Great Panther (GPR.TO, GPL)

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Wed, Aug 17, 2011 - 10:16am johnboatcat
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Here

Can I offer you a drink? How about this expensive prostitute?
Wed, Aug 17, 2011 - 1:01pm Sterling
dakota15
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Great Panther

Is the bottom in?

Wed, Aug 17, 2011 - 1:11pm
ghost
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The article makes some good

The article makes some good points and I haven't seen a strong rebuttal to that yet. This stock is looking more and more like a dog, too many bad vibes around this one. I'd be interested only if it falls even lower, and it probably will unless someone clears things up. Be careful with this.

Wed, Aug 17, 2011 - 3:58pm
Sanchez
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Damn GPL getting beaten down.

Damn GPL getting beaten down. . .

Well, just keep adding and keep that patience.

Wed, Aug 17, 2011 - 4:23pm
mgb
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SP is not a concentrate delay issue

54% increase in cash cost per silver ounce, net of by-products, for the second quarter of 2011 to US$11.84 from US$7.70 for the second quarter of 2010. Cash costs are higher due to the impact of higher metal prices and lower ore grades while site unit costs per tonne of ore processed remain unchanged.

Wed, Aug 17, 2011 - 6:15pm
Irish-Mic
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Follow up: Seeking Alpha's Barely-Out-of-Diapers Ian Bezek

To follow up on the recent posts about baby-faced and diaper-rashed Ian Bezek's Swiss cheese hit job on GPL yesterday courtesy of Seeking Alpha...in a nutshell, he's getting schooled, which - to be fair - isn't hard considering it's middle school:

https://www.fool.com/investing/general/2011/08/17/exclusive-setting-the-record-straight-on-great-pan.aspx

For convenience, here's the article he wrote: https://seekingalpha.com/article/287591-great-panther-shares-likely-to-continue-limping-lower

And here's a comprehensive summary of Ian's extensive experience: https://www.linkedin.com/in/ianbezek

Seeking Alpha should be everyone's trusted source for heavily vetted fair and balanced reporting by seasoned experts.

Wed, Aug 17, 2011 - 6:47pm Irish-Mic
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You beat me to it

You beat me to it

Can I offer you a drink? How about this expensive prostitute?
Wed, Aug 17, 2011 - 11:24pm
FRBNY
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It looks like Seeking Alpha

It looks like Seeking Alpha pulled the article.

Thu, Aug 18, 2011 - 12:40am
ghost
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Interesting... very

Interesting... very interesting. I've never had a stake with GPR and have been watching this closely from the sidelines, but I may be tempted to take one at these prices if everything is really nothing to worry about.

Thu, Aug 18, 2011 - 12:41am FRBNY
TheGoodDoctor
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Now that is funny shit.

Now that is funny shit.

“Gold is the money of kings; silver is the money of gentlemen; barter is the money of peasants; but debt is the money of slaves.” Norm Franz
Fri, Aug 19, 2011 - 4:02pm
SushiSioux
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IKN was giving GPL grief but now seems to be ready for rethink

https://incakolanews.blogspot.com/2011/08/good-news-for-holders-of-great...

So now that 1) they're selling what they produce correctly and 2) they've decided to be honest about their true costs and 3) there's a plant expansion close to coming on line, this stock might just turn out to be a buy at these levels...after all these years too. So subscribers, we'll go into to numbers in this weekend's IKN Weekly, see what's what and make a measured decision. DYODD.
Sat, Aug 20, 2011 - 2:07pm SushiSioux
mgb
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GPR rethink

AG Eq Q2 2011 is 563,000 oz @ $11.84 cash costs per oz,worse than the worst years of 06 and 07.

AG Eq all of 2010 was 2.256 million oz..

GPR project 2.9 million oz Ag Eq 2011 @ $6.50-$7.50 per oz and $5 2012.

Clearly,this is not in line with Q2 production or costs.

San Ignacio has not been given a time frame for mining/milling/production.

Sat, Aug 20, 2011 - 5:44pm
Got Silver
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2nd Quarter Cash Costs

There have been comments on the significant increase in cash costs for the second quarter. I am not an accountant, but wouldn't it seem reasonable that due to their inability to sell the concentrates, their inventory increased by approximately $4 million for the quarter. I assume they recognized the expense of this production which did not result in sales. If they carry their inventory at the lower of cost or market, the cash costs have been recognized already and when the concentrates are eventually sold, the related cash cost have already been expensed.

Am I missing something here? Please let me know, because I bought on the pull back and plan to buy more.

Sat, Aug 20, 2011 - 6:00pm
mgb
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GPR state lower ore grades

54% increase in cash cost per silver ounce, net of by-products, for the second quarter of 2011 to US$11.84 from US$7.70 for the second quarter of 2010.

Cash costs are higher due to the impact of higher metal prices and lower ore grades while site unit costs per tonne of ore processed remain unchanged.

Thu, Aug 25, 2011 - 5:42pm
Got Silver
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In Defense of Great Panther

There are two good articles written by Christopher Barker of the Motley Fool dated 8/17/2011 and 8/18/2011. These are a most read for Panther investors.

I have made money in this stock and plan to make more.

Thu, Aug 25, 2011 - 9:01pm
bobby
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after speaking to investor rel rep

I discovered there was only one way in or out of the mine. We call this a road.

And they have labor problems with the teamsters.

Like we used to say in the Ninth Division, When you have them by the nuts, their hearts and minds are soon to follow.

I was in and out with a small net gain. Won't go back.

Of course, I could be wrong.

Fri, Aug 26, 2011 - 3:49pm bobby
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what is happening with GPR?

what is happening with GPR? very peculiar

Fri, Aug 26, 2011 - 7:53pm
ghost
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last 2 above me

want to elaborate?

Sat, Aug 27, 2011 - 9:50pm ghost
bobby
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ghost wrote: want to

ghost wrote:

want to elaborate?

dyodd

call the IR person, he'll tell you all about it

Mon, Aug 29, 2011 - 7:41pm bobby
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Teamsters and roads

As I will be calling the IR person tomorrow, I just wanted to make sure you are talking about Great Panther. The mine is in Mexico and the last time I checked, Teamsters and any other sort of organized labor did not have a big presence there. I have been to Mexico several times for work and pleasure and have not run into to many union employees. As far as a road that goes to the mine, yeah, that's how trucks get there to haul the silver concentrate to the refiner. Its a mine in the middle of Mexico, how many roads should go there?