Beiträge von linar

    Cameco extends delay over flooded mine
    Cigar Lake woes bigger than expected; Uranium sales postponed up to 7 years


    ANDY HOFFMAN
    MINING REPORTER
    Cameco Corp. has deferred planned uranium sales from its flooded Cigar Lake mine for up to seven years, putting further supply constraints on an already tight market and raising concerns the crucial project could be delayed even longer than expected......
    full story: http://www.theglobeandmail.com…CAMECO08/TPStory/Business


    :rolleyes:


    linar :)

    Off to a Good Start in 2007
    By: Mary Anne Aden and Pamela Aden, The Aden Forecast


    GOLD: Renewed rise has begun
    For now, gold’s current rise has the potential to surpass the May highs and possibly test the 1980 highs. You’ll remember that gold reached a 25 year high last May at $722. It’s essentially been consolidating that great rise since then, but now for the first time since May, gold has the potential to rise to a new high for the move.


    SILVER: The best precious metal
    Silver also looks great. It’s strong, solid and even though it weakened more than gold recently, it’s still stronger than gold on a major trend basis (see Chart 3C).
    full story: http://news.goldseek.com/AdenResearch/1170864060.php


    linar :)

    GS hat den GSCI verscherbelt (bei SCN gesehen - merci)


    http://www2.goldmansachs.com/g…SCI_release_feb6_V2_7.pdf


    NEW YORK, February 6, 2007 –Standard & Poor’s, a division of The McGraw-Hill Companies
    (NYSE: MHP), will acquire the market leading Goldman Sachs Commodity Index (“GSCI”) and
    two equity index families from the Goldman Sachs Group, Inc. (NYSE: GS), the two companies
    announced today..........


    ....ich finde das ziemlich beunruhigend :rolleyes: GS ist ja an den strategisch wichtigen Stellen gut vertreten - was wissen die was wir (noch) nicht wissen ?(


    linar :)

    ....ich stell's mal hier rein - hmmm :rolleyes:


    Metals dive on report of fund losses
    Fri Feb 2, 2007 5:56 PM GMT31

    LONDON (Reuters) - Base metals prices fell sharply on the London Metal Exchange on Friday on a report of heavy losses at a hedge fund and in the absence of Chinese buyers, dealers said.


    "The market is collapsing," a European trader said.......


    ....."General sentiment remains positive because of the current
    low stock levels," LME broker Sucden said in a market report.


    http://za.today.reuters.com/ne…070202.XML&archived=False


    linar :)

    ....ich stell's mal hier rein - hmmm :rolleyes:


    Metals dive on report of fund losses
    Fri Feb 2, 2007 5:56 PM GMT31

    LONDON (Reuters) - Base metals prices fell sharply on the London Metal Exchange on Friday on a report of heavy losses at a hedge fund and in the absence of Chinese buyers, dealers said.


    "The market is collapsing," a European trader said.......


    ....."General sentiment remains positive because of the current
    low stock levels," LME broker Sucden said in a market report.


    http://za.today.reuters.com/ne…070202.XML&archived=False


    linar :)

    ...aus dem SCN-Forum :D



    linar :)

    No Willing Sellers for Uranium Buyers
    January 20, 2007 01:29 PM EST


    ....Cameco announced a company conference call would take place on Wednesday, February 7th to discuss the fourth quarter financial results and company developments.
    ...It doesn’t take a rocket scientist to figure out the specific update investors will mostly want to hear about is the remediation progress at the company’s Cigar Lake uranium mine in Canada’s Saskatchewan province. Cameco failed to mention Cigar Lake in its news release, but analysts and the media will quickly inquire if the subject is not brought up. While investors gather around the Internet chat boards, like gamblers in a casino – trying to determine whether the spot uranium price will float higher or sink by February 7th, utilities are faced with a different crisis.....

    full story: http://www.theconservativevoice.com/article/22167.html


    ...hmmmm - da darf man ja mal gespannt sein :rolleyes:


    linar :)

    Eldo - nur auf Paul van Eeden's
    ....But Cigar Lake is very material. In my mind changes a lot. Cigar Lake takes out about 12% of worldwide demand. And demand is about almost twice as much than mine supply. So Cigar Lake accounts for almost 20, 24% of what we banked on as supply post 2008. That has now been postponed. This is a very major event.
    darf man ja auch nicht zählen :rolleyes:


    SPROTT soll gesagt haben, dass Cameco Cigar Lake nicht so schnell oder gar nimmer auf die Beine bekommt....hmmm - des einen Freud, des andern Leid - aber wachsam bleiben schadet wohl nicht :rolleyes: ein paar Gewinne nehme ich schon mal zwischendurch - nur das nicht gleich wieder investieren, das ist die Krux ;)


    linar :)

    Paul van Eeden, president, Cranberry Capital


    They probably at Cigar Lake now already have the ability to freeze from underground. So I don't know that the warmer temperatures -- I do not know to what extent the warmer temperatures are impacting them. But certainly if you do not have freeze up on surface then it would complicate matters for exploration drilling. But I am -- I do not know whether it is going to hamper the rehabilitation of Cigar Lake. But the rehabilitation of Cigar Lake is a very serious issue for both Cameco and to the uranium market. It is not going to be easy. -- For Cameco and to the uranium market. I am skeptical on Cigar Lake only because people forget only about three years ago Cameco had flooding at McArthur river and it was a very similar incident. Now they had essentially a similar event at Cigar Lake shutting down Cigar Lake, in my opinion, almost undetermined period of time because I think it is going to take a long time for them to figure out how to deal with that. It is not going to be easy. Until they deal with it I think the uranium market is, is going to be under pressure except for the fact that there was so many investment funds coming into the uranium space. And that all the uranium that they bought in the last two years, which caused the uranium price to move up before Cigar Lake flooded, that inventory that these investment funds now hold is potential supply. If that potential supply was to be coaxed into the market then you could see the uranium price doing the opposite of what people would expect. It can soften even though Cigar Lake isn't resolved. If I were not for Cigar Lake I would be an incredible bear on uranium prices. But Cigar Lake is very material. In my mind changes a lot. Cigar Lake takes out about 12% of worldwide demand. And demand is about almost twice as much than mine supply. So Cigar Lake accounts for almost 20, 24% of what we banked on as supply post 2008. That has now been postponed. This is a very major event.


    ....im StockhouseForum gesehen - merci :)


    linar :)

    Zitat

    Original von Eldorado
    GUT SO ! :D...ich bin 45% belehnt. 8o
    Das ist optimistisch, hoffentlich kommt der USD nicht ueber die 85 wie es auf der Elliot Chart gezeigt wird.
    Ueber 95 sind wir Goldbugs aus dem Sattel mit den Aktien.
    Der USD soll von hier nun abschmieren und der POG steigen ist mein Wunsch.... Mal schaun :rolleyes:


    ..ich bin 45% belehnt ...da hätte ich die Hosen voll :(
    hier noch ein US$ Chart (bei W.O. gesehen) der auch nicht eben beruhigend ist :rolleyes:
    wobei ich mich Deinem Wunsch anschliesse ;)


    linar :)

    Orko Silver Hits Highest Grade Gold Intersection at La Preciosa
    Thursday January 18, 8:30 am ET


    VANCOUVER, BRITISH COLUMBIA--(CCNMatthews - Jan. 18, 2007) - Orko Silver Corp. (TSX VENTURE:OK - News) is pleased to announce that it has received further assay results from the Phase-IV diamond drilling in the "Zona Sur", "El Orito", "Mina La Preciosa" and "Cerro El Venado" sectors on La Preciosa Project in Durango, Mexico.
    full story: http://biz.yahoo.com/ccn/070118/200701180367941001.html?.v=1


    ...die Beurteilung überlasse ich Euch Fachmännern ;)


    linar :)

    Aiming to shine yet again: UC Resources (TSX Venture:UC)
    by Glenn Wilkins - AllPennyStocks.com News Reporter


    January 17, 2007 (AllPennyStocks.com Media, Inc.) - As all roads once led to Rome, more thousands of pairs of eyes and more thousands of shovels are setting their sights on Mexico as the place to strike it rich. The youngest of the NAFTA trade partners remains the world's largest silver producer, and industry experts remain bullish on both gold and silver, which are hitting new historical highs. Investors who have gotten in early with other emerging Mexican silver and gold producers have been handsomely rewarded with significant stock appreciation.
    full story: http://www.allpennystocks.com/…rticle/uc_jan_17_2007.htm


    ...ein freundlicher "special report" mit bekanntem


    linar :)