2026 Q2 -tulosraportti
30 päivää sitten
‧46 min
Tarjoustasot
Määrä
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-
Myynti
Määrä
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
AuAg Silver Bullet B
4,27%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 10.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.8. | ||
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·17 t sittenAyas PEA was a powerful statement about the magnitude of the Boumadine district. Target price by New Year 48-52 cad
·1 päivä sittenLatest update about the company and Boumadine PEA: https://youtu.be/ctkHcVUSV8g?is=D3PYjA0LqFm6ny8r
·3 päivää sittenIt turned out better than I had hoped for despite high expectations. Congratulations to those of you who are still in, now we await what analysts think about price targets going forward and what that might yield.
·9.9.My base case for the new PEA for Boumadine, adjusted for 85% ownership and tax; (35% tax —> 30% after depreciation and amortization) Based on: $4000AuEq $1200 AISC, year 1-5. $1400 AISC, year 6-14.4. ($100 over PEA). 7% discount rate, from today, 2026, as production does not begin before 2029, indicates that the project has a minimum $3bn USD present value. This is not NAV, but an anchor. Based on the company's market cap, already production at Zgounder, history of exceeding PEA production profile and outlook to establish even more mines, without intention to dilute current owners, I conclude that the company is still ridiculously undervalued, even at today's prices of over $40 cad.
I am not entirely surprised by the initially weak reaction to a magnificent report. To use a Swedish analogy, AYA is now playing at the top of the HockeyAllsvenskan. It is not yet widely known that next season they aspire to a spot in the SM playoffs. They simply haven't yet been noticed to the extent they deserve. This will change and I almost feel sorry for anyone selling this stock. Not only are the estimates from a year ago doubled, but the ambitious exploration program to multiply the potential once again, perhaps several times over, is also clarified: «A 400,000-metre drilling program (2026 - 2027) is underway, with 90% focused on infilling the known trends and the remainder directed toward extending the known mineralization and exploration.” I don't know how long it will take, but I will have one more zero on the stock price before there is any talk of selling. https://ayagoldsilver.com/news/news-releases/aya-gold--silver-announces-updated-pea-for-boumadine-after-tax-npv-doubles-to-35b-with-93-irr
·9.9.Aya Gold & Silver presented an updated Preliminary Economic Assessment (PEA) for the Boumadine project in Morocco on September 9, 2026, which builds on expanded drilling activity and an updated mineral resource estimate. [1] (https://www.globenewswire.com/news-release/2026/09/09/3358494/0/en/aya-gold-silver-announces-updated-pea-for-boumadine-after-tax-npv-doubles-to-3-5b-with-93-irr.html) Key highlights from the latest updates Drilling Scope: A total of approximately 320,000 meters of drilling has been recorded (including approx. 190,000 meters of new holes since the previous resource estimate) up to February 28, 2026, and the program continues with several active rigs. Increased Resource Confidence: The new drilling data has increased the density in the geological models, which has converted parts of Inferred mineral resources to Indicated categories. Stronger Values: The updated PEA analysis shows that the after-tax Net Present Value (NPV 5%) for Boumadine has doubled to 3.5 billion USD (and up to 5.5 billion USD at spot prices) with an Internal Rate of Return (IRR) of a full 93%.
9.9.I do think that using NPV5% in calculations is somewhat low considering possible geopolitical risks, but still the numbers are pretty valid and the plans and financial seems solid. With all possible risks accounted the pricing at a moment seems fine. Now we have to follow and see how it goes as the value for owning can get a lot upside.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
30 päivää sitten
‧46 min
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17 t sittenAyas PEA was a powerful statement about the magnitude of the Boumadine district. Target price by New Year 48-52 cad
- ·1 päivä sittenLatest update about the company and Boumadine PEA: https://youtu.be/ctkHcVUSV8g?is=D3PYjA0LqFm6ny8r
- ·3 päivää sittenIt turned out better than I had hoped for despite high expectations. Congratulations to those of you who are still in, now we await what analysts think about price targets going forward and what that might yield.
- ·9.9.My base case for the new PEA for Boumadine, adjusted for 85% ownership and tax; (35% tax —> 30% after depreciation and amortization) Based on: $4000AuEq $1200 AISC, year 1-5. $1400 AISC, year 6-14.4. ($100 over PEA). 7% discount rate, from today, 2026, as production does not begin before 2029, indicates that the project has a minimum $3bn USD present value. This is not NAV, but an anchor. Based on the company's market cap, already production at Zgounder, history of exceeding PEA production profile and outlook to establish even more mines, without intention to dilute current owners, I conclude that the company is still ridiculously undervalued, even at today's prices of over $40 cad.I am not entirely surprised by the initially weak reaction to a magnificent report. To use a Swedish analogy, AYA is now playing at the top of the HockeyAllsvenskan. It is not yet widely known that next season they aspire to a spot in the SM playoffs. They simply haven't yet been noticed to the extent they deserve. This will change and I almost feel sorry for anyone selling this stock. Not only are the estimates from a year ago doubled, but the ambitious exploration program to multiply the potential once again, perhaps several times over, is also clarified: «A 400,000-metre drilling program (2026 - 2027) is underway, with 90% focused on infilling the known trends and the remainder directed toward extending the known mineralization and exploration.” I don't know how long it will take, but I will have one more zero on the stock price before there is any talk of selling. https://ayagoldsilver.com/news/news-releases/aya-gold--silver-announces-updated-pea-for-boumadine-after-tax-npv-doubles-to-35b-with-93-irr
- ·9.9.Aya Gold & Silver presented an updated Preliminary Economic Assessment (PEA) for the Boumadine project in Morocco on September 9, 2026, which builds on expanded drilling activity and an updated mineral resource estimate. [1] (https://www.globenewswire.com/news-release/2026/09/09/3358494/0/en/aya-gold-silver-announces-updated-pea-for-boumadine-after-tax-npv-doubles-to-3-5b-with-93-irr.html) Key highlights from the latest updates Drilling Scope: A total of approximately 320,000 meters of drilling has been recorded (including approx. 190,000 meters of new holes since the previous resource estimate) up to February 28, 2026, and the program continues with several active rigs. Increased Resource Confidence: The new drilling data has increased the density in the geological models, which has converted parts of Inferred mineral resources to Indicated categories. Stronger Values: The updated PEA analysis shows that the after-tax Net Present Value (NPV 5%) for Boumadine has doubled to 3.5 billion USD (and up to 5.5 billion USD at spot prices) with an Internal Rate of Return (IRR) of a full 93%.9.9.I do think that using NPV5% in calculations is somewhat low considering possible geopolitical risks, but still the numbers are pretty valid and the plans and financial seems solid. With all possible risks accounted the pricing at a moment seems fine. Now we have to follow and see how it goes as the value for owning can get a lot upside.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
AuAg Silver Bullet B
4,27%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 10.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.8. | ||
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
30 päivää sitten
‧46 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 10.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 14.8. | ||
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17 t sittenAyas PEA was a powerful statement about the magnitude of the Boumadine district. Target price by New Year 48-52 cad
- ·1 päivä sittenLatest update about the company and Boumadine PEA: https://youtu.be/ctkHcVUSV8g?is=D3PYjA0LqFm6ny8r
- ·3 päivää sittenIt turned out better than I had hoped for despite high expectations. Congratulations to those of you who are still in, now we await what analysts think about price targets going forward and what that might yield.
- ·9.9.My base case for the new PEA for Boumadine, adjusted for 85% ownership and tax; (35% tax —> 30% after depreciation and amortization) Based on: $4000AuEq $1200 AISC, year 1-5. $1400 AISC, year 6-14.4. ($100 over PEA). 7% discount rate, from today, 2026, as production does not begin before 2029, indicates that the project has a minimum $3bn USD present value. This is not NAV, but an anchor. Based on the company's market cap, already production at Zgounder, history of exceeding PEA production profile and outlook to establish even more mines, without intention to dilute current owners, I conclude that the company is still ridiculously undervalued, even at today's prices of over $40 cad.I am not entirely surprised by the initially weak reaction to a magnificent report. To use a Swedish analogy, AYA is now playing at the top of the HockeyAllsvenskan. It is not yet widely known that next season they aspire to a spot in the SM playoffs. They simply haven't yet been noticed to the extent they deserve. This will change and I almost feel sorry for anyone selling this stock. Not only are the estimates from a year ago doubled, but the ambitious exploration program to multiply the potential once again, perhaps several times over, is also clarified: «A 400,000-metre drilling program (2026 - 2027) is underway, with 90% focused on infilling the known trends and the remainder directed toward extending the known mineralization and exploration.” I don't know how long it will take, but I will have one more zero on the stock price before there is any talk of selling. https://ayagoldsilver.com/news/news-releases/aya-gold--silver-announces-updated-pea-for-boumadine-after-tax-npv-doubles-to-35b-with-93-irr
- ·9.9.Aya Gold & Silver presented an updated Preliminary Economic Assessment (PEA) for the Boumadine project in Morocco on September 9, 2026, which builds on expanded drilling activity and an updated mineral resource estimate. [1] (https://www.globenewswire.com/news-release/2026/09/09/3358494/0/en/aya-gold-silver-announces-updated-pea-for-boumadine-after-tax-npv-doubles-to-3-5b-with-93-irr.html) Key highlights from the latest updates Drilling Scope: A total of approximately 320,000 meters of drilling has been recorded (including approx. 190,000 meters of new holes since the previous resource estimate) up to February 28, 2026, and the program continues with several active rigs. Increased Resource Confidence: The new drilling data has increased the density in the geological models, which has converted parts of Inferred mineral resources to Indicated categories. Stronger Values: The updated PEA analysis shows that the after-tax Net Present Value (NPV 5%) for Boumadine has doubled to 3.5 billion USD (and up to 5.5 billion USD at spot prices) with an Internal Rate of Return (IRR) of a full 93%.9.9.I do think that using NPV5% in calculations is somewhat low considering possible geopolitical risks, but still the numbers are pretty valid and the plans and financial seems solid. With all possible risks accounted the pricing at a moment seems fine. Now we have to follow and see how it goes as the value for owning can get a lot upside.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
AuAg Silver Bullet B
4,27%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt