Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1179)

[Popeye82]

Antwort auf Beitrag Nr.: 50.084.214 von Boersiback am 30.06.15 19:07:09

Zitat von Boersiback: weisst noch meine zeckenrunde letztes jahr:
North Country, IDM und GIX

IDM >100% aufgrund des dusels einer empfehlung, ansonsten wär ich hier 55% hinten
North Country: verkauf ich vermutlich dann demnächst... 80% auch ein gutes ende
GIX: tut sich nix und 60% hinten

in summe war´s dann doch richtig mit der zeckenrunde

wenn Du das für den "weg" hältst OK
kann man sicher anders sehen


was ist denn mit Explor Resources, Mutiny Gold, Passport Potash und so?


"in summe war´s dann doch richtig mit der zeckenrunde"

halte ich auch für ein bisschen gefährliches fazit
"hey ich hab 1 runde russisch roulette überlebt
suuuper, mach ich gleich noch 5 weitere"
muss nicht -zwiiingend- so sein
aber wenn man, schon, von "zecken" ausgeht ist es im endeffekt so

im übrigen interessant, in dem zusammenhang, dass du dem "markt" gelegentlich lernunfähigkeit vorwirst

[Boersiback]

Antwort auf Beitrag Nr.: 50.083.935 von rolleg am 30.06.15 18:30:40

dank dir... hab erst hier geschaut.


@Popeye

weisst noch meine zeckenrunde letztes jahr:
North Country, IDM und GIX

IDM >100% aufgrund des dusels einer empfehlung, ansonsten wär ich hier 55% hinten
North Country: verkauf ich vermutlich dann demnächst... 80% auch ein gutes ende
GIX: tut sich nix und 60% hinten

in summe war´s dann doch richtig mit der zeckenrunde. dank auch meiner neuen zockermentalität, sonst hätt ich idm zu spät als gurke erkannt (wobei ich sie nicht so furchtbar finde aber es ist einfach zu wenig)

gezockt wird eben alles einmal:
rumble z.b. hab ich trotz dem kurzen hype gehalten und schwups von 100% auf 0 zurück. werd´s mir weiter hinter die ohren schreiben mitzunehmen was geht. unter umständen kann man ja nach dem hype wieder so kaufen wie davor.
ich denke das ist die beste überlebensstrategie alels was kleiner ist und hyped -> gewinne mitnehmen.
in summe auf jahre gesehen ist oder wäre das meiste mal gegangen.

[rolleg]

Antwort auf Beitrag Nr.: 50.045.169 von Boersiback am 24.06.15 22:34:40

Zitat von Boersiback: North Country Gold


1 jahr im depot... erst 50% hinten jetzt 50% vorne... damit muss man eben leben.
aber die klitschen kommen wieder derzeit...

Auryn Resources to Acquire North Country Gold
http://www.aurynresources.com/news/auryn-resources-to-acquir…

[Popeye82]

die "kleine mergerwelle" geht weiter
denke da werden wir noch einiges mehr -mittelklassebereich, aber vor aaallem kleinfirmen- sehen

Western Lithium +Lithium Americas Announce Merger, Consolidating Strategic Lithium Deposits in North +South America
www.lithiumamericas.com/assets/pdfs/WLC_LAC_press_release_20…

"VANCOUVER, BRITISH COLUMBIA and TORONTO, ONTARIO--(Marketwired - June 30, 2015) - Western Lithium USA Corporation ("Western Lithium") (TSX:WLC)(OTCQX:WLCDF) and Lithium Americas Corp. ("Lithium Americas") (TSX:LAC) are pleased to announce that they have entered into an arrangement agreement to combine their respective companies. The transaction is structured as a statutory plan of arrangement under which Western Lithium will acquire all of the outstanding shares of Lithium Americas in an all-stock transaction that values Lithium Americas at approximately C$80 million.


This strategic combination reflects the commitment of both companies to create a leading lithium development company combining expertise, technology, and two significant lithium deposits based in North America and South America. The goal of the merger is to establish market leadership and develop future lithium supply requirements in a disciplined manner to reshape the current fragmented lithium development sector.

"The merged company will hold two of the leading lithium development projects in the world. We believe this combination will also result in better liquidity, market capitalization and funding opportunities," said Western Lithium's CEO, Jay Chmelauskas. "We have been watching the progress of Lithium Americas for several years and believe that it is the right time to combine our efforts and take a leadership role in the sector, with our shared vision and commitment to develop the lithium market in a disciplined manner, and a focus on technical innovation and successful project execution."

The combined entity will control two assets that it views as globally important to support the burgeoning lithium-ion battery market. In addition to geographic diversification, having two development stage assets will enable post-merger Western Lithium to better manage development timelines to match production supply with growing market demand. Lithium Americas has completed a NI 43-101 compliant feasibility study on its Cauchari-Olaroz lithium project in Jujuy, Argentina, in which it is reported that the project hosts approximately 2.7 million tonnes of lithium carbonate equivalent (LCE) at a lithium cut-off grade of 354 milligrams per litre and which contemplates initial commercial production at a rate of 20,000 tonnes per year of LCE. The project is also permitted for construction. In May 2014, Western Lithium published a NI 43-101 compliant pre-feasibility study for the development of its Stage I lithium deposit, which established a proven and probable reserve of 570,000 tonnes of LCE at a lithium cut-off of 0.32%. The study contemplates starting production at normalized yearly rate of 13,000 tonnes of LCE, with an expansion to 26,000 tonnes in year four, and a project life of 20 years. Western Lithium will continue its permitting process in conjunction with its lithium demonstration plant trials. Both Western Lithium and Lithium Americas have been committed to the implementation of innovative lithium extraction technologies, and believe that emerging technologies may represent the optimal development opportunities for their combined lithium assets.

John Kanellitsas, CEO of Lithium Americas, commented, "Manufacturers of lithium-ion batteries are increasingly looking for alternative sources of lithium supply, particularly as they build-out major production facilities. We are creating a combined entity that will pursue innovative process technology with a goal of producing improved lithium products than compared with traditional sources of supply. This transaction is occurring at an important inflection point for the sector, with the strong fundamentals all coming into focus from the continued growth of electrified vehicles, consumer and industrial energy storage, and consumer electronics using lithium-ion batteries."

Tom Hodgson, Executive Chairman of Lithium Americas, commented, "The battery industry is seeking near term production supply, and a long term stable supply chain that assures volume, quality and price. Through this strategic combination, we will become stewards of two major lithium resources in North and South America, and expect to develop these assets using a measured approach, consistent with market demands and technology development."

Transaction Highlights

Key highlights of the combined company include:

Combines two large and geographically diversified lithium projects allows for an orderly development timeline that commences with Western Lithium's Hectatone™ business revenues in 2015, followed by potential revenues from Lithium America's Cauchari-Olaroz project under a contemplated two-year development timeline, and potential revenues from Western Lithium's Kings Valley project under a contemplated four-year development timeline.
Increased market capitalization, with the combined entity having a pro-forma capitalization of over C$150 million, which should enhance trading liquidity and access to capital markets.
Re-affirms commitment to establishing a first mover advantage in alternative processing and purification technologies, consistent with the end market demands and uses of lithium ion batteries.
Creates a combined management team with a strong record of success and complementary skill sets, especially in the areas of project development and funding, and technology development.
Establishes a shared commitment to corporate responsibility and sustainability. Both Western Lithium and Lithium Americas are strongly committed to sustainable practices. The shared values and experience in this area will be a competitive advantage in creating long-term value for shareholders.
Reduces costs associated with general and administrative expenses to the operation of one public company.

Pursuant to the Arrangement Agreement, all of the Lithium Americas issued and outstanding common shares will be exchanged on the basis of one share of Lithium Americas for 0.789 of a common share of Western Lithium (the "Exchange Ratio"). Western Lithium will also settle all of Lithium America's in-the-money options and warrants, as well as certain change of control payments otherwise payable in cash, using the same Exchange Ratio calculation. Upon completion of the transaction, existing Western Lithium shareholders and Lithium Americas security holders will own approximately 50.05% and 49.95% of the combined company, respectively.

Based on the closing price of Western Lithium's common shares on the Toronto Stock Exchange (the "TSX") of C$0.64 on June 29, 2015, the offer implies consideration of C$0.50 per Lithium Americas common share which represents a premium of 36% to the closing price of Lithium Americas common shares of C$0.37 on the TSX on June 29, 2015 and a premium of 58% based on the volume weighted average prices of each respective company on the TSX for the 20-day period ending on June 29, 2015.

Board of Directors and Management

Western Lithium will continue to be led by CEO Jay Chmelauskas. Lithium Americas executives Tom Hodgson, John Kanellitsas and Franco Mignacco will join the Western Lithium Board of Directors. Franco Mignacco will continue in his role as President of Lithium America's subsidiary Minera Exar S.A. and Tom Hodgson and John Kanellitsas have agreed to be engaged as consultants for Western Lithium under a six-month term and become members of a Western Lithium integration team established to execute initiatives related to corporate development, strategy and capital raising. Each of Messrs Hodgson, Kanellitsas and Mignacco have executed agreements by which they have agreed to settle change of control payments for common shares of Western Lithium and to a six-month lock-up on all securities held following the effective date of the merger.

The new Board of Directors will consist of nine members:
John Macken, Co-Chairman
Edward Flood, Co-Chairman
Tom Hodgson
John Kanellitsas
Jay Chmelauskas
William Haldane
Terry Krepiakevich
Matthew Hornor
Franco Mignacco

Business Combination Summary

The proposed business combination will be effected by way of a Plan of Arrangement completed under the Business Corporations Act (Ontario). The transaction will require approval by at least 66 2/3% of the votes cast by the common shareholders (as well as the approval of the holder of sole outstanding special share, voting separately as a class) of Lithium Americas at a special meeting of Lithium Americas shareholders. Geologic Resources Partners LLC and Symatec Inc., a subsidiary of Magna International Inc., as well as executive officers and directors of Lithium Americas, representing an aggregate of over 43% of the Lithium Americas currently outstanding common shares, have entered into voting support agreements, pursuant to which they have agreed, among other things, to vote their common shares held in favor of the business combination. The transaction is also subject to obtaining approval by a simple majority of votes cast by the shareholders of Western Lithium at a special meeting of Western Lithium. Executive officers and directors of Western Lithium, have entered into voting support agreements, pursuant to which they have agreed, among other things, to vote their common shares held in favor of the transaction. In addition to shareholder and court approvals, the transaction is subject to applicable third party and regulatory approvals and the satisfaction of certain other closing conditions customary in transactions of this nature.

The Arrangement Agreement includes customary deal-protection provisions including non-solicitation provisions, a right to match competing offers and a C$3.2 million termination fee payable to by either party under certain circumstances.

The transaction has been approved by the boards of directors of both Western Lithium and Lithium Americas. An independent committee of Lithium Americas' board of directors, as part of the process, engaged Cormark Securities Inc. as its independent financial advisor. The independent committee of Lithium Americas' board of directors, received fairness opinions from each of Deloitte Corporate Finance Inc. and Cormark Securities Inc., that the consideration payable to Lithium Americas' shareholders is fair, from a financial point of view, to the shareholders of Lithium Americas. Dundee Capital Markets has acted as an independent financial advisor to Western Lithium and provided a fairness opinion to the board of directors of Western Lithium.

Timing

Full details of the transaction will be included in the management information circular of Lithium Americas, which is expected to be mailed to Lithium Americas shareholders in late July, 2015 and in the management information circular of Western Lithium, which is expected to be mailed to Western Lithium shareholders in late July 2015. It is anticipated that the special meetings will be held in late August 2015. Closing of the transaction is expected to take place in early September 2015.

Qualified Person

The scientific and technical information regarding Western Lithium contained in this news release has been approved by Dennis Bryan, Western Lithium's Senior Vice President of Development who is a non-independent Qualified Person as defined in National Instrument 43-101 ("NI 43-101").

The scientific and technical information regarding Lithium Americas contained in this news release has been approved by Roger Kelley (Chem.Eng.), who is a Qualified Person as defined in NI 43-101.

About Lithium Americas

Lithium Americas is developing one of the world's largest and lowest cost lithium operations. The company has defined a major lithium brine resource, and a completed definitive feasibility study identified that Lithium Americas' operating cost per tonne of lithium carbonate is expected to be one of the lowest in the industry.

The reserve and resource estimate for the Cauchari-Olaroz Lithium Project is summarized in the tables below for both lithium and potassium. The reserve and resource estimates are expressed relative to a lithium grade cut-off of ≥ 354 milligrams per litre ("mg/L"), which was identified as a brine processing constraint.
Lithium Reserve and Resource Summary as of July 11, 2012
Description mg/L Lithium (tonnes) Lithium Carbonate (tonnes) Brine (m3)
Proven Reserves 679 37,000 197,000 5.50 x 107
Probable Reserves 665 477,000 2,517,000 7.16 x 108
Updated Measured Resource 630 576,000 3,039,000 9.14 x 108
Updated Indicated Resource 570 1,650,000 8,713,000 2.89 x 109
Potassium Reserve and Resource Summary
Description mg/L Potassium (tonnes) Potash (tonnes) Brine (m3)
Proven Reserves 5,483 302,000 576,000 5.50 x 107
Probable Reserves 5,395 3,863,000 7,378,000 7.16 x 108
Updated Measured Resource 5,156 4,714,000 9,003,000 9.14 x 108
Updated Indicated Resource 4,753 13,755,000 26,271,000 2.89 x 109

For further information about the Cauchari-Olaroz Project, including a description of the reserves thereunder and applicable data verification matters, please refer to the NI 43-101 technical report of Lithium Americas dated July 11, 2012 and entitled "Feasibility Study – Reserve Estimation and Lithium Carbonate and Potash Production at the Cauchari-Olaroz Salars, Jujuy Province, Argentina", available on SEDAR under the profile of Lithium Americas.

About Western Lithium

Western Lithium is developing its Kings Valley, Nevada, lithium deposit into a strategic, scalable and reliable source of high quality lithium products. The Company is positioning itself as a major U.S.-based supplier to support the rising global demand for lithium that is expected from the increased use of hybrid/electric vehicles, consumer electronics, and consumer and industrial lithium battery storage applications. In addition, Western Lithium is pursuing the opportunity to be a supplier of specialty drilling additive, Hectatone™ and potentially other organoclays for the oil and gas and other industries.

The following reserve estimates for Kings Valley project are effective as of December 14, 2011:

Mineral Reserve for 13,000 tpa

Proven Ore Tonnes (000's) 12,153
Proven Average %Li 0.405 Proven Tonnes (000's) LCE 262
Proven Average %K 3.83 Proven Tonnes (000's) K 465
Proven Average %Na 1.46 Proven Tonnes (000's) Na 177
Probable Ore Tonnes (000's) 1,796
Probable Average %Li 0.396 Probable Tonnes (000's) LCE 38
Probable Average %K 3.77 Probable Tonnes (000's) K 68
Probable Average %Na 1.45 Probable Tonnes (000's) Na 26

Proven+Probable Ore Tonnes (000's) 13,949
Proven+Probable Average %Li 0.404 Proven+Probable Tonnes (000's) LCE 300
Proven+Probable Average %K 3.82 Proven+Probable Tonnes (000's) K 533
Proven+Probable Average %Na 1.46 Proven+Probable Tonnes (000's) Na 203
Mineral Reserve for expansion to 26,000 tpa

Proven Ore Tonnes (000's) 14,937
Proven Average %Li 0.400 Proven Tonnes (000's) LCE 318
Proven Average %K 3.85 Proven Tonnes (000's) K 575
Proven Average %Na 1.37 Proven Tonnes (000's) Na 204
Probable Ore Tonnes (000's) 12,198
Probable Average %Li 0.388 Probable Tonnes (000's) LCE 252
Probable Average %K 3.93 Probable Tonnes (000's) K 479
Probable Average %Na 1.36 Probable Tonnes (000's) Na 165
Proven+Probable Ore Tonnes (000's) 27,135
Proven+Probable Average %Li 0.395 Proven+Probable Tonnes (000's) LCE 570
Proven+Probable Average %K 3.88 Proven+Probable Tonnes (000's) K 1054
Proven+Probable Average %Na 1.36 Proven+Probable Tonnes (000's) Na 369
Note:
(1) Ore tonnes and grade will not match exactly with detailed schedule because variable cutoffs were used during the first few years of operation. For further information see the Amended and Restated Technical Report.
(2) Summary of Dry Ore Tonnes for Proven + Probable.
(3) Cutoff = 0.320 %Li.
(4) 95% Mine Recovery Factor Applied.

For further information about the Kings Valley project and the reserves thereunder, please refer to the NI 43-101 technical report of Western Lithium dated May 9, 2014 and entitled "Updated NI 43-101 Technical Report on the Kings Valley Property, Humboldt County, Nevada", available on SEDAR under the profile of Western Lithium. "

[tgfn]

Antwort auf Beitrag Nr.: 50.075.958 von Szween am 29.06.15 19:30:04

Hi Szween,

kurze Frage:
warum nimmt man Pilot Gold und nicht Nevada Sunrise?
Hab nur kurz bei Yahoo geschaut, bin also nicht voll informiert.
Nevada Sunrise hat an Kinsley Mountain ne 21% Beteiligung.
Market Cap Pilot: ca. 66 Mio
Market Cap Nevada: ca. 5 Mio
wie gesagt, bin nicht informiert, hab nur kurz bei yahoo geschaut, weiß nix über irgendwelche options oder sonstiges.
Rein von der Market Cap wär doch Nevada eindeutig das bessere Geschäft, oder überseh ich da was?

@boersiback: mit reelles meinte ich B2gold, sonst weiß ich auch nix zur Zeit
weil ja grad Graphen Hype ist: müßte cobalt nicht auch irgendwann mal hypen
( Batterien und soweiter)?

[Boersiback]

Antwort auf Beitrag Nr.: 50.077.443 von tgfn am 29.06.15 23:46:29

naja vom umfeld her würde vieles für einen crash sprechen.
im übrigen waren die bewertungen teils am neuen markt gar nicht mal so hoch.
20-50er kgv´s... es wurden dann nur 200er kgv´s weil die gewinne einbrachen.
ein paar werte hatten schon 100er kgv´s und mehr. die stars eben
da ist Netflix voll dabei

die .coms waren auch nur noch der rest vom ganzen. es ist schon eine tech-bubble 2.0 wie von manchen bezeichnet. auf lange sicht gehts down, auch klar.
das momentum ist halt futsch. kann sein es crasht. kann sein es fängt sich. von hier an ist auf lange sicht (10 jahre) mit aktien nix zu machen. mehr als ein letztes aufbäumen seh ich nicht mehr (bzgl indizes)

Da brauch ich auch mal was reelles.

woran denkst du da ? mit fällt leider nix ein.
ich bin weiterhin auf der high-risk-schiene. an so tagen wie heute muss ich auch wieder nachdenken. allein 3.000 euro wegen dem starken euro im eimer. das gleiche nochmals wegen den schwachen börsen einschl. miner.
naja will nicht klagen. nach langer zeit mal in die fresse. aber ein echter black monday.

also bzgl. euro dachte ich schon eher dass er heute fällt. aber logischer fand ich es dass er stieg. für mich ist der euro wertvoller wenn die griechen weg sind. logisch eigentlich.
ich hab ohnehin den eindruck dass derzeit eher "realistisch" getradet wird. soweit man das sagen kann. es kommt wieder eher hin wenn man der logik folgt und nicht was deren psychologie wohl wieder dreht (war mal anders). das hat echt richtig hand und fuss seit einigen wochen

[tgfn]

Antwort auf Beitrag Nr.: 50.077.350 von Boersiback am 29.06.15 23:16:48

Irgendein schlauer analyst wird schon noch kommen und erklären, dass der Markt das 3. paket schon eingepreist hatte, und, das nun ausfällt, der euro deshalb gestärkt wird, oder so ähnlich
Mit den 50-100% wär ich hoch zufrieden, wie du sagst"Sicherheit"
Ich hab meine rote linie an risikowerten fast überschritten, da geht glaub nix mehr
Da brauch ich auch mal was reelles.

Bei china fällt mir noch ein: wenn die crashen, sollte man schauen, ob's wie beim Neuen Markt damals dann erst richtig los geht.
Erinnert mich stark daran:
Laufend überzeichnete ipos, leite reden nur noch über aktien, alles locker machen um irgen nen scheiss zu kaufen, in fast jeder Kneipe wurde mehr über aktien ala Fussballgeredet
Bei uns war damals ein Handwerker der wollte mit seinen em-tv seine rente finanzieren
Jetzt arbeitet er halt immer noch

[Boersiback]

naja verwundert hat es mich nicht bzgl euro (erwartet hab ich es auch nicht, aber irgendwie hab ich gar nichts erwartet ausser vola heute)

man darf nicht vergessen dass die EZB auch griechische anleihen kauft und das würde wegfallen !
kein rettungseuro ging mehr nach griechenland. griechanland´s BIP ist so groß wie das von hessen. also für die stärke der eurozone irrelevant weitgehend (ok nur aufs BIP bezogen mal !)
also stärkt es den euro wenn die griechen rausfliegen... eigentlich logisch. auch wenns früher mal ein grund für euroschwöche war... jtzt wird ja immer gesagt man wäre besser aufgestellt als 2008.

von daher... durchaus nicht undenkbar gewesen dass es so kommt.
ich würd da auch die finger lassen. man müßte wirklich den ganzen tag nichts anderes tun. dann vielleicht.

im übrigen ist der euro doch gefallen heute --->

http://www.kitco.com/news/2015-06-29/Too-Many-Bears-in-The-W…

"Gold quoted in Euros did see much better price gains Monday"
"and as the day unfolded and the dollar became very expensive"

was labert der ???????
vermutlich besoffen

[tgfn]

Antwort auf Beitrag Nr.: 50.077.275 von tgfn am 29.06.15 23:02:12

Rein in toronto
Sorry typos, scheiss iphone

[tgfn]

Antwort auf Beitrag Nr.: 50.075.745 von Boersiback am 29.06.15 19:02:01

Auf jeden fall weiss ich jetzt, dass ich für alle Zeiten die Finger vom Devisenmarkt lassen werde, hätt ich nie umd nimmer für Möglich gehalten, dass der€ heut positiv bleibt.
Zu skeena: ist mir aufgefallen, wei irgend so ein guru nix über den wert wusste, aber erkennbaren respekt von deren chairman hat. Muss so me art prospektor guru sein. Gebiet liegt im "golden Triangle" in Britisch Columbia, wo' s scon grosse Finde gegeben hat. Wermutstropfen ist eine anhängige Klage gegen einen partner.
Heute ist die Genehmiging für 3 jähriges bohren gekommen.
Letztes pp war überzeichnet.
Ganz interessant, mal fast von anfang dabei zu sein.
Kann man nur was dabei lernen.
Bin heute mit ganz kleiner Position rein
Casino halt