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Re: german_investor post# 18552

Wednesday, 11/14/2012 5:51:05 PM

Wednesday, November 14, 2012 5:51:05 PM

Post# of 26631
IRW-PRESS: Petaquilla Minerals Petaquilla -2 -
DJ IRW-PRESS: Petaquilla Minerals Ltd.: Petaquilla Minerals (A0DKMR) The investment opportunity of a lifetime!



Petaquilla Minerals (A0DKMR) The investment opportunity of a lifetime!


Dear prospective of millions Invests!


In autumn 2010, I received the shares of Petaquilla Minerals at a price of EUR 0.34 million to invest. That did not happen for no reason, because the stock is in the next few years in front of a huge price jump. Since the start of Petaquilla Minerals million investment into the stock was already down over 14% to the current 0.39 euros. Although this is not yet the absolute top performance, but I'm quite happy with it so far, considering that in 2011 almost all commodity stocks have a sharp depreciation and Petaquilla Minerals bucked the trend could even define something. I would like to express again today to renew my buy recommendation and show you below why Petaquilla Minerals can develop the investment opportunity of a lifetime and the stock the next 5 years, even upside potential of more than 10 euros per share. But first things first:


Petaquilla Minerals promotes since 2010 successfully on its Molejon gold mine in Panama. The whole project is 100% owned Petaquilla Minerals is not less than 842 square kilometer in size. In fiscal year 2011/2012 (ended 05/31/2012) could Petaquilla Minerals 68,002 oz gold and 69,490 ounces of gold equivalent promote cash cost of 574 per ounce. This year, with a significant increase in gold production is expected to 95,000 ounces of gold to 105,000 ounces of gold. This is made possible, among other things through the commissioning of a fourth ball mill Ball Mill This fourth in the next 2-3 weeks to go into operation, and the production will be ramped up quite quickly to 1,000 tonnes a day. Once here, the full production capacity is reached, the gold production increases in a quarter of 18,000 ounces to 24,000 ounces of gold. Alone so you just go forward to an annual gold production of 96,000 ounces of gold.


The second step of production expansion is the construction of a heap leaching tank. Thus, the company has started several months ago, so that this heap leaching pool is also completed in the coming weeks. In heap leaching pool compared to the production of the Ball Mills can rock, especially with a low gold content (0.8 grams per tonne of rock) to be successfully abolished. This will increase the gold production also again by 4,500 ounces per month. It must be remembered, however, that it will take for the first filling of the basin only by 90 days until the first gold can be recovered. The first ounce from the heap leaching pool I reckon so until the end of the current fiscal year (ended 05/31/2013). Nevertheless, this is the medium contribute to a significant increase in gold production in Panama. Even the rocks in recent years it has been already reduced in parallel with the current gold production and Stockpiles be here now already 112,266 oz gold, which can ultimately win around 70% at a cash cost of less than 500 per ounce.


The only slight drawback, which is here the analysts always happy viewed critically, the reserves at the Molejon project. Here showing that gold production would be only 5 years possible. However, this is very vague, because the resources at Molejon and other deposits in Panama (Brazo, Botija Abajo, Palmilla, Oro del Norte, etc ...) are now already more than 2 million ounces of gold. The majority of these resources will be in the coming years through further exploration can easily step-up in the category of reserves, as I mine from my visit (March 2012) white. Since Petaquilla Minerals also has the right to all the gold deposits from neighbors Inmet Mining promote the Cobre Panama project, management is conservative here by a mine life of 30 years (!) From!


Not less lucrative is the Lomero Poyatos Polymetallprojekt in Spain. Also this project is 100% owned Petaquilla Minerals and the historic resource (non NI 43-101 compliant!) On this project is 2.1 million gold equivalent ounces. This project will be brought into production in the next 18 months. For this, the management has announced to go to a 210 million USD bond market to allow this project to be put into production without further dilution of shares can. Let's go conservatively assume that it will take more 24 months, up to Lomero Poyatos the first gold is promoted and it will take another 12 months before full production capacity utilization is achieved, then one from the end of 2015 250,000 between and 300,000 ounces of gold at cash costs of 550 USD per ounce promote. At the current gold price of around $ 1,730 per ounce then Petaquilla Minerals alone would earn the gold production is already an annual cash flow from 295 to 354 million USD.


All the by-products (1.8 million ounces of silver, 106 million pounds of copper and 42 million pounds of zinc) incurred for free as a byproduct in the production and according to the current commodity prices have an equivalent of 443.37 million USD coming on top of virtually free. Bottom line, the management expects (in my present financial presentation) so for the year 2017 a net profit of 392 million USD. The 2017 business year begins on 1 June 2016. We are removed leaving just three and a half years. Again, I personally reckon again rather more conservative and give the company even from now on for another 5 years to achieve this goal.


With an annual net profit of 392 million USD and then a fair PER of 10 Petaquilla Minerals will need to be assessed on the Stock Exchange with 3.92 billion USD. On a fully diluted basis, there are currently 273,820,000 shares, including the convertible bond in connection with the silver forward sales is as high as approximately 280 million shares outstanding fully. I divide the expected market capitalization in 5 years by 280 million shares fully diluted, then the share of Petaquilla Minerals in 5 years will have to stand at about $ 14.28, or the equivalent of 11.21 Euro. The only requirement is that Petaquilla Minerals as planned can collect the money for the project financing of Lomero Poyatos in Spain in the bond market and the number of shares in the coming years need not dilute further and that management per simultaneously in production target from 250,000 to 300,000 ounces of gold year can be successfully implemented at a cash cost of 550 USD, plus the byproducts.


Not to be forgotten is also the subsidiary PDI, which is to be spun off in the coming months of Petaquilla Minerals. For every 4 shares of Petaquilla Minerals you are here at the IPO of PDI will receive in the coming months, one free share.


Conclusion: Petaquilla Minerals Ltd. is a high-solid junior gold producer, which could develop for you the investment opportunity of a lifetime. Manages the management to implement its production targets in the next 5 years successfully and does not have more the number of shares to be watered down, then we have the best possibilities that the stock price will be listed in the next 5 years, double-digit Euro range. The whole calculation is based mind only on a gold price of $ 1,730 an ounce, as is currently the case. Increases the price of gold in the next 5 years as by quite a few experts predicted even $ 2,500 or $ 3,000, it is even again a significantly higher target price possible as only "11 euros.


Who loves it very conservatively and expects further dilution and a scarce miss the target of production, which is also there still a significant risk premium to a target price of 5 euros, which is still more than 10 times the current rate.


If you take the full facts, that a further rise in gold price is still very real, then all of us should an investment in Petaquilla Minerals of the investment opportunity of a lifetime equal. Everyone's dream is to once have a share in my custody, the tenfold. But at Petaquilla Minerals they even have a chance not unrealistic that the price here in the next 5 years increases by a factor of 20, 30 or even more. Therefore, the share of Petaquilla Minerals is currently also my biggest custodian position in private custody, of course knowing that I'll have a few years of patience to bring it to light must wait for the company will achieve its goals and then the share price will accordingly develop positively.


Citation:


- Corporate Website: http://www.petaquilla.com


- Presentation: http://www.petaquilla.com/news/pdf/20120628-Corporate-Presentation.pdf


Notice pursuant to § 34b WpHG and disclosure of a potential conflict of interest: Michael Turk owns shares of Petaquilla Minerals.


Contact:


Türk Finance Communication UG (limited)


On White 2


93309 Weltenburg


http://www.millioneninvest.de


Responsible Person: Michael Turk


Release date: 11/12/2012


Current market price determination: 0.49 CAD; converted EUR 0.39 (11/12/2012 16:45 clock).


Disclaimer:


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