Beiträge von heron

  • Sterling Mining Company

    @alle


    Bin auch bei beiden mit dabei. Und sehe alles genau so wie ihr. SRLM will nächstes Frühjahr in Produktion gehen. Bei MGN weiss ich nicht, wie weit die sind, was die schon an Infrastruktur haben, und wann die (frühestens) was produzieren können. Aber abwarten lohnt sich bei beiden, imo.


    VG heron

  • Coeur Mining / CDE (NYSE)

    Bolivia says won't nationalize silver mine - Coeur


    The head of a U.S. silver company developing a mine in Bolivia said on Wednesday he does not believe the leftist government there will nationalize foreign mining operations.


    But President Evo Morales does want foreign mining operations in his country to pay higher taxes, Dennis Wheeler, chief executive of Coeur d'Alene Mines Corp. (CDE.N: Quote, Profile , Research) told Reuters.


    "I do not think there is any suggestion of wanting to nationalize any mining projects. To the contrary, I was given a specific affirmation" about Coeur's San Bartoleme silver mine in Bolivia, he said.

  • Coeur Mining / CDE (NYSE)

    Politische Börsen sind Kaufbörsen....


    Na, ich weiss nicht so recht. Dazu folgendes Zitat von heute:
    Bolivia’s Vice President Alvaró García Linera Monday said the nationalization of Vinto is irreversible and will generate $6 million for the state. ''During the last 20 years Bolivia lived under the illusion that the foreign investment and growth, but in fact the state was benefited in nothing,” he declared. With the seizure of Vinto, García Linera insisted that “it doesn’t matter what difficult we can have, we have reason on our side, we have history on our side.”


    http://www.mineweb.net/whats_new/627167.htm


    VG heron

  • Fortuna Mining / FVI, FSM (TSE, NYS)

    Hier reden alle immer nur von Mexiko. Aber bei FVI.V steht ganz klar Peru im Mittelpunk. Das zeigt schon ein Blick auf die Homepage von FVI.V. Sie beginnt mit den Worten:


    Fortuna Silver Mines is a silver producer focused on Latin America. Our primary assets are the Caylloma Silver Mine in southern Peru...


    Mexiko kommt da erst an zweiter Stelle. Logisch. Denn produziert wird nur in Peru. Und solange das so ist, gibt's bei Fortuna ein ganz klares Länderrisiko. Das sollte man nicht vergessen.


    VG heron

  • SILBER : Märkte und Informationen

    Hab den Artikel von Watson auch gerade entdeckt, nämlich bei silverseek.com. Echt lesenswert!!


    Schade, dass die zweite Grafik reskaliert wurde (um Werte zwische 0 und 1 zu haben). Es wäre interessant, hier die ursprüngliche Skalierung zu kennen.


    In der Grafik wird übrigens nicht die Ratio Silber:Gold angegeben. Deshalb wird auch nicht ausgeschlossen, dass Silber eines Tages mehr Wert sein könnte als Gold. Da kommt man echt ins Grübeln...


    Was Watson schreibt, ist schon klasse :)


    VG heron

  • In was nun investieren?

    Nur mal als Denkanstoss. (Was Schwarzes sollte eigentlich jeder haben :D)


    An Overview of the Mining Sector in Mozambique


    By Jim Jones
    07 Feb 2007 at 12:17 PM EST


    CAPE TOWN (ResourceInvestor.com) -- “I do like to be in Mozambique ....” When troubadour Bob Dylan intoned (droned is perhaps a more-appropriate word) that song a quarter of a century ago, there was more than a hint of sarcasm in his words.


    Mozambique was a shambles, wracked by a civil war that was helping destroy whatever pathetic infrastructure the country had inherited on independence from its Portuguese colonial rulers.


    Mozambique was, however more blessed than its counterpart Angola – it didn’t have the oil and diamonds that fuelled a civil war in Angola. Mozambique’s warring parties were broke – and simply could not afford to keep the war going once external backers such as South Africa and the USSR dropped out of the reckoning.


    And with hard-core Stalinists sidelined, the coalition government could get on with the job of embracing the capitalism needed to drag the country out of its abysmal poverty. Deputy mines minister Dr. Abdul Razak Noormohamed made it plain to delegates at Indaba 2007 that this official determination is still in place.


    Just one example of developments - CVRD’s [NYSE:RIO; TSX:N] Moatize coal venture. I remember Moatize in the colonial and post-colonial days - an unpleasant little town covered in coal dust from the small, dangerous and poorly-managed mine that provided the town’s sole raison d’être. Immediately after the civil war’s end, even the mine was inoperative.


    But this past November, CVRD completed a bankable feasibility study for a new mine capable of producing 26 million tonnes of coal a year - 10 million for export and the remainder to fuel a new 1,500Mw power station. The old railway line, which had fallen into total disrepair, is being resuscitated to carry Moatize’s coal to a new export terminal at the port of Beira. The whole lot - mine, railway, terminal and power station - will represent an investment of some $1.2 billion.


    Why should CVRD be so enthusiastic? After all, there are plenty of other coal deposits available to be mined. Well, Brazil and Mozambique share a common language, Portuguese, and there has long been an affinity between Brazil and the former Portuguese colonies. Perhaps this helped some. But there is also the liberal investment climate introduced by Mozambique’s government.


    Noormohamed took delegates through the system – the security of tenure provisions, the removal of official’s discretionary powers over awarding or revoking mining titles, the policy of first come first served when it comes to awarding exploration permits and the open availability of a national geological database.


    It is a country making one helluvan effort, and a country that is unlikely to renege on its commitments like some we might mention in Latin America. We already have development of the Pande gas field hat will feed synfuel producer Sasol’s [NYSE:SSL] liquid fuel plants in South Africa. There’s the Mozal aluminium smelter that converts Australian alumina into metal using cheap hydro power from the Cahora Bassa dam on the Zambezi river, coincidentally in the sam region as Moatize.


    And next in line is the $480 million Moma heavy minerals project close to completion by Kenmare Resources [AIM:KMR]. It’s on the coast and will deliver an annual 800,000 tonnes of ilmenite, 21,000 tonnes of rutile and between 55,000 and 60,000 tonnes of zircon to export markets. But here’s a thing ... Moma has been planned on an ilmenite resource of 16.4 million tonnes, enough to sustain a 20-year operating life. But the area is reliably reckoned to have a good 100 million tonnes, and that can extend the operating life and permit some substantial increases in output if the demand is there.


    Again though, there is the thread that has run right through Mining Indaba 2007, the need for companies to ensure that locals (not just central government coffers or shareholders) benefit from their new mines or new ventures - it’s called the social licence. Kenmare has this firmly in its sights, which perhaps helps to explain why it has been operating securely in Mozambique this past twenty years.


    That’s only half as long as the almost 40 years that I’ve known and travelled through Mozambique, watching and writing on the wrenching changes that it has gone through and delighting that it now has the sensible government, legal and fiscal policies that are equally as important as a mineral resources endowment.


    VG heron

  • In was nun investieren?

    An Overview of the Mining Sector in Mozambique


    By Jim Jones
    07 Feb 2007 at 12:17 PM EST


    CAPE TOWN (ResourceInvestor.com) -- “I do like to be in Mozambique ....” When troubadour Bob Dylan intoned (droned is perhaps a more-appropriate word) that song a quarter of a century ago, there was more than a hint of sarcasm in his words.


    Mozambique was a shambles, wracked by a civil war that was helping destroy whatever pathetic infrastructure the country had inherited on independence from its Portuguese colonial rulers.


    Mozambique was, however more blessed than its counterpart Angola – it didn’t have the oil and diamonds that fuelled a civil war in Angola. Mozambique’s warring parties were broke – and simply could not afford to keep the war going once external backers such as South Africa and the USSR dropped out of the reckoning.


    And with hard-core Stalinists sidelined, the coalition government could get on with the job of embracing the capitalism needed to drag the country out of its abysmal poverty. Deputy mines minister Dr. Abdul Razak Noormohamed made it plain to delegates at Indaba 2007 that this official determination is still in place.


    Just one example of developments - CVRD’s [NYSE:RIO; TSX:N] Moatize coal venture. I remember Moatize in the colonial and post-colonial days - an unpleasant little town covered in coal dust from the small, dangerous and poorly-managed mine that provided the town’s sole raison d’être. Immediately after the civil war’s end, even the mine was inoperative.


    But this past November, CVRD completed a bankable feasibility study for a new mine capable of producing 26 million tonnes of coal a year - 10 million for export and the remainder to fuel a new 1,500Mw power station. The old railway line, which had fallen into total disrepair, is being resuscitated to carry Moatize’s coal to a new export terminal at the port of Beira. The whole lot - mine, railway, terminal and power station - will represent an investment of some $1.2 billion.


    Why should CVRD be so enthusiastic? After all, there are plenty of other coal deposits available to be mined. Well, Brazil and Mozambique share a common language, Portuguese, and there has long been an affinity between Brazil and the former Portuguese colonies. Perhaps this helped some. But there is also the liberal investment climate introduced by Mozambique’s government.


    Noormohamed took delegates through the system – the security of tenure provisions, the removal of official’s discretionary powers over awarding or revoking mining titles, the policy of first come first served when it comes to awarding exploration permits and the open availability of a national geological database.


    It is a country making one helluvan effort, and a country that is unlikely to renege on its commitments like some we might mention in Latin America. We already have development of the Pande gas field hat will feed synfuel producer Sasol’s [NYSE:SSL] liquid fuel plants in South Africa. There’s the Mozal aluminium smelter that converts Australian alumina into metal using cheap hydro power from the Cahora Bassa dam on the Zambezi river, coincidentally in the sam region as Moatize.


    And next in line is the $480 million Moma heavy minerals project close to completion by Kenmare Resources [AIM:KMR]. It’s on the coast and will deliver an annual 800,000 tonnes of ilmenite, 21,000 tonnes of rutile and between 55,000 and 60,000 tonnes of zircon to export markets. But here’s a thing ... Moma has been planned on an ilmenite resource of 16.4 million tonnes, enough to sustain a 20-year operating life. But the area is reliably reckoned to have a good 100 million tonnes, and that can extend the operating life and permit some substantial increases in output if the demand is there.


    Again though, there is the thread that has run right through Mining Indaba 2007, the need for companies to ensure that locals (not just central government coffers or shareholders) benefit from their new mines or new ventures - it’s called the social licence. Kenmare has this firmly in its sights, which perhaps helps to explain why it has been operating securely in Mozambique this past twenty years.


    That’s only half as long as the almost 40 years that I’ve known and travelled through Mozambique, watching and writing on the wrenching changes that it has gone through and delighting that it now has the sensible government, legal and fiscal policies that are equally as important as a mineral resources endowment.

  • Sterling Mining Company

    Tschonko
    Danke für die klaren Worte! Dass die SRLM 'idiotensicher' ist, das will ich mal schwer hoffen! Zusätzlich hat sie auch noch einen gewissen Unterhaltungswert.:D


    ADERA
    Du hast natürlich recht.
    Nur haben wir nicht dieselben Charts gemeint. Bei dem Link oben ging es um den Vergleich Kursverlauf-Basiswert. Also um die Frage ob SRLM den Basisiwert outperformt oder nicht. Oder anders gesagt, ob die Kurserholung auf die Stärke von SRLM zurüchgeht oder nur auf die Kurserholung von Silber.


    VG heron

  • Sterling Mining Company

    Im Augenblick sehen die Charts von MGN und SRLM ja gar nicht so schlecht aus. Aber das ändert sich beim Vergleich mit dem Basiswert, der ja steigt. Dazu folgender Link: http://silverstrategies.com/story.aspx?local=1&id=6197,
    den Tschonko vor einiger Zeit hereingestellt hatte. Insbesondere der Chart von MGN ist eindrucksvoll.


    Bis jetzt haben weder SRLM noch MGN ihre Abwärtstrends gebrochen. -Aber das wird kommen! Die Frage ist nur wann. 8)


    VG heron

  • Sterling Mining Company

    ...bin ich nicht, obwohl ich investiert bin.


    Ich finde eure Diskussion hier prima! Im Augenblick ist de Motte im Stimmungstief. Und genau das ist der Punkt! Denn die Amis sind ganz anders drauf als die Europäer. Denen geht es nur ums schnelle Geld und ums Zocken. Und wenn die Stimmung kippt, gehts plötzlich steil bergauf :D


    Die eigentliuche Frage ist doch, was langfristig passieren wird. Das ist es , was mich eigentlich interessiert. Und da hat SRLM sicherlich mehr zu bieten als nur heiße Luft 8).


    Schaumermal.
    heron

  • Silber Companies - Liste und Neues

    Netter Artikel von Roland Watson


    Es geht um leverage und outperformence gegenüber dem Silberpreis.
    Zitat: ...a company leverages two quantities. It leverages the price of silver but it also leverages the amount of silver it has under its control. Once investors have assimilated this new reserves information and adjusted the share price accordingly, the leverage goes back to purely leveraging the market price of silver...


    Mehrere Companies werden miteinander verglichen.


    VG heron

  • Endeavour Silver Corp./ EDR, EXK (TSX, NYSE)

    @edel


    Prima Chart! Interessant wie parallel EDR und SLW laufen! Insbesondere sind beide in den letzten Woche ziemlich stark gefallen und erholen sich nun.


    Hier wäre ein Vergleich mit dem Basiswert angebracht. Denn der Silberchart hat denselben Verlauf. Letztlich hängen beide vom Basiswert ab, sollten diesen aber outperformen. :]


    VG heron

  • Silber Companies - Liste und Neues

    Noch ne kleine Ergänzung.


    Paramount wurde erst Mitte 2005 gegründet und hatte bisher viel Erfolg. In Mexico sind sie benachbart mit Palmarejo, Ganmmon und Glamis. Diverse Blätter pushen sie als das 'bessere Palmarejo'.
    75% des Geldes wird in Mexiko ausgegeben, 25% in Chile, Argentinien,Peru, in Allianz mit Teck Cominco. Mehr Details hier.
    Es gibt auch Fotos vom letzten Jahr von
    Ron Struthers
    .


    VG heron

  • Silber Companies - Liste und Neues

    PGDP reports NI 43-101 technical report; a preliminary resource estimate at their San Miguel Project, Mexico
    http://www.paramountgold.com/News/2007/01-26-2007.asp


    Zitat

    ...a large area in the San Jose zone indicated the presence of zone, of at least 150 by 250 meters that averaged 150 g/t silver......At the time of this report, our exploration expenditures were roughly US$2,500,000 and we identified 38,000,000 ounces of silver equivalent. This gives us a very low finding cost of less than US$0.07 per ounce of silver...


    VG heron