Also ich denke eher an die kleineren Juniors (MC bis 100 Mio.) als Übernahmeziele mit guten Ergebnissen und ohne operative Probleme, wie bei Uranium One.
Der Chart sieht einladend aus, aber UUU bringt ja noch 2,45 Mrd CAD$ MC auf die Waage. Die müssen sich selber freischaufeln.
Grüße
Ja, Breakeven schaffen wir. Übernahmen werden dieses Jahr höchstwahrscheinlich dem Sektor zusätzlichen Auftrieb verleihen.
Grüße
Cameco a little more serious about acquisitions
Peter Koven, Financial Post Published: Monday, March 03, 2008
According to chief executive Jerry Grandey, the takeout valuations over the past few years have been much too high. But with a cooling in the uranium market, he said on Monday that acquisitions are becoming a much more intriguing option going forward.
"Now that prices have come down, ... if we find something that we believe will add value, then we'll come and take a long look at it," he said in an interview.
Urandepot bei -11% (ohne anteilige Gewinnmitnahmen bei Hathor und Bluerock).
die Besten
-Hathor Expl. +118%
-Bluerock Res. +41%
-Khan Resources +38%
-Denison +14%
die Schlechtesten
-International Enexco -47%
-Pitchstone -30%
-Triex Minerals -30%
-Ur-Energy -27%
Grüße
Kein Problem, die Suchfunktion ist echt verbesserungswürdig.
Falls Du in Kanada ordern kannst, könnte man sich als Einstieg auch den Global Uranium Fund (GUR.TO) ins Depot legen (siehe meinen Beitrag vom 20.02.).
Grüße
Hier ein guter Einblick in die Schätzungen zu Cabo vom 29.11.07 aus dem [URL=http://www.cabo.ca/images/coverage/Cabo%20Drilling%20-%20Q1%20Results-Strong%20Topline%20Growth,%20But%20Margins%20Disappoint%20-%20Nov%2029,%202007.pdf]Researchbericht[/URL] von Beacon Securities.
Sie legen ihr Augenmerk auf die Steigerung der Gross Margin (hatte ich ja auch Mal angesprochen). Die liegt bei den Branchenführern bei ca. 35% (Cabo aktuell 25%).
Die geschätzen Zahlen von Beacon für 2008 sehen so aus:
-Umsatz 49 Mio. (bis jetzt erreicht Q1+Q2 28 Mio.)
-EBITDA 6,9 Mio (4,2 Mio.)
-FD EPS 0,05 (0,037)
Beacons Kursziel liegt bei 0,80 CAD$ (Rating Hold).
Grüße
bei so vielen Werten die Du Dir anschaust, kann das auch den Besten passieren 
Ich hab die Zahlen überflogen, aber ich finde erstmal nichts was gegen einen weiteren Kursanstieg sprechen sollte.
Grüße
heute erneutes Trading Halt. Sehr gute Ergebnisse der Bohrproben. Kurs wird weiter steigen. FIS (zur Zeit +50%) zieht auch an - value wirds freuen.
Aktuelle Eröffnung von HAT 2.30 CAD$ + 77%.
Grüße
Hathor Exploration Limited: Midwest NorthEast Project-11.9 Metres of 5.29% U3O8
11:25 EST Monday, March 03, 2008
VANCOUVER, BRITISH COLUMBIA--(Marketwire - March 3, 2008 ) - Hathor Exploration Limited (TSX VENTURE:HAT) announces that it has received U3O8 assay results for uranium mineralization encountered in diamond drill hole MWNE-08-12 on its 90%-owned Midwest NorthEast project (see Hathor news release NR08-07, dated February 26, 2008 ). This drill hole intersected 11.9 metres grading 5.29% U3O8 beginning at 261.5 metres. In addition, individual assays include 20 cm grading 40.2% U3O8 beginning at 251.9 metres.
High-grade uranium mineralization in hole MWNE-08-12, the 12th hole of a planned 24-hole program, occurs in basement rocks that are a heterogeneous mix of variably clay-altered to clay-replaced pelitic gneiss, graphitic pelitic gneiss, granitic pegmatite and micro-granite.
Ninety-five (95) split core samples were taken from drill hole MWNE-08-12 over a continuous interval that extends from 240.6 to 287.0 metres down the hole. The individual sample intervals range from 0.2 to 1.0 m in length, except for one assay that was 0.1 m. True thicknesses of the mineralized core intervals are not yet known.
All samples were analysed for U3O8 (wt%) at the Geoanalytical Laboratories of the Saskatchewan Research Council (SRC). The facilities used for the analysis operate in accordance with ISO/IEC 17025:2005 (CAN-P-4E), General Requirements for the Competence of Mineral Testing and Calibration Laboratories. The samples were analysed using their ISO/IEC 17025:2005 accredited U3O8 wt% method. Laboratory method quality control included the insertion of certified reference materials applicable for the ranges of mineralization encountered. Check assays were carried out on five samples by the laboratory and two duplicate samples submitted by Hathor, all with satisfactory reproducibility. All samples are being analysed for a suite of other elements including Ni, Co, Cu, and Pb.
http://biz.yahoo.com/ccn/080303/200803030446178001.html?.v=1
Aladin, die wichtigen Wörter sind hier wohl "select grab sample". Representativ ist es auf jeden Fall nicht. Ich beobachte mal lieber nur, vielleicht wollten die nur ein wenig Promo machen.
Grüße
Zahlen Q2 sind da. Tschonkos Erwartung verfehlt , aber hohes Wachstum. Angenommen konservativ 0,08 Nettoergebnis pro Aktie für 2008 macht ein aktuelles KGV von 8,25.
Grüße
Cabo Announces Record 2nd Quarter Results
Revenue for the quarter ending December 31, 2007 was $13.64 million compared to $7.37 million in the second quarter of fiscal 2007, an 84% increase. This increase can be attributed primarily to significant growth from all divisions with the Mexico Division increasing by 364%, Ontario by 79%, Atlantic by 67% and the Pacific Division by 34%. International revenues represented 17% of revenues for the quarter, as compared to 4.5% for the second quarter in fiscal 2007. Revenues decreased slightly by 5% from the first quarter of fiscal 2008 from $14.34 million but they were significantly higher than budget and expectations for the holiday season. Management believes the international operations will contribute a growing percentage of the Company's total revenue stream as we continue to increase the drilling fleet in Panama and Spain during the balance of fiscal 2008.
http://biz.yahoo.com/ccn/080229/200802290445686001.html?.v=1
kennt jmd die Aktie? MC 7,6 Mio. CAD$ und dann so ne Nachricht...
A sign of the exuberant times, shares of BC Gold rocketed on a select grab sample from a narrow vein that returned 860 grams gold per tonne and 1,774 grams silver per tonne on the Engineer Mine property in northwestern British Columbia. The junior hit an intraday high of C$0.55 before closing at C$0.35, up C$0.10 on over 1.7 million shares traded.
http://www.bcgoldcorp.com/main/?newsReleases&40
Gestern +48%
http://www.bcgoldcorp.com/main/?home
Grüße
Thu Feb 28, 2008 2:57pm EST
TORONTO (Reuters) - Canada's Uranium Participation Corp (U.TO: Quote, Profile, Research) sees the uranium price cycle "at or near the bottom," and moved on Thursday to take advantage with a C$65 million ($69 million) stock sale to fund the purchase of 900,000 pounds of the commodity.
The fund, which currently holds about 4.5 million pounds of uranium, said it would issue 6,375,000 common shares at C$10.20 each on the Toronto Stock Exchange.
The purchase would boost its holdings by about 20 percent, and represents about 5 percent of the whole 2007 spot market activity in uranium, the key fuel for the nuclear power industry, which provides about 16 percent of the world's electricity.
"We looked at the availability of the material and the price of the material ... and it would be our view that we are at or near the bottom of the price cycle," said James Anderson, who serves as chief financial officer of both Uranium Participation and its managing firm, Denison Mines Corp
The Toronto-based fund aims to buy the commodity by the end of March, Anderson said in an interview.
Banks and hedge funds have recently followed the lead of the fund, which for nearly six years has bought the commodity to hold in anticipation of a surge in spot prices.
Spot uranium UX-U3O8-SPT was around $73 per pound this week, down from a high of $136 last June.
"There is a shortfall in uranium, and there is projected to be a shortfall between supply and demand until 2010 at the earliest," said Raymond Goldie, senior mining analyst at Salman Partners.
"This purchase -- no matter what form it takes -- will tighten that market."
He added that uranium, which typically reacts slowly to news on supply and demand, has been relatively cheap the last couple weeks so now may be a good time to buy.
Because Uranium Participation does not have a license to purchase and hold uranium directly, the fund buys and holds the commodity through Denison Mines.
Uranium Participation shares, which historically have traded at a premium, were up 52 Canadian cents, or 5 percent, at C$10.94 on Thursday.
The stock's premium to the fund's underlying holdings is likely due to the fact that there aren't many other ways for ordinary investors to participate directly in uranium ownership, said Goldie.
Indeed, additional demand for uranium combined with recent uncertainty over supply -- including a lower production forecast from Uranium One (UUU.TO: Quote, Profile, Research) last week -- "paints a bullish picture" for uranium spot prices, said Max Layton, of Macquarie Bank in London.
"My view is that uranium spot prices will rise to $80 per pound in the near term," he said.
Partly in response to the news, shares of Cameco Corp (CCO.TO: Quote, Profile, Research), the world's No. 1 uranium producer, climbed C$1.28, or 3.4 percent, to C$39.03 on the Toronto market.
Value, na das ist ja ein super Einstandspreis - unschlagbar! Trotzdem nichts los beim Kurs von FIS, vielleicht hab ich mich verguckt.
Eldo, ja freu mich auch, hoffe die Laborergebnisse bestätigen die Vorfreude.
Grüße
Nachtrag: Schlusskurs 1,14 CAD$ +128%. Werde morgen die Hälfe meiner Position verkaufen und den Rest laufen lassen.
FIS.V versucht sich mit dieser News dranzuhängen, Kurs reagiert aber kaum heute.
February 27, 2008
Fission Energy Announces Encouraging 2007 Waterbury Lake Drill Results - 0.10% U308 Intersected over 3.6m including 0.30% U308 over 1.1 Meters
The 41,280 hectare (~102,000 acres) Waterbury Lake Property virtually surrounds the AREVA-Denison Midwest Uranium Deposit (41 million lbs U3O8 at an average grade of about 5.5% U3O8 ), within the east-central part of Saskatchewan's Athabasca Basin. Denison recently announced a NI 43-101 indicated resource estimate totaling 464,000 tonnes grading 0.48% U3O8 and a 9,200 tonne inferred resource grading 18% U3O8 at its Mae discovery zone (also known as the Midwest "A" deposit), and further plans extensive drilling during 2008. Both the Midwest Deposit and the Mae Zone are located within several hundred meters of the Company's eastern Waterbury Lake claim boundary. In addition, the Company's property borders a recent uranium discovery by Hathor Exploration Ltd. Fission's current exploration program focuses on this eastern claim area.
zur Eröffnung heute + 70%! Die endgültigen Resultate sind allerdings noch abzuwarten.
Nachbar zu diesem Projekt ist Fission Energy (FIS.V), sofern ich mich nicht irre. Die verhalten sich noch ruhig.
Anbei eine aktuelle Karte des Athabascas Basin. Hat jmd. eine besser erkennbare?
Grüße
http://www.vanguardsolutions.ca/s/OurClients-PIK.asp
ich glaub die 0,70 CAD$ werden erstmal die nächste Hürde sein. Dort dürfte auch die obere Begrenzung des Aufwärtstrendkanals liegen. (siehe Chartanalys)
Grüße
Aus der BMO-Präsentation:
- Thai IPO innerhalb der nächsten 1,5 Jahre
- Not "If" but "When" Lease Granting occurs
Grüße
sieht nach einem hochgradigem Fund beim Midwest NE Projekt (90% HAT, 8% TAS, 2% ???) aus.
http://biz.yahoo.com/ccn/080226/200802260444693001.html?.v=1
Due to the highly-radioactive nature of some of these intervals, the signal from a single crystal gamma-ray downhole radiometric probe is saturated throughout parts of the zone. A second probe was used to verify the high-grade nature of some of the intervals and results are currently being processed and will be used for future comparison to chemical results.
Hoffe meine anderen Athabascas kommen auch bald mit guten Ergebnissen.
Grüße
ich hab mir jetzt auch mal den Hommel-Newsletter besorgt, mir macht das Raten soviel Spaß ;).
heutige Aufgabe:
A different mining company, one that I own, that recognizes the strategic nature of their natural resources, located within the USA, has done it well. They avoided short selling. And instead, they bought puts, and announced the terms clearly, giving them the right, but not the obligation, to sell at set zinc prices of $1.20/lb. And they avoided buying too much of these financial instruments, only enough for six months; doing the bare minimum to cover the debt for mine financing, which could probably be paid back in 6 months to a year. As they have just begun producing, I and my team estimate that they have a forward P/E ratio of 1.3, with a market cap of $84 million, $94 million fully diluted if you include the options and warrants. Their primary mineral is zinc, with two other by-product minerals you probably never heard of.
The company's stock price is not likely to go up by a factor of 10, but I think you could make at least a hundred percent or a few hundred percent return fairly quickly within a year or two with little risk, and that's more than enough for a serious look. The stock trades about $140,000 worth of stock per day.
With leverage to zinc, if the zinc price improves, as I expect it will, the prospects for this stock get much better.
und hier die Lösung:
Strategic Resource Aquisition Corp. (SRZ.TO oder in Frankfurt WKN A0MVS6)
http://www.sra-corporation.com
Ich denke einen Blick wert.
Grüße
@Edel
ja ich erinner mich, wir sind beide fast gleichzeitig raus. War ne gute Entscheidung bis jetzt. Hab sie mir seit dem nicht wieder genauer angeschaut, sondern nur auf der Watchlist. Kann mich an keine relevanten News erinnern.
Hatte aber auch kürzlich überlegt, ob das wieder Kaufkurse sind, aber irgendwie hab ich das Gefühl die kommen nicht richtig mit ihren Projekten voran.
Bei Petrobank wollte ich ganz schlau zu 35 zu greifen 
und hab den Dipp verpasst.
Grüße
hier ein paar Einschätzungen:
Analysts Like The Long Term for Oilsands Quest, November 06, 2007
http://seekingalpha.com/articl…g-term-for-oilsands-quest
Blackmont Capital's best of the best 2008 - February 06, 2008
Oilsands Quest Inc., analyst Menno Hulshof's pick in the unconventional energy sector, has the second highest target return at 125% based on a target price of US$7.25.
Oilsands Quest has the single largest, contiguous oil sands acreage position in the industry," Mr. Hulshof said, addiing that its shares continue to trade at a sharp discount to net asset value, making it the least expensive company in its peer group.
http://www.agoracom.com/ir/OilsandsQuest/messages/723416
Desjardins Securities January 07, 2008
Upside of 80% see for Oil Sands Quest
http://network.nationalpost.co…-for-oil-sands-quest.aspx
On January 9th /08 TD Newcrest analyst Mark Friesen initiated coverage on Oilsands Quest
Speculative Buy rating and US$5.75 twelve month target.
http://www.agoracom.com/ir/OilsandsQuest/messages/716754
