Llevo dos cargas, una para mete-saca ( fallido) que no voy ampliar.
Otra en otro broker para , en caso de animarme, dejarlas a mas largo plazo. Ahi voy a comprar unas pocas mas de KL ...
si hasta dan 0,5$ por cromo como dividendo!!!! wooow!! ja,ja
The market is ignoring the explosive growth here
Kirkland Lake Gold (
NYSE:KL) is growing at a staggering pace, yet its shares are down nearly 8% so far this year. Kirkland's gold production has jumped more than threefold between 2016 and 2019.
DATA SOURCE: KIRKLAND LAKE GOLD. CHART BY AUTHOR. 000'S = THOUSANDS OMITTED.
Kirkland's AISC has fallen steadily at the same time, driving its net earnings to $560.1 million in 2019 from only $42.1 million in 2016. 2019 was, in fact, a record year for Kirkland in terms of gold production, revenue, and net profit. Investors have been richly rewarded, with Kirkland increasing dividend twice in 2020. With that, its dividend per share has nearly tripled just this year.
DATA SOURCE: KIRKLAND LAKE GOLD. CHART BY AUTHOR.
Here's the best part: Kirkland is all set to deliver yet another record year in 2020, thanks to its acquisition of Canada-based Detour Gold for roughly $3.7 billion. The acquisition added a long-life, high-grade mine, Detour Lake, to Kirkland's portfolio. As a result, Kirkland expects to produce $1.35 billion-$1.4 billion gold ounces in 2020.
There's just one catch: Detour Lake is a relatively high-cost mine, which is why Kirkland's AISC has shot up this year and is expected to be $790-$810 per ounce of gold sold for the full year. However, I'm not too worried, as I expect Kirkland to turn Detour Lake into a lower-cost mine with time. Also, the acquisition has been earnings and free-cash-flow accretive: From Jan. 31, 2020, to Sept. 30, 2020, Detour Lake contributed $231 million, or nearly 41%, to Kirkland's total free cash flow. Kirkland is already a debt-free company, so its balance sheet looks even stronger now.
In short, Kirkland's production, cash flows, and dividends are clearly on an uptrend. Yet, the stock is trading significantly below its five-year average P/E of 27 times earnings, making it a great gold stock to own now.