Beiträge von bobelle21

Pitchstone mit Mini-Finanzierung für Exploartionskosten des interessanten Gumboot-Projekts . Finanzierung zu 0,60 CAD/Share aktueller Kurs 0,42 CAD. Grüße

http://biz.yahoo.com/ccn/080929/200809290488428001.html?.v=1

Edel, hab hier noch nen guten Chart, passt gut zu Deinem Titel. Grüße Quelle Casey Research

[Blockierte Grafik: http://caseyresearch.com/images/Gold%20S&P500%202.jpg]

Since 1975, the ratio between the one-ounce price of gold and the S&P 500 has averaged just over 1.3. Even at today’s $900 gold price, the ratio remains beneath its historical average and exponentially below the levels of the last major gold bull run in 1980, when rampant inflation and a declining dollar plagued the U.S. economy. Sound familiar?

The opportunity in this chart is clear; gold is grossly undervalued compared to the stock market, and the potential upside is enormous.

Value

bin schon wieder friedlich :). ich konnte es nur nicht mehr lesen, aber milly werden wir auch noch brauchen, wenn der pog bei 2000 usd steht und die juniors richtung mond unterwegs sind und er uns beim verkaufen unterstützt die von dir dargelegte investmentstragie kann ich nur unterstreichen.

grüße

goldcore: könnte durchaus passieren, kommt drauf an wo der POG und POS dann steht...

unterdessen FVI mit guten Bohrergebnissen: Fortuna Develops Soledad Vein, Caylloma Mine, Peru; Cuts High Grades Including 52,224 g/t Ag + 105 g/t Au Over 0.55 Meters

Grüße

Milly

langsam reichts. Nicht nur, daß Du immer wieder mit den selben Sätzen Dich x-mal wiederholst, so daß ich mitlerweile wahrscheinlich Deine durchaus lesenswerten Beitragsabschnitte nicht mehr mitbekomme, sondern auch anfängst die anderen Threads mit Deiner Eldo-Bekehr-Manie zuzumüllen. Das wirkt schon krank. Hier gehts um Values Depot, wenn Du was dazu zu sagen hast, dann bitte, ansonsten halt Dich mal zurück.

Fission endlich mit Ergebnissen. Ich würde es als erste Eingrenzung bezeichnen. Aber es wird noch Zeit vergehen bis man weiß, ob hier eine zweite Hathor entsteht. Grüße

Fission Energy First Phase Drill Program at Waterbury Lake Northeast Identifies New 'Discovery Bay Zone': Further Exploration Planned

The program was successful in identifying a significant basement hosted anomaly, which has been named the "Discovery Bay Zone". This zone of interest occurs within a broad east-west corridor which trends east towards the Roughrider Zone. The Discovery Bay Zone remains open to the west and southwest. Fission believes the Discovery Bay Zone may be associated with the Roughrider Zone, or a new system that runs approximately parallel to it. The intense hydrothermal alteration, in addition to coincident anomalous geochemistry and radioactivity indicates that the potential for significant uranium mineralization onthe Fission property is high.
http://biz.yahoo.com/iw/080923/0436585.html

@Edel

CNX find ich auch gut (viel thermal coal), ich musste mich aber für zwei entscheiden, da ich POT auch noch in die jew. Depots haben wollte. Dan Rice (Manager des Black Rock Global Resources Portfolios SSGRX) hat kürzlich alle drei (CNX, MEE, BTU) empfohlen. MEE ist eindeutig die günstigste und hat bereits für dieses Jahr die gesamte Kohle verkauft und bereits gute Preise für den größten Teil der Produktion 2009 und einen kleinen Teil für 2010 fixiert. Arecelor Mittal gilt als Übernahmekandidat für BTU bzw. MEE.

Grüße

IR von SVL hat mir bezüglich Finanzierung und Produktionsstart geantwortet, schnelle Antwort gibt nen Sternchen ;):

Grüße

Zitat von Edel Man

Die sehr großen Kohle - Aktien, wie BTU, ACI, MEE usw gingen fast parallel mit dem Ölkurs herunter.
Aber zeigen schon gute Erholungsansätze.

Habe mich für Massey Energy "erwärmt"

Ich bin auch sehr optimistisch für Kohleaktien. Konnte zwar aus Liquiditätsgründen nichts machen, habe aber bei "betreuten" Depots BTU, MEE und CNX Anfang letzter Woche Kaufaufträge verursacht ;). Morgen ist allerdings auf ein Gerichtsurteil zu achten, das einige Kohleaktien positiv wie negativ bewegen könnte laut Reuters.
http://www.reuters.com/article…r=1&virtualBrandChannel=0

Grüße

BQI mit Trading-halt: Pending News. Hab keine Position, bin aber trotzdem gespannt...

Hier der Grund: non-brokered private placement. Oilsands Quest will issue 5,142,857 shares of common stock on a flow-through
basis (the "Flow-Through Shares") at a price of US$3.50 (CDN$3.675) per
share to funds managed by or affiliated with UTA, for aggregate gross
proceeds of US$18.0 (CDN$18.9) million. Up to an additional 1,500,000
Flow-Through Shares may be issued to affiliates and employees of
Oilsands Quest at the same price per share for additional aggregate
gross proceeds of up to US$5.25 (CDN$5.5) million.
http://biz.yahoo.com/prnews/080922/to940.html?.v=2

Grüße

Tschonko

ja seh ich genau so wie Du. Ich hab der IR von SVL geschrieben und gefragt wie es mit der geplanten Finanzierung aussieht und ob sie den geplanten Produktionsstart in der ersten Jahreshälfte 2009 hinbekommen. Bisher haben sie immer Stück-für-Stück finanziert, so z.B. 3 Mio. $ für die feasibility studies im Juli durch die Macquarie Bank. Damals gabs als Gegenleistung Warrants zu 1,30 CAD für Macquarie , das klappt heut nicht mehr so gut ;). Wenn ich was höre, meld ich mich sofort. Mit dem Kurssprung der Edelmetalle befinden wir uns schon wieder im Base-Case-Szenario für Santa-Elena,was einer Verdopplung des Cashflows bedeutet.

Grüße

From Ed Steer:
Both gold and silver launched vertically the moment that the Globex trading system opened for business in the Far East on Monday morning. It's obvious by looking at any 24-hour gold and silver chart that the boyz were ready for it...and were on the attack immediately. Every
rally attempt was hit before it could fully find its feet. Gold was not allowed over $784...and shortly after the LBMA opened, even stronger selling pressure showed up. It was cap, cap, cap...all day long. With gold up $20+ yesterday, one would have expected the HUI to have been up as well...as it was up big on Friday. Didn't happen...or wasn't allowed to happen. It's also possible that there was a lot of mutual fund selling yesterday. If that was the case, then why wasn't it happening on Friday as well? Just asking.

Silver received special treatment. Its price peaked at about $11.20 at the Hong Kong open (Sunday night in North America)...and at the silver fix in London (7:00 a.m. New York time/12:00 noon in London)...the price was crushed for an additional 45 cents in half an hour. A lot of the freshly placed Comex longs from last week got blown out on that spike down. The boyz are desperate to get out from under their silver shorts.

Based on the devastating financial news over the weekend, silver should have been up $5...and gold up $150...but that wasn't allowed to happen. To top it all off, when I went to bed on Sunday night, the US$ was down about 110 basis points. When I turned on the computer Monday morning, the dollar was unchanged...and the Dow was only down 350 points. It should have been down 3,500 points!

Then to really add insult to injury, oil was down big on Friday and yesterday. Why? In a Bloomberg story over the weekend was the following..."The storm has closed 19 percent of the refining capacity in the U.S. At least 13 refineries in Texas shut down. The storm has
shut 97 percent of Gulf oil production and 93 percent of natural gas output, according to the Minerals Management Service." It will be months before production and refining capacity is back to anywhere near normal. Gasoline prices are on the rise just about everywhere...but not WTI. Normally news like this would have the oil price up sharply. Maybe it was just the baby being thrown out with the bathwater...like a lot of other things yesterday.

My coin guy had another stellar day yesterday...and he's only one small store. If his business activity is any indication of what's happening elsewhere, the physical off-take is enormous. In a story posted at Kitco out of the khaleejtimes.com..."Abu Dhabi gold shops are reporting up to 300 per cent more business...than this time last year." A jewellery shopkeeper said "customers are buying gold as though it is being offered free." The Central Bank Agreement on Gold starts a new year in just a week or so. It will be interesting to see who is left that might want to sell any and convert it into paper of any kind these days. After what the Bundesbank said last month, it will be of great interest to see if the ECB and its captive banks show up at the table.

I have three stories today. The first is from gulfnews.com and was filed from Baghdad. It's entitled "US may plot assassination of (Iraqi Prime Minister) Al Maliki". Al Maliki has basically told the US to take all their forces in Iraq and 'shove 'em where the sun don't shine'. Needless to say the Bush administration is not amused. As a non-American, and an avid believer of what's between the covers of John Perkins' book "Confessions of an Economic Hit Man", I find this story quite believable. The article is linked here.

The second story is from John Embry, Chief Investment Strategist at Sprott Asset Management in Toronto. His monthly epistle for Investor's Digest of Canada is entitled "Recent events 'extremely favorable' for gold" and the pdf file is linked here.

And lastly...I remember a comment made by James Grant a couple of months back when he said..."where's the outrage?" Well, I found some...and in an unlikely spot... at Bloomberg. In a piece entitled "Lehman Fails, Cops Get Caught Eating Doughnuts"...Jonathan Weil says
it all. He actually sounds a lot like Ted Butler talking about the CFTC, the Comex and the gold and silver market! See if you agree or not. The link is here.

Today the FOMC meets. Will we get an emergency rate cut? Who cares...it no longer matters. However, I note (in the wee hours of Tuesday morning) that the boyz are softening up the gold and silver prices in advance of that meeting...another little trick of theirs.

I could have waxed philosophic on yesterday's markets, but didn't bother. A blow-by-blow description I'll leave to others. Besides which...there's too much to deal with here. What is abundantly clear is that the U.S. financial system is disintegrating before our eyes, and the powers that be will torch everything in their path in order to save it. Got gold?

See you tomorrow.
Casey Research correspondent-at-large Ed Steer is a keen observer of the financial scene and a board member of GATA.org.

Zitat von Tollar

Auf welche Zeiteinheit ? Basiseinheit ist normalerweise Wattsekunden (Leistung x Zeit).

@ Tollar... Ich habe den nicht geschrieben den Artikel. Vielleicht findest du näheres in der Quelle. http://www.iaea.org/NewsCenter/News/2008/np2008.html 3,2% pro Jahr hört sich zwar erstmal nicht viel an, aber in einem Markt, bei dem ich von einem längerfristigen Angebotsdefizit ausgehe kann das schon explosive Wirkung haben. Grüße

Zitat von Tschonko

@bobelle,
bin gespannt auf die Sonderprüfung...
Brauchen wohl Geld in nächster zeit! Die werden nämlich alle gesenst....

Also, ich hab mich nochmal reingelesen in SVL. Die aktuelle MC beträgt gerade noch 20,5 Mio. CAD. zum 30.06.08 hatten sie noch 9 Mio. CAD Cash. Alleine das Santa Elena Projekt hat zur Zeit 23,80 Mio. Unzen Silber in allen Kategorien (11,9 Mio. davon probable reserves) und 538.000 Unzen Gold nachgewiesen. http://silvercrestmines.com/up…0Corp%20ReportJuly-08.pdf

Selbst das für "Low"-Szenario für Santa Elena (600 POG, 10 POS) wird ein Pre-Tax Cash-Flow von 56,3 Mio. USD für das Projekt errechnet. Die Studie ist vom August, also höchstaktuell. Die Kapitalkosten für die Produktionsaufnahme werden auf 20 Mio. USD geschätzt. Für den Produktionsstart ist Q2 2009 angepeilt. Die Finanzierung über Schulden dürfte eigentlich kein Problem sein, hoffe nur sie müssen nicht allzuviel hegden zur Absicherung. Des weiteren soll im Oktober eine neue Ressourcenschätzung kommen, in die weitere 50 Bohrlöcher einfließen.
http://silvercrestmines.com/up…2008%20MIA%20Approval.pdf

So, jetzt könnt ihr Euch selbst ein Urteil machen. Ich muss jetzt Cash suchen! .... Suche beendet, nix gefunden

Grüße

West Australian uranium plays
http://www.theaustralian.news.…3,00.html?from=public_rss

Grüße

15.09.2008 | 14:45 Uhr | Rainer Hahn (EMFIS)
RTE
Stuttgart - (http://www.rohstoffe-go.de) - Die Internationale
Atom-Energie-Agentur (IAEA) gab am Donnerstag ihre neuesten Erwartungen
für die Stromproduktion aus Kernkraft heraus. Bis zum Jahr 2030 werde
demnach die Produktion von Strom aus Kernkraftwerken um rund das
doppelte ansteigen. Derzeit würden rund 372 Giagwatt Strom aus
Kernkraft generiert. In 20 Jahren dürfte dieser Wert auf 748 Gigawatt
ansteigen, würden alle staatlichen Vorhaben weltweit umgesetzt. Dazu
zählten auch 45 Kernkraftwerke in den USA, die umgesetzt werden
könnten, falls der republikanische Präsidentschaftskandidat John McCain
die November-Wahl gewinnen würde.

Für die Herstellung von einem Gigawatt Strom verbraucht ein
Kernkraftwerk rund 500.000 Pound Uran. Würde die Prognose der IAEA
Realität, so würde binnen 20 Jahren die Urannachfrage um jährlich rund
190 Millionen Pound ansteigen. Dieser Nachfragesog sollte den Uranpreis
wieder nach oben bringen. Titel aus dem Uranbreich, angefangen vom
Branchenführer Cameco über aufstrebende Produzenten und
Lagerstättenerschließer wie Paladin und Strateco Resources bis zu
Explorern wie Erongo Energy dürften diese Entwicklung im Aktienkurs
widerspiegeln. Eine weitere Übernahmewelle im Uransektor ist zudem
denkbar.
Grüße
http://www.rohstoff-welt.de/news/artikel.php?sid=9128

Zitat von timesystem

bobelle

was meinst Du mit Sonderprüfung?

Ich muss eine über SVL machen. Grüße

Zitat von Tschonko

Zu beachten:
Freitagschlusskurse anschauen mit Umsatz! Aufschlussreich!

Wer da nicht stieg, hat ein Problem..........................oder zwei

Bei mir alles grün außer SVL. -10% bei geringen Umsätzen. Sonderprüfung! Grüße

Cameco seen takeover-proof despite Canada proposal

TORONTO (Reuters) - Prime Minister Stephen Harper's pledge to lift foreign ownership restrictions in the uranium sector could lead to takeovers among small players, but Cameco Corp (CCO.TO: Quote, Profile, Research, Stock Buzz) is likely to remain takeover-proof, the company and analysts said on Friday.
Lifting such restrictions could allow more cross-border takeovers, but Cameco, the top uranium producer, is protected by separate legislation, analysts said.
Harper said a reelected Conservative government would lift foreign ownership restrictions in the sector from the current limit of 49 percent, provided other countries involved also open up their markets.
Under Saskatchewan law, the company is forced to maintain its head office in the province, while separate federal legislation dating back to Cameco's merger with the federally owned Eldorado Nuclear Ltd in 1988 caps foreign voting ownership at 25 percent. "It's our understanding (Harper's proposal) would not apply to that legislation," Cameco spokesman Lyle Krahn said.
The proposal follows recommendations made in June by a federally appointed panel that had input from the industry. Krahn said Cameco supports Harper's plan.
Canadians will go to the polls on Oct 14.
http://www.reuters.com/article…AN1248200220080912?rpc=44

From Ed Steer:

Gold gained about $10 in early morning trading in the Far East on Thursday, but that vanished the moment London opened, and the lows of the day were at the London p.m. fix. Silver's chart was similar. The HUI was down a bit, but gave it the old college try in its attempt to
finish in positive territory. Although the prices of both metals were down, it was a pretty constructive day from a technical point of view.

I note that South Africa's gold production in July was down 16.4% y/y. Physical gold demand continues to be off the charts. In a story posted at Kitco, dealers reported a shortage in gold bars in Singapore and Hong Kong. Indian premiums yesterday were "hugely above import point" according to the usual NY commentator. My bullion dealer here in town is currently quoting January delivery on new silver orders.

As I've said many, many times...physical supply or demand mean absolutely nothing when it comes to price! 90% of price action is determined by the interplay between the tech funds in the Non-Commercial category (of the COT) and the '2 or 3' U.S. bullion banks in the Commercial category...who's buying, who's selling, and how much. Nothing else matters.

In another piece of interesting news, I see that (unlike the GLD ETF) there was no change in the SLV ETF yesterday...despite the fact that the silver price got creamed all week. Maybe they'll show a drop in it today. But it's pretty obvious that the market now has a different set of rules that apply to physical gold...than those that apply to physical silver. And so they should. That should tell us a lot.

I got an e-mail question yesterday that I want to share...and I get this question all the time. Hopefully, neither I (nor Ted Butler) will get it again if I answer it in public too..."Why is the CFTC doing nothing? I thought they are the regulators." Answer: They're supposed to be, but they're not doing their job. Their real job is to protect the shorts in gold and silver...and other markets of interest. The chairman of the CFTC is a member of the President's Working Group on Financial Markets. He does what he's told to do...and he's doing what he's being told to do right now!

Is see that "China, which holds a fifth of its currency reserves inFannie Mae and Freddie Mac debt, may cut the portion held in US dollars, according to China International Capital Corp." In a Wall Street Journal story..."Warren Buffett's Berkshire Hathaway Inc. has told one of its subsidiaries to stop insuring bank deposits above the amount guaranteed by the federal government, dealing a fresh blow to the financial services industry as it tries to assuage anxious customers." And in a Bloomberg story..."More than 30 percent of European high-risk,
high-yield bonds are trading at distressed levels, the most in five years, stoking speculation defaults will rise." And lastly, I see that Ben and Hank are out trying to arrange a marriage for Ms. Lehman before she turns into a pumpkin. How much that will cost the US taxpayers will be of great interest. And just one more thing...there's talk of a feds fund rate cut before the end of the year...before the election perhaps?

In the first story, the gold price suppression scheme made it on to world-wide television today thanks to CNBC and Martin Hennecke, senior manager of private clients at Tyche Group in Hong Kong. At about the seven minute mark of an 8 1/2-minute interview, Hennecke began to talk about precious metals, remarking that their recent decline resulted in part from the general de-leveraging of commodity and dollar-short positions and in part from central bank efforts to suppress the gold price. Hennecke specifically cited the report published a year ago this month by Citigroup market analysts John H. Hill and Graham Wark, who wrote that central banks were "clearly" capping the gold price. The CNBC interview is linked here.

Today's second story is from the Financial Times in London. It's about the default of Fannie and Freddie's Credit Default Swaps which are estimated to be in the $500 billion dollar range. The story...entitled "Insurers and banks face huge CDS losses"...is linked here.

The Federal Reserve, in conjunction with the U.S. Treasury, is doing its best to prevent a systemic collapse. The efforts have been successful so far, and likely will continue to be for a while. The Fed and the Treasury will do whatever is necessary to save any entity that
might otherwise implode the system. They will create and spend any money needed, they will arm-twist anyone they have to, they will manipulate any market, financial statistic or news medium that will help contain the still-intensifying crisis. Failure here is not an acceptable option. - John Williams, shadowstats.com, 10 September 2008

What we are witnessing is a total economic, financial and monetary hallucination. It's Alice in Wonderland come to life...or if you prefer a 21st century equivalent...that would be The Matrix.

Have a great weekend...and don't forget to buy some physical silver and gold...if you can find any.
Casey Research correspondent-at-large Ed Steer is a keen observer of the financial scene and a board member of GATA.org.