Silber Companies - Liste und Neues

Silvercorp hat gute Zahlen gebracht.
Endeavour, Genco und first majestics haben Verluste gemeldet, was mich vor allem bei FR.TO anzipft.
Aber man sieht auch die Fortschritte....
http://biz.yahoo.com/iw/080815/0425524.html

Continuum wurde von Fortuna zum Spottpreis übernommen.
Die wirklich Blöden sind die shareholder, die die PP´s mitgemacht haben und die, die noch bei 0,3 etc. gekauft haben.
Da war ich mal nich dabei, ausnahmsweise...

Aus einer Mail von Darrell Rader: Impact, energold und SOP.V.

SOP.V: hatte ich nicht gewusst, dass da Impact investiert ist, weil ihnen das San Acacio Projekt so gut gefällt ( 400 billions oz in den letzten 400 jahren)
SSTI hat da in den 90 ern gebohrt und einiges (14,5 Mille oz) aber nicht nach 43-101 erfasst.
SOP ist nicht an weiteren JV´s mit Sterling interessiert. Wollen abwarten, bis der Minco Deal durch ist.
Minco kann ja wirklich nichts anfangen mit den Mexicoprojekten von Sterling.
Also wird sich die wer krallen...

SOP: www.sourceexploration.com

Zu Energold:
"EGD is also doing very well even though its share price has fallen. We are on target to have over 100 fully booked drills by the middle of next year. All 71 of EGD’s drills are currently booked. We only build drills in response to demand. We have not seen any slowdown’s yet."

Jaa, die Driller...... denen geht´s nicht so schlecht

Darrell zu Impact, das fand ich ziemlich beruhigend. War ja auch mein Anliegen, er solle mich bitte sofort und unmissverständlich über Impact beruhigen...LOL

"As far as our operations, things are progressing quite smoothly. Operations are ramping up and we will be at full capacity (450-500tpd) by the end of 2008. We have been completing many improvements at the mill and the mines over the last couple of months. We have purchased over $2,000,000 worth of mill and underground mining equipment. We are also spending over $3,000,000 on drilling.

We are on target to produce about 1 Million silver equivalent ounces this year, rising to about 1.5-1.7 million silver equivalent ounces next year. We will have a small 43-101 resource on our of our many mines in October. While the resource will not be massive, it will give our shareholders an idea what a typical mine of ours has in silver. We should also remain profitable every quarter this year. While we will be profitable, our focus is not currently on maximizing profits. Our focus is on increasing production to full capacity. We will focus on profits next year.

As far as exploration development go, the Chivo is becoming increasingly rich and large in size. We believe that it will be a mine capable of producing good tonnage for quite a few years. Even though market conditions are bad at this time, IPT has no need to raise money. We still have over $8 Million in the bank along with positive cash flow and a healthy net income."

Ansonsten find ich es ab sofort nicht mehr lustig, ich werd jetzt auf Schimpf- und Raunzmodus umstellen.
Dieser Markt ist jetzt auf längere Zeit beschädigt uuund
...die Parameter haben sich auch endgültig geändert.

Grüße
Tschonko

PS: Ah ja, CCE.V raus (war auch als trade gedacht...), dafür FR.TO am freitag rein als Trading position.
Wahrscheinlich etwas zu früh.

Gebruder Hunt,
steht doch da: " Aus einer Mail von Darrell Rader: Impact, energold und SOP.V"
Corporate Developement bei Impact (IPT.V) u. Energold (EGD.V), Director bei Source (SOP.V)

Hallo milly,
irgendwie hast ja Recht, aber du verstehst was Grundlegendes bei Minen nicht.
Warst du schon mal in einer Mine?

Die Frage nach dem Wert fand ich gut: Du meinst also, eine Mine ist viel weniger wert, als was in sie investiert wurde.......
Der Ansatz kann bei Exploration durchaus richtig sein, bei einer mine selten...

grüße
Tschonko

Gratuliere zum Silvercorp Deal. So was brauch ich jetzt auch ein paar Mal. Die 2 € waren Spitze.

Hallo milly,
1975 bin ich da unbekannterweise ganz nahe vorbeigefahren.
Aber da hab ich noch nicht mal gewusst, dass es Minen gibt.
Bei diesen minen geht´s um die Krampfadern, die dicken veins.....

Da braucht man gute Minenleute. Impact silver betreibt einige dieser Minen.....

Einige Minen aber auch andere Aktien haben schon Value/Buchwert versus MC unter 1.
Wenn man niemand hat, der es kauft, muss man unter Wert hergeben, wenn man muss.

Ausinvestiert: bin ich fast immer. Das ist gar nicht die schlechteste Übung. Man muss halt was verkaufen.
Ist aber irgendwie mühsam......

Yukon Nevada, ein kleiner darling, oft empfohlen, war im Mai noch bei 1,4C$.
Dann kam der 8.8. mit einigen Meldungen: http://finance.yahoo.com/q?s=YNG.TO

Heute der Nachschlag (siehe unten), was wiederum 55% Minus bedeutete. Nun Kurs 0,13C$.

Hammerhart (weil es ja gar nicht sooo schlecht ist, was sie entschieden haben), aber da wird noch mehr in der Art kommen.....

Yukon-Nevada Gold Corp. considers operational and financial alternatives at Jerritt Canyon, Nevada
Friday August 15, 7:55 pm ET
VANCOUVER, Aug. 15 /CNW/ - Yukon-Nevada Gold Corp. (Toronto Stock Exchange: YNG; Frankfurt Xetra Exchange: NG6) today announces the consideration of various plans to maximize the short term and long term value of its investment in the Jerritt Canyon Mine, Nevada in light of current economic difficulties.
The ongoing negative cash flow situation at Jerritt Canyon required immediate action and the decision was made to suspend underground mining on August 8th, 2008 (see press release) and the mining crew has now been laid off. The Company has made efforts to ensure that most of the employees have been placed into jobs at other mining companies around the area. A considerable cost reduction plan and renegotiation of toll milling contracts are in progress. The plan also includes the possible segregation of part of the milling facility as a cash realizing transaction.
Jerritt Canyon's recently refurbished mill was in operation until this past weekend, but the malfunction of a critical part in the drying circuit caused the mill to be shut down for repairs. It will reopen as soon as possible. In the meantime Small Mine Developers, SMD, the ore subcontractors, has demobilized its equipment and personnel.
The Company is working hard to fulfill its statutory obligations to its employees, such as continuing health coverage and the payment of all suppliers. To address the liquidity problem at the Jerritt Canyon operation, the Company is now focused on refinancing to ensure obligations are met and to move forward to regain positive cash flow. There can be no assurance that the financing or cash generating alternative chosen by the Company will be available on acceptable terms, or at all. The failure to obtain this cash generation will likely have a material adverse effect on the Company's operations and financial condition.
The pre-feasibility study at the Company's Ketza River Project in the Yukon Territory is continuing on schedule.
Management has also accepted the resignation of Christopher Oxner, Chief Financial Officer effective immediately.
If you would like to receive press releases via email please contact nicole(at)yngc.ca and specify "Yukon-Nevada Gold Corp. releases" in the subject line.
The TSX has not reviewed and does not accept responsibility for the
adequacy or accuracy of this release.

WARNING: The Company relies upon litigation protection for
"forward-looking" statements.

Victoria (VIT.V) hat trading halt .......
Warum????
Da ist kürzlich ein hedge fund ausgestiegen, wollten cross trades machen. keine Käufer?????

Gestern die letzten paar Minuten waren höchst merkwürdig.
Wie geht das eigentlich mit nur ein paar Aktien die kurse so schön zurückzunehmen...

Fortuna mit Drillergebnissen. Die haben Continuum für ein Butterbrot ohne Butter eingesackt.
http://biz.yahoo.com/ccn/080819/200808190480310001.html?.v=1

CBE.V unter 52 Wochen low. Nur mehr 0,4 mit Miniumsätzen. Kann man auch als seltenes geschenk betrachten.
TLR fällt auch weiter. EGD.V scheintz sich etwas zu erholen.
kann mir wer sagen, warum die Driller so schlecht laufen? Geschäft brummt ja noch.
Oder wird da schon was vorweggenommen?

Grüße
Tschonko

Victoria übernimmt wen, hätt ich mir nicht gedacht.
Bei VIT steckt übrigens Kinross massiv drin, die haben sie von bema Gold geerbt.

Das ist nun der größte Explorer in Nevada mit gut 2 mille oz nach 43-101.
9 neue Properties, eines ein JV mit Newmont, das bisherige Portfolio von VIT war ja schon extra....

Man braucht nen fetten Arsch, aber das wird was.
Drillingergebnisse bei VIT müssten auch bald mal kommen.

T.

heron,
kein schlechter deal. Kommt halt drauf an, wie sie das Ganze behandeln.

Aus der Konferenz (VIT) wird auch ersichtlich, dass Drilling billiger wird.
Das könnte ein grund sein.
CBE Zahlen kommen Ende August. Die können fast gar nicht schlecht sein.
Es ist dasselbe wie bei SEG, die kennt keiner.....

• Cost of Drilling Has Decreased by Approximately 1/3rd Over the Past Few Months

Mainly do to a lack of funding availability. Many juniors simply are unable to raise sufficient cash to fund projects.

This results in an excess of drilling rigs and drilling crews. They are now willing to provide their services at much more attractive rates. Makes it easier to find experienced crews.

Since Victoria has over $8 million in cash, funding is not a problem at the present time. The last private placement for VIT was substantially over subscribed,
and I continue to expect that Victoria will not have any problems in raising additional cash as needed.

Because drilling costs are down, Victoria will be able to do more drilling at a cheaper cost - the end result is that additional drilling improves the probability of finding gold resources.

timesystem,
da könntest wirklich einen tiefpunkt erwischt haben bei OK. Aber was soll es, der grund des verkaufs ändert sich ja dadurch nicht.
SL, Verlustbegrenzung oder Geldbeschaffung?

Im Nachhinein hätt ich auch lieber die EXN.V aufgestockt als die FR.TO, weil EXN geht wie die Sau zur Zeit.

Silverstone resources:
Q 2 Ergebnisse:
http://biz.yahoo.com/iw/080819/0426632.html

Aktienrückkauf:
http://biz.yahoo.com/iw/080819/0426646.html
Bei Silverstone sollte man noch beachten, dass es Schwierigkeiten bei Lundin gab. Da sollte es weniger Silber geben.
Die müssen bald einen Vertrag machen einen neuen....

Grüße
Tschonko

heron.
silverstone absolut deiner Meinung.

Sterling: ich glaub, die haben das einfach vergessen in dem Rummel.
So Bankabzug, machen die das in Idaho?
Minco und sterling, da geht es rund mit den kursen......im Verhältnis mein ich.

Die EXN.TO ist echt erstaunlich.
[Blockierte Grafik: http://ichart.finance.yahoo.com/w?s=EXN.TO]

http://ichart.finance.yahoo.com/w?s=EXN.TO
[Blockierte Grafik: http://www.goldseiten-forum.de…Temp/moz-screenshot-1.jpg]

Hallo,
bei EXN hat es sicher mit den beiden letzten Meldungen zu tun. Wurden hier auch gepostet

Nur, ich glaubte nicht, dass der Markt drauf reagiert.

KS.V: die hatte ich mal gratis als Abspaltung von Klondike Gold. Hatt gleich gut verkauft.
Aber damals wollten sie schon in einem jahr so ore wohin bringen. Da hättest dir OK auch behalten können.
Aber ich kenn KS.V fast nimma, weiß nur, dass sie in Mexico was aufgerissen haben.

Geldbeschaffung: für mich auch immer der beste verkaufsgrund...

Sehr schöner Artikel:
Tabelle wird wohl nicht ordentlich dargestellt, daher auch der link. TABELLE lässt sich nicht darstellen.
Vielleicht kann es wer??

http://www.moneyweb.co.za/mw/v…ge66?oid=220896&sn=Detail

Silver stocks trashed
In just months, 43 listed miners, developers and explorers of silver have seen 54% of their market value, worth some $22bn, go begging as silver bullion crashes down by 40% in price. Barry Sergeant
08 August 2008 15:59
With the exception of listed producers of zinc, where the underlying dollar metal price has plunged 49% from its high, listed silver stocks stand out as the most trashed up sub-sector in the global resources arena.
Dollar silver bullion prices are now 40% from highs, seen in early March this year, compared to a 23% fall in gold bullion prices. The average listed silver stock - led by well known names such as Silver Wheaton, Hochschild Mining, Silvercorp, Coeur d'Alene, and Apex Silver - has surrendered 51% of its value. When measured over 43 miners, developers and explorers of silver, more than $21bn in market value has gone begging, in just a matter of months.
The silver market is distinguished from gold by a number of key factors. More than two-thirds of annual silver mine supply is a byproduct of other mining - mainly gold, copper, lead and zinc - translating in 2007 to about 600m ounces of silver. BHP Billiton, the world's biggest diversified resources company, and the No 1 miner of silver, hardly mentioned the metal in its detailed annual results presentation this week.
Primary silver mining - led by Fresnillo, Pan American Silver, Hochschild Mining and Coeur d'Alene - comprises about 30% of the total, a percentage that is not anticipated to rise materially as projected annual silver production increases from 900m ounces to nearly 1 trillion ounces in 2010.
Beyond scrap recycled back into the market, the fundamental picture for silver has long been cloyed by opaque above ground stocks held around the world, mainly by China, Russia, and India, but at least these have been falling over the past ten-15 years to meet the annual excess of global demand over new mine supply.
Demand for silver is nearly fully explained by three cores: industrial and decorative uses, jewelry & silverware, and photography. Investment demand for silver has traditionally been derived from the perception that the metal is less tradeable and thus more volatile than gold bullion. Add to that the notion that both metals have long displayed a negative correlation with the dollar, and silver prices tend to overshoot both ways.
Historically, most investment activity in silver has been driven by short-term speculators on the New York Commodities Exchange (COMEX), the Tokyo Commodities Exchange (TOCOM), and the Over-the-Counter (OTC) market.
But starting in May 2006, investors were also able to invest directly, at minimal entry cost, and transparently, in silver bullion via a regulated exchange, in the form of the iShares Silver Trust (SLV-AMEX) exchange traded fund (ETF). By the end of 2006, the silver ETF had taken up 122m ounces of silver. A further 29m ounces of new silver demand were taken up by the ETF in 2007, partially offsetting net futures disinvestment.
Just a few weeks ago, on July 30, the Silver Institute announced that the iShares Silver Trust ETF achieved a major milestone, with more than 200m ounces of physical silver held by the trust on behalf of investors, then worth $3,5bn.
"Silver's strong price performance over the past three and one-half years has brought renewed investor interest to the white metal", was a quote attributed to Michael DiRienzo, executive director of the Washington-based Silver Institute. Over the past two or so weeks, the value of physical silver held by the ETF has fallen by close to a billion dollars.

Peter Spina zu Goro.OBn Timmins Gold und Timberline (TLR)
http://news.goldseek.com/PeterSpina/1219206203.php

Ansonsten, schön in der zwischenerholung....
Wie weit geht FR.TO? Schaffen sie die 4?

So geht´s auch, Gebiete verkaufen.(YLL.V)

Sehr gut der deal mit Enviro. Nur was macht man mit den shares?
Das Gebiet gehörte ja nicht zu den Kerngebieten von Impact.

Von Apex haben sie sich etwas über den Tisch ziehen lassen.

Urique Projekt reicht und a bisserl a geld ist auch wieder da.

Yale Sells Its Interest in One Zacatecas Property and Options Out the Other Three
Thursday August 21, 12:56 pm ET
VANCOUVER, BC--(MARKET WIRE)--Aug 21, 2008 -- Yale Resources Ltd. (CDNX:YLL.V - News) (Frankfurt:YAB.F - News) is pleased to report that it has sold its 65% interest in the San Sabino property to Apex Silver Mines Limited (SIL - News) and has optioned its 65% interest in the Mina San Jose, Zacatecas, and Salvador properties to Enviro Energy Capital Corp. (GEC.P-V). These properties form the 65:35 owned Zacatecas Venture with IMPACT Silver Corp. (IPT-V) and are located within 10 km of the city of Zacatecas, Zacatecas State.
The 65% interest in the 9 hectare San Sabino property was sold to Apex Silver for US$ 139,408 -- the cumulative expenditures that Yale has spent on the property. In addition, Yale will be paid US$ 250,000 if Apex Silver, or its affiliates, includes San Sabino in (i) a positive feasibility study for a mine producing more than 500 tonnes of ore per day or (ii) as part of an executed mining plan producing greater than 500 tonnes of ore per day. Yale will retain this right in perpetuity.
The 65% interest in the Mina San Jose, Zacatecas, and Salvador properties has been optioned to Enviro Energy -- subject to TSX-Venture approval -- for cash payments totalling $150,000, the issuance of 500,000 shares in Enviro and expenditures of at least $200,000 within 13 months. Yale has received $25,000 from Enviro and upon approval of the Exchange, Enviro must pay Yale an additional $25,000 and issue 200,000 shares.
Yale will remain the operator of the project until such time as Enviro completes their obligations. A work program will start on the properties as soon as Yale/Enviro receive approval from the Exchange. A National Instrument 43-101 report on the Zacatecas Properties has been filed on SEDAR and is available on the Company's website.
"The sale and option of the Zacatecas Venture is an important step for Yale as with its completion we will be able to concentrate solely on all that we are doing in Sonora and the Urique Project. Yale's Mexican subsidiary is growing rapidly as we prepare for a drill program at La Verde and continue to advance the Carol property as well as expand our interests in Sonora," stated Ian Foreman, P.Geo., President of Yale Resources.

On behalf of the Board,

"Ian Foreman"
Ian Foreman, P.Geo., President

heron,
ich hab die ANI in der wtchlist. die hat sich erstaunlich gut gehalten.
hatte auch schon mal einen Artikel hier herinnen, wo sie genauer beschrieben wurde.

Sehr guter Artikel, eigentlich ausgezeichnet:
ein Auszug aus dem Artikel, den ich für entscheidend erachte. Die Co. da betroffen sind, müsst man halt aussortieren.
Yale hat das gestern schon gemacht, die haben Properties verkauft...

"So, the criteria for picking junior mining stocks has gotten a lot more specific – you’ve got to be a lot more careful than you could be in mid-'07.

TGR: And what would that criteria include now in mid-'08?

DB: You’ve got to have a company with a significant project and cash for it already in the bank to move it forward at least to the next significant level, and a tight share structure and a smart management team. Prior to this, cash in the bank was not that important because a company could easily finance the next round of funding. That is not the case today. They’re not going to be able to simply go out and say, “Hey, we need 2.5 million more dollars to do our next set of drilling.” The money is just not going to be there; they have to have the money already in hand.

It’s a financing problem. And it’s a terrible problem because these are not operating companies. The only way they advance is by working in the field, which either can be by drilling, or induced polarization or magnetometer work, etc. Something has to be done on the geology or the geophysics to move the property forward, and that takes cash and capital. If they’re not generating capital internally through cash flow, then they have to raise the money in the stock market; if they can’t raise the money in the stock market, they’re dead. Their stock is just going to keep going down, and they’re going to have to sell their property to a stronger, better company, or they’re going to have to joint venture it with a major on what would have been considered unreasonable terms. Something like that is their only way out.

On the other hand, a company with a great property and $5 million in the bank, with $2.5 million worth of drilling over the next months, will probably be just fine."

Noch ein Auszug:
"The exception is Orko Silver (TSX.V:OK; ORKOF: OTO). Orko is different. Orko is a true junior silver mining company, and I picked Orko because when you have a junior mining company with 100 million, much less 200 million, ounces of silver, you have to pay attention to it. These things are really, really rare. I don’t think you could name three other companies like Orko just in terms of the likely silver resources. So, that’s different; it’s a junior company that is almost a one-of-a-kind situation, and if you like junior silver stocks, you have to be a buyer of Orko.

TGR: Hecla, Silver Wheaton, and Silver Standard all have the cash to carry them forward?

DB: Yes, we don’t have to worry about those companies going out of business. Companies like Animas and Orko are perfect examples of companies that got cash before the collapse in the market. When Orko did their financing, they financed their company at $1.75 a share. Now you can buy it at a $1.15, so you’re paying a lower price than major financiers of worldwide silver mining paid. It’s a bargain price, and you don’t have to worry about the company going out of business. They have tons of money because they did that financing.

The same case with Animas. Animas did their financings when the top was in place and before the decline. They’re cashed up; they’re in the middle of a 10,000-meter drill program. It will finish in a couple of weeks, and they will start another 10,000-meter drill program in September or October. So, you’re going to have the drill results of 20,000 meters; and you have a company that has the cash to do it, and they don’t have to come to the market looking for money to stay in business or to do that drilling. "

Ich mach dann ab morgen Urlaub bis 1.9.:

Grüße
Tschonko