First Nickel Inc. - Reboundchance? - 500 Beiträge pro Seite

[Buddah]

Bin ja kein Minenfan,aber der Chart sieht irgendwie "revoundig" aus:

http://www.firstnickel.com/
Leider nur in Kan. handelbar.
Grüsse B.

[Buddah]

Die Korrelation mit dem Nickelpreis ist beängstigend:

[Buddah]

jemand mitgereboundet?

[Maigret]

Interessanter als die Charttechnik dürften die Fundamentals sein.

Mit wem was Sie dieses Jahr produzieren wollen, haben Sie ca. das 2-fache der Marketcap als Umsatz bei den derzeitigen Preisen.
Ich schätze das Cash-Flow/Share Verhältnis dürfte also bei ca. 1 liegen.

Ein solider Kauf imho.

Cheers Maigret

[Maigret]

Antwort auf Beitrag Nr.: 26.717.316 von Maigret am 06.01.07 14:54:17

46.000 Shares eingesammelt die letzten Tage....
Nickel auf ATH

Nickel Rises to a Record, Bolstering Gains Over Other Metals

By Chanyaporn Chanjaroen

Jan. 18 (Bloomberg) -- Nickel, the only gainer this year on the London Metal Exchange, rose to a record for a second consecutive day on speculation that a labor dispute in Canada will cut supply of the metal used in stainless steel.

A union representing more than 1,000 workers at Xstrata Plc's nickel unit in Sudbury voted Jan. 16 for a strike if a new agreement isn't reached before Jan. 31. Stockpiles of nickel tracked by the LME have slumped 85 percent in the past year to the equivalent of less than two days of consumption.

The threatened strike ``added more risk to the already extremely tight market,'' Peter Richardson, chief metals economist at Deutsche Bank AG in Melbourne, said in a report.

Nickel for delivery in three months climbed $325, or 0.9 percent, to $35,825 a ton as of 10:34 a.m. in London. Earlier, it reached $35,975, beating yesterday's high by $275. The contract posted the largest gains among all LME-traded metals last year, and has added another 7.5 percent this year. Copper, nickel, tin, lead, aluminum and zinc have declined.

Nickel prices have risen sixfold since 2002 as global demand for stainless steel expanded. Global stainless-steel production probably rose 14 percent last year, U.K.-based industry consultant MEPS (International) Ltd. estimated last month.

Inco Ltd., now a unit of Cia. Vale do Rio Doce, was hit by a labor protest in Sudbury for three months from June 2003. Prices in December that year rose to the highest since May 1989 partly because of the production shortfall caused by the strike.

``With stocks still critically low, the chance of a strike in two weeks' time was enough to see sellers completely desert the market,'' said David Thurtell, an analyst at London-based BNP Paribas.

Housing Starts

U.S. inflation and housing data due today may hurt metals prices. The Labor Department may report consumer prices rose 0.4 percent in December, the most since July, according to the median forecast of 74 economists surveyed by Bloomberg News. Housing starts fell to an annual rate of 1.565 million, the Commerce Department may report, according to a Bloomberg survey.

Persistent inflation combined with an economy struggling to weather the housing slump may prompt the U.S. Federal Reserve to hold interest rates steady this quarter. Higher borrowing costs usually slow industry expansion, hurting demand for metals including copper and aluminum. Almost half of U.S. copper usage is in housing, according to Hamburg-based Norddeutsche Affinerie AG, Europe's largest copper refiner.

The consumer-price report and the housing data are due at 8:30 a.m. in Washington.

Other LME-traded metals gained today. Copper rose $85, or 1.5 percent, to $5,735 a ton, aluminum added $31.50, or 1.2 percent, to $2,710.50 and lead advanced $10.50 to $1,570. Tin increased $250 to $11,250 and zinc climbed $66 to $3,685 a ton.

To contact the reporters on this story: Chanyaporn Chanjaroen in London at [e-mail]

[Maigret]

Quelle Faz.net


Industriemetalle

Nickelpreis dürfte weiter hoch bleiben





Die Havarie der MS Napoli trieb den Nickelpreis auf Rekordniveau
19. Januar 2007
Der große Boom am Markt für Industriemetalle ist wohl vorbei. Der Kupferpreis, der lange Jahre zuverlässig gestiegen war, befindet sich seit dem vergangenen Mai immer stärker auf dem Rückzug. Von einst 8.600 Dollar je Tonne ist der Preis mittlerweile auf 5.540 Dollar gefallen. Auch Zink befindet sich seit Anfang Dezember im Abwärtstrend und hat sich seitdem um 20 Prozent auf 3.610 Dollar je Tonne verbilligt. Auch Blei und Zinn schwächeln.


Ganz anders Nickel. Hier sorgt die anhaltende Unsicherheit über den Nachschub für weiter hohe Nachfrage. Derzeit werden an der Londoner Metallbörse 35.400 Dollar für eine Tonne des vor allem in der Stahlherstellung benötigten Metalls bezahlt. Am Donnerstag hatte der Nickelpreis an der London Metal Exchange (LME) erstmals die Marke von 36.000 Dollar je Tonne überwunden. Selbst inflationsbereinigt steht der Preis kurz davor, so hoch wie noch nie zuvor zu sein (siehe Infografik).


Lager sind leer




Derzeit sorgen Negativmeldungen über Angebotsengpässe für Preisauftrieb, angesichts eines Lagerbestandsniveaus, das seit dem Sommer auf einem Rekordtief von nur noch um 6.000 Tonnen liegt. Die Lager sind so leer, dass sie den Bedarf nur zwei Tage lang decken können.


So hatte ein im Orkan beschädigtes Containerschiff im Ärmelkanal mindestens
1.000 Tonnen Nickel geladen. Das Schiff wird zwar in den Hafen von Le Havre geschleppt, doch würden die Lieferungen mit Verspätung in Südafrika eintreffen. Gleichzeitig drohen weitere streikbedingte Produktionsausfälle in den Nickelminen von XStrata. Nach einem Streik am Dienstag könnte am 31. Januar eine weitere Arbeitsniederlegung folgen. Angesichts der Streikgefahr haben die Käufer den Markt nun total geplündert“, sagte David Thurtell, Analyst bei BNP Paribas.


Gefahr von Produktionsengpässen besteht




Das World Bureau of Metal Statistics (WBMS) bezifferte unlängst das Defizit am Weltmarkt für die ersten elf Monate des vergangenen Jahres auf 80.000 Tonnen. Die gemeldeten Bestände seien um 33.000 Tonnen niedriger ausgefallen. Die Bergbauproduktion sei um 5,1 Prozent auf 1,28 Milliarden Tonnen gestiegen, während die Raffinerieerzeugung um zwei Prozent höher gelegen habe. Dabei hätte ein Produktionsplus in Russland und Kanada eine niedrigere Produktion in Ozeanien mehr als kompensiert. Indes sei die Weltnickelnachfrage um 72.000 Tonnen gegenüber dem Vorjahreszeitraum gestiegen.


Einige Produzenten von rostfreiem Stahl liefen mittlerweile Gefahr, wie schon im Vorjahr vor Engpässen zu stehen, da sie wegen des hohen Preisniveaus ihre Käufe aufschöben. Diese potentiellen Käufer warten auf niedrigere Preise. Vanessa Davidson, Analystin bei der unabhängigen Marktforschungsgruppe CRU zeigte sich gegenüber der Nachrichtenagentur Dow Jones erstaunt, dass Stahlerzeuger noch nicht einmal in Erwägung zögen, angesichts der Ereignisse des vergangenen Jahres für 2007 mehr auf Kontrakt zu nehmen.


Kurzfristige erhöhte Volatilität erwartet


Doch angesichts der hohen Nachfrage auf einem chronisch unterversorgten Markt sei kurzfristig nicht mit einer Abschwächung zu rechnen, meint Anindya Mohinta von JP Morgan. Schon im vergangenen Jahr hatten die Stahlproduzenten im Sommer den Spotmarkt fast leer gekauft. Und diese Leere hält seitdem an. Sollten sie wieder dringend Nachschub benötigen, dürfte dies akute Lieferengpässe zur Folge haben. Denn die Produktion ist bereits weitgehend verkauft.


Für die längere Frist dürfte die Marktlage weitere Preissteigerungen begünstigen. Kurzfristig wird die Situation von den Lohnverhandlungen bei XStrata angeheizt, so Händler. Nickel werde nicht billiger werden, zumindest nicht bis die Streikfrage vom Tisch sei oder die Lagerbestände anzögen, heißt es.

Die in dem Beitrag geäußerte Einschätzung gibt die Meinung des Autors und nicht die der F.A.Z.-Redaktion wieder.



Text: @mho
Bildmaterial: AP, Bloomberg, Thechartstore.com

[Maigret]

Verdoppelung der Short Positions in den ersten beiden Januar Wochen:

First Nickel Inc com FNI 1,144,500 580,000 564,500

Das war bis dato ein Schuß nach hinten

[Tippgeber1]

Antwort auf Beitrag Nr.: 27.050.782 von Maigret am 20.01.07 15:00:26

wie recht du hast...unsere aktie wird weiterlaufen...

[Maigret]

Antwort auf Beitrag Nr.: 27.070.901 von Tippgeber1 am 21.01.07 02:42:29

Sie kann gar nicht anders....

Jahresproduktion 2007 17 Mio lbs Nickel, 2,5 Mio lbs Kupfer, 86000 lbs Cobalt bedeuten einen Umsatz von rund 104 Mio CAD.
eine Marketcap FD incl. Warrants/Options von 120 Mio CAD.
Wenn von den 104 Mio CAD 50%-60% in der Bottom Line stehen bleiben was ich für absolut realistisch halte, liegt das Share/Cash-Flow Verhältnis irgendwo bei 2.

Nickel auf ATH ! in 2007 ist wenig bis gar keine Entspannung auf dem Nickelmarkt in Sicht.

Die Hervorragende Lockerby Drilling-Ergebnise von November und Januar werden eine schöne N43-101 Ressourcen Erhöhung zu Folge haben, d.h. Sicherstellung einer langjährigen Minenlaufzeit.

Die Feas für Premier Ridge müßte eigentlich in nächster Zeit veröffentlich werden.

Dazu weitere nette Projekte die für Überraschung sorgen können...

Gut, seit meinem ersten Kauf vor 2 Wochen sind FNI um satte +45% gestiegen, die Wahrscheinlichkeit einer kurzfristigen Korrektur ist durchaus gegeben.
Aber bei den Fundamentals Short zu gehen erscheint mir doch recht abenteuerlich....

[Maigret]

Antwort auf Beitrag Nr.: 27.072.014 von Maigret am 21.01.07 08:24:37

Sorry, Jahresproduction 2007 liegt bei 4,7 Mio lbs Nickel und 3,2 Mio lbs Copper, habe mich vertippt. Ändert aber nichts an den über 100 mio CAD Umsatz

[Tippgeber1]

Antwort auf Beitrag Nr.: 27.072.243 von Maigret am 21.01.07 08:42:19

danke. das ist mehr als überzeugend. die unterbewertung eklatant.
selbst, wenn der nickelpreis nicht weiterlaufen sollte (was ich
für wenig wahrscheinlich halte), dürfte first nickel weiter steigen.



grüssle
Tippgeber

[Maigret]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Maigret]

Antwort auf Beitrag Nr.: 27.115.950 von Maigret am 22.01.07 18:46:44

First Nickel drills 69.6 m of 2.35% Ni at Lockerby


2007-02-26 09:45 ET - News Release

Mr. William Anderson reports

FIRST NICKEL INTERSECTS 69.60 METRES OF 2.35% NI AND 1.22% CU AT LOCKERBY DEPTH

First Nickel Inc. has received additional high-grade nickel-copper results on the first nine holes from the second stage of a drill program on the Lockerby depth zone.

Examples selected from the drill results include FNI6377 which intersected a core length of 69.6 metres grading 2.35 per cent Ni and 1.22 per cent Cu including 28.1 metres grading 3.56 per cent Ni and 1.28 per cent Cu, and FNI6376 which intersected a core length of 65.95 metres of 2.06 per cent Ni and 1.40 per cent Cu including 22.75 metres grading 3.89 per cent Ni and 1.77 per cent Cu. Assay results for all nine holes are summarized in the following table. All assay intervals reported are core length and do not represent true widths (defined as being measured at right angles to the direction of extension of the sulphide body).

These drill results are not included in the upcoming NI 43-101-compliant resource estimate, however, they will be included in later resource/reserve estimates. This drill program is designed to infill gaps within the deposit model between the 67 and 72 levels, and is expected to be completed by early summer.

"These results are very encouraging in that they confirm the continuity of the excellent widths and grades for the depth orebody down to the limits of our drilling. The mineralization remains open at depth and along the flanks," states William Anderson, president and chief executive officer of First Nickel.

At the Lockerby mine, First Nickel shipped approximately 10,322 tonnes to Xstrata's Strathcona mill facility in January, with an estimated grade of 2.22 per cent Ni and 1.17 per cent Cu. This represents an estimated 394,000 pounds of payable nickel and 230,000 pounds of payable copper as well as credits for cobalt, platinum, palladium, gold and silver. Head grades were above forecast levels because all material was development ore from the depth and east zones. Development mining will continue through February, with stope production from both mining areas scheduled to begin in March. The new resource estimate for Lockerby mine is on schedule and is slated for release by early March.

Mr. Anderson goes on to say: "2007 will be an exciting year for FNI. After a lot of hard work by our Lockerby team, the mine is starting to perform as we had hoped and we have only begun to identify and investigate the exploration and development opportunities. We can now foresee a solid future for this operation which will become evident when the impact of the excellent drilling results of the past few months is quantified in the upcoming resource estimate. We are also continuing to advance our other projects around the Sudbury basin and look forward to further positive results."

The diamond drilling program was carried out under the supervision of First Nickel's chief mine geologist, Stephen Conquer, PGeo, a qualified person as defined by National Instrument 43-101. The information in this release was prepared under the direction of Paul Davis, PGeo, vice-president of exploration for First Nickel Inc., a qualified person as defined by National Instrument 43-101. First Nickel follows a rigorous QA/QC protocol on all of its exploration projects. Whole drill core is sampled and sent to a commercial laboratory, SGS Laboratories in Garson, for preparation and specific gravity measurements and shipped internally by SGS to Toronto for assay. A rigorous quality assurance/quality control program is employed which includes the insertion of standards and blanks for each batch of samples. Historical analytical work completed by Falconbridge was completed by a commercial laboratory, Lakefield Laboratories.


LOCKERBY DEPTH ZONE: SUMMARY OF ASSAY RESULTS

Core
From To length Ni Cu Co
Hole ID (m) (m) (m) (%) (%) (%)


FNI6376 216.40 282.35 65.95 2.06 1.40 0.08
incl. 259.60 282.35 22.75 3.89 1.77 0.14
FNI6377 279.10 348.70 69.60 2.35 1.22 0.09
incl. 310.70 338.80 28.10 3.56 1.28 0.13
FNI6378 320.30 335.70 15.40 1.88 0.75 0.09
and 438.55 449.70 11.15 1.21 1.62 0.05
FNI6379 191.35 228.40 37.05 1.15 1.13 0.05
incl. 218.25 224.25 6.00 3.57 1.72 0.14
FNI6380 211.10 272.00 60.90 1.69 1.38 0.07
incl. 253.55 269.50 15.95 3.52 1.92 0.13
FNI6381 249.95 255.35 5.40 3.25 1.82 0.13
FNI6382 297.35 305.40 8.05 1.09 0.92 0.05
FNI6383 329.30 360.20 30.95 1.51 1.37 0.07
FNI6384 234.30 265.80 31.50 1.76 1.09 0.08
incl. 254.40 266.30 11.40 2.45 1.96 0.10


We seek Safe Harbor.

[Maigret]

Wenn du einmal denkst es geht nicht mehr, kommt von ganz bestimmt von irgendwo ein Lichtlein her


--------------------------------------------------------------------------------



First Nickel Reports 475% Increase in Indicated Resources at the Lockerby Mine
TORONTO, ONTARIO -- (MARKET WIRE) -- March 05, 2007 -- First Nickel Inc. (TSX: FNI) is pleased to report an updated mineral resource estimate for its Lockerby Mine in Sudbury.

To December 31, 2006, First Nickel completed 168 holes totaling 28,375 metres and has estimated a NI 43-101 compliant mineral resource that contains Indicated Resources of 1.0 million tonnes grading 2.07% Ni, 1.45% Cu and 0.07% Co, from the 64 to 67 levels, and Inferred Resources of 1.83 million tonnes grading 1.98% Ni, 1.12% Cu and 0.07% Co, from the 67 to 72 levels, at a 1.2% nickel equivalent cut-off grade. Please refer to the attached diagram of the updated mineral resource for the Lockerby Depth Zone that depicts the horizontal widths as measured from the block model using a 1.2% nickel equivalent cut-off grade. This current model does not include any of the recently released drill results on the Lockerby Depth Zone on February 26, 2007. It is anticipated that these results and those of the present drilling will further increase the resource to the 72L when they are incorporated in the next resource estimate.

This upgraded resource estimate equates to the addition of 38 million pounds of contained nickel in the Indicated Resources category on the Lockerby Depth Zone as compared to those previously reported (to NI 43-101 report filed July 2005).

"The Lockerby Mine was acquired because FNI saw the potential to increase the resources. This potential has been realized with an increase of the Indicated Resources by 475% and the Inferred Resources by 105%." states William Anderson, President and CEO. "The Lockerby Mine is currently estimated to contain in excess of 46 million pounds of contained nickel in Indicated Resources, and 80 million pounds contained nickel in Inferred Resources, an inventory level that will allow us to plan the changes to the mine infrastructure that will lead to increased output, better productivity, reduced costs and extend the mine life well into the future."

Based upon this estimate, First Nickel will be undertaking a new life of mine study that will include engineering and economic comparisons of shaft extension options, and mine design. First Nickel anticipates that a majority of the Indicated Resources will be converted to Mineral Reserves resulting in a significant increase in the Mineral Reserves and greatly increasing the life of mine of First Nickel's Lockerby Operations.

Significant potential exists to expand this resource estimate below the 67 Level and drilling is ongoing to define this potential to the 72 Level in the Lockerby Depth Zone. Additional opportunities exist in and around the historic mine workings above the 46 Level where a great deal of effort has been expended entering all of the old diamond drill hole data into a workable digital database to define the areas of opportunity.


The total Indicated Mineral Resource estimate is tabulated as follows:

Classification Tonnes Ni % Cu% Co%
(000's)
Indicated

Depth Zone 1,000 2.07 1.45 0.07

Total Indicated 1,000 2.07 1.45 0.07


Inferred

Depth Zone 1,360 2.02 1.27 0.08

East Zone 470 1.86 0.67 0.04

Total Inferred 1,830 1.98 1.12 0.07

1. 1.2% nickel equivalent (NiEq) cut-off grade used for Lockerby Depth
Resource Estimate (NiEq = Ni grade + (0.32 X Cu grade) + (0.53 X Co
grade));
2. Mineral resources which are not mineral reserves do not have
demonstrated economic viability. The estimate of mineral resources
may be materially affected by environmental, permitting, legal,
taxation, sociopolitical, marketing, or other relevant issues;
3. The quantity and grade of reported inferred resources in this
estimation are conceptual in nature and there has been insufficient
exploration to define these inferred resources as an indicated or
measured mineral resource and it is uncertain if further exploration
will result in upgrading them to an indicated or measured mineral
resource category.


Mineral Resource Estimate
The Mineral Resource model was prepared by the FNI Technical Team. The model and modelling procedures have been reviewed by Scott Wilson Roscoe Postle Associates Inc. (SWRPA), an independent, geological and mining consulting firm. In SWRPA's opinion the Mineral Resource Modeling and the Mineral Resource estimation, conform to NI 43-101 standards. In SWRPA's opinion, the density of drilling and continuity of mineralization is sufficient to classify the estimated resources between the 64 and 67 levels on the Lockerby Depth Zone as Indicated Mineral Resources and between the 67 and 72 Levels on the Lockerby Depth Zone and the Lockerby East Zone as Inferred Mineral Resources. This resource estimate will form a portion of a more comprehensive Technical Report being prepared by SWRPA.

A total 129 drill holes representing 26,677 metres of diamond drill core has been completed within the Lockerby Depth Zone and 92 drill holes representing 14,118 metres of diamond drill core has been completed within the Lockerby East Zone a portion of which were historic drill holes completed by Xstrata Nickel (formerly Falconbridge Limited). A total of 1,758 assay samples were used in the resource estimate for the Lockerby Depth and a total of 709 assay samples for the Lockerby East. The Mineral Resource estimate for the Lockerby Mine was derived from block models created with Datamine(c) software, applying industry standard resource modelling procedures. Grade was interpolated into the blocks using Ordinary Kriging, and results were compared to that derived from Inverse Distance Squared weighting (ID2). Multiple iterations of the model were completed with varying input criteria and compared for accuracy and reproducibility. A cut-off value of 1.2% NiEq was selected as a base case for the Lockerby Mine model.

First Nickel's diamond drill program was carried out under the supervision of First Nickel's Chief Mine Geologist, Stephen Conquer, P.Geo. and First Nickel's Sudbury Exploration Manager, Phil Vicker, P.Geo., "qualified persons" as defined by National Instrument 43-101. The Mineral Resource modelling was carried out under the supervision of First Nickel's Sudbury Exploration Manager, Phil Vicker, PGeo, a "qualified person" as defined by National Instrument 43-101. The independent audit of the Mineral Resource estimate was completed by Richard Routledge, M.Sc. PGeo. Of Scott Wilson Roscoe Postle Associates, a "qualified person" as defined by National Instrument 43-101. The information in this release was prepared under the direction of Paul Davis, PGeo, Vice President of Exploration for First Nickel Inc., a "qualified person" as defined by National Instrument 43-101. First Nickel Inc. follows a rigorous QA/QC protocol on all of its exploration projects.

First Nickel is a Canadian mining and exploration company. Its current activities are primarily focused on the Sudbury Basin in northern Ontario, the location of the company's producing property (the Lockerby Mine) and four of its exploration properties. First Nickel also has two exploration properties in the Timmins region of northern Ontario. First Nickel's shares are traded on the TSX under the symbol FNI.

This news release may contain forward-looking statements, which are subject to certain risks, uncertainties and assumptions. A number of factors could cause actual results to differ materially from the results discussed in such statements, and there is no assurance that actual results will be consistent with them. Such forward-looking statements are made as at the date of this news release, and the company assumes no obligation to update or revise them, either publicly or otherwise, to reflect new events, information or circumstances, except as may be required under applicable securities law.

To view Map please click the following link: http://www.ccnmatthews.com/docs/FNImap.pdf






--------------------------------------------------------------------------------


Contacts:
First Nickel Inc.
W.J. Anderson
President & CEO
[phone]
[phone] (FAX)
Email: [e-mail]
Website: www.firstnickel.com


SOURCE: First Nickel Inc.