Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2380)

[XIO]

Zitat von XIO: 21.12.11
Bandanna schaut auch interessant aus:

QR National To Construct A$900 Million Wiggins Island Rail Project
http://uk.advfn.com/p.php?pid=nmona&article=49054186

The coal companies involved are Xstrata Coal, Bandanna Energy, Caledon Resources, Northern Energy Corp., Yancoal Australia, Wesfarmers Curragh and Cockatoo Coal.

27 February 2012
ASX RELEASE/ MEDIA RELEASE
Bandanna Completes Cultural Heritage Management Plans for two projects.


....Under the law, when an Environmental Impact Statement (EIS) is required for a proposed mine, a Cultural Heritage Management Plan (CHMP) must also be developed with the area’s traditional owners. The Kairi People are the Aboriginal Party for the majority of the Springsure Creek (EPC 891), the entire MLA area for the Springsure Creek project, as well as a significant portion of the Arcturus EPC.
Bandanna Energy Limited is currently undertaking EIS studies in both Springsure Creek and Arcturus which form part of some 12 100% owned Exploration Permits for Coal (EPC’s) in the Bowen Basin.....

[XIO]

Zitat von XIO: (ASX: NSE)
05.10.11
NEW STANDARD ENERGY AND CONOCOPHILLIPS
FINALISE GOLDWYER PROJECT FARM-IN

The farm-out formalises the Heads of Agreement signed by the two companies on July 12, 2011.
Under the farm-out agreement, ConocoPhillips will fund up to US$109.5m over four phases of shale
gas exploration work to earn and retain a 75% interest in the Goldwyer Project. Assuming
ConocoPhillips completes all four phases of work, New Standard’s working interest will be reduced to
25%. Additionally, ConocoPhillips will make an upfront payment of AUD$1m to New Standard. The
farm-out agreement is subject to regulatory approvals.

hat sich nicht schlecht entwickelt seitdem:

[muenchenguru]

@tommy
ja die Graphitaktien sind mir irgendwie davon gelaufen, habe zwar mehrere kleine Ankerpositionen, aber wollte sie alle ausbauen u. jetzt den Kursen hinterherrödeln.....schwierig.
Aber nicht unmöglich :-)

Rechtzeitig zum Silberanstieg .

Wobei mir Silver Standard besser gefällt als denen, die Cashposition ist beeindruckend (halbe Market Cap.).

Peerless Silver Producers

Aurcana (TSX-V: AUN; Pink Sheets: AUNFF)
Endeavour Silver (AMEX: EXK; TSX: EDR)
First Majestic Silver (NYSE: AG; TSX: FR)
Fortuna Silver (NYSE: FSM; TSX: FVI)
Fresnillo PLC (LSE: FRES; Pink Sheets: FNLPF)
Hochschild Mining (LSE: HOC; Pink Sheets: HCHDF)
Pan American Silver (NASDAQ: PAAS; TSX: PAA)
Silver Wheaton (NYSE/TSX: SLW)
Silvercorp (NYSE/TSX: SVM)

Aurcana (TSX-V: AUN; Pink Sheets: AUNFF) – An emerging mid-tier silver producer with low jurisdictional risk (US/Mexico) and good potential for both resource and mine life expansion. The appointment of Dr. Peter Megaw as exploration consultant increases the odds for new discoveries in Aurcana’s carbonate replacement deposits (CRDs) given Dr. Megaw is the preeminent CRD expert. There is still execution risk at the Shafter project (Aurcana’s key valuation driver), and we plan to conduct a site visit soon to better evaluate the likelihood of a smooth transition from development to production during 2012. Disclosure: Aurcana is an institutional client of Metal Augmentor.

Endeavour Silver (AMEX: EXK; TSX: EDR) – One of the lowest cost silver producers with 8 years of consistent growth and apparently more to come. This outfit knows how to exude quality and has done a great job keeping a tight share structure. The silver-gold production profile is also quite attractive.

First Majestic Silver (NYSE: AG; TSX: FR) – An emerging top-tier silver producer in Mexico with exceptional properties and growth plans, low operating costs and one of the purest silver production profiles. Well followed by institutions with the company trading on the NYSE since 2010.

Fortuna Silver (NYSE: FSM; TSX: FVI) – A well-managed, growing silver producer with consistently profitable operations and broader investor exposure than most through its listing on the NYSE.

Fresnillo (LSE: FRES; Pink Sheets: FNLPF) – The world’s premier silver producer with significant gold by-product production — on track to produce ~50 million ounces of silver (plus gold and base metals) per year by 2015! It’s a well-oiled cash flow machine, sporting cash costs on par with Silver Wheaton thanks to fat by-product credits and ready access to smelting and refining facilities.

Hochschild (LSE: HOC; Pink Sheets: HCHDF) – The operator of several world-class silver assets including most notably its Arcata mine in Peru (8 million ounces of silver per annum) with “deep” expertise in underground mining. Struggling a bit with rising costs, but still ranks among the lowest cost producers not named Fresnillo or Silver Wheaton. Hochschild is also on the hunt for heap leachable gold deposits to develop (isn’t everybody though?) and we would not be surprised if they announced a number of deals in the near future considering their roughly $1 billion war chest* and what is an otherwise somewhat limited growth profile. *consists of cash + shares of Gold Resource Corp (AMEX: GORO). We believe the biggest upside for the share price could be simply accomplished by dual-listing in the U.S.

Pan American Silver (NASDAQ: PAAS; TSX: PAA) — Even before accounting for the Minefinders (AMEX/TSX: MFN) acquisition Pan American is on track to be producing well over 40 million ounces of silver per year when the massive Navidad project comes on line (est. 2015). Unfortunately there’s currently a ban on both open pit mining and cyanide use within the Chubut province of Argentina where Navidad is located, which adds some binary risk to the investment (although Navidad is being given minimal valuation by the market at present). The move to acquire Minefinders may even be a sort of signal that the Navidad timeline will need to be stretched … however, Pan American still makes our cut for having operating prowess, a diversified mining profile, strong current cash flows, and a high proportion of silver to base metal production.

Silver Wheaton (NYSE/TSX: SLW) – The purest, lowest-cost silver “producer” with almost non-existent overhead, a nearly zero percent income tax rate, and exposure to several long-lived, world-class mining operations. Silver Wheaton is a cash flow powerhouse at anywhere near current silver prices and its royalty streaming business model is capable of growth even in a weak commodities market (since mine developers would be struggling to obtain traditional financing).

Silvercorp (NYSE/TSX: SVM) – A silver-lead-zinc producer with a strong foothold in China that should translate into future growth as it is given preference to acquire, modernize and expand existing small-scale operations throughout the country. Also looking to expand into high-grade silver production outside China in order to utilize its development expertise and diversify the production profile — but the world-class Ying mine is the reason this low-cost silver producer makes the Peerless list.

The Non-Peerless Silver Producers

Here are a few words about some of the companies that didn’t make it into our Silver Producers Peerless universe at this stage:

Alexco Resource (AMEX: AXU; TSX: AXR) — Production is humming along, but there’s still plenty of questions about what happens when the current ore body is exhausted and mining shifts to other areas. This is a mining district that was made by grade and grade is what will make Alexco fly (or sink as the case might be). Future production estimates seem little more than guesswork based on sparse drilling and the plans rely on quickly blocking out and bringing small, high-grade ore bodies into production. From the company’s most recent February 2012 presentation we’re told the goal is 5 million ounces annual silver production in 3 years (from est. 2.2-2.5 million ounces in 2012) and then 7-10 million ounces in 5 years. Maybe, but we would need to see specific plans for getting from Point A to Point B … if achievable then Alexco should easily make the Peerless list.

Coeur d’Alene Mines (NYSE: CDE; TSX: CDM) – Coeur boasts a history of underwhelming performance and questionable decision-making. The financial and operating results are somewhat misleading: San Bartolome is by far the most valuable (if not quantitatively then qualitatively) of Coeur’s mines, but it is located in Bolivia.

Excellon Resources (TSX: EXN; Pink Sheets: EXLLF) – On and off troubles at its Platosa mine have led to inconsistent and high cost production. The modeled mine life is short and dependent upon additional exploration success. Although there’s always the potential they discover a larger system, for now Platosa is too small an operation to provide much positive cash flow beyond covering exploration and overhead costs.

Great Panther Silver (AMEX: GPL; TSX: GPR) – Production declined at both of Great Panther’s mines during 2011 compared with forecasts for significant growth. It’s a high cost producer and grades are creeping lower. The company desperately needs to increase its teeny tiny reserve base and make a more convincing case that it will be capable of significantly increasing production … much less maintain it.

Hecla Mining (NYSE: HL) – Hecla didn’t make the Peerless cut due to its troubles at Lucky Friday and the related stigma that’s likely to linger during 2012 and perhaps beyond, even though the current valuation is arguably fully supported by Greens Creek. Once the path to resolution at Lucky Friday is visible, we would consider Hecla for the Peerless list again especially since it is one of the longest continually listed companies on the New York Stock Exchange. Most silver companies don’t make it to a decade much less a century!

International Minerals Corp. (TSX: IMZ) – International Minerals has too much exposure to Ecuador and most of its silver-related valuation comes from joint ventures with Hochschild … which does not have exposure to Ecuador and is therefore the obvious Peerless choice.

Revett Minerals (TSX: RVM; OTCBB: RVMID) – With Revett there’s simply too much riding on the eventual development of environmentally-challenged Rock Creek where forward progress has been very slow.

Scorpio Mining (TSX: SPM; Pink Sheets: SMNPF) – A newly-invigorated silver-zinc-lead producer with room to grow production meaningfully under the direction of ex-Vale hotshot Parviz Farsangi. Despite the new operational competence and good financial performance, some of the company’s disclosures (in particular the silver-equivalent metrics) are deceptive. They need not be so since mine expansion has not been built into the models but could arguably make Scorpio one of the more attractive silver-base metal district plays in the years ahead. Future production guidance supported by technical studies will be the way to unlock value, and to that end we are looking for the following developments: (1) completing all of the optimization and updating the mine plan for Nuestra Senora; (2) developing and disclosing production metrics for the plant expansion; (3) progress on leveraging the regional (Platte River, etc.) silver assets; and (4) aggressive exploration to prove up district-wide resources that could further boost production in the medium term. A focus on operational excellence and developing the regional assets while maintaining a pipeline of expansion projects should deliver the growth that the company’s valuation upside is predicated upon. Given the base of operational competence, Scorpio Mining could easily adopt and deliver upon a similar regional strategy along with insistence on excellence in all aspects of corporate operations that have made First Majestic so successful. Disclosure: Scorpio Mining is an institutional client of Metal Augmentor.

Silver Standard Resources (NASDAQ: SSRI; TSX: SSO) – Silver Standard has so badly bungled Pirquitas that it is unlikely to be called Peerless anytime soon, despite having over $700 million in cash + investments (Pretium shares) versus a $1.3 billion market cap. Other projects add to the apparent value but development plans are less than crystal clear and therefore the company’s valuation in our model should be taken with a grain of salt.

U.S. Silver (TSX: USA; Pink Sheets: USSIF) – U.S. Silver does not publish detailed operating statistics and it is not possible to build a proper mine model of their Silver Valley project. Ore bodies are generally small and spread out, requiring a substantial portion of mining profits to be put back into the ground in the form of drift development.

Conclusion

We are still developing the Peerless concept and so the above Peerless Silver Producers list — or any future one — is not set in stone. We have probably considered more subjective vs. objective factors in this first installment than we’d like and we’ll eventually want to organize our selection process into a more standardized format. Do you have a quibble or substantial point to make about the list? Are we missing any company? Did we fail to consider some critical factor pro or con? Let’s discuss these and other issues constructively in the Comments section below (Metal Augmentor subscribers only) so this Peerless list as well as others in the future will have the benefit of a rigorous review and evaluation.

http://www.metalaugmentor.com/analysis/peerless-silver-produ…

[tommy-hl]

Bei FMS kommt es zu einer KE:

Focus Metals Inc. Announces Bought Deal Private Placement of Flow-Through Shares
TORONTO, ONTARIO--(Marketwire - Feb. 23, 2012) -

Focus Metals Inc. (TSX VENTURE: FMS) is pleased to announce that it has entered into an agreement with Cormark Securities Inc. and Byron Capital Markets Ltd. (collectively the "Underwriters"), pursuant to which the Underwriters have agreed to act as underwriters in connection with the offer and sale of 5,000,000 flow through shares ("Flow-Through Shares") of Focus Metals (the "Offering") on a private placement basis. The Flow-Through Shares shall be offered at a price of $1.30 per share for aggregate gross proceeds of $6.5 million. In addition, the Company has granted the Underwriters an option to increase the size of the Offering by an additional 2,693,000 Flow-Through Shares, exercisable at any time up to 48 hours prior to the closing of the Offering, which would increase the gross proceeds of the Offering to approximately $10 million.

The closing of the Offering is expected to occur on or about March 14, 2012 and is subject to the completion of formal documentation and receipt of regulatory approval, including the approval of the TSXV.

The proceeds of the financing will be used to incur eligible Canadian Exploration Expenses, as defined under the Income Tax Act (Canada), that will be renounced in favour of the purchasers with an effective date of no later than December 31, 2012. The funds are intended to be used to explore and advance Focus Metals' Lac Knife Graphite Project located in Québec.

[XIO]

Frontier (TSX: FRO) announces positive Preliminary Economic Assessment for its
Zandkopsdrift Rare Earth Project in South Africa

HIGHLIGHTS
• Net Present Value (“NPV”) of $3.65 billion, after tax and royalties, at an 11% discount rate
• Internal rate of return (“IRR”) of 52.5% , after tax and royalties, and 2 year payback from start of
production
• Average production of 20,000 tonnes of separated rare earth oxides (“REO”) per annum, generating
average annual revenues of $1.1 billion and an estimated operating margin of 78%
• Twenty year mine life, supported by the mining and processing of 19.5 million tonnes of material with
an average in-situ grade of 3.12% total REO (“TREO”) at an average metallurgical recovery of 67%
• Capital costs of $910 million for a 1 million tonne per annum open-pit mining operation and
concentration and rare earth separation plant facilities
• Rare earth oxide ‘basket price’ of $58.23/kg used for Zandkopsdrift production, based on an average
of three-year China Free on Board average REO prices and Roskill’s mid-point 2015 REO forecasts
applied to Zandkopsdrift’s in situ REO relative distribution.
• Estimated average operating costs of $13.09/kg of separated REOs
• Conventional metallurgical process, comprising comminution, flotation, sulphuric acid cracking and
solvent extraction
• Potential for life of mine to be extended beyond initial 20 years, as the PEA mine plan only exploits
circa 60% of the current estimated TREO resource at Zandkopsdrift
• Pre-feasibility study (“PFS”) under way, with completion scheduled for Q4 2012

[muenchenguru]

Metallica muss man im Auge behalten:

21st February 2012
FEASIBILITY WORK AND PERMITTING SET TO ACCELERATE
STUDIES ON MAJOR QUEENSLAND TRI-METAL PROJECT
Feasibility studies are set to be accelerated on a major new Australian tri-metal mining development following completion of the exploration phase at Metallica Minerals Limited’s (ASX: “MLM”) NORNICO nickel-cobalt-scandium project in North Queensland.
An updated scandium and nickel-cobalt resource announced today by Metallica for the Lucknow deposit - a key deposit within the Company’s flagship NORNICO project - includes another significant boost to the scandium resource and a further upgrade to nickel-cobalt resources.
The revised resources follow an updated block model estimate prepared for the Lucknow deposit by leading independent mining and engineering consultants, Golder Associates of Brisbane.
Metallica’s Managing Director, Mr Andrew Gillies, said completion of the exploration phase enabled the Company to focus more on its mining and engineering feasibility studies, permitting for development and marketing efforts towards potential end users of scandium. Metallica has a strong technical team which was put together in H2 2011 and is headed up by CEO Gavin Becker.
“The latest significant upgrade of our high-grade Lucknow scandium resource is a further boost to the prospects of Metallica as an emerging world-leader and long-term supplier of scandium, which is increasing in demand as one of the 17 rare earth elements. Scandium is one of the most valuable rare earth elements with Scandium Oxide currently selling for over US$1,500 per kilogram,” Mr Gillies said.
“There has already been strong customer interest and enquiry in our project and the Company remains confident in our potential to establish long-term customers who require scandium for high performance and high value aluminium alloys, more efficient solid oxide fuel cells (SOFC’s) and scandium-bearing metal halide lighting,” he said.
“We look forward to the imminent start of detailed pilot scale test work at the SGS Lakefield Oretest laboratories in Perth, with the initial focus on production of scandium oxide for evaluation by potential off-take customers and/or joint venture participants.”
More than doubled scandium Indicated and Measured Resource
The latest scandium resource upgrade from the Lucknow laterite deposit more than doubles the Indicated and Measured Resource to 7.5 million tonnes (Mt) @ 156 grams per tonne scandium (Sc) from the previous 3.3 Mt @ 176 g/t Sc. The resource is well defined, shallow, and mostly at or near surface less than 20 m deep, making it amenable to relatively simple mining.
The new resource figures have boosted Metallica’s total NORNICO scandium resource (Lucknow and neighbouring Kokomo deposit) to 16.8 Mt @ 130g/t Sc, containing approximately 3,250 tonnes of scandium oxide. This includes and Indicated and Measured Resource of 12.0 Mt @ 145 g/t Sc.
Results from the latest exploration program have increased the Lucknow nickel (Ni) – cobalt (Co) Indicated and Measured Resource estimate to 3.2 Mt @ 0.58% Ni, 0.19% Co and 85 g/t Sc.
The Company’s accompanying ASX Release dated 21 February 2012 sets out the split of Measured, Indicated and Inferred Resources.
Metallica’s 100%-owned NORNICO project comprises five key nickel laterite deposits, Greenvale, Lucknow, Kokomo, Minnamoolka and Bell Creek. Metallica’s focus will be on the Greenvale-Lucknow deposits with supplementary ore supply from Kokomo, and in later years trucked ores from Bell Creek and Minnamoolka.
As previously announced, the Company’s feasibility studies are targeting a proposed combined nickel-cobalt-scandium mining and processing operation on the historic Greenvale nickel mine site (mined 1974-1992) northwest of Townsville, at an annual laterite ore throughput rate of approximately 750,000 tonnes, producing nickel metal, cobalt intermediate product and scandium oxide.
First production is targeted for 2015.
Metallica is well placed for an active 2012 on NORNICO and its two zircon-rutile mineral sand projects (Weipa & Gippsland-option to acquire) as it has approximately $12 million cash (1 February 2012) and $37 million in ASX listed investments.

[muenchenguru]

Neuer Brokerreport zu Alkane, neben GWG mein Toppick im REE-Bereich.
HAben auch noch viel Niob u. Zirkon u. 2 sehr weit entwickl.Goldprojekte, eins JV mit Newmont..

alkane.com.au/reports/broker-media/brokers/20120216.pdf

[manffreddoo]

Hallo
...gibt es was neues bei Nimrodel?
Plus 15%heute in Sydney.

[XIO]

Antwort auf Beitrag Nr.: 42.775.346 von XIO am 20.02.12 06:47:46

siehe dazu auch folgenden eintrag auf HC:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1672859&ms…

[XIO]

Antwort auf Beitrag Nr.: 42.774.226 von tommy-hl am 19.02.12 17:30:02

der link, war der hier schon gepostet?

http://www.graphitestocks.com/