Silberaktien

Habe ein paar Infos über Silberaktien zusammengestellt.
(aus silberreport)

Grüsse, newtechxl

* MGN (MINES MGMT) (I own shares)
http://www.minesmanagement.com/
info@minesmanagement.com (509) 838 6050 Doug Dobbs
12.4 mil shares fully diluted (April 2004)
@ $4.85/share
$60 mil MC
261 mil oz. silver resources. Previous drilling spent over $100 million drilling the property.
$60 mil MC / 261 mil = $.23/oz.
You get "approx" 26.43 ounces in the ground for 1 oz. silver's worth of stock.

Additional comments: As copper moves up 5 cents/lb., it adds $100 million to the value of the deposit.
As silver moves up $.50/oz., it adds $130 million to the value of the deposit.

Mines Management owned 10% of the rights to their property in Montana. The other 90% owner, Noranda, simply gave up on the property and walked away from their mining claim due to "perpetually" low silver prices and political concerns. That explains the rocketing share price. So, the MNMM group got 90% of the rest of the property FOR FREE!--the value of which, and the nature of this transaction has just barely begun to be understood by the market, given the low relative price.

Their property also has about 60% of the value (at current prices) in copper (copper recently at $1.24/lb.), 2 Billion pounds of copper, and 261 mil oz. of silver. Doing the math:
261 mil oz. silver x $5.70/oz. = $1.487 Billion.
2 Billion lbs copper x $1.24/lb.. = $2.5 Billion.
Total value of mineralization before costs to extract, $4.0 billion. It was recently a high of: $4.8 Billion. This number increased from around $3 Billion just a few months ago!

They do not have an active working mine--which is a minus. They will need to raise capital to get a mine going. Noranda had several estimates for the cost to build a mine and mill, around $250 million. But it could be less depending on how economic they decide to do things. They are working on a feasibility study, and avoiding excessive dilution, which is a plus.

Regarding environmental concerns: Noranda had a fully approved Environmental Impact Statement (EIS) that led to successful project permitting, so environmental concerns were not a factor in Noranda's departure of the project in 2002.

For more on MGN (formerly MNMM) see
http://www.thebullandbear.com/…fr-archive/minesmgmt.html

Mines Management has a new Message Board at Yahoo! Finance:
http://finance.yahoo.com/q/mb?s=MGN

I own shares of MGN.

* SVL.V STVZF.PK (SILVRCRST MINES) (I own shares)
http://www.silvercrestmines.com/
info@silvercrestmines.com (604) 691-1730
25.9 million fully diluted March, 2004
@ $1.04/share Cdn x .73 US/Cdn = $.76 US
$19.66 mil MC
$3 mil cash in the til.
Now the Honduras and El Salvador "Resource" totals 43 million
plus the exploration potential of 40 - 100 million in Honduras
plus Mexico, --see news release from last month,
plus drill programs to start in Mexico and El Salvador
plus Guatemala another unknown but geologically similar to main property in Honduras and El Salvadore all three are within 25 miles from each other.
Silvercrest added 14.3 million oz. of resources at El Zapote, 4-6-04
The range of exploration potential is between 89 - 149 million oz.
$20 mil MC / 89 = $.22/oz.
$20 mil MC / 149 = $.13/oz.
You get "approx" 27.56 ounces in the ground for 1 oz. silver's worth of stock.
(Exploration potential = 45+ oz.)

Additional comments: April 6th: SilverCrest Reports El Zapote Resource Estimates
http://biz.yahoo.com/bw/040406/65883_1.html
--Silvercrest added about 14 million oz. of silver resources in the April 6th press release.

March 17th: Silvercrest closes El Salvadoran (El Zapote) Acquisition
http://biz.yahoo.com/bw/040317/175900_1.html

The project in El Salvador is only 20 km from the property in Honduras, and the property in Guatemala is 15km away, so only one mill will be needed for the three when a production decision is made.

Silvercrest has been and will be acquiring more silver properties with the money raised in the late November 2003 private placement, which I think is an outstanding way to spend the money.

I own shaers of SVL.V

EXR.V EXPTF.PK ( EXPATRIATE RECS)
http://www.expatriateresources.com/
info@expatriateresources.com 1-877-682-5474 Dr. Harlan D. Meade, President and CEO
88 mil shares fully dulted March, 2004
@ $.23/share Cdn x .73 US/Cdn = $.17
$15 mil MC
$1.2 mil CAN capital in the til no debt.
Mostly a base metals company: Zinc. Also has some silver & gold.
Total metal content of the six projects with resources... "Using current metal prices, the gross metal value of Expatriate's interest in the base metals in the properties is approximately US$1.56 billion as compared to US$540 million for its share of the silver and gold."
Metal: Expatriate share of the project:
Zinc 2.67 billion lbs.
Copper 385 million lbs.
Lead 202 million lbs.
Silver 63.1 million oz.
Gold 426,700 million oz.
Gold x 10 = 4.3 mil "silver equiv".
$15 mil MC / 67.4 oz. silver = $.22
You get "approx" 27.78 ounces in the ground for 1 oz. silver's worth of stock.

Additional comments: Expatriate has been having positive drill results in the last few months. I expect news soon.

Significant zinc bonus, about 3 times the silver value. Smelter credits are estimated at about 60% zinc, 25% silver, 10% gold and copper, and the rest, other minerals. My method of valuation puts a value on the silver only, not the rest, so this is a significantly better value than my number shows.

Call Dr. Harlan D. Meade, President and CEO 1-877-682-5474, and ask him to send you an information packet on EXR.V. It contains a good report on why he is bullish on zinc.

* NPG.V NVPGF.PK (NEVADA PAC GOLD) (I own shares)
http://www.nevadapacificgold.com/
dhottman@nevadapacificgold.com (604) 646-0188 David Hottman
47.4 mil shares fully diluted (April 2004)
@ $1.14/share Cdn x .73 US/Cdn = $.83 US
$39 mil MC
$2.8 million cash (April 2004)
Amador Canyon Silver Project: 50-250 mil tonnes
silver grades average 4 oz. sil/ ton in the deposit
= 200 to 1000 mil oz. silver????? --very speculative at this point. Drilling needs to be done.
$39 mil MC / 200 mil oz. = $.20/oz.
$39 mil MC / 1000 mil oz. = $.039/oz.
The inverse: you "might" get 31 - 156 ounces in the ground for 1 oz. silver.

Additional comments April 2: Nevada Pacific Gold to Initiate 25,000 Feet of Drilling on Keystone, Amador Canyon and Limousine Butte

The 200 to 1000 mil oz. of silver exploration potential estimate for the Amador Canyon project is based on the size of the area, which may provide between 50 and 250 million tonnes of ore, times a low grade of 4-6 ounce per ton. 50 mil tonnes x 4 oz/tonne = 200 mil oz., the low end of the target range. 250 million tonnes x 4 oz/tonne = 1000 mil oz., the high end of the range. That target range is the expectation that the geologists are hoping the drilling will prove up. It will likely take several rounds of drilling and analysis of drill results to get a proper resource calculation, and plenty of time.

NPG.V has 10 gold projects, and one silver-but it may be big. The Chariman, David Hottman, says that 90% of the value of the company is in gold, NOT silver, and yet, I'm buying this company for the silver project of Amador Canyon only, and as if the gold componant was worth nothing. (The gold projects are a free bonus, in my book, and help to alleviate the risk of this explorer.)

Explorer in Nevada. They do not really know how much silver they might they have in the Amador Canyon project. They just did a $2.5 million private placement, and another $10 million private placement in late November. On the website, for David Hottman's bio, it says he was a founding member of Eldorado gold. "During his tenure, Eldorado's market capitalization grew from Cdn $7 million in 1992 to a peak of Cdn $781 million in 1996." Please note, exploration is risky, and costly.

Now that they are well-capitalized with over $10 million dollars, this company will likely do very well as they drill and prove up the deposits across all their properties.

@ hpopth

Hört sich ja sehr gut an, aber was haben wir übersehen. Geldverdienen kann nicht so einfach sein ,oder ?

Was hälst du von den anderen drei Minen ? Scheinen alle recht interessant zu sein.

Grüsse, newtechxl

http://www.goldismoney.com/ssr/SS40.html

Producers & Advanced Symbol Status Shares Price Cap AgOz Other Location
Admiral Bay Resources** ADB.V Develop. 33.3 $1.05 35 123 Oil&Gas Jalisco, Mex
Atlas Mining** ALMI.OB Develop. 33.7 $0.24 8.1 Clay, Wood S.Valley, ID; Utah
Atna Resources** ATN.TO Exp./Dev 37.1 $0.15 5.4 30+ Au,Zn Yukon, NV, Chile
Avino Silver & Gold** ASM.V Exp./Dev ~6 $1.47 ~9 Lots Au Mex, B.C., Yukon
Canadian Zinc** CZN.TO Adv.Dev. ~54 $0.90 48 62+ Zn,Pb NWT, Canada
Coeur d'Alene Mining CDE Producer ~250 $6.61 1,652 185 Au USA; Chile; Bolivia
Endeavour Gold** EDR.V Producer 14.8 $1.30 19 Au Mexico
Eurozinc Mining Corp. EZM.V Exp/Dev 287 $0.49 140 26 Au, Zn, Pb Portugal, Utah
First Silver Reserve FSR.TO Producer ~38 $1.76 67 30 Au Jalisco, Mex.
Formation Capital FCO.TO Exp/Dev 120.5 $0.38 46 Ag refining Can.; S. Valley. Id; Mex
Gammon Lake Resources GRS Adv.Dev 58.7 $6.47 380 48 Au Ocampo, Mex
Genco Resources** GGC.V Producer ~21 $1.09 ~24 36 Au Temascaltepec, Mex
Golden Queen Mining GQM.TO Adv.Dev 72.7 $0.71 52 25+ Aggregates, Au California
Grupo Carso S.A. de C.V. GPOVY.PK Producer $8.20 Diversified Mexico
Grupo Mexico S.A. de C.V. ** GMBXF.PK Producer 651 $3.55 2,311 Cu,Zn Mexico, USA
Hecla Mining HL Producer 118 $8.18 965 45 Au USA, Venez, Mex
Holmer Gold** HGM.V Develop. 39.5 $0.32 13 9 Au Canada, Mexico
Huldra Silver** HDA.V Develop. 6.9 $0.46 3.2 3.7 Zn, Pb B.C. (Canada)
Industrias Penoles IPOAF.PK Producer 413 $5.50 2,271 420 Au, refining Mexico
KGHM Polska Miedz S.A KGHMF.PK Producer 200 $17.02 3,404 Diversified Poland
Macmin Limited** MCAJF.PK Develop. ~375 $0.15 56 15 Zn,Pb,Au Qsld, Austr.; N. Guinea
Malachite Resources NL** MAR.AX Exp./Dev 29 $0.18 5.2 Au, Ag, Sn Australia
Meridian Gold MDG Producer ~99 $12.36 1,220 33 Au USA, Chile, Arg
Metallica Resources MR.TO Adv.Dev ~44 $2.07 90 47 Au,Cu Mexico, Chile
Mexgold Resources MGR.V Producer 29.0 $4.35 126 46+ Au Chih., Mexico
Minas Buenaventura BVN Producer ~127 $26.85 3,420 61 Cu, Pb, Au Peru
Minco PLC MIO.LSE Develop. 94 $0.33 31 55 Au Mexico, Ireland
Mines Management (MNMM.OB) MGN Develop. 12.4 $7.35 91 260 Cu Montana
New Jersey Mining** NJMC.OB Adv.Dev ~17 0.75 13 Gold mine Idaho (some S. Valley)
Pan American Silver** PAAS Producer ~53 $17.40 922 743 Au Peru,Mex,Arg,USA
Scorpio Mining** SPM.V Develop. 38.4 $1.95 75 8.4 Old mine Mexico, Canada
Sterling Mining SRLM.PK Adv.Dev. ~7 $11.00 77 185 Cu,Pb S.Valley, Idaho
Tumi Resources Ltd.** TM.V Exp/Dev 23.9 $1.35 32 Au, Cu Mexico
TVI Pacific TVI.TO Producer 225 $0.19 43 Au China, Philippines
Unico Mines UNCN.BB Dev./Prod 70 $0.09 6.3 Tiny operation Utah
Western Silver Corporation** WTZ Develop ~38 8.00 305 214 Au Zacatecas, Mex

Some definitions:

Sorry, Tabelle hat es zerlegt.

Schaut hier:

http://www.blanketpower.com/mining/silverproducer.htm

Zeit weitere Silberaktien zu kaufen ?

Silberpreis zieht an, aber Silberaktien noch nicht .

Was meint Ihr ?

Meine aktuelle Kaufliste:

Nevada Pacific
Cabo Mining
Cream Minerals
Expatriate
Silvercrest
Mines Management

@ Zeitgenosse

Schau Dir mal die Silberanalyse von der BW Bank an! Sehr informativ.

Kursziel 15 - 20 Dollar

- es wird zuwenig Silber produziert

- es ist heute schon nicht genuegend physisches Silber am Markt vorhanden

- Sehr interessant sind die Analysen von David Morgan einer der wenigen Silberanalysten

- Der Report von Hommel kann Dir einen Ueberblick verschaffen

- Silber hat das Zeug zum Jahrhundertinvestment

Gruesse, newtechxl

Q. Over the near- and mid-term, how do you expect silver to perform?
James Turk: I'm very bullish, on the near-term as well as from a long-term point of view. In gold, I'm looking for something over $400 in September or October, probably $435. For silver in the same kind of time frame, I'm looking for about $6.00 to $6.50.
Jeff Christian: We think the price is going to rise over the next year or so. Around $5.25 by the end of the year and maybe on the order of $5.50 by the end of next year. Maybe even much higher.
Ian McAvity: I do expect to see that level $5.15 to $5.25 penetrated in the months ahead.
Jim Rogers: I do not really know. Both (gold and silver) have large negatives. I am very bullish on raw materials and own some of both gold and silver. Other raw materials will continue to outperform both as they have for several years
Jim Dines: I'm looking for a tremendous bull market in silver. I expect the old high of $50 to be penetrated and well exceeded. There's just not a lot of silver around. You're getting some very big money coming into it, and you're already seeing some spectacular percentage moves in stocks like CDE and Hecla. The silvers are in a raging bull market and it's ahead of the bullion.
Frank Holmes: We feel silver can probably trade $8 to $9 an ounce.
Bill Murphy: Pretty soon, we're going to get a spike. We might see it move $1 in a day. I could see a quick spike up to $7.50 in the months to come. I would see silver at least $20/oz over the next couple of years.

Q. Is there any logical reason why silver should make such a big jump?
David Morgan: Silver is a smaller tighter market. It's not followed. All you need to move the silver market to about $8 in three days is for Barton Biggs to say that silver is the most undervalued commodity on the planet.
Frank Holmes: The most significant factor is China, based on the fact that China recently turned positive on zinc. They've been net sellers of zinc. Silver and zinc are quite often combined metals, along with gold and silver. There's a shortage of inventory, basically.
Jeff Christian: The market is less liquid. There are fewer bullion dealers and banks in the market. There seems to be less physical metal around so that the same kind of event (terrorism) today should be expected to have a more powerful, upward impact on the price.
Jim Dines: Silver has been in a major bear market for 2 decades. Adjusted for inflation, at these prices, it's probably free. Silver will follow gold into whatever heights it goes to
Louis Paquette: The long term charts have begun to turn positive: big long saucer bottom that is now starting to break out and follow gold. The chart of silver looks like gold did in 2000-2001. Very same kind of pattern, making ascending triangles, breaking out to new levels, making higher lows after making highs.
James Turk: The gold-to-silver ratio normally falls in precious metals bull markets. Silver tends to outperform gold.
Ian McAvity: There's a great deal of speculation that, within the not too distant future, the Chinese currency may be revalued against the dollar. The net result being a lot of Chinese people that are looking for all sorts of alternative ways to get rid of their dollars before that revaluation takes place.

Q. The Gold to Silver Price Ratio has been up and down the charts, over the past twenty years. The ratio is calculated by dividing the price of gold by the price of silver. As we went to press, that ratio stood around 73. What should we expect in the near future?
James Turk: You have a strong reaction down from that peak at 80 to the present level, which suggests that it's a top. My guess is that as we go forward from here, you're going to see the ratio move back towards 60.
Jeff Christian: The ratio is probably too high. We think that silver is a better investment, or has a better chance of price appreciation, over the next 3-12 months than gold does.
Ian McAvity: Over time, it should reach 40. The actual average since 1900 is 39.1. In Bunker Hunt's time, it got as low as 15 to 1.
Jim Rogers: Yes, but there have been long periods in history when it was 16 to one. I do not put much stock in the ratio since the world has and is changing enormously. I know the mystics find the ratio important, but I ignore it here in the 21st Century.

Q. Will there be any sort of correction, or dip, into which investors can capitalize on a downturn from the recent frenzy in the precious metals rally?
David Morgan: The sentiment is pretty strong. There's a little bit of silver and gold fever in the air. The underlying equities in all the mining shares, both gold and silver, are overvalued relative to both metals. Although the metals are remaining in those tight consolidation areas, the underlying equities could correct. Silver might correct to a low of $4.65.
Ian McAvity: Gold mining shares have been on a tear as of late. Silver, in a sense, is a little bit behind. It's been tracing out a series of rising lows, but it hasn't really been able to go through the $5.15 level with much conviction.
Jim Rogers: There is still a lot of bullishness among gold bugs which has never fully dissipated. Silver has the problem that it is being replaced in photography by digital technology plus there are still the huge inventories [especially in India, east Africa, etc].

Q. There has been a lot of talk about China and their impact on the price of silver. Why is that?
David Morgan: The Chinese stopped being a net buyer in 1997. After 1997, they became a net exporter. There's more interest in China and that will spill over to the Chinese. For the average Chinese, silver is still affordable, or at least, more affordable that gold would be. They've a long history of valuing silver as money.
Frank Holmes: China reminds me of Japan in the 1960s, when they started taking off, for all basic commodities. It will affect silver because they will start buying everything.
Ian McAvity: There's no question that China has a long history in relation to silver. If you go back to the 1880s, you'll find that almost all of Mexico's silver production was going to China for their coinage. In this day and age, China is the only place on the planet that is currently undergoing a complete industrial revolution within one generation.

Q. Is it too late to invest in silver stocks?
Louis Paquette: Gold stocks are up 200, 300 and 400%. Silver is just lagging, as far as I'm concerned. That's where it's a great opportunity. Where we have verification there's a bull market in gold, silver has lagged. It's as cheap as it's been, while it was creating this base over the last 5-7 years. It gives you an opportunity to jump on now for accelerated profits.
David Morgan: The next phase (of the bull market in precious metals), the smart money and the smart public money start coming into the market. That's the phase we're witnessing now. We could see the public coming onboard more and more into both mining equities and metals over the next three to four years.
Jim Dines: The fact that gold mining shares have been vastly out-performing their bullion suggests to me that we are going to see a big rise in the silver mining shares. I'm looking for a tremendous year, the remaining part of this year, and well into next.