Beiträge von silverchiller

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Nix mehr los bei den Yellowcakebugs ?
    Ohne viele Worte .. choose well :D


    National Financial has a valuation model based on market cap minus cash on hand divided by resource pounds. This gives an idea where u companies fall relative to each other. The lower the number the more undervalued relative to peers. The average on this November chart is 9.09.


    Ok, near termers (2-3 yrs) only, one gets


    Symbol|basic sh/os|price|cash|adj. market cap|u resource|cap per lb.


    UEX|180.6|4.75|86.15|771.7|24.40|$31.63
    MGA|109.3|6.63|41.83|682.8|23.39|$29.19
    EFR|28.9|3.79|3.50|106.0|4.30|$24.66
    FSY|47.0|7.05|11.85|319.5|15.52|$20.59
    TVC|112.0|2.85|46.06|273.1|15.51|$17.61
    PDN|493.0|8.05|51.90|3916.8|224.02|$17.48
    LAM|50.4|10.63|15.73|520.0|48.40|$10.74
    SXR|132.8|15.47|100.4|1954.0|267.9|$7.29
    URE|68.9|3.99|8.58|266.33|70.13|$3.80
    EMC|65.9|10.49|79.77|611.52|342.01|$1.79
    STM|69.5|4.20|36.86|255.04|157.2|$1.62

  • Gold und Silber... Informationen und Vermutungen I

    Zitat

    ..... da kommt was auf uns zu ...... unbeschreiblich ..


    Kannst du auch mal sagen wieso ? ich meine Anfang der 90er war kaschgar zwar auch schon eine Großstadt, aber wohl immer noch mit Altstadt Markt etc. In den letzten Jahren werden nach meiner Info vermehrt Chinesen von der Regierung nach Kaschgar umgesiedelt, wo ja eigentlich die Mehrheit der Bevölkerung uigurisch und islamisch geprägt. Auch wird wohl die Altstadt platt gemacht und es wird massiv neu gebaut und modernisiert.


    Soll wohl die westlichste (geografisch) Supermetropole Chinas werden, gelegen an der Seidenstrasse.


    Hast du noch was anderes beobachten können ?

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Restoration Continues
    at Cigar Lake Mine,
    Deadline Delayed
    Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï Ï
    Cameco Corporation is continuing its restoration work at the Cigar Lake
    uranium mine, after an October 2006 incident flooded underground development of the northern Saskatchewan mining project.
    Cameco reported on January 25 that the first phase of the
    remediation plan is under way. It involves drilling holes down to the
    source of the inflow and to a nearby tunnel where reinforcement
    may be needed, pumping concrete through the drill holes, sealing off
    the inflow with grout and drilling dewatering holes. Six of the 14
    drill holes planned for reinforcing and sealing off the water inflow
    area are now complete. Cameco expects to complete the work
    necessary to seal off the water inflow in the second quarter of
    2007, a company statement said. Subsequent phases include
    dewatering the mine, ground freezing in the area of the inflow,
    restoring underground areas, and resumption of mine development.
    Regulatory approval is required for each phase of the remediation plan.
    In addition, Cameco is preparing a technical report for Cigar Lake to
    meet requirements under National Instrument 43-101 of the Canadian
    Securities Administrators, which it expects to release in late March 2007.
    The company had previously planned to provide preliminary capital cost
    estimates and timelines for the remediation in February 2007.
    However, the information will now be available in late March 2007 in
    order to incorporate the more detailed information compiled in the
    technical report.

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Soll jeder nach seinem moralischen Empfinden investieren!
    Das ist hier der Uran Thread und kein Umweltschutzforum.


    Mein Gott mich kotzt die verdammte Atomheuchelei in D sowas von an. Die Welt lacht uns doch aus und reibt sich die Hände .. ein Energieabhängiger mehr, bravo. Freie Energie nach Tesla bleibt unter Verschluss, also wo sind die zeitnahen Alternativen zu Energie aus Kohle, Uran, Öl und Gas ? Zeitnah deßhalb, weil auf unserem Planeten bis zur Mitte dieses Jahrhunderts 9-10 Mrd Menschen ihre Energie wollen. Das kann man mit regenerativen Energien nicht abdecken, leider ist es so.

  • Gold und Silber... Informationen und Vermutungen I

    Zitat

    Original von LuckyFriday
    Single Malt kannst du doch jeden Tag öffnen! Kaufe am besten ein Fässchen oder ein halbes, dann musst du nur noch abfüllen. 8)
    Lass dir den Genuss nicht von Markteskapaden vergällen...


    Gruss,


    LF


    klar, nur ich hab hier einen Glenlivet 18J stehen auf den ich mich schon länger freue. Und da hab ich mir vor ner Woche gesagt den köfpst du wenn Gold die 650 gepackt hat. Deswegen ist die Pulle jetzt noch zu und im Glas ein Glenmorangie :D Cheers

  • Gold und Silber... Informationen und Vermutungen I

    Zitat

    Original von silverchiller
    COT Changes. The Tuesday 1/9 commitments of traders report (COT) shows that the large commercials (LCs) collective combined net short positions (LCNS) plunged by a staggering 30,773 contracts or 27% from 112,447 to 81,674 contracts net short (Wednesday 1/3 to Tuesday 1/9) while gold metal dipped $14.33 or 2.3% to $613.26 for the period. The last trade on the cash market Friday printed $626.65, a bump up of $13.39 after the COT cutoff. Gold posted a net gain of $21.17 for the calendar week with $14.78 of that coming in Friday’s gush higher.


    The big story this week is the very big reduction in large commercial net short positions. As of Tuesday the data show the large commercials reducing their collective net short exposure by the largest amount percentage wise (-27%) since August 30, 2005 (-28% Hurricane Katrina). http://www.resourceinvestor.com/pebble.asp?relid=28036


    Ich zitiere mich mal selbst.


    Für Silber stehen jedoch nach wie vor riesige short positions! Eine Erklärung für die schlechtere Performance.


    Die 650 ist nun durch ... jetzt wird´s interessant. Wenn alles glatt läuft mach ich heut Abend den Glenlivet 18J auf 8)

  • Juniors aus Kanada

    FT.TO
    positive BFS für das NICO gold-cobalt-bismuth project (Jan 16) http://biz.yahoo.com/cnw/070116/fortune_nico_study.html?.v=1
    3-4 mio oz gold
    dazu noch ein riesen Kohle deposit (Mount Klappan coal project)


    Noch ein review vom Oktober und seit dem ist der Kurs immer noch unten .. billig ;)


    Fortune Minerals Limited (FT C$2.32, TSX)
    Visit to the NICO project in the Northwest Territories—positive first steps seen; maintain
    Buy rating and C$9.37 target
    Michael Fowler (416) 867-3593 michael.fowler@vmd.desjardins.com
    Joanne van Ballegooie, Associate (416) 867-3765 joanne.vanballegooie@vmd.desjardins.com
    The Desjardins Takeaway
    We visited Fortune Minerals’ NICO project in the Northwest Territories last week. The company has intersected the ore zone at NICO
    in a drift as part of extracting a bulk sample. A wide zone of mineralization was found and is a positive first step in the development
    of the deposit. A feasibility study is expected in the next month, and a positive result could aid the stock price. Fortune has two large
    development assets and the stock price is very inexpensive compared with the net asset value of the company. Further
    development of these assets could give rise to share price increases. We maintain our Buy–Speculative rating and C$9.37 target price.
    Event
    On Wednesday October 11, we visited the NICO operations of Fortune Minerals, located in the Northwest Territories. The
    deposit is in the development phase with a feasibility study due in the next month. Currently, the company has sunk an
    800m ramp into the heart of the mineralization in order to take a 270t bulk sample. Drifting from the ramp has
    intersected about 20m of mineralization and Fortune Minerals has extracted most of the 270t bulk sample. The
    mineralization is a complex mixture of cobalt, bismuth and gold. The actual assays of the bulk sample are currently
    unknown and full analysis will not be obtained until April 2007. The aim of the bulk sample is to verify metallurgical
    recoveries on a large-scale sample. The data will essentially be an addendum to the final feasibility study.
    The deposit is likely to be mined by a combination of underground and open-pit methods. Fortune envisions that onethird
    of the mill feed will come from underground and the remainder from the open pit on a daily basis. The company
    is contemplating a 4,000tpd production rate and a 15-year mine life. The products produced will be gold doré (ie gold at
    site), a cobalt cathode, or possibly a concentrate and a bismuth concentrate. The company recently bought the Hemlo
    mill from Newmont Mining, and the mill will be relocated to the NICO project in probably 2008/2009. The purchase of
    the mill for C$3.3m will act as additional cost savings for the company.
    The location of the project is 160km northwest of Yellowknife. Although there is winter road access, the company is
    contemplating a new all-weather road planned in co-operation of the Tlicho (First Nation), Northwest Territories and
    Canadian governments. We viewed the proposed road site and were impressed that the road development would not
    be overly complicated. Power will be accessed from the Snare hydroelectric complex, located about 20km away.
    Although NICO is in a remote location, upgrades to the area’s infrastructure should not prove overly costly. In addition,
    the company appears to have a good relationship with the Tlicho (First Nation) people.
    After the feasibility study is delivered in the next month, the company will embark on environmental permitting, which
    should continue for most of 2007. Construction of the mine is slated for 2008/2009 and production in 2010.
    Implication
    What we saw was a positive first step for the NICO development as the company passes from development to
    production. Visually the rocks were mineralized over a significant interval. The assay results are still pending. As the
    company advances through to production, risk will be taken out of the project, thereby increasing the share price. The
    next event awaited is the feasibility study.
    In our valuation of Fortune, we have ascribed a C$1.64/share NAV for NICO, based on our own discounted cash flow
    analysis. This, of course, will be updated as the feasibility study is tabled. We have valued the Mount Klappan coal
    deposit (Fortune Minerals’ other main asset) at C$7.06/share. Our target for the company is based on the sum of these
    and other smaller assets.
    The stock is very undervalued based on the assets under management. As the company furthers these assets to
    production, we fully expect the share price to increase in the long run.
    Recommendation
    We maintain our Buy–Speculative rating and C$9.37 target.

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    The spot uranium market remains extremely quiet with no transactions and no new demand reported this week. Both buyers and sellers are grappling with the dramatic price increase witnessed in December. Buyers are finding it increasingly difficult to locate willing sellers, as sellers grow increasingly confident about continued price increases. One US utility awaits offers for 650 thousand pounds U3O8 contained in UF6 and 9 other buyers (6 utilities and 3 intermediaries) continue to seek offers for approximately 4.4 million pounds U3O8 equivalent. TradeTech’s Spot Price Indicator remains unchanged at $72.00 per pound U3O8.
    No transactions and no new demand are reported in the long-term
    uranium market. Fifteen buyers are actively evaluating or seeking
    offers totaling almost 54 million pounds U3O8 equivalent. A US utility,
    seeking 3.5 million pounds U3O8 equivalent for delivery in 2012-
    2016, is evaluating offers. A non-US utility, which received offers in
    December for over 10 million pounds U3O8 for delivery between
    2009 and 2018, is also evaluating offers. Another non-US utility is seeking over 1 million pounds U3O8 over a four-year period. One
    non-US utility continues to evaluate offers for 2.8 million pounds U3O8
    for delivery between 2009 and 2015.

  • Gold und Silber... Informationen und Vermutungen I

    Zitat

    Man sollte schon hart gesotten sein, wenn man mit all seinem Geld auf eine Assetklasse setzt!


    Nur die Harten überleben!
    Ausserdem kostet es genug Zeit mich täglich und umfassend mit meinem Rohstoffmarkt zu beschäftigen, da brauch ich nicht noch in anderen Branchen rumwühlen. Spezialisieren, statt diversifizieren!

  • 40-Meter-Yachten sind bereits Mittelmass

    Und die Männer sprachen zu Lot: Hast du hier noch einen Schwiegersohn und Söhne und Töchter und wer dir sonst angehört in der Stadt, den führe weg von dieser Stätte. Denn wir werden diese Stätte verderben, weil das Geschrei über sie groß ist vor dem HERRN; der hat uns gesandt, sie zu verderben. Da ging Lot hinaus und redete mit den Männern, die seine Töchter heiraten sollten: Macht euch auf und geht aus diesem Ort, denn der HERR wird diese Stadt verderben. Aber es war ihnen lächerlich.


    Au/Ag und der klare Blick auf das was geschieht, beides ist ihnen lächerlich!

  • gold anlage von mdm

    Zitat

    Original von Goldfüchsle
    Dann schon eher der 1/20 ML für 23,51 Euronen .
    Das sind dann 470,20 pro Unze :P :P :P
    Wenn Du den noch bekommst ?( :D


    Auf die Dinger wart ich schon seit November


    vielen Dank für Ihre Nachricht.

    Die bestellen Münzen haben wir zur Zeit leider nicht im Haus. Wir werden Sie beliefern, sobald es uns möglich ist und bitten Sie noch um etwas Geduld.