stellt seinen neuen 3 Jahres-Plan fur Sukari vor

Ziel ist es Kosten einzusparen und die Effizienz zu steigern, ab 2024 sollen 450-500 koz Gold zu AISC von 800-900$ produziert werden. Sollte der Goldpreis nicht weit unter 1800$/oz einbrechen, dann sind die aktuellen Kurse meiner Meinung nach attraktive Kaufgelegenheiten.

https://www.mining.com/...veils-three-year-plan-for-sukari-gold-mine/

... von "Nur Bares ist Wahres"

https://nurbaresistwahres.podigee.io/...sh-call-silber-gold-rohstoffe

"Tonspur der Videokolumne mit CapTrader vom 26. Februar 2021:
Themen des vierten CapTrader Cash Calls sind unter anderem ein außergewöhnlicher Goldproduzent, ein britischer Rohstoff-Trust, wird sowie die jüngsten Kapriolen rund um den Silberpreis einschließlich des historischen Vorläufers durch die Gebrüder Hunt in den Vereinigten Staaten. Zudem zeigen wir unsere physischen Silberfavoriten ? was in diesem Fall wörtlich zu verstehen ist."

Viel Spaß damit!