Beiträge von ADERA

  • Minefinders Corporation Ltd./ MFL

    Ab einem Preis von 462$ beim Gold, und 7,50$ beim Silber, soll Minefinders profitabel sein.


    Gefördert sollen pro Jahr, 120.000 Unzen Gold und 4,4 Mio.Unzen Silber


    Das wären aktuell Gewinne:


    Akt.Goldpreis 765$-462= 303$ * 120.000 Unzen = 36,36 Mio.$
    Akt.Silberpreis 13,50$-7,50$= 6,00$ * 4,4 Mio.Unzen = 26,40 Mio.$


    Sind zusammen 62,76 Mio.$ Gewinn - 25% Steuern = 47,07 Mio.$


    Ergeben 0,78 Gewinn pro Aktie bei 60 Mio.Aktien!


    Aktienkurs 12$ / Gewinn pro Aktie von 0,78 = 15,38 KGV


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


    realistische Preise:


    Goldpreis 850$-462= 388$ * 120.000 Unzen = 46,56 Mio.$
    Silberpreis 20$-7,50$= 12,50$ * 4,4 Mio.Unzen = 55,00 Mio.$


    Sind zusammen 101,56 Mio.$ Gewinn - 25% Steuern = 76,17 Mio.$


    Ergeben 1,27 Gewinn pro Aktie bei 60 Mio.Aktien!


    Aktienkurs 12$ / Gewinn pro Aktie von 1,27 = 9,45 KGV


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


    Nimmt man deutlich höhere Preise an, dann sieht das wie folgt aus:


    Goldpreis 1000$-462= 538$ * 120.000 Unzen = 64,56 Mio.$
    Silberpreis 30$-7,50$= 22,50$ * 4,4 Mio.Unzen = 99,00 Mio.$


    Sind zusammen 163 Mio.$ Gewinn - 25% Steuern = 122,25 Mio.$


    Ergeben 2,04 Gewinn pro Aktie bei 60 Mio.Aktien!


    Aktienkurs 12$ / Gewinn pro Aktie von 2,04 = 5,88 KGV



    Ich habe vielleicht etwas zu konservativ gerechnet. Aber lieber so, als zu spekulativ! Dazu hat MFN einen großen Cashberg und wie gesagt keine Schulden. Sehr solider Wert mit starker Übernahmephantasie! Müßte eigentlich für jede größere Bude interessant sein.


    LG
    ADERA

  • Minefinders Corporation Ltd./ MFL

    Ein Haken sehe ich nicht!


    Finde MFN sehr interessant. Hat sehr hohe Reserven/Ressourcen.
    Dazu keine Schulden. Projekt ist finanzert. Eine weitere Verwässerung ist also nicht mehr geplant. Mit den ersten Erträgen aus "Dolores" können Explorationsprojekte weiter voran getrieben werden.


    Bei einem Goldpreis von 462 USD und Silber bei 7,50 USD ist "Dolores"
    Minefinders plant in dem Projekt eine jährliche Produktion von 120.000 Unzen
    Gold und 4,4 Mio. Unzen Silber über einen Zeitraum von 12 Jahren.


    LG
    ADERA

  • Mines Management Inc./ MGN (AMEX)

    Montanore


    [Blockierte Grafik: http://www.minesmanagement.com/images/photos/mine_site_aug07_sm.jpg]
    [Blockierte Grafik: http://www.minesmanagement.com/images/photos/montanore_portal_site_aug07_sm.jpg]
    [Blockierte Grafik: http://www.minesmanagement.com/images/photos/water_management_building_aug07_sm.jpg]
    [Blockierte Grafik: http://www.minesmanagement.com/images/photos/32_s.jpg]
    [Blockierte Grafik: http://www.minesmanagement.com/images/photos/33_s.jpg]

  • Golden Minerals / AUM (TSX)

    The management of Apex Silver strongly believes that in order to achieve success in developing a new project, a mining company must secure strong support from the local community. This support is best earned through a focused and long-term corporate commitment that produces measurable improvement in the social and economic well-being of the community members.


    To put this strategy into action, Apex Silver has formed the San Cristobal Foundation. This foundation along with the Andean Development Bank, Rural Employment Authority, Vice Ministry of Tourism and members of the local community have undertaken a number of projects including:


    • Promotion and funding for sustainable commercial enterprises
    • Improvement of roads and infrastructure
    • Promotion of traditional values
    • Training and education
    • Support of local tourism industry
    • Waste management
    • Development and installation of new signage


    [Blockierte Grafik: http://www.apexsilver.com/images/ComputerClass.jpg]


    The initiatives undertaken by the Foundation have produced tangible results. A new privately-run hotel-restaurant called Mongo’s is in business welcoming visitors from all over the world. A Bike-Tour operator called Llama-Mama is conducting almost daily bicycle trips around local points of interest. To make these trips accessible to bicycle riders of various levels, Llama-Mama constantly builds new roads with the help of workers from local communities. A local school has a number of computers that enhance a multitude of study programs for children of San Cristobal. A greenhouse facility grows vegetables for local commercial consumption. The activities undertaken by the Foundation are far-reaching and multi-faceted.


    The San Cristobal Foundation is only one of several community projects instigated by Apex Silver in partnership with other organizations. Development of model towns such as Culpina K, Villa Villa, and Villa Alota have a shared effort between the company and a multilateral funding agency. The towns have benefited from direct investment in infrastructure improvements, promotion of local traditions and culture, tourism, training and education.


    Apex Silver first developed its strong relationship with the local community when, in order to facilitate the community's long standing desire to relocate, the company undertook to move the entire community of San Cristobal, including relocating its sixteenth century church and local cemetery, to a new nearby location. The project of moving the community to a new village, overseen by a group of archeologists, historians, members of the local community and company representatives, went without a glitch. The church was not only moved to a new site with some of its original materials, the interior was painstakingly and carefully removed and restored to its former glory. Even the cemetery was moved under the supervision of the local elders. The villagers welcomed newer larger houses and a new more modern school. Thus was established the enduring trust between Apex Silver and the local community.


    The efforts made by Apex Silver have far-reaching goals aimed at ensuring that the San Cristobal community can sustain itself beyond and outside of mining. This strategy, called sustainable development, is not new. It is traditionally implemented by responsible mining companies in preparation for future closure of their mines when their reserves have been mined out. What is new in the case of Apex Silver is the approach of starting sustainable development in advance of commencing operations. This approach, now commonly called the “San Cristobal Model”, has raised the standard for community involvement to a new level for the entire mining industry. The San Cristobal Model has become uniformly respected and widely recognized. For example, on July 5, 2004, the Latin American Mining Organization (OLAMI) awarded Minera San Cristobal S.A., Apex Silver’s Bolivian subsidiary, a Special Honorable Mention for Excellence in Social Management. This award was made in recognition of Minera San Cristobal’s sustainable development programs in the Province of Nor Lípez, Department of Potosí.

  • Minefinders Corporation Ltd./ MFL

    MFN: Beacon Rock Starts @ Buy; Sets Tgt @ $20; Analyst Notes

    Monday , October 15, 2007 08:18ET

    Issuer: Minefinders Corporation Ltd (AMEX: MFN)


    Analyst Firm: Beacon Rock Research LLC


    Ratings Action: INITIATE


    Current Rating: Buy


    Target Price Action: INITIATE
    Target Price: $20.00


    Analyst Comments: Minefinders should soon be initiating production of gold and silver at its Dolores Project, near Chihuahua, Mexico. The firm notes that Minefinders is unhedged and exposed to increases in metal prices. They believe the Dolores project is well conceived and has good likelihood of reaching full production by mid-2008.

  • Golden Minerals / AUM (TSX)

    Apex sieht weiter Klasse aus!


    Wichtig wird ein durchbrechen vom Bereich 21-22$. Darüber sind dann sehr schnell Kurse von 26-28$ drin. Man berücksichtige weiterhin die hohe Shortposition. Ich gehe nach wie vor davon aus, dass diese noch bei 7-7,5 Mio.Aktien liegt.

  • Golden Minerals / AUM (TSX)

    Über 20$ wird es lustig werden bei 8,2 Mio.Aktien auf der Shortseite!


    Lustig vor allem, bei aktuellem Handelsvolumen von um die 250.000 Aktien!
    Selbst dieses kleine Handelsvolumen hat die Aktie an die 20$ gebracht. Bei diesem Handelsvolumen bräuchte man 33 Handelstage(!) um die gesamten geshorteten Aktien einzudecken! :eek:
    Das wird natürlich so nicht passieren, es zeigt aber das Pulverfass...................


    Ich gehe davon aus, dass das Handelsvolumen durch Shorteindeckungen deutlich zunehmen wird und die Aktie Richtung 22$ treiben wird. Dort könnte es nochmal einen Rücksetzer bis etwas oberhalb der 20$ geben und dann könnte ein stärkerer Short Squeeze Apex bis auf 28$ treiben, wenn die 22$ überwunden werden.


    Solange die hohe Shortposition besteht, ist das Risiko in meinen Auge sehr begrenzt.


    LG
    ADERA

  • Sterling Mining Company

    WALLACE, IDAHO -- (MARKET WIRE) -- 09/28/07 -- Sterling Mining Company (OTCBB: SRLM)(FRANKFURT: SMX) announces that further to the conditional approval of the Toronto Stock Exchange ("TSX") to list its common shares (see press release dated August 2, 2007), the Company has now satisfied all conditions of the TSX, such that the common shares of Sterling will commence trading on October 2, 2007 under the symbol "SMQ".


    Ray de Motte, President of Sterling said: "The listing of Sterling on the TSX is a major step forward in the development of, and for the Company, its employees and shareholders, and will allow Sterling to showcase our company, the work that we have done and are continuing at the Sunshine Mine with trading facilitated on a major global stock exchange. This additional exposure to capital markets and new investors will be of major benefit, and we are very pleased at having attained this status. We would like to thank all our shareholders for their continuing support of Sterling."


    About Sterling Mining Company


    Sterling Mining controls the Sunshine Mine, currently forecasted to begin production in December 2007, and related exploration lands in the prolific Silver Valley of northern Idaho. The Company also holds several silver properties in Mexico, including the Barones Tailings Project in the Zacatecas Silver District. Shares of Sterling Mining Company trade on the OTC Bulletin Board under the symbol "SRLM" and also on the Frankfurt Stock Exchange under the trading symbol "SMX".


    To receive Sterling news via email, please email julia@chfir.com and specify "SRLM news" in the subject line.


    Cautionary Language and Forward Looking Statements


    This press release may contain "forward-looking statements", which are subject to various risks and uncertainties that could cause actual results and future events to differ materially from those expressed or implied by such statements. Investors are cautioned that such statements are not guarantees of future performance and results. Risks and uncertainties about the Company's business are more fully discussed in the Company's disclosure documents filed from time to time with the Canadian securities authorities.


    This press release does not constitute an offer to sell or a solicitation to buy securities, and contains forward-looking statements regarding the Company within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. These statements are based on assumptions that the Company believes are reasonable but that are subject to uncertainties and business risks. Actual results relating to any and all of these subjects may differ materially from expected results. Along with additional underground rehabilitation and restoration of site facilities, the timetable for the continuing work program anticipates production beginning in December 2007. If we are able to stay on schedule with the mine work and obtain the funding, equipment, and qualified operations personnel as needed for the work program, we believe production by December is doable. Factors that could cause results to differ materially include economic and political events, the ability to raise capital in the financial markets, and other factors discussed in the Company's periodic filings with the Securities and Exchange Commission, including its annual report on Form 10-K for the year ended December 31, 2006 and subsequent 10-Q and 8-K filings.

  • Gold und Silber... Informationen und Vermutungen I

    @dau


    ich denke auch,du bist etwas ungeduldig und läßt dich gleich von einer normalen und gesunden korrektur aus der ruhe bringen. und ob nun das fällt, das andere weniger und umgekehrt s doch völlig. wenn man alles berechnen könnte, dann bräuchte man keine börse mehr. der hui mußte auf jeden fall korrigieren. nur gesund. er wird gold dann sicherlich outperformen, weil die minen dann wie so oft vorweg laufen.


    @eldo
    was hälst du für 2008 realistisch bei HUI, POS und POG?


    LG
    ADERA