Schnäppchen Eck..welche Aktie ist preiswert im Moment

Hallo auratico,
das alles ist richtig.
Aber warrants haben auch einen Preis, aber sie müssen eben nicht ausgeübt werden und sie können nicht fallen.
Dazu kommt noch, dass kurz vor dem verkauf (nach einem PP) man noch short geht. Das bringt erst die Mäuse.
Das hat Gerbino nicht erwähnt.
Soeben bei FR gesehnen, ich glaub auch bei Sterling war es der Fall.
Bei 20-40% Minus kann man sich dann wieder eindecken.

Besonders ärgerlich ist es, wenn man die Schweinsgriffel hat, knapp vor einem PP sich einzukaufen am freien Markt.
Das ist mir jetzt das dritte Mal bei Sterling passiert.

Zusätzliches Ärgernis: wenn die warrants dann frei sind, wird wieder abverkauft.
UND: besonders heftiges shorten, wenn schon absehbar ist, dass eine company geld braucht....

grüße
Tschonko

Zitat von Eldorado

Equador, Columbia, Bolivia, Venezuela, vielleicht bald Argentina, ist geopolitisch gefaehrlich geworden, einige die dort Bus fahren kommen nie mehr heim.

Vielleicht ist es besser, überhaupt nicht mehr heim zu kommen, sondern gleich dort zu bleiben.Wer kein Geld mehr hat, um sich Minenaktien zu kaufen, kann, zumindest in Ecuador, vielleicht einfach in die Nähe eines Minenprojektes ziehen. Denn nach den Vorstellungen der Regierung sollen die Anwohner zu Aktionären gemacht werden:

Ecuador wants community stakes in mining projects
Sat 26 Apr 2008, 16:52 GMT

"QUITO (Reuters) - Ecuador wants villagers living near mines to be shareholders in large projects as part of a new mining law that is key for the development of the country's nascent sector, President Rafael Correa said on Saturday."

Und wenn vielleicht doch nicht so scharf geschossen wird, wie in den letzten Wochen angekündigt, würde z.B die Aurelian wohl wieder einen schönen Hüpfer machen nach dem letzten Kursfiasko. Ein Grossinvestor wie Jim Puplava hat da in wenigen Tagen gut 10 Millionen$ Federn lassen müssen. Und wie geht´s weiter?

"Ecuador does not currently produce significant quantities of precious metals, but dozens of foreign firms, including Canadian-based Aurelian Resources Inc and Corriente Resources Inc, have found large gold and copper deposits.

Some mining companies saw their stock prices rise on Friday after meeting with Correa who said his government would back projects that comply with new environmental controls and share more of their revenues with the state."

http://africa.reuters.com/metals/news/usnN26405752.html

grüsse

auratico

Artikel von Jim Sinclair, April 26, 2008
Depressed About Gold Shares, Especially Juniors?

Dear CIGAs,

Nothing happens by chance! Please consider the following:

An excerpt from the below Reuters article:

"Small and medium-sized miners and juniors who are still in the exploration stage, are the easiest targets for bigger companies, but the acquisitions wave won't likely stop there, THEY SAID.”

Why is it that amongst companies active in minerals, it is primarily and almost only precious metals shares that are under severe selling pressure?

Why is it that companies active in other mined products or co-products as below have their shares in major demand?

Did gold not rise from $248 to a high of $1033, yet even then the hammer was being applied to gold shares, especially those that hold the potential and promise of new production, as production declines?

Is there not a glaring example of a mined product in the form of potash this week? Did not an IPO in a mining company specializing in potash used as a fertilizer open up above its issue price by 58%?

Chemically, potash consists of potassium carbonate, but also might contain potassium oxide or potassium chloride, depending on how pure you consider the mixture. Usually, potash takes the form of powdery salts. Modern methods of extraction almost all rely upon deposits mined from ores, like sylvanite.

Nowadays our potash comes from mining and goes toward inorganic fertilizer rich in potassium.

Why are other mining entities acting so well, especially those with the following significant products:

* Antimony
* Beryllium
* Cadmium
* Chromium
* Cobalt
* Manganese
* PGMs
* Rhodium
* Tungsten
* Vanadium

How about simple iron ore and all those involved in all the criteria of exploration and development of crude oil? That is an extractive industry as is precious metals mining.

Your answer may be that gold is different but it is not. You might say others think that gold has topped, but it hasn’t.

The stimulants economically are the same for potash, iron ore and the other items listed above as it is for gold. It is the growth in Asia, the consequences of the effort to maintain the social order as the financial order implodes, and the condition of the US dollar.

Nothing happens by chance but for argument sake lets call it an opportunity to be seized. Many junior gold companies are so depressed that they are worth more dead than alive.

Gold and other metals shares are depressed so that they are selling well below their “Asset Vale.”

Asset Value is something that 3.7 generations have not taken into consideration where price is concerned. You may recall that I suggested to you that one major company would consolidate the industry. Keep that concept in mind. Major gold producers are in need of new production. This is FACT.

South African companies are in need of major projects OUTSIDE of the RSA. For the RSA gold producer there is no expansion of reserves in RSA because, even if they have it, they cannot produce it as the energy situation is already stressed beyond demand. This is a long-term problem unfortunately.

The major consolidator of the Gold mining industry may have gotten too greedy in waiting for future reserve properties to become ever cheaper and cheaper for acquisition or joint venture.

The game being played by design or serendipity is to depress the juniors or to take advantage of the decline in the juniors as a result of the poor share price action through starving the junior or explorer of financing.

Depressing the price of the shares of most junior situations results in starving precious metals juniors of financing and their shareholders would be ripe for a bid for the company at a price much lower then their highs when gold was at $600. It may also make the smaller company eager to make deals at less than advantageous conditions for their investors.

The key here is that the gold producing industry is in need of new resources as present resources are depleting. That is fact about which there is no question whatsoever.

It is much cheaper to pick up a property or entire company in a financially stressed condition because it cannot publicly finance for continued operation.

Let’s call the situation the taking advantage of a serendipitous development. To others it looks like the consolidators are holding a smoking gun. The weakness in this strategy is the advent of new competition for minerals internationally, primarily from Asia and the Middle East.

The Saudis and the Chinese are actively looking for mineral prospects from industrial to precious metals, from strategic metals and material to rare earths and beach sands, having publicly said so at top executive levels.

The major industry consolidators now have competition from companies with more liquidity and NO need for debt to take any property to production.

The advent of this new competition may well trump the western companies some feel are holding the smoking guns.

This competition from Asia and the Middle East may accelerate the consolidator, whose timing is a greed driven desire to get properties so cheap they might be considered free, to move sooner than later.

To call attention to the factual nature of this analysis please read the following article posted here April 11th this year regarding the stated interest of a major Chinese company given publicly at a recent professional mining conference and quoted therein.

Please note the all-important statement given by a top executive of the Chinese company:

"Small and medium-sized miners and juniors who are still in the exploration stage, are the easiest targets for bigger companies, but the acquisitions wave won't likely stop there, THEY SAID."

Mega mergers ahead for mining industry
Fri Apr 11, 2008 6:13pm BST
By Ignacio Badal – Analysis

SANTIAGO (Reuters) - With metal prices holding in what many call a super cycle, the global trend toward mergers and acquisitions will continue among miners, according to analysts and executives who attended the CRU/Cesco copper week in Santiago this week.

Small and medium-sized miners, and juniors who are still in the exploration stage, are the easiest targets for bigger companies, but the acquisition wave won't likely stop there, they said.

Mining analysts agree the market will soon see more huge takeover bids announced, like the failed attempt by Brazilian mining giant Vale (VALE5.SA) (RIO.N) to buy Xstrata (XTA.L) for more than $90 billion.

Executives say acquisitions will continue because global copper demand is growing and supplies are tight, so new supply has to be brought on line. The easiest way to do that is to buy existing producers.

Companies will be on the lookout for producing assets and smaller players won't have the same access to financing to bring new output on line.

"(Mining) costs have skyrocketed in recent years, with the subprime crisis and the disappearance of securitized debt markets ... it is increasingly difficult to finance, meaning only the best capitalized players can afford to invest," said Bart Melek, a Toronto-based analyst with BMO Capital Markets.

"We may well be entering an era of super-consolidation. We'll see what pans out during the course of the next two years," Charlie Sartain, the chief executive of Xstrata Copper, told the CRU conference on Thursday.

Words like mergers, acquisitions and takeovers were among the most heard at the CRU and Cesco copper week, where potential buyers and sellers huddled in hallways and hotel lobbies.

More…

Now think about this as you take actions based on emotions based on the late afternoon manipulations of price, not on hard cold reasoning.
( Click on the link below to visit our website. )
http://www.jsmineset.com/

___
VG heron

Seit Wochen habe ich diese Aktien (Minco Base Metals) Stückzahlmässig in mein Depot eingebucht als Spinn off von Minco Gold....Kurs ist aber immer noch keiner hinterlegt, egal wie sehr ich auch suche, kann keine Börse finden an denen die Dinger gelistet sind und daher auch keinen Preis feststellen. Der Spinn off erfolgte im Verhältnis 5:1 also je 5 Minco Gold gabs eine Minco Base Metals....entweder bin ich blind oder zu dumm was dazu zu finden oder vielleicht beides

Bei Rochester gab es gestern einen Conference Call mit Parra. Zahlen wirklich nicht berauschend. Probleme in nicht geringer Anzahl .....parallelen zu Genco. Sie haben zwar mal nicht spontan auf die Schnelle einen Testabbau von niedriggradigernen Erzen über ein paar Monate durchgeführt wie die Helden von Genco , die Grades der verarbeiteten Erze waren aber in diesem Quartal auch niedriger als erwartet, darüber hinaus hatte sie einen Produktionsausfall wegen der Mill. Alles in allem passt das Quartal nahtlos in die Quartalsbereichte aller Juniorproduzenten derzeit.....das erwirtschaften von Gewinnen ist trotz der gestiegenen Preise für Gold und Silber wohl sehr schwer....zumindest wenn man grundsätzlich nie das durchführt was man plant oder in Aussicht stellt. Ich depp habe gestern in Erwartung besserer Zahlen noch aufgestockt Aber was solls, die liegen erst mal gut....stop loss gesetzt und bevor es anfängt richtig weh zu tun ciao....nichts desto trotz hoffe ich natürlich das es anders kommt.....grundsätzlich ist das das Gebiet der Minea Real hervorragend.

Hallo valueman,

RCT.TO

...ist noch Zukunftsmusik, zur Zeit noch RCT.V

Hauptgrund für die Kursentwicklung der letzten Tage sind rund 300.000 Warrants, die bis Ende der Woche eingelöst werden müssen. Dadurch wird viel billiges Papier freigesetzt.

Die Zahlen von RCT waren weder gut noch schlecht. Als nächstes kommen das AMEX-Listing und die Resourcenschätzung, dann dürfte RCT mehr beachtung finden.

VG heron

heron

Grundsätzlich bin ich für RCT.(V ) ja auch positiv eingestellt ich kann bloss dieses geschreibsel von den Juniors in Ihren Berichten nicht mehr lesen...wenn das nicht gewesen wäre, dann....aufgrund von ist leider.......usw. Eine echte Seuche im Moment, aber auch das geht vorbei

http://www.marketwatch.com/new…hartssymb=RCT&sid=2101212

sehr vielseitige und interessante Projekte. MC 32,5 Mio. CAD. Auf der Empfehlungsliste von Barry Allan (Kursziel 1,80 CAD) und Greg McCoach (Strong Buy).

Besonders hervorzuheben ist das Moly-Rhenium-Projekt Playter Moly .
W. David Sinclair, a geologist with the Geological Survey of Canada recently stated "Based on the reported Mo and Re assays - averaging about 0.1% Mo and 1.0 g/t Re - the rhenium content of the molybdenite should be about 600.0 g/t Re. This would make it potentially the largest vein-type deposit in Canada ......... and possibly one of the largest in the world of this type. It is a remarkable deposit."

hier noch ein paar Infos zu Rhenium

Grüße

@Eldo

ja Kursziele ich weiß, hätt ich besser Bewertungsansatz geschrieben Hab noch ein Afrikaschnäppchen für Dich: RVS.V. Teck Cominco kauft sich gerade für 3,5 Mio. Riverstoneaktien für jew. 0,60 CAD in das Ligidi-Projekt ein. Kurs RVS.V aktuell 0,36 CAD.

Grüße

Danke Lucky. ich seh schon, Afrika ist wieder am kommen... Kannst Du kurz sagen warum Schnäppchen? Hab mir nur kurz den Chart angeschaut, der kurz vorm Allzeithoch steht.

Grüße

@Eldo

Rusoro hab ich schon genug, aber diese Art von Finanzierung freut mich. Rusoro ist spottbillig gemessen an der Ressourcen-MC- Bewertung von aktuell ca. 34 USD/Unze. Und die neue Ressourcenschätzungen, die dieses Jahr kommen werden, werdenhöchstwahrscheinlich eine starke Steigerung bringen bei dem Bohrpogramm und den bisherigen Resultaten. Schaun mer mal, ich hab noch Zeit ;). Was mich beim letrzten QR gestört hat, war der erzielte Goldpreis von ca. 702 USD (16659 verkaufte Unzen und Erlöse von 11,7 Mio. USD). Gerade in Q1, wo das Gold von 800 bis 1000 USD gehandelt wurde. ich weiß allerdings das Rusoro 15% seiner Produktion der venez. Zentralbank anbieten muss und der Rest an lokale Händler verkauft wird. Daher wahrscheinlich der Abschlag.

@ Lucky

Danke für die Infos!

Grüße