I saw those too. Feel free to post such things on this board, VB (with author permission, of course). I've asked 1BP for his permission and am posting in anticipation of it.
mjk, one time, when you asked if you could invite someone from another board, I meant to invite them on that board. No biggie. ;-)
iHub has kind of a rule about not posting about other boards. I'm not very strict about enforcing it, but I can understand why they have that rule. I'm most tolerant of abbreviations and references to "the other board" when referring to other boards.
OK, here is 1BP's PTQ forecast (with my commentary, b/c I'm narcissistic like that).
According to 1BP ...
*First new mining law is passed. FEB 2011
Yup, done deal. Muchas, muchas gracias to mjk for the accurate, timely and informative updates!
*PDI spin out May 2011
Yet to be seen. Mante and others have speculated on it, it's certainly LONG overdue, but w/o any info from corporate, I'm keeping my mouth shut. Last I heard was "two months from now" - that was from Tom Byrne and that was a year ago!
*PTQ expands CIP plant to 5500 TPD July 2011
Certainly a possibility.
*PTQ starts producing at 100 K oz from expanded CIP plant. July 2011
I assume this refers to production rate, which would equal about 8300ozs/month. According to corp guidance, we should hit this rate during Q4, so 1BP's estimate is conservative and reasonable.
*PTQ builds heap leach pads and starts heap leach production. June 2011
Spot on, according to corporate guidance.
*PTQ starts heap leach production & targets 35K oz production July 2011
Again, spot on, according to corporate guidance.
*PTQ expands tailings system July 2011
*PTQ expands Molejon pit. June 2011
*PTQ widens exploration program. All year
*PTQ issues global resource including ODN. June 2011
Geez, I hope it's before then! I'm expecting it by the end of March, like corporate said, but they've been known to be late, so 1BP's guess is probably more in line with reality.
*PTQ get more Panama projects. July 2011
*PTQ transact M&A transaction. June 2011
*PTQ expands mine management team 2011
*PTQ calls warrants July 2011 and raises $100 Mil to build another mine by 2013
*PTQ targets 300K production by 2014
Ones I haven't commented on I had nothing to say about. They're either spot on or too speculative for me to comment on either way. In all, I think 1BP has provided us with a nice run-down of the possibilities.
Something 1BP didn't speculate on was acquisitions. That might be what 1BP meant by "PTQ get more Panama projects - July 2011" or he may have been referring to PDI. That's open to debate. I don't know which properties/companies we would consider acquiring.
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