Beiträge von Tschonko

Aha, garibaldi ist geklärt.
Na ja, hama schon länger am Radar hier.....

Moriarty, auch mit sehr guter Erklärung von mexican Grundgeologie.

http://www.321gold.com/editori…iarty/moriarty042307.html

Location, Location, Location

Bob Moriarty
Archives
Apr 23, 2007

According to real estate agents, there are three primary factors, which contribute to the price of any piece of real estate. They are (1) Location, (2) Location and finally (3) Location. Mining is much the same. My favorite location for mining is probably Mexico, they are the best miners in the world and the country is home to dozens of world-class mines and potentially hundreds of world-class projects.

In February I went down to the Sierra Madres in Mexico to visit the projects of a company which defines itself as a location specialist, and I think you will agree.

My very favorite chart in the world is once again back in a wonderful buy point with minimum risk and maximum gain. It's the 2nd best time to be buying gold and gold shares in the last three years. But there is a monster overhanging the market: the Dow and S&P look as if they are in a crash mode.

If you remember all the way back to March of 2001, the S&P went up some 19 days in a row. I'd love to meet the fool who was buying on that 19th day. What did he think was going to happen? That it was going to go up 38 days in a row and he had lots of time to bail out? It's the greater fool theory in action: it's finally safe for me to enter a position, it's gone up 19 days in a row.

And I don't track either the Dow or the S&P closely but it seems to me they have been up about 14 out of the last 15 days and that's a sign of a top, not a bottom. It's normal for a market to retest both highs and lows about 6 weeks after a major move. That would make about now a good test of the February 26 crash.

So wear your helmet for the next week or so. As February 26th proved, when the general market crashes, it takes gold and the metals shares with it as investors dump everything in order to meet margin calls. And by the way, margin debt hit a new record recently, about 10% above March of 2001. This is your official crash warning.

But there is opportunity in overlooked stocks and this piece is about another winner I had a chance to visit recently. Garibaldi Resources (GGI-V) is using an entirely new technique for locating big gold deposits. And I think it's going to work.

We are in a bull market and in any bull market, there are a thousand good ways to succeed and various companies will use different techniques. One of my favorites is the full speed ahead approach used by companies such as NovaGold and Palmarejo.

Another is that of acquiring properties for pennies on the dollar during slack times such as was used so successfully by Silver Standard Resources. NovaGold is up about 20000% over five years while SSRI is up a mere 1900%. And PJO went from nothing in three years to mining a 3.1 million ounce gold deposit in the Sierra Madres defined for a tiny $2 an ounce.

Palmarejo was formed in the summer of 2003 to explore a deposit near the tiny city of Palmarejo in Chihuahua State in the Sierra Madres Mountains of Mexico. They started a drill program in November of 2003. In one short year, they defined a resource of 1.176 million ounces of gold and 128 million ounces of silver.

PJO expects to commence open pit development by mid-summer of 2007 and production is expected by 4th quarter of 2007 or 1st quarter of 2008. The stock market has responded by giving PJO shareholders a 400% return in two years.

Mining began in the hinterlands of the Sierra Madres about 1800. It's some of the roughest terrain in Mexico. Mining pretty much stopped around 1910 with the advent of the Mexican revolution and exploration and development only restarted in the past few years.

There are a number of world-class projects and mines either in development or just having started production in the Sierra Madres. But let me explain why first.

A couple of years back, I spent a few days driving around Mexico with Dr Peter Megaw who is "Mister Mining" in Mexico and on the Advisory Board of Garibaldi. Peter is associated with many mineral finds in Mexico and works with Mag Silver, Excellon and many other mining companies focused on Mexico. A day or so listening to Peter speak is the equalivent of a Master's Degree.

Here's how he explained it to me. Millions of years ago, what is now Mexico was first squeezed like an accordion and then released. It's easy to see from the air in many areas of Mexico with clear-cut structures running NW-SE.

In these NW running structures, the rock was first compressed and crushed. When the plates moved apart, it created long and deep fractures in the rock. When hot, mineral-bearing fluids came up from deeper in the crust, the fractures were perfect hosts for the mineralization to settle as the temperature and pressure dropped. That's basically all any epithermal system is, hot fluids depositing minerals in suitable host rock.

So basically the entire area has the potential for finding gold-rich and silver-rich systems. As the Spanish moved into the area, they did their primary exploration with the Mark 1, eyeball. Once they found a rich deposit, they looked around to find other areas that looked the same.

Today Garibaldi is doing exactly the same thing but with far more advanced technology-using satellites and advanced imagery software. Technically it's called ASTER imaging for Advanced Spaceborne Thermal Emission and Reflection Radiometer. Sorta makes you wonder if any of the Government Wonks who come up with names like that actually speak English as a native language.

ASTER Imaging consists of three different subsystems, Visible and Near Infrared (VNIR). Shortwave Infrared (SWIR) and Thermal Infrared (TIR). ASTER is used to obtain detailed maps showing a wide range of individual minerals associated with hydrothermal (hot-water) alteration including clays, silica, iron oxide and sulfates.

Here's how GGI uses the information. Company President Steve Regoci bought the imagery covering the Glamis Gold 2 million-ounce El Sauzal deposit. The ASTER imagery clearly showed the alteration halo surrounding the deposit. Steve and his people located a cluster of similar targets along the NW-SE trending structure some 25 km to the SE. They optioned 36,000 hectares and called it the Morelos Project.

Follow-up ground exploration verified alteration identical to that of El Sauzal. The company has honed in on five major areas of mineralization and is in the process of doing ground mapping and trenching in anticipation of drilling later this year.

Likewise, their Iris Project was optioned after conducting an ASTER imaging project of Gammon Lake's 7.5 million ounce gold-equivalent Ocampo Gold-Silver project just put into production in 2006. The system showed a highly gold-prospective hydrothermal silicification similar to that of Ocampo just to the northwest of Ocampo, on trend.

So GGI optioned 5600 hectares and now call it the Iris property. The Iris project adjoins Ocampo and is very close to Agnico-Eagle's Pinos Altos gold/silver deposit containing 2.1 million ounces of gold and 51 million ounces of silver.

And when Garibaldi conducted an imagery project over Palmarejo's gold mine, much to their very great surprise, they found identical mineralization on the ground surrounding Palmarejo's property and GGI optioned 54,000 hectares and called it their Temoris Project.

Relative to Garibaldi's peers, the company appears quite undervalued. With a $20 million dollar market cap but a whole herd of highly potential targets in elephant country in the Sierra Madres, I have no problem saying the company has the same potential, as did Palmarejo three years ago. Steve Regoci has assembled and talented and forward looking technical team who appear to have found a way to take a short cut through the long and antagonizing early exploration stage.

I visited Mexico in February and we over flew several of the properties, I haven't listed all of them because there are simply too many to cover. But we landed and tested rocks that had been mined by the Spanish in the 19th Century and they were loaded with gold and silver. The satellite imagery shows the mineralization halo the best but the Mark 1 eyeball still works and I could see that Garibaldi's properties looked just as good from the air as the properties already in production by other companies.

There is more than just one path to success and everything I saw at GGI I liked. Peter Megaw is a magician and it's just plain fun listening and learning from him. Garibaldi's concept is simple and brilliant and I think at the end of the day, they will have several multi-million ounce deposits on their hands.

But in early stage exploration, news is sparse and it takes the market a long time to accept new technology. I think Garibaldi is a stock that should be slowly accumulated. It's not going to double in the next month but over the next year or so, it could easily be a 10-bagger. It has the depth of management and technical expertise that I like to see in the companies I invest in.

I have participated in a Private Placement (above market by the way, that's how I feel about them) and I have bought shares in the open market. They are advertisers and I am biased. You, and only you, profit from your investments (and of course King George II) so you need to do your own due diligence before buying any stock.

I don't own any Palmarejo and I've been kicking myself in the butt for the last two years for not having bought any when the company was at the stage Garibaldi is today. Developing ounces in the ground for $2 is plumb amazing. I'd love to see GGI do the same. I own them.

Garibaldi Resources Corp
GGI-V $.66 Canadian (Apr 20, 2007)
GGIFF-OTCBB
34.9 million shares
Garibaldi Resources website

Palmarejo Silver and Gold Corp
PJO-V $9.05 Canadian (Apr 20, 2007)
PJOFF-OTCBB
90.9 million shares
Palmarejo website

Hallo,
bin wieder da.

Mit neuem Zugang zum Provider Server.
Hat nichts mit Goldseitenforum zu tun.
UNIKATSproblem. Können sich das auch nicht erklären.
Mit meinen Benutzerdaten (vom Provider) konnte ich ausschließlich nicht auf das forum zugreifen.
Sonst das ganze Internet frei.
Von anderen Computern auch, auch mit meinem Notebook.

Mit testzugang ging es aber von meinem Computerplatz auch, nur eben nicht mit meinen Benutzerdaten.

Wenn wer ahnt, was da los gewesen sein könnte, bitte PN.

heron,
danke für den Rat, aber das war es nicht, habe auf altem Computer sparewareprogramm.

Gibt ja viel Neues: Impact Ergebnisse im Zusammenhang mit EGD.V
UC.V ist definitiv wieder im Kommen.

Dann die Malachite Geschichte.......

FR mit der Finanzierung.

Und Garibaldi zischt ab. Scho wieder einer.

Silver eagle sollte man auch beachten. Halte die noch immer für billig. was man ja bei vielen niccht mehr behaupten kann.

Grüße
Tschonko

Hallo,
weiß irgendwer wie man aus PDF Complete Textstellen kopieren kann?
Mit dem Acrobat Reader ging das problemlos.

Noch was zu den heutigen Drillingergebnissen:
http://stocknessmonster.com/stock-quote?S=MAR&E=ASX

von da auf conrad silver drilling report

man gehe auf Seite 3 und schaue sich die Bohrungen an.
Greisen load:
Bohrloch 30 war sehr gut, aber Ergebnisse von 27 sind ausreichend.

Hab beim Treffen mit Herrn Lowder so mit simple maths gerechnet,
dass allein Conrad Silver die MC rechtfertigt.
Der Rest ist sozusagen gratis.

Ein Bericht über das Treffen folgt noch.

Bin seit heute wieder in MAR drin.
War ja im Jänner 04 einer der ersten Aktionäre in D.
Hab dann zweimal zu Tiefstkursen nachgekauft.

Wirklich interessant wird erst Tooloom, aber da muss man sich noch bis Juli gedulden.

Grüße
Tschonko

Hallo heron,
GOG wird dadurch interessanter.
Zuerst Red Lake mit Rubicon.
Nun wieder das altbekannte mit ECU.
Nur warum sie fällt auf diese Meldung.

Der Chef deines Logos ist am 8. u.9. 5 in Leoben an der Montanuni.
Tage des Bergbaus od. so ähnlich.

Mein Compu mag noch immer als einzige Internetseite weltweit das goldseitenforum nicht. Goldseiten mag er.
Wer da eine Ahnung hat, bitte email......

Grüße
Tschonko

War durch Compuprobleme verhindert.
Nur auf diese Seite konnte Compu nicht zugreifen.......
Plötzlich geht es wieder....

Pascal,
Yucon zinc kann ich nichts sagen.

@silbernugget,
ich nehm die Sierra Madre del sul auch dazu.
Also auch IPT u. Bandera. Halt ich auch viel.
Bei bandera muss man halt schauen, ob das JV mit penoles was wird.

GOG.V machte gestern Hupfer wegen des JV mit Rubicon.
das ist ein Flyer, wie sich fast alle Red Lake Plays gut entwickeln.

Ein link zum Studieren!!!!

http://www.investcom.com/moneyshow/gold.htm

Red lake aufrufen od. Mexico

Grüße
Tschonko

Hallo linar,
soho hat noch eine Empfehlung, glaub Grandich.

Hallo silbernugget,
Traven gelesen, das ist immer fein.

In der Sierra M. gibt es unzählige Co..
Wenn du sagst, nur 3 und 50-100 Mille ist das schon eine Einschränkung.

Ich würd bei 3 minen:
einen producer,
einen der heuer noch produziert bzw. gerade angefangen hat
und 2 explorer nehmen (also doch 4 :D,
also einen, der nie ne mine will (OK, EXM)
und einen, der mal produzieren will.

Schau mal auf Seite 1, da siehst eigentlich meine Favoriten.

Nur Favoriten sterben auch oft!
EXM ist schon einer aufgrund der Vielzahl von Projekten.
Dann mag ich so Konglomerate: IPT, EDG und YLL.V (JV).

FR hat ab 12.4. PP durch, wird also jetzt mal anschieben.
Hat aber auch ihre Tücken wie EXN, bzw. jede Mine.....

Gab noch vieles diese Woche.
Konnte teilweise nicht ins Board die letzten tage.

Herausragend Aurcana (AUN.V) auf ATH nach Verdreifachung seit Herbst.
Aurcana Commences Production at La Negra
http://biz.yahoo.com/ccn/070412/200704120383762001.html?.v=1

SEG.TO mit erstem Concentrateverkauf: Spezialisieren sich die jatzt auf Freitagmeldungen kurz vor Börsenschluss?
So wie ECU voriges jahr: immer donnerstags

Silver Eagle Announces First Sale of Concentrate
Friday April 13, 8:50 am ET

TORONTO, ONTARIO--(CCNMatthews - April 13, 2007) - Silver Eagle Mines Inc. ("Silver Eagle") (TSX:SEG - News) is pleased to announce its first sale of silver-lead-zinc-gold concentrate from ongoing bulk-sampling activities at its wholly owned Miguel Auza Mine in Zacatecas, Mexico. On April 11, 2007 Silver Eagle entered into a sales agreement with Industrias Penoles, S.A. de C.V. ("Penoles") for the sale of an initial 120 tonnes of concentrate from Silver Eagle's bulk-sampling activities. Net proceeds from the sale are expected to be US$160,000. The concentrate was produced mainly from lower grade material used to bed down the mill and test the circuits, with a view to maximizing recoveries before introducing higher grade materials. Silver Eagle's bulk-sampling activities are producing a single, polymetallic concentrate, which is trucked 90 miles on paved highway to Penoles' facility in Torreon, Mexico. Mining activities are continuing, and construction is currently underway to expand the capacity of the mill to 300 tonnes per day. Currently, there are 6,000 tonnes of mineralized material stockpiled on surface, with an additional 60 tonnes of concentrate being prepared for shipment.

President and CEO Terry Byberg said "Receiving our first revenue from concentrate is another important milestone for Silver Eagle. I would like to congratulate the entire Silver Eagle team on achieving this goal. We continue to be enthusiastic about ongoing activities at our Miguel Auza Mine and surrounding properties."

Dr. Chris Hodgson is the Qualified Person (as defined in National Instrument 43-101) who, unless otherwise indicated, supervised the preparation of the scientific and technical information reflected in this press release.

ON BEHALF OF THE BOARD OF DIRECTORS OF SILVER EAGLE MINES INC.

Terrence H. Byberg, President and CEO

Hallo Fuchs,
da braucht der eldo auch keine hilfe....

hallo eldo,
heim ins reich?
Wo willst denn hin. Klagenfurt oder Villach, das ist dort religion!
Man kann aber auch nach "St. Spital an der Drau" gehen.

Aber du willst, glaub ich, an einen See...

Ich tu auch nichts, bin voll drinnen, möcht einiges kaufen und weiß nicht, was ich wegtun soll.
Aber über diese Probleme bin ich ja froh, war ja auch schon anders....
Was tu ich weg, die nur minimal roten oder die ganz roten.....

Alles Gute
tschonko

Da schau her,
die Cabo ist im falschen Kästchen .......

Na ja, ist ja wirklich unbekannt!

Es tut sich definitiv was bei Cabo.

Zuerst hatten wir mal an dem einen Tag die fast 3 mille Umsatz.
Aber auch jetzt ist mehr als usual.

Die 4 Drillinggesellschaften sind fast integriert, Die properties ausgegliedert, Auftragsbücher voll, neue Betätigungsfelder in mexico und panama.

Sie liegt so was von auf dem Präsentierteller.
Hoffentlich wird sie nicht rausgenommen.
Jetzt wo ich mit IMI dazugerechnet fastr auf pari bin.

Bei Cabo war ich extrem unvernünftig, Mann , da mag ich gar nicht dran denken.......na ja, jetzt schon

Grüße
tschonko

Intrepid???
Kenn ich nicht, hab ich nicht.

"We would also like to pat ourselves on the back as we're among the first to bring you companies like Mag Silver, Esperanza Silver, Minera Andes, Genco Resources, Sabina Silver - all huge winners - and congratulate those who followed us into them."

Von denen habe ich noch sabina, die anderen hatte ich mal bis auf MAG, wobei ich aus Minera viel zu bald wieder raus bin.

Grüße
Tschonko

PS: EXN hat gut zugelegt, die Meldung war auch nicht schlecht.
Und das sie die so schnell parat hatten, nach den schlechten zahlen, spricht für sie.
Die haben sicher noch einige Meldungen auf Halde....

Hallo gutso,
hätt ich doch glatt vergessen. Ohne Schmäh!
War ja richtig vorausblickend!

Aura wird auch in diesem Artikel erwähnt.
Ich setz ja fast auf die selben Pferdchen wie Rhakimov.
Viel FR.V, noch mehr EXN, ganz gut MFN und eher weniger Garibaldi.
Der Rest (EDR, SRLM, AUU und revett) wär auch nicht schlecht.

Aber ich setz halt zur zeit mehr auf Sierra Madre

Einfacher wär wahrscheinlich SLW und Silvercorp!

Speaking Of Silver

April 10, 2007
By Sean Rakhimov

It's been awhile since we wrote about the silver market. There are some good reasons for it and then there are ones that can and should be dealt with. That is what this article about.

We'll start with the bad news. The bad news is that there are very few people who know much about the silver market on both sides of the argument: bulls and bears. That is our unequivocal conclusion. It's also meant to be a warning. There are some very influential people with good track records and credentials in various aspects of investing and analysis who have spoken out on silver in the last year or two. Some of them were bullish, which of course, we tend to like. Then there were a few bearish ones. Mind you, all these articles and speeches came from people known as experts in investment business. And here we have to reiterate the above statement: very few people know much of anything about silver. Trying hard not to name names and point fingers, but trust me when I tell you, some of these folks have quite a following among both, retail and institutional investors. So, reader, beware. Most freshly minted views on silver are... shall we say, unsubstantiated.

Now the "why's". In our opinion, most silver bulls out there fall into "believers" category. Believers usually believe that silver is a good investment because of all the stories they heard about the old days when silver commanded much more respect than it does today. If you ask them "why?" they eventually give up that if all else fails, silver is still money. Not bad, right? We think so. This by the way applies to both, readers AND writers.

When it comes to silver bears among the "gurus", of which at any given time there is a handful, main reasons cited amount to "it's not money, it's an industrial metal" coupled with an impending recession/depression/economic slowdown, worldwide or otherwise. Less frequently mentioned are: the declining gold/silver ratio ("it's been dropping, therefore it should reverse"), amount of silver hoarded in India and, those geologically inclined, venture that there is plenty of silver in the ground and there will be enough for generations to come. I say that's not too shabby either. Kind of makes sense, doesn't it? Kind of.

Unfortunately, many of these people couldn't name a dozen fundamental facts about silver. We haven't held formal polls but that is our impression from reading/hearing their views.

Nobody seems to know or remember that presently worldwide consumption of silver is 1,000,000,000 ounces per year. True, the ‘official' numbers from GFMS and CPM Group are in the 800 million oz area (and growing at 3% annually), but we maintain that there is no way every silver item can be accounted for, especially in areas where folks haven't heard of accounting. So, in a rather cavalier fashion we like to round it up to a cool BILLION. A year. Besides, that is an impressive number, easy to remember for those who don't live and breathe silver.

It also makes the math easier, now that, thanks to Jeff Foxworthy, we all know that we're no smarter than a 5th grader. Here's the math. There are 6.5 Billion of us on this planet, growing at 1.14% per annum. That comes out to about 75 Million more people added in 2006 alone. It's easy to resolve that for every 6.5 humanoids we consume 1 ounce of silver per year or, if you prefer, 2 ounces for every 13 wetbacks.

Here's the rub. In round numbers we need to add 11 million ounces of new production every year just to keep up with population growth at current rates. It may not sound like much, but do you know how many companies in the world produce that much silver per year? Of primary silver producers only two: Pan American Silver (NASDAQ: PAAS) and Coeur d'Alene Mines (NYSE: CDE). The renowned Silver Valley of North Idaho, USA doesn't cough up that much these days.
And the highflying Mexican junior silver producers combined hardly measure up to 11 M ounces a year. That's a fact. So next time you hear some decorated advisor talk about silver, ask him to name a dozen silver producers first. And if you really want to have fun, make that a dozen silver mines. See, we have this strong suspicion that, just because they know how to calculate bond prices based on interest rates or other such gibberish, doesn't make them silver experts, but don't tell anyone.

We wish we could show you the chart of per capita silver consumption growth, but I can't. Yet, we maintain that today we consume more silver per capita than folks did a hundred years ago, despite the fact that silver was used as money back then.

Then there is the recycling factor - also largely lost on would be silver commentator. Common sense suggests that the bulk of silver used a hundred years ago is still available in some shape or form, be it a coin, chandelier or your grandmother's dowry. Same uncommon common sense (see CPM Group's 2006 Silver Book, p. 45) tells us the story has changed since then. Today, roughly half of all silver used is consumed and, for all practical purposes, permanently lost. In that regard we've long compared it to oil: once it's consumed, it's gone.

To make the long story short (we shared our views on the silver market many times on these pages and elsewhere in the media), if you're interested at all in silver, you may want to do some homework, read up on it. That should help you strip opinions from facts next time you read or hear someone's take on silver. There is plenty of credible (not perfect but credible) information on silver, including books, research reports and on the internet.

Now the good news. The good news is that not much has changed in the case for silver in the last year-two. That is not because we haven't kept up with the market, we have. Yes, silver has gone up. Yes, it has much higher to go and likely at an accelerated pace. Yes, we still believe that there will be a 50% correction somewhere ahead in this commodities bull market. But these are general comments for which most readers have no immediate practical use. Lets get to that.

First, the overall precious metals space and silver sector in particular are getting crowded. We know of several silver hedge funds operating today, up from one a year ago. There are numerous other funds that include silver in their asset mix. The Toronto PDAC conference set yet another record by blowing all prior records out of the water. 18,000 people came to discover that next 10-bagger junior that will pay for their retirement. This type of attendance should perhaps rival the unveiling of iPhone by Apple. (May also explain the momentarily lackluster action in the spot price.) CPM Group's annual silver bash at Royal York Hotel was also immensely popular. Merrill Lynch hosted its 2nd Annual Silver Conference on Bay Street. Traffic was relatively light, but after 3 days of PDAC we wouldn't read much into it. But don't let it fly over your head. "Second Annual" - you dig that? Not that it has anything to do with us, but their Retailing Leaders Conference is in its 30th year, if you catch our drift…

That settles it: we're officially in the second institutional phase of this resource bull market. Also known as the "wall of worry" stage. It's when they dig up and throw a zillion reasons why silver price won't go up, so don't worry, buy bullion.

Another way this market is crowded is the number of companies. The number of silver (centric) companies on our list increased by about 50% in the last year.

Let me explain. The early birds, such as Silver Standard and few others took a chance by betting on silver. They had to compete for their survival with gold companies and sell the silver story before they could make a decent pitch. Not anymore. Today, silver companies are no longer an investment nuisance. They are embraced as legitimate investment choices in their own right. This is especially evident from the stock chart of Silver Standard (NASDAQ: SSRI, TSX: SSO). In June, 2006 its shares traded for US$16.00. As of close of business on April 5, 2007 they sell for US$37.35, a stunning 133% gain in 9 months, all the while with silver price doing absolutely nothing. It's not a penny stock and no news released by the company warranted such performance. This is a qualitative change in investor sentiment. It stems from institutional investors finally (five years into this bull market) figuring out that: SILVER IS A GOOD INVESTMENT. Wait to see what happens when Joe-sixpack deduces same, likely a few years away.

Getting back to the crowdedness of the sector, silver companies are springing up like mushrooms after rain. Abundance of investment capital attracts more people and lowers entry requirements into the sector.

That leads us into the next topic: consolidation. What a dreaded word for investors. To them it means a correction and tedious sideways market action wearing their patience thin. To industry professionals it means entirely something else: Mergers and Acquisitions (M & A). We have been anticipating for the last year or so that the time may have come for silver companies. Now we are certain it won't be long. It is already taking place in the uranium, gold and base metal sectors. Silver is next. In our opinion the sector is overdue for consolidation. Pan American is planning to double production in the next few years, while Silver Standard is aiming to become a producer yet the main interest for us is in juniors. Mind you, some of these juniors are maturing rapidly. But few will emerge as consolidators and grow into mid-tier players. Examples of such companies in the gold sector - Yamana, in uranium - Energy Metals. You may agree that it's important to spot companies with such potential when you learn that some of the "consolidators" that survived the last cycle are Newmont and Coeur d'Alene Mines. They will likely make the finish line, whatever that may be, and thus offer substantial upside even from current levels.

Going out on a limb (won't be the first time) we'll venture to extrapolate same onto the silver space. In our unsophisticated opinion, for now the front runner is First Majestic (TSX.V: FR) with Endeavour Silver (AMEX: EXK, TSX: EDR) being the close second. It is a pure speculation on our part, but we don't see anyone else at this point who might have the ambition, resources and wherewithal to take on the consolidator role. Time shall tell.

There are a number of other stories that we would have liked to get into in, but they will have to wait till next time. For now, check out:

- Sterling Mining (OTCBB: SRLM) scheduled to go into production by year end
- Minefinders (AMEX: MFN, TSX: MFL) also to be in production this year
- Excellon (TSX.V: EXN) should soon be done with its silver debenture and truly shine
- Garibaldi Resources (TSX.V: GGI) with some of the best silver (and gold) assets in Mexico, not counting Peter Megaw
- Aura Silver (TSX.V: AUU), bet on the management that brought you Ur-Energy
- Revett Minerals (TSX: RVM), very undervalued Montana story (more on Montana in the future).

If you decide to follow up on these companies, do your own due diligence, we own shares in most of them.

We would also like to pat ourselves on the back as we're among the first to bring you companies like Mag Silver, Esperanza Silver, Minera Andes, Genco Resources, Sabina Silver - all huge winners - and congratulate those who followed us into them.

In case you're wondering, we're still very bullish on silver. The best is yet to come.

April 10, 2007
By Sean Rakhimov
Editor, SilverStrategies.com

Excellon, mit Mantoverbindung: Hilfreich beim Produzieren.
Da war schon wieder was durchgesickert, weil sonst wär sie nach der letzten meldung mal abgetaucht.
Hier noch mal zur Erinnerung:
http://biz.yahoo.com/ccn/070403/200704030382293001.html?.v=1

http://biz.yahoo.com/ccn/070411/200704110383405001.html?.v=1

Excellon Discovers Potential Link Between Guadalupe Mantos
Wednesday April 11, 1:04 am ET

TORONTO, ONTARIO--(CCNMatthews - April 11, 2007) - Excellon Resources Inc. (TSX VENTURE:EXN - News) is pleased to announce that the apparent 60 metre wide "gap" between the Guadalupe and Guadalupe South Mantos appears to be bridged approximately 25 metres above the elevation of these mantos. As part of the ongoing test-mining at Platosa, brecciated sulphide mineralization was traced upwards from the southeast end of the Guadalupe Manto to flat-lying massive silver-galena-sphalerite rich mineralization that is now being mined southeast towards the Guadalupe South Manto. Eighty-six metres farther southeast along this trend, Hole LP07-347 has intersected 5 metres of similar looking massive and brecciated sulphide mineralization at the same elevation 15 metres to the northwest of the limit of the Guadalupe South Manto (see attached map). An earlier hole, LP06-150, drilled 26 metres to the northeast of the Guadalupe Manto, cut 2.75 metres of brecciated sulphide mineralization grading 694 g/t silver, 4.23% lead, and 3.56% zinc at the same elevation and may also be part of the potential bridge.

The Company is also pleased to report that preliminary results from the property-wide airborne electromagnetic (EM) and magnetic (Mag) survey flown by Aeroquest International Limited in February 2007 have been received. Of particular interest is a strong northwest elongate Mag high along the southwest flank of the range beneath the Zorra and Saltillera areas (four to five kilometres west of the Platosa manto deposits) where widespread marble, hornfels, silicification, skarn and local high-grade mineralization occur. Recent drilling in this area has encountered significant thicknesses of polyphase granitic intrusions affected by strong pyritization, potassic and sericitic alteration, and sulphide stringers. EM conductors flank this high in several places and locally correspond to NSAMT conductors from earlier surveys. Similar intrusive systems are central to the largest Carbonate Replacement Deposits worldwide and mineralized skarn bodies along their contacts are major sources of silver, lead, zinc and copper in Mexico. Excellon is incorporating the survey results into its targeting criteria and will continue testing the Saltillera-Zorra area with two diamond drills. The data reviewed by Excellon geologists to date has not been fully processed and interpreted. Excellon expects that final results will be available by early May.

"We are very pleased to be tracing the anticipated link between the Guadalupe and Guadalupe South Mantos, both because continuity of mineralization is a hallmark of major manto systems, and because this represents additional mineralization easily extracted through our existing test-mining infrastructure," said Richard Brissenden, Excellon's chairman and CEO. "We are also pleased to see the extent and strength of the Mag and EM anomalies in the preliminary airborne data. The surface alteration and mineralization above these anomalies has long suggested that the source of the Platosa system lies in this area and the nature of the intrusions and related alteration reinforce this. We look forward to drilling the additional targets we expect will be indicated by the final processed airborne results."

[Blockierte Grafik: http://www.ccnmatthews.com/docs/exell411.jpg]

Die einzige Frage lautet:
wer macht den big hit?

Stell mal einige karten rein: find nichts G´scheites.
Die alte gute ist überholt.

[Blockierte Grafik: http://www.staccatogold.com/i/maps/OverviewMap.jpg]

Die Aurogin Mappe zeigt gut das Mc Cove gebiet von Victoria.
Aber Victoria hat viel land gestakt in letzter zeit.

Die Homepage von victoria ist ein frechheit. Bewusst so!
Da soll nicht viel informiert werden

http://www.victoriaresource.com/

Hallo value,
schöne reise wünsch ich.
Es kann folglich nur aufwärts gehen.

Grüße
Tschonko

Hallo gutso,
trial heißt auch gerichtsverfahren.

Grüße
Tschonko

Hallo Edel,
die Rubicon läuft schon länger, Mc Ewen Bonus.

Die XCAL Ergebnisse sind für mich besser als die UXG, die sind etwas enttäuschend. Aber UXG steigt, weil sie froh sind, dass überhaupt was da ist.
Na gut, war ein Scherzerl.
Aber gleich 30%??
Vom Timing her wie angekündigt.
Zuerst Einverleibung dann Meldung tonkin springs.

Ich glaub, bei VIT ist 0,84 ok. Ich hab 1,21!
Wenn es was wird, ist das auch ok.

Oremex: das ist bereinigt, glaub ich.
Bei GG gab es ja Ähnliches vor ca 6 Wochen , stand in Mexico groß in den zeitungen tagelang. War Los Minos??
Nur bei uns war nichts davon zu hören.
Das ist aber auch bereinigt inzwischen, glaube ich.

Noch was für den Minera Andes thread: Sehr erfreulich
http://biz.yahoo.com/prnews/070410/to402.html?.v=17

Grüße
tschonko......

Hallo gutso,
bei SRLM ist der Preis des nächsten PP entscheidend.
Jetzt kauf ich sie nimmer. Womit auch?

Für mich bleibt der Ton bei Szabo seit Monaten gleich.
Beim SNS Hype von Moriarty hat er geschrieben, wenn schon unbedingt SNS dann 4 Sterling für eine SNS.
Du solltest lieber nachdenken, was er immer mit "trials" meint...

Hast den Artikel über Indium gelesen?
Das ist doch das schwere ding....! (vorige Seite)

EXM u.EXN: war als Alternative zu ECU gedacht.

Hallo Edel,
sonderbar heute vormittag war er noch da.
Hab den link benützt in diesem Thread, als ich das erste mal über den merger schrieb. Hab ihn ja mühsam formatiert.

Auf der Homepage ist er unter Investors Corner: Media coverage:
http://www.morgainminerals.com/s/MediaCoverage.asp

Gell, die Nevada Geologieg´schicht ist spannend!
Ich weiß es schlicht und einfach nicht bei VIT.
Es wird noch viele Meldungen geben heuer.

Wen der Merger AUQ und MGM interessiert und da ensteht wirklich ein feiner kleiner producer mit mehr als einer Mille oz AU Reserves.

http://www.morgainminerals.com…AUQ_MGM_March_22_2007.pdf

OK und EXN gibt´s heute unter pari in D, dafür kaufen sie wie verrückt FR.V nach einer Empfehlung.

Grüße
Tschonko

Manchmal passt etwas wirklich gut zusammen.

Heron erwähnt Marifil und ich bekam gestern sofort Antwort von Greg Taylor, den ich Mitte März angemailt hatte, er war aber auf Reisen.
Gestern erinnerte ich ihn an das Mail und bekam eine ausführliche Antwort auf meine Fragen.
gtaylor@g-tinvestorrelations.com

Es geht da um den Merger von Aurogin (AUQ.V) und Morgain (MGM.V

Jedenfalls ist Greg Taylor auch für Marimil tätig!

Die Zusammenfassung des Inhalts verschiebe ich mal, aber er wies wieder auf die Person von Chester Millar hin, die ich hiermit nun nochmals genauer vorstellen möchte.

Hat schon was für sich, sich solche Co. zu wählen, die sehr gute Leute beschäftigen.
Wer hat die besten Geologen in Nevada?
Wer hat die besten Kenner in Mexico?
Oder in Mexico die besten Arbeitsteams?

Ein Porträt von Chester Millar, Chairman: siehe link.
Ein Stück MINENGESCHICHTE!

Mr. Millar served previously in the positions of Chairman, President and Director of Alamos Gold Inc. He is a pioneer of heap leaching gold production and of the large-scale bulk mining methods used for mining low-grade gold deposits in the Western United States. Under his guidance, Afton Mines (1968-1973), Glamis Gold Limited and Eldorado Gold Corporation grew from small exploration and early production concerns into substantial mining companies. Mr. Millar served as Chairman of Glamis Limited from 1985 to 1998 and as Chairman of Eldorado Gold Corporation from 1992 to 1994.

Sollte man lesen! Artikel über Millar
http://www.morgainminerals.com/i/pdf/Che..._V4_Issue_1.pdf

Hab den formatiert, Fotos über link.

Born in 1927 in Powell River, British Columbia, Chester Millar
is still going strong after an illustrious career in the mining
industry. A graduate of the University of British Columbia,
he holds a degree in Geological Engineering. While he could have
retired many years ago, his love of mining keeps him active, although
he spends what time he can at his retreat on Maui.

Resource World: How did you start your career?

Chester Millar: After graduating from UBC, I worked for both a coal
and iron mining company. I then went into the drilling and blasting
business with a construction manager. We participated in building
the Trans Canada Highway, the PGE Railway and projects of
that nature. What attracted you to the mineral exploration business?
Since I was drilling for exploration companies, I became familiar
with that business and recognized an opportunity when I saw one.
I wanted to use the percussion drilling techniques that I had been
using for highway construction for mineral exploration.
What brought you to the Kamloops, BC region and the Afton
Mine property?
While on a drilling job near Kamloops, I became aware of the
copper and gold mineral possibilities in the region. I optioned the
Afton property from a prospector and put my drill to work there.
That resulted in the discovery of the Afton orebody. I didn’t have a
geological theory or even any sample assays because there were no
outcrops. I just knew the area was prospective and began drilling
— wildcatting, you might say. You could say I was just lucky.

What do you make of New Gold Inc.’s recent copper-gold-platinum
discovery below and beyond the old Afton open pit?

It wasn’t a surprise to me. I knew there was a deep root to the Afton orebody. Dr. Norm Keevil at Teck Corp., the former operator,
told me that a deep hole had intersected copper, but it wouldn’t be possible to extend the existing pit to make that zone mineable,
so it remained a curiosity at the time. I am gratifi ed to see the success that New Gold is now experiencing. (Teck Corp. since merged
with Cominco Ltd. to form Teck Cominco Ltd. [TEK.SV.B-TSX])
After the success of Afton, what prompted you to explore Southern California?
This was 1972 when Dave Barrett’s NDP government was swept into power in British Columbia. They absolutely destroyed the
mining industry in BC. I liked Arizona and California, so I found a drill rig, hired some local people, and began drilling exploration
properties in that region — again what you could call wildcatting. However, I wasn’t drilling blind — I spent a great deal of time in libraries researching various mineral properties.

I also got involved with the owners of the Voit Rubber Company in the U.S. They had a gold property in California with a mill that didn’t work properly. I suggested the heap leach mining method. The owners
said OK and I became a part owner of the America Mine.
I continued to option properties and, after fi ve years, I came upon the gold property that became the successful Picacho Mine in
southeast California, about 20 miles from Yuma, southwest Arizona.
It just so happened that at that time I was working on what became the [now shut down] Mesquite Mine, one of the largest gold mines in California. I had optioned the property. I had read a brochure published by
the US Geological Survey that outlined its invention of the heap leach process. It then occurred to me that it might also apply to the Mesquite property. I followed the “directions” in the brochure and built the fi rst open pit, heap leach gold mine in California. I just happened to be the right guy at the right time with the right technology and the right property.

So you next applied heap leach technology to the Picacho Mine?

I had to give up the Mesquite Mine. Between a stock market crash and low prevailing gold prices, I had to let it go. So I moved my operations over to the nearby Picacho Mine which became the foundation for
Glamis Gold Ltd. [GLG-TSX, NY]. (The accompanying photograph shows an 8,000- ton heap leach experiment designed to perfect the
technique at Picacho)

When I visited the Picacho Mine a few years ago, I noticed you had transplanted cactus and other desert plants to other locations rather than just bulldozing them out of the way. Did you have a good earth stewardship program from the start?

I was always careful to treat the earth as best I could. To some people, mining has a bad name, and I wanted to be a responsible miner. With
this attitude and the more rigid environmental regulations in California, it made sense to do the best we could. I like to think we had a very clean and neat operation at the [now mined out] Picacho Mine. Maybe it was 75% following the stricter regulations, but the other 25% was the Glamis
employees trying to be environmentally responsible by taking things even further than required.

What about your involvement with Alamos Minerals?

Alamos has an interesting history. Alamos started out as a quite different company. I was approached by Jim Mancuso, the ex-president of Chevron Metals, an off-shoot of Chevron Oil. Jim told me that Chevron had developed a new workable exploration technology. He said he wanted to raise some money and use the Chevron technology in South America. I raised US $2.5 million privately and spent much of it using
the Chevron device, which was essentially taking photographs
of the earth from outer space – space imaging from satellites.
It was a futile effort and I told Jim to forget South America
— I wanted to explore Mexico.
With the money I had left, I optioned a copper property near the town of Alamos. We drilled it and got some encouraging results, so we formed a publicly-trading company and called it Alamos Minerals. We sold the property for US $1 million cash to Phelps Dodge which provided the initial
funding for Alamos Minerals. We spent a few years making mistakes — we tried to start a mine in Peru and that didn’t work out. Same thing in Sonora, Mexico. Eventually, a friend brought National Gold’s Mulatos property in Mexico to my attention. We took over National Gold and merged it with Alamos Gold. The mine is now going into production and my work with Alamos is pretty well fi nished.

What was your next project?

I felt welcome in Mexico and got involved with Morgain Minerals Inc. [MGM-TSXV], which is endeavouring to start a new gold mine — the Castillo — in Durango. Right now we are conducting our second bulk sample program. The first test was done on low-grade material and the present one is for high-grade material. The results will help indicate the
best mining methods for the project. This will also be a heap leach operation. Since the high-grade rocks are harder than the low-grade
ones, we have to see which is best — mechanically crushing
the high-grade or just leaching the bigger pieces of the
gold-bearing rock. We have about three more months
of this feasibility work and then we must complete some
fi nancing to place the mine into production next year.
According to a pre-feasibility report by independent consultants
ACA Howe, the Castillo Project hosts a resource of 9.3 million tons averaging 1.1 grams gold/tonne, representing 275,000 recoverable ounces of gold. The mine life is estimated to be at least 10 years.

How has the increase in the price of gold affected the
Castillo Project?

The rise in the price of gold will enable us to mine the lower
grade portions of the deposit which, of course, results in more
gold being recovered. This won’t generate a fortune; however,
it makes the mine bigger and longer lasting.
I’m always looking for other mineral acquisitions in
Mexico and Morgain just acquired the La Fortuna property
from Alamos. I think Mexico is a great place to build mines
— I feel like a kid in the candy store. Many of the cast-offs
from big companies are perfect for smaller operations.

Have you explored in other locales besides Mexico
and California?

A few years ago, I started La Teko Resources, which we
subsequently sold to a Mormon church group from Salt
Lake City. La Teko had a heap leach mine in Alaska – the
most northerly heap leach gold mine in the world. I was also
involved in building the fi rst heap leach mine in Honduras.
I have tried heap leaching in North and South America and
New Zealand and it didn’t always work out. As an interesting
side project, when I was working in Mexico, I wrote a book
on heap leaching in Spanish for Mexican engineers and other
interested parties – it was well received.

Doug Beiers (hat Artikel über EDG u. IPT geschrieben) über EDG:

"excellent interview with Fred Davidson - he is being very candid here so for EGD longs, a must view

http://www.richmondclub.com/EnergoldDrilling.asp

I no longer own any (rolled profits into more spec plays), my partner and my friends do, I prefer the drill plays etc - but - I have no doubt that Energold is a home run in motion and it couldn't have happened to a better man than Fred Davidson!

Doug
_________________
Let's retire a bit early and adventure this most interesting world! - http://www.TheSimpleInvestor.ca -"

PS.: ich hab sie noch alle und geb sie auch nicht her
Grüße
Tschonko

Hallo heron,
das ist ein sehr interessanter Wert, auch schon gut gelaufen.

PDO.V ist auch ein Argentinienwert, den hab ich jetzt voriges Jahr und heuer kurz getradet im frühjahr.

Bei MFM.V geht´s auch um Indium, ebenso bei Argentex AGXM.OB.

Interessanter Artikel dazu:

Pure Metals: Where to Find Indium
Thursday, February 22, 2007
By Luke Burgess

http://www.stockhouse.com/shfn/editorial.asp?edtID=19360

Grüße
Tschonko

PS: DNI.V setzt Anstieg fort. Da CFTN.PK nicht steigt, wird es um die Diamantenproperties gehen und nicht um Silber/Nickel.