fabriziof
Forumer storico
Quindi sapremo tra una decina di giorni ,sono fiducioso
Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 1
- Creatore Discussione TRADING_IDEAS
- Data di Inizio
- Stato
Joe Silver
Forumer storico
Mal che vada (toccatina...) giriamo sulla 6,5% che difficilmente richiameranno (sennò Cat si arrabbia...)
Fabrib
Forumer storico
Iamgold (IAG: NYSE)
By Credit Suisse ($3.59, Nov. 25, 2016)
Iamgold hosted an investor day in Toronto on Nov. 23.
The event provided additional granularity on Iamgold’s (ticker: IAG) plans at each of its operations with presentations from senior management and the mine gross margins.
We maintain our $5.00 target price and Neutral rating. Our net asset value (NAV) per share is largely unchanged at $5.01 (1.20 times multiple unchanged, 50% weight in our target price). Our addition of 850,000 ounces of 1.10 grams-of-gold-per-ton (g/t) material at the Rosebel mine [Suriname] for the [nearby] Saramacca [property] was partly offset by lower grades in our model over 2017-2018 (still 8% and 23% above 2016 year-to-date grades). Our estimated 2017 operating cash flow over total assets (OpCFa) (50% weight in our target price) falls to 34 cents a share from 36 cents due to lower production and higher cost estimates, however we now apply an 11 times multiple (from 10 times) to reflect a longer mine life with Saramacca in the fold.
Incremental positives were: 1) early-stage testing of an Essakane [Burkina Faso] heap leach, which if successful could make 0.30-0.60 g/t classified as waste economic; and 2) Reiteration of the upside that Saramacca and other soft-rock sources could provide to Rosebel, with Iamgold targeting an initial Saramacca resource by June 2017.
By Credit Suisse ($3.59, Nov. 25, 2016)
Iamgold hosted an investor day in Toronto on Nov. 23.
The event provided additional granularity on Iamgold’s (ticker: IAG) plans at each of its operations with presentations from senior management and the mine gross margins.
We maintain our $5.00 target price and Neutral rating. Our net asset value (NAV) per share is largely unchanged at $5.01 (1.20 times multiple unchanged, 50% weight in our target price). Our addition of 850,000 ounces of 1.10 grams-of-gold-per-ton (g/t) material at the Rosebel mine [Suriname] for the [nearby] Saramacca [property] was partly offset by lower grades in our model over 2017-2018 (still 8% and 23% above 2016 year-to-date grades). Our estimated 2017 operating cash flow over total assets (OpCFa) (50% weight in our target price) falls to 34 cents a share from 36 cents due to lower production and higher cost estimates, however we now apply an 11 times multiple (from 10 times) to reflect a longer mine life with Saramacca in the fold.
Incremental positives were: 1) early-stage testing of an Essakane [Burkina Faso] heap leach, which if successful could make 0.30-0.60 g/t classified as waste economic; and 2) Reiteration of the upside that Saramacca and other soft-rock sources could provide to Rosebel, with Iamgold targeting an initial Saramacca resource by June 2017.
angy2008
Forumer storico
interessante ma non trovo il prospetto US744320AK85
angy2008
Forumer storico
io ho la 6,75% in $ mentre ho venduto altre post a tassi esagerati come HSBC ma ancora non le han richiamate, mondo bizzarro
fabriziof
Forumer storico
buy 4finance a 102
Joe Silver
Forumer storico
Dalle stelle alle stalle...
Percy
uomo senza guarentigie
OFF TOPIC
ho cercato su tutto il forum di Investireoggi, ma vedo che di IWB e di EWolution si parla solo in questo 3D....
visto che il 28 novembre è passato e come "minacciato" (annunciato) nelle mail ricevute EWolution è arrivato...qualche utente ha già aderito alla nuova area clienti accettato le nuove condizioni...
Sarebbe interessante sapere se, a parte la nuova grafica, le condizioni per il conto trading sono rimaste le stesse o sono riusciti ad infilare qualche nuova gabella da pagare...
grazie per le risposte
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Obbligazioni societarie
HIGH YIELD e oltre, verso frontiere inesplorate, vol.3
