Silber Companies - Liste und Neues

gutso,
Silber am Buckel hängt sich an.

Contest: gut, dann sind wir drei (DAU= xretsim, gutso, tschonko)

Wenn sich der eldo aus seinem "Play lotto" noch 10 raussucht und diesen link betätigt...........

http://www.golddrivers.com/con…7/contestregistration.htm

Schade, dass niemand eine Meinung kundtut, wie Don Hansen eine Silbermine bewertet. (Am Beispiel von Great panther)

http://www.silveraxis.com/opps/121106_dh_valuestrategy.html

Tom Szabo am 4.1.07:

Just in case we are headed for a January washout before a possible spring rally, I would continue to be cautious at this point with significant capital protection (cash) in place. Sticking to the higher quality and lower risk stocks would also be wise. In particular, I would avoid thinly traded issues at this point (as identified on my Stocks page) as well as companies with strategy risk or prospects which will take a long time to develop. By strategy risk, I don't necessarily mean that the stock is a poor investment, only that the company strategy adds to the typical risks of exploration and mining, swinging the risk-reward ratio out of favor in the short term. Sometimes the company can't change this situation such as shifting geo-political conditions in the country of operation but other times management simply refuses to deal with reality. Whatever the case, below is a partial list of stocks which may hold significant long-term potential but first management needs to prove that certain near term hurdles and risks are surmountable. There are others but this should be a good start. Of the stocks on this list, I currently own Mines Management, Oremex and Tumi Resources. Apex Silver, Apogee, Aquiline, Canadian Zinc and Revett Minerals might be interesting buying opportunities on a price break.

Apex Silver

Apogee

Aquiline

Coeur

Clifton

Canadian Zinc

Metallica Resources

Mines Management

Oremex

O.T. Mining

Revett Minerals

Silver Dragon

Sterling Mining

Strategic Nevada Resources

Tumi Resources

Please note that this is only a partial list and I don't mean to highlight or focus on these stocks as a group but rather I am trying to demonstrate an investment approach. Also, by no means should these stocks be avoided at all cost (after all, I own three of them). At the same time, investors should be aware that resolution of particular risks and uncertainties facing these companies may take years and there is a more than a remote chance of things going terribly awry. Yes, I realize this is mining and everything can and will go wrong, but realize that I am simply making comparisons here for the purpose of outlining an investment strategy.

eldo,
erhöh auf 1000 pro Position, dann kann man besser vergleichen.
Das Depot der gefallenen Engel
Da imteressiert mich dann in einem jahr das verhältnis ausreißer (sind sicher dabei) und Krepierer.

Der dau2006 hat sich noch ein zweites depot gemacht.

@edel,
erinnere mich schon und hab wieder nachgelesen. Viele infos.
Hab ja so ähnlich die Impact ausgerechnet und dei energold.
Nur es ging mir diesmal, wie er es macht bzw. ob es noch andere bessere Möglichtkeiten gebe.

Und als Apprtithäppchen für FR.V. Sollte in diesen tagen kommen als Teil 3 von Hansen. Dann noch Impact.

Grüße
Tschonko

@eldo,
kann man halt so nicht vergleichen. Aber egal.

@dau,
ja das ist interessant mit den Gewichtungen.
Ich glaub, bis Juni, oder auch bis Jahresende.
Hab bei bet on stocks aucch mitgemacht, da geht es bis 31.12.

@edel,
ah noch was , das hab ich vergessen.
Worauf du dich bezogst, war Teil 1 vom 11.11.
Mein Link bezog sich auf 11.12. und Teil 2.
http://www.silveraxis.com/opps/121106_dh_valuestrategy.html

Den hab ich aber auch reingetan.

Mc Ewen hat sich auch wieder wo reingekauft.
Schau dir den Preis an und den Kurs.
http://biz.yahoo.com/ccn/070105/200701050366147001.html?.v=1

Grüße
tschonko

PS: aus einem kan. board über Cohen´s Bewertung zu ECU:

Rob Cohen has been in mining his entire life.

A mineral process engineer by training.....work experience includes:
work as an engineer, assistant to the V.P. of South American Projects for a junior mining company and as a Corporate Development Advisor for an international gold mining firm.
B.A. of Applied Sciences in Mineral Process Engineering at the University of British Columbia and Master's in Business Administration and CFA designation.

He was asked on Marketcall if ECU was fairly valued or is there still upside and he answered "fairly valued". I think he gave his honest opinion.....which is what the caller was asked.
He did mention some positives like Micon re-doing the 43-101, more tonnage and very rich ore.
I'm not so sure Rob embarrassed himself or has alterior motives for saying what he said and to repost saying his Dynamic Precious Metals Fund performance is one of the lowest on the street? Have you even looked at the fund performance for the 6 years he's been managing the fund?
I know it sucks when a analyst/fund manager/geologist makes not so positive comments about a stock you own but it happens to even the best of stocks. He's not the only analyst that's been on Robtv that has the same opinion of ECU.
By the way, he did have some good things to say about Rainy River and Aurellian. I definately think he should have mentioned the high polical risk involved in Aurellian after speaking so highly of the company.
Anyway, I agree with Rob Cohen more than I disagree.
Jaco

Na dann sind wir mal 5 mit Fuchs und eldo.

@edel,
hast du da einen link zu den 10 von Hansen, die kenn ich nämlich nicht.
Das Kursziel würde schon passen, wenn sie so wie er rechnet auch produzieren.

Ich kenn die Golden valley auch nicht. Aber die Gebiete sind sehr gut.
Nomen ist omen?
Aber zu dem Preis, da fühlt sich ja jeder, der schon Aktien hat, verarscht.

Sterling tunnelt sich weiter:
http://biz.yahoo.com/bw/070108/20070108005760.html?.v=1

Sterling Tunnel Reaches Halfway Mark as Upper Country Drilling Continues

RedLake: Rubicon update:
http://biz.yahoo.com/iw/070108/0200715.html

Am red lake tut sich momentan sehr viel. GG wird´s freuen, weil das bleibt dann weiter Kerngebiet.
Da wird´s Übernahmen regnen........
ah nö, das waren ja rote Rosen in demk Schlager...

Grüße
Tschonko

@edel,
die Szabo Liste: vor denen warnt er aus einigen, in dem Artikel angeführten, von mir fett unterlegten, gründen, obwohl wie er sagt, er auch 3 von denen hält.

Ich übrigens 2 und die müsst ich auch nicht unbedingt haben

Long term sind schon einige sehr gute dabei: deine Oremex z.B.

Grüße
Tschonko

Mines managment hat eine Liste der größten unentwickelten Silber Deposits herausgegeben.
Zuerst die Liste,
darunter dann der (eher kritische) Kommentar von Tom Szabo.

http://gold.seekingalpha.com/article/23676

Link ist hilfreich, weil immer Hyperlinks zu jedem Deposit mit vielen Infos.

The World's Top 20 Undeveloped Silver Deposits
Posted on Jan 8th, 2007 with stocks: ABX, AQI, BCM, CDE, FMNJ, GG, HRG, IMR, MFN, MGN, PAAS, PJO, RVM, SBB, SIL, SSRI

Jim Letourneau submits: A corporate presentation from Mines Management Inc. listed the world’s Top-20 undeveloped silver deposits. I thought it would be instructive to see which public companies own these deposits. Silver is in a bull market after all. They are roughly listed from largest to smallest. Often new drilling results will expand the estimated size of these deposits so the relative size of each deposit can be a moving target.

Peñasquito, Mexico – Glamis Gold [acquired by Goldcorp (GG) in early November]

Pascua-Lama, Chile – Barrick Gold Corporation (ABX)

San-Cristobal, Bolivia – Apex Silver Mines Limited (SIL)

Navidad, Argentina – Aquiline Resources Inc. (AQI) and IMA Exploration (IMR) are in a legal fight over ownership.

Cerro Rico – Bolivia – Corporación Minera de Bolivia [COMIBOL] and Franklin Mining Inc (FMNJ).

Corani, Peru – Bear Creek Mining Corp. (BCM)

Ocampo, Mexico – Gammon Lake Resources Inc.

Montanore, Montana, USA – Mines Mangement, Inc. (MGN)

Veladaro, Argentina – Barrick Gold Corporation (ABX)

Rock Creek, Montana, USA, – Revett Minerals Inc. (RVM)

Prognoz, Republic of Sakha, Russia – High River Gold Mines Ltd. (HRG)

Hackett River, Nunavut, Canada – Sabina Silver Corporation (SBB)

Maverick Springs, Nevada, USA – Silver Standard Resources (Vista Gold) (SSRI)

Pirquitas, Argentina – Silver Standard Resources Inc. (SSRI)

San Bartolome, Bolivia – Coeur d' Alene Mines Corporation (CDE)

Dolores, Mexico – Minefinders Corporation Ltd. (MFN)

Palmarejo, Mexico – Palmarejo Silver and Gold Corporation (PJO)

Candelaria, Nevada, USA – Silver Standard Resources Inc. (SSRI)

Waterloo, USA – Pan American Silver Corp. (PAAS)

Bowdens, New South Wales, Australia – Silver Standard Resources Inc. (SSRI)

Take note that equivalent deposits will have different valuations depending on which country they are in. A company's management can also change the market's perception as to what a deposit is worth.

Kommentar Szabo:
"A recent blog entry listing 20 of the world's largest undeveloped silver deposits according to Mines Management brings up some interesting things to ponder. First, the investment leverage with respect to the top 5, including Goldcorp's Penasquito, Barrick's Pascua-Lama and Apex Silver's San Cristobal, is probably not sufficient to warrant a significant allocation from a silver stock portfolio. Meanwhile, Silver Standard has 4 of the 20 but none in the top 10. Of the remaining projects with public company float, 2 companies stand out as having market capitalizations well below the others: Mines Management and Revett Minerals. Of course, this is the very reason Mines Management put together this comparison. But regardless, they do have a point.

A second and perhaps more relevant point is just how complicated it can be to pick through even the small field of silver investments that are out there posing as opportunities. Gold, base metals and even many commodities seem to provide simpler choices. What I am saying is that this top 20 list can go a long way to demonstrating that silver investment opportunities are high risk but high reward for those willing to put in the time to study and understand.

There are a number of other valid observations to be made from this list and I will keep referring back to it in the future."

Grüße
Tschonko