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Category: Major
Rating: 1.50   (Potential 2 Bagger as of 06/14/2017)
Risk: Low
Fresnillo Plc
www: www.fresnilloplc.com     email: ir@fresnilloplc.com

Profile
Notes
Forum
Your Data

Price Data

Symbol Date Price Change 52 Wk Range Volume
LON:FRES 10/20/2017 GBX 1,367.00 -51.00 1,864.00 - 1,052.00 1,396,890
OTCMKTS:FNLPF 10/20/2017 USD 17.9380 -0.8320 22.3000 - 13.1800 2,600
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Don's Summary (from last analysis - 06/14/2017)

Fresnillo is a major with a FD market cap of $15 billion and is the largest silver producer at 50 million oz per year. They plan to expand production to 65 million oz by 2018. This is a very profitable company with low cash costs. They have large resources at 2 billion oz of silver and 38 million oz of gold. If you consider their gold production (900,000 oz in 2017) as an offset, they are a negative cost silver producer. Even if you do not consider their gold as an offset, they are a low cost producer at around $6 per oz cash costs. All-in costs for silver are about $10 per oz, and all-in costs for gold are about $950 per oz.

A 65 million oz silver producer with negative cash costs could be worth an incredible amount, if silver prices reach $100. I like everything about this company except its high valuation. I wish I would have bought this stock at $1.60 back in 2008. Today it trades at $21.50. Fresnillo should double in value if silver prices rise, and perhaps even a bit more. It pays about a 1% dividend. Penoles owns 75% of the shares, and would like to be paid dividends. All operations are currently in Mexico, with exploration also in Chile and Peru.

General Details

Financial 06/14/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Mkt. Cap (Fully Diluted): $15,857.39M $13,268.52M 06/14/2017 $-2,588.86M
Total Assets: $4,300.00M $4,300.00M 06/14/2017 $0.00M
Total Liabilities: $1,600.00M $1,600.00M 06/14/2017 $0.00M
Current Assets: $1,400.00M $1,400.00M 06/14/2017 $0.00M
Current Liabilities: $154.00M $154.00M 06/14/2017 $0.00M
Total Debt: $800.00M $800.00M 06/14/2017 $0.00M
Cash: $900.00M $900.00M 06/14/2017 $0.00M
Enterprise Value: $15,757.39M $13,168.52M 04/18/2387 $-2,588.86M
Cash Flow: $465.51M $479.56M never $14.06M
Cash Flow Multiple: 34.06 27.67 never -6.40
Net Debt to Cash Flow Ratio: n/a n/a never 0.00
Finance within 1 year: No No 06/14/2017 n/a
Tax Rate: (guess)  30.00% (default)  30.00% 06/14/2017 0.00%
Misc 06/14/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Share Price: $21.516 $18.003 17:10 on 10/20/2017 $-3.51
Shares Outstanding: 737,000,000 737,000,000 06/14/2017 0
Shares Fully Diluted: 737,000,000 737,000,000 06/14/2017 0
Insider Ownership: n/a 75% 06/14/2017 75%
Company Type: Mostly Silver Mostly Silver never n/a
Production ETA: n/a n/a 06/14/2017 n/a
Production (Gold Eq Oz.): (guess) 
1,568,838
(guess) 
1,564,654
06/14/2017 -4,184
Production (Silver Eq Oz.): (guess) 
117,280,879
(guess) 
117,704,425
06/14/2017 423,546
Initial CapEx (Outstanding): n/a n/a 06/14/2017 n/a
Funding Option: n/a n/a 06/14/2017 n/a
Documentation: none PRODUCER 06/14/2017 n/a
Value Adjustment: none none never 0%

Resource Data

GOLD 06/14/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
O
U
N
C
E
S
T
O
T
A
L
Proven & Probable: 9.50M 9.50M 06/14/2017 0.00M
Measured & Indicated: 28.00M 28.00M 06/14/2017 0.00M
Inferred: 9.00M 9.00M 06/14/2017 0.00M
Reserves & Resources: 37.00M 37.00M never 0.00M
P
L
A
U
S
I
B
L
E
Proven & Probable: 8.08M 8.08M 06/14/2017 0.00M
Measured & Indicated: 20.66M 20.66M 06/14/2017 0.00M
Inferred: 3.83M 3.83M 06/14/2017 0.00M
Reserves & Resources: 24.48M 24.48M never 0.00M
C
U
R
R
E
N
T
Annual Production: (guess) 
900,000oz.
(guess) 
900,000oz.
06/14/2017 0oz.
Cash Cost: $600 $600 06/14/2017 $0.00
Extra Operating Cost: $300 $300 06/14/2017 $0.00
Average Grade: 1.30 g/t 1.30 g/t 06/14/2017 n/a
Recovery Rate: (CG)  85.00% (CG)  85.00% 06/14/2017 0.00%
F
U
T
U
R
E
Proven & Probable: 25.00M 25.00M 06/14/2017 0.00M
Annual Production: 900,000oz. 900,000oz. 06/14/2017 0oz.
Cash Cost: $700 $700 06/14/2017 $0
Extra Operating Cost: $300 $300 06/14/2017 $0
SILVER 06/14/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
O
U
N
C
E
S
T
O
T
A
L
Proven & Probable: 530.00M 530.00M 06/14/2017 0.00M
Measured & Indicated: 1,000.00M 1,000.00M 06/14/2017 0.00M
Inferred: 900.00M 900.00M 06/14/2017 0.00M
Reserves & Resources: 1,900.00M 1,900.00M never 0.00M
P
L
A
U
S
I
B
L
E
Proven & Probable: 450.50M 450.50M 06/14/2017 0.00M
Measured & Indicated: 770.10M 770.10M 06/14/2017 0.00M
Inferred: 382.50M 382.50M 06/14/2017 0.00M
Reserves & Resources: 1,152.60M 1,152.60M never 0.00M
C
U
R
R
E
N
T
Annual Production: (guess) 
50,000,000oz.
(guess) 
50,000,000oz.
06/14/2017 0oz.
Cash Cost: $6 $6 06/14/2017 $0.00
Extra Operating Cost: $4 $4 06/14/2017 $0.00
Average Grade: 300.00 g/t 300.00 g/t 06/14/2017 n/a
Recovery Rate: (CG)  85.00% (CG)  85.00% 06/14/2017 0.00%
F
U
T
U
R
E
Proven & Probable: 850.00M 850.00M 06/14/2017 0.00M
Annual Production: 60,000,000oz. 60,000,000oz. 06/14/2017 0oz.
Cash Cost: $7 $7 06/14/2017 $0
Extra Operating Cost: $5 $5 06/14/2017 $0

Property

Last Analysis Data  (06/14/2017)
Stage Location Name Owned Type Au Ag Cu Notes
Production Santiago Papasquiaro, Mexico Cienega 100% n/a n/a
Production Santiago Papasquiaro, Mexico Fresnillo 100% n/a show
6 producing mines. 9 projects heading to production by 2018.
Production Caborca, Mexico Herradura 56% n/a n/a
Production Caborca, Mexico Noche Buena 56% n/a n/a
Production Zacatecas, Mexico Saucito 100% n/a n/a
Production Caborca, Mexico Soledad and Dipolos 56% n/a n/a
Development Zacatecas, Mexico Juanicipio 56% n/a n/a
Exploration Mexico Parrena 100% n/a n/a
Exploration Mexico Penmont 100% n/a n/a
Exploration Mexico San Julian 100% n/a n/a
Current Data
Stage Location Name Owned Type Au Ag Cu Notes
Production Santiago Papasquiaro, Mexico Cienega 100% n/a n/a
Production Santiago Papasquiaro, Mexico Fresnillo 100% n/a show
6 producing mines. 9 projects heading to production by 2018.
Production Caborca, Mexico Herradura 56% n/a n/a
Production Caborca, Mexico Noche Buena 56% n/a n/a
Production Zacatecas, Mexico Saucito 100% n/a n/a
Production Caborca, Mexico Soledad and Dipolos 56% n/a n/a
Development Zacatecas, Mexico Juanicipio 56% n/a n/a
Exploration Mexico Parrena 100% n/a n/a
Exploration Mexico Penmont 100% n/a n/a
Exploration Mexico San Julian 100% n/a n/a

Profitability (by resource)

Proven &
Probable
06/14/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 57.26% 57.42% n/a 0.16%
Percentage Silver: 42.74% 42.58% n/a -0.16%
Total (Gold Eq. Oz.): 16.59M 16.55M n/a -0.04M
Total (Silver Eq. Oz.): 1,240.19M 1,244.66M n/a 4.47M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 14.10M 14.06M n/a -0.04M
Silver Eq. Oz.: 1,054.16M 1,057.96M n/a 3.80M
Maximum Profit (Gold): $2,028.68M $2,120.25M n/a $91.57M
Maximum Profit (Silver): $2,156.99M $2,191.68M n/a $34.69M
Total Maximum Profit: $4,185.68M $4,311.94M n/a $126.26M
Max Profit / Current MCap: 0.264 0.325 n/a 0.061
Max Profit Per Share (Gold): $2.75 $2.88 n/a $0.12
Max Profit Per Share (Silver): $2.93 $2.97 n/a $0.05
Total Max Profit Per Share: $5.68 $5.85 n/a $0.17
Total Free Profit Per Share: $0.00 $0.00 n/a $0.00
FD Mkt. Cap / Gold Eq.: $1,124.54 $943.47 n/a $-181.07
FD Mkt. Cap / Silver Eq.: $15.04 $12.54 n/a $-2.50
FD Mkt. Cap / Per Metal
as % Spot Price:
89.33% 73.99% n/a -15.34%
Measured &
Indicated
06/14/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 67.67% 67.81% n/a 0.14%
Percentage Silver: 32.33% 32.19% n/a -0.14%
Total (Gold Eq. Oz.): 41.38M 41.29M n/a -0.08M
Total (Silver Eq. Oz.): 3,093.18M 3,106.36M n/a 13.18M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 30.96M 30.89M n/a -0.06M
Silver Eq. Oz.: 2,314.20M 2,323.92M n/a 9.72M
Maximum Profit (Gold): $5,189.16M $5,423.38M n/a $234.23M
Maximum Profit (Silver): $3,687.24M $3,746.54M n/a $59.30M
Total Maximum Profit: $8,876.39M $9,169.92M n/a $293.53M
Max Profit / Current MCap: 0.560 0.691 n/a 0.131
Max Profit Per Share (Gold): $7.04 $7.36 n/a $0.32
Max Profit Per Share (Silver): $5.00 $5.08 n/a $0.08
Total Max Profit Per Share: $12.04 $12.44 n/a $0.40
Total Free Profit Per Share: $0.00 $0.00 n/a $0.00
FD Mkt. Cap / Gold Eq.: $512.25 $429.51 n/a $-82.74
FD Mkt. Cap / Silver Eq.: $6.85 $5.71 n/a $-1.14
FD Mkt. Cap / Per Metal
as % Spot Price:
40.69% 33.68% n/a -7.01%

Reserves &
Resources
06/14/2017
Last Analysis
Data

Current Data

Change
Item Value Value Updated Value
Percentage Gold: 59.28% 59.43% n/a 0.15%
Percentage Silver: 40.72% 40.57% n/a -0.15%
Total (Gold Eq. Oz.): 62.42M 62.26M n/a -0.16M
Total (Silver Eq. Oz.): 4,665.99M 4,683.40M n/a 17.41M
P

L

A

U

S

I

B

L

E
Gold Eq. Oz.: 39.90M 39.80M n/a -0.10M
Silver Eq. Oz.: 2,982.64M 2,994.16M n/a 11.52M
Maximum Profit (Gold): $6,150.11M $6,427.71M n/a $277.60M
Maximum Profit (Silver): $5,518.65M $5,607.40M n/a $88.75M
Total Maximum Profit: $11,668.76M $12,035.11M n/a $366.35M
Max Profit / Current MCap: 0.736 0.907 n/a 0.171
Max Profit Per Share (Gold): $8.34 $8.72 n/a $0.38
Max Profit Per Share (Silver): $7.49 $7.61 n/a $0.12
Total Max Profit Per Share: $15.83 $16.33 n/a $0.50
Total Free Profit Per Share: $0.00 $0.00 n/a $0.00
FD Mkt. Cap / Gold Eq.: $397.45 $333.37 n/a $-64.08
FD Mkt. Cap / Silver Eq.: $5.32 $4.43 n/a $-0.89
FD Mkt. Cap / Per Metal
as % Spot Price:
31.57% 26.14% n/a -5.43%

Future Valuation (Cash Flow & Totals)

Totals 06/14/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
C
U
R
R
E
N
T
R & R Valuation: $7,534.15M $7,612.65M n/a $78.50M
Mkt. Cap: $15,857.39M $13,268.52M n/a $-2,588.86M
Annual Gold Production: (guess) 
900,000oz.
(guess) 
900,000oz.
06/14/2017 0oz.
Annual Silver Production: (guess) 
50,000,000oz.
(guess) 
50,000,000oz.
06/14/2017 0oz.
F

U

T

U

R

E
FD Mkt. Cap: $22,125.00M $22,125M n/a $0M
FD Mkt. Cap Growth: 40% 67% n/a 27%
Annual
Production
Gold: 900,000 oz. 900,000 oz. n/a 0 oz.
Silver: 60,000,000 oz. 60,000,000 oz. n/a 0 oz.
Current FD
Mkt. Cap /
Gold Eq. Reserves: 268.77 224.89 n/a -43.88
Silver Eq. Reserves: 10.75 9.00 n/a -1.76
Gold Eq. Production: 4,805.27 4,020.76 n/a -784.50
Silver Eq. Production: 192.21 160.83 n/a -31.38
P&P
Reserves
(oz.)
Gold: 25.00M 25.00M 06/14/2017 n/a
Silver: 850.00M 850.00M 06/14/2017 n/a
Gold Eq.: 59.00M 59.00M 06/14/2017 n/a
Silver Eq.: 1,475.00M 1,475.00M 06/14/2017 n/a
P&P Reserves
per FD
Share (oz.)
Gold: 0.034 0.034 n/a n/a
Silver: 1.153 1.153 n/a n/a
Gold Eq.: 0.080 0.080 n/a n/a
Silver Eq.: 2.001 2.001 n/a n/a
Cash Flow 06/14/2017
Last
Analysis
Data

Current Data

Change
Item Value Value Updated Value
Current: $465.51M $479.56M n/a $14.06M
Current Multiple: 34.06 27.67 n/a -6.40
F
U
T
U
R
E
@ current prices: $314.05M $326.75M n/a $12.71M
Multiple @ current prices: 50.49 40.61 n/a -9.89
Growth @ current prices: -32.54% -31.86% n/a 0.01
@ future prices: $3,978.00M $3,978.00M n/a $0.00M
Multiple @ future prices: 3.99 3.34 n/a -0.65
Growth @ future prices: 729.51% 729.51% n/a -0.25

Defaults

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