Rohstoffaktien-Depot mit langfristansatz Strategie ( Seite 63)

Hallo Zyperus,

vielen Dank für deine schnellen und ausführlichen Antworten. Du bist ein wirklich sehr guter Gastgeber. Ausgezeichneter Thread.

Du hast ne verhältnismäßig große SLX Posi aufgebaut- Ziel ist 0,44 Euro, dann Teilverkauf. Darf ich fragen, wieso SLX?

Ich wollte mich Ahornes Frage anschließen, ob du denn bei stürmischer See, es werden bestimmt solche Phasen kommen, nicht Cash aufbaust?

Liebe Grüße und einen schönen Abend.

Oops, hab mir deinen entsprechenden Beitrag bez SLX Kauf nochmal durchgelesen und meine erste Frage selbst beantwortet.

Sieh mir die Unaufmerksamkeit bitte nach. Es ist nicht mehr ganz so früh.

So long..

Neus von Lake Shore Gold :


Lake Shore Gold and Franco-Nevada Enter Agreement for $50 Million Royalty and Equity Investment
02/08/2012
Download this Press Release (PDF 99 KB)
TORONTO, ONTARIO--(Marketwire - Feb. 8, 2012) - Lake Shore Gold Corp. (TSX:LSG) (NYSE Amex:LSG) ("Lake Shore Gold" or the "Company") today announced that the Company has entered into an agreement (the "Agreement") with Franco-Nevada Corporation (TSX:FNV)(NYSE:FNV) ("Franco-Nevada") through which Franco-Nevada will pay to the Company US$35 million for a 2.25% net smelter return ("NSR") royalty on the sale of minerals from the Company's Timmins West Complex. In addition, Franco-Nevada will pay C$15 million to acquire 10,050,591 common shares of the Company on a private placement basis, with the purchase price per share of C$1.49 representing a 5% premium to the 10-day volume weighted average price.

Tony Makuch, President and CEO of Lake Shore Gold, commented: "We are happy that, following an assessment of our Timmins West Complex, Franco-Nevada has decided to join us as a new shareholder and to invest in the future of this Complex. Timmins West continues to demonstrate considerable potential for both near-term profitable production and longer term exploration success. The $50 million we will receive provides valuable capital to support the ongoing development of our mines and projects as we progress towards rapid production growth later this year, including the completion of our mill expansion to 3,000 tonnes per day. We have been diligent in pursuing capital alternatives that do not significantly dilute existing shareholders, and believe our arrangement with Franco-Nevada accomplishes that objective."

David Harquail, President and CEO of Franco-Nevada, commented: "We are very pleased to acquire an interest in the currently operating Timmins West Complex, which has a significant production expansion underway and has excellent resource growth potential in the prolific Timmins Gold camp."

Royalty Arrangement

Under terms of the royalty agreement, the Company will receive US$35 million for a 2.25% NSR royalty on production from the Company's Timmins West Complex. The Timmins West Complex includes the Company's Timmins and Thunder Creek deposits (collectively the Timmins West Mine), the 144 property, the Thorne property (Gold River Trend) as well as a number of wholly owned and joint venture claims on the west side of Timmins, Ontario.

Equity Investment

Lake Shore Gold will issue and sell to Franco-Nevada 10,050,591 common shares of the Company for C$15 million on a private placement basis. The price of C$1.49 per share represents a 5% premium to the volume weighted average trading price for Lake Shore Gold's common shares on the Toronto Stock Exchange for the 10 trading days immediately preceding the announcement of the Agreement.

The Agreement is subject to standard conditions, including the approval of the Toronto Stock Exchange for the share issuance, with closing anticipated prior to the end of February, 2012.

BMO Capital Markets has acted as financial advisor to Lake Shore Gold in connection with the Agreement with Franco-Nevada.

About Lake Shore Gold

Lake Shore Gold is a rapidly growing mining company with a vision to become a mid-tier gold producer through the successful exploration, development and operation of its properties in and around the century-old Timmins Gold Camp. The Company is in commercial production at the Timmins Mine, has commenced pre-production development at the adjacent Thunder Creek deposit, and is advancing an underground advanced exploration program at its Bell Creek Mine. Mine production is delivered to the Company's wholly owned mill (located on the Bell Creek Property east of Timmins) which is operational at a capacity of 2,000 tonnes per day and is currently being expanded to 3,000 tonnes per day with completion targeted for late 2012. The Company continues to invest aggressively in exploration at its multiple properties in and around the Timmins Camp. The Company's common shares trade on the TSX and NYSE Amex under the symbol LSG.

Research zu Orvana Minerals von OB Research
Stand 04.10.2011

http://top40goldstocks.com/companies/orvana/OBR_OrvanaMinera…

Guten Morgen im Wohnzimmer, hallo zyperus !

Der von Dir als potentieller frontrunner avisierte Wert " Minotaur explorations" scheint das bestätigen zu wollen - heute wieder über 5% plus trotz insgesamt verhaltenen Marktes und schon schöner Gewinn seit Deinem Hinweis, danke !
( In Dt. A0DQV9 )

Gruß

stefanna

Antwort auf Beitrag Nr.: 42.720.331 von manffreddoo am 08.02.12 16:28:03hallo manffreddoo,
...zu dem thema coal....ich habe hier einige wenige unbekannte
im focus, z.b. metrocoal...die müssen erst charttechnisch für mich
auf die beine kommen...seit dez seitwärts über 0,6 aud wird mertocoal für mich interessant.

altona energy: von der hp

Altona Energy is dedicated to creating shareholder value and wealth. It's mission is to develop profitable, value added projects from world scale energy resources, with a current focus firmly on the evaluation and development of the company’s huge coal resources in the Arckaringa Basin of South Australia.

The Company’s flagship Arckaringa Project ticks all the boxes as a major Australian development project for the 21st century.

•A modern, combined-cycle power station adding 560Mw to the national grid
•A resource equivalent to 7.8 billion barrels of clean-burning fuel for Australia and the world
•Feedstock for the production of many high-value products ranging from fertilisers to plastics

•Thousands of jobs in the construction stage and a permanent workforce of nearly 800 in production

•Potential water supply to open up the vast northern tracts of South Australia to industry and agriculture

•Infrastructure and power to support the coming northern mining boom

•The opportunity to create a world-leading Carbon Capture and Storage (CCS) facility for the management of greenhouse gases.
Arckaringa is the right project at the right time for South Australia.

Corporate Overview
Altona listed on the AIM London Stock Exchange in March 2005. It has a strong management team with many years experience in investment, mining and the energy industry globally.

Through its wholly owned subsidiary Arckaringa Energy Pty Ltd, Altona holds a 49% interest in three exploration licences covering 2,500 sq. kms in the northern portion of the Permian Arckaringa Basin in South Australia including three coal deposits – Westfield (EL4511), Wintinna (EL4512) and Murloocoppie (EL4513). All three deposits lie close to the Adelaide to Darwin railroad and the Stuart Highway.

The company’s chief aim is to commercialise the Arckaringa coal-to-liquids and power project. Altona has forged a Joint Venture with CNOOC New Energy Investment Co., Ltd., a subsidiary of the China National Offshore Oil Corporation (CNOOC), to complete the Project Bankable Feasibility Study and expedite the project's development.

altona energy ist ein hier recht unbekannter wert...für mich erste wahl...könnte im depot erscheinen...

white energy....besitzen eine revolutionäre technik namens
white coal technology...in diesem wird aus minderwertiger in einer art
extruder hochwertige thermo-coal gemacht...

von der hp....

Coal currently fuels about 40% of electricity worldwide, and in many countries such as China this figure is much higher at approximately 70%.

Rapidly developing countries, such as China and India, are building new power plants continuously to satisfy population growth and economic advancement. China is building the equivalent of two 500 megawatt coal fired power plants per week, and a capacity comparable to the entire United Kingdom power grid each year. Large coal consumers such as China, India and the United States have begun to seek out new sources of supply and identify ways to improve efficiency of coal consumption.

Despite its vast abundance and low cost to mine, there are a number of negative aspects associated with the use of coal:

•Coal combustion releases CO2 into the atmosphere;
•Coal is a major source of other pollutants such as SO2 and NOx;
•Dust from coal transportation causes environmental, economic and logistical problems; and
•Due to its high carbon content the use of coal will increasingly attract penalties and associated taxes.
To address these challenges new technologies are needed to drive innovation in the production, combustion and emissions control of coal. White Energy aims to improve the environmental profile of coal while maintaining and expanding its role as a prime fuel for electrical power generation. New coal technologies will need to be harnessed to ensure the continued supply of affordable energy while conforming to more stringent environmental regulations and standards.

As the world adapts to a low carbon future, White Energy is well positioned to provide a technology based solution that addresses this reality by enhancing the energy efficiency of coal and reducing the volumes consumed. A number of key factors in recent years have made the market for White Energy’s coal upgrading technology highly favourable.

These factors include the following:

•World demand for coal is growing steadily.
•Hard coals are depleting more rapidly than soft coals; demand for higher quality hard coals is increasing at a more rapid rate as coal’s share of fossil fuel usage continues to grow in step with the growth in electricity demand globally.
•Transportation costs of low quality coals can be prohibitive, reducing the economic viability of a needed global resource.
•Coal market dynamics are changing: large consumers, such as the People’s Republic of China and India, are changing the dynamics of the energy markets – the coal markets in particular – and have begun to seek out new sources of supply with sub-bituminous coal beginning to gain attention in world markets.
•Coal needs to be clean to be viable. There is an increasing emphasis on decreasing emissions. Around the world, emissions of CO2, SOx, NOx, and Hg are coming under increased regulation.
White Energy has a technology that represents a first step in building a cleaner coal solution. White Energy’s coal upgrading process removes coal moisture and improves heat content and quality while essentially retaining the low emission profile of the feedstock coal.

dies zwei werte die ich für gut und interessant bez. eines alleinstellungsmerkmales.

altona energy watche ich seit fast 10 jahren...diese zwei finde ich ev. gut.

trotzdem halte ich immer noch "eisern" meine favoriten im iron, gold und silber thema...dies sind für mich z.z. die besten segmente...

gruß
zyperus

Antwort auf Beitrag Nr.: 42.722.609 von greedy73 am 09.02.12 02:51:54hallo greedy73,
hallo ahorne,

auf eure frage zurück zu kommen....
...ahorne kann sich an meine worte
bestimmt erinnern...

in schlechten zeiten tradet man nicht...ich schaue zu.
wenn ich dieser meinung bin...wie im dez 2010, hatte mir keiner folgen
wollen in tim's threat, hatte bis feb. 2011 gemahnt, nehmt die gewinne mit... . dies hatte ich zum beispiel auch gemacht.

bis august-september nur meine alten dauer longposi im depot.

aufgebaut die quote bis full-in...im realen wie hier bei wo mit den depots.

es gibt für mich auch in schlechten zeiten genug werte, zyklische werte oder branchen die laufen....wenn ich dort nicht sicher bin folgt ein
full-out. ganz einfach.

ich schrieb schon mal...nicht mit aller gewalt in den markt.

diese zeiten gerade halte ich für eine ausnahme...weil durch die bank in allen branchen und vielen segmenten deutlich unterbewertete titel vorhanden sind. der im dez 2011 für mich begonnen positive impuls wird, so denke ich,
bis 2013-2014 halten. bis dahin sind/werden eine vielzahl der explorer die im anfangsprod. stadium sind produzenten sein. soviel wie zur zeit gebohrt wird
kann es ab 2014-15 teils wieder zu einem angebotsüberhang kommen...dies sehe ich bei gold und silber nicht so. iron muss man den pries im auge behalten...

seltene erden oder kupfer halte ich für künstlich übertrieben, uran halte ich mich aus gewissensgründen fern.

coal könnte ein thema werden...beim coal sind aber meist immense kosten der zukunft zu berücksichtigen....diese eingriffe in die infrastruktur sind immens. mir sind zur zeit unternehmen der prod. absehbar ist, die finanzierung und die resource nachvollziebar und eine vernünftige laufzeit hat am liebsten. explorer in früh stadien könnten unter dem schwulst der masse die ab 2013 produziert untergehen...bez. das geld fehlen. wer wird noch gigantische neue resourcen fördern wenn absehbar der bedarf gedeckt sein wird. was in den letzten jahren alles weltweit erbohrt wurde habe ich in noch keinem jahr oder jahrzent nachvollziehen können.

also full in, in für mich vertretbaren phasen...guten zeiten.
ich hatte schon jahre in denen es nur ein zeitfenster von tagen/wochen gab.
um vernünftige ek zu bekommen. dies ist zur zeit nicht der fall.
wenn ja...kommt alles weg....und ich schaue zu.

gruß
zyperus

gruß
zyperus

Antwort auf Beitrag Nr.: 42.722.643 von northfoxblues am 09.02.12 03:29:41hallo nothfoxblues,
danke gute news...

"We are happy that, following an assessment of our Timmins West Complex, Franco-Nevada has decided to join us as a new shareholder and to invest in the future of this Complex. Timmins West continues to demonstrate considerable potential for both near-term profitable production and longer term exploration success. The $50 million we will receive provides valuable capital to support the ongoing development of our mines and projects as we progress towards rapid production growth later this year, including the completion of our mill expansion to 3,000 tonnes per day

gruß
zyperus