澳洲EVN.ERM 金股 ！金股？

在澳大利亚证券外汇



近期美元的走强使得黄金市场大幅承压,金价持续走低,本周跌破了1230美元/盎司的水平。

这对黄金生产商而言并不是好消息,但澳大利亚的黄金生产商则面临不一样的情况。

受到澳元贬值的影响,澳元计金价目前在1700澳元/盎司左右,是金融危机以来的最高水平。澳洲的生产商们用澳元支付成本,因此其处在相对较好的状态下。

澳洲联储在本月将利率下调至新低的1.75%,这使得澳元兑美元大幅走低,周二触及三个月最低水平。

Saracen Mineral Holdings总经理Raleigh Finlayson表示,1700澳元/盎司的金价是近10年中非常好的水平。

Saracen预计将在今年将其黄金产量翻番至30万盎司,其成本在1075澳元/盎司左右。

此外,Finlayson表示,澳大利亚黄金生产商还有劳动力成本和能源成本下降的优势。

Mincor Resources首席执行官Peter Muccilli指出,澳元计金价对澳洲的黄金生产商利好,在这样的情况下,对更长时间内的澳元计金价持看多的态度。

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High Grade Gold intersected at Edna Beryl West
Major drill program to commence immediately
 Outstanding shallow drill results from the first drill campaign include:
 5m at 27g/t gold, including;
o 2m at 51g/t gold from 103m
 13m at 8.7g/t gold, including;
o 7m at 15g/t gold from 133m
 New interpretation suggests that the Edna Beryl West mineralisation may extend to the
extremely high grade Edna Beryl mine, representing a much larger, shallow high grade
gold deposit.
 This new interpretation also highlights potential for repeated deeper hematite associated
ironstone gold mineralisation beneath the Edna Beryl mine, as evidenced from historic
drill holes:
 GRED27 of 6.6m at 4g/t gold including 1m at 19g/t and 1m at 5.4g/t gold
 The Edna Beryl East mine is the subject of the “small mines tribute agreement” where
development is currently underway and recent underground drilling (ASX: 16 March
2016) produced bonanza grades of:
 1.8m at 140g/t gold (drill hole A)
 1.8m at 309g/t gold (drill hole B)
 1.8m at 93.4g/t gold (drill hole C)
 First production from the Edna Beryl mine is anticipated later this year.
 The next 3,500m drill campaign in the Edna Beryl district will commence shortly and is
fully funded through the earn-in and JV with Evolution Mining.
 Planning and permitting is underway to bring forward development of additional small
mines, plus potential development of the high grade Chariot Gold Mine.
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Emmerson Resources Limited (“Emmerson”, ASX:ERM) and partner, Evolution Mining Limited
(“Evolution”, EVN) are pleased to announce highly encouraging assay results from the recent drill
program at Edna Beryl West, within Emmerson’s 100% owned project at Tennant Creek in the
Northern Territory (figure 1).
The significance of these results are not only reflected in extensions to previous shallow high grade
mineralisation, but more importantly provide the basis of a much expanded resource within the Edna
Beryl district. This new interpretation suggests multiple, sub parallel “panels or ore shoots” that are
structurally controlled both up and down plunge and also strike. The four “ore shoots” identified to date
connect the high grade gold mineralisation at Edna Beryl with the recent and historic drill holes at
Edna Beryl West (figure 2). Of significance is the paucity of drilling at depth, which by historic
standards is still shallow and within 200m of the surface.
The next round of drilling will consist of 3,500m starting later this month and focussed on testing this
new interpretation of high grade gold within multiple ore shoots, and where historic drilling is almost
non-existent (figure 3).
In parallel, development of the first of the “small mines” at Edna Beryl continues to make progress and
will provide further opportunities for underground drilling around the immediate Edna Beryl mine
(figure 2). Note the Edna Beryl mine is the subject of a tribute agreement (ASX: 11 August 2015)
which constrains the mining to a 3D envelope centred on the Edna Beryl mine. This standalone
Tribute Agreement provides Emmerson with a number of advantages:
 A risk-free, near term income stream from non-core assets via a royalty agreement (until EVN
completes its earn-in, ERM receives 100% of its share flowing from this agreement)
 Future access to refurbished underground workings for near mine exploration,
 The opportunity to monetise a pipeline of other non-core assets within Emmerson’s extensive
tenement holdings,
The refurbishment of the production shaft to 54m and the ventilation shaft to 26m at Edna Beryl East
and establishment of camp, office and associated facilities is now complete. This refurbishment has
included re-establishment of an east-west drive that was developed in April 2004 by Edna Beryl
Mining Company (formally Craig’s Mining Services).The drive successfully intersected the upper gold
pod (in 2004) and provided a 209 tonne, bulk sample for the previous owner, Giants Reef Mining
Limited. The bulk sample was treated through the Warrego CIP mill and returned an exceptional
head grade of 58.4 grams per tonne gold. Development of Edna Beryl was halted in 2005 as the
contractor was redirected onto other projects.
It is now believed that the bulk sample collected in 2004 represented mineralisation within the
alteration envelope at the very top of the gold pod. Recent bonanza gold mineralisation in
development drilling (ASX: 16 March 2016) indicates that these drill holes are the first samples of the
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main supergene zone within the hematite ironstone. When commissioned, Edna Beryl will to the
company’s knowledge become the highest grade gold mine in Australia.

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mmerson holds 2,500km2 of ground in the TCMF, owns the only gold mill in the region and holds a
substantial geological database plus extensive infrastructure and equipment. Emmerson has consolidated
95% of the highly prospective TCMF where only 8% of the historical drilling has penetrated below 150m.
Emmerson is led by a board and management group of experienced Australian mining executives including
former MIM and WMC mining executive Andrew McIlwain as non-executive chairman, and former senior
BHP Billiton and WMC executive Rob Bills as Managing Director and CEO.
Pursuant to the Farm-in agreement entered into with Evolution Mining Limited (Evolution) on 11 June 2014,
Evolution is continuing to sole fund exploration expenditure of $15 million over three years to earn a 65%
interest (Stage 1 Farm-in) in Emmerson’s tenement holdings in the TCMF. An option to spend a further $10
million minimum, sole funded by Evolution over two years following the Stage 1 Farm-in, would enable
Evolution to earn an additional 10% (Stage 2 Farm-in) of the tenement holdings. Evolution must spend a
minimum of $7.5 million on exploration, before it can terminate the farm-in. Emmerson is acting as manager
during the Stage 1 Farm-in and is receiving a management fee during this period. Exploration expenditure
attributable to the Stage 1 Farm-in to date is approximately $8 million.
About Evolution Mining
Evolution Mining is a leading, growth-focussed Australian gold miner. Evolution operates seven wholly
owned mines – Cowal in New South Wales, Cracow, Mt Carlton, Mt Rawdon and Pajingo in Queensland,
and Edna May and Mungari in Western Australia.
Group production for FY15 from Evolution’s five existing operating assets (prior to completion of the Cowal
and Mungari acquisitions) totalled 437,570 ounces gold equivalent at an All-In Sustaining Cost of A$1,036
per ounce. Evolution has guided FY16 attributable gold production from all seven operating assets of
770,000 – 820,000 ounces at an AISC of A$970 – A$1,020 per ounce.

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我咋觉得evn要回调了呢 ，evn绝对是好东西，有机会补进。

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EVN帮ERM钻探，我相信EVN的专业，所以是不是可以赌赌ERM呢？

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有人一样关注ERM吗？我把EVN挣的钱换70万股的ERM。准备加到100万股。希望能有好运

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GRED27 of 6.6m at 4g/t gold including 1m at 19g/t and 1m at 5.4g/t gold
 The Edna Beryl East mine is the subject of the “small mines tribute agreement” where
development is currently underway and recent underground drilling (ASX: 16 March
2016) produced bonanza grades of:
 1.8m at 140g/t gold (drill hole A)
 1.8m at 309g/t gold (drill hole B)
 1.8m at 93.4g/t gold (drill hole C)

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我是真的英语差，也不懂澳洲股票，更不懂金矿，英语evn是我买的澳洲第一个股票。因为evn才关注erm。谢谢指教。
还有什么好的可以推荐一下吗？谢谢

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觉得选ERM谈不上对错，就是金矿的不同阶段，基本分为3类，

1）打洞型 ，exploration ，可能的回报率最高，但风险最大

2)  开发型，development，回报率高，风险大

3)  生产性， production，回报率相对低，风险小。

每个人都有侧重点，erm属于1），slr, try等属于2），ncm属于3），看个人爱好；本人比较喜欢2）。

erm那块地，过去几十年里，曾经产过几百万oz的黄金，或者说好挖的都被挖走了，目前是不是还能搞出很多，不清楚，这就是风险，但一旦发现了大量黄金，就是回报，基本就是赌。

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非常感谢！

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The securities of Emmerson Resources Limited (the “Company”) will be placed in Trading Halt Session State
at the request of the Company, pending the release of an announcement by the Company. Unless ASX
decides otherwise, the securities will remain in Trading Halt Session State until the earlier of the
commencement of normal trading on Wednesday, 6 July 2016 or when the announcement is released to the
market

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ERM 停牌公告，第一次买澳洲股票，不知道是什么情况

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我也买了些，有点想减仓了

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什么原因？

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我是买的另一只，不是ERM，呵呵

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EVN  1.6买的

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EVN从1.8开始买，最低1.5，均价1.7。在2.1出来一半，用EVN挣的钱买入ERM.2.38又加仓EVN。持仓到现在.

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感觉差不多可以出了，有个大回调应该

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牛啊，可以预测下EVN大概多久可以出来了？

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谢谢！我看好黄金，看空澳币，这二大因素利好黄金股。坚持到明年初。个股看好evn，ERM没有把握，就是赌。

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请问大侠们， 您们看澳洲股票是看哪个网站，能否给个链接，我是刚入市新手

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https://.co/bbs/forum.php?mod=viewthread&tid=306344&mobile=yes

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参考上面的连接。
我也是刚刚三月底开户，用commsec。EVN是我第一个股票，ERM第二。

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EVN,AZY,GRY 该怎么分类呢？

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gry，evn属于2）

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非常感谢。很有用

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EVN是金股，ERM是金股吗？
期待ERM今年开始启动采矿，成为名副其实的金矿
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