Ich glaub halt, abgehen werden nur große Deposits mit entsprechenden Meldungen. So als Beimischung hochinteressant.
Sollt ma als Thema im Auge behalten, oder?
Aber man soll die Grundsoliden nicht verachten wie IPT od. auch BGL, wie die Stellungnahme von Mexico mike zeigt. Häken sind auch dabei.
Ziemlich solid auch:
http://www.mineralstox.com/info/street.asp?newsid=1354
Arian Silver – A Value Play with Upside
Being the second, third or fourth company to acquire an asset can make life a whole lot easier for management teams. They have lots of historical data to work from, to form new interpretations. And if they’re really lucky, they have an established resource already.
I think Arian Silver (AGQ-TSXv) has been really lucky.
I introduced Arian to readers in September 2006 (click here) after they optioned 100% of the Tepal porphyry project in southern Mexico. It already had 75 million tonnes of ore that contained 1.2 million ounces of gold and over 400 million pounds of copper. They got it for almost nothing and it has lots of expansion potential.
Arian is now drilling to confirm and expand that resource – which I think could value the stock close to $1, even if they find nothing more than what is already there. Arian now trades for 55 cents with great liquidity.
Let me explain.
43-101 compliant gold ounces in the ground – 43-101 meaning it has been drilled by a professional geologist and accepted by the exchange as valid – is worth about $75 per ounce right now, according to research from Canadian securities firms.
Assuming Tepal’s 1.2 million ounces holds true with this drilling, that creates a value of $US90 million – with Arian having 105 million shares out, that gives us a rough valuation of 89 or 90 cents a share– giving the copper no value, and giving no value for expansion. I see significant potential for more additional tonnage.
Hecla and Teck put together the historical resource at Tepal. They found strong copper values, but Hecla is a gold/silver company and Teck is more zinc - they just weren’t interested in copper – especially with copper at $0.60 for so long. The strong copper values could have been followed up, but weren’t. Arian Silver will very much be following up on old holes. One hole, outside the resource area, was 43 metres of 1% copper. No other drill holes were put around it. But that’s over US$60 rock in an open pit at today’s prices over $3/lb copper.
With that value in the ground, it means investors are getting exploration upside at the company’s 100% optioned San Jose silver mine in Zacatecas for free. Like Tepal, they optioned this project for very little cost. And because it is a former high grade producer, owned by the Mexican state company Penoles, there is a lot of historical data to read –old adits and workings to actually enter and experience. It was dropped because of low silver prices and it wasn’t a big enough asset in their opinion to justify their interest.
Arian is also drilling at San Jose now. Their first results should be out soon. The historical grade here is 9-10 ounces per ton silver over widths of 3-10 metres, wide enough for mechanized mining - which greatly lowers costs. Management is exploring a 4 km vein structure they believe could host 5 or more ore shoots totaling 75 million ounces silver plus significant base metal credits, especially zinc and some lead (both metals are near record high prices now).
Arian management says these credits were ignored by Penoles, as they were a silver company. Again, much like Hecla at Tepal, Penoles was looking for one thing but found another and didn’t care.
But I think there’s a good chance we will.
Arian silver still remains an exploration company, but both projects that are being drilled on right now have significant historical data. This data suggests that the operators at the time on Tepal were looking for gold/silver and found gold/copper – not what they were looking for.
The San Jose ore was high grade silver and was trucked to the Penoles’ Fresnillo mine - offsite. San Jose was shut down after silver prices collapsed, leaving behind (potentially) many high grade silver ore bodies with big base metals credits that add siginificantly to the economics.
With Arian trading at less than the valuation of Tepal alone, assuming a $75 per ounce in the ground valuation, Arian is a true value play with a great opportunity to become one of the largest junior silver producers in Mexico from the San Jose mine.
Gord Zelko, Publisher
EXM hat eingekauft! Dachte, die haben eh schon genug! 
http://biz.yahoo.com/iw/070724/0281754.html
EXMIN Options Silver Project in the Precious Metal Belt of Durango, Mexico
Tuesday July 24, 9:48 am ET
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Jul 24, 2007 -- EXMIN Resources Inc. (EXMIN) (CDNX:EXM.V - News) is pleased to announce that it has entered into an option agreement to explore the Pino project in the Tepehuanes district of Durango, Mexico. The project consists of five concessions covering approximately 5,500 hectares in the Sierra Madre Occidental and is located near several other projects being explored or mined by Canadian junior resource companies, including Guanacevi (Endeavor Silver), Topia (Great Panther Resources) and Tahuehueto (Soho Resources).
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The optioned concessions cover mine workings that were developed on a large vein system with high silver grades, probably in the 1800's and 1900's. Reconnaissance sampling by EXMIN field crews yielded as much as 1,275 grams per metric ton (g/t) silver from mine dumps and 1,010 and 649 g/t silver over 0.5 and 2.5 metre vein widths (please see table below for assay results). Samples also contain as much as 20% lead and 3.87% zinc. The mine is accessible by good gravel road and, to EXMIN's knowledge, has never been systematically explored or drilled.
Karl J. Boltz, President and CEO of EXMIN, stated, "This project is located in a world class silver belt and was brought to EXMIN because of our respected reputation in the Mexican mining industry. We negotiated this deal over several months and kept a low profile while we acquired additional ground in the region."
The Targets
The Pino mine consists of several workings that were developed on a large vein system over about 1,000 metres along strike and for 3 levels over about 100 vertical metres. There are also numerous small exploration workings along the vein system. Based on the work performed by EXMIN, it appears that only the upper levels of the vein were partly mined, but there is potential for several hundred metres of vertical extent underneath the lowest mine level and along strike.
Exploration fieldwork is underway at the property in anticipation of a drill program later this year or early next year. Mapping and sampling of the mine workings and surface exposures is largely complete. The main adit level of the Pino mine explored the vein for about 400 metres along strike and several large open stopes reached the surface. Significant silver values were encountered at all levels of exposure and along strike (see table of assays below). There is also significant lead and locally zinc in the samples. A large alteration zone that may be related to a separate parallel vein system was also identified. EXMIN staked a 5,000 hectare concession over this alteration zone and along the strike extension of the Pino vein, as well as two other prospect areas that recently became available. Regional exploration work on these areas is in progress......................................................
Tabelle u. Konditionen im link!
Grüße
Tschonko
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