Think big - think ZINC! Trevali Resources Produzent in 6 Monaten (Seite 398)
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Antwort auf Beitrag Nr.: 33.816.146 von silbernd am 05.04.08 10:56:225mio Tonnen aus den Tailings und 10mio Tonnen sollen aus den 3 Erzkörpern noch dazukommen. Das ist eine klare Übernahme oder eine Milliardendollarfirma.
Neono
Neono
Antwort auf Beitrag Nr.: 33.816.096 von Neono am 05.04.08 10:44:27interessaner Artikel - in der Gegend um die Santander-Mine wird sich sicherlich der ein oder andere producer schon seine Gedanken gemacht haben...... zumal Trevali nicht nur eine komplette Mine (mit allem was dazu gehört) hat, sondern neben den Möglichkeiten einer enormen Ressourcenerweiterung auch eine eigene Stromversorgung.
Um diese Firma dürfte es noch sehr spannend werden!
Um diese Firma dürfte es noch sehr spannend werden!
http://www.theglobeandmail.com/servlet/story/LAC.20080404.RP…
[/url]
DAVID PARKINSON
dparkinson@globeandmail.com
April 4, 2008
Investors in the mining sector may have been too busy salivating to notice, but metal commodity prices haven't been the only thing going through the roof. The costs of developing new mines have also been soaring - and that could foreshadow a new round of takeovers in the sector, analysts at RBC Dominion Securities Inc. said yesterday.
The investment bank's mining group issued a report showing that in the past year and a half, capital cost estimates for major mining projects under development have surged by an average annualized rate of more than 56 per cent.
Much like Canada's oil sands companies (which are, for the most part, essentially developing mining projects), mine developers are being hammered by surging labour costs amid acute shortages of skilled workers, as well as sharp increases in costs for materials. Costs for steel and cement have risen by as much as 40 per cent annually over the past two years, the report said.
One of the most glaring examples of these runaway costs is right here in Canada. The estimated capital budget for the Galore Creek copper/gold project in British Columbia has jumped from $1.1-billion in the fall of 2005 to a whopping $5-billion today - prompting the project's owners, Teck Cominco Ltd. and NovaGold Resources Inc., to put the project on hold while they seriously rethink the whole thing.
But the cost increases are hardly unique to that project or even this country. New mine developments in such far-flung places as Alaska, Australia, Panama, Romania, Russia and Papua New Guinea have seen project cost estimates soar over the past year, in many cases doubling or even more.
"We do not believe an end is in sight," the RBC analysts said.
This is creating a very risky and expensive environment for embarking on new mining projects - and this, the analysts believe, is creating the impetus for takeovers.
The pieces of the argument fit together nicely. Mining companies, especially big senior names, are kicking off cash like never before, thanks to record commodity prices. Cash flow at such mining giants as BHP Billiton Ltd., Barrick Gold Corp. and Xstrata PLC have more than tripled in the past three years.
But these seniors have the same problem they have always had: They have mature mines whose resources are dwindling yearly, and to keep their businesses growing, they have to find ways to replace those depleted reserves and then some.
Developing new mines is all fine and good, but why bother when development costs are skyrocketing? Why not put all that loose cash to work buying existing assets that are already late in the development process? You've got the cash to pay for it, the risk is reduced, and the reward can be realized much sooner.
"Companies looking to expand production, or replace a declining production profile, may be better off acquiring companies with one or more late-stage development projects, rather than funding existing early-stage projects all the way through development," the analysts wrote.
"The most likely targets for M&A in the short term will likely be companies with established production and/or reasonably near-term growth certainty," they said.
On the top of that list is Kinross Gold Corp., which has a couple of projects (Kupol in Russia and Paracatu in Brazil) slated for completion this year. With a market cap of $14-billion, Kinross would probably be a mouthful for all but the biggest of mining companies. But the RBC analysts also mention some smaller names that fit the mould - including Centerra Gold Inc. and Eldorado Gold Corp.
Even if these companies don't get taken out, they could still offer nice near-term growth with relatively low development risk. Other stocks fitting this description include Agnico-Eagle Mines Ltd, Jaguar Mining Inc., Anatolia Minerals Development Ltd.and European Goldfields Ltd., the analysts said.
On the other hand, RBC cautioned investors to be wary of capital-intensive projects that are years away from completion.
That flashes a yellow light over Barrick. The gold mining giant has three such projects that fit this risky profile: Donlin Creek in Alaska, Pueblo Viejo in the Dominican Republic and Pascua Lama in Argentina/Chile.
"We feel such long-lead-time projects are unlikely to be sought after until permitting and timelines are better delineated," they said.
The rising price of mine projects
A sampling of capital cost increases at major mining projects
Project
Location
Ownership
Capital expenditures ($million): Original
Capital expenditures ($million): Revised
Galore Creek
B.C.
Teck 50%, NovaGold 50%
$1,102 (Oct. '05)
$5,000 (Oct. '07)
(copper/gold)
Boddington
Australia
Newmont 66.7%, AngloGold 33.3%
$1,500 (Dec. '05)
$4,500 (Feb. '08)
(gold/copper)
Donlin Creek
Alaska
Barrick 50%, NovaGold 50%
$2,130 (Sept. '06)
$3,900 (Nov. '07)
(gold)
Petaquilla
Panama
Inmet 48%, Petaquilla 52%
$1,708 (Jan. '07)
$3,500 (Feb. '08)
(copper)
(Teck Cominco option for 26%)
Rosia Montana
Romania
Gabriel Resources 80%, Minvest 20%
$638 (March '06)
$1,000* (Dec. '07)
(gold/silver)
*RBC estimate
SOURCE: RBC DOMINION SECURITIES
Neono
[/url]
DAVID PARKINSON
dparkinson@globeandmail.com
April 4, 2008
Investors in the mining sector may have been too busy salivating to notice, but metal commodity prices haven't been the only thing going through the roof. The costs of developing new mines have also been soaring - and that could foreshadow a new round of takeovers in the sector, analysts at RBC Dominion Securities Inc. said yesterday.
The investment bank's mining group issued a report showing that in the past year and a half, capital cost estimates for major mining projects under development have surged by an average annualized rate of more than 56 per cent.
Much like Canada's oil sands companies (which are, for the most part, essentially developing mining projects), mine developers are being hammered by surging labour costs amid acute shortages of skilled workers, as well as sharp increases in costs for materials. Costs for steel and cement have risen by as much as 40 per cent annually over the past two years, the report said.
One of the most glaring examples of these runaway costs is right here in Canada. The estimated capital budget for the Galore Creek copper/gold project in British Columbia has jumped from $1.1-billion in the fall of 2005 to a whopping $5-billion today - prompting the project's owners, Teck Cominco Ltd. and NovaGold Resources Inc., to put the project on hold while they seriously rethink the whole thing.
But the cost increases are hardly unique to that project or even this country. New mine developments in such far-flung places as Alaska, Australia, Panama, Romania, Russia and Papua New Guinea have seen project cost estimates soar over the past year, in many cases doubling or even more.
"We do not believe an end is in sight," the RBC analysts said.
This is creating a very risky and expensive environment for embarking on new mining projects - and this, the analysts believe, is creating the impetus for takeovers.
The pieces of the argument fit together nicely. Mining companies, especially big senior names, are kicking off cash like never before, thanks to record commodity prices. Cash flow at such mining giants as BHP Billiton Ltd., Barrick Gold Corp. and Xstrata PLC have more than tripled in the past three years.
But these seniors have the same problem they have always had: They have mature mines whose resources are dwindling yearly, and to keep their businesses growing, they have to find ways to replace those depleted reserves and then some.
Developing new mines is all fine and good, but why bother when development costs are skyrocketing? Why not put all that loose cash to work buying existing assets that are already late in the development process? You've got the cash to pay for it, the risk is reduced, and the reward can be realized much sooner.
"Companies looking to expand production, or replace a declining production profile, may be better off acquiring companies with one or more late-stage development projects, rather than funding existing early-stage projects all the way through development," the analysts wrote.
"The most likely targets for M&A in the short term will likely be companies with established production and/or reasonably near-term growth certainty," they said.
On the top of that list is Kinross Gold Corp., which has a couple of projects (Kupol in Russia and Paracatu in Brazil) slated for completion this year. With a market cap of $14-billion, Kinross would probably be a mouthful for all but the biggest of mining companies. But the RBC analysts also mention some smaller names that fit the mould - including Centerra Gold Inc. and Eldorado Gold Corp.
Even if these companies don't get taken out, they could still offer nice near-term growth with relatively low development risk. Other stocks fitting this description include Agnico-Eagle Mines Ltd, Jaguar Mining Inc., Anatolia Minerals Development Ltd.and European Goldfields Ltd., the analysts said.
On the other hand, RBC cautioned investors to be wary of capital-intensive projects that are years away from completion.
That flashes a yellow light over Barrick. The gold mining giant has three such projects that fit this risky profile: Donlin Creek in Alaska, Pueblo Viejo in the Dominican Republic and Pascua Lama in Argentina/Chile.
"We feel such long-lead-time projects are unlikely to be sought after until permitting and timelines are better delineated," they said.
The rising price of mine projects
A sampling of capital cost increases at major mining projects
Project
Location
Ownership
Capital expenditures ($million): Original
Capital expenditures ($million): Revised
Galore Creek
B.C.
Teck 50%, NovaGold 50%
$1,102 (Oct. '05)
$5,000 (Oct. '07)
(copper/gold)
Boddington
Australia
Newmont 66.7%, AngloGold 33.3%
$1,500 (Dec. '05)
$4,500 (Feb. '08)
(gold/copper)
Donlin Creek
Alaska
Barrick 50%, NovaGold 50%
$2,130 (Sept. '06)
$3,900 (Nov. '07)
(gold)
Petaquilla
Panama
Inmet 48%, Petaquilla 52%
$1,708 (Jan. '07)
$3,500 (Feb. '08)
(copper)
(Teck Cominco option for 26%)
Rosia Montana
Romania
Gabriel Resources 80%, Minvest 20%
$638 (March '06)
$1,000* (Dec. '07)
(gold/silver)
*RBC estimate
SOURCE: RBC DOMINION SECURITIES
Neono
[urlEchte Reformen bei den Aufsichstbehörden
]http://www.goldseiten.de/content/diverses/artikel.php?storyid=6924&seite=0[/url]
...
...
...
Die sich potentiell entwickelnde Silberknappheit droht den Silbermarkt in ungeahnte Höhen zu katapultieren, womit die Manipulation für jeden offensichtlich wird, ob nun die Behörden etwas dagegen tun oder nicht. Aber wenn die Behörden, in Anbetracht der drohenden Explosion, jetzt nicht über ihren Schatten springen, dann werden sie den Rest ihres Lebens in Schande zubringen.
© Theodore Butler
]http://www.goldseiten.de/content/diverses/artikel.php?storyid=6924&seite=0[/url]
...
...
...
Die sich potentiell entwickelnde Silberknappheit droht den Silbermarkt in ungeahnte Höhen zu katapultieren, womit die Manipulation für jeden offensichtlich wird, ob nun die Behörden etwas dagegen tun oder nicht. Aber wenn die Behörden, in Anbetracht der drohenden Explosion, jetzt nicht über ihren Schatten springen, dann werden sie den Rest ihres Lebens in Schande zubringen.
© Theodore Butler
Trading Spotlight
Antwort auf Beitrag Nr.: 33.800.066 von Neono am 03.04.08 15:52:36.
Und sagt mir hinterher keiner, er habe es nicht gewusst
oder
"es gab keine Stücke mehr zu akzeptablen Preisen":
Price delayed at least 15 minutes.
# Buy Orders Bid Size Bid Price Ask Price Ask Size # Sell Orders
1 5,000 2.13 2.24 2,500 1
1 5,000 2.10 2.25 6,600 2
1 15,000 2.07 2.27 5,000 1
1 10,000 2.04 2.30 3,000 1
1 10,000 1.92 2.35 8,500 2
.
Und sagt mir hinterher keiner, er habe es nicht gewusst
oder
"es gab keine Stücke mehr zu akzeptablen Preisen":
Price delayed at least 15 minutes.
# Buy Orders Bid Size Bid Price Ask Price Ask Size # Sell Orders
1 5,000 2.13 2.24 2,500 1
1 5,000 2.10 2.25 6,600 2
1 15,000 2.07 2.27 5,000 1
1 10,000 2.04 2.30 3,000 1
1 10,000 1.92 2.35 8,500 2
.
Antwort auf Beitrag Nr.: 33.800.066 von Neono am 03.04.08 15:52:36
Antwort auf Beitrag Nr.: 33.800.638 von to_siam am 03.04.08 16:31:07aktuell 2,25 - unverändert - Vol.17,0k
Bid:
1 5,000 2.10
1 15,000 2.07
1 10,000 2.04
1 10,000 1.92
1 4,000 1.90
Ask:
2.25 6,600 2
2.30 3,000 1
2.35 8,500 2
2.40 5,000 1
2.50 3,300 1
Bid:
1 5,000 2.10
1 15,000 2.07
1 10,000 2.04
1 10,000 1.92
1 4,000 1.90
Ask:
2.25 6,600 2
2.30 3,000 1
2.35 8,500 2
2.40 5,000 1
2.50 3,300 1
Antwort auf Beitrag Nr.: 33.800.638 von to_siam am 03.04.08 16:31:0709:59:36 8400 2.25 + CNQ 007/033
09:59:36 600 2.25 + CNQ 007/002
09:59:36 6000 2.24 + CNQ 007/033
09:59:33 2000 2.23 + CNQ 007/007
2,10 5000
2,07 15000
2,04 10000
2,25 6600
2,30 3000
2,35 8500
Spätestens mit dem Lima-Listing ist es vorbei mit der ruhe. Ihr habt 4 Monate Zeit einzusammeln
Neono
09:59:36 600 2.25 + CNQ 007/002
09:59:36 6000 2.24 + CNQ 007/033
09:59:33 2000 2.23 + CNQ 007/007
2,10 5000
2,07 15000
2,04 10000
2,25 6600
2,30 3000
2,35 8500
Spätestens mit dem Lima-Listing ist es vorbei mit der ruhe. Ihr habt 4 Monate Zeit einzusammeln
Neono
Kann eigentlich einer von Euch sehen, wie der "ZINC"er heute gehandelt wird?
Besten Dank i.v.!
Besten Dank i.v.!
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