Beiträge von newtechxl

  • Nevada Pacific Gold Ltd. WKN 929 971 ISIN CA6413981029 NPG

    Nevada Pacific Gold


    Jason Hommel


    In the first few weeks of writing my report on silver stocks, a number of readers brought many new silver companies to my attention. Nevada Pacific Gold (NPG) was one of them that stood out of the crowd, and was brought to my attention by one reader. NPG has one very large silver exploration project, Amador Canyon, and numerous gold projects.


    As of June 2004, NPG has 47.4 million shares, fully diluted. There are 3.5 million warrants about to expire on July 15th at $1.35 Cdn, which may not be exercised unless the share price rises significantly. (Hint: don't bid the share price up to over $1.35 Cdn, or about $.98 U.S.!) There are 39.3 million shares outstanding, but I always count the shares as fully diluted when I'm so optimistic about a company. With a price of $.98/share Canadian, and counting by the fully diluted shares, even the warrants about to expire, this gives a market cap of about $34 million, U.S. Trading symbols to get a quote at Yahoo! finance: NPG.V (Canadian venture exchange) NVPGF.PK (U.S. pink sheets listing).


    I own stock in about 15 silver companies. I've acquired most of my silver stocks in private placements. I almost participated in NPG's last private placement, but, instead, acquired all my shares in the open market. Of all my positions in silver stocks, my position in NPG is my largest that has not been in a private placement. For more about private placements, see my website, goldismoney.com


    David Hottman, Chairman of NPG, said two things that really caught my attention. First, the exploration potential of Amador Canyon was huge. It may contain from 200 million ounces of silver up to a billion ounces of silver. It was estimated that Amador Canyon may contain from 50 to 250 million tonnes of material with a grade from surface samples averaging 4 ounces of silver per ton (up to 75 oz./ton!). Unfortunately, the overall size of thetonnage is not contained at the company website, perhaps due toregulatory demands (not 43-101 compliant). This is a relatively low-grade silver exploration deposit, but potentially very large. Although it had notbeen drilled, drilling is taking place now, with a 10,000 foot drill program. NPG announced on April 19th, 2004, that they started drilling AmadorCanyon, so results may be in soon.


    At one time, this silver project was owned by Sunshine Mining, one of the three very large silver companies in Cour d'Alene. The other two companies are Hecla and Cour d'Alene. This goes to show that a major silver miner was interested in the Amador Canyon silver project.


    Second, David Hottman said that the value of the company lies mostly in the many gold properties in Nevada. He told me that perhaps 90% of the value of the company was in the 10 gold projects, and only about 10% of the value of the company is in their large silver project.


    Now, I'm a silver bug, and believe silver is far undervalued as compared to gold. I want silver investments, and leverage to silver, I don't want gold investments. Since silver is so cheap, this creates a situation where actually mining silver is generally not profitable. And so, in this environment, silver properties, if you can find them, are cheap, and undervalued--and perhaps undervalued even by David's own assessment that this project might represent about 10% of the value of the company.


    I don't normally include companies on my silver stock list if they have such a small portion of the value of their company in silver. Nevertheless, I have invested in NPG, and I put it on my list, because the exploration potential for Amador Canyon seems so large to me, in terms of the potential cost for investors in NPG to acquire those resources in the ground by buying shares of NPG.


    Doing the math, it works out like this: If you divide the market cap of $34 million dollars for NPG, by the potential silver resources of 200 to 1000 million ounces, you might pay from $.034 to $.17 per ounce of silver in the ground when buying NPG stock. And this does not even include all the gold properties!


    Admittedly, NPG does not have "silver resources" as defined by Canadian guidelines, 43-101. To qualify for that, multiple rounds of drilling need to be evaluated and calculated by a qualified geologist. At the present time, NPG is still awaiting the results from the first round of drilling at Amador Canyon, so although drill results are expected soon, a 43-101 qualified resource calculation is not yet in the works.


    I know there are increased risks since there are no measured and defined resources. But this is why I like Nevada Pacific Gold. They also have all those gold properties, which I look at as a measure of safety and increased diversification.


    Since I invested in NPG about 35 weeks ago, they have done one very large private placement for about $7.8 million Cdn in January, 2004. They used most of this money to acquire a gold-producing property, the Magistral mine in Mexico, which will give the company a positive cash flow. The price for the Magistral was $8 million, U.S., so there remain a few more payments to complete the purchase.


    NPG is increasing production at the Magistral gold mine to where it can produce 40,000 ounces of gold per year at a cash cost of US$250/oz. It has an 8-year mine life. At $400/oz., and cash cost of $250/oz., 40,000 oz. works out to $6 million, U.S. per year.


    Although this is an outstanding return in its own right, the purpose of this cash flow is to take the profits and use them to further develop their many big gold properties in Nevada.


    Nevada is the location of huge gold deposits, and many major mining companies have their projects there, such as Placer Dome, Newmont, and Barrick. The state of Nevada produces about 8 million ounces of gold per year, which is exceeded only by South Africa and Australia. The Carlin Trend in Nevada is said to be the second largest and richest gold mining area after Witswatersrand in South Africa, and has produced 50 million ounces of gold up to today, and is said to still contain 100 million ounces of gold. Furthermore, politically, Nevada is very friendly to mining, and is probably one of the safest locations on earth to mine gold.


    The Magistral gold mine in Mexico is an outstanding return on shareholder's investment in the recent private placement. Can such returns really be true? I believe they are, because there have recently been many other acquisitions in Mexico by other mining companies such as PAAS, SSRI, and other juniors that also work out to exceptionally low P/E ratios such as from 1 to 3. See also Genco, Endeavour Gold, and Avino.


    Not everybody can be a mining expert and travel to Mexico to scout around for under developed mining projects. I'm not. But I can spend the time on my computer, and invest in the companies run by such professionals, and take advantage of the opportunities they bring to the investing public.


    Just this evening, while writing up this report, I noticed that NPG optioned another gold/silver property in Mexico that, typically, "has seen no exploration using modern methods."


    David Hottman, Chairman of Nevada Pacific Gold, is a mining professional that I trust, because he's already been involved with success. David Hottman was a founding member of Eldorado gold. "During his tenure, Eldorado's market capitalization grew from Cdn $7 million in 1992 to a peak of Cdn $781 million in 1996." Eldorado is now a strong mining company that trades on the AMEX under the symbol EGO, with a market cap of $650 million, with a recent high of $992 million at the end of 2003.


    In addition, Richard Barclay, CEO, has a similar track record of success in the mining industry, as founding President and CEO of Eldorado Gold Corporation.


    Nevada Pacific Gold has come a long way in the last 35 weeks. To recap, they raised $7.8 million Cdn, acquired a producing gold mine with significant cash flow, and are now drilling Amador Canyon.


    Whether the share price will go up or down in response to the drilling results at Amador canyon, I expect that Nevada Pacific Gold will ultimately continue to grow and be a success.


    Finally, this brings me to one of my most important considerations. What is management's view on silver? On June 1, NPG announced in a press release, "Silver will now be stockpiled for the foreseeable future." This is outstanding! I asked David about this, and it's only a small amount of silver, perhaps 50,000 ounces. However, this shows that management understands the silver story very, very well. Actions speak volumes, and this means the company will not hedge. It also shows that NPG believes that silver functions as money, as a store of value, better than paper cash!


    In conclusion, please be cautious about excessively bidding up the price of a stock after you read an article on the internet. I own shares of NPG, and NPG has not paid me to write this article. Therefore, one of the ways I will be compensated is by a rising share price, and my shares are all free trading with no hold period. Always view the company website, and call the company first, to confirm any information you read, and to get the latest information.


    Contact:
    http://www.nevadapacificgold.com
    (604) 646-0188 David Hottman
    dhottman@nevadapacificgold.com

  • Nevada Pacific Gold Ltd. WKN 929 971 ISIN CA6413981029 NPG

    Hallo Gold- und Silberfreunde


    Wollte mit Euch Nevada Pac analysieren.


    - haben hervorragendes Management und hohe Reserven.


    Was sagt Ihr ?







    NPG.V NVPGF.PK (NEVADA PAC GOLD) (I own shares)
    http://www.nevadapacificgold.com/
    dhottman@nevadapacificgold.com (604) 646-0188 David Hottman
    43.9 mil shares fully diluted (April 2004)
    + 9.3 mil shares fully diluted in the June 25th private placement
    53.2 mil shares fully diluted (June 25, 2004)
    @ $1.01/share Cdn x .76 US/Cdn = $.77 US
    $41 mil MC
    $2.8 million cash (April 2004)
    Amador Canyon Silver Project: 50-250 mil tonnes
    silver grades average 4 oz. sil/ ton in the deposit
    = 200 to 1000 mil oz. silver????? --very speculative at this point. Drilling needs to be done.
    $41 mil MC / 200 mil oz. = $.20/oz.
    $41 mil MC / 1000 mil oz. = $.04/oz.


    Additional comments: On June 22, I wrote an article about Nevada Pacific Gold.


    Nevada Pacific Gold Ltd.: High Grade Gold Intersected in Core Drill Hole at Limousine Butte - CCNMatthews July 7


    Excerpt: Core drill hole RRC04-07, includ[ed] a 90 foot intersection averaging 0.176 ounce per ton gold.


    That's nearly 1/5th of an ounce of gold! At $406/oz., 0.176 ounce per ton is $71/ton, over 90 feet! If that was silver at $6.50/oz., that's like 11 ounces of silver per ton, which would be huge, somewhat like what IMA Exploration found in Argentina! Of course, gold is not as good as silver in my book, but still, that's a substantial find.


    The 200 to 1000 mil oz. of silver exploration potential estimate for the Amador Canyon project is based on the size of the area, which may provide between 50 and 250 million tonnes of ore, times a low grade of 4-6 ounce per ton. 50 mil tonnes x 4 oz/tonne = 200 mil oz., the low end of the target range. 250 million tonnes x 4 oz/tonne = 1000 mil oz., the high end of the range. That target range is the expectation that the geologists are hoping the drilling will prove up. It will likely take several rounds of drilling and analysis of drill results to get a proper resource calculation, and plenty of time.


    NPG.V has 10 gold projects, and one silver-but it may be big. The Chairman, David Hottman, says that 90% of the value of the company is in gold, NOT silver, and yet, I'm buying this company for the silver project of Amador Canyon only, and as if the gold componant was worth nothing. (The gold projects are a free bonus, in my book, and help to alleviate the risk of this explorer.)


    Explorer in Nevada. They do not really know how much silver they might they have in the Amador Canyon project. They just did a $2.5 million private placement, and another $10 million private placement in late November. On the website, for David Hottman's bio, it says he was a founding member of Eldorado gold. "During his tenure, Eldorado's market capitalization grew from Cdn $7 million in 1992 to a peak of Cdn $781 million in 1996." Please note, exploration is risky, and costly.


    Now that they are well-capitalized with over $10 million dollars, this company will likely do very well as they drill and prove up the deposits across all their properties.


    I own shares of NPG.V

  • Expatriate - Silber und Zink

    Wer von Euch kennt sich mit dem Wert aus ?


    Sieht hoch interessant aus. Erfahrungen, Ideen,


    Die Assets sollen 2 MRD wert sein , Inbetriebnahme 2007,


    100 Mio Unzen Silber


    Marketcap, 20 Mio







    EXR.V EXPTF.PK (EXPATRIATE RECS)
    http://www.expatriateresources.com/
    info@expatriateresources.com 1-877-682-5474 Dr. Harlan D. Meade, President and CEO
    118 mil shares fully diluted June 2004 (including July 22 financing at .25/share Cdn)
    @ $.24/share Cdn x .76 US/Cdn = $.18
    $21.5 mil MC
    $1.2 mil CAN capital in the tilll no debt.
    Mostly a base metals company: Zinc. Also has some silver & gold.
    6 properties. Most of the value is concentrated in the 100% owned Wolverine Project.
    Total mineralization across 6 properties: 97.2 mil oz. silver, 565,000 oz. gold, = 103 mil oz. "silver equiv."
    3.8 million pounds zinc, also some copper and lead.
    $21.5 mil MC / 103 mil oz. silver = $.208
    You get "approx" 31.4 ounces in the ground for 1 oz. silver's worth of stock.


    Additional comments: Significant zinc bonus, about 3 times the silver value. Smelter credits are estimated at about 60% zinc, 25% silver, 10% gold and copper, and the rest, other minerals, but that assumes old low prices for silver, about $5-6?/oz. My method of valuation puts a value on the silver only, not the rest, so this is a significantly better value than my number shows.


    Call Dr. Harlan D. Meade, President and CEO 1-877-682-5474, and ask him to send you an information packet on EXR.V. It contains a good report on why he is bullish on both silver and zinc.

  • Afrikander Lease

    Wie geht es weiter mit Aflease ?


    Avgold hat seine Anteile auf 33% hochgefahren + Aflease sitzt auf 11 % der weltweiten Uranreserven.



    Was habe ich uebersehen ?


    Gruesse, Newtechxl

  • Silberaktien

    @ Zeitgenosse


    Schau Dir mal die Silberanalyse von der BW Bank an! Sehr informativ.


    Kursziel 15 - 20 Dollar


    - es wird zuwenig Silber produziert


    - es ist heute schon nicht genuegend physisches Silber am Markt vorhanden


    - Sehr interessant sind die Analysen von David Morgan einer der wenigen Silberanalysten


    - Der Report von Hommel kann Dir einen Ueberblick verschaffen


    - Silber hat das Zeug zum Jahrhundertinvestment




    Gruesse, newtechxl








    Q. Over the near- and mid-term, how do you expect silver to perform?
    James Turk: I'm very bullish, on the near-term as well as from a long-term point of view. In gold, I'm looking for something over $400 in September or October, probably $435. For silver in the same kind of time frame, I'm looking for about $6.00 to $6.50.
    Jeff Christian: We think the price is going to rise over the next year or so. Around $5.25 by the end of the year and maybe on the order of $5.50 by the end of next year. Maybe even much higher.
    Ian McAvity: I do expect to see that level $5.15 to $5.25 penetrated in the months ahead.
    Jim Rogers: I do not really know. Both (gold and silver) have large negatives. I am very bullish on raw materials and own some of both gold and silver. Other raw materials will continue to outperform both as they have for several years
    Jim Dines: I'm looking for a tremendous bull market in silver. I expect the old high of $50 to be penetrated and well exceeded. There's just not a lot of silver around. You're getting some very big money coming into it, and you're already seeing some spectacular percentage moves in stocks like CDE and Hecla. The silvers are in a raging bull market and it's ahead of the bullion.
    Frank Holmes: We feel silver can probably trade $8 to $9 an ounce.
    Bill Murphy: Pretty soon, we're going to get a spike. We might see it move $1 in a day. I could see a quick spike up to $7.50 in the months to come. I would see silver at least $20/oz over the next couple of years.


    Q. Is there any logical reason why silver should make such a big jump?
    David Morgan: Silver is a smaller tighter market. It's not followed. All you need to move the silver market to about $8 in three days is for Barton Biggs to say that silver is the most undervalued commodity on the planet.
    Frank Holmes: The most significant factor is China, based on the fact that China recently turned positive on zinc. They've been net sellers of zinc. Silver and zinc are quite often combined metals, along with gold and silver. There's a shortage of inventory, basically.
    Jeff Christian: The market is less liquid. There are fewer bullion dealers and banks in the market. There seems to be less physical metal around so that the same kind of event (terrorism) today should be expected to have a more powerful, upward impact on the price.
    Jim Dines: Silver has been in a major bear market for 2 decades. Adjusted for inflation, at these prices, it's probably free. Silver will follow gold into whatever heights it goes to
    Louis Paquette: The long term charts have begun to turn positive: big long saucer bottom that is now starting to break out and follow gold. The chart of silver looks like gold did in 2000-2001. Very same kind of pattern, making ascending triangles, breaking out to new levels, making higher lows after making highs.
    James Turk: The gold-to-silver ratio normally falls in precious metals bull markets. Silver tends to outperform gold.
    Ian McAvity: There's a great deal of speculation that, within the not too distant future, the Chinese currency may be revalued against the dollar. The net result being a lot of Chinese people that are looking for all sorts of alternative ways to get rid of their dollars before that revaluation takes place.


    Q. The Gold to Silver Price Ratio has been up and down the charts, over the past twenty years. The ratio is calculated by dividing the price of gold by the price of silver. As we went to press, that ratio stood around 73. What should we expect in the near future?
    James Turk: You have a strong reaction down from that peak at 80 to the present level, which suggests that it's a top. My guess is that as we go forward from here, you're going to see the ratio move back towards 60.
    Jeff Christian: The ratio is probably too high. We think that silver is a better investment, or has a better chance of price appreciation, over the next 3-12 months than gold does.
    Ian McAvity: Over time, it should reach 40. The actual average since 1900 is 39.1. In Bunker Hunt's time, it got as low as 15 to 1.
    Jim Rogers: Yes, but there have been long periods in history when it was 16 to one. I do not put much stock in the ratio since the world has and is changing enormously. I know the mystics find the ratio important, but I ignore it here in the 21st Century.


    Q. Will there be any sort of correction, or dip, into which investors can capitalize on a downturn from the recent frenzy in the precious metals rally?
    David Morgan: The sentiment is pretty strong. There's a little bit of silver and gold fever in the air. The underlying equities in all the mining shares, both gold and silver, are overvalued relative to both metals. Although the metals are remaining in those tight consolidation areas, the underlying equities could correct. Silver might correct to a low of $4.65.
    Ian McAvity: Gold mining shares have been on a tear as of late. Silver, in a sense, is a little bit behind. It's been tracing out a series of rising lows, but it hasn't really been able to go through the $5.15 level with much conviction.
    Jim Rogers: There is still a lot of bullishness among gold bugs which has never fully dissipated. Silver has the problem that it is being replaced in photography by digital technology plus there are still the huge inventories [especially in India, east Africa, etc].


    Q. There has been a lot of talk about China and their impact on the price of silver. Why is that?
    David Morgan: The Chinese stopped being a net buyer in 1997. After 1997, they became a net exporter. There's more interest in China and that will spill over to the Chinese. For the average Chinese, silver is still affordable, or at least, more affordable that gold would be. They've a long history of valuing silver as money.
    Frank Holmes: China reminds me of Japan in the 1960s, when they started taking off, for all basic commodities. It will affect silver because they will start buying everything.
    Ian McAvity: There's no question that China has a long history in relation to silver. If you go back to the 1880s, you'll find that almost all of Mexico's silver production was going to China for their coinage. In this day and age, China is the only place on the planet that is currently undergoing a complete industrial revolution within one generation.


    Q. Is it too late to invest in silver stocks?
    Louis Paquette: Gold stocks are up 200, 300 and 400%. Silver is just lagging, as far as I'm concerned. That's where it's a great opportunity. Where we have verification there's a bull market in gold, silver has lagged. It's as cheap as it's been, while it was creating this base over the last 5-7 years. It gives you an opportunity to jump on now for accelerated profits.
    David Morgan: The next phase (of the bull market in precious metals), the smart money and the smart public money start coming into the market. That's the phase we're witnessing now. We could see the public coming onboard more and more into both mining equities and metals over the next three to four years.
    Jim Dines: The fact that gold mining shares have been vastly out-performing their bullion suggests to me that we are going to see a big rise in the silver mining shares. I'm looking for a tremendous year, the remaining part of this year, and well into next.

  • Silberaktien

    Zeit weitere Silberaktien zu kaufen ?


    Silberpreis zieht an, aber Silberaktien noch nicht .


    Was meint Ihr ?



    Meine aktuelle Kaufliste:


    Nevada Pacific
    Cabo Mining
    Cream Minerals
    Expatriate
    Silvercrest
    Mines Management

  • Musterdepot Newtechxl

    @ Warren


    hast wohl recht mit Randlastig . Leide im Moment auch darunter.


    Habe zum Glück noch eine Menge Silber Quantos vor zwei Wochen gekauft.



    Weiterhin suche ich noch ein paar Silberaktien zur Ergänzung.


    Grüsse, newtechxl