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Antwort auf Beitrag Nr.: 44.156.053 von Opla am 19.02.13 07:22:05John Gingerich, President & CEO, commented:
"As we have seen recently, there is a renewed sensitivity in the market to project CAPEX and execution. In response to this, AEI has engaged Logistec to determine the most efficient way to reduce CAPEX and project risk as it relates to the Roche Bay port facilities.
Na, das ist ja schön dass der CEO das auch merkt, und versucht die Capex zu drücken ... Warum nicht früher?
"As we have seen recently, there is a renewed sensitivity in the market to project CAPEX and execution. In response to this, AEI has engaged Logistec to determine the most efficient way to reduce CAPEX and project risk as it relates to the Roche Bay port facilities.
Na, das ist ja schön dass der CEO das auch merkt, und versucht die Capex zu drücken ... Warum nicht früher?
Eisenerz
62%-Fe wird aktuell zu 157 $/t gehandelt. Wichtig dabei ist auch, dass der Preisanstieg vom steigenden Stahlpreis (+3,1%) unterstützt wird. Das sieht doch gut aus für Fe-Aktien, die gewisse Qualitätsmerkmale aufweisen:
62%-Fe wird aktuell zu 157 $/t gehandelt. Wichtig dabei ist auch, dass der Preisanstieg vom steigenden Stahlpreis (+3,1%) unterstützt wird. Das sieht doch gut aus für Fe-Aktien, die gewisse Qualitätsmerkmale aufweisen:
Advanced Explorations Signs MOU with Logistec Stevedoring Inc.
02/18/2013 09:51 PM ET
TORONTO, ONTARIO, Feb 18, 2013 (MARKETWIRE via COMTEX News Network) -- Advanced Explorations Inc. (TSX VENTURE: AXI)(FRANKFURT: AE6) (the
"Company" or "AEI") today announced that it has signed a Memorandum
of Understanding (MOU) with Logistec Stevedoring Inc. ("Logistec")
for the further development of AEI's shipping concept, terminal, and
marine services. Logistec and AEI will work jointly on the
development and operation of the terminal facility with its related
infrastructure servicing the Roche Bay Project.
Logistec provides over 6 decades of stevedoring and terminal
operations at its facilities located in 24 ports in North America. In
addition to several other successful projects, Logistec provided
marine and shipping support to Baffinland Iron Mines Corporation
during the bulk sampling program in 2008. The direct Arctic
experience and proven operational expertise in the region make
Logistec the partner of choice for AEI as it relates to formulating a
proper solution for the Roche Bay port facility and putting in place
cost efficient operations.
The MOU also provides that AEI and Logistec will join efforts to
explore financial models and structures with respect to the Roche Bay
port facility as well as the shipping and terminal assets with a view
that such financial models and structures could be self financing,
thereby lowering the capital expenditures necessary to get the Roche
Bay Project into production. This agreement with Logistec strengthens
the Roche Bay development team with respect to a key component and
will materially de-risk the Project, leveraging Logistec's expertise
in Nunavut, combined with a current and relevant operational
understanding of shipping in the region.
The Roche Bay port and shipping concept is an essential key parameter
for the success of the Roche Bay Project. Accordingly, Logistec
provides the experience and efficiency needed to create a sustainable
and scalable port facility to service future potential development at
Roche Bay, Tuktu, and other developments on the Melville Peninsula.
Going forward, this port is going to be an important strategic asset
for AEI, Logistec, and the Government of Nunavut.
The unique coastal location of the Roche Bay project eliminates the
need for transportation infrastructure such as railroads. This
substantial location advantage at Roche Bay has recently been further
highlighted by the railroad uncertainty that has affected the
potential iron ore developments located in the Labrador Trough. Rail
is a key infrastructure bottleneck and places considerable risk and
uncertainty as to when and if these rail-dependant projects can move
forward. AEI's advancement of its port infrastructure and lack of
onerous rail requirements puts AEI in a positive light relative to
these other projects.
John Gingerich, President & CEO, commented:
"As we have seen recently, there is a renewed sensitivity in the
market to project CAPEX and execution. In response to this, AEI has
engaged Logistec to determine the most efficient way to reduce CAPEX
and project risk as it relates to the Roche Bay port facilities. By
utilizing a joint venture structure, AEI is able to bring Logistec on
as a partner that has both the expertise and experience as a cargo
handling solution provider in the Far North, and AEI can focus on its
mining and exploration activities. Both AEI and Logistec feel that
this is an immensely beneficial relationship going forward."
ON BEHALF OF THE BOARD
John Gingerich, President & Chief Executive Officer
ABOUT Advanced Explorations Inc.
Advanced Explorations Inc., based in Toronto, Ontario, is a resource
development company focused on developing its Roche Bay and Tuktu
Iron Ore Projects in one of the world's largest developing iron ore
districts, the Melville Peninsula in Nunavut. The Ocean-based Roche
Bay Project boasts an NI 43-101 compliant resource estimate of over
500 million tonnes outlined within a small portion of the potential
140 km of banded iron formation. A positive feasibility study for the
project's C Zone revealed a net present value of $642M on a base case
5.5 Mtpa start-up concentrate operation and substantial upside
potential including becoming a low quartile cost producer. To date,
the Company has delineated over 1 billion tonnes of iron under NI
43-101 among its Roche Bay and Tuktu deposits and continues to
explore other targeted deposits in areas to the north, south and west
of Roche Bay. The management team has extensive technical,
exploration and Canadian Arctic mining expertise to effectively
develop the high quality iron ore opportunities on the Melville
Peninsula.
This news release also includes forward-looking statements that
involve a number of risks and uncertainties. The information reflects
numerous assumptions as to industry performance, general business and
economic conditions, regulatory and legal requirements, taxes and
other matters, many of which are beyond the control of the company.
Similarly, this information assumes certain future business decisions
that are subject to change. There can be no assurance that the
results predicted here will be realized. Actual results may vary from
those represented, and those variations may be material.
This news release does not constitute an offer to sell or a
solicitation of an offer to sell any securities in the United States.
The securities have not been and will not be registered under the
United States Securities Act of 1933, as amended (the "U.S.
Securities Act") or any state securities laws and may not be offered
or sold within the United States or to U.S. Persons unless registered
under the U.S. Securities Act and applicable state securities laws or
an exemption from such registration is available.
NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER
(AS THAT TERM IS DEFINED WITHIN THE POLICIES OF THE TSX VENTURE
EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS
RELEASE.
Contacts:Advanced Explorations Inc.(416) 203-0057 x320
SOURCE: Advanced Explorations Inc.
Copyright 2013 Marketwire, Inc., All rights reserved.
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
02/18/2013 09:51 PM ET
TORONTO, ONTARIO, Feb 18, 2013 (MARKETWIRE via COMTEX News Network) -- Advanced Explorations Inc. (TSX VENTURE: AXI)(FRANKFURT: AE6) (the
"Company" or "AEI") today announced that it has signed a Memorandum
of Understanding (MOU) with Logistec Stevedoring Inc. ("Logistec")
for the further development of AEI's shipping concept, terminal, and
marine services. Logistec and AEI will work jointly on the
development and operation of the terminal facility with its related
infrastructure servicing the Roche Bay Project.
Logistec provides over 6 decades of stevedoring and terminal
operations at its facilities located in 24 ports in North America. In
addition to several other successful projects, Logistec provided
marine and shipping support to Baffinland Iron Mines Corporation
during the bulk sampling program in 2008. The direct Arctic
experience and proven operational expertise in the region make
Logistec the partner of choice for AEI as it relates to formulating a
proper solution for the Roche Bay port facility and putting in place
cost efficient operations.
The MOU also provides that AEI and Logistec will join efforts to
explore financial models and structures with respect to the Roche Bay
port facility as well as the shipping and terminal assets with a view
that such financial models and structures could be self financing,
thereby lowering the capital expenditures necessary to get the Roche
Bay Project into production. This agreement with Logistec strengthens
the Roche Bay development team with respect to a key component and
will materially de-risk the Project, leveraging Logistec's expertise
in Nunavut, combined with a current and relevant operational
understanding of shipping in the region.
The Roche Bay port and shipping concept is an essential key parameter
for the success of the Roche Bay Project. Accordingly, Logistec
provides the experience and efficiency needed to create a sustainable
and scalable port facility to service future potential development at
Roche Bay, Tuktu, and other developments on the Melville Peninsula.
Going forward, this port is going to be an important strategic asset
for AEI, Logistec, and the Government of Nunavut.
The unique coastal location of the Roche Bay project eliminates the
need for transportation infrastructure such as railroads. This
substantial location advantage at Roche Bay has recently been further
highlighted by the railroad uncertainty that has affected the
potential iron ore developments located in the Labrador Trough. Rail
is a key infrastructure bottleneck and places considerable risk and
uncertainty as to when and if these rail-dependant projects can move
forward. AEI's advancement of its port infrastructure and lack of
onerous rail requirements puts AEI in a positive light relative to
these other projects.
John Gingerich, President & CEO, commented:
"As we have seen recently, there is a renewed sensitivity in the
market to project CAPEX and execution. In response to this, AEI has
engaged Logistec to determine the most efficient way to reduce CAPEX
and project risk as it relates to the Roche Bay port facilities. By
utilizing a joint venture structure, AEI is able to bring Logistec on
as a partner that has both the expertise and experience as a cargo
handling solution provider in the Far North, and AEI can focus on its
mining and exploration activities. Both AEI and Logistec feel that
this is an immensely beneficial relationship going forward."
ON BEHALF OF THE BOARD
John Gingerich, President & Chief Executive Officer
ABOUT Advanced Explorations Inc.
Advanced Explorations Inc., based in Toronto, Ontario, is a resource
development company focused on developing its Roche Bay and Tuktu
Iron Ore Projects in one of the world's largest developing iron ore
districts, the Melville Peninsula in Nunavut. The Ocean-based Roche
Bay Project boasts an NI 43-101 compliant resource estimate of over
500 million tonnes outlined within a small portion of the potential
140 km of banded iron formation. A positive feasibility study for the
project's C Zone revealed a net present value of $642M on a base case
5.5 Mtpa start-up concentrate operation and substantial upside
potential including becoming a low quartile cost producer. To date,
the Company has delineated over 1 billion tonnes of iron under NI
43-101 among its Roche Bay and Tuktu deposits and continues to
explore other targeted deposits in areas to the north, south and west
of Roche Bay. The management team has extensive technical,
exploration and Canadian Arctic mining expertise to effectively
develop the high quality iron ore opportunities on the Melville
Peninsula.
This news release also includes forward-looking statements that
involve a number of risks and uncertainties. The information reflects
numerous assumptions as to industry performance, general business and
economic conditions, regulatory and legal requirements, taxes and
other matters, many of which are beyond the control of the company.
Similarly, this information assumes certain future business decisions
that are subject to change. There can be no assurance that the
results predicted here will be realized. Actual results may vary from
those represented, and those variations may be material.
This news release does not constitute an offer to sell or a
solicitation of an offer to sell any securities in the United States.
The securities have not been and will not be registered under the
United States Securities Act of 1933, as amended (the "U.S.
Securities Act") or any state securities laws and may not be offered
or sold within the United States or to U.S. Persons unless registered
under the U.S. Securities Act and applicable state securities laws or
an exemption from such registration is available.
NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER
(AS THAT TERM IS DEFINED WITHIN THE POLICIES OF THE TSX VENTURE
EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS
RELEASE.
Contacts:Advanced Explorations Inc.(416) 203-0057 x320
SOURCE: Advanced Explorations Inc.
Copyright 2013 Marketwire, Inc., All rights reserved.
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Antwort auf Beitrag Nr.: 44.155.586 von Kongo-Otto am 18.02.13 21:58:41Sehr interessant, Danke.
Passt auch gut:
http://www.smallcappower.com/experts/posts/rick-rule-exclusi…
Passt auch gut:
http://www.smallcappower.com/experts/posts/rick-rule-exclusi…
recht interessantes Interview zum Thema
• Explorer-Markt
• TSX/TSX-V
• was sich in den letzten Jahren verändert hat
• Tradingverhalten
• der Auswahl von aussichtsreichen Explorern
etc.
John Kaiser: Can the TSX Venture Be Saved?
http://jutiagroup.com/20130215-john-kaiser-can-the-tsx-ventu…
• Explorer-Markt
• TSX/TSX-V
• was sich in den letzten Jahren verändert hat
• Tradingverhalten
• der Auswahl von aussichtsreichen Explorern
etc.
John Kaiser: Can the TSX Venture Be Saved?
http://jutiagroup.com/20130215-john-kaiser-can-the-tsx-ventu…
Trading Spotlight
Antwort auf Beitrag Nr.: 44.153.545 von tommy-hl am 18.02.13 14:05:19Aktuelle Preiseinschätzung für Eisenerz aus einer FS von Alderon.
Im unteren geöffneten Link die FS anklicken, danach Seite 1-11 suchen:
Click to view Technical Report: Feasibility Study for the Rose Deposit
and Resource Estimate for the Mills Lake Deposit (22.27MB)
December 17, 2012
http://alderonironore.com/investors/presentations/
Zitat *****
1.11 Market Studies and Contracts
The market study commissioned by Alderon during the course of the Preliminary Economic Assessment Study was carried into this FS. For this FS, the medium and long-term commodity price forecast to be used in the Project Financial Analysis was performed by BBA based on various public and private market studies by reputable analysts and iron ore producers, opinions of industry experts as well as other sources. Following its review, BBA arrived at a medium Alderon Iron Ore Corp.
Feasibility Study NI 43-101 Technical Report December 2012 1-19
(Year 2015 to 2020) and long-term (beyond Year 2020) price of $115/t and $110/t respectively,based on Platts Index benchmark of 62% Fe iron ore concentrate landed at China’s port.
Zitat ende *****
Bei diesen Preisen sehe ich für kleinere Eisenerz Projekte kaum großen Spielraum, wenn nicht die Resourcendaten entsprechend gut aussehen. Für viele Millionen Tonnen die ROM aus der Mine geholt werden können, sollte der Markt offen sein. Das heisst zugleich: vorhandene Infrastruktur, Open Pit, geringes strip ratio, Erzgrade von >=62%, geringe Arbeits und Energiekosten, Nähe zum Hafen, sichere politische Strukturen und tax!
Ich kenne so ein Unternehmen leider nicht?
Die Mischung in den Märkten macht mir sorgen. Steigende Aktienkurse, ohne gute Unternehmensdaten. Niedrige Zinsen, hohe Arbeitslosigkeit. Währungen die gegen ihre Aufwertung intervenieren. Am Futuremarkt haben die Zeichen entgegen den Aktienmärkten keine eindeutige Richtung. Es wird wohl noch länger dauern bis Massenrohstoffe wie Eisenerz von Angebotsprodukten zu Nachfrageprodukten werden?
Übrigens steht auch bei Kupfer eine ähnliche Situation bevor, weil einige sehr große Projekte in Produktion gehen werden, sechs davon in Chile. Ausserdem wird Recycling immer wichtiger, nicht nur für Kupfer?
http://www.reuters.com/article/2011/02/01/copper-projects-id…
http://www.kupferinstitut.de/front_frame/frameset.php3?idcat…
Im unteren geöffneten Link die FS anklicken, danach Seite 1-11 suchen:
Click to view Technical Report: Feasibility Study for the Rose Deposit
and Resource Estimate for the Mills Lake Deposit (22.27MB)
December 17, 2012
http://alderonironore.com/investors/presentations/
Zitat *****
1.11 Market Studies and Contracts
The market study commissioned by Alderon during the course of the Preliminary Economic Assessment Study was carried into this FS. For this FS, the medium and long-term commodity price forecast to be used in the Project Financial Analysis was performed by BBA based on various public and private market studies by reputable analysts and iron ore producers, opinions of industry experts as well as other sources. Following its review, BBA arrived at a medium Alderon Iron Ore Corp.
Feasibility Study NI 43-101 Technical Report December 2012 1-19
(Year 2015 to 2020) and long-term (beyond Year 2020) price of $115/t and $110/t respectively,based on Platts Index benchmark of 62% Fe iron ore concentrate landed at China’s port.
Zitat ende *****
Bei diesen Preisen sehe ich für kleinere Eisenerz Projekte kaum großen Spielraum, wenn nicht die Resourcendaten entsprechend gut aussehen. Für viele Millionen Tonnen die ROM aus der Mine geholt werden können, sollte der Markt offen sein. Das heisst zugleich: vorhandene Infrastruktur, Open Pit, geringes strip ratio, Erzgrade von >=62%, geringe Arbeits und Energiekosten, Nähe zum Hafen, sichere politische Strukturen und tax!
Ich kenne so ein Unternehmen leider nicht?
Die Mischung in den Märkten macht mir sorgen. Steigende Aktienkurse, ohne gute Unternehmensdaten. Niedrige Zinsen, hohe Arbeitslosigkeit. Währungen die gegen ihre Aufwertung intervenieren. Am Futuremarkt haben die Zeichen entgegen den Aktienmärkten keine eindeutige Richtung. Es wird wohl noch länger dauern bis Massenrohstoffe wie Eisenerz von Angebotsprodukten zu Nachfrageprodukten werden?
Übrigens steht auch bei Kupfer eine ähnliche Situation bevor, weil einige sehr große Projekte in Produktion gehen werden, sechs davon in Chile. Ausserdem wird Recycling immer wichtiger, nicht nur für Kupfer?
http://www.reuters.com/article/2011/02/01/copper-projects-id…
http://www.kupferinstitut.de/front_frame/frameset.php3?idcat…
Zitat von muenchenguru: Eagle Star Minerals, ECE (TSX.V). Die machen in Phosphat.
Ich weiß, wir haben das Zinn-Thema noch gar nicht gebührend behandelt.
Dennoch würde ich gerne diesen Rohstoff in die Runde werfen.
Die Meldung v. heute :
http://app.quotemedia.com/quotetools/newsStoryPopup.go?story…
Phosphat
Der Preis konnte sich in letzter Zeit erholen. Aktuell ca. 200 $/t
Im letzten Jahr haben die Bauern in einigen Teilen der Welt durch die Dürre erhebliche Einbußen erleben müssen. Dadurch sparen sie wo sie können, u. a. auch bei Düngemitteln. Bei Kalisalzen läuft es nicht so gut, während bei Phosphat wohl ein ausgewogenes Angebot/Nachfrage-Verhältnis besteht. Insofern würde ich Phosphat bevorzugen.
Leider bin ich bei Explorern/Junior-Produzenten nicht auf dem Laufenden. Vielleicht findet sich eine Perle?
Zitat von ooy: Kommt drauf an, ich finde das Kursniveu momentan sehr attraktiv...
Jeder sieht die Welt durch seine Brille ...
Für mich stimmt das Chancen-/Risikoverhältnis nicht. Es gibt Fe-Aktien, bei denen ich bessere Chancen auf einen Gewinn sehe. Aber ich respektiere Deine Entscheidung. Jeder hat das Recht auf seine eigene Meinung.
Charttechnisch hängt Champion Iron in der Luft. Abwärtstrend voll intakt ... ein tieferer Fall ist nicht ausgeschlossen:
Antwort auf Beitrag Nr.: 44.152.663 von tommy-hl am 18.02.13 10:37:43Kommt drauf an, ich finde das Kursniveu momentan sehr attraktiv...
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