Silber Companies - Liste und Neues

Hallo Edel,
dass es nie im Minus war, ist in erster linie Glück.
Für mich war 07 besser als 06.

Edels Rückblick 07:
http://www.goldseiten-forum.de…?postid=229727#post229727

Wieviel hast mit den scheinchen gemacht?
Ich glaub, die muss ich auch benützen in der 2. Jahreshälfte 08.
Hab das bisher vermieden.

Physisches hab ich auch aufgestockt.

Hallo gutso,
hoff wir kommen ein bisserl älter mal wieder zusammen.
Heuer Run in Idaho, das wär doch was...

Silbernugget, heron,
und all den vielen stillen lesern hier wünsch ich viel Erfolg und vor allem Gesundheit.
Macht´s es guat....

grüße
Tschonko

PS: morgen kommt alles auf Null im Contest. Bisher war Lucky vor Nugget und mir.

Ich stell die depots rein.
Meines muss ich noch verändern. Ich mach es jetzt noch riskanter und riskier einen vollen Absturz. Nur haben wir durch Besuch schon etwas vorgefeiert.

Ein ganzes Jahr ist die volle Härte.

Tschonko: alle am 18.12. reingestellt
1 Sterling Mining Co. SRLM.OB 2.60 3.41 0.81 31.2%
2 Victoria Resources VIT.V 1.07 1.32 0.25 23.4%
3 Impact Minerals Intl Inc. IPT.V 1.50 1.70 0.20 13.3%
4 First Narrows Resources Corp. UNO.V 0.28 0.32 0.03 10.5%
5 First Majestic Silver Corp. FR.V 4.12 4.49 0.37 9.0%
6 GoldQuest Mining Corp. GQC.V 0.65 0.70 0.05 7.7%
7 Exmin Resources Inc. EXM.V 0.33 0.35 0.01 4.5%
8 VMS Ventures Inc. VMS.V 1 0.98 1.02 0.04 4.1%
9 Alexis Minerals Corp AMC.V 0.84 0.84 0.00 0.0%
10 Excellon Resources EXN.V 1.68 1.58 -0.10 -6.0%

Silbernugget:
1 Canasil Resources Ltd CLZ.V 0.26 0.34 0.08 30.8%
2 Garibaldi Resources Corp. GGI.V 0.44 0.53 0.09 21.8%
3 Golden Arrow Resources Corp. GRG.V 0.63 0.75 0.12 19.0%
4 First Narrows Resources Corp. UNO.V 0.27 0.32 0.04 16.7%
5 Colibri Resource Corp. CBI.V 0.19 0.22 0.03 15.8%
6 Bandera Gold Ltd. BGL.V 0.58 0.64 0.06 10.3%
7 Silver Quest Resources Ltd. SQI.V 0.20 0.22 0.02 10.0%
8 Exmin Resources Inc. EXM.V 0.31 0.35 0.03 9.5%
9 Silver Eagle Mines Inc. SEG.TO 0.80 0.85 0.05 6.3%
10 Oro Gold Resources Ltd OGR.V 0.65 0.66 0.01 1.5%

Lucky: alle am 18.12.

1 Xemplar Energy Corp. XE.V 5.68 7.93 2.25 39.6%
2 Crosshair Expl. & Mining corp. CXX.V 1.54 2.06 0.52 33.8%
3 Nova Gold Resources Inc. NG.TO 6.30 8.14 1.84 29.2%
4 Samex Mining Corp. SXG.V 0.57 0.71 0.14 24.6%
5 Southwestern Resources Corp. SWG.TO 0.55 0.66 0.112 0.0%
6 Yukon Zinc Corp. YZC.V 0.10 0.12 0.02 20.0%
7 Mines Management Inc. MGN 3.14 3.47 0.33 10.5%
8 Great Panther Resources Ltd. GPR.TO 1.18 1.29 0.11 9.3%
9 Pele Mountain Resources Inc. GEM.V 0.40 0.43 0.03 7.5%
10 Gammon Lake Resources Inc. GAM.TO 7.50 8.01 0.51 6.8%

@edel,
meinte nur % mäßig vom gewinn in circa...

Milly,
jö, das ist schön kompliziert.
Da muss man ja editieren.
Drum mach ich ja Depotstand. Da brauch ich nur 2 Zahlen.
Aber je höher er wird, desto mehr sollte man restaurieren.
Weil ein gescheiter abrutsch haut dir viel zusammen.
Da mach ich mir heuer Sorgen, wie ich da vorgeh.

Depotgebühren: das seh ich wie trinkgeld...
Da hab ich im Laufe meines Lebens.... uii
Mittel zum Zweck.

Value,
jetzt sind wir schon ganz hinten, es geht nach dem Alphabet....

Gute Werte.

Ich hab noch umgestellt auf noch mehr Risiko.
hab alle werte im Depot.
Ein reines Silberdepot ist mir auch als alternative vorgeschwebt
FR, ECU, MFN, BGL, OK, EXN, EXM, SEG, IPT, SRLM.
(hätte ich auch alle!

Nun schaut´s so aus:
Tschonko
1 Victoria Resources VIT.V 1.07 1.47 0.40 37.4%
2 First Majestic Silver Corp. FR.V 4.12 4.58 0.46 11.2%
3 VMS Ventures Inc. VMS.V 0.98 1.08 0.10 10.2%
4 Impact Minerals Intl Inc. IPT.V 1.50 1.65 0.15 10.0%
5 Exmin Resources Inc. EXM.V 0.33 0.35 0.02 6.1%
6 Cabo Drilling Corp. CBE.V 0.66 0.70 0.04 6.1%
7 Alexis Minerals Corp AMC.V 0.84 0.84 0.00 0.0%
8 Formation capital Corp. FCO.TO 0.60 0.60 0.00 0.0%
9 Newmac Resources Inc. NER.V 1.25 1.21 -0.04 -3.2%
10 Excellon Resources EXN.V 1.68 1.54 -0.14 -8.3%

Hab goldquest (die hab ich nicht, hätt ich eigentl. gern dringehabt), UNO und SRLM raus. CBE, FCO und NER rein.

Auf Sicht von einem jahr wird das interessant. Gewinnen werd ich nichts.
Außer VMS, NER und VIT bestätigen die großen deposits, was ich nicht von allen dreien glaube.

Noch ein Beitrag aus stockhouse zu VIT:

User Touareg, irgendwann im Dez.

I have been struck today by the lack of knowledge and understanding displayed by the posters here today so i decided to cut and paste some of Bemabeamers old posts and put together something to help newbies to get an overview of what Victoria Resources is all about. Unfortunately my computer has been playing up and after doing some searching and cutting and pasting the darn page froze on me and i lost it all.. maybe Bema doesnt want me to post any of his old stuff.. though i cant imagine that is true because over the years he posted an amazing wealth of info which should be shared.. So go back through the posts on this board and read his posts.. The guy is/was an absolute mine of information.. worth doing I assure you..
Anyway I'll try and put into a nutshell the very unique story behind VIT as i understand it.. I would welcome any corrections if i get stuff wrong and any additions too please.. FWIW I have followed this VIT for about 4 years and there is no doubt whatsoever in my mind that the company will be a winner over the next few years. What is really exciting is that finally it is all starting to come together..

What makes VIT a special case is that they have a collection of Geologists who are Nevada specialists who have been working on this area and its potential for many many years. This has been going on with NO PR at all.. no publicity.. no hype.. none of the usual PR that goes with these kind of juniors. So what we have here is some very very experienced experts in their field who have been diligently working away behind the scenes for a many many years AND accumulating properties that they consider to be the most likely to contain mother-loads of gold. Now Im not going to write everything here.. Go to the website and check out all the properties.. EVERY ONE of these properties is a potential HUGE gold deposit.. now its easy to make a statement like that and it could be meaningless but here i ask you to do some DD yourself because there is much VERY interesting information about every one of these properties and many genuine reasons for believing that these guys have been very very selective and particular in adding these properties to there collection. Please go to 'properties' and read "properties were chosen because".

Phase one of drilling at Cove Mccoy suggested that there was a monster somewhere down there and though it looked like it was quite deep it sure had the makings of something worth going deep for. Then comes phase two and bingo not only is it looking like a mother-load but it turns out that it may be relatively easy to mine because of the location of the old pit. Things are now looking extremely interesting for Cove! they are also drilling at Black Canyon where literaly HUGE grab samples were found: check the website.

What is really exciting now and is a big change for VIT is new management which means now a whole PR machine is beginning to take shape. So much work has been done over the years behind the scenes and VIT has been crying out for management and promotion etc.. Now it is happening.

I believe that this latest Bonanza drill result heralds a whole new era for Victoria Resources.. All the ducks are now lined up.. it has taken years of work to get to this present situation.. when I read the release this morning I said to myself "this is it.. this is the one weve been waiting for!" maybe i sound like Im getting a little carried away but actually if you compare this hole with ARU results it really is in the same class.. it is actually better than many of their holes and the fact that it is in Nevada is MAJOR! If ARU had been in Nevada it would have gone to $100.. Im not dreaming.. Im not smoking funny stuff.. it takes a little time for something like this to sink in and for people to realise the significance of this discovery. The market cap is very low right now.. i dont know how long it will take to correct upwards but i do know that it will.. so anyone who wants to be involved should start accumulating over the next few days IMO.

Ok Im going to bed now.. you can call me a pumper if you like I dont give a monkeys.. I decided someone had to write this tonight so there it is.. I wish Bemabeamer would come back and tell it like no one else can but oh well.. if you are reading this Bema cheers mate! I always knew you were right!.. nice to see good 'ol Thomas34 is still here too..
Good luck folks and even if it goes down to 1.10 tomorrow my advice FWIW is hang on to yr shares and by January you'll be laughing!
And remember dont listen to all the idiotic bashers that try to put doubt into your mind.. This is the real thing! Absolutely no doubt about it!

Grüße
tschonko

Es sind doch 30% Depotzuwachs für 07 geworden.
Vom 21.12. bis 31.12. stieg das Depot um 11%.
Das geht aber nach unten genau so schnell......., das ist das Problem!

heron,
Kimber ist ein Problem. Sie haben jetzt alles ungekrempelt, jetzt müssen Taten folgen.
Wenn ich Geld hätte, würd ich jetzt nachkaufen.
Werd wahrscheinlich warten, bis sich was rührt, dann entweder nachkaufen oder ganz raus.
Möcht ja zur zeit einiges kaufen........

Ende Dez. hab ich noch AUN (sehr ungern, aber ich hatte sie erst ein paar Wochen - Ersatztitel sind bald aus Speku, da schau ich auch drauf!!) raus, um Margin zu schließen und Silverstone gekauft kurz vorher.

Mexico Mike hat sie beide in seinen TOP 08.

This year has been a difficult one for investors in the PM sector, and that makes it difficult to narrow down a list of just 5 companies, from all of the great juniors that are currently priced in what I believe is rock-bottom bargain basement territory. Before I discuss my list, allow me to outline how I select these companies, and the underlying assumptions that form the basis for my outlook.

I have an extremely high risk tolerance and do not feel much in the way of anxiety when the markets go through prolonged corrective episodes. While these top lists are presented on a yearly basis, in most cases the companies that I buy I will hold for many years, and the development cycle may extend well beyond even that. As investors, we can do all the homework to review the information on the public record, but we cannot pretend to know the future.

The mining sector is a tiny one, and the performance of these companies is as much dependant on investor sentiment as it is on the fundamentals for each company. If investors avoid the sector, then it is likely that even the top performing companies will disappoint. The sector is also notorious for violent swings in sentiment, and what is shunned on one day could be the next hot stock a month later. So rather than just track the market price of a stock, one must track the progress of an individual company up the value curve, to determine if that company has been successful. Many times one can find a stock that is an exceptional story yet the stock price is mired in the lows for the year. That is what I look to for when I am researching. Value is ultimately recognized and priced into a stock, but sometimes you have to wait it out.

Just about any junior is capable of delivering gains of several hundred percent over a short time frame. But I am not interested in gambling. I want a company that will have solid projects underway, ample funding at hand, and reliable management to direct development. I focus on late stage development plays and growing producers, even though the market may not be particularly excited with these companies at the current time. The payoff is in security of my investment and the knowledge that they will be the top stories as the cycle matures, and I still can expect a strong performance while I wait.

I am invested in the mining sector because I am bullish on the long term outlook for the metals. There is no reason to own gold or silver stocks if you believe that the metals have peaked. Mining is a miserable business and most companies lose money most of the time. Setbacks and delays are the norm. Investor sentiment is unpredictable and analysts are skittish. So the only reason to be positioned is to catch that time when the fundamentals line up and the metals are on a roll.

In 2007 we enjoyed gains in gold and silver prices, yet most of the juniors with leverage to these metals lost value. As investors positioned to catch the bull market, we were right in our sector assumptions, but wrong on our timing. This same set of circumstances could continue into 2008 but I remain bullish. I believe both gold and silver will set new all-time highs, along with oil, copper, and many other commodities. As the commodities continue to appreciate, at some point the stocks will catch up. I also look for consolidation within the mining sector, and hostile takeovers may ignite more speculative participation from investors. In short, I am not discouraged by the crappy performance from 2007.

A final comment: my choices have been determined on my own selection process to suit my personal outlook and risk tolerance. There are many great companies and I own about 45 stocks in my portfolio. I may have omitted some stocks that others may feel should be included. I may have chosen some companies that do not fit within the parameters for everyone that reads this list. And some of the companies I have chosen are also paid advertisers on Smartinvestment.ca and therefore I cannot be considered unbiased. I do not look to present investment advice and my opinions as expressed here are just that: opinions. It is the responsibility of each investor to do their own due diligence and ensure that the stocks they buy conform to their own particular objectives.

These are my picks:

1) Silverstone Resources (V.SST) $2.70
The same management team from Capstone Mining is running SST, and this group has proven itself to be able to deliver shareholder value and carry a project from the concept stage to production. SST is my top choice because it is the only company in the sector that is fully leveraged to silver through purchased streams of silver production from other mines AND from a suite of development prospects in controls in 4 past producing silver mines in Mexico. The company has issued guidance for more than 2 million ounces of silver sales in 2008, with an average cost of $4/ounce. They are active to secure additional production streams, and are aggressively exploring at least 2 prospects, so the leverage should continue to grow during the year. The closest peer company is Silver Wheaton, with a market cap approaching $4 billion. SST has a market cap of less than 10% of SLW, so there is plenty of room for the market to bid the share price higher.

2) Gold Canyon Resources (V.GCU) $.63
The most notable fact about GCU is that the company has been active for more than 20 years, surviving the worst bear market in the history of mining, and yet it remains tightly held and has never undergone a share rollback. This is exceptional in an era where management is often more interested in their own options and inflated expense accounts than in delivering value for the shareholders. GCU management are absolutely among the best for an exploration company in their ability to advance projects, achieve success at the end of the drill bit, and control expenses while limiting the issuance of share capital to fund all activity. GCU is leveraged to gold, rare earths and gallium, uranium, nickle, PGMs, and silver. They have published compliant resources at two projects and each is subject to growth in subsequent updates, yet neither is adequately valued in the current market cap for the company. The main reason why GCU appears on my list for the second year in a row is because I expect that we will enjoy a parabolic rare earths market sometime in the near future, and this mania should elevate all of the top juniors in that sub-sector to extreme valuations. So I expect GCU will continue to deliver strong gains through 2008, and there is the added potential for a 10-bagger thrown in that could happen this year.

3) Shoreham Resources (V.SMH) $.31
Shoreham is the most speculative junior on my list, as it has limited NI43-101 compliant data on hand from any of its projects and therefore the company cannot issue resource estimates. However, on three separate properties there are historical results that were completed by reputable former operators which suggest several large deposits are controlled by the company, and relatively low-risk confirmation work could allow for the completion of compliant reports. The Setting Net Lake molybdenum project alone could represent more than 100 million tonnes of ore grading 0.09% molybdenite, the largest undeveloped moly deposit in Eastern Canada. There is also leverage to the rare metal rhenium, which alone could boost the economic parameters to fast track development. The company has planned a drill program to prove up the historic resources so SMH should be on the radar screen for many investors in 2008 and the share price is at the extreme low end with a market cap of just $12 million. Gold and uranium targets on other projects could also yield compliant resources with the completion of low-risk exploration work. Any of the three front-burner prospects could achieve an asset valuation of more than $1 billion, therefore one could expect significant upside in the share price if the company is successful with the drill bit.

4) San Anton Resources (T.SNN) $.77
San Anton gains the distinction of controlling the largest deposit in Mexico that no one cares about. Now there are many large undeveloped deposits in Mexico, but SNN's Cerro de Gallo is distinct becasue despite the impressive 10 million ounces gold equivalent resource already achieved, the company has still only tested a fraction of the defined targets, and it remains open in all directions. So there is plenty of upside yet to come at the end of the drill bit. And the economic parameters are extremely favourable to support a production decision. Some analysts have expressed concern that the average grades are low. I reiterate my opinion that the metals prices have far higher yet to climb, and therefore the deposit will likely become more attractive on the basis of projected economics. As an acquisition target, it will also become more attractive as the total resource grows, since with one swoop a major producer can replace several years of production. I expect SNN to continue to add resources through exploration success in 2008, and also there is the potential for higher grade numbers as epithermal vein targets are drilled. SNN will be acquired through a takeover deal sometime in the future, and the stock is priced in the extreme discount range now so I expect attractive gains in the months ahead.

5) Aurcana Corporation (V.AUN) $.72
AUN represents a lower risk option to participate in the mining sector, because it has already achieved production, has built-in growth planned in 2008, and it is well funded plus is generating recurring cash flow from operations. In many respects it can be considered a 'mini Capstone', which is the highest compliment I can pay to a junior. The company is running efficient operations from the flagship La Negra Mine, and reported its first ever net profit in Q3 2007. Efforts are underway to expand production to roughly double the current level, and therefore profits should rise as additional efficiencies are realized from increasing capacity. Development work is also underway at a second mine, La Rosario, which could commence production in 2009. The share structure is reasonable, and most of the outstanding warrants are priced far above the current share price. AUN is a solid junior producer and represents a great vehicle to ride a surge in metals prices for copper, silver, or zinc, yet the stock is in the bargain basement and could easily double in price during 2008. I have only recently begun buying shares and it represents one of my smallest holdings but I will continue to add to my position through the year.

Postscipt: I remain bullish on most of my past picks, and many are now priced at levels that I consider even more attractive than when I originaly included them in my list. However, I have refrained from including these companies this year, since my original reasons to buy them are still valid, and I wanted to outline new prospects. I have also avoided discussing the more speculative juniors that could provide explosive upside, but since they are entirely dependant on exploration results that are unknown, it is a guessing game on what they may achieve and therefore they are not suited for this exercise. I want to focus on companies that may have an unknown outcome for exploration, but at least there is evidence that success is a reasonable outcome.
_________________
"Evil will always win because good is dumb." - SPACEBALLS