Silber Companies - Liste und Neues

  • Lucky,


    da ist schon Qualität da. Zu SEG.TO: das war am 13.6. Da tat sich gar nichts. Die Pre feas ist schon da zwischenzeitlich..


    http://biz.yahoo.com/ccn/080625/200806250470347001.html?.v=1


    Sicher ist die auf Seite 1. Sogar fett, weil die hab ich schon länger......


    Sie haben realtiv wenig shares am Markt, sind halt zur Zeit nur mit der 150 to Mill unterwegs. Bericht von Hamilton sagt schon einiges aus, auch worauf es ankommt.




    Sieh an, bei Genco vertragen sich wieder alle. Ergebnis der Proxy war wahrscheinlich knapp. Solche Hammeln!


    Soll man die jetzt wieder kaufen?




    Kings Minerals gestern + 23%.




    timesystem,


    warum ein $? Hängt mit allen drei Gebieten zusammen. Bei dem gestrigen Fund weiß man ja nicht, wieviele to es werden.


    Der Gehalt ist wirklich ein Hammer. Aber sonst weiß ich kaum was über dieses Gebiet.


    Mir gefällt ja das Mexico Projekt am besten. Aber das Rubicon Projekt (wo ja Mc Even Großaktionär ist) ist auch gut.


    Was mir nicht gefällt hier, ist, dass die news schon vor gut 14 Tagen durchdrang.


    Schaut euch den Kursverlauf an!


    Grüße


    Tschonko


    (Was ist da los? Bei dem Rechner wird der Zeilenabstand automatisch doppelt. Wie kann ich das ändern?

    "Confusion is a word we have invented for an order which is not understood." Henry Miller

    Einmal editiert, zuletzt von Tschonko ()

  • So, wieder am anderen Rechner, der macht nicht doppelten Zeilenabstand...
    Weiß das keiner, woran es liegt oder zu faul... :D


    GOG.V wie erwartet im Rückwärtsgang......
    Wenn da eine Bestätigung kommt, dann wird´s nachhaltig.


    Gammon und Hecla marschieren schön.


    Eine SMR.V steigt bei Umsatz 15000 17%. Im Prinzip kann man das vergessen.
    Aaaber: wenn da mal was los ist, dann geht´s schnell, weil wenn wer rein will, niemand mehr verkauft.


    SEG.TO auch mit einem kleinen Hüpfer. Beim hamilton rührte sich nichts 14 tage. bei hommel ist das anders. Den kennen sie.....



    June 26, 2008 .............2 Minesite Artikel


    Arian Silver Has Plenty Of Copper And Gold, As Well As Silver, Down In Mexico


    By Rob Davies


    You would think a company called Arian Silver exploring in Mexico would be all about silver. But you would be wrong, although not completely. Two of the company’s three projects, San Jose and Calicanto, are focussed on silver, but the third, at Tepal, is a copper-gold play, with a resource of 2.58 ounces in gold equivalent.
    Arian's chairman Tony Williams patiently explained to Minews after some confusion, that Tepal is a classic copper-gold porphyry that’s now being re-examined following a 7,200 metre 42 drill-hole programme. Of those, 30 holes hit mineralisation and Tony and his team are now waiting for the assay results to come back so that the current NI 43-101 resource of 78.8 million tonnes at 0.47 grammes per tonne gold and 0.24% copper can be updated.
    He’s not at all concerned that those grades are on the low side, because he’s estimating the overall potential of the deposit at several hundred million tonnes. Backing up that assertion is the discovery of a new mineralised zone to the east that has yet to be added to the resource calculation. So that figure of 78 million tonnes only applies to the north and south zones, identified by Hecla and Teck when they explored the site back in the 1970s. Some may be concerned that the original drill programme was planned for 4,000 metres and a new resource was scheduled for release in the first quarter of 2008. However, Tony puts the delay down to hold-ups in the assay labs. The only question he has in his mind is whether the eventual mine will be a 10,000 tonne a day operation or something twice as big.
    It might seem that all the focus is on Tepal in Michoacan state, and not on the two silver properties in Zacatecas, the region traditionally associated with silver mining. But Tony says that’s not the case, and that the company is making active progress at San Jose and Calicanto. Further drill results are due from the phase one programme on the vein extensions at San Jose in the next few weeks. These new data will be used to update the existing inferred resource of 27.7 million ounces of silver contained in 8.4 million tonnes at a grade of 102.8 grammes per tonne silver. The three year option on this property covers over 6,500 hectares and over 12 kilometres of strike has yet to be explored.
    Ideally, Tony would like to see an open-cut mine there with its own plant, rather than a re-start of the previous underground operation that then had a 50 kilometre haul to the processing plant. At Calicanto, meanwhile, two declines are being driven to give better underground access to the vein deposits and an NI 43-101 resource is due in the near future. The slow progress at these three projects, plus the general malaise of the market has pushed the shares down to 11p, which gives Arian Silver a paltry market capitalisation of just £11.2 million. Even heavy marketing out of Canada hasn’t managed to stem the downward slide, although Tony and his team might take note from the boys at Endeavour Silver who have brought in countless retail investors from across the border in the USA, a country where, according to Endeavour at least, they really love a silver story. In case Tony intends to devote more attention to Mexico now that his interests in Kazakhstan have been married with those of Sergey Kurzin and Lero Gold. So the newsflow should increase markedly.

    "Confusion is a word we have invented for an order which is not understood." Henry Miller

    2 Mal editiert, zuletzt von Tschonko ()

  • der 2.:


    June 25, 2008
    Oro Silver Expands Quickly In Mexico, Helped By Strong Local Relationships

    By Charles Wyatt
    When Oro Silver was spun-off from Oro Gold at the beginning of 2007, a plan was already in place to fast track towards production. At its inception, Oro Silver did carry a few inherited silver assets, but after a brief period in which the company was allowed to catch its breath, a serious acquisition programme started in earnest. At about this time Darren Bahrey and Greg Cox, the existing directors, brought in Hervé Thiboutot to make up the team and they were off to the races.
    All three had had big company experience, and Darren had founded Oro Gold. Prior to that he worked for Placer Dome on exploration and acquisitions in Mexico and Central America, and it was there that he met Greg Cox and Hervé Thiboutot. Greg became general manager of global mine-site exploration at Placer and was responsible for the expansion of reserves at Placer Dome mines all over the world. Hervé Thiboutot also had a career with Placer before moving to Goldcorp, where he was project manager-geology for the Eleonore mine in northern Quebec. He also brought experience in Mexico and the ability to speak both French and Spanish. That was - and is - vital for negotiations. He’s now chief executive.
    Hervé talks quickly and thinks quicker. The acquisition of the El Compas mine followed swiftly after his arrival, but he explains that in fact it was the Vetagrande mine, with its mill, that was the main target. Nevetheless El Compas was a vital step on the way as it was owned jointly by a local mining company, Contracuna, and a Mexican individual, and they also owned Vetagrande. At the time of the first deal they were put on a retainer to look for other possible acquisitions in the Zacatecas district. This district was among the first exploited by the Spaniards back in the days of the conquistadors and it’s now known to host one of the world’s largest silver belts, boasting past production of 1.5 billion ounces of silver. El Compas itself is only four kilometres south of Zacatecas city so there are no problems over road access, infrastructure and labour.
    El Compas is a fairly modest project at the moment, with current indications showing that the resource may increase to around 500,000 ounces of gold equivalent. It’s a low sulphidation epithermal system with typical “bonanza” gold and silver grades, but the average grade is 350 to 500 grammes per tonne silver equivalent in veins averaging four metres in thickness. It was mined up until recently at a rate of over 50 tonnes per day, and drilling by Oro has outlined two near-surface ore shoots, confirming the potential for two to eight metre wide veins at better than 6 grammes per tonne gold equivalent. Either silver or gold equivalents could be used, but gold tends to be more appropriate when making comparisons with other mines. A resource estimate should be available by the third quarter of this year, and engineering and metallurgical studies will be completed before the end of December.
    The acquisition of El Compas gave Oro the right of first refusal over the Vetagrande project and in December 2007 a deal was agreed. In the meantime the company had raised some money and picked up a number of other concessions in the Zacatecas district. But Vetagrande was always in Oro’s sights. It lies just seven kilometres to the north of Zacatecas City and the base metal component of the ore may be more significant than was recognised in the past. Hervé points to the growth of Capstone’s Cozamin copper-silver mine just on the other side of Zacatecas city as evidence of the potential in this district. Vetagrande also has considerable potential at depth, where no drilling has yet taken place. It is about double the size of El Compas in terms of resources, and historic reserve grades are as high as 205 grammes per tonne silver, 0.37 grammes per tonne gold, 3.2% zinc, 1.9% lead, and 0.15% copper.
    The big prize at Vetagrande, however, is the mill which used to operate at 150 tonnes per day but has been upgraded to a capacity of between 300 and 350 tonnes per day since Oro acquired it. Other work being carried out this year includes underground surveying and sampling. Vetagrande was partially mined down to 250 metres, but there is potential to double that depth, so an underground drilling programme is scheduled for the end of this year. By the end of 2009 Oro will have 100 per cent ownership and should have finished its engineering studies and resource estimate and embarked on an economic scoping study. 2010 will therefore be the year of the feasibility study and production should commence in 2011. El Compas, meanwhile, should be a shade ahead, with the feasibility study starting in mid 2009 and production in 2010.
    The shrewdness and experience of the Oro management is demonstrated by the relationship it has built with Contracuna and the local Mexican operator. This has enabled it not only to buy near term production, but also to consolidate a large land position in a world class silver district which has nevertheless been underexplored. The most recent channel results from El Compas and Vetagrande give a clear insight into the potential. During this month Oro Silver has reported surface channel samples of 12.3 metres at Vetagrande grading 694 grammes per tonne silver and hit 5.3 grammes per tonne gold and 276 grammes per tonne silver over 4.7 metres at El Compas. One can imagine Hervé Thiboutot smiling down the transatlantic telephone line, but he plans to be here in person in the autumn. If the drill results continue in that vein his smile should be even broader by then.

  • Gammon und Hecla marschieren schön.

    Jetzt geht's los! - Geht's jetzt los?


    Goldcorp auf neuen Höchstkursen, First Majestic auch schön gestiegen die letzten beiden Tage.


    Was mir bei First Majestic aufgefallen ist: seit Anfang dieser Woche verkauft permanent der Broker "Goldman" (vermute mal Goldman Sachs). Allein heute 200.000 Stück. Shorten die Schweine jetzt FR? Will ich doch nicht hoffen.


    Ob das jetzt endlich ein nachhaltiger Anstieg wird? Wär ja zu schön um wahr zu sein.


    Nächste Woche sollten wir mehr wissen.


    Gruß


    der DAU

  • 73% der Indicated auf Proven and Probable Reservs hochgestuft. Im Base-Case-Szenario (Gold 765, Silber 11,65) wird von folgenden ausgegangen:


    The Base Case economics show a pre-tax Internal Rate of Return of 100% and a pre-tax cash flow of US$103.7 million. The payback period for the initial capital of US$20 million is approximately 12 months.


    Die Studie wird aber noch besser denke ich: The Company is currently completing an updated resource estimate to include the results of 51 additional drill holes (holes SE08-42 to SE08-92).


    Grüße


    http://silvercrestmines.com/up…%20SE%20PFS%20results.pdf

  • @bobelle,
    produzieren die schon? Glaub 09? Oder?


    @dau,
    würd die Brokerverkäufe nicht bewerten. Da wird halt über Goldman verkauft. Kann auch einer od. einige wenige sein.
    Wer sagt, dass das Goldman selber ist?
    So weit ich mich erinnere, war die short list bei FR nie klein..... :D
    Sie ist halt schon so groß, dass fast alle Instrumente anwendbar sind....


    GOG hat sich gegen ende hin erholt, höhere Umsätze.
    EXM dürfte den Boden gefunden haben oder ganz knapp davor
    Gestern wurde SRLM weiter verhauen.....
    Die 1 wird nicht halten.


    Halte das Ganze nur für eine Zwischenerholung. Das ganze dauert schon noch einige Monate, glaub ich.


    Die haben das auf jeden Fall viel besser hingekriegt wie Sterling. Und auch viel schneller, wenn auch der Vergleich hinkt...
    U.S. Silver Corporation Files New NI 43-101 Technical Report on the Galena Mine
    Friday June 27, 6:57 pm ET
    TORONTO, ONTARIO--(MARKET WIRE)--Jun 27, 2008 -- U.S. Silver Corporation (CDNX:USA.V - News) ("U.S. Silver" or the "Company"), is pleased to announce the filing of its updated 43-101 technical report on SEDAR entitled "Galena Mine, Shoshone County, Idaho, Technical Report, June 26, 2008" (the "Technical Report") on SEDAR. The Technical Report follows U.S. Silver's May 12, 2008, press release announcing new estimates for reserves and resources at the Galena Mine as at December 31, 2007. The Technical Report was authored by Daniel H. Hussey, Certified Professional Geologist and Chief Geologist of U.S. Silver-Idaho, Inc. (a wholly-owned subsidiary of United States Silver, Inc., U.S. Silver's wholly-owned subsidiary) and can viewed under U.S. Silver's profile online at www.sedar.com.Highlights Include
    - Proven and probable reserves at its Galena Mine complex near Wallace, Idaho increased to 17,449,400 ounces of silver contained in 981,100 tons of ore at an average grade of 17.79 ounces of silver per ton (oz/t). This represents a 15 percent increase in ounces of silver and a 22 percent increase in tons from the previous technical report on the Galena Mine dated June 4, 2007.
    - The proven and probable reserve, silver ounces increased in one year by 60 percent over the December 31, 2006 estimate of 444,003 tons at a grade of 24.5 ounces per ton containing 10,878,797.



    --------------------------------------------
    Ag
    Tons Grade Contained % Cu Contained
    Copper-Silver Ore (oz/t) Ounces Cu Tons
    --------------------------------------------------------------------------
    Proven & Probable Reserves 702,200 21.19 14,878,100 0.68% 4,790
    --------------------------------------------
    Measured & Indicated Resources 715,900 14.73 10,545,100 0.49% 3,500
    --------------------------------------------
    Inferred Resource 640,300 18.38 11,765,900 0.57% 3,650
    --------------------------------------------------------------------------



    --------------------------------------------
    Ag
    Tons Grade Contained % Pb Contained
    Lead-Silver Ore (oz/t) Ounces Pb Tons
    --------------------------------------------------------------------------
    Proven & Probable Reserves 278,900 9.22 2,571,300 9.85% 27,460
    --------------------------------------------
    Measured & Indicated Resources 215,600 9.30 2,005,700 9.43% 20,330
    --------------------------------------------
    Inferred Resource 873,800 7.18 6,275,100 7.72% 67,460
    --------------------------------------------------------------------------

    The silver-lead portion of the reserve estimate now represents 28 percent of the total reserve tons. Silver ounces contained in silver-lead ore increased by 87 percent, with a 79 percent increase in contained tons of lead. The total reserve tons of silver-lead material increased by 126 percent. Ounces of silver contained in the silver-copper reserve increased by 8 percent over the April 2007 reserve.
    The increase in reserves is a result of an exploration and development program undertaken by U.S. Silver since acquiring ownership and operation of the Galena mine in June 2006. During 2007, management placed an increased emphasis on development and diamond drilling of the known silver-lead zones that exist at the Galena mine. Recent exploration demonstrated that the silver-lead zone may be potentially larger than originally indicated. While exploration and development of silver-copper ore continues on a par with silver-lead development, the Company expects the silver-lead resource to grow at an increased rate in the near term. The silver-lead ore is being processed at the Coeur mill while silver-copper ore continues to be processed at the Galena mill.
    Reserve and resource grades are based on mine chip and diamond drilling samples. All samples are obtained and assays are reported under a formal quality assurance program.
    Mark Hartmann, President and Chief Operating Officer of U.S. Silver, stated, "we are pleased with the effort our work force made during 2007 in exploring and developing new areas for production, that allowed the Company to report an increase in ore reserves, particularly for silver-lead ore. We have made significant improvements since taking over the Galena Mine complex and are excited about the many opportunities ahead of us."
    Information of a technical nature in this press release respecting the properties has been prepared and reviewed by Mr. Daniel H. Hussey, Chief Geologist of U. S. Silver, who supervised the drilling and sampling programs, and resource estimation. Mr. Hussey is a "qualified person" within the meaning of National Instrument 43-101 of the Canadian Securities Administrators.
    ABOUT U.S. SILVER CORPORATION
    U.S. Silver, through its wholly-owned subsidiaries, owns and operates the Galena, Coeur, Caladay and Dayrock silver-lead-copper mines in Shoshone County, Idaho, with the Galena mine being the second most prolific silver mine in US history. Total silver production from U.S. Silver's mining complex has exceeded 210 million ounces of silver production since 1953. U.S. Silver controls a land package now totaling approximately 18,000 acres in the heart of the Coeur d'Alene Mining District. U.S. Silver is focused on the production and exploration from existing operations as well as exploring and developing its extensive Silver Valley holdings in the Coeur D'Alene Mining District.

    "Confusion is a word we have invented for an order which is not understood." Henry Miller

    Einmal editiert, zuletzt von Tschonko ()

  • Halte das Ganze nur für eine Zwischenerholung. Das ganze dauert schon noch einige Monate, glaub ich

    GATA glaubt, dass wir jetzt am "Tipping Point" stehen.


    Ich tendiere eher zu deiner Meinung und glaube nicht, dass der Widerstand schon gebrochen ist. Trotzdem, möglich wär es schon.


    Sind in jedem Fall einzigartige Zeiten, in denen man nicht vorhersehen kann, was nächste Woche passiert.


    Die Stärke gegenüber den Standardmärkten von Do+Fr war schon sehr beeindruckend.


    Die Frage ist nur: Wie weit geht's runter beim Dow, DAX, S&P500, etc.?


    Hat irgendwer den Clive Maund Artikel auf Goldseiten (starker Bullenmarkt für US-Aktien zeichnet sich ab,...) gelesen? Was nimmt der denn für Drogen?


    Gruß


    der DAU

  • @dau,
    das sagte auch der merriman (Astrologe), der hat aber schon einen rückzieher gemacht.
    Im übrigen: ganz nüchtern: why not?


    @bobelle,
    danke


    timesystem,
    die kenn ich zuwenig. Haben nur mehr 7 Mille MC und ne Menge guter Projekte.
    Nur die müsst man im Einzelnen anschauen.
    Die werden ja am meisten gebeutelet. Siehe CMA.V, od. EXM.V, UNO.V etc.etc.....


    Sterling: eine kurze Lesermeinung hab ich gelassen: Tut zwar nichts zur Sache, aber weiblich...
    http://biz.yahoo.com/e/080625/srlm.ob8-k.html


    Form 8-K for STERLING MINING CO 25-Jun-2008
    Regulation FD Disclosure



    Item 7.01 Regulation FD Disclosure On June 25, 2008, J. Kenney Berscht, President of Sterling Mining Company, had a private phone conversation with a stockholder of Sterling Mining. In the course of the conversation the following information was provided:
    l Sterling Mining is involved in discussions with six firms or companies regarding financing options for Sterling Mining. Mr. Berscht believes two of the firms are substantial.
    l Mr. Berscht stated that he is 100% sure the Sunshine Mine that Sterling Mining is bringing into production is not going under or will close.
    l Mr. Berscht stated his belief that Sterling Mining will be breaking even by September 2008.
    l Mr. Berscht stated that one of the keys to profitability for the Sunshine Mine and Sterling Mining is pumping water out of the mine and reaching the 3700 ft level. He further stated that at that level there are rich silver veins.
    l The recent debt financing in the principal amount of $2,400,000 was obtained to avoid shut down the mine and lying off 150 workers. Mr. Berscht further stated that the loan would be paid off as soon as the new financing arrangement was established.
    l When asked whether Sterling Mining would do a private placement of 10 million shares at $1.00, Mr. Berscht stated that Sterling Mining would not do so.
    The foregoing information was subsequently posted by the stockholder in a message on the Yahoo Finance Message Board.
    For purposes of clarification, public investors should note the following:
    l Sterling Mining has no agreement, arrangement or understanding regarding debt or equity financing. Sterling Mining is in need of additional capital to fund current operations, meet short term working capital needs, and complete its plan for bringing the Sunshine Mine into production. Failure to obtain such financing could result in an inability to fund current operations and curtailment or closure of the Sunshine Mine, and of which would have a material adverse effect on the results of operations of Sterling Mining.
    l Assuming Sterling Mining can obtain required immediate financing on acceptable terms, rehabilitation of the Sunshine Mine proceeds as planned, ore is recovered from the mine in sufficient quantities with high enough silver content, Sterling Mining can maintain acceptable arrangements for processing the ore produced, metal prices remain above certain levels, and a number of other factors related to Sterling Mining's operations described in its Annual Report on Form 10-K for the

    year ended December 31, 2007, as amended, remain favorable, then it is possible that Sterling Mining could reach a point in the latter part of 2008 where monthly revenues are sufficient to cover monthly expenditures. There is no assurance this will occur, much less than it will occur in September of this year.


    Zusätzlich sagte er da noch Folgendes:
    He also mentioned that on the Canadian exchange there is a short postion of 600,000 shares. On the OTC he doesn't know because the short position is unreported. Honestly, I am down a big boat load of money. There is no way I am going to give in to the Shorts and there crooked game. I have to believe that the worst outcome would be being acquired by a larger Company.



    So, und nun kommt MILLY....... :D
    Jetzt wird er sie schon für 20 cts sehen.....

    • Offizieller Beitrag

    hallo dau,


    Gelesen? Viel zu lang. Muss Taktik sein, so liest man nur den Titel oder das abstract 'grosser bullshit in US-Aktien'....wie der dazu kommt, soviel Hirnschmalz abzusondern...das weiss ich nicht!


    Gruss,
    Lucky

  • Name täuscht - hier gehts hauptsächlich um Silber. Grüße


    http://www.ovocagold.com


    Düsseldorf (aktiencheck.de AG) - Die Experten der "Wirtschaftswoche" halten die Ovoca Gold-Aktie (ISIN IE0006649010 / WKN 903680) für ein sehr spekulatives aber auch sehr aussichtsreiches Investment.



    Das Hauptprojekt des Explorers sei das Goltsovoye-Silbervorkommen im
    Osten Russlands. Seit Anfang des Jahres gebe es eine unabhängige
    Machbarkeitsstudie. Aus dieser gehe hervor, dass sich die
    Anlaufinvestitionen auf 74 Mio. USD, die Produktionskosten auf
    durchschnittlich 4,11 USD pro Unze und die anfängliche Jahresproduktion
    auf 6,4 Mio. Unzen belaufen würden. Mit der Produktion könnte Anfang
    2010 begonnen werden.



    Das Goltsovoye-Silbervorkommen liege in der Nähe der Dukat-Mine, die
    von Polymetall betrieben werde, die unter einer rückläufigen Produktion
    und Überkapazitäten zu leiden habe. Daher wäre eine Übernahme von Ovoca
    Gold eine günstige Alternative für Polymetall. Die Analysten von RBC
    Capital würden mit einem Übernahmeangebot rechnen und das Kursziel auf
    17 GBp taxieren.



    Nach Meinung der Experten der "Wirtschaftswoche" weist die Ovoca
    Gold-Aktie ein attraktives Chance/Risiko-Verhältnis auf. Ein Stoppkurs
    sollte bei 7,90 GBp platziert werden. (Ausgabe 27) (30.06.2008/ac/a/a)
    Analyse-Datum: 30.06.2008

    • Offizieller Beitrag

    Ovoca Gold hatte user gutso vor langer Zeit mal erwähnt und der Rohstoffspiegel im letzten Herbst; man hatte hier darüber diskutiert. Nach wie vor interessant, aber man sollte sie haben, bevor sie überall vermarktet wird....
    Gruss,
    Lucky

  • Du sprichst in Rätseln.


    Wie ist das "why not" gemeint?

    Hallo Dau,
    das war lakonisch gemeint.
    Why not heißt auch: es könnte durchaus sein.....


    zum Golddrivers contest:
    Hat da etwa unser "Milly" auch mitgemacht? (er hat real reinen Tisch gemacht!)


    Heron, silvernugget und ich sind ganz hinten, so zwischen 500-600.
    Wir sind die Looser.....
    Aber Eric Hommelberg oder Redfern (CEO Mexivada) sind da auch zu finden, also sozusagen in guter Gesellschaft.


    Eines ist uns auf jeden Fall vorzuwerfen. Zumindest mir, da es im realdepot so ähnlich ausschaut.
    „If you are wrong, don’t be wrong for long."


    Bei mir sind es vor allem die one whole wonders, die extrem schlecht stehen.
    Sehr solide eine FR.TO oder eine FCO.TO (hab ich im Moment nicht mehr)


    Es ist eine ziemliche Wurstelei zur Zeit......


    Depots 500-600
    http://www.golddrivers.com/alt/contest2008.asp


    Grüße
    Tschonko


    PS: SRLM unter 1, dafür stieg USA.V ziemlich. Könnte sein, dass da ein paar wechseln??

    • Offizieller Beitrag

    Hallo Tschonko,


    Ein Milly der existiert in der Liste, in eurer Gesellschaft. Ich bin vom 1. auf den 280. Platz zurückgefallen ^^
    Aber es zählt doch nur der letzte Handelstag des Jahres...


    Hier wettest du, aber beim GS-Silberspiel nicht...


    Lucky

  • Tschonko, Lucky
    Beim Contest hab ich fast nichts ausgelassen, vom Prozess bis zum Spin-Off ist fast alles dabei, nur eine Übernahme fehlt mir noch :D


    Irgendwie wie im richtigen Leben. - Kurios bei Milly: da gibt es 100% Verlust bei einer Position. (Ist aber ein Irrtum von Golddrivers). - Und unser Bester ist zur Zeit Lucky!


    Bleibt die Frage was das beste Depot für die zweite Jahreshälfte wäre. - Ich glaub ich würd's aus den größten Loosern der ersten Jahreshälfte zusammen stellen.


    VG heron

  • Lucky, heron,
    klar die haben noch immer GGC.V im System, die Schauer.....
    Klar, abgerechnet wird am Schluss.
    Hab ja schon erwähnt mal, die so Sachen wie Gammon und die anderen Großen wie HL SSRI SLW etc. haben sind solide.
    Vorne diejenigen mit einer Aktie von 200 od. mehr Prozent.


    Würd nicht unbedingt nur die nehmen, die stark gefallen sind....
    Dazu kommt noch, ob noch was am Meldungen zu erwarten ist.
    Können uns mal eine Liste zusammensuchen bei Lust und Laune.


    Bei MFN wird es auch knapper als erwartet. Hätt ich mir nicht gedacht.



    Minefinders: Racing Against the Clock to Production


    by: Davy Bui posted on: July 01, 2008 | about stocks: MFN Racing is a fairly apt description but more on that below. First, an update on Minefinders' (MFN) Q1 2008 (all figures US$ unless noted):

    • The company burned $7M during the course of operations in Q1 2008, more than doubling last year’s cash burn. Because MFN is not yet in production, looking at the total cash burn number is important. Here we see the company drew $6M from its credit facility during Q1 and burned through $15.5M total, including operations and capex. The company’s cash balance, as of Q1 2008, stands at $5.5M with $44M remaining in its credit facility.
    • On the balance sheet, the company’s liquidity position is starting to run a little close to the flesh. See above for cash balance. Total debt jumped 12.3% due to the credit draw. What’s interesting to note is that the company has $13.2M in receivables, the vast majority of which are VAT refunds due from the Mexican government for construction of the Dolores mine. About $10M cash was paid to the company subsequent to the release of the Q1 results so there’s a little breathing room.
    • Obviously, a company with no production and burning cash is going to show a loss. Other than a 2% increase in shares outstanding, the income statement didn’t have much of note.

    Other items of note from subsequent updates:

    • An illegal blockade led to operations being briefly suspended and the first-pour date being pushed back from June to mid-July. The blockade was resolved in early June.
    • Management released 2008 production estimates for 40k oz au and 1M oz ag at cash cost of $403 per gold equivalent oz. At average prices of $850/$16 for gold/silver, income from production would be around $26M for 2008.
    • Remaining Dolores expenditures are projected at $32M over the rest of 2008 (as of 03/31/2008 . At that time, MFN had $5.5M cash, $12.3M net working capital & $44M remaining on their credit facility.
      • As of 05/08/2008, the company had $10.9M in cash and $37M remaining in its credit facility.

    <img alt="" src="http://app.quotemedia.com/quotetools/getChart?chscale=1y&webmasterId=91022&snap=true&symbol=MFN&chtype=AreaChart&chwid=284&chhig=150&chfill=ee0066CC&chfill2=110066CC&chln=0066CC&chmrg=0&chfrmon=false&chton=some" align="right" />Minefinder’s situation is fairly clear from examining the results. The company is in a footrace to bring Dolores into commercial production before they run out of liquidity and have to resort to dilutive measures such as issuing equity or convertible debt. If you take the company’s word at face value, the race is getting a little close for comfort but nothing to suggest code alert red as of yet. I usually discount management projections to the downside (CEO Mark Bailey and his team have proven this to be prudent) so I fully expect this race to tighten as we move into the 2nd half of 2008.
    As the blockade demonstrated, there are also (always) inherent risks in operating mines, even in safe jurisdictions. From my position, it is impossible to fully anticipate which sites will run into community issues, cave-ins, etc. and so I accept that risk when investing in mining companies (known unknowns, if you will).
    Despite this, I fully expect management to win this race and bring Dolores online with current liquidity at hand.
    Performance Measurements:

    • Hit 2008 Guidance:
      • first pour in mid-July 2008
      • 40k oz au + 1M oz ag @ GOE cost $403/oz
      • Generate $22M - $28M in production income
    • 2009/2010 Production guidance:
      • Gold: 129k oz both years
      • Silver: 3M oz / 4M oz for 09/10
      • cash cost @ $297 (I expect this number to move higher)
    • Bring Dolores online without dilutive measures. Taking on more debt is preferable but barely acceptable (and no guarantee it will be available). I would like to see management live up to their word that they can bring this thing online with current resources on hand. Understanding that a first mine is a huge undertaking with many learning curves, this expectation, for me, is a line in the sand — can management deliver or not?
    • Complete feasibility study in 2008 on the prospect of a flotation mill at Dolores. According to the company, such a mill would boost recoveries on gold from 72.25% to 90-95% and on silver from 50.8% to 85-90%.
    • Cash flow positive by YE 2008 or in 2009 at the latest.
    • Define the possible resource at Dolores outside the current open-pit mine plan.
    • Continue exploration at other sites (Planchas de Plata, etc).

    Disclosure: Long

  • Ein bisserl moralische Unterstützung.... :D


    Auf http://www.preciousmetalstockreview.com/ will einer Einblick in sein Portfolio verkaufen.


    Bietet auch einen kostenfreien Newsletter an.
    Ein Probeexemplar hier:
    http://www.preciousmetalstockr…oads/June%2022%202008.pdf



    Interessant, dass es keine der Companies mehr gibt. Alle gefressen? Beziehungsweise, ich kenn halt keine.... :D
    Hab schon einmal so eine geschichtliche Geschichte eingestellt, wo man verfolgen konnte, welche Entwicklung die nahm.
    Gehört heute übrigens Barrick...


    Do you remember the last bull market in precious metals? Once the public was lining up to buy gold and silver it was already time to sell. This is coming again and you do not want to be in line buying when you should be there selling with huge gains to show for it.
    Imagine sitting back and watching people panicking to bid your stocks up in order to buy them while your portfolio increases exponentially. Having bought when no one was looking early on in the bull market you will have the advantage and have huge gains already even before the panic and mania stage begins.
    In the last bull gold and silver bull market some staggering gains were made by tiny companies who, in some cases, really weren’t all that good but the public doesn’t care when they want something, and they all do at the same time, they buy, buy, buy no matter what the cost. The dream of easy money gets them every time.
    Imagine buying now and selling then, you will see returns like companies such as Lion Mines; it went from $0.07 in 1975 to $380 in 1980. Bankeno was $1.25 in 1975 to peak at $430 in 1980. Wharf Resources went from $0.40 in 1975 to $560 in 1980.
    These are true stories and this bull market is much strong than the one in the late seventies and early eighties.
    · Lion Mines- 1975 $0.07 / $380 in 1980
    · Wharf Resources- 1975 $0.40 / $560 in 1980
    · Bankeno- 1975 $1.25 / $430 in 1980
    · Steep Rock- 1975 $0.93 / $440 in 1980
    · Mineral Resources- 1975 $0.60 / $415 in 1980
    · Azure Resources- 1975 $0.05 / $109 in 1980
    I am not asking you to invest all of your money or savings like I have, I have true conviction and the gumption to follow it, I am simply saying you MUST invest a portion of your portfolio as a speculation, but a very good one in my opinion, a sure bet if you can stay the course, which is the biggest problem for most people. A small investment of say $ 1,000 would have returned gains that have been unmatched...until now. · Lion mines, 14,285 shares turned into $5,428,300
    · Wharf Resources, 2,500 shares turned into $1,400,000
    · Bankeno, 800 shares turned into $344,000
    · Steep Rock, 1,075 shares turned into $473,000
    · Mineral resources, 1,666 shares turned into $691,390
    · Azure Resources, 20,000 shares turned into $2,180,000 These examples all happened over a short five year timeframe. They are hard to believe even for me but they will happen again most likely dwarfing the returns from the 80’s. This is truly your opportunity to retire young...and RICH! Truthfully what is a thousand dollar worth to you in the long run? Well if you subscribe to follow my portfolio it could be well above the answer you just gave to yourself. This is only the beginning. There will be bumps along the way so let me help you through and we will prosper together. Please read my FREE weekly newsletter and subscribe to follow my portfolio.

    "Confusion is a word we have invented for an order which is not understood." Henry Miller

    Einmal editiert, zuletzt von Tschonko ()

    • Offizieller Beitrag

    Hallo Tschonko,


    Beim Contest kann ich nix mehr fixen, alle 10 gewählt.


    Ein Hommel-Revival....dabei hat der erste noch gar nicht aufgehört. Wenigstens nicht so unverschämt teuer wie Hommel. Wer will, na denn...


    Die verblichenen Companies: Lehrbeispiele zur Börse, wo halt seit jeher immer wieder Zukunftsshoffnungen gedealt werden. Man kann dicke Geld verdienen, wenn man aufpasst und die Klingel zum aussteigen hört :) . Machen wir doch diesen Thread (oder die Depot-Threads) zum Hörgerät: postet mehr Austiegsmöglichkeiten zur Gewinnsicherung. Edel scheint das ja ganz edel zu bewerkstelligen.


    Da braucht niemand mehr für teures Geld einen 'look into my portfolio'....


    Gruss! Lucky

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