Beiträge von bobelle21

@Uranfamilie

Ja, freut mich auch, daß ich nicht alleine bin. Der Artikel von Linar, der eine Überproduktion andeutet, ist sozusagen das Gegenteil vom Bild vom Goldenen Bullen in der Bild, wenn Gold bei 3000 $ steht. Ich denke wir sind in der "wall of worry"-Phase fast am Wendepunkt. Sehe die Sache ähnlich wie Value, aber der Uranmarkt ist sehr winzig (von der Anzahl der vernünftigen Firmen aus gesehen), wenn da wieder richtig Geld reinfließt wirds reichlich Taler regnen und man sollte nicht zu früh rausgehen, sondern konsequent Gewinne sichern.

Grüße

Gute Wahl Edel! Petrobank ist was für ne hohe Gewichtung. Grüße

Ich hoffe er hat mal recht Linar ;). Ich konnte dem Gemetzel nicht länger zuschauen und hab heute noch mal in den Uransektor investiert. Depotanteil beträgt jetzt ca. 20%.Das reicht jetzt aber.

Grüße

Ich habe heute meine Postion reduziert, da XRC eine hohe Gewichtung bei mir hat. Nur aus Marktgründen und ich die bisherigen und verbliebenen Gewinne sichern wollte. XRC hat Klasse, aber noch nicht die entscheidende (Gesteins-)Masse. Ich hoffe ich kann wieder günstiger zukaufen

Grüße

Hallo Edel. Beobachte PBG seit Verkauf und steh bereit um einzusteigen. Warte noch ab ob die 40 CAD$ halten oder ich zu ca. 30 bzw. 35 zum Zug komme. In dem Markt ist (fast) alles möglich. Eventuell erste Postion jetzt und zusätzlich stinkende Gebote

Grüße

Hallo Milly, klar gibts günstigere Werte, aber Denison ist im Uranbereich hervorragend aufgestellt. Neben den Börsenkennzahlen achte ich immer auf die Leute hinter den Firmen und da fühl ich mich mit Lukas Lundin seht gut aufgehoben.

Grüße

Ich bin auch verägert über die Performance, aber ich vergesse nie die fundamentale Lage und die ist weiterhin gut, Danke für den GE-Bericht Linar. Da unserere Juniors zur Zeit nur Geld in den Boden investieren und nicht am hoheren Uranpreis direkt profitieren werden sie gnadenlos abgestraft.
Geduld und Timing ist jetzt gefragt.
Mich juckts in den Fingern meine Positionen aufzustocken, ich müßte aber Kapital freimachen bei meinen konservativeren Langfristanlagen, die mein Depot eigentlich im Gleichgewicht halten sollen...
Denison werde ich auf jeden Fall morgen aufstocken, bei den Juniors tue ich mich wie oben gesagt etwas schwerer.
Zwei Beispiele:
-JNR Resources, akt. 1,40 CAD$, ATH bei 4,45 CAD$, Position -35%
die Aktie steht auf dem Kursniveau vom Nov. 2006 (Uranpreis damals ca. 60 US$/LB), es sind noch 15 Mio. CAD$ in der Kasse und die Way Lake Bohrergebnisse müßten spätestens Anfang März da sein. Bis dahin wird weiter mit zwei neuen eigenen Drillrigs gebohrt.
- Triex Minerals, akt. 1,91 CAD$, ATH bei 6,50 CAD$, Position -38%
die Aktie steht auf dem Kursniveau vom Aug. 2006 (Uranpreis damals ca. 50 US$/LB), es sind nach der kürzlich erfolgten Kapitalerhöhung 18 Mio. CAD$ in der Kasse (ca. 50% der MC), Chart sieht nach Bodenbildung aus.

Viele Grüße

VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Jan 15, 2008 -- Exeter Resource Corporation (CDNX:XRC.V - News)(AMEX:XRA - News)(Frankfurt:EXB.F - News) ("Exeter" or the "Company") reports that diamond drilling at its Cerro Moro project in Santa Cruz Province, Argentina, has intersected bonanza gold and silver grades indicating an extension to the mineralized vein zone. The new drill holes, which are centred 500 metres (1,640 feet) northwest, and on strike of the previously defined Escondida zone, potentially extend the total mineralized zone to 1,500 metres (4,920 feet).

Significant results from two new diamond drill holes, MD216 and MD218, include:

- 7.53 metres ("m") (24.7 feet) at 33.2 grams/tonne ("g/t") gold (0.96 oz/ton) and 2,219 g/t silver (54.94 oz/ton), a gold equivalent grade(i) of 70.21 g/t (2.05 oz/ton), from a down hole depth of 94.0 m (308.3 feet), including

- 2.76 m (9.05 feet) at 86.7 g/t gold (2.5 oz/ton) and 5,915 g/t silver (145.84 oz/ton), a gold equivalent grade(i) of 185.3 g/t (5.40 oz/ton), from a down hole depth of 97.87 m (321.0 feet) in hole MD216; and

- 3.42 m (11.2 feet) at 53.3 g/t gold (1.55 oz/ton) and 3,403 g/t silver (98.7 oz/ton), a gold equivalent grade(i) of 110.1 g/t (3.21 oz/ton), from a down hole depth of 152.4 m (500.0 feet) in hole MD218.

These holes were drilled below discovery drill hole MRC175, a reverse circulation percussion hole for which significant gold assay results were announced on November 26, 2007. Significant silver assays recently received, increased the gold equivalent grade by 44 percent, include:

- 6.0 m (19.7 feet) at 11.5 g/t gold (0.34 oz/ton) and 311 g/t silver (9.06 oz/ton), a gold equivalent grade(i) of 16.6 g/t gold (0.49 oz/ton) from a down hole depth of 68.0 m (223.1 feet), including

- 2.0 m (6.6 feet) at 31.1 g/t gold (0.91 oz/ton) and 746 g/t silver (21.76 oz/ton), a gold equivalent grade(i) of 43.5 g/t gold (1.27 oz/ton), from a down hole depth of 71.0 m (233.0 feet).

Diamond holes MD216 and MD218 are located on the same section line as MRC175, at vertical depths of approximately 70 m and 110 m respectively. A shallow drill hole, MD206, that tested the vein above (nearer surface) MRC175, intersected lower grades, including 2.8 m (9.2 feet) at 2.4 g/t gold (0.07 oz/ton) and 193 g/t silver (5.6 oz/ton), a gold equivalent grade(i) of 5.6 g/t (0.16 oz/ton) from a down hole depth of 38.45 m (111.5 feet).

Exeter's Chairman, Yale Simpson, commented: "The discovery of bonanza gold and silver grades on the strike extension of the known Escondida mineralization demonstrates the remarkable potential of the Cerro Moro veins. Again, the grade of mineralization is high, greatly enhanced by the silver content, and very importantly the widths of high grade mineralization are greater than in the zones previously drilled.

"The new discovery is concealed by thirty to forty metres of gravel and low grade mineralization, indicating that the mineralized body has not been eroded. Visual results, from exploratory drill holes along strike, indicate that the new high grade zone has a possible minimum strike length of 240 metres, with the zone remaining untested for some 400 metres to the southeast, before the previously announced western part of the Escondida zone is reached.

....

http://biz.yahoo.com/iw/080115/0348588.html

Grüße

Da bin ich ja mal gespannt! Willst Du noch günstig einsammeln was? ;).

Grüße

Bei mir siehts genauso schlecht aus: zur Zeit -23% mit dem Uranhaufen. Weitere Käufe erfolgen nicht, aber auch keine Verkäufe. Der Markt ist eingeschlafen, es gibt keine Käufer. In diesem Umfeld ist das shorten natürlich sehr leicht.
Bin mir aber sicher, daß wir dieses Jahr die ersten Übernahmen von den großen Uranern sehen werden, das sollte wieder Schwung in den Laden bringen.

Grüße

Interview vom 28.12.07

TGR: Any thoughts on Exeter Resource Corp.(TSX.V:XRC; AMEX:XRA)?

JAMES: I like Exeter a lot. We’ve had an interesting history with the company. We sold it when their former flagship project, Don Sixto, in Mendoza province, ran into political trouble there. We did it a bit early, when rumors about potential trouble were just starting. The rumors proved true and we were happy to be out. However, ultimately the company did an absolutely remarkable job of recovering and bringing forward its Plan B and Plan C projects, and D, E, and F, actually.

What I really like about Exeter is it has two very highly prospective projects right now. One is the super high grade Cerro Moro project in mine-friendly Santa Cruz province, southern Patagonia. The company was very focused on a small area of that project, but there are a lot more of those high-grade showings in the area. In a recent press release, Exeter announced fresh results from a new target area at Cerro Moro that appears to be just as high grade, just as exciting. So, the hypothesis is that this one area that the company has concentrated on is just the beginning.

Then there’s Caspiche, a project in Chile. In preliminary drilling, Exeter punched a 300-meter hole with 0.9 g/t gold. All of a sudden, there’s more potential. There are a few holes in this area that were all shallow. Several of them hit good bulk tonnage grades, maybe 0.7 g/t gold or so, over a very large width. Pretty good. It isn’t a slam-dunk, but it has the hallmarks. It has the alteration area; it has a few holes; and it has one really good hole that suggests that this could be one of those really big gold targets.

Exeter is not particularly cheap right now, but if either of these two speculations works out, it will be really, really good for the company. Plus, the company has a pipeline full of other projects. And who knows? The company may even get Don Sixto, its former flagship project, back. Mendoza has a new pro-mining governor.

So, I like Exeter a lot, but I have to stress that it is highly speculative; it doesn’t have a 43-101-compliant resource right now. It will have resources soon, but the market has already given the company a lot of credit for that. If either of those two exciting projects disappoints, it would be easy to get hurt on that stock. That said, the upside potential is very good based on outstanding results so far.

Das ganze Interview unter http://www.commodityonline.com…s/newsdetails.php?id=4459

Grüße

Hallo Exec,

ich kann mich Edel und Value nur anschließen: ein gestreutes Anfangs-Depot mit ca. 1.000 EUR aufzubauen ist nicht machbar. Da übersteigen die Kosten überproportional das geminderte Risiko. Bei 10.000 EUR kann man daran denken.

Da bleibt nur ein Einzelinvestment oder Fonds.

zu Deinen grundlegenden Fragen
- ja
- ja
- Was soll da sein ? Solange Du nicht auf Kredit kaufst ist dann Dein Depot nur weniger wert.

Grüße

Hallo Liberty,

ich bevorzuge bei den Produzenten Denison (hervorragende Aufstellung in den USA, sehr gutes Management) und bei den fortgeschrittenen Explorern Ur-Energy (Übernahmekandidat). Uranium One sollte sich aber auch unter normalen Umständen gut entwickeln.

Grüße

2008: A Year for Investing in Uranium Equities
Thursday, January 3, 2008

Uranium equities have stabilized in recent days with the uranium average bouncing back to the
mid-180 level and only recently crossing back over the 190+ level . Investors have begun to test the
waters and wade back into some of these issues rather than jump in blindly. It appears that we may
have experienced the worst of the tax selling in both Canada and the United States, so the table seems
set for 2008.

With drill results rolling in for the industry in the next few months we will have a news flow to trade
on, and a few companies will be reporting NI 43-101 compliant resources. Not sure at all how any of
these results will come in, however we will be investing our money in companies which have proven that
they either have something solid in the ground, or are very close to something substantial based on their
current results.

We cannot help but notice these days some of the full page advertisements endorsing nuclear
power plants which keep popping up in some of our favorite financial publications (i.e. Barron's and The
Wall Street Journal). It seems that Corporate America has fully embraced what is 'The Nuclear
Renaissance' and have begun to put their money behind it. The utilities are behind these ads and are
painting the picture that nuclear power is green power, and rightfully so. If you were to measure the
electrical output of say coal (a truly dirty source of power at all stages of its cycle- from mining to the
power plant) versus that of uranium there would be no other conclusion to draw from the facts. Truth be
told, one kg of coal contains only three times more electrical output than fire wood and produces less
than 1/16,600 of that of uranium. One question I would love to have answered is if you measured the
coal ash which goes into the atmosphere, as a result of coal being burnt at a coal fired plant, and
condensed it to the volume of its energy equivalent in uranium terms...how lethal and deadly would that
substance be? Sad thing is this is all dumped into the atmosphere and greens seem to prefer that over
storing the waste on the surface. In the future nuclear power may find more support as people become
aware of the hazards of the chemicals dumped into the atmosphere and want to account for this. As
laughable as this may sound, even today oil companies are looking at the fact of pumping CO2s into the
ground in order to pump oil out and in the process keep greenhouse gasses out of the atmosphere. It is
also being said that this process could help with meeting CO2 emission quotas under Kyoto.

Unfortunately there are those out there who lack knowledge on the matter and through their
ignorance on the subject suggest that nuclear power is much more dangerous than any other power
source we have due to the plants and spent fuel. There has not been an accident in nearly 30 years
and today many of the plants basically run themselves. There is always the possibility of accidents,
however France has converted to 80% nuclear and they do not have any problems (engineering or
management) plaguing their plants.

The country will learn more about nuclear power and uranium mining as 2008 moves on. More
applications will be submitted to the DOE for permits to build nuclear power plants, and quite honestly
the Southern US is very pro-nuclear. The guaranteed subsidies will encourage this, plus USEC Inc.
issued a press release stating that these subsidies will also benefit the uranium refiners. There is $2
billion available to the front-end of the fuel cycle and $18.5 billion for the plants themselves.

We still do believe that the established miners and near production explorers will be the issues to
lead us out of the darkness, with Uranium One and Denison Mines looking attractive among the miners
and Laramide Resources, UEX and Ur-Energy among the most attractive near production explorers.
Pinetree would give one exposure to many uranium explorers, but only one, Mega Uranium, is a serious
contender right now for achieving production. They do own some of the best explorers, and last we were
told they effectively owned, through their stock ownership in Silver Spruce Resources and Universal
Uranium, about 10% of the Two Time Zone Deposit in Labrador's Central Mineral Belt.

Another reason we are still bullish on uranium for 2008 is the very fact that the big miners are not
as bullish as once seemed. BHP Billiton and Rio Tinto both seem willing to part with Rio's holdings in
Wyoming, BHP if they are able to buy Rio Tinto and Rio Tinto to get cash to pay down debt from recent
acquisitions and to increase investors' returns. It is also important to note that none of the big miners
have bought these uranium miners or explorers. Granted Cameco has made some strategic
investments, but nothing material and Areva did purchase Uramin which was arguably the only buy
among big miners. So until these uranium plays are discovered by those who specialize in mining, it is
going to be hard for casual investors to discover.

There are still many reasons to invest in uranium, and at these prices we are among the buyers.
Many of the same reasons we began investing in uranium equities still exist, and chief among them are
the supply demand ratio and build-out of nuclear plants. So long as a marketplace exists where supply
is half of demand and demand is increasing for many years out, a favorable investing opportunity will be
present.

http://www.theinvestar.com/200…inginuraniumequities.html

Ja flüssig sein ist immer gut! Haben wir mit unseren kleinen Infusionen die Patienten nochmal zum Zappeln bekommen ;). Bin gespannt auf nächste Jahr und hoffe wir kommen nun gut und in Ruhe rüber.

Grüße

Kleiner Auszug aus dem gestern veröffentlichten Interview vom Casey-Team mit Ron Hochstein (Präsident und COO von Denison):

Let's start off with the macro-view. Where do you see uranium going?

RH: I think the fundamentals are extremely strong for at least the next five to seven years, if not longer, and that we will see prices from 90 to 120 dollars per pound throughout that period. We may see the odd dip, but on average we’re going to be in that range for the next five to seven years.

So where is the overall future for Denison? Is it consolidation, or just developing the projects, or is it both?

RH: I’d say it is a combination of both. And it is building off our assets, and building up through consolidation. The White Mesa mill is a very key strategic asset in the United States, and so we’re going to build around that through either joint-venture or acquisitions of properties to provide mill feed. We seriously want to look at diversification into in situ leaching in the United States because that would reduce our cost base overall and give us more diversity of supply. Then we build more. I think we have one of the best exploration teams built now in the Athabasca Basin that we have built in the last three years from scratch – a lot of them came from Cameco and have looked at things worldwide, so we want to use that expertise to start looking in other spots of the world as well. So it is acombination. It is going to be organic growth, but consolidation primarily in the United States.

Now what’s the annual production? Estimate?

RH: We’ve recently downgraded our annual production rate for uranium. We were estimating 2.9 million pounds of uranium out of the U.S. in 2008 and 4 million pounds vanadium. As a result of some of the delays in permitting and a number of other issues, we’ve recently downgraded it to 1.7–2.1 million pounds, and most realistically, it'll probably be in that 1.8-million-pound production range. But on the other hand, we’ve upgraded our vanadium production – we were originally talking 4, but now we’re talking 5 million pounds.
We originally forecast the mix of the ore we're producing to be about one-third vanadium, but our new figures are coming in about 20 percent higher than that.

Als Übernahmeziele für eine Konsolidierung in den USA werden Ur-Energy (URE), Magnum Uranium (MM) und Blue Rock Resources (BRD) empfohlen.

Grüße

Ah, bin ich doch nicht alleine ;). Weiter gute Bohrergenisse von neuen Targets. Werde heute nochmals aufstocken und Exeter zu größetn Juniorposition machen.

Grüße

Exeter Further Extends High Grade Cerro Moro Vein System

VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Dec 18, 2007 -- Exeter Resource Corporation (CDNX:XRC.V - News)(AMEX:XRA - News)(Frankfurt:EXB.F - News) ("Exeter" or the "Company") reports the discovery of two new mineralized vein sets on its 100% owned Cerro Moro gold-silver project in Santa Cruz Province, Argentina. The discovery of the Silvia and Gabriela veins arose from Exeter's drilling program to prioritise targets located beyond the known Escondida vein system.

Results from the new Silvia vein system, located two kilometres east of the Escondida vein, include the following significant results from reverse circulation drill holes:

- 3.0 metres ("m") (9.9 feet) at a gold equivalent grade(i) of 12.6 grams per tonne ("g/t") (0.38 oz/ton), comprising 10.0 g/t gold and 159 g/t silver, from a down hole depth of 24.0 m (79 feet), in hole MRC155;

- 3.0 m (9.9 feet) at a gold equivalent grade(i) of 5.9 g/t (0.18 oz/ton), comprising 4.9 g/t gold and 62 g/t silver from a down hole depth of 34.0 m (112 feet), including 1.0 m (3.3 feet) at a gold equivalent grade(i) of 14.8 g/t (0.43 oz/ton), comprising 12.9 g/t gold and 113 g/t silver, in hole MRC156; and

- 3.0 m (9.9 feet) at a gold equivalent grade(i) of 13.6 g/t (0.39 oz/ton), comprising 12.0 g/t gold and 97 g/t silver from a down hole depth of 9.0 m (29.5 feet), in hole MRC188.

The new Gabriela vein system, a predominantly silver discovery, located three kilometres northeast of Escondida, is a structural zone some 800 metres long. Results from the first six diamond drill holes, testing a 200 metre long segment of the vein, include the following significant results:

- 2.1 m (6.9 feet) at a gold equivalent grade(i) of 13.7 g/t (0.40 oz/ton), comprising 3.6 g/t (0.10 oz/ton) gold and 610 g/t (17.7 oz/ton) silver from a down hole depth of 33.8 m (111 feet), including 0.6 m (2.0 feet) at a gold equivalent grade of 28.7 g/t (0.83 oz/ton), comprising 7.4 g/t (0.22 oz/ton) gold and 1,280 g/t (37.1 oz/ton) silver, in hole MD163;

- 9.9 m (32.5 feet) at a gold equivalent grade(i) of 5.1 g/t (0.15 oz/ton), comprising 1.2 g/t (0.036 oz/ton) gold and 229 g/t (6.8 oz/ton) silver from a down hole depth of 74.9 m (247 feet), including 2.8 m (9.2 feet), at a gold equivalent grade(i) of 10.6 g/t (0.32 oz/ton), comprising 2.6 g/t (0.08 oz/ton) gold and 480 g/t (13.9 oz/ton) silver, in hole MD181; and

- 3.6 m (11.8 feet) at a gold equivalent grade(i) of 11.3 g/t (0.33 oz/ton), comprising 2.9 g/t (0.08 oz/ton) gold and 506 g/t (14.7 oz/ton) silver, from a down hole depth of 20.5 m (67.3 feet), including 0.6 m (2.0 feet) at a gold equivalent grade(i) of 24.5 g/t (0.71 oz/ton), comprising 6.4 g/t (0.19 oz/ton) gold and 1,090 g/t (31.6 oz/ton) silver, in hole MD183.

(i) Note: Gold equivalent grade is calculated by dividing the silver assay result by 60, adding it to the gold value and assuming 100% metallurgical recovery.

Exeter's Exploration Manager, Matt Williams, commented: "These results clearly demonstrate our ability to discover high grade mineralization well beyond the known Escondida veins. With over 20 targets to drill in the current reconnaissance program we are confident of making further discoveries.

"The discovery of the Gabriela silver vein, a zone with minor gold values relative to the high silver grades, was unexpected and will have exploration implications going forward.

"We have over 40 full time staff, including eight geologists, and three drill rigs working at Cerro Moro at present. Two rigs have been assigned to drill the Escondida - Loma Escondida zone extensions and, given our success in tracing those veins to the northwest, testing of the 1.6 kilometre long target zone immediately to the southeast of the Escondida is our first priority.

"A fourth drill rig will be added in the New Year when the current back-log of assay samples has cleared and our interpretations confirmed. We would see that rig dedicated entirely to detailed resource definition drilling."

....

http://biz.yahoo.com/iw/071218/0341300.html

Hab ich auch beobachtet. Werde heute nochmals in die Uraner investieren. Besonders URE ist ein realistischer Übernahmekandidat meiner Meinung nach (Stellung in den USA + riesen Portokasse).

Grüße

Jetzt wirds richtig lustig in meinem Uran-Depot!

CHX ca. -65% in meinem Depot und Casey schreibt in einem Kurzupdate: Kaufkurse. Es gibt aber wahrscheinlich einen Rechtsstreit um eine angeblich nicht bezahlte Dienstleistung an Cash, Streitwert ca. 400.000 CAD$. Bei der Kasse ist das aber nicht weiter schlimm. Hier der Kommentar:

Comments: We phoned Basil Botha, the president of Cash Minerals, to find out their side of the story. His comment to us was, “The onus is on Archer Cathro to prove their claim and we will defend.” Basically, it looks to us that this will be going to court, which we don’t like to see, but that is the case. Cash does have interesting projects and we still think it is a great buy at these prices, with lots of results coming out in the New Year.

Ich werde wahrscheinlich aufstocken, vielleicht ist es dann ja nächstes Jahr ein schönes Weihnachtsgeschenk....

IEC heute - 34%. Da hatte man sich wohl mehr von Mann Lake erhofft.

International Enexco Limited: Mann Lake 2007 Drill Program Completed
http://biz.yahoo.com/ccn/071212/200712120431044001.html?.v=1

KRI heute -15%

Mongolia debates uranium policy, foreign miners fret
http://www.reuters.com/article…r=1&virtualBrandChannel=0

Für die anderen siehts auch nicht gerade rosig aus. Bin aber nicht bereit zu diesen Bedingungen zu verkaufen.

Grüße

sehr gute Übersichtstabelle zur Überschrift.

Grüße

http://www.haywood.com/pdffiles/MMDec102007.pdf

Kommentierte Videopräsentation vom 30.11.07

Grüße

http://www.beaconrockresearch.com/exeter.htm