Beiträge von gogh

  • Thistle Mining

    für Thistle hängt a l l e s vom Randkurs ab. Zur Zeit exakt 7 R/$.

    Bei 8 ist THT eine Rakete.

    PoG spielt geringe Rolle, weil stark gehedgt.


    Geht´s anders rum, sagen wir R 5 wird´s eng.


    gogh

  • Sitz u. Pits in Australia (Goldminen)

    Rain delays study on Australian gold deposit
    --------------------------------------------------------------------------------

    Australian Stock Exchange-listed Tanami Gold said last week that some key elements of its bankable feasibility study for its Coyote resource were delayed, due to extensive late rains restricting access for drill rigs.


    The company acquired the Coyote gold project from AngloGold Australia, in January, which took the company’s total resources in the Western Tanami area, in Australia, to 572 000 oz of gold.


    Drill programmes are currently under way, aimed at increasing the resource base.


    The combined Coyote and Larranganni resources provide a strong base for Tanami Gold to begin the gold production in the Tanami.


    During the March quarter, the company began a bankable feasibility study on the Coyote gold project, aimed at starting production in late 2004 or early 2005.


    Feasibility study drilling started in late April, comprising diamond core geotechnical drilling of the planned openpit walls at Coyote.


    Metallurgical, hydrological and sterilisation drilling will begin this month, with the mobilisation of additional drilling rigs aimed at fast-tracking the feasibility study.


    The RC drilling programme targets extensions to established mineralised lodes within the prefeasibility openpit shells to maximise the mineable resource inventory.


    Geological assessment of the Coyote deposit is ongoing, with the aim of assessing the ‘deeps’ potential for down-plunge extensions and defining targets scheduled for drilling mid-2004.


    An understanding of the Coyote geological model is also important in the regional picture, in terms of its application to numerous Coyote ‘near-mine’ prospects within a 10-km radius of Coyote.


    --------------------------------------------------------------------------------


    veröffentlicht in Südafrik. Zeitschrift 03.05.04 über Kitco kopiert

    gogh

  • Sitz u. Pits in Australia (Goldminen)

    CRS hat von Central Norseman die "dünnen" Goldadern geerbt.

    Die erfüllen nach dem " Anerk. Regelwerk" nicht die Anforderung zum

    Ausweis als Reserve. Das ist Jahrzehnte gutgegangen. Aber etwas

    genaues weiß man nicht.

    Hab noch einen kleinen Rest CRS, den ich halten werde.


    gogh

  • Sitz u. Pits in Australia (Goldminen)

    Schreibe nur über Minen von denen ich Aktien halte.

    Oder deren Aktien ich verkauft hatte und bei

    nächster Gelegenheit wieder einsteigen möchte.


    Abstrakt über Minen schreibe ich nie.

    Nur deshalb sage ich nichts zu Oxiana.



    Bei EQI gefallen mir einige "weiche" Faktoren.

    Damit meine ich Fakten, die sich nicht in Zahlen

    fassen lassen.

    Deren Hedge-Book war positiv geworden.

    EQI hat daraufhin mit Gewinn das Hedge-Book

    aufgelöst und mit dem Cash alle Bankverbindlichkeiten

    abgelöst. Sowas gefällt mir.


    In West-Australien fest im Sattel und

    Expansion nach Westafrika. Gefällt mir ebenfalls.


    gogh

  • Sitz u. Pits in Australia (Goldminen)

    Sollte der PoG um 50% steigen ist Sons of Gwalia akut konkursgefährdet.

    Sosehr sind die gehedgt.

    Andererseits macht denen ein rapid fallender PoG nichts aus.


    SGW ist somit eine Art Versicherung gegen fallenden PoG

    innerhalb(!) eines reinen GM Depots



    gogh

  • Sitz u. Pits in Australia (Goldminen)

    die Veröffentlichungen von SBM sind meist so formuliert,

    als wohnten alle Aktionäre in der Nachbarschaft.

    Deshalb zum besseren Verständnis:



    Meekatharra ist eine Region.


    Paddy Flat ist bisher ein open pit


    in dieser Region und läuft aus.


    Unter dem " leeren" open pit


    ist nun ein underground pit


    projiziert, der sinnigerweise


    ebenfalls Paddy flat heißt


    gogh

  • Sitz u. Pits in Australia (Goldminen)

    SBM ist im Umbruch nachdem man kurz vor der Pleite stand.

    Mir leuchtet das Konzept ein. Deshalb bin ich dabei.

    Ein Totalverlust ist aber nicht völlig ausgeschlossen.


    gogh

    =======================================





    Friday April 30, 5:51 PM
    St. Barbara Mines: $1.6M 1Q Cash Loss At Meekatharra
    Edited Press Release


    LONDON (Dow Jones)--St. Barbara Mines Limited Friday said that in the three months to Mar. 31, 2004 Meekatharra exploration commitments, non-core asset rationalisation and advanced planning for sustainable operations at Meekatharra were key features of the period, together with the development of the Paulsens high grade mine through the Company's 55% subsidiary, NuStar Mining Corporation.


    ADVERTISEMENT


    The Company continued to aggressively manage the large Meekatharra landbank leveraging the existing infrastructure asset base.


    A new joint venture, Annean JV, was formed with Aurogenic Resources, a company with strong corporate management and technical expertise. This increases the ground under joint venture to 1,100 km2 with expenditure commitments by third parties totaling $4 million in the next year and potentially $20 million over a five year period.


    Non-core assets were rationalised including a minority interest in Burnakura JV (for $1 million and release of environmental bonds $0.2 million) and the sale of the Komatsu large face shovel, inherited from the previous management, for a net $2.1 million and extinguishment of annual lease fees of $1.4 million.


    At Meekatharra, the exploration results at Paddys Flat Prohibition orebody were incorporated into a revised mine plan. The newly defined multi-zoned orebody generated the opportunity for the decline to be located closer than the initial design, with a commensurate saving in level development metres.


    A review of the long term strategic direction for Meekatharra Operations led to a decision to completely re-structure and re-configure the project to provide both open pit and underground mining capacity, and a flexible processing facility capable of treating a broad range of future ore types, sourced from current resources, expanding exploration programmes, and indicated toll treatment demand.


    This strategic change will provide for sustainable, long term gold production from this area.


    To facilitate the re-structure necessary to achieve the above objective, processing operations will be temporarily suspended by the end of the June quarter with recommencement dictated by completion of required plant modifications, progress at Paddys Flat underground project, the Batavia open pit project, and completion of current resource expansion programmes at Mulla Mulla, Kanji and Miniritchie.


    At Paulsens, thirty-two of the sixty planned resource extension holes were completed. All except two intersected the orebody - these intersected dykes which will be incorporated into the mine design as integral to ground support.


    Full results were available for thirteen holes recording twelve intersections which exceeded the nominal 2 metre by 4 g/t underground resource cut-off, including five particularly high grade intersections.


    In an increasingly competitive market for key underground personnel, the Company secured the services of a project manager, manager mining and senior mine geologist, each with specialised experience from majors Anglogold and Newmont. The underground team is now complete. Tenders were also issued for power, camp installation and management, road access and mining. Paulsens remains on schedule for mine development start-up in the September 2004 quarter.


    Paddys Flat Underground Project - A detailed review of the increased, multi-zone Prohibition resource and the updated Vivians resource revealed significant opportunities to reduce underground development metres and resultant costs, by re-positioning the main Prohibition decline closer to the ore zones, and reducing the development necessary between the Prohibition, Vivians and Consols resources. Further metallurgical investigations and modelling on the Paddys Flat project have identified the need to facilitate process plant modifications to the existing facility to incorporate the harder ore into the milling schedule.


    Process Plant Operations - Campaign milling of the remaining Paddys Flat No.3 stockpile ore will continue through to the June quarter, after which operations will be suspended in order to incorporate plant modifications and re-structuring to optimise the future underground and open pit resources.


    Financial Performance - Meekatharra Operations generated a $1.6 million cash loss for the quarter and a total of $0.9 million net cash for the nine months to Mar. 31, 2004.


    Financial Position - As at Mar. 31, 2004, consolidated cash and bullion totaled $16.3 million (plus $3.3 million in rehabilitation bonds).


    Meekatharra Joint Ventures - Momentum at the Polelle JV (St Barbara managed - Elara Mining funded) accelerated with significant results at Kanji, 6 kms south of the Mulla Mulla deposit.


    In-fill and extension drilling has now advanced Kanji to a 900 metre strike and RC drill status. With results at the adjacent Miniritchie prospect (600 metre strike) awaited, Kanji Miniritchie and Mulla Mulla represent a significant potential resource inventory for inclusion in future mine planning.


    A new joint venture, the Annean JV, was formed with Aurogenic Resources over five tenement blocks within economic trucking distance of the Company treatment plant, and totalling 480 km2. Aurogenic can earn a 51% interest by the expenditure of $4 million over three years (committed $1 million in the first year) and a further 19% by the additional expenditure of $4 million over a further two years.


    At the Lights of Asia prospect (Cue Goldfield JV) our joint venture partner reports the completion of 57 RC holes and consequent high grade zone extension to 400 metres strike and 150 metres down dip. The deposit remains open to the north and down dip.


    Information in this report relating to mineral resources conforms to the reporting requirements of the Australasian Code for Reporting of Identified Mineral Resources and Ore Reserves (The JORC Code). It is based on information compiled by Mr Graham Miller, FAusIMM, a Competent Person as defined by the Code. It is included in this report with his consent.


    The development of Paulsens as a high grade shallow underground gold mine commenced in January 2004, with detailed engineering ahead of tender document preparation, the appointment of key personnel and resource extension drilling the principal activities.


    Paulsens is scheduled to be developed as a decline mine, to an initial depth of 200 metres to exploit a high grade 15.7 g/t resource. The portal design and location has been determined, with independent geotechnical input. Detailed mine design of the current resource, which lies predominantly between 100 and 200 metres below surface, has significantly reduced the number of development metres in waste with commensurate cost and time benefits.


    Tender documents have been prepared, issued and are at various stages of review for camp establishment and on-going catering, box cut excavation, access road establishment and power generation.


    The most senior appointments - Project Manager (and registered manager), Mine Manager and Senior Mine Geologist - have been made, completing the underground team.


    Each of the incumbents has extensive appropriate underground experience gained, most recently with AngloGold or Newmont Mining.


    A programme, comprising 50 holes (approximately 14,500 metres), commenced, predominantly targeting the down-plunge extension of the orebody below 200 metres vertical.


    To date, with two diamond rigs on-site on double shift - an RC rig was released following completion of pre-collars - a total of 27 holes have been completed.


    All but two intersected the orebody as defined by the quartz host and the presence of sulphides.




    --------------------------------------------------------------------------------


    Copyright © 2004Dow Jones & Company Inc. All rights reserved.

  • ****Diskussionen & Beiträge zu den Goldseiten-Musterdepots****

    ----------

    Alternative Vorgehensweisen darzustellen, hat schon begonnen.


    Meine beiden Threads:


    -Sitz u. Pits in Australia (Goldminen)


    und


    -4x Kaffern (Drooy, GFI, HMY, IAG) ab 28.04.04


    Überlege mir z. Zt noch einen 3. zu eröffnen mit Pits in Americas.


    Ansatz nur GM, andere Edelmetalle nur wenn Beiprodukt in GM.

    Nur GM Co, die produzieren. Und eine gewisse Marktkapitalisierung

    aufweisen.


    Kritik jeglicher Art erwünscht.


    Meine Intention ist es, den eingeschlagenen Weg zu beschreiben.

    Ob das Erfolg bringt oder flopt, ist offen und für jeden nachzuvollziehen.



    Als Konkurrenz zum Musterdepot, verstehe ich das nicht. Dafür sind die Ansätze zu verschieden: Nur GM und sonst nichts.


    Schönen abend


    gogh

  • ****Diskussionen & Beiträge zu den Goldseiten-Musterdepots****

    Was nützt ein Musterdepot, wenn es mit realer Geldanlage nichts zu tun hat?! Ich denke, wenig.
    =============================================================

    Karl, als Musterdepot nützt es nichts. Da stimme ich Dir zu.


    Es ist aber so herrlich chaotisch. Man kann ein

    "Zufallsdepot" so behandeln, als sei es ein Musterdepot.

    Manches wird durch durch die Distanz sogar klarer.


    Können wir nicht alle so tuen, als wäre es ein Klasse Muster-Depot?


    Gruss

    gogh

  • ****Diskussionen & Beiträge zu den Goldseiten-Musterdepots****

    Die Performance soll unser Zeugnis sein -nicht der Weg.
    ==================================

    jetzt wissen wir von BOGNAIR, wie die Werte ins Depot kamen.

    Der oben zitierte Satz scheint mir das Leitmotiv gewesen zu sein.

    Die Einstellung, die da zum Ausdruck kommt entspricht dem Zeitgeist.

    Tasächlich habe viele nach dieser Maxime ihr Depot bestückt.

    Egal ob Kaffebohnen oder Kakao, Gold oder Silber,Hauptsache es steigt.


    Sehe ich ganz anders. Warum?

    Weil das Casino-Mentalität ist.


    Wie anders:

    Beschränken auf wenige Felder. Z. B. nur Goldminen.

    Und von GM alles verstehen wollen, was man an Informationen

    bekommen kann.

    Alles andere ist dann nur insofern interessant, wie es das Umfeld der GM

    bestimmt.


    gogh

  • ***** Exploreraktien, die heiße Spekulation...*****

    Zweites Kapitel



    »Helene!« - sprach der Onkel Nolte -

    »Was ich schon immer sagen wollte!

    Ich warne dich als Mensch und Christ:

    Oh, hüte dich vor allem Bösen!

    Es macht Pläsier, wenn man es ist,

    Es macht Verdruß, wenn man's gewesen!«


    »Ja leider!« - sprach die milde Tante -
    »So ging es vielen, die ich kannte!
    Drum soll ein Kind die weisen Lehren
    Der alten Leute hochverehren!
    Die haben alles hinter sich
    Und sind gottlob! recht tugendlich!« -


    (Fromme Helene, Wilhelm Busch)

    W. B. hätte das ohne Erfahrungen mit

    Explorer-Aktien kaum schreiben können,

    besonders Silber-Explorer



    gogh

  • Südafrika Rand

    Habe heut einige Harmony zu knapp 9,5€ gekauft.

    Unter 10€ ist eine feine Sache.

    Nicht nur champagnisieren, nutze den Tag, carpe diem


    gogh