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WHEATON PRECIOUS METALS - Hohe Margen

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neuester Beitrag: 19.06.19 19:26
eröffnet am: 18.05.17 11:02 von: KOE299 Anzahl Beiträge: 32
neuester Beitrag: 19.06.19 19:26 von: Gaertnerin Leser gesamt: 12867
davon Heute: 1
bewertet mit 2 Sternen

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1192 Postings, 2528 Tage KOE299WHEATON PRECIOUS METALS - Hohe Margen

 
  
    
2
18.05.17 11:02

Diversifizierter Gold & Silber Streamer mit hohen Margen

8 Reasons Wheaton Precious Metals Could Be the World's Most Perfect Stock

1. Exceptionally high precious-metal margins

(average cash costs of $4.54 per silver ounce and $391 per gold ounce)

2. No direct day-to-day mining costs

(Essentially $14 million is general corporate expensing, compared with $198 million in reportable precious-metal sales) 

3. Multiple royalty and streaming deals 

4. Improved production diversity  

(This year, the company is set to generate just a little more than half of its revenue from the sale of silver. In years past, this figure would have been significantly higher.)

 5. Positive long-term outlook for gold and silver

6. A tenured management team

(you're getting a management team that's not only seasoned but has also stuck with the company for an extended period of time) 

7. Shareholder yield

(announced its intention to rebuy 20.2 million shares of its common stock, or at the time what represented about 5% of its outstanding shares. The company is also paying a $0.07-per-share quarterly dividend that's more or less tied to the price of silver. That works out to a current annual yield of 1.4%.) 

8. Valuation

(average price-to-cash flow (P/CF) has averaged a bit over 16. The industry average tends to be between 11 and 12, but Wheaton's considerably higher margins afford it a premium valuation in this respect. However, looking at Wall Street's cash-flow estimate in the years that lie ahead for Wheaton, its P/CF is valued closer to 13 or 14, signaling a possible undervaluation at current levels.) 

 
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6 Postings ausgeblendet.

7356 Postings, 4222 Tage videomartInteressanter "Motley Fool"- Artikel

 
  
    
28.12.17 17:23

"Could Wheaton Precious Metals Be a Millionaire-Maker Stock?"

Neha Chamaria (Nehams)
Dec 27, 2017 at 9:30PM
https://www.fool.com/investing/2017/12/27/...e-a-millionaire-mak.aspx  

7356 Postings, 4222 Tage videomartWheaton Precious Metals "buy"

 
  
    
29.12.17 14:30
14 Analysts "buy"
1 Analyst "overweight"
1 Analyst "hold"

The Wall Street Journal
http://quotes.wsj.com/WPM/research-ratings  

7356 Postings, 4222 Tage videomart"What to Expect from WPM in 2018?

 
  
    
1
05.01.18 17:35
Why 2018 could be a good year for Wheaton Precious Metals stock"

Neha Chamaria (Nehams) | Jan 4, 2018 at 7:45AM
https://www.fool.com/investing/2018/01/04/...cious-metals-corp-i.aspx  

3747 Postings, 768 Tage VassagoWPM 21,13$

 
  
    
1
12.01.18 12:49

3747 Postings, 768 Tage VassagoWPM 21,90$ (+3,6%)

 
  
    
1
12.01.18 17:30

Der Markt nimmt den Deal positiv auf, trotz des angepassten Streams, Vergleichsrechnung:

alter Stream mit Primero Mining

  • 5 Mio. oz Silber wurden für 4 $/oz an WPM geliefert, bei einem Marktpreis von 17$ hatte WPM ca. einen Gewinn von (16-4$/oz)* 5 Mio. oz = 60 Mio. $ p.a. gemacht

neuer Stream mit First Majestic Silver

  • WPM bekommt 25% der Au Eq Produktion zu 600$/oz
  • bei einer angenommen Au Eq Produktion von 100 koz, bekommt WPM 25% zu 600$ = 25 koz*(1300-600$/oz) = 17,50 Mio. Gewinn p.a.
  • allerdings muss man erst nochmal abwarten wie die Prognose von First Majestic Silver für die San Dimas Mine 2018 ausfallen wird
  • + einmalig 20,9 Mio. Aktien von AG (Wert ca. 140 Mio. $)


 

3747 Postings, 768 Tage VassagoNeuer Stream mit First Majestic Silver

 
  
    
1
12.01.18 18:34

Es ist sogar noch mehr...

"25% of gold productionplusan additional amount of gold equal to 25% of silver production converted to gold at a fixed gold to silver exchange ratio of 70:11 from San Dimas"


 

3747 Postings, 768 Tage VassagoWPM 21,72$

 
  
    
1
11.05.18 17:18

3747 Postings, 768 Tage VassagoWPM 22,26$

 
  
    
1
15.06.18 17:23

3747 Postings, 768 Tage VassagoWPM 22,06$

 
  
    
1
17.07.18 13:34

WPM erwirbt für 500 Mio. $ einen Gold und Palladiumstream von Sibanye-Stillwater

Ich muss mir die Details erst noch in Ruhe durchlesen, momentan stehe ich diesem Deal noch sehr kritisch gegenüber, da ich Sibanye-Stillwater für kein solides Unternehmen halte.

https://www.wheatonpm.com/news/pressreleases/...illwater/default.aspx

 

570 Postings, 467 Tage AbstragentoJetzt jedenfalls

 
  
    
1
17.07.18 14:11
solider als vor dem deal...  

3747 Postings, 768 Tage VassagoWPM 19,93$

 
  
    
1
15.08.18 10:16

WPM meldet Ergebnisse für Q2/18

Highlights

  • The decrease in attributable silver production and the increase in attributable gold production for the three months ended June 30, 2018, was primarily due to the termination of the San Dimas silver purchase agreement and the entering into of the new San Dimas precious metals purchase agreement effective May 10, 2018, with the silver production being further impacted by the expiry of the streaming agreement relative to the Lagunas Norte, Veladero and Pierina mines on March 31, 2018, and lower production at Antamina primarily resulting from mine sequencing.
  • The decrease in silver sales volume for the three months ended June 30, 2018, was due to the lower production levels, partially offset by positive changes in the balance of payable silver produced but not yet delivered to Wheaton.
  • The increase in gold sales volume for the three months ended June 30, 2018, was primarily the result of increased production levels coupled with positive changes in the balance of payable gold produced but not yet delivered to Wheaton.
  • Declared quarterly dividend of $0.09 per common share. This represents an increase of 29% relative to the comparable period in 2017.
  • On May 10, 2018, First Majestic Silver Corp. ("First Majestic") announced that they had closed the previously announced acquisition of Primero Mining Corp. ("Primero"). In connection with this acquisition, the Company has terminated the San Dimas silver purchase agreement and entered into a new San Dimas precious metal purchase agreement with First Majestic, resulting in a gain on disposal of $246 million.
  • On June 28, 2018, Wheaton completed the acquisition from Vale S.A. ("Vale") of a fixed percentage of cobalt production from the Voisey's Bay mine starting in January 2021.

Subsequent to the Quarter

  • On July 25, 2018, the Company, through its wholly owned subsidiary Wheaton Precious Metals International Ltd. ("Wheaton International"), completed the acquisition from Sibanye Gold Limited ("Sibanye-Stillwater") of a fixed percentage of gold and palladium production from the Stillwater and East Boulder mines (collectively "Stillwater") effective July 1, 2018.
  • On July 17, 2018, the Company acquired 9.99% of the common shares of Adventus Zinc Corporation ("Adventus") and acquired a right of first refusal on any new streaming or royalty transactions on precious metals on the Adventus existing properties in Ecuador.

Reconfirming Production Guidance

  • With the addition of the streams on Voisey's Bay and Stillwater, Wheaton's estimated attributable production in 2018 is forecast to be approximately 355,000 ounces of gold, 22.5 million ounces of silver, and 10,400 ounces of palladium.
  • Estimated average annual attributable production over the next five years (including 2018) is anticipated to be approximately 385,000 ounces of gold, 25 million ounces of silver, 27,000 ounces of palladium, and starting in 2021, 2.1 million pounds of cobalt per year.

https://www.wheatonpm.com/news/pressreleases/...-of-2018/default.aspx

 

3747 Postings, 768 Tage VassagoWPM 15,74$

 
  
    
1
20.11.18 16:52

WPM meldet Ergebnisse für Q3/18

Highlights

  • The decrease in attributable silver production for the three months ended September 30, 2018, was primarily due to the termination of the San Dimas silver purchase agreement and the entering into of the new San Dimas precious metals purchase agreement ("First Majestic PMPA") effective May 10, 2018, the expiry of the streaming agreement relative to the Lagunas Norte, Veladero and Pierina mines on March 31, 2018, and lower production at Peñasquito due to lower throughput and planned lower grades from stockpiles during the commissioning of the now fully constructed Peñasquito Pyrite Leach Project ("PLP").
  • The increase in attributable gold production for the three months ended September 30, 2018, was primarily due to the entering into of the First Majestic PMPA, the acquisition of the new gold stream at Stillwater, partially offset by lower production at both Salobo and Minto.
  • The decrease in silver sales volume for the three months ended September 30, 2018, was due to the lower production levels, partially offset by positive changes in the balance of payable silver produced but not yet delivered to Wheaton.
  • The increase in gold sales volume for the three months ended September 30, 2018, was primarily the result of increased production levels coupled with positive changes in the balance of payable gold produced but not yet delivered to Wheaton.
  • Declared quarterly dividend of $0.09 per common share.
  • On July 25, 2018, the Company, through its wholly owned subsidiary Wheaton Precious Metals International Ltd. ("Wheaton International"), completed the acquisition from Sibanye Gold Limited ("Sibanye-Stillwater") of a fixed percentage of gold and palladium production from Stillwater effective July 1, 2018.

https://www.wheatonpm.com/news/pressreleases/...-of-2018/default.aspx

http://www.mining.com/...shares-drop-reporting-third-quarter-results/

 

3747 Postings, 768 Tage VassagoWPM 18,61$ (+12%)

 
  
    
2
14.12.18 17:39

7356 Postings, 4222 Tage videomart"2018 estimated production higher than expected"

 
  
    
23.02.19 01:15

Feb. 22, 2019 9:32 AM ET
About: Wheaton Precious Metals Corp (WPM)  |  By: Vandana Singh, SA News Editor

https://seekingalpha.com/news/...estimated-production-higher-expected  

910 Postings, 4630 Tage giogenDa sieht doch garnicht so schlecht aus

 
  
    
1
21.03.19 09:02
Sollten wir die 21 überwinden, geht es erst mal weiter Richtung 26. Nach Stand der Dinge sollte das 1. Quartal 2019 gut bis sehr gut ausfallen.  

3747 Postings, 768 Tage VassagoWPM 22,96$ (52Wochen-Hoch!)

 
  
    
3
21.03.19 11:35

WPM meldet Zahlen für 2018

  • Goldproduktion 373 koz
  • Silberproduktion 24,5 Moz
  • Kosten 4,67$/oz Silber und 409$/oz Gold
  • Umsatz 794 Mio. $
  • Gewinn 427 Mio. $
  • adj. Gewinn 214 Mio. $
  • adj. EPS 0,48$
  • Dividende 0,36$

https://www.wheatonpm.com/news/pressreleases/...-of-2019/default.aspx


 

7356 Postings, 4222 Tage videomartDas ist sogar das 2-Jahres-Hoch!

 
  
    
21.03.19 15:51
So darf es gerne weiter gehen...  

7356 Postings, 4222 Tage videomartWPM exceeds 2018 production guidance

 
  
    
1
22.03.19 00:01

910 Postings, 4630 Tage giogenDer Weg Richtung 26 Euro

 
  
    
1
22.03.19 09:55
ist jetzt frei.  

7356 Postings, 4222 Tage videomartKursziel bei Canaccord Genuity: 44,00 Cad

 
  
    
1
25.03.19 16:50

Das entspricht 29 Euro!

 

7356 Postings, 4222 Tage videomart"Wheaton Precious Metals: The Sky Is The Limit...

 
  
    
1
26.03.19 22:30
... So It Seems"

Mar. 24, 2019 8:38 PM ET
About: Wheaton Precious Metals Corp. (WPM)

https://seekingalpha.com/article/...n-precious-metals-sky-limit-seems  

16160 Postings, 2057 Tage GalearisKorrektur und nicht "the sky ...."

 
  
    
1
09.05.19 16:56
ich ha be welche, aber billiger gekauft. Hier kann man nur vorsichtig sein im Moment.
Ansonsten gute Firma.
Kein Rat zu etwas.  

16160 Postings, 2057 Tage Galearishat Vassago neue Info ?

 
  
    
1
28.05.19 11:12
ich kaufe hier weiter zu.
Kein Rat zu etwas.
 

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