Die Produktion war ein wenig kleiner als im Vorquartal da es einen Brand gegeben hat wo die Anlange nur noch mit 1775 tpt gearbeitet wurde. Seit April ist der Schaden wieder behoben und die Verabeitungsanlage arbeitet jetzt wieder mit einem Durchsatz von 2075 tpd seit April. Das ist schon mal positiv für das neue laufende Quartal. Allerdings ist halt das 1 Quartal mies gelaufen und man hat es wieder mal geschafft einen Verlust von 0,04 cents zu erwirtschaftn bei einem Verkaufspreis von 1869 US Dollar pro Feinunze. Die Kosten der Produktion und die AISC sind beide hochgegangen.
Q1 2023 Operational Highlights:
Produced 50,903 ounces of gold from the Segovia Operations and the Marmato Upper Mine, with 18% of total contained gold sourced from the purchase of mill-feed through partnerships with artisanal and small-scale miners around the Segovia Operations Sold 49,158 ounces of gold, at an average realized price of $1,869 per ounce The Segovia Operations processing facility was expanded to 2,000 tonnes per day (tpd) in late 2022, but a small fire caused by a maintenance procedure reduced throughput to an average of 1,785 tpd in Q1 2023, causing a short lag in gold production. The required repairs have been completed and throughput averaged 2,097 tpd in April 2023, and the Segovia Operations remain on track to achieve 2023 production guidance of 200,000 to 230,000 ounces Free cash flow from Segovia Operations of $27 million1 Total cash costs of $922 per ounce1 and all in sustaining costs (AISC) of $1,214 per ounce1 Announced the updated mineral resource and reserve estimates for the Segovia Operations, effective December 31, 2022, which include full replacement of gold ounces mined during 20222 Aris Mining is on track to meet annual production guidance of between 230,000 – 270,000 ounces at an AISC/oz1 of between $1,050 to $1,150
Financial and Growth:
Income from mining operations of $33.2 million EBITDA of $21.1 million1 and adjusted EBITDA of $38.6 million1 Expenditures of $11.9 million on non-sustaining capital, including $2.6 million at the Segovia Operations, $4.6 million at the Marmato Upper and Lower Mines, and $4.7 million at the Toroparu Project Net loss of $5.4 million or $0.04 per share and adjusted earnings of $11.2 million or $0.08 per share1
Responsible mining and shared value:
On April 20, 2023, the Company signed, with the Colombian Minister of Mines and Energy in attendance, an association agreement with artisanal and small-scale miners to purchase ore mined by these groups within Level 16 of the currently operating Marmato Upper Mine Paid social contributions of $2.4 million, structured under a transparent social investment policy that aligns with government development plans and Aris Mining's stakeholder engagement policy Continued working to create new partnerships with artisanal and small-scale miners throughout the Segovia Operations, the Marmato Mine and the Soto Norte Project
Ansonsten wurde die Gesamtproduktion und die niedrigeren Gesamt AISC Kosten für das Jahr 23 bestätigt. Positives gibt es zum Glück auch noch zu bereichten. Insbesondere das endlich jetzt im SOmmer die Konstruktion der Expansion für Marmato kommen wird. Es wird auch endlich Zeit dafür. Ansonsten wurd noch eine Anzhalung für Del Sorte getätigt um 20 Prozent vom Projekt zu erwerben und Kapital ins Wachstum investiert.
Aris Mining CEO Neil Woodyer stated: "Following the merger of GCM Mining and Aris Gold, we launched initiatives to improve the health and safety performance at our operations. We have also captured cost reduction opportunities including reducing G&A expenses to $2.2 million in Q1 2023, as compared to $6.1 million in Q1 2022. During Q1 2023, we produced 50,903 ounces of gold to generate $38.6 million of adjusted EBITDA1, and $27 million of free cash flow1 from the Segovia Operations contributed to funding $12 million in growth investments and the $50 million payment owing to complete the purchase of the 20% joint venture interest in the Soto Norte Project. Our current focus is on completing the final steps for permitting the Marmato Lower Mine expansion project, and planning for construction expected to commence in mid-2023. As part of our commitment to building responsible and profitable partnerships with artisanal and small-scale miners in Colombia, we are very proud of a new agreement signed in April 2023 for the Marmato Upper Mine that will include formalization of approximately 260 miners. Just two weeks after signing the agreement, we commenced mining in Level 16 of the Marmato Upper Mine under this new partnership model." https://ceo.ca/@newswire/...g-reports-q1-2023-financial-and-operating
Fazit: Vorausgesetzt der Goldpreis hält sich vom preis oben und keine Unfälle im 2 Quartal passieren sollten, wird das 2 Quartal deutlich besser laufen als das 1 Quartal. Da sollte dann auch defintiv Geld übrig bleiben. Richtig Geld wird hier jedoch erst verdient wenn wenigstens Marmato mit voller Produktion prodziert. |