Neuste Beiträge aus: Pretium - Goldexplorer in BC

Franco-Nevada Management Discusses Q1 2013 Results - Earnings Call Transcript


We've added 2 NSRs in the last quarter. The first is a 1.2% NSR on Pretium's Brucejack property that we've acquired for $45 million from B2Gold, the royalties payable after about 500,000 ounces are produced. The district hosts some of Canada's largest gold resources, including Pretium's Snowfield and Seabridge's KSM project. Brucejack has been one of the most exciting high-grade discoveries in Canada, with many of the intercepts having grades measured in kilograms per tonne. In a very short amount of time, the Pretium team has established a large resource, 8.5 million ounces in the indicated category, 2.9 million ounces in the inferred category, and they'll be taking a box sample later this year to better establish the likely mine head grades. We believe this property has got excellent prospectivity and we are very glad to acquire an interest in it.

http://seekingalpha.com/article/1416191-franco-nevada-manage…

Pretium continues to roll

2013-05-08
Finding a success story on the junior gold mining circuit is tough work these days. But since mid-April, Pretium Resources (PVG-T, PVG-N) has been on a hot streak. The Vancouver-based company’s shares have climbed 35% since they closed at $5.71 on April 17th, and were trading for $7.74 in Toronto on May 8, and its success offers further evidence of the market’s current fixation on cash and grade — as Pretium has both. Its run began to gather steam after it secured the cash part of the equation in the form of a sizeable private placement with Liberty Metals & Mining Holdings, a subsidiary of Boston-based Liberty Mutual Insurance. Liberty bought $40 million worth of Pretium equity ensuring that the company had sufficient funds to do proper work at its Brucejack project in B.C. — more specifically on its high grade Valley of the Kings deposit. At the time of the financing, which was announced on April 23, the company said it would use the money to finish a 10,000-tonne bulk sample at the deposit and to conduct an underground drilling program. The latest leg-up in its stock price comes after the completion of the exploration ramp to the Valley of the Kings deposit and underground exploration program is set to get underway . The extensive drill program will compliment the bulk sample, both of which will look to validate its resource model, while infill drilling focuses on the section of the deposit that is targeted for initial development. The deposit already boasts an impressive resource estimate that marries high grades with good tonnage. Indicated resources at the Valley of the Kings currently stand at 16.1 million tonnes grading 16.4 grams gold for 8.5 million oz. and inferred resources of 5.4 million tonnes grading 17 grams gold for 2.9 million oz. While the recent market activity seems to be anticipating more impressive high-grade drill results, Hayes says the confirmation of the geology, the analysis of the bulk sample and the implications for the resource model are the real keys to the underground program. “The key risk for the Brucejack project is determining the grade and tonnage of the deposit,” BMO Capital Markets analyst John Hayes wrote in a recent research note. “Resource grades have a highly skewed distribution due to the geology of the deposit, which presents challenges for resource modeling.” Hayes has Pretium listed as market perform. The deposit is currently described as a transitional epithermal gold and silver occurrence that is hosted in stockwork veining, located up stratigraphy from several large porphyrytic intrusions. Gold occurs in both high grade visible gold stringers and within a lower grade gold quartz stock work system. The Brucejack property sits roughly 65-km north of Stewart in Northwestern B.C. A preliminary economic assessment released in February of last year envisioned a mill that would process 1,500 tonnes of ore per day for 325,000 oz. of gold production per year and a 24 year mine life. Total life of mine production was estimated at 6.9 million ounces. The same study estimated that it would cost US$436.3 million to build the mine and processing facility and that operating costs would ring in at US$436.30 per tonne. The study calculated a net present value (NPV) of US$2.26 billion using a 5% discount, a US$1,100 per oz. gold price and US$21 per oz. silver price. An underground feasibility study is expected to be finished in the second quarter and commercial production is slated to come on line in early 2016.

http://www.northernminer.com/news/pretium-continues-to-roll/…

Sie hat dann noch einmal deutlich zugelegt und am Tageshoch geschlossen (schoene Schnapszahl):

7.77 CAD +1.15 +17.4% 563.1k

Das sieht sehr gut aus und ist in Anbetracht der News angemessen. Also nun definitiv eine 10.000 Tonnen Bulk Spekulation. ;-)

derzeit: 7.57 CAD +0.95 +14.4%

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Setzt sich der KUrsanstieg fort, wird die hier schreibende Seabridge-Werbetruppe sicherlich etwas ruhiger werden.

Pretium to drill 15,000 m at Valley of the Kings
Ticker Symbol: C:PVG

Pretium to drill 15,000 m at Valley of the Kings

Pretium Resources Inc (C:PVG)
Shares Issued 102,256,532
Last Close 5/7/2013 $6.62
Wednesday May 08 2013 - News Release

Mr. Robert Quartermain reports

PRETIUM RESOURCES INC.: UNDERGROUND RAMP REACHES VALLEY OF THE KINGS

Pretium Resources Inc.'s underground access ramp has reached the Valley of the Kings at the targeted 1,345-metre level of the 426600 cross-section. With the access ramp from the West Zone portal now completed, the development and installation of supporting infrastructure for the planned Bulk Sample Program and associated underground drilling at the Valley of the Kings will begin.

Underground Drilling

Approximately 15,000 meters of underground drilling will be completed as part of the Bulk Sample Program. After the initial cross-cut along section 426600, the north drill drift will be developed, and drilling will be conducted at 7.5-meter and 15-meter centres along 120 meters of strike length, and at 15-meter centres vertically for 60 meters above and 60 meters below the 1,345-meter level of the Valley of the Kings. Drilling is planned to commence later this month, prior to excavating the bulk sample, and will run concurrently with the excavation of the bulk sample. Results from drilling will be reported as they are received.

Bulk Sample Program

The sample tower and related equipment for the Bulk Sample Program in the Valley of the Kings has been transported over the recently-completed all-weather access road into Brucejack camp and is now on site. Strathcona Mineral Services Ltd. of Toronto has been engaged as the independent Qualified Person to oversee and report on the 10,000-tonne bulk sample.

The 1,345-meter level at the 426600 cross-section of the Valley of the Kings was selected as the bulk sample location based on Strathcona's requirements that the bulk sample be excavated from an area representative of the (a) drillhole density that informs the Indicated Mineral Resource, (b) average grade of the Indicated Mineral Resource and the global resource for Valley of the Kings, (c) proportion of low-grade, high-grade and extreme grade populations in the overall Indicated Mineral Resource and (d) style of stockwork gold mineralization characteristic of the Valley of the Kings. Excavation of the bulk sample is scheduled to begin in early June, with the final report expected later in the year after compilation of all bulk sample data.

Kenneth C. McNaughton, M.A.Sc., P.Eng., Chief Exploration Officer, Pretium Resources Inc. is the Qualified Person (QP) responsible for the Brucejack Project exploration program.

http://www.pretivm.com/News/News-Details/2013/Pretium-Resour…

Antwort auf Beitrag Nr.: 44.569.255 von boersenbrieflemming am 05.05.13 01:00:47Das waeren dann auch die aktuellen Umfrageergebnisse:




Unabhaengig davpn sprechen sich die Sozialdemokraten (NDP) inzwischen auch fuer Mining aus.

http://www.votemining.ca/bc-ndp-response-to-vote-mining-cand…

Das wird fuer Projekte, die einen hohen Tonnageumsatz benoetigen (bei Pretium lediglich ca. 2700 t/d) sicherlich schwieriger, zumal die First Nations vermutlich besser in die Projekte eingebunden werden. Fuer Pretium vermutlich eher weniger relevant, ob hier die NDP das Rennen macht oder nicht.

Das ganze Interview mit Rick Rule ist interessant - hier nur der Ausschnitt, der Pretium behandelt. Das politische Risiko sehe ich auch aus folgendem Gruend gering: Pretium hat wegen der High Grades eine wesentlich geringere Auswirkung auf die Umwelt.

“In British Columbia, I think a sweep by the NDP is likely, and the market will sell down B.C. oriented mining companies, much to my advantage, because Pretium Resources outreach efforts to first nations has been incredible. I believe they’ll be protected, which is one of the reasons why I’ll be an aggressive buyer of Pretium in the selloff of the aftermath of the B.C. Election.”

Read more at http://www.stockhouse.com/columnists/2013/may/2/interview-wi…

So muss das sein, angekuendigt und schon nach wenigen Tagen durch.


Pretium closes $40-million placement with Liberty

Pretium Resources Inc (C:PVG)
Shares Issued 96,476,186
Last Close 4/25/2013 $7.17
Friday April 26 2013 - News Release

Mr. Robert Quartermain reports

PRETIVM CLOSES FINANCING

Pretium Resources Inc. has closed its private placement with Liberty Metals & Mining Holdings LLC, a subsidiary of Boston-based Liberty Mutual Insurance, of 5,780,346 common shares of Pretium at a price per share of $6.92 for gross proceeds of approximately $40-million. The purchase price is based on the volume-weighted average price of Pretium's common shares on the Toronto Stock Exchange for the 20 trading days ended April 19, 2013.

Pretium intends to use the proceeds of the offering to finance work at its Brucejack project, including the completion of the planned 10,000-tonne bulk sample and underground drilling program at the Valley of the Kings, continuing permitting activities, and the acceleration of other activities, which will advance the high-grade-gold Valley of the Kings into development.

Under applicable Canadian securities law, LMM is not permitted to trade the purchased shares for a period of four months plus one day from the closing of the offering.

We seek Safe Harbor.

Antwort auf Beitrag Nr.: 44.496.881 von valueinvestor am 23.04.13 19:32:20Das war wieder ein extrem gutes Timing von dir.

PVG 7.20 CAD +0.73 +11.3% 526.9k

Es ist nicht so dramatisch, wenn man bedenkt das das letzte Financing im Februar im Wesentlichen zu $12.43 abgeschlossen wurde. Das waren dann FT-Shares, die fast immer mit einem Premium (Durchschnitt 15%) gehandelt werden.

http://www.pretivm.com/News/News-Details/2013/Pretivm-Closes…

Die Zeiten werden fuer Goldexplorer noch schwieriger werden und da ist eine derartige strategische Beteiligung ein starkes Signal. Fuer Pretium haengt vieles von dem Bulk Sample ab - Q. ist ein Ausnahmegeologe und daher halte ich die Wahrscheinlichkeit hoch, dass die Spekulation durchaus aufgehen koennte. Das Geld reicht nun definitiv.

Es gibt andere Explorer, die erfinden jaehrlich Kaufinteressenten, lassen das dann durch vorbetrafte Promoter verbreiten, bohren, bohren und bohren - ohne die kostenintensiven Faktoren Machbarkeitsstudie anzugehen, um eine Wirtschaftlichkeit nachweisen zu koennen. Diese Explorer werden sich nicht wesentlich erholen.

wow - eine knackige Verwässerung fast zwei Drittel unter dem Höchstkurs - das ist definitiv keine Meisterleistung des Managements!

Antwort auf Beitrag Nr.: 44.492.449 von combatiente am 23.04.13 12:19:30"Weswegen nun bei der soliden Cash Balance (> 20 Mio. USD WC) aber ein PP nahe dem Allzeittief durchgeführt wird"

Es haette wohl nicht ganz gereicht. Die 10,000-tonne bulk sample sind ganz wesentlich fuer Brucejack. Alles Papier ist immer kritisch zu sehen, der Probeabbau gibt genauen Aufschluss. Hier und bei den Feldern FS, Umwelt und Sample eine Verzoegerung zu sehen, das waere sehr unschoen gewesen.

Liberty Metals & Mining steigt bei Pretium Resources ein

Link: http://rohstoffaktien.blogspot.de/2013/04/liberty-metals-min…

Pretium arranges $40-million Liberty private placement
Ticker Symbol: C:PVG

Pretium arranges $40-million Liberty private placement

Pretium Resources Inc (C:PVG)
Shares Issued 96,476,186
Last Close 4/22/2013 $6.55
Tuesday April 23 2013 - News Release

Mr. Robert Quartermain reports

PRETIVM ANNOUNCES STRATEGIC INVESTMENT BY LIBERTY METALS & MINING

Pretium Resources Inc. has entered into a subscription agreement with Liberty Metals & Mining Holdings LLC, a subsidiary of Boston-based Liberty Mutual Insurance, to issue to LMM by way of a private placement 5,780,346 common shares of Pretium at a price per share of $6.92 for gross proceeds of approximately $40-million. The purchase price is based on the volume-weighted average price of Pretium's common shares on the Toronto Stock Exchange for the twenty trading days ended April 19, 2013. The Offering is scheduled to close on or about April 26, 2013, subject to regulatory approvals.

Pretium intends to use the proceeds of the Offering to fund work at its Brucejack Project, including the completion of the planned 10,000-tonne bulk sample and underground drilling program at the Valley of the Kings, ongoing permitting activities, and the acceleration of other activities which will advance the high-grade gold Valley of the Kings into development.

Pursuant to the subscription agreement, LMM will be entitled to nominate one person to be appointed to the board of directors of Pretium and will have a pre-emptive right to participate in any future equity financings of Pretium.

LMM is not permitted to trade the Purchased Shares for a period of four months plus one day from the closing of the Offering. The Purchased Shares described herein have not been, and will not be, registered under the United States Securities Act of 1933, as amended, and may not be offered or sold within the United States absent registration or an applicable exemption from the registration requirements of such Act.

We seek Safe Harbor.

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Sie machen es richtig - Financing, Einbindung des Geldgebers in das Direktorenboard. Jetzt sollten alle Zweifel an der Fertigtellung 10,000-tonne bulk sample ausgeraeumt sein.

Pretium Resources: CEO Interview


Apr 19, 2013 | Posted by: Tommy Humphreys

Upcoming feasibility study and bulk sample test could prove mining legend Bob Quartermain has struck gold again with Pretivm’s Valley of the Kings discovery.
Pretivm Resources’ Valley of the Kings discovery on the Brucejack property in Northern B.C. is just about the best Canadian gold project in the hands of a development company right now. It’s got grade, size, low CapEx and ease of permitting all going for it.

The recent sell off in gold and related equities has taken no prisoners — like most other companies in the market, Pretivm shares have fallen over 60% this year (Stock Profile - TSX:PVG & NYSE:PVG) .

In light of the downturn, we wanted to get a better sense of the project and the opportunity it offers, so we turned to CEO Bob Quartermain for the Pretivm lowdown. We also had the privilege of getting a better sense of the veteran explorer behind the project along the way.

Pretium’s Quartermain

Born and raised in New Brunswick, Canada, Bob Quartermain developed a passion for the Canadian north as a young man, and has been an exploration geologist focused there ever since. His big break happened in 1980 with the Hemlo gold discovery in Northern Ontario. Quartermain, as project manager, spent three years drilling off the David Bell mine for Teck Resources (Stock Profile - TSX:TCK.B & NYSE:TCK) and contributed to the underground mine plan that would eventually yield one of Canada’s most profitable gold mines.

It was a phone call from the young Quartermain that set off the market frenzy — he and Bruce Durham were the first to recognize the significance of the First Goliath drill core. “You could just see it. It was this moly-rich, sucrosic, beautiful, grayish-blue gold bearing rock. We started opening drill core boxes — and each box contains 15 feet of core — and we ultimately opened up six of them: 90 feet in total, and it was all the same moly-rich rock.”

The young geologist went to the nearest payphone to relay a rough visual assay of 90 feet of 1/4 ounce per tonne gold to his employer Teck. “The person on the other end of the phone didn’t seem so impressed,” Quartermain recalled. But by the time he got back to his hotel room, there were frantic messages for him to call the president of the company.

The market in Vancouver went wild. Soon, penny shares of Hemlo area companies were trading as high as $90. When true assays of the drill core came out to 92 feet of .256 ounces gold, Quartermain’s intuition was validated. From that point on, his company and others trusted him.

After Hemlo in 1985, the humble Maritime geologist took the reigns of Silver Standard (Stock Profile - TSX:SSO & NASDAQ:SSRI), another Teck company. By the time Bob retired in 2010, it was a $2 billion silver producer; it had started at just $1.8 million.


Bob Quartermain - CEO
“When I came to Vancouver, I didn’t own a suit, I’d never read a balance sheet, never met a lawyer, and I only knew one broker. But they threw me in the fray of running a junior company, and it panned out, because we focused on sound geology.” With the backing of investors like Rick Rule and Jim Blanchard, the company grew by exploration and acquisition.

Sound geology is what led Quartermain to purchase the Brucejack property from Silver Standard in 2010. He wanted out of retirement and was convinced it was one of the best gold exploration projects in the world.

Brucejack was sold, along with the neighboring Snowfield project (which contains a staggering 34 million ounces of low grade gold — a proxy on a higher gold price) to Pretivm for approximately $450 million in cash and shares. But the focus has always been on locating the potential high grade gold at Brucejack.

In the two and a half years since the sale, Pretivm has defined a spectacular high-grade resource. “In 2009 we had 400,000 ounces of gold and 16 million ounces of silver at Brucejack. The Valley of the Kings area at that time just had a half a dozen drill holes. Between 2010 and 2012, we drilled 174,000 meters and now have over 8.5 million ounces at 16.4 grammes per tonne gold open at depth and in all directions.”

In this day and age, gold projects with the richness and size of Brucejack and the jurisdictional advantage of being in Canada and close to current and former mines like Eskay Creek are rare. Pretivm is in a league of its own among junior companies.

Analysts at BMO seem to agree, commenting that Brucejack is “the right size for the current market environment.” Its underground mine will be finished in 2016; Quartermain says it is projected to cost approximately 600 million dollars and yield over 400,000 ounces of gold per year.

Pretivm clearly beats out the other large-scale gold projects in Canada — almost all of which are low grade, requiring Capex in the multiple billions, which isnt realistic in today’s market environment.

Presently, ten research firms are covering the company with an average target price of greater than $20 per share. Shares in PVG last traded at $6.01.

We contacted economic geologist and editor of Exploration Insights’ Brent Cook to explain this disconnect. Cook told us, “The question everyone has is continuity of the high grade. Bob is addressing that via a bulk sample. The results should answer a lot of people’s questions. I’m actually pretty interested in Brucejack and would love to visit the project this year.”

Results from a 5×5 meter bulk sample from the pay zone at the Valley of the Kings are expected in the second half of 2013. A feasibility study on the economics of Brucejack is also expected early this summer, rounding out the near-term catalysts.

Infrastructure (there is road access), water (they’ll likely generate their own water underground – it’s a wet area), permitting and politics are less of a worry to Quartermain and analysts. Grade continuity is the main focus. If demonstrated, along with expected and positive economics, Brucejack could be one of the few bright spots in the mining industry in 2013.

I asked Quartermain whether his plan was to sell Brucejack or develop it into a mine. He told me his plan is to get the best value possible. “Two years ago, selling the project may have been very likely,” he said. “Right now the major companies are focusing on organic pipelines, and their interest will depend on the bulk sample and feasibility. If they both deliver what we feel they will, the project will be very robust, and we think they’ll be interested.”

The fact that Quartermain built Silver Standard into a profitable precious metals producer makes us confident that if they can’t find a buyer, they can move toward its stated 2016 production commencement timeline on its own.

We chatted for a few more minutes before Bob had to leave Vancouver for Europe, then on to the Middle East to catch up with investors. “It’s important to see the owners of the company, and we like to visit our large investors a few times per year,” he told us.

“There hasn’t been another Hemlo find, and I was fortunate to sit on that discovery. Brucejack may be as significant,” Quartermain said. “I should be so lucky.”

The Prospectors and Developers Association of Canada seem to agree with Quartermain, having awarded Pretivm the 2013 Bill Dennis Award for a prospecting success.

http://www.miningfeeds.com/2013/04/19/pretium-resources-ceo-interview/

Int'l Speculator says hold or buy Pretium

Pretium Resources Inc (C:PVG)
Shares Issued 96,476,186
Last Close 4/17/2013 $5.71
Thursday April 18 2013 - In the News

The International Speculator, in its April 4, 2013, issue, says hold or buy Robert Quartermain's Pretium Resources Inc. at $7.56, officially, "Hold/buy first tranche/prepare stink bid." The newsletter said buy on Feb. 7, 2011, at $6.42. It then said sell some -- perhaps half -- on March 4, 2011, at $12.33. Assuming a $1,000 investment, the half sell yielded a one-month profit of $439 and left shares, which cost $500, worth $949. It then said buy three more times between Sept. 5, 2011, and Dec. 6, 2012, at prices ranging from $9.96 to $16.69. Assuming three more $1,000 purchases, and taking into consideration the $500 investment remaining from the Feb. 7, 2011, sell, the $3,500 position is worth $2,336. The writer notes that Pretium has around $26-million in cash and he says the stock is "on sale." The company continues to make progress on its Valley of the Kings project, part of the Brucejack gold property in Northern British Columbia. The focus of activity is its very high-grade gold deposit underground. Fellow newsletter writer Jay Taylor said buy Pretium three times between Jan. 17, 2011, and Sept. 17, 2012, at prices ranging from $6.45, to $15.55, in his Gold, Energy & Tech Stocks.

Martin Stephan u.a. ueber Pretium


Goldminen-Aktien: „Volle Kapitulation“ in Reichweite!
....
Die drei Explorer, die über entsprechend große Goldfunde verfügen sind Exeter Resource, International Tower Hill Mines und Pretium Gold - und ihre Aktienkurse kollabieren! Zwar besitzen die großen Goldproduzenten genügend Geld um diese Firmen zu übernehmen und sogar den Projektausbau inklusive Minenerrichtung zu gewährleisten, es fehlt allerdings der Mut für so eine weitreichende Entscheidung. Solange dies so ist, wird sich die Goldminenbranche kaum am eigenen Schopf aus dem Schlamassel ziehen, sondern vielmehr immer tiefen hineinrutschen.


http://www.investor-verlag.de/goldminen-aktien-volle-kapitul…

Antwort auf Beitrag Nr.: 44.441.151 von hingucker am 16.04.13 12:00:23im Schrottbudenbereich

Es gab in den vergangenen Jahren viele spektakulaere Kursgewinne (siehe Gabriel, CAN, SOL, WML, DRI, TV, PVG, FR, SSO) - man muss lernen und auch damit umgehen können, dass der Explorermarkt seit einiger Zeit (und vermutlich auf Dauer) vorbei ist. Das gilt auch eingeschraenkt (weniger Kapital noetig, hoehere Grade, Wahrscheinlichkeit einer Mine höher fuer PVG).

Bitte nun zurueck zum Thema Pretium - ich moechte hier nicht bestaendig angeranzt werden, da bekommt man ja schon beinahe das Gefühl das man es mit Asozialen zu tun hätte.

Antwort auf Beitrag Nr.: 44.440.803 von boersenbrieflemming am 16.04.13 11:21:52...Im Uebrigen ist das hier ein Thread, der Pretium behandelt. Bitte halte dich etwas am Thema.

Diese Aufforderung als Schlußsatz eines Postings, in welchem du zum gefühlt 64sten Mal eine Passage aus einem externen englischsprachigen Board zitierst, das ist schon sehr bemerkenswert.

Lustisch finde ich deine Bemerkung, dass du dein Geld nicht damit verdienst Schrottbuden schoen zu schreiben.

Deine bevorzugten Schoenschreibepostings sind aber nun mal schon seit Jahren im Schrottbudenbereich anzusiedeln (siehe Liste deiner Empfehlungsthreads in deinem Profil).

Antwort auf Beitrag Nr.: 44.440.197 von hingucker am 16.04.13 10:23:36Womit verdient er sich dann wohl sein Geld?

Jedenfalls nicht damit Schrottbuden in Foren schoen zu schreiben und diese Dienste dann gegen Bezahlung anzubieten.

("... please contact me under seabridgegold@gmx.de options and shares are also welcome.").
Quelle: (41.158.172)

Im Uebrigen ist das hier ein Thread, der Pretium behandelt. Bitte halte dich etwas am Thema.

Zitat von valueinvestor

Zitat von boersenbrieflemmingmein Engagement bei Explorern ist derzeit das geringste seit 2003.

Vor einer Woche wäre diese Aussage wenigstens originell gewesen.
Gleichwohl: Deine Aktienauswahl in diesem Sektor muss zwangsläufig dazu führen, dass dein Engagement in Explorern immer weniger Wert ist.

Das ist schon sehr bemerkenswert. Schaut man sich sein Profil an, tummelt er sich nur im Explorerbereich. Ist aber nur marginal investiert . Womit verdient er sich dann wohl sein Geld?
Auch seine Shares im Musterdepot, welches er als Ausbildungsversicherung für seinen Sohn angelegt hat, sind, wenn ich das richtig in Erinnerung habe, ausschließlich Explorerwerte.

Na ja, was solls.

Antwort auf Beitrag Nr.: 44.439.117 von valueinvestor am 16.04.13 08:20:01Bei Explorern versuche ich mich immer danach zu richten, wer eine Chance hat eine Mine zu werden (oder entsprechend zu verkaufen). Bei Pretium sehe ich als einziges Projekt hier eine realistische Chance auf beide Möglichkeiten.

Im Gegensatz zu vielen Analysten, die nun Gold tot schreiben, sehe ich das etwas entspannter und gehe mit den vielen Analystenmeinungen (Gold unter 1000 Dollar) nur bedingt konform - auch wenn hier nun saemtliche technischen Unterstuetzungen durchbrochen worden sind und ich in der letzten Woche fest damit gerechnet habe, dass die 1525 hält. Die phsysische Nachfrage bei den Kleinanlegern scheint hoch zu sein (und die Situation erinnert mich an 2008).

Westgold

Die Edelmetallhandelsfirma Westgold (www.westgold.de) wird am Freitag und über das Wochenende von einer Kaufwelle überrannt. Die Zahl der Kaufaufträge liegt um etwa 500 % über dem Durchschnitt der letzten Monate.

https://www.westgold.de/pages/daily

Zitat von boersenbrieflemmingmein Engagement bei Explorern ist derzeit das geringste seit 2003.

Vor einer Woche wäre diese Aussage wenigstens originell gewesen.
Gleichwohl: Deine Aktienauswahl in diesem Sektor muss zwangsläufig dazu führen, dass dein Engagement in Explorern immer weniger Wert ist.

Antwort auf Beitrag Nr.: 44.435.755 von hingucker am 15.04.13 19:09:17Also, wenn die Aktie seitdem knapp 9% verloren hat - so performte sie noch besser als Gold seit Freitag. Es ist aber auch nicht so wichtig, mein Engagement bei Explorern ist derzeit das geringste seit 2003.

Antwort auf Beitrag Nr.: 44.396.239 von boersenbrieflemming am 09.04.13 19:20:32...Pretium liegt derzeit bei guten 6% im Plus - ich lag also mit meinen Kaeufen am 8.4 goldrichtig.

Kein Kommentar.

Antwort auf Beitrag Nr.: 44.407.623 von valueinvestor am 11.04.13 08:44:29unsichere Jurisdiktionen sind ein erheblicher Standortnachteil

Das ist richtig, die Probleme von Pasqua Lama sind eher auch bei KSM anzusiedeln, da hier auch bilaterale Besprechungen notwendig sind und der Einfluss auf die Umwelt entsprechend groesser, da man dort mit Lowlow-Grades arbeiten muss und die Tonnage fuer dieses hochsensible Gebiet (Unuk River) vermutlich nicht zu handeln ist.

Das alles erhoeht neben Gletschern eben gerade die Probleme und hat mit Pretium nichts zu tun, da man hier mit 2700 t/d Tonnage auskommt, waehrend bei KSM guenstig geschaetzt 180.000 t/d notwendig waeren.

Mit Pretium also nicht vergleichbar und Snowfield wurde ja auf Eis gelegt (was vermutich am "ecological Footprint) lag.

Barrick hat auch einen Baustopp für Pasqua Lama verhängt bekommen - unsichere Jurisdiktionen sind ein erheblicher Standortnachteil. Diese Sondersituation mit Pretium zu vergleichen ist hanebüchen.

Dafuer das eine Barrick gestern so abgeschlachtet wurde (-8,65%), haelt sich Pretium sehr gut. Es ist ein schwieriger Markt.

7.19 -0.08 -1.1%