Silber Companies - Liste und Neues

Hallo Lucky,

danke für den Hinweis. ABER:

wenn es bei El Sauzal funktioniert?

"The Urique Project is located immediately north of Glamis's property and approximately 10 km north of the El Sauzal mine and extends 40 kilometers to the north where it borders the Monterde property (Kimber Resources).""

Hier etwas über die Lage. In dem link kann man auch Geologie anklicken. Wenn das 10 km weg ist, dürfte das noch nicht in den Bergen sein, sondern wie El Sauzal in der Flussebene. Aber ich weiß es nicht. Warst du dort genau oder in der Gegend?http://www.goldcorp.com/operations/el_sauzal/location/

Hat auch den Vorteil weil man nicht mehr tief bohren muss?

""The Urique Project covers or surrounds ten mineralized areas with past mining activity. Each of these areas is related to large mineralized hydrothermal systems that have the potential to host bulk mineable resources.""

Zu dem Chartsbuch: das würd mich nur verwirren, denk ich.....

Hallo edel,

du hast das bestens gemacht mit den sl. Brauchst nur wieder reingehen kurz davor es ein Blinder sieht, dass es wieder raufgeht.

Ich beneide dich um Cash. Hätt ich auch gern......

So sitz ich auf ner Menge Buchverluste zur Zeit. Aber sollte z.B. Urique etc. das Gebiet was werden, ist es mir wurscht.

Grüße

Tschonko

Coeur will weg aus Nevada (kein Zwerg siehe fett)

Coeur d'Alene considers options for US silver/gold mine
By: Liezel Hill - Published: 29 Jan 08 - 23:32

Precious-metals miner Coeur d'Alene Mines is “reviewing strategic alternatives”, including a possible disposal, for its Rochester silver and gold mine, in Nevada, US, the firm said on Tuesday.

While the mine's low costs and exploration potential were attractive, the group wanted to focus on its larger, longer-life silver projects in Mexico and South America, president and CEO Dennis Wheeler said in a statement.

Rochester produced about 5,1-million ounces of silver and nearly 72 000 oz of gold in 2006, according to the company's website.

Coeur d'Alene Mines operates two underground mines, in Chile and Argentina, as well as the Rochester surface mine.

It is developing the San Bartolome silver mine in Bolivia, and recently took control of the Palmajero project in Mexico, where it is building a two-million ton a year processing plant capable of producing 12-million ounces of silver and 110 000 oz/y of gold.

Interessantes IPO von Penoles: Spalten Fresnillo ab und behalten gut 70%

Mexican silver giant plans London IPO

[Blockierte Grafik: http://llnw.creamermedia.co.za/articles/images/resized/43806_resized_sx00050_9.jpg] 
Picture by: Bloomberg News
Demand for silver is driven by its uses in industry and jewellery fabrication, as well as by investors

By: Liezel Hill
Published: 11 Apr 08 - 15:04

The world's biggest primary silver producer, Mexico's Fresnillo, which plans to list on the London Stock Exchange next month, expects to raise at least $900-million in an initial public offering, the firm said on Friday.

Fresnillo plc will have a secondary listing on the Mexican Stock Exchange.

The Fresnillo group, the company's operating subsidiary, produced about 34,4-million attributable ounces of silver, and some 280 000 attributable ounces of gold last year, making it Mexico's second-biggest gold producer.

Fresnillo was formed to hold the precious metals assets of Mexican resources group Industrias Penoles, which is undergoing a corporate restructuring.

The group owns three operating silver mines in Mexico, including the world's biggest primary silver mine, Fresnillo, two development projects, the first of which is expected to start production next year, and various exploration assets.

The London listing would give Fresnillo access to the UK capital markets and allow it to be rated against other precious-metals miners, the firm said.

“Fresnillo, the world's largest primary silver producer, will offer global investors exposure to not only significant current production but also growth potential,” said CEO Jaime Lomelin.

The price of silver, which holds both industrial and jewellry lure, has risen steadily over the last few years, and touched $21,35/oz, its highest point since March 1980, last month.

Fresnillo plans to double production, on a silver equivalent ounce basis, over the next ten years, as well as increasing its gold production, “thus further diversifying its precious metals asset base”, the firm said.

Penoles will sell new and existing shares in Fresnillo in an initial public offering, and expects the new shares to raise about $900-million.

The companies did not say how much Penoles expected to receive from the sale of existing shares in Fresnillo.

Following the share offering, Penoles would own between between 75% and 77,3% of Fresnillo plc, depending on whether and to what extent an overallotment option was excercised.

The money raised in the share offering would be used by Fresnillo to repay debt and fund growth.

Penoles, which had been listed on the Mexican Stock Exchange since 1968, would retain a “significant portfolio” of base-metals exploration, mining, smelting and refining assets, as well as its inorganic chemicals production business.

The group owns three operating mines in Mexico: Fresnillo, the world's largest primary silver mine, and Cienega and Herradura, both primarily gold mines, as well as a pipeline of projects.

A further underground mine adjacent to the existing Fresnillo mine is planned and is expected to be a similar size to the existing Fresnillo mine. The company also anticipates starting production at Soledad and Dipolos, in which it holds a 56 percent stake, in 2009 and produce a peak rate of about 100,000 ounces of gold a year in 2010.

In addition to organic projects, Fresnillo is looking at joint ventures as well as continued exploration and acquisitions in Mexico and potentially elsewhere in Latin America.

In 2007, Fresnillo made a pretax profit of $161.0 million on sales of $647.9 million.

JPMorgan Cazenove Ltd. is sole bookrunner and broker for the IPO.

Hallo Lucky,

Zitat von LuckyFriday

Genau dort war ich nicht, aber daneben

Naaa gut, i bin a immer "daneben"
Die nächste Stufe wär dann "adabei".

Das candlestick Buch hab ich mir schon bestellt, damit du Ruh gibst...
Bei Nichtgefallen erscheine beim nächsten Treffen lieber mit Sturzhelm.
Aber halb soo wild, dir zuliebe hab ich nicht hardcover bestellt...

Bin am recherchieren, deshalb kurz angebunden.....

Außerdem hab ich grad eine sehr alte Weinsorte, schon in Flasche, aber noch nicht für den Verkauf, getestet.
Ein Roesler aus der Wachau. Ist ein Roter!.
Respekt!
Hab fast ein schlechtes gewissen,weil der hätt noch ein bisserl liegen sollen...

Sollte ich auch tun....

Gute Nacht und mach´s gut
Tschonko

PS:

Wenn wer Infos über das Fresnillo IPO hat, bitte merlden
(siehe vorhergehende seite!)

Aus smartinvest: "TheSlowLane" über Impact Silver.
Fred ist der CEO, Darrell Rader und Sean Rakhimov von http://silverstrategies.com/PerformanceReport.aspx

It was about two and a half years ago at the Cambridge House show in Toronto when I first heard about IMPACT. Coach had discovered this company and was dragging everyone who was unable to fight him off over to their booth to get the story. From this first encounter onward, my impression of the company is that it is run by a team that is highly experienced, extremely professional and laser-focused on building a successful business.

Since that time I have had a chance to get to know Fred, Darrell and more recently, Sean. I would make a point of spending some time with them at each of the shows (Cambridge House, PDAC, New Orleans) to find out the latest. I bought my first shares at less than half a buck, but have periodically added at prices up to 1.66. By now, IMPACT is my largest silver stock position.

Recently I had the opportunity to travel to Zacualpan to spend a couple of days touring their mining and milling operations and to survey some of the areas they are actively exploring. While I have always had the sense from what I have read and heard that IMPACT has considerable potential, when you actually see it in front of you, it is truly awe-inspiring. The work that is being done just to inventory all of the workings on their properties (now up to 600 KM2, counting concessions under application) has resulted in the identification of over 900 sites. They expect this number to easily exceed 2,000 by the time they are done, which will probably take another two years.

After returning home, I wrote up a trip report to try to convey on paper at least a sense of what I had just experienced. I have provided a link to the report below. I would have pasted it into this thread, but I incorporated several photographs that I think help tell the story. The team at IMPACT seems to be reluctant to toot their own horn, despite their considerable accomplishments, but I have no such reservations myself.

So, I hope you find this worth your time...enjoy!

http://www.cansanocapital.com/.....Silver.htm

(Ausführlicher Reisebericht!)

Neamman - I don't expect to see the third mill in production until 2009. I suppose it's possible that it could happen this year, but based on everything I heard, my expectation is for 2009. Getting their arms around what is on their property is like a python trying to swallow a blue whale. It will happen, but it takes time and is a bit of a stretch.

I skimmed through some of the recent posts here and got the sense that there is a fair amount of frustration. Given the share performance over the past year or so, that's understandable. That said, there is a difference between stock price performance and execution on the ground. Any short time concerns I might have about the former are more than mitigated by my comfort with the latter. While the stock price might not be behaving, I believe that the company is putting the pieces in place that will build significant shareholder value over time. But it will not happen overnight.

IMPACT has a couple of challenges which are probably already well-known. The first is that for the most part, their deposits are of a narrow-vein, high-grade nature. That means that drilling them out to 43-101 standards is expensive and time-consuming. This means that any analyst that looks at the company has to do extra work to understand and then tell this story. Given that there are a universe of hundreds of junior mining companies, I think most of them may be reluctant to make the effort.

The next problem is that IMPACT is cash flow positive. Their production activities are funding their exploration activities. Most of the brokerages out there are accustomed to acquiring stock, warrants and fees by brokering private placements. The fact that IMPACT does not need to raise money is a negative, from the perspective of these whorehouses...er, I mean, brokerages.

So, I tell people that if they are looking for a quick flip or flash and sizzle, then IMPACT may not be their best bet. If they are looking for a trustworthy and capable management team that is focused on building long-term value, then it is certainly worth a look. It's not just that people have been LOOKING for silver for centuries in Zacualpan and Mamatla...they've been MINING silver for centuries there. The Spaniards would not have built huge mills in the middle of the wilderness just for the heck of it.

Cheers,
tsl

Zweimal Zahlen:
Einmal Sterling, einmal Impact (und die verdienen wenigstens was!)

Im übrigen les ich jetzt immer öfter, dass 4 große hedgefonds in die midcaps und Großen drin sind und die Juniors shorten.
Dass das passieren wird, hab ich ja schon vor fast einem jahr vermutet. Dachte nu, das komme erst Ende 08, Anfang 09......
Das ist ja nicht negativ an sich....

http://finance.yahoo.com/q/is?s=srlm.ob

http://biz.yahoo.com/ccn/080415/200804150455077001.html?.v=1

Zu Impact hier weiter oben (Gestern) und im Impact Thread.

Grüße
Tschonko

Hallo Lucky,
naja, inzwischen haben wir das PP bei SRLM. Zu 2,4. Warrants zu 3,4 und 4,2?
Link such ich mir jetzt nimma.
Dein Chartbuch kommt übermorgen. Und ich bin sicher, g´scheiter macht´s mich nicht....

Hallo Auratico,
endlich wieder ein wirklich guter Beitrag. Danke!
Ich bin da zu mehr als 90% bei dir....

Erklärung: Ist ja positiv, weil sie machen es nicht umsonst.
Sie werden sich eindecken müssen. Sie wollen sie unten haben, um einzusteigen.
Die wollen einfach nur verdienen, und sonst gar nichts....
Wenn möglich dreifach.
Klar, ist man im Nachhinein immer g´scheiter. Aber man kann Nachkarteln (heißt, das gelaufenen Spiel mit Möglichkeiten noch mal Revue passieren lassen.)
Trotz Wissen´s/Ahnen über die Dinge, hat es mich erwischt, weil ich den zeitlichen Ablauf falsch einschätzte.
Zusätzlich kommt ja noch dioe Finanzkrise hinzu.

Aber da seh ich das 2. positive. Die sehen auch, dass mit Minenaktien Geld zu verdienen sein wird. und mit ausgesuchten wirklich wetrthaltigen Aktien.
Also werden sie auch hier wieder investieren.
fragt sich nur wann?

Aber eines ist schon zu sehen, der verkaufsdruck hat nachgeladden. Wenn jetzt nocvh was fällt mit mickrigen Umsätzen ist das egal....

Sie wollen auch PP´s, warum sonst geht Impact nicht..... Die brauchen nämlich keins. (siehe oben)

Und wie du gesagt hast: Timing und das zweite ist Geduld: Und man sollte auch etwas Cash haben, dort nachzulegen, wo man es noch für sinnvoll erachtet.
Und das ist auch was, was mir fehlt im moment. verkaufen will ich aber auch nur sparsam.
Also hab ich im Moment die scheißkarte....
Aber es ist im gegensatz zu früher schon öfters, nicht wirklich bedrohlich.
Das kann sich aber noch ändern....

Grüße
tschonko

PS: Situation 05 war ähnlich....