2026 Q2 -tulosraportti
Vain PDF
48 päivää sitten
Tarjoustasot
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.5. | ||
2026 Q1 -tulosraportti 11.2. | ||
2025 Q4 -tulosraportti 25.11.2025 | ||
2025 Q3 -tulosraportti 12.8.2025 | ||
2025 Q2 -tulosraportti 14.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
2.6.$ORV.TO $ORVMF - ORVANA MINERALS Know what you own. Valuation angle: ORV trades at ~$1,700/AuEq oz. Cheapest peer: $5,700/oz. At peer average, it's a 5-bagger. Three producing/ramping assets across Spain, Bolivia, Argentina. Zero analyst coverage. US$183M mcap. The market hasn't shown up yet. Exploration angle: Orvana controls 95,000 hectares across 3 countries with 23+ exploration targets. Market assigns $0 to all of it. Conservative exploration value alone: $225–530M. Entire market cap: $183M. The stock is pricing in the mines and giving you the land for free. FCF inflection angle: ORV: ~29k AuEq oz in FY2025. Target: ~106k AuEq oz by FY2027. That's a 3.6× production increase from a $183M market cap — funded from existing assets, no equity raise required. FCF goes from negative to transformational in 18 months. Taguas porphyry angle: ORV confirmed a dacitic porphyry system at Taguas (Argentina) — 15km from ATEX's Valeriano, which trades at C$1.1B. Potassic core untested. Next drill campaign Oct 2026. The entire Taguas option costs you nothing — it's embedded in a $183M multi-mine producer already ramping cash flow. Ortosa-Godán angle: 6.05m @ 22.16 g/t Au and 11.25m @ 6.8 g/t Au at Ortosa-Godán (Spain) — not in the resource yet. Orovalle's brownfield exploration is funded from operating cash flow, not dilution. The market treats it as a cost. It's actually a pipeline. Bolivia contrarian angle: Bolivia civil unrest = headline risk. ORV Bolivia operations ring-fenced with separate debt. Spain asset alone (34–37k Au oz/yr, EU Tier-1 jurisdiction, 1.1M oz M+I+I) justifies near-current market cap. You're getting Don Mario + Taguas for free.- 13.5.🧵 https://x.com/GPs_capital_/status/2054241310568071533 1/5 At current spot prices, Orvana Minerals’ Don Mario is achieving the "Holy Grail" of mining: Negative AISC. This means by-products cover 100% of costs—and then some. Here is the math on why the gold is effectively free. 2/5 The Credits (Don Mario Guidance): • Copper: 7.1M lbs x $6.40 = $45.44M• Silver: 150k oz x $80 = $12.00M Total By-product Credits: $57.44M This is the cash flowing into the company before a single ounce of gold is even sold. 3/5 The Costs: Total Operating & Sustaining Costs for the mine: ~$27.7M. The Math: $27.7M (Costs) - $57.44M (Credits) = -$29.74M Net Cost. Yes, a negative net cost. The copper and silver pay for every salary, every liter of fuel, and every spare part. 4/5 The AISC Result: To get the All-In Sustaining Cost, we divide the net cost by the 13,500 oz of gold produced: -$29.74M / 13,500 oz = -$2,203 per oz. The mine pays for itself and hands Orvana "free" gold to sell at $4,700/oz. 5/5 The market is valuing Orvana like a struggling junior. In reality it's multi asset, cash flow producing monster trading around 1x FCF Read the full breakdown one of the biggest valuation disconnect in the sector here: https://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?r=2kvkp3&utm_campaign=post-expanded-share&utm_medium=post%20viewer
- 29.4.Quick Update: Spain Exploration Breakthrough (April 27, 2026) Massive Scale at Lidia: Intersected a staggering 302.7 meters of mineralization grading 0.40 g/t Au, confirming the presence of a large-scale gold system. High-Grade Pockets: Within the Lidia zone, the drill hit 10.9M at 1.03 g/t Au, proving that higher-grade cores exist within the system Expansion Potential: Area 208 remains open to the east meaning the company has yet to find the edges of the mineralization in that direction. The Big Picture: These results are a de-risking event for the Spanish operations, providing clear evidence that the mine life will be extended well beyond current estimates. https://www.juniorminingnetwork.com/junior-miner-news/press-releases/511-tsx/orv/202038-orvana-reports-q2-fy2026-exploration-results-in-spain.htmlhttps://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?utm_campaign=post-expanded-share&utm_medium=web
- 9.4.https://www.orvana.com/English/news/news-details/2026/ORVANA-REPORTS-INITIAL-RESULTS-FROM-DEEP-DRILLING-PROGRAM-AT-TAGUAS/default.aspxhttps://substack.com/@gpcapital/note/c-240591403?utm_source=notes-share-action Orvana Minerals: Taguas Deep Drilling Update Orvana just released initial results from their high-stakes deep drilling program in San Juan, Argentina. Here is why the "0.25 g/t Au" grade is actually an encouraging sign: * Porphyry Confirmation: The primary goal of TADD-278 was to prove that a porphyry system exists beneath the known oxide resource. The geologists have now confirmed a transition into a vertically zoned porphyry environment. * Massive Mineralized Halo: Intersecting 205 meters of continuous mineralization (0.25 g/t Au & 0.12% Cu) is significant. In porphyry hunting, this is the "halo" (the outer shell that leads to the high-grade core). * Positve Indicators: The report notes A- and B-type veins and molybdenum veinlets. In the copper-gold world, these are the "fingerprints" of a major system. They appear as you move from the edges toward the center. * The Pending "Meat": The reported assays only cover up to 920 meters. The drill is currently at 1,326 meters and heading for 2,000 meters. This deeper zone is where the geophysics (the low-resistivity anomaly) suggests the high-grade core should be located. * Strategic Context: This confirms Taguas is much more than just a small oxide project. It is a legitimate exploration play for a world-class copper-gold porphyry. Investor takeaway: The market might react to the "low" initial grades, but the technical data confirms the geologists are exactly where they want to be. The next batch of assays (920m+) will be the true "make or break" for the discovery.
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.
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.
2026 Q2 -tulosraportti
Vain PDF
48 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 2.6.$ORV.TO $ORVMF - ORVANA MINERALS Know what you own. Valuation angle: ORV trades at ~$1,700/AuEq oz. Cheapest peer: $5,700/oz. At peer average, it's a 5-bagger. Three producing/ramping assets across Spain, Bolivia, Argentina. Zero analyst coverage. US$183M mcap. The market hasn't shown up yet. Exploration angle: Orvana controls 95,000 hectares across 3 countries with 23+ exploration targets. Market assigns $0 to all of it. Conservative exploration value alone: $225–530M. Entire market cap: $183M. The stock is pricing in the mines and giving you the land for free. FCF inflection angle: ORV: ~29k AuEq oz in FY2025. Target: ~106k AuEq oz by FY2027. That's a 3.6× production increase from a $183M market cap — funded from existing assets, no equity raise required. FCF goes from negative to transformational in 18 months. Taguas porphyry angle: ORV confirmed a dacitic porphyry system at Taguas (Argentina) — 15km from ATEX's Valeriano, which trades at C$1.1B. Potassic core untested. Next drill campaign Oct 2026. The entire Taguas option costs you nothing — it's embedded in a $183M multi-mine producer already ramping cash flow. Ortosa-Godán angle: 6.05m @ 22.16 g/t Au and 11.25m @ 6.8 g/t Au at Ortosa-Godán (Spain) — not in the resource yet. Orovalle's brownfield exploration is funded from operating cash flow, not dilution. The market treats it as a cost. It's actually a pipeline. Bolivia contrarian angle: Bolivia civil unrest = headline risk. ORV Bolivia operations ring-fenced with separate debt. Spain asset alone (34–37k Au oz/yr, EU Tier-1 jurisdiction, 1.1M oz M+I+I) justifies near-current market cap. You're getting Don Mario + Taguas for free.
- 13.5.🧵 https://x.com/GPs_capital_/status/2054241310568071533 1/5 At current spot prices, Orvana Minerals’ Don Mario is achieving the "Holy Grail" of mining: Negative AISC. This means by-products cover 100% of costs—and then some. Here is the math on why the gold is effectively free. 2/5 The Credits (Don Mario Guidance): • Copper: 7.1M lbs x $6.40 = $45.44M• Silver: 150k oz x $80 = $12.00M Total By-product Credits: $57.44M This is the cash flowing into the company before a single ounce of gold is even sold. 3/5 The Costs: Total Operating & Sustaining Costs for the mine: ~$27.7M. The Math: $27.7M (Costs) - $57.44M (Credits) = -$29.74M Net Cost. Yes, a negative net cost. The copper and silver pay for every salary, every liter of fuel, and every spare part. 4/5 The AISC Result: To get the All-In Sustaining Cost, we divide the net cost by the 13,500 oz of gold produced: -$29.74M / 13,500 oz = -$2,203 per oz. The mine pays for itself and hands Orvana "free" gold to sell at $4,700/oz. 5/5 The market is valuing Orvana like a struggling junior. In reality it's multi asset, cash flow producing monster trading around 1x FCF Read the full breakdown one of the biggest valuation disconnect in the sector here: https://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?r=2kvkp3&utm_campaign=post-expanded-share&utm_medium=post%20viewer
- 29.4.Quick Update: Spain Exploration Breakthrough (April 27, 2026) Massive Scale at Lidia: Intersected a staggering 302.7 meters of mineralization grading 0.40 g/t Au, confirming the presence of a large-scale gold system. High-Grade Pockets: Within the Lidia zone, the drill hit 10.9M at 1.03 g/t Au, proving that higher-grade cores exist within the system Expansion Potential: Area 208 remains open to the east meaning the company has yet to find the edges of the mineralization in that direction. The Big Picture: These results are a de-risking event for the Spanish operations, providing clear evidence that the mine life will be extended well beyond current estimates. https://www.juniorminingnetwork.com/junior-miner-news/press-releases/511-tsx/orv/202038-orvana-reports-q2-fy2026-exploration-results-in-spain.htmlhttps://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?utm_campaign=post-expanded-share&utm_medium=web
- 9.4.https://www.orvana.com/English/news/news-details/2026/ORVANA-REPORTS-INITIAL-RESULTS-FROM-DEEP-DRILLING-PROGRAM-AT-TAGUAS/default.aspxhttps://substack.com/@gpcapital/note/c-240591403?utm_source=notes-share-action Orvana Minerals: Taguas Deep Drilling Update Orvana just released initial results from their high-stakes deep drilling program in San Juan, Argentina. Here is why the "0.25 g/t Au" grade is actually an encouraging sign: * Porphyry Confirmation: The primary goal of TADD-278 was to prove that a porphyry system exists beneath the known oxide resource. The geologists have now confirmed a transition into a vertically zoned porphyry environment. * Massive Mineralized Halo: Intersecting 205 meters of continuous mineralization (0.25 g/t Au & 0.12% Cu) is significant. In porphyry hunting, this is the "halo" (the outer shell that leads to the high-grade core). * Positve Indicators: The report notes A- and B-type veins and molybdenum veinlets. In the copper-gold world, these are the "fingerprints" of a major system. They appear as you move from the edges toward the center. * The Pending "Meat": The reported assays only cover up to 920 meters. The drill is currently at 1,326 meters and heading for 2,000 meters. This deeper zone is where the geophysics (the low-resistivity anomaly) suggests the high-grade core should be located. * Strategic Context: This confirms Taguas is much more than just a small oxide project. It is a legitimate exploration play for a world-class copper-gold porphyry. Investor takeaway: The market might react to the "low" initial grades, but the technical data confirms the geologists are exactly where they want to be. The next batch of assays (920m+) will be the true "make or break" for the discovery.
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.5. | ||
2026 Q1 -tulosraportti 11.2. | ||
2025 Q4 -tulosraportti 25.11.2025 | ||
2025 Q3 -tulosraportti 12.8.2025 | ||
2025 Q2 -tulosraportti 14.5.2025 |
2026 Q2 -tulosraportti
Vain PDF
48 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 | |
|---|---|
2026 Q3 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.5. | ||
2026 Q1 -tulosraportti 11.2. | ||
2025 Q4 -tulosraportti 25.11.2025 | ||
2025 Q3 -tulosraportti 12.8.2025 | ||
2025 Q2 -tulosraportti 14.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 2.6.$ORV.TO $ORVMF - ORVANA MINERALS Know what you own. Valuation angle: ORV trades at ~$1,700/AuEq oz. Cheapest peer: $5,700/oz. At peer average, it's a 5-bagger. Three producing/ramping assets across Spain, Bolivia, Argentina. Zero analyst coverage. US$183M mcap. The market hasn't shown up yet. Exploration angle: Orvana controls 95,000 hectares across 3 countries with 23+ exploration targets. Market assigns $0 to all of it. Conservative exploration value alone: $225–530M. Entire market cap: $183M. The stock is pricing in the mines and giving you the land for free. FCF inflection angle: ORV: ~29k AuEq oz in FY2025. Target: ~106k AuEq oz by FY2027. That's a 3.6× production increase from a $183M market cap — funded from existing assets, no equity raise required. FCF goes from negative to transformational in 18 months. Taguas porphyry angle: ORV confirmed a dacitic porphyry system at Taguas (Argentina) — 15km from ATEX's Valeriano, which trades at C$1.1B. Potassic core untested. Next drill campaign Oct 2026. The entire Taguas option costs you nothing — it's embedded in a $183M multi-mine producer already ramping cash flow. Ortosa-Godán angle: 6.05m @ 22.16 g/t Au and 11.25m @ 6.8 g/t Au at Ortosa-Godán (Spain) — not in the resource yet. Orovalle's brownfield exploration is funded from operating cash flow, not dilution. The market treats it as a cost. It's actually a pipeline. Bolivia contrarian angle: Bolivia civil unrest = headline risk. ORV Bolivia operations ring-fenced with separate debt. Spain asset alone (34–37k Au oz/yr, EU Tier-1 jurisdiction, 1.1M oz M+I+I) justifies near-current market cap. You're getting Don Mario + Taguas for free.
- 13.5.🧵 https://x.com/GPs_capital_/status/2054241310568071533 1/5 At current spot prices, Orvana Minerals’ Don Mario is achieving the "Holy Grail" of mining: Negative AISC. This means by-products cover 100% of costs—and then some. Here is the math on why the gold is effectively free. 2/5 The Credits (Don Mario Guidance): • Copper: 7.1M lbs x $6.40 = $45.44M• Silver: 150k oz x $80 = $12.00M Total By-product Credits: $57.44M This is the cash flowing into the company before a single ounce of gold is even sold. 3/5 The Costs: Total Operating & Sustaining Costs for the mine: ~$27.7M. The Math: $27.7M (Costs) - $57.44M (Credits) = -$29.74M Net Cost. Yes, a negative net cost. The copper and silver pay for every salary, every liter of fuel, and every spare part. 4/5 The AISC Result: To get the All-In Sustaining Cost, we divide the net cost by the 13,500 oz of gold produced: -$29.74M / 13,500 oz = -$2,203 per oz. The mine pays for itself and hands Orvana "free" gold to sell at $4,700/oz. 5/5 The market is valuing Orvana like a struggling junior. In reality it's multi asset, cash flow producing monster trading around 1x FCF Read the full breakdown one of the biggest valuation disconnect in the sector here: https://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?r=2kvkp3&utm_campaign=post-expanded-share&utm_medium=post%20viewer
- 29.4.Quick Update: Spain Exploration Breakthrough (April 27, 2026) Massive Scale at Lidia: Intersected a staggering 302.7 meters of mineralization grading 0.40 g/t Au, confirming the presence of a large-scale gold system. High-Grade Pockets: Within the Lidia zone, the drill hit 10.9M at 1.03 g/t Au, proving that higher-grade cores exist within the system Expansion Potential: Area 208 remains open to the east meaning the company has yet to find the edges of the mineralization in that direction. The Big Picture: These results are a de-risking event for the Spanish operations, providing clear evidence that the mine life will be extended well beyond current estimates. https://www.juniorminingnetwork.com/junior-miner-news/press-releases/511-tsx/orv/202038-orvana-reports-q2-fy2026-exploration-results-in-spain.htmlhttps://open.substack.com/pub/gpcapital/p/orvana-minerals-1xfcf-2026e-with?utm_campaign=post-expanded-share&utm_medium=web
- 9.4.https://www.orvana.com/English/news/news-details/2026/ORVANA-REPORTS-INITIAL-RESULTS-FROM-DEEP-DRILLING-PROGRAM-AT-TAGUAS/default.aspxhttps://substack.com/@gpcapital/note/c-240591403?utm_source=notes-share-action Orvana Minerals: Taguas Deep Drilling Update Orvana just released initial results from their high-stakes deep drilling program in San Juan, Argentina. Here is why the "0.25 g/t Au" grade is actually an encouraging sign: * Porphyry Confirmation: The primary goal of TADD-278 was to prove that a porphyry system exists beneath the known oxide resource. The geologists have now confirmed a transition into a vertically zoned porphyry environment. * Massive Mineralized Halo: Intersecting 205 meters of continuous mineralization (0.25 g/t Au & 0.12% Cu) is significant. In porphyry hunting, this is the "halo" (the outer shell that leads to the high-grade core). * Positve Indicators: The report notes A- and B-type veins and molybdenum veinlets. In the copper-gold world, these are the "fingerprints" of a major system. They appear as you move from the edges toward the center. * The Pending "Meat": The reported assays only cover up to 920 meters. The drill is currently at 1,326 meters and heading for 2,000 meters. This deeper zone is where the geophysics (the low-resistivity anomaly) suggests the high-grade core should be located. * Strategic Context: This confirms Taguas is much more than just a small oxide project. It is a legitimate exploration play for a world-class copper-gold porphyry. Investor takeaway: The market might react to the "low" initial grades, but the technical data confirms the geologists are exactly where they want to be. The next batch of assays (920m+) will be the true "make or break" for the discovery.
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt