Polymetal steigert Goldproduktion um 48% in Q3/12

http://www.goldinvest.de/index.php/...gert-goldproduktion-um-48-26357

 

http://www.finanzen.net/analyse/...al_International_buy-Nomura_470963

 

Mit den Chinesen eine neue Entwicklungsbank - Ende März in Südafrika - BRICS-Treffen!
Eine perspektivisch goldhinterlegte Parallelwährung?
Die Ablösung des Dollars?
Es liegen allerhand Feinstaub-Turbulenzen in  der Luft.
http://www.heise.de/tp/blogs/8/153834  

http://www.goldinvest.de/index.php/...teigert-nettogewinn-um-38-28226

 

Polymetal International meldet die Produktionszahlen für das 2. Quartal 2017:


   

• Polymetal produced 278 Koz of gold equivalent (GE) in Q2 2017, a 6% increase year-on-year. Strong performances at Varvara and Kapan, as well as contributions from the Svetloye heap leach at Okhotsk more than offset a planned grade decline at Dukat and the impact of the scheduled maintenance shutdown at the Amursk POX plant that was successfully completed in May.
     
  
• GE production for 1H 2017 was at 558 Koz, up 7% year-on-year and in line with the 2017 production plan. Materially stronger production is expected in the 2H and will be driven by the seasonal concentrate de-stockpiling at Mayskoye, heap leach production at Svetoye, and higher throughput at the Amursk POX plant.
     
  
• Gold production for the quarter was 190 Koz, up 12% over the previous year, while silver production was down 6% to 6.6 Moz.
     
  
• Gold and silver sales for the quarter increased by 29% and 19% respectively, generating US$ 385 million in revenues, an increase of 26% over the previous year. The timing gap between production and sales was largely eliminated over H1.
  
  
•    At Kyzyl, full-scale construction activities are progressing in line with the project schedule. During the quarter, foundations for the mill and other processing equipment have been completed. The tailings facility diversion dike was finalized, with activities now focused on lining of the tailings pond.The project remains on track to produce first concentrate in Q3 2018.
     
  
• We regret to report the death of one of our employees at Varvara as a result of a fire that broke out in the laboratory on April 30. Guidelines and procedures are now in place to prevent similar occurrences.
     
  
• Net debt increased marginally from US$ 1,506 million as at March 31, 2017 to US$ 1,583 million as at June 30, 2017 while the Company paid out US$ 77 million in final dividends for FY2016 (US$ 0.18 per share) and has actively invested in construction of Kyzyl. As in prior years, free cash flow generation will be significantly stronger in the second half of the year driven by higher production and the traditional seasonal working capital drawdown.
  
  
•    The Company remains on track to meet its FY2017 production guidance of 1.4 Moz of gold equivalent at TCC of US$ 600-650/GE oz and AISC of US$ 775-825/GE oz. The cost guidance remains contingent on the Rouble/Dollar exchange rate dynamic that has a significant effect on the Group’s Rouble-denominated operating costs. Polymetal will announce its half-yearly financial results on 29 August 2017.
  
  
  

“Polymetal has delivered a solid operational performance in Q2 2017 and is on track to meet its FY 2017 guidance”, said Vitaly Nesis, Group CEO of Polymetal, commenting on the results. “In addition, it is great to see that our recent acquisitions, Komar and Kapan, are demonstrating strong results.”

Quelle: http://www.polymetalinternational.com/...7/2017-07-25.aspx?sc_lang=en

 

Polymetal International meldet Finanzergebnisse für das 1. Halbjahr 2017:

FINANCIAL HIGHLIGHTS

   

• Revenue in 1H 2017 increased by 15% to US$ 683 million compared to 1H 2016 (“year-on-year”) driven by production growth and tighter management of the seasonal gap between production and sales at Dukat, Omolon and Albazino. Gold sales were 380 Koz, up 19% year-on-year, while silver sales were 12.4 Moz, down 5% year-on-year, in line with production volume dynamics. Average realised gold and silver prices remained largely unchanged from 1H 2016.
     
  
• Group Total cash costs (“TCC”)1 were US$ 656 per gold equivalent ounce (“GE oz”), up 28% year-on-year, driven predominantly by the appreciation of the Russian Rouble against the US Dollar (by 21%, from an average rate of 70.2 RUB/USD in 1H 2016 to 58.1 RUB/USD in 1H 2017) on the back of stabilising macroeconomic conditions in Russia and Kazakhstan. All-in sustaining cash costs (“AISC”)1 amounted to US$ 906/GE oz, an increase of 20% year-on-year, driven mostly by the same factors. Both cost measures are expected to decline in 2H on the back of seasonally higher production and sales, particularily at Mayskoye and Okhotsk.
  
• 
     Adjusted EBITDA was US$ 257 million, down 12% year-on-year as a result of increased costs incurred due to a stronger Russian Rouble which was partially offset by an increase in production. The Adjusted EBITDA margin was 38% compared to 49% in 1H 2016.
  
  
• Net earnings were US$ 120 million versus US$ 165 million in 1H 2016, reflecting the decrease in EBITDA and non-cash foreign exchange gains year-on-year. Underlying net earnings (adjusted for the after-tax amount of write-down of metal inventory to net realisable value, foreign exchange gains and change in fair value of contingent consideration liability) were US$ 117 million (1H 2016: US$ 125 million), down 6% year-on year.
     
  
• Regular dividends for 2016 of US$ 0.18 per share (total of US$ 77 million) were paid in May 2017. An interim dividend of US$ 0.14 per share (1H 2016: US$ 0.09 per share) representing 50% of the Group’s underlying net earnings for 1H 2017 is proposed by the Board in accordance with the revised dividend policy, while complying with hard ceiling of Net debt/Adjusted EBITDA ratio below 2.5x.
     
  
• Net debt increased to US$ 1,582 million during the period (31 December 2016: US$ 1,330 million), representing 2.19x of last twelve months Adjusted EBITDA, driven by a seasonal working capital increase and intensive construction activities at Kyzyl as capital expenditure for the project expected to peak this year. As in prior years, free cash flow generation will be skewed towards the second half of the year driven by higher production and an expected seasonal working capital drawdown.
     
  
• Polymetal remains on track to meet its 2017 production guidance of 1.40 Moz of gold equivalent. TCC and AISC are expected to trend downward in 2H to meet the original FY 2017 guidance range of US$ 600-650/GE oz and US$ 775-825/GE oz, respectively.
  

http://www.polymetalinternational.com/...7/2017-08-29.aspx?sc_lang=en

 

um den Minenbereich aufzubauen:
http://www.1prime.biz/news/archive/...F-4A45-BE56-C35F73502BBF%7D.uif  

Polymetal bekommt einen neuen Anteilseigner, die russ. Otkritie Bank beteiligt sich mit 7,56% an dem Goldproduzenten:
http://www.miningweekly.com/article/...-stake-in-polymetal-2017-10-03  

Polymetal meldet Reservenanstieg auf Komar

http://www.polymetalinternational.com/...7/2017-10-11.aspx?sc_lang=en

 

Polymetall meldet Produktionszahlen für Q3/17

HIGHLIGHTS

• In Q3 2017, Polymetal achieved a record production of 470 Koz of gold equivalent (GE), which represents a 26% increase over the previous year. The increase was driven by strong contributions from the fully ramped up Svetloye heap leach operation (Okhotsk hub) and Mayskoye oxide ore processing. Albazino and Varvara also achieved record quarterly production levels.
  
• In the first nine months of 2017, the Company produced 1,028 Koz of GE, a 15% increase over the previous year and in line with the FY2017 production plan of 1.4 Moz of GE.
  
• Q3 gold output increased 38% year-on-year to 370 Koz. Silver production declined 7% year-on-year to 7.4 Moz due to the planned grade decline at the Dukat underground mine.
• Q3 sales amounted to US$ 546 million, up 17% over the previous year as gold sales jumped 50% on the back of higher output and prices. The timing gap between silver production and sales is expected to be fully closed in Q4 2017.
• At Kyzyl, construction is progressing on schedule. During the quarter, all major processing equipment has been installed with external electrical infrastructure now fully operational. Construction activities are now focused on finalising the tailings storage facility. The project remains on track to produce its first concentrate in Q3 2018.
• During the quarter, the Company generated free cash flow which was used to pay US$ 60 million in interim dividends (US$ 0.14 per share) and a US$ 20 million consideration for a stake increase in the Nezhda gold property. The Company will continue to generate free cash flow in the fourth quarter. Net debt increased marginally from US$ 1,583 million as of June 30 to US$ 1,599 million as of September 30, 2017.
  
• The Company is on track to meet its FY2017 production guidance of 1.4 Moz of GE at TCC of US$ 600-650/GE oz and AISC of US$ 775-825/GE oz. Cost guidance remains contingent on the Rouble/Dollar exchange rate dynamic that has a significant effect on the Group’s Rouble-denominated operating costs.
  
• Polymetal re-confirms its production guidance for FY2018 at 1.55 Moz of GE and for FY2019 at 1.7 Moz of GE.
• Polymetal will be hosting an Analyst and Investor Day on November 13 in London to provide an update on key development projects.
  

“Our operational performance in the third quarter was very robust and the Company remains on track to meet its annual production and cost guidance”, said Vitaly Nesis, Group CEO of Polymetal, commenting on the results. “Meanwhile, Kyzyl continues to advance towards first concentrate production in less than a year’s time”.

http://www.polymetalinternational.com/...7/2017-10-16.aspx?sc_lang=en

http://www.miningweekly.com/article/...onfirms-fy-guidance-2017-10-16

 

Polymetal meldet Produktionszahlen für 2017

HIGHLIGHTS

• Polymetal produced 405 Koz of gold equivalent (GE) in Q4 2017, an 8% increase over the same period in the previous year. Total GE production for FY 2017 increased 13% year-on-year to 1,433 Koz, 2% above our initial production guidance of 1,400 Koz. The strong finish to 2017 was driven by contributions from the fully ramped-up Svetloye heap leach (Okhotsk hub), as well as a strong performance at Komar (Varvara hub), Omolon and Amursk-Albazino.
  

• Gold production in Q4 was 317 Koz, an 11% increase year-on-year, while silver production was down 6% to 6.6 Moz due to the planned grade decline at the Dukat underground mine. Full year gold production totaled 1,075 Koz, a 21% increase year-on-year, allowing Polymetal to join the prestigious 1Moz club, the second LSE premium-listed gold company to achieve this important milestone.

• The Kyzyl project is progressing on schedule with commissioning expected to start in July and first concentrate expected in mid-August 2018. During the quarter, the Company completed the tailings storage facility and installed the ROM ore crusher unit. First ore has been mined from the open pit in January, ahead of schedule.

• Net debt stood at US$ 1,421 million as of December 31, 2017. This represents a substantial US$ 178 million decrease compared with the previous quarter end as free cash flows benefited from the traditional seasonal de-stockpiling at a number of operations.

• In 2017, Polymetal paid out US$ 138 million in dividends, translating into a 2.7% dividend yield based on the average share price for the year. The Board has decided that there will be no special dividend for 2017 as free cash flow will be distributed to shareholders through the regular dividend at an increased pay-out ratio of 50% of underlying net income. The final dividend for 2017 will be proposed by the Board in March 2018 based on final financial results
  

http://www.polymetalinternational.com/en/...ress-releases/24-01-2018/

 

Polymetal erhöht seinen Anteil an einem Silber-Projekt auf 50%

http://www.miningweekly.com/article/...ped-silver-property-2018-02-19

 

Bei aktuell 690p kommen wir ja bald in Kaufregionen. Werde mich ggf. mit einem Abtauberlimit von 650p in London in den Markt legen. Schaun mer mal.

Toi, toi, toi den bereits Investierten. Hier in DE sollten es ja nicht wirklich sehr viele sein, die POLY im Depot haben.  

Ich vermute der verschärften Sanktionen der USA gegen reiche russische Oligarchen könnten dazu führen, dass diese einen Teil ihrer Aktien zu Geld machen.

https://edition.cnn.com/2018/04/06/politics/...s-oligarchs/index.html  

Polymetal meldet Produktionszahlen für Q1/18

HIGHLIGHTS

• Polymetal produced 295 Koz of gold equivalent (“GE”) in the first quarter of 2018, a 5% year-on-year (“y-o-y”) increase. Strong performances at Albazino, Varvara, and Svetloye more than compensated for the grade-driven decline at Omolon.
  

• Gold production for the quarter increased 8% over the previous year to 214 Koz, while silver production decreased by 3% to 6.0 Moz.
  

• Q1 revenues increased 19% year-on-year to US$ 354 million driven by volume growth, higher commodity prices, and lesser impact from seasonal refinery closures (compared to the previous year). Silver sales traditionally lagged production due to the seasonal increase in concentrate inventories. This working capital build-up is expected to reverse by year-end, whereas gold sales volumes were largely in line with production.

• At Kyzyl, construction activities are anticipated to complete slightly ahead of schedule. Dry commissioning of the processing plant is expected to start on June 1^st, while first concentrate production is expected on August 1^st.

• Net debt increased from US$ 1,421 million as at 31 December 2017 to US$ 1,578 million as at 31 March 2018, primarily due to the accumulation of silver inventory and seasonal advance purchases of diesel fuel and other consumables. Free cash flow generation in 2018 will, as is usual for Polymetal, be weighted towards the second half of the year.

• The Company remains on track to produce 1.55 Moz of GE in 2018 and reiterates its annual cost guidance: total cash costs in the range of US$ 650-700/ GE oz and AISC costs in the range of US$ 875-925/GE oz. The cost guidance remains contingent on the Rouble/Dollar exchange rate dynamic, which has a significant effect on the Group’s operating costs.
  

• In April 2018, Polymetal increased its ownership in the Prognoz silver property to 50%, which is the largest undeveloped primary silver deposit in Russia. An updated JORC-compliant mineral resource estimate and a preliminary economic assessment for the asset will be published in Q4 2018.                                    

• We are saddened to report a fatal accident on March 3^rd, 2018 at our Kapan operation in which an underground miner died from gas poisoning. The management team are currently developing a comprehensive action plan aimed at mitigating the risks associated with air quality and efficiency of ventilation in underground mines. The first steps included the purchase of additional air monitoring equipment including the introduction of remote air quality sensors throughout our operations.
  

http://www.polymetalinternational.com/en/...ress-releases/18-04-2018/

 

Polymetal kauft die restlichen 50% des Prognoz Silberprojektes

http://www.polymetalinternational.com/en/...ss-releases/24-04-2018-b/

 

realtiv dünstig produzieren können. Hab mir deren Bilanz mal angesehen, ist okay.
Hab mal ne Kauforder um die 7 EUR eingestellt. Bin gespannt ob ich demnächst welche bekomme.

Grüße  

Polymetal meldet Produktionszahlen für Q2/18

HIGHLIGHTS:

• GE production for the first six months of 2018 was 619 Koz, an 11% increase year-on-year and fully in line with guidance
  
• Stronger production in the 2H will be driven by traditional seasonal concentrate de-stockpiling at Mayskoye, as well as first contributions from the recently launched Kyzyl operation
  
• Kyzyl produced first concentrate in June, one month ahead of schedule. The operation is expected to ramp up to full throughput capacity (150 Kt per month) and reach design recoveries (86%) by October 2018. The company plans to produce 80 Koz of payable gold at Kyzyl this year
  
• Gold sales for the quarter increased by 17%, which largely offset a 7% decline in silver sales as the Company generated a total of $435m in revenues, up 13% compared to previous year
  
•  During the quarter the Company generated significant free cash flow. Net debt increased by approximately $75m as the company paid $129m of final dividends for FY2017 ($0.30 per share). As in prior years, we expect significantly stronger free cash flow generation in the second half of the year on the back of higher production volumes and seasonal working capital drawdowns
  
• Polymetal is pleased to report that no fatalities occurred in the quarter. The Group's LTIFR improved to 0.17 versus 0.19 in Q2 2017. As part of a continuous effort improve across health and safety metrics, in Q2 we have implemented two new standards - voice reporting of near-misses to improve communication underground, and an incident recording system to improve the efficiency of preventive measures
  
• The Company remains on track to meet its FY 2018 production guidance of 1.55 Moz of gold equivalent at TCC of $650-700/GE oz and AISC of $875-925/GE oz. Due to the seasonality of revenues, both TCC and AISC are expected to be at the higher end of the guidance range for the first half of the year. The cost guidance remains contingent on the Rouble/Dollar exchange rate dynamic that has a significant effect on the Group's Rouble-denominated operating costs. Polymetal will announce its half-yearly financial results on 22 August 2018.
  

http://www.polymetalinternational.com/en/...ress-releases/26-07-2018/

 

Polymetal meldet Ergebnisse für H1/18

FINANCIAL HIGHLIGHTS

• Revenue in 1H 2018 increased by 16% to US$ 789 million compared to 1H 2017 ("year-on-year"), primarily driven by gold equivalent (GE) production growth of 11%. Gold sales were 445 Koz, up 17% year-on-year, while silver sales were down 2% to 12.1 Moz, in line with production volume dynamics. Average realised prices largely tracked market dynamics: gold was up 6% year-on-year, while silver was down 4%. 
  
• Group Total cash costs ("TCC")1 were US$ 683/GE oz for 1H 2018, up 4% year-on-year, and well within the Company's guidance of US$ 650-700/GE oz. All-in sustaining cash costs ("AISC")1 amounted to US$ 893/GE oz, decreasing by 1% year-on-year. Both cost measures are expected to decline in 2H on the back of seasonally higher production and sales, notably at Mayskoye and Svetloye.
  
• Adjusted EBITDA1 was US$ 305 million, an increase of 19% year-on-year, mostly driven by higher production volumes and commodity prices. The Adjusted EBITDA margin increased by 1% to 39% (1H 2017: 38%).
  
  ooo Net earnings2 were US$ 175 million versus US$ 120 million in 1H 2017, reflecting an increase in EBITDA. Underlying net earnings1 increased by 32% to US$ 155 million (1H 2017: US$ 117 million).
  
• Regular dividends for 2017 of US$ 0.30 per share (total of US$ 136 million) were paid in May 2018. An interim dividend of US$ 0.17 per share (1H 2017: US$ 0.14 per share) representing 50% of the Group's underlying net earnings for 1H 2018 has been proposed by the Board in accordance with the dividend policy, while complying with the hard ceiling of 2.5x Net debt/Adjusted EBITDA .
  
• Net debt increased to US$ 1,652 million during the period (31 December 2017: US$ 1,420 million), representing 2.08x of last twelve months Adjusted EBITDA, driven by a seasonal working capital increase. As in prior years, stronger production and a traditional seasonal working capital drawdown should drive stronger free cash flow generation in 2H 2018.  
  
• Polymetal remains on track to meet its 2018 production guidance of 1.55 Moz of gold equivalent. TCC and AISC are expected to be within the guidance range of US$ 650-700/GE oz and US$ 875-925/GE oz, respectively. This guidance remains contingent on the RUB/USD exchange rate that has a significant effect on the Group's Rouble-denominated operating costs.
  

http://www.polymetalinternational.com/en/...ss-releases/21-08-2018-a/

 

Heute gibt es Dividende.  

Was meist du, wo hier das Tal der Tränen durchschritten sein könnte?
Ich denke so bei 6 EUR bis 6,50 EUR....
Wahrscheinlich spielt der Goldpreis nicht die größte Rolle. Vielmehr der Rubelkurs.

Was meist du? Ihr?


 

Polymetal gibt Resourcenschätzungen für Prognoz ab

www.miningweekly.com/article/...-silver-deposits-polymetal-2018-10-10

 

Polymetal erhöht seinen Anteil an Veduga Goldprojekt auf ~74%

https://www.polymetalinternational.com/en/...ess-releases/15-10-2018/

Polymetal meldet Produktionszahlen für Q3/18

HIGHLIGHTS

• Polymetal produced 447 Koz of gold equivalent (GE) in the third quarter of 2018, down 5% year-on-year as large volumes of concentrate produced at Kyzyl (36 Koz of gold) and Mayskoye (34 Koz of gold) are to be shipped and booked as production in the fourth quarter. Gold production for the quarter was 356 Koz, down 4% year-on-year, while silver production decreased by 10% to 6.7 Moz as a result of planned grade declines at Dukat.  GE production for the first nine months of 2018 was 1,066 Koz, a 4% increase year-on-year and in line with production guidance.
  

• Kyzyl successfully ramped up to full throughput capacity of 150 Kt per month with a recovery rate of 86%. Concentrate shipments to Amursk POX and to off-takers in China commenced and are expected to match production once the new railway spur is commissioned in October. Since the start-up Kyzyl delivered 47 Koz of gold in concentrate of which 10 Koz was booked in production, and is likely to exceed its production guidance of 80 Koz of payable gold shipped for 2018. The Company will be hosting a site visit at Kyzyl on October 18-19, 2018.

• Q3 revenue was down 16% year-on-year to US$ 459 million on the back of lower metal prices and lower sales volumes due to the build-up of working capital in the form of concentrate. Gold sales volumes totalled 321 Koz, while silver sales totalled 5.3 Moz.

• Net debt increased to US$ 1.8 billion due to the build-up of working capital as the company paid US$ 78 million in regular dividends for 1H 2018 (US$ 0.17 per share). The Company expects to generate the bulk of free cash flow in 2018 in the fourth quarter on the back of de-stockpiling at Kyzyl and Mayskoye. Consequently, a meaningful reduction in net debt is expected to be recorded in Q4.

• Polymetal had no fatalities in Q3 and recorded a meaningful improvement in the Group’s LTIFR for the second consecutive quarter and year-on-year.

• Effective from 24 September, Polymetal was the first Russian company to join the Dow Jones Sustainability Index, ranking 8th among other mining companies in the index series. The Company also improved its Sustainalytics rating, coming in 1^st among 47 mining companies worldwide, which made it eligible for the highest available discount on the interest rate on its ING US$ 80 million sustainability performance-linked loan.

• Polymetal is likely to exceed its FY 2018 production guidance of 1.55 Moz of GE by up to 50 koz of GE. The Company reiterates its production guidance of 1.7 Moz for 2019 and 1.8 Moz for 2020 and notes that the guidance will be revised in the event of non-core asset disposals.
  

• Given the recent weakness of the Rouble and Tenge against the US dollar, it is likely that the Company will outperform its cost guidance of US$ 650-700/GE oz for Total Cash Costs (“TCC”) and US$ 875-925/GE oz for All-in Sustaining Cash Costs (“AISC”).
  

https://www.polymetalinternational.com/en/...s-releases/15-10-2018-b/

 

...erwacht aus ihrem Schlaf :-)

 

Chaarat hat Interesse an der Kapan Mine in Armenien

https://www.polymetalinternational.com/en/...ess-releases/26-10-2018/