Wenn sie pünktlich sind, kommen übermorgen die zahlen.
Also da bin ich echt gespannt, wieviel sie verdienen.
0,05 wär schoo schee......
Im übrigen brummt das Drillinggeschäft nach wie vor........
Beiträge von Tschonko
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Hallo Lucky,
"save the sunshine" gibt es schon seit fasdt 2 Jahren nicht mehr.
Wurde aufgelöst.Aber es gibt eine neue "save the sunshine"
http://www.google.de/search?q=…&rlz=1B3GGGL_deAT219AT220Also bei SRLM ist imo alles ganz normal.
Wieso soll die steigen, wenn da probebetrieb läuft. Da sind viele unsicherheiten drin bei so einem betrieb, da steigt doch kein Großer ein?Zuerst die Meldung, wieviel sie in 3 monaten geschafft haben,
dann etwas später, wieviel das gekostet hat.Passt das, dann fliegt sie.
Um die 3 $ kann man die immer kaufen...Schaut euch mal die warrants an, das hilft meist weiter.
Glaub kaum, dass sie zum jetzigen Zeitpunkt ein Übernahmekandidat ist.
Weiters glaub ich nicht, dass da zu viel geshortet wird, dazu ist fast zu wenig Umsatz, also sehr riskant................Für mich ist da alles ok.
Grüße
TschonkoPS: FR.TO hat heute an die 5 geklopft.....
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Liberty,
das hoff ich auch.
Wissen möcht ich, warum die überhaupt so gefallen sind........Unverbesserlich wie ich bin, hab ich heut bei EXM noch mal kräftig zugelangt.
Da will ich es mal wieder wissen.....
Ächz............................meine größte minusposition.Jetzt am 9.3 kommen noch mal 5 Mille warrants, dann dürfte der Spuk vorbei sein.
http://www.exmin.com/investors/stock/Man schau sich auch die Präsentation von Jan 08 an
http://www.exmin.com/_resources/EXMIN_PRES_V8.pdfBesonders die Seiten 2 u.5. Maps 3 u. 4 gehen mit
Daraus S. 27:
INVESTMENT SUMMARY
Extraordinary portfolio of district scale projects in areas with historical production
Joint ventures with world’s first and fourth largest silver producers and aggressive juniors
30% of 3000 ton per day gold-silver mine
Advancing numerous 100% owned projects with near term potential for large resources
Drilling on multiple targets in 2008
Ongoing exploration program for high quality
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Milly, zyss,
die Gurken fliegen erst am Schluss......Great panther geht erst heut so richtig ab.
Gratuliere denen, die drinnen sind. ich war etwas zu gierig heute in D.Mich entschädigen die 50% Gammon in einer Woche....
Orko nun doch schon für miami mit der Meldung:
Die martha wird immer fetter.........
http://biz.yahoo.com/ccn/080227/200802270444740001.html?.v=1Auch sehr schön Minefinders
Die Dolores wird auch fetter. Heißt noch längeres Minenleben
http://biz.yahoo.com/iw/080227/0367677.htmlUnd Silverstone zeigt auch Reaktion auf POS
Grüße
Tschonko -
Hab ich vergessen gestern:
die Orko Präs. vom 30.1. für die messen im Frühjahr...man beachte u.a. die Seiten 4,7,10 und 11.
Da sieht man dann auch die Avino Mill.
Nicht ganz von der hand zu weisen wäre, wenn sich OK zur Produktion entschließen sollte, was sie ja nicht wollen........
schreibt´s den satz selber weiter....... -
qbobelle,
du bist ein wahnsinn
Woher kennst die alle?da hat´s der hunt² schon besser
jedenfalls war der Hommel in letzter Zeit sehr gut.
DAU,
das ist ja mein Problem, dass ich schon seit Jänner bullish bin ......
irgendwann kriegt man dann Recht.Aber es war schon letzte Woche zu sehen.
Außerdem läuft jetzt Miami und am Wochenende Toronto, die größte weltweit.
Es gab ein paar Merger
und die Übernahme von Independence von Hecla.
da sah man, dass es sich auszahlt, wenn man die Kleinen hält (aber nur, wenn sie übernommen werden!)heron,
ja, weil der panther ist in die Tiefe vorgedrungen, das sind gute Ergebnisse.
Nur, haben die oben nicht noch wasser?EDR: das passt auch, gefällt mir gut, aber ich hab halt FR.
Silvermex mit PP
http://biz.yahoo.com/ccn/080226/200802260444587001.html?.v=1Bei Orko steht die neue Resourcenschätzung an im März.
Wahrscheinlich bald nach Toronto veröffentlicht.
Und die kann nicht schlecht werden, darum steigt sie.Scorpio will´s wissen:
http://biz.yahoo.com/cnw/080226/scorpio_stockpile.html?.v=1Aurcana zieht auch an nach dieser Meldung
http://biz.yahoo.com/ccn/080226/200802260444487001.html?.v=1Also, es tut sich was!
Da kommt man ja mit dem Lesen nicht mehr mit, was ja für das Verstehen ja auch nicht gerade förderlich ist.Grüße
TschonkoPS: Wenn wir schon beim Raten sind!
Wer wird übernommen?
Kandidaten in strategisch wichtiger Lage mit guten Resourcen.
Die Produzenten sind ja schon sauteuer.
Kimber: damit sich mal was rührt...
Avino: Mill und umzingelt von Minen
Orko: wenn sie genug oz beisammen haben -
Danke bobelle für´s Wühlen!
Vakue, die werden fallen.
Artikel dazu:
der weist auch auf die shares hin (siehe letzter Absatz!)http://www.resourceinvestor.com/pebble.asp?relid=40750
Golden Value Down Under
By Ben Abelson
25 Feb 2008 at 10:42 PM GMT-05:00CHICAGO (ResourceInvestor.com) -- When your entire firm is created out of the forgotten mines of Goldcorp, chances are you've got a decent chance to build a future.
After conducting a massive equity financing, Peak Gold Mines [TSX-V:PIK], purchased the Amapari mine in Brazil and the Peak Mine in Australia last spring from Goldcorp, which was in need of cash for capital expenditures for its much larger projects. While Amapari and Peak were once the building blocks of Wheaton River Minerals, both mines had fallen below the radar of Goldcorp and its massive development plans at Penasquito.
After the deal the shares of Peak Gold promptly spent the next five months losing 50% of their value, as the market lost confidence in the mines' future.
With a market cap of about C$350 million, C$180 million of which is cash in the bank, Peak's current 2 million ounces of resources are being valued at only about US$90/ounce, among the lowest multiples you'll see for a producer (even a small one) with several solid years of mine production left.
Speaking at the BMO Global Metals and Mining Conference on Monday, new CEO Bob Gallagher spoke about the strong development future of the company's two projects - and his willingness to make deals for operating projects in the 100,000-150,000 per annum range.
The underground Peak Mines in Australia is likely the more secure mine going forward, with annual production of 100,000 ounces at cash costs in the mid-$350/ounce range (net of significant copper credits). Although only a 460,000 ounce resource base is left at the property, the mine's owners over the past 15 years have been remarkably successful in continually finding and extracting new economic reserves (which shouldn't be especially difficult in the current price environment).
Amapari in Brazil is the likely project with the most organic upside potential going forward. The company has already claimed to bring cash costs down from $500-plus to an annualized range in the low $400s in the past six months through more efficient operations.
Going forward, Peak hopes to juice the production from the current 100,000 ounces to as much as 300,000 ounces per year through the implementation of a CIL plant to increase recoveries and the eventual processing of sulphide ores. However, whether this comes about is highly uncertain and dependent on the future exploration results at the project. A decision on the CIL plant, which is hoped for before the end of Q1, could be a catalyst for the shares in the near future.
Most importantly, though, is Peak's ability to create value-additive acquisitions with its massive cash horde, a stated goal of management. Given that legendary mine financier Ian Telfer serves on the company's board, this resource investor has considerable confidence in the company's ability to get a sensible deal done within the year (one deal that was close to completion in the fall fell apart in November). As Peak adds operations, chances are investors will get more comfortable with the company's future.
Peak currently trades at C$0.60, and while the shares' upside could be limited by an astounding number of warrants on the market at C$0.75 (about 150 million on a current share base of 550 million) and at C$0.90 (another 75 million), the fact remains that the shares remain abnormally cheap - especially given expectations of an accretive deal coming to bear.
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Northgate Completes US$257M Deal for Perseverance in Australia
By Romina Maurino
19 Feb 2008 at 10:41 AM GMT-05:00TORONTO (CP) -- Northgate Minerals Corp. [TSX:NGX] has completed a US$257-million acquisition of Australian miner Perseverance Corp., giving the mid-sized Vancouver firm several more years' worth of resources as its only other producing asset, the Kemess mine in B.C., begins to wind down.
The all-cash deal also gives Northgate its first international presence and is expected to lead to more than 400,000 ounces of unhedged gold production in 2008.
Perseverance has an expected 200,000 ounces of annual gold production from two mines in the Australian state of Victoria and holds 7,700 square kilometres of exploration properties.
The new mines will add much-needed reserves to Northgate, following a B.C. environmental panel's decision in September that an expansion at Kemess North should not be allowed because of ''adverse environmental, social and cultural effects.''
''We're near the end of Kemess's mine life, with about three years left now,'' chief financial officer Jon Douglas said in an interview Monday.
''Any 12-year mine that you can have is a good mine life, but all mines eventually deplete,'' he said.
While Northgate would ''have loved to have Kemess North go ahead because it makes very good use of our existing infrastructure there,'' Douglas said, the company would had done the Perseverance deal ''regardless of whether Kemess North had gone ahead or not, simply because we wanted to be more than a one-mine company.''
''These were assets that were fairly priced but that there was a lot of upside to them,'' he said.
Northgate is hoping to increase reserves and efficiency at the two new mines.
''In terms of reserve life, one of these mines has about a seven-year reserve life and the other has about a three-year reserve life,'' Douglas said
''We're hopeful that we can add significantly to the reserve life of both mines by spending exploration dollars that (Perseverance) really didn't have to spend, and hopefully we can make them both more efficient.''
The company hasn't announced an exploration budget yet, other than to say it will spend ''significant dollars'' there. An update is expected when the company releases its quarterly results on March 31.
The friendly takeover is to being paid for out of Northgate's cash on hand and will leave it still holding US$105 million in cash.
Northgate plans to get started immediately after talking control of the mines Monday, with CEO Ken Stowe in Australia to oversee the deal's completion.
''Our targeted objective has been significant production growth in stable jurisdictions, and the Perseverance transaction is exactly that,'' Stowe said in a statement.
''We are now an unhedged, multi-mine gold producer with three fully permitted operations in Canada and Australia, with combined production of over 400,000 ounces of gold expected in 2008.''
The takeover deal was announced last October and subsequently approved by Perseverance security-holders. The combined company will have 2.3 million ounces of proven and probable gold reserves and 250 million pounds of copper reserves.
The company is also working to develop its Young-Davidson property in northern Ontario into a mine by 2011 and is doing some exploration in the area around the Kemess South. It halted all work on the Kemess North project and took a $32.3-million hit in the third quarter after writing down that asset.
''If you looked at the future of Northgate, it's Young-Davidson and it's Australia. And certainly when we're looking at mining jurisdictions that we like - Ontario, Quebec, Australia, certain jurisdictions in South America - all those are placed that we would feel very comfortable operating in,'' Douglas said.
''As we look to the future, we'll look to those jurisdictions first.''
Northgate shares were untraded on the TSX Monday as markets were closed for a provincial holiday. They closed last Friday at $2.95, up six cents or 2%.
Copyright 2008 The Canadian Press
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Nachtrag zu Yale:
dieser bericht http://www.miningmarketwatch.net/yll.htm
ist ausgezeichnet.
Nur das JV mit Impact in zacatecas bleibt unerwähnt.Urique gehört noch immer Exmin.........
Aber die Ampel auf Grün bei Verde........
Diese Art Companies erfordern viel Geduld......
aber das weiß eh ein jeder, oder? -
Zitat
Original von Liberty01
Andererseits könnte eine Korrektur bei POS/POG zu einer erneuten Korrektur bei den Minen führen.
Also das sicher nicht.
Minen werden noch in den Rückgang steigen.
Vorher müssen sie dies aber erst!Rally hat doch schon letzte Woche begonnen.......
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@bobelle,
find ja keine g´scheite sharestructure.
Und Sedar lesen g´reit mi net heit.Jedenfalls findet man auf der sehr guten homepage nur 2 Arten warrants.
Nur wie haben die die 500 Mille finanziert. Nur durch die IPo?
Hält G eigentlich noch einen Anteil?Präs. 08: http://www.peakgold.com/_resou…ate_presentation_2008.pdf
mehr Info, weniger farbe.....
Die laufen jetzt mal sicher auf 0,8
Merger: klar, die wollen ja was mit minimum 100000 oz
Ich steh mehr auf Hecla - Independence..........
Grüße
Tschonko -
Mir gefällt sie auch sehr gut.
Man muss aber hier bedenken, dass nach den Zahlen Mitte März (wette, die werden gut! :D) diese warrants frei werden.Peak Gold announces completion of $110 million private placement of special warrants
Wednesday November 28, 6:37 pm ETVANCOUVER, Nov. 28 /CNW/ - Peak Gold Ltd. (PIK:TSX-V) announced today that it has completed its previously announced private placement of special warrants raising gross proceeds of $110,792,500. The special warrants, as well as the common shares and warrants issued upon exercise thereof, are subject to a four-month hold period under applicable Canadian securities laws which expires on March 29, 2008.
This news release does not constitute an offer to sell or a solicitation of an offer to buy any of the securities in the United States. The securities have not been and will not be registered under the U.S. Securities Act or any state securities laws and may not be offered or sold within the United States or to U.S. Persons unless registered under the U.S. Securities Act and applicable state securities laws or an exemption from such registration is available.
Außerdem haben sie sehr viele shares heraußen und jede menge warrants/options.
Das sollte man einfach miteinbeziehen in den betrachtungen......Grüße
Tschonko -
Ein Bericht zu Yale:
http://sectornewswire.com/release022208yll.htm
Yale's La Verde Project is host to several known historical deposits that have seen limited production, including Yale's La Verde Grande Copper Mine which contains a historic resource deposit. La Verde will provide Yale investors with plenty upside investment potential in 2008 with a planed drill program and continued exploration.
Yale now has highly mineralized drill-ready targets on several fronts, including their Urique Project which has yielded samples averaging 10.6 g/t Au, 453 g/t Ag with significant values of as much as 10.6 g/t gold and 8,290.0 g/t (or 241.5 ounces per ton) silver from 10-40 centimetre wide veins [See Feb 6/08 Release]. Sampling within the altered andesite at Uriue has yielded gold and silver values of as much as 0.2 to 0.3 g/t gold and 5.0 to 41.0 g/t silver suggesting that the El Rosario area has the potential to host a bulk tonnage open pittable resource..und hier der ausführliche Bericht mit genauer Einschätzung:
http://www.miningmarketwatch.net/yll.htmGanz interessant ist der Blog von Greg Silberman:
http://blog.goldandoilstocks.com/wird von goldseiten auch fallweise ins Deutsche übersetzt:
http://www.goldseiten.de/conte…/artikel.php?storyid=6566
Unbedingt lesen!Danke Auratico für das Einstellen von Szabo, der eine 50/50 Chance auf einen noch größeren washout sieht.
Der kommt sicher, aber ich hoffe nicht in den nächsten 6 wochen.
Sehe eher eine 70/30 Chance, dass er nicht kommt.Werd noch ein paar Argumente sammeln dafür.
Silberman hat ja schon eines geliefert.
Grüße
Tschonko -
Guter Artikel zu Formation auf http://www.minesite.com/minews/news.html
Bin neugierig wir sie das finanzieren.
Big Creek ist ein zusätzliches Plus.Construction Set to Begin at Formation Capital’s Cobalt Mine In Idaho
By Christian GradleyConfucius taught: plan ahead or one will find trouble on the doorstep. He would have been proud of Mari-Ann Green, chairman and chief executive of Formation Capital. For Formation July will mark the end of five years’ worth of meticulous planning - planning that has so far allowed it to weather the present market, withstand permitting delays, and, with cobalt hovering around US$50 per pound, that has allowed the company to get into a strong position to capitalize in the very near future. With construction set to begin around July and production scheduled for late next summer, Formation looks ready to impress, and the doorstep looks fairly clear.
The company is presently in the last leg of the permitting process at its 100 per cent owned Idaho Cobalt Project, and consequently Mari-Ann Green is convinced that “2008 is Formation’s year.” Permitting was begun in 2001, but slowed due to cash shortfalls. In December 2003, benefiting from a large cash injection, the project was firmly set back in motion. Since then the company has spent approximately US$15 million to get to this stage in the permitting process. At present, the project is awaiting the finalization of an Environmental Impact Statement set to be completed by May, after which a record of decision (ROD) is expected. Green says that “with a favourable ROD, construction can begin immediately.”Cecil D. Andrus’ appointment to Formation’s board of directors could certainly assist in this final permitting push. Andrus, the previous four-term Idaho governor and a former U.S. Secretary of the Interior, is known in Idaho for his integrity. He’s stated that he will do all that he can to ensure that permitting will be completed promptly. With a well respected governor on its side, pledging to carry the word to Washington on the national importance of the project, Formation can afford to look past permitting to construction.
Construction is set to begin in July or August and will take twelve to fourteen months to complete. The company has designed its Idaho Cobalt Project with efficiency and cost effectiveness, in mind. A tramway will transport all ore and waste rock from the minesite to the processing area, keeping truck transportation to a minimum. Once refined, the material will travel 200 kilometres north to the company’s Big Creek Hydrometallurgical Complex. Green is eager to get to work on refitting the Big Creek for super alloy grade, high purity cobalt metal refining, as construction will not stop the third party silver refining that is presently generating the company steady revenues.
Once in production Formation will become one of only three companies in the world making super alloy grade, high purity cobalt metal – and the sole company in the North America. From its bankable feasibility study, with a cobalt metal price of US$46.25 per pound discounted by 7.5 per cent, Formation estimates that the project has a net present value of US$468.32 million and delivers an internal rate of return of nearly 75 per cent. With these numbers it’s no wonder that Green has encountered a high level of interest while organizing financing. Green says that Formation is “planning to issue a high-yield note for most of the US$138.7 million” required to finance the project. With a former Idahoan governor on its side, good numbers in the feasibility study and the cobalt price hovering at around US$50 per pound, the only trouble that might show up on Formation’s doorstep is the possibility of a cobalt surplus, as predicted by Credit Suisse. And you can’t plan for that, however much Confucius you read.
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Schock, dem will ich mich anschließen.
Neben Fieldex stieg auch UC.V in den letzten tagen.
Die Coronada von Hommel machte gestern 40% (siehe weiter oben)
Hier gab es vor 2 tagen ein super ergebnis, die über 300% an einem tag ergaben. gestern 22% zurück.
http://finance.yahoo.com/q?s=OPW.TO
Ein sehr interessantes Gespräch kann man sich in diesem Bericht von Baby Bulls aufrufen.
(Siehe Beitrag). Sollte man sich anhören, besonders Teil 2 und 3.Eastmain (ER.TO) hat ein Goldcorp JV in Quebec.
Bei Golden Goliath (GNG.V) ist Agnico mit 14% und Sprott mit 185 dabei. http://www.goldengoliath.com/index.html
MC: 15 Mille
Ähnliche Situation wie bei Silvermex.Golden Goliath Resources Ltd – February 22, 2008
Golden Goliath Resources (GNG:TSX-V) - CEO Paul Sorbara Chosen as Panelist on the Korelin Economic Report + Take a Virtual Tour of the San Martin Mine with Google Earth
Golden Goliath’s CEO, Mr. Paul Sorbara was featured as a panelist on the Korelin Economic Report hosted by Al Korelin during the recent Cambridge House resource/metals conference in Phoenix, AZ. During the panel discussion, Paul joined Greg McCoach, editor of The Mining Speculator, Roger Wiegand, editor of Trader Tracks and Don Robinson, President of Eastmain Resources for a lively discussion on the current state of the junior mining industry and prospects for their respective companies. Paul fielded a number of questions regarding Golden Goliath’s operations (which include a recent gold/silver/lead/zinc discovery of 21 meters of 7.1 gram per tonne gold equivalent at their San Martin Mine target in the Uruachic Camp property located in the Sierra Madre mountains of Mexico), as well as their aggressive exploration strategy scheduled for the balance of 2008. We have included links to the applicable audio segments of this panel discussion below for your review.
Golden Goliath possesses all the prime attributes we look for in a mining group poised for explosive growth, and looks to be very well positioned to take advantage of the present precious metals bull market.
Here is a list of what we see as the Company’s primary value drivers:
· Golden Goliath has a massive land package of highly prospective and historically prolific gold/silver properties within their district sized Uruachic Camp property acquired at a very low cost
· They have “Senior” mining partners such as Pan American Silver Corp. (PAAS:NYSE - $2.8 B Market Cap) and Agnico Eagle Mines LTD (AEM:NYSE - $8.8 B Market Cap) as well as anchor investors on board including Sprott Asset Management.
· Golden Goliath assembled their properties over a long period of time with a very thorough knowledge of the historical production capabilities of the underlying properties.
· Golden Goliath’s CEO is also a qualified geologist that has many years of direct exploration experience in the Sierra Madre region of Mexico with major companies such as Cominco (now Teck Cominco).
· Golden Goliath is well capitalized (approx. $5 million cash in the bank) at this time which will allow them to continue their aggressive exploration drill program thru 2008 and possibly into 2009.
· Golden Goliath has a very low overhead and is putting their capital into the ground in an aggressive drill campaign to extend their recent discovery at the San Martin mine (21 meters of 7.1 gram per tonne gold equivalent) and bring new discoveries to the forefront.
· Golden Goliath has an excellent capital structure and has done a good job of conserving their share capital. An extension of the current discovery could reward shareholders quickly at this level.
So as you can see, this junior exploration company has a lot going for them. It has been set up properly, has raised capital from world class investors, has some “major” sized partners and is conducting a multiple diamond drill program on a very large and historically productive land package. Golden Goliath recently moved one of their drill platforms down elevation to determine if a historical mineralized zone of approximately 2 meters x 800 meters extends below the lower adit (level) of the San Martin mine. We are highly anticipating the results of this next batch of drill core assays, and expect some news on this in the near term.
TAKE A VIRTUAL TOUR OF THE SAN MARTIN MINE
We spent some time with Paul Sorbara, Golden Goliaths CEO during the Phoenix Cambridge House show and we came away extremely impressed with Golden Goliath and their management team. We also got to take a virtual tour of the San Martin portion of the Uruachic Camp property by way of Google Earth, which was also quite impressive. If you haven’t had a chance to do this yet, we highly recommend you do. It will give you a very good perspective of the land package and easy access in the region - unlike some mining camps that are in very rugged or heavily timbered land - the Uruachic Camp property is situated in rolling hills, which is highly conducive to running an efficient mining operation.
We have attached 4 very small files which when opened will populate Golden Goliath’s drill holes and primary geologic locations in Google Earth. The detail and graphics of this presentation are really astonishing and an exercise we highly recommend.
So if you want to get a bird’s eye view of San Martin Mine prospect, with the ability to zoom, tilt and rotate around the Camp here is what you need to do.
First, download the Google Earth package onto your computer (it’s free). If you already have Google Earth, you’re good to go and can skip this step. Here is the link to get Google Earth: http://earth.google.com/ Then save the four attached files of this email to a folder on your desktop. Once you have the Google Earth program opened up, go to each file and double click on it - and the program will take you right to the camp (each time you click on another file, additional information gets added to the view).
You can then tilt the view by clicking on either the left or right end of the top bar (located in the navigation graphic in the upper right hand corner of the Google Earth screen), or zoom in and out using the right hand side bar, or rotate the entire view by grabbing on the compass circle and moving your mouse. You can detailed info on each drill hole by mousing over the collar icons. It takes a little practice with the controls, but you can be doing fighter pilot style flyovers of the region in no time!
This is one of the coolest things we have seen lately and gives you a true “being there” feel (without the scary commuter flights, fear of all things water based and jet lag). Golden Goliath will be continuing to add additional information which we will pass on from time to time so you can monitor the progress at Uruachic Camp project.
So, now you can do a little “direct” due diligence on what we consider to be a superior junior mining group with enormous upside potential. Maybe sit in on the panel discussion for a bit, then run down to the Sierra Madre for a virtual tour of GNG’s San Martin project area. We think you’ll be very glad you did. And with gold moving quickly towards $1,000 per ounce, and the other metals moving up in value as well, GNG looks ready to hit the ground running very soon, and we expect that those positioned here could be set for a very good ride as GNG continues to expand their precious and base metal discoveries.
Here are links to the Korelin Economic Report panel discussion: Segment 1: http://www.kereport.com/audio/0216-02.mp3
Segment 2: http://www.kereport.com/audio/0216-03.mp3
Segment 3: http://www.kereport.com/audio/0216-04.mp3
Segment 4: http://www.kereport.com/audio/0216-05.mp3
The full profile for Golden Goliath is available to all members at: http://www.babybulls.com/profile_ex_GNG.htm
About Golden Goliath
Golden Goliath is a Vancouver based mining and exploration group that is developing a very large and historically prolific gold camp in the Sierra Madre mountains of Mexico known as the Uruachic Camp. The Uruachic Camp consists of 7 principle mineralized zones covering over 20,000 acres (approx. 32.5 square miles) of which the Company owns a 100% interest. The primary target areas in the Uruachic Camp include: Corona, San Timoteo, La Reforma, Nueva Union, Oteros, Las Bolas and Nopalera.
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@bobelle,
gratuliere.Gehört hatte ich da schon mal was....
Hab ein bisserl gelesen und muss sagen:
Da hat der Hommel zur Abwechslung was G´scheites ausgegraben.
Da gefällt mir bisher alles, was ich gelesen hab auf die Schnelle.
Vor allem werkeln die schon, und das in Montana......Brauchen sie nur noch einen Abnehmer für das Kupfer.
Gold wird in der Sunday Mill von Barrick zerlegt, das sind so ca 30 Meilen.
http://www.coronadoresourcesltd.com/properties.htmFür die erste Lieferung Gold gab es nicht ganz 100 t$ Gewinn.
http://biz.yahoo.com/iw/080208/0359411.html
Scheinen fixe Jungs zu sein......
Silvermex korrigiert die gestrige Meldung: nur worin? im letzten Satz?
Das weiß ich doch nicht mehr........
http://biz.yahoo.com/ccn/080221/200802210443697001.html?.v=2 -
Value,
GAM und MFL: MC von MFL ist die Hälfte und sie haben relativ wenig Shares am Markt, so 50 Mille.
PIK schaut gut aus auf den ersten Blick. Weiß nichts über die finanzen aber sie haben sehr viele shares heraußen.Hommel mit Berichtigung zu PAL und neuem Rätsel:
Ich hab keine Ahnung.
Zwyss hat das gestrige gelöst.1 mille Viertel oz hab ich auch noch nie gehört....
Correction: PAL is in North America
(And other misinformation exposed!)
Silver Stock Report
by Jason Hommel, February 21, 2008
Correction Notice!In yesterday's email,
http://silverstockreport.com/2008/breakout.htmlI wrongly wrote: "I caution you about the stock, North American Palladium (PAL), because 1/3 of the company's supply comes from S. Africa, and the other 1/3 comes from Russia--it seems that the company has a somewhat deceptive name."
PAL has an appropriate name, and does NOT own projects in Russia or South Africa.
I had a mistaken impression from PAL's corporate presentation, which made a reference to world palladium production, not PAL production, as I mistakenly thought. World palladium production is 35% from Russia, and 35% from S. Africa. See the PAL corporate presentation, here, p. 18: http://napalladium.com/pdf/NAP200710.pdf
Related to that, I also wrote: "Eighty percent of the world's platinum, and most of the world's palladium, is produced in South Africa, and right now, there is a developing power crisis in S. Africa that is constricting mine supply, and threatens to get worse."
One man wrote me, saying that most of world palladium supply is from Russia. That used to be the case. But, according to PAL's corporate presentation, South Africa is now producing about as much palladium as Russia! Or, at least, until recently. Things change. If South Africa's energy crisis worsens, perhaps Russia will be the number one palladium producing nation again.
I do not own any PAL stock, but I do own some physical palladium.
I'm biased. I only included the info on PAL because I know at least 10 people would have asked me about it, and I wrote hastily after having done a quick review of the company a few weeks ago when the stock was trading at $5/share. Now, it's at $9. I should have paid closer attention to the fundamentals of the company, and to the person who was telling me to take a look at it when it was $5. It's a good opportunity, I think. I might have even bought some today, after realizing my mistake, but how could I, after I put out bad information; that would not be fair.
I'm biased. And I try to make my bias known; both my Christian bias, and my bias of the stocks I own.
Barrick Gold is also biased.
Do you want to know how bias works in the financial industry? Watch the movie, "Waiting", about shenanigans taking place at a restaurant. At one point, the manager is instructing his waiters and giving them a pep talk before the shift starts and he says, "Push the fish (on the customers), it's about to turn (go bad, and spoil)."
I've done similar; it's most economic to sell a stock when it is peaking, when it's ripe, before it goes bad and goes down, such as when a large private placement is about to come free trading. But numerous times, I've quietly sold stocks long after a promotion, when I could tell that things were not working out at the company as I had expected them to when I wrote about them. That way is more honest.
Getting back to Barrick Gold's bias. Lately, they've been saying that they have no "company" hedges. But it's a half truth. They do have "project" hedges of over 9 million ounces on their Chile/Argentina project that might never be developed. Most of those hedges were put on at about $350/oz. Looks like those hedges are now at a $5.4 billion loss with gold now at $950.
How is Barrick going to close out those hedges? How can they? They are not making that much money. And they can't raise the capital to close out the hedges by selling shares to the market, not since bragging to the market that they have no hedges! Their "distortion of the truth" will come back to haunt them.
I understand that many of you might own Barrick stock. So did I, back in 1999, and I sold it within 6 months. Anytime you move your money into a new sector, sometimes it's wise to buy the biggest stocks first, just to get exposure to the sector very quickly. But at some point, you have to do your research, and figure out what might be better. Barrick is a loser. Sell Barrick. Take your money, and buy the junior stocks that Barrick needs to buy replace their dwindling reserves.
You should buy the juniors before Barrick, or another major miner buys them.
One junior gold miner has moved from a new exploration to production in less than two years, which is a phenomenal achievement for such a tiny market cap of a paltry $9.5 million. The company has been overlooked by nearly everyone, as the stock trades at $.50/share, and they are producing over $1 million of high grade 1/4 oz./tonne gold annually. They just started shipping gold this January. But it's their copper discovery that caused me to buy the stock. They hit 41% copper over 27 feet! They have not yet begun to process the copper, but when they do, I expect this stock to move up significantly. The real benefit here is that this company is not likely to dilute the shares to expand production; since they are making money now.
The company does not have a 43-101 report, but with such high grades, they decided to skip the expensive exploration, and just get right to mining it. Their deposit is open at depth, which means they might just keep on mining and following what they find.
For the name of this stock, please subscribe to the look at my portfolio. We offer a money back guarantee if you are not satisfied.
http://silverstockreport.com/customerservice.htm -
Talleyrand,
relativ einfach. Heute geht Geld in die juniors.
Da schichten halt ein paar größere um.........liberty,
"beschreibt das Geschäft der Explorer und Juniors eher als kostspielig, mühselig und mt allenfalls geringen Erfolgsaussichten."
So ist es ja auch.Warum soll die NY Times MFL als lohnendes Invest darstellen?
Das ist die NY Times.
Die Sensation ist, dass das überhaupt erwähnt wird.Wir wissen das ja mit MFL.....
Grüße
T.Silvermex mit engen veins:
http://biz.yahoo.com/ccn/080221/200802210443697001.html?.v=1Silvermex Resources Ltd.: Grades of 137.8 g/t Silver and 17.85% Zinc Over 1.55 Meters Returned From Preliminary Surface Sampling at Lety Project in Durango Mexico
Thursday February 21, 2:46 pm ETVANCOUVER, BRITISH COLUMBIA--(Marketwire - Feb. 21, 2008) - Silvermex Resources Ltd. (TSX VENTURE:SMR - News) has received assays as high as 137.8 g/t silver and 17.85% zinc over 1.55 meters from its preliminary surface channel sampling program at its Lety Project located in Durango, Mexico. The Lety property covers 5,130 hectares in the Northern portion of the state of Durango and is located near the historical mining districts of Magistral del Oro, Santa Maria del Oro and Guanacevi, in the Sierra Madre Occidental of Mexico. The Lety Project is 17 km north of the Pitarilla deposit of Silver Standard Resources Inc. on which a resource estimate in excess of 600 million ounces of silver has been reported.
The regional geology is represented by rhyolithic and andesitic rocks overlaying sedimentary cretaceous limestones and metamorphic rocks. The mineralization is controlled by a system of regional faults trending North West. The mineralized structures lie along the great Rodeo regional fault, known to host over 200 small bonanza grade mines that have operated intermittently since early Spanish Colonial times.
During the last quarter of 2007, Silvermex staff supervised a channel sampling program on several old workings and breccia zones on the Lety Project. Over 187 samples were collected during the program. Several anomalous zones were identified during the course of the sampling. The highlight of the program was the results received from the Verdosa zone. A table of the samples collected from the 7 meter wide Verdosa zone is found below:
Tabellen sieh link.......
-
zwyss,,
die ist mir vollkommen unbekannt. Das ist sie, dankeI@eldo,
ch glaub, jetzt hat´s mal gedreht.....
Sitz schon drin im taxi......Ja, ja, ein schöner Tag.
Tun die in dem Video Kurse schieben mit den Händen ?
I steigat a bei dem G´sangl.....Value,
das machen wir so ähnlich, nur du schaffst es, Cash zu bewahren, wenn es wieder mal richtig herunten ist.
Das muss ich noch lernen.
Ich hau´s zu schnell wieder rein.
Du hast eine sehr gute Auswahl, les öfter bei deinem Depot mit....
Hab heut 40% von die EXN verkauft. Hatte ne Order drinnen und war nicht am Gerät.
Passt aber schon, jetzt sind die Schulden durch GAM Kauf wieder getilgt.Wennst mal Zeit hast, schau dir http://miningpedia.com/ an.
Für mich schaut da eine MFL günstiger aus wie GAM.
Gute Vergleiche wären auch AMC.TO, MTO.TO, Peak Gold und NXG.heron,
die ECU Meldung ist hervorragend, na endlich.Als Producer mit den Resourcen muss das eine andere Bewertung ergeben.
EXN: auch gut. Aber wo ist der Elefant?
Ich glaub ja noch immer dran.....Die SEG.TO schaut bei miningpedia auch sehr gut aus.
Grüße
TschonkoPS: Eine ganze Seite in der NY Times über Gold in Mexico.
"Driving to the Gold Rush"Dia Bras, Paramount, Palmarejo und minefinders werden erwähnt....u.a.
Wenn das kein Kontraindikator ist! -
Wieder mal ein Hommel:
Sehr brauchbar der link zu http://miningpedia.com/
Ganz hab ich die Benützung noch nicht durchschaut, aber man hat alles auf einen Blick und das forward p/e ratio gefällt mir besonders.Was meint er für eine Klitsche?
Yukon Gold oder Kondike Silver oder????Breakout! Buy Silver Stocks Now!
(Don't even wait a week!)
Silver Stock Report
by Jason Hommel, February 20, 2008
This afternoon, gold moved up $30/oz. to a new high of $947/oz., silver moved up $.75/oz. to hit a new high of $17.96/oz.Palladium moved up to a new high of $501/oz., which seems to be catching up to platinum at $2143/oz, which hit its new high yesterday.
This is a fantastic breakout of all 4 precious metals! A strong breakout. Last week, we crossed a breakout in silver in the Euro.
These breakouts should attract momentum buyers, and could take precious metals prices up about another 25-50% in short order, in less than six months.Meanwhile, silver and gold junior mining stocks languish near all time lows.
You just don't get better buying opportunities than this. It's as if the world does not understand that gold and silver are hitting new highs, nor do they understand why.
The world produces about 650 million ounces of silver per year. All of that, and more, is consumed by industry, silverware, jewelry. Only recycling and investor selling has made up the difference. As investor selling slows and turns into buying, silver prices will soar, and vastly outperform gold, because silver is probably more scarce that gold these days, with maybe only 1 billion oz. of silver in the world, or less.
The world produces about 80 million ounces of gold per year. Nearly all of that is for investment purposes, and accumulates, being added to the nearly 5 billion oz. of gold in the world. Gold remains cheap though, because the central banks continue to sell. But as the central banks pump out nearly $4 trillion worth of new paper money each year, as the world's gold is worth about $5 trillion, gold is basically a "sure thing" in investment terms, and now has a strong trend upwards that must be increasingly attractive to all the world's "trend investors".
The world produces about 8 million ounces of platinum each year, and about 8 million oz. of palladium each year. Eighty percent of the world's platinum, and most of the world's palladium, is produced in South Africa, and right now, there is a developing power crisis in S. Africa that is constricting mine supply, and threatens to get worse.
South Africa seems to be headed the way of their largest trading partner, Zimbabwe, which has justly suffered terrible hyperinflation and economic collapse after the confiscation and eviction of 4000 white farmers, and the erection of trade barriers and price controls.
I sold my South African gold mining stocks in 2003, when the S. African currency was growing stronger faster than higher gold prices. But what really turned me off to S. African gold stocks was the new government mandate that a certain percentage of the companies must be owned by black people. Such reverse racism and government-mandated confiscation cannot be good.
Apparently, the newly black-owned and government-owned coal companies and power plants lacked the expertise to operate efficiently. Lower quality coal fed to coal powered power plants has hurt operating efficiency, and damaged equipment. And environmentalists had convinced the S. African government to not build any more coal powered power plants.
It will take at least 5 years to build a new coal powered power plant, so the power crisis for the S. African miners is just beginning, and the entire nation could become a basket case the more they confiscate assets from white people. Unfortunately, bad economic conditions often lead to more racism, just as they do in America, as people complain more about Chinese outsourcing and Mexican immigration when times are worse.
Most power to the mines in S. Africa goes to keep up ongoing conditions, such as pumps to dewater, or for air conditioning. Since the largest cost must continue 24/7, so should the mining, to keep things economic. If the mines have to get by on 10% less power, they produce 20% less material, and if they get shut down for any length of time and flood, they might never be able to come back online.
And if the miners get thrown out of work, at least 10 other jobs can be lost, due to the multiplier effect. Further, without gold exports, there would be much less of a reason for the S. African currency to be strong.
Ironically, the environment needs platinum and palladium to reduce auto emissions in catalytic converters. Those crazy short-sighted environmentalists! Protesting a coal power plant could actually make the air much worse without the platnum and palladium that the world needs! I wonder why I've never seen an environmentalist advocate increased platinum and palladium mining?
Platinum and palladium can be substituted one for the other, so I think palladium, the cheaper metal today, stands to benefit more from the current platinum crisis emerging in S. Africa. I own some palladium metal, which you can sometimes order from your local coin shops.
I caution you about the stock, North American Palladium (PAL), because 1/3 of the company's supply comes from S. Africa, and the other 1/3 comes from Russia--it seems that the company has a somewhat deceptive name.
Like silver, platinum and palladium have nearly zero investment demand, with industry and jewelry consuming all of the supply. Prices could really skyrocket in all three compared to gold, as investors begin to enter those precious metals markets, and try to stockpile supply when no spare ounces for investors exist.
When I bought palladium at the low at about $200/oz., the commission was a whopping 15%. The metal traded at about $175/oz, and I had to pay about $200.
Since the pullback in many commodities, many investors have exited the sector; thinking that the run is over, and have not yet come back. Or, they went short, and have since lost capital being so foolish.
If you didn't catch it, I would refer you to Lawrence Raulston's latest piece at kitco.com from last month:
The Realities of this Secular Bull Market in Commodities
http://www.kitco.com/ind/Resopp/roulston_jan122008.htmlIt's one of the best essays that I've read in the past six months; although I do take issues with a few of Raulston's statements. The case for commodities and silver is actually better than he presents!
Raulston wrote, "The story for silver is similar to gold." No, the case for silver is vastly superior, due to silver's short existing above ground stockpiles, and current ongoing industrial demand that is overwhelming mine supply.
Raulston assures us, "The reality is that the American economy is still growing." However, since the growth rate is only about 2%, and measured in dollars, and since the money-creation inflation rate is at 18%, this is actually negative growth.
Proof: Money Creation Inflation is 18-19%:
http://www.nowandfutures.com/key_stats.htmlBut USA's negative growth and continuing crash in cash, bonds, stocks, and real estate is all the more reason for people to switch assets out of those losers and into silver and gold. The US economy is so bad, they are shutting down the economic indicators! But it's probably just as well, since most of it is probably lies anyway!
http://thinkprogress.org/2008/02/13/economic-indicators/The world economy, and especially China, continues to grow at a shockingly fast pace. I heard today in an online video that the president of Rio Tinto said that China's consumption of aluminum rose, in 2007, from 1/4 of the world's supply to 1/3 of the world's supply!
I strongly urge you to consider some of the top ranked stocks at http://miningpedia.com/
I also encourage you to search for your favorite stocks at http://miningpedia.com/, and look over, and/or enter as much information as you can, and see how it compares to the other stocks listed.
At present, you could almost throw your money into 5-10 of any of the junior mining companies, and do OK, because prices are that cheap. I don't recommend being quite that reckless, but almost, because the timing is just so great right now.
My extensive research and experience in gold and silver stocks has led me to study zinc and copper stocks too, since the precious metals are often found along with the base metals.
There is one particular zinc stock that I like at the moment. It has the largest mining project in the world up in Canada's Yukon, with grades averaging about 5% zinc or higher, and a market cap of about 1/2 of what the company spent on exploration in the last 2 years, and recent exploration results have been phenomenal. So, if you buy the stock, you get the company's recent exploration efforts for half off, the prior $100 million exploration efforts for free, and the entire project for free, too. I liked the stock at $.77/share, and it's now 75% off from that, at $.19/share. This multi-billion dollar project is priced at about $28 million.
I think this zinc stock took a huge hit to the downside for 3 reasons. First, the zinc price got knocked back from $2/lb. to $1/lb. Second, another recent multi billion dollar gold and copper mining project, (NovaGold) was recently halted due to rising mining costs. Third, the entire sector is in a terrible slump; partly because the world does not understand silver and gold and has thus neglected the mining industry, and because the world is fearing a world-wide economic slowdown just because top US financial firms are having troubles with their frauds being exposed. I suppose a fourth reason that this stock has been hurt is that vulture capitalists will sometimes sell their stock on the hopes of buying more stock more cheaply in the next round of financing. Additionally, Canada's odd tax code gives Canadians a perverse incentive to dump their own Canadian stocks after "flow-through" share financings (they get to avoid paying income taxes on their investments, and they will consider it a "gain" if they sell stock at a loss).
For the name of this zinc stock, and the names of what I consider to be the best silver and gold stocks in the entire industry, I urge you to buy the "look at my portfolio" for $50/month. We've made this offer for over 3 years now, and we can confidently say that your satisfaction is guaranteed, or we'll give you your money back. I have about 700 satisfied, regular paying subscribers, and I offer this service to help the online community, as I spend the proceeds on advertising, which helps me get the word out to the 69,000 people on my free email list.
I currently own about 50 stocks in my $11 million portfolio, so if you buy some of each stock, it's like a mutual fund. The last good run took my portfolio up from $5 million to $15 million from Nov. 2005 to May, 2006, and I expect we are on the edge of the beginning of a similar move up, or better, this time.
Yes, that's right, I lost millions in the past two years, but I'm still up over 100% since Nov. 2005, and now's the time for that next 100% to 200% move up in the junior mining stocks. I can't emphasize enough that now is the perfect time. Get in now!
http://silverstockreport.com/customerservice.htm
If you need a stock broker, see a list here:
http://silverstockreport.com/brokers.htmlSincerely,
Jason Hommel
silverstockreport.com
miningpedia.com