zwyss
Hast einen guten Geschmack 
Yale kommt gut voran, das sollte eine Erfogsstory werden.
Deine Auswahl an Silberlingen ist exzellent, dem kann ich kaum noch was hinzufügen. Vielleicht noch SEG.TO. Oder auch RCT.V, wobei kein reiner Silberling ist, da ziemlich goldlastig.
VG heron
Geoinformatics Exploration / GXL.V hat sich bemerkenswert in letzter Zeit entwickelt. Hier zwei Artikel:
Alaskajournal: Mineral exploration activity increases near Rainy Pass
Minesite: Geoinformatics Claims Success As Proxy Exploration Arm For Other Companies. by Charles Wyatt
When the prolific Red Lake mine ceased production for a few years as a result of a strike, Goldcorp’s chief executive Rod McEwen had time to reassess the potential of the mine. He decided to release the entire geological database of the company onto the internet, challenging anyone to come up with answers as to where more gold lay in the area. It attracted a lot of attention, various theories were put to the test in 2001, and two new intriguing target areas were confirmed by drilling. Whether or not these were a direct result of the challenge has never been confirmed, but what is known is that Dr Nick Archibald and his company Fractal Graphics won the prize and were catapulted into the headlines in Canada.
At the time Fractal was operating as an independent geological consultancy specialising in three dimensional modeling, structural mapping and software development. The following year Fractal divided into two parts, with Fractal Technologies continuing the software development, while the geological consultants became an exploration company called Geoinformatics Exploration.
It was this company that listed in Toronto a couple of years ago via a reverse and it was Nick Archibald, chief executive, and Kevin Snook, chairman, who gave a presentation on the company and its potential to a select band of investors in London on 13th February. A point made at the outset was that the mining industry has not had a great record of success in exploration in recent years and one reason for this is lack of collaboration. Geoinformatics , which has no interest in ever becoming involved in the development of a mine, has therefore formed partnerships with a number of companies, from majors to minors, to ensure a pipeline of quality projects.
The biggest of these partnerships is the Master Strategic Alliance Agreement signed with Rio Tinto’s Canadian subsidiary Kennecott in August 2006. The geographical areas covered under this agreement include parts of Mexico, the US and Canada, but specifically exclude any areas where Geoinformatics has agreements with other companies as well as certain areas controlled by Kennecott. The initial agreement is just ending, but Geoinformatics can renew it annually for another three years provided it meets ceratin obligations. For the initial 2 year period this included generating and drilling a total of 30 exploration targets and spending a total of US$20 million. That’s a hefty sum for any junior and Geoinformatics raised it via a US$20 million convertible loan facility from Geologic Resource Fund.
For its part Kennecott transferred to Geoinformatics targets which had not reached its own criteria in Alaska, Mexico, Utah, Nevada and British Columbia. These cost the company nothing in terms of purchase price, but Kennecott reserved back-in and royalty rights on each of them. The back-in right allows Kennecott to acquire up to a 60 per cent interest by completing a positive feasibility study. If it doesn’t exercise this right all it will have is a 2 per cent net smelter royalty. What has to be understood is that deposits have to be very big to have any impact on companies such as Rio Tinto, so a lot of these targets will fall back to Geoinformatics which will then have to devise a deal through selling, joint venturing or some other method that generates cash.
When you get a couple of very bright people such as Nick Archibald and Kevin Snook in a room with a number of experienced mining investors the conversation tends to go over the head of a mere journo. It is best, therefore, to accept Geoinformatics’ own description of itself as having developed an innovative approach to resource exploration. Its team of geoscientists and technical experts has created a scientific and technology platform which identifies and prioritises exploration drill targets. The Geoinformatics process, as it is called, introduces a faster, less expensive and more reliable methodology to resources exploration. For example, surface sampling from over 30 different sources was accessed for the Redton project in British Columbia which, when overlaid and compiled together with modern geophysics, revealed a number of potentially world-class porphyry copper targets.
The Whistler Zone and project in Alaska is the most advanced of those in the Kennecott Agreement and early in January an initial resource estimate to 43-101 standard was announced, showing 840,000 ounces in the indicated category and a further 2.74 million inferred. This makes Whistler one of the biggest gold discoveries in North America in recent years and establishes Geoinformatics as controlling a big advanced gold project.
A certain amount of time was subsequently taken up at the recent presentation by arguing whether a value could thereby be put on Geoinformatics: management and its fan club reckon the shares are too cheap. The conclusion appeared to be that it was a bit early to assign an actual value as Kennecott might want to exercise its buy-back, or the economics might not turn out be sufficiently strong since the project is some distance from nowhere and the grades are low.
What could not be denied is that Geoinformatics has brought this project a long way in a short time and there is still plenty more potential. Indeed a new world-class porphyry province could be hosted on the extensive landholding, but only time will tell. Comparisons were made with the Pebble deposit owned by Northern Dynasty and Anglo American which is 340 kilometres to the south west. This has well over 3 billion tonnes at grades of 0.28% copper, 0.32 grammes per tonne gold and 0.015 % molybdenum at Pebble West alone. At Pebble East there is a slightly bigger tonnage in the inferred category at grades of 0.57% copper, 0.36 grammes per tonne gold and 0.036% molybdenum. This is massively bigger than Whistler with its total of 134 million tonnes in the indicated and inferred categories, and so appears to support the opinion of Nick Archibald that Whistler will never measure up to Kennecott’s requirements.
The question now is where will Geoinformatics find a suitable mid-tier producer to take on what could be a big, but expensive, development in Alaska. No doubt Messrs Archibald and Snook have some ideas, but they aren’t saying too much at this stage. Being a proxy exploration arm for other companies has its advantages, but it brings some headaches as well.
---
VG heron
Golden Arrow Resources Has Imminent Cash Flow And Exciting Exploration Upside
Golden Arrow is listed in Canada, but London would love it. This is a company that has an extremely attractive exploration portfolio in Argentina, consisting of more than 40 assets at various stages of development, but a company that is backed nonetheless by the prospect of imminent cashflow.
What’s more that cashflow is derived not from operations which the company has to manage itself, but from a net smelter royalty on a two million plus ounce deposit currently in a late stage of development. Since the Golden Arrow boys recognise that they are explorers first and foremost, it’s no bad thing that their cash flow will be dependent on somebody bigger and more equipped to handle such things – in this case Yamana Gold.
But from the exploration point of view it’s worth noting that the royalty on the Gualcamayo property didn’t come out of nowhere. Rather it was discovered by IMA Exploration, one of a group of companies founded by Golden Arrow’s chief executive Joseph Grosso.
This group of companies, known collectively as the Grosso Group, shares – amongst other things - geological and legal expertise, and this helps to keep down costs. And with Gualcamayo about to go into production, the group now also has a track record of finding a major producing mine. According to Golden Arrows investor relations manager Bruce Korhonen, Gualcamayo ought to be up and running by the third quarter of this year and producing at an initial rate of 100,000 ounces. Thereafter, following a rapid ramp-up, it will produce between 200,000 and 300,000 ounces per year, generating between US$650,000 and US$1.5 million for Golden Arrow. That’s a track record worth having. And it’s a set up that the company would very much like to repeat as it works up its exploration portfolio.
This is where Golden Arrow’s real strength lies. As Mr Korhonen says succinctly, “We’re explorationists”. It’s hard to pick a lead project from a portfolio so large and so varied, but three stand out. They are the Poncha hydrothermal gold-copper project in San Juan Province, the San Jose gold project in in Jujuy Province, and 25,000 hectares of further exploration ground at Pescado also in San Juan Province, just south of Gulacamayo. Results from a recent drill programme on Poncha are imminent, and will dictate what the company does next with it. Previous grab samples have showed up to 42 grammes per tonne gold in the ground there, so it’s no wonder that Teck Cominco wanted to get involved. At the moment Golden Arrow is going it alone on San Jose and Pescado. San Jose will be drilled in the first quarter of this year, to expand on information garnered from previous mapping and soil sampling campaigns. At the moment it’s clear that San Jose contains high grade gold in vein occurrences, and offers the potential for disseminated bulk tonnage gold mineralization. We’ll know more once the rigs have done their work. On Pescado, things are slightly less well advanced, as the company has yet to announce detailed plans for taking it forward. But, says Mr Korhonen, “We’d hope to be drilling it soon”.
Meanwhile it’s a tough market out there. Golden Arrow has US$5.3m in the bank and the prospect of cashflow from Gualcamayo from the third quarter onwards, so times aren’t completely exactly bleak. But, at C$0.33 the shares are trading at a lowly multiple to the forthcoming cashflow, never mind the portfolio of 40 exploration properties. There aren’t that many shares in issue so the prospects of dilution when the company comes round to its next fund-raising – likely to be in the autumn – ought not to upset too many people. But the nice thing about the royalty is that Golden Arrow won’t be held to ransom. “Presumably”, says Mr Korhonen, “we’d want to raise money in a better market”. Him and every cash-starved junior. But with Gualcamayo to fall back on, Golden Arrow can at least afford to bide its time if it needs to.
By Alastair Ford, minesite.com, February 14, 2008
---
VG heron
@dau
Beim HUI schaut's ja gar nicht so schlecht aus. Und bei den Juniors ist es wichtig auf Qualtiät zu setzen. Sonst geht's einem wie Moriarty...
Tschonko
Dass SEG die Mill ausbauen will, ist eine sehr gute Nachricht, Ende des Jahres sollten es 600 tpd sein und dann hat man sicherlich auch höhergradiges Material zur Verfügung. Der Chart schaut allerdings ziemlich gruselig aus.
PRO.V könnte nun wieder interessanter werden
Resignation of the President and CEO
Bericht über SNN.TO
San Anton posts profit in Q2, restates earlier results
VG heron
Kaum zu glauben: ein Junior mit Aktienrückkaufprogramm
Globex Announces Normal Course Issuer Bid
VG heron
Tschonko, Eldo,
Hamilton galubt, das Taxi sei schon losgefahren...
In dem Artikel HUI Leverage to Gold 4 untersucht er den HUI und kommt zu dem Schluss dass es nun eine Rally geben wird, die mit der von Anfang 2006 vergleichbar ist. Und am Rande wird erwähnt, dass die Juniors etwas später loslaufen werden. 
VG heron
Dank dir, ADERA
Der Konflikt zwischen Revett und MNG ist ja nicht neu. Letztlich müssen die Behörden entscheiden ob beide Permit bekommen werden oder nur einer von beiden.
VG heron
Mining companies at odds over Cabinet Mountains drilling by MICHAEL JAMISON of the Missoulian
VG heron
Tschonko
Kimber hatte ich mir gerade gestern noch mal ausführlich angeschaut. Das PP war im November-MD&A angekündigt worden für Anfang 2008. Trotzdem ist's idiotisch, die haben mindestens drei Mio Cash und kaum Ausgaben. Aber immerhin, diese Ankündigung wurde in die Tat umgesetzt
Warum die Machbarkeitsstudie seit zwei Jahren nicht fertig gestellt werden kann ist mir unklar. Ich dachte die wollten nicht. Aber möglicherweise können sie nicht und es gibt echte Probleme. Wobei ich meine dass sie sich mal in ihrer Nachbarschaft umhören sollten... Jedenfalls habe ich das Gefühl dass das alles noch lange dauern kann.
VG heron
Nugget
Ich würd Rally nicht kleinschreiben
BGL: Ich hab jetzt die Webpage von dem JV-Partner gefunden. Wenn man auf Properties klickt fällt wiederholt das Datum 22.01.08 auf. Und ganz unten steht Are you interested in creating value for investors? Soll heißen, dass ich für andere Investoren Werte schaffen soll? 
--Mir scheint, dass das alles keine Substanz hat, das ist nur heiße Luft. Ich werde jedenfalls BGL nachkaufen.
RCT.V: Die neuesten Bohrergebnisse (s.o.) beziehen sich auf die neue Santa Fe-Property. Eigentümer ist Compania Minera Santa Fe de C.V, RCT hält 70 Prozent, aber wem gehört der Rest? Hab dazu nichts gefunden.
VG heron
Tschonko
Inzwischen glaub ich auch an die Rally. - Wir wissen ja wann sie kommt: Wenn die Nacht am dunkelsten ist... 
Vielleicht ist es nun soweit. Jedenfalls wird es immer absurder - auch in Australien, wie ein Blick auf den Anfang von folgendem Artikel zeigt:
[URL=http://www.theaustralian.news.com.au/story/0,25197,23154366-18261,00.html]Explorers take hit from margin calls[/URL]
VG heron
Hallo Milly,
mit dem was du hier schreibst hast ja so recht!
Nur irgendwie suchst du dir die falschen Companies aus: vor ein paar Tagen hast du auf Silver Wheaton eingeprügelt, die über 50% im letzten Jahr gestiegen sind, und nun ist es Genco, bei denen es zur Zeit richtig vorwärts geht.
Ich bin inzwischen sehr kritisch geworden, ich lege mir immer nur kleine Positionen zu und kaufe nur nach wenn es auch wirklich Fortschritte gibt, und ich realisiere auch Gewinne, wenn der Zeitpunkt dazu gekommen ist.
Wir leben nun mal in einer irrationalen Welt - man muß die Welt nicht verstehen, man muß sich nur in ihr zurechtfinden... 
VG heron
PS.:
GMX.TO gestern mit 20% plus in Kanada. Vermutlich aufgrund dieser Meldung (GMX hat Royalties und ein Aktienpaket)
http://www.kitco.com/pr/2205/article_01282008094610.pdf
Bei Genco interessiert mich nicht die Bilanz vom letzten Jahr. Die Produktion kommt nach und nach ans Laufen, dieses Jahr sollen bereits 1,3 Mio Ag-Eq produziert werden, nächstes Jahr kommt das Open-Pit dazu, macht dann 4,5 Mio Ag-Eq, und in 2010 könnten es dann 9,9 Mio sein - und das alles bei Kosten von nur 5 USD pro Unze und all den Resourcen. - Schaut doch gar nicht schlecht aus.
VG heron
New Gold Share Recommendation by Jay Taylor
Metanor Resources Inc.
Business: Exploration, development, and
production of gold in Quebec
Traded TSX: MTO
Pink Sheets: MEAOF
Frankfort: M3F.R
Shares Outstanding: 66.6 Million
Price 1/25/08: $0.835
Market Capitalization: $55.6 Million
Cash: $7 Million
Oz. Gold Resource: 1,038,000
Of Which 43-101: 938,000
Of Which Historical: 100,000
Progress Rating: “A”
Telephone: 819-825-8678
Web Site: http://www.metanor.ca
The recent turmoil in the financial and commodity markets has prompted investors to seek more safety in their portfolios.
Of course, absolute safety is never to be found in any markets—not even in short-term U.S. Treasuries. But when it comes
to gold and other mining firms, in general, companies that are either in production (Progress A companies) or those having
completed economic studies and commencing production are safer than companies yet to identify a viable economic ore
body. Long-time subscribers will note as this bull market continues to run, the number of “A” progress companies on our
list continues to grow. Many of those companies have “graduated” from “B” progress firms to “A.” That alw ays gives
your editor a sense of satisfaction to know companies we picked at earlier stages of development have indeed succeeded in
moving toward the ultimate goal of producing wealth from the ground.
Still, if we can find a new, undervalued producer without having recognized it at an earlier stage, we will quickly add them
to our Progress “A” companies if we deem them undervalued. Metanor Resources is one such company that we are adding
to our list this week. I met the management of Metanor in Vancouver on January 21.
Metanor is commencing production at its Bachelor Lake Property located in Le Sueur Township, 225 kilometers northeast
of Val-d’Or, Quebec. The company holds 177 claims and 2 mining concessions totaling 4,837 hectares. In 2007, MTO
acquired an additional 37 claims (1,636 hectares) east and adjacent to the property as well as a 70% interest in a property
of 62 claims (2,529 hectares) located to the west. Suffice it to say that Metanor has assembled a large land package in what
is known as the Abitibi Mining Camp. At the same time, the company has just commenced gold production from an openpit
mining of the Barry Deposit on its Bachelor Lake Property.
Thus far, the Barry Deposit measures 130 meters wide, and mining is taking place to a depth of 25 meters. However, the
deposit is more or less a vertical deposit with a 65- to 70-degree dip. It is open in all directions and at depth. The average
grade is somewhere in the range of 6 to 8 grams per tonne, or approximately 0.2 to 0.25 ounces per tonne. Cost of
production is expected to be around $310 per ounce.
Investors who may not be familiar with deposits in this area of Quebec and Ontario should realize that gold deposits in this
part of the country tend to extend to great depths. In fact, many if not most extend to depths beyond what is feasible to
mine, though with more recent technologies, mining is now taking place at deeper and deeper levels. Given the exploration
potential here, management is saying they have a target of identifying and/or mining at least 2 million ounces from their
Bachelor Lake-Barry Deposits.
To start with, the company’s Bachelor Lake Mill has a capacity to process 550 tonnes per day. Recoveries of gold are
reportedly at around 97%, so if the company were operating at current capacity and running material through the mill,
grading 0.20 oz. gold/tonne, of which 97% is being recovered, they would produce approximately 32,000 ounces per year
for a 300-day year. If you assume $850 gold and an operating cost of $310, you would be left with a cash operating profit
of around $17 million.
As more resources are proven up, I’m looking for management to expand the size of its mill considerably. In fact, in my
discussion with management this past weekend, they openly talked about plans to boost capacity to 750 tonnes per day and
then later to 1,200 tonnes per day. In fact, the Bachelor Lake Mill is quite an asset in and of itself, because there are many
gold projects in this part of the world that may be too small to justify the expense of building a mill but which could be
economic using Metanor’s mill. Reportedly, some 1.5 million ounces of gold have been discovered in this area of Canada
from smaller deposits. I’m not suggesting Metanor will expand the size of its mill for the sake of custom milling as long as
it has its own ore to mill. However, it is good to know the need in the area exists for additional milling capacity, because
having a mill available could continue to generate cash flows if at one point in time a shortage of ore exists from
Metanor’s own projects.
Other Projects
While the immediate focus of the company is on Bachelor Lake, it is important to recognize this is no “one trick pony”
company. The map on your left shows you the locations of several other properties of merit in Quebec and Ontario. At the
nearby Barry Property, a resource of approximately 179,000 ounces has been identified. At the Dubuisson Property,
a resource of 468,000 ounces of gold has been outlined. The resource on the Barry Property is considered to be amenable
to open-pit mining. The Opinaca Property is an earlier-stage gold property with some very exciting surface assays (0.55
oz. over 52 ft. and 0.36 oz. over 75 ft. And the Wahnapitei Property, located near Sudbury, Ontario, is a gold target that
has shown some good indications of cobalt and nickel as well. One factor that excites us about the long-term prospects of
Metanor is its seemingly excellent and extensive exploration potential combined with near-term production. If, as I
believe, the gold bull market has at least several more years to run, we think it highly likely Metanor offers investors a
very, very good opportunity for substantial long-term gains if its shares are acquired at anything close to their current
price.
MANAGEMENT
Serge Roy, Chairman and Chief Executive Officer of Metanor. Before founding Metanor he was President of
Ressources Pyrinor inc. He is a residential and commercial construction contractor. Previously, he has held various
positions with companies, such as Construction G.P.M., Stabell Resources Inc. and Ovaltex Consultant inc. (mining
consultants and geological engineers). Mr. Roy holds a construction contractor's licence from the Commission de la
Construction du Quebec.
Ghislain Morin is President and COO. Mr. Morin participated in many feasibility studies with a view to implementation
of mines, mining projects and mining product installation companies. Between 1981 and 1989, he founded Équipement
Minier GRM Inc. for which he is now vice president. Mr. Morin has been involved in planning, management, monitoring,
construction and evaluation of various mining projects since 1974.
Claude Imbeault is General Manager-Operations of the Bachelor Lake-Barry Complex. Mr. Imbeault is a known
professional active in the mining industry for almost 40 years, namely involved in the production startup of numerous
mining projects. Mr. Imbeault was recently general manager of Camroc, a mining development division of Cambior-
Iamgold with a hundred employees. Further, he acquired expertise as superintendent of the Chimo and Pierre Beauchemin
mines (Cambior), and also the Lake Shortt mine (Minnova) and Montauban mine (Muscocho).
Andre Tremblay is Metanor's director of exploration. He holds an bachelor's degree in geological engineering and a
masters' degree in earth sciences (structure) from the Universite du Quebec in Chicoutimi. He's acted as a director of
exploration and/or various senior geologist positions with companies (as Ressources minieres Coleraine, GeoNova
Explorations, Gestion S.R.C. Inc., Groupe Minier O, Mines Camchib, Campbell Resources Inc.) in Abitibi and the
Chibougamau area.
Diane Bournival is the Corporate secretary of Metanor. She is a member of the Chambre des notaires du Quebec since
1987. She holds a bachelor in law and a diploma in notarial science from the University of Montreal. She has practiced
alone or in a partnership since 1987. In 1999, she became Director and Corporate Secretary of Matamec Explorations Inc.
(a mineral exploration company listed on the TSX Venture Exchange). She has held the position of Regional Director of
the Association des femmes d'affaires du Quebec (in Granby).
SUMMARY & CONCLUSION
Metanor is just now commencing production. I would suggest you make room for some tune-up problems that almost
always occur when mining companies first put their projects into production. If, over the next year, management can
overcome whatever technical difficulties may lurk ahead of them, we think this stock can be expected to rise dramatically
from its current price level in the months to come. And given all the prospects it has in the pipeline, if it is successful in
executing its business plan, I expect this small company will either get taken out at a higher price and/or develop into
another household-name company, born out of eastern Canada’s most prolific gold mining regions.
Of course success is never guaranteed. Mining is a hugely risky business, which is why the gains can be so phenomenal,
especially during a bull market, when success occurs. But because of the risk inherent in this and any other stock, we want
to remind our subscribers once again of our standing policy, which is to recommend you never allocate more than 5% of
your portfolio to any one stock. From time to time you may wish you had put more into some of your more successful
picks. But over the longer term, we think you will benefit most by avoiding extreme greed and simply following the good
sense investment practice of diversifying your portfolio. We think Metanor could become a 10 bagger if it can begin
generating cash flow from Bachelor Lake and then growing its gold production from internally generated cash flows. If
they are successful in that regard, your 5% allocation will do wonders for your overall returns. If they are not successful,
any decline in the price of this stock will not destroy your portfolio.
Ist ja völlig sinnlos abends im Forum zu sein, nun schon seit zwanzig Minuten: Can't connect to local MySQL server 
VG heron
AMC: Aus inferred wird measured and indicated
ALEXIS- Increase Resource Estimates at Lac Herbin
Nun auch EXN:
Excellon to Begin Trading on the Toronto Stock Exchange on Monday, February 4, 2008
RCT.V findet 4.28 gpt Gold und 1405 gpt Silber:
Rochester Discovers Multiple Veins at Two New Prospective Areas: Samples 2.8M of 4.28 G/T Gold and 1405 G/T Silver
VG heron
