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$9.40 alacer gold corp.

Sulfide project and valuation queries, page-23

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Fozza

725 Posts.

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25/06/18

07:20

Post #: 33917379
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Originally posted by brianchu82 ↑

I had a look at the YouTube commentary and ran some numbers in my valuation model. Alacer is quite an interesting case in that their Copler mine has a large reserve base and they are now developing the mine for the longer term. The key risk is in the interest rate not increasing quickly as that can turn the company around if financing costs increase. I think that there is a lot of potential. At present not too rushed to jump in yet, even though I think I could miss the train.

Their opratioope have to remain low cost so they can internally fund their construction and pay down debt. At present, looks good on that front.

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Dont worry about models ... keep it simple

"If you can't figure it out on the back of an envelope, a big spreadsheet model is not going to give you the right answer" William Martin
"We don’t use DCF – there are too many variables." Thomas Schrager

http://mastersinvest.com/keepingvaluationssimplequotes

AQG Price at posting: $2.58 Sentiment: Buy Disclosure: Not Held
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0 Great analysis

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