Sandstorm Gold

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Sandstorm Gold

Postby JIMBOWEN » Mon Dec 17, 2012 11:00 pm » Firefox 15.0.1 Firefox 15.0.1  Windows Seven 64 bits Windows Seven 64 bits  Screen Resolution: 1366 x 768 1366 x 768

Here is a link to an article on Sandstorm

http://commodityshares.net/?p=172

Is anyone invested? They are a gold streamer and have a great business model imo. The CEO is a founder of Silver Wheaton and only 34 - crazy!
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Re: Sandstorm Gold

Postby Pixel8r » Mon Dec 17, 2012 11:51 pm » Safari 6.0.2 Safari 6.0.2  Mac OS X Mac OS X  Screen Resolution: 1680 x 1050 1680 x 1050

Just took me to an article about SLW. :?

Silver Wheaton – lower risk silver exposure
"Money is Gold, and nothing else"
(As John Pierpont Morgan once stated under oath before the USCongress and the Pujo Commission in 1912)
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Re: Sandstorm Gold

Postby JIMBOWEN » Tue Dec 18, 2012 11:37 am » Google Chrome chromefr Google Chrome chromefr  Windows XP Windows XP  Screen Resolution: 1280 x 1024 1280 x 1024

Apologies Pixel - here is the correct link!

http://commodityshares.net/?p=160

Jim
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Re: Sandstorm Gold

Postby Pixel8r » Tue Dec 18, 2012 1:29 pm » Safari 6.0.2 Safari 6.0.2  Mac OS X Mac OS X  Screen Resolution: 1920 x 1200 1920 x 1200

Looks very interesting, thanks for pointing it out. :thumbup:
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Re: Sandstorm Gold

Postby JIMBOWEN » Tue Dec 18, 2012 1:50 pm » Google Chrome chromefr Google Chrome chromefr  Windows XP Windows XP  Screen Resolution: 1280 x 1024 1280 x 1024

No problem. This is an early stage Silver Wheaton, except they are mainly focusing on gold streams. It's also interesting because they are concentrating on streaming deals that would be too small for the likes of Franco-Nevada and Royal Gold, which are 5-8 times the size of Sandstorm. Plenty of room to grow imo and nice to have a lower risk stock in the portfolio to offset the smaller more racy ones!
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Re: Sandstorm Gold

Postby JIMBOWEN » Wed Feb 06, 2013 11:34 am » Google Chrome 24.0.131 Google Chrome 24.0.131  Windows Seven 64 bits Windows Seven 64 bits  Screen Resolution: 1366 x 768 1366 x 768

Link to streaming presentation by Nolan Watson:

http://commodityshares.net/streaming-pr ... torm-gold/
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Re: Sandstorm Gold

Postby Pixel8r » Wed Feb 06, 2013 12:22 pm » Safari 6.0.2 Safari 6.0.2  Mac OS X Mac OS X  Screen Resolution: 1920 x 1200 1920 x 1200

JIMBOWEN wrote:Link to streaming presentation by Nolan Watson:

http://commodityshares.net/streaming-pr ... torm-gold/

Video from above;

Watch on youtube.com
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Re: Sandstorm Gold

Postby Pixel8r » Sat Feb 09, 2013 3:50 pm » Safari 6.0.2 Safari 6.0.2  Mac OS X Mac OS X  Screen Resolution: 1680 x 1050 1680 x 1050

Write up on Financial Sense which talk about Silver Wheaton and Sandstorm Gold;

Bullish On Gold And Silver? 2 Companies With Unique Business Models To Consider

The Business of Streaming

While conducting thorough research for numerous prior articles on precious metal companies (which I am reiterating as solid long-term buys given the recent sell-off), I became familiar with a unique and solvent business model in the gold and silver space known as "streaming." I encourage investors in traditional precious metal mining stocks to consider streaming companies as an alternative, as I believe the approach these companies take offer a stronger opportunity for revenue growth with lower long-term overhead and will perform well in 2013. A streaming company generates its profits by providing up front financing for mining companies looking to expand and drill for precious metals. In exchange for the up-front financing of these companies, the streaming company acquires the right to purchase a portion of production generated from the mines at a fixed cost. I would like to highlight two companies involved in silver and gold streaming (there are more in the space) that I believe will outperform the gold and silver metals and mining sector in 2013. These companies are Silver Wheaton (SLW) and Sandstorm Gold (SAND)...
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Re: Sandstorm Gold

Postby Pixel8r » Tue Apr 09, 2013 11:18 pm » Safari 6.0.3 Safari 6.0.3  Mac OS X Mac OS X  Screen Resolution: 1680 x 1050 1680 x 1050

Nolan Watson: “I Expect The Streaming Industry To Exceed $100B Over Time”

April 8, 2013 | By Tekoa Da Silva

I had the chance to speak with one of the youngest CEOs in mining, Nolan Watson, President, CEO, and Director of Sandstorm Gold. Nolan was one of the first employees of streaming giant Silver Wheaton, and has since founded Sandstorm Gold, which manages a rapidly growing portfolio of streaming agreements similar to those structured by Silver Wheaton.

It was a fascinating interview, as Nolan shared insight into the growing industry of streaming deals (which also has its critics), as well as the current challenges facing resource project finance.

According to Sandstorm, a streaming deal is defined as, ”financing for [a] gold mining company looking for capital, and in return…[the company offers] the right to purchase a percentage of the ‘life of mine’ gold produced at a fixed price.” (Editors note: This is similar to production hedging, although with a different financial structure.)

Commenting on the strength of the streaming industry, Nolan said, “We’re bullish on the space, [and] we think that streaming is going to become a ‘go-to’ way of financing commodity companies going forward. It’s a space where investors have shown that they are willing to allocate more capital at better valuations…[and] in many instances [it's] becoming a cheap form of capital [for mining companies] because streaming companies themselves can get a cheaper form of capital in the form of lower equity costs…So it really is becoming a self-fulfilling prophecy, where streaming is becoming in vogue.”...


"Money is Gold, and nothing else"
(As John Pierpont Morgan once stated under oath before the USCongress and the Pujo Commission in 1912)
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Re: Sandstorm Gold

Postby JIMBOWEN » Sun Apr 28, 2013 7:24 pm » Safari Mobile 5.1 Safari Mobile 5.1  iPad iPad  Screen Resolution: 768 x 1024 768 x 1024

Presentation from the European gold show:

Watch on youtube.com
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Re: Sandstorm Gold

Postby JIMBOWEN » Sat Jun 21, 2014 1:11 pm » Safari Mobile 7.0 Safari Mobile 7.0  iPad iPad  Screen Resolution: 768 x 1024 768 x 1024

Another good article highlighting their strong business model and cash generation...

http://seekingalpha.com/article/2262123 ... outperform

The TSX share price has has jumped from around $5.50 to $7.50 in the last two weeks.

Sandstorm remaining my largest holding by far.
Last edited by Pixel8r on Sat Jun 21, 2014 3:03 pm, edited 1 time in total.
Reason: Corrected Jim's link, hopefully with the right one.
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Re: Sandstorm Gold

Postby Pixel8r » Mon Aug 11, 2014 3:01 pm » Safari 7.0.5 Safari 7.0.5  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

Bought some Sandstorm Today

Watch on youtube.com
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Re: Sandstorm Gold

Postby Pixel8r » Tue Aug 12, 2014 8:56 pm » Safari 7.0.5 Safari 7.0.5  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

Sandstorm Gold Ltd.: Is This Stock the Next Silver Wheaton Corp.?

Investors are like fishermen; they all have a story of the one that got away.

Take streaming metals giant Silver Wheaton Corp. (TSX: SLW)(NYSE: SLW), for example. If you had purchased $1,000 of the company’s shares back in 2004, your investment would be worth $15,800 today.

An investment in rival Royal Gold, Inc. (TSX: RGL)(NASDAQ: RGLD) would have done even better. If you had bought $1,000 shares of that royalty company back in 1992, your profits would total nearly $2.5 million and you would be collecting over $7,000 in annual dividend income today.

Of course, because of sheer size, these companies are unlikely to repeat that performance again. That’s why investors looking for similar gains need to search for the next Silver Wheaton or the next Royal Gold. This company may have what it takes….


...If you don’t buy this stock now, you’ll hate yourself later

The bottom line is that Sandstorm is sill a relatively undiscovered company. The company has received little coverage by the mainstream media and the stock still trades at a discount to its peers on several financial metrics.

However, in recent months a number of Wall Street brokerage houses initiated coverage on the company, with more likely to follow in the months ahead. Several hedge funds have also started accumulating positions in the stock. I don’t expect Sandstorm Gold to remain an undiscovered gem for long.
"Money is Gold, and nothing else"
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Re: Sandstorm Gold

Postby Pixel8r » Thu Dec 11, 2014 2:43 pm » Safari 8.0.1 Safari 8.0.1  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

"Money is Gold, and nothing else"
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Re: Sandstorm Gold

Postby Pixel8r » Thu Aug 04, 2016 11:53 am » Safari 9.1.1 Safari 9.1.1  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

Sandstorm Gold Announces 2016 Second Quarter Results

— SECOND QUARTER HIGHLIGHTS

  • Attributable gold equivalent ounces sold1 of 12,517 ounces (Q2 2015 – 12,901 ounces);
  • Revenue of $15.7 million (Q2 2015 - $15.4 million);
  • Average cash cost per attributable gold equivalent ounce of $261 resulting in cash operating margins1 of $994 per ounce (Q2 2015 - $304 per ounce and $892 per ounce respectively);
  • Operating cash flow of $8.9 million (Q2 2015 – $9.5 million);
  • Net income of $5.2 million (Q2 2015 – $13.4 million loss);
  • The Company amended its revolving credit facility, extending the term to four years (maturing in July 2020). The revolving credit facility allows the Company to borrow up to $110 million for acquisition purposes, from a syndicate of banks including The Bank of Nova Scotia, Bank of Montreal, National Bank of Canada and Canadian Imperial Bank of Commerce; and
  • Subsequent to quarter end, Sandstorm completed an equity financing for aggregate gross proceeds of $57.5 million. Upon closing of the financing, the majority of the net proceeds were used to reduce the balance of the Company's revolving credit facility. As a result, the Company currently has no bank debt and the entire $110 million revolving credit facility remains available for acquisition purposes.
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Re: Sandstorm Gold

Postby JIMBOWEN » Fri Feb 10, 2017 10:36 pm » Safari Mobile 8.0 Safari Mobile 8.0  iPad iPad  Screen Resolution: 768 x 1024 768 x 1024

Very positive news out of Luna Gold who are merging with JDL. sandstorm have a NSR on Luna Aurizona mine that should be back in production in late 2018
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Re: Sandstorm Gold

Postby Pixel8r » Fri Jul 07, 2017 8:30 am » Safari 10.1 Safari 10.1  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

Watch on youtube.com
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Re: Sandstorm Gold

Postby Pixel8r » Thu Dec 21, 2017 12:26 pm » Safari 11.0.1 Safari 11.0.1  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

Interesting read about how Sandstorm has bought a royalty (2% NSR) in Endeavours Hounde mine. I think Sandstorm is a bargain here, this purchase just enhances further.

Sandstorm Gold: Christmas Comes Early
"Money is Gold, and nothing else"
(As John Pierpont Morgan once stated under oath before the USCongress and the Pujo Commission in 1912)
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Re: Sandstorm Gold

Postby Pixel8r » Fri Mar 02, 2018 10:01 am » Safari 11.0.3 Safari 11.0.3  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

Watch on youtube.com
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Re: Sandstorm Gold

Postby Pixel8r » Sat Dec 01, 2018 11:01 am » Safari Mobile 12.0 Safari Mobile 12.0  iPhone iPhone  Screen Resolution: 375 x 667 375 x 667

Watch on youtube.com
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