Golden Minerals / AUM (TSX)

    Apex steht in meinen Augen klar vor dem nächsten Sprung!


    Technisch sieht sie hervorragend aus. Nach dem Ausbruch über die 18$ hat sie das Ausbruchsniveau bestätigt und dürfte nun schon bald über die 19$ Richtung 20-21$ steigen. Dort wartet eine stärkere Widerstandszone. Wieviel Gegenwehr dieser Bereich leistet, hängt sicherlich auch von den Shortteilnehmern ab. Bei einem weiteren Shortsqueeze (gehe ich von aus), dürfte der Widerstand locker genommen werden. Unten habe ich noch einmal die Anzahl der geshorteten Aktien aufgeführt. Die aktuellen Daten dürften nächste Woche kommen. Ich denke die Shortposition dürfte sich etwas abgebaut haben. Trotzdem werden wohl noch über 8 Mio.Aktien short sein. Momentan werden pro Handelstag rund 300.000 Aktien gehandelt. Heißt also, dass rund 25 Handelstage short sind. Nehme ich mal den Durchschnitt der geshorteten Aktien auf 1 Jahr, der bei rund 5 Mio.Stücken liegt, dann sind möglicherweise rund 3 Mio. von den 8 Mio. kurzfristig short.


    Frage: Wie wollen die bei einem Handelsvolumen von rund 300.000 Aktien 3-4 Mio.Aktien eindecken??? :rolleyes: Richtig, nur über deutlich steigende Preise! Bis zum Jahresende traue ich Apex Kurse von um die 27-28$ zu. Das wären vom heutigen Niveau rund 50%.
    Nach unten ist der Kurs durch die hohe Shortposition "abgesichert"!



    Shortzahlen:
    Aug. 15, 2007 9,142,746
    Jul. 13, 2007 8,226,058
    Jun. 15, 2007 4,386,705
    May. 15, 2007 4,465,824
    Apr. 13, 2007 4,637,827
    Mar. 15, 2007 4,363,004
    Feb. 15, 2007 4,659,938
    Jan. 12, 2007 4,723,308
    Dec. 15, 2006 4,846,033
    Nov. 15, 2006 5,543,136
    Oct. 13, 2006 5,373,657
    Sep. 15, 2006 5,516,684

    Heute kamen die neuen Shortzahlen für den Monat September!


    Ich lag mit meiner Vermutung vom 15.09 gar nicht so falsch, als ich schrieb, dass wohl noch über 8 Mio.Aktien short sein werden.
    Es sind 8,26 Mio.Aktien! Heißt für mich ganz klar, dass hier noch rund 3 Mio.Aktien kurzfristig short sind. Im derzeitigen Anstieg wurden "nur" rund 1 Mio.Aktien eingedeckt. Also gerade einmal 1/4! Heißt für mich, dass Apex durch weiteren Short Squeeze über den Widerstand bei 22$ steigen wird und dann auch Kurse von 27-28$ sehen wird. Dann muß man weiter sehen. Klarer Kauf!


    Sep. 14, 2007 8,261,570 426,290 19.38
    Aug. 15, 2007 9,142,746 453,840 20.15
    Jul. 13, 2007 8,226,058 537,994 15.29
    Jun. 15, 2007 4,386,705 974,174 4.50
    May 15, 2007 4,465,824 698,384 6.39
    Apr. 13, 2007 4,637,827 324,185 14.31
    Mar. 15, 2007 4,363,004 425,858 10.25
    Feb. 15, 2007 4,659,938 523,170 8.91
    Jan. 12, 2007 4,723,308 465,076 10.16
    Dec. 15, 2006 4,846,033 523,585 9.26
    Nov. 15, 2006 5,543,136 734,286 7.55
    Oct. 13, 2006 5,373,657 678,545 7.92


    LG
    ADERA

    Link: http://www.reuters.com/article…rticleId=UKT7600220070928




    UPDATE 1-Japan's Sumitomo Corp expanding metal portfolio
    Fri Sep 28, 2007 9:45am EDT
    (adds quotes, details throughout)


    By Yuko Inoue


    TOKYO, Sept 28 (Reuters) - Japan's Sumitomo Corp (8053.T: Quote, Profile, Research), said its 35-percent owned San Cristobal zinc, lead and silver mine in Bolivia, which made its first shipments last week, would likely yield net profit of $60-70 million in the next business year.


    The third-biggest trading company in Japan recently suffered a surprise $120 million quarterly hedging loss from the mine, one of the world's biggest developments in silver and zinc, owned 65 percent by U.S. mining and exploration company Apex Silver Mines Ltd (SIL.A: Quote, Profile, Research).


    That knocked down Sumitomo's net profit by 3.2 percent from a year earlier to 51 billion yen ($442.2 million) in the April-June first quarter.


    "We expect a net profit of 7-8 billion yen in the next business year," Mitsuhiko Yamada, Sumitomo's executive officer, told Reuters about the mine in an interview on Friday.


    Sumitomo, Japan's major copper producer, is boosting investment in non-ferrous metals betting on strong demand from emerging economies and Japanese high-tech companies who consume such metals. It plans to spend $550 million in the Ambatovy nickel project in Madagascar, one of the biggest nickel projects in the world.


    "We plan to diversify our asset portfolio and foster gold, silver, lead, zinc and nickel as our new earnings drivers while maintaining our strength in copper," Yamada, who duplicates as the general manager at the mineral resources division No.1, said. "We hope to take a stake of 25-30 percent in major projects and have a big say."



    RISKS


    But rapid consolidation among global major miners, surges in asset prices and the rising competition from China are making investments increasingly difficult for mining and trading companies in resource-poor Japan.


    "We are being forced to make forays in less developed areas with higher political and economic risks in search for assets," Yamada said.


    Forming alliances with global mining companies and government financial institutions is a vital strategy to diversify risks, Yamada said.


    The Ambatovy project, which is owned 40 percent by Canadian mining and energy company Sherritt International Corp (S.TO: Quote, Profile, Research), is the first instance Sumitomo linked up with South Korea's state-owned Korea Resources Corp, with each having a 27.5 percent stake.


    The project, due to start production in the mid-2010, has also secured $2.1 billion in financing from a broad range of government institutions in Japan, Korea and Canada, among others.


    Yamada said Sumitomo was considering accelerating the development of copper mines in the United States and Latin America to make up for a planned divestiture of its holdings in the Batu Hijau copper and gold mine in Indonesia.


    "Developments in African countries or Russia would be too time consuming due to a lack of infrastructure, for instance," he said.


    Foreign investors, including Sumitomo and Newmont Mining Corp (NEM.N: Quote, Profile, Research) of the United States, are obliged to gradually cut their stakes in the Indonesian mine to a combined 49 percent from around 80 percent now by the end of 2011 and to sell stakes to local interests.


    That will reduce Sumitomo's holdings in Asia's second-biggest copper mine to 16 percent from 26 percent.

    Über 20$ wird es lustig werden bei 8,2 Mio.Aktien auf der Shortseite!


    Lustig vor allem, bei aktuellem Handelsvolumen von um die 250.000 Aktien!
    Selbst dieses kleine Handelsvolumen hat die Aktie an die 20$ gebracht. Bei diesem Handelsvolumen bräuchte man 33 Handelstage(!) um die gesamten geshorteten Aktien einzudecken! :eek:
    Das wird natürlich so nicht passieren, es zeigt aber das Pulverfass...................


    Ich gehe davon aus, dass das Handelsvolumen durch Shorteindeckungen deutlich zunehmen wird und die Aktie Richtung 22$ treiben wird. Dort könnte es nochmal einen Rücksetzer bis etwas oberhalb der 20$ geben und dann könnte ein stärkerer Short Squeeze Apex bis auf 28$ treiben, wenn die 22$ überwunden werden.


    Solange die hohe Shortposition besteht, ist das Risiko in meinen Auge sehr begrenzt.


    LG
    ADERA

    Apex sieht weiter Klasse aus!


    Wichtig wird ein durchbrechen vom Bereich 21-22$. Darüber sind dann sehr schnell Kurse von 26-28$ drin. Man berücksichtige weiterhin die hohe Shortposition. Ich gehe nach wie vor davon aus, dass diese noch bei 7-7,5 Mio.Aktien liegt.

    The management of Apex Silver strongly believes that in order to achieve success in developing a new project, a mining company must secure strong support from the local community. This support is best earned through a focused and long-term corporate commitment that produces measurable improvement in the social and economic well-being of the community members.


    To put this strategy into action, Apex Silver has formed the San Cristobal Foundation. This foundation along with the Andean Development Bank, Rural Employment Authority, Vice Ministry of Tourism and members of the local community have undertaken a number of projects including:


    • Promotion and funding for sustainable commercial enterprises
    • Improvement of roads and infrastructure
    • Promotion of traditional values
    • Training and education
    • Support of local tourism industry
    • Waste management
    • Development and installation of new signage


    [Blockierte Grafik: http://www.apexsilver.com/images/ComputerClass.jpg]


    The initiatives undertaken by the Foundation have produced tangible results. A new privately-run hotel-restaurant called Mongo’s is in business welcoming visitors from all over the world. A Bike-Tour operator called Llama-Mama is conducting almost daily bicycle trips around local points of interest. To make these trips accessible to bicycle riders of various levels, Llama-Mama constantly builds new roads with the help of workers from local communities. A local school has a number of computers that enhance a multitude of study programs for children of San Cristobal. A greenhouse facility grows vegetables for local commercial consumption. The activities undertaken by the Foundation are far-reaching and multi-faceted.


    The San Cristobal Foundation is only one of several community projects instigated by Apex Silver in partnership with other organizations. Development of model towns such as Culpina K, Villa Villa, and Villa Alota have a shared effort between the company and a multilateral funding agency. The towns have benefited from direct investment in infrastructure improvements, promotion of local traditions and culture, tourism, training and education.


    Apex Silver first developed its strong relationship with the local community when, in order to facilitate the community's long standing desire to relocate, the company undertook to move the entire community of San Cristobal, including relocating its sixteenth century church and local cemetery, to a new nearby location. The project of moving the community to a new village, overseen by a group of archeologists, historians, members of the local community and company representatives, went without a glitch. The church was not only moved to a new site with some of its original materials, the interior was painstakingly and carefully removed and restored to its former glory. Even the cemetery was moved under the supervision of the local elders. The villagers welcomed newer larger houses and a new more modern school. Thus was established the enduring trust between Apex Silver and the local community.


    The efforts made by Apex Silver have far-reaching goals aimed at ensuring that the San Cristobal community can sustain itself beyond and outside of mining. This strategy, called sustainable development, is not new. It is traditionally implemented by responsible mining companies in preparation for future closure of their mines when their reserves have been mined out. What is new in the case of Apex Silver is the approach of starting sustainable development in advance of commencing operations. This approach, now commonly called the “San Cristobal Model”, has raised the standard for community involvement to a new level for the entire mining industry. The San Cristobal Model has become uniformly respected and widely recognized. For example, on July 5, 2004, the Latin American Mining Organization (OLAMI) awarded Minera San Cristobal S.A., Apex Silver’s Bolivian subsidiary, a Special Honorable Mention for Excellence in Social Management. This award was made in recognition of Minera San Cristobal’s sustainable development programs in the Province of Nor Lípez, Department of Potosí.

    Press Release Source: Apex Silver Mines Corporation


    Apex Silver Reports First Shipments of Concentrate From San Cristobal
    Monday October 22, 9:00 am ET


    DENVER--(BUSINESS WIRE)--Apex Silver Mines Limited (AMEX:SIL - News) today reported the first shipment of zinc concentrates from the San Cristobal mine in Bolivia. The initial approximately 3,500 dry metric tonne shipment of lead, zinc and silver bulk concentrate produced during the commissioning and startup of the plant left the port of Mejillones, Chile on September 22, 2007, with the first sale recorded in the third quarter. This has now been followed with a shipment of 9,100 dry metric tonnes of zinc concentrate to smelters in Asia on October 18, 2007. Concentrate shipments will continue as the plant ramps up to full production.


    As was announced, the San Cristobal plant reached mechanical completion in late June 2007 and began start-up commissioning in early July. Initial production was achieved during August. The company expects to reach the full production rate during the fourth quarter of 2007.


    Apex Silver, together with Sumitomo, which owns 35% of the San Cristobal mine, continues to be engaged in ongoing discussions with government representatives regarding various proposals to change mining taxation in Bolivia. To date there have been no changes to the existing mining tax regime.


    Apex Silver also announced that the San Cristobal project lenders had approved the updated operating plan and related credit facility amendments, which became effective in late September. The amendments include use of higher metals prices to determine compliance with certain financial covenants, adjustments to increase the mandatory cash flow sweep to 45% of excess cash flow and to require a larger percentage of principal to be paid in earlier years, the purchase by San Cristobal of at-the-money lead put options at a purchase price of approximately $10 million to protect the additional cash flow needed for the adjusted repayment schedule, and funding by Apex Silver of a $91 million margin account for the benefit of the two lenders holding the mandatory hedge positions. The margin account should decrease by 33% at the end of each of 2008, 2009 and 2010.


    The company is completing the determination of its third quarter financial results, which will reflect a non-cash loss of approximately $137 million for the quarter ended September 30, 2007, related to its metals derivative positions due to metals price increases in the third quarter.


    The company’s third quarter financial results may also reflect a negative mark-to-market adjustment to the carrying value of certain auction rate securities (”ARS”) held by the company. Apex Silver maintains a portion of its investments in ARS with investment ratings ranging from A to AAA. The ARS are floating rate securities with long-term nominal maturities of 25 to 30 years but they are marketed by financial institutions with auction reset dates at 7, 28, or 35 day intervals to provide short term liquidity. Beginning in August 2007 a number of ARS auctions began to fail and the company is currently holding approximately $71.6 million in ARS for which the reset auctions have failed. The failed auctions have resulted in higher interest rates being earned on these investments, but the investments currently lack liquidity. The company is currently evaluating the fair market value of the ARS it holds, and accordingly there could be a mark-to-market adjustment to the carrying value of those investments. Based on the company’s current cash and investment balances and expected operating cash flows, it does not anticipate that the lack of liquidity for the ARS will adversely affect its ability to conduct its business.


    Graham Buttenshaw has been appointed Vice President, Operations for the company. Mr. Buttenshaw was previously the Vice President and General Manager of the San Cristobal project. Mr. Buttenshaw has over 30 years of mining industry experience, including eight years with contract miners in various executive management roles and 22 years with major mining companies in technical, operational and executive management roles.


    Apex Silver is a mining exploration and development company. Its 65%-owned San Cristobal project is the world’s largest development in silver and zinc. The Ordinary shares of Apex Silver trade on the American Stock Exchange under the symbol "SIL".


    This press release contains forward-looking statements regarding the company, within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act, including statements regarding the timing of achieving the full production rate for the San Cristobal project, the release of the hedge margin account in future years, the company’s future liquidity, and the company’s financial results for the third quarter of 2007. Actual results relating to any and all of these subjects may differ materially from those presented. Factors that could cause results to differ materially include, problems or delays in operations, variations in ore grade and processing rates, problems in emerging financial markets, the company’s ability to meet its covenant obligations under its project finance facility and political unrest and uncertainty in Bolivia. The company assumes no obligation to update this information. Additional information concerning factors that could cause actual results to differ materially from those in the forward-looking statements can be found in the company’s Form 10-K filed with the SEC for the year ended December 31, 2006.


    Contact:
    Apex Silver Mines Corporation
    Jerry Danni, 303-228-0336
    Senior Vice President Corporate Affairs
    Source: Apex Silver Mines Corporation

    VANCOUVER, BRITISH COLUMBIA, Feb 21, 2008 (MARKET WIRE via COMTEX) -- Almaden Minerals Ltd. (CA:AMM) (AAU:
    almaden minerals ltd com) ("Almaden", "the Company") is pleased to announce that Apex Silver Mines Ltd. ("Apex Silver") has commenced a diamond drilling program on Almaden's wholly owned Viky silver lead zinc project located in western Coahuila State, Mexico. Under the terms of a February, 2007 option agreement between the companies, Apex Silver can earn a 60% interest in the property by making expenditures totaling US$5.6 Million and cash payments of $US1.35 Million over 5 years from the date of signing. J. Duane Poliquin, chairman and CEO of Almaden commented, "We are very pleased to have Apex Silver drilling our Viky project, one of the most exciting in our portfolio and we look forward to the results of this program."
    Almaden has received a 43-101 compliant technical report from Apex Silver outlining the first year of work and its plans for the current drill program. The drilling program will consist of a minimum of 2,000 meters designed to target IP chargeability and resistivity responses at depth and significant silver, lead and zinc values in rock chip and soil samples taken at surface. Further holes have been laid out contingent on results of the first phase of drilling.
    During 2007 Apex Silver took 363 samples, mostly of rock from outcrop and float, and alluvium. Of these 71 were rock channel samples taken over an average width of 2.21 meters (ranging from 0.4 to 7 meters), the analyses of which returned an average of 9.4 g/t silver (ranging from less than 0.2 to 153 g/t silver), 0.42% lead (ranging from less than 0.0002 to 11.4 % lead) and 0.38% zinc (ranging from less than 0.0002 to 5.79 % zinc). In addition 195 rock-chip samples were taken over an average width of 2.90 meters (ranging from 0.4 to 11.6 meters), the analyses of which returned an average of 16.5 g/t silver (ranging from less than 0.2 to 776 g/t silver), 1.22% lead (ranging from less than 0.0002 to 30.00% lead) and 0.53% zinc (ranging from less than 0.0002 to 14.35% zinc). These significant results, along with the geophysical survey results from the past work carried by Almaden, are interpreted by Almaden to be indicative of a high potential mineralized environment which is presently being drill tested.
    The 2007 Apex Silver work program was reviewed by Mr. Bob Blakestad, Vice President of Exploration for Apex Silver and a qualified person under the meaning of National Instrument 43-101. Apex Silver employed a quality control program which included the analysis of duplicates samples of coarse reject material at a separate laboratory. The samples were analysed at ALS Chemex labs of Vancouver, BC using industry standard fire assay, atomic absorption, aqua regia and ICP methodologies.
    About Almaden
    Almaden is a mineral exploration and development company with a track record of making new discoveries in Canada and Mexico. Almaden currently has an interest in 22 properties that are under active exploration. Almaden will continue with its successful business model of identifying new projects through grass roots exploration and managing risk by forming joint ventures with partner companies which then carry the cost of exploring and developing our projects. Almaden's grass roots exploration programs are designed to identify new mineral exploration projects in mineral terrains geologically permissive for world-class ore deposits. Almaden is seeking partners with the suitable business and geological resources to explore and assess the potential of these projects through drilling.
    On Behalf of the Board of Directors
    Morgan J. Poliquin, M.Sc., P.Eng.
    Statements contained in this news release that are not historical facts are forward looking statements as that term is defined in the private securities litigation reform act of 1995. Such forward -looking statements are subject to risks and uncertainties which could cause actual results to differ materially from estimated results. Such risks and uncertainties are detailed in the Company's filing with the Securities and Exchange Commission.
    The Toronto Stock Exchange and American Stock Exchanges have not reviewed nor accepted responsibility for the adequacy or accuracy of the contents of this news release which has been prepared by management.


    Contacts:
    Almaden Minerals Ltd.
    Morgan J. Poliquin, M.Sc., P.Eng.
    President
    (604) 689-7644
    (604) 689-7645 (FAX)
    Website: http://www.almadenminerals.com


    SOURCE: Almaden Minerals Ltd.


    http://www.almadenminerals.com

    Apex Silver Provides Operations Update
    DENVER--(BUSINESS WIRE)--Feb. 25, 2008--Apex Silver Mines Limited (AMEX:SIL) today provided an update regarding the San Cristobal mine, exploration activities and organizational changes. The company expects to release its 2007 earnings and file its report on Form 10-K for the year ended December 31, 2007 on February 29, 2008.



    http://phx.corporate-ir.net/ph…int&ID=1111660&highlight=

    Auf den ersten Blick recht gute Zahlen von Apex!


    Umsatz 4.Quartal 45,93 Mio.$ Vorjahr: 0,00
    Gewinn 4.Quartal 2,86 pro Aktie Vorjahr: -5,85 Verlust pro Aktie


    Schätzung für das 4.Quartal waren nur 83 cent pro Aktie Gewinn!


    Gesamtjahr 2007:
    Umsatz: 45,93 Mio.$ Vorjahr: 0,00
    Gewinn: 20 Cent pro Aktie Vorjahr: -9,09 Verlust pro Aktie


    Schätzung für 2007 lagen bei -1,86 Verlust pro Aktie!


    http://knobias.com/story.htm?e…f6401b2ee8af143ff18df01fe



    LG
    ADERA

    Thursday , February 28, 2008 13:00ET

    Apex Silver Mines Ltd (Amex: SIL) is scheduled to release its Q4 financial results on February 29, 2008, during market hours (DMH).


    CONSENSUS ESTIMATES:


    Q4 Revenue: $-59.00 million
    Q4 EPS: $-0.28 per share


    FY Revenue: $-59.00 million
    FY EPS: $-0.40 per share


    PREVIOUS PERIOD:


    Prev Q4 EPS: $-0.07 per share


    Prev FY Revenue: $0.00 million
    Prev FY EPS: $-3.42 per share



    Nach den Zahlen ist Apex ein Strong Buy! Wurde/wird zu negativ gesehen!


    LG
    ADERA

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