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POG CHART. Gold looks like its on the Rise. (POG)     

goldfinger - 06 Aug 2004 16:15

Chart.aspx?Provider=EODIntra&Code=POG&SiChart.aspx?Provider=Intra&Code=POG&Size=http://www.kitco.com/charts/livegold.html

cheers GF.

gold.gif

goldfinger - 23 Feb 2012 08:44 - 1291 of 2076

Numis:

Petropavlovsk (Add, £8). Reserve update. Positive. Reserves increase by 11%
to 9.1Moz grading 1.17g/t (from 10.2Moz grading 1.13g/t. Total resources increase
by 6% to 24.6Moz, from 23.1Moz (14.4Moz M&I). Importantly it confirms an
increase to 5.1Moz in non-refractory resources, which shape the production profile
better in the next few years, as expected, with potential to increase further. The
increased reserves confirm the decision to bring forward the expansions at Pioneer
and Albyn and allow another year of non-refractory ore at Malomir in line with our
forecasts. Includes a maiden reserve 1.2Moz at Visokoe, which is likely to be a new
project, amenable to low-cost open pit mining with non-refractory ore. This is
expected to be finalised in 2012, which should provide uplift to our numbers when
released. Exploration activity appears to continue positively. Overall positive but no
change to our numbers at this stage. Stock currently trading at 2.2x NAV and 5x
2012 CF, vs. the peer group of 1.5x NAV and 9x CF.

goldfinger - 23 Feb 2012 08:46 - 1292 of 2076

From Citi:

POG has reported reserves up by 11% from 9.1m oz @ 1.17gt contained to 10.25m oz
@ 1.13gt despite the use of 0.65m oz of reserves in 2011. POG has split the reserves
into non-refractory (5.13m oz @ 1.23g/t) and refractory (5.12m oz at 1.05g/t). Mineral
resources increased by 6% from 23.1m oz to 24.6m oz.
Reserves at Pioneer are reported at 2.42m oz @ 1.12g/t (previously 2.6m @ 1.2g/t).
Reserves at Pokrovskiy are 0.82m oz @ 0.74g/t (0.8 @ 0.92g/t). Malomir registered
3.94m oz @ 1.06g/t (4.1 @ 1.09) and Albyn was 1.36m oz @ 1.94g/t (1.08 @ 2.01).
Other reserves were at the alluvial operations and exploration projects.
We consider this to be a good report card indicating that POG is consistently being
able to replace mined gold and still improve on the reserves. The 50/50 balance
between refractory and non-refractory illustrates that the future refractory challenges
will not be all-consuming. POG’s POX plant is likely to be able to deal adequately with
refractory ore but we await updates on capex guidance on the POX plant, which we
expect to be higher than earlier estimates.

cynic - 23 Feb 2012 08:47 - 1293 of 2076

they're certainly doing the biz this morning! .... nice surge through 200 dma makes a further dabble very much more appealing

goldfinger - 23 Feb 2012 16:21 - 1294 of 2076

POG.

On the chart below we are technically
looking at the increased volume and the
way the lower indicators have all turned
bullish which stands holders in good sted
for a run up in the SP in the next few days/
weeks.

pog%2070.JPG

goldfinger - 23 Feb 2012 16:26 - 1295 of 2076

Libertas
February 23, 2012 -
Today’s Top Story

http://bit.ly/wVhufg

goldfinger - 23 Feb 2012 16:28 - 1296 of 2076

Fairfax Market Report
February 23. at 11:03 am

http://bit.ly/xZSeu0

goldfinger - 24 Feb 2012 02:23 - 1297 of 2076

More QE !!!

http://www.cityam.com/latest-news/bank-economist-open-more-qe

goldfinger - 24 Feb 2012 09:01 - 1298 of 2076

Starting to warm up.

goldfinger - 24 Feb 2012 09:05 - 1299 of 2076

citi v conservative..

PETROPAVLOVSK (BUY, p/target 834p) - Resources and Reserves update looks in line. Increased reserves by 11% even after depletion of 650k oz through mining - roughly where we would have expected. Grade marginally down from 1.17g/t to 1.13g/t. No material change to consensus expected. Shares trade on 1.1x P/NPV.

midknight - 01 Mar 2012 16:20 - 1300 of 2076

What's happening to POG?

goldfinger - 01 Mar 2012 16:31 - 1301 of 2076

Following Gold price ie, down. Seems to have been some strange MM action in this stock of late though.

midknight - 01 Mar 2012 16:39 - 1302 of 2076

Could it have anything to do, even remotely. with forthcoming
election?

cynic - 01 Mar 2012 16:40 - 1303 of 2076

i'm afraid this one often reacts strangely = generally badly

goldfinger - 02 Mar 2012 08:22 - 1304 of 2076

POG Petropavlovsk Gold

Well the SP action of the last 2 days
has left POG on a extremely cheap rating
going forward.

Just look at these figures, I know not always
idealy the best way to value a miner but
all the same far far too cheap compared to
competitors and peers on the market in fact
on the world market.

Just look at the P/E and EPS!!!

Begs the question will this be looked upon
as a takeover target aswel.

Petropavlovsk

ForecastsYear Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-11 754.13 247.63 96.25p 7.0 0.0 +511% 11.91p 1.6%
31-Dec-12 863.82 288.29 110.97p 6.1 0.4 +15% 14.05p 1.9%
31-Dec-13 1,023.44 341.78 138.92p 4.9 0.2 +25% 16.18p 2.2%

Digital Look


511% increase in EPS for this year.

A forward P/E of just 4.9 to 2013.

Far far too cheap.

HARRYCAT - 08 Mar 2012 08:20 - 1305 of 2076


Performing way below my expectations!

HARRYCAT - 21 Mar 2012 13:20 - 1306 of 2076

Looks like 600p is on the cards, hopefully followed by another bounce to 800p!

goldfinger - 26 Mar 2012 16:05 - 1307 of 2076

POG Petropavlovsk

Huge Broker Upgrade....

Petropavlovsk
FTSE 250
Basic Materials
Buy
942.03
613.5
53.6%
VTB Capital

SP Target 942.03p 53.6% upside.

goldfinger - 26 Mar 2012 16:11 - 1308 of 2076

POG

Broker views.

Petropavlovsk Broker Views

Date Broker Recommendation Price Old target price New target price Notes

23 Mar Numis Add 621.75 - 800.00 Retains
21 Mar Numis Add 621.75 810.00 810.00 Retains
12 Mar Numis Add 621.75 810.00 810.00 Retains
12 Mar Nomura Neutral 621.75 910.00 910.00 Reiterates
09 Mar Numis Add 621.75 810.00 810.00 Retains

midknight - 26 Mar 2012 16:35 - 1309 of 2076

We'll see what happens on Wednesday.

goldfinger - 26 Mar 2012 16:51 - 1310 of 2076

Gold shot up this afternoon. Told berwanky has been speaking.
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