Igolide nangesiliva bebelokhu beheha abantu - njengezinsimbi eziyigugu, futhi njengezimpahla zokutshala imali kwemali. Kwathi ngo-2020, abatshalizimali bafaka kubo bavuzwa ngomusa.
Engxenyeni yokuqala ka-2020 negolide, nesiliva elikhule kakhulu. Maphakathi kwesiphithiphithi sakwa-pandemic, zombili izinsimbi ezibalulekile zensimbi ebalulekile ngentengo futhi zafinyelela irekhodi iminyaka eminingi yamanani. Ngo-Agasti, sekuyisikhathi sokuvuna izithelo. Kodwa-ke, ngoDisemba, ukukhula kwaqala kabusha. Ukuphakamisa amanani entengo yalezi zinto ezivuthayo eziholele ekunyuseni okulungile ngenzuzo yezinkampani zezimayini.
Ngakho-ke, namuhla sizokhuluma ngeFresnillo (Lon: Fres) (OTC: FNLPF). Izinkomba zezimali zale nkampani ezifakiwe ku-FTSE 100 Stock Index ye-United Kingdom ibhekwa njengenye yezinto ezinhle kakhulu. Ngonyaka owedlule, ama-FRES abelana ngentengo ngaphezulu kwama-87%. NgoJanuwari 12, lapho kuvalwa isenzo, 1,130p ($ 15.4 amasheya athengiswa e-United States) ayebiza i-1,130p ($ 15.4).
Ukuqhathanisa, i-FTSE 100 emavikini angama-52 okugcina isengaba ngu-11% aphansi.
Itholakala eMexico, iFresnillo ingenye yamahhotela esiliva abaluleke kakhulu emhlabeni. Ngokusho kwenkampani, "kusho izimayini zesiliva zaseFresnillo zimbiwe iminyaka engaphezu kwemihlanu." Ngaphezu kwalokho, iFresnillo iyimayini enkulu kunazo zonke yegolide ezweni. Inani lemakethe lemali yenkampani liyi- £ 8.7 billion (noma $ 11.9 billion).
Abatshalizimali bahlabeke umxhwele ngamathemba agqamile agqamile avulekele phambi kwazo zombili izinsimbi, ikakhulukazi isiliva, nokuthi yini ama-fres angafinyelela esikhathini esizayo. Yingakho:
Siyabonga lapho ukukhula kwamanje kufinyelelwa khona
Okwamanje, uFresnillo unezimayini eziyisikhombisa ezisebenzayo, amaphrojekthi amathathu okuthuthukiswa kwama-deposits kanye nezinto eziyisithupha zokucinga. Isiliva kuletha izinkampani ezingaphezu kwe-15% zenani lokugcina lemali elungisiwe.NgoJulayi, inkampani yashicilela imiphumela ephakathi kwengxenye yonyaka, iphela ngoJuni 30. Imali engenayo ephelele ifinyelela ku- $ 321.2 million, okusho ukuthi ukukhula kuya ku-56.3% unyaka nonyaka. Inzuzo ngaphambi kokukhokha imali engenayo engu- $ 127.9 million inyuswe ngo-136.6% unyaka nonyaka. I-EPS eguquliwe yavuka ngo-40,5%, ifinyelela amasenti ayi-11.8 ngesabelo ngasinye. Ukugeleza kwemali kwamahhala engxenyeni yokuqala yonyaka kube ngama- $ 242.6 million. IBhodi Labaqondisi libuye limemezele ukwahlukaniswa okuphakathi kwamasenti angama-2.3 ngesabelo ngasinye.
Ngo-Okthoba 21, uFresnillo washicilela umbiko ngokukhiqizwa kwemikhiqizo yekota ye-3. Isikhulu Esiphezulu U-Octavio Alvidres uthe:
"Imayini yethu yesiliva isebenza ngokuhambisana nokubikezela okwenziwe yithi ekuqaleni konyaka, futhi ukubikezela okulinganiselwayo akukashintshi, naphezu kobhubhane olwephukile. Njengoba kukhonjisiwe emiphumeleni yonyaka wesigamu, bekufanele sikwazise eminye imikhawulo emsebenzini ngendlela evulekile, futhi lokhu kwathinta ukukhiqizwa kwegolide. Ngakho-ke, sanciphisa kancane izimayini ezibikezelwe zegolide. "
Sibikezela ukukhuphuka kwamanani entengo yesiliva ngokuhamba kwesikhathi, futhi sithanda i-Fresnillo ngokukhiqizwa kwe-econd kanye nezindleko eziphansi zokukhiqiza.
Kodwa-ke, kucatshangelwa ukwanda okubukhali kwentengo ngo-2020, kungenzeka ukuthi uthole inzuzo ngesikhathi esifushane. Izilinganiso ze-P / E ne-P / S zesikhathi esibekiwe zingu-18.90 no-5.41, ezenza intengo ye-shale. Ukuphambuka okungenzeka kwama-5-7% amazinga wamanje kuzothuthukisa umugqa wokuphepha. Sibona isikhathi sokuqina kanye nethrafikhi ye-lateral ngentengo yokwabelana.
Kulindelwe ukuthi ngoJanuwari 27, inkampani izoshicilela umbiko ngokukhiqizwa kwemikhiqizo yekota yesine, futhi ngoMashi 2, izomemezela imiphumela yokuqala ngo-2020. Abatshalizimali abangahle bazijwayeze ngale mibiko ngaphambi kokutshala imali ekwakhekeni kwama-FRES.
Beka kafushane
Izinsimbi eziyigugu bekulokhu kuyi "itheku eliphephile" labatshalizimali, kwathi ngo-2020 bafakazele ukuthi abanaphutha. Kodwa-ke, kusesekuseni kakhulu ukuthi uzokhuluma ngokuthi unyaka we-2021 uzokwanda kanjani. Noma kunjalo, izazi zezomnotho zidingida umthelela ezinhlamvwini ezicwebezelayo nezikweletu zezimali, amanani angezinhle angempela kanye nesikweletu esingesihle. Ngokuhamba kwesikhathi, lezi zinto zingasekela kalula amanani aphezulu ngegolide nesiliva.
Abatshalizimali abafuna ukutshala imali ezingxenyeni zezinkampani zegolide nezesiliva nabo bangabheka inketho yokutshala imali kwizimali zokutshala imali (etf) ezikhethekile ezinkampanini ezizayo. Nazi izibonelo: Prime Prime Junior Silver Ambirs Etf (Nyse: Silj), i-Global X Silver Alers abavukuzi eTF (NHasdaq: Ring), ama-Ishares MSCI GLABRIRAL NETF (NYSE: I-SLVP) kanye nama-Vaneck Vectors Gold Ambirs etf (NYSE: GDX).
Emavikini angama-52 edlule, lezi zimali ezine zilethe ama-33.7%, 42.2%, 27.1% no-24.7%, ngokulandelana.
Lezi zimali zinikeza ukufinyelela kwamasheya ezinkampani ezinjenge-barrick Gold (NYSE: Gold), i-FRANCO-NEVADA (NYSE: I-FNVCORP CORP (NYSE: NEM), Pan American Silver ( I-NASDAQ: PAAS), i-Polymetal (MCX: Poly) International (OTC: Poyyf), ama-Wheaton Metals (NYSE: Wpm) neYamana Gold (NYSE: AUY).