Silber Companies - Liste und Neues

Die von Edel angesprochene AQI.TO stieg auch 20% in den letzten tagen.

Die auf beobachtung: ALS.TO, da geht es auch aufwärts. Altius, eine hochinteressante story mit Schwierigkeiten bei der refinery.....

Mysteriös: gegen Börsenschluss Ausverkauf bei

"HeclaM fell $.73 or 8.0 percent, to $8.45.
PanASlv fell $1.12 or 3.6 percent, to $29.83.
SilvStd g fell $.15 or .5 percent, to $28.14.
SilvWhtn g fell $.42 or 3.2 percent, to $12.54."

Sie waren nicht die einzigen.

Möglich, dass es jetzt endlich da raus geht.....
In 14 Tagen wissen wir mehr
http://www.youtube.com/watch?v=5qLQ0zMuXII
(gute Nick Cave Coverversion!!)

T.

Bob Moriarty über Douglas Lake (DLKM):

Absolut lesenswert, wie gearbeitet wird von manchen CEO´S, er führt es unter BRE-X 2

http://www.321gold.com/editori…arty/moriarty080408b.html

Tom Szabo zu einigen Minen: 1.8.

Let's talk silver explorers and miners for a bit to close out this typically uneventful summer week. After trading as low as 28 cents last week, U.S. Silver finally caught a break as it announced late last week what could be the start of a major expansion plan on the East side of their Silver Valley property where the idled Caladay shaft burrows 5,000+ feet into the earth. Then this week, more hints of a turnaround were revealed with newsthat silver production has reached its highest level since Coeur d'Alene Mines sold the property to U.S. Silver in mid-2006. This one-two punch propelled the shares to 40 cents yesterday for a rise of more than 40% in just over a week.

I didn't personally take advantage of this latest dip to lower my cost basis because I was busy buying another PM stock on fire sale, Exeter Resources. After weeks of bravely holding out, Exeter finally succumbed to the junior malaise in July as it dropped 50% on the back of scarcity in news flow. The slide was finally stopped when the company reported 3.55 meters of 471.9 grams/tonne (13.68 oz./ton) gold at Cerro Moro in Argentina. Silver grades have not been reported yet as they likely exceeded the 10,000 grams/tonne (300 oz./ton) limit for conventional fire assay. This drill hole is 400 meters on strike from the bonanza grades reported in mid-2007 and firmly places Cerro Moro as one of the more exciting gold-silver discoveries in the past few years. Nowhere near Aurelian's Fruta del Norte, of course, but 99% of explorers would kill to get these assays. It's hard to be absolutely convinced of anything in the current environment, but I feel very strongly that Exeter has the right goods to double, triple, quadruple and more from current levels even if au/ag go nowhere. It is one of a select few stocks I plan to hold through thick and thin (caveat: very bad developments can always change the best plans). I wouldn't be ashamed to recommend it to widows and orphans. Of course I own a boatload.

Another one that falls into the category of "PM stocks for widows and orphans" is the recently unbeloved Impact Silver. Impact is about the only junior (or major for that matter) miner that has operated at a profit since they have gone into production. The stock is a victim of lemming behavior that apparently resulted from a famous newsletter indiscriminately dropping Impact from its recommended portfolio. Their loss is your gain. For pennies on the dollar, you can have a profitable 1+ million ounce (soon) silver producer with management so keen they can probably make money mining silver even if its price dropped to a penny per ounce. The company is cashed up but still smart enough to sell non-core assets in this market (see here). That is the kind of position most other juniors would kill to be in (are you seeing a theme developing?)

I'll close with a roundup of what many would consider a mundane grouping of silver producers but one I think will be hard to beat. On a risk-reward basis I'll wager these gems against any other 5 you might wish to put up: Pan American, First Majestic, Hecla, Silvercorp, Endeavour Silver. I admit it, my mouth waters thinking about the kind of surefire profits this "ultimate silver stock portfolio" should generate. For the casual silver investor who is not interested in the 500% up, 90% down roller coaster ride that most silver stocks can take you on, plunking down a few grand on each of the above is the way to go. Do this and you will save yourself untold aggravation; spend the extra time with family and friends. Save the subscription fee of high-priced "newsletter research"; spend the extra money on a few more shares.

Next week, I hope to run the second official contest for free subscriptions to the non-existent subscription service that I will probably never launch, so keep your eyes peeled. On the other hand, I may be too busy working on an important project (I do need to pay the bills you know) to post here at all, so please forgive me in advance should I leave you for a few days without something useful (or useless), amusing (or unintentionally funny), and thought-provoking (or mind-numbingly stupid). Your potential response to the supposed contest will go a long way to tell me just how much punishment you are willing to take and could thus weigh so heavily on my conscience that I will have no option but to finally stop talking about it and do something already.

Die Douglas hat Moriarty definitiv runtergeschrieben.....
http://finance.yahoo.com/q?s=DLKM.OB

Ein ähnlicher Artikel zu Northgate Minerals und wie die ihr Cash verwalten.....
http://seekingalpha.com/articl…ate-minerals?source=yahoo

Wir werden noch einige dieser netten Geschichten hören.....

Grüße
Tschonko

Musst schon das ganze kopieren.......

" Möglich, dass es jetzt endlich da raus geht.....
In 14 Tagen wissen wir mehr
http://www.youtube.com/watch?v=5qLQ0zMuXII
(gute Nick Cave Coverversion!!)"

Das bezog sich auf das Lied.....
soll heißen, dass die "Nummer zum Wanan" (Weinen!) bald beendet wird...
In 12 Tagen wissen wir mehr....

Ich hoffe, ich hab den Rest Verständlichkeit beseitigt.....

Kanada hält sich prächtig heut.......

Grüße
Tschonko

Wär ja wirklich interessanter, Szabo, moriarty od. Northgate zu besprechen

Hall Eldo,
das Filmchen ist guuut, pudan bis zum speibm......

Glaub, dass es im letzten Oktoberdrittel schon soweit ist (POG so um 1200), aber ab dann, wenig Ahnung.....

Minco passt sich Sterling an, hab mich ja immer gefragt, ob MMM zu billig oder MSV zu teuer ist...
Scheint ne Antwort zu sein.

Die Impact saust auch nach unten.......

RedChip Independent Issues First Quarter 2008 Research Update On Minco Silver Corp.
Monday August 4, 11:46 am ET

http://biz.yahoo.com/pz/080804/147828.html
Und auf Minesite:

July 28, 2008
Minco Silver Moves Fast To Steal The Sunshine Silver Mine From Under The Nose Of Coeur D’Alene

By Charles Wyatt

Ever since Sterling Mining announced on 23rd June that it had arranged a US$2.4 million bridge loan it was clear that the company was in real trouble. The terms were usurious - front end costs of around US$400,000, loan repayable in 120 days and interest at 24 per cent. The idea was that it would give Ken Berscht, who’s been interim chief executive since Ray de Motte resigned in slightly odd circumstances, time to seek long-term finance. The trouble is that once you get into the hands of such lenders you rarely come out with all fingers and toes intact.
To be fair Ken had warned, shortly after he took up this new post, that “cash flow had been hit by a combination of unforeseen and unavoidable delays in production due to extreme weather conditions, additional safety inspections, reinforcing ground support work, water pump failure, cancellation of expected financing from equipment suppliers that resulted in cash being used for purchases, and other usual start-up issues”. Quite a long list, and he went on to confirm that cash flow forecasts were being updated with a particular focus on the advancement of revenues, and cost containment and reduction. All non-production related departments were instructed to review costs in an effort to cut them.
It was bad luck that the company was hit by such a flurry of blows because production hadn’t long re-started at the Sunshine silver mine in Idaho. It was just before Christmas that things got going again. But one man’s bad luck is another’s good luck and the lucky man is Ken Cai who runs Minco Silver. He could see that Sterling was just about to topple and that if it was allowed to do so production would grind to a halt as lawyers fought over the remains. He stepped in quickly with an all share offer and has won a significant prize.
The Sunshine Mine has produced more than 365 million ounces of silver between 1884 and its closure in early 2001. It was discovered and initially mined on a small scale, until passing into corporate hands in the early 1990s. Sunshine Mining then took over and produced silver from at least seven vein systems, two of which have each produced 100 million ounces to date. The mine closed in 2001 because of low silver prices and the lack of investment in consistent exploration and development activities to develop ore reserves. Sterling acquired the mine and a lot of exploration acreage in the surrounding area in 2003, and has been struggling to bring it back into production ever since.
At the beginning of June Ken Berscht confirmed that ore production had resumed from the Sunshine vein below 3100 level, and that the company had processed 5,500 tonnes of ore in April and May 2008 resulting in production of 77,000 ounces of silver converted to concentrate. Head grades had also increased as higher grade material was being mined from the lower levels and ore production had also started from stopes above and below the 2700 level. Ken Cai has plenty of work to do, but he knows his way around the business. Minco Silver is developing the Fuwan silver project which is just 45 kilometres south west of Guangzhou City in southern China and has resources amounting to 157 million ounces of silver in the indicated and inferred categories. The mineralization at Fuwan extends over 10 kilometres, but so far only two square kilometres of the silver belt have been explored.
Ken is an engaging man who not only knows his mining, but as a Chinese national living in Canada, has excellent contacts in China’s mining communities through whom he can obtain data on further acquisitions. He is also an excellent communicator. Not for him the mechanical voice on the company telephone line directing callers to innumerable voicemail boxes which are becoming all too common in Vancouver. Phone Ken and a human being answers and immediately gives Ken’s cell phone number. And that gets answered straightaway. This is much more important than a lot of directors of Canadian juniors seem to understand. Mining is a global business nowadays and poor impressions can be created if contact by telephone is not quick and easy.
The original aim of Minco Silver was to assemble a portfolio of advanced silver projects in China, but Ken was happy to change tack when the Sunshine mine appeared on the horizon. He chuckles at the thought that he managed to snatch the premier silver mine in the US from under the nose of Coeur D’Alene. The deal made a lot of sense, as he points out, because now his company has cash flow to support development at Fuwan, where a bankable feasibility study will start at the end of this year, with production slated for 2010. He describes Fuwan as a miner’s dream, as it has infrastructure already in place which will save “zillions” of dollars in development costs. A four lane highway passes the property, and labour is available from nearby towns. Water and telecommunications are readily accessible, and a high-voltage power line crosses the property. The adjacent Xijiang River also provides access to the South China Sea and waste rock can be shipped away to construction companies willing to pay around US$2.50 per tonne.
As to the Sunshine mine, he simply points to the advantages of acquiring a fully licenced underground mine with a recently re-furbished on-site mill with a capacity of 1,000 tonnes per day. Silver recovery of 96 per cent is being achieved from a conventional flotation process which produces a silver-copper concentrate as well as a lead concentrate. There are no problems on the environmental side, nor discharge issues over the existing tailings pond. Moreover he sees plenty of potential to add to resources as the veins are open down dip and some of them have not even been explored. Due diligence is still ongoing, but he plans to improve internal cost control and reduce operating cost through better efficiency, much as Ken Berscht had planned. Ken Cai also intends to improve the concentrate offtake agreement and accelerate exploration and development work.
By 2010 production should have increased to over five million ounces at a cash cost of US$8 per ounce. Fuwan should also be in production by then, so Ken is looking at seven million ounces in two years time, and 10 million in 2011. Ken Cai is clearly an ambitious man and one not afraid of revealing the targets he has set himself. The enlarged Minco Silver should be well worth a close look and it should be remembered that Sterling also brings with it some exploration assets in the prolific Zacatecas silver district of Mexico. Quite a deal, and it is Minco shareholders that end up with board control and a 61 per cent shareholding in the new company.

Die Mexico Gebiete von Sterling. Was machen sie damit?
Wohl nichts!
Fehler!

Grüße
T.

Hallo gutso,
"Hugh" heißt das, nicht hi!..

Auratico,
gut dargestellt.
Zu Moriarty: der ist ja dick drinnen in Douglas.
Die hat sich gestern wieder einigermaßen erholt.
Heute gibt´s auf Deutsch schon wieder ne Meldung: wirklich lustig. Die deutschen Connections sind auch eine Betrachtung wert.
http://www.minenportal.de/artikel.php?sid=4219

Nebenbei: bei IPT.V heut in D an, München und Frankfurt, 4166 Stück einmal M einmal F. Wie dieses?

Er wird ja selten bös, aber wenn er verarscht wird, dann legt er los. Moriarty hat das erst ein paar Mal gemacht, aber immer Recht gehabt.
Außerdem versteht er das Metier, kennt die Minen, auch von innen.
Von Talleyrand hat man behauptet, dass er verlogen gewesen sei, aber sobald er das Rednerpult betrat, war er die Wahrhaftigkeit und schonungslos zu allem und jedem.
A bisserl was davon hat auch Moriarty.
Außerdem schreibt er gut.

So Tage wie heut sind nicht ernstzunehmen, man muss sich nur die Umsätze anschauen.

Ja jetzt sind viele vergrämt und singen:
http://www.youtube.com/watch?v=6JCt_URycKA&feature=related

Solche Verwerfungen brauchen auch viel Zeit, bis sich das wieder normalisiert.
Jetzt kommen die Monate des Tradens........, shit!
(siehe letzte Woche - wennst 10-30% g´macht hast, weg damit. Neues Spiel!)

Grüße
Tschonko

PS: Scorpio
Scorpio Begins Shipments Of Concentrates From Its 100% Owned Nuestra Senora Project, Sinaloa State, Mexico.

auratico,
die Douglas hat gestern wieder dort geschlossen, wo sie vor Moriarty Artikel war.
Heute schon minimale Änderungen im Management.

Ob M. vorgestern gekauft hat???
http://biz.yahoo.com/e/080806/dlkm.ob8-k.html

Scorpio Mining hat nun einen anderen Partner für Scorpio Gold gefunden, der letzte war ja ein Witz, ein schlechter.....
Für uns Aktionäre gibt´s nada.....

Scorpio Gold Corporation signs letter of intent with Cincoro Capital Corp. for qualifying transaction
Wednesday August 6, 8:00 am ET
TSX:SPM
VANCOUVER, Aug. 6 /CNW/ - Scorpio Mining Corporation ("Scorpio Mining"),(TSX:SPM - News) is pleased to announce that Scorpio Gold Corporation ("Scorpio Gold") a 93.5% owned private subsidiary of Scorpio Mining, which holds certain gold assets in Nova Scotia and Quebec, has signed a Letter of Intent ("LOI") with Cincoro Gold Corp. ("Cincoro", TSX.V: FIV.P), a capital pool company listed on the TSXV Venture Exchange, whereby Cincoro has agreed to purchase (the "Acquisition") all of the issued and outstanding common shares of Scorpio Gold or otherwise complete a business combination with Cincoro. The Acquisition, if completed, will constitute Cincoro's "qualifying transaction" under the policies of the Exchange. The transaction with Cincoro will see Scorpio Mining become the controlling shareholder in Cincoro.[Blockierte Grafik: http://us.bc.yahoo.com/b?P=K6ehnkwNc2hXek8fR5zzRwATTmgNq0iZsA0ACD4v&T=1eia2al8d%2fX%3d1218031629%2fE%3d27931086%2fR%3dfin%2fK%3d5%2fV%3d2.1%2fW%3dH%2fY%3dYAHOO%2fF%3d44161338%2fH%3dY29icmFuZD0iPGEgaHJlZj1odHRwOi8vdXMucmQueWFob28uY29tL2ZpbmFuY2UvbmV3cy9jbncvU0lHPTEwcGNhaGZlby8qaHR0cDovL3d3dy5uZXdzd2lyZS5jYS8.PGltZyBib3JkZXI9MCBzcmM9aHR0cDovL3VzLmkxLnlpbWcuY29tL3VzLnlpbWcuY29tL2kvdXMvZmkvZ3IvcGFydG5lcl9sb2dvcy9jbndfMTcweDMzX2xvZ28uZ2lmIGFsdD1DTldfR3JvdXA.PC9hPiIgY2FjaGVoaW50PSIyNzkzMTA4NiIgY2FjaGVoaW50PSIyNzkzMTA4NiI-%2fQ%3d-1%2fS%3d1%2fJ%3dBA720D4C&U=13fhnnl2h%2fN%3dXrYtFkwNBkg-%2fC%3d654460.12527618.13079150.8528830%2fD%3dLREC%2fB%3d5310621%2fV%3d1]

Pursuant to the LOI, Cincoro has agreed prior to the completion of the Transaction, subject to shareholder and regulatory acceptance, to consolidate its shares on a 3 to 1 basis (three pre-consolidated shares for each one post-consolidated share). Subject to the execution of a definitive agreement and regulatory acceptance to the Acquisition, Cincoro will acquire all of the issued and outstanding common shares of Scorpio Gold in exchange for the issuance of common shares of Cincoro on the basis of one post-consolidated common share of Cincoro for each one Scorpio Gold common share outstanding. Upon completion of the Acquisition, Scorpio Gold will become a wholly-owned subsidiary of Cincoro. The signing of a definitive agreement will be preceded by a 25 day due diligence period. The Transaction is expected to close during October 2008, and is subject to customary conditions, including definitive documentation, receipt of all requisite regulatory approvals, including the approval of the Exchange and the Toronto Stock Exchange and approval by the shareholders of Scorpio Gold.
The resulting company, to be called Scorpio Gold Corporation, will have a public trading platform and greater access to financial markets to advance Scorpio Gold's portfolio of advanced stage development properties in Nova Scotia and Quebec, and will be able to call on Scorpio Mining's expertise in Mexico for acquiring, developing, or operating complementary projects in Mexico.
Commenting on the proposed Transaction, Peter J. Hawley, Chairman and CEO of Scorpio Mining Corporation and CEO of Scorpio Gold Corporation said, "With the strength and experience of the resulting company board of directors, the strong advanced gold asset base and the exciting gold projects in the pipe line presently being evaluated we feel that the resulting company will be well positioned to advance rapidly into a new dynamic gold company with a Board with vision. We all are very excited about the potential for the resulting company."
The proposed management of the resulting company is as follows:

Peter J. Hawley, CEO
Gilbert Comtois, Chief Financial Officer
Janet Horbulyk, Corporate Secretary.

The proposed Board of Directors of the resulting company is as follows:

Peter J. Hawley
Andrew Lee Smith
David Smalley
Brian Lock
Luc Pelchat

Scorpio Asstets hier: unten!
http://biz.yahoo.com/cnw/08080…pio_cincoro_loi.html?.v=1

Heute Gegenreaktion, vor allem die größeren legen zu.......Eldo hat schon recht gehabt!

Und wieder USA.V und MAI.TO!!!!