Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2225)

[IQ4U]

Tommy,

alles Gute beim Lösen Deiner familiären Probleme!

Danke für Deine Bemühungen hier!

Gruß IQ



Nun noch eine News von heute zu meinem Pferd im Stall, Anaconda Mining:


Anaconda's Pine Cove Mine Sells Approximately 3,200 Ounces of Gold in Fy Q2 2013; Generates Nearly $5.4m in Revenue

Dec 13, 2012

TORONTO, Dec. 13, 2012 /CNW/ - December 13, 2012 - Anaconda Mining Inc. ("Anaconda" or "the Company") - (TSX: ANX) is pleased to announce certain financial and operating results from the fiscal 2013 second quarter ended November 30, 2012. The Company sold 3,194 ounces of gold and generated $5,395,563 in revenue at an average sales price of $1,690 per ounce. The second quarter fiscal 2013 sales volume and revenue were approximately 47% and 42% greater than the same period in the previous fiscal year. For the first six months of fiscal 2013, the Company sold 7,411 ounces of gold and generated $12,255,862 in revenue at an average sales price of $1,654 per ounce. The Company expects to file its full financial statements by January 14, 2013.

President and CEO, Dustin Angelo, stated, "Top line performance for the first half of the fiscal year has gone just about as planned. Revenue is 1.4% above budget while sales volume is 6.4% (or 500 ounces) below forecast due to the slow restart after Pine Cove's scheduled maintenance down time in late August. By November, we were back on track with our key operating parameters. In spite of the gradual ramp up to normal operating levels, the Company still generated enough cash to make its scheduled $600,000 principal payment at the end of the second quarter and continue investing in exploration and capital expenditures."

FY Q2 2013 Mill Operations Overview:

The Pine Cove mill operated for 86 days during the second quarter of fiscal 2013 at an availability rate of 94%. The mill processed 76,292 dry tonnes of ore (887 tonnes per operating day) at an average head grade of 1.76 grams per tonne, slightly lower than the 1.83 grams per tonne that was budgeted for the quarter. Although overall grade for the quarter came in slightly below forecast, the shortfall was mostly related to lower grades that were processed through the mill in September. There was a delay in establishing the 5018 bench due to scheduling constraints surrounding the expansion to the north for Phase II of the mine plan. The average grade for the final two months of the quarter was nearly on budget. Overall mill recovery averaged 83%, as expected.

Actual throughput was off 8.5% for the second quarter compared to budget forecasts. In August 2012, the last month of the first quarter, the ball mill liners were replaced as part of Pine Cove's scheduled maintenance shutdown. The liner change had a negative impact on throughput in September (first month of the second quarter) as mill inside diameter was reduced slightly until the liners underwent a wear-in period (now complete). The Company has been working with the mill liner supplier to provide a modified configuration, for future installations, to minimize this effect. In addition, further testing around the ball mill revealed a significant change in the ore specific gravity. New operating parameters were implemented during the quarter, which resulted in an improvement in productivity and throughput, particularly in November. Lastly, during November, a mechanical representative of the crusher manufacturer was brought on site to inspect and repair the cone crusher. During this procedure, a portable crushing plant, operated by an independent contractor, provided mill feed for several days. The mill operated at a reduced tonnage as the portable crusher provided coarser feed material.

The following table summarizes the key operating statistics by month for the second quarter ended November 30, 2012.


ABOUT ANACONDA

Headquartered in Toronto, Canada, Anaconda is a growth-oriented, gold mining and exploration company with a producing asset located on the Baie Verte Peninsula in Newfoundland, Canada called the Pine Cove mine.

FORWARD LOOKING STATEMENTS

This document contains or refers to forward-looking information. Such forward-looking information includes, among other things, statements regarding targets, estimates and/or assumptions in respect of future production, mine development costs, unit costs, capital costs, timing of commencement of operations and future economic, market and other conditions, and is based on current expectations that involve a number of business risks and uncertainties. Factors that could cause actual results to differ materially from any forward-looking statement include, but are not limited to: the final approval of the private placement by the Toronto Stock Exchange; the grade and recovery of ore which is mined varying from estimates; capital and operating costs varying significantly from estimates; inflation; changes in exchange rates; fluctuations in commodity prices; delays in the development of the any project caused by unavailability of equipment, labour or supplies, climatic conditions or otherwise; termination or revision of any debt financing; failure to raise additional funds required to finance the completion of a project; and other factors. Additionally, forward-looking statements look into the future and provide an opinion as to the effect of certain events and trends on the business. Forward-looking statements may include words such as "plans," "may," "estimates," "expects," "indicates," "targeting," "potential" and similar expressions. These forward-looking statements, including statements regarding Anaconda's beliefs in the potential mineralization, are based on current expectations and entail various risks and uncertainties. Forward-looking statements are subject to significant risks and uncertainties and other factors that could cause actual results to differ materially from expected results. Readers should not place undue reliance on forward-looking statements. These forward-looking statements are made as of the date hereof and we assume no responsibility to update them or revise them to reflect new events or circumstances, except as required by law.

Company website: www.anacondamining.com

SOURCE: Anaconda Mining Inc.

http://www.anacondamining.com/news/?id=63

[Popeye82]

Zitat von muenchenguru: Ich würde eher auf die besser gradigen setzen, Wolf Minerals gehört nicht dazu, allerdings muss man die Beiprodukte mit berücksichtigen (0.03% Sn) u. natürlich noch Infrastruktur, Mineral u. Bohrtiefe.

Web definitions
(C1 costs) Cash costs per ton of pellets, ex-works, excluding administrative and distribution costs.
www.ferrexpo.com/glossary.aspx

Naja, aber interessanterweise haben sie doch in der Tabelle trotzdem die niedrigsten ausgewiesenen "Cash Costs".

Wobei sie beim gesamten (relativen)Kapitalbedarf sich dafür in der oberen Hälfte befinden. Den sie dafür schon zu größeren Teilen gesichert haben. Plus Abnahmevereinbarungen, für den Großteil der Produktion. In Anbetracht der(riesigen Differenz)der Reserven vs. Resourcen ist sicher auch eine der wichtigsten Fragen wie sich die Abbauplanung dann wirklich in Zukunft darstellt("current mining reserves of 26.700.000t @0.19% WO3 +0.03% Sn are bound only by the constraints of the open pit limits as per the parameters of the granted ‘Planning Permission’. Significant opportunity therefore exists to extend the mine life should approval for a larger open pit be sought in due course").

Meine Hauptaussage soll eigentlich nur sein: Grade haben sicherlich viel zu sagen, aber eben auch nicht "alles".


Bei Deinem Kupferequivalent hat sich kleiner Fehler eingeschlichen.

Gruß
P.

[muenchenguru]

Antwort auf Beitrag Nr.: 43.922.795 von tommy-hl am 13.12.12 09:07:49

auch von mir beste Grüße in Richtung Tommy.
Hoffe es gibt sich wieder alles.....

[curacanne]

Antwort auf Beitrag Nr.: 43.922.795 von tommy-hl am 13.12.12 09:07:49

leider bin ich zurzeit durch fam. Probleme gehandicapt, so dass die Börse zunächst warten muss.
hoffentlich nichts tragisches, alles Gute jedenfalls!

curacanne

[curacanne]

Antwort auf Beitrag Nr.: 43.922.795 von tommy-hl am 13.12.12 09:07:49

Bist Du in Grange Res. und/oder Indo Mines investiert?

ja, bin investiert. der einstieg ist schon länger her, daher hab ich die gründe im detail nicht mehr parat, bei grange war es auch die dividende

[muenchenguru]

mal als Gegengewicht zu der übergroßen Eisenerzlobby hier :-).
Habe heute eine Analyse v. Breakaway Research zu Wolf Minerals gelesen, einen angehenden Produzenten v. Wolfram u. Zinn in England.
Ist schon eine sehr exotische Kombination.

aus der erwähnten Studie hier eine schöne Übersicht über weltweite Wolfram-Projekte inkl. Capex, Cash Cost, Prod.start:



Ich würde eher auf die besser gradigen setzen, Wolf Minerals gehört nicht dazu, allerdings muss man die Beiprodukte mit berücksichtigen (0.03% Sn) u. natürlich noch Infrastruktur, Mineral u. Bohrtiefe.

Web definitions
(C1 costs) Cash costs per ton of pellets, ex-works, excluding administrative and distribution costs.
www.ferrexpo.com/glossary.aspx

Der Zinnpreis liegt zur Zeit ca. 3x so hoch wie der Kupferpreis, womit die 0,03 % in 0,9 % zu übersetzen wäre. Ganz ok, Zinn hat ausserdem erhebliches Potenzial.

und hier noch die Projekte, die zeitlich dahinter liegen:

[muenchenguru]

Habe hier eine interssante Graphik bezügl. der Goldminenindustrie:

This can’t go on forever, and how the gap between current mine production of ~83 million ounces and the rapidly declining discovered economic ounces plays out is going to be really interesting and profitable to those of us in the discovery game

diese Entdeckungslücke bei Gold ist schon sehr beachtlich.
Durch die geringe industrielle Verwendung (ca.12 %) u. der riesigen Vorräten, aber trotzdem nicht preisbestimmend.
Bei anderen Metallen wäre es dies schon, wäre interessant ein Diagramm v. Silbermarkt zu sehen.
Sobald ich eins habe, stelle ich dies ein.
Die Silbergrade im Erz nehmen ab, habe dies vor einiger Zeit in den Silberthread eingstellt.

Trotzdem ist natürlich die Entdeckungslücke ein existenzielles Problem für die großen Goldproduzenten, hier wird entschieden werden in welche Richtung sich das Problem auflöst:

The bottom line

The major gold producers desperately need new, quality gold deposits yet can’t afford to build many of the large deposits they already have on the books. These companies are facing margin squeeze in the form of increasing production and capital costs, taxes, royalties, regulations, etc., and are responding by cutting exploration, firing geologists, and cancelling projects. That is a tough and illogical way to find new deposits.

As for the junior exploration sector, it is in the midst of one of the worst financing environments I have seen and, unless things change drastically over the next six months, faces mass extinctions. Without a new infusion of cash into the sector we will see much less work (exploration) of substance and far too many companies just covering expenses and business lunches.

These situations exacerbate the economic discovery deficit problem the gold industry faces. Therefore, and this is a not a revelation to long time readers of Exploration Insights, the very few companies that have high quality gold deposits should be in more and more demand as this story plays out. Likewise, any exploration company with the property, competence, and cash to discover and define a quality deposit will be in even greater demand, due to the discovery leverage they offer. Conversely, a company with no cash and no property success means no more money and successively lower financings as they head off to the bone yard.

There are currently many junior mining stocks that are, or at least appear, “cheap” scattered across the decimated Venture landscape. They could get much cheaper. How one measures cheap, however, had better be relevant to the real issues at hand: underlying value and quality as opposed to last year’s share price or the price one paid. Specifically these are some of the questions that need to be addressed when considering “cheap”.

Dies müssen wir Anleger mantramäßig verinnerlichen:
What is the realistic size and grade potential of the exploration target? Put another way: is the target worth the effort?
What are the probable mining, processing, and capital costs if a deposit begins to be defined?
What is the most likely metallurgy and recovery for the deposit type?
How are social, environmental, permitting, and political issues being addressed?
What project goals and hurdles need to be reached to confirm the investment thesis, and at what cost?
When and how does the company raise the money to advance the project and at what price?
And the most obvious question: how far will the money they have get them?

Thus, at this juncture it is critical to review your stock holdings in the light of what could prove to be a very difficult period in the resource sector, yet one that offers exceptional opportunity when value is eventually realized sometime down the road. Significant economic deposits have been defined or will be discovered, and mining companies desperate to replace reserves and decrease overall costs will acquire them. There is no second option.

My experience has been that during bear markets like today’s, one can often recognize and purchase deposits at a steep discount while the market wallows in self-pity. This is when ten-baggers are bought; but you had better know the value behind the deposits because there isn’t much dumb money left to buy mistakes.

That’s the way I see it.

Brent Cook
Economic Geologist and Editor Exploration Insights
www.explorationinsights.com

https://www.explorationinsights.com/pebble.asp?relid=2937

[tommy-hl]

Zitat von curacanne:
@tommy-hl
was hältst Du von grange resources(917447) und indo mines(A0JD69)?

Gruß
curacanne

Hallo Curacanne,

leider bin ich zurzeit durch fam. Probleme gehandicapt, so dass die Börse zunächst warten muss. Ich versuche Deine Frage schnellstmöglich zu beantworten.

Kurze Zwischenfrage: Bist Du in Grange Res. und/oder Indo Mines investiert?
Und wenn ja, warum?

Gruß
Tommy

[Reiners]

date_______ Vol in TSD____ vwap
07 Dec 2012__ 682_____ 7,04
13 Dec 2012____ 0_____ 7,50
12 Dec 2012___ 72_____ 7,12
11 Dec 2012___ 63_____ 7,34
10 Dec 2012___305_____ 6,99

5 Day_______ 1122_____ 7,05

+5%_________________ 7,40


Kauflimit für Globe damit für morgen 7,4 audcent.

[curacanne]

Antwort auf Beitrag Nr.: 43.908.888 von tommy-hl am 10.12.12 09:27:30

Ich plane nach wie vor einen antizyklischen Kauf bei Bellzone Mining. BZM ist für mich die momentane Nr. 1 unter den Fe-Explorern/Produzenten. Gefolgt von Atlas Iron. Zusätzlich steht jetzt auch Advanced Explorations auf der watch list, dank der vielen nützlichen Hinweise von Opla.

@tommy-hl
was hältst Du von grange resources(917447) und indo mines(A0JD69)?

Gruß
curacanne