Silber Companies - Liste und Neues

@eldo, lucky,
im Prinzip ist es egal, ob physisch auslieferbar. Hat mit Shorten nichts zu tun.

Physisch ausliefern ergibt bei Anleihen Sinn, vor allem Zero bonds.....

@dau, value,
ja ich hab auch gestern FR ein bisserl aufgestockt.

Ein anderes Beispiel ist die Mentalität, in diesem speziellem Fall wie der sprichwörtliche Elefant im porzelanladen), wie Companies als Selbstbedienungsladen benutzt werden.
Eine unglaubliche Frechheit....
Diese Meldung zu dem Timing. Sonst erfährt man nichts....

Sterling Mining Announces Stock Option Grants
Thursday July 17, 10:33 am ET
WALLACE, IDAHO--(MARKET WIRE)--Jul 17, 2008 -- Sterling Mining Company (Toronto:SMQ.TO - News)(OTC BB:SRLM.OB - News)(Frankfurt:SMX.F - News) issued an aggregate of 1,289,995 options under the Company's Equity Incentive Plan.
Sterling Mining Company's board of directors, on June 30th, in accordance with the Company's stock option plan, approved the granting of 1,289,995 stock options to eleven officers, directors and employees of Sterling at an exercise price of $1.45 per share through dates ranging from July 2008 to April 2015.
All of the options and stock were issued pursuant to existing employment agreements and to the provisions of Sterling's 2006 Equity Incentive Plan and in reliance upon the exemption from registration contained in Section 4(2) of the Securities Act of 1933.
The board of directors also ratified a long standing policy adopted in 2005, whereby each director of Sterling shall be paid $150,000 upon a non board approved change of control of the Company.
About Sterling Mining Company
Sterling Mining controls the Sunshine Mine, which began initial production in December 2007, and related exploration lands in the prolific Silver Valley of northern Idaho. The Company also holds several silver properties in Mexico, including the Barones Tailings Project in the Zacatecas Silver District. Shares of Sterling Mining Company trade on the TSX under the symbol "SMQ", on the OTCBB under the symbol "SRLM", and also on the Frankfurt Stock Exchange under the trading symbol "SMX".

So, jetzt geh signaturmäßig wieder in den Kotzmodus......

Grüße
Tschonko

@ auratico,
dem ist nichts hinzuzufügen, außer dass fast nichts zur momentanen Situation kommt.
Das ist eine zusätzliche frechheit. Produziert baroness noch? Was wird zur Zeit aus der sunshine herausgeholt etc.?

Lucky hat dankenswerterweise einen Thread zu shortselling und naked shortselling eröffnet.
Da gibt´s auch noch Unklarheiten, scheint mir.
Short sqeeze darf man auch nicht vergessen. das ist ja alles "normal"
Stinken tut´s, wenn auf einmal mehr Aktien da sind als ausgegeben
Leerverkäufe ohne Deckung, das "Verbrechen des Jahrhunderts"

Ein Spitzeninterview mit Sean Rhakimov.
Arbeitet der nicht mehr bei Impact Silver. Er erwähnt sie nicht???
http://seekingalpha.com/articl…silver-ahead?source=yahoo

Sean Rakhimov: 3-Digit Silver Ahead

by: The Report posted on: July 09, 2008 | about stocks: CDE / DBP / DBS / FRMSF.PK / HL / PAAS / SLV / SLW / SSRI
In this exclusive interview with The Gold Report, Sean Rakhimov explains why he thinks silver will rise like a rocket in the next couple of years. He also gives some advice on how best to participate in the coming silver boom. Sean is the founder and editor of Silverstrategies.com, a website dedicated to silver investing.

Zitat

TGR: Where do you see the silver market going for the rest of this year and into 2009?
SR: Let's start with a little background. First of all, the silver market is very small relative to other markets and this introduces a lot of price volatility. Silver is also unique in that it is both an industrial and a monetary asset. It's easy to make quite a splash doing business as usual. In other words, the closure of a mine or opening of a new one can substantially influence the rest of the market. Silver happens to be one of the most versatile metals. Every year there is a continuous flow of new patents. In fact, silver accounts for more new patents for new applications than the rest of the metals combined. A few years ago digital photography was supposed to "kill" the silver market. Back then silver was $5 to $6, maybe $8. Every financial pundit, especially in the mainstream media, predicted digital photography would have an adverse impact on silver prices. Since then silver has tripled or doubled (depends on from where you're counting). I bring this up because it's similar to an equally important contra silver argument widely accepted by analysts and the media, namely, that silver is an industrial metal and not a monetary metal so it will behave more like base metals. Frankly, I find that argument laughable. The reality is that the monetary aspect of silver will dominate and carry it to astronomical heights in this cycle, which I expect to last another decade.
I try not to make short-term predictions since it is a futile exercise. Silver is too small and volatile a market with too many moving parts and relationships to base metals, economics, gold and who knows what else. Over the longer term, however, I believe silver will do spectacularly well. I absolutely believe we will see three-digit prices, perhaps over $200, and possibly over $300— as outrageous as it may sound right now. The looming financial crisis will be much more severe and prolonged than anything we can imagine. There will be a depression of sorts, especially in the U.S. and I expect silver to be one of the stellar performers.
TGR: Other than serving as a barometer of the financial markets, what will move silver into more of a monetary role?
SR: It's not the financial markets per se that will be the driving force. I think it’s going to be driven primarily by the man on the street trying to preserve his liquid assets—his buying power. He will not be reading analyst reports. No one listens to analysts in developing countries.
TGR: So you are not talking about the U.S.?
SR: I am talking about countries that have savings unlike North America, especially the U.S. I expect silver to make quite a run, perhaps on the magnitude of a double, probably within the next 18 months, pushing it up into the $30 range. When the silver price moves, it moves like a rocket. That is about the shortest-term prediction I can give you.
TGR: What’s causing it to stagnate now? It recently dropped down along with gold. Are we overly optimistic in the U.S.—putting our heads in the sand regarding what’s really happening in the financial markets?
SR:In the short term there could be any number of reasons—maybe 50—but a year from now we’re not going to remember any of them. We don’t remember the reason silver fell from $15 to $10 a year and a half ago and now it really doesn't matter.
TGR: Do you see silver paralleling gold or do you think it will eclipse gold in terms of its percentage rise?
SR: I got into silver back in 2000 because I figured that the place to be for the coming decades was the hard assets. Then I narrowed it down even more to gold. Whatever appreciation happens in the hard assets will be ultimately reflected in gold. It won’t be one for one, but it will eventually be the mean average.
Then I stumbled onto silver, realizing it offers you leverage over gold. It gives you everything gold gives you, only it will give you leverage in terms of the percentage of appreciation on your investment. That’s how silver became my focus.
Silver is definitely a monetary metal and will continue to be used as such if for no other reason than it can be saved and accumulated and stored. Gold and silver are also the most liquid. If you have a couple of rolls of—I don’t know—copper wire, it’s not an easy thing to dispose of. But you can take gold and silver to the bank or a coin dealer, or you can put it on e-Bay.
The other consideration is silver's relationship to gold. Silver often tracks gold and trades in tandem in terms of price. Yet the fundamentals underlying the two metals are quite different. As a monetary metal, silver has open interests in the futures market, similar to gold, which is many times greater than the physical supply of the metal. In that respect, silver is quite different from base metal. Base metals have futures markets too but the open interests in gold and silver are actually comparable to currencies as opposed to other metals. That’s another confirmation that the market views silver as a monetary metal. In good times, such as those prior to 2000, metals didn’t do particularly well. But, in bad times such as I see coming in the very near future, metals will resume the role of safe haven that they do so well.
While silver often moves with gold—both have recently been sold down severely—the amount of silver available to the market is actually less than the amount of gold available. Gold is for the big players—governments, big institutions, corporations—the big money. Silver, on the other hand, is for the average guy. And there are 6 billion more of these average guys than there are big players. In the past people used gold coins, silver coins, copper coins, and other forms of exchange. But the relationship between the gold coins and the silver coins was roughly 1 to 10 or 1 to 12, at times, 1 to 15 or maybe 16. That is a pretty strong relationship. Now, the reason for that is called "natural ratio". Essentially that refers to the ratio at which they come out of the ground. That is the ratio at which they occur in nature. The reason this is so important is that if we look at the price relationship of gold to silver, it will be roughly in the 50's. When I started studying this, the ratio was 100 to 1 in favor of gold. So, silver has outperformed gold by about 100% since 2001-2002.
There are many things to consider if you want to invest in silver. Some people do it for the insurance rather than to make a buck, so it can preserve buying power. Keep this in mind when you watch silver drop $1 a day or $5 a week. In the long run, I maintain that we will see three-figure silver prices. I believe that silver is very, very undervalued and has an extremely bright future.
TGR: Earlier you said: “Silver gives you more leverage than gold.” Could you expand on that?
SR:That is undeniably true. The natural ratio depends on how much more gold is mined than silver; in some areas more silver is mined than gold, as is the case in Latin America versus South Africa. The natural ratio is in the range of 10 to 15 and it has lasted for thousands of years. I use the word “leverage,” not referring to leverage you get by buying, say, mining stocks or futures, or anything like that. What I mean by leverage is simply that there is less silver available, and it’s trading at a cheaper price relative to gold. Some catching up has to take place to revert to the mean of the historic price ratio. Leverage exists in silver's relationship to gold; so, if gold goes up 100%, I maintain that silver will do better than that over the longer term.

Alles anzeigen

Fortsetzung also TEIL 2:

TGR: You are in contact with a lot of silver companies; that’s your main focus, right? Are there some that merit investment consideration?
SR: The recent performance of the markets would suggest that I don’t.
TGR:Really? I would think there would be opportunities with some of the pullbacks.
SR: Oh, I agree with you. Generally speaking, some of these stocks are trading at levels that present an excellent opportunity to gain exposure to the silver sector. I prefer the juniors because they’re more accessible—you can go and meet the president. The juniors are closer to the market, and more in tune with their investors. The bigger companies cater to the bigger investors. So, the silver sector has taken quite a beating along with related stocks in the commodities area, with the exception of potash and oil companies. Even the oil companies are not doing that well relative to the oil price itself.
So, in the silver sector, I visited all four of First Majestic Silver's (FRMSF.PK) mines maybe two and a half-three months ago. I was very impressed with the company. I think they have a very good future, and at their current price, it will be a good investment for the year ahead. If you had a silver index, I think their performance would beat the silver index.
Among the juniors I like the producers. Fortuna Silver Mines, Inc. [FVI] is a good company in that regard. It’s been sold off by the market for whatever reason. I think they’re going to do well.
TGR:They’re a producer?
SR:Yes they are. There's also a company called Minera Andes [TSX.V:MAI] that is one of my favorites. The company has been around for quite some time in Argentina. They have very good management. Rod McEwen is a large investor in the company. I like the management; I like their style; I like their execution.
They have a very large and sophisticated partner for their project that is in production, which is Hochschild Mining [HOC: LSE], a big mining company in Latin America, listed on the London Exchange actually. So, they’re a 49%-owner in a producing mine in San Jose, Argentina.

They’ve expanded the project, which (the expansion) should start operating later this year. And they paid their part of the cost of the expansion, but have not yet reaped the benefit. The expansion should double their production, making them a significant producer.
Most of these junior producers are in Mexico. One that isn't, that I like a lot is Silvercorp Metals Inc. [SVM]. I’ve been watching it since it was SKN Resources. By the way, for full disclosure, I own First Majestic; I own Silvercorp; I own Minera Andes. I would actually have to think twice before I would recommend a company that I don't invest in myself. So, Silvercorp's operations are in China. This company has done spectacularly well. I think it will continue to perform very well. It will probably become a takeover candidate in the next couple of years as the price of silver goes up.
There are two up-and-comers I like. Kootenay Gold [KTN] is one of them. Although their name suggests they’re a gold company, their main project is silver. This company has been around for about two years and has some good drill results. We don’t know the extent of their discovery yet, but I would certainly qualify it as an "A Discovery" at this point.
Another company I like is Geologix [GIX], which also has projects in Mexico. Now, Geologix is actually somewhat different. I met with the management; and was very impressed with the caliber of people they have. The project so far has indications of being equally stellar. They did a deal with Silver Standard Resources (SSRI) and acquired the land around it. The project had some very good drill results, and it looks like it’s a big deposit. We don’t know how big it is and are now awaiting an initial resource calculation. The market has been less than enthusiastic because Geologix had a potentially large payment coming due for the project they acquired from Silver Standard. The good news is that the size of the payment is directly tied to the amount of the resource they find. So, the larger the resource, the larger the payment, but it also means the larger the value in the company. They had enough cash to get through early 2009, and they had quite a healthy burn rate drilling and extending the deposit in Mexico. So, that’s another company that I like.
There’s a bunch of companies that I like but I hesitate to say flat out “Oh, buy this company.” I have discovered that it's better to inquire about the objectives and the investment style of the potential investor. These companies often have ups and downs, which can be quite dramatic and not everybody’s cut out for that degree of volatility. Many are very long-term propositions. Mining is a very risky business. For those who do not spend a lot of time researching these companies or understanding the sector, the most prudent and safe choice would be silver bullion—a must-have. I also think that the larger silver companies will perform very well. Pan American Silver Corp.(PAAS) will do extremely well. Silver Wheaton Corp. (SLW) will also do very well. They’re fantastic investments at current prices. A little company called Silverstone Resources [SSP] will also do very well.
TGR:You follow these companies for a long time don't you?
SR: I have a long history with some of them and have been tracking them long before they became what they are today. For instance, I picked up Silver Wheaton when it was called Chap Mercantile. At that time it traded at $.65 per share, and today it trades at $14 and is a $2.5 billion company. I think investing is more about the investor rather than the investments. Most people can’t get out of their own way in terms of these investments. They need patience. These things take years. I remember Western Silver [WTC.TO] when it was Western Copper and trading below a dollar. It sold for $20 plus.
TGR: I’m looking at a couple of charts. Silverstone Resources has been in this $3 base-building area and trading from $2.50 to $3.50 for quite awhile. Geologix was similar. This stock ran up in May of 2007, pulled back down, retested in December 2007, pulled back down, and now appears to be headed for that $3 level, which it has tested three times. From a technical standpoint, both of these stocks have very attractive chart patterns.
Can you comment on both of them in terms of what the markets may be waiting for? Is there a 43-101 or are there more drill results? What’s cooking behind the scenes in these companies?
SR: Let's start with Geologix since I have gotten an update on them recently. Their first resource calculation should be coming out later this year. The payment is structured so that they have to pay per ounce of silver on the part of the property that they acquired from Silver Standard. The same is true for gold. What is often overlooked is that they do not pay anything for base metals that they discover on the property they acquired from Silver Standard, and base metals constitute about 50% of the value.

Fortsetzung also TEIL 3:

TGR: When you say “later on this year,” is that this summer, this fall, or is there a target?
SR:I would expect them to have something by the fall. The payment is due to Silver Standard by February 2009, so in the next six to eight months there will be substantial developments for the company. Questions remain as to how they will choose to make that payment or what the size of the resource will be. But the good news is they have a real asset there, and I don’t know how it’s going to be reflected in the share price, but I would expect it is going to be favorable.
TGR: So, Silverstone is a bit of a different breed of a company?
SR: Yet it is similar. Last August it had a big falling off, then it ran up back up to that $3 level. The credit crunch explains the drop off in August.
TGR: More like a credit meltdown.
SR:I would be willing to overlook that. Silverstone models itself after Silver Wheaton. They have royalties that are more like semi-royalties that they would acquire from producing mines at a fixed cost in the future. They are also working on their own silver projects in Mexico. What I find attractive is that the costs on a large portion of Silverstone's future silver production is fixed—at a time when operating costs in the mining sector are skyrocketing. I also like the management; they have excellent people, and have been very successful so far. So I expect good things from them.
TGR: Will this be event-specific?
SR: They will have some mines that will be coming into production down the line, but in the short-term these companies react very well to silver price appreciation—and I expect the silver price to double.
TGR: What kind of events could trigger something like that? Are you referring to ongoing credit worries?
SR: I believe we're going to see across-the-board revaluation of hard assets. $6 copper will become the norm. $130 to $150 oil will be the new reality. This commodities bull market is here to stay and people will accept that. One big development I see coming is a sweeping wave of nationalizations across the world. I think this is going to happen to resource companies across the board, not just silver.
TGR: That would put pressure on the entire sector.
SR:Yes, and it would certainly put pressure on Mexico where a lot of these companies are. Mexico and Peru are the two largest silver producers in the world. Mexico is part of NAFTA, at least for the time being. We don’t know how it’s going to shake out in the next couple of years. But Mexico has closer ties to the U.S. and Canada than some of the other jurisdictions.
For now, Mexico is considered to be the best mining jurisdiction in the world, which is good for silver and silver companies. But these things can change on a dime. I expect that some of these nationalizations will start to occur after 2010, and perhaps after $50 silver, $2000 gold. I wouldn't expect Mexico to hike royalties and taxes to unbearable levels as Mongolia and Zambia have done.
This nationalization process will have governments everywhere saying: “This resource is ours and we’re going to hang on to it.”
TGR: That's interesting. So it’s putting up trade barriers; it’s putting up nationalistic barriers.
SR: It won't be just trade barriers; it’s more like bargaining chips. Some countries are already curbing exports of food and some of their minerals—oil, for instance. Eventually all nations will retaliate by withholding their assets.
TGR: There's one last stock I'd like you to discuss. Do you have any thoughts on Silver Recycling Company, Inc. [TSR.V] that you'd like to share with our readers?
SR: That’s a very interesting story. The idea itself is brilliant. I think it has a very bright future provided it works out on the ground. Silver Recycling is unique in the mix of silver investments. You have bullion; you have ETFs; you have futures; you have stocks; you have warrants in some cases; and mutual funds. Then you have companies like Silver Recycling, which may give you exposure to the silver price. Its margins are not tied to the silver price, except in the volume they can process. A mining company produces silver at $5 per ounce, whereas a recycling company has to buy this stuff all the time, so theoretically that reflects the spot price or maybe a futures’ price. There’s a sliding scale where they will have to pay higher prices depending on what silver sells for. There isn't unlimited upside in terms of margins, but I think the company has unlimited potential for expansion because the number of private recyclers in the U.S. alone is over 100. Silver Recycling Company is just getting started. They will consolidate three private operations and bring them under one umbrella. Many of these operations are family-owned businesses with limited opportunities for expansion. By bringing them together as a public company there are more options for financial expansion, growth, and diversification of assets. Silver Recycling just closed a deal on one of the operations that had $85 million in sales in 2007. This is going to be a cash-flow type business; their numbers will be profitable all the way down to $6 silver. The price they pay for scrap is based on the silver price, so there is a built-in margin.
TGR: How many ounces will they process in a year?
SR: With the current acquisition, I don’t have the latest numbers. But I think it's in the area of five million ounces but don't quote me on that.
TGR: How does that compare? Give me a 5 million-ounce producer.
SR: Well, actually in the public sector, I don’t know that there is one. It falls into that middle area where you have the companies under that threshold, and then you have the companies above that threshold like Hecla Mining Company (HL) and Coeur d’Alene Mines Corp. (CDE). Of course they’re in a bit of different league.
TGR: How many ounces do they produce a year?
SR: I believe Hecla produces approximately 6 to 7 million ounces, but they also have a gold aspect and they recently made a big acquisition in Alaska and another in the Silver Valley. So, those numbers will change.
TGR: And those are the silver equivalents?
SR: No, the 6 million ounces for Hecla or the 6-million ounce range is for silver itself. Again, they do produce some lead and zinc, and I do not know for a fact if that would be an equivalent, but the bulk of it is silver.
TGR: Who is next down on the food chain?
SR: The next one down on the food chain would be First Majestic Silver Corp.
TGR: How many ounces are they producing?
SR: Well, they did about 3.5 million last year, and this year I think the plan is to do about 5.5 million, so this company would be in the range. It’s a mining company with operations in Mexico, we're not comparing apples for apples here, but that company has a market of well over $200 million.
TGR: Different business models—one’s got an asset and one’s got a business.
SR: Right, they’re different type operations, but the ultimate product is silver. That’s why we’re interested in a company like Silver Recycling. It’s a start-up with some ambitious goals. It has a very timely and viable idea. It provides another option for diversification of silver investments.

Hallo,
stelle noch einmal den link mit zu dem Spitzeninterview mit Sean Rhakimov ein.

http://seekingalpha.com/article/84220-se…ad?source=yahoo

Keiner gelesen, keine Kommentare? ......sogenannte Pflichtlektüre

Moriarty zu

Head for the bunkers
Bob Moriarty
Archives
July 16, 2008
Well, the US government in its infinite wisdom has put the fate of Freddie Mac and Fannie Mae in the hands of Congress. So 435 brave souls headed for a hotly-contested election this fall get to vote on the right "price" for Freddie and Fannie's shares. Why am I not reassured?
It didn't take one day for the pundits to respond, saying inflation is no longer an issue. Or at least THE issue. "We need to save these companies even if we destroy the economy." And we will. Destroy the economy. When no one is allowed to fail, failure becomes the standard.
For some reason silver companies have been trashed over the past year. Since last year most silver companies have been cut in half, or worse. I visited two wonderful silver companies a little while back. I've been gone and too busy to write about them but now is a good time, both are cheap.
About 7 weeks back, I visited Mexico and got to see two great mining companies. I have written about them before. This was my third visit to Endeavour Silver. (EDR:TSX) It was my second visit to Great Panther Resources. (GPR:TSX).
Great Panther just announced quarterly production of 436,000 ounces of silver equivalent ounces. Based on today's price of $1.14, they have a market cap of about $92.5 million. Call their yearly production 1.75 million ounces of silver equivalent. That makes them worth about $52.85 per production ounce.
Endeavour Silver announced their quarterly production of 515,634 silver ounces about a week ago. They are a pure silver producer. Based on today's price of $3.32 per share, they have a market cap of just about $162 million. I'll call their yearly production 2.06 million ounces of silver. That makes them worth about $78.65 per production ounce.
I want the reader to understand I don't want to make any comparison between the companies because there are other vital factors in determining market cap. Both companies are very well cashed up. Great Panther has about $4.5 million in cash, Endeavour Silver has about $14 million. That's very important today; hundreds of small juniors are on the ropes because they were counting on financing that suddenly dried up.
Both companies are far more developed than a year ago but the share prices have been hammered. It's crazy because both have accomplished everything they said they would. Both have increased 43-101 resources to the point it's obvious they have plans to increase capacity and both are producing silver at a profit.
I encourage readers to go to their websites and do your own due diligence. I want to point the companies out because they are so cheap relative to the market. Silver is going a lot higher and both companies intend to be mid-tier producers. I love the management of both companies.
When the crash hits, and it's coming between now and October, production stories will be the only game in town. I love these companies and I'm proud that we have been associated with them as long as we have.
Great Panther and Endeavour Silver are advertisers. We are biased.

....und noch ein Artikel:

So now, with gold again threatening $1,000 and silver looking at a supply squeeze* that could send it to the moon, the juniors are a question mark. Are they a busted business model that won't work until energy prices fall and venture capital becomes plentiful? Or are they a rubber band stretched so tight that it has no choice but to snap back violently?

We'll know for sure in a couple of years, but based on a general reading of history (and assuming precious metals keep going up), I'll go out on a limb and say the rubber band scenario is all but a done deal. Bull markets pass through predictable phases, with cautious money flowing initially into the big names and then (after the big names have made geniuses of their early investors) flowing more enthusiastically into small-caps on the periphery. In precious metals the first stage has gone according to plan, and the valuation gap between senior and junior has become a chasm. Today, an ounce of gold in the ground is worth maybe ten times as much if it's owned by a Goldcorp than if it's owned by some no-name Toronto Exchange exploration company. But it's all just gold (or silver), and sooner or later the discrepancy will be arbitraged away via a generalized increase in the value of the juniors' reserves, with the occasional parabolic spike.

So the question becomes which juniors. There are hundreds of them out there and most claim to have promising properties in various stages of development. Even in good times most will turn out to be either mistaken or lying, which makes buying them at random a really bad idea. So I asked a couple of people with histories of separating reality from hype for their current favorites:

Louis James is seinor metals analyst with Casey Research, publisher of several highly-regarded precious metals newsletters and generally one of the best sources of junior miner research. He likes the following: Silvercorp (SVM.TO). "Great company with a huge profit margin and fantastic blue sky, hammered hard now for no reason. Buying now could force the shorts to eat their shorts, driving the share price even higher. Company has tracked silver for years, and we expect it to do so again for years to come."
AuEx (XAU.V). "Great project generator, following the JV model with exemplary success. Has substantial stake in several projects with potential for large gold resources (over 1M oz), with work being paid for with Other People's Money. Top management."
Andina Minerals (ADM.V). "Not cheap, but has a genuine monster gold deposit in hand, and it's getting bigger. Excellent infrastructure advantages, new resource calculation due out soon."

Claude Cormier, publisher of the OrMetal Report, has almost made me rich once already. Back in 1998 I wrote a column on gold stocks for TheStreet.com that featured his favorite juniors. One of them was Glamis Gold, which looked promising at $1.50. I bought 10,000 shares and when it doubled I sold, feeling pretty smart. Then I watched from the sidelines as it kept on rising, eventually being bought out for around $40. In other words I could have had a seven-year all-expenses-paid vacation by just holding onto that one stock. So Claude has massive cred here at DollarCollapse. His current take:

Zitat

It is not an easy task to give you my favorite gold stocks in this market because there are so many to choose from. The junior market is truly at bargain levels.
At the top of my list is Canplats Resources (CPQ.V), an explorer with a new discovery in Mexico not far from Goldcorp's Penasquito mine. I am guessing that they may have found as much as 3 millions ounces of gold plus good quantities of silver, zinc and lead. The deposits are open in most directions and are growing steadily.
My second choice, which could really be in first place as well, is Chesapeake Gold (CKG.V), which has a huge open pit deposit in Mexico containing 20 million ounces of gold, 380 millions ounces of silver plus some zinc. They want to maximize the use of conveyers instead of feeding a truck fleet with expensive oil. This could have a major positive implication for costs.
In third position is Detour Gold (DGC.TO) which is developing the Detour Lake deposit in Ontario. It just released an update showing 11 millions ounces of gold. The exploration program is proceeding and more gold will be found. We came in late on this one, so it is no longer a huge bargain. But it should eventually be taken over by a senior company.

* Now, about the silver shortage: Yesterday I called the Northwest Territorial Mintto order some silver coins and spoke to a frazzled but energized saleswoman who claimed to also run the gift shop. Among other things she said that customers are ordering huge quantities of silver bars and coins, and walk-ins (people showing up in person to buy bullion) are gobbling up all the Mint's on-hand inventory. As a result, a decent-sized phone order now takes up to 60 business days to ship. This is one of those rare cases where the investing public has the power to purposefully affect a commodity market; if we all order physical silver the supply shortage will become impossible to hide. Just one New York Times story and it's game over for the shorts.

Silverstone mit Qu 2: das passt, sie kommen ca hin, wo sie hinwollen.
Aber sie werden schon bald einen neuen vertrag machen (müssen)

Silverstone Provides Q2-2008 Silver Sales
Monday July 21, 12:21 pm ET
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Jul 21, 2008 -- Silverstone Resources Corp. (CDNX:SST.V - News) ("Silverstone") reports sales of 462,000 ounces of silver in the second quarter of 2008. Silverstone has forecast fiscal 2008 silver sales of 2,155,000 ounces. Silverstone purchased Q2 - 2008 production at an average cost of US$3.97 per ounce. The cost of silver is fixed at less than US$4.00 per ounce through 2010.

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Fiscal Year
Q2 - 2008 (A) Q1 - 2008 (A) 2008 (F)
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Ag (oz) Ag (oz) Ag (oz)
-----------------------------------------------------------

-----------------------------------------------------------
Cozamin 343,000 306,000 1,300,000
-----------------------------------------------------------
Neves-Corvo Copper 119,000 97,000 540,000
-----------------------------------------------------------
Neves-Corvo Zinc 0 0 90,000
-----------------------------------------------------------
Aljustrel Zinc 0 0 225,000
-----------------------------------------------------------

-----------------------------------------------------------
Total 462,000 403,000 2,155,000
-----------------------------------------------------------

Note: Results for the three months ended June 30, 2008 will be
reported in August 2008.

Silver Sales Forecast(1)
-----------------------------------------------------------
2009 (F) 2010 (F)
-----------------------------------------------------------
Ag (oz) Ag (oz)
-----------------------------------------------------------
Cozamin 1,500,000 1,500,000
-----------------------------------------------------------
Neves-Corvo Copper 540,000 540,000
-----------------------------------------------------------
Neves-Corvo Zinc 260,000 260,000
-----------------------------------------------------------
Aljustrel Zinc 875,000 1,200,000
-----------------------------------------------------------
Total 3,175,000 3,500,000
-----------------------------------------------------------

(1) Silver sales forecasts are based on 2007 actual
metallurgical recoveries of silver to concentrates at the
various operations combined with forecast grades and production
and existing smelter contracts for the different concentrates.
Mr. Hugh Willson, P.Geo., Vice-President, Exploration of Silverstone, who is a "qualified person" under National Instrument 43-101, has reviewed and approved the technical aspects of this news release.
ABOUT SILVERSTONE
Silverstone is a Canadian based public silver mining company with 100% of its revenue from silver production. More information is available online at: www.silverstonecorp.com.

Nochmals zu dem Rakhimov Artikel:
daraus 2 Companies: Silver recycling (TSR.V)

http://www.silver-recycling.com/about/index.html
So großartig find ich die Möglichkeiten nicht wie Rakhimov:
"That’s a very interesting story. The idea itself is brilliant. I think it has a very bright future provided it works out on the ground. Silver Recycling is unique in the mix of silver investments. You have bullion; you have ETFs; you have futures; you have stocks; you have warrants in some cases; and mutual funds. Then you have companies like Silver Recycling, which may give you exposure to the silver price. Its margins are not tied to the silver price, except in the volume they can process. A mining company produces silver at $5 per ounce, whereas a recycling company has to buy this stuff all the time, so theoretically that reflects the spot price or maybe a futures’ price. There’s a sliding scale where they will have to pay higher prices depending on what silver sells for. There isn't unlimited upside in terms of margins, but I think the company has unlimited potential for expansion because the number of private recyclers in the U.S. alone is over 100. Silver Recycling Company is just getting started. They will consolidate three private operations and bring them under one umbrella. Many of these operations are family-owned businesses with limited opportunities for expansion. By bringing them together as a public company there are more options for financial expansion, growth, and diversification of assets. Silver Recycling just closed a deal on one of the operations that had $85 million in sales in 2007. This is going to be a cash-flow type business; their numbers will be profitable all the way down to $6 silver. The price they pay for scrap is based on the silver price, so there is a built-in margin."

Sie verarbeiten "nur" die Fotoabfälle und wenn sie die vielen kleinen Firmen zusammenfassen, wollen die auch was.....
Aber wenn sie noch sonstigen Silberabfall verarbeiten würden......
Interessant auf jeden Fall.

und auch zu beachten ist Kootenay Gold (KTN.V): reine Silbercompany

http://www.kootenaygold.ca/s/Focus.asp

Die haben auch ein JV mit Klondike Silver (erinnere mich gern an diese für mich Gratis Abspaltung von Klondike Gold)

Beide auch in Frankfurt gelistet. Beide hier und drüben mit wenig Handel.

Aber zur Zeit hat eh jeder die Schnauze voll von solchen Companies.
Rakhimov ist ein sehr guter Investor und er hat ein gutes Näschen.

Ein Beispiel zum Nachlesen aus dem Jahr 2004. Silver Wheaton wurde da soeben gegründet und er hatte z.B. eine Mag Silver unter 50ct auf seiner Rechnung.
http://silverstrategies.com/story.aspx?local=1&id=44

Grüße
Tschonko

Silverstone und Orko (Martha wird fetter, bahh,jetzt hätt ich mich bald verschrieben, Sigmund, was flüsterst du von Rita? )
mit Meldungen!

Silverstone Releases Initial Mineral Resource Estimate for Its Copala Silver Project, Sinaloa State, Mexico
Tuesday July 22, 9:00 am ET
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Jul 22, 2008 -- Silverstone Resources Corp. (CDNX:SST.V - News) -Highlights
- Initial independent mineral resource estimate completed for Copala silver project, Sinaloa State, Mexico

- Copala mineral resource estimate at the underground Animas Refugio Vein at a 90 g/t silver cut-off grade totals:
-- Indicated category: 656,000 tonnes at a grade of 204 gpt silver and 1.1 gpt gold, containing 4.3 million ounces of silver and 23,000 ounces of gold or 5.5 million silver equivalent ounces(1)
-- Inferred category: 345,000 tonnes at a grade of 145 gpt silver and 0.8 gpt gold, containing 1.6 million ounces of silver and 9,000 ounces of gold or 2.1 million silver equivalent ounces(1)
- Copala resource estimate at the surface La Colorada Vein-Mantos at 20 g/t silver equivalent(1) cut-off grade totals:
-- Inferred resource: 2.5 million tonnes at a grade of 80 gpt silver and 0.4 gpt gold, containing 6.5 million ounces of silver and 30,700 ounces of gold or 8.1 million silver equivalent ounces(1)
Initial current mineral resource estimates of two well-mineralized zones on the Copala silver project have been completed by independent qualified person, as defined by NI 43-101, Robert Sim, P.Geo. Hugh Willson, P.Geo., is the company's qualified person as defined by NI 43-101. Both have reviewed the contents of this news release.
To date, Silverstone has focused its drilling on two of the more than 9 known vein and manto systems on the Copala Property. These are the Animas Refugio vein and La Colorada vein-mantos.
On the Animas Refugio vein system, Silverstone has drilled 131 holes that total 15,184 meters. This drilling was distributed between four sectors that host historic workings: La Pipa, El Muerto, Clemens, and San Carlos. Vein mineralization in the combined Clemens-El Muerto Sector showed sufficient grade and continuity to warrant infill drilling with a goal of identifying a resource with potential to be developed by underground mining.
The Animas Refugio and La Colorada mineral resource estimates have been generated from drill hole sample assay results and the interpretation of geologic models, which relate to the spatial distribution of silver and gold. Interpolation characteristics have been defined based on the geology, drill hole spacing and geostatistical analysis of the data.
Mineral resources on the Animas Refugio Vein have been generated using the inverse distance weighting interpolation method with a nominal 2x5x2 meter block size. The long axis of the blocks are oriented parallel to the vein at an azimuth of 315 degrees.
On the La Colorada vein system, Silverstone has focused on an area with significant historic workings in a vein-mantos system, which occurs at varying depths from 0 to 50m below surface. Silverstone has drilled 64 diamond drill holes totaling 6,454 meters in the La Colorada zone. Mineral resources at the La Colorada zone are generated using the inverse distance weighting interpolation method with a nominal 5 meter block size.
Both deposits were subjected to significant capping of high grade due to drill hole spacing. This capping reduced the overall silver equivalent for the two zones by over 2 million ounces. It is believed that the historic mining at Copala was focused on high grade mineralization. It is management's opinion that additional drilling and sampling may increase the population of high grade samples and result in less silver losses due to capping.
The following Summary Tables 1, 2 and 3 show overall project resource estimates at two silver cut-offs of 30 g/t and 90 g/t for the Aminas Refugio vein, reflecting underground operating conditions, and 20 g/t and 50 g/t silver equivalent for the La Colorada mantos, reflecting a potential open pit scenario.

Tabellen hier:
http://biz.yahoo.com/iw/080722/0418064.html

ORKO:
http://biz.yahoo.com/ccn/080722/200807220475318001.html?.v=1

Orko Silver Reports Multiple Hits into Martha Vein at La Preciosa
Tuesday July 22, 8:00 am ET

Minco Silver will sich Sterling krallen, respektive sie mergen.....

Beim einem Merger können sie auch die lease für die Sunshine mitnehmen.

http://biz.yahoo.com/iw/080722/0418422.html

Ist der de Motte vielleicht bei dem Deal im Weg gestanden? [Blockierte Grafik: http://img.wallstreet-online.de/smilies/laugh.gif]

Ansonsten: Was soll man jetzt machen mit dem Scheiß?

Um 62 Mille ist Sterling fast geschenkt.

Für Minco ist alles super. Die können weiterwerken mit neuem geld.
"Minco Silver has extended a US$15 million line of credit to Sterling, of which US$5 million is to be funded immediately, bearing 10% annual interest compounded monthly, to be used for continued operations at the Sunshine Mine."

Blöde Konstruktion, wo ja Minco silver zu wasweißichwieviel % Minco Gold (und die sind wirklich billig!) gehört.

Abgesehen davon, dass Minco eh nicht schlecht ist.
Minco Gold wär mir lieber.....

Lasst´s euch die Minco andienen?

Außerdem ist der Deal zu dem Preis noch nicht 100% durch, obwohl...... die meisten werden eh froh sein.
Ich nicht!
1,58 ist definitiv zu wenig.
Vor allem die, die in PP´s geholfen haben die ganze Infrastruktur aufzubauen, wurden geschoren...

Da war ich nicht dabei, wenigstens was.... [Blockierte Grafik: http://img.wallstreet-online.de/smilies/laugh.gif]

Silver eagle drilling: alles ok. das wird was!
Silver Eagle's Latest Drilling Intersects High Grade Silver of 3,291 GPT
Tuesday July 22, 4:34 pm ET
TORONTO, ONTARIO--(Marketwire - July 22, 2008) - Silver Eagle Mines Inc. (TSX:SEG - News) is pleased to report on recent results from its ongoing diamond-drilling program on the North, Calvario and Mill Zones at its wholly-owned Miguel Auza property in Zacatecas, Mexico. Of note are diamond drill holes 2008-189 and 2008-194 in the North Zone, which intersected veins 0.4 and o.5 m in width, assaying 2,463 gpt Ag and 3,291 gpt Ag respectively, and 2008-196, the deepest hole drilled to date, which intersected the Calvario D vein at 525 m depth. (See Table 1 below)
[Blockierte Grafik: http://us.bc.yahoo.com/b?P=CGGpukwNc2hXek8fR5zzRwXMTmgNq0iG7j8ADUdC&T=1egssbp07%2fX%3d1216802368%2fE%3d13598642%2fR%3dfin%2fK%3d5%2fV%3d2.1%2fW%3dH%2fY%3dYAHOO%2fF%3d2441445947%2fH%3dY29icmFuZD0iPGEgaHJlZj1odHRwOi8vdXMucmQueWFob28uY29tL2ZpbmFuY2UvbmV3cy9pdy9TSUc9MTBzYWc0cm91LypodHRwOi8vd3d3Lm1hcmtldHdpcmUuY29tLz48aW1nIGJvcmRlcj0wIHNyYz1odHRwOi8vdXMuaTEueWltZy5jb20vdXMueWltZy5jb20vaS91cy9maS9nci9tYXJrZXR3aXJlX2xvZ29fMTcweDMzLmpwZyBhbHQ9Q0NOTWF0dGhld3M.PC9hPiIgY2FjaGVoaW50PSIxMzU5ODY0MiIgY2FjaGVoaW50PSIxMzU5ODY0MiI-%2fQ%3d-1%2fS%3d1%2fJ%3d86720D4C&U=13fu25ah3%2fN%3dzR5tIUwNBkg-%2fC%3d654460.12527545.13079114.8049246%2fD%3dLREC%2fB%3d5310619%2fV%3d1]

As reported in Silver Eagle's press release of June 25, 2008, the Miguel Auza pre-feasibility results include a 7.5-year mine life. Silver Eagle is conducting additional drilling with the goal of converting mineral resources currently classified as inferred resources into indicated resources. In addition, Silver Eagle is now focusing on exploration of the high silver-bearing northern veins and other areas of interest on its 41,498 hectare property.
The North Zone is an exploration target, located within 500 m of the existing Miguel Auza operation, and contains an inferred resource of 3.6 M oz silver. In the past, the North Zone returned results as high as 7,601 gpt over 0.40 m. (Reported in the press release of June 6, 2006). The objective of this most recent drilling in the North Zone was to test the principal San Ramon Vein in the area of the historical Spanish workings near the Tepuxtetes shaft, directly below the old workings and above previous Silver Eagle drill holes. Four of the five holes encountered the zone, with intercepts up to 3,291 gpt over 0.5 m in 2008-194 at a vertical depth of 115 m. The fifth hole was terminated prematurely due to drilling problems. The drill holes represent a strike length of approximately 100 m and dip length of approximately 50 m.
Two holes were drilled in the Calvario Zone, a shallow fill-in hole to test an area where previous data was wide-spaced, and a vertical hole to 548 m depth. The first hole, 2008-192, encountered significant intercepts in Calvario A, B, and C veins, each 1.1 m in estimated true width. The second hole, 2008-196, was drilled as a pilot hole for a future deepwater well. It cut six mineralized structures, the three widest of which correlate with Calvario A, C and D veins. Estimated true widths of these three veins are 1.3 m, 1.8 m and 2.1 m respectively. The lowest intercept between 525.45 and 533.50 m corresponds to Calvario D vein.
The objective in the Mill Zone was to test a zone of extensive quartz veins with Au and Ag potential in the northwestern quadrant of the Mill Zone mineralization. Drill hole 2008-188 encountered three veins with Ag, Pb, Zn and Au values.
Terry Byberg, President and CEO of Silver Eagle Mines Inc., said "While Silver Eagle has been focused on bringing the Calvario Zone, at the Miguel Auza Mine, into production, we are encouraged by the continued promising results from the North Zone and will be concentrating further efforts with a goal of defining additional mineral resources there."

Tabellen hier:
http://biz.yahoo.com/ccn/080722/200807220475551001.html?.v=1

Grüße
Tschonko

Value,
scheinst sie nicht los zu werden.

Danke für die 53%!

Ich misch hier auch mit....
http://www.wallstreet-online.d…htfertigt#neuster_beitrag

Aber diskutieren wir Sterling hier:
Sterling Mining Company

Schön zu wissen, dass da SSRI auch noch beteiligt ist.
Also m u s s da noch was an Bereinigung kommen, weil schon jetzt zu unübersichtlich.

Grüße
Tschonko