Post Reply
661-680 of 12511
Look like price manipulation. Prices of paper gold/silver pressed down for roll over. Prices of physical gold/silver are still firm. Watch gold/silver ratio. It s average is abt 50.
Klein_Yeoman ( Date: 30-Jan-2026 06:02) Posted:
|
Usual profit taking. Will come again with new highs!
Noobplayer ( Date: 29-Jan-2026 23:38) Posted:
|
Wow....gold price big drop...so tmr cnmc price is up or down with the positive profit guidance?
Massive sell off, JPM knows , salute !
muifan ( Date: 29-Jan-2026 16:50) Posted:
|
Key word: SIGNIFICANT OVERALL IMPROVEMENT! 非 常 清 楚 了 ！
oldflyingfox ( Date: 29-Jan-2026 20:33) Posted:
|
tmr clear $2 liao
Just relased after closing.... I gues another jump tomorrow. :)
The Board of Directors (the &ldquo Board&rdquo ) of CNMC Goldmine Holdings Limited (the &ldquo Company&rdquo ,
and together with its subsidiaries, the &ldquo Group&rdquo ) wishes to announce that the Group is
expecting a significant overall improvement in its net profit for FY2025, as compared to the
net profit recorded for the corresponding period ended 31 December 2024 (&ldquo FY2024&rdquo ).
The unaudited profit for FY2025 shows a significant improvement compared to FY2024,
attributable to higher average realised prices for gold and silver, coupled with higher
production output at both the CIL and flotation processing plants.
Shareholders&rsquo attention is also drawn to the Company&rsquo s significant improvement in its profit
reflected in its unaudited financial statements for the half year ended 30 June 2025.
The foregoing profit-guidance is based on a preliminary review of the Group&rsquo s unaudited
consolidated financial results for FY2025. Details will be disclosed when the Company
releases the Group&rsquo s unaudited consolidated financial results for FY2025 on or before 1 March
2026.
The Board of Directors (the &ldquo Board&rdquo ) of CNMC Goldmine Holdings Limited (the &ldquo Company&rdquo ,
and together with its subsidiaries, the &ldquo Group&rdquo ) wishes to announce that the Group is
expecting a significant overall improvement in its net profit for FY2025, as compared to the
net profit recorded for the corresponding period ended 31 December 2024 (&ldquo FY2024&rdquo ).
The unaudited profit for FY2025 shows a significant improvement compared to FY2024,
attributable to higher average realised prices for gold and silver, coupled with higher
production output at both the CIL and flotation processing plants.
Shareholders&rsquo attention is also drawn to the Company&rsquo s significant improvement in its profit
reflected in its unaudited financial statements for the half year ended 30 June 2025.
The foregoing profit-guidance is based on a preliminary review of the Group&rsquo s unaudited
consolidated financial results for FY2025. Details will be disclosed when the Company
releases the Group&rsquo s unaudited consolidated financial results for FY2025 on or before 1 March
2026.
$1.78 may come earlier than expected
prophetjul ( Date: 23-Jan-2026 08:52) Posted:
|
The Malaysian tax appeal is the single biggest "known unknown" for CNMC Goldmine right now. Here is the latest timeline and the financial breakdown of how the company plans to weather this storm.
1. The Court Timeline
As of late January 2026, CNMC has officially instructed its tax solicitors to challenge the RM29.6 million (S$9.4 million) assessment.
Status of Appeal: The appeal was filed in late December 2025.
Next Milestone: The market is currently waiting for the Special Commissioners of Income Tax (SCIT) to set a first hearing date. In Malaysia, this typically takes 3?6 months from the filing date.
The "Stay" Order: CNMC is expected to apply for a judicial review or a "stay of proceedings" by February 2026. This is crucial because, without it, Malaysia's "pay first, talk later" policy would force them to hand over the cash immediately while they argue the case.
2. Can Gold Prices "Save" the Dividend?
The good news for shareholders is that CNMC's production costs are significantly lower than current market prices. This "margin" provides a massive cushion to absorb the tax bill if they lose.
The Math (Estimated for 2026):
All-In Sustaining Cost (AISC): Approximately US$1,337/oz.
Current Gold Price (Jan 2026): Hovering around US$4,300/oz.
Profit Margin: A staggering ~$2,960 per ounce.
The "Tax Offset" Calculation: > To cover the entire S$9.4 million tax bill purely from profit, CNMC only needs to sell roughly 2,400 to 2,600 ounces of gold at current prices. Given they produced nearly 12,000 ounces in just the first half of 2025, they could technically pay the entire fine with less than two months' worth of production profit.
3. Institutional Sentiment: Why the Selling if the Math is Good?
If the profit covers the tax easily, why did JPM and others sell?
The Penalty Factor: The 60% penalty is what spooked institutional analysts. It signals a "breakdown in trust" between the company and the tax authority. Large funds often exit when they see regulatory friction, as it suggests the company might face more audits in the future.
Management Focus: A legal battle distracts the leadership team. Investors want the CEO focused on the Sokor underground expansion (due for completion in 1H 2026), not in a courtroom. Analysis from AI.
OIC. Middle East tensions escalated. Another new high for gold.
treetops ( Date: 29-Jan-2026 16:55) Posted:
|
Some correction take place.
seanpent ( Date: 29-Jan-2026 16:51) Posted:
|
Did gold just climb again?
by the way JPM keep selling...
The outstanding shares of CNMC is abt 405m. Mkt cap now is abt $605m which is considered as mid cap stock. Appears that mid cap funds are active here. Hope it will reach $1 b capitalisation for big funds to get involved. Then we can hope to see near $3 share price if gold price is expected to move further up. Already, we have one round of play with small cap funds when CNMC is below $1. Be patient. Dyodd.
| ozone2002 ( Date: 29-Jan-2026 14:23) Posted: |
Gold rushhhhhhh
https://www.reuters.com/world/india/gold-extends-record-run-races-past-5400oz-2026-01-28/
https://www.reuters.com/world/india/gold-extends-record-run-races-past-5400oz-2026-01-28/
Keep looking out for after market announcement for profit guidance should be anytime soon :)
No such thing as priced in if everybody including retailers like us buying gold jewellery and gold bars while countries continue to stockpile gold to protect their country and their currencies.to boost up their reserves
The very fact is that they r continuing to buy, n they r going to purchase more this year n beyond. Their main role is to protect their own reserve currencies n they hv deep pockets that the reason why gold price continue to rise... Breaking record after record! Regarding it' s already priced in, let see few months from here..
muifan ( Date: 29-Jan-2026 11:26) Posted:
|
next catalyst should be profit guidance announcement, usually 2-3 weeks before result announce :)
Klein_Yeoman ( Date: 29-Jan-2026 12:45) Posted:
|
Good to drop a bit on consolidation and prepares for the big upside after the earnings and dividend announcement.