Beiträge von RohstoffBulle

  • Trading mit Minenaktien

    GORO habe ich mittlerweile stark reduziert, das weitere Potential ist meiner Ansicht nach stark begrenzt.


    Stattdessen habe ich größere Positionen bei den extrem unterbewerteten fortgeschrittenen Gold-Exploreren:


    Northern Gold Mining (NGM),
    Prodigy (PDG),
    Barkerville (BGM),
    Geologix (GIX)
    aufgebaut.


    Auch von CPN halte ich eine große Position.


    Topfavoriten sind weiterhin NES und mit einigem Abstand dahinter GCU.
    Es gibt ganz wenige Aktien, die wie NES in diesem schwierigen Marktumfeld solch eine beeindruckende Performance hingelegt haben.



    Ebenfalls für sehr interessant halte ich fortgeschrittene SilberExplorer, die schon über eine NI-Resource verfügen... wie bspw. CMA (Cream Minerals).
    Im Silber-Bereich liegen die Produktionskosten bei unter 5$ je Unze... Der Durchschnittliche Verkaufspreis im 2. Quartal war laut einiger Geschäftsberichte ~39$.
    -> Werte wie CMA sind unglaublich unterbewertet und haben einen sensationellen Hebel auf den SIlberpreis...

    Meinen Depotwert INM halte ebenfalls ich für hochinteressant und kaufe weiter zu...! Insiderkäufe bestätigen dies

  • Trading mit Minenaktien

    AAU wurde von Peter Zihlmann und auch von James West (MidasLetter) empfohlen.
    Die jüngsten Bohrergebnisse waren beeindruckend, nun wird eine erste NI-43-compliant - Resource erarbeitet.


    Die MarketCap steht in keinem Verhältnis zu den Ergebnissen. Bei Explorern in diesem frühen Stadium spielt das Länderrisiko noch nicht so eine große Rolle... sondern in erster Linie die Bohrergebnisse!

  • Trading mit Minenaktien

    BGM - Facts:


    Gold Production


    First full year - 2011 gold production plan: 50,000 ounces


    - QR Mine (underground, 4.69g/t @ 4g/t cutoff)
    - Bonanza Ledge (in permitting, 10.23g/t @ 2.839g/t cutoff)


    Dore gold production began mid September 2010
    - Initial run rate of 600 t/d (capacity 900 t/d)
    - Dore bar pour every 5-6 days


    Low start-up cost: Approx $6,000,000 – Early cash flow


    Production expansion plan to 150,000 oz/year


    Drilling 2011


    Diamond Drilling (over 1,300 holes/300,000m permitted)
    - QR North Zone (Jan – Mar 2011)
    - Cow Mountain (underway, Jan – ongoing))
    - Barkerville Mountain (underway, Feb – ongoing)
    - Grouse Creek (scheduled to begin June 2011 – ongoing)


    Ore Development
    - QR North Zone (Q3 2011)


    Mine Development
    - Bonanza Ledge (Q1, 2011 pending permit)


    Resource Updates


    - BC Vein data from 2006 – present (commissioned April 2011)
    - Bonanza Ledge (scheduled for completion in July 2011)
    - Cariboo Gold Quartz on Cow Mountain (scheduled for completion Aug 2011)


    Production Expansion


    - Goldstream Mill (scheduled for completion end of 2012, subject to permitting)


    Total Reserve and Resources


    Metric Tonnes Gold gpt Contained Gold Ounces
    Proven & Probable 4 91,002 7.39 116,640
    Meas & Ind 7,024,295 2.63 635,274


    Analyst Coverage
    Matthew Zylstra
    Northern Securities
    Initiating Coverage, Jun 17, 2010 (15 pages)
    • Research Note, Jun 30, 2010
    • Research Update - Site Visit, Sep 27, 2010 (6 pages)


    ------------
    fazit:


    exzellente kaufgelegenheit

  • Trading mit ETFs, Optionsscheinen, Futures und anderen Derivaten mit Edelmetall-Basis

    ---


    aus der übernahme meiner RBI - anteile liegen auch noch Kinross - Warrants in meinem depot:


    KINROSS GOLD WTS14
    CA4969021803
    TSX: K-WS-D


    K.WT.D
    Exchanges: TSX (symbol: K.WT.D)
    CUSIP: 496902180
    Outstanding: 25.8 million
    Expiry date: September 17, 2014
    Conversion: 1 warrant + US$21.30 = 1 common share of Kinross
    Warrant agreement: Click to download (PDF)


    http://www.kinross.com/media/1…eptember%2017,%202010.pdf
    http://www.kinross.com/investo…re/share-information.aspx


    Kinross common shares are traded on the New York Stock Exchange (symbol: KGC) and the Toronto Stock Exchange (symbol: K). To purchase shares in the company, contact any brokerage firm.
    http://bigcharts.marketwatch.c…type=&freq=1&show=&time=7



    kinross stand 2008 bei ~ 26 USD, aktuell 15,5 USD. ich bin sicher, diese warrants werden nochmal sehr viel wert sein...

  • Gold Resource / GORO (ASE)

    die kursentwicklung ist desaströs: schon im DEZ 2010 waren wir bei 29 $.
    trotz produktionsbeginn steht ein kursrückgang zu buche...


    andere juniors, die ebenfalls gerade mit der produktion begonnen haben, wie bspw. AVR AVION GOLD haben wesentlich besser performt.


    GORO wird mit mehr als einer MRD $ bewertet... die frage ist, ob noch signifikantes aufwärtspotential besteht!?

  • Trading mit Minenaktien

    ich habe die letzten tage genutzt, massiv auf schnäppchen-jagd zu gehen... unter anderem bei PDG und NGM.
    außerdem sind mir einige nette rebound-trades geglückt!


    meine größten depotpositionen sind nach wie vor:


    1. NES
    2. GCU
    3. GORO


    im bereich der Early-Stage-Explorer sind meine Favoriten:


    1. EC
    2. CUI
    3. AAU



    aufgrund der schlechten performance der minenaktien in diesem jahr gehe ich aber verstärkt dazu über, OS auf den AU-Preis zu handeln.. langfristig möchte ich direkt den Goldfuture handeln.

  • Ecometals / EC (TSXV)

    Ecometals EC


    Beginn des zweiten Bohrprogramms Sommer 2011


    Rio Zarza
    Das Rio Zarza - Gebiet liegt nur ca. 600m vom 13,7 Mio Unzen Gold - Gebiet von Kinross (Fruta del Norte, FDN) entfernt.. FDN gilt als größte Goldentdeckung dieses Jahrtausends. Kinross hat 2008 FDN von Aurelian übernommen. Vorher hat sich der Aktienkurs von Aurelian vervielfacht.


    Das erste Bohrprogramm auf Rio Zarza wurde 2009 durchgeführt. Dieses erste „blinde Bohrprogramm war von geologischer Seite ein voller Erfolg:
    Es wurde zweifelsfrei nachgewiesen, dass Rio Zarza über diesselben geologischen Charakteristika verfügt, wie FDN!
    Dies wurde vom hinzugezogenen Spezial-Geologen Dr. Stuart Simmons (Expert Epithermal Consultant) nochmals bekräftigt.


    2. Bohrprogramm Sommer 2011:


    Im Mai 2011 hat man mit sogenanntem „shallow hole drilling“ begonnen. Später wird mit „deep drilling“ das Bohrprogramm erweitert.
    Im Laufe der kommenden Wochen sind erste Ergebnisse zu erwarten! Man darf gespannt sein…


    Financials


    Nach diversen Verkäufen anderer Projekte verfügt die Company über Liquididät >20 Mio CAD.
    EC wird derzeit mit gerade einmal 18 MIO CAD bewertet. Für das Bohrprogramm 2011 sind 4 Mio $ veranschlagt. Es besteht also keine Notwendigkeit für weitere Finanzierungen oder Kursverwässerungen.


    Fazit:


    EC bietet eine außergewöhnliche Chance auf einen Vervielfacher:


    - ein extrem aussichtsreiches Projekt
    - starkes Management
    - hervorragende Financials
    - massive Unterbewertung
    - historischer Goldpreis


    Aber: Geduld ist Erforderlich! Auch die Fruta del Norte – Exploration hat einige Zeit in Anspruch genommen!


    EC ist im Bereich der Early-Stage-Explorer derzeit eine der TOP-Chancen.
    Aufgrund der vorhandenen Liquidität ist der Kurs zudem nach unten abgesichert.


    Unter 0,30 CAD sind aus unserer Sicht Zukäufe absolute Schnäppchen!

  • Currie Rose Resources / CUI (TSXV)

    aktuelle einschätzung von Bullmarketrun:


    derzeit ist CUI spottbillig... unter 0,25 CAD bin ich dabei eine große position aufzubauen...





    Currie Rose Resources (CUI, TSX-V)


    Currie Rose managed to weather last week’s market storm pretty good…the stock hit a two-month high Tuesday when it traded at 21.5 cents before finishing the week at 19 cents, a loss of just a penny from the previous Friday…this is a very healthy technical situation…


    all of CUI’s major moving averages are now rising (10, 20, 50, 100, 200 and 300-day SMA’s)…a breakout through resistance in the low 20′s appears to be just a matter of when, not if, given the technical indicators and developments on the ground in Tanzania…


    the Currie Rose drill continues to turn at Mabale Hills, so a summer of interesting action in CUI is likely…


    three properties are being drilled at Mabale (Mwamazengo, Dhahabu and Sisu River) before


    the rig shifts to the flagship Sekenke Project about 200 kilometres to the southeast…


    CUI‘s first-ever drill program at Sisu River late last year gave reason for encouragement but this time around the plan is to push the holes a little deeper (150 metres or more) in hopes of cutting wider intersections and higher grade…


    reading between the lines of the July 5 news release, it’s possible the geologists liked what they saw in the first 3 holes as 506 samples were delivered to a nearby lab for assaying and drilling continued…after more holes are completed at Sisu River, the rig will test targets at Dhahabu and Mwamaznego…


    geochemical analysis has outlined a continuous anomaly over a few hundred metres that runs parallel to the west of a previously reported discovery at Mwamazengo where drill results included notable high-grade intercepts such as 34 metres grading 3.60 grams per tonne gold, 12 metres grading 9.11 g/t Au, 63 metres grading 2.59 g/t Au and 31 metres grading 5.97 g/t Au…


    we’re most excited, however, about the Sekenke Project which has “blue sky” written all over it…


    Sekenke is why we decided to start following CUI when it was trading around a dime last fall…

    results from satellite imagery provide additional evidence that Sekenke is a highly intriguing geological target and part of the same northwest trending structure that hosts Canaco’s (CAN, TSX-V) Handeni Project…


    satellite imagery has also shown that the structures at Sekenke are coincident with a strong alteration envelope…

    what’s unique about this project is that it surrounds and runs in between two former high grade Gold mines including Tanzania’s original producer…


    this greatly increases the chances of a discovery as it’s unlikely the former mines were fully exploited or explored as techniques a century ago in this industry obviously weren’t what they are today…


    CUI has a terrific chance to hit it big at Sekenke and we also wouldn’t be surprised if the company takes a shot at acquiring the former Sekenke Mine…

    that’s speculation on our part but it makes sense from a strategic point of view…


    pre-drilling exploration work continues at Sekenke to pinpoint the best targets…


    while its Tanzanian properties are the market’s major focus, Currie Rose could also benefit over the summer from continued good exploration news out of Trueclaim Exploration (TRM, TSX-V) which is currently conducting an 8,000 metre drill program at the Scadding Gold Property near Sudbury…


    Trueclaim, which continues to release decent assay results, has earned a 51% interest in Scadding and can acquire a full 100% interest by completing a feasibility study, paying $2 million to Currie Rose, and giving Currie Rose a 3% net smelter royalty…


    TRM announced last Tuesday that it has intersected a previously unknown area of Gold mineralization at Scadding with hole #48 assaying 5 metres grading 4.54 g/t Au (from 98 to 103 metres, assumed to be true width)


    …about 25 metres below that interval was a 10.25-metre section grading 1.37 g/t Au…TRM has drilled the North Zone, the South Zone and the Currie Rose Zone with promising results (the Central Zone, which could get really interesting, has yet to be drilled)…


    CUI announced a joint-venture deal January 25 with Australian-based Liontown Resources for Currie’s Jubilee Reef Gold Project in Tanzania…


    CUI’s focus is on the Sekenke and Mabale Hills Projects,


    so finding a partner for Jubilee Reef made sense…


    the deal commits Liontown to at least 5,000 metres of drilling at the property this year which will give Currie Rose a minimum of 23,000 metres of drilling at all of its properties in 2011…


    while Currie Rose has had its market cap shaved by more than half, from a high of nearly $40 million late last year to the current $17 million,


    what hasn’t changed is the quality of this company’s project portfolio which remains as high as ever…


    Currie Rose has all the cash it needs ($2 million) to complete an initial major round of drilling (10,000 metres) in Tanzania this summer,


    so there will not be any dilution of the stock at current levels as confirmed by President and CEO Harold Smith…

  • Gold Canyon Resources / GCU (TSXV)

    erneut starke bohrergebnisse! nach dem test der 2 CAD - marke wird es heute wieder stark bergauf gehen!
    4 CAD ist mein kursziel für das jahresende!




    Highlights:


    "We are very pleased to confirm high grades at shallow depth in the East Extension Zone," states Dr. Quinton Hennigh, Technical Advisor to and Director of Gold Canyon. "Although East Extension is a smaller target than the Portage Zone, it could potentially make a good starter pit. Holes SP11-066 and -067 demonstrate good continuity of high-grade mineralization along the southwest margin of this deposit. These results coupled with the corridor of near-surface mineralization that we discovered in drilling between the Portage Zone and East Extension last summer suggest we might ultimately be able to connect these two deposits."


    Operational Update


    On August 1, a medium lift helicopter mounted drills on each of the two barges currently on-site at Springpole. Availability of a suitable helicopter to lift the drills onto the barges has been hampered by the need of such aircraft to help fight extensive forest fires that have erupted in NW Ontario since early July. Due to this and other fire related issues, the Company's summer drill program has experienced slower core production than planned. Dry and warm weather conditions persist and the Springpole base camp remains on high alert.


    Two land-based drills have operated continuously at Springpole since late June. These rigs are currently drilling holes SP11-070 and -071, both tests of the Portage Zone drilled from the northeast shore of Springpole Lake. In addition, four metallurgical holes have recently been completed and will undergo an extensive series of metallurgical tests to be run over the next several months. With the barge drills operational, the Company plans to keep four drills operating through freeze-up, likely in early November. These rigs should produce around 9,000 meters of core, which is less than the 12,000 meters that was originally planned. Holes drilled this summer are expected to allow the Company to revise the 43-101 compliant resource estimate for the deposit sometime late in the second half of 2011.



    -> Ende des Jahres wird es eine aktualisiert NI 43-101 Resource geben...


    10 MIO oz werden kolpotiert...


    ich lege weiter nach, solange der kurs schwächelt

  • Newstrike Capital Inc. / NES (CVE)

    bombastische bohrergebnisse führen uns auf ein neues ATH von über 3 CAD!


    meinen einsteig zu 1,25 CAD habe ich rechtzeitig veröffentlicht!



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


    Newstrike Capital Intersects 120.00 Meters of 4.60 g/t Au at the Ana Paula Project


    VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 3, 2011) -


    NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR DISSEMINATION IN THE UNITED STATES


    Newstrike Capital Inc. (TSX VENTURE:NES) ("Newstrike" or the "Company") is pleased to announce the latest drill results received from the ongoing 2011 drill program at the Company's 100%-owned Ana Paula Project, Guerrero Gold Belt (GGB). This series of results is from drill holes that tested a variety of different targets, including the mineralized breccia body first intersected in drill hole AP-10-19, the shallow low-grade mineralization first intercepted in AP-11-36, a mineralized structure first intersected in AP-11-38, as well as new targets included in the infill and step out drill program already in progress.


    Highlights from this series include:


    Drill hole AP-11-52 intersected a 120.00 meter interval of 4.60 g/t Au, including intervals of 50.00 meters of 8.89 g/t Au, and 16.00 meters of 20.30 g/t Au; and two more intervals of 25.76 meters 1.78 g/t Au and 20.50 meters 1.94 g/t Au.


    Drill hole AP-11-53 intersected 108.00 meters of 0.81 g/t Au, and another 155.78 meter interval with 0.43 g/t Au.


    Drill hole AP-11-60 intersected 27.50 meters of 0.83 g/t Au and 42.4 g/t Ag that included a 3.04 meter interval of 3.12 g/t Au and 219.4 g/t Ag.


    Selected highlights from this series of drill results are presented in the following table. A complete table of mineralized intersects is available from the company website at http://www.newstrike.com.


    The best intersection from this series is from drill hole AP-11-52, the last hole completing a fan of infill holes to test the mineralized breccia body and set up on the same drill pad as discovery hole AP-10-19 (214.00 meters of 3.00 g/t Au and 5.5 g/t Ag, January18, 2011 press release). Drill hole AP-11-52 tested about 100 meters down dip of AP-11-51, which intersected 190.15 meters of 3.52 g/t Au (June 27, 2011 press release). AP-11-52 has successfully demonstrated the continuity of mineralization in the breccia body with depth, intersecting strong mineralization over 257.00 meters, including a 120.00 meter interval of 4.60 g/t Au that also includes a 50.00 meter interval of 8.89 g/t Au, and a 16.00 meter interval of 20.30 g/t Au. Other intervals intersected in this hole include 25.76 meters of 1.78 g/t Au and an additional 20.50 meter interval of 1.94 g/t Au. The entire 257.00 meter mineralized interval averages 2.59 g/t Au without using the 0.2 g/t Au cutoff protocol. More drilling is planned to extend the mineralized breccia body, which remains open along trend and at depth.


    Drill holes AP-11-53 and 55 are located about 150 meters southwest of and up section from the main mineralized breccia body, and were designed to drill a new low grade mineralization first recognized in AP-11-36 that intersected 159.5 meters near surface grading 0.57 g/t Au and 2.7 g/t Ag (April 20, 2011 press release). Drill hole AP-11-53, set up on the same pad to test about 100 meters downdip of AP-11-36, intersected 108.00 meters of 0.81 g/t Au with 6.4 g/t Ag including a 21.00 meter interval of 1.97 g/t Au with 16.5 g/t Ag. A second 155.78 meter interval of 0.43 g/t Au also includes a 14.80 meter interval of 0.97 g/t Au with 17.1 g/t Ag. Drillhole AP-11-55, located 50 meters to the west of AP-11-53, intersected low grade mineralization over a 160.60 meter interval that included 35.50 meters of 0.59 g/t Au with 8.8 g/t Ag, 68.30 meters of 0.67 g/t Au with 3.7 g/t Ag, and a 52.00 meter interval of 0.56 g/t Au with 16.0 g/t Ag. The entire 160.6 meter interval averages 0.60 g/t Au and 8.9 g/t Ag without using cutoff protocol. Both holes confirm a low grade near surface bulk tonnage potential located up section of the main mineralized breccia body.


    Drill hole AP-11-56 is a new step out hole from the same site as AP-11-55 and drilled to the northwest into a hillside with poor outcrop exposure. It is the first drill hole to test for mineralization up section and west of the mineralized structural corridor that has been the focus of all drilling to date at Ana Paula. AP-11-56 intersected favourable stratigraphy after passing through a relatively barren dike, and has confirmed the mineralization potential of this area with an intersect of 7.57 meters averaging 1.15 g/t Au and 7.7 g/t Ag. Much of the deeper portions of the drill hole also returned anomalous gold assays. The presence of mineralization in a similar geologic setting to that already known to be favourable at Ana Paula supports the area as a new target for drilling. Drill hole AP-11-54, located about 750 meters north of the mineralized breccia body tested a fault structure mapped at surface and did not intersect significant mineralization.


    AP-11-57, 58 and 60 are all drilled from the same site located about 900 meters northeast of the main mineralized breccia body and about 100 meters to the north of AP-11-38 and 39. This series of drill holes has confirmed the strike and continuity of a new gold and silver mineralization first identified in AP-11-38 and 39 (April 20th, 2011 press release). Drillhole AP-11-38 intersected 12.29 meters of 1.26 g/t Au and 157.7 g/t Ag; while AP-11-39 intersected 62.0 meters of 0.77 g/t Au and 20.3 g/t Ag including 37.15 meters of 1.03 g/t Au and 22.9 g/t Ag. In this series, drill hole AP-11-57 intersected the mineralized structure with a 9.00 meter interval of 0.71 g/t Au and 43.31 g/t Ag, drill hole AP-11-58 was drilled at a steeper angle and intersected sporadic mineralization, while AP-11-60 was drilled to the southeast to intersect a 27.50 meter interval of 0.83 g/t Au with 42.3 g/t Ag, including a 3.04 meter intercept of 3.12 g/t Au and 219.4 g/t Ag. More drilling is required to begin defining this new zone of gold and silver mineralization.
    A table of selected drill assay intervals greater than 0.5 g/t Au and/or greater than 5.0 meters.
    Drill hole From To Length Au g/t Ag g/t
    AP-11-52 102.00 222.00 120.00 4.60 3.96
    Includes 172.00 222.00 50.00 8.89 6.30
    and 187.00 203.00 16.00 20.30 6.73
    225.00 239.00 14.00 0.47 6.89
    259.00 284.76 25.76 1.78 4.84
    293.50 314.00 20.50 1.94 3.99
    Includes 307.70 312.90 5.20 3.37 11.52
    320.57 343.50 22.93 0.49 0.30
    349.00 359.00 10.00 0.61 1.69
    AP-11-53 0.00 108.00 108.00 0.81 6.4
    Includes 43.50 91.50 48.00 1.39 11.1
    and 58.00 87.00 29.00 1.81 16.5
    and 60.00 81.00 21.00 1.97 15.9
    145.22 301.00 155.78 0.43 6.6
    Includes 145.22 155.50 10.28 0.73 3.9
    Includes 279.70 294.50 14.80 0.97 17.1
    AP-11-55 114.50 150.00 35.50 0.59 8.9
    Includes 135.00 144.00 9.00 0.76 23.5
    153.70 222.00 68.30 0.67 3.7
    Includes 184.00 206.00 22.00 0.97 6.9
    226.00 278.00 52.00 0.56 16.0
    Includes 236.00 263.25 27.25 0.74 22.9
    AP-11-56 477.43 485.00 7.57 1.15 7.7
    481.00 485.00 4.00 2.02 8.0
    AP-11-57 270.00 279.00 9.00 0.71 43.31
    AP-11-58 21.34 22.40 1.06 0.69 65.4
    53.00 55.00 2.00 2.68 40.0
    82.70 86.06 3.36 1.55 76.7
    AP-11-59 457.42 461.00 3.58 0.52 0.8
    469.00 493.00 24.00 0.84 0.7
    or 469.00 487.00 18.00 1.04 0.9
    AP-11-60 44.50 47.10 2.60 2.81 46.7
    132.37 139.47 7.10 0.51 7.6
    183.00 210.50 27.50 0.83 42.3
    Includes 187.50 210.50 23.00 0.96 48.8
    and 187.50 190.54 3.04 3.12 219.4


    Results from this series of drill holes confirm the strength and continuity of the high grade mineralized breccia body, which remains open along trend and at depth. Results also demonstrate the upside for new discovery as drilling continues to systematically explore the robust mineralized system that underlies the Ana Paula project area. The new zones of mineralization intersected with this series of drill holes are currently under evaluation for inclusion into future drill plans as the planned program of step out and infill drilling progresses.


    All reported drill intersects are downhole lengths. Holes drilled from west to east at -45 degree angles are nearly perpendicular to the perceived strike and dip of the sedimentary geology, thus are interpreted as a close approximation of true width; however, true width of the mineralization is not accurately known at this time. The Ana Paula Project is central to Newstrike's 88,000 hectares in the GGB and forms part of a district scale mining camp that is host to Torex Gold's advanced 'Morelos Project' and to Goldcorp's producing 'Los Filos' project.
    ........

  • Lexam VG Gold / LEX,LEXVF (TSX,OTN)

    die verwässerung durch warrants hält sich bei LEX noch in grenzen... es ist sowieso immer die fully-diluted market-cap zu betrachten!


    eine produktion wird es bei LEX nicht geben... schaut man sich die claim-map an, sieht man wer für eine übernahme infrage kommt...


    im ariva-thread war hierzu ein guter artikel verlinkt!

  • Wellgreen Platinum / WG, WGPLF (TOR, OTC)


    http://www.trendaktien.com/EN/538/1890





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


    Prophecy Coal Corp. (PCY)
    As of July 30th, 2011
    Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
    Jul 30/11 Jul 27/11 Lee, John Control or Direction Common Shares without par value 10 - Acquisition in the public market 30,000 $0.670
    Jul 30/11 Jul 28/11 Lee, John Control or Direction Common Shares without par value 10 - Acquisition in the public market 90,000 $0.670
    Jul 30/11 Jul 29/11 Lee, John Control or Direction Common Shares without par value 10 - Acquisition in the public market 40,000 $0.640
    Jul 25/11 Jul 22/11 McKenzie, Paul Direct Ownership Options 50 - Grant of options 30,000 $0.630
    Jul 25/11 Jul 20/11 Lee, John Direct Ownership Options 50 - Grant of options 500,000 $0.630
    Jul 25/11 Jul 21/11 Lee, John Control or Direction Common Shares without par value 10 - Disposition in the public market -200,000 $0.820
    Jul 25/11 Jul 15/11 Lee, John Control or Direction Common Shares without par value 10 - Acquisition in the public market 40,000 $0.620
    Jul 25/11 May 12/11 Lee, John Control or Direction Common Shares without par value [Amended Filing] 10 - Acquisition in the public market 16,000 $0.690
    Jul 25/11 May 19/11 Lee, John Control or Direction Common Shares without par value [Amended Filing] 10 - Acquisition in the public market 35,000 $0.610
    Jun 15/11 Jun 15/11 McGoran, John Direct Ownership Options 50 - Grant of options 30,000 $0.630
    [Amended Filing] - Amended Filing


    Do you want to see more filings for this company? Buy today's INK Research Company Report on Prophecy Coal Corp. (PCY). A sample report is available here.





    Prophecy Platinum Corp. (NKL)
    As of July 30th, 2011
    Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
    Jul 30/11 Jul 27/11 Lee, John Control or Direction Common Shares 10 - Acquisition in the public market 20,000 $2.820
    Jul 25/11 Jul 14/11 Prophecy Coal Corp. Direct Ownership Common Shares 22 - Acquisition pursuant to a take-over bid, merger or acquisition 26,917,643
    Jul 25/11 Jun 13/11 Prophecy Coal Corp. Direct Ownership Common Shares 00 - Opening Balance-Initial SEDI Report
    Jul 14/11 Jun 17/11 Patterson, David Michael Direct Ownership Options 50 - Grant of options 150,000 $0.900
    Jun 21/11 Jun 17/11 Consolidated International Investment Holdings Inc. Control or Direction Warrants 37 - Stock split or consolidation -1,575,000
    Jun 21/11 Jun 17/11 Consolidated International Investment Holdings Inc. Control or Direction Warrants 37 - Stock split or consolidation -675,000
    Jun 21/11 Jun 17/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 37 - Stock split or consolidation -2,991,150
    Jun 21/11 Jun 17/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 37 - Stock split or consolidation -1,350,000
    Jun 21/11 Jun 17/11 Consolidated International Investment Holdings Inc. Control or Direction Options 37 - Stock split or consolidation -450,000
    Jun 17/11 Jun 01/09 Resinco Capital Partners Inc. Direct Ownership Options 38 - Redemption, retraction, cancellation, repurchase -100,000

  • Lexam VG Gold / LEX,LEXVF (TSX,OTN)

    bei ariva gibt es einen sehr interessanten thread über LEX.


    kernaussage:
    McEwen übt massiv seinen einfluss aus:


    news werden zurückgehalten, kurs wird gedrückt (mit kleinen paketen manipuliert)!


    Ziel: kleinaktionären ihre stücke abzunehmen!


    mich würde interessieren: waren die McEwen - companies in der vergangenheit aktionärsfreundlich? oder wurde eher der kurs gedrückt?

  • Battle North Gold / BNAU, BNAUF (TSE, OTC)

    Slip Sliding Away


    The Incredible Shrinking Resource


    Rubicon Minerals released a Preliminary Economic Assessment (PEA) on its F2 Gold Project this morning. While the PEA does indicate that the project is viable at gold prices less than current spot, the study continues a trend for the company of reporting resource estimates with lower tonnes, lower grades, and less contained ounces (Figures 1 and 2). And while we might have expected a forecast mining grade (that includes dilution) that was somewhat lower than the previous (March 2011) resource estimate, the drop was greater than we had anticipated.


    We have revised our valuation for Rubicon based on this morning's release, with a resultant drop in our NAV estimate to C$3.47/share (previously C$7.37/share). Given the drop in valuation, we are lowering our rating on Rubicon to SELL (from BUY) with a new 12-month price target of C$3.50/share (previously C$6.70).


    Viable project, but less than expected


    The company's base case scenario in the PEA (that assumes a long-term gold price of $1,100 oz gold) suggests that the 100%-owned F2 Gold System could produce on average 180,000 oz of gold per year at an average cash cost of US$519/oz. The diluted life-of-mine grade of 13.87g/t is significantly lower than last March's average inferred grade of 17.29 g/t, suggesting mine dilution will likely be greater than 15%.

    The PEA suggests a mine life of 12 years with an initial capital cost of $214m, and estimates a pre-tax internal rate of return of 28% and a pre-tax net present value of US$433m. The payback period is estimated at 3.3 years.


    We continue to view the project as having upside and, while the cost estimates are in line with our previous forecast, we might expect additional exploration and development to add to the resource. Our valuation assumes that the company should be able to extend the mine life by about four years with the identification of new ore-grade material at grades similar to those proposed in the PEA.


    Updated resource estimate


    Rubicon also provided an updated resource estimate for its F2 Gold System. The new resource includes an indicated mineral resource of 1,028kt with an average grade of 14.5g/t, yielding 477,000 oz of gold and an inferred mineral resource of 4,230kt with an average grade of 17.0g/t, yielding 2,317,000 oz of gold. The company's previous estimate that was released at the end of March 2011 (which itself was a revision of an uncut November 2010 estimate) identified an inferred mineral resource of 5,500kt with an average grade of 20.34/t, yielding 3,597,000 oz of gold (the earlier resource estimate used a cut-off grade of 5.0 g/t vs. the current cut off of 6.0 g/t).
    ----------------------------
    enttäuscend v.a.:


    Zitat

    Figure 1: F2 Zone Resource Estimate has been lowered twice since November 2010, and the recent PEA suggests lower-than-expected mine recoveries and higher dilution



    .............................


    http://research.dundeesecurities.com/Research/RMX062911.pdf