Beiträge von Edel Man

  • Der Rohöl Thread

    Nelson - Deal perfekt:


    Nelson Resources Officially Agrees to Lukoil Takeover Deal


    By James Stevenson
    13 Oct 2005 at 01:09 PM EDT


    CALGARY (CP) -- Nelson Resources Ltd. has signed a definitive deal to sell the Canadian oil and gas producer to Russian energy giant Lukoil for $2 billion.


    Nelson [TSX:NLG], a former Canadian gold company now focused on oil and gas in central Asia, said late Thursday that the transaction requires approval of at least 75% of current shareholders.


    Four major shareholder groups, owning nearly 67% of the stock, have entered into lockup agreements with Lukoil to sell their shares.


    The takeover proposal by wholly owned Lukoil Overseas, initially announced Oct. 3, was 13% below Nelson's pre-bid stock market value.


    Throughout the process, the Bermuda-headquartered company has insisted that it remained committed to obtaining a ''fair offer'' for minority shareholders.


    But during a conference call earlier this month, numerous shareholders expressed anger over the deal.


    Another conference call for investors is set for next Monday and a special shareholders meeting to vote on the deal is expected to be held in late November.


    ''We are satisfied with the outcome of the negotiations with the Board of Directors of Nelson Resources Limited and major shareholders of the company, Lukoil Overseas' president Andrey Kuzyaev said in a release late Thursday.


    ''We believe that this transaction is in strategic interests of all the parties involved and we look forward to working with Kazakhstan authorities to successfully implement the transaction.''


    Nelson, which restructured its mining business to become an energy producer about four years ago, operates in Kazakhstan, one of the fastest-growing oil and gas regions in the world.

  • Yamana Gold Inc./ YRI, AUY (TSX,NYSE)

    Eigentlich 2 Gründe:


    --YRI ist wieder im Bollingerband.
    --Stochastik kann nicht tiefer fallen.


    Hoffe,das dies effektiv ist.
    Den exakten Punkt trifft man nie ganz.


    Teile im Übrigen die positiven Einschätzungen
    von valueman und Aladin,sh.vorherige Beiträge.


    Grüsse

  • IMA Exploration Inc. WKN 884 971 CA4496641016 IMR

    Dieses Problem hab ich auch fast ständig;Aladin.


    Ist wohl das Los der Optimisten an Bord. :]


    Aber eins unterscheidet uns sehr, hast längst gemerkt:
    Habe einige Aktien weniger als Du,
    aber für mich genügend mehrere dutzend.


    Dafür sind einige hoch gewichtet.
    Sh. Juniors gestern.


    So gleicht sich manches Zittern wieder aus. ;)


    Grüsse

  • IMA Exploration Inc. WKN 884 971 CA4496641016 IMR

    Nunja,Aladin,


    das ist eben der "Vorteil der frühen Geburt"--heißt es--,
    will hier sagen : früher Kauf.
    Da kann ich gut reden ;)
    Bei CDU war ich noch viel früher dabei und freu mich krumm.


    Aber so hat jeder ein paar Hübsche, aber auch ein paar Krüppel,
    so wie das in der Gesellschaft auch ist.


    Bin mit knapp 5% meiner PM in IMR !! und hätte keine Hemmungen,
    nachzulegen, wenn hier Klarheit besteht.


    Mein gutes Gefühl,wichtig,trügt relativ selten.


    Grüsse

  • Gold ist nicht knapp. Im Gegenteil .....

    Die Verfassung der USA/Constitution schreibt mW.vor, daß nur Gold und Silber gesetzliches Zahlungsmittel sind.


    Aus den Gründen, die hier kein Thema sind, haben mehrere Generationen dort schrittweise Verfassungsbruch begangen.


    Mit den allseits bekannten Folgen.


    Eine Rückkehr zur Golddeckung der Fiat Money,auch schrittweise,hätte ungeheure Konseqenzen mit einer Neubewertung des Goldes.


    Grüsse

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Friday, October 14, 2005, 6:25:00 PM EST


    The Day of the Rose Colored Glasses!
    Author: Jim Sinclair


    Today, we look at the world through rose-coloured glasses and this is what we see:

    1. Everything is fine on the inflation front because no one needs things like food and energy.


    2. Everything is fine regarding the US Trade Deficit because it did not grow as much as expected.


    3. Everything is fine at Refco because it cannot be allowed to fail but in all probability will end up a name only with other entities taking over their business.


    4. Consumer Confidence is at the lowest level in 13 years but that's OK because it is all weather related.


    5. The oil price is off and talking heads now see that as a permanent feature so everything is OK in the energy sector.


    6. Retail sales, although down, were just dandy - if you exclude autos. Sure, why not exclude autos, then clothes, then groceries and of course don't forget to exclude appliances.


    The Dow closed 70 points higher today and the financial TV commentators were simply giddy because all is fine in La-La land. :D

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Äusserst lesenswert!
    Druck ich aus;Hamilton ist eigentlich immer richtig zur Stelle.


    Stelle den Schlussabsatz rein,der alles sagt:
    ____________________________________


    There is nothing that begets new gold investment demand faster than rising gold prices, highlighted by today's global gold highs. No matter which part of the world you call home, you can invest in this young secular gold bull and profit tremendously as it continues galloping ahead in the coming years.
    ______________________________


    :]Grüsse

  • Nevada Pacific Gold Ltd. WKN 929 971 ISIN CA6413981029 NPG

    Nevada Pacific Intersects Additional Gold at Cornerstone Project on Cortez Trend

    VANCOUVER, BRITISH COLUMBIA--(CCNMatthews - Oct. 13, 2005) - Nevada Pacific Gold Ltd. (TSX VENTURE:NPG) is pleased to announce the intersection of additional gold mineralization in drill hole CSR05-14 on its Cornerstone Project, located in Eureka County, Nevada. The Cornerstone Project forms part of the Battle Mountain/Cortez Gold Trend and lies 12 miles southeast of the 10+ million ounce Cortez Hills/Pediment deposit (Placer Dome 60% - Kennecott 40%), three miles east of the Company's 100% owned Keystone project and immediately adjacent to the 1.4 million ounce Tonkin Springs gold property owned by US Gold.


    Hole CSR05-14 (drilled at -45 degrees to the south) intersected 120 feet grading 0.015 opt gold from 10 feet to 130 feet, including 50 feet of 0.029 opt gold from 80 feet to 130 feet and 20 feet of 0.046 opt gold from 80 feet to 100 feet. This hole is located on the same drill pad as the previously announced gold intercept in drill hole CSR05-02 containing 65 feet of 0.023 opt gold (PR# 05-30 September 21, 2005).


    This drill intercept is further evidence that drilling to date lies along a low-grade halo of mineralization surrounding the high-grade zone intersected in Trench #1 (10 feet grading 0.32 opt gold contained within 162 feet grading 0.028 opt gold). Detailed mapping, soil geochemistry and trenching demonstrate this high-grade structure is oriented north/south.


    Trench #1 is located 2,500 feet north of the Rooster Gold Deposit located on the Tonkin Springs property owned by US Gold and 1,000 feet southwest of Nevada Pacific Gold's Flag Zone. Drill hole CSR05-14 is also located 1,400 feet north of drill hole 401008 located on the U.S. Gold's Tonkin Springs property. This hole was drilled to a depth of 400 feet and contained 50 feet of 0.051 opt gold from 160 feet to 200 feet (including 10 feet @ 0.119 opt gold from 180 feet to 190 feet) and the bottom 130 feet of 0.055 opt gold from 270 feet to 400 feet (including 60 feet @ 0.093 opt gold from 340 feet to 400 feet).


    The current exploration program at Cornerstone covers a surface area of some 12,500 feet x 1,200 feet with additional road cuts and drill pads having been permitted to follow up on the mineralization encountered in drill holes CSR05-02 and CSR05-14. Road cut samples (trench samples) have been submitted to ALS Chemex and the results will be reported at a later date.


    A recent age date taken in carbonate rocks located to the west of the drilled and trenched area has demonstrated that previously mapped Ordovician age rocks are in fact early to middle Devonian in age, thus demonstrating the existence of more favorable lower plate host rock being exposed at surface. Additional age dates will be prepared and submitted over the next few weeks and the results of this work will be released at a later date.

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    The oracle of Denver speaks, and he's usually right


    Brendan Ryan
    Guru Martin Murenbeeld delivered his annual forecast at last month's Denver Gold Forum, adding his authoritative voice to those predicting gold will top US$500/oz in the coming year.


    What sets Murenbeeld apart from most commentators is his conservative and rigorous econometric approach, and the fact that he tends to get it right. For the past two years Murenbeeld's outlook, delivered at the gold mining industry's most important international conference, has been bang-on.


    For 2005 he not only got it right, he predicted the average price within $2. The modest and softly spoken Murenbeeld - who stresses he is not a "gold bug" - says: "We were darn lucky. Hopefully we will do as well for 2006."


    For the year ahead Murenbeeld is forecasting a probability-weighted average of $502/oz but adds that "gold could clearly go substantially higher in the event the dollar plunges and monetary reflation comes early. We are split between a mildly bullish and a more aggressively bullish projection. Our high price scenario has been given nearly as much weight as our baseline scenario."


    Murenbeeld's high price g scenario allocates a 43% probability to gold averagin$565/oz in the year ahead :))compared with a 47% probability for $470. He tags the outlooks for the US dollar and the US economy as the key reasons.


    "I am a dollar bear. The US current-account deficit by the second quarter of this year was in excess of 6% of GDP or nearly $800bn. If [the events of] 1985-1987 are a guide, then the dollar has at least another 15% -25% to fall.


    "The US trade balance deficit had mushroomed to more than US$700bn by the end of July. The implication is that the dollar's exchange value is uncompetitive at its level of recent years."


    Murenbeeld believes the Chinese renminbi is "grossly undervalued" and has to rise "lest protectionist forces in the US plunge the international economy into a dangerous trade war".


    The recent upvaluation of the renminbi was a start but nowhere near enough. He believes the renminbi must recover much of the 34% by which it was devalued against the dollar in 1993.


    Murenbeeld says that, up till now, the dollar has been supported by capital inflows from central banks - in particular in Asia. They buy dollars with their own currency to prevent the dollar from falling and their own currencies from rising. Private investors have also bought large amounts of dollars.


    According to Murenbeeld: "This support for the dollar cannot continue indefinitely. Be patient. Something is going to break this and the dollar will inevitably have to decline further."


    He says the crucial component of US debt is household debt, which is at record levels, as is the household debt service burden, despite low interest rates. The household savings rate is negative: he links this to soaring house prices, which are being turned by many into retirement savings vehicles.


    "This is high risk in my opinion because it is dangerous in the event that house prices flatten out or decline."


    His bottom-line assessment is that the debt situation is likely to result in monetary reflation, which means higher inflation, which is good for gold.


    Murenbeeld stresses that consumer demand for physical gold is rising, despite the higher prices. "I am bullish on India and China. Per capita gold consumption will go up and that's what counts."


    Murenbeeld also believes that Opec countries may use rising "petro dollar" income to buy more gold, which is a politically "neutral" currency.


    "The last time Opec had significant surplus petro dollars, gold spiked to a record high in 1980. In 1973-1981 Opec added 270 t gold to its reserves. To bring its gold reserves up to 15%, Opec would have to buy 50m oz, costing $22,5bn. This would not be a hardship now Opec's foreign exchange reserves exceed $200bn."


    Murenbeeld expects newly mined supply to fall while central bank sales - the biggest supply threat - are capped until September 2009 by the new Central Bank Agreement.


    Financial mail
    14 October 2005

  • IMA Exploration Inc. WKN 884 971 CA4496641016 IMR

    Es sieht so aus,Aladin!


    Ärgere mich so wie Du,aber es genügt, wenn einer es so ausdrückt. X(


    Wirklich schade,daß sich frr so zurückhält.


    Aber nun schau Dir mal nen Langfristchart an.
    Das Auf-und Ab ist uralt,
    und ich bin schon seit Jan 2004 mit 1,35 E dabei!!


    Die hielt und halte ich durch Dick und Dünn.
    Denen wird man ja nicht alles stehlen.
    Dann sieht´s schon anders aus.


    Grüsse