Ovvero: Pararsi un po' il cul* in questo pazzo pazzo mondo di carte filigranate, iperfinanza globalizzata e picco delle risorse

lunedì 28 settembre 2015

Whitefoot: 3 Top Silver Stocks to Watch in 2016

Analisi in pillole di 3 compagnie compagnie minerarie, Silver Wheaton, Hecla Mining e Coeur Mining
Silver Wheaton Corp. (NYSE:SLW, TSE:SLW) is the largest precious metal streaming company in the world; deriving approximately 60% of its revenue from the sale of silver and 40% from the sale of gold. The company currently has streaming agreements for 21 operating mines and six development-stage projects. (Source: Silverwheaton.com, last accessed September 24, 2015.) 

Compagnia di streaming significa che SLW non e' direttamente una compagnia mineraria, investe in altre compagnie/progetti e per il suo sforzo finanziario riceve in cambio, a produzioni iniziate o allargate, del metallo a prezzo di costo (o forse anche meno visti numeri che vengono dati qui sotto) 
Besides initial upfront payment, Silver Wheaton has no ongoing capital or exploration costs, and does not hedge its production. And, with silver at $14.75, it’s nice to know that its operating costs have been historically fixed at roughly $4.00 per ounce of silver and $400.00 per ounce of gold produced. 
In questo modo riesce ad avere dei "costi di estrazione" sui 4 dollari l'oncia per l'argento e di 400 dollari l'oncia per l'oro (!?!)
In the second quarter of 2015, ended June 30, Silver Wheaton reported record silver equivalent production and sales volume. Silver equivalent production increased 29% year-over-year to 10.9 million ounces. Silver equivalent sales volume was up 34% at 10 million ounces (5.6 million ounces of silver and 61,000 ounces of gold). (Source: silverwheaton.com, last accessed September 23, 2015.) 
Second-quarter revenue climbed 11% year-over-year to $164 million while income was down 15% at $53.7 million or $0.13 per share. The average sale price per share equivalent ounce sold in the second quarter was $16.38 per ounce compared with $19.83 per ounce in the second quarter of 2014. The company has also maintained its 1.6% annual dividend yield.
Vedei le pillole di HL e CDL QUI. Occhio che l'autore dice di tenerle solo d'occhio per ora e aspettare il 2016 .. 

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