An Upcoming ASX Penny Gold stock with growth potential

Team Veye | 16-Jul-2024

With gold on the move and ready to start a new upward journey, ASX Penny Stocks have the opportunity for maximum potential. Being low priced, these Gold Mining Companies Stocks can have a good long term growth with the advent of gold.

Pantoro Limited (ASX: PNR)

Pantoro Limited is one Penny Stocks to Watch, as it
currently boasts a robust production rate, poised for significant expansion in both the short and long term. Furthermore, it possesses strong long-term scalability potential, bolstered by an extensive mineral resource base and ongoing exploration efforts.

Pantoro Limited (ASX: PNR) provided operational updates for the June 2024 quarter on 11 July 2024. Production from the Norseman Gold Project reached 20,805 ounces during the quarter, with a continuous increase in production and cashflow.

The Company achieved positive cashflow, with a $6.7 million increase in cash and gold position during the quarter, after adjusting for equity raise and debt repayment. Including the equity raise and debt repayment, the Company's cash and gold position grew by $57.1 million.

Over the past five years, the company has significantly expanded its asset base, thereby enhancing the book value proposition for shareholders. Total assets have increased notably from $294 million at the end of fiscal year 2022 to $514 million by the end of fiscal year 2023, with a substantial portion of this growth attributed to the expansion of the company's mining assets. Additionally, the company's production capabilities have driven robust revenue growth, reaching their highest levels in the past five years. This strong growth trajectory has been maintained and further improved in the most recent half-year period.

Pantoro maintains a well-defined mine plan through to 2030. In the short term, the company aims to increase production to at least 77koz by the end of FY24, with a goal of expanding production rates to 100koz annually until 2030. Having completed the construction of the 1Mtpa processing plant, the company is now focused on finalizing the development of key mines, particularly preparing for underground mining at Scotia. This transition is expected to significantly transform the company’s production profile from open-pit mining to underground mining starting in FY25. 

Pantoro recently announced plans for an extensive 85,000-meter diamond and RC drilling program for FY25, targeting high-grade underground mine sites to support its production plans. Over the long term, the company intends to incorporate resources and feed from other mines, such as Princess Royal open pit and Gladstone open pit, to complement underground mining at Scotia.  The company anticipates reaching steady-state production by the first quarter of 2025. It is noteworthy that production until FY26 will primarily rely on reserves, with an increasing portion of inferred mineral resources and underground extensions being integrated into the production plan beyond that period.

The company is expected to make significant advancements with its growth program for FY25, with a planned expenditure of $25 million allocated towards incorporating additional high-grade underground feed for the Norseman processing plant. Additionally, Pantoro has commenced work to re-enter the Bullen Underground Mine at the Norseman Mainfield, underscoring its focused efforts on both short-term and long-term production growth.

Source: Company's Report

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