Beiträge von dau2006

    Nochmals vielen Dank.


    Die Frage ist halt nur, ob der POG in den nächsten Wochen/Monaten tatsächlich Richtung 800+ ausbricht.


    Der Omegawert ist übrigens 8 lt. dem von dir verlinkten Warrant-Analyzer. Wäre dann ja doch ein Hebel von 8. Wobei bei Leverage 15 steht. War bisher der Meinung, dass Leverage den Hebel angibt.


    Gruß


    der DAU

    Vielen Dank.


    Wenn der Goldpreis aber 10 % fallen würde, wäre das doch ein Totalverlust, würde ich "verkaufen", oder? Muss ich dann noch was nachzahlen, oder kann ich ganz einfach warten, bis der POG wieder nach oben dreht und wäre der Wert bis dahin ganz einfach 0?


    Gruß


    der DAU

    Bei dem von dir genannten Zerti, gibt es da kein Knock-Out?


    Warum nicht? Wo ist dann hier das Risiko? Nur, dass der POG fallen könnte?


    Bitte um kurze Erklärung, da ich Zerti-technisch leider absolut keine Ahnung habe.


    Gruß


    der DAU

    Vielleicht wartet man auch das shareholder meeting am 5. September ab?


    Hier noch ein paar Kommentare diesbezüglich aus dem EAS-Thread bei smartinvestment.ca von coach247 der hier schon seit etlichen Jahren investiert ist.


    Posted: Fri Jul 27, 2007 6:20 pm Post subject: Reply with quote


    EAS has been a sleeper for several years but I think that episode is now officially over. This news is fantastic for shareholders. The deal to sell just one property has generated more cash than the entire company is worth at the current market price. I expect once the stock resumes trading on Monday, that will change very quickly. In fact, I think anyone that hits a market buy order on Monday at the open will do very well based on the closing price next week. That is about as close to a buy recco as I will ever issue on this site. And for personal disclosure, I own 17,000 shares of EAS and I am going to sell just 2000 shares @ $2.49 to clear up some margin availability and I will let the rest ride.


    The deal was closed with a private uranium company, Areva. I used to work with one of their subsidiaries, Cogema, in Saskatchewan. It is great to have a partnership with a legitmate senior uranium player like Areva, and the terms of the transaction require that any uranium production from the other projects controlled by EAS will be offerred to the market through Areva first. Think about that... It means that Areva is very confident that these other projects will some day be producers. I will not be surprised to see Cogema become a player in this arrangement sometime in the future.


    Also, the transaction of $83 million for a property that has no documented compliant uranium resource should put some kind of value on the other projects that EAS controls. I suspect that the intrinsic value of the suite of properties will go up pretty quick now.


    The deal has put a huge dividend on the table for shareholders. I thinkthe dividend is only payable to issued and outstanding shares, and that maybe amounts to 45 million shares in total. If 85% of $83 million is approved for payout, that would work out to around $70 million, and about $1.50 per share. Anyone want to guess where the price of EAS stock is going when it resumes trading?


    After the dividend payout, EAS will still be one of the better capitalized juniors on the Venture, with about $15 million in the treasury to fund aggressive exploration work on the other projects. So there will be some upside built into the equation just on the news flow that we can look forward to in the months ahead. Keep in mind that several of the copper prospects have enourmous intervals of high grade copper that have already been documented and remain open for further expansion.


    I am excited as hell about this. What a great way to finish off a shitty week on the markets. I cant wait for Monday.


    cheers!


    mike



    Posted: Mon Jul 30, 2007 11:38 am Post subject: Reply with quote


    I am disgusted by the market reaction to the news today, as I expected much more. The problem is that one house is dumping a huge amount of paper into the market through Anonomous, now a net seller of more than 200,000 shares on the day. Haywood was the broker involved in the financing a couple years ago, and they pulled off a cross of more than 120,000 shares earlier in the day as well. I think we are going to see more than 1 million shares change hands, but it appears that the overhang of institutional paper is going to keep this one locked down.


    I noticed earlier in the month that big blocks of shares were showing up to hold the stock down. I have no explanation to offer why a house would dump so much paper to keep a stock from rising. Some may suggest they are just selling on the news, but then why not sell your paper in small lots at higher prices to realize a bigger gain? This is being done with a purpose, and perhaps some of the houses that are doing the most buying are also selling under Anonomous to cap it in a cheap range.


    What will have to happen to get the market excited is a NR that states: Hey YOU MORONS! We are giving you a dividend that is worth more than the entire market cap of the company!


    Absolutely mind boggling that we can get news like this transaction and not see the stock make significant gains.


    cheers!


    mike



    PostPosted: Mon Jul 30, 2007 12:50 pm Post subject: Reply with quote


    I see another 15,000 shares dumped by Anonomous in just the last 20 minutes of trading, but EAS is now back above $2 so maybe the light is going on.


    And I am not sure that insiders will cash in long term options to grab a quick dividend payout, but for sure some of that cheap paper will come into the equation. Also, the net tax issue will take some of the total available for the dividend payout off the table. Valid points to consider. Nonetheless, the value of the dividend will certainly justify a big mark-up to the current trading range, and therefore I do think EAS is a buy here. I may just grab a few more myself. It will probably take a clear NR from the company to declare the total dividend and issue date in order for this stock to make the big move. We went through this before with CS last year...


    cheers!


    mike

    Hi Leute!


    Kennt vielleicht irgendjemand von euch diese Company? Die Meldung ist zwar schon zwei Wochen alt, aber das liest sich doch ausgesprochen vielversprechend an.


    Wollen eine ihrer properties für 83 Mio CAD verkaufen, bei einer derzeitigen MK von fully dilluted 108,878 Mio CAD (bei einem Aktienkurs von derzeit 2,02 CAD).


    Von diesen 83 Mio CAD wollen sie 85 % als einmalige Dividende ausschütten. Wenn man annimmt, dass die Dividende nur an die "issued and outstanding" Aktien ausbezahlt wird, dann würde das bei ca. 45 Mio Aktien 1,50 CAD pro Aktie bedeuten.


    Ist mir absolut unerklärlich, warum der Kurs nicht viel stärker gestiegen ist.


    Angenommen es werden pro Aktie "nur" 1 CAD ausbezahlt, wären das immer noch 50 % des derzeitigen Kurs.


    Da muss doch was faul sein, sonst könnte man hier ohne nachzudenken und ohne Risiko mal 50 % mitnehmen.


    July 27, 2007


    East Asia Minerals Signs Agreement With CFMM (A Subsidiary Of Areva NC) To Sell Mongolia Ooshiin Govi Uranium Property For CAD$83Million


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


    For Immediate release, July 27, 2007 TSXV: EAS


    VANCOUVER, B.C. -- Friday, July 27, 2007 -- East Asia Minerals Corporation (TSXV-EAS) is pleased to announce it has signed an agreement to sell the Ooshiin Govi uranium property to Compagnie Française de Mines et Metaux ("CFMM", a subsidiary of Areva NC) for a cash payment of CAD$83 million. This will be facilitated through the sale of its wholly owned Mongolia subsidiary, EAM Energy LLC (EAME). The transaction, which is subject to shareholder approval, will also include the Bayan Uul, Elgenii, Ikh Khet and Airag-1 uranium tenements (together with Ooshiin Govi forming the "Assets"). Details of the properties can be found on the East Asia web site at http://www.EAminerals.com and in previous news releases. In connection with the offer, certain shareholders including directors and officers of East Asia have entered into irrevocable lockup agreements with CFMM pursuant to which they have agreed to vote all of their East Asia shares in favour of the offer, representing approximately 43.8 per cent of the issued and outstanding East Asia shares, subject to certain exceptions.


    The proposed transaction with CFMM has the full support of the Company's board of directors and management team, who recommend that the East Asia Mineral's shareholders vote in favor of the assets sale. Should shareholder approval be forthcoming, it is the Company's intention to dividend out at least 85% of the after-tax proceeds of sale to registered shareholders of East Asia. The final calculated dividend will be subject to the extent to which presently outstanding dilutives are exercised, net corporate tax considerations and the Board of Directors' determination of the Company's future capital requirements. A shareholders meeting to vote on this transaction is scheduled for September 5, 2007.


    "The Company views CFMM's proposed purchase of the Ooshiin Govi tenements, for more than the current market capitalization of East Asia Minerals Corporation, as absolute validation of East Asia's ability to capture opportunities and maximize shareholder value" stated Michael Hawkins, East Asia Minerals' President. "The preliminary nature of Ooshiin Govi, coupled with results from recent drilling, more appropriately suits the time horizon, risk tolerance and resources of a senior producer, such as Areva. We believe that the proposed transaction provides an optimal return of value to the shareholders, and the opportunity to continue receiving value through a strong acquisition and exploration strategy. We also believe that a purchase of this magnitude, by one of the world's leading uranium companies, supports the Company's positive assessment of its remaining uranium portfolio, which includes the Ingiin-Nars, Ulaan Nuur, and Enger properties. The first two of these properties possess historical resources, and Enger returned very strong drill results from our exploration program last year. Hence we consider them to be exceptionally strong assets with which to continue the Company's uranium strategy."


    Haywood Securities Inc. is acting as financial adviser to East Asia and Gowling Lafleur Henderson LLP is its legal adviser. The financial adviser to CFMM is RBC Capital Markets Inc. and legal advisor is Blake, Cassels & Graydon LLP.


    Retained Mongolian Uranium Assets


    The Mongolia uranium assets retained by East Asia will be drilled later this summer, commencing at the Company's 100% owned Ingiin-Nars property (July 3, 2007 news release). The Ingiin-Nars Deposit lies south of and continues northeast into the East Asia property, and contains a Soviet-era, P1 category drilled resource of approximately 1,000 tonnes (2.2 million pounds) of contained uranium. The grade averages 0.042% U, at a cut off grade of 0.02% U, representing a deposit of approximately 2.4 million tonnes. The average grade of non-category drill intercepts is 0.052% U. The Ingiin-Nars Deposit continues northeast into the East Asia property where it remains open along strike. East Asia drilling will be designed to quantify the portion of the Deposit that lies within the Company's property, and to determine the full extent of the strike distance. Additionally, the mineralization remains open to the immediate northeast of the drilled resources where Soviet-era data suggests the presence of another mineralized body that may be as large, or larger, than the drilled Ingiin-Nars Deposit.


    East Asia owns 100% of the Ulaan Nuur property (May 3, 2007 news release), a partially defined, potentially significant deposit of stratiform sandstone-hosted uranium mineralization. Limited drilling during the Soviet era outlined mineralization ranging in thickness from 0.1 to 3.5 metres and grading between 0.03% and 0.184% U. The mineralization was not fully defined nor closed off. The Soviets calculated a projected resource (P2 category) of 10,000 tonnes (22 million pounds) of contained uranium for the Ulaan Nuur deposit. This data indicates an average grade of 0.049% U, representing a deposit of approximately 20 million tonnes. The historic data also provides evidence that the Project contains a potential ISL (in situ leach) environment.


    The Company's 100% owned Enger property (June 26 and July 6, 2006 news releases) includes a number of uranium mineralized zones that were identified from Soviet information and range in thickness from 1.7 to 6 metres, and grade from 0.056% to 0.19% U3O8 (high of 0.65m of 0.549% U3O8). Results from the 2006 East Asia drill program significantly improved on grades and widths of the mineralization reported by the Soviets. Intercepts included 2.5 metres of 0.410% U3O8 metres in hole ENDD003, 2.5 metres of 0.232% U3O8 in hole ENDD002, 1.0 metre of 0.086 U3O8 in hole ENDD004, and 13.5 metres of 0.108% U3O8 in hole ENDD005. The mineralization was not closed off. As part of the proposed transaction Areva has been granted the metal marketing rights of both the Enger and Ulaan Nuur projects.


    Indonesian Exploration Update


    In Indonesia, the company continues to move ahead with the exploration of its highly prospective copper-gold portfolio. Drilling will commence later this summer at the Sangihe property where historic work resulted in several significant drill intercepts including 91.3 metres starting at 29 metres with 2.45g/t gold, 0.42% copper and 12.0g/t silver, and trench results of up to 34.8g/t gold over 14 metres (July 17, 2007 news release).


    Lionel Martin, P.Geo, the designated QP within the meaning of 43-101, has reviewed and approves the content of this release. EAS has not verified the classification of the historic resource references and is not treating them as NI 43-101 defined resources verified by a QP. Although the historical references of resource potential are relevant to recognizing the potential of the Ingiin-Nars and Ulaan Nuur Properties, they should not be relied upon.


    About East Asia Minerals Corporation
    East Asia Minerals is an Asian-based, Canadian mineral exploration company with uranium, gold and copper assets in Mongolia and Indonesia. The Company owns seven uranium properties, highlighted by the Ooshiin Govi tenements, and a 75% interest in the Khok Adar copper oxide discovery, in Mongolia. In Indonesia, it has a 70 to 85% interest in five advanced gold and gold-copper projects located in Aceh Province in Sumatra and North Sulawesi. East Asia currently has 43,661,912 shares outstanding. Its shares are listed for trading on the TSX Venture Exchange under the symbol "EAS".


    Forward Looking Statements - This News Release contains forward looking information within the meaning of the Ontario Securities Act and the Alberta Securities Act, which involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Forward-looking statements are subject to a variety of risks and uncertainties which could cause actual events or results to differ from those reflected in the forward-looking statements, including, without limitation, risks and uncertainties relating to the interpretation of drill results and the estimation of mineral resources and reserves, the geology, grade and continuity of mineral deposits, the possibility that future exploration, development or mining results will not be consistent with our expectations, metal recoveries, accidents, equipment breakdowns, title matters and surface access, labour disputes or other unanticipated difficulties with or interruptions in production, the potential for delays in exploration or development activities or the completion of new or updated feasibility studies, the inherent uncertainty of production and cost estimates and the potential for unexpected costs and expenses, commodity price fluctuations (including uranium, fuel, steel and construction items), currency fluctuations, failure to obtain adequate financing on a timely basis and other risks and uncertainties. Should one or more of these risks and uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in forward-looking statements. Accordingly, readers are advised not to place undue reliance on forward-looking statements. The words anticipate, believe, estimate and expect and similar expressions, as they relate to us or our management, are intended to identify forward looking statements relating to the business and affairs of the Company. Except as required under applicable securities legislation, we undertake no obligation to publicly update or revise forward-looking statements, whether as a result of new information, future events or otherwise.


    To receive or stop receiving EAS news via email, please email Info@EAminerals.com and state your preference in the subject line.
    The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.


    -30-


    FOR FURTHER INFORMATION, visit the Company's website at http://www.EAminerals.com, or contact:


    Michael Hawkins, President
    Vancouver
    T: +1-778-997-2183
    E: Hawkins@EAminerals.com


    Nick Kohlmann, Corporate Communications
    Toronto
    T: +1-416-792-8734
    E: Kohlmann@EAminerals.com

    Ist schon sehr offensichtlich, wie der HUI die letzten beiden Handelstage jeweils in den ersten Minuten gehämmert wurde.


    HUI hat eh schon wieder gedreht, u. der DOW macht sich auf zu neuen (Intraday)Höhen.


    Hoffen wir mal, dass du recht behältst. Der POG hält sich ja wirklich erstaunlich. Aber entweder hat der HUI Aufholbedarf oder der POG Abgabebedarf. Kann mich nur leider nicht erinnern, dass sich in den letzten 15 Monaten eine derartige Situation auch nur ein einziges Mal durch ein Aufholen des HUIs bereinigt hat


    Gruß


    der DAU

    @ Lady


    Das halte ich für absoluten Quatsch. Wer im 2. Halbjahr 2005 + 1. Halbjahr 2006 investiert war, hat innerhalb von 12 Monaten jede Menge FIAT-Money verdient. Wer in den letzten 15 Monaten permanent long war nicht.


    Wenn die nächste Aufwärtsbewegung, ähnlich jener in 2005/2006, kommt wird man wohl wieder in relativ kurzer Zeit relativ große Steigerungen sehen.


    Nur wann kommt dieser Anstieg? 2007? 2008? 2009? 2010? 2011? 2012?


    Schreibt doch jeder was anderes u. solange sämtliche logischen Korelationen mittels Manipulationen ausser Kraft gesetzt werden, kann man doch sowieso nichts vorhersagen.


    Also nochmal 15 Monate warte ich sicher nicht, bis dann VIELLEICHT einmal der Goldpreis für ein paar Monate nicht manipuliert wird.


    Gruß


    der DAU

    @ Silverchiller


    Nein, will ich absolut nicht. Ca. 30 % meiner Aktien sind fürs 1. Mal weg. Weitere Vorgehensweise entscheide ich nächste Woche. Ich kann keinerlei Anzeichen für ein nahes Ende der Konsolidierung sehen, ganz im Gegenteil.


    Hab auch nix davon wenn der POG alleine steigt.


    Gruß


    der DAU

    Hab wie angekündigt heute begonnen meine Aktien Stück für Stück zu verkaufen.


    Dann kann es ja spätestens ab nächster Woche so richtig UP gehen! ;)


    Mir reicht es trotzdem.


    Möglicherweise geh ich einfach nur mehr gehebelt im HUI long, erscheint mir aussichtsreicher als mit einem Dutzend Aktien herum zu jonglieren. Kennt hier vielleicht jemand einen liquiden Call auf den HUI so mit Hebel 5?


    Gruß


    der DAU

    Also bei mir scheint sich 2006 zu wiederholen. Noch ein paar so Tage wie der gestrige und mein Depot ist wieder annähernd so stark im Minus wie vor 1 Jahr. Ein Jahr und absolut nichts ist weitergegangen. Ich denke, ich werde es in Kürze gut sein lassen.


    Wenn es nicht sein soll, soll es nicht sein. Ich werde sicher nicht warten, bis mein Depot wieder 50 % im Minus ist, damit es dann am Jahresende vielleicht gerade wieder +/- 0 ist, mit viel Glück.


    Ende Februar hätte ich alles verkaufen sollen, aber wer weiss das schon. Ich zumindest nicht. Bin zumindest zur Erkenntnis gekommen, dass für mich an der Börse nichts zu holen ist.


    War zumindest eine Erfahrung.


    Gruß


    der DAU


    PS.: werd wohl einen Teil des Geldes in Gold u. Silbermünzen stecken, aber keine Aktien mehr, das ist mir einfach zu blöd

    @ Uri Geller


    kann ich vollkommen nachvollziehen, würde aber gerne meine Kaufkraft prozentuell stärker steigern als es durch das Kaufen/Halten von physischem Gold/Silber meiner Meinung nach möglich ist. Hab auch schon mehrmals überlegt alle Aktien zu verkaufen u. nur physisch Gold u. Silber zu kaufen, das ärgern würde dann in jedem Fall wegfallen.


    Vielleicht ist das auch die beste Variante u. würde das eine oder andere Häuschen in ein paar Jahren bedeuten. Andererseits was, wenn Gold vom jetzigen Niveau zB um den Faktor 3-4, Silber um den Faktor 5-10, Juniorproduzenten bzw. aussichtsreiche Explorer aber im selben Zeitraum den Faktor 10-20 zulegen können u. dieser Wertzuwachs zu einem Großteil auch real (inflationsbereinigt) vorhanden ist?


    Im Prinzip kann mir heute sowieso niemand sagen, ob ich in einigen Jahren um 5, 10, 50 oder 100 Unzen Gold eine ansehnliche Immobilie kaufen kann, oder in Euro gerechnet um 50.000, 100.000, 500.000 oder 1.000.000 (oder noch weit mehr). Fakt ist ich kann es mir heute bei weitem nicht leisten, weder in Gold noch in Euro.


    Es ist aber das Einzige worum es mir geht. Wobei ich stark daran zweifle, dass es mir jemals gelingen wird, egal ob mit Aktien oder physisch Gold/Silber.


    Gruß


    der DAU

    Juhu, endlich wieder so tief im Minus mit meinem Depot wie seit Ende 2006 nicht mehr. Ist doch schön wenn man sieht das was weitergeht und man in seinen Entscheidungen bestätigt wird. X(


    Naja, hab mein Depot eh schon vor langem abgeschrieben, soll kommen was will. Geht es halt wieder 50 % ins Minus. Ich verkauf nix, weil es mir einfach zu deppert ist und immer wenn ich verkauf, es danach wieder nach oben geht. X(


    Und wenn ich euch damit alle ruiniere. ?(


    @ Eldo


    neue Taktik kann ich nicht wirklich erkennen beim PPT, es ist der gleiche Scheiss, immer und immer wieder die letzten 15 Monate. Innerhalb von 50 Stunden von 688 unter 660, so schnell beendet man einen Anstieg und es wird wieder zig Wochen wenn nicht Monate brauchen bis wir wieder dort stehen. Ich seh kein Zeitfenster das kleiner wird.


    Gruß


    der DAU