Silber Companies - Liste und Neues

Grandich vom 3.7.: gefällt mir gut. Am besten lesen!

http://www.kitco.com/ind/grandich/jul032006.html

Daraus:

I’m not going to publish the quotes or the names of these folks who went from bulls to bears literally overnight because I’ve made enough erroneous forecasts to last a lifetime myself. But it is critical to recognize how fast we went from severely overbought to oversold, yet gold didn’t violate any long-term uptrends or see any significant changes in the bullish fundamentals that remain intact. The good news is (for those of us on the long side), that most of these folks now bearish will not have the intestinal fortitude to reverse their positions again or anytime soon. This can help prevent us getting frothy again too soon.

Silver

It’s usually more volatile than gold and recent history has been no exception. But thanks to its “kissing-cousins” relationship with gold, one can’t see new all-time highs for gold and not think that silver will at least track gold up percentage-wise. (In fact, it can lead at times).

I believe 2006 should signal the cyclical highs for metals like copper, zinc, nickle and the like. It doesn’t mean they collapse, but their upside is limited if not already fulfilled while precious metals and uranium have clear sailing ahead (outside of the secular bull market corrections we’ve endured so far).

THE ONLY PARTY THAT DOES NOT KNOW THE U.S. DOLLAR IS DEAD IS THE U.S. DOLLAR

Mining Shares

Let’s first remember to separate actual producers (and emerging producers) from exploration companies (“Hopes and Dreams, Inc.”).
....
Don’t assume that a metal price going up automatically translates into a mining company stock doing better. There are many factors influencing the miners that weren’t around (or weren’t acute) in the past bull markets.

It’s been my feeling that the junior resource market is likely to have a good run in the second half of 2006. I think the next 30-60 days is a period of accumulation and a good run up in the juniors should unfold as Fall arrives. But as always, selectivity will be key (more on this in future issues).

Grandichs letzte Empfehlungen:
http://www.grandich.com/newsletter-GL.htm

Grüße
Tschonko

@edel,
ähnliche wappen haben bis zu 7 sterne.
Kann auch was mit freimaurersymbolen zu tun haben.
Ich glaub, weniger ist mehr. Also sind deine 2 beachtlich.

Die Wahl in Mexico hat die Minen auch etwas beeinflusst:

Nun wurde vier Tage nach der Präsidentenwahl der konservative Regierungskandidat Felipe Calderon zum Sieger erklärt .
Eine Nachzählung bestätigte den hauchdünnem Stimmenvorsprung, den allerdings Obrador mit einer Einzelnachzählung per Gericht anficht.

Nur meines Wissens ist das in Mexico nicht vorgesehen.

http://www.ftd.de/politik/international/93924.html

Gut für die Minen, könnte ein paar Prozentpunkterl bringen.

Nach wie vor gibt es hier ausgezeichnete Möglichkeiten mit ein paar Überfliegern.

Im übrigen möchte ich mich für die nächste Zeit verabschieden.
Macht´s es guat, aber nicht zu oft!

Grüße
Tschonko

Meldungen: Golden Phoenix, Portal, Golden Arrows, Great Panther

http://biz.yahoo.com/prnews/060707/laf019a.html?.v=1
http://biz.yahoo.com/ccn/060706/200607060336642001.html?.v=1
http://biz.yahoo.com/iw/060706/0142012.html
http://biz.yahoo.com/ccn/060707/200607070336865001.html?.v=1

UND: TBLC.PK is no longer valid. It has changed to TBLC.OB
also Timberline. da gab´s auch interessante News in letzter Zeit.

@edel,
nö, nichts Ernstes
nur ein bisserl Meerluft schnuppern.
Und dann Exercitien in bergnaher Gegend in der Einschicht.

Nichts ist´s geworden mit den paar Prozenterln in Mexico.

Du haust einiges von den Käufen um den 13.6. wieder raus.
Sicher keine schlechte Idee. Könnt ich auch bei GAM und Atna machen.
Weiß noch nicht so recht.

Zwar kein reiner Silberplay aber auch interessant. Soho. SOH.V
Liegt auch im Metallgürtel Mexicos.

Ein reiner Silberplay aus China ist:
SPARTA HLDG CORP. DL-,001 (0,96 / 3,23 %)
ISIN: US8465871031
WKN: A0ESWY

Muss man erst abklopfen, könnt auch ein "Leger" sein.

Grüße
Tschonko

gutso,
interessant, da müsste man sich mal genauer unterhalten.
Wichtig wird sein, ob die Juni tiefs halten.
Wenn nicht, neue Verkaufswelle und spitzen tips zum Einkaufen, wozu man allerdings cash braucht.

Interessantes zu Ecu:
Neue Kreditlinie. Die zahlen jetzt fast die Hälfte weniger (15% vorher).
Jetzt nur mehr 8% od. Umwandlung in Shares innerhalb 2 jahren zu 5C$.
Als Producer wirkt sich das besonders gut aus.
Kreditgeber rechnet auch mit höherem Kurs, siehe Umwandlung.

Der vorteil dieses geschäfts wird erst in ein bis 2 Jahren voll zu sehen sein. Aber dann kann sich eh keiner mehr erinnern.

Hätt ich nicht auf die letzte News zu vorschnell zu 2,1€ nachgekauft, wär es spätestens jetzt so weit. Unabhängig der allgemeinen Rahmenbedingungen!

ECU Silver Mining Inc.: Press Release-Debt Refinancing
Thursday July 13, 5:52 pm ET

TORREON, COAHUILA--(CCNMatthews - July 13, 2006) - ECU Silver Mining Inc. (TSX VENTURE:ECU - News; the "Company") is pleased to announce that it has reached a definitive agreement with IIG Capital LLC ("IIG") pursuant to which the Company will refinance its current line of credit with IIG bearing interest at 15% per annum. Under the terms of the new agreement, the Company will issue to IIG a US$5,000,000 convertible five-year debenture bearing interest at 8% per annum (the "Debenture"). If the Debenture is converted by IIG within the first two years following its issuance, it will be convertible into units ("Units"), at a price of CDN$4.25 per Unit. Each Unit will consist of one (1) Common Share of the Company ("Common Share") and one-half (1/2) of a Common Share purchase warrant (a "Purchase Warrant"), with each whole Purchase Warrant entitling IIG to acquire one (1) Common Share at a price of CDN$5.00 at any time before the expiry of two (2) years following the date of issuance of the Debenture. If the debenture is converted after the initial two years following its issuance, it will be convertible into Common Shares at a price of CDN$4.25 per Common Share.
Subject to the approval of the TSX Venture Exchange, accrued and unpaid interest on the principal amount of the Debenture may be converted at the option of the Holder; provided that if the market price of the Common Shares at the time of the request for conversion is less than CDN$4.25, the Company may, at its discretion, pay such interest in cash instead of securities. If such conversion takes place within the first two (2) years following the issuance of the Debenture, the interest will be convertible into units comprising of one (1) Common Share and one-half (1/2) of a Common Share purchase warrant exercisable for a period of two (2) years following its issuance; thereafter, it will be convertible into Common Shares. The issuance price of the units and the Common Shares, as well as the exercise price of the purchase warrants, will be equal to the market price of the Common Shares at the time of conversion, less, in the case of the issuance prices of the units and the Common Shares, the maximum discount permitted by the TSX Venture Exchange.

The remaining portion of the existing line of credit with IIG, being approximately US$5,000,000, will be transformed into a one year loan bearing interest at a rate of 10% per annum.

"We would like to thank IIG for their continued confidence and support in our Company over the past eight years," noted Michel Roy, President and Chief Executive Officer of ECU Silver Mining Inc.

The issuance of the Debenture is subject to approval of the TSX Venture Exchange.

Diese Seite:
http://www.silverminers.com/
mit dem jeweils neuesten David bond

Silver Fundamentals aus der EDR Homepage:
Einige interessante Tabellen u. Charts auch zu primare silver producers wie Silver wheaton, EDR, FR.....
Ein Muss, sollte man sich speichern.

http://www.edrsilver.com/i/pdf…entalsBookletJuly2006.pdf

Grüße
Tschonko
(bis nächstes Wochenende!)

Wieder Spitzenresultate bei ECU:
ECU Silver's Current Workings Average 12.85 g/t Au and 468 g/t Ag over 0.44 metres from 106 samples at Santa Juana Mine
Wednesday July 19, 4:49 pm ET

http://biz.yahoo.com/ccn/060719/200607190338623001.html?.v=1

IMPACT Silver kauft ein: Sehr positiv!

These transactions give IMPACT 100% ownership at its Royal Mines of Zacualpan Silver Project of all previously optioned assets in the district with no underlying royalties or lease payments.

http://biz.yahoo.com/ccn/060719/200607190338566001.html?.v=1

T.

snowflyer,
wollt ich auch soeben posten. Dein Beitrag wurde nicht angezeigt.
Wie so oft im Board......

In einer halben Stunde wird wieder gehandelt. 12:30
Bei UC sind viele short.
Nachricht ist insofern stark, da die Bohrung unter das bisherige bekannte historische Niveau ging und sich herausstellt, dass da was ist.
No, na!
Bei der Größe vom Coalquin Gebiet darf man hochrechnen und sich freuen.
Nur ich glaub, die werden wieder mal ein, zwei tage brauchen, bis sie das gecheckt haben.

Mich als UC Halter freut´s.

Grüße
Tschonko

Hallo,
wenigstens 10% gestern bei UC.
Es ist zwar nur eine Bohrung, aber die anderen werden nichts anderes erbringen. D.h., erhebliche Ausweitung........

Mike Kachanovsky lese ich ganz gern.
Da gibt es mal diese seite
http://www.smartinvestment.ca/html/new_main.html

und das, was er zu UC geschrieben hat.
Seine bisherigen Berichte beim ersten Link studieren und den
Zeitpunkt...........

Mexico Mike

I launch my Mexico Junior Miner Portfolio with UC Resources Ltd.

While junior mining companies as a sector have performed well during this resource bull market, I believe that Mexico represents some of the best opportunities in the world for investors. A wave of capital has begun flowing into the country, deployed by Canadian listed juniors with aggressive, experienced management teams that are acquiring new projects. And there have already been several exceptional success stories. It is my opinion that some of the top performing stocks in the years ahead will come out of Mexico, however this opportunity remains largely off the radar for most investors.

I have been fortunate to be able to visit several projects under development in Mexico recently, to see for myself the richness of mineral wealth, and the favourable situation that is at hand to assist these companies. Most of the projects remain grossly under explored, and there is enormous untapped discovery potential. So I have chosen to specialize my interests in Mexico junior mining stocks, and I am pleased to present some of the companies in this regular feature as Mexico Mike.

The Mexico Mike Portfolio is a model portfolio that will be constructed to illustrate the performance that can be achieved with strategic investments in junior mining companies that are active in that country. The objective will be to generate capital gains through a balanced approach. Positions will be established in exploration companies for asset value appreciation at the discovery level, and in producing juniors for their growth potential. I will update the performance of this model portfolio on a regular basis.

Real estate brokers will be quick to tell you, the three most important criteria for success are: location, location, and location. Well, in the mineral exploration game, the same mantra applies. In the regions of the world that are most prospective for new discoveries, property holdings usually come at a premium. That is one of the reasons that Mexico is so attractive for junior mining companies at this point in the cycle. The country has a long history of mining activity yet remains grossly under explored, and some exceptional projects are changing hands at bargain prices compared with those in other higher profile mining camps in North America. Recognizing this, several Canadian listed junior explorers are aggressively seeking new acquisitions in the country. The investors that are able to buy property-rich juniors now will find themselves well positioned as the best available projects are snapped up and the market awards a higher valuation to those companies able to advance from development to production.

The management team at UC Resources Ltd is very much aware of the opportunity that Mexico presents, and they have been busy to make the most of it. Richard Hamelin, President, CEO, and Director, is a full time resident in Mexico, and was brought in to spearhead the company strategy to grow rapidly via acquisition. His personal contacts and local knowledge of the mining sector have been of assistance to ensure that UC is able to select the available projects with the best potential, and his financial background, along with William Elston, Vice President of Corporate Development, have enabled the company to raise the capital necessary to fund their strategy.

In the summer of 2005 UC closed a deal to acquire the Mexican subsidiary of Planet Exploration, Minera Planet S.A. de C.V., to gain 100% control of the Copalquin Project. Located in the rugged foothills of the Sierra Madre mineralogical belt, in the Northwest corner of Durango, Copalquin is a large package of patented mineral claims, with a long history of past production from numerous shallow mines. A satellite survey of the entire district was also commissioned, and the data outlined numerous high priority targets lying beyond the limits of their project. UC was quick to extend its property holdings via staking to include these new zones, and the company now controls a massive continuous district at Copalquin amounting to over 640 square kilometres. Management is convinced they have something special at Copalquin, and they wanted to be sure to lock up all of the areas that may be part of the large mineralized system they believe exists on the property.

The character of the properties show large zones of intensely altered geology hosting finely disseminated silver and gold values, surrounding a number of very high grade occurrences including the past producing mines at Copalquin. In light of the success that has recently been achieved by companies like Gammon Lake Resources and Alamos Gold, where large systems of lower grade resources were demonstrated to be economically viable, the decision was made to go with a regional exploration approach at Copalquin. A review of all the data from past exploration activity, along with a recent sampling and mapping program, has convinced management that strong potential exists for the discovery of a district scale, low grade epithermal system that could be suitable for open pit mining. UC Resources is now the first company to apply a systematic, modern exploration program encompassing the entire region.

The challenge for the company geologists will be to prove up a high enough total tonnage of resources to feed a large mining operation with an average grade that would be profitable to process. And there are no shortage of targets that warrant follow-up exploration work. The terrain is undulating and somewhat challenging from a logistical point of view, but road construction has prepared access routes and drill pads to support the program. Infrastructure development will become a greater priority based on the success of the preliminary exploration work.

The company recently completed Phase II drilling work, targeting areas that have never been tested by the drill bit. The first assays from this program yielded wide intervals of lower grade gold and silver. At the end of June UC reported hitting a significant high grade zone near the workings of a dormant past producing mine. The geologists logging the drill core reported the presence of visible gold, and the assays are pending. These positive results from the current drilling program validate the exploration model for Copalquin and improve the speculative odds for a new, large scale discovery on the property. Phase III is scheduled to commence in the fall of this year.

The ongoing exploration work that will be necessary in order to advance discovery will require a large amount of capital funding. And there remains no guarantee that the work will be successful to find anything of value. In order to diversify their interests, UC management decided to go after additional acquisition targets that would have the potential for rapid production and the ability to generate positive cash flow that could underwrite future exploration programs.

In April, the company announced that a deal was in the works to buy another Mexican corporation, Minera Silver Creek S.A. de C.V., and gain control of the past producing La Yesca Mine along with a mill and recovery plant capable of processing 200 tonnes per day of feedstock. This acquisition will provide the dimension of internally generated cash flow from operations for the company, and add the rights to another attractive exploration project in the surrounding property. UC Resources followed up on this success in May by announcing another acquisition for the MAR project, a property with a history of small scale mining activity. The prized asset from the MAR acquisition however is a small mill capable of processing 100 tonnes per day. The mill is modern, fully operational, and completely portable. This will allow for greater flexibility in the operating capability for the company, including the possibility of transporting the mill to begin production at Copalquin if a new deposit is discovered there.

UC Resources has now been completely transformed, from a sedate and listless performer to a focused and dynamic vehicle tailored to seize the opportunities in Mexico. Once the acquisitions have been closed, the company will be structured with two wholly owned subsidiaries. Minera Planet will be the exploration division, with the flagship Copalquin Project providing blue sky potential to realize the asset appreciation afforded in the discovery phase. Minera Silver Creek will serve as the operating division, with two fully operational mills in production, to initially process higher grade tailings and surface stockpiles of ore grade material. Further acquisition targets will be considered to add to the current suite of holdings and additions to the appropriate divisions will result if the management team remains successful to negotiate solid deals at favourable terms.

Shares of UC have performed well since the company embarked on their new strategy, rising from just 10 cents at the midpoint of last year, to a high of 70 cents in the spring of 2006, before settling back to the current range. This consolidation represents a solid range for accumulation, and I allocate $10,000.00 to establish a position in the company, and launch the Mexico Mike Junior Mining Portfolio.

Further exploration success should generate greater interest from investors, and perhaps result in a quick jump in the market value for the company. Once the milling equipment has undergone a quick overhaul and some modifications for the operating environments, production can commence at MAR and La Yesca, with the prospects for positive cash flow. This too, will no doubt be regarded enthusiastically by the market.

My investment horizon is firmly set on a longer term outlook, and I look for a higher trading range before the end of the year, but will hold the position in UC with the expectation that it will require several rounds of exploration to achieve the results necessary to define if a larger deposit awaits discovery at Copalquin. The rewards will be worth the long wait if in fact a district scale deposit of economic grades is there to be found, that could amount to a resource of several million gold equivalent ounces. UC Resources is an ideal candidate to start the portfolio, with a limited downside risk, but enormous potential that could generate 1000% gains within 24 months in a hot resource sector.

Disclaimer: I have made my research and opinions available to the public as a resource to provide investors and the public with basic information. My comments and opinions should not be interpreted as a recommendation or investment advice, which I am not qualified to provide. While I have made every effort to maintain accuracy in the information I provide, it is possible that there are some errors or omissions in my coverage and the accuracy cannot be guaranteed. It remains the responsibility of each individual investor to confirm if the subject of my analysis is appropriate for their investment objectives, and to conduct their own research and due diligence, and retain the services of a qualified advisor on to provide this service on their behalf. I accept no responsibility for the performance of the companies that I feature in my coverage. Junior mining and exploration companies are a risky market sector and investment in these companies can result in loss of capital. Past performance is no guarantee of future success. From time to time I may purchase stocks in the companies I feature in my reports, and I may sell some or all of my holdings. I will disclose personal ownership in those companies that I refer to at the time of my first coverage, or after follow up reports. I do not accept compensation from companies as payment to provide positive coverage or opinions.

del die Delle

conclusio: UC ist top!

Das schreib ich nur, weil der beitrag wieder nicht angezeigt wird.

Lasst den kaufrausch ran, der kennt sich aus.
Der macht euch das mit dem Server aus Freundschaft für eine oz.!

T.