Hedging… Oceanagold, New Gold, and now Klondex
Add Klondex to the list of producers that is hedging their production for the year.
Forward Sales Contracts – In April 2016, entered into fixed forward spot trades covering 67,600 ounces of gold at an average price of $1,258 per ounce and 798,500 ounces of silver at an average price of $16.71 per ounce, both of which will be physically delivered into during the second, third, and fourth quarters of 2016
This is nearly their entire remaining production for the year. I understand why these companies listed above are hedging. They need the cash flows to build their future projects and in New Gold’s case especially, will be out of business if we turn back down to 1000$ gold if they don’t hedge.
One thing to think about here… HOW MANY GOLD PRODUCERS HAVE EVER HEDGED AT THE TOP?
short answer… none that I can think of… can’t these guys keep it in their pants for more than few months?
Stick with Rob McEwen. No hedging… no streams… no debt.
Thanks Cash…great info
Selling Klondex in the morning. Fear drives most of the markets these days…including idiot miners. Don’t have NG, but having second thoughts about Oceana Gold…easy to redistribute the $$ among winners, and out of losers.
Cashcosts, any opinion on LEX.to? Thanks-
Not really. I’d only buy it because of Rob’s involvement. There is nothing else that stands out.
Ahh, what a real pitty, alright, selling Klondex today, thanks CC.
I don’t think that it needs to be sold if one is buying this for years down the road. If one thinks we are headed to 1400 this year, then there are probably better places to put the money.
the reason is they do not employ chartists. they take “advice” from bankers, who would not have a clue where price is going.
It’s really pathetic. They take a 5 year bear market on the chin and don’t hedge for 800 points and then the first up quarter they can’t wait to lock in prices. I’ve never seen something so bizarre.
Tell you Mining Company Executives to read Goldtent
🙂
There’s your “Smart” Money “Commercials” that everybody is afraid of
Ha