2025 Q3 -tulosraportti
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Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 26.1. | |
| 2025 Q2 -tulosraportti | 27.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 28.4.2025 | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
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Shareville
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·4 t sitten · MuokattuThe difference in AI lies in the hands that use it. Let's establish this once and for all: There's a world of difference between "using AI" and building the systems that actually create value. From volume to precision: My latest project related to Cabral started with a prompt of 74 A4 pages, which evolved into even more pages, and through rigorous curation was boiled down to one. It's not about writing a lot, but about controlling precision. Data vs. Meta-data: Anyone can pull data. The art lies in integrating meta-data so that the information gains context and becomes useful insight instead of just noise. Systems, not search engines: Using AI like a Google search (ask, read, copy) is amateur level. It's also dangerous considering the amount of misinformation one can end up taking at face value. I build systems that absorb intelligence and create a strategic overview that no manual reading can match. My methods stay here: I don't create guides or tutorials here on Nordnet. I have neither the time nor the desire to give away my methods to an open forum. What I share: I'm happy to share the essence of the data here in the topic about Cabral, as long as it's appreciated and doesn't just create "smoking sofas". There's a mute button in here, but I don't use it; it shouldn't be necessary. Remember: The tool is only as strong as the architect behind it. It's not the AI that makes the difference – it's the way it's harnessed. Finally: I love a good debate, but it's only good if it's factual and proper. I don't want to contribute to smoke machines or sour couch warriors. So please ask or comment – I enjoy it. But I'm not here to hold anyone's hand or to argue about beliefs. If you're curious, that's great. If you're opinionated and outdated, then my life is both too short and too long to participate in the conversation. So if we're going to have a real debate, then come prepared – I love it. Thanks. Best regards @Guldgraver1- 58 min sitten58 min sittenTämä julkaisu on poistettu.
2 t sitten2 t sittenTämä kommentti on poistettu.·41 min sitten · MuokattuNewly revised: Here are the reasons why they should announce something now, and why we are waiting: Disclosure obligation: Since the information in DOU (pages 47-48) is public and here confirms the final Portaria de Lavra for main processes 850.615/2004 and 850.047/2005, it is price-sensitive news (Material Change). Both TSX-V (Canada) and OTCQX (USA) require the company to inform the market as soon as possible. US market (CBGZF): American investors on OTCQX often react quickly to regulatory milestones in Brazil, especially concerning de-risking of production and water rights (250,000 m³/year). The window before opening: Companies typically send out their PM between 2:00 PM and 3:00 PM Danish time to give brokers and algorithms time to digest the news before trading starts. Why we might still be waiting: Translation: The Brazilian Portaria must be translated and verified by their Canadian lawyers before the final English wording is sent to the exchanges. Keep an eye on: Cabral Gold Newsroom SEDAR+ (Canada's public archive) If a PM is not released by 3:30 PM, we can expect increased activity in the stock based on "insiders" and local Brazilian investors having already read pages 47-48 in today's official gazette. Or a temporary trading halt. - ·20 t sitten · MuokattuCabral Gold – My ultimate review of logistics, customs status, and the path to Q3/Q4 production After digging into the Brazilian customs records, logistics manifests, and the project's financial structure, here's a comprehensive status update on where Cabral Gold (Magellan Minerais) truly stands today. We are past the point of "maybe" – we are now in the phase where steel meets ground at Cuiú Cuiú. 1. The Importer's Identity and Brazilian Bureaucracy To understand the progress, one must look at the subsidiary Magellan Minerais Prospecção Geológica Ltda (CNPJ: 07.719.988/0001-92). This is where all the import licenses are held. Brazil has historically been a logistical challenge, but Cabral has executed wisely by utilizing the new digital customs reform, DUIMP. This system shifts the process from "wait and see" to "pre-registration". This means that when the equipment hits the port in Santarém, the paperwork is already in the system. This is a game-changer for the timeline, as it minimizes the notorious "Brazil Cost" in terms of waiting time. 2. Equipment Status: What's filling the containers right now? Cabral has confirmed that 65 % of all equipment (measured by value) has been purchased. This is critical because it locks in prices in a market with inflation on mining equipment. The Mineral Sizer (The Heart of the oxidation): This unit is currently the project's most concrete sign of progress. It has arrived in Brazil and is in the final stages of customs clearance. It is classified as "Capital Goods", which, via the Ex-tarifário regime, drastically reduces import duties. The expectation is that it will roll towards the site on a low-loader before the end of February. The ADR Plant (The Money Maker): The Adsorption, Desorption, and Recovery plant has been ordered from Como Engineering. Here we are talking about advanced chemical process equipment. The status is that the large modules are nearing completion. Shipping routes are planned from Fremantle/Durban towards Santarém. It is modular, which means that when it arrives in Q2, it can be assembled like "Lego" instead of having to be built from scratch in the jungle. The Crushing Plant (Crushing Circuit): The remaining components are en route and highly prioritized so they can be installed before the ADR plant arrives. 3. Infrastructure: From river barge to 10 reinforced bridges Logistics in the Amazon requires more than just trucks. Cabral is utilizing a well-thought-out "combination route" to protect the sensitive equipment: The Waterway (Tapajós River): To spare the heavy and technically complex components (like the ADR modules) from hundreds of kilometers of vibrations and dust on the rough country roads, the equipment is sailed on barges from Santarém up the Tapajós River to Itaituba. This is a strategic shortcut that utilizes the high water level this season. The 10 Bridges: From Itaituba, local specialists from Transportadora TransMaranhão take over the task with massive low-loaders. Cabral has reinforced 10 bridges on the last road leg out to Vila Cuiú Cuiú – a necessity to even be able to safely move the heavy sections of the ADR plant forward. The Mine Camp (Construction Camp): The deadline here is March 2026. The camp will house the team that will run 24/7 operations. The Concrete Batch Plant on site is already running to pour the foundations, so they are hardened and ready when the machines arrive. 4. Financial Backing and "Sunk Costs" One of the biggest fear factors in mining projects is "funding gaps". But Cabral holds a disbursed gold loan of US$45.1 million. This covers not only purchases, but also the heavy Brazilian import taxes (II, IPI, PIS/COFINS and ICMS). Having the liquidity in place to pay customs immediately is often what separates successful projects from those that get stranded. As an investor, it is reassuring that we are not looking at an equity issuance to cover unforeseen logistics bills. 5. Risk Analysis: What can go wrong? Even though everything looks green, we must be realistic. The Rainy Season: The Brazilian rainy season can make roads challenging. But with the bridge reinforcements and the completion of the camp in March, Cabral has positioned itself to be able to work "indoors" with the installation in Q2. Customs Bottlenecks: Even though DUIMP helps, Brazilian customs (Receita Federal) is unpredictable. However, everything indicates that they have "pre-cleared" the most important items. 6. The Way Forward (The Timeline) February: Mineral Sizer released and lands on site. March: Mine camp reported 100% operational. Last 35% of equipment purchased. Q2: ADR plant arrives at the port and is transported to Cuiú Cuiú. Installation commences. Q3: Commissioning and testing. Q4: First pour followed by a huge "Yeehaaw". Conclusion We own a company that is seriously transforming into a producer and is well on schedule. Once the machines are on the foundation, the valuation changes fundamentally (from P/NAV to multiples of cash flow). With current gold prices, the "payback" period looks extremely attractive. Thanks if you read this far.·24 min sitten · MuokattuJust a final couple of details: One must remember that when DOU hit the streets in Brasilia, it was early in the night in Vancouver. Management has thus woken up to a fait accompli and has only had a couple of hours to get their lawyers out of bed, verify the PDF, and approve an English translation on the board. History also shows that Cabral has previously released PMs intra-day or in connection with a trading halt, if the news is significant enough. So the clock is ticking, but they are under severe time pressure due to the time difference!
- ·1 päivä sittenKeep track of your resources: Saprolite vs. Hard-rock. When following Cabral Gold, it is crucial not to mix up the numbers. Cuiú Cuiú is operating on two different tracks, and this is where many investors miss the point: Stage 1 (Oxid/Saprolite): The soft material on the surface. This was updated in 2024 and 2025 (most recently via the PFS report from July 2025). It is this gold that will secure cashflow without share dilution. Stage 2 (Hard-rock/Basement): The massive system at depth. Here, the official resource has not been updated since 2022. The point? The past years' extensive drilling at PDM and Machichie are not yet "official" in the hard-rock accounting. We are looking at a huge resource-trigger in 2026, when the two years of fundamental findings are finally incorporated into the Stage 2 model. In short: Stage 1 is the money machine – Stage 2 is the gold mine. And while we wait - it's time for more popcorn. I have news about customs and construction phase, but now let's just munch a bit...·20 t sitten@Stupendous Yes, well... if Alan Carter decides to sell an idea about producing a "new" yoyo, after Cuiú Cuiú is a thing of the past, then I'll probably buy that from him too. But we need to do something first...
- ·1 päivä sittenWorking For The Real Prize. When Alan Carter pitches to investors next week, it's worth listening for the strategic undertones about Stage 2. While Stage 1 ensures survival and cash flow without dilution, Stage 2 is what can truly move the share price. Here are the 3 reasons why Stage 2 is the real investment thesis: From "Starter" to "District-Scale": Stage 1 is a heap-leach operation on the upper approx. 60 meters (saprolite). But the real value lies in the massive hard-rock system underneath. This is where the latest drillings really count. No more share dilution: The ingenious maneuver with the $45 million gold loan means that Stage 1 is financed without new shares. The plan is to use the profits from Stage 1 to finance the drillings and a forthcoming PEA (Preliminary Economic Assessment) for Stage 2. The company is moving from being "market-dependent" to being self-financing. Resource update in 2026: The current resource of ~1.2 million oz is from 2022 and does not include the four latest hard-rock discoveries (PDM, Machichie Main, Machichie NE and Jerimum Cima). Carter has signaled a major resource update at the end of 2026, which will form the foundation for Stage 2. Think about it. Personally, I must admit that this district looks like one for the record books, but I love this man for his leadership and tactical play.
1 päivä sitten1 päivä sittenI see what you did there.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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2025 Q3 -tulosraportti
Vain PDF
10 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
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Kirjaudu
- ·4 t sitten · MuokattuThe difference in AI lies in the hands that use it. Let's establish this once and for all: There's a world of difference between "using AI" and building the systems that actually create value. From volume to precision: My latest project related to Cabral started with a prompt of 74 A4 pages, which evolved into even more pages, and through rigorous curation was boiled down to one. It's not about writing a lot, but about controlling precision. Data vs. Meta-data: Anyone can pull data. The art lies in integrating meta-data so that the information gains context and becomes useful insight instead of just noise. Systems, not search engines: Using AI like a Google search (ask, read, copy) is amateur level. It's also dangerous considering the amount of misinformation one can end up taking at face value. I build systems that absorb intelligence and create a strategic overview that no manual reading can match. My methods stay here: I don't create guides or tutorials here on Nordnet. I have neither the time nor the desire to give away my methods to an open forum. What I share: I'm happy to share the essence of the data here in the topic about Cabral, as long as it's appreciated and doesn't just create "smoking sofas". There's a mute button in here, but I don't use it; it shouldn't be necessary. Remember: The tool is only as strong as the architect behind it. It's not the AI that makes the difference – it's the way it's harnessed. Finally: I love a good debate, but it's only good if it's factual and proper. I don't want to contribute to smoke machines or sour couch warriors. So please ask or comment – I enjoy it. But I'm not here to hold anyone's hand or to argue about beliefs. If you're curious, that's great. If you're opinionated and outdated, then my life is both too short and too long to participate in the conversation. So if we're going to have a real debate, then come prepared – I love it. Thanks. Best regards @Guldgraver1
- 58 min sitten58 min sittenTämä julkaisu on poistettu.2 t sitten2 t sittenTämä kommentti on poistettu.·41 min sitten · MuokattuNewly revised: Here are the reasons why they should announce something now, and why we are waiting: Disclosure obligation: Since the information in DOU (pages 47-48) is public and here confirms the final Portaria de Lavra for main processes 850.615/2004 and 850.047/2005, it is price-sensitive news (Material Change). Both TSX-V (Canada) and OTCQX (USA) require the company to inform the market as soon as possible. US market (CBGZF): American investors on OTCQX often react quickly to regulatory milestones in Brazil, especially concerning de-risking of production and water rights (250,000 m³/year). The window before opening: Companies typically send out their PM between 2:00 PM and 3:00 PM Danish time to give brokers and algorithms time to digest the news before trading starts. Why we might still be waiting: Translation: The Brazilian Portaria must be translated and verified by their Canadian lawyers before the final English wording is sent to the exchanges. Keep an eye on: Cabral Gold Newsroom SEDAR+ (Canada's public archive) If a PM is not released by 3:30 PM, we can expect increased activity in the stock based on "insiders" and local Brazilian investors having already read pages 47-48 in today's official gazette. Or a temporary trading halt.
- ·20 t sitten · MuokattuCabral Gold – My ultimate review of logistics, customs status, and the path to Q3/Q4 production After digging into the Brazilian customs records, logistics manifests, and the project's financial structure, here's a comprehensive status update on where Cabral Gold (Magellan Minerais) truly stands today. We are past the point of "maybe" – we are now in the phase where steel meets ground at Cuiú Cuiú. 1. The Importer's Identity and Brazilian Bureaucracy To understand the progress, one must look at the subsidiary Magellan Minerais Prospecção Geológica Ltda (CNPJ: 07.719.988/0001-92). This is where all the import licenses are held. Brazil has historically been a logistical challenge, but Cabral has executed wisely by utilizing the new digital customs reform, DUIMP. This system shifts the process from "wait and see" to "pre-registration". This means that when the equipment hits the port in Santarém, the paperwork is already in the system. This is a game-changer for the timeline, as it minimizes the notorious "Brazil Cost" in terms of waiting time. 2. Equipment Status: What's filling the containers right now? Cabral has confirmed that 65 % of all equipment (measured by value) has been purchased. This is critical because it locks in prices in a market with inflation on mining equipment. The Mineral Sizer (The Heart of the oxidation): This unit is currently the project's most concrete sign of progress. It has arrived in Brazil and is in the final stages of customs clearance. It is classified as "Capital Goods", which, via the Ex-tarifário regime, drastically reduces import duties. The expectation is that it will roll towards the site on a low-loader before the end of February. The ADR Plant (The Money Maker): The Adsorption, Desorption, and Recovery plant has been ordered from Como Engineering. Here we are talking about advanced chemical process equipment. The status is that the large modules are nearing completion. Shipping routes are planned from Fremantle/Durban towards Santarém. It is modular, which means that when it arrives in Q2, it can be assembled like "Lego" instead of having to be built from scratch in the jungle. The Crushing Plant (Crushing Circuit): The remaining components are en route and highly prioritized so they can be installed before the ADR plant arrives. 3. Infrastructure: From river barge to 10 reinforced bridges Logistics in the Amazon requires more than just trucks. Cabral is utilizing a well-thought-out "combination route" to protect the sensitive equipment: The Waterway (Tapajós River): To spare the heavy and technically complex components (like the ADR modules) from hundreds of kilometers of vibrations and dust on the rough country roads, the equipment is sailed on barges from Santarém up the Tapajós River to Itaituba. This is a strategic shortcut that utilizes the high water level this season. The 10 Bridges: From Itaituba, local specialists from Transportadora TransMaranhão take over the task with massive low-loaders. Cabral has reinforced 10 bridges on the last road leg out to Vila Cuiú Cuiú – a necessity to even be able to safely move the heavy sections of the ADR plant forward. The Mine Camp (Construction Camp): The deadline here is March 2026. The camp will house the team that will run 24/7 operations. The Concrete Batch Plant on site is already running to pour the foundations, so they are hardened and ready when the machines arrive. 4. Financial Backing and "Sunk Costs" One of the biggest fear factors in mining projects is "funding gaps". But Cabral holds a disbursed gold loan of US$45.1 million. This covers not only purchases, but also the heavy Brazilian import taxes (II, IPI, PIS/COFINS and ICMS). Having the liquidity in place to pay customs immediately is often what separates successful projects from those that get stranded. As an investor, it is reassuring that we are not looking at an equity issuance to cover unforeseen logistics bills. 5. Risk Analysis: What can go wrong? Even though everything looks green, we must be realistic. The Rainy Season: The Brazilian rainy season can make roads challenging. But with the bridge reinforcements and the completion of the camp in March, Cabral has positioned itself to be able to work "indoors" with the installation in Q2. Customs Bottlenecks: Even though DUIMP helps, Brazilian customs (Receita Federal) is unpredictable. However, everything indicates that they have "pre-cleared" the most important items. 6. The Way Forward (The Timeline) February: Mineral Sizer released and lands on site. March: Mine camp reported 100% operational. Last 35% of equipment purchased. Q2: ADR plant arrives at the port and is transported to Cuiú Cuiú. Installation commences. Q3: Commissioning and testing. Q4: First pour followed by a huge "Yeehaaw". Conclusion We own a company that is seriously transforming into a producer and is well on schedule. Once the machines are on the foundation, the valuation changes fundamentally (from P/NAV to multiples of cash flow). With current gold prices, the "payback" period looks extremely attractive. Thanks if you read this far.·24 min sitten · MuokattuJust a final couple of details: One must remember that when DOU hit the streets in Brasilia, it was early in the night in Vancouver. Management has thus woken up to a fait accompli and has only had a couple of hours to get their lawyers out of bed, verify the PDF, and approve an English translation on the board. History also shows that Cabral has previously released PMs intra-day or in connection with a trading halt, if the news is significant enough. So the clock is ticking, but they are under severe time pressure due to the time difference!
- ·1 päivä sittenKeep track of your resources: Saprolite vs. Hard-rock. When following Cabral Gold, it is crucial not to mix up the numbers. Cuiú Cuiú is operating on two different tracks, and this is where many investors miss the point: Stage 1 (Oxid/Saprolite): The soft material on the surface. This was updated in 2024 and 2025 (most recently via the PFS report from July 2025). It is this gold that will secure cashflow without share dilution. Stage 2 (Hard-rock/Basement): The massive system at depth. Here, the official resource has not been updated since 2022. The point? The past years' extensive drilling at PDM and Machichie are not yet "official" in the hard-rock accounting. We are looking at a huge resource-trigger in 2026, when the two years of fundamental findings are finally incorporated into the Stage 2 model. In short: Stage 1 is the money machine – Stage 2 is the gold mine. And while we wait - it's time for more popcorn. I have news about customs and construction phase, but now let's just munch a bit...·20 t sitten@Stupendous Yes, well... if Alan Carter decides to sell an idea about producing a "new" yoyo, after Cuiú Cuiú is a thing of the past, then I'll probably buy that from him too. But we need to do something first...
- ·1 päivä sittenWorking For The Real Prize. When Alan Carter pitches to investors next week, it's worth listening for the strategic undertones about Stage 2. While Stage 1 ensures survival and cash flow without dilution, Stage 2 is what can truly move the share price. Here are the 3 reasons why Stage 2 is the real investment thesis: From "Starter" to "District-Scale": Stage 1 is a heap-leach operation on the upper approx. 60 meters (saprolite). But the real value lies in the massive hard-rock system underneath. This is where the latest drillings really count. No more share dilution: The ingenious maneuver with the $45 million gold loan means that Stage 1 is financed without new shares. The plan is to use the profits from Stage 1 to finance the drillings and a forthcoming PEA (Preliminary Economic Assessment) for Stage 2. The company is moving from being "market-dependent" to being self-financing. Resource update in 2026: The current resource of ~1.2 million oz is from 2022 and does not include the four latest hard-rock discoveries (PDM, Machichie Main, Machichie NE and Jerimum Cima). Carter has signaled a major resource update at the end of 2026, which will form the foundation for Stage 2. Think about it. Personally, I must admit that this district looks like one for the record books, but I love this man for his leadership and tactical play.1 päivä sitten1 päivä sittenI see what you did there.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
TSX Venture Exchange
Määrä
Osto
40 500
Myynti
Määrä
59 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 26.1. | |
| 2025 Q2 -tulosraportti | 27.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 28.4.2025 | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
2025 Q3 -tulosraportti
Vain PDF
10 päivää sitten
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 26.1. | |
| 2025 Q2 -tulosraportti | 27.8.2025 | |
| 2025 Q1 -tulosraportti | 28.5.2025 | |
| 2024 Q4 -tulosraportti | 28.4.2025 | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sitten · MuokattuThe difference in AI lies in the hands that use it. Let's establish this once and for all: There's a world of difference between "using AI" and building the systems that actually create value. From volume to precision: My latest project related to Cabral started with a prompt of 74 A4 pages, which evolved into even more pages, and through rigorous curation was boiled down to one. It's not about writing a lot, but about controlling precision. Data vs. Meta-data: Anyone can pull data. The art lies in integrating meta-data so that the information gains context and becomes useful insight instead of just noise. Systems, not search engines: Using AI like a Google search (ask, read, copy) is amateur level. It's also dangerous considering the amount of misinformation one can end up taking at face value. I build systems that absorb intelligence and create a strategic overview that no manual reading can match. My methods stay here: I don't create guides or tutorials here on Nordnet. I have neither the time nor the desire to give away my methods to an open forum. What I share: I'm happy to share the essence of the data here in the topic about Cabral, as long as it's appreciated and doesn't just create "smoking sofas". There's a mute button in here, but I don't use it; it shouldn't be necessary. Remember: The tool is only as strong as the architect behind it. It's not the AI that makes the difference – it's the way it's harnessed. Finally: I love a good debate, but it's only good if it's factual and proper. I don't want to contribute to smoke machines or sour couch warriors. So please ask or comment – I enjoy it. But I'm not here to hold anyone's hand or to argue about beliefs. If you're curious, that's great. If you're opinionated and outdated, then my life is both too short and too long to participate in the conversation. So if we're going to have a real debate, then come prepared – I love it. Thanks. Best regards @Guldgraver1
- 58 min sitten58 min sittenTämä julkaisu on poistettu.2 t sitten2 t sittenTämä kommentti on poistettu.·41 min sitten · MuokattuNewly revised: Here are the reasons why they should announce something now, and why we are waiting: Disclosure obligation: Since the information in DOU (pages 47-48) is public and here confirms the final Portaria de Lavra for main processes 850.615/2004 and 850.047/2005, it is price-sensitive news (Material Change). Both TSX-V (Canada) and OTCQX (USA) require the company to inform the market as soon as possible. US market (CBGZF): American investors on OTCQX often react quickly to regulatory milestones in Brazil, especially concerning de-risking of production and water rights (250,000 m³/year). The window before opening: Companies typically send out their PM between 2:00 PM and 3:00 PM Danish time to give brokers and algorithms time to digest the news before trading starts. Why we might still be waiting: Translation: The Brazilian Portaria must be translated and verified by their Canadian lawyers before the final English wording is sent to the exchanges. Keep an eye on: Cabral Gold Newsroom SEDAR+ (Canada's public archive) If a PM is not released by 3:30 PM, we can expect increased activity in the stock based on "insiders" and local Brazilian investors having already read pages 47-48 in today's official gazette. Or a temporary trading halt.
- ·20 t sitten · MuokattuCabral Gold – My ultimate review of logistics, customs status, and the path to Q3/Q4 production After digging into the Brazilian customs records, logistics manifests, and the project's financial structure, here's a comprehensive status update on where Cabral Gold (Magellan Minerais) truly stands today. We are past the point of "maybe" – we are now in the phase where steel meets ground at Cuiú Cuiú. 1. The Importer's Identity and Brazilian Bureaucracy To understand the progress, one must look at the subsidiary Magellan Minerais Prospecção Geológica Ltda (CNPJ: 07.719.988/0001-92). This is where all the import licenses are held. Brazil has historically been a logistical challenge, but Cabral has executed wisely by utilizing the new digital customs reform, DUIMP. This system shifts the process from "wait and see" to "pre-registration". This means that when the equipment hits the port in Santarém, the paperwork is already in the system. This is a game-changer for the timeline, as it minimizes the notorious "Brazil Cost" in terms of waiting time. 2. Equipment Status: What's filling the containers right now? Cabral has confirmed that 65 % of all equipment (measured by value) has been purchased. This is critical because it locks in prices in a market with inflation on mining equipment. The Mineral Sizer (The Heart of the oxidation): This unit is currently the project's most concrete sign of progress. It has arrived in Brazil and is in the final stages of customs clearance. It is classified as "Capital Goods", which, via the Ex-tarifário regime, drastically reduces import duties. The expectation is that it will roll towards the site on a low-loader before the end of February. The ADR Plant (The Money Maker): The Adsorption, Desorption, and Recovery plant has been ordered from Como Engineering. Here we are talking about advanced chemical process equipment. The status is that the large modules are nearing completion. Shipping routes are planned from Fremantle/Durban towards Santarém. It is modular, which means that when it arrives in Q2, it can be assembled like "Lego" instead of having to be built from scratch in the jungle. The Crushing Plant (Crushing Circuit): The remaining components are en route and highly prioritized so they can be installed before the ADR plant arrives. 3. Infrastructure: From river barge to 10 reinforced bridges Logistics in the Amazon requires more than just trucks. Cabral is utilizing a well-thought-out "combination route" to protect the sensitive equipment: The Waterway (Tapajós River): To spare the heavy and technically complex components (like the ADR modules) from hundreds of kilometers of vibrations and dust on the rough country roads, the equipment is sailed on barges from Santarém up the Tapajós River to Itaituba. This is a strategic shortcut that utilizes the high water level this season. The 10 Bridges: From Itaituba, local specialists from Transportadora TransMaranhão take over the task with massive low-loaders. Cabral has reinforced 10 bridges on the last road leg out to Vila Cuiú Cuiú – a necessity to even be able to safely move the heavy sections of the ADR plant forward. The Mine Camp (Construction Camp): The deadline here is March 2026. The camp will house the team that will run 24/7 operations. The Concrete Batch Plant on site is already running to pour the foundations, so they are hardened and ready when the machines arrive. 4. Financial Backing and "Sunk Costs" One of the biggest fear factors in mining projects is "funding gaps". But Cabral holds a disbursed gold loan of US$45.1 million. This covers not only purchases, but also the heavy Brazilian import taxes (II, IPI, PIS/COFINS and ICMS). Having the liquidity in place to pay customs immediately is often what separates successful projects from those that get stranded. As an investor, it is reassuring that we are not looking at an equity issuance to cover unforeseen logistics bills. 5. Risk Analysis: What can go wrong? Even though everything looks green, we must be realistic. The Rainy Season: The Brazilian rainy season can make roads challenging. But with the bridge reinforcements and the completion of the camp in March, Cabral has positioned itself to be able to work "indoors" with the installation in Q2. Customs Bottlenecks: Even though DUIMP helps, Brazilian customs (Receita Federal) is unpredictable. However, everything indicates that they have "pre-cleared" the most important items. 6. The Way Forward (The Timeline) February: Mineral Sizer released and lands on site. March: Mine camp reported 100% operational. Last 35% of equipment purchased. Q2: ADR plant arrives at the port and is transported to Cuiú Cuiú. Installation commences. Q3: Commissioning and testing. Q4: First pour followed by a huge "Yeehaaw". Conclusion We own a company that is seriously transforming into a producer and is well on schedule. Once the machines are on the foundation, the valuation changes fundamentally (from P/NAV to multiples of cash flow). With current gold prices, the "payback" period looks extremely attractive. Thanks if you read this far.·24 min sitten · MuokattuJust a final couple of details: One must remember that when DOU hit the streets in Brasilia, it was early in the night in Vancouver. Management has thus woken up to a fait accompli and has only had a couple of hours to get their lawyers out of bed, verify the PDF, and approve an English translation on the board. History also shows that Cabral has previously released PMs intra-day or in connection with a trading halt, if the news is significant enough. So the clock is ticking, but they are under severe time pressure due to the time difference!
- ·1 päivä sittenKeep track of your resources: Saprolite vs. Hard-rock. When following Cabral Gold, it is crucial not to mix up the numbers. Cuiú Cuiú is operating on two different tracks, and this is where many investors miss the point: Stage 1 (Oxid/Saprolite): The soft material on the surface. This was updated in 2024 and 2025 (most recently via the PFS report from July 2025). It is this gold that will secure cashflow without share dilution. Stage 2 (Hard-rock/Basement): The massive system at depth. Here, the official resource has not been updated since 2022. The point? The past years' extensive drilling at PDM and Machichie are not yet "official" in the hard-rock accounting. We are looking at a huge resource-trigger in 2026, when the two years of fundamental findings are finally incorporated into the Stage 2 model. In short: Stage 1 is the money machine – Stage 2 is the gold mine. And while we wait - it's time for more popcorn. I have news about customs and construction phase, but now let's just munch a bit...·20 t sitten@Stupendous Yes, well... if Alan Carter decides to sell an idea about producing a "new" yoyo, after Cuiú Cuiú is a thing of the past, then I'll probably buy that from him too. But we need to do something first...
- ·1 päivä sittenWorking For The Real Prize. When Alan Carter pitches to investors next week, it's worth listening for the strategic undertones about Stage 2. While Stage 1 ensures survival and cash flow without dilution, Stage 2 is what can truly move the share price. Here are the 3 reasons why Stage 2 is the real investment thesis: From "Starter" to "District-Scale": Stage 1 is a heap-leach operation on the upper approx. 60 meters (saprolite). But the real value lies in the massive hard-rock system underneath. This is where the latest drillings really count. No more share dilution: The ingenious maneuver with the $45 million gold loan means that Stage 1 is financed without new shares. The plan is to use the profits from Stage 1 to finance the drillings and a forthcoming PEA (Preliminary Economic Assessment) for Stage 2. The company is moving from being "market-dependent" to being self-financing. Resource update in 2026: The current resource of ~1.2 million oz is from 2022 and does not include the four latest hard-rock discoveries (PDM, Machichie Main, Machichie NE and Jerimum Cima). Carter has signaled a major resource update at the end of 2026, which will form the foundation for Stage 2. Think about it. Personally, I must admit that this district looks like one for the record books, but I love this man for his leadership and tactical play.1 päivä sitten1 päivä sittenI see what you did there.
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