Juniors aus Kanada

Hallo Eldo,

nein, die ARU hatte ich nicht...trotzdem Glückwunsch, so einen Tagesgewinn konnte ich in meinem zwar nicht mega langen aber auch nicht kurzen Börsenleben noch nie verbuchen.
Hoffe es geht Dir gut,

Grüsse

Morgen, Eldo,


Hunderte Bräute wollen betreut sein.

Da kann man nicht ständig Urlaub machen, so gut es wäre.

Hast ja jetzt zusätzlich sonnengebräunte und von innen strahlende.

Von Caligula Mining hatte ich noch nie was gehört.

Muss aber gestern eine schöne Orgie gewesen sein.


Gruss

Gogh

Hallo Eldo,

so ein Tagesgewinn ist ja wirklich prima - herzlichen Glückwunsch!

Immerhin, ich kann mit meinen Depots auch nicht klagen. Im Gegenteil, bei den steilen EM-Preisen dieser Tage.

Viele Grüße

KR

Agnico Eagle Mines Ltd. will Goldproduktion bis 2009 verdreifachen!
05.04.2006 Sven Olsson - GOLDINVEST.de - http://www.goldinvest.de

Agnico-Eagle Mines Ltd. (TSX, NYSE: AEM; Frankfurt: AE9.FSE) möchte die Goldproduktion in den kommenden drei Jahren verdreifachen. Im gleichen Zeitraum will die Gesellschaft die Goldreserven von derzeit 10,4 auf 14 Mio. Unzen steigern. Dies sagte CEO Sean Boyd im Rahmen einer Pressekonferenz am Dienstag im Frankfurter Hof vor Journalisten und Asset Managern. Die kanadische Minengesellschaft hatte anlässlich der Aufnahme in den Entry Standard zu einer Unternehmenspräsentation eingeladen.

Agnico-Eagle gehört mit einer Jahresproduktion von 241.000 Unzen Gold (2005) zur Gruppe der mittleren Goldproduzenten. Die Gesellschaft ist in Quebec, Kanada, tätig und verfügt über fortgeschrittene Projekte in Kanada, Mexiko, Finnland und den USA. Sitz der Gesellschaft ist Toronto. Agnico-Eagle ist an der TSX sowie an der NYSE börsennotiert und verfügt derzeit über eine Marktkapitalisierung von mehr als 3 Milliarden CAD. Die Entscheidung, an den Entry Standard zu gehen, habe vor allem mit der Expansion in Nord-Europa zu tun. Agnico hat im vergangenen Jahr das finnische Suurikuusikko Goldprojekt 1000 Kilometer nördlich von Helsinki für rund CAD 150 Mio. erworben. Die Gesellschaft plane, in Finnland die größte Goldmine Europas zu bauen, sagte Boyd.. Dies wolle man auch gegenüber deutschen Anlegern kommunizieren.

Das Flagschiffprojekt von Agnico-Eagle ist die LaRonde Mine in der Abitibi Region im Nordwesten von Quebec, 650 km nordwestlich von Montreal. Seit 1988 hat die Mine mehr als 2,8 Millionen Unzen Gold produziert. Mit Goldreserven von 5,4 Millionen Unzen ist LaRonde die größte Goldlagerstätte in Kanada. In 2006, wird LaRonde voraussichtlich 250.000 Unzen Gold bei Cashkosten von US$ 50 pro Unze produzieren. Als Beiprodukt werden voraussichtlich 5,7 Millionen Unzen Silber, 160 Millionen Pfund Zink und 20 Millionen Pfund Kupfer gefördert.

Die nächste Mine will Agnico-Eagle rund 60 Kilometer östlich von LaRonde ebenfalls im Abitibi-Gürtel in Produktion nehmen. Das Goldex-Projekt verfügt über rund 20 Millionen Tonnen in der Kategorie „probable reserves“ mit 1,6 Millionen Unzen Gold. Der Baubeschluss wurde im Juli 2005 gefasst. Die erste Produktion wird für 2008 erwartet. Dann sollen 170.000 Unzen jährlich zu Cash Kosten von US$ 200 gefördert werden.

Das Lapa Projekt, 11 Kilometer von LaRonde entfernt, befindet sich noch im Entwicklungsstadium. Lapa berfügt über 4,1 Millionen Tonnen in der Kategorie „probable reserves“ mit 1,2 Millionen Unzen Gold. Schacht für US$ 30-Millionen soll bis Mitte 2006 in eine Tiefe von 1300 Metern vorgetrieben werden. Die Durchführbarkeitsstudie soll Ende 2006 fertig gestellt sein. Lapa könnte frühestens 2008 in Produktion gehen und jährlich 125.000 Unzen produzieren.

Das Suurikuusikko Projekt ist eine Goldlagerstätte in Finnland 1.000 Kilometer nördlich von Helsinki nahe Kittila in Lappland. Die Liegenschaft umfasst 17 km² mit ähnlicher Geologie wie im Cadillac-Bousquet Gürtel in Kanada. Agnico hat auf der Liegenschaft bereits Goldreserven von 2,3 Mio. Unzen gesichert und steht kurz vor Abschluss einer Durchführbarkeitsstudie. Im 2. Quartal soll der Baubeschluss für eine neue Mine in Finnland offiziell fallen.

Darüber hinaus ist Agnico-Eagle seit mehreren Jahren im Norden von Mexiko aktiv. Das Projekt Pinos Altos im ergiebigen Sierra Madre Gürtel verfügt über eine Ressource von 0,8 Mio. Unzen Gold, 17 Mio. Unzen Silber. LaRonde II ist die Ausweitung der bestehenden LaRonde Mine zur Tiefe hin. La Ronde II enthält 3,3 Mio. Unzen Gold.

Das Jahr 2005 war für Agnico ein Rekordjahr mit einem Gewinn von 37 Mio. USD und 83 Mio. USD Cash Flow. Da die La Ronde Mine neben Gold auch Silber, Zink und Kupfer produziert, profitiert die Gesellschaft auch von den steigenden Preisen für Basismetalle. Die Zink- und Kupferförderung deckte die Bergbaukosten, sodass Gold und Silber im 4. Quartal 2005 effektiv zu Minus 22 USD pro Unze gefördert werden konnte. Boyd betonte, dass Agnico äußerst kostenbewusst arbeite. Im Gegensatz zum Industriedurchschnitt seien die Abbaukosten pro Tonne Erz von 2004 auf 2005 nur von CAD 55 auf CAD 56 gestiegen. Die Gesellschaft werde ihr rigides Kostenmanagement auch künftig beibehalten.

Sean Boyd, Vice Chairman und Chief Executive Officer, ist Wirtschaftsprüfer und gehört der Gesellschaft seit 1985 an. Neben Sean Boyd waren ebenfalls Eberhard Scherkus, President & COO sowie James Nasso, Chairman nach Frankfurt gekommen. Sean Boyd kündigte an, die Gesellschaft werde im Zuge des Baus und der Entwicklung der Mine in Finnland die Präsenz im deutschsprachigen Raum verstärken.

Weitere Informationen zur Gesellschaft finden Sie unter http://www.agnico-eagle.com auch in deutscher Sprache.

American Bonanza drills six holes at La Martiniere

2006-04-06 12:20 ET - News Release

Mr. Wayne Marsden reports

American Bonanza Gold Corp. has commenced drilling at its wholly owned La Martiniere gold project, located 600 kilometres northwest of Montreal in Northern Quebec. Six core holes (totalling 1,075 metres) of a planned 10-drill-hole program have been completed with assays results pending.

The La Martiniere property covers approximately 3,000 hectares and is located between the Detour Lake gold mine (which hosts more than two million ounces of gold), 40 kilometres to the west, and Bonanza's Fenelon project, located 30 kilometres to the east. The Detour Lake gold mine, La Martiniere, Fenelon and the Matagami polymetallic mining district all lie along the same main break (Detour Lake-Fenelon break) in the same package of host rocks.

The Detour Lake-Fenelon break is part of the Abitibi greenstone belt, host to over 150 million ounces of gold that is generally hosted in breaks or shear zones similar to the Detour Lake-Fenelon break. The Detour Lake-Fenelon break is hosted within altered Archean metasedimentary and metavolcanic rocks that are very similar to those hosting gold deposits across the Abitibi greenstone belt. These Archean sequences typically host world-class massive-sulphide deposits in addition to large high-grade gold deposits. The Matagami massive-sulphide deposit is located 75 kilometres east of La Martiniere on the Detour Lake-Fenelon along the same rock units.

http://new.stockwatch.com/swne…&symbol=BZA&news_region=C

linar

@ Edel

Kodiak ist wieder am fallen. da ich die Position nur zum Traden aufgebaut habe, überlege ich abzustoßen. Der gestrige Tag war sehr schlecht. Kann aber sein das die Shorties am Werk sind. Was machst Du?

Grüße

Ist mir eben aufgefallen bei meinem täglichen Research: es wird immer schwerer noch unterbewertete Juniors zu finden. Im Monatsbericht März 2006 des Craton Capital Precious Metal Fund, der zu 62% in Goldaktien anlegt (Hauptsächlich Kanada und Australien) und dabei die Small- und Midcaps fokussiert, findet sich folgende Aussage: "Wir konzentrieren uns weiterhin auf die Auffindung unterbewerteter Firmen, was momentan leider mit dem Versuch verglichen werden muß, eine Unterhaltung während eines Hard Rock Konzerts zu führen."

Wie seht Ihr das?

Grüße

Hommel zu Northgate Minerals NXG:

Silver Stock Report
by Jason Hommel
April 7th, 2006

Forgive me for promoting a gold stock, instead of a silver stock, but this one is so good, I could not pass it up.

My last email was on March 23rd. You can access my email archive (including the last full silver stock report) here: http://www.silverstockreport.com/ssrarchive.htm

Northgate Minerals (NXG)
Share Price: $2.57
Market Cap: $551 million.
Earnings 4th Q, 2005: $.18/share, $.72 annualized.

Northgate is currently profitable, with a very low Price (Market Cap) to Earnings ratio, which shows that the stock price must move up strongly, and soon. Northgate is actively mining copper and gold, and based on 4th quarter earnings from 2005, has a P/E ratio of about 3.5, which is very low. Northgate had earnings of $.18/share in 4th quarter. $.18 x 4 = $.72. $2.57/$.72 = P/E ratio of 3.57.

A typical P/E ratio is about 6-7 if very cheap (the bottom of bear markets), about 10 if "realistic", and about 20-40 if in a bull market.

Thus, Northgate stock is extremely cheap, and the stock price could rise perhaps tenfold to about $25/share.

The net realized metal prices received on sales in the 4th quarter of 2005 were approximately $453 per ounce of gold and $1.98 per pound of copper. Gold is now above $600/oz., and copper is above $2.60/lb., thus, 1st Q, 2006 is going to be much better for Northgate.

Northgate Reports Record Quarterly Earnings and Cash Flow and Announces That its Project Debt Facility Has Been Retired
(Thu, Feb 23)

Northgate Reports Fourth Quarter Gold Production of 94,405 Ounces, at a Record Low Cash Cost of $59/Ounce, Production of 320,000 Ounces Forecast for 2006
(Tue, Jan 17)

Northgate is the lowest cost gold producer ($59/oz.) for any company its size or bigger. It's even lower cost than Goldcorp (about $150/oz.), which has an extremely high P/E ratio of 37, compared to Northgate's P/E of 3.5 (or lower going forward with higher gold and copper prices). Anyone of my readers who owns any of the major gold producers should sell those stocks to buy Northgate, in my opinion.

I don't like buying a "non-silver" stock, because I'm so very bullish on silver outperforming gold. However, in the 8 years that I have followed this bull market, I've never seen a gold stock with such a low P/E ratio, and I didn't want to miss this one.

Additional information:

1. NXG just paid off debt. NXG has about $41 million in cash. NXG expects to eliminate the last of copper and gold hedges by the middle of 2006 at the latest. (If I see that NXG adds any hedges, which is pre-selling any copper or gold at set prices, then I will sell.)

2. NXG has about a 4 year mine life, but with additional resources that appear to be economic and should bring total mine life to 10 years.

3. I first promoted NXG to my list of paying subscribers, who pay to get a monthly "look at my portfolio" on Feb 1, 2006, in my email here: http://www.silverstockreport.com/email/look.html
Since that time, NXG has risen from about $2.10/share to $2.57/share, a gain of about 22% in just over 2 months.
In that time, silver has risen from about $9.50 to $12.05, a gain of about 27%. Is that a loss? Yes, since I measure performance by silver. But I feel that there is a great chance that more people will more easily be able to see NXG has the potential to rise faster, sooner, than silver, from here.

By the way, the best time to subscribe to look at my portfolio for a month, if you want to test it out, is right after the start of the month, such as now. This way, for one month's fee, you can look at two fresh "looks" at my portfolio, this month, and next month when it comes out.

To subscribe: http://www.silverstockreport.com/index2.html

Disclaimer: I own shares of NXG, and NXG has not paid me to send out this email.

Wer klärt mich auf?

Atna (ATN.TO) verlor gesern 18% auf diese Meldung. Zwischenzeitlich an die 30%.
Und das versteh ich nicht.
Bin nicht bei Atna dabei.

http://biz.yahoo.com/cnw/06040…barrick_back_in.html?.v=1

Grüße
Tschonko

NACHTRAG zu NXG:
Worüber man mehr reden müsste ist das kurze Minenleben von 4 Jahren.
Ähnlich wie Genco. Also genaue Resourcenüberprüfung.
Da deutet Hommel nur an.

Tschonko

Hier der gestrige Kommentar von Canaccord Capital zu den Gewinnmitnahmen bei Atna:

Way back when Atna Resources was in the $0.60 to $0.70 range, Graeme Currie, one of our favorite analysts and employee here at Canaccord repeatedly said that “Atna was on his top three list, if not his number one pick”. The chart tells you that it’s done well.
Today, Barrick lets us know that they seem to like the project as well, which means it’s a good news/bad news story. They like it so much they have decided to back into the project, which means that poor little Atna is left with a 30% interest. All of a sudden, Graeme has to lower his target to $2.20. More importantly he updates us
all on his take of the play suggesting, “We remain very positive about the potential for Pinson to be placed into production in the short-term. However, with a net 30% interest, Atna’s leverage is materially reduced and thus, we remove the company from our Top Picks list”.
Well, if it ain’t no longer a top pick, we will be happy with our doubles and triples
and be gone…

Grüße

Noch eine interessante Vorstellung von Canaccord Capital: Ascot Resources (AOT.V)

Doug Hurst used to have a pretty tough job being a mining analyst—he did that both at Sprott Securities and McDermid St. Lawrence. Now if anything, he even has a tougher job in the mining sector at International Royalties.
He’s supposed to find good junior mining stories and give them some cash in return for some royalties down the road, if they ever discover something, it might
turn into some really nice cash flow. He had better be selective.

As a veteran mining analyst, what does he think of this market? Is he worried about the lofty levels without a correction? Interesting that we bring this up on a day
like this—with gold way down, oil down and the first sign of weakness in ages. Well, he is worried as well. The one thing he points out is to the amount of paper being pumped into the market. “We are currently issuing almost a billion dollars in new paper a month and have for the last five months”, he suggests.

You could have a point where a whole bunch of this paper is coming back at the market at a time that you have a commodity correction and you could have a problem, for a while.
As far as the mining sector though, he says, “it’s kind of hard to get too worried. It takes longer than ever to get mines built these days and there is a shortage of really good skilled people to get the built and a shortage of ….”.
“Maybe it is different this time too and that the market will continue to climb a wall of worry, but he says if you are a market veteran, you currently have some concerns and are looking at a healthy wall of worry”.
As far as market picks though, he says it’s getting tougher to find obvious buys. Two stories of note to him though, is some of the recent results out of Indicator Minerals which he mentions he may have conflicts of interest on this pick because of deals his company has with them. But as far as something he feels more comfortable with over the longer-term, he points to Ascot Resources. What’s that, you ask? - a pizzazzy gold play in Peru? Or how about a copper project in Mongolia? Not at all! How about a dull/boring gravel play in Northern B.C. Gravel?!
He says, “Yes we are in a time where many commodities are in a era of shortage with booming world economies and gravel is just yet another commodity that we need and is hard to find”. From the little work we ourselves have done on this, we notice that there are areas, particularly in California where there is definitely large shortages of aggregate and the key determinate in getting the product to market seems to be shipping.
There are some large operations already being set up to ship gravel from other sources in British Columbia to the California market and elsewhere and this is just so interesting, we did an interview with John Toffan of Ascot Resources.
Toffan is the “Golden Boy” that a few decades ago, helped in the massive discovery of Stikine/Calpine. Since then, he seems to have the golden touch with other endeavors as well as a large player in horse breeding!
He recently sold a half interest in a horse, he couldn’t sell as a yearling for $4 million. He called it “Came Back” because the three times it went to sale, no one was interested in it and it kept coming back to him. Eventually they ran it
and the rest is history. Should Toffan have as much luck with this project….
Today Toffan tells us that as they are firming up their projects, one new potential client could make it a lot easier to develop the company—they are currently waiting on decisions from the Port of Prince Rupert that could give the company a quicker start up than previously hoped for.
Former analyst Hurst has a hypothetical target of $1.50 for down the road.

Canadian Coalbed Methane Stocks: 7 Things to Know Before Investing

By James Finch
More investors are now inquiring about Coalbed Methane exploration companies. Just as uranium miners were flying well below the radar screen in early 2004, coalbed methane exploration may very well be the next very hot sector later this year and next. Historically, coalbed methane gas endangered coal miners, resulting in alarming fatalities early in the previous century. This is the fate suffered today by many Chinese coal miners in the smaller, private coal mines. Typically, the methane gas trapped in coal seams was flared out, before underground mining began, in order to prevent those explosions. Rising natural gas prices have long since ended that practice.
full story: http://www.finista.com/gold/canadian_coalbed_methane_stocks

...ich bin da in Admiral Bay Resources Inc. drin
http://www.stockwatch.com/olds….aspx?symbol=ADB&region=C
http://www.admiralbay.com/

..ist zwar weder Gold noch Silber, dafür auch kein Uran

linar