Beiträge von Schwabenpfeil

  • Macmin Silver Ltd. WKN 897 010 AU000000MMN6 MMN

    Zitat

    Original von Odin
    Fallen irgend welche Unkosten an und wenn wie viel ?
    Könnte eine böse Überraschung werden, die Banken hier sind doch so gierig und da werden wir doch keine willige Opfer sein!!!!! Oder?
    Das die Option sinnvoll ist, setzt doch voraus das der Kurs über 0,25 A$ steigt. Die Frage ist wann kann man die Option ausführen? Kennt jemand die genauen Bedingungen?
    Gruß Odin


    Hallo Odin,


    es fallen m.W. nach die ganz normalen Bankspesen wie für eine Transaktion über die Börse an. Oder hat jemand andere Erfahrungen ? Optionen sind in der Tat nur attraktiv, wenn Macmin im Oktober 2008 über 0,25 ASD steht. Aber: Für was sind wir hier Silberoptimisten ??? ;)
    Die genauen Bedingungen habe ich gerade nicht vorliegen, da auf Dienstreise. Kann ich aber am Wochenende posten ...


    Gruß
    Schwabenpfeil

  • PANORAMIC RESOURCES (ehemals Sally Malay Mining) WKN AOQ29H

    Zitat

    Original von Jürgen
    Soeben wurde Australien im Fernsehen vorgestellt. Es war kein geringerer als der Börsensender NT-V selber. Und jetzt haltet euch fest, Sally -Mallywurde als einziger Einzelwert zum kauf empfohlen. Mal sehen was morgen mit dem Wert passiert.


    Kann sein, dass es heute nach Norden geht, aber häufig sind solche Bewegungen auf Grund von Empfehlungen nicht von langer Dauer.


    Gruß
    Schwabenpfeil

  • Thistle Mining

    Zitat

    Original von hpopth


    Du hast doch so ein schönen Schluß-Satz, ´
    Die Börse ist ein Paternoster...... man muß nur die Nerven behalten.


    Schön, wenn Dir mein Schlußsatz auch gefällt ...


    Gruß
    Schwabenpfeil

  • Macmin Silver Ltd. WKN 897 010 AU000000MMN6 MMN

    Zitat

    Original von zeitgenosse


    Ich nehme an, dass es sich um den Manager von Macmin handelt.
    Wer kennt sich aus, wie so ein Vorgang einzuschätzen ist.?


    Es handelt sich um den Managing Director, also die Nummer 2 von Macmin ... Ich wüßte auch gern, wie dies die Erfahrungsträger im Board einschätzen, aber offensichtlich will über KE und Insiderverkäufe kaum einer diskutieren ?(


    Gruß
    Schwabenpfeil

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Aus dem wöchentlichen Smart Investor weekly:


    Vorsicht bei Edelmetallen


    Anders als im Heft zuletzt dargestellt, könnte bei den Edelmetallen auf Sicht der kommenden Wochen doch noch eine letzte Schockwelle nach unten anstehen und im Gegenzug eine deutlichere Erholung beim US-Dollar. Vor diesem Hintergrund ist die Reduzierung unserer Position in Silver Standard Resources um die Hälfte zu verstehen (sh. "Musterdepot"). Auf die Edelmetalle und den Dollar werden wir in einer Woche eingehen.


    Gruß
    Schwabenpfeil

  • Macmin Silver Ltd. WKN 897 010 AU000000MMN6 MMN

    Offensichtlich führt Macmin gerade eine Kapitalerhöhung durch. In meinem Depot sind jedenfalls Bezugsrechte eingebucht worden. Ein Anruf bei der Bank ergab ein Bezugsverhältnis von 8:1 bei einem Kurs von 0,14 AUD. Umgerechnet sind dies 0,08 EUR. Der aktuelle Briefkurs in Frankfurt ist 0,078 EUR. Es handelt sich also momentan bei dem BZR um einen "negativen" inneren Wert ?(. Ist dies bei Macmin so üblich ??? Bin mal gespannt, welchen Erfolg die damit haben ...


    Gruß
    Schwabenpfeil

  • Thistle Mining

    Das mittel- und langfristige Potenzial sollte man Thistle auf keinen Fall absprechen. Soweit ich die jetzige Informationssituation deuten kann, wäre Thistle bei niedrigeren Rand Kursen einer der interessanteren Explorer. Die Frage ist vor allem, ob Sie die gegenwärtige Situation überleben können. Genau an dieser Stelle ist bspw. Martin Siegel vom Goldmarkt sehr skeptisch und riet bisher zum Verkauf.


    Gruß
    Schwabenpfeil

  • Mines Management Inc./ MGN (AMEX)

    Hallo totschi,


    danke für die zusätzlichen Erläuterungen, die wirklich interessant waren. Ich werde MGN mal auf die Watchlist nehmen und mich weiter mit dem Wert beschäftigen. Wäre auch schön ,wenn sich einer der Erfahrungsträger im Board mal "drüberbeugen" könnte und hier seine Meinung posten würde ... ;)


    Gruß
    Schwabenpfeil

  • Nevsun Resources Ltd. WKN 901 340 CA64156L1013 NSU

    Artikel zwar über Sunridge Gold, gilt aber äquivalent auch für Nevsun und Sub-Sahara


    Gruß
    Schwabenpfeil



    Microcap Monday: Sunridge Gold
    Monday, September 13, 2004
    By Danny Deadlock
    Sunridge Gold Corp $0.72


    This week Sunridge (TSXV: V.SGC) is headlined because we mentioned the company in July when they appeared on the verge of a significant mineral discovery in Eritrea. On September 2nd Nevsun Resources (TSXV: V.NSU $2.37), Sanu Resources (TSXV: V.SNU $0.48) and Sunridge were directed by the government of Eritrea to halt all mineral prospecting and exploration work in Eritrea until further notice. This announcement dealt a devastating blow to the companies as more than half their market value disappeared in a week.


    In what " appeared" to be a stable political situation, Eritrea turned on a dime and not only halted all exploration work by foreign companies, but kicked the last foreign journalist out of their country, and suspended travel on key roads by a large United Nations peace keeping force.


    We're used to seeing risks on microcap companies but how do you deal with people who restrict the movement of the United Nations or view journalists as spies. Since independence from Ethiopia in 1993, Eritrea has faced the economic problems of a small, desperately poor country where 80% of the population depends upon farming and herding. During the past year however, a few companies have uncovered what appear to be very significant base and precious metals deposits. In a country that is desperate for economic growth, these discoveries have the potential to create significant employment and some key diversification for their economy. The only way to accomplish this however, is through the help of foreign companies who have the expertise (and access to capital) lacked by the locals.


    There is a lot more at stake here than the fate of a few small mining companies. If this country has any hope of economic recovery and helping the millions who are starving (2/3rds of its 3.7 million population require humanitarian assistance), it needs foreign investment. Not only does it appear that regions of the country may be very rich in gold, silver, copper and zinc, but the potential also exists for oil & gas. These may be small companies (Sunridge & Nevsun for example) but they are key to the future of Eritrea. If the government does not demonstrate good faith and a willingness to work with even the smallest ones (who are prepared to take the early stage exploration risk), it is very unlikely they'll ever see investment from larger multi-nationals.


    Any scenario (and outcome) is possible but we believe it's one of the following:


    1) UN Secretary-General Kofi Annan in his latest report on the situation in Eritrea and Ethiopia warns of the dangers of new warfare between the two neighbours. While both parties stress that they have no desire to unleash an armed conflict, they reportedly continue to arm themselves and state they would not hesitate to react if provoked. All within one week we saw the last foreign journalist kicked out, UN movement restricted, and exploration halted by foreign mining companies. If Eritrea is preparing for war, they are acting in good faith by restricting the movement of foreigners without disclosing their plans. Under such a scenario, these stocks will only move lower and should be avoided like the plague.


    2) The government of Eritrea views these discoveries as significant and wants them for their own. In which case they will kick out the foreigners, seize the properties, and mine them on their own. This would be political and economic suicide. The people of this country are very poor and unskilled. Not only would this have mining disaster written all over it, but the current government would be slitting their own throat when it came to attracting foreign investment of any kind. These may be small companies but a serious precedent would be set. Under this scenario (which appears very unlikely), any investment in Sunridge would prove worthless.


    3) The government views these discoveries as significant and wants to either re-negotiate terms (ownership, taxes, royalties, etc.) or clarify (improve) existing terms. Large scale mining is new to this country and it's possible they only want to ensure they are not being taken advantage of by foreigners. After seeing the final BBC journalist kicked out and UN movement restricted, the President of this country obviously doesn't trust foreigners. He also may not be stupid and realizes the money a successfully run gold mine can generate for his own benefit - one would hope to feed his people but likely it's to build his military.


    The Eritrean mining code is defined by the Mining Proclamation 68/1995 and outlines the following terms (maybe these are under negotiation now that larger discoveries are being made and the country needs more money for it's military).


    " Royalties are payable of 5% on precious metals and 3.5% for metallic and non-metallic minerals including construction minerals. Some incentives for mineral exploration and development work include low custom duties of 0.5% on imported goods used for mining operations, while profits from exploitation can be freely repatriated. A holder of a mining license would pay income tax of 38% on taxable income. In the case of an economic mineral discovery, the Eritrean government has a right to a 10% equity participation in the project, with the option of an additional contributing 20% “by agreement”."


    I doubt scenario #2 is happening but #1 or #3 are very likely. If it's war, this is a terrible investment. If it's a renegotiation of terms because these are significant discoveries, then the current trading level may represent significant value. Regardless of what happens, this adds a new element of risk to investing in Eritrea. Many funds and institutions may be reluctant to finance projects in this country. However, if major metal discoveries are made, greed will likely overcome logic and a significant speculative value will build back into the stocks.



    --------------------------------------------------------------------------------


    Disclosure: Danny Deadlock owns 5,000 shares of SunRidge Gold

  • Thistle Mining

    Press Release Source: THISTLE MINING INC.


    High Grade Intercept Announcement
    Tuesday September 14, 9:30 am ET


    TORONTO, Sept. 14 /CNW Telbec/ - The directors of Thistle Mining Inc. (TSX: THT and AIM: TMG) are pleased to make the following announcement with regards to the Eldorado Massives at its President Steyn Gold Mine in South Africa:


    Minkie Block - In the process of drilling for the commercial extraction of the Minkie block, the results of a diamond drill hole have recorded 14 metres of reef land grading 25 grams per tonne. The hole was drilled at approximately 25 degrees to the dip of the ore body and represents a true width of about 5.5 metres. This particular ring is due to be blasted on 20 September 2004 and is expected to return approximately 8,000 tonnes of ore.


    Big Bertha Block - Development has begun into the Big Bertha Block which is expected to commence commercial production in June 2005. A raise being developed on the bottom contact of the EA1 reef of this block has been sampled over the first 10 metres returning values of 91.8 grams per tonne over a channel width of 161 centimetres.


    The above was reviewed by Mr. Gerald Cantello, Mineral Resources Consultant and confirmed by Mr Peter Camden-Smith, (M.Sc. (UCT); GD Eng. (Wits); M.B.L (Unisa; Pr.Sci.Nat) the Company's independent consulting geologist and competent person. The assays were done by JS Laboratories of Allanridge, Free State, South Africa.


    Commenting on the results, Mr. Gerald Cantello commented " This indicates the potential of this project for the longer term."


    %SEDAR: 00005358E

  • Mines Management Inc./ MGN (AMEX)



    Hallo totschi,


    habe mir mal das Corporate Profile durchgesehen. Sieht wirklich nicht uninteressant aus ... Dort habe ich allerdings keinen Hinweis auf die Förderkosten gesehen, hoffentlich hab ich nichts überlesen ... ;)


    Weiter heisst es dort: "In 2002, Noranda elected to withdraw ... at no cost"


    Weshalb hat sich Noranda damals so entschieden ? Pure Dummheit ??? ?(



    Gruß
    Schwabenpfeil