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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: More Numbers to Work With 
Tara is a low cost producer @ est'd $80 cost/ton,
and on a very short list of Jr miners in Mexico. Lowest
cost is a very important competitive advantage especially
during metals price...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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27-Jan-10 02:01 pm |
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| 2. |
Re: More Numbers to Work With
Your logic is correct to quantify the potential upside.
The rubs: 1) what is the ramp plan to 480 ton capacity?
2) what is the impact on sales, cash flow and earnings
due to unforeseen...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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27-Jan-10 08:15 am |
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| 3. |
Re: EPS/PPS Guesstimate Spreadsheet (Google Doc)
Agree. tag u r now it. what are the expected numbe
rs?
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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23-Jan-10 05:33 pm |
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| 4. |
Re: EPS/PPS Guesstimate Spreadsheet (Google Doc)
Take a step back and blow holes in your own model assumptions
& test the results. If your assumptions later prove
correct, the market rewards you with a thing...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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22-Jan-10 06:51 am |
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| 5. |
Re: EPS/PPS Guesstimate Spreadsheet (Google Doc)
Expect 0 booked rev in Jan due to lack of visibility
on ship rate + how they book revenue Ramp typically
doesn't go from 240 to 480 + I'm not expecting
480 full month until July EPS based on fully...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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21-Jan-10 10:28 pm |
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| 6. |
Re: Shipping commences
Yes. See 1/14 2010 Outlook Update post for assumptions
and expectations to support this conservative tar
get.
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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20-Jan-10 07:10 pm |
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| 7. |
Re: Shipping commences
Thanks mud for the reminder on this & where to look
for confirmation of expectations + CL too, to help
me connect the dots. Before: 9% zinc/3% lead/309 g/t
silver Possible After 15% zinc (67% potential ups
ide...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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20-Jan-10 12:40 pm |
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| 8. |
Re: Shipping commences
CL: is it > 50/50 avg ore grades will be > mgt's
guidance for 309 g/t silver, 9% zinc and 3% lead?
If so, another upside surprise and basis for possible
increase in my $3.75 12-month price target for this
year.
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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20-Jan-10 08:28 am |
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| 9. |
Re: Shipping commences
This PR is extremely significant and confirms: 1) Finally
started shipping concentrate 2) 'Currently operating
at 240 tons/day', which is way ahead of sched
ule...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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19-Jan-10 06:18 pm |
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| 10. |
Re: It&&39;s been a wonderful
Agree & a brilliant way to partially hedge your long
TARM or TRGD position so you never have to sell &
also adds to the squeeze.
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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17-Jan-10 11:05 am |
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| 11. |
Re: 2010 Outlook UPDATE
Increasing upside 2010 target from $3 to $3.75. At
today's $1.97, TARM is valued at only 5.8X forecasted
12-month earnings of 34 cents @ avg. 240 T/day vs.
prior forecast of...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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14-Jan-10 06:37 am |
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| 12. |
Re: 2010 Outlook
Didn't expect to review model assumptions for $3
price target so quickly. For example, I assumed 93
cent zinc avg. Today $1.13 close or + 21.5% in 3 weeks!
Highly probable I will be...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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13-Jan-10 06:01 pm |
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| 13. |
Re: Spread is staying pretty tight
this new info proves correct, I need to update my model
and 2010 $3 price target
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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13-Jan-10 12:47 pm |
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| 14. |
Re: mud, the math
Completed extensive fair market value analysis of TRGD
assets beyond 80% TARM stake: TARM $2 = TRGD 85 cents
$2.20 = 95 $2.40 = $1.03 $2.60 = $1.11 $2.80 = $1.19
$3.00 TARM 12-month price target = $1.27 At some.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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13-Jan-10 12:41 pm |
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| 15. |
Re: ratio of 3 to 1
goes away some day when TRGD becomes part of TARM
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Gold Resources Corp. (TRGD.PK)
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i_heard_that_br... |
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10-Jan-10 10:44 am |
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| 16. |
Re: iheard / chart
TARM is fully reporting; has a clean balance sheet;
positioned to create sustainable value over time via
production and monetization of assets; easy to understand
business model...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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6-Jan-10 10:52 pm |
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| 17. |
Re: 2010 Outlook
Agree. More tonnage is 1 upside. Some risks are how
they handle ramp w/ minimal down time and how fast
they ramp to capacity
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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2-Jan-10 08:09 pm |
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| 18. |
Re: 2010 Outlook
$89/ton is a best guess conservative estimate for all
in cost. Hardest part to forecast is peso/US$ exchange
rate impact on cost & the operational leverage benefits
w/ increased production...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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2-Jan-10 05:17 pm |
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| 19. |
Re: 2010 Outlook
Assuming silver, lead & zinc metals pricing avg 20%
< current + avg production @ 240 T/day for 2010,
TARM has potential to earn $.27 EPS fully diluted.
Conservative 12-month price...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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2-Jan-10 01:50 am |
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| 20. |
Re: 2010 Outlook
This is a great comp. Thanks to you and your LT mining
investor for pointing me in the right direction. Helps
establish an estimated 2010 fair market valuation
on TARM...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Tara Minerals Corp. (TARM.OB)
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i_heard_that_br... |
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27-Dec-09 10:09 am |
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