Stock Screener: Ep. 415: Guanajuato Silver (GSVR.V): Looking Deeper Into Financials
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- Опубликовано: 5 сен 2024
- Correlation Economics: katchum.blogsp...
Twitter: / goldforecast
Playlist: • Stock Screener: Ep. 21...
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GSVR has its debt structured as repayable in gold and silver equivalents, which is why 20% lower revenue. The debt is not in USD but in metals.
If you look at the more recent press releases they are paying them back as quickly as possible.
and increase finance/interest costs is that they are, with the higher metals prices, paying them off more quickly. You can't just increase it to 6m/year and assume it is something permanent.
So revenue will go back to 100% when all debt is repaid?
ruclips.net/video/lz7S-oKhou8/видео.htmlsi=YuOGbT1xb36HKz1g covers the debt structure and more
@@katchum and debt repayable in metals is a great advantage because it doesn't screw them over totally in a bear scenario
But great video tho, I like the deep dive
@@katchum If we indeed are headed for 50$ silver they will repay the debt in 1-2 quarters
Thank you for the excellent video. Eric Sprott remains a shareholder of this company. I’m getting conflicting views on the financials and will use this information to get to the bottom of what’s going on here. Any updates would be appreciated
I'm still bearish gsvr and think it's overvalued. But gold and silver will rise so they'll be fine.
@@katchumthanks. Keep up the great content
To my knowledge EV is currently about 133M CAD !
Add retirement obligations, who is going to pay for that?
Nicely done. Have you sent your calculations to Investors Relations for an answer? That is what they are there for. Sounds like you and I need a Rick Rule bootcamp weekend.
its criminal that they dont have a caveat on the financials that they dont get full price for selling their silver... What do you think about Aya?
Aya has a lot of silver and keep finding more, but it's a bit pricey.
Sry for my bad english - I am no native speaker: In my opinion there is a market cap from 72M€, where do you take 150M $ ?
And is the output of their five mines constant?
In my mind there are a good chance for a producer in this times with high silver and gold prices.
You always need to take into account the debt/liabilities on the balance sheet because it needs to be repaid. That is where the 150M is coming from. 5 mines have different mine lives, but I just did a rough estimation. If you want, you can split it up per mine.
@@katchum Where is my long answer? Its gone?
@@katchum Puh...thanks for your answer
short: I am uneducated in this - you seems deep in it:
Why you add the debt - If I have 50k debt, and 50k on my bank account, I have 0 ?!
And - why is this a matter of market cap at the stock exchange?
Isnt it the decision of the investors, how much to pay for a company - book-worth?
If there are easy ways to explain, I would be happy ;)
@@nedi9249 When you buy a company, you also buy the debt. Let's look at the following scenario. I buy a company at 1m market cap, but they have 1 trillion of debt! Will you ever see any of the cashflow that comes in? No, because they will need to pay off the 1 trillion in debt.
Can you add silver x with their growth plan to 6moz and Santa s 4 moz development project?
Silver X is a nice one to do a deep dive on. It has one very big caveat. Santa development project, not sure how to value that.
Excellent video! I own GSVR but certainly wont be buying more until things improve. Do have thoughts/analysis on $DEF.V?
Unfortunately I'm not a geologist. Explorers don't appeal to me.
Nice job! What shipping container stocks do you like?
Danaos
What's your favorite silver play?
None of them, but if I need to take two then it's EXK and TM.V
@@katchum exk always performs in bull market.
@@katchum what's your Hackett gold plays?
@@lylerobinson3515 What on earth is a Hackett.
@@katchum favorite