Nach erstem Zögern habe ich mich entschlossen, nun doch einen eigenen Thread zu Southern Arc (CA 8422001070 - SA.V - A0F40) zu eröffnen. Es handelt sich um einen Gold- und Kupferexplorer aus Indonesien, der gestern nach der Veröffentlichung des Ergebnisses von nur einem Bohrloch in Übersee gleich einen rechten Hüpfer von 35% gemacht hat. Die Mineralisierungsgrade sind freilich nicht so hoch, doch dies auf einer Länge von über 400m, also so, wie die Newmonts und Barricks arbeiten. Ironischerweise hatte Newmont schon einmal, bei viel niedrigeren Metallpreisen, 16 Millionen in die Exploration des Gebietes gesteckt.
http://biz.yahoo.com/ccn/070511/200705110390067001.html?.v=1
Southern Arc Minerals
SA-V $.78 Canadian (May 10, 2007)
SOACF-OTCBB 53.8 million shares
Wenn sie noch etliche solcher Löcher bieten können, wäre Southern Arc wohl bald ein Kandidat für eine größere Übernahme, meint Spezi Bob Moriarty. Hier haben wir ihn also wieder, den herbeigesehnten Tenbagger. Nicht daß es wieder heißt, man habe es nicht gewußt. Push, push...
When I first looked at the company, the market cap was about $15 million. As of yesterday, after the press release, the company was about $40 million. For a similar valuation, look at Palmarejo. They got bought out a week ago for $1.1 billion based on a preproduction status with 3 million ounces of gold. That's the potential Southern Arc has just based on the Selodong gold-rich porphyry copper system.
So far, Southern Arc has delivered everything they said they would do, when they said they would do it. That's rare and valuable all by itself. But yesterday they delivered a company-making hole. Another 600-meter hole is in progress with results in another three weeks.
I thought they were a 10 bagger from the $.35 level but I'm going to raise my estimate. They have a giant system, Newmont is going to be breathing hard down Southern Arc's neck and the Chinese with their $250 billion dollar slush fund for minerals is going to be on them like white on rice.
I think Southern Arc will be taken out in the next 12-18 months at a price between $1 billion to $2 billion. They have a Batu Hijau on their hands. The market has been looking for a giant new find and I think Southern Arc just delivered. When the market wakes up and Southern Arc goes over their press releases a little more carefully, look for a lot of fireworks.
We owned shares before, I participated in a private placement and I bought more shares on the open today. I am biased.
http://www.321gold.com/editori…iarty/moriarty051107.html
grüsse
auratico