War ein paar Tage nicht da. Hat sich ja viel ereignet, komme kaum mit dem Lesen nach 
Schön dass der Markt auf News positiv reagiert, wie bei FR, EXN, und Yll ![:]](https://goldseiten-forum.com/wcf/images/smilies/pleased.gif "Freude"){kind=small}
.
Tschonko
Wunderbarer Bericht von Dir!. Die Silvermex beobachte schon länger und finde sie sehr attraktiv. Die könnten schon bald 100 mio oz haben.... Finde ich viel interessanter als MSM.V.
Alexco hatte ich mir auch mal angeschaut, aber nicht zugegrffen. Halte sie aber für grundsolide.
VG heron
Zwei neu Artikel über Yll.V und das La Verde Project
Resourcex Investor: La Verde Grande grows Grander for Yale Resources
Resource World Magazine: Yale Resources exploring Mexican porphyry
VG heron
UC hat nun seine Zahlen vorgelegt. Dass es Probleme in Mexiko gibt, war klar. Dass man mehr als ein Jahr braucht, nur um die mill ans Laufen zu bringen ist ein Armutszeugnis! Wir erinnern uns, der sogenannte 'Produktionsbegin'´war im Dezember letzten Jahres. 
Und wie es weitergeht, hängt vom neuen Management ab. Kann aber eigentlich nur besser werden.
Zitat aus dem Bericht von UC: The La Yesca Mill is not in production, and still in the commissioning process. Over the past month, a new Canadian plant manager has stopped work at the plant, and had a university laboratory undertake a detailed analysis on how to sustained, enhanced recoveries of silver and gold. Prior to this some of the tailings, as part of this commissioning process, were produced more than once in an effort to optimize gold and silver recovery. The tailings contain impurities, that have resulted in additional metallurgy work required to enhance recoveries.
VG heron
Tschonko
Die Diskussion über die Edelmetallmesse ist hier viel zu kurz gekommen. Hoffe, nächstes Jahr dabei zu sein. Dank Dir für deinen Bericht, insbesondere auch für die Links. Die Seite vom Stangel hatte ich ganz aus den Augen verloren. Und was den Rausch betrifft, so mach ich mir da keine Sorgen - zumindst nicht solange der Eldo in Urlaub ist
VG heron
Artikel von Mining Market Watch
Ich habe ein gutes Gefühl bei MTO. Der Kursverlauf ist eigentlich gar nicht so überraschend. Sobald die Produktion ans Laufen kommt, sollte der Kurs anziehen. Und weil die Bevölkerung vor Ort einen Großteil der Aktien hält, sind nur wenige Aktien verfügbar, was im Fall eines Kursanstiegs zu einer gewissen Hebelwirkung führen könnte.
VG heron
November 8th, 2007 - Val-d'Or, Quebec, Canada: Metanor Resources Inc. (MTO: TSX-V) is pleased to provide an update of the work carried out on the Barry and Bachelor properties located in the north of Quebec, and comments on the recommendations from the Preliminary Economic Study carried out by Géostat International Inc. (Press release of October 30, 2007).
In spring 2007, Géostat International Inc, was retained by Métanor to prepare an economic study whose objective was to evaluate the economic potential to exploit the deposit of Barry by open-pit mine and using the rehabilitated mill at Bachelor. This economic study, whose results are positive, was initiated last spring and was delivered to Métanor October 16, 2007.
During the preparation of this study, the majority of its final recommendations were already being carried out by Métanor 
who invested close to $12M on the rehabilitation of the Bachelor Mill and the preparation of Bulk Sampling at Barry.
The work executed so far by Métanor at Bachelor and Barry includes:
* The Repair of the External Infrastructure of the Bachelor Mill, including the coating and the insulation, which was completed a few months ago.
* The Restoration of the Components of the Bachelor Mill (mechanical and electrical) is 95% completed. Métanor has even begun the commissioning of the internal components of the initial circuit of the mill made up of the crushers, ball mill and the conveyors bringing the material towards the ore bin.
* On the Barry Property, the Preparation of the Site and the Installation of Surface Buildings (Service, warehouse, etc) are completed. The original stripped zone was extended significantly and Bulk Sampling has been underway for a few weeks. The first blasts made it possible to establish the starting point of Bulk Sampling and other blasts of mill feed are regularly being carried out. The broken ore is crushed immediately and stored on the site.
* The Repair work of the road connecting Bachelor to the Barry site (which uses the principal roads of Domtar) is finished and is ready for the transport of the mill feed.
This study depicts a scenario of operation with very conservative parameters such as only 63% of the total resources were used in its calculation. Further, this economic study's income was calculated using a price of $660 CAD/oz and still shows positive conclusions as to the profitability of the project.
Other factors not taken into consideration in this study include:
The potential resources were evaluated by InnovExplo inc., in a NI 43-101 technical report, dated of October 31, 2005 as follows: measured and indicated resources of 841,591 t at 7.79 g/t Au (or 210,857 oz of gold) and inferred resources of 426,148 t at 6.52 g/t Au (or 89,366 oz of gold). Several mineralized zones were not included in the study: zone A and C of Bachelor property, and the zones A and B as well as portions of the East Zone and the West Zone of Hewfran property. From a total of 212,300 T of measured resources calculated by Innovexplo in 2005 at Bachelor, only 84,477 T (40%) were used. Therefore, a greater total of 477,930 T (110,298 ounces of gold) representing 37% of the total resources was not used at the time of this study.
During the preparation of this study, Métanor repurchased 7% of the NSR from Murgor on the Barry deposit (Press release of September 6, 2007), and this was not factored in this study.
The study used very high costs of operation however most of these costs will be decreased. For example, this study uses 27 peoples that would be necessary to operate the mill but Métanor budgets only 15 due to automation, this represents an appreciable savings. A feasibility study has not yet been completed and there is no certainty the company's projections will be realized.
At the time of this study, Métanor had just completed a $20M financing which has been used for development work carried out until now on the 2 properties. As stated in Geostat's economic study of the Barry-Bachelor project, the project will generate a cumulative operating cash flow of $6.5M over 7 years. During spring 2007 the Company repurchased NSR's that will create savings of $3M thus increasing the operating cash flow of the same amount. Furthermore, the Company was successful in raising over $20M in fiscal year 2006-2007, this amounts was not taken into consideration in the Geostat economic study and will increase Metanor's cash flow.
Considering all of the above factors and that the Geostat study used a gold price of $660 CAD versus the current higher price suggests that the cash flow could be significantly higher.
Additionally, the recovery of further resources that were not used (477,930 T containing approximately 110,298 ounces of gold), assuming the same operating costs, would increase mine life and total cash flow.
Mr. André Tremblay, P Eng. is the qualified person pursuant to National Instrument 43-101 and supervised the technical information presented in the news release.
The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of this release.
For further informations, please contact :
Serge Roy, President and CEO
Metanor Resources Inc.
UC hat einen neuen Chef. Der kennt Spider, McFaulds, und auch Mexiko
UC Resources Anounces Jim Voisin as New President
PZG veröffentlicht in letzter Zeit permanent Resultate. Da werden 500 Löcher gebohrt, 350 fehlen noch. Die Resultate sind nicht wirklich gut, aber es wird auch nicht tief genug gebohrt. Es geht hier vor allem darum, ein geologisches Modell zu erstellen. Spannend wird's im Dezember, wenn die neue Resourcenschätzung kommt. Das könnten über 100 mio oz werden. Hier die Meldung von heute:
Paramount Gold and Silver Corp. Announces Assay Results From The San Miguel Project Drilling Program
VG heron
Tom Hanson hat eine feine Auswahl getroffen. Sein Vergleich ist sehr anregend. Im Prinzip gar nicht schlecht.
Allerdings ist es nicht so einfach, eine Company mithilfe von ein paar Zahlen zu erfassen. (Und erst recht nicht zu verstehen.) Kurios zum Beispiel die 66 Jahre Minenleben von einer Company die gar nichts produziert (ECU).- Und leider sind die Zahlen nicht ok. Zum Beispiel ist FVI.V nicht mit einem Premium von 2 gegenüber FR.V bewertet. Wohl eher sowas wie 1,3 - müsste ich mal genau nachrechnen. Und die Aussage Grades Do Matter stimmt so auch nicht, denn die grades sagen nichts über Produktionskosten aus. Ganz so einfach ist's halt doch nicht...
VG heron
flatex will demnächst Handel in Kanada anbieten. Das könnte interessant werden. Wann es so weit ist, weiß ich allerdings nicht.
VG heron
Tschonko
Natürlich hab mir die Liste angeschaut. Es gibt da widersprüchliches und überraschendes. Und die Erkenntnis dass so eine Liste nicht als Einkaufszettel benutzt werden kann 
Hier eine andere Liste: Doug Beiers Lieblinge:
Canasil CLZ
First Narrows UNO
Houston Lake HLM
Impact Silver IPT
Northern Continental NCR
Silver Eagle Mines SEG
Colibri CBI
Energold Drilling EGD
Gold Canyon GCU
Hathor HAT
Mountain Lake MOA
Northern Hemisphere Development NHD
Northern Sun Exp NSE
Sein Kommentar zu IPT: "IMO Impact is the best “buy and hold” junior silver miner in all of Mexico. I have been looking to add more on any serious weakness but so far the Impact share price has been holding strong so I am more active with trading and accumulating more speculative drill plays. I expect from here and through 2008 to be Impact Silver’s best share performance to date."
Ein interessanter Wert auf der Liste ist auch GCU.V. Aber erst in 1-2 Jahren.
VG heron
Aufgrund der vorliegenden Resourcenschätzung geht man von 6 Jahren Produktion aus, die genannten Zahlen sind wie erwartet.
Ich glaub es liegen noch nicht alle Permits vor um 6 Jahre lang zu produzieren. Ansonsten schaut's gut aus, die Produktion dürfte in Kürze starten, im Augenblick läuft der Testbetrieb.
VG heron
Artikel von Boris Sobolev
Mining companies go through a series of stages from listing on a stock exchange to becoming a producer (...)
There are three ways to profit based on the above cycles. First - find a lucky junior exploration company that will make a discovery. Second - buy undervalued shares of stock with established resources for cheap and ride it to production. Third - pinpoint a troubled junior producer at the moment of an operational turnaround.
The second approach is certainly safer than the first and has more upside than the third approach given the project is economically viable and the management has what it takes to capitalize on that.
Sounds easy? Not really, because after months of little news or visible progress by the company, it is difficult to get into a stock that is falling for no comprehensible reason. One can't help but start hesitating. Let's first examine why it is typical to see a stock give up most of its post-discovery gains.
When the speculative new discovery-related hype is over, a waiting period begins. Speculators take profits anticipating that the company will use the high stock price to issue new shares and raise cash.
The stock starts falling and even the loyal shareholders lose patience: why is the stock price falling when the company is making good progress? More and more doubts surface and many shareholders get out. New investors are scared to buy, seeing a falling price.
The main reason stocks often lose most or even all of their discovery gains is their high demand for cash required for preliminary economic programs at the time of zero cash flow and little or no substantive news.
But the company is making progress behind the scenes. They are issuing technical reports, upgrading resources and piecing together various project development studies. The time approaches for a patient and shrewd investor to find exceptional value.
(...)
VG heron
RCT Update - Ausführliche Analyse von fundamental research
Bei RCT.V wird seit kurzem produziert, und bis Mitte 2008 soll eine Resourcenschätzung vorliegen.
VG heron
Tschonko
ECU hatte ja schon vor längerer Zeit über neue major discoveriers berichtet. Seitdem kursieren Resourcenschätzungen von 300 bis 500 Mio Unzen Ag-Eq. Was davon in der neuen Resourcenschätzung steht, muss man abwarten. Klar ist dass das langfristig vieeeel mehr sein wird. Sollten nun allerdings weniger als 300 Mio's geschätzt werden (und davon nicht mindestens 200 M&I), dann wär das gar nicht gut. Denn es gibt verärgerte Anleger die einen Produzenten haben wollen und nicht verstehen warum die Produktion eingestellt wurde. --Sehr gut übrigens der Kommentar hierzu von Mexiko Mike.
Apropos GOG/ECU: Ich hab mal rausgesucht was Mexiko Mike im Frühjahr zur San Diego Property im Web gepostet hatte, nachdem er ECU besucht hatte:
...I believe that the results from San Diego indicate that the mineralization they have encountered is related to the same system that formed a number of other large deposits in the region. The topography of the district is rugged, and the limestone host rock of area was intensely altered by a large intrusion. The town of Velardena sits in a valley, alongside of which the main highway through Durango runs. To the north of this valley is the old Santa Maria Mine, a former Grupo Mexico base metals producer. To the east, another series of ridges is host to the ECU mines, and the Reyna Del Cobre Mine owned by Penoles. ECU geologists believe that the mineralization from all of these mines were emplaced due to the same underlying intrusive.
Lower elevations of these deposits are base metals rich, and that is where the large skarn deposits have been encountered at each of the three mines. Higher up in the system, there are stockwork zones and narrow, high grade epithermal veins that bear greater precious metals content.
Where it gets interesting is that each of the major mine developments in the area are located at different elevations, so they encounter the same systems a different depths. It appears Santa Maria, located lower down in the valley, was limited to base metals since the upper elevations of the mineralization had been eroded away. The composition of the fluids circulating below when these mines were formed could also have played a role in why Reyna Del Cobre is primarily a copper mine, yet the mines controlled by ECU are richer in gold and silver.
I am very optimistic that as ECU probes further to depth, they will encounter some of the same higher grade skarn zones that the other large mines outlined from the system, however, if in fact the acidity of the mineralizing fluids were a contributing factor, we may find a greater concentration of gold to depth in the skarn at Velardena.
Now to put all that into perspective for San Diego, the very high gold grades in the narrow veins have once again been encountered, and again this could be due to greater acidity in the plumbing of the system as the deposit was emplaced. I noted that the gold zone reported this week occurred at a depth of about 500m below surface, which is much deeper than the mines at Velardena. I believe San Diego is located about 20 kms from Velardena, and I do not know the elevation of the property but I would assume that it sits higher above sea level. And therefore even though the latest gold intersection occurred at greater depth, it may be roughly the same elevation of the mineral system as the higher grade gold ECU reported last year from Level 18 of the Santa Jauna Mine.
If so, then we can look forward to the potential that skarn and stockworks may exist below these high grade veins.
The bottom line for me is that the entire district is intensely mineralized, and there is ample evidence that very large deposits were formed at all three mines. San Diego could become the next big discovery area, and it bears a close resemblence to the ECU Santa Jauna, Terneras, and San Mateo Mines. I think they are going to find another gold-rich, bulk tonnage deposit as the exploration on the next round tests to deeper levels...
VG heron
Was schreibt der alte Mann denn da über ECU? 98 Mio Unzen? Inzwischen wird's wohl drei- bis viermal soviel sein. Und dann ist eine Unze auch nicht mit 5$ bewertet...
VG heron
Netter Artikel, erschienen im August auf minesite.com. Wobei ich nicht weiß, ob die Zahlen über die zukünftige Produktion stimmen.
Sterling Mining’s Low Profile May Be About To Change by Rob Davies
Stock markets like mining companies with metal in the ground. They like them even more when they start digging the metal up and selling it. So you would think that a company with 261 million ounces of silver resource to its name in a first world country that expects to start production this year would be a stock market darling. Ray De Motte, President of Sterling Mining, acknowledges that trading on the US bulletin board doesn’t give his shares a high profile and that his company is not widely followed. That said, data on the company is now available on the SEDAR website used by Canadian companies and it looks like the company is gradually raising its profile. In the eight months since Minews last looked at the company its market capitalisation has increased from US$77million to US$123million and it has only raised US$10million in that period, so it is doing something right.
And it has been doing a lot. Sterling has a five year lease on the Sunshine Mine in the Silver Valley of Idaho. A location that Ray points out has produced more silver, 1.2 billion ounces, than any other district in the world. The Sunshine Mine itself accounted for 369 million of those ounces and the report from Behre Dolbear filed on SEDAR identifies a further 23 million ounces in reserves and 231 million in inferred resource. That estimate is based on historical data going back to the start of the mine in 1903 and includes over 5,000 diamond drill holes. Most of those ounces lie deep in the mine and will be accessed from the existing Jewell and Silver Summit Shafts that are being progressively opened up and allowing the mine to be de-watered.
Over the last year the company has focussed its efforts on driving the 5,000 foot Sterling Tunnel across the top of the mine to access the Silver Summit tunnel. That vastly improves ventilation in the mine, provides another escape way and, most importantly, allows drill stations to be set up so that the higher levels can be explored. Ray emphasised that the resource figures from the Behre Dolbear study do not include any material from this area. However, he has two rigs there now going flat out on a 60,000 foot programme on which they are about one third of the way through.
At the same time as the mine is being reopened the mill is being refurbished with a view to hitting the December 2007 start date for production. Now that the Jewell shaft, which will be the main production shaft, is up and running that target looks achievable. The payroll is up to 70 now and Ray is planning on adding five to ten people a month to bring the workforce up to the required level. Doing this, and buying mobile underground equipment, is going to cost about US$20million, Ray estimates. Once everything is in place he expects to produce 2.8 million ounces of silver in 2008, rising to 3.9 million in 2009 before settling down to a steady state of between four and five million ounces a year from then on. His objective is to get cash costs down to US$6 an ounce but in the shorter term he could live with US$8.5 an ounce. Either number gives a pretty good margin at today’s silver price of over US$13 an ounce.
Sterling Mining has the option to purchase its lease on the Sunshine Mine for US$5million, but as the lease only costs US$120,000 a year it is not a priority. More important is to secure the additional funding to take the mine into production and that means raising its profile a little further. The fact that the company has started to file its documents on the SEDAR system, where Toronto listed stocks make data available, probably gives a strong clue about what steps it might take to list its shares on a better known exchange.
VG heron
Hallo Tschonko,
über KMN denk ich auch nach. Deren 'Mexiko-Abteilung' ist jedenfalls krass unterbewertet. Und bald kommt da die neue Resourcen-Schätzung ... 
VG heron
UC: Good bye Hamelin 
;)
...The Company also announces that Richard J. Hamelin has resigned as CEO and President. He will also step down from the Board of Directors....
Quelle
Eine Bemerkung zu FR.V: Es wird bei den Zahlen nicht gesagt welche Mine wieviel produziert. Deshalb ist es schwierig vorherzusagen was kurzfristig passieren wird. Auch wird nicht nur Silber produziert. Zählt man nur die Silberunzen dann werden zur Zeit gerade mal 3 Mio's produziert. Das gute daran ist dass sich das steigern lässt, 6 Mio Jahresproduktion sollten demnächst möglich sein. Insofern habe ich ein gutes Gefühl bei FR.
VG heron
ZitatOriginal von Fünfvorzwölf
GOLD!!!!
(...)
Es gibt also tatsächlich Gold in Beaver Dam! Man muss halt nur tief genug buddeln, 200-300m.
Ob das wirtschaftlich ist, muss sich erst noch zeigen. Sieht aber schon viel besser aus als die Low Grade Resultate zuvor.
VG heron
SBM.AX hat gute Zahlen vorgelegt:
Produktion: 170k oz Au pa (soll bis 2010 auf 1 mio gesteigert werden)
Resourcen: 8,4 mio oz, davon 2,4 mio oz Reserven
Viel Cash aber auch viele Schulden
und der Kurs kratzt am ATH
VG heron
