Juniors aus Kanada

Jürgen

Vekaufen werde ich, wenn die von mir persönlich anvisierten Kursziele erreicht sind.....die setzt aber vom jetztigen Stand mindestens eine durchschnittliche Verdopplung des Depots voraus......und dann auch nicht alles sondern nur die Werte (dann vornehmlich Explorer und Juniors) die explodiert sind. Ein paar Monate später werde ich sie dann wieder günstiger einsmmeln....nicht dass wir uns falsch verstehen....ich bin Bullish für Gold und Silber bis mindestens 2011, werde aber mit Sicherheit nicht mehr jede korrektur mitmachen und wenn das zweite Halbjahr auch nur annähernd so gut läuft wie ich mir das vorstelle wird in 2009 erheblicher Korrekturbedarf für die bis dahin gelaufene Übertreibungsphase bestehen.

@Eldo

Ja, in Mallorca lässt es sich aushalten.....schönes stressfreies Klima dort zur Zeit......wie gut dass ich meine Einkaufstur abgeschlossen habe wenn Du gerade im Urlaub bist

Gruss

Zitat

vorstelle wird in 2009 erheblicher Korrekturbedarf für die bis dahin gelaufene Übertreibungsphase bestehen

.

Du denkst und handelst sicherlich vollkommen richtig. Für mich aber bedeutet ein Verkauf und anschließender Kauf die Bekanschaft mit der Abgeltungssteuer, und darauf habe ich überhaupt keine Lust. Mir ist nicht bekannt wo du deine Zelte aufgeschlagen hast, aber ich muß noch in D. versteuern, und daher loooooooooooooooooooooooooooooooooooooooooooooooong bis zum Anschlag

Gruß Jürgen

Jürgen

Bin auch in D ansässig und werde für Käufe/Verkäufe ab 2009 auch meinen Obulus entrichten müssen. Ca. 70% des Depots in 2009 steuerfrei; daher realisiere ich dann , auch wenn die Käufe ab 2009 dann in D der SpekuSteuer unterliegen. Nach einen steilen Anstieg der PM Aktien kanns locker auch 50% runtergehen....dann lieber die Steuer. Einen Vorteil hat es, ich muss mir keine Gedanken mehr um Haltefristen machen....die Speku ist eine Frechheit, da gebe ich Dir recht, zumindest in der vorgesehenen Form....völlig überzogen, aber populistisch gut zu verkaufen da sie ja eh nur die betrifft die "was haben".

Man stelle sich nur vor, dass alle Jahrelang in die private Altersvorsorge getrieben werden und wenn man dann privat vorsorgen will (ausserhalb Riester, Rührup etc...) kommt der Steuerhammer. Dass geht wirklich nur in Deutschland...überall anders wäre die Hölle los.

Nichts desto trotz, wenn Du in 2009 -50% +X aussitzen kannst und willst dann ist das Dein gutes Recht.

Gruss

Hallo

Ich habe gehört es soll in den nächsten 2 Wochen Neuigkeiten bei Rochester Res. geben.Weiß jemand etwas genaueres ?

http://www.muenzland.com

Bei Rochester kommt nun das AMEX-Listing.
Die lang erwartete Resourcenschätzung gibt's nicht vor Jahresmitte.

VG heron

Cash für GMX.TO
Globex receives cash and shares; Commercial Production starts at Fabie Bay

VG heron

Aurelian Resources - Investieren in Equador

Wieviel ist eine Aktie von Aurelian wert? Haywood senkt das Kursziel von 6 CAD auf 1,40 CAD; andere glauben an ein Kursziel von 12 CAD.--Frag mich auch was Sprott macht, hatte ja ne riesige Portion Aktien eingesammelt.

Artikel von Charles Wyatt auf minesite.com, April 25, 2008:
Broker Valuations For Ecuador’s Mining Companies Yo-Yo As Politicians Talk Tough

The price of Canadian listed Aurelian Resources is C$3.30, after the shares fell from C$8.50 almost in the blink of an eye. Brokers CIBC World Markets thinks the shares are worth C$12 each, while a rival outfit, Haywood Securities, thinks they’re worth C$1.40. That being the case the ideal solution is for all the clients of Haywood to agree a price half way between these targets and sell their shares to clients of CIBC Markets. All of them would then, presumably, think they had got a bargain. Whether or not they had, only time would tell, but in the meantime it’s amusing to ponder why two fairly reputable firms of brokers should have such extreme and diametrically opposed views.

Both have done their sums on Aurelian’s Fruta del Norte high grade epithermal gold-silver deposit, which holds an inferred resource of 58.9 million tonnes at 7.23 grammes per tonne, giving 13.7 million ounces. It’s on the radar screen of every producer and these will have been encouraged by the potential for further resource upgrades, and because gold recovery looks pretty simple.

Both brokers have also known that from the moment he was sworn in as president of Ecuador on 15th January 2007 Rafael Correa in Ecuador had something nasty up his sleeve for mining companies. As president he holds the whip hand as chief of state and head of government. Just to put this in context, over the past year president Correa has called for the renegotiation of Ecuador’s debt, opposed a free trade pact with the US and set up a constitutional assembly. As finance minister in 2006, he helped to break Ecuador’s contract with US oil giant Occidental. Since being elected president, he has also pledged to shut down the US’s only military base in South America. And last year, Ecuador’s Cofan Indians, with his support, filed a US$12 billion lawsuit against oil giant Chevron for environmental and social destruction in the Amazon.

He is no friend of the US and it’s clear that he has a left wing agenda. So it cannot have been a complete surprise when he announced on 1st February 2208 that Ecuador would be revoking as many as 587 concessions owned by transnational mining corporations. Not the sort of man you would invite to dinner, but it’s as well to appreciate that most politicians make many wild threats to encourage their supporters when they come to power, but tend to back down when the practicalities are explained. Look at Gordon Brown, the UK’s most imprudent gold salesman, who became prime minister less than a year ago and has already backed down twice on tax.

President Correa has clearly watched what’s been happening in the Democratic Republic of Congo and decided he wants a bit of that for himself. The trouble is that his officials were lax in drafting the new Mining Mandate that was approved by the Ecuador Constitutional Assembly on 18th April. A lot of it is a mystery even to Corriente Resources, which has been working in the country for a number of years on the Corriente copper belt where the Mirador project has now advanced project to feasibility stage.

According to Ken Shannon, chief executive of Corriente, “a number of the articles contained in this Mandate are very unclear and consequently, we are not yet able to fully assess any potential impact on some of our concession holdings in the country”. After a meeting with mining sector representatives on Friday 18th April 2008, the president of Ecuador, through the presidential press, issued a statement clarifying the intent of the Mining Mandate, which states the following:

“The President of the Republic, Rafael Correa reiterated today that the Mining Mandate seeks to eliminate all the illegal concessions but ‘it is not suspending the mining activity in Ecuador,’ he said. The leader made this clear during the meeting in the Cabinet Hall with several representatives of the country's mining sector, in which he confirmed that ‘The Mining Mandate does not impede future concessions, but rather the majority of the current ones that are in a bad state and will have to be reverted in order to grant them later within a new legislative frame’, he explained.

Finally, Rafael Correa said, ‘The current dilemma is not to say yes or no to mining, but rather to seek for responsible, economical, social and environmental mining’, he said, after insisting that the position of the Government of the Citizen Revolution is yes to mining, but responsible mining.”

That title the government is applying to itself sends shivers down the spine, but the sentiment is understandable. Western mining companies have not treated countries in South America and Africa particularly well, and politicians are now waking up to the fact that their country’s participation in the big profits that are rolling out tends to be very small.

But anyone who can be bothered to read Aurelian’s preliminary assessment of the new mining mandate will not find much that’s similar to the aforementioned views. An assumption is made that mining companies will only be able to hold three concessions, while the mandate is said to invoke an immediate 180 day suspension of activities on virtually all mining operations.

If the mining companies in Ecuador cannot agree what is happening, how on earth can the brokers give an opinion? It’s as if they are on the end of a big game of Chinese Whispers being carried on in a foreign language. To get back to the brokers, the reason that CIBC thinks shares in Aurelian are worth so much more than Haywood does, is that they have put a takeover premium on them. But now they’re not so sure that a major will make such a move and one analyst, who shall remain nameless to save blushes, has come up with the following priceless statement, which investors should hang in their lavatories as a reminder of how brilliant their advisers are.

“We see the potential outcomes for Aurelian as binary in nature in that things could get worse or better. We have chosen to assume that practical events will unfold rather than the political mayhem which has plagued the shares over the last 18 month. This may, or may not be the right conclusion.”

Haywood has dropped its target price from C$6 to C$1.80 and admits that this is the second reduction in a matter of days. Panic is therefore in the air and this is not surprising when one reads that the new mining mandate “could see the expropriation of Aurelian’s land rights with no appeal or compensation allowed”.

Just one question rears its head at this stage. How could president Correa then explain losses of jobs and losses of future tax to his people? In the end votes are what counts with every politician, no matter how much the appeal of grandstanding around the world. It’s also worth pointing out that it takes a lot of experience, expertise, time and money to bring a project into production. Ecuador has little of anything to offer and Correa knows this.

He also remembers the whacking Ms Joan Kuyek received from local tribal leaders last year when her NGO Mining Watch Canada protested against Corriente’s Mirador copper project. It put her right back in her hutch in the City Centre Building in Ottawa after she was made to look a complete fool when the tribes asked her to invest a sum in their area comparable with what Corriente was spending. President Correa would not like to find himself in the same position.

---
VG heron

Also bei RCT gab es heute News. Die waren äusserst übel. Die Mühlenerweiterung wird auf das 3 Quartal verschoben, und Gewinne werden gar keine eingefahren. Das alles ist ein Nullsummenspiel.
http://www.rochesterresources.…art_year=now&NewsOrder=31

daher auch der besch... Kursverlauf. Hat einer eine Erklärung dafür woher die Kosten kommen, bin da nicht so fitt.

Gruß Jürgen