Morgen Edel! Du bist aber schon fleißig. Hab noch einen Researchbericht von Octagon Capital vom Februar. Ist ein Sector Update zu den Oil & Gas Juniors. Stell mal deren Werte rein.
Ich bin bereits mit Pan Orient (POE.V), Petrolifera (PDP.TO) und Sterling (SLG.V) vertreten. Zu Pan Orient später mehr, die haben gestern ebenfalls kräftig zugelegt (+13%). Muss mir noch die Meldung anschauen.
Grüße
Ich find den Preis in Ordnung. Immerhin hat EMC kein Anzeichen von Kursschwäche gezeigt. Bleibt nun abzuwarten, was Denison Mines jetzt macht. Da kommt dann bald die nächste Übernahme.
Grüße
Canaccord hat auch ferngesehen! Kam grad rein.
Grüße
You can tell by the action on the markets today, that when the guy with the bow tie and the almost encyclopedic knowledge of Canadian oil and gas stocks was speaking, the markets were almost instantly paying attention.
Oilexco was down on the day until Josef Schachter started speaking about it and suddenly it’s up (Oilexco’s Huntington currently being tested, looks like it may be a lot bigger than had been expected and meanwhile Ptarmigan, which many suggest is one of their North Sea plays that looks closer to a gimme than most, will be drilled shortly) and we wonder when Josef’s report on Oilexco hits the street, if his target isn’t raised.
But the interesting part of the show (and to get the show go to http://www.rob.com—watch past videos at 12:00 PM ET) is always his three picks. While his last three picks saw two of them perform not that well, Oilexco probably more than made up for it and one should always pay attention to his new ones.
Bow Valley Energy is drilling in the YK/North Sea which features a good royalty regime, Schachter points out and we should point out it’s also a relatively safe area of the world to operate in. He suggests that down the road, they will simply be taking bigger and bigger slices of the action in the North Sea
and he gives Bow Valley a target of $9.25.
A second pick of his was Delphi Energy and in the past, if you wanted to start a fight in an oil and gas bar, just mention Delphi.
The good news is it’s a rather prolific producer of natural gas...the bad news is, it’s got enormous debt, but Josef suggests it’s a survivor and with some new oil production coming on stream, he figures some of the former prices we saw on Delphi, might be revisited again.
A third pick was Sterling Resources, a name that has been mentioned by Schachter several times and today he mentions the company over the next four quarters will be exposed to almost $15.00 of upside potential and they only need to hit on a few.
If you had any doubt that people were watching and listening, the action on Sterling’s stock by the time the show was over, tells you that people were watching...and cared.
Interesting that Schachter suggested we may be hitting a short term peak in oil and gas stocks expecting a sell off down the road, but what seems to get him excited is where oil and gas prices and oil and gas stocks might be this coming winter.
If you have a few minutes, make sure you take in the show!
Wir haben ja kürzlich mal unsere Öl- und Gasaktien im Ölsandthread angesprochen. Führe das Thema mal hier weiter. Wenn man nach unterbewerteten und stark zurückgekommenen Aktien sucht, wird man hier fündig.
Josef Schachter (Schachter Asset Management) hat eben seine Meinung zu einigen Aktien bei BNN abgegeben (http://www.bnn.ca 12:30 PM ET Market Call Juniors & Mid-size Energy Stocks)
Seine drei Top Picks:
- Bow Valley Energy BVX.TO akt. 6,50 CAD$ Kursziel 9,25 CAD$
- Delphi Energy DEE.TO akt. 1,96 CAD$ Kursziel 3,40 CAD$ (der Chart sieht richtig einladend aus)
- Sterling Resources SLG.V akt. 2,17 CAD$ Kursziel 5,-- CAD$
http://www.bnn.ca 1:25 PM ET Market Call Josef Schachter's Top Picks
Der Kommentar von Schachter hat heute bei Sterling ein Plus von ca. 20% ausgelöst. Gut das Sterling schon im Depot liegt. Delphi schau ich mir an. Die werden auch von Canaccord angepriesen wie warme Semmeln! Eldo, hast Du nen kurzen Kommentar zu Delphi? Hab sie glaub ich bei Dir im Depot gesehen.
Grüße
@Gogh-Chronist
hab meine Tennant verkauft, aber nicht wegen fundamentaler Gründe, sondern Umschichtungsgründen und Gewinnmitnahmen. Vielleicht gibst ja nen Absacker bei einem schlechten Loch, dann bin ich wieder da. Werde Deinen Thread weiter fleißig verfolgen.
Grüße
Hab grad schon wieder die 1.000 US$ beim Uran gelesen. Diesmal von David Galland (zur Person). Er bezieht seine These vorallem auf das starke Bevölkerungswachstum in der Welt und deren Energiebedarf:
"The solution… in fact, maybe the only acceptable mass energy solution… is nuclear. Doug’s take, and I can’t find a flaw in his logic, is that the price of uranium from this point forward is anyone’s guess, as long as that guess is not to break lower, at least for any sustained amount of time. $250, $500, even $1,000 a pound may not be out of the question.
That said, we will repeat something we have repeated before… namely that the vast majority of the uranium juniors haven’t bothered even to go through the motions of locking up mildly radioactive moose pasture; plain dirt and a share certificate adorned with the magic word “uranium” has, in the recent past, sufficed to move trailers full of overpriced paper.
Those companies have, of late, been retreating toward their intrinsic value, as they well should -- and good riddance, we say. But some of the better juniors have been dragged back as well, and that spells Opportunity (note the capital “O”)." (Kann leider keinen Link zum Artikel zur Verfügung stellen, da der Bericht noch nicht im öffentlichen Bereich verfügbar ist.)
Obwohl ich bei solchen Kurszielen eher skeptisch reagiere, werde ich wohl meine Uranpositionen wieder langsam aufbauen. Es ist schon erstaunlich wie bei diesem Uranpreis und diesen optimistischen Kurszielen die Aktien schwächeln. Was machen die Aktien denn, wenn der Uranpreis fällt? Steigen bzw. nicht drauf reagieren?
Grüße
Danke für den Link Eldo! Ich fasse mal das Interview mit Yale Simpson (Chairman Exeter) zusammen und füge noch weitere Infos zu den drei Hauptprojekten von Exeter bei:
Chile
Das Caspiche-Projekt (hier nochmal der Link zum Luckyshot http://www.exeterresource.com/…ws/Exeter_news_070524.pdf) liegt genau zwischen zwei Kinross Gold Projekten (jew. ca. 10 km entfernt).
Dies ist einmal nördlich die Refugio-Miene (open-pit), die in 2007 geschätzte 245.000 Unzen Gold fördern wird und insg. über 7,3 Mio. Unzen Reserven verfügt (5,4 Mio. "proven and probable" und weitere 1,9 Mio. "measured and indicated").
Im Süden von Caspiche liegt Cerro Casale. Dies ist eine der weltweit größten unerschlossenen Gold/Kupfer-Lagerstätten (24 Mio. Unzen Gold und 6 Mrd. Pounds Kupfer). Yale sagt, er hofft, daß sie zusammen mit den Kinross-Projekten ein Teil eines größeren zusammenhängenden Systems sind.
Caspiche gehörte ursprünglich Anglo American und Exeter hat das Recht 100% des Projektes für sich zubeansruchen, wenn sie insg. 2,55 Mio. US$ in das Projekt investiert haben (bisher 600.000 US$) und 15.500m gedrillt wurden. Yale geht davon aus, daß dies innerhalb der nächsten 12 Monate der Fall sein wird. Anglo American erhält dann eine 3% net smelter return der Produktion. Yale spricht von 10 - 15 Mio. Unzen als hypothetisches Ziel.
Argentinien
In Argentinien gibt es zwei vielversprechende Projekte:
- Don Sixto (ehemals La Cabeza), eigentl. Hauptprojekt, liegt in der Region Mendoza, wo es zur Zeit politische Streitigkeiten mit der Minengesetzgebung gibt (siehe vorheriges Posting).
Laut Yale kommt in den nächsten 10 Tagen die neue Ressourcenschätzung zu Don Sixto und als Zielvorgabe gibt er zwei Jahre ab jetzt bis zur Produktion. Zur Ressourcenschätzung hat er sich eher zurückhaltend ausgedrückt: 1 Mio. Unzen Gold, jährl. Produktion von 100.000 Unzen als Grundannahme.
- Cerro Moro liegt in Santa Cruz und damit in einer sehr pro-mienen-freundlichen Region in Argentinien. Die letzten Bohrergebnisse Anfang Mai sahen ebenfalls vielversprechend aus und Yale bezeichnet sie als eine der hochgradigsten Ergebnisse, die in den letzten 20 Jahren in Argentinien erzeilt wurden (Auszug):
• 3.7 meters grading 94.9 g/t gold and 211 g/t silver, including 1.59 meters of 220.1 g/t gold and 427 g/t silver.
• 2.0 meters grading 16.3 g/t gold and 178 g/t silver.
• 1.0 meter grading 39.7 g/t gold and 1,590 g/t silver.
Weitere Ergebnisse werden demnächst veröffentlicht. Bis Ende 2007 soll eine Ressourcenschätzung für Cerro Moro vorliegen.
Anglogold besitzt durch ihre Tochtergesellschaft Cerro Vanguardia S.A. (CVSA) ein optionales anteiliges (bis zu 70%) Rückkaufsrecht für Cerro Moro. Hier der genaue wortlaut der Vereinbarung:
Exeter can earn 100% of the CVSA land package by spending US$3 million within 5 years and completing 10,000 metres of drilling on any of the four major projects (comprising a total of 39 properties). CVSA has the right to back into a 60% interest by paying Exeter 2.5 times expenditures and paying for Exeter's costs to the completion of a bankable feasibility study. CVSA can increase its interest to 70% by financing Exeter's share of mine development costs. Should CVSA not elect to back into a project, its interest will revert to a 2% NSR on that project. Link
Insgesamt könnten die Ressourcen laut Yale von Exeter bis zu 20 Mio. Unzen Gold betragen. Natürlich eine spekulative Aussage, aber das Potential wird angedeutet.
Grüße
Danke an Euch! Zusammen lässt es sich leichter ertragen !;) Aber aufgestockt wird noch nicht, da habt ihr Recht. Evt. ab - 50%, falls es soweit kommt.
Grüße
Was mache ich (Ihr) mit Abcourt? Die macht keinen Spaß zur Zeit. Am 14.06. komme ich über die Spekufrist....Verbilligen, liegen lassen, rauswerfen für steuerl. Zwecke???
Bisherige Trades in ABI:
Kauf 12.04.2005 zu 0,25 CAD$
Komplettverkauf 13.04.2006 zu 0,88 CAD$
Rückkauf 1/3 der Ursprungsposition am 13.06.2006 zu 0,70 CAD$ (zur Zeit -38%)
Grüße
Es wird gekämpft! Richtig. Gut das der Hauptfokus im Moment auf Chile und nicht auf Argentinien gerichtet ist. Grüße
BUENOS AIRES, May 31 (Reuters) - Mining industry leaders vowed on Thursday to fight lawmakers' decision to uphold a ban on open-pit mining in an Andean province famous for its grape vines and olive groves.
Senators in Mendoza voted this week to reinstate anti-mining legislation that had been vetoed by the provincial governor in December on the grounds it was unconstitutional.
The legislation halts open-pit metals mining and the granting of exploration permits due to fears about its impact on the environment. Anti-mining activists say the provincial government has failed to impose environmental safeguards.
Representatives of the region's fledgling mining industry say the senate's decision puts the sector's future development at risk.
"We're prepared to fight to the last," Roberto Zenobi, head of the province's mining chamber, told Reuters, adding that the governor's veto could still be backed by the province's house of deputies. That would stop the legislation taking effect.
"We're determined to stop the legislature's activity, while at the same time stressing that we're also not in agreement with the government," Zenobi said.
He said provincial officials have acted too slowly to develop an environmental plan to address local concerns.
Mining projects in Mendoza include the Don Sixto gold site, where drilling is being done by Canada's Exeter Resource Corp. (XRC.V: Quote, Profile , Research), and the San Jorge gold and copper property, owned by Vancouver-based Global Copper Corp. (GLQ.TO: Quote, Profile , Research) and optioned to Coro Mining Corp.
Mendoza is synonymous with Malbec vines grown in the plains below the snow-capped Andes, but rising metal prices have generated increased interest in its mining potential and, in turn, have fueled anti-mining protests.
Argentina is not known as a mining country. But investment in the sector has boomed in recent years, driven by higher global prices and lower costs since the peso was devalued sharply against the dollar during a 2001-2002 economic crisis.
Eldo, bei mir ählich. Vielleicht können wir während der Wartezeit eine zusammen qualmen? 
Meine Sammlung: WEL DVN BQI PHX EFE.V GRT.V HSE.TO IFR.V OEX.V PBG.TO PGB.V POE.V PDP.TO RIX.V SAH.V SLG.V YO.V
Ingesamt ca. 25% des Depots.
Die Starken (WEL, DVN, PHX, HSE, PBG und POE) sind in der Unterzahl, bin aber noch 5% im Plus mit dem gesamten Haufen.
Von den Schwächsten hab ich GRT, OEX, BQI und RIX nochmal ordentlich nachgeordert von den Urangewinnen. RIX und IFR machen mir ein wenig Sorge, bei IFR gibts wohl endlich bald ein Drillrig (Researchnote von Canaccord von gestern):
“The problem with the North Sea,” Pat Boswell of Intl. Frontier Resources tell us, “is plain and simply the shortage of rigs.” “There are only 35 rigs available that can handle the local conditions” he suggests and yet if all the wells had to be drilled because of commitments made through the more recent licenses granted in the North Sea, “500 wells would have to be drilled.” Each well could take up to a month to drill and of course if you find something, time to test would be added as well. In other words, there is more than 10 years worth of commitments of having to be drilled in the North Sea and you’ve got nothing until you’ve got a rig to poke a hole to see if you actually have anything of value. And now with Oilexco’s discovery at Huntington being bigger than expected and some other recent British successes, the North Sea is once again,
attracting attention.
As far as Intl. Frontier and Gulf Shores go, Pat Boswell tells us that the only thing they know about when they get to drill some of their prospects, is that Lundin Oil—the operator—tells us “they will take delivery of a rig sometime
in the second half of the year.” And that’s as exact as it gets. Which well to be drilled first depends on the location of the rig when they take delivery as they’ll obviously go to the closest location first. Intl. Frontier will have two projects drilled with the Lundin rig and Gulf Shores will have three.
Grüße
Danke Tschonko! Werd mich mal an die Recherche setzen und hier posten, wenn ich näheres weiss.
Grüße
Ja freut mich auch, hab nie ans verkaufen gedacht. Mitlerweile steuerfrei Weißt Du eigentlich wie viele Drillsrigs die im Bestand haben? Frage mich das wegen den Wachstumsaussichten. Personal könnte auch zum Problem werden oder verleihen die ohne Crew?
Grüße
Casey zu den Bohrergebnissen (FVI empfohlen zu 1,15 CAD$ 01/2006):
Our Comments: Hole 54 is more than a great drill hole; it fills in a gap in the current resource. We happen to be in Chicago at the moment, at our own conference, with Fortuna's management on hand. Looking at the block model, it's easy to see hole 54 turning many tonnes of waste to ore, right in the middle of the ore zone--the next resource calculation should be very interesting indeed. We never recommend participating in a feeding frenzy on news like this, but FVI is looking better than ever, and is, again, definitely a company we'll be watching closely for more Shopping Season opportunities. That said, for what FVI could show it has by the end of the year, and for a successful exploration and production company with a profitable mine up and running, the company is still looking like a good buy, even at C$3.11 (the price at the moment). It's just that experience predicts a pull back after a jump like today's, so we're hoping for a better price in the days ahead.
Grüße
Danke Edel. Generell teile ich Deine Meinung mit dem Rückkauf derer, die sich gut gehalten haben. Bei Uranwerten sehe ich das allerdings etwas anders, da hier in zu kurzer Zeit viel Geld angelegt werden mußte und alle die spät auf den Uranzug aufgesprungen sind, verziehen sich jetzt. Da leiden auch die Qualitätstitel drunter (die natürlich nur in Erwägung kommen). Beispiel: Energy Resources of Australia (ERA.AUS, Hoch bei 27,85 AUS$) akt. 22,84 AUS$ - 18%. Die Relation im Verlust von gestandenem Unternehmen zu Explorer stimmt.
Habe noch 2 hinzugefügt. Alle haben gemeinsam, daß sie im Athabasca Basin angesiedelt sind und meiner Meinung zu den besten dort gehören.
Grüße
Die Marktschwäche bei einigen Urantiteln ist bemerkenswert im Moment. Gut das ich die mit strahlenden Gewinnen in Q1 2007 alle abgeladen habe.
Auf meiner Watchlist meiner Rückkaufwerte gibts schon einladendes, z.B:
JNR Resources (JNN.V, Hoch bei 4,45 CAD$) akt. 2,87 CAD$ -35% seit Hoch
Triex Minerals (TXM.V, Hoch bei 6,50 CAD$) akt. 3,87 CAD$ - 40%
Hathor Exploration (HAT.V, Hoch bei 2,17 CAD$) akt. 1,30 CAD$ - 40 %
Pitchstone Exploration (PXP.V, Hoch bei 4,85 CAD$) akt. 2,82 CAD$ - 42%
Hab Ihr auch solche Beispiele. man kann ja nicht alle im Blick haben
Grüße
Fortuna Cuts 104.9m of 283 g/t Ag + 2.48 g/t Au at San Jose
Wednesday May 30, 9:30 am ET
VANCOUVER, BRITISH COLUMBIA--(CCNMatthews - May 30, 2007) - Fortuna Silver Mines Inc. (TSX VENTURE:FVI - News; "Fortuna"): Mr. Jorge Ganoza, President of the Company, is pleased to announce initial drill results from the 2007 drill program at the San Jose silver-gold deposit located in Oaxaca, Mexico which is being explored and developed under a joint venture between Fortuna (76%) and Continuum Resources Ltd (24%). Analytical results have been received for the first two drill holes in the initial 11,000m phase of the drill program.
Drill hole SJO-054 returned 283 g/t Ag and 2.48 g/t Au (410 g/t Ag Eq) over a continuous mineralized drill length of 104.9m, which includes several intervals of high-grade silver-gold mineralization. The true width of the mineralized zone is estimated at 83 meters. This hole is located in the central portion of the Trinidad high-grade shoot and intersected the mineralized zone between 310m to 400m vertically below the collar of the surface shaft.
Drill hole SJO-053 was collared to the east of SJO-054 and encountered the mineralized zone between approximately 370 to 470 meters below the surface. Assay results for both holes are summarized below. A long section showing the location of the intersections will be posted on the Fortuna website shortly (http://www.fortunasilvermines.com).
Length-weighted assay averages have been calculated using a lower cut-off of 100 g/t Ag-equivalent. Silver equivalency estimates were derived using US$10.30/oz for silver and US$525/oz for gold yielding a Ag:Au ratio of 51:1. Metallurgical recoveries and net smelter returns are assumed to be 100% for purposes of estimating silver equivalency.
http://biz.yahoo.com/ccn/070530/200705300393801001.html?.v=1
Grüße
Also heute wird China überall erwähnt und muss auch für die Kursverluste grade stehen (siehe z.B. Artikel von AP). Eigentlich wußten es alle, daß es in China eine Korrektur geben wird und ich denke die meisten haben sich darauf, wie auch immer, vorbereitet. Ich hoffe das zumindest, man darf die psychologische Seite der Börse nie unterschätzen.
Übrigens hab bei ABN nachgefragt, der Mini-Short ist ausverkauft!
Grüße
AP
Stocks Retreat After China Market Drop
Wednesday May 30, 10:01 am ET
By Joe Bel Bruno, AP Business Writer
Stocks Fall After Drop in Chinese Stocks, Ahead of Fed Minutes
NEW YORK (AP) -- Wall Street retreated Wednesday as investors around the world reacted to a plunge in China's stock market, and awaited the release of minutes from the last Federal Reserve meeting.
The pullback in the U.S. wasn't seen as a surprise as stocks were perhaps overdue for a consolidation after a strong run since the second half of 2006. And the declines in Asian and European markets did not appear as dramatic as on Feb. 27, when investors around the world recoiled at a 9 percent slide in the Shanghai index.
The tumble in Chinese stocks rippled through the global markets. When Beijing tripled a tax on stock trading to cool the country's market boom, the main Shanghai Composite Index dropped 6.5 percent and the Shenzhen Composite Index for China's smaller second market slid 7.2 percent.
Investors also retrenched ahead of the Fed minutes, which Wall Street hopes will indicate that policy makers are leaning more toward a rate cut by the end of the year than a rate hike. The minutes will be released at 2 p.m. EDT.
In the first hour of trading, the Dow Jones industrial average fell 38.93, or 0.29 percent, to 13,482.41.
Broader stock indicators were also lower. The Standard & Poor's 500 index was down 4.06, or 0.27 percent, at 1,514.05, and the Nasdaq composite index dropped 12.30, or 0.48 percent, to 2,559.76.
Bonds rose, with the yield on the benchmark 10-year Treasury note falling to 4.85 percent from 4.88 percent late Tuesday. Fixed-income investors bought into the market hoping central bankers will indicate they are not ruling out a rate cut this year to stimulate the economy's growth.
The dollar was mixed against other major currencies, while gold prices fell. Crude oil rose 29 cents to $63.44 per barrel in premarket trading on the New York Mercantile Exchange.
When Beijing tripled a tax on stock trading to cool the country's market boom, the main Shanghai Composite Index dropped 6.5 percent and the Shenzhen Composite Index for China's smaller second market slid 7.2 percent.
Japan's Nikkei stock average fell 0.48 percent; Britain's FTSE 100 fell 0.90 percent; Germany's DAX index dropped 1.13 percent, and France's CAC-40 declined 0.96 percent.
Investors have been jittery since comments last week from former Federal Reserve Chairman Alan Greenspan, who said the Chinese markets could experience a significant pullback.
Ja das war ein Volltreffer. Gut das ich schon ein paar Tage vorher Short war im Shenzhen B-Share Index. Wollte heute Morgen direkt nachlegen im Mini-Short von ABN AMRO NL0000788719 / AA0HRX, aber es werden nur noch Geldkurse gestellt 
Ich rechne mit weiteren deutlichen Abgaben in China in den nächsten Tagen. Mal schauen wie der Rest der Märkte das verarbeitet.
Grüße
warnende Researchnote von Canaccord Capital:
The chart to the left is that of Petrofalcon, an oil and gas junior that we wrote up several times a few years ago and as the chart tells you, it was having a great time...for a while.
Experienced management that had previously built a significant oil and gas company were at it again and with a fairly decent master plan, things were going well…
Then Hugo Chavez of Venezuela changed the rules for oil companies in the country and has been changing them with regularity ever since. What’s left for the oil and gas companies in Venezuela is less and less all the time and this chart of Petrofalcon, a former success story, displays what’s going on in that country.
Meanwhile, Chavez is not just content anymore to take over oil and gas companies, but all of a sudden, utilities and other public companies are on his take-over list and now he’s even decided to shut down television stations, particularly popular ones that might actually not worship at his feet.
Which gets us to Crystallex Intl. According to the Dow Jones Newswires today, “Venezuela’s mining ministry plans to turn over a new mining law to President Hugo Chavez for approval in two weeks, a minister said Monday.”
“We are putting the final touches on it based on three proposals we have on hand”, Mining Minister Jose Khan told Dow Jones Newswires in a telephone interview. The article mentions that the “pro-Chavez congress unanimously gave the president special presidential powers early in the year so he can create laws for a year and a half without consulting congress.”
“Under the new mining law, Khan said the figure of the mining concession will end because it has a history of giving holders a sense that they own the resources.” He also acknowledged that “the new law could follow in the footsteps of state oil company Petroleos de Venezuela, PdVSA, which converted oil deals into a mixed company framework.” There are those that suggest Chavez is going to be a nice guy and let Crystallex proceed in its current form and are buying the stock.
We’ve had personal experiences that weren’t pleasant speculating in Venezuela, so we’ll take the other side...we are short Crystallex and it will be interesting to see what happens in two weeks.
