Beiträge von dukezero

    Paulson's Paulson & Co. Remains Mum on Gold in Q3; Likes Pharmas Again, Drops Out of Viacom


    John Paulson's Paulson & Co. hedge fund made some notable moves through the third-quarter of 2012. Paulson got soft on gold, selling some of his holdings in miners while simply maintaining stakes in SPDR Gold Trust, Agnico-Eagle, and others. The move on gold appears to be a good one, with the metal and stocks tied to the value having a rough October into November. Gold December contracts last traded to the lower-end of $1,700 per ounce, from highs near $1,800 per ounce at the end of September.


    Paulson appears to be favoring pharma companies, communications, and entertainment, adding stakes of MetroPCS, Leap Wireless, and Jazz Pharma, while boosting AMC Networks, Gaylord Entertainment, and Life Technologies holdings. He also shifted out of Viacom, no doubt due to waning interest in "Jersey Shore."


    Finally, Paulson exited Baxter and JPMorgan, two steadfast names. JPMorgan showed some peaking at the end of the quarter, while Baxter has made a little run higher since.


    New Stakes
    Amerigroup Corp. (NYSE: AGP) new 1,000,000 share position
    Jazz Pharmaceutical (Nasdaq: JAZZ) new 1,000,000 share position
    Leap Wireless International, Inc. (Nasdaq: LEAP) new 7,011,400 share position
    MetroPCS Communications (NYSE: PCS) new 23,800,000 share position
    Nexen, Inc. (NYSE: NXY) new 6,050,000 share position
    Par Pharmaceutical Cos., Inc. (NYSE: PRX) new 615,000 share position
    Robbins & Myers, Inc. (NYSE: RBN) new 1,000,000 share position
    Shire pic (Nasdaq: SHPG) new 121,590 share position


    Raised Stakes
    AMC Networks (Nasdaq: AMCX) raised from 5,750,000 shares to 5,930,000 shares
    Equinix, Inc. (Nasdaq: EQIX) raised from 1,013,600 shares to 2,100,000 shares
    Gaylord Entertainment Co. (NYSE: GET) raised from 2,000,000 shares to 3,800,000 shares
    GenOn Energy (NYSE: GEN) raised from 31,571,989 shares to 44,071,989 shares
    Grifols, S.A. (Nasdaq: GRFS) raised from 107,575 shares to 374,088 shares
    Hillshire Brands (NYSE: HSH) raised from 2,963,808 shares to 4,260,366 shares
    International Tower Hill Mines (NYSE: THM) raised from 5,103,500 shares to 8,949,654 shares
    Life Technologies Corporation (Nasdaq: LIFE) raised from 4,977,792 shares to 13,513,800 shares
    Post Holdings (NYSE: POST) raised from 830,300 shares to 1,230,300 shares


    >>> http://www.streetinsider.com/1…775.html?si_client=intbro

    Lundin says hold Int'l Tower Hill


    International Tower Hill Mines Ltd
    (C:ITH)
    Shares Issued 98,068,638
    Last Close 11/9/2012 $2.39
    Monday
    November 12 2012 - In the News


    Brien Lundin, in the October, 2012,
    edition of the Gold Newsletter, says hold International Tower Hill Mines Ltd.,
    recently $2.68. Mr. Lundin said buy three times between January, 2009, and
    April, 2010, at prices ranging from $1.46 to $5.85. He said take some profits --
    perhaps sell half -- in September, 2010, at $6.65. Assuming a $1,000 investment
    for each buy, selling half the $3,000 position at $6.65 yielded a $2,232 profit.
    Mr. Lundin said buy again in April, 2011, at $9.25. Assuming a $1,000 investment
    at $9.25 and taking into account the $1,500 investment left after the half sale,
    the $2,500 position is now worth $1,806. International Tower Hill has appointed
    its chairman, Donald Ewigleben, as president and chief executive officer. Mr.
    Lundin likes this. Mr. Ewigleben was CEO of Uranium Resources and AngloGold
    Ashanti North America. He also worked on permitting and development for the Fort
    Knox mine in Alaska, 60 miles southeast of Tower Hill's Livengood project. The
    editor says large, low-grade projects such as Livengood will likely attract
    major miners as the gold bull market continues. Recently Tower Hill raised
    $29.6-million in a private placement of shares at $2.59. Mr. Lundin says hold
    the stock for now.

    [Blockierte Grafik: http://biiwii.com/wordpress/wp-content/uploads/2012/11/hui.spx_.png]

    Eine Nachricht die interessant ist!!
    Das Deposit ist einige KM östliich vom Kern von Money Knob.



    Liberty Gold Corp. Reports On International Tower Hill's New High-Grade Gold Intercepts On Adjoining Livengood Property


    PHOENIX, Oct. 1, 2012 /PRNewswire/ -- Liberty Gold Corp. (OTCBB: LBGO; "Liberty Gold" and/or "the Company") is pleased to report on International Tower Hill's (ITH) August 21, 2012 announcement of new, high-grade gold intercepts surrounding ITH's main deposit at its Livengood Gold Project in Alaska. ITH's Livengood Property immediately adjoins the western side of Liberty Gold's 4,620-acre McCord Creek Property. The Money Knob deposit on ITH's Livengood Property represents a resource estimate of 16.5 million ounces (Moz) Measured & Indicated at 0.22 grams per tonne cut-off (see ITH website for complete disclosure), making it one of the largest gold deposits discovered in 20 years.


    The latest ITH drill results were from a non-exploration directed drill program involving 45 geotechnical and condemnation drill holes in the Livengood project area. According to ITH's August 21, 2012 news release, assay results from four of the holes drilled returned multi-gram gold intersections (intercepts were calculated using a 0.25 g/t gold cutoff and a maximum of 3 meters of internal waste). ITH stressed that, since the new gold intersections are located well outboard of the main deposit, the results indicated the significant exploration potential of the Livengood district scale gold system while highlighting the potential for further bulk tonnage and high-grade discoveries on the property. ITH Interim CEO, Jeff Pontius, commented in the news release: "It is clear that the Livengood gold system is a District scale gold discovery with significant future potential."


    http://www.finanznachrichten.d…ivengood-property-008.htm

    November 07, 2012 18:24 ET


    International Tower Hill Provides an Update on the Livengood Gold Project


    http://www.marketwire.com/pres…oject-tsx-ith-1723085.htm
    VANCOUVER, BRITISH COLUMBIA--(Marketwire - Nov. 7, 2012) - International Tower Hill Mines Ltd. ("ITH" or the "Company") (TSX:ITH)(NYSE MKT:THM)(FRANKFURT:IW9) is pleased to provide an update on its 100% owned Livengood Gold Project.


    The Company has successfully completed within budget its critical path 2012 geotechnical drilling program, totaling 199 holes, 15,731 meters utilizing core, sonic, and auger drilling methods. The drilling program evaluated facility sites to obtain the technical information required for use in sub-arctic engineering design. The pump testing of the large diameter water wells required for hydrogeological modeling was also successfully completed. Metallurgical test work and engineering studies are on-going to advance the feasibility study, which is on schedule for release in the first half of 2013.


    The Company's recently appointed CEO, Don Ewigleben , stated: "Over the past month I have been very encouraged by the progress being made. We will continue working on engineering for the next several months and we are on-track for completing the Feasibility Study in the first half of 2013. I am extremely pleased that the 16 million ounce plus gold deposit is on schedule for feasibility study completion, permitting and construction due to the world-class project team in place."


    The Company is aggressively advancing the Feasibility Study and all scenarios are under consideration to optimize the economics of the project, including considering a future strategic alliance to assist in further development and construction costs while adding value for our shareholders.
    --------------------------------------------------------------------------------

    International Tower Hill Mines announced on September 18 that it has closed the second tranche of its previously announced non-brokered private placement financing of common shares to raise total gross proceeds of $29.6 million.


    Outlook


    The Feasibility Study [FS] for the Livengood project is currently underway and scheduled to be released in the first half of 2013. During the first quarter of 2012, the company selected Samuel Engineering, Inc. of Greenwood Village, Colorado, to provide process engineering services for its FS.


    My analysis


    The stock has met its bearish $2.5 price target from the Point and Figure chart. I believe the next major catalyst for the stock will be the Feasibility Study results due in the first half of 2013. I believe the stock could be a good pick in the anticipation of the results.



    http://seekingalpha.com/articl…pment-stage-gold-deposits

    ITH macht sich nach NEWS zur PEA Entwicklung in 2013 unter hohem Volumen nach oben auf! Hier sollte man die Augen auf haben!!


    Gold könnte sich von den Indizes abkoppeln!