Novagold Resources / NG (TSX, AMEX)

Aha ein Edel Igel Tja ich konnte zumindest den heutigen Rücksetzer kaufen
Jedenfalls dürfte es keine Zitterpartie werden, NG äusserte sich heute hier:

Zitat

TORONTO, Dec 17, 2008 (Reuters via COMTEX) NovaGold Resources is in talks on refinancing a $20 million bridge loan that is key to its ability to stay solvent, and the company is optimistic it will get a deal done, an official said on Tuesday.

ickeunder: Aufgrund der letzten news würde ich beim nächsten Einbruch wieder rückkaufen. Ansonsten schau Dich doch in den threads um: Rubicon, Metanor alles seriöse Juniors. Wenn das zu risikoreich erscheint dann halt Yamana, Agnico Eagle. Und auch die Zijin halte ich wieder für sehr aussichtsreich. Ist hier wohl nicht so bekannt, aber die Chinesen machen derzeit schöne Gewinne und sind auf Einkaufstour. Nebenbei wird die Zijin vermutlich eine der Hauptlieferanten für das chin. Zentralbankgold werden. Wenn auch das zu riskoreich ist dann vielleicht Royalties?
Schnellvielgeldzocks hab ich aber leider auch nicht anzubieten. Plane zumindest über mehrere Monate und bin froh wenn zumindest ein Doppler dabei ist.
Wichtig ist aber weiterhin die Märkte im Auge zu behalten und rechtzeitig wieder auszusteigen - die Finanzkrise ist längst nicht vorbei und wir könnten nächstes Jahr wieder neue Tiefststände haben.

Naja alte Höhen vielleicht nicht mehr aber es ist noch Luft nach oben: die berechtigte Hoffnung auf weitere Finanzierung + durchaus realistische Übernahmeszenarien + der schnelle Anstieg beim POG haben zusammen als Turbo fungiert. Womit auch klar sein sollte was geschieht wenn einer der Faktoren wieder wegbricht.
Aber auch andere Minen haben heute ihre längst verdiente Aufwertung erlebt.

Zumindest kurzfristig ist die weitere Finanzierung gesichert: NG äusserte sich heute endlich dazu:

Zitat

December 19, 2008 - Vancouver, British Columbia - NovaGold Resources Inc. (the “Company” or "NovaGold") (NYSE Alternext, TSX: NG) is pleased to announce that it has entered into an agreement with Auramet Trading LLC. (“Auramet”) to extend the maturity date on any portion of the Company’s $20 million bridge loan not paid back by December 29, 2008 to March 13, 2009.

Ist ja schon mal ein Anfang

das ist die rettung!
+18% aktuell
wie diese kapitalerhöhung rechtlich über die bühne gelaufen ist, ist mir aber nicht ganz klar, gerade hinsichtlich der altaktionäre...

January 2, 2009 - Vancouver, British Columbia- NovaGold Resources Inc. (the “Company” or "NovaGold") (TSX: NG, NYSE Alternext: NG) announced today that it has entered into a definitive agreement with Electrum Strategic Resources LLC (“Electrum”) providing for the sale to Electrum on a private placement basis of 46,153,847 Units for a purchase price of US$1.30 per Unit, for aggregate gross proceeds of US$60million. Each Unit consists of one common share of NovaGold and one common share purchase warrant of NovaGold (“Warrant”). Each Warrant entitles the holder thereof to acquire one common share of NovaGold for an exercise price of US$1.50 prior to 5:00p.m. (Toronto) on the fourth anniversary of the closing date.
Electrum Strategic Resources LLC is a New York-based private company. It is a member of the Electrum Group of Companies, which holds one of the largest and most diversified portfolios of precious metals exploration projects in the world. Upon closing of the proposed financing, Electrum would become NovaGold’s largest shareholder owning approximately 30% of the issued and outstanding common shares of the Company and would own approximately 46% if all Warrants were fully exercised.
“We are pleased to enter into a strategic alliance with NovaGold,” said William Natbony, Electrum Strategic’s Chief Executive Officer. “Our team is looking forward to working with NovaGold's management to develop the company's impressive mineral endowment, one of the largest in the world. The company is exceptionally well positioned to advance its operations along the value chain and maximize the returns for all shareholders.”
“We believe that Electrum’s strategic alliance with NovaGold recognizes the tremendous value of the Company’s key assets – its 50% stakes in two of the largest undeveloped gold and copper-gold deposits in the world,” said Rick Van Nieuwenhuyse, President and CEO of NovaGold. “This investment substantially strengthens NovaGold’s balance sheet and provides funding for the Company’s on-going commitments to advance our key projects toward development. This source of funding will also allow the Company to look at new opportunities that can provide future growth for the Company.”
The net proceeds of the offering are estimated to be approximately US$59 million and will be used to repay outstanding principal and interest owing under the US$20 million bridge loan from Auramet Trading, LLC, to finance continuing exploration and development activities at NovaGold’s Donlin Creek gold project in Alaska, and the Company’s Galore Creek copper-gold project in British Columbia, and to further examine, develop and, if warranted, re-activate the Rock Creek Mine near Nome, Alaska and for general corporate purposes.
Electrum will have the right, for four years, to participate pro-rata (on a fully-diluted basis) in any future offering by NovaGold of equity securities or any securities which are exercisable, exchangeable, or convertible into equity securities so long as Electrum and its affiliates own more than 15,000,000 shares of the common shares of NovaGold. This right of participation is subject to certain exceptions including exceptions relating to a grant or exercise of options issued under the Company’s stock option plan, issuances of common shares on the exercise of outstanding warrants and convertible securities, issuance of securities in connection with a strategic acquisition or transaction by NovaGold, the primary purpose of which is to not raise equity, and the issuance of securities in connection with an investment by, or partnership or joint venture with, one of more strategic investors. Any exercise of such rights will be subject to applicable Toronto Stock Exchanges rules. NovaGold has agreed to enter into registration rights agreements with Electrum at closing under which Electrum may require NovaGold to qualify certain common shares for distribution in Canada and/or the United States. NovaGold has agreed to provide Electrum with the right to designate an observer at all meetings of the board of directors of NovaGold and any committee thereof so long as Electrum and its affiliates hold not less than 15% common shares. Electrum has agreed to vote its common shares at the 2009 Annual General Meeting of NovaGold in favour of management’s nominees to the Company’s board of directors or to abstain from voting on such matter
The completion of the offering is subject to a number of conditions including obtaining any required regulatory approvals including approval of the Toronto Stock Exchange (“TSX”) and the NYSE Alternext. The issuance of the 46,153,847 common shares to Electrum at closing (which represents 42.9% of the currently issued and outstanding common shares of 107.5 million shares) would result in Electrum owning approximately 30% of the then issued and outstanding share capital of 153.7 million shares. If all of the proposed 46,153,847 Warrants were exercised for an additional aggregate exercise amount of US$69,230,770 (for combined gross proceeds of approximately US$129 million), it would result in the issue of a total of 92,307,694 common shares (representing 85.85% of the currently issued and outstanding common shares of NovaGold) resulting in Electrum owning approximately 46.2% of the common shares of NovaGold. The Warrants contain customary anti-dilution provisions in the event of certain corporate reorganizations or issuances of securities by the Company to all its shareholders.
Under the TSX Company Manual shareholder approval would be required as a result of the number of common shares issued pursuant to the offering being in excess of 25% of the currently issued and outstanding common shares of the Company and as a result of the offering materially affecting control of NovaGold. NovaGold has applied to the TSX under the provisions of Section 604(e) of the Company Manual for an exemption from securityholder approval requirements. NovaGold’s board of directors, who are free from any interest in the offering, are unrelated to Electrum and have authorized such application, have concluded that NovaGold is in serious financial difficulty, this offering is designed to improve NovaGold’s financial situation and this transaction is reasonable for NovaGold in the circumstances. The transaction, which is also subject to pre-merger notification requirements under the Competition Act (Canada), is expected to be completed in early January 2009.
As a consequence of relying upon the financial hardship exemption under Section 604(e) of the TSX Company Manual, the TSX has informed the Company that it will, in the ordinary course, commence a de-listing review. The Company believes that, upon completion of the offering, it will be in compliance with all of the TSX listing requirements.
The Company has had discussions with a number of additional investors about participating in the offering on the foregoing terms for up to an additional US$15 million. No binding commitments have been entered into with such investors. Any such additional investment will be subject to TSX and NYSE Alternext approval.
About NovaGold
NovaGold is a precious metals company focused on exploration, development and mining, with properties in Alaska and Western Canada. NovaGold has a 50/50 partnership on the Donlin Creek gold project in Alaska, one of the world’s largest gold deposits, with Barrick Gold (NYSE, TSX: ABX). The Company also has a 50/50 partnership on the Galore Creek copper-gold-silver project in British Columbia with Teck Cominco (NYSE, TSX: TCK). NovaGold owns 100% interest in the Rock Creek, Big Hurrah and Nome Gold deposits in Nome, Alaska. NovaGold has one of the largest resource bases of any junior or mid-tier level producing gold company. NovaGold trades on the TSX and NYSE Alternext under the symbol NG. More information is available online at http://www.novagold.net or by e-mail at info@novagold.net.
About Electrum
Electrum Strategic Resources LLC is a member of the privately-held Electrum Group of Companies which is involved in precious metals exploration and development around the world. Other members of the Electrum Group include Electrum Ltd., which holds one of the world’s largest and most diversified exploration portfolios comprising over 100 projects located in 16 countries in the Americas, Africa, Asia and Eastern Europe; Electrum Strategic Holdings LLC, which owns a strategic stake in a portfolio of exploration and development properties in Eastern Europe; and Electrum USA Ltd., headquartered in Denver, Colorado, which manages the Electrum Group's exploration and development activities.

Lt. Big Charts- aber wohl zu schön , um wahr zu sein!

Wer hat Info?

Lady

4 CAD sind angeknabbert durch!

Ich lass vorläufig mal die charts und entscheide nach Bauchgefühl : Halten! Und bei Rücksetzern nachkaufen - vielleicht bietet der 4.5CAD level eine Chance zum Nachkauf.
Die Finanzierung ist durch, trotz Verwässerung. Ich wüsst nicht welcher Explorer und Fastproduzent derzeit besser wäre. Hat derzeit hohes Volumen und hielt sich auch bei den kleinen POG Rücksetzern der letzten Tage brav oben. Mein derzeitiger Liebling Yamana war da viel volatiler ...
Ich meine die haben auch was vorzuweisen - ist ja kein pusherwert wie De Beira [smilie_happy]. Auch diesmal wurde im letzten Moment Geld herbeigezaubert, also sind sie zumindest Finanzierungskünstler. Also wenn die sich jetzt nur ner bisschen am Riemen reissen haben wir bald wieder die Feb Vorjahreskurse.
Hmm, bin wohl doch ein bisschen euphorisch. Hoffentlich bin ich kein Kontraindikator

Nun, wo Licht dort auch Schatten.

Zitat

Many of the small “junior” gold companies will go under with no cash flow and credit being hard to get. Only a few will remain, NovaGold will not be in this select group.

Natürlich war ich nicht vor Ort noch kenne ich Derrick Leedy und seine Interessen, aber es scheint NG ist nicht so ganz willkommen. Die bekannten Infrastrukturprobleme bei Donlin Creek werden nochmals angesprochen.
Think long, hard about risks of Donlin Creek

Dann sind da noch die merkwürdigen Insidergeschäfte vom letzten Dez wobei das Managment viel zu billig verkauft hat nur um Wochen später teuer rückzukaufen. Was Electrum genau vorhat ist wohl auch noch keinen outsider klar. Nein, schon klar: Making money - aber haben die jetzt langfristige Interessen oder ging es nur darum einen Wert zu pushen. Man könnt ja fast meinen ... Sobald wir vom POG keinen support mehr bekommen sollte man seeehr auf der Hut sein. Wenigstens bin ich wieder runter von meiner Euphorie

Faber Says Buy Gold Explorers Backed by Miners (Update1)

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By John Kipphoff
March 5 (Bloomberg) -- :S:d1" wcf_href=http://search.bloomberg.com/search?q=Marc+Faber&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>

Marc Faber, the investor who advised buying gold in 2001 before it tripled, said he owns Ivanhoe Mines Ltd., NovaGold Resources Inc. and Gabriel Resources Ltd. because explorers will gain the most as bullion rallies.
Commodities will be the first assets to rally when growth returns after a credit collapse led to the worldwide recession, Faber said. Small explorers backed by larger miners are less expensive than the bigger firms themselves and have the financial support to stay in business should the economy worsen, he added.
Precious metals will climb as other assets decline, Faber said. The 82-company Bloomberg World Mining Index advanced 31 percent since falling to a four-year low on Nov. 20 and prices for the metal climbed 21 percent through yesterday, compared with a 6.4 percent decline in the MSCI World Index of stocks. Yields on 10-year Treasuries dropped 1.3 percent in the same period.
“The mining stocks, especially exploration companies, are relatively attractive, but you have to buy the ones that have a strong backer,” Faber, 63, said in an interview in Toronto. “A lot of companies will run out of money. The ones that have a strong backer will be OK.”
NovaGold, which is collaborating on projects with Barrick Gold Corp., the largest bullion miner, added 8.4 percent to C$3.60 today on the Toronto Stock Exchange. Ivanhoe fell 2.1 percent to C$5.63. It’s developing a copper and gold deposit in Mongolia with Rio Tinto Group, the world’s second-largest iron ore producer. Gabriel, whose second-largest shareholder is Newmont Mining Corp., the top U.S. gold company, declined 5.6 percent to C$2.55.
Doom and Gloom
Faber, the publisher of the Gloom, Boom & Doom report, advised buying gold at the start of its eight-year rally, when it traded for less than $300 an ounce. The metal topped $1,000 last year and traded at $927.80 an ounce today. He also told investors to bail out of U.S. stocks a week before the so-called Black Monday crash in 1987, according to his Web site.
Faber said that he owns Brazil’s Cia. Vale do Rio Doce, the world’s biggest iron-ore producer, and sold Newmont, which rallied 88 percent from a six-year low on Oct. 27.
To contact the reporter on this story: :S:d1" wcf_href=http://search.bloomberg.com/search?q=John+Kipphoff&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>John Kipphoff in Toronto at jkipphoff@bloomberg.net.
Last Updated: March 5, 2009 17:10 EST

Marc Faber empfiehlt erneut Novagold:

http://nachrichten.finanztreff…,0,sektion,rohstoffe.html

hier ein Zitat, das gesamt Interview sollte man sich dennoch anschauen!

Zitat

Die Sektoren Energie und Bergbau seien besonders interessant. Auch Goldminen seien sehr interessant, da sie günstig sind. Auch große Ölkonzerne oder Gasproduzenten seien attraktiv, da nicht hoch bewertet. Bei den Goldminen seien Newmont Mining und Freeport McMoran attraktiv. Novagold-Anteile, die derzeit bei 5,15 Dollar notieren, könnten möglicherweise bis auf 15-17 Dollar steigen. Cheasapeake Energie könnten ebenfalls deutlich steigen, wenn die Erdgaspreise sich einmal erholten. Exxon Mobil sei ebenfalls interessant, wie auch andere große integrierte Ölkonzerne.

PROJECTS REQUIRE EXTERNAL FINANCING

Despite C$51.4m loss, NovaGold consider Rock Creek start-up

While
NovaGold's Donlin Creek and Galore Creek projects are in a holding
pattern, the company is pondering the possibility of re-starting its
Rock Creek project.

Author: Dorothy Kosich

Posted:
Wednesday
,
14 Oct 2009

RENO, NV -

Although
NovaGold reported a C$51.4 million loss for the first nine months of
this year, the Vancouver-based junior said it is "currently examining
the potential to recommence the start-up process at the Rock Creek
project."

Nevertheless, the company cautioned it will need "external financing
to develop and construct its properties and to fund the exploration and
development of its other mineral properties in future years."

For the nine-month period ended August 31, 2009, the company
reported a net loss of $51.4 million or negative 30-cents per share
compared to net earnings of $2.6 million or 2 cents/sh for the same
period of last year. For the third quarter of this year, the company
reported a net loss of $18.1 million or negative 10-cents/sh, compared
to net earnings of $1.6 million or 2-cents/sh for the third-quarter
2008.

In its property review section of its financial statement, the
company said $23.8 million was spent for geotechnical drilling for the
location of mine facilities, environmental baseline data collection,
pre-permitting community advisory meetings and various optimization
studies at its Donlin Creek gold property in Alaska. NovaGold
contributed 50% toward the expenditures.

The Galore Creek Mining Corporation is considering a more aggressive
spending program next year "to advance the project towards a
construction decision," on the copper-gold-silver project in British
Columbia, NovaGold said. During the first nine months of this year,
joint venture partner Teck funded $10.4 million for a program primarily
focused on roadwork.

Expenditures at the Rock Creek gold project in Alaska for the first
nine months of this year totaled $12.5 million, which were totally
funded by NovaGold. A care and maintenance team is working to protect
the infrastructure and investment on site to resume start-up activities
should NovaGold decide to put Rock Creek back into production.

NovaGold does not plan to commence development or construction at its Donlin Creek and Galore Creek projects this year.