AUY - Yamana Gold, Inc.

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by T0rm3nted, Apr 6, 2016.

  1. Dan Thunderbolt

    Dan Thunderbolt Active Member

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  2. Dan Thunderbolt

    Dan Thunderbolt Active Member

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  3. Dan Thunderbolt

    Dan Thunderbolt Active Member

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  4. Dan Thunderbolt

    Dan Thunderbolt Active Member

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    Yamana Gold (YRI, AUY) - Multi-cycle, Dividends & Organic Growth
    May 27, 2021

    0:00 - Introduction
    1:39 - Company Overview
    3:38 - The Journey: Company History, Team Experience, Business Model & Vision
    9:10 - Setting Targets & Meeting Market Expectations
    13:00 - Process & Criteria for Project Acquisition & Their Management
    19:03 - Value Generation: Money Allocation, Costs, & Organic vs. M&A Growth
    30:27 - Anything to be Off-loaded from the Portfolio?
    32:25 - Business in South America: Investor Concerns & Current Affairs
    39:34 - Market Wants Green & Sustainable: Is the Industry Developing Together?
    50:39 - Market Dynamics, Impact on Share Price, & Views on Price Growth

     
  5. Dan Thunderbolt

    Dan Thunderbolt Active Member

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    Three promising news releases today...

    Yamana Gold Reports Strong Second Quarter 2021 Production Results and Cash Flows; Jacobina and Canadian Malartic Achieve All-Time Quarterly High Production; Minera Florida and El Peñón Post Standout Quarters
    Jul 29, 2021
    https://www.yamana.com/English/inve...nd-El-Pen-Post-Standout-Quarters/default.aspx

    Yamana Gold Increases Annual Dividend by Nearly 15% to $0.12 Per Share and Announces Normal Course Issuer Bid; Latest Dividend Increase Represents a Cumulative Increase of 500% in Annual Dividend Since the Second Quarter of 2019
    Jul 29, 2021
    https://www.yamana.com/English/inve...Since-the-Second-Quarter-of-2019/default.aspx

    Yamana Gold Reports Significant Progress on Phase 2 Expansion at Jacobina and Strong Exploration Results for the Operation; Costs to Complete Phase 2 Significantly Reduced Compared to Original Estimate; Phase 3 Evaluation Advancing
    Jul 29, 2021
    https://www.yamana.com/English/inve...ate-Phase-3-Evaluation-Advancing/default.aspx
     
  6. Dan Thunderbolt

    Dan Thunderbolt Active Member

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    Are gold stocks set for explosive growth like last summer? Yamana exec on challenges, opportunities
    30 July, 2021

    Yamana Gold executive chairman of Yamana Gold, discusses with David Lin, anchor for Kitco News, the biggest challenges and opportunities facing the gold mining sector this year following a recovery from the pandemic.

    0:00 - Major Challenges Facing Miners
    4:55 - Opportunities for Miners
    10:30 - Revenue Growth and Margins
    12:22 - Valuations
    13:40 - All-In Sustaining Costs
    15:10 - Wasamac Acquisition
    19:50 - Jacobina Portfolio
    21:44 - Selection Criteria For M&A Targets

     
  7. Dan Thunderbolt

    Dan Thunderbolt Active Member

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    Yamana Gold: The Recent Decline Isn't Justified
    Nov. 02, 2021
    Summary
    • Yamana is performing exceptionally well both operationally and financially.
    • The current operations more than support Yamana's $3.8 billion valuation.
    • Yamana is getting zero value for MARA, even though its 56.25% stake is worth ~$2.5 billion at current gold and copper prices.
    • Yamana is well-positioned to deliver on all of this value.
    https://seekingalpha.com/article/4464558-yamana-gold-recent-decline-isnt-justified

    AUY Is A Core Holding That Should Be At $8.00, Not $4.00
    It's hard to believe that AUY is now only a few percent above its September 2021 lows and is at risk of breaking down. The value is undeniable, and the shares should be trading at $8.00 or 2x the price.
     
  8. Dan Thunderbolt

    Dan Thunderbolt Active Member

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    Dec 1, 2021
    Yamana Gold Announces the Discovery of New Mineralized Zones at Wasamac and Provides an Update on Its Growth Projects
    https://www.yamana.com/English/inve...an-Update-on-Its-Growth-Projects/default.aspx
    • At Wasamac, exploration has defined an entirely new shear zone which demonstrates the excellent exploration potential and opportunity to further grow the mineral inventory and support a production platform of 200,000 ounces per year over a mine life of at least 15 years, significantly improving the approved development plan of an average of 169,000 ounces per year over a mine life of 10 years, thereby meaningfully increasing overall value.
    • At Odyssey, continuing exploration successes support the longer term potential for higher annual production than the currently contemplated average annual production of 545,000 ounces (100% basis) from 2029 onward and for extending mine life beyond 2039.
    • At Jacobina, the Phase 2 expansion is progressing ahead of schedule with permitting now expected by early 2022 which would advance the Company’s second phase expansion to a production level of 230,000 ounces per year for multi-decades at low cost and high cash flow.
    • At Minera Florida, the Environmental and Social Impact Assessment (“ESIA”) has been submitted and with expected permitting timelines, the mine could begin operating at a planned 100,000 tonnes per month by 2025 and producing 120,000 ounces per year.
     

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