Beiträge von bobelle21

  • Novagold Resources / NG (TSX, AMEX)

    UPDATE 3-Goldcorp hikes Penasquito output and cost outlook


    (Adds comments, updates shares; in U.S. dollars unless noted)


    By Cameron French


    TORONTO, Dec 3 (Reuters) - Goldcorp Inc (G.TO: Quote, Profile, Research) raised the estimated output for its Penasquito mine in Mexico by 30 percent on Monday, but also said capital costs for the project would be nearly 70 percent higher than previously expected.


    Canada's second-biggest gold producer said it now plans to spend $1.49 billion, which includes about $450 million spent to date, up from a June 2006 estimate of $882 million.


    Sustaining capital costs are seen at $561 million, up from the 2006 estimate of $327 million.


    Mill throughput will rise to 130,000 tonnes per day from 100,000, and mine life has been extended to 19 years from 17, Goldcorp said.


    The announcement comes amid soaring commodity prices, but also rising construction and production expenses that have prompted some miners to sharply raise project cost forecasts.


    Analyst Richard Gray of Blackmont Securities left his 12-month price target for Goldcorp at C$40, saying in a research note the cost estimate was within the $1.3 billion to $1.5 billion range he had expected.


    "The impact of the higher throughput just barely offsets the higher capital and operating costs," he said.


    The company's shares rose 20 Canadian cents to C$32.51 on the Toronto Stock Exchange.


    Speaking at a securities conference in Montreal, Goldcorp chief executive Kevin McArthur said cost inflation since the previous feasibility study last year has been about 20 percent.


    However, he admitted to being taken a bit off guard by the sharp rise in capital costs.


    "That certainly came as a bit of a surprise to us. But when you look at the numbers and how that project has grown and the improvements that we've brought to the project and the economics that result from it, I think it's well under control," he said.


    The company expects an updated feasibility study from its 40 percent-owned Pueblo Viejo project in the Dominican Republic by February 2008.


    Barrick Gold (ABX.TO: Quote, Profile, Research) owns 60 percent of Pueblo Viejo.


    HIGHER PRODUCTION


    Penasquito is now expected to produce an average of 400,000 ounces of gold a year, up from 387,000 ounces; 31 million ounces of silver, up from 23 million ounces; and 189,000 tonnes of zinc, up from 137,000 tonnes.


    Lead production is seen at 97,000 tonnes, up from 71,000 tonnes.


    Goldcorp, which acquired the property last year with its acquisition of Glamis Gold, boosted Penasquito's gold reserve estimates by 31 percent in June and raised silver reserves by 50 percent.


    Cash costs per ounce of gold should be $118, when factoring in lead production as a byproduct. This is down from a previous estimate of $125 an ounce, Goldcorp said.


    Production is expected to begin late next year, with milling to begin in 2009.


    http://www.reuters.com/article…r=1&virtualBrandChannel=0


    Grüße

  • Cabo Mining

    Hab den Handelsverlauf auch mit erstaunen verfolgt. Da wurde die kurzfristige Schwäche genutzt um mit großen Paketen einzusteigen. In den letzten Handelsstunden wurden xfach 20.000 Stück geordert und abschließend noch ein 120.000 Blocktrade....


    Das sieht sehr gut aus.


    Grüße

  • Exeter Resource / XRC (TSX)

    zur Vervollständigung, News ist von letzter Woche.


    Grüße


    VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Nov 26, 2007 -- Exeter Resource Corporation (CDNX:XRC.V - News)(AMEX:XRA - News)(Frankfurt:EXB.F - News) - ("Exeter" or the "Company") reports that step-out drill hole MRC 175 has discovered a new high-grade gold-silver zone at Cerro Moro, Argentina. The new zone is located along strike from mineralization previously reported on the Escondida Vein. Assays from additional drilling in the immediate vicinity of MRC 175 are yet to be received, but visually, some of those holes appear to have intersected sulphides characteristic of hosting the high-grade gold-silver mineralization encountered at Escondida.


    The new zone represents the first of more than 20 targets being tested in a "scout" drilling program designed to locate new zones of ore grade mineralization under shallow, but extensive overburden. The results from MRC 175 are the first assays to be released from +5,000 metres of drilling recently completed on the property.


    Assays from MRC175, a reverse circulation percussion drill hole sited 430 metres north-west along strike from the known mineralized Escondida vein system, include the following significant results:


    - 6.0 metres ("m") (19.7 feet) at 11.5 grams per tonne ("g/t") gold (0.33 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 (0.90 oz/ton) from a down hole depth of 71.0 m (233.0 feet).


    Note: Silver assay results for MRC 175 are awaited and will be released when received.


    Exeter's Chief Geologist Glen Van Kerkvoort commented: "The vein textures evident in MRC175, coupled with widening intercepts encountered as we drill deeper into this new zone, suggest that we have tapped into the top of a blind mineralized body with the entire zone preserved below. The results reported above do not include the silver assays which are typically very significant.


    "The discovery of this new zone certainly demonstrates the potential of the Escondida structure to host mineralization to the northwest of previously reported ore grade mineralization. Significantly, we have yet to drill test the structure along the southeast extension, where the structure appears to continue for another 1.6 kilometres. This three-kilometre long structure has the potential for multiple high grade gold-silver zones.


    "The large Cerro Moro epithermal system is estimated to be some 100 square kilometres (39 square miles) in size. Fortunately, we have now refined our geological and geophysical interpretation of the system to an extent that we are very optimistic that a number of the more than 20 targets yet to be drilled will prove to be ore bearing.


    "It is very fulfilling indeed for our exploration geologists to have the opportunity to define their careers by participating in the success of a project such as Cerro Moro."


    Assay results from some 60 drill holes completed since early August are awaited. Two drill rigs are continuing the scout drilling program with a third rig testing expansions to the known high grade zones at Escondida, Loma Escondida and Esperanza.


    To view the map accompanying this release please click on the following link: http://www.ccnmatthews.com/docs/XRC-plan_42.pdf


    http://biz.yahoo.com/iw/071126/0332134.html

  • International Millenium - IMI.V

    hallo tschonko,


    was machst du mit deinen imi? hab die noch im depot rumliegen und die position stört mich. entweder ausbauen oder weg. was meinst du? ein teil meiner imi aktien sind immer noch unter der wkn 0E0656 gesondert geführt. bei dir auch?


    grüße

  • Caledonia Mining Corp./ CAL (TSX)

    hab nur was von Seymour Pierce (Nominated Adviser and Broker to Caledonia in the United Kingdom) gefunden:



    Caledonia Mining downgraded to "hold"


    Tuesday, March 20, 2007 3:59:57 AM ET


    NEW YORK, March 20 (newratings.com) - Analyst Charles Kernot of Seymour Pierce downgrades Caledonia Mining Corporation (ticker: CALVF) to "hold."


    In a research note published this morning, the analyst mentions that the downgrade in rating follows the release of a NI 43-101 compliant resource estimate, which is marginally dissimilar from the resource estimate calculated 18 months back, for the Nama project in northern Zambia. The analyst expresses his concern regarding the lack of progress at the project. Caledonia Mining needs to take significant efforts, before it could commercialize the deposit, Seymour Pierce adds.


    http://www.newratings.com/analyst_news/article_1496713.html

  • Cabo Mining

    Jo, dat tut jut! Der $ wird nicht das Problem sein. Ich weiß nicht ob die anderen Quartale das halten können, aber mal angenommen sie schaffen 0,10 CAD$ zu verdienen, sind wir bei einem KGV von 6,5. Wenn die Umsätze aber weiter wachsen sind noch ganz andere Kurse möglich.


    Grüße

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Sehr zu empfehlen für Neueinsteiger, die eine breite Diversifikation haben möchten.


    Grüße


    Portfolio per 31.10.2007 http://www.bromptongroup.com/funds/gur/portfolio/


    No. of Shares Uranium
    193,700 Aurora Energy Resources Inc
    667,378 Bannerman Resources Limited
    616,851 Berkeley Resourses Ltd.
    313,846 Bitterroot Resources Ltd.
    261,083 Cameco Corporation
    511,111 Cash Minerals Ltd.
    636,567 Commander Resources Ltd.
    670,500 Crosshair Exploration and Mining Corp.
    4 ,280,507 Deep Yellow Limited
    641,254 Denison Mines Corp.
    307,867 Energy Fuels Inc.
    349,100 First Uranium Corporation
    32,500 Fission Energy Corp.
    420,000 Forum Uranium Corp.
    325,000 Golden Valley Mines Ltd.
    183,200 International Enexco Ltd.
    1 ,409,300 JNR Resources Inc.
    277,800 Khan Resources Inc.
    399,585 Laramide Resources Ltd.
    788,255 Mega Uranium Ltd.
    479,100 Northwestern Mineral Ventures Inc.
    1 ,093,586 Paladin Resources Ltd.
    432,900 Pitchstone Exploration Ltd.
    1 ,151,700 Strateco Resources Inc.
    641,500 Strathmore Minerals Corp.
    331,100 Triex Minerals Corporation
    327,307 U3O8 Corp.
    610,125 UEX Corporation
    674,450 Uranium One Inc.
    950,300 Uranium Power Corp.
    875,000 Ur-Energy Inc.

  • Uranaktien: Minen, Explorer, Produzenten, Anwender

    Das Verscherbeln macht mich schon stutzig. Wo wandert das Geld aus den Verkäufen hin? Wer verkauft?
    Ist das Windowdressing der Hegdefonds vor Jahresende?Ich denke der Dezember wird genutzt um die letzten Bestände auszumisten, obwohl ich dachte der 16.08. hätte das meiste aus dem Markt genommen. Es fehlt wahrscheinlich die kurzfristige Performanceperspektive. Ein größerer Fund würde helfen. Oder wie wärs mit einer Übernahme?
    Auf lange Sicht hat sich nichts geändert, die Atomkraftwerke sind im Bau, die Nachfrage übersteigt das Angebot,etc...
    Also: Die Aktien wegpacken und ggf. aufstocken. Aber noch nicht jetzt, werde abwarten, ob sich die Aktien den Augusttiefs annähern.


    Meine Aktien in der Übersicht: Kürzel (Buchgewinn/-verlust seit Kauf), akt. Kurs., Augusttiefstkurs


    CHX (-54%) 0,41 0,61
    DML (-4%) 8,90 8,30
    HAT (-29%) 0,70 0,63
    IEC (-13%) 2,35 1,93
    JNN (+8%) 2,31 1,72
    KRI (+54%) 1,80 1,25
    PXP (+5%) 2,58 2,01
    TXM (+3%) 3,10 2,80
    URE (+- 0%) 3,21 2,56


    Grüße

  • Petrobank Energy / PBG (TSX)

    Kommentar zum Deal (Canaccord)


    Natural gas prices are in the toilet, the Canadian dollar
    is way high and now with the higher Alberta Royalties, one
    wonders if there is any reason to be following Canadianbased
    oil and gas stocks. Particularly now, that one of the
    most exciting plays in the Prairies (the Bakkens) seems to
    be all taken over by one major—Petrobank Energy. They announced
    a takeover of Peerless Energy on this past Friday
    and for a price that was almost where it was trading at.
    We followed the Bakken Trend and mentioned it several
    times mainly because we were players in the Pilot Energy
    story. Not everyone is excited about the Peerless deal
    though, and one of the most articulate is probably Brian
    Kristjansen of Genuity Capital who writes, “1% Premium?
    Peerless Board lets down shareholders with premature
    sale to Petrobank.”
    In his look at the deal, Kristjansen suggests, “Petrobank gets a bargain” and suggests that Peerless is selling out at
    $78,588 per flowing BOE/d. He suggests that “net of land
    value, the deal looks even worse as Peerless has over
    100,000 net undeveloped acres of land, of which at least
    11,520 is prospective for the Bakken.”
    He also points out that “considering the on-tap production,
    it worsens—Peerless has six wells awaiting completion
    and two still drilling, and given recent activity, would
    have likely meant 5000 BOE/d of corporate production in
    one month’s time.”
    Kristjansen suggests that “based on our valuation of the
    deal, we believe that a competing offer is likely and that
    shareholders should not be tendering their shares at this
    time.”


    Grüße

  • Ölsand - Aktien , Ölsand

    Danke für den Link! Ja, wer hätte das gedacht, hab zu 33 CAD$ verkauft (+84%), weil ich Geld für geprügelten Aktien im August brauchte und wollte sie dann wieder einsammeln....Also bei einer Korrektur bin ich wieder dabei.


    Grüße