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Feedback
www.dmcmining.com.au
die entscheidende Nachricht, vorletzte glaub ich
www.dmcmining.com.au/asx_announcements.php?d=1&d1=1&d2=1&d3=…
das Management scheint mit erfolgreichen Biographien
aufwarten zu können.
www.dmcmining.com.au/directors.php
Auszüge:
"Acquisition of the Mayoko Iron Ore Project
HIGHLIGHTS
• DMC has been granted 80% of the Mayoko Iron Ore Project
located in The Republic of The Congo (“Congo –
Brazzaville”).
• Project area covers 1000km2 of the Precambrian Congo
Craton in West Africa which has A$6.2 bill of infrastructure
committed or planned by other parties in the region.
• Previous studies indicate an exploration target of 750MT to
800MT within the Mayoko License area.
• Accessible heavy haulage rail within 20-30km linking to a
deep water port at Pointe Noire.
• DMC to immediately prepare an exploration programme and
scoping study."
"The Board of DMC Mining Limited (“DMC”) is pleased to announce it has acquired
80% of the Mayoko Iron Ore Project (“Mayoko”) in the Republic of The Congo
approximately 300km north east of Pointe Noire on the west coast of Africa.
"Given the existing iron ore tonnages and potential for further tonnages on the
Mayoko licence, and the existing infrastructure, this is an exciting project for DMC
and its shareholders, and we will immediately put plans in place to develop an
exploration programme and scoping study" Executive Director, David Sumich said.
DMC’s priority will now be to;
1. Prepare an exploration and drilling programme based upon a desktop review
of the previous data and a on-site review.
2. Convert any previous resource to JORC compliant status, where possible.
3. Initiate a scoping study to access infrastructure and all factors affecting the
project economics.
LICENCE
The Mayoko Iron Ore exploration Licence number 7692 was granted by the Minister
of Mining, The Hon Jean Pierre Ngassaki under The Republic of the Congo Mining
Code (2005).
ACQUISITION COSTS
DMC has agreed to the following consideration to consultants in relation to the
acquisition of the Mayoko Iron Ore Project.
On completion on DMC’s agreed review period, DMC will pay AUD$500,000 plus issue
3,333,333 DMC shares and 11,000,000 DMC $0.20 options expiring 30th June 2009.
DMC will pay/issue further consideration as follows:
Upon DMC attaining a market capitalisation of AUD$25,000,000 DMC will issue
4,250,000 DMC Shares.
Upon DMC attaining a Market Capitalisation of AUD$50,000,000 DMC will issue
4,250,000 DMC shares.
Upon DMC making an announcement to the ASX of the discovery of a
400,000,000 tonne JORC inferred resource, DMC will issue 3,333,333 DMC
shares.
Upon execution of the Mining Convention DMC will issue 2,000,000 DMC
Shares.
The Mining Convention is understood to include the Mining Licence, Commercial
Agreements with the Government and approved Environment Impact Assessment
Studies.
GEOLOGICAL (TECHNICAL) SUMMARY
GEOLOGICAL SETTING
The area lies over the Precambrian Congo Craton of West Africa. The area consists of
meta-sedimentary rocks that have been metamorphosed up to granulite facies and
are around 2,540 million years old.
The rocks of interest consist of
a) fresh ferruginous quartzites
b) disaggregated altered ferruginous quartzites
c) ferruginous crust (Chapeau de Fer)
d) colluvium, consisting of materials accumulated at the base of the slope of the
hills, made by the disaggregation of the ferruginous quartzites
Enrichment of iron occurs within deeply weathered iron-rich metamorphic rocks, that
have been termed “Chapeau de Fer” Or hats of iron.
A Chapeau de fer is a surface area consisting of an exposed and oxidized metal
deposit. In the field it looks more or less like a honeycomb consisting of yellowish to
reddish brown colours. The hat is rich in iron oxides and hydroxides formed by
weathering. The primary iron minerals are haematite and limonite.
Much of the early geological information for the area was obtained from a UN
sponsored program carried out in the Mayoko- Mount Lekoumou during 1974-75 by
the GEOMIN staff from Bucharest Romania.
PREVIOUS EXPLORATION WITH THE MAYOKO LICENSE
Over 40 drill holes, assays and chemical analysis was carried out by I.C.E.S Geomin
Bucharest (“ICES”) during 1974 and 1975. Further exploration work has been carried
out by French company Bureau De Recherches Geologique et Minieres (“BRGM”)
during the 1980’s.
ICES GEOMIN BUCHAREST REPORT
DMC has obtained the original complete report along with drilling logs, chemical
assay reports and cross section maps.
CONCLUSIONS OF THE ICES REPORT INCLUDE;
• A potential tonnage of approximately 750MT - 800MT exists 1.
• Much of the Fe tonnage is within close proximity (20-30km) to existing rail
network.
• Both hematite and magnetite tonnage exists.
• Grades range from 35-45% for the magnetite and 50-60% for the hematite.
• Based on chemical analysis of samples, much of the tonnage is suitable for
industrial use.
1. DMC considers the 750MT - 800MT potential tonnage to be an exploration target as defined under the JORC code"
Also ein paar Sachen will/muss ich glaub ich anmerken:
Ist im Congo, sollte man sich bewusst sein,
derzeit würde ich es komplett mit Aussicht auf die
Bestätigung der vermuteten Resourcen auf Mayoko Iron sehen,
beim Rest dürfte schwer abzusehen sein, was sich da ergibt.
Anbindung ist grundsätzlich gegeben,
in der Umgebung existieren auch 2 andere größere
Eisenerzdesposits, eines von Fortescue.
Sollte sich das in etwa bestätigen, vielleicht eine Resource
von über 200Mio t Eisenerz,
naja, solche Unternehmen sollten bei erfolgreichem Werdegang
eigentlich mindestens Bewertungen von einigen 100Millionen
erreichen, m. A. nach.
Möchte hier keine falschen Ziele, Vorstellungen o.ä. ausgeben,
deswegen werd ich auch immer im Konjunjtiv bleiben,
aber halt die -sehr großen- Chancen darlegen,
die meinem Eindruck nach absolut gegeben sind.
Als vielleicht letztes noch,
beschäftige mich etwa erst ein Jahr mit der Börse,
bin also keinesfalls ein alter Hase,
will nur m. E. große Chancen vorstellen
-aber unbedingt ein eigenes Bild machen!!
Ich selbst möchte mir am liebsten Storys im Frühstadium,
durchaus etwas spekulativ -dafür aber mit möglichst
"BlueSky" -Potenzial raussuchen
...ich denke, daß dürfte hier eine sein.
das wars glaub ich
-war mir aber wirklich nochmal wichtig zu erwähnen.
Viel Spass -und Erfolg!, Popeye
die entscheidende Nachricht, vorletzte glaub ich
www.dmcmining.com.au/asx_announcements.php?d=1&d1=1&d2=1&d3=…
das Management scheint mit erfolgreichen Biographien
aufwarten zu können.
www.dmcmining.com.au/directors.php
Auszüge:
"Acquisition of the Mayoko Iron Ore Project
HIGHLIGHTS
• DMC has been granted 80% of the Mayoko Iron Ore Project
located in The Republic of The Congo (“Congo –
Brazzaville”).
• Project area covers 1000km2 of the Precambrian Congo
Craton in West Africa which has A$6.2 bill of infrastructure
committed or planned by other parties in the region.
• Previous studies indicate an exploration target of 750MT to
800MT within the Mayoko License area.
• Accessible heavy haulage rail within 20-30km linking to a
deep water port at Pointe Noire.
• DMC to immediately prepare an exploration programme and
scoping study."
"The Board of DMC Mining Limited (“DMC”) is pleased to announce it has acquired
80% of the Mayoko Iron Ore Project (“Mayoko”) in the Republic of The Congo
approximately 300km north east of Pointe Noire on the west coast of Africa.
"Given the existing iron ore tonnages and potential for further tonnages on the
Mayoko licence, and the existing infrastructure, this is an exciting project for DMC
and its shareholders, and we will immediately put plans in place to develop an
exploration programme and scoping study" Executive Director, David Sumich said.
DMC’s priority will now be to;
1. Prepare an exploration and drilling programme based upon a desktop review
of the previous data and a on-site review.
2. Convert any previous resource to JORC compliant status, where possible.
3. Initiate a scoping study to access infrastructure and all factors affecting the
project economics.
LICENCE
The Mayoko Iron Ore exploration Licence number 7692 was granted by the Minister
of Mining, The Hon Jean Pierre Ngassaki under The Republic of the Congo Mining
Code (2005).
ACQUISITION COSTS
DMC has agreed to the following consideration to consultants in relation to the
acquisition of the Mayoko Iron Ore Project.
On completion on DMC’s agreed review period, DMC will pay AUD$500,000 plus issue
3,333,333 DMC shares and 11,000,000 DMC $0.20 options expiring 30th June 2009.
DMC will pay/issue further consideration as follows:
Upon DMC attaining a market capitalisation of AUD$25,000,000 DMC will issue
4,250,000 DMC Shares.
Upon DMC attaining a Market Capitalisation of AUD$50,000,000 DMC will issue
4,250,000 DMC shares.
Upon DMC making an announcement to the ASX of the discovery of a
400,000,000 tonne JORC inferred resource, DMC will issue 3,333,333 DMC
shares.
Upon execution of the Mining Convention DMC will issue 2,000,000 DMC
Shares.
The Mining Convention is understood to include the Mining Licence, Commercial
Agreements with the Government and approved Environment Impact Assessment
Studies.
GEOLOGICAL (TECHNICAL) SUMMARY
GEOLOGICAL SETTING
The area lies over the Precambrian Congo Craton of West Africa. The area consists of
meta-sedimentary rocks that have been metamorphosed up to granulite facies and
are around 2,540 million years old.
The rocks of interest consist of
a) fresh ferruginous quartzites
b) disaggregated altered ferruginous quartzites
c) ferruginous crust (Chapeau de Fer)
d) colluvium, consisting of materials accumulated at the base of the slope of the
hills, made by the disaggregation of the ferruginous quartzites
Enrichment of iron occurs within deeply weathered iron-rich metamorphic rocks, that
have been termed “Chapeau de Fer” Or hats of iron.
A Chapeau de fer is a surface area consisting of an exposed and oxidized metal
deposit. In the field it looks more or less like a honeycomb consisting of yellowish to
reddish brown colours. The hat is rich in iron oxides and hydroxides formed by
weathering. The primary iron minerals are haematite and limonite.
Much of the early geological information for the area was obtained from a UN
sponsored program carried out in the Mayoko- Mount Lekoumou during 1974-75 by
the GEOMIN staff from Bucharest Romania.
PREVIOUS EXPLORATION WITH THE MAYOKO LICENSE
Over 40 drill holes, assays and chemical analysis was carried out by I.C.E.S Geomin
Bucharest (“ICES”) during 1974 and 1975. Further exploration work has been carried
out by French company Bureau De Recherches Geologique et Minieres (“BRGM”)
during the 1980’s.
ICES GEOMIN BUCHAREST REPORT
DMC has obtained the original complete report along with drilling logs, chemical
assay reports and cross section maps.
CONCLUSIONS OF THE ICES REPORT INCLUDE;
• A potential tonnage of approximately 750MT - 800MT exists 1.
• Much of the Fe tonnage is within close proximity (20-30km) to existing rail
network.
• Both hematite and magnetite tonnage exists.
• Grades range from 35-45% for the magnetite and 50-60% for the hematite.
• Based on chemical analysis of samples, much of the tonnage is suitable for
industrial use.
1. DMC considers the 750MT - 800MT potential tonnage to be an exploration target as defined under the JORC code"
Also ein paar Sachen will/muss ich glaub ich anmerken:
Ist im Congo, sollte man sich bewusst sein,
derzeit würde ich es komplett mit Aussicht auf die
Bestätigung der vermuteten Resourcen auf Mayoko Iron sehen,
beim Rest dürfte schwer abzusehen sein, was sich da ergibt.
Anbindung ist grundsätzlich gegeben,
in der Umgebung existieren auch 2 andere größere
Eisenerzdesposits, eines von Fortescue.
Sollte sich das in etwa bestätigen, vielleicht eine Resource
von über 200Mio t Eisenerz,
naja, solche Unternehmen sollten bei erfolgreichem Werdegang
eigentlich mindestens Bewertungen von einigen 100Millionen
erreichen, m. A. nach.
Möchte hier keine falschen Ziele, Vorstellungen o.ä. ausgeben,
deswegen werd ich auch immer im Konjunjtiv bleiben,
aber halt die -sehr großen- Chancen darlegen,
die meinem Eindruck nach absolut gegeben sind.
Als vielleicht letztes noch,
beschäftige mich etwa erst ein Jahr mit der Börse,
bin also keinesfalls ein alter Hase,
will nur m. E. große Chancen vorstellen
-aber unbedingt ein eigenes Bild machen!!
Ich selbst möchte mir am liebsten Storys im Frühstadium,
durchaus etwas spekulativ -dafür aber mit möglichst
"BlueSky" -Potenzial raussuchen
...ich denke, daß dürfte hier eine sein.
das wars glaub ich
-war mir aber wirklich nochmal wichtig zu erwähnen.
Viel Spass -und Erfolg!, Popeye
Sollte die Resource etwa durch die Arbeiten dies Jahr bestätigt
/\
''
werden -sollte es eigentlich '' gehen würde ich
meinen, ziemlich.
Kurs derzeit: 0,53E
/\
''
werden -sollte es eigentlich '' gehen würde ich
meinen, ziemlich.
Kurs derzeit: 0,53E
/\
''
''
Mist, sollte etwa so aussehen.
Ich bin mir noch nicht wirklich sicher ob ich das
wirklich durchziehe, aber weil mich Eisenerz mit am meisten interessiert, stelle ich vielleicht mal die nächste
Zeit eine Vergleichsliste der Eisenerzler rein,
die mir zumindest interessant erscheinen.
Also alle die Eisenerzunternehmen auch interessieren
-mal die nächsten 2, 3, 4 Wochen reingucken.
Dürften schon so um die 20 werden.
''
''
Mist, sollte etwa so aussehen.
Ich bin mir noch nicht wirklich sicher ob ich das
wirklich durchziehe, aber weil mich Eisenerz mit am meisten interessiert, stelle ich vielleicht mal die nächste
Zeit eine Vergleichsliste der Eisenerzler rein,
die mir zumindest interessant erscheinen.
Also alle die Eisenerzunternehmen auch interessieren
-mal die nächsten 2, 3, 4 Wochen reingucken.
Dürften schon so um die 20 werden.
Eher noch einige mehr.
Oh mann, das wird richtig richtig lang.
Oh mann, das wird richtig richtig lang.
Spekulationen auf ähnlich große Funde -in der Größenordnung um
die 200Mio t Eisenerz- gibt es seit kurzem auch hier
-woraufhin beide auch durch die Decke gegangen sind:
Flinders Diamonds Ltd., AU000000FDL3
HAOMA MINING N.L., AU000000HAO9
Ich will nur mal unbedingt unterstreichen, was Werte mit
Resourcen in etwa solchen Größenordnungen -m. Erachtens-
für ein riesen, riesen Potenzial haben!!,
deswegen werd ich mal demnächst zum Verdeutlichen ein paar Werte
hier aufführen, die mal mögliche Aussichten verdeutlichen sollten.
Aber unter dem Strich zählt für mich eh
-mir ist doch echt egal, wer was kauft +was nicht,
ich bin einfach nur froh, die entdeckt zu haben.
Sollte sich das bestätigen, dann dürften die m. E.
auf längere Sicht als spottspottbillig anzusehen sein.
die 200Mio t Eisenerz- gibt es seit kurzem auch hier
-woraufhin beide auch durch die Decke gegangen sind:
Flinders Diamonds Ltd., AU000000FDL3
HAOMA MINING N.L., AU000000HAO9
Ich will nur mal unbedingt unterstreichen, was Werte mit
Resourcen in etwa solchen Größenordnungen -m. Erachtens-
für ein riesen, riesen Potenzial haben!!,
deswegen werd ich mal demnächst zum Verdeutlichen ein paar Werte
hier aufführen, die mal mögliche Aussichten verdeutlichen sollten.
Aber unter dem Strich zählt für mich eh
-mir ist doch echt egal, wer was kauft +was nicht,
ich bin einfach nur froh, die entdeckt zu haben.
Sollte sich das bestätigen, dann dürften die m. E.
auf längere Sicht als spottspottbillig anzusehen sein.
Trading Spotlight
Ähnliches sollte bspw. auch für Kohle gelten,
weswegen ich mir zumindest Titel
wie Waratah u.ä. unbedingt mal angucken würde.
(derzeit glaub ich etwa 2 Mrd. t Kohle
-und einfach mal auf den Kohlepreis gucken)
weswegen ich mir zumindest Titel
wie Waratah u.ä. unbedingt mal angucken würde.
(derzeit glaub ich etwa 2 Mrd. t Kohle
-und einfach mal auf den Kohlepreis gucken)
Antwort auf Beitrag Nr.: 33.002.567 von Popeye82 am 10.01.08 09:33:58Interesanter Wert, hab ihn mal auf die Watchlist gesetzt
Antwort auf Beitrag Nr.: 33.006.598 von Diego22 am 10.01.08 14:42:43Apropo:
Popeye ist dir Quinto Mining bekannt.
Haben mehrer Projekte - interssant darunter sind ein Eisen, ein Graphit und ein Nickelprojekt.
Popeye ist dir Quinto Mining bekannt.
Haben mehrer Projekte - interssant darunter sind ein Eisen, ein Graphit und ein Nickelprojekt.
Also da im Endeffekt wohl jeder was anderes interessant findet,
hab ich mir überlegt, nicht nur die Titel aufzulisten, die ich speziell interessant finde, sondern die meisten mir bekannten
Eisenerzunternehmen.
Ausgenommen sind in der Hauptsache -schon- so große,
wo das Potenzial nicht mehr allzugroß sein sollte.
Ansonsten alles dabei, von komplett Grassroot Exploration
über Unternehmen im fortgeschrittenen Stadium
bis hin(glaub ich??) zu Produzenten.
Ob ich das wirklich schaffe, die "Key Facts" zu den jeweiligen
Unternehmen noch zusammenzustellen, bin ich mir derzeit nicht
wirklich sicher, aber im Notfall könnte man das ja vielleicht in Zusammenarbeit machen??
Vorschweben würden mir als Daten und Fakten zu den Unternehmen:
-Name
-Anzahl Projekte/ Gesamtfläche
-auf welche Rohstoffe fokussiert
-derzeitige Eisenerzresource
-mögliches (ausgegebenes??)Resourcenziel
-derzeitige Bewertung anhand Resourcen
-mögliche weitere Bemerkungen,
wie z.B. andere Resourcen, interessante Shareholder,
Joint Ventures mit bemerkenswerten Partnern...
da ich soweit -noch lange- nicht bin,
hier mal erstmal nur die Auflistung der Unternehmen:
-Adriana Resources
-Advanced Explorations
-AGRICOM PLC
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Australasian Resources
-Baffinland Iron Ore Mines
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Consolidated Thompson Iron
-Continental Capital
-Cuervo Resources
-DMC Mining
-Ferraus
-Ferrowest
-Flinders Diamonds
-Gindalbie Metals
-Giralia Resources
-Golden West Resources
-Grange Resources
-Hamoa Mining N.L.
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-Mac Arthur Minerals
-Murchinson Metals
-Northland Resources
-Polaris Metals N.L.
-Raytec Metals
-Red Hill Iron
-Red Rock Resources
-Royal Resources
-United Minerals
-Talisman Mining N.L.
-Trafford Resources
-Quinto Mining Dank an Diego!
-Venture Minerals
Also auf längere Sicht will ich mich möglichst mehr in der Art
mit Titeln auseinandersetzen, sehe das mal als meinen 1sten
Versuch.
Denke ein paar werden vielleicht noch dazukommen,
aber im Gros wird es das wohl sein.
Wer weitere Eisenerztitel vorzuschlagen hat
-sehr sehr gerne!!!
Hoffe das bringt vielleicht ein bisschen was,
vielen wären deutlich weniger Titel, aber dafür recht konkrete
Empfehlungen vielleicht einiges lieber,
aber ich kann nur sagen, da sind wirklich viele viele
interessante Titel dabei
+einfach versuchen ein paar etwas genauer unter die Lupe
zu nehmen sollte sich absolut lohnen!!
(ansonsten kommt dazu ja wahrsch. noch eine Erweiterung
mit den möglichst wichtigen "Key Facts")
Ich würde meinen, daß -mit mit der richtigen Auswahl-
und vor allem auch dem richtigen Zeithorizont,
speziell auch im Eisenerzsektor viel viel
in Zukunft zu verdienen sein sollte.
alles nur meine Meinung,
Viel Spaß, Popeye
hab ich mir überlegt, nicht nur die Titel aufzulisten, die ich speziell interessant finde, sondern die meisten mir bekannten
Eisenerzunternehmen.
Ausgenommen sind in der Hauptsache -schon- so große,
wo das Potenzial nicht mehr allzugroß sein sollte.
Ansonsten alles dabei, von komplett Grassroot Exploration
über Unternehmen im fortgeschrittenen Stadium
bis hin(glaub ich??) zu Produzenten.
Ob ich das wirklich schaffe, die "Key Facts" zu den jeweiligen
Unternehmen noch zusammenzustellen, bin ich mir derzeit nicht
wirklich sicher, aber im Notfall könnte man das ja vielleicht in Zusammenarbeit machen??
Vorschweben würden mir als Daten und Fakten zu den Unternehmen:
-Name
-Anzahl Projekte/ Gesamtfläche
-auf welche Rohstoffe fokussiert
-derzeitige Eisenerzresource
-mögliches (ausgegebenes??)Resourcenziel
-derzeitige Bewertung anhand Resourcen
-mögliche weitere Bemerkungen,
wie z.B. andere Resourcen, interessante Shareholder,
Joint Ventures mit bemerkenswerten Partnern...
da ich soweit -noch lange- nicht bin,
hier mal erstmal nur die Auflistung der Unternehmen:
-Adriana Resources
-Advanced Explorations
-AGRICOM PLC
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Australasian Resources
-Baffinland Iron Ore Mines
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Consolidated Thompson Iron
-Continental Capital
-Cuervo Resources
-DMC Mining
-Ferraus
-Ferrowest
-Flinders Diamonds
-Gindalbie Metals
-Giralia Resources
-Golden West Resources
-Grange Resources
-Hamoa Mining N.L.
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-Mac Arthur Minerals
-Murchinson Metals
-Northland Resources
-Polaris Metals N.L.
-Raytec Metals
-Red Hill Iron
-Red Rock Resources
-Royal Resources
-United Minerals
-Talisman Mining N.L.
-Trafford Resources
-Quinto Mining Dank an Diego!
-Venture Minerals
Also auf längere Sicht will ich mich möglichst mehr in der Art
mit Titeln auseinandersetzen, sehe das mal als meinen 1sten
Versuch.
Denke ein paar werden vielleicht noch dazukommen,
aber im Gros wird es das wohl sein.
Wer weitere Eisenerztitel vorzuschlagen hat
-sehr sehr gerne!!!
Hoffe das bringt vielleicht ein bisschen was,
vielen wären deutlich weniger Titel, aber dafür recht konkrete
Empfehlungen vielleicht einiges lieber,
aber ich kann nur sagen, da sind wirklich viele viele
interessante Titel dabei
+einfach versuchen ein paar etwas genauer unter die Lupe
zu nehmen sollte sich absolut lohnen!!
(ansonsten kommt dazu ja wahrsch. noch eine Erweiterung
mit den möglichst wichtigen "Key Facts")
Ich würde meinen, daß -mit mit der richtigen Auswahl-
und vor allem auch dem richtigen Zeithorizont,
speziell auch im Eisenerzsektor viel viel
in Zukunft zu verdienen sein sollte.
alles nur meine Meinung,
Viel Spaß, Popeye
dazu kommen ==> Great Gold Mines
Anglesey Mining
Alberta Star Development
Felix Resources
Palladon Ventures
Sphere Investment
Monax Mining
Adelaide Resources
Pac Metals
Western Plains Resources
Hazelwood Resources
Atlas Iron
Northern Iron
macht dann...
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-AGRICOM PLC
-Alberta Star Development
-Anglesey Mining
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Atlas Iron
-Australasian Resources
-Baffinland Iron Ore Mines
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Consolidated Thompson Iron
-Continental Capital
-Cuervo Resources
-DMC Mining
-Felix Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Golden West Resources
-Grange Resources
-Hamoa Mining N.L.
-Hazelwood Resources
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-Mac Arthur Minerals
-Monax Mining
-Murchinson Metals
-Northern Iron
-Northland Resources
-Pac Metals
-Palladon Ventures
-Polaris Metals N.L.
-Raytec Metals
-Red Hill Iron
-Red Rock Resources
-Royal Resources
-Sphere Investment
-United Minerals
-Talisman Mining N.L.
-Trafford Resources
-Quinto Mining
-Venture Minerals
-Western Plains Resources
Anglesey Mining
Alberta Star Development
Felix Resources
Palladon Ventures
Sphere Investment
Monax Mining
Adelaide Resources
Pac Metals
Western Plains Resources
Hazelwood Resources
Atlas Iron
Northern Iron
macht dann...
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-AGRICOM PLC
-Alberta Star Development
-Anglesey Mining
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Atlas Iron
-Australasian Resources
-Baffinland Iron Ore Mines
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Consolidated Thompson Iron
-Continental Capital
-Cuervo Resources
-DMC Mining
-Felix Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Golden West Resources
-Grange Resources
-Hamoa Mining N.L.
-Hazelwood Resources
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-Mac Arthur Minerals
-Monax Mining
-Murchinson Metals
-Northern Iron
-Northland Resources
-Pac Metals
-Palladon Ventures
-Polaris Metals N.L.
-Raytec Metals
-Red Hill Iron
-Red Rock Resources
-Royal Resources
-Sphere Investment
-United Minerals
-Talisman Mining N.L.
-Trafford Resources
-Quinto Mining
-Venture Minerals
-Western Plains Resources
nachdem ich die vorgestellt hab, kommt noch
'New Millennium Capital dazu'.
insgesamt der schiere Wahnsinn, wobei natürlich nichts
risikofrei ist, vor allem umso größer die Chancen liegen.
Wie von Stupidgame angeführt, dürfte der Knackpunkt
wahrsch, die Capex sein, da wird man gucken müssen.
Aber für alle, die sich nicht durch zigTausende Titel
durchforsten wollen
-die würd ich mir mal angucken!!
'New Millennium Capital dazu'.
insgesamt der schiere Wahnsinn, wobei natürlich nichts
risikofrei ist, vor allem umso größer die Chancen liegen.
Wie von Stupidgame angeführt, dürfte der Knackpunkt
wahrsch, die Capex sein, da wird man gucken müssen.
Aber für alle, die sich nicht durch zigTausende Titel
durchforsten wollen
-die würd ich mir mal angucken!!
-Batavia Mining
-Mindax Limited
Antwort auf Beitrag Nr.: 33.116.576 von Popeye82 am 21.01.08 14:17:57Danke für die Arbeit - die du dir da antust!
In Zeiten wie diesen - braucht man weitblick!
Den hast du.
In Zeiten wie diesen - braucht man weitblick!
Den hast du.
Hey Danke!, naja ich versuchs.
Golden West R. kommt raus, wurden übernommen, dafür
===> Fairstar Resources Ltd. rein.
Ich werd wahrsch. mal demnächst noch ab und an
vereinzelt News zu den Unternehmen reinhauen.
Aber nicht allzuviel, nur wenn mir was ins Auge springt
+dann auch kreuz und quer gemixt.
Ich will nichts pushen, sehe aber in dem Sektor tatsächlich
riesen Chancen, wenn man sich mal einige der fortgeschrittenen
Unternehmen anschaut, da haben schon einige Kapitalisierungen
von mehreren 100Mio E(mal abgesehen von den ganz großen), einigen hiervon sollte das auch noch bevorstehen.
Sobald sich erstmal bedeutende Funde abzeichnen,
oder schon festgestellt wurden, sind ziemlich oft gleich
die Chinesen -oder zumindest andere internationale Gruppen- da(die krallen sich ja eh alles, was nicht niet-
und nagelfest ist -und was Denen in die Karten spielt).
Ist wirklich schön bei ziemlich vielen der Werte zu beobachten.
Sobald sich eine Resource von vielleicht 100Mio t Eisenerz,
am besten sogar über 200Mio abzeichnet, wirds für mich
meist automatisch gleich richtig, richtig interessant,
ist aber nur so etwa meine Orientierung,
da reicht oftmals auch einiges weniger.
Auf längere Sicht werden hier noch viele einen steilen Weg
nach oben vor sich haben, meine Überzeugung.
Golden West R. kommt raus, wurden übernommen, dafür
===> Fairstar Resources Ltd. rein.
Ich werd wahrsch. mal demnächst noch ab und an
vereinzelt News zu den Unternehmen reinhauen.
Aber nicht allzuviel, nur wenn mir was ins Auge springt
+dann auch kreuz und quer gemixt.
Ich will nichts pushen, sehe aber in dem Sektor tatsächlich
riesen Chancen, wenn man sich mal einige der fortgeschrittenen
Unternehmen anschaut, da haben schon einige Kapitalisierungen
von mehreren 100Mio E(mal abgesehen von den ganz großen), einigen hiervon sollte das auch noch bevorstehen.
Sobald sich erstmal bedeutende Funde abzeichnen,
oder schon festgestellt wurden, sind ziemlich oft gleich
die Chinesen -oder zumindest andere internationale Gruppen- da(die krallen sich ja eh alles, was nicht niet-
und nagelfest ist -und was Denen in die Karten spielt).
Ist wirklich schön bei ziemlich vielen der Werte zu beobachten.
Sobald sich eine Resource von vielleicht 100Mio t Eisenerz,
am besten sogar über 200Mio abzeichnet, wirds für mich
meist automatisch gleich richtig, richtig interessant,
ist aber nur so etwa meine Orientierung,
da reicht oftmals auch einiges weniger.
Auf längere Sicht werden hier noch viele einen steilen Weg
nach oben vor sich haben, meine Überzeugung.
Antwort auf Beitrag Nr.: 33.119.819 von Popeye82 am 21.01.08 18:08:57Ja ich stimme dir da ganz zu - da liegt großes Potential darin.
Es lässt sich aber auch mit Werten gut Geld verdienen (außer bei dem Umfeld natürlich)- deren Resourcen nachgewiesen sind - und die knapp vor der Produktion stehen.
Bei anhaltend guten Rohstoff- und Metallpreisen auch eine spannende Sache.
Es lässt sich aber auch mit Werten gut Geld verdienen (außer bei dem Umfeld natürlich)- deren Resourcen nachgewiesen sind - und die knapp vor der Produktion stehen.
Bei anhaltend guten Rohstoff- und Metallpreisen auch eine spannende Sache.
-Mano River Resources
werde ich wahrsch. auch demnächst vorstellen.
werde ich wahrsch. auch demnächst vorstellen.
-Global Iron Ltd.
-Augyva Mining Resources
-Anaconda Mining
-Aurox Resources
Wie gesagt, ab und zu mal News zu Einzelunternehmen.
Baffinland Iron M. konnte heute sehr gute Ergebnisse vermelden,
das beste war: 155m @68.2FE und noch ein fast gleiches.
"BAFFINLAND IRON MINES CORPORATION
Canada
Baffinland Iron Mines released high grade iron ore drill assay results from the final fourteen holes Mary River deposits Baffin Island, Nunavut Territory, Canada. At Deposit No.1, eleven holes were drilled to both provide better geomechanical and assay information of the upper levels of Deposit No. 1 and to better define the distribution of deleterious elements. Hole MR1-07-139, on the south limb of the deposit, intersected 101.6 metres of 67.0% iron. The hole was drilled at a shallow angle before being lost, in mineralization, due to drilling difficulties. At Deposit No. 3, MR3-07-137 cut 84.4 metres grading 65.7% iron in two zones. It was drilled on section with previously announced hole MR3-07-114 that intercepted similar mineralization. Mineralization at Deposit No. 3 remains more complex than previously interpreted and appears to boudinage, bifurcate and, in part, is disrupted by an intrusive event. A magnetic survey is planned to better define drill targets in 2008."
die komplette News
www.baffinland.com/news/pdf/1212008-1.pdf
Auch wenn Kohle, aber ich hab grad eben gesehen, daß Warratah
seine Resourcen heute auf >2,8Mrd t Kohle gesteigert hat,
wenn auch noch großteils inferred.
Baffinland Iron M. konnte heute sehr gute Ergebnisse vermelden,
das beste war: 155m @68.2FE und noch ein fast gleiches.
"BAFFINLAND IRON MINES CORPORATION
Canada
Baffinland Iron Mines released high grade iron ore drill assay results from the final fourteen holes Mary River deposits Baffin Island, Nunavut Territory, Canada. At Deposit No.1, eleven holes were drilled to both provide better geomechanical and assay information of the upper levels of Deposit No. 1 and to better define the distribution of deleterious elements. Hole MR1-07-139, on the south limb of the deposit, intersected 101.6 metres of 67.0% iron. The hole was drilled at a shallow angle before being lost, in mineralization, due to drilling difficulties. At Deposit No. 3, MR3-07-137 cut 84.4 metres grading 65.7% iron in two zones. It was drilled on section with previously announced hole MR3-07-114 that intercepted similar mineralization. Mineralization at Deposit No. 3 remains more complex than previously interpreted and appears to boudinage, bifurcate and, in part, is disrupted by an intrusive event. A magnetic survey is planned to better define drill targets in 2008."
die komplette News
www.baffinland.com/news/pdf/1212008-1.pdf
Auch wenn Kohle, aber ich hab grad eben gesehen, daß Warratah
seine Resourcen heute auf >2,8Mrd t Kohle gesteigert hat,
wenn auch noch großteils inferred.
-Strike Resources
-Territory Resources
Strike R. sieht auch sehr sehr interessant aus,
neben vielen anderen.
Potenziell "worldclass", die wollen Ihre Produktion
mal bis auf 40Mt pa!! hochfahren.
Im Erfolgsfall sollte hier im Minimum mindestens
ein Milliardenunternehmen hervorgehen.
Ich kann das nur nochmal unterstreichen,
mit guten Projekten und entsprechender Entwicklung
kanns hier sehr schnell mal in den Bereich von einigen 100Mio
€ gehen, wenns ganz dick kommt sogar über die Milliarde.
Wenn man sich bspw. Strike mal im 5-Jahreschart anguckt,
ist das sehr schön zu sehen.
==>deswegen, ich würd mir unbedingt mal einge fortgeschrittene
Eisenerzunternehmen angucken, mit mittel- großen Resourcen
und Deren Bewertung.
Da bekommt man ein bisschen besseren Eindruck und das Gefühl,
in welche Dimensionen es durchaus gehen kann.
Nicht ganz wenige hier werden das m. Meinung nach
auch schaffen.
alles wie immer meine Ansicht.
Strike R. sieht auch sehr sehr interessant aus,
neben vielen anderen.
Potenziell "worldclass", die wollen Ihre Produktion
mal bis auf 40Mt pa!! hochfahren.
Im Erfolgsfall sollte hier im Minimum mindestens
ein Milliardenunternehmen hervorgehen.
Ich kann das nur nochmal unterstreichen,
mit guten Projekten und entsprechender Entwicklung
kanns hier sehr schnell mal in den Bereich von einigen 100Mio
€ gehen, wenns ganz dick kommt sogar über die Milliarde.
Wenn man sich bspw. Strike mal im 5-Jahreschart anguckt,
ist das sehr schön zu sehen.
==>deswegen, ich würd mir unbedingt mal einge fortgeschrittene
Eisenerzunternehmen angucken, mit mittel- großen Resourcen
und Deren Bewertung.
Da bekommt man ein bisschen besseren Eindruck und das Gefühl,
in welche Dimensionen es durchaus gehen kann.
Nicht ganz wenige hier werden das m. Meinung nach
auch schaffen.
alles wie immer meine Ansicht.
-London Mining, wenn auch schon recht gross
Nur mal so als Beispiel,
Mano River R. will in etwa soviel Resourcen nachweisen,
wie London M. derzeit hat, und auch die sind eigentlich
auf Wachstumskurs.
Bei Denen hier, DMC Mining, sieht es ja auch nicht
ganz unähnlich aus.
und da wären noch einige mehr darunter...
Nur mal so als Beispiel,
Mano River R. will in etwa soviel Resourcen nachweisen,
wie London M. derzeit hat, und auch die sind eigentlich
auf Wachstumskurs.
Bei Denen hier, DMC Mining, sieht es ja auch nicht
ganz unähnlich aus.
und da wären noch einige mehr darunter...
-Vector Resources
-Cazaly Resources
http://www.miningweekly.co.za/article.php?a_id=121714
damit könnte Petmin auch interessant werden
-aus früheren Berichten meine ich mal was von einem
Potenzial bis zu 2,5Mrd. t gehört zu haben??,
mal gucken
-Iron Ore Holdings
-Helix Resources, Felix Resources war falsch,
ist ein Kohlewert
-Minemakers natürlich noch
-Cullen Resources
-Haddington Resources
-Cazaly Resources
http://www.miningweekly.co.za/article.php?a_id=121714
damit könnte Petmin auch interessant werden
-aus früheren Berichten meine ich mal was von einem
Potenzial bis zu 2,5Mrd. t gehört zu haben??,
mal gucken
-Iron Ore Holdings
-Helix Resources, Felix Resources war falsch,
ist ein Kohlewert
-Minemakers natürlich noch
-Cullen Resources
-Haddington Resources
neue Liste:
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-AGRICOM PLC
-Alberta Star Development
-Anaconda Mining
-Anglesey Mining
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Atlas Iron
-Augyva Mining Resources
-Aurox Resources
-Australasian Resources
-Baffinland Iron Ore Mines
-Batavia Mining
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cazaly Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Consolidated Thompson Iron
-Continental Capital
-Cuervo Resources
-Cullen Resources
-DMC Mining
-Fairstar Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Global Iron
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Grange Resources
-Haddington Resources
-Hamoa Mining N.L.
-Hazelwood Resources
-Helix Resources
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Iron Ore Holdings
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-London Mining
-Mac Arthur Minerals
-Mano River Resources
-Mindax Limited
-Minemakers
-Monax Mining
-Murchinson Metals
-New Millennium Capital
-Northern Iron
-Northland Resources
-Pac Metals
-Palladon Ventures
-Petmin kommt vielleicht noch raus, mal sehen
-Polaris Metals N.L.
-Raytec Metals
-Red Hill Iron
-Red Rock Resources
-Royal Resources
-Sphere Investment
-Strike Resources
-United Minerals
-Talisman Mining N.L.
-Territory Resources
-Trafford Resources
-Quinto Mining
-Vector Resources
-Venture Minerals
-Western Plains Resources
wenns so aussieht, als ob ich zu wenig zu tun, oder Langeweile hab,
ist eigentlich nicht der Fall.
Aber ich werde wahrsch. die nächsten 3, 4, 5 Jahre einen starken
Fokus auf Eisenerz und auch Kohle legen,
auch wenn man natürlich überall die Augen offen hält
+ bspw. Uran, Gold, Silber, Öl, Rare Earth Elements und auch
noch anderes sehr vielversprechend für die Zukunft aussieht.
Will versuchen mich in den Sektor "einzuarbeiten",
wenn ich nicht selber eine Menge davon hätte würd ichs ganz
sicher nicht machen.
Denke, daß sollte auch meiner Performance nicht schaden.
mal schaun.
Werde vielleicht auch mal versuchen enige hervorzuheben,
die mir speziell sehr spannend erscheinen,
wobei da ein Vergleich aller Werte aber wohl unmöglich ist.
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-AGRICOM PLC
-Alberta Star Development
-Anaconda Mining
-Anglesey Mining
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Atlas Iron
-Augyva Mining Resources
-Aurox Resources
-Australasian Resources
-Baffinland Iron Ore Mines
-Batavia Mining
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cazaly Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Consolidated Thompson Iron
-Continental Capital
-Cuervo Resources
-Cullen Resources
-DMC Mining
-Fairstar Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Global Iron
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Grange Resources
-Haddington Resources
-Hamoa Mining N.L.
-Hazelwood Resources
-Helix Resources
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Iron Ore Holdings
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-London Mining
-Mac Arthur Minerals
-Mano River Resources
-Mindax Limited
-Minemakers
-Monax Mining
-Murchinson Metals
-New Millennium Capital
-Northern Iron
-Northland Resources
-Pac Metals
-Palladon Ventures
-Petmin kommt vielleicht noch raus, mal sehen
-Polaris Metals N.L.
-Raytec Metals
-Red Hill Iron
-Red Rock Resources
-Royal Resources
-Sphere Investment
-Strike Resources
-United Minerals
-Talisman Mining N.L.
-Territory Resources
-Trafford Resources
-Quinto Mining
-Vector Resources
-Venture Minerals
-Western Plains Resources
wenns so aussieht, als ob ich zu wenig zu tun, oder Langeweile hab,
ist eigentlich nicht der Fall.
Aber ich werde wahrsch. die nächsten 3, 4, 5 Jahre einen starken
Fokus auf Eisenerz und auch Kohle legen,
auch wenn man natürlich überall die Augen offen hält
+ bspw. Uran, Gold, Silber, Öl, Rare Earth Elements und auch
noch anderes sehr vielversprechend für die Zukunft aussieht.
Will versuchen mich in den Sektor "einzuarbeiten",
wenn ich nicht selber eine Menge davon hätte würd ichs ganz
sicher nicht machen.
Denke, daß sollte auch meiner Performance nicht schaden.
mal schaun.
Werde vielleicht auch mal versuchen enige hervorzuheben,
die mir speziell sehr spannend erscheinen,
wobei da ein Vergleich aller Werte aber wohl unmöglich ist.
wenn auch nicht mehr ganz frisch, Aurox Resources
hatte zuletzt auch interessante Nachrichten zu vermelden.
"25/01/2008 4:54:00 PM.
Shares in Pilbara iron ore developer Aurox Resources (AXO) rose as much as 10.8% on Friday as the company said it has moved towards construction at its Balla Balla iron ore project in the West Pilbara.
The company said it signed a deal with engineering and manufacturing firm FLSmidth Minerals Pty Ltd and Siemens Ltd to engineer, manufacture and supervise installation of all major components required to commission its six million tonne per annum Balla Balla magnetite processing plant and related port infrastructure.
Aurox Managing Director Charles Schaus said the lump sum contracts have been tendered by both groups, and provide for the scheduled engineering work and secure key plant components.
"Securing lump sum contracts for the plant and port infrastructure is a huge milestone for Aurox and its shareholders," he said.
"It moves Aurox a major step towards our goal of becoming WA's first major magnetite producer."
The deal with Siemens will see it engineer, manufacture and install all major electrical systems including gearless drives for the grinding mills.
"The Balla Balla processing plant will be constructed to handle additional capacity, reflecting the company's strategy medium term to ramp up production from our initial six million tonnes target," Schaus said.
Aurox Resources is a Perth based minerals group, with its most advanced asset the 100% owned Balla Balla magnetite project in Western Australia.
AXO shares added 7 cents to 90 cents."
weil der Infogehalt in der News aber arg beschnitten ist,
mal beide Direktlinks:
www.aurox.com.au/assets/Uploads/asx/AXO000266_Balla%20Balla%…
www.aurox.com.au/assets/Uploads/asx/AXO000267_Aurox%20Moves%…
hatte zuletzt auch interessante Nachrichten zu vermelden.
"25/01/2008 4:54:00 PM.
Shares in Pilbara iron ore developer Aurox Resources (AXO) rose as much as 10.8% on Friday as the company said it has moved towards construction at its Balla Balla iron ore project in the West Pilbara.
The company said it signed a deal with engineering and manufacturing firm FLSmidth Minerals Pty Ltd and Siemens Ltd to engineer, manufacture and supervise installation of all major components required to commission its six million tonne per annum Balla Balla magnetite processing plant and related port infrastructure.
Aurox Managing Director Charles Schaus said the lump sum contracts have been tendered by both groups, and provide for the scheduled engineering work and secure key plant components.
"Securing lump sum contracts for the plant and port infrastructure is a huge milestone for Aurox and its shareholders," he said.
"It moves Aurox a major step towards our goal of becoming WA's first major magnetite producer."
The deal with Siemens will see it engineer, manufacture and install all major electrical systems including gearless drives for the grinding mills.
"The Balla Balla processing plant will be constructed to handle additional capacity, reflecting the company's strategy medium term to ramp up production from our initial six million tonnes target," Schaus said.
Aurox Resources is a Perth based minerals group, with its most advanced asset the 100% owned Balla Balla magnetite project in Western Australia.
AXO shares added 7 cents to 90 cents."
weil der Infogehalt in der News aber arg beschnitten ist,
mal beide Direktlinks:
www.aurox.com.au/assets/Uploads/asx/AXO000266_Balla%20Balla%…
www.aurox.com.au/assets/Uploads/asx/AXO000267_Aurox%20Moves%…
-Icon Resources
wie gesagt, diese Chinesen...
News zu Apollo
Auszug
"ASX Release
29 January 2008
Chinese Iron and Steel Group take 3.9% stake in Apollo following
Placement - expected to increase stake to 19.9%
Key points:
• Apollo Minerals completes A$1m Placement of 2.94m Shares at 34 cents per share to
Chinese Iron and Steel Group – shares placed at 21% premium
• Chinese Iron and Steel Group currently holds 3.9% interest in Apollo
• Chinese Iron and Steel Group has option to subscribe to a further 6.7m shares at 34
cents per share on or before until 31 March 2008
• Apollo to seek shareholder approval to allow Chinese Iron and Steel Group to move to
19.9% of Apollo
• Apollo focusing on two iron ore projects: one in West Australia and one in South
Australia
Newly listed diversified Australian resources company Apollo Minerals Ltd (ASX code: AON)
(“Apollo”) has taken another significant step forward in the development of its Australian iron ore
projects following confirmation that Chinese Iron and Steel Group have taken a 3.9% stake in the
Company and is looking to increase this stake to 19.9%, subject to shareholder and regulatory
approval.
The Chinese Iron and Steel Group acquired this initial stake through their involvement in a
Placement, by which Apollo raised A$1M through the issue of 2.9m shares at 34 cents per share (a
21% to the Apollo share price1).
The A$1m Placement follows completion of the formal Joint Venture Agreement (JVA) as announced
on 24 December 2007 in relation to Apollo’s right to earn up to 80% of exploration licence
applications 47/1378 and 47/1379. These two tenement applications cover a significant portion of the
newly discovered Mt Oscar Iron Ore Project, located in the Pilbara region of Western Australia (see
attached map)."
Link
ewcompanyarticle.aspx?langue=en&articleid=219158_Chinese_Iron_and_Steel_Group_take_3_9__stake_in_Apollo_following_Placement_-_to_increase_to_19_9_" target="_blank" rel="nofollow ugc noopener">www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=219158_Chinese_Iron_and_Steel_Group_take_3_9__stake_in_Apollo_following_Placement_-_to_increase_to_19_9_
Artemis hängt da, bei Apollo, wohl auch irgendwie mit drin.
News zu Apollo
Auszug
"ASX Release
29 January 2008
Chinese Iron and Steel Group take 3.9% stake in Apollo following
Placement - expected to increase stake to 19.9%
Key points:
• Apollo Minerals completes A$1m Placement of 2.94m Shares at 34 cents per share to
Chinese Iron and Steel Group – shares placed at 21% premium
• Chinese Iron and Steel Group currently holds 3.9% interest in Apollo
• Chinese Iron and Steel Group has option to subscribe to a further 6.7m shares at 34
cents per share on or before until 31 March 2008
• Apollo to seek shareholder approval to allow Chinese Iron and Steel Group to move to
19.9% of Apollo
• Apollo focusing on two iron ore projects: one in West Australia and one in South
Australia
Newly listed diversified Australian resources company Apollo Minerals Ltd (ASX code: AON)
(“Apollo”) has taken another significant step forward in the development of its Australian iron ore
projects following confirmation that Chinese Iron and Steel Group have taken a 3.9% stake in the
Company and is looking to increase this stake to 19.9%, subject to shareholder and regulatory
approval.
The Chinese Iron and Steel Group acquired this initial stake through their involvement in a
Placement, by which Apollo raised A$1M through the issue of 2.9m shares at 34 cents per share (a
21% to the Apollo share price1).
The A$1m Placement follows completion of the formal Joint Venture Agreement (JVA) as announced
on 24 December 2007 in relation to Apollo’s right to earn up to 80% of exploration licence
applications 47/1378 and 47/1379. These two tenement applications cover a significant portion of the
newly discovered Mt Oscar Iron Ore Project, located in the Pilbara region of Western Australia (see
attached map)."
Link
ewcompanyarticle.aspx?langue=en&articleid=219158_Chinese_Iron_and_Steel_Group_take_3_9__stake_in_Apollo_following_Placement_-_to_increase_to_19_9_" target="_blank" rel="nofollow ugc noopener">www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=219158_Chinese_Iron_and_Steel_Group_take_3_9__stake_in_Apollo_following_Placement_-_to_increase_to_19_9_
Artemis hängt da, bei Apollo, wohl auch irgendwie mit drin.
Nicht mehr ganz frisch, aber auch sehr interessant,
ähnlich wie Eingangs bei Hamoa und Flinders erwähnt...
"High grade iron ore found near Port Lincoln
Posted Wed Jan 2, 2008 4:39pm AEDT
Updated Wed Jan 2, 2008 4:40pm AEDT
iron ore mining
Iron ore formations found near Port Lincoln may have the potential to be processed into 250 million tonnes of iron ore. (ABC)
* Map: Port Lincoln 5606
A Port Lincoln mineral exploration company says it has found high grade iron formations at its Gum Flat prospect in the southern Gawler Craton.
Lincoln Resources has been drilling in the area, 20 kilometres from Port Lincoln, under a joint agreement with Indian-based Mineral Enterprises.
Lincoln Resources director John Parker says early results indicate the potential to process around 250 million tonnes of iron ore.
"We know that there's definitely iron ore there of you know certain grade," he said.
"Now we don't have any direct shipping ore yet but I think the fact that in just the very first phase of drilling we've identified quite high grade haematite as well as magnetite gives us a lot of confidence to move down to, you know, the next stage.""
ähnlich wie Eingangs bei Hamoa und Flinders erwähnt...
"High grade iron ore found near Port Lincoln
Posted Wed Jan 2, 2008 4:39pm AEDT
Updated Wed Jan 2, 2008 4:40pm AEDT
iron ore mining
Iron ore formations found near Port Lincoln may have the potential to be processed into 250 million tonnes of iron ore. (ABC)
* Map: Port Lincoln 5606
A Port Lincoln mineral exploration company says it has found high grade iron formations at its Gum Flat prospect in the southern Gawler Craton.
Lincoln Resources has been drilling in the area, 20 kilometres from Port Lincoln, under a joint agreement with Indian-based Mineral Enterprises.
Lincoln Resources director John Parker says early results indicate the potential to process around 250 million tonnes of iron ore.
"We know that there's definitely iron ore there of you know certain grade," he said.
"Now we don't have any direct shipping ore yet but I think the fact that in just the very first phase of drilling we've identified quite high grade haematite as well as magnetite gives us a lot of confidence to move down to, you know, the next stage.""
generelles zu Iron
www.australianminesatlas.gov.au/info/factsheets/iron.jsp
Werde noch versuchen einige handelbare in Südamerika
tätige, vor allem Peru, Brasilien u.ä. ausfindig zu machen,
wie z.B. Carnavale.
www.australianminesatlas.gov.au/info/factsheets/iron.jsp
Werde noch versuchen einige handelbare in Südamerika
tätige, vor allem Peru, Brasilien u.ä. ausfindig zu machen,
wie z.B. Carnavale.
-Warwick Resources
-African Minerals, unendlich viele Sachen
"Having regard for the three dimensional geophysical model, available geological information and preliminary metallurgical results, a conceptual mineralised envelope potentially containing in excess of 2 billion tonnes of contained iron ore exists at Tonkolili."
Das dürfte -wahrscheinlich- schon nur aufgrund der angeführten
Sache interessant sein.
-Crusader Holdings NL, da wäre er schon, ein Großteils Brasilianer
-Azure Minerals
-Accent Resources
-Maximus Resources
-African Minerals, unendlich viele Sachen
"Having regard for the three dimensional geophysical model, available geological information and preliminary metallurgical results, a conceptual mineralised envelope potentially containing in excess of 2 billion tonnes of contained iron ore exists at Tonkolili."
Das dürfte -wahrscheinlich- schon nur aufgrund der angeführten
Sache interessant sein.
-Crusader Holdings NL, da wäre er schon, ein Großteils Brasilianer
-Azure Minerals
-Accent Resources
-Maximus Resources
-Transit Holdings
-Mawson West
-COTTON & WESTERN MINING INC., US2217372083
Wurde frisch ein neuer Thred eröffnet Thread: CWRM Projects 2008 ...$$$
Hat allein an einem Tag gut 200% hingelegt,
dranerinnert mich sehr an eine ähnliche Geschichte,
die auf W
vor ein paar Tagen vorgestellt wurde
(Miniminiwert, der sehr hohe Umsätze für 2008 -und folgend-
in Aussicht stellt)
Kann dazu nicht viel sagen, mir scheints derzeit eher
maximal ein Zock erster Güte!?!
Ich werd mal versuchen rauszubekommen,
ob das nur halbwegs was ernstzunehmend und seriöses ist,
wahrscheinlich kommt der hier wieder raus.
Wurde frisch ein neuer Thred eröffnet Thread: CWRM Projects 2008 ...$$$
Hat allein an einem Tag gut 200% hingelegt,
dranerinnert mich sehr an eine ähnliche Geschichte,
die auf W
vor ein paar Tagen vorgestellt wurde(Miniminiwert, der sehr hohe Umsätze für 2008 -und folgend-
in Aussicht stellt)
Kann dazu nicht viel sagen, mir scheints derzeit eher
maximal ein Zock erster Güte!?!
Ich werd mal versuchen rauszubekommen,
ob das nur halbwegs was ernstzunehmend und seriöses ist,
wahrscheinlich kommt der hier wieder raus.
-Pluton Resources
"PFS tracking well for Polaris
Monday, 28 January 2008
Rebecca Lawson
POLARIS Metals is on track to complete the prefeasibility study over its Yilgarn iron ore project in Western Australia in mid-2008 and has appointed several key contractors to help with the task."
Ich glaube das ist Deren Hauptprojekt.
Anvisiert wäre eine Produketion von 5-10Mt/anno(Eisenerz)
ab um 2010.
Mal die Projektbeschreibung der HPage:
www.polarismetals.com.au
"Yilgarn Iron Ore Project
The name “Yilgarn Iron Ore Project” describes the ongoing exploration and pre-development studies on the Company’s iron ore projects in the South Central Iron Province. It includes iron ore deposits established by previous explorers and Polaris in the Helena and Aurora Ranges and Yendilberin Hills approximately 60km north of Koolyanobbing. With large scale direct shipping grade mineralisation (60-65Mt) established in the 1970s by BHP, and additional exploration target potential such that there is an expectation of a 200Mt resource base, the Yilgarn Project is capable of being developed to export 5-10Mt of iron ore annually for up to 20 years.
Locally, projects making up the Yilgarn Iron Ore Project are named Bungalbin Iron Ore project, Bungalbin-Aurora project, Evanston project, Windarling East project and Johnston Range project."
Monday, 28 January 2008
Rebecca Lawson
POLARIS Metals is on track to complete the prefeasibility study over its Yilgarn iron ore project in Western Australia in mid-2008 and has appointed several key contractors to help with the task."
Ich glaube das ist Deren Hauptprojekt.
Anvisiert wäre eine Produketion von 5-10Mt/anno(Eisenerz)
ab um 2010.
Mal die Projektbeschreibung der HPage:
www.polarismetals.com.au
"Yilgarn Iron Ore Project
The name “Yilgarn Iron Ore Project” describes the ongoing exploration and pre-development studies on the Company’s iron ore projects in the South Central Iron Province. It includes iron ore deposits established by previous explorers and Polaris in the Helena and Aurora Ranges and Yendilberin Hills approximately 60km north of Koolyanobbing. With large scale direct shipping grade mineralisation (60-65Mt) established in the 1970s by BHP, and additional exploration target potential such that there is an expectation of a 200Mt resource base, the Yilgarn Project is capable of being developed to export 5-10Mt of iron ore annually for up to 20 years.
Locally, projects making up the Yilgarn Iron Ore Project are named Bungalbin Iron Ore project, Bungalbin-Aurora project, Evanston project, Windarling East project and Johnston Range project."
-AusQuest
-Coziron Resources??
-Cloncurry Metals, interessant auf jeden Fall, daß die 'Talbot
Group H." zu 10% dran beteiligt ist.
Mit Ihrem Pegmont Project scheinen die auch
eine interessante Ausgangsbasis zu haben.
-Elemental Minerals
-Coziron Resources??
-Cloncurry Metals, interessant auf jeden Fall, daß die 'Talbot
Group H." zu 10% dran beteiligt ist.
Mit Ihrem Pegmont Project scheinen die auch
eine interessante Ausgangsbasis zu haben.
-Elemental Minerals
"Press Release Source: Baffinland Iron Mines Corporation
Baffinland Announces Letter of Intent With Rogesa for the Sale of Additional Future Iron Ore Production
Thursday January 31, 5:05 pm ET
TORONTO, ONTARIO--(Marketwire - Jan. 31, 2008) - Baffinland Iron Mines Corporation (TSX:BIM - News; "Baffinland" or the "Company") today announced the signing of a letter of intent (the "Letter of Intent") for the future sale of up to one million tonnes per year of iron ore to ROGESA Roheisengesellschaft Saar mbH ("ROGESA"), a pig iron producing company that is a subsidiary of AG der Dillinger Huettenwerke (50%) and Saarstahl AG (50%). This represents the fourth letter of intent signed with an end-user steel company.
ADVERTISEMENT
Baffinland's Mary River Project is focussed on the European market for the sales of its lump and fine iron ore. The Company has currently targeted 16 million tonnes to be placed within the European market on an annual basis. This level of European market penetration would represent some 90% of Baffinland's intended initial output of 18 million tonnes per annum.
Under the Letter of Intent, ROGESA would purchase up to eight hundred thousand tonnes of lump and two hundred thousand tonnes of fine iron ore per year to meet additional needs, each over a long-term period, to start in 2014. The Letter of Intent is an expression of interest only, and any binding contract of purchase and sale will be subject to, among other things, a production decision by Baffinland, and the future negotiation and consummation of a final sales contract with ROGESA.
ROGESA is one of several companies that Baffinland is currently negotiating sales contracts with for the Company's planned bulk sample program. Approximately 250,000 tonnes is proposed to be mined over the current winter and trucked to Milne Inlet before being transported to Europe as feed for production scale trials in various blast furnaces beginning in the third quarter of 2008. The results of this program will form an important final geological and metallurgical test prior to the establishment of contractual sales and purchase agreements with steel producers.
ROGESA is the fourth company to sign a letter of intent with Baffinland. In due course, we expect to execute additional letters of intent as Baffinland establishes its future customer base," stated Michael Zurowski, Baffinland's Executive Vice President.
"Baffinland is pleased with the continued strong support of ROGESA and indeed the entire breadth of the European steel industry. Baffinland has introduced the Mary River Project to several potential customers and each has expressed an interest in the planned bulk sample. It will be important to advance this interest and these letters of intent, into sales contracts to enable Baffinland to develop this truly important project," stated Gordon McCreary, Baffinland's President and Chief Executive Officer.
Analytical and metallurgical testwork continue at the Mary River Iron Ore Deposits. The work is being completed by SGS Lakefield in Canada and Studien Gesellschaft fur Eisenerz-Aufbereitung in Germany. Mineral resources which are not mineral reserves do not have demonstrated economic viability. Due to the uncertainty that may attach to indicated mineral resources, there is no assurance that mineral resources will be upgraded to proven and probable ore reserves. Inferred mineral resources are considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as mineral reserves.
Baffinland is a Canadian publicly-traded junior mining company that is focused on its wholly-owned Mary River iron ore deposits located on Baffin Island, Nunavut Territory, Canada. Baffinland's shares trade on the Toronto Stock Exchange under the trading symbol BIM.
Contact:
Gordon A. McCreary
Baffinland Iron Mines Corporation
President and Chief Executive Officer
(416) 814-3163
Michael T. Zurowski
Baffinland Iron Mines Corporation
Executive Vice President
(416) 814-3161
Email: info@baffinland.com
Website: www.baffinland.com
Source: Baffinland Iron Mines Corporation"
Baffinland Announces Letter of Intent With Rogesa for the Sale of Additional Future Iron Ore Production
Thursday January 31, 5:05 pm ET
TORONTO, ONTARIO--(Marketwire - Jan. 31, 2008) - Baffinland Iron Mines Corporation (TSX:BIM - News; "Baffinland" or the "Company") today announced the signing of a letter of intent (the "Letter of Intent") for the future sale of up to one million tonnes per year of iron ore to ROGESA Roheisengesellschaft Saar mbH ("ROGESA"), a pig iron producing company that is a subsidiary of AG der Dillinger Huettenwerke (50%) and Saarstahl AG (50%). This represents the fourth letter of intent signed with an end-user steel company.
ADVERTISEMENT
Baffinland's Mary River Project is focussed on the European market for the sales of its lump and fine iron ore. The Company has currently targeted 16 million tonnes to be placed within the European market on an annual basis. This level of European market penetration would represent some 90% of Baffinland's intended initial output of 18 million tonnes per annum.
Under the Letter of Intent, ROGESA would purchase up to eight hundred thousand tonnes of lump and two hundred thousand tonnes of fine iron ore per year to meet additional needs, each over a long-term period, to start in 2014. The Letter of Intent is an expression of interest only, and any binding contract of purchase and sale will be subject to, among other things, a production decision by Baffinland, and the future negotiation and consummation of a final sales contract with ROGESA.
ROGESA is one of several companies that Baffinland is currently negotiating sales contracts with for the Company's planned bulk sample program. Approximately 250,000 tonnes is proposed to be mined over the current winter and trucked to Milne Inlet before being transported to Europe as feed for production scale trials in various blast furnaces beginning in the third quarter of 2008. The results of this program will form an important final geological and metallurgical test prior to the establishment of contractual sales and purchase agreements with steel producers.
ROGESA is the fourth company to sign a letter of intent with Baffinland. In due course, we expect to execute additional letters of intent as Baffinland establishes its future customer base," stated Michael Zurowski, Baffinland's Executive Vice President.
"Baffinland is pleased with the continued strong support of ROGESA and indeed the entire breadth of the European steel industry. Baffinland has introduced the Mary River Project to several potential customers and each has expressed an interest in the planned bulk sample. It will be important to advance this interest and these letters of intent, into sales contracts to enable Baffinland to develop this truly important project," stated Gordon McCreary, Baffinland's President and Chief Executive Officer.
Analytical and metallurgical testwork continue at the Mary River Iron Ore Deposits. The work is being completed by SGS Lakefield in Canada and Studien Gesellschaft fur Eisenerz-Aufbereitung in Germany. Mineral resources which are not mineral reserves do not have demonstrated economic viability. Due to the uncertainty that may attach to indicated mineral resources, there is no assurance that mineral resources will be upgraded to proven and probable ore reserves. Inferred mineral resources are considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as mineral reserves.
Baffinland is a Canadian publicly-traded junior mining company that is focused on its wholly-owned Mary River iron ore deposits located on Baffin Island, Nunavut Territory, Canada. Baffinland's shares trade on the Toronto Stock Exchange under the trading symbol BIM.
Contact:
Gordon A. McCreary
Baffinland Iron Mines Corporation
President and Chief Executive Officer
(416) 814-3163
Michael T. Zurowski
Baffinland Iron Mines Corporation
Executive Vice President
(416) 814-3161
Email: info@baffinland.com
Website: www.baffinland.com
Source: Baffinland Iron Mines Corporation"
Aus den letzten 2 Rohstoff-Spiegel(n),
warum Cuervo so (verdammt) interessant ist:
"Bald 1 Milliarde Tonnen Eisen?
Interview mit Brian Berner (Cuervo Resources)
Der kanadische Junior-Explorer Cuervo Resources konnte in den letzten Wochen phänomenale Bohrergebnisse
von seinem Eisenerzprojekt Cerro-Ccopane im Süden Perus vermelden.
Dem Rohstoff-Spiegel gelang es, den recht medienscheuen Director Brian Berner für ein exklusives Kurzinterview
zum aktuellen Stand der Arbeiten, weiteren Plänen und den Aussichten Cuervos und seiner Aktionäre zu gewinnen.
Herr Berner, Sie konnten in den letzten Wochen erstaunliche Bohrergebnisse von Ihren peruanischen Eisenerz-Projekt Cerro Ccopane vermelden.
Ja, es wurden zunächst Bohrungen bis in eine Tiefe von 130 Metern
durchgeführt. Dabei stießen wir auf durchgängige Vererzungen
von teilweise über 100 Metern Länge. Die durchschnittlichen Grade
lagen dabei zwischen 50 und 55% Eisenanteil, die Spitzenwerte liegen bei knapp 70 %.
Das heißt, es ist pro Tonne Gestein der Eisenanteil höher als der
des umgebenden Materials? Könnte man da nicht gleich alles zusammen
zu potentiellen Kunden liefern und sich eine eigene teure Verarbeitungsanlage ersparen?
Ja, dieses Vorgehen wäre auf alle Fälle praktikabel und wird von
anderen Firmen auch angewandt.
Die Verarbeitung in potentiellen Abnehmerländern wie China, Indien
oder auch Südkorea ist zudem noch billiger als in Peru selbst.
Welche Strategie verfolgen Sie bei Cuervo?
Die Strategie von Cuervo ist eigentlich recht einfach zu erklären:
Wir wollen hochgradige Vererzungen finden, diese nach internationalem Standard bestätigen und die Firma daraufhin verkaufen.
Sie wollen die gesamte Firma verkaufen? Das müssen Sie näher
erklären.
Sehen Sie, die Erklärung ist eigentlich
ganz einfach. Wir wissen, dass wir in unserem Portfolio mit
Cerro-Ccopane und auch unseren Lizenzen im nördlichen Teil Perus
hochkarätige Liegenschaften haben.
Was wir nicht wissen, ist, wie viel Eisen wir genau im Boden haben.
Unser Ziel ist es, innerhalb von 18 Monaten eine Ressource
von einer Milliarde Tonnen Eisen nach kanadischem Standard NI 43-101 vorzuweisen, sowohl mit Hilfe unserer derzeitigen Projekte, als auch gegebenenfalls mit weiteren Zukäufen um Cerro-Ccopane herum, sofern sich herausstellt, dass sich die Vererzung über unser
aktuell gehaltenes Gebiet hinausbewegt.
Als weitere Vorarbeiten für ein zukünftig uns aufkaufendes
Unternehmen werden wir eine komplette Prozessstudie und eine
Transportstudie erstellen lassen. Letztere ist bereits in Arbeit.
Das klingt sehr ambitioniert, mit welchen Übernahmepreisen ist
denn zu rechnen?
Wären wir heute so weit, wie wir in 2009 sein werden, dannmüsste man von etwa zwei USDollar pro Tonne Eisen als Übernahmewert
ausgehen. Das ist ungefähr der Wert, den die drei
Großen der Branche, also CVRD, BHP Billiton und Rio Tinto, aktuell
für Übernahmen zahlen. Bei einer Milliarde Tonnen Eisen lägen wir
nach heutigem Stand also bei einem Übernahmewert von etwa 2
Mrd. USD. Wenn man sich allerdings die aktuelle Lage im Eisenerz-
Sektor ansieht, dass die vorhandenen Kapazitäten allein aufgrund
des Wachstums Chinas schon jetzt alle Grenzen erreicht
haben, so kann man für 2009 einen Übernahmewert von bis zu fünf
US-Dollar pro Tonne Eisen annehmen.
Wo wir gerade beim Thema Eisenerz-Markt sind, wie sieht
denn Ihre persönliche Preisprognose für Eisen in den nächsten
Jahren aus?
Ach wissen Sie, mittlerweile kommen fast wöchentlich neue
Studien über die Entwicklung des Marktes für Eisen heraus, da muss
nicht ich auch noch meine eigenen Zahlen präsentieren. Alle diese
Studien haben aber eine Gemeinsamkeit:
Sie prognostizieren allesamt steigende Preise für Eisen bis
weit über das Jahr 2010 hinaus. Man muss immer einige grundlegende
Dinge in diesem Segment beachten:
• Der Markt wird zu über 75 % von drei Firmen dominiert,
Vale, BHP Billiton und Rio Tinto.
• Der mit Abstand größte Eisenaufkäufer
ist China, das seinen Bedarf nach groben Schätzungen
bis 2010 um 15 % pro Jahr steigern wird.
• Genau genommen existiert ein Markt im herkömmlichen Sinne
für Eisen eigentlich gar nicht.
Durch die beschriebene Situation der Dominanz dreier Unternehmen
werden die Preise nicht wie bei Gold oder Silber an einem
regulären Handelsplatz gemacht, sondern durch
vertragliche Vereinbarungen zwischen den Förderunternehmen
und den Abnehmern.
Das heißt, die Preise bestimmen im Allgemeinen die
Verkäufer, nicht die Käufer.
All diese Punkte und darüber hinaus noch einige mehr, wie z.B.
Gerüchte über eine Fusion von BHP Billiton und Rio Tinto werden
den Eisenpreis erstmal weiter in die Höhe treiben. Dies wird auch
einen positiven Effekt auf unsere Pläne mit Cuervo Resources haben,
da die Großen auf hochgradige Projekte angewiesen sind und
diese möglichst produktionsreif vorbereitet haben wollen. Und
genau das haben wir ja bis 2009 mit Cuervo vor.
Wie sieht es denn momentan konkret aus, wo stehen Sie mit Cuervo
Resources aktuell?
Wie angesprochen sind wir zurzeit aggressiv mit Bohrungen beschäftigt, um spätestens im Frühjahr 2008 eine erste Ressourcen-
Schätzung vorweisen zu können.
Aktuell haben wir auf Cerro-Ccopane drei Bohrer im Einsatz,
bis zum zweiten Halbjahr 2008 wollen wir fünf bis sechs Bohrer im
Einsatz haben, die übrigens bis zu der Tiefe vorstoßen werden, bei der die Vererzung endet. Bisher endeten die Bohrungen ja allesamt in der Vererzung bei ca. 130 Metern Tiefe. Damit wollen wir ein möglichst vollständiges Bild der gesamten Vererzung erhalten.
Für die erste Ressourcenschätzung wollen wir ein Minimum von 250 Millionen Tonnen Eisen ausweisen. Ziel sind dabei zunächst über 300
Millionen Tonnen. Dazu bohren wir aktuell allerdings erst in einem
von drei potentiellen Arealen auf Cerro Ccopane.
Auf unseren 14 im nördlichen Peru gelegenen Konzessionen, die sich
östlich von Trujillo befinden, sind wir momentan noch mit geophysischen Vorarbeiten beschäftigt. Wir hoffen hier auf ein Gesamtpotential von 300 Millionen Tonnen Eisen, dessen Größe sich aber erst durch konkrete Bohrungen bestätigen lassen wird.
Sie sprachen bereits eine Transportstudie
an, die aktuell in Bearbeitung ist.
Ja, wir haben eine solche zurzeit für Cerro Ccopane in Bearbeitung.
Der Transport stellt sich wie folgt dar:
das Gestein muss zunächst ca. 190 km per Truck in die Bezirkshauptstadt Cuzco gebracht werden und von dort per Bahn etwa 800km in südliche Richtung gen Arequipa und von dort aus westlich
bis zum Hafen von Matarani.
Ich möchte die Ergebnisse noch nicht vorweg nehmen, man kann
aber von einem derzeitigen Verkaufspreis des Eisens von 150 USD
je Tonne in Shanghai ausgehen. Die gesamten Transportkosten bis dahin dürften irgendwo zwischen 40 und 50 USD pro Tonne liegen. Hinzu kommen noch die reinen Abbaukosten, die in Peru aufgrund
der dortigen Löhne sehr niedrig sind und die Kosten für das Entfernen von Schwefel und Phosphor, die aber lediglich Cent-
Beträge darstellen.
Sie leiten damit bereits zur nächsten Frage über, die Schwefelund
Phosphorgehalte. Diese werden unter Aktionären heiß diskutiert –
was hat es damit genau auf sich?
Schwefel und Phosphor sind hinderlich bei der Weiterverarbeitung
des Eisens zu Stahl, was ja den Hauptverwendungszweck
schlechthin darstellt. Bei zu hohen Schwefel- und Phosphorgehalten
wird der Stahl brüchig und kann somit nicht zum Verbau in Gebäude
verwendet werden. Aus diesem Grunde muss dem Eisen Schwefelund
Phosphorgehalt bis zu unter 0,1 % entzogen werden. Hierfür
gibt es bereits kostengünstige Methoden, bei denen die anfallenden
Kosten, auf die Gesamtmenge gerechnet, unbedeutend gering sind.
Würden Sie zum Abschluss nochmals diejenigen Punkte herausstellen,
warum potentielle Aktionäre ein Investment in Cuervo
Resources erwägen sollten?
Cuervo hat ein klares Ziel: Bis 2009 eine Milliarde Tonnen Eisen
zu finden, zu bestätigen und diese Ressourcen zusammen mit allen zu
leistenden Vorarbeiten, Studien und Nachweisen an einen potentiellen Käufer zu einem Preis zwischen zwei und fünf US-Dollar je Tonne Eisen zu verkaufen. Oder kurz gesagt: Maximaler Shareholder Value in relativ kurzer Zeit in
einem wachsenden Nachfragermarkt.
Das Interview führte Tim Roedel Anfang
Dezember 2007."
Was das dann etwa bedeuten würde, kann sich ja jeder
selbst ausmalen.
Gut finde ich es auch mal einen -sehr vagen- Richtwert von
mindestens etwa 2$/t Eisenerz zu haben, zumindest bei
Übernahmen, wo das dann hinführen kann
-schon oftmals nicht wenig.
warum Cuervo so (verdammt) interessant ist:
"Bald 1 Milliarde Tonnen Eisen?
Interview mit Brian Berner (Cuervo Resources)
Der kanadische Junior-Explorer Cuervo Resources konnte in den letzten Wochen phänomenale Bohrergebnisse
von seinem Eisenerzprojekt Cerro-Ccopane im Süden Perus vermelden.
Dem Rohstoff-Spiegel gelang es, den recht medienscheuen Director Brian Berner für ein exklusives Kurzinterview
zum aktuellen Stand der Arbeiten, weiteren Plänen und den Aussichten Cuervos und seiner Aktionäre zu gewinnen.
Herr Berner, Sie konnten in den letzten Wochen erstaunliche Bohrergebnisse von Ihren peruanischen Eisenerz-Projekt Cerro Ccopane vermelden.
Ja, es wurden zunächst Bohrungen bis in eine Tiefe von 130 Metern
durchgeführt. Dabei stießen wir auf durchgängige Vererzungen
von teilweise über 100 Metern Länge. Die durchschnittlichen Grade
lagen dabei zwischen 50 und 55% Eisenanteil, die Spitzenwerte liegen bei knapp 70 %.
Das heißt, es ist pro Tonne Gestein der Eisenanteil höher als der
des umgebenden Materials? Könnte man da nicht gleich alles zusammen
zu potentiellen Kunden liefern und sich eine eigene teure Verarbeitungsanlage ersparen?
Ja, dieses Vorgehen wäre auf alle Fälle praktikabel und wird von
anderen Firmen auch angewandt.
Die Verarbeitung in potentiellen Abnehmerländern wie China, Indien
oder auch Südkorea ist zudem noch billiger als in Peru selbst.
Welche Strategie verfolgen Sie bei Cuervo?
Die Strategie von Cuervo ist eigentlich recht einfach zu erklären:
Wir wollen hochgradige Vererzungen finden, diese nach internationalem Standard bestätigen und die Firma daraufhin verkaufen.
Sie wollen die gesamte Firma verkaufen? Das müssen Sie näher
erklären.
Sehen Sie, die Erklärung ist eigentlich
ganz einfach. Wir wissen, dass wir in unserem Portfolio mit
Cerro-Ccopane und auch unseren Lizenzen im nördlichen Teil Perus
hochkarätige Liegenschaften haben.
Was wir nicht wissen, ist, wie viel Eisen wir genau im Boden haben.
Unser Ziel ist es, innerhalb von 18 Monaten eine Ressource
von einer Milliarde Tonnen Eisen nach kanadischem Standard NI 43-101 vorzuweisen, sowohl mit Hilfe unserer derzeitigen Projekte, als auch gegebenenfalls mit weiteren Zukäufen um Cerro-Ccopane herum, sofern sich herausstellt, dass sich die Vererzung über unser
aktuell gehaltenes Gebiet hinausbewegt.
Als weitere Vorarbeiten für ein zukünftig uns aufkaufendes
Unternehmen werden wir eine komplette Prozessstudie und eine
Transportstudie erstellen lassen. Letztere ist bereits in Arbeit.
Das klingt sehr ambitioniert, mit welchen Übernahmepreisen ist
denn zu rechnen?
Wären wir heute so weit, wie wir in 2009 sein werden, dannmüsste man von etwa zwei USDollar pro Tonne Eisen als Übernahmewert
ausgehen. Das ist ungefähr der Wert, den die drei
Großen der Branche, also CVRD, BHP Billiton und Rio Tinto, aktuell
für Übernahmen zahlen. Bei einer Milliarde Tonnen Eisen lägen wir
nach heutigem Stand also bei einem Übernahmewert von etwa 2
Mrd. USD. Wenn man sich allerdings die aktuelle Lage im Eisenerz-
Sektor ansieht, dass die vorhandenen Kapazitäten allein aufgrund
des Wachstums Chinas schon jetzt alle Grenzen erreicht
haben, so kann man für 2009 einen Übernahmewert von bis zu fünf
US-Dollar pro Tonne Eisen annehmen.
Wo wir gerade beim Thema Eisenerz-Markt sind, wie sieht
denn Ihre persönliche Preisprognose für Eisen in den nächsten
Jahren aus?
Ach wissen Sie, mittlerweile kommen fast wöchentlich neue
Studien über die Entwicklung des Marktes für Eisen heraus, da muss
nicht ich auch noch meine eigenen Zahlen präsentieren. Alle diese
Studien haben aber eine Gemeinsamkeit:
Sie prognostizieren allesamt steigende Preise für Eisen bis
weit über das Jahr 2010 hinaus. Man muss immer einige grundlegende
Dinge in diesem Segment beachten:
• Der Markt wird zu über 75 % von drei Firmen dominiert,
Vale, BHP Billiton und Rio Tinto.
• Der mit Abstand größte Eisenaufkäufer
ist China, das seinen Bedarf nach groben Schätzungen
bis 2010 um 15 % pro Jahr steigern wird.
• Genau genommen existiert ein Markt im herkömmlichen Sinne
für Eisen eigentlich gar nicht.
Durch die beschriebene Situation der Dominanz dreier Unternehmen
werden die Preise nicht wie bei Gold oder Silber an einem
regulären Handelsplatz gemacht, sondern durch
vertragliche Vereinbarungen zwischen den Förderunternehmen
und den Abnehmern.
Das heißt, die Preise bestimmen im Allgemeinen die
Verkäufer, nicht die Käufer.
All diese Punkte und darüber hinaus noch einige mehr, wie z.B.
Gerüchte über eine Fusion von BHP Billiton und Rio Tinto werden
den Eisenpreis erstmal weiter in die Höhe treiben. Dies wird auch
einen positiven Effekt auf unsere Pläne mit Cuervo Resources haben,
da die Großen auf hochgradige Projekte angewiesen sind und
diese möglichst produktionsreif vorbereitet haben wollen. Und
genau das haben wir ja bis 2009 mit Cuervo vor.
Wie sieht es denn momentan konkret aus, wo stehen Sie mit Cuervo
Resources aktuell?
Wie angesprochen sind wir zurzeit aggressiv mit Bohrungen beschäftigt, um spätestens im Frühjahr 2008 eine erste Ressourcen-
Schätzung vorweisen zu können.
Aktuell haben wir auf Cerro-Ccopane drei Bohrer im Einsatz,
bis zum zweiten Halbjahr 2008 wollen wir fünf bis sechs Bohrer im
Einsatz haben, die übrigens bis zu der Tiefe vorstoßen werden, bei der die Vererzung endet. Bisher endeten die Bohrungen ja allesamt in der Vererzung bei ca. 130 Metern Tiefe. Damit wollen wir ein möglichst vollständiges Bild der gesamten Vererzung erhalten.
Für die erste Ressourcenschätzung wollen wir ein Minimum von 250 Millionen Tonnen Eisen ausweisen. Ziel sind dabei zunächst über 300
Millionen Tonnen. Dazu bohren wir aktuell allerdings erst in einem
von drei potentiellen Arealen auf Cerro Ccopane.
Auf unseren 14 im nördlichen Peru gelegenen Konzessionen, die sich
östlich von Trujillo befinden, sind wir momentan noch mit geophysischen Vorarbeiten beschäftigt. Wir hoffen hier auf ein Gesamtpotential von 300 Millionen Tonnen Eisen, dessen Größe sich aber erst durch konkrete Bohrungen bestätigen lassen wird.
Sie sprachen bereits eine Transportstudie
an, die aktuell in Bearbeitung ist.
Ja, wir haben eine solche zurzeit für Cerro Ccopane in Bearbeitung.
Der Transport stellt sich wie folgt dar:
das Gestein muss zunächst ca. 190 km per Truck in die Bezirkshauptstadt Cuzco gebracht werden und von dort per Bahn etwa 800km in südliche Richtung gen Arequipa und von dort aus westlich
bis zum Hafen von Matarani.
Ich möchte die Ergebnisse noch nicht vorweg nehmen, man kann
aber von einem derzeitigen Verkaufspreis des Eisens von 150 USD
je Tonne in Shanghai ausgehen. Die gesamten Transportkosten bis dahin dürften irgendwo zwischen 40 und 50 USD pro Tonne liegen. Hinzu kommen noch die reinen Abbaukosten, die in Peru aufgrund
der dortigen Löhne sehr niedrig sind und die Kosten für das Entfernen von Schwefel und Phosphor, die aber lediglich Cent-
Beträge darstellen.
Sie leiten damit bereits zur nächsten Frage über, die Schwefelund
Phosphorgehalte. Diese werden unter Aktionären heiß diskutiert –
was hat es damit genau auf sich?
Schwefel und Phosphor sind hinderlich bei der Weiterverarbeitung
des Eisens zu Stahl, was ja den Hauptverwendungszweck
schlechthin darstellt. Bei zu hohen Schwefel- und Phosphorgehalten
wird der Stahl brüchig und kann somit nicht zum Verbau in Gebäude
verwendet werden. Aus diesem Grunde muss dem Eisen Schwefelund
Phosphorgehalt bis zu unter 0,1 % entzogen werden. Hierfür
gibt es bereits kostengünstige Methoden, bei denen die anfallenden
Kosten, auf die Gesamtmenge gerechnet, unbedeutend gering sind.
Würden Sie zum Abschluss nochmals diejenigen Punkte herausstellen,
warum potentielle Aktionäre ein Investment in Cuervo
Resources erwägen sollten?
Cuervo hat ein klares Ziel: Bis 2009 eine Milliarde Tonnen Eisen
zu finden, zu bestätigen und diese Ressourcen zusammen mit allen zu
leistenden Vorarbeiten, Studien und Nachweisen an einen potentiellen Käufer zu einem Preis zwischen zwei und fünf US-Dollar je Tonne Eisen zu verkaufen. Oder kurz gesagt: Maximaler Shareholder Value in relativ kurzer Zeit in
einem wachsenden Nachfragermarkt.
Das Interview führte Tim Roedel Anfang
Dezember 2007."
Was das dann etwa bedeuten würde, kann sich ja jeder
selbst ausmalen.
Gut finde ich es auch mal einen -sehr vagen- Richtwert von
mindestens etwa 2$/t Eisenerz zu haben, zumindest bei
Übernahmen, wo das dann hinführen kann
-schon oftmals nicht wenig.
und in der -glaube- letzten Ausgabe wurde unter
"Die heissesten Trends in 2008" versucht 4, 5 speziell
aussichtsreiche Branchen auszumachen,
eine davon war Eisenerz:
"Die heißesten Trends in 2008
von Olaf Hordenbach
Erste Boombranche: Eisenerz
Eisenerz kommt im Gegensatz zu vielen anderen Rohstoffen wie dem
Gold und dem Öl recht unspektakulär daher. Die rötlich-braune
Erde erinnert wohl eher an Dreck als an ein wertvolles „Material“.
Dabei ist es gerade das Eisenerz, das 2008 zu den aussichtsreichsten Rohstoffen gehören dürfte. Allgemein
rechnet man mit Preisaufschlägen von bis zu 30 Prozent in
den kommenden zwölf Monaten.
Hauptauslöser dürfte dabei in erster Linie die stark wachsende
Nachfrage aus China sein. Im laufenden Jahr wird das Land rund
300 Millionen Tonnen Eisenerz importieren, so die Einschätzung
von Experten. Seit 2000 hätten sich die Einfuhren damit mehr als verdreifacht.
Und die Nachfrage soll weiter steigen.
AME Mineral Economics, eine auf Rohstoffe spezialisierte Beratungsgesellschaft, geht davon aus,
dass China im Jahr 2010 etwa 400 Millionen Tonnen Eisenerz importieren muss. Ansonsten würde die heimische Stahlproduktion zum
Erliegen kommen.
Aktientipp: Adriana Resources
Adriana Resources (CA:ADI) wurde von Michael Beley und Richard
Barclay gegründet. Zwei Manager mit Erfahrung: Beley war Mitinitiator von Bema Gold, Barclay gehörte zum Gründungsteam von
Eldorado Gold.
Mit Adriana wollenwollen beide nun an ihre alten Erfolge
anknüpfen. Diesmal soll es dabei aber nicht um Gold, sondern um
Eisenerz gehen. Die Gesellschaft verfolgt derzeit zwei Kernprojekte:
Die potenzielle Eisenerzmine Lac Otelnuk im kanadischen Quebec
und den Eisenerzverladehafen im brasilianischen Bundesstaat Minas
Gerais.
Lac Otelnuk gehört zu den derzeit größten noch nicht entwickelten
Eisenerzlagerstätten der Welt. Adriana lässt derzeit intensive Bohrungen durchführen, die in den kommenden Monaten zu einem NI
43-101-Report zusammengefasst werden sollen.
Im brasilianischen Minas Gerais hat sich Adriana ein Küstenstück gesichert, auf dem nun ein Verladehafen für Eisenerz
entstehen soll. Das ist insofern aussichtsreich, da im Hinterland
unzählige Eisenerzminen existieren, die über keine modernen
Transportwege verfügen. Adriana könnte hier also eines Tages als
Dienstleistungsunternehmen in Erscheinung treten.
Adriana hat vor wenigen Wochen eine Kapitalerhöhung durchgeführt.
Es wurden knapp 30 Millionen neue Aktien zu 1,10 Kanadische
Dollar ausgegeben. Damit ist die Gesellschaft vorerst gut
finanziert."
"Die heissesten Trends in 2008" versucht 4, 5 speziell
aussichtsreiche Branchen auszumachen,
eine davon war Eisenerz:
"Die heißesten Trends in 2008
von Olaf Hordenbach
Erste Boombranche: Eisenerz
Eisenerz kommt im Gegensatz zu vielen anderen Rohstoffen wie dem
Gold und dem Öl recht unspektakulär daher. Die rötlich-braune
Erde erinnert wohl eher an Dreck als an ein wertvolles „Material“.
Dabei ist es gerade das Eisenerz, das 2008 zu den aussichtsreichsten Rohstoffen gehören dürfte. Allgemein
rechnet man mit Preisaufschlägen von bis zu 30 Prozent in
den kommenden zwölf Monaten.
Hauptauslöser dürfte dabei in erster Linie die stark wachsende
Nachfrage aus China sein. Im laufenden Jahr wird das Land rund
300 Millionen Tonnen Eisenerz importieren, so die Einschätzung
von Experten. Seit 2000 hätten sich die Einfuhren damit mehr als verdreifacht.
Und die Nachfrage soll weiter steigen.
AME Mineral Economics, eine auf Rohstoffe spezialisierte Beratungsgesellschaft, geht davon aus,
dass China im Jahr 2010 etwa 400 Millionen Tonnen Eisenerz importieren muss. Ansonsten würde die heimische Stahlproduktion zum
Erliegen kommen.
Aktientipp: Adriana Resources
Adriana Resources (CA:ADI) wurde von Michael Beley und Richard
Barclay gegründet. Zwei Manager mit Erfahrung: Beley war Mitinitiator von Bema Gold, Barclay gehörte zum Gründungsteam von
Eldorado Gold.
Mit Adriana wollenwollen beide nun an ihre alten Erfolge
anknüpfen. Diesmal soll es dabei aber nicht um Gold, sondern um
Eisenerz gehen. Die Gesellschaft verfolgt derzeit zwei Kernprojekte:
Die potenzielle Eisenerzmine Lac Otelnuk im kanadischen Quebec
und den Eisenerzverladehafen im brasilianischen Bundesstaat Minas
Gerais.
Lac Otelnuk gehört zu den derzeit größten noch nicht entwickelten
Eisenerzlagerstätten der Welt. Adriana lässt derzeit intensive Bohrungen durchführen, die in den kommenden Monaten zu einem NI
43-101-Report zusammengefasst werden sollen.
Im brasilianischen Minas Gerais hat sich Adriana ein Küstenstück gesichert, auf dem nun ein Verladehafen für Eisenerz
entstehen soll. Das ist insofern aussichtsreich, da im Hinterland
unzählige Eisenerzminen existieren, die über keine modernen
Transportwege verfügen. Adriana könnte hier also eines Tages als
Dienstleistungsunternehmen in Erscheinung treten.
Adriana hat vor wenigen Wochen eine Kapitalerhöhung durchgeführt.
Es wurden knapp 30 Millionen neue Aktien zu 1,10 Kanadische
Dollar ausgegeben. Damit ist die Gesellschaft vorerst gut
finanziert."
Und -wenn auch noch eine Weile bis dahin-, wen Kohlewerte
interessieren, das könnte man sich mal im Hinterkopf
behalten(dürfte meines Wissens eine der größten
Kohleresourcen weltweit sein):
www.miningmx.com/mining_fin/843500.htm
"Asenjo brings coal, power, fuel to the market
Allan Seccombe
Posted: Wed, 30 Jan 2008
[miningmx.com] -- ASENJO Energy will have a memorandum of understanding with a power company by June this year and another with a coal-to-liquid fuel (CTL) technology provider as it proves up some six billion tonnes of coal in Botswana.
Asenjo, is 50% owned by Australia’s ASX-listed Aquila Resources and the rest by Jonah Coal, which is equally held by Jonah Capital and JSE-listed coal group Sentula Mining, formerly Scharrig.
Asenjo plans to list in March 2009 once it has completed a pre-feasibility into Western Mmamabula, said chief operating officer Malcolm Campbell. The listing could be in Johannesburg, London or Toronto, even Botswana.
The time is ripe
The Western Mmambula coal field, which is near CIC Energy’s planned Mmamabula power generation plant and dedicated mine, has reconnaissance resources of four billion tonnes. It is the primary target in Asenjo's portfolio.
Asenjo is adopting precisely the same model CIC energy has been developing to generate power and produce liquid fuel as well as export coal from its coal field.
By March next year, Asenjo wants to have 25% of the resources classified as inferred at its three deposits as well as an additional 25% of Western Mmamabula in the indicated category ahead of the listing and the start of a two-year bankable study.
Asenjo had planned to unveil the memorandum of understanding with the technical provider for its CTL scheme today (Wednesday), but Campbell said lawyers were still ironing out the agreement.
The plan is to release details of the MOU at the Mining Indaba in Cape Town in the week starting 4 February.
While not identifying the partner, Campbell said the South Africa-based group was working on a pilot project in conjunction with the Golden Nest Technology Group in China.
Researchers at the Centre of Material and Process Synthesis at the Witwatersrand University in Johannesburg have developed the patented technology.
The technology is unlike that used by the world’s leading CTL group Sasol in that it is modular and can be started on a smaller scale before being ramped up, said Campbell.
Talks were underway with a number of potential electricity generation partners. "We hope to have a memorandum of understanding or heads of agreement by June this year," he said.
Robin Berry, CEO of Sentula, told Miningmx five drills would be deployed at the three shallow deposits during the peak dry months between May and September. The drilling programme will consume $6m of the $15m allocated to Asenjo's prospects.
Scarce water supplies in southeastern Botswana will be a serious issue to consider for the water-hungry processes of power and CTL plants.
Coal exports will be determined by infrastructure, which is currently dominated by Exxaro's Grootegeluk coal mine just across the border. The options are to build roughly 800 km of rail westwards to the Namibian harbours or 600 km east through mountainous terrain to link up to the coal line serving Richards Bay.
"The time is ripe for that kind of infrastructure," said Berry, pointing out that Chinese and Indian companies are already involved in building railway lines in other parts of Africa. "It will accelerate the development of Botswana's other resources."
Botswana is estimated to have 212 billion tonnes of coal, representing two thirds of the resources available in southern Africa.
John Barton-Bridges, CEO of Jonah Capital, said his group had other coal resources that it would vend into Asenjo. "There are some existing mines and other exploration assets that we have in Botswana," he told Miningmx."
Asenjo hat damit mutmasslich fast 3% der Kohleresourcen von Botswana -die widerum etwa 2/3 der Kohleresourcen
von ganz Südafrika haben!
Wow.
CIC Energy ist inzwischen auch bei uns gelistet,
sollte auch ein sehr interessanter Kohlewert sein.
interessieren, das könnte man sich mal im Hinterkopf
behalten(dürfte meines Wissens eine der größten
Kohleresourcen weltweit sein):
www.miningmx.com/mining_fin/843500.htm
"Asenjo brings coal, power, fuel to the market
Allan Seccombe
Posted: Wed, 30 Jan 2008
[miningmx.com] -- ASENJO Energy will have a memorandum of understanding with a power company by June this year and another with a coal-to-liquid fuel (CTL) technology provider as it proves up some six billion tonnes of coal in Botswana.
Asenjo, is 50% owned by Australia’s ASX-listed Aquila Resources and the rest by Jonah Coal, which is equally held by Jonah Capital and JSE-listed coal group Sentula Mining, formerly Scharrig.
Asenjo plans to list in March 2009 once it has completed a pre-feasibility into Western Mmamabula, said chief operating officer Malcolm Campbell. The listing could be in Johannesburg, London or Toronto, even Botswana.
The time is ripe
The Western Mmambula coal field, which is near CIC Energy’s planned Mmamabula power generation plant and dedicated mine, has reconnaissance resources of four billion tonnes. It is the primary target in Asenjo's portfolio.
Asenjo is adopting precisely the same model CIC energy has been developing to generate power and produce liquid fuel as well as export coal from its coal field.
By March next year, Asenjo wants to have 25% of the resources classified as inferred at its three deposits as well as an additional 25% of Western Mmamabula in the indicated category ahead of the listing and the start of a two-year bankable study.
Asenjo had planned to unveil the memorandum of understanding with the technical provider for its CTL scheme today (Wednesday), but Campbell said lawyers were still ironing out the agreement.
The plan is to release details of the MOU at the Mining Indaba in Cape Town in the week starting 4 February.
While not identifying the partner, Campbell said the South Africa-based group was working on a pilot project in conjunction with the Golden Nest Technology Group in China.
Researchers at the Centre of Material and Process Synthesis at the Witwatersrand University in Johannesburg have developed the patented technology.
The technology is unlike that used by the world’s leading CTL group Sasol in that it is modular and can be started on a smaller scale before being ramped up, said Campbell.
Talks were underway with a number of potential electricity generation partners. "We hope to have a memorandum of understanding or heads of agreement by June this year," he said.
Robin Berry, CEO of Sentula, told Miningmx five drills would be deployed at the three shallow deposits during the peak dry months between May and September. The drilling programme will consume $6m of the $15m allocated to Asenjo's prospects.
Scarce water supplies in southeastern Botswana will be a serious issue to consider for the water-hungry processes of power and CTL plants.
Coal exports will be determined by infrastructure, which is currently dominated by Exxaro's Grootegeluk coal mine just across the border. The options are to build roughly 800 km of rail westwards to the Namibian harbours or 600 km east through mountainous terrain to link up to the coal line serving Richards Bay.
"The time is ripe for that kind of infrastructure," said Berry, pointing out that Chinese and Indian companies are already involved in building railway lines in other parts of Africa. "It will accelerate the development of Botswana's other resources."
Botswana is estimated to have 212 billion tonnes of coal, representing two thirds of the resources available in southern Africa.
John Barton-Bridges, CEO of Jonah Capital, said his group had other coal resources that it would vend into Asenjo. "There are some existing mines and other exploration assets that we have in Botswana," he told Miningmx."
Asenjo hat damit mutmasslich fast 3% der Kohleresourcen von Botswana -die widerum etwa 2/3 der Kohleresourcen
von ganz Südafrika haben!
Wow.
CIC Energy ist inzwischen auch bei uns gelistet,
sollte auch ein sehr interessanter Kohlewert sein.
"4 February 2008
$13.93 MILLION PLACEMENT FUNDS RECEIVED FROM
JILIN TONGHUA IRON & STEEL (GROUP) MINING CO LTD
Diversified resources company IMX Resources NL (ASX:IXR) is pleased to
announce that, following the necessary government approvals, the funds from the
placement to Jilin Tonghua Iron & Steel (Group) Mining Co Ltd (Tonghua Mining)
agreed under the Heads of Agreement (HOA) (ASX 28 December 2007) have been received.
Tonghua Mining has subscribed for 16,394,000 fully paid ordinary shares in IMX
Resources at a subscription price of 85 cents, a premium to market, raising $13.93
million. Tonghua Mining holds 9.95% of the issued capital in IMX Resources, on an
undiluted basis, following the placement. Tonghua Mining has the right to acquire
9.99% of any placement made by IMX Resources in the next 12 months at the then
placement price, provided Tonghua Mining has maintained its shareholding.
The investment in IMX Resources is Tonghua Mining’s first in an Australian resources company.
IMX Resources Managing Director Duncan McBain commented “We welcome Tonghua Mining as a shareholder and look forward to building the relationship. We
view this investment by Tonghua Mining in IMX Resources and involvement with our
Cairn Hill project as only the first step and on what we believe has the potential to be
a long and mutually beneficial journey.” In mid January, IMX Resources and Tonghua Mining held a formal signing ceremony
for the Heads of Agreement in Changchun attended by senior Tonghua Iron & Steel
executives and Jilin Provincial Government officials.
Tonghua Mining has selected a site for the processing plant in northeast China to
process the unique Cairn Hill magnetite – copper – gold ore to produce a high grade
magnetite concentrate and a copper / gold concentrate. The chosen site is close to
the port at Bayuquan near Yingkuo in Liaoning Province and Tonghua Mining has
already moved into the detailed plant design.
Under the terms of the detailed HOA, Tonghua Mining will purchase 100% of the
production of Cairn Hill ROM ore from the initial project at approximately 1.2 million to
1.4 million tonnes per year, for a 3 year period, subject to extensions, at market
related prices, for both the magnetite and contained copper. The ore will be sold on a
FOB basis with the target shipping specification averaging >55% Fe and 0.43% Cu.
The prices are benchmarked using international traded prices with adjustments being
made for processing and logistics costs.
Tonghua Mining also has the first right of acceptance for any additional production
over the 1.4 million tonnes per year.
At the cessation of the sales offtake contract, IMX Resources will have the first right
to purchase the processing facility at market price. Duncan McBain said “With the subscription funds now received and the main terms
of the sales off-take agreement agreed, IMX Resources is moving forward with the
development of the Cairn Hill project with first production expected in Q3 2008.”
www.imxresources.com.au/_content/documents/725.pdf
$13.93 MILLION PLACEMENT FUNDS RECEIVED FROM
JILIN TONGHUA IRON & STEEL (GROUP) MINING CO LTD
Diversified resources company IMX Resources NL (ASX:IXR) is pleased to
announce that, following the necessary government approvals, the funds from the
placement to Jilin Tonghua Iron & Steel (Group) Mining Co Ltd (Tonghua Mining)
agreed under the Heads of Agreement (HOA) (ASX 28 December 2007) have been received.
Tonghua Mining has subscribed for 16,394,000 fully paid ordinary shares in IMX
Resources at a subscription price of 85 cents, a premium to market, raising $13.93
million. Tonghua Mining holds 9.95% of the issued capital in IMX Resources, on an
undiluted basis, following the placement. Tonghua Mining has the right to acquire
9.99% of any placement made by IMX Resources in the next 12 months at the then
placement price, provided Tonghua Mining has maintained its shareholding.
The investment in IMX Resources is Tonghua Mining’s first in an Australian resources company.
IMX Resources Managing Director Duncan McBain commented “We welcome Tonghua Mining as a shareholder and look forward to building the relationship. We
view this investment by Tonghua Mining in IMX Resources and involvement with our
Cairn Hill project as only the first step and on what we believe has the potential to be
a long and mutually beneficial journey.” In mid January, IMX Resources and Tonghua Mining held a formal signing ceremony
for the Heads of Agreement in Changchun attended by senior Tonghua Iron & Steel
executives and Jilin Provincial Government officials.
Tonghua Mining has selected a site for the processing plant in northeast China to
process the unique Cairn Hill magnetite – copper – gold ore to produce a high grade
magnetite concentrate and a copper / gold concentrate. The chosen site is close to
the port at Bayuquan near Yingkuo in Liaoning Province and Tonghua Mining has
already moved into the detailed plant design.
Under the terms of the detailed HOA, Tonghua Mining will purchase 100% of the
production of Cairn Hill ROM ore from the initial project at approximately 1.2 million to
1.4 million tonnes per year, for a 3 year period, subject to extensions, at market
related prices, for both the magnetite and contained copper. The ore will be sold on a
FOB basis with the target shipping specification averaging >55% Fe and 0.43% Cu.
The prices are benchmarked using international traded prices with adjustments being
made for processing and logistics costs.
Tonghua Mining also has the first right of acceptance for any additional production
over the 1.4 million tonnes per year.
At the cessation of the sales offtake contract, IMX Resources will have the first right
to purchase the processing facility at market price. Duncan McBain said “With the subscription funds now received and the main terms
of the sales off-take agreement agreed, IMX Resources is moving forward with the
development of the Cairn Hill project with first production expected in Q3 2008.”
www.imxresources.com.au/_content/documents/725.pdf
www.corporatefile.com.au/documents/OB/MD%20Outlines%20Nullag…
"Date of lodgement: 5-Feb-2008
Title: Open Briefing®. BC Iron. MD Outlines Nullagine Scoping Study
Record of interview:
corporatefile.com.au
BC Iron Limited (ASX code: BCI) has recently commenced a Scoping Study into
the Bonnie Creek Channel Iron Deposit (CID) in the Pilbara region of Western
Australia. Why have you chosen to fast-track development of the Bonnie Creek project? What are the key milestones ahead?
MD Mike Young
We’ve decided to accelerate the development of Bonnie Creek because we know we have two prospects there with excellent potential for immediate development and several more currently at the exploration stage which may feed into the operation in the future. The key thing is to get into production sooner rather than later.
The deposits over the whole Nullagine area are pretty widely spaced: for instance, up to 60 kilometres separates Outcamp from Kelly Anne, so the infrastructure requirements over a broad area would bring somewhat higher costs, which is why we’ve decided to focus our initial efforts at these two deposits. Outcamp is an
advanced target, as is Coongan, showing good Fe (iron) grades. It offers the best chance of early profitable development and, once cash flow starts from Bonnie Creek, this will allow us to start looking at our other deposits in the broader area.
The key milestones are obviously the Scoping Study, which we expect to complete by May. This will give us the confidence to move forward with resource drill-outsat Coongan and Outcamp. Recently, we have received some positive results from Warrigal, located right next door to Outcamp. This could also form part of our
accelerated development strategy.
The other milestones for development are the environmental and flora/fauna surveys and the feasibility study. These all take time, but we’ve taken the approach that the Scoping Study will be positive and commenced field work on those with the assumption that we’ll move forward. There are a lot of things you can do concurrently and anything that we can fast track we certainly will.
corporatefile.com.au
You have outlined a preference for the establishment of a DSO (Direct Shipping Ore) operation for the Nullagine Project. Why is this your preferred development
option? What about your capital expectations?
MD Mike Young
This is our preferred option because we want to get into a low cost operation as soon as we can. Direct Shipping Ore is whatever the customer will take on the ship, at the specifications that they require. It’s hard to put a number around DSO because, until you’ve done your marketing and talked to customers and decided on
a specification, you can’t talk specifics. To put it simply, DSO is what the customers will buy.
What it means is that we won’t require a beneficiation plant; it will just be simple crushing and screening. This will enable us to keep our capex down. It also means our operating costs will be lower. Another bonus is that a lot of the DSO material at Outcamp and Warrigal is at or near surface, which will further reduce
our mining costs.
The amount of capital required for the project really depends on whether we do a mine gate sale with Fortescue, or whether we sell direct to our own customers. For the mining operation itself, we’d be looking at capex in the course of the Scoping Study. But in the first instance, it will be for a simple crushing and
screening plant and camp – a basic low cost operation.
This would be similar to what Portman has achieved with Koolyanobbing since the late 90’s, which enabled them to operate profitably even when iron prices were around $30 per tonne. We see a very simple operation – crushing and screening – that is reminiscent of junior gold miners and I think we can emulate that to get up and running fairly cheaply and quickly.
corporatefile.com.au
Part of the Scoping Study at Bonnie Creek will include delivery of a maiden resource estimate. Are you confident this will meet your original grade and tonnage estimates? What are the risks?
MD Mike Young
Obviously there are the usual qualifications in terms of geological and exploration risk which face any exploration company, however, based on the infill drilling thatwe’ve done to date and the diamond drilling I feel comfortable with our earlier tonnage and grade targets.
In terms of risk, it’s really a bit of a chicken and egg scenario. Until you actually have a resource model, it’s difficult to start talking to potential customers about what specification they need; and until you have specifications, it’s difficult to
refine your model. We will do a global resource based on geological and iron (Fe) grades, and from there we’ll take that model and assess it for the blending options that are open to us.
We’ve said that Outcamp is going to have 15 to 20 million tonnes of between 55 to 58% Fe-content and we’ve done enough drilling to give us the confidence we’ll get that, so we see very little risk in the resource and it’s now just a matter of tightening up our model.
corporatefile.com.au
Can you discuss the results from Shaw River? What are detritals and how would you unlock their potential value in this aspect of the Project?
MD Mike Young
The Shaw River results have defined more iron targets for us. Drilling has indicated that several of the prospects contain medium grade iron ore in the 50 to 55% Fe range. One of the key things about all of the iron CIDs at Nullagine is that
we have a high loss on ignition (LOI), which is basically the material in the ore which is burned off during the early part of the steelmaking process. This means that the material has a higher calcined Fe grade. In steelmaking, any crystalline
water, carbon dioxide or carbon that’s in the ore gets burnt off which inherently upgrades the material – and that’s what we refer to as calcined Fe.
This moderate iron grade which we are seeing at Shaw River still has potential, particularly given the current very high levels of demand for iron ore. How much potential it has, we just don’t know yet. We haven’t finished drilling Shaw River,
but in the near-term, we will focus just on the direct shipping material at Outcamp and Bonnie Creek as we see that as the best way of enhancing the value of the company in the short term. As we get more information from our customers as to
what they want we’ll assess more closely the potential of Shaw River. The detritals are basically the deposits of iron-rich gravels that occur due to modern day erosion at the bottom of the mesas. They are typically lower grade as
there’s other material that’s washed in, but if they comprise favourable mineralogy and ore characteristics, they can be simply upgraded through screening. Detritals are normally at surface, so they can be free digging, with only moderate capex and
operating costs, so there’s potential for additional ore feed there. When you consider that they have a relatively higher grade and potentially lower capex requirement than magnetite deposits, they certainly present a future development
opportunity for the company.
corporatefile.com.au
What about the exploration and development possibilities across the balance of your Nullagine Project area tenements? Where are the best opportunities to expand your resource footprint?
MD Mike Young
The first target that sticks out is Warrigal Well. We’ve only done broadly spaced reconnaissance drilled so far, but all the results to date have been very positive.
It’s also quite thick. Warrigal will certainly be drilled out in the first phase of drilling later this year and is likely to become an advanced target very rapidly.
Because of their proximity to the potential operation, the other prospects we’ll look at are Bonnie Creek East and Central. Drilling there has revealed the potential for DSO and despite some of that material being interbedded with clays,
several of the mining techniques we’re looking at may allow us to easily and cheaply selectively mine these.
We’ll return to drilling Shaw River at a later stage, but if we have the manpower, we may do that concurrently by having someone do some mapping and some simple bulk sampling and if that’s positive, some drilling.
corporatefile.com.au
What other work is planned for this year? Can you afford to explore and develop simultaneously?
MD Mike Young
The Scoping Study is the first major bit of work we’re doing this year. We’ve secured two drill rigs so once the wet season ends in April we can start doing the resource drill-out at Coongan, Outcamp and also Warrigal. We’ll then do some follow-up exploration on the potential for the detritals at Shaw River and possibly
those at Nullagine and Bonnie Creek.
In November last year we raised just over $9 million through the issue of 5.4 million shares at $1.70 per share and we currently have about $11 million in the bank. The budget that we put forward for the capital raising assumed that we would be doing a significant amount of infill drilling this year as well as a
feasibility study. We can certainly afford our exploration and development through this year, and I believe that, if necessary, we can extend that out at least 18
months before we would need to raise any more money.
corporatefile.com.au
Both BHP-Billiton and Rio Tinto have flagged significant expansion plans for their Pilbara iron ore operations. Fortescue Metals has also accelerated and expanded development of its Cloud Break project. Does this leave room for a junior iron ore player like BC Iron? Is it unreasonable to expect that all of the iron projects currently planned in WA will proceed through to production?
MD Mike Young
Paradoxically, I think that as the super-majors and majors in the iron ore industry get bigger, some of the smaller customers may get squeezed out. I think smallercustomers – particularly the smaller steel mills in China, Malaysia, Indonesia and others throughout Asia – may look at smaller providers like BC Iron to obtain their
ore. Another important success determinant is the relationship. At the junior end, the customer deals directly with the Managing Director. Buying from us means we can deliver a more specific product and the customer can have greater input into
what’s delivered. This is an important point of difference for smaller niche companies like ours and presents a real opportunity for us to capture market share.
While global demand for iron ore remains strong, realistically it’s unlikely that every single project planned in Australia will succeed; however, those located closer to infrastructure development stand a better than average chance of getting up.
corporatefile.com.au
Until recently, Consolidated Minerals (CSM) held a 26.3% stake in BC Iron. With CSM now 100%-owned by unlisted Ukrainian company Palmary, what are the implications for BC Iron going forward under the new ownership structure?
MD Mike Young
I haven’t spoken to Palmary directly, but basically their public statements with regard to CSM have been pretty much steady as she goes. We have had no indication from them that there is going to be any change in the short term and we are moving forward with our development plans with the full backing and continued support of the CSM/Palmary group.
It’s important that people understand that the shares owned by CSM were actually owned through Consolidated Iron Pty Ltd. Those shares are in escrow and will remain so until 15 December 2008. The only way those shares can come out of escrow is if there is a takeover or a merger, and even then that must happen with
the permission of the ASX.
corporatefile.com.au
We’ve seen significant volatility in global financial and equity markets recently, including a significant sell-down on the Australian market. What is BC Iron’s strategy for maintaining shareholder value and delivering on its core objectives in
this environment?
MD Mike Young
The challenge is to move perceptions toward being a production company as opposed to an explorer. The future value of the company is now as a potential producer and our strategy is to move forward as we have planned from last year.
The recent market volatility will have no effect on that, nor should it. Of course the recent market pull-back is disappointing for our investors, however none of our major shareholders have sold and everyone involved with the company is still very
much focused on the underlying value of our assets. In fact, with our strong cash position, it could open up significant opportunities for us to potentially acquire or
joint venture into other projects. As a company we need to be responsible, but keep our eyes open for any such opportunities.
corporatefile.com.au
Thank you Mike.
For further information on BC Iron Limited visit www.bciron.com.au or call Mike
Young on (08) 9324 3200.
To read other Open Briefings, or to receive future Open Briefings by email, please
visit www.corporatefile.com"
"Date of lodgement: 5-Feb-2008
Title: Open Briefing®. BC Iron. MD Outlines Nullagine Scoping Study
Record of interview:
corporatefile.com.au
BC Iron Limited (ASX code: BCI) has recently commenced a Scoping Study into
the Bonnie Creek Channel Iron Deposit (CID) in the Pilbara region of Western
Australia. Why have you chosen to fast-track development of the Bonnie Creek project? What are the key milestones ahead?
MD Mike Young
We’ve decided to accelerate the development of Bonnie Creek because we know we have two prospects there with excellent potential for immediate development and several more currently at the exploration stage which may feed into the operation in the future. The key thing is to get into production sooner rather than later.
The deposits over the whole Nullagine area are pretty widely spaced: for instance, up to 60 kilometres separates Outcamp from Kelly Anne, so the infrastructure requirements over a broad area would bring somewhat higher costs, which is why we’ve decided to focus our initial efforts at these two deposits. Outcamp is an
advanced target, as is Coongan, showing good Fe (iron) grades. It offers the best chance of early profitable development and, once cash flow starts from Bonnie Creek, this will allow us to start looking at our other deposits in the broader area.
The key milestones are obviously the Scoping Study, which we expect to complete by May. This will give us the confidence to move forward with resource drill-outsat Coongan and Outcamp. Recently, we have received some positive results from Warrigal, located right next door to Outcamp. This could also form part of our
accelerated development strategy.
The other milestones for development are the environmental and flora/fauna surveys and the feasibility study. These all take time, but we’ve taken the approach that the Scoping Study will be positive and commenced field work on those with the assumption that we’ll move forward. There are a lot of things you can do concurrently and anything that we can fast track we certainly will.
corporatefile.com.au
You have outlined a preference for the establishment of a DSO (Direct Shipping Ore) operation for the Nullagine Project. Why is this your preferred development
option? What about your capital expectations?
MD Mike Young
This is our preferred option because we want to get into a low cost operation as soon as we can. Direct Shipping Ore is whatever the customer will take on the ship, at the specifications that they require. It’s hard to put a number around DSO because, until you’ve done your marketing and talked to customers and decided on
a specification, you can’t talk specifics. To put it simply, DSO is what the customers will buy.
What it means is that we won’t require a beneficiation plant; it will just be simple crushing and screening. This will enable us to keep our capex down. It also means our operating costs will be lower. Another bonus is that a lot of the DSO material at Outcamp and Warrigal is at or near surface, which will further reduce
our mining costs.
The amount of capital required for the project really depends on whether we do a mine gate sale with Fortescue, or whether we sell direct to our own customers. For the mining operation itself, we’d be looking at capex in the course of the Scoping Study. But in the first instance, it will be for a simple crushing and
screening plant and camp – a basic low cost operation.
This would be similar to what Portman has achieved with Koolyanobbing since the late 90’s, which enabled them to operate profitably even when iron prices were around $30 per tonne. We see a very simple operation – crushing and screening – that is reminiscent of junior gold miners and I think we can emulate that to get up and running fairly cheaply and quickly.
corporatefile.com.au
Part of the Scoping Study at Bonnie Creek will include delivery of a maiden resource estimate. Are you confident this will meet your original grade and tonnage estimates? What are the risks?
MD Mike Young
Obviously there are the usual qualifications in terms of geological and exploration risk which face any exploration company, however, based on the infill drilling thatwe’ve done to date and the diamond drilling I feel comfortable with our earlier tonnage and grade targets.
In terms of risk, it’s really a bit of a chicken and egg scenario. Until you actually have a resource model, it’s difficult to start talking to potential customers about what specification they need; and until you have specifications, it’s difficult to
refine your model. We will do a global resource based on geological and iron (Fe) grades, and from there we’ll take that model and assess it for the blending options that are open to us.
We’ve said that Outcamp is going to have 15 to 20 million tonnes of between 55 to 58% Fe-content and we’ve done enough drilling to give us the confidence we’ll get that, so we see very little risk in the resource and it’s now just a matter of tightening up our model.
corporatefile.com.au
Can you discuss the results from Shaw River? What are detritals and how would you unlock their potential value in this aspect of the Project?
MD Mike Young
The Shaw River results have defined more iron targets for us. Drilling has indicated that several of the prospects contain medium grade iron ore in the 50 to 55% Fe range. One of the key things about all of the iron CIDs at Nullagine is that
we have a high loss on ignition (LOI), which is basically the material in the ore which is burned off during the early part of the steelmaking process. This means that the material has a higher calcined Fe grade. In steelmaking, any crystalline
water, carbon dioxide or carbon that’s in the ore gets burnt off which inherently upgrades the material – and that’s what we refer to as calcined Fe.
This moderate iron grade which we are seeing at Shaw River still has potential, particularly given the current very high levels of demand for iron ore. How much potential it has, we just don’t know yet. We haven’t finished drilling Shaw River,
but in the near-term, we will focus just on the direct shipping material at Outcamp and Bonnie Creek as we see that as the best way of enhancing the value of the company in the short term. As we get more information from our customers as to
what they want we’ll assess more closely the potential of Shaw River. The detritals are basically the deposits of iron-rich gravels that occur due to modern day erosion at the bottom of the mesas. They are typically lower grade as
there’s other material that’s washed in, but if they comprise favourable mineralogy and ore characteristics, they can be simply upgraded through screening. Detritals are normally at surface, so they can be free digging, with only moderate capex and
operating costs, so there’s potential for additional ore feed there. When you consider that they have a relatively higher grade and potentially lower capex requirement than magnetite deposits, they certainly present a future development
opportunity for the company.
corporatefile.com.au
What about the exploration and development possibilities across the balance of your Nullagine Project area tenements? Where are the best opportunities to expand your resource footprint?
MD Mike Young
The first target that sticks out is Warrigal Well. We’ve only done broadly spaced reconnaissance drilled so far, but all the results to date have been very positive.
It’s also quite thick. Warrigal will certainly be drilled out in the first phase of drilling later this year and is likely to become an advanced target very rapidly.
Because of their proximity to the potential operation, the other prospects we’ll look at are Bonnie Creek East and Central. Drilling there has revealed the potential for DSO and despite some of that material being interbedded with clays,
several of the mining techniques we’re looking at may allow us to easily and cheaply selectively mine these.
We’ll return to drilling Shaw River at a later stage, but if we have the manpower, we may do that concurrently by having someone do some mapping and some simple bulk sampling and if that’s positive, some drilling.
corporatefile.com.au
What other work is planned for this year? Can you afford to explore and develop simultaneously?
MD Mike Young
The Scoping Study is the first major bit of work we’re doing this year. We’ve secured two drill rigs so once the wet season ends in April we can start doing the resource drill-out at Coongan, Outcamp and also Warrigal. We’ll then do some follow-up exploration on the potential for the detritals at Shaw River and possibly
those at Nullagine and Bonnie Creek.
In November last year we raised just over $9 million through the issue of 5.4 million shares at $1.70 per share and we currently have about $11 million in the bank. The budget that we put forward for the capital raising assumed that we would be doing a significant amount of infill drilling this year as well as a
feasibility study. We can certainly afford our exploration and development through this year, and I believe that, if necessary, we can extend that out at least 18
months before we would need to raise any more money.
corporatefile.com.au
Both BHP-Billiton and Rio Tinto have flagged significant expansion plans for their Pilbara iron ore operations. Fortescue Metals has also accelerated and expanded development of its Cloud Break project. Does this leave room for a junior iron ore player like BC Iron? Is it unreasonable to expect that all of the iron projects currently planned in WA will proceed through to production?
MD Mike Young
Paradoxically, I think that as the super-majors and majors in the iron ore industry get bigger, some of the smaller customers may get squeezed out. I think smallercustomers – particularly the smaller steel mills in China, Malaysia, Indonesia and others throughout Asia – may look at smaller providers like BC Iron to obtain their
ore. Another important success determinant is the relationship. At the junior end, the customer deals directly with the Managing Director. Buying from us means we can deliver a more specific product and the customer can have greater input into
what’s delivered. This is an important point of difference for smaller niche companies like ours and presents a real opportunity for us to capture market share.
While global demand for iron ore remains strong, realistically it’s unlikely that every single project planned in Australia will succeed; however, those located closer to infrastructure development stand a better than average chance of getting up.
corporatefile.com.au
Until recently, Consolidated Minerals (CSM) held a 26.3% stake in BC Iron. With CSM now 100%-owned by unlisted Ukrainian company Palmary, what are the implications for BC Iron going forward under the new ownership structure?
MD Mike Young
I haven’t spoken to Palmary directly, but basically their public statements with regard to CSM have been pretty much steady as she goes. We have had no indication from them that there is going to be any change in the short term and we are moving forward with our development plans with the full backing and continued support of the CSM/Palmary group.
It’s important that people understand that the shares owned by CSM were actually owned through Consolidated Iron Pty Ltd. Those shares are in escrow and will remain so until 15 December 2008. The only way those shares can come out of escrow is if there is a takeover or a merger, and even then that must happen with
the permission of the ASX.
corporatefile.com.au
We’ve seen significant volatility in global financial and equity markets recently, including a significant sell-down on the Australian market. What is BC Iron’s strategy for maintaining shareholder value and delivering on its core objectives in
this environment?
MD Mike Young
The challenge is to move perceptions toward being a production company as opposed to an explorer. The future value of the company is now as a potential producer and our strategy is to move forward as we have planned from last year.
The recent market volatility will have no effect on that, nor should it. Of course the recent market pull-back is disappointing for our investors, however none of our major shareholders have sold and everyone involved with the company is still very
much focused on the underlying value of our assets. In fact, with our strong cash position, it could open up significant opportunities for us to potentially acquire or
joint venture into other projects. As a company we need to be responsible, but keep our eyes open for any such opportunities.
corporatefile.com.au
Thank you Mike.
For further information on BC Iron Limited visit www.bciron.com.au or call Mike
Young on (08) 9324 3200.
To read other Open Briefings, or to receive future Open Briefings by email, please
visit www.corporatefile.com"
"Iron ore talks
Posted: Tue, 05 Feb 2008
[miningmx.com] -- NEGOTIATIONS between Chinese steel makers and the world's largest iron ore producers could drag out as long as May or June this year, I-Net Bridge said on Tuesday, citing Magnus Ericsson, chairman of the Raw Materials Group.
Presenting the outlook for iron ore at this year's Mining Indaba, Ericsson said China was also highly unlikely to just accept the 70% price rise bandied about by the market.
With Chinese domestic production rising, the steel makers were more likely to agree to an increase of closer to 30%.
According to Marketwatch, Chinese steel makers have seen iron ore prices climb 177% in five years, driven largely by the expansion of its own steel production."
Posted: Tue, 05 Feb 2008
[miningmx.com] -- NEGOTIATIONS between Chinese steel makers and the world's largest iron ore producers could drag out as long as May or June this year, I-Net Bridge said on Tuesday, citing Magnus Ericsson, chairman of the Raw Materials Group.
Presenting the outlook for iron ore at this year's Mining Indaba, Ericsson said China was also highly unlikely to just accept the 70% price rise bandied about by the market.
With Chinese domestic production rising, the steel makers were more likely to agree to an increase of closer to 30%.
According to Marketwatch, Chinese steel makers have seen iron ore prices climb 177% in five years, driven largely by the expansion of its own steel production."
"SOUTH AUSTRALIAN PROJECTS
Steelmaker may have closed port door on iron ore hopefuls
Onesteel Ltd, the steelmaker using port facilities at the industrial city of Whyalla, appears to have temporarily closed the door on other iron ore and magnetite developers on Eyre Peninsula.
Author: Ross Louthean
Posted: Monday , 04 Feb 2008
PERTH -
Centrex Metals Ltd (ASX: CXM) said Monday it was already undertaking studies for port options at Port Lincoln or nearby Proper Bay near the southern tip of Eyre Peninsula in anticipation that Onesteel would not be progressing any joint use of port infrastructure at the well established facilities in Whyalla.
For decades Whyalla has been the sole shipping port for iron ore and magnetite and steel products from the sole South Australian exporter and trans-shipper, Onesteel, formerly a BHP Billiton company.
The disclosure Monday from Onesteel was that in view of its own studies and undertakings it would not advance any activity or discussions under a memorandum of understanding on other parties using the Whyalla port infrastructure.
Centrex's Managing Director Gerard Anderson said his company had noticed an announcement by another iron ore-magnetite mining hopeful, Western Plains Resources Ltd (ASX: WPG) in late December that Onesteel would not allow usage of trans-shipment barges at the Port of Whyalla for direct shipping of iron ore.
This whole issue replicates the long held stance on use of the iron ore railways in the Pilbara of Western Australia, all now controlled by Rio Tinto and BHPB, of preventing new competing companies to utilise these facilities even though access rights were written into state development agreements (Fortescue Metals Group has successfully appealed on this issue in the Australian High Court).
Anderson said Monday that Centrex has started a mine and rehabilitation plan for development of the Wilgerup haematite deposits near Lock on central Eyre Peninsula which are only about 18 kilometres from the railway line leading to Port Lincoln.
Wilgerup is only one of a series of iron ore and magnetite deposits held by Centrex. This deposit has a resource in its northern lens of 6.08 million tonnes of high phosphorous, low silica ore grading 69.51% Fe (iron). The contimant ratios are in reverse in the southern lens where there are 1.77 Mt of low phosphorous, high silica ore grading 61% Fe.
Late last year China's tenth largest steelmaker Bautou Iron & Steel (Group) Co Ltd took up a shareholding block in Centrex for $A4.38 M ($US3.96 M) and with it an agreement to take 1 Mt per annum of haematite ore for five years and a right to take a further 50% of a planned 2 Mtpa mining operation."
Steelmaker may have closed port door on iron ore hopefuls
Onesteel Ltd, the steelmaker using port facilities at the industrial city of Whyalla, appears to have temporarily closed the door on other iron ore and magnetite developers on Eyre Peninsula.
Author: Ross Louthean
Posted: Monday , 04 Feb 2008
PERTH -
Centrex Metals Ltd (ASX: CXM) said Monday it was already undertaking studies for port options at Port Lincoln or nearby Proper Bay near the southern tip of Eyre Peninsula in anticipation that Onesteel would not be progressing any joint use of port infrastructure at the well established facilities in Whyalla.
For decades Whyalla has been the sole shipping port for iron ore and magnetite and steel products from the sole South Australian exporter and trans-shipper, Onesteel, formerly a BHP Billiton company.
The disclosure Monday from Onesteel was that in view of its own studies and undertakings it would not advance any activity or discussions under a memorandum of understanding on other parties using the Whyalla port infrastructure.
Centrex's Managing Director Gerard Anderson said his company had noticed an announcement by another iron ore-magnetite mining hopeful, Western Plains Resources Ltd (ASX: WPG) in late December that Onesteel would not allow usage of trans-shipment barges at the Port of Whyalla for direct shipping of iron ore.
This whole issue replicates the long held stance on use of the iron ore railways in the Pilbara of Western Australia, all now controlled by Rio Tinto and BHPB, of preventing new competing companies to utilise these facilities even though access rights were written into state development agreements (Fortescue Metals Group has successfully appealed on this issue in the Australian High Court).
Anderson said Monday that Centrex has started a mine and rehabilitation plan for development of the Wilgerup haematite deposits near Lock on central Eyre Peninsula which are only about 18 kilometres from the railway line leading to Port Lincoln.
Wilgerup is only one of a series of iron ore and magnetite deposits held by Centrex. This deposit has a resource in its northern lens of 6.08 million tonnes of high phosphorous, low silica ore grading 69.51% Fe (iron). The contimant ratios are in reverse in the southern lens where there are 1.77 Mt of low phosphorous, high silica ore grading 61% Fe.
Late last year China's tenth largest steelmaker Bautou Iron & Steel (Group) Co Ltd took up a shareholding block in Centrex for $A4.38 M ($US3.96 M) and with it an agreement to take 1 Mt per annum of haematite ore for five years and a right to take a further 50% of a planned 2 Mtpa mining operation."
"TATA OUT, DMC IN
Liberia snubs Tata Steel over huge iron ore development and settles for SA junior
Liberia has selected a junior South African explorer and miner to develop its huge iron ore deposits, snubbing such giants as Tata Steel and ArcelorMittal.
Author: Rodrick Mukumbira
Posted: Friday , 01 Feb 2008
WINDHOEK -
Indian steel giant Tata Steel had expected that, with its financial muscle, it could wrest Liberia's Western Cluster Iron Ore Deposits from the clutches of six rivals.
As it sought to insulate itself from the rising iron ore prices and ward off competition from Chinese steelmakers, Tata Steel had brandished a purse of up to US$2 billion in late December last year, as it tendered to develop a mine at the deposits.
But all that has been lost. And in a strange turn of events, Johannesburg-based Delta Mining Consolidated (DMC) this week emerged the winner of the bid to develop the deposits, beating besides Tata Steel, Sinosteel Corporation, Xingxing Group, Rio Doce South Africa, ArcelorMittal and Bahlodi Africa, according to a South African state news agency BuaNews report. This is still short of an actual project go-ahead but will enable DMC to undertake the necessary work to come up with a mining plan and take the steps to gain final project approval from the Liberian government.
While it is still sketchy as to why the Liberian President Ellen Johnson settled for the South African company to develop the huge iron ore deposits considering its bid of US$1.6 billion, DMC had on Friday not received an official communication from the government which is aiming at using this resource to rebuild its infrastructure devastated by civil war from 1989 to 2003.
BuaNews quotes the company as saying that President Johnson made the announcement sometime this week in a speech to the legislature, and "it has been public knowledge for several weeks that the company was on a short list for the tender."
DMC will be required to mine and manage the concession for a minimum period of 25 years with the option of renewal for additional agreed periods.
The Western Cluster consists of three iron ore deposits namely the Mano River Iron Ore deposit, formerly mined by the National Iron Ore Company; the western portion of the Bomi Hills Iron Ore deposit formerly mined by the Liberia Mining Company; and the never exploited Bea Mountain Iron Ore deposit.
The Liberian government combined the deposits in July last year following an investment analysis that showed that developing the deposits as one entity would be more attractive.
DMC, a diversified junior exploration and mining group trading in the South African, SADC and West African markets, specialises in all fields of mineral exploration and mining. It says on its website that it has extensive credentials in mining in southern Africa where, in addition to its valuable mineral resources, it incorporates high value down-stream services and activities to enhance its product base for its stakeholders.
Through its subsidiaries, DMC has diversified its commodity base to include diamonds, gold, torbanite, coal and the latest addition iron ore.
BuaNews reports that following the announcement, the company has since prepared a Special Purpose Vehicle with funding to enable initial development of the project. But this will depend upon official confirmation being received from Liberia's Ministry of Land, Mines and Energy."
Damit könnte besagte 'Delta Mining' auch ziemlich interessant werden, bin mir aber nicht sicher, ob die bei uns -oder überhaupt
irgendwo- gelistet sind.
Liberia snubs Tata Steel over huge iron ore development and settles for SA junior
Liberia has selected a junior South African explorer and miner to develop its huge iron ore deposits, snubbing such giants as Tata Steel and ArcelorMittal.
Author: Rodrick Mukumbira
Posted: Friday , 01 Feb 2008
WINDHOEK -
Indian steel giant Tata Steel had expected that, with its financial muscle, it could wrest Liberia's Western Cluster Iron Ore Deposits from the clutches of six rivals.
As it sought to insulate itself from the rising iron ore prices and ward off competition from Chinese steelmakers, Tata Steel had brandished a purse of up to US$2 billion in late December last year, as it tendered to develop a mine at the deposits.
But all that has been lost. And in a strange turn of events, Johannesburg-based Delta Mining Consolidated (DMC) this week emerged the winner of the bid to develop the deposits, beating besides Tata Steel, Sinosteel Corporation, Xingxing Group, Rio Doce South Africa, ArcelorMittal and Bahlodi Africa, according to a South African state news agency BuaNews report. This is still short of an actual project go-ahead but will enable DMC to undertake the necessary work to come up with a mining plan and take the steps to gain final project approval from the Liberian government.
While it is still sketchy as to why the Liberian President Ellen Johnson settled for the South African company to develop the huge iron ore deposits considering its bid of US$1.6 billion, DMC had on Friday not received an official communication from the government which is aiming at using this resource to rebuild its infrastructure devastated by civil war from 1989 to 2003.
BuaNews quotes the company as saying that President Johnson made the announcement sometime this week in a speech to the legislature, and "it has been public knowledge for several weeks that the company was on a short list for the tender."
DMC will be required to mine and manage the concession for a minimum period of 25 years with the option of renewal for additional agreed periods.
The Western Cluster consists of three iron ore deposits namely the Mano River Iron Ore deposit, formerly mined by the National Iron Ore Company; the western portion of the Bomi Hills Iron Ore deposit formerly mined by the Liberia Mining Company; and the never exploited Bea Mountain Iron Ore deposit.
The Liberian government combined the deposits in July last year following an investment analysis that showed that developing the deposits as one entity would be more attractive.
DMC, a diversified junior exploration and mining group trading in the South African, SADC and West African markets, specialises in all fields of mineral exploration and mining. It says on its website that it has extensive credentials in mining in southern Africa where, in addition to its valuable mineral resources, it incorporates high value down-stream services and activities to enhance its product base for its stakeholders.
Through its subsidiaries, DMC has diversified its commodity base to include diamonds, gold, torbanite, coal and the latest addition iron ore.
BuaNews reports that following the announcement, the company has since prepared a Special Purpose Vehicle with funding to enable initial development of the project. But this will depend upon official confirmation being received from Liberia's Ministry of Land, Mines and Energy."
Damit könnte besagte 'Delta Mining' auch ziemlich interessant werden, bin mir aber nicht sicher, ob die bei uns -oder überhaupt
irgendwo- gelistet sind.
Aus einem Board(18.01.08),
zu Advanced kann ich nicht soviel sagen,
die WSite ist ziemlich karg...
"Kam heute per E-mail:
Sehr geehrte Leser!
Was derzeit mit einigen Aktien aus dem Rohstoffbereich passiert, macht keinen Sinn.
Deshalb gehen wir nun sukzessive auf Einkaufstour.
KAUF
Advanced Exploration
WKN A0D8ZT
Stück: 1.500
Limit: Ohne (die Aktie notiert gerade bei 1,21 Euro mit 11 % im Minus), denn wir möchten die Aktie auf jeden Fall mit einer ersten Position zu diesen Kursen im Depot haben.
ISIN CA00765C1086
Hintergrund:
Advanced Exploration hat mit dem Roche Bay – Projekt eines der größten Eisenerz-Projekte der Welt mit einer historischen Ressource von 1,2 Milliarden Tonnen Eisenerz. Die aktuellen Ereignisse um Eisenerz brauchen wir Ihnen nicht mehr zu schreiben – siehe Updates von gestern.
Uns kommt es derzeit so vor, als wie wenn einige Investoren folgendermaßen vorgehen:
Man fragt sich, was sich noch gut gehalten hat und dann wird schonungslos „drauf gehauen“. Fundamentale Daten interessieren in diesem Umfeld keinen Menschen! Doch dies wird sich auch wieder ändern!
Dann wird man sehen, dass eine Börsenbewertung von unter 40 Millionen für einen Eisenerz-Marktwert von 200 Milliarden USD (wie bei Advanced) wohl der „Witz des Jahres“ ist. Uns fehlen ehrlich gesagt bei manchen Kursen inzwischen die Worte.
Wir haben heute auch mit CEO John Gingerich gesprochen, dem die aktuelle Aktienkursschwäche eher unbeeindruckt lässt. Er wisse, auf welchen Werten Advanced Exploration sitze. Angesprochen auf die Möglichkeit, dass eine geplante Finanzierung aufgrund des schwachen Aktienkurses scheitern könnte, meinte er, dass er diese auch aufgrund eines niedrigeren Aktienkurses nicht für gefährdet hält, da er sich gestern erst mit der Investorengruppe darüber unterhalten habe. Der eigentliche Treiber für Melville sei der zugrunde liegende Vertrag mit den Einheimischen in Nunavut und nicht primär der Aktienkurs.
Advanced hatte mit Melville Capital eine Erklärung bekannt gegeben, dass diese Private Equity Gesellschaft bis zu 3 Millionen Aktien zu 4 CAD und weitere 53 Mio. CAD (insgesamt 65 Mio. CAD) mit einer Wandelanleihe (wobei der Wandlungspreis 5,25 CAD sein soll) in Advanced Exploration investieren wird.
Aber jammern hilft nicht – wenn man daran glaubt, dass der Rohstoff-Bullenmarkt nicht zu Ende ist (und davon gehen wir aus – wir denken sogar, dass das Defizit nach der möglichen US-Rezession in der darauf folgenden Erholung noch extremer sein wird! Eventuell wird die US-Rezession auch nur herbeigeredet, um die Rohstoffpreise zu drücken und um somit die Inflation zu bekämpfen und den US-Dollar zu stärken), dann muss man hier antizyklisch handeln!
Viel Erfolg!
Das Team von www.rohstoffraketen.de"
In dem Falle hätten sie wohl recht große Parallelen zu Cuervo,
wenn denn...
zu Advanced kann ich nicht soviel sagen,
die WSite ist ziemlich karg...
"Kam heute per E-mail:
Sehr geehrte Leser!
Was derzeit mit einigen Aktien aus dem Rohstoffbereich passiert, macht keinen Sinn.
Deshalb gehen wir nun sukzessive auf Einkaufstour.
KAUF
Advanced Exploration
WKN A0D8ZT
Stück: 1.500
Limit: Ohne (die Aktie notiert gerade bei 1,21 Euro mit 11 % im Minus), denn wir möchten die Aktie auf jeden Fall mit einer ersten Position zu diesen Kursen im Depot haben.
ISIN CA00765C1086
Hintergrund:
Advanced Exploration hat mit dem Roche Bay – Projekt eines der größten Eisenerz-Projekte der Welt mit einer historischen Ressource von 1,2 Milliarden Tonnen Eisenerz. Die aktuellen Ereignisse um Eisenerz brauchen wir Ihnen nicht mehr zu schreiben – siehe Updates von gestern.
Uns kommt es derzeit so vor, als wie wenn einige Investoren folgendermaßen vorgehen:
Man fragt sich, was sich noch gut gehalten hat und dann wird schonungslos „drauf gehauen“. Fundamentale Daten interessieren in diesem Umfeld keinen Menschen! Doch dies wird sich auch wieder ändern!
Dann wird man sehen, dass eine Börsenbewertung von unter 40 Millionen für einen Eisenerz-Marktwert von 200 Milliarden USD (wie bei Advanced) wohl der „Witz des Jahres“ ist. Uns fehlen ehrlich gesagt bei manchen Kursen inzwischen die Worte.
Wir haben heute auch mit CEO John Gingerich gesprochen, dem die aktuelle Aktienkursschwäche eher unbeeindruckt lässt. Er wisse, auf welchen Werten Advanced Exploration sitze. Angesprochen auf die Möglichkeit, dass eine geplante Finanzierung aufgrund des schwachen Aktienkurses scheitern könnte, meinte er, dass er diese auch aufgrund eines niedrigeren Aktienkurses nicht für gefährdet hält, da er sich gestern erst mit der Investorengruppe darüber unterhalten habe. Der eigentliche Treiber für Melville sei der zugrunde liegende Vertrag mit den Einheimischen in Nunavut und nicht primär der Aktienkurs.
Advanced hatte mit Melville Capital eine Erklärung bekannt gegeben, dass diese Private Equity Gesellschaft bis zu 3 Millionen Aktien zu 4 CAD und weitere 53 Mio. CAD (insgesamt 65 Mio. CAD) mit einer Wandelanleihe (wobei der Wandlungspreis 5,25 CAD sein soll) in Advanced Exploration investieren wird.
Aber jammern hilft nicht – wenn man daran glaubt, dass der Rohstoff-Bullenmarkt nicht zu Ende ist (und davon gehen wir aus – wir denken sogar, dass das Defizit nach der möglichen US-Rezession in der darauf folgenden Erholung noch extremer sein wird! Eventuell wird die US-Rezession auch nur herbeigeredet, um die Rohstoffpreise zu drücken und um somit die Inflation zu bekämpfen und den US-Dollar zu stärken), dann muss man hier antizyklisch handeln!
Viel Erfolg!
Das Team von www.rohstoffraketen.de"
In dem Falle hätten sie wohl recht große Parallelen zu Cuervo,
wenn denn...
-AXMIN Inc.
"Interim BFS in for Sphere
Wednesday, 6 February 2008
Rebecca Lawson
THE interim bankable feasibility study over Sphere Investments' Guelb el Aouj iron ore project in Mauritania has estimated the capital cost at $US 1.9 billion ($A2.12 billion)."
Wednesday, 6 February 2008
Rebecca Lawson
THE interim bankable feasibility study over Sphere Investments' Guelb el Aouj iron ore project in Mauritania has estimated the capital cost at $US 1.9 billion ($A2.12 billion)."
Der Artikel "Iron Ore Talks" geht ziemlich in die Richtung,
wie ich es derzeit auch etwa sehen würde.
Ich würde für die vielleicht nächsten 2-5 Jahre ziemlich stark
steigende Preise beim EErz erwarten,
die im Nachhinein recht kontinuierlich gewesen sein könnten,
obs dann soviel wird(>170%), keine Ahnung.
Abgesehen davon, daß die Ausgangslage -der zugrundeliegende
Rohstoffpreis- für die allermeisten Unternehmen
derzeit eh schon ein Traum sein dürfte.
Interessant ist auch zu sehen, daß die Branchenriesen
zuletzt -speziell in den letzten Wochen- nochmals
deutlich Ihre Budgets -dafür- erhöht haben,
um die Kapazitäten in Zukunft nochmals höherzuschrauben.
Und zusätztlich gibts ja bei besagten Branchengrößen derzeit
noch das ein oder andere Übernahmegerücht, Wettstreit.
wie ich es derzeit auch etwa sehen würde.
Ich würde für die vielleicht nächsten 2-5 Jahre ziemlich stark
steigende Preise beim EErz erwarten,
die im Nachhinein recht kontinuierlich gewesen sein könnten,
obs dann soviel wird(>170%), keine Ahnung.
Abgesehen davon, daß die Ausgangslage -der zugrundeliegende
Rohstoffpreis- für die allermeisten Unternehmen
derzeit eh schon ein Traum sein dürfte.
Interessant ist auch zu sehen, daß die Branchenriesen
zuletzt -speziell in den letzten Wochen- nochmals
deutlich Ihre Budgets -dafür- erhöht haben,
um die Kapazitäten in Zukunft nochmals höherzuschrauben.
Und zusätztlich gibts ja bei besagten Branchengrößen derzeit
noch das ein oder andere Übernahmegerücht, Wettstreit.
Bei 'Western Plains Resources' finde ich eine Sache zumindest
ziemlich interessant.
Und zwar, die 'Franco-Navada Corporation', ein zuletzt
erfolgtes Spin-Off vom Goldgiganten Newmont
-unter Denen wohl so ziemlich alles von Newmont eingegliedert wurde,
wo nicht 'Gold' draufstand (wohl 190!?! Projekte, derzeitige
Bewertung von gut 1ner Milliarde),
zu Deren wesentlichen Strategie gehört es auch,
sich durch Royalities u.ä. an anderen Projekten zu beteiligen.
Jedenfalls sind die auch an einem Projekt von WPR beteiligt,
allerdings nicht durch Royalities, sondern muss in irgendeiner
anderen Art sein.
Nur mal als vielleicht ganz interessanten, bemerkenswerten Punkt.
Auffällend ist auch, daß die besagten Erfolgsbeteiligungen
an Projekten im Großteil eigentlich an größeren -riesengroßen Unternehmen sind.
www.franco-nevada.com/downloads/Investor%20Presentation%20Jan%2019.pdf
ziemlich interessant.
Und zwar, die 'Franco-Navada Corporation', ein zuletzt
erfolgtes Spin-Off vom Goldgiganten Newmont
-unter Denen wohl so ziemlich alles von Newmont eingegliedert wurde,
wo nicht 'Gold' draufstand (wohl 190!?! Projekte, derzeitige
Bewertung von gut 1ner Milliarde),
zu Deren wesentlichen Strategie gehört es auch,
sich durch Royalities u.ä. an anderen Projekten zu beteiligen.
Jedenfalls sind die auch an einem Projekt von WPR beteiligt,
allerdings nicht durch Royalities, sondern muss in irgendeiner
anderen Art sein.
Nur mal als vielleicht ganz interessanten, bemerkenswerten Punkt.
Auffällend ist auch, daß die besagten Erfolgsbeteiligungen
an Projekten im Großteil eigentlich an größeren -riesengroßen Unternehmen sind.
www.franco-nevada.com/downloads/Investor%20Presentation%20Jan%2019.pdf
"February 5, 2008
CARDERO RESOURCE CORP.
Cardero Resource arranged a Can$8.8 million private placement financing with Canaccord Adams. Funds will be used for Pampa El Toro Iron Sands and Pampa de Pongo Iron Projects in Peru; for exploration programs on the company's properties in Argentina and Mexico; and for ongoing generative work and general working capital purposes."
CARDERO RESOURCE CORP.
Cardero Resource arranged a Can$8.8 million private placement financing with Canaccord Adams. Funds will be used for Pampa El Toro Iron Sands and Pampa de Pongo Iron Projects in Peru; for exploration programs on the company's properties in Argentina and Mexico; and for ongoing generative work and general working capital purposes."
"BROCKMAN RESOURCES LIMITED
Brockman Resources Ltd shareholders approved a share placement and the issue of options to its managing director at a general meeting in Perth today, reports the Australian Associated Press. Shareholders ratified a placement of 7.75 million shares at $1.05 each to domestic and international investors, and the issue of three million options at an exercise price of 50 cents each to managing director Wayne Richards. Formerly known as Yilgarn Mining Ltd, the company changed its name to Brockman in November to reflect its new focus on iron ore from a previous focus on iron ore and nickel. The company is targeting iron ore production by 2009, based predominantly around its Marillana project in WA's Pilbara region. Shares in Brockman were down two cents, or 2.03 per cent, at 96.5 cents at 1414 AEDT."
Brockman Resources Ltd shareholders approved a share placement and the issue of options to its managing director at a general meeting in Perth today, reports the Australian Associated Press. Shareholders ratified a placement of 7.75 million shares at $1.05 each to domestic and international investors, and the issue of three million options at an exercise price of 50 cents each to managing director Wayne Richards. Formerly known as Yilgarn Mining Ltd, the company changed its name to Brockman in November to reflect its new focus on iron ore from a previous focus on iron ore and nickel. The company is targeting iron ore production by 2009, based predominantly around its Marillana project in WA's Pilbara region. Shares in Brockman were down two cents, or 2.03 per cent, at 96.5 cents at 1414 AEDT."
"Atlas snaps up iron ore rights
Friday, 8 February 2008
Colin Jacoby
ATLAS Iron has expanded its footprint in Western Australia's Pilbara by purchasing iron ore rights to 10 tenements totalling 774 square kilometres in the region."
Friday, 8 February 2008
Colin Jacoby
ATLAS Iron has expanded its footprint in Western Australia's Pilbara by purchasing iron ore rights to 10 tenements totalling 774 square kilometres in the region."
"CRUSADER HOLDINGS NL
Brazil
Crusader Holdings reported final assays results from resource de..."
crusaderholdings.com/index.php?option=com_docman&task=cat_…
Brazil
Crusader Holdings reported final assays results from resource de..."
crusaderholdings.com/index.php?option=com_docman&task=cat_…
-Hampton Hill Mining
viele Projekte, es wird nach vielen Rohstoffen exploriert
(Cu,Au,Ni,U308,Zn,FE), wiederum viele JV Partner,
einige recht große(Teck, BHP, Moly M., Midwest C.)
www.hamptonhill.com.au
viele Projekte, es wird nach vielen Rohstoffen exploriert
(Cu,Au,Ni,U308,Zn,FE), wiederum viele JV Partner,
einige recht große(Teck, BHP, Moly M., Midwest C.)
www.hamptonhill.com.au
eine ganz witzige Randnote,
was soll man dazu sagen
-das Business ist 'very hot'
(wird es aller Voraussicht auch einige Zeit bleiben
+das wird sich wohl noch einiges steigern)...
"Teck Cominco Ltd. (TSX:TCK.B) is interested in getting into the iron ore business, but chief executive Don Lindsay said Tuesday that nobody wants to sell out to the mining company in an industry that has been red hot and getting hotter."
Ich würd Denen auch nichts verkaufen...
was soll man dazu sagen
-das Business ist 'very hot'
(wird es aller Voraussicht auch einige Zeit bleiben
+das wird sich wohl noch einiges steigern)...
"Teck Cominco Ltd. (TSX:TCK.B) is interested in getting into the iron ore business, but chief executive Don Lindsay said Tuesday that nobody wants to sell out to the mining company in an industry that has been red hot and getting hotter."
Ich würd Denen auch nichts verkaufen...
Advanced konnte heut mit Ergebnissen aufwarten
(ausserdem wird gerade versucht eine 65Mio $ Finanzierungsrunde
über die Bühne zu bringen)...
"Advanced Explorations Extends High Grade Fe Mineralization and Identifies New Exploration Opportunities
Wednesday February 13, 10:30 am ET
TORONTO, ONTARIO--(Marketwire - Feb. 13, 2008) - Advanced Explorations Inc. (the "Company or AEI") (TSX VENTURE:AXI - News) is pleased to announce results from drilling on Zone C1 on its Roche Bay, Nunavut iron project, and the identification of new exploration targets. Drilling results have extended the strike of the previously reported higher grade (greater than 30% Fe) mineralization of Zone C1 and identified several additional sequences of adjacent lower grade (24% to 26% Fe - see Table 1) banded iron formations (BIF) that are believed to also have economic potential. In addition, the first indication to the potential for zones of secondary iron enrichment was recognized in the most southwesterly exploration drill hole (RB-07-06). Two narrow, closely spaced, very high grade enriched iron zones (see Table 2 below) averaging 63.5% Fe and 53.8% Fe intersected at a vertical depth from surface of over 110 metres indicates the possibility of discovering near surface enriched high grade iron mineralization.
ADVERTISEMENT
Drilling on the northern extent of C1 has identified a vertical to steeply east dipping zone of high grade banded iron formation that averages 200 metres in thickness, which is characterized by significant sections that grade in excess of 30% Fe in which iron mineralization occurs almost exclusively as magnetite. Only about 2km of the over 5 km of strike has been drilled in detail. This zone remains open to the north and to the south where it appears to be offset by a fault to the east. Drilling has locally tested C1 mineralization in excess of 300 metres vertical depth from surface (analytical results outstanding). Holes RB-07-27 and RB-07-28 drilled on line 1800S are indicative of the higher grade section of C1. Hole RB-07-27 intersected 106 metres averaging 30.41% Fe and Hole RB-07-28 drilled from the same collar location but opposite direction intersected 128 metres averaging 32.32% Fe. (Hole lost at 229 metres ended in BIF grading 33.85% Fe)
A resource calculation and economic study are underway and the Company is currently planning the 2008 drill program which will focus on both in-fill drilling and extending the strike of the high grade zone of C1. Drilling will also commence on the eastern flank of the C Zone (C2) and on the A and B Zones which were the focus of drilling and economic studies in the mid 1980s. At that time the A-B Zones reported a historic resource of 467 million tons ranging from 24% to 34% Fe. The Company has not verified the classification of the historic resource reference and is not treating it as a NI 43-101 defined resource verified by a QP. Although this historical reference of resource potential is relevant to recognizing the potential of the Roche Bay Property, it should not be relied upon. The Company plans to start with 2 drills and expand to 4/5 drills as weather improves.
John Gingerich, President and CEO of AEI, commented;
"We are very encouraged by the results which extend the strike of high grade banded iron formation (C1) with widths at surface up to 270 meters. What has pleasantly surprised us is the presence of parallel iron formations in the footwall that also appear to have economic potential. On the C Zone we have only begun drilling the west flank (C1) and the east flank (C2) as well as the targets on all other leases remains untested. Roche Bay is a very exciting project which continues to reveal additional potential."
Project Summary:
A complete project review is underway in support of the resource calculation, economic studies and the launch of the 2008 drill program. One outcome of the review is that the geologic section represents a simple east facing inclined (not a synform) sedimentary sequence which contain several units of banded iron formation that in general terms appear to increase in grade to the east. The C Zone comprises two major magnetic trends, C1 and C2. Last year's exploration drilling focused on assessing the strike extent of C1 with detailed drilling focused on the higher grade and magnetite rich banded iron formation. Exploration drilling was also carried out to assess banded iron formations within the footwall sequence. Initial drilling was carried out using single setups and multiple directions to better define mineralization geometry. Holes in many instances drill iron formation in both directions.
The geologic interpretation of C1 is that it consists of three distinct styles of mineralization. The high grade magnetite mineralization is characterized by massive banded iron formation having a width at surface ranging from 170 metres to 270 metres. The eastern contact and location of this high grade BIF is defined by a late gabbro intrusive that strikes subparallel to the formation. The high grade BIF can be locally displaced to the east and/or digested within the intrusive. In addition there appears to be a left-handed fault (orientation and offset not precisely defined) that appears to dislocate the higher grade BIF sequence in the vicinity of 2600S. There is a transition zone along the western flank of the high grade BIF that ranges from 50 metres to 100 metres on surface with grades ranging from 26% to 29% Fe. The gradational decrease in grade is also characterized by a slight corresponding decrease in magnetite content. The western contact of the transition zone is defined by a 20-40 metre thick sedimentary unit with low iron content. The remaining sequence (lower footwall) is characterized by multiple, generally narrow sequences of banded iron formation within a broad sequence of calc silicates. The BIF sequences range from 20 to 120 metres in thickness with grades ranging from 24% to 28% Fe. The BIF sequences are not only of lower grade but in general the percentage of total Fe that is magnetite decreases (early analysis suggests 65% to 80% of total iron is magnetite and metallurgical review is underway). The western limits of the sedimentary sequences terminate at a faulted contact with a volcanic unit.
The stratigraphic sequence that defines the eastern magnetic anomaly (C2) is not well defined at this time. Mapping has locally defined well mineralized outcrops of BIF but strike and thickness have yet to be verified with drilling. There is more gabbroic intrusive to the east which typically form local ridges with adjacent areas of shallow talus/overburden covering most of the targets and the reason for limited work to date. With a noted gradational improvement if BIF grades to the east in C1 and local outcrop mapping of massive BIF, drill testing of C2 early in this year's campaign is a priority.
The Company is still awaiting complete results and/or QA/QC review (partial to all) on 12 drill holes 10 of which are on the northern main zone of C1. The delays in receiving analyses from the lab are impacting the timelines for the independent resource calculation to be completed. However these delays have not affected the timeframe for the economic studies which are currently moving forward. Work is being done in parallel in the preparation of an economic study so any delays in getting the information required for the resource calculation will not affect the Company's initial objective to complete the preliminary economic study by this summer.
In preparation for the resource determination the Company undertook a technical audit review of its geotechnical results and QA/QC procedures. The review has not identified any errors in its analytical process but did identify a need to improve database management and information flow.
As a result additional QA/QC management procedures and reporting structure are being implemented. Improving the flow of information and laboratory analysis is a Company priority to avoid the delays experienced in last year's program. Further to this review, all mineralized intervals have been updated using an 18% Fe cutoff and internal dilution zones in excess of 9 meters identified. The significant and updated intervals are summarized in Tables 1 and 2.
Gary Williams P. Geo and VP of Advanced Explorations Inc is the QP within the meaning of 43-101, and has reviewed and approves the content of this release.
Table 1: Main Zone C1 Drilling Summary
---------------------------------------------------------------------------
Hole Section Surface Dip Iron Fm Iron Interval % Fe Comment
Width (from) Fm (m)
Zone m (to)
C1 (m) m
---------------------------------------------------------------------------
RB-07- 1400 240 -45 6 23.4 17.4 31.25 Zone C1
02(i) degrees
E
---------------------------------------------------------------------------
33.4 139 105.6 33.25 Zone C1
---------------------------------------------------------------------------
RB-07- 1400 240 -45 0 82.3 82.3 31.11 Zone C1
03(i) degrees
W
---------------------------------------------------------------------------
82.3 149.9 67.6 25.38 C1 -
transi-
tion
---------------------------------------------------------------------------
0 149.9 149.9 28.5
---------------------------------------------------------------------------
RB-07- 1800 270 -45 4 52.6 48.6 25.11 C1 -
04(i) degrees transi-
W tion
---------------------------------------------------------------------------
97.2 119.8 22.6 25.31 C1 -
footwall
---------------------------------------------------------------------------
97.2 171.7 74.5 20.39 C1 -
footwall
---------------------------------------------------------------------------
RB-07-7(i) 1800 270 -45 5.8 248.96 243.16 30.26 Zone
degrees C1
E
---------------------------------------------------------------------------
RB-07-9 1800 270 -90 0 56 56 23.55 C1 -
degrees footwall
---------------------------------------------------------------------------
67.52 111.4 43.88 26.8 C1 -
footwall
---------------------------------------------------------------------------
RB-07-11 2200 170 -45 53 109.5 56.5 32.52 Zone C1
degrees
E
---------------------------------------------------------------------------
RB-07-14 2600 170 -45 66.56 130 63.44 28.45 C1 -
degrees transi-
W tion
---------------------------------------------------------------------------
66.56 229 162.44 25.19
---------------------------------------------------------------------------
RB-07-17 2600 170 -45 8 37.8 29. 8 25.95 C1-
degrees transi-
W tion
---------------------------------------------------------------------------
RB-07-18 2600 170 -45 48 90.3 42.3 21.1 C1 -
degrees footwall
E
---------------------------------------------------------------------------
95.3 186.2 90.9 28.18 C1 -
transi-
tion
---------------------------------------------------------------------------
RB-07-24 3000 100 -45 37 163 126 28.24 C1 -
degrees transi-
W tion
---------------------------------------------------------------------------
RB-07-26 2200 170 -45 9.47 22.53 13.06 27.1 C1 -
degrees footwall
W
---------------------------------------------------------------------------
54 93.1 39.1 24.83 C1 -
footwall
---------------------------------------------------------------------------
RB-07-27 1800 270 -45 6 112 106 30.41 Zone C1
degrees
W
---------------------------------------------------------------------------
6 163 157 28.5 Zone C1
---------------------------------------------------------------------------
RB-07-28 1800 270 -65 2 229 227 28 Zone C1
degrees
E
---------------------------------------------------------------------------
101 229 128 32.32 Zone C1
---------------------------------------------------------------------------
RB-07-30 3000 100 -45 97 231 134 26.73 C1 -
degrees transi-
E tion
Cut by
dyke/
fault
---------------------------------------------------------------------------
RB-07-32 1400 2400 -60 26.64 155 128.36 31 Zone C1
degrees
W
---------------------------------------------------------------------------
155 252 97 24.95 C1 -
transi-
tion
---------------------------------------------------------------------------
(i)Previously reported
Results and/or QA/QC outstanding on 10 holes
Table 2: Exploration Drilling Footwall :
---------------------------------------------------------------------------
Hole Section Dip Iron Fm Iron Fm Interval % Fe Comment
(from) m (to) m (m)
---------------------------------------------------------------------------
RB-07-6 50000 -45 6.54 154 147.46 25.1 C1 -
degrees footwall
W
---------------------------------------------------------------------------
163 166 3 63.48 Secondary
Fe
---------------------------------------------------------------------------
194.86 197.47 2.61 53.79 Mixed Fe
---------------------------------------------------------------------------
RB-07-15 4200 -63 37.39 138.4 101.01 25.86 C1 -
degrees footwall
W
---------------------------------------------------------------------------
RB-07-20 4600 -70 6 60 54 27.44 C1 -
degrees footwall
E
---------------------------------------------------------------------------
RB-07-21 4600 -45 4 66.88 62.88 26.18 C1 -
degrees footwall
W
---------------------------------------------------------------------------
97.43 124.85 27.42 26.20 C1 -
footwall
---------------------------------------------------------------------------
RB 07-23 3800 -45 8.59 80.98 72.39 31.27 C1 -
degrees transi-
E tion
---------------------------------------------------------------------------
No significant results in holes RB-07-05, RB-07-08, RB-07-19
Results and/or QA/QC outstanding on two holes
Analysis: All the recent drill core analysis reported in this release was performed by SGS Lakefield Research. At SGS samples are analyzed for total Fe using XRF techniques. SGS also undertakes Satmagan analysis to estimate the portion of magnetic iron. The company augments the laboratory QA/QC procedures by selectively adding additional control samples. Core sample intervals are 1 metre except where intervals cross geologic boundaries in which case the sample length is adjusted accordingly.
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, is exclusively focused on developing high quality iron ore opportunities. In early 2007 the Company expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project which was acquired in June, 2007, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural harbour makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
(ausserdem wird gerade versucht eine 65Mio $ Finanzierungsrunde
über die Bühne zu bringen)...
"Advanced Explorations Extends High Grade Fe Mineralization and Identifies New Exploration Opportunities
Wednesday February 13, 10:30 am ET
TORONTO, ONTARIO--(Marketwire - Feb. 13, 2008) - Advanced Explorations Inc. (the "Company or AEI") (TSX VENTURE:AXI - News) is pleased to announce results from drilling on Zone C1 on its Roche Bay, Nunavut iron project, and the identification of new exploration targets. Drilling results have extended the strike of the previously reported higher grade (greater than 30% Fe) mineralization of Zone C1 and identified several additional sequences of adjacent lower grade (24% to 26% Fe - see Table 1) banded iron formations (BIF) that are believed to also have economic potential. In addition, the first indication to the potential for zones of secondary iron enrichment was recognized in the most southwesterly exploration drill hole (RB-07-06). Two narrow, closely spaced, very high grade enriched iron zones (see Table 2 below) averaging 63.5% Fe and 53.8% Fe intersected at a vertical depth from surface of over 110 metres indicates the possibility of discovering near surface enriched high grade iron mineralization.
ADVERTISEMENT
Drilling on the northern extent of C1 has identified a vertical to steeply east dipping zone of high grade banded iron formation that averages 200 metres in thickness, which is characterized by significant sections that grade in excess of 30% Fe in which iron mineralization occurs almost exclusively as magnetite. Only about 2km of the over 5 km of strike has been drilled in detail. This zone remains open to the north and to the south where it appears to be offset by a fault to the east. Drilling has locally tested C1 mineralization in excess of 300 metres vertical depth from surface (analytical results outstanding). Holes RB-07-27 and RB-07-28 drilled on line 1800S are indicative of the higher grade section of C1. Hole RB-07-27 intersected 106 metres averaging 30.41% Fe and Hole RB-07-28 drilled from the same collar location but opposite direction intersected 128 metres averaging 32.32% Fe. (Hole lost at 229 metres ended in BIF grading 33.85% Fe)
A resource calculation and economic study are underway and the Company is currently planning the 2008 drill program which will focus on both in-fill drilling and extending the strike of the high grade zone of C1. Drilling will also commence on the eastern flank of the C Zone (C2) and on the A and B Zones which were the focus of drilling and economic studies in the mid 1980s. At that time the A-B Zones reported a historic resource of 467 million tons ranging from 24% to 34% Fe. The Company has not verified the classification of the historic resource reference and is not treating it as a NI 43-101 defined resource verified by a QP. Although this historical reference of resource potential is relevant to recognizing the potential of the Roche Bay Property, it should not be relied upon. The Company plans to start with 2 drills and expand to 4/5 drills as weather improves.
John Gingerich, President and CEO of AEI, commented;
"We are very encouraged by the results which extend the strike of high grade banded iron formation (C1) with widths at surface up to 270 meters. What has pleasantly surprised us is the presence of parallel iron formations in the footwall that also appear to have economic potential. On the C Zone we have only begun drilling the west flank (C1) and the east flank (C2) as well as the targets on all other leases remains untested. Roche Bay is a very exciting project which continues to reveal additional potential."
Project Summary:
A complete project review is underway in support of the resource calculation, economic studies and the launch of the 2008 drill program. One outcome of the review is that the geologic section represents a simple east facing inclined (not a synform) sedimentary sequence which contain several units of banded iron formation that in general terms appear to increase in grade to the east. The C Zone comprises two major magnetic trends, C1 and C2. Last year's exploration drilling focused on assessing the strike extent of C1 with detailed drilling focused on the higher grade and magnetite rich banded iron formation. Exploration drilling was also carried out to assess banded iron formations within the footwall sequence. Initial drilling was carried out using single setups and multiple directions to better define mineralization geometry. Holes in many instances drill iron formation in both directions.
The geologic interpretation of C1 is that it consists of three distinct styles of mineralization. The high grade magnetite mineralization is characterized by massive banded iron formation having a width at surface ranging from 170 metres to 270 metres. The eastern contact and location of this high grade BIF is defined by a late gabbro intrusive that strikes subparallel to the formation. The high grade BIF can be locally displaced to the east and/or digested within the intrusive. In addition there appears to be a left-handed fault (orientation and offset not precisely defined) that appears to dislocate the higher grade BIF sequence in the vicinity of 2600S. There is a transition zone along the western flank of the high grade BIF that ranges from 50 metres to 100 metres on surface with grades ranging from 26% to 29% Fe. The gradational decrease in grade is also characterized by a slight corresponding decrease in magnetite content. The western contact of the transition zone is defined by a 20-40 metre thick sedimentary unit with low iron content. The remaining sequence (lower footwall) is characterized by multiple, generally narrow sequences of banded iron formation within a broad sequence of calc silicates. The BIF sequences range from 20 to 120 metres in thickness with grades ranging from 24% to 28% Fe. The BIF sequences are not only of lower grade but in general the percentage of total Fe that is magnetite decreases (early analysis suggests 65% to 80% of total iron is magnetite and metallurgical review is underway). The western limits of the sedimentary sequences terminate at a faulted contact with a volcanic unit.
The stratigraphic sequence that defines the eastern magnetic anomaly (C2) is not well defined at this time. Mapping has locally defined well mineralized outcrops of BIF but strike and thickness have yet to be verified with drilling. There is more gabbroic intrusive to the east which typically form local ridges with adjacent areas of shallow talus/overburden covering most of the targets and the reason for limited work to date. With a noted gradational improvement if BIF grades to the east in C1 and local outcrop mapping of massive BIF, drill testing of C2 early in this year's campaign is a priority.
The Company is still awaiting complete results and/or QA/QC review (partial to all) on 12 drill holes 10 of which are on the northern main zone of C1. The delays in receiving analyses from the lab are impacting the timelines for the independent resource calculation to be completed. However these delays have not affected the timeframe for the economic studies which are currently moving forward. Work is being done in parallel in the preparation of an economic study so any delays in getting the information required for the resource calculation will not affect the Company's initial objective to complete the preliminary economic study by this summer.
In preparation for the resource determination the Company undertook a technical audit review of its geotechnical results and QA/QC procedures. The review has not identified any errors in its analytical process but did identify a need to improve database management and information flow.
As a result additional QA/QC management procedures and reporting structure are being implemented. Improving the flow of information and laboratory analysis is a Company priority to avoid the delays experienced in last year's program. Further to this review, all mineralized intervals have been updated using an 18% Fe cutoff and internal dilution zones in excess of 9 meters identified. The significant and updated intervals are summarized in Tables 1 and 2.
Gary Williams P. Geo and VP of Advanced Explorations Inc is the QP within the meaning of 43-101, and has reviewed and approves the content of this release.
Table 1: Main Zone C1 Drilling Summary
---------------------------------------------------------------------------
Hole Section Surface Dip Iron Fm Iron Interval % Fe Comment
Width (from) Fm (m)
Zone m (to)
C1 (m) m
---------------------------------------------------------------------------
RB-07- 1400 240 -45 6 23.4 17.4 31.25 Zone C1
02(i) degrees
E
---------------------------------------------------------------------------
33.4 139 105.6 33.25 Zone C1
---------------------------------------------------------------------------
RB-07- 1400 240 -45 0 82.3 82.3 31.11 Zone C1
03(i) degrees
W
---------------------------------------------------------------------------
82.3 149.9 67.6 25.38 C1 -
transi-
tion
---------------------------------------------------------------------------
0 149.9 149.9 28.5
---------------------------------------------------------------------------
RB-07- 1800 270 -45 4 52.6 48.6 25.11 C1 -
04(i) degrees transi-
W tion
---------------------------------------------------------------------------
97.2 119.8 22.6 25.31 C1 -
footwall
---------------------------------------------------------------------------
97.2 171.7 74.5 20.39 C1 -
footwall
---------------------------------------------------------------------------
RB-07-7(i) 1800 270 -45 5.8 248.96 243.16 30.26 Zone
degrees C1
E
---------------------------------------------------------------------------
RB-07-9 1800 270 -90 0 56 56 23.55 C1 -
degrees footwall
---------------------------------------------------------------------------
67.52 111.4 43.88 26.8 C1 -
footwall
---------------------------------------------------------------------------
RB-07-11 2200 170 -45 53 109.5 56.5 32.52 Zone C1
degrees
E
---------------------------------------------------------------------------
RB-07-14 2600 170 -45 66.56 130 63.44 28.45 C1 -
degrees transi-
W tion
---------------------------------------------------------------------------
66.56 229 162.44 25.19
---------------------------------------------------------------------------
RB-07-17 2600 170 -45 8 37.8 29. 8 25.95 C1-
degrees transi-
W tion
---------------------------------------------------------------------------
RB-07-18 2600 170 -45 48 90.3 42.3 21.1 C1 -
degrees footwall
E
---------------------------------------------------------------------------
95.3 186.2 90.9 28.18 C1 -
transi-
tion
---------------------------------------------------------------------------
RB-07-24 3000 100 -45 37 163 126 28.24 C1 -
degrees transi-
W tion
---------------------------------------------------------------------------
RB-07-26 2200 170 -45 9.47 22.53 13.06 27.1 C1 -
degrees footwall
W
---------------------------------------------------------------------------
54 93.1 39.1 24.83 C1 -
footwall
---------------------------------------------------------------------------
RB-07-27 1800 270 -45 6 112 106 30.41 Zone C1
degrees
W
---------------------------------------------------------------------------
6 163 157 28.5 Zone C1
---------------------------------------------------------------------------
RB-07-28 1800 270 -65 2 229 227 28 Zone C1
degrees
E
---------------------------------------------------------------------------
101 229 128 32.32 Zone C1
---------------------------------------------------------------------------
RB-07-30 3000 100 -45 97 231 134 26.73 C1 -
degrees transi-
E tion
Cut by
dyke/
fault
---------------------------------------------------------------------------
RB-07-32 1400 2400 -60 26.64 155 128.36 31 Zone C1
degrees
W
---------------------------------------------------------------------------
155 252 97 24.95 C1 -
transi-
tion
---------------------------------------------------------------------------
(i)Previously reported
Results and/or QA/QC outstanding on 10 holes
Table 2: Exploration Drilling Footwall :
---------------------------------------------------------------------------
Hole Section Dip Iron Fm Iron Fm Interval % Fe Comment
(from) m (to) m (m)
---------------------------------------------------------------------------
RB-07-6 50000 -45 6.54 154 147.46 25.1 C1 -
degrees footwall
W
---------------------------------------------------------------------------
163 166 3 63.48 Secondary
Fe
---------------------------------------------------------------------------
194.86 197.47 2.61 53.79 Mixed Fe
---------------------------------------------------------------------------
RB-07-15 4200 -63 37.39 138.4 101.01 25.86 C1 -
degrees footwall
W
---------------------------------------------------------------------------
RB-07-20 4600 -70 6 60 54 27.44 C1 -
degrees footwall
E
---------------------------------------------------------------------------
RB-07-21 4600 -45 4 66.88 62.88 26.18 C1 -
degrees footwall
W
---------------------------------------------------------------------------
97.43 124.85 27.42 26.20 C1 -
footwall
---------------------------------------------------------------------------
RB 07-23 3800 -45 8.59 80.98 72.39 31.27 C1 -
degrees transi-
E tion
---------------------------------------------------------------------------
No significant results in holes RB-07-05, RB-07-08, RB-07-19
Results and/or QA/QC outstanding on two holes
Analysis: All the recent drill core analysis reported in this release was performed by SGS Lakefield Research. At SGS samples are analyzed for total Fe using XRF techniques. SGS also undertakes Satmagan analysis to estimate the portion of magnetic iron. The company augments the laboratory QA/QC procedures by selectively adding additional control samples. Core sample intervals are 1 metre except where intervals cross geologic boundaries in which case the sample length is adjusted accordingly.
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, is exclusively focused on developing high quality iron ore opportunities. In early 2007 the Company expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project which was acquired in June, 2007, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural harbour makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
"ASX ANNOUNCEMENT
DRILLING COMMENCED AT WESTERN CREEK IRON ORE PROJECT
• Drilling in progress testing direct extensions to BHP's Silver Knight hematite iron ore deposit (10 kilometres west of Newman)
• Outcropping high-grade Marra Mamba iron ore mineralisation exposed on Giralia's 100% owned ground, with surface grades to 63.5% Fe.
• Recently released results from adjoining BHP operated mining lease include intersections of 129 metres @ 59.6% Fe, and 108 metres @ 61.5% Fe close (less than 200 metres north) to the boundary of Giralia's tenement.
The Directors of Giralia Resources NL ("Giralia") are very pleased to report that drilling has commenced at the Company's 100% owned Western Creek iron ore project, located 10 kilometres west of the town of Newman in the Pilbara Region of Western Australia.
Giralia’s Western Creek tenement directly adjoins the BHP Mt Newman iron-ore mining leases in the Western Ridge area where several iron ore deposits are known, hosted by both the Brockman and Marra Mamba iron formations close to the Whaleback Fault (including the Silver Knight-Golden Flag and Mt Helen deposits).
Significant iron ore potential has been identified from preliminary fieldwork at Giralia's Western Creek tenement, which covers around 3 square kilometres of Marra Mamba Formation outcrop, directly along the key Whaleback Fault. BHP’s Marra Mamba formation hosted Silver Knight-Golden Flag deposit, drilled between 1989 and 1991 by a BHP/Renison Ltd joint venture, lies immediately north and east of Giralia's ground.
Reports on the activities of the BHP/Renison joint venture, released to open file only recently, show very significant drilling intersections within close proximity of the boundary of Giralia's tenement, including results from the last reported phase of drilling in September 1991 (holes EXPO178 to 183). These six holes are the closest recorded to Giralia’s boundary at Silver Knight and show thick zones of Marra Mamba mineralisation, including;
Hole
East
North
incl.
Depth
From
To
Intersection
EXPO179
304600.42
288451.43
-90
60
12
60
48m @ 57.9% Fe
EXPO180
304597.5
288498.9
-90
60
3
39
36m @ 58.9%Fe
EXPO181
304598.1
288401.84
-90
84
0
72
72m @ 59.8% Fe
EXPO182
305099.91
288398.22
-90
135
0
129
129m @ 59.6%Fe
EXPO183
305108.58
288358.74
-90
141
9
117
108m @ 61.5%Fe
Grid cords are Newman local grid, raw assay data sourced from WAMEX Item13955, BHP/Renison Report for 1991-1992 Programme. Intersection grades quoted are length weighted averages using 52% Fe cut off.
Hole EXPO183 is plotted on historic BHP/Renison plans as being located just north (less than 200 metres) of Giralia's current tenement boundary, with the thickest, highest grade part of theSilver Knight deposit interpreted as dipping towards, and being open towards Giralia's tenement. Mapping and rock sampling on Giralia's tenement has also encountered thick zones of hematitic Marra Mamba Formation in an outcropping extension to the west of the Silver Knight deposit, with grades to 63.5 % Fe.(see photo overleaf).
Potential for channel iron deposits ("CID") and detrital (scree) deposits is also recognised in Giralia's Western Creek tenement. Several mesas of pisolitic gravels were located during initial field mapping, with grades from surface sampling to 59.4% Fe.
The Company has received all necessary approvals and has commenced an extensive RC drilling program to test the interpreted extensions to the Silver Knight deposit and several areas with potential for detrital mineralisation.
R M Joyce
DIRECTOR 13 February 2008
The information in this report that relates to Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by R M Joyce, who is a Member of the Australasian Institute of Mining and Metallurgy. R M Joyce has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person as defined in the 2004 Edition of the 'Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves'. R M Joyce consents to the inclusion in the report of the matters based on his information in the form and context in which it appears."
DRILLING COMMENCED AT WESTERN CREEK IRON ORE PROJECT
• Drilling in progress testing direct extensions to BHP's Silver Knight hematite iron ore deposit (10 kilometres west of Newman)
• Outcropping high-grade Marra Mamba iron ore mineralisation exposed on Giralia's 100% owned ground, with surface grades to 63.5% Fe.
• Recently released results from adjoining BHP operated mining lease include intersections of 129 metres @ 59.6% Fe, and 108 metres @ 61.5% Fe close (less than 200 metres north) to the boundary of Giralia's tenement.
The Directors of Giralia Resources NL ("Giralia") are very pleased to report that drilling has commenced at the Company's 100% owned Western Creek iron ore project, located 10 kilometres west of the town of Newman in the Pilbara Region of Western Australia.
Giralia’s Western Creek tenement directly adjoins the BHP Mt Newman iron-ore mining leases in the Western Ridge area where several iron ore deposits are known, hosted by both the Brockman and Marra Mamba iron formations close to the Whaleback Fault (including the Silver Knight-Golden Flag and Mt Helen deposits).
Significant iron ore potential has been identified from preliminary fieldwork at Giralia's Western Creek tenement, which covers around 3 square kilometres of Marra Mamba Formation outcrop, directly along the key Whaleback Fault. BHP’s Marra Mamba formation hosted Silver Knight-Golden Flag deposit, drilled between 1989 and 1991 by a BHP/Renison Ltd joint venture, lies immediately north and east of Giralia's ground.
Reports on the activities of the BHP/Renison joint venture, released to open file only recently, show very significant drilling intersections within close proximity of the boundary of Giralia's tenement, including results from the last reported phase of drilling in September 1991 (holes EXPO178 to 183). These six holes are the closest recorded to Giralia’s boundary at Silver Knight and show thick zones of Marra Mamba mineralisation, including;
Hole
East
North
incl.
Depth
From
To
Intersection
EXPO179
304600.42
288451.43
-90
60
12
60
48m @ 57.9% Fe
EXPO180
304597.5
288498.9
-90
60
3
39
36m @ 58.9%Fe
EXPO181
304598.1
288401.84
-90
84
0
72
72m @ 59.8% Fe
EXPO182
305099.91
288398.22
-90
135
0
129
129m @ 59.6%Fe
EXPO183
305108.58
288358.74
-90
141
9
117
108m @ 61.5%Fe
Grid cords are Newman local grid, raw assay data sourced from WAMEX Item13955, BHP/Renison Report for 1991-1992 Programme. Intersection grades quoted are length weighted averages using 52% Fe cut off.
Hole EXPO183 is plotted on historic BHP/Renison plans as being located just north (less than 200 metres) of Giralia's current tenement boundary, with the thickest, highest grade part of theSilver Knight deposit interpreted as dipping towards, and being open towards Giralia's tenement. Mapping and rock sampling on Giralia's tenement has also encountered thick zones of hematitic Marra Mamba Formation in an outcropping extension to the west of the Silver Knight deposit, with grades to 63.5 % Fe.(see photo overleaf).
Potential for channel iron deposits ("CID") and detrital (scree) deposits is also recognised in Giralia's Western Creek tenement. Several mesas of pisolitic gravels were located during initial field mapping, with grades from surface sampling to 59.4% Fe.
The Company has received all necessary approvals and has commenced an extensive RC drilling program to test the interpreted extensions to the Silver Knight deposit and several areas with potential for detrital mineralisation.
R M Joyce
DIRECTOR 13 February 2008
The information in this report that relates to Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by R M Joyce, who is a Member of the Australasian Institute of Mining and Metallurgy. R M Joyce has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person as defined in the 2004 Edition of the 'Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves'. R M Joyce consents to the inclusion in the report of the matters based on his information in the form and context in which it appears."
"Baffinland Schedules Conference Call to Discuss Definitive Feasbility Study
02/12/2008
TORONTO, ONTARIO--(Marketwire - Feb. 12, 2008) - Baffinland Iron Mines Corporation (TSX:BIM) ("Baffinland" or the "Company") announced today that it will host an investor conference call and live webcast on Tuesday, February 19, 2008 at 11:00 a.m. Eastern Standard Time to discuss its Definitive Feasibility Study.
Mr. Gordon A. McCreary, President and Chief Executive Officer of Baffinland will lead the discussion and will be accompanied by Mr. Rodney A. Cooper, Vice President, Operations and Chief Operating Officer. The discussion will be followed by a question and answer period.
Participants may join this call by dialling 416-695-6310 or toll free 1-800-952-4972. The webcast may be accessed through Baffinland's website at www.baffinland.com and clicking on the link provided. For those unable to join the live conference call, a replay will be available until February 26, 2008 by dialling 416-695-5800 or toll free 1-800-408-3053 and entering the Passcode 3252057.
Baffinland is a Canadian publicly-traded junior mining company that is focused on its wholly-owned Mary River iron ore deposits located on Baffin Island, Nunavut Territory, Canada. Baffinland's shares trade on the Toronto Stock Exchange under the trading symbol BIM.
This press release contains certain information that may constitute forward-looking information within the meaning of securities laws. Forward-looking information may relate to management's future outlook and anticipated events or results, and may include statements or information regarding the future plans or prospects of the Company. Forward-looking information is based on certain factors and assumptions regarding, among other things, expected mineral resources, iron ore prices, the timing and amount of future exploration expenditures, the estimation of additional capital requirements and initial capital costs, the availability of necessary financing and materials, the receipt of necessary regulatory approvals, the feasibility of constructing and operating a direct-shipping iron ore mine at Baffinland's Mary River project and assumptions with respect to environmental risks, title disputes or claims, weather conditions and other similar matters. While the Company considers these assumptions to be reasonable based on information currently available to it, they may prove to be incorrect. Without limitation, in stating that the Company plans to release its Definitive Feasibility Study, the timing of the release of the Definitive Feasibility Study and related statements, the Company has assumed, among other things, that iron ore prices, operating costs and capital costs will not change materially from those used in its current financial forecasts and that it will obtain the financing and regulatory approvals and other authorizations required to enable the exploration, development, mining and other activities required in order to complete such activities. Forward looking-information is subject to certain factors, including risks and uncertainties that could cause actual results to differ materially from what is currently expected. These factors include risks inherent in the exploration and development of mineral deposits, risks relating to changes in iron ore prices and the worldwide demand for and supply of iron ore, uncertainties inherent in the estimation of mineral reserves and resources, risks relating to the remoteness of the Mary River property including access and supply risks, reliance on key personnel, construction and operational risks inherent in the conduct of mining activities, including the risk of changes in capital and operation costs, regulatory risks, including risks relating to the acquisition of the necessary licences and permits, financing, capitalization and liquidity risks, including the risk that the financing required to fund all currently planned exploration and related activities may not be available on satisfactory terms, or at all, environmental risks and insurance risks. You should not place undue importance on forward-looking information and should not rely upon this information as of any other date. While the Company may elect to, it is under no obligation and does not undertake to update this information at any particular time.
FOR FURTHER INFORMATION PLEASE CONTACT:
Baffinland Iron Mines CorporationGordon A. McCreary
President and CEO
(416) 814-3163
Baffinland Iron Mines CorporationRodney A. Cooper
Vice President, Operations and COO
(416) 814-3158
Baffinland Iron Mines CorporationMichael T. Zurowski
Executive Vice President
(416) 814-3161
Email: info@baffinland.com
Website: www.baffinland.com
Source: Baffinland Iron Mines Corporation"
02/12/2008
TORONTO, ONTARIO--(Marketwire - Feb. 12, 2008) - Baffinland Iron Mines Corporation (TSX:BIM) ("Baffinland" or the "Company") announced today that it will host an investor conference call and live webcast on Tuesday, February 19, 2008 at 11:00 a.m. Eastern Standard Time to discuss its Definitive Feasibility Study.
Mr. Gordon A. McCreary, President and Chief Executive Officer of Baffinland will lead the discussion and will be accompanied by Mr. Rodney A. Cooper, Vice President, Operations and Chief Operating Officer. The discussion will be followed by a question and answer period.
Participants may join this call by dialling 416-695-6310 or toll free 1-800-952-4972. The webcast may be accessed through Baffinland's website at www.baffinland.com and clicking on the link provided. For those unable to join the live conference call, a replay will be available until February 26, 2008 by dialling 416-695-5800 or toll free 1-800-408-3053 and entering the Passcode 3252057.
Baffinland is a Canadian publicly-traded junior mining company that is focused on its wholly-owned Mary River iron ore deposits located on Baffin Island, Nunavut Territory, Canada. Baffinland's shares trade on the Toronto Stock Exchange under the trading symbol BIM.
This press release contains certain information that may constitute forward-looking information within the meaning of securities laws. Forward-looking information may relate to management's future outlook and anticipated events or results, and may include statements or information regarding the future plans or prospects of the Company. Forward-looking information is based on certain factors and assumptions regarding, among other things, expected mineral resources, iron ore prices, the timing and amount of future exploration expenditures, the estimation of additional capital requirements and initial capital costs, the availability of necessary financing and materials, the receipt of necessary regulatory approvals, the feasibility of constructing and operating a direct-shipping iron ore mine at Baffinland's Mary River project and assumptions with respect to environmental risks, title disputes or claims, weather conditions and other similar matters. While the Company considers these assumptions to be reasonable based on information currently available to it, they may prove to be incorrect. Without limitation, in stating that the Company plans to release its Definitive Feasibility Study, the timing of the release of the Definitive Feasibility Study and related statements, the Company has assumed, among other things, that iron ore prices, operating costs and capital costs will not change materially from those used in its current financial forecasts and that it will obtain the financing and regulatory approvals and other authorizations required to enable the exploration, development, mining and other activities required in order to complete such activities. Forward looking-information is subject to certain factors, including risks and uncertainties that could cause actual results to differ materially from what is currently expected. These factors include risks inherent in the exploration and development of mineral deposits, risks relating to changes in iron ore prices and the worldwide demand for and supply of iron ore, uncertainties inherent in the estimation of mineral reserves and resources, risks relating to the remoteness of the Mary River property including access and supply risks, reliance on key personnel, construction and operational risks inherent in the conduct of mining activities, including the risk of changes in capital and operation costs, regulatory risks, including risks relating to the acquisition of the necessary licences and permits, financing, capitalization and liquidity risks, including the risk that the financing required to fund all currently planned exploration and related activities may not be available on satisfactory terms, or at all, environmental risks and insurance risks. You should not place undue importance on forward-looking information and should not rely upon this information as of any other date. While the Company may elect to, it is under no obligation and does not undertake to update this information at any particular time.
FOR FURTHER INFORMATION PLEASE CONTACT:
Baffinland Iron Mines CorporationGordon A. McCreary
President and CEO
(416) 814-3163
Baffinland Iron Mines CorporationRodney A. Cooper
Vice President, Operations and COO
(416) 814-3158
Baffinland Iron Mines CorporationMichael T. Zurowski
Executive Vice President
(416) 814-3161
Email: info@baffinland.com
Website: www.baffinland.com
Source: Baffinland Iron Mines Corporation"
Sieht unter Chartaspekten ja sehr sehr interessant aus,
aber einfach nur mal unter diesem Gesichtspunkt.
Ich glaube ist einer der populärsten Ironwerte Australiens.
"ANNOUNCEMENT & MEDIA RELEASE
12 February 2008
GINDALBIE FINALISES A$534M EQUITY FUNDING AGREEMENT WITH ANSTEEL FIRST A$50M SUBSCRIPTION PAYMENT RECEIVED UNDER AGREED FUNDING STRUCTURE
Gindalbie Metals Limited (ASX: GBG – “Gindalbie”) has taken a further key step towards the development of the Karara Iron Ore Project in Western Australia after executing the Subscription Agreement with its joint partner, Anshan Iron & Steel Group Corporation (“Ansteel”), which finalises the funding structure for the combined A$534 million (30%) equity component of both the magnetite and hematite phases of the A$1.8 billion project. In line with the Agreement, Ansteel has made its first A$50 million subscription payment, reinforcing its commitment to the rapid development of the Karara Iron Ore Project and highlighting the strong funding position of the Joint Venture – with both the debt and equity components underwritten by Ansteel. The payment is the latest in a number of major milestones achieved by Gindalbie that underline the advanced stage of the Karara Iron Ore Project.
These include: A substantial increase in the JORC Code-compliant resource base to 1.43 billion tonnes of magnetite and 27.1 million tones of hematite, confirming the Karara Project as a world-class iron ore project; The completion of a high-quality Bankable Feasibility Study which confirmed excellent returns; The signing of a wide-ranging Joint Venture Development Agreement with Ansteel, which effectively marked a development go-ahead for the project; A strategic direct equity investment by Ansteel, making it Gindalbie‟s second-largest shareholder; The finalisation of a 15-year Power Supply Agreement for the Karara Project with Verve Energy; The continuation of the environmental approvals process for both the hematite and magnetite stages of the Karara Iron Ore Project; and The commencement of an expanded regional exploration effort targeting a range of exciting new prospects, including newly identified magnetite resources in close proximity to existing hematite deposits
The funding arrangements cover the 30% equity component of the agreed A$1.8 billion capital cost estimate for the the Karara Iron Ore Project. The total equity funding requirement for the magnetite and hematite projects amounts to A$534.5 million. As part of its contribution to the equity funding for the Project, Ansteel has subscribed for 10 million shares in the Joint Venture‟s operating entity, Karara Mining Limited, giving it an initial 19.23% stake in this joint venture vehicle.
The first A$50 million subscription payment has been received and banked in the Karara Mining bank account. Further subscription payments by Ansteel will be made as follows:
April 2008 A$55.0 million
July 2008 A$123.4 million
October 2008 A$143.7 million
For its part, Gindalbie will make its first equity subscription payment of A$18.3 million into Karara Mining Ltd in July 2008, with a second subscription payment of A$143.7 million scheduled to be made in October 2008. Importantly, under the Joint Venture Development Agreement, Ansteel will finance Gindalbie‟s equity contribution if requested by Gindalbie. The equity funding structure is consistent with the financing terms of the Joint Venture Development Agreement for the Karara Iron Ore Project which was signed in September last year, with Ansteel to contribute A$105 million as an agreed Fixed Entry Price (the first two subscription payments) plus 50% of the required equity and Gindalbie contributing the balance (approximately 25% of the total equity funding requirement). The 30% equity component of the Mungada Hematite Project capital cost (A$40.6 million) will be funded on a 50:50 basis by Gindalbie and Ansteel. Consistent with the desire of Gindalbie and Ansteel to begin production of iron ore as soon as possible and the confidence each party has in the timely receipt of environmental approvals, the current equity funding contributions of Ansteel will be used to commence development of the Project immediately and in particular to place orders and deposits for the supply of long lead time capital equipment. Gindalbie‟s Managing Director, Mr Garret Dixon, said the signing of the Subscription Agreement and the initial equity contribution by Ansteel to the Project represented another very significant milestone for the development of the Karara Iron Ore Project, highlighting the financial strength of Ansteel and its desire to see the Karara Iron Ore Joint Venture, through Karara Mining, achieve its core objectives of delivering significant production of iron products by the end of this decade. “This Agreement and first subscription payment is another strong demonstration by Ansteel of its support for the Project and the Joint Venture, with the equity component of the overall funding structure now effectively agreed and locked away,” Mr Dixon commented. “The initial $50 million contributed by Ansteel puts the Joint Venture on a very solid financial footing to proceed with the development.” In addition, Gindalbie remains financially strong with cash reserves at the end of the December Quarter of $51.5 million. “It is also important to note that, under the Joint Venture, Ansteel has agreed to fully underwrite the debt component of the funding structure if required, which puts us in a very favourable position as we work towards also finalising the debt part of the overall funding structure,” he added. Subject to the timely receipt of environmental approvals and financing, Karara Mining is aiming to commence exports of hematite ore through Geraldton in 2009 and deliver first magnetite concentrate ore from the Karara Magnetite Project by 2010.
Released by:
On behalf of:
Nicholas Read Read Corporate
Mr Garret Dixon/Mr Darren Gordon Managing Director/Chief Financial Officer
Telephone: (+61-8) 9388-1474
Telephone: (+61-8) 9480-8700
Mobile: (+61-8) 419 929 046
www.gindalbie.com.au
BACKGROUND INFORMATION
Karara and Mungada Projects The Karara Project is a substantial new integrated iron ore project in the Mid West region of Australia, which will produce some 11Mtpa of iron products from 2010, including an initial 8Mtpa of high-grade magnetite concentrate and blast furnace quality pellets from the Karara Magnetite Project and an initial 3.0Mtpa of direct shipping ore from the Mungada Hematite Project. The development of the Karara Project – which was granted Major Project Facilitation (MPF) status by the Australian Federal Government last year is expected to generate significant short and long-term economic benefits in the Mid West region of Western Australia.
The Karara BFS concluded that, based on an initial JORC compliant Ore Resource of 1.43 billion tonnes at 36.3% Fe and an Initial Ore Reserve defined as part of the study of 497 million tonnes at 36.3% Fe, the Project would generate an initial after tax free cash flow of A$9.3 billion and an indicative annual cash surplus after tax of A$360 million. The Project has a Net Present Value (NPV) using a 9% discount rate of A$2.3 billion and an Internal Rate of Return (IRR) of 24.6%. The BFS is based on a 20Mtpa mining operation producing on average 8Mtpa of magnetite concentrate grading 68.2% Fe, 4.7% SiO2 and 0.01% P, with the Initial Ore Reserve sufficient to underpin 25 years of production at the proposed „start up‟ production rate of 8Mtpa. Magnetite concentrate from Karara will be shipped to China via a process involving transportation on barges to a location off Geraldton for loading to a trans-shipper and ultimately onto Capesize vessels which will freight the high-grade iron ore concentrate to the port of Yingkou in China, for use in the joint venture pellet and directly in Ansteel‟s new steel mill.
The BFS for the Mungada Hematite Project concluded that, based on an initial Product Inventory of 14.3 million tones at 61.5% Fe (resource of 27.1 million tones at 61.7% Fe), the Project would generate an initial after tax free cash flow of A$184 million. The Project has a Net Present Value using a 10% discount rate of A$79.6 million and IRR of 27.5%. Direct Shipping Ore from Mungada will be exported at an initial rate of 3Mtpa through the Port of Geraldton directly to China.
Background – Ansteel
Ansteel is currently one of China‟s largest steel producers and is the major producer in the north-east region of China, with crude steel production of 16 million tonnes, annual sales revenues in excess of US$11 billion and a profit of approximately US$1.5 billion in 2006. Ansteel is considered to be one of the country‟s key growth companies and has strong government support in securing new sources of long-term iron ore supply through international investment. Ansteel is developing a new integrated iron and steel making facility at Bayuquan, adjacent to the Port of Yingkou, approximately 100 kilometres south-west of its current steel making facility in the city of Anshan. The new facility will have the capacity of 5.0Mtpa of finished steel products and is the facility that the Karara Iron Project‟s products will feed upon commencement of production.
Background – Gindalbie Metals Ltd
Listed on the Australian Stock Exchange since 1994, Gindalbie Metals Ltd is an emerging Australian iron ore company based in Perth, Western Australia. Gindalbie is developing a strategic portfolio of high-quality production and exploration assets located some 225km east of the port of Geraldton which will underpin its vision to become a leading independent supplier of iron ore products to world markets over the next decade. The initial focus of Gindalbie‟s growth strategy is the Mungada Hematite and Karara Magnetite Projects, however its longer term growth will be propelled by the exploration and development of its extensive 1,900 sq km tenement portfolio in the Mid West region, which includes numerous prospective magnetite and hematite exploration targets expected to deliver a long-term pipeline of growth opportunities.
- ENDS -"
aber einfach nur mal unter diesem Gesichtspunkt.
Ich glaube ist einer der populärsten Ironwerte Australiens.
"ANNOUNCEMENT & MEDIA RELEASE
12 February 2008
GINDALBIE FINALISES A$534M EQUITY FUNDING AGREEMENT WITH ANSTEEL FIRST A$50M SUBSCRIPTION PAYMENT RECEIVED UNDER AGREED FUNDING STRUCTURE
Gindalbie Metals Limited (ASX: GBG – “Gindalbie”) has taken a further key step towards the development of the Karara Iron Ore Project in Western Australia after executing the Subscription Agreement with its joint partner, Anshan Iron & Steel Group Corporation (“Ansteel”), which finalises the funding structure for the combined A$534 million (30%) equity component of both the magnetite and hematite phases of the A$1.8 billion project. In line with the Agreement, Ansteel has made its first A$50 million subscription payment, reinforcing its commitment to the rapid development of the Karara Iron Ore Project and highlighting the strong funding position of the Joint Venture – with both the debt and equity components underwritten by Ansteel. The payment is the latest in a number of major milestones achieved by Gindalbie that underline the advanced stage of the Karara Iron Ore Project.
These include: A substantial increase in the JORC Code-compliant resource base to 1.43 billion tonnes of magnetite and 27.1 million tones of hematite, confirming the Karara Project as a world-class iron ore project; The completion of a high-quality Bankable Feasibility Study which confirmed excellent returns; The signing of a wide-ranging Joint Venture Development Agreement with Ansteel, which effectively marked a development go-ahead for the project; A strategic direct equity investment by Ansteel, making it Gindalbie‟s second-largest shareholder; The finalisation of a 15-year Power Supply Agreement for the Karara Project with Verve Energy; The continuation of the environmental approvals process for both the hematite and magnetite stages of the Karara Iron Ore Project; and The commencement of an expanded regional exploration effort targeting a range of exciting new prospects, including newly identified magnetite resources in close proximity to existing hematite deposits
The funding arrangements cover the 30% equity component of the agreed A$1.8 billion capital cost estimate for the the Karara Iron Ore Project. The total equity funding requirement for the magnetite and hematite projects amounts to A$534.5 million. As part of its contribution to the equity funding for the Project, Ansteel has subscribed for 10 million shares in the Joint Venture‟s operating entity, Karara Mining Limited, giving it an initial 19.23% stake in this joint venture vehicle.
The first A$50 million subscription payment has been received and banked in the Karara Mining bank account. Further subscription payments by Ansteel will be made as follows:
April 2008 A$55.0 million
July 2008 A$123.4 million
October 2008 A$143.7 million
For its part, Gindalbie will make its first equity subscription payment of A$18.3 million into Karara Mining Ltd in July 2008, with a second subscription payment of A$143.7 million scheduled to be made in October 2008. Importantly, under the Joint Venture Development Agreement, Ansteel will finance Gindalbie‟s equity contribution if requested by Gindalbie. The equity funding structure is consistent with the financing terms of the Joint Venture Development Agreement for the Karara Iron Ore Project which was signed in September last year, with Ansteel to contribute A$105 million as an agreed Fixed Entry Price (the first two subscription payments) plus 50% of the required equity and Gindalbie contributing the balance (approximately 25% of the total equity funding requirement). The 30% equity component of the Mungada Hematite Project capital cost (A$40.6 million) will be funded on a 50:50 basis by Gindalbie and Ansteel. Consistent with the desire of Gindalbie and Ansteel to begin production of iron ore as soon as possible and the confidence each party has in the timely receipt of environmental approvals, the current equity funding contributions of Ansteel will be used to commence development of the Project immediately and in particular to place orders and deposits for the supply of long lead time capital equipment. Gindalbie‟s Managing Director, Mr Garret Dixon, said the signing of the Subscription Agreement and the initial equity contribution by Ansteel to the Project represented another very significant milestone for the development of the Karara Iron Ore Project, highlighting the financial strength of Ansteel and its desire to see the Karara Iron Ore Joint Venture, through Karara Mining, achieve its core objectives of delivering significant production of iron products by the end of this decade. “This Agreement and first subscription payment is another strong demonstration by Ansteel of its support for the Project and the Joint Venture, with the equity component of the overall funding structure now effectively agreed and locked away,” Mr Dixon commented. “The initial $50 million contributed by Ansteel puts the Joint Venture on a very solid financial footing to proceed with the development.” In addition, Gindalbie remains financially strong with cash reserves at the end of the December Quarter of $51.5 million. “It is also important to note that, under the Joint Venture, Ansteel has agreed to fully underwrite the debt component of the funding structure if required, which puts us in a very favourable position as we work towards also finalising the debt part of the overall funding structure,” he added. Subject to the timely receipt of environmental approvals and financing, Karara Mining is aiming to commence exports of hematite ore through Geraldton in 2009 and deliver first magnetite concentrate ore from the Karara Magnetite Project by 2010.
Released by:
On behalf of:
Nicholas Read Read Corporate
Mr Garret Dixon/Mr Darren Gordon Managing Director/Chief Financial Officer
Telephone: (+61-8) 9388-1474
Telephone: (+61-8) 9480-8700
Mobile: (+61-8) 419 929 046
www.gindalbie.com.au
BACKGROUND INFORMATION
Karara and Mungada Projects The Karara Project is a substantial new integrated iron ore project in the Mid West region of Australia, which will produce some 11Mtpa of iron products from 2010, including an initial 8Mtpa of high-grade magnetite concentrate and blast furnace quality pellets from the Karara Magnetite Project and an initial 3.0Mtpa of direct shipping ore from the Mungada Hematite Project. The development of the Karara Project – which was granted Major Project Facilitation (MPF) status by the Australian Federal Government last year is expected to generate significant short and long-term economic benefits in the Mid West region of Western Australia.
The Karara BFS concluded that, based on an initial JORC compliant Ore Resource of 1.43 billion tonnes at 36.3% Fe and an Initial Ore Reserve defined as part of the study of 497 million tonnes at 36.3% Fe, the Project would generate an initial after tax free cash flow of A$9.3 billion and an indicative annual cash surplus after tax of A$360 million. The Project has a Net Present Value (NPV) using a 9% discount rate of A$2.3 billion and an Internal Rate of Return (IRR) of 24.6%. The BFS is based on a 20Mtpa mining operation producing on average 8Mtpa of magnetite concentrate grading 68.2% Fe, 4.7% SiO2 and 0.01% P, with the Initial Ore Reserve sufficient to underpin 25 years of production at the proposed „start up‟ production rate of 8Mtpa. Magnetite concentrate from Karara will be shipped to China via a process involving transportation on barges to a location off Geraldton for loading to a trans-shipper and ultimately onto Capesize vessels which will freight the high-grade iron ore concentrate to the port of Yingkou in China, for use in the joint venture pellet and directly in Ansteel‟s new steel mill.
The BFS for the Mungada Hematite Project concluded that, based on an initial Product Inventory of 14.3 million tones at 61.5% Fe (resource of 27.1 million tones at 61.7% Fe), the Project would generate an initial after tax free cash flow of A$184 million. The Project has a Net Present Value using a 10% discount rate of A$79.6 million and IRR of 27.5%. Direct Shipping Ore from Mungada will be exported at an initial rate of 3Mtpa through the Port of Geraldton directly to China.
Background – Ansteel
Ansteel is currently one of China‟s largest steel producers and is the major producer in the north-east region of China, with crude steel production of 16 million tonnes, annual sales revenues in excess of US$11 billion and a profit of approximately US$1.5 billion in 2006. Ansteel is considered to be one of the country‟s key growth companies and has strong government support in securing new sources of long-term iron ore supply through international investment. Ansteel is developing a new integrated iron and steel making facility at Bayuquan, adjacent to the Port of Yingkou, approximately 100 kilometres south-west of its current steel making facility in the city of Anshan. The new facility will have the capacity of 5.0Mtpa of finished steel products and is the facility that the Karara Iron Project‟s products will feed upon commencement of production.
Background – Gindalbie Metals Ltd
Listed on the Australian Stock Exchange since 1994, Gindalbie Metals Ltd is an emerging Australian iron ore company based in Perth, Western Australia. Gindalbie is developing a strategic portfolio of high-quality production and exploration assets located some 225km east of the port of Geraldton which will underpin its vision to become a leading independent supplier of iron ore products to world markets over the next decade. The initial focus of Gindalbie‟s growth strategy is the Mungada Hematite and Karara Magnetite Projects, however its longer term growth will be propelled by the exploration and development of its extensive 1,900 sq km tenement portfolio in the Mid West region, which includes numerous prospective magnetite and hematite exploration targets expected to deliver a long-term pipeline of growth opportunities.
- ENDS -"
und bei DMC Mining direkt gab's auch frisch was zu vermelden,
die ersten Ergebnisse sind da...
dmcmining.com.au/admin/texteditor/images/Drilling%20Results%20-%20Mayoko%20Iron%20Ore%20Project.pdf
Sieht m. E. sehr sehr vielversprechend aus,
die Reaktion finde ich alles andere als stark,
aber ich hab hier eh einen langfristigen Blick.
Werde das nochmal ausführlich reinstellen,
genauso wie die davor bekanntgegebenen Ergebnisse
der infrastrukturellen Prüfung/Gegebenheiten.
die ersten Ergebnisse sind da...
dmcmining.com.au/admin/texteditor/images/Drilling%20Results%20-%20Mayoko%20Iron%20Ore%20Project.pdf
Sieht m. E. sehr sehr vielversprechend aus,
die Reaktion finde ich alles andere als stark,
aber ich hab hier eh einen langfristigen Blick.
Werde das nochmal ausführlich reinstellen,
genauso wie die davor bekanntgegebenen Ergebnisse
der infrastrukturellen Prüfung/Gegebenheiten.
Die beiden Sachen zu Advanced nochmal "nachgereicht",
speziell das 2te zur Finanzierung:
"Advanced Explorations Inc. Moving Forward on Resource Determination and Economic Studies
Friday January 18, 11:04 am ET
TORONTO, ONTARIO--(Marketwire - Jan. 18, 2008) - Advanced Explorations Inc. (the "Company or AEI") (TSX VENTURE:AXI - News) is pleased to announce the Company continues to move forward on its plan to achieve a development decision on the Roche Bay project located on the east coast of the Melville Peninsula, Nunavut, Canada. Golder Associates has been engaged to complete the resource calculation to NI 43-101 standards. In addition Florin Gheorghiu, a recognized expert in the iron ore sector, is managing the economic review which is expected to be completed midyear. The Company has also resolved the backlog in drill analysis from the laboratory, which has promised to deliver all outstanding analyses as soon as possible. Drill section results that have recently been received will be released as soon as internal QA/QC procedures have been completed.
ADVERTISEMENT
John Gingerich, President and CEO of AEI, commented;
"The fundamentals of iron ore have not changed. The industry is still expecting a substantial increase in the long term iron ore contract price. We believe the Roche Bay project location at the coast, and favourable metallurgical attributes makes this one of the more attractive undeveloped iron ore opportunities in the world. The Company has only been working this project for 7 months and has achieved a great deal in a short period of time although there remains a great deal to be done. We remain confident that we will meet our key milestones in moving this project forward."
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, has been developing a strategy to leverage its expertise and experience in identifying business opportunities within the Resource sector. The company has recently expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural port makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com"
"Advanced Explorations Inc. Extends Time to Complete Formal Agreement With Melville Capital Corporation
Wednesday January 30, 8:10 pm ET
TORONTO, ONTARIO--(Marketwire - Jan. 30, 2008) - Advanced Explorations Inc. (the "Company or AEI") (TSX VENTURE:AXI - News) is pleased to announce an amendment to the Memorandum of Understanding ("MOU") with Melville Capital Corporation ("MCC") announced on December 6, 2007. The Company has granted an extension to March 1st, 2008 to conclude the formal agreement. In the original MOU MCC had until January 30, 2008 to conclude a formal agreement to secure its rights with respect to a number of potential developments associated with the Roche Bay iron ore project. Terms of the MOU included a $12,000,000 private placement at $4.00 per share and a $53,000,000 debenture with a term of 5 years and convertible at $5.25 per share at maturity.
ADVERTISEMENT
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, has been developing a strategy to leverage its expertise and experience in identifying business opportunities within the Resource sector. The company has recently expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural port makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
ABOUT Melville Capital Corporation
Melville Capital Corporation is a private equity firm with international relationships to private and institutional funds, strategic industry partners and aboriginal leadership. The Chairman and CEO of Melville Capital, Mr. Roman Bittman is a prominent Aboriginal Canadian financier and entrepreneur in the resource, environmental remediation and media industries in Canada, the United States and China. He also manages and advises a team that includes senior executives in infrastructure development. Mr. Timothy German, President of Melville Capital has acted as a consultant and held management positions over the years both private and public sector resource based companies. Mr. William Thomson is a strategic advisor who has been a senior executive with several national and international public logistics, primary manufacturing and infrastructure companies. Mr. Ernie Belyea is a lawyer with broad management experience and is currently senior corporate counsel for Ontario Power Authority. Jim Antoine, a former Premier of the NWT and Chief of Liidlii Kue First Nation, has strong relationships with senior levels of territorial and federal governments and leaders in First Nations, Inuit and Aboriginal communities and businesses across Northern Canada.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
speziell das 2te zur Finanzierung:
"Advanced Explorations Inc. Moving Forward on Resource Determination and Economic Studies
Friday January 18, 11:04 am ET
TORONTO, ONTARIO--(Marketwire - Jan. 18, 2008) - Advanced Explorations Inc. (the "Company or AEI") (TSX VENTURE:AXI - News) is pleased to announce the Company continues to move forward on its plan to achieve a development decision on the Roche Bay project located on the east coast of the Melville Peninsula, Nunavut, Canada. Golder Associates has been engaged to complete the resource calculation to NI 43-101 standards. In addition Florin Gheorghiu, a recognized expert in the iron ore sector, is managing the economic review which is expected to be completed midyear. The Company has also resolved the backlog in drill analysis from the laboratory, which has promised to deliver all outstanding analyses as soon as possible. Drill section results that have recently been received will be released as soon as internal QA/QC procedures have been completed.
ADVERTISEMENT
John Gingerich, President and CEO of AEI, commented;
"The fundamentals of iron ore have not changed. The industry is still expecting a substantial increase in the long term iron ore contract price. We believe the Roche Bay project location at the coast, and favourable metallurgical attributes makes this one of the more attractive undeveloped iron ore opportunities in the world. The Company has only been working this project for 7 months and has achieved a great deal in a short period of time although there remains a great deal to be done. We remain confident that we will meet our key milestones in moving this project forward."
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, has been developing a strategy to leverage its expertise and experience in identifying business opportunities within the Resource sector. The company has recently expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural port makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com"
"Advanced Explorations Inc. Extends Time to Complete Formal Agreement With Melville Capital Corporation
Wednesday January 30, 8:10 pm ET
TORONTO, ONTARIO--(Marketwire - Jan. 30, 2008) - Advanced Explorations Inc. (the "Company or AEI") (TSX VENTURE:AXI - News) is pleased to announce an amendment to the Memorandum of Understanding ("MOU") with Melville Capital Corporation ("MCC") announced on December 6, 2007. The Company has granted an extension to March 1st, 2008 to conclude the formal agreement. In the original MOU MCC had until January 30, 2008 to conclude a formal agreement to secure its rights with respect to a number of potential developments associated with the Roche Bay iron ore project. Terms of the MOU included a $12,000,000 private placement at $4.00 per share and a $53,000,000 debenture with a term of 5 years and convertible at $5.25 per share at maturity.
ADVERTISEMENT
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, has been developing a strategy to leverage its expertise and experience in identifying business opportunities within the Resource sector. The company has recently expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural port makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
ABOUT Melville Capital Corporation
Melville Capital Corporation is a private equity firm with international relationships to private and institutional funds, strategic industry partners and aboriginal leadership. The Chairman and CEO of Melville Capital, Mr. Roman Bittman is a prominent Aboriginal Canadian financier and entrepreneur in the resource, environmental remediation and media industries in Canada, the United States and China. He also manages and advises a team that includes senior executives in infrastructure development. Mr. Timothy German, President of Melville Capital has acted as a consultant and held management positions over the years both private and public sector resource based companies. Mr. William Thomson is a strategic advisor who has been a senior executive with several national and international public logistics, primary manufacturing and infrastructure companies. Mr. Ernie Belyea is a lawyer with broad management experience and is currently senior corporate counsel for Ontario Power Authority. Jim Antoine, a former Premier of the NWT and Chief of Liidlii Kue First Nation, has strong relationships with senior levels of territorial and federal governments and leaders in First Nations, Inuit and Aboriginal communities and businesses across Northern Canada.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
manchmal nicht gaaanz aktuell, einfach zuviele Werte,
deshalb eigentlich immer mit Datum...
"IronClad Reports Significant Progress On Wilcherry
Hill (South Australia) Iron Ore Project - 4 February 2008
Emerging iron ore producer IronClad Mining Limited (ASX Code: IFE) has reported significant progress towards the development of its Wilcherry Hill Iron Ore Project in South Australia’s Gawler Craton.
Resource extension drilling undertaken as part of a pre-feasibility study has extended the strike length of the Ultima Dam East prospect by 750 metres to 1000 metres, confirmed
iron grades and identified the potential for higher grade direct shipping ore from the project.
The Wilcherry Hill iron ore deposits were identified late in 2006 and IronClad was listed on the Australian Securities Exchange in July 2007 to confirm and extend the resources,
conduct feasibility studies and establish and operate an iron ore mining and processing facilities and to market the products.
Exploration within the Wilcherry Hill Project area during the December quarter identified three new, high priority iron ore prospects at Ultima Dam, Numancia and Hercules which
have potential for both haematite and magnetite mineralisation.
Exploration drilling to test the potential of these areas is already under-way at Numancia and Ultima Dam while detailed surface sampling, magnetic and gravity surveys will be
undertaken in the March quarter at Hercules, in preparation for exploration drilling in the June quarter.
IronClad Mining has entered into a Memorandum of Understanding with Flinders Port Authority who are conducting a study into establishing deepwater, common user, bulk export facility Port Bonython. In parallel with this study Ironclad is also considering the potential of sites at Whyalla, Point Gibbon and Port Neill for this purpose.
The four port options are all between 120km (Whyalla) and 180km (Point Gibbon and Port Neill) road or rail distance from Wilcherry Hill. At this stage in the study, rail is the option
favoured by IronClad for transporting iron ore products to port, subject to ore volumes and mine-life.
Chinese steel mills continue to express high levels of interest in off-take of iron ore products and equity participation in the Wilcherry Iron Ore Project. A number of medium to large steel producers have met with IronClad and site visits undertaken to inspect the Wilcherry project as well as existing and planned facilities in China.
The Company has prioritised interested parties and produced a short list of potential customers with strong growth plans and synergies with the project for further discussions.
Finalising off-take agreements will be driven by the completion of the product options evaluation, which is expected by the end of the current financial year.
Ken Hellsten
Managing Director
(08) 6210 9800
The information in this announcement is based on information compiled by Ken Hellsten, who is a Fellow of The Australasian Institute of Mining and Metallurgy and who has more than five
years experience in the field of activity being reported on. Mr. Hellsten is a full-time employee of the company.
Mr. Hellsten has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent
Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mr. Hellsten consents to the inclusion in the
report of the matters based on his information in the form and context in which it appears."
"ASX ANNOUNCMENT 11 February 2008
IRONCLAD MINING SECURES HEADS OF
AGREEMENT ON HERCULES SOUTH.
Highlights
• Extension to exciting Hercules prospect secured through
agreement with Lincoln Minerals
• Potential for both haematite and magnetite mineralisation
at Hercules and Hercules South
• IFE earning up to 80% interest through expenditure of $1
million over 4 years
• Current gravity program and planned magnetic survey to
be extended to cover Hercules South
• Initial drill testing planned as part of current Wilcherry
drilling program
IronClad Mining Limited (ASX:IFE) has secured the extension to the recently identified Hercules prospect through the signing of a Heads of Agreement with Lincoln Minerals Limited (ASX:LML) under which IFE can earn up to 80% of the rights to explore and mine
Iron Ore within LML’s tenement, Exploration License (EL) 3690.
EL3690 lies immediately to the south and east of the exciting Hercules iron ore target and covers the extension of the banded iron sequence, including the synclinal fold axis structure, beneath alluvial cover (see Figure 1).
Hercules is located 10km to the east of IronClad’s established iron resources at the Weednanna and Ultima Dam East and is some 70 km to the north west of the Middleback Ranges where iron ore has been mined for more than 100 years with current roduction of approximately 6.4 million tones per year of high grade iron ore products.
Hercules was identified following a review of previous exploration for base metals and gold by other explorers and initial ground follow-up by Ironclad and shares many geological and geochemical similarities with Middleback Range iron ore resources.
It is considered to have potential for large tonnage haematite or magnetite resources because it:
• has a stratigraphic association with thick banded iron formation (BIF) units.
• is situated on a high amplitude magnetic anomaly with strike lengths in excess of
ten (10) kilometres.
• is located in a favourable structural setting (with cross faulting and synclinal folds)
similar to Middleback deposits.
• contains large areas with strong iron enrichment at surface. Rock chip sampling has returned values up to 59.8% total Fe at Hercules with elevated iron results (>40% Fe) in selected rock chip samples over approximately three km of strike. Given the limited outcrop and silicified nature of the weathering it is expected the surface
samples may understate the primary Fe grade of the deeper rocks.
• Lies coincident with a gravity high and within a synclinal structure.
The Heads of Agreement with LML, comprises the following elements;
• IronClad Mining Limited may explore for and mine Iron Ore within the whole of EL3690.
• IronClad to fund $100,000 of exploration expenditures within
a 12 month period prior to any withdrawal.
• The option for IronClad to fund further expenditure to the value of $400,000 within 2 years of signing the Heads of Agreement to earn 50% equity in the Iron rights contained within EL3690
• The option for IronClad to fund additional expenditure to the value of $500,000 within 4 years of signing the Heads of Agreement to earn a further 30% equity in the Iron rights contained within EL3690
• Ironclad Mining to manage exploration, development and operations activities. Securing the extensions to the Hercules prospect enables Ironclad to extend the detailed gravity program currently being undertaken at Hercules as well as the airborne magnetic
survey planned for March. It is anticipated initial drill testing will be undertaken during the current quarter once the results of the geophysical surveys and surface sampling programs are received and assessed.
Ken Hellsten
Managing Director
08 6210 9800
The information in this announcement is based on information compiled by Ken Hellsten, who is a Fellow of The Australasian Institute of Mining and Metallurgy and who has more than five
years experience in the field of activity being reported on. Mr. Hellsten is a full-time employee of the company.
Mr. Hellsten has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent
Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration
Results, Mineral Resources and Ore Reserves’. Mr. Hellsten consents to the inclusion in the report of the matters based on his information in the form and context in which it appears"
www.ironcladmining.com
deshalb eigentlich immer mit Datum...
"IronClad Reports Significant Progress On Wilcherry
Hill (South Australia) Iron Ore Project - 4 February 2008
Emerging iron ore producer IronClad Mining Limited (ASX Code: IFE) has reported significant progress towards the development of its Wilcherry Hill Iron Ore Project in South Australia’s Gawler Craton.
Resource extension drilling undertaken as part of a pre-feasibility study has extended the strike length of the Ultima Dam East prospect by 750 metres to 1000 metres, confirmed
iron grades and identified the potential for higher grade direct shipping ore from the project.
The Wilcherry Hill iron ore deposits were identified late in 2006 and IronClad was listed on the Australian Securities Exchange in July 2007 to confirm and extend the resources,
conduct feasibility studies and establish and operate an iron ore mining and processing facilities and to market the products.
Exploration within the Wilcherry Hill Project area during the December quarter identified three new, high priority iron ore prospects at Ultima Dam, Numancia and Hercules which
have potential for both haematite and magnetite mineralisation.
Exploration drilling to test the potential of these areas is already under-way at Numancia and Ultima Dam while detailed surface sampling, magnetic and gravity surveys will be
undertaken in the March quarter at Hercules, in preparation for exploration drilling in the June quarter.
IronClad Mining has entered into a Memorandum of Understanding with Flinders Port Authority who are conducting a study into establishing deepwater, common user, bulk export facility Port Bonython. In parallel with this study Ironclad is also considering the potential of sites at Whyalla, Point Gibbon and Port Neill for this purpose.
The four port options are all between 120km (Whyalla) and 180km (Point Gibbon and Port Neill) road or rail distance from Wilcherry Hill. At this stage in the study, rail is the option
favoured by IronClad for transporting iron ore products to port, subject to ore volumes and mine-life.
Chinese steel mills continue to express high levels of interest in off-take of iron ore products and equity participation in the Wilcherry Iron Ore Project. A number of medium to large steel producers have met with IronClad and site visits undertaken to inspect the Wilcherry project as well as existing and planned facilities in China.
The Company has prioritised interested parties and produced a short list of potential customers with strong growth plans and synergies with the project for further discussions.
Finalising off-take agreements will be driven by the completion of the product options evaluation, which is expected by the end of the current financial year.
Ken Hellsten
Managing Director
(08) 6210 9800
The information in this announcement is based on information compiled by Ken Hellsten, who is a Fellow of The Australasian Institute of Mining and Metallurgy and who has more than five
years experience in the field of activity being reported on. Mr. Hellsten is a full-time employee of the company.
Mr. Hellsten has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent
Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mr. Hellsten consents to the inclusion in the
report of the matters based on his information in the form and context in which it appears."
"ASX ANNOUNCMENT 11 February 2008
IRONCLAD MINING SECURES HEADS OF
AGREEMENT ON HERCULES SOUTH.
Highlights
• Extension to exciting Hercules prospect secured through
agreement with Lincoln Minerals
• Potential for both haematite and magnetite mineralisation
at Hercules and Hercules South
• IFE earning up to 80% interest through expenditure of $1
million over 4 years
• Current gravity program and planned magnetic survey to
be extended to cover Hercules South
• Initial drill testing planned as part of current Wilcherry
drilling program
IronClad Mining Limited (ASX:IFE) has secured the extension to the recently identified Hercules prospect through the signing of a Heads of Agreement with Lincoln Minerals Limited (ASX:LML) under which IFE can earn up to 80% of the rights to explore and mine
Iron Ore within LML’s tenement, Exploration License (EL) 3690.
EL3690 lies immediately to the south and east of the exciting Hercules iron ore target and covers the extension of the banded iron sequence, including the synclinal fold axis structure, beneath alluvial cover (see Figure 1).
Hercules is located 10km to the east of IronClad’s established iron resources at the Weednanna and Ultima Dam East and is some 70 km to the north west of the Middleback Ranges where iron ore has been mined for more than 100 years with current roduction of approximately 6.4 million tones per year of high grade iron ore products.
Hercules was identified following a review of previous exploration for base metals and gold by other explorers and initial ground follow-up by Ironclad and shares many geological and geochemical similarities with Middleback Range iron ore resources.
It is considered to have potential for large tonnage haematite or magnetite resources because it:
• has a stratigraphic association with thick banded iron formation (BIF) units.
• is situated on a high amplitude magnetic anomaly with strike lengths in excess of
ten (10) kilometres.
• is located in a favourable structural setting (with cross faulting and synclinal folds)
similar to Middleback deposits.
• contains large areas with strong iron enrichment at surface. Rock chip sampling has returned values up to 59.8% total Fe at Hercules with elevated iron results (>40% Fe) in selected rock chip samples over approximately three km of strike. Given the limited outcrop and silicified nature of the weathering it is expected the surface
samples may understate the primary Fe grade of the deeper rocks.
• Lies coincident with a gravity high and within a synclinal structure.
The Heads of Agreement with LML, comprises the following elements;
• IronClad Mining Limited may explore for and mine Iron Ore within the whole of EL3690.
• IronClad to fund $100,000 of exploration expenditures within
a 12 month period prior to any withdrawal.
• The option for IronClad to fund further expenditure to the value of $400,000 within 2 years of signing the Heads of Agreement to earn 50% equity in the Iron rights contained within EL3690
• The option for IronClad to fund additional expenditure to the value of $500,000 within 4 years of signing the Heads of Agreement to earn a further 30% equity in the Iron rights contained within EL3690
• Ironclad Mining to manage exploration, development and operations activities. Securing the extensions to the Hercules prospect enables Ironclad to extend the detailed gravity program currently being undertaken at Hercules as well as the airborne magnetic
survey planned for March. It is anticipated initial drill testing will be undertaken during the current quarter once the results of the geophysical surveys and surface sampling programs are received and assessed.
Ken Hellsten
Managing Director
08 6210 9800
The information in this announcement is based on information compiled by Ken Hellsten, who is a Fellow of The Australasian Institute of Mining and Metallurgy and who has more than five
years experience in the field of activity being reported on. Mr. Hellsten is a full-time employee of the company.
Mr. Hellsten has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent
Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration
Results, Mineral Resources and Ore Reserves’. Mr. Hellsten consents to the inclusion in the report of the matters based on his information in the form and context in which it appears"
www.ironcladmining.com
mal erstmal ein letztes Mal zu diesem Thema
www.investortv.com/stories/842,1184-19907,44789.html
www.investortv.com/stories/842,1184-19907,44789.html
-Tertiary Minerals plc
sieht auch verdammt interessant aus,
wobei das Eisen nur eine zusätzliche Phantasie wäre.
www.tertiaryminerals.com
"Company Profile
Tertiary Minerals plc ("the Company") is a UK based public minerals exploration and development company. Its shares trade on the Alternative Investment Market of the London Stock Exchange (“AIM”) under the trading symbol “TYM”.
The Company aims to provide capital growth for shareholders through the costs effective exploration and development of mineral deposits.
The Company is conducting feasibility studies for development of the world’s largest deposit of tantalum (-niobium and rare-earths) in Saudi Arabia in conjunction with its Saudi joint venture partners and its project portfolio s include world-class exploration targets in the politically stable Nordic countries.
The Directors policy is to progress its “flagship” projects towards production and to maintain a portfolio of grass roots to advanced exploration projects such that the Company has, as far as is possible, mature drill-stage projects at all times and thus continuing exposure to the opportunity for the discovery of commercial ore-bodies.
The Company also works through joint venture or farm-in agreements with other mineral companies on its projects where this would allow it to accelerate exploration and/or development of a project beyond the financial resources available to it, or in order to explore further its projects at minimal cost.
In 2005 the Company sponsored the formation and AIM admission of Sunrise Diamonds plc and remains the major shareholder in that company.r shareholder in that company"
und einfach mal noch ein Kommentar aus dem WBoard
(die Aussagen bezüglich möglichen Umsätzen und Gewinnen
lass ich mal dahingstellt, müsste man sicher noch genauer
unter die Lupe nehmen)
"Marktkapitalisierung von ca 8mio€ :
Großes Tantal-Niob-projekt mit geplanten 600.000 lbs Tantal/Jahr und 6.3mio Niob pro Jahr
das wären grob 250 mio pro jahr, wobei Produktionskosten und Abgaben an die Regierung noch fehlen. Könnten aber trotzdem 80 Mio Gewinn anfallen. Der Knackpunkt, dass die Verlängerung der Lizenz noch aussteht. Falls diese demnächst vorliegt, könnte einiges drin sein.
Weitere Projekte in
Schweden: Gold-Kupfer-Cobalt-Projekt und ein reines Goldprojekt mit bis zu 10g/t Gold samples
Finnland: 2 Eisenerzprojekte (auf einem wird gerade gebohrt)
ein weiteres Tantalprojekt mit ganz guten Werten
ein Goldprojekt mit Bohrungen von 45g/t Gold auf 2m
Sehr interessante Ansammlung von Projekten. Interessant vor allem die breite Aufstellung mit Tantal, Eisenerz, Gold, Cobalt
Mal sehen was sich hier tut"
Zusätzlich zuletzt noch ein weiteres vielversprechendes
Projekt akquiriert.
sieht auch verdammt interessant aus,
wobei das Eisen nur eine zusätzliche Phantasie wäre.
www.tertiaryminerals.com
"Company Profile
Tertiary Minerals plc ("the Company") is a UK based public minerals exploration and development company. Its shares trade on the Alternative Investment Market of the London Stock Exchange (“AIM”) under the trading symbol “TYM”.
The Company aims to provide capital growth for shareholders through the costs effective exploration and development of mineral deposits.
The Company is conducting feasibility studies for development of the world’s largest deposit of tantalum (-niobium and rare-earths) in Saudi Arabia in conjunction with its Saudi joint venture partners and its project portfolio s include world-class exploration targets in the politically stable Nordic countries.
The Directors policy is to progress its “flagship” projects towards production and to maintain a portfolio of grass roots to advanced exploration projects such that the Company has, as far as is possible, mature drill-stage projects at all times and thus continuing exposure to the opportunity for the discovery of commercial ore-bodies.
The Company also works through joint venture or farm-in agreements with other mineral companies on its projects where this would allow it to accelerate exploration and/or development of a project beyond the financial resources available to it, or in order to explore further its projects at minimal cost.
In 2005 the Company sponsored the formation and AIM admission of Sunrise Diamonds plc and remains the major shareholder in that company.r shareholder in that company"
und einfach mal noch ein Kommentar aus dem W
Board(die Aussagen bezüglich möglichen Umsätzen und Gewinnen
lass ich mal dahingstellt, müsste man sicher noch genauer
unter die Lupe nehmen)
"Marktkapitalisierung von ca 8mio€ :
Großes Tantal-Niob-projekt mit geplanten 600.000 lbs Tantal/Jahr und 6.3mio Niob pro Jahr
das wären grob 250 mio pro jahr, wobei Produktionskosten und Abgaben an die Regierung noch fehlen. Könnten aber trotzdem 80 Mio Gewinn anfallen. Der Knackpunkt, dass die Verlängerung der Lizenz noch aussteht. Falls diese demnächst vorliegt, könnte einiges drin sein.
Weitere Projekte in
Schweden: Gold-Kupfer-Cobalt-Projekt und ein reines Goldprojekt mit bis zu 10g/t Gold samples
Finnland: 2 Eisenerzprojekte (auf einem wird gerade gebohrt)
ein weiteres Tantalprojekt mit ganz guten Werten
ein Goldprojekt mit Bohrungen von 45g/t Gold auf 2m
Sehr interessante Ansammlung von Projekten. Interessant vor allem die breite Aufstellung mit Tantal, Eisenerz, Gold, Cobalt
Mal sehen was sich hier tut"
Zusätzlich zuletzt noch ein weiteres vielversprechendes
Projekt akquiriert.
"Baffinland Announces a Near Tripling of Tonnage in the 2007 Mineral Resource and Reserve Statement for the Mary River Project
Wednesday February 13, 1:56 pm ET
TORONTO, ONTARIO--(MARKET WIRE)--Feb 13, 2008 -- Baffinland Iron Mines Corporation (Toronto:BIM.TO - News) ("Baffinland" or the "Company") today released its Annual Mineral Resource and Mineral Reserve statement, as of December 31, 2007, for its 100%-owned Mary River Project, located in Nunavut Territory, Canada. Mineral resources and mineral reserves were estimated by Aker Kvaerner E&C ("Aker Kvaerner"), a division of Aker Kvaerner Canada Inc.
ADVERTISEMENT
"Since we reactivated exploration at Mary River in 2004, we have consistently stated that our project has the potential to eventually delineate one to two billion tonnes of high grade, direct-shipping iron ore. Our exploration success to date on Deposit Nos. 1, 2 and 3, as evidenced by the phenomenal year-over-year growth in our reportable resources and reserves puts us close to the bottom end of this range. These deposits remain open to further significant expansion of resources and when coupled with the yet-to-be-drilled potential of Deposit No. 4, we now believe that the top end of this range should be the revised target for the resource potential of our four wholly-owned deposits. This belief serves to underpin our assertion that our Mary River Project represents a multi-generational opportunity to benefit our partners, the Inuit and all stakeholders, including all of the people of the communities of North Baffin, Nunavut Territory and Canada, as well as Baffinland shareholders," stated Gordon McCreary, President and CEO of Baffinland.
"With a production grade between 66% and 67% Fe over the first five years, combined with a very low stripping ratio during that period, the mine plan is designed to optimize cash flow in these early years," stated Rodney Cooper, Vice President Operations and COO of Baffinland.
Mary River Project - Mineral Resources & Mineral Reserves
------------------------------------------------------------------
------------------------------------------------------------------
Deposit No. 1 Mineral Reserves
------------------------------------------------------------------
------------------------------------------------------------------
Category Mt Fe% P% S% SiO2% Al2O3%
------------------------------------------------------------------
Proven 160.0 64.4 0.030 0.25 3.5 1.4
------------------------------------------------------------------
Probable 205.0 64.9 0.039 0.23 3.0 1.3
------------------------------------------------------------------
Total 365.0 64.7 0.035 0.24 3.2 1.3
------------------------------------------------------------------
------------------------------------------------------------------
------------------------------------------------------------------
Deposit No.1,2,3 Mineral Resources (Exclusive of Reserves)
------------------------------------------------------------------
------------------------------------------------------------------
Category Mt Fe% P% S% SiO2% Al2O3%
------------------------------------------------------------------
Measured 0.4(Mrd) 65.4 0.010 0.60 1.9 1.1
------------------------------------------------------------------
Indicated 52.0 64.6 0.035 0.32 4.4 1.3
------------------------------------------------------------------
Inferred 448.0 65.5 0.044 0.18 2.6 1.2
------------------------------------------------------------------
------------------------------------------------------------------
Notes to the 2007 Mineral Resource and Mineral Reserve Statement
Baffinland resources and reserves are classified in accordance with
the Canadian Institute of Mining Metallurgy and Petroleum's "CIM
Standards on Mineral Resources and Reserves, Definitions and
Guidelines" as per Canadian Securities Administrator's National
Instrument 43-101 requirements.
(1) Lump Iron Ore 75 percent of sales;
Sinter / Fines Iron Ore: 25 percent of sales;
Based on testwork conducted at Studien Gesellschaft Fur Eisenerz-
Aufbereitung (SGA);
(2) Foreign Exchange: US$ 1.00 per CDN$ 1. 10;
(3) Moisture content: 2 percent;
(4) Cut off grade: 50% Fe for Deposit No 1 (scheduling)
(5) Cut off grade: 60.5% Fe for Deposits No. 2 & 3 (optimization);
(6) Apparent density ore: 4.49 g/cc (average);
(7) Mining recovery: 97.5-99.0 percent Deposit No. 1;
(8) Mining recovery: 97.5 percent Deposits No. 2 & 3;
(9) Mining dilution: 1.0-2.5 percent Deposit No. 1;
(10) Mining dilution: 2.5 percent Deposits No. 2 & 3;
(11) Crusher recovery: 100 percent;
(12) Overall pit slope angle: 36-42 degrees Deposit No. 1;
(13) Overall pit slope angle: 40 degrees Deposits No. 2. & No. 3
(14) Maximum drill hole spacing defining measured resources: 45 meters;
(15) Maximum drill hole spacing defining indicated resources: 120 meters;
(16) Maximum drill hole spacing defining inferred resources: 450 meters;
(17) Resources and reserves are defined within a practical open pit
geometry based on a production rate of 18 million tonnes
ore per year;
Reserve classification is supported by a
Definitive Feasibility Study, February 2008, completed
by Aker Kvaerner to a level of accuracy of +/- 15 percent;
(18) Mineral resources are exclusive of mineral reserves.
(19) Mineral resources which are not mineral reserves do not have
demonstrated economic viability;
(20) Inferred mineral resources are considered too
speculative geologically
to have economic considerations applied to them that
would enable them to be categorized as mineral reserves;
(21) Mineral resources and mineral reserve tonnages have
been rounded to reflect the relative accuracy of the estimate;
Additional Disclosure
Resource estimation is performed by George Wahl, P. Geo., while open pit mine planning is performed by Rene Gharapethian, P. Eng. Both of these independent technical professionals are Qualified Persons as defined by NI 43-101 and they performed their resource analysis and open pit planning under the guidance of Aker Kvaerner E&C for inclusion in the Study.
Assaying and analytical work were performed by SGS Lakefield Research Limited ("Lakefield") under a strict protocol designed for testing lump iron ores. Samples were then sent from Lakefield to SGA in Germany, where samples were composited for detailed metallurgical testing to ISO standards for iron ore. The testwork is specific for lump ores. Additional test-work was also completed on fine material for sintering.
Drill hole metallurgical data were interpreted by Michael T. Zurowski, P. Eng., Executive VP and a Qualified Person as defined by NI 43-101. Rodney Cooper, P. Eng., VP Operations and COO, a Qualified Person as defined by NI 43-101, has had oversight responsibility for the estimation of resources and reserves.
Baffinland is a Canadian publicly-traded junior mining company that is focused on its wholly-owned Mary River iron ore deposits located on Baffin Island, Nunavut Territory, Canada. Baffinland's shares trade on the Toronto Stock Exchange under the trading symbol BIM.
This press release contains certain information that may constitute forward-looking information within the meaning of securities laws. Forward-looking information may relate to management's future outlook and anticipated events or results, and may include statements or information regarding the future plans or prospects of the Company. Forward-looking information is based on certain factors and assumptions regarding, among other things, expected mineral resources, iron ore prices, the timing and amount of future exploration expenditures, the estimation of additional capital requirements and initial capital costs, the availability of necessary financing and materials, the receipt of necessary regulatory approvals, the feasibility of constructing and operating a direct-shipping iron ore mine at Baffinland's Mary River project and assumptions with respect to environmental risks, title disputes or claims, weather conditions and other similar matters. While the Company considers these assumptions to be reasonable based on information currently available to it, they may prove to be incorrect. Forward looking-information is subject to certain factors, including risks and uncertainties that could cause actual results to differ materially from what is currently expected. These factors include risks inherent in the exploration and development of mineral deposits, risks relating to changes in iron ore prices and the worldwide demand for and supply of iron ore, uncertainties inherent in the estimation of mineral reserves and resources, risks relating to the remoteness of the Mary River property including access and supply risks, reliance on key personnel, construction and operational risks inherent in the conduct of mining activities, including the risk of changes in capital and operation costs, regulatory risks, including risks relating to the acquisition of the necessary licences and permits, financing, capitalization and liquidity risks, including the risk that the financing required to fund all currently planned exploration and related activities may not be available on satisfactory terms, or at all, environmental risks and insurance risks. You should not place undue importance on forward-looking information and should not rely upon this information as of any other date. While the Company may elect to, it is under no obligation and does not undertake to update this information at any particular time.
Contact:
Contacts:
Baffinland Iron Mines Corporation
Gordon A. McCreary
President and CEO
(416) 814-3172
Baffinland Iron Mines Corporation
Rodney A. Cooper, P. Eng., MBA
VP, Operations and COO
(416) 814-3158
Baffinland Iron Mines Corporation
Michael T. Zurowski, P.Eng.
Executive Vice President
(416) 814-3161
Email: info@baffinland.com
Website: http://www.baffinland.com
Source: Baffinland Iron Mines Corporation"
Wednesday February 13, 1:56 pm ET
TORONTO, ONTARIO--(MARKET WIRE)--Feb 13, 2008 -- Baffinland Iron Mines Corporation (Toronto:BIM.TO - News) ("Baffinland" or the "Company") today released its Annual Mineral Resource and Mineral Reserve statement, as of December 31, 2007, for its 100%-owned Mary River Project, located in Nunavut Territory, Canada. Mineral resources and mineral reserves were estimated by Aker Kvaerner E&C ("Aker Kvaerner"), a division of Aker Kvaerner Canada Inc.
ADVERTISEMENT
"Since we reactivated exploration at Mary River in 2004, we have consistently stated that our project has the potential to eventually delineate one to two billion tonnes of high grade, direct-shipping iron ore. Our exploration success to date on Deposit Nos. 1, 2 and 3, as evidenced by the phenomenal year-over-year growth in our reportable resources and reserves puts us close to the bottom end of this range. These deposits remain open to further significant expansion of resources and when coupled with the yet-to-be-drilled potential of Deposit No. 4, we now believe that the top end of this range should be the revised target for the resource potential of our four wholly-owned deposits. This belief serves to underpin our assertion that our Mary River Project represents a multi-generational opportunity to benefit our partners, the Inuit and all stakeholders, including all of the people of the communities of North Baffin, Nunavut Territory and Canada, as well as Baffinland shareholders," stated Gordon McCreary, President and CEO of Baffinland.
"With a production grade between 66% and 67% Fe over the first five years, combined with a very low stripping ratio during that period, the mine plan is designed to optimize cash flow in these early years," stated Rodney Cooper, Vice President Operations and COO of Baffinland.
Mary River Project - Mineral Resources & Mineral Reserves
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Deposit No. 1 Mineral Reserves
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Category Mt Fe% P% S% SiO2% Al2O3%
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Proven 160.0 64.4 0.030 0.25 3.5 1.4
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Probable 205.0 64.9 0.039 0.23 3.0 1.3
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Total 365.0 64.7 0.035 0.24 3.2 1.3
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Deposit No.1,2,3 Mineral Resources (Exclusive of Reserves)
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Category Mt Fe% P% S% SiO2% Al2O3%
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Measured 0.4(Mrd) 65.4 0.010 0.60 1.9 1.1
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Indicated 52.0 64.6 0.035 0.32 4.4 1.3
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Inferred 448.0 65.5 0.044 0.18 2.6 1.2
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Notes to the 2007 Mineral Resource and Mineral Reserve Statement
Baffinland resources and reserves are classified in accordance with
the Canadian Institute of Mining Metallurgy and Petroleum's "CIM
Standards on Mineral Resources and Reserves, Definitions and
Guidelines" as per Canadian Securities Administrator's National
Instrument 43-101 requirements.
(1) Lump Iron Ore 75 percent of sales;
Sinter / Fines Iron Ore: 25 percent of sales;
Based on testwork conducted at Studien Gesellschaft Fur Eisenerz-
Aufbereitung (SGA);
(2) Foreign Exchange: US$ 1.00 per CDN$ 1. 10;
(3) Moisture content: 2 percent;
(4) Cut off grade: 50% Fe for Deposit No 1 (scheduling)
(5) Cut off grade: 60.5% Fe for Deposits No. 2 & 3 (optimization);
(6) Apparent density ore: 4.49 g/cc (average);
(7) Mining recovery: 97.5-99.0 percent Deposit No. 1;
(8) Mining recovery: 97.5 percent Deposits No. 2 & 3;
(9) Mining dilution: 1.0-2.5 percent Deposit No. 1;
(10) Mining dilution: 2.5 percent Deposits No. 2 & 3;
(11) Crusher recovery: 100 percent;
(12) Overall pit slope angle: 36-42 degrees Deposit No. 1;
(13) Overall pit slope angle: 40 degrees Deposits No. 2. & No. 3
(14) Maximum drill hole spacing defining measured resources: 45 meters;
(15) Maximum drill hole spacing defining indicated resources: 120 meters;
(16) Maximum drill hole spacing defining inferred resources: 450 meters;
(17) Resources and reserves are defined within a practical open pit
geometry based on a production rate of 18 million tonnes
ore per year;
Reserve classification is supported by a
Definitive Feasibility Study, February 2008, completed
by Aker Kvaerner to a level of accuracy of +/- 15 percent;
(18) Mineral resources are exclusive of mineral reserves.
(19) Mineral resources which are not mineral reserves do not have
demonstrated economic viability;
(20) Inferred mineral resources are considered too
speculative geologically
to have economic considerations applied to them that
would enable them to be categorized as mineral reserves;
(21) Mineral resources and mineral reserve tonnages have
been rounded to reflect the relative accuracy of the estimate;
Additional Disclosure
Resource estimation is performed by George Wahl, P. Geo., while open pit mine planning is performed by Rene Gharapethian, P. Eng. Both of these independent technical professionals are Qualified Persons as defined by NI 43-101 and they performed their resource analysis and open pit planning under the guidance of Aker Kvaerner E&C for inclusion in the Study.
Assaying and analytical work were performed by SGS Lakefield Research Limited ("Lakefield") under a strict protocol designed for testing lump iron ores. Samples were then sent from Lakefield to SGA in Germany, where samples were composited for detailed metallurgical testing to ISO standards for iron ore. The testwork is specific for lump ores. Additional test-work was also completed on fine material for sintering.
Drill hole metallurgical data were interpreted by Michael T. Zurowski, P. Eng., Executive VP and a Qualified Person as defined by NI 43-101. Rodney Cooper, P. Eng., VP Operations and COO, a Qualified Person as defined by NI 43-101, has had oversight responsibility for the estimation of resources and reserves.
Baffinland is a Canadian publicly-traded junior mining company that is focused on its wholly-owned Mary River iron ore deposits located on Baffin Island, Nunavut Territory, Canada. Baffinland's shares trade on the Toronto Stock Exchange under the trading symbol BIM.
This press release contains certain information that may constitute forward-looking information within the meaning of securities laws. Forward-looking information may relate to management's future outlook and anticipated events or results, and may include statements or information regarding the future plans or prospects of the Company. Forward-looking information is based on certain factors and assumptions regarding, among other things, expected mineral resources, iron ore prices, the timing and amount of future exploration expenditures, the estimation of additional capital requirements and initial capital costs, the availability of necessary financing and materials, the receipt of necessary regulatory approvals, the feasibility of constructing and operating a direct-shipping iron ore mine at Baffinland's Mary River project and assumptions with respect to environmental risks, title disputes or claims, weather conditions and other similar matters. While the Company considers these assumptions to be reasonable based on information currently available to it, they may prove to be incorrect. Forward looking-information is subject to certain factors, including risks and uncertainties that could cause actual results to differ materially from what is currently expected. These factors include risks inherent in the exploration and development of mineral deposits, risks relating to changes in iron ore prices and the worldwide demand for and supply of iron ore, uncertainties inherent in the estimation of mineral reserves and resources, risks relating to the remoteness of the Mary River property including access and supply risks, reliance on key personnel, construction and operational risks inherent in the conduct of mining activities, including the risk of changes in capital and operation costs, regulatory risks, including risks relating to the acquisition of the necessary licences and permits, financing, capitalization and liquidity risks, including the risk that the financing required to fund all currently planned exploration and related activities may not be available on satisfactory terms, or at all, environmental risks and insurance risks. You should not place undue importance on forward-looking information and should not rely upon this information as of any other date. While the Company may elect to, it is under no obligation and does not undertake to update this information at any particular time.
Contact:
Contacts:
Baffinland Iron Mines Corporation
Gordon A. McCreary
President and CEO
(416) 814-3172
Baffinland Iron Mines Corporation
Rodney A. Cooper, P. Eng., MBA
VP, Operations and COO
(416) 814-3158
Baffinland Iron Mines Corporation
Michael T. Zurowski, P.Eng.
Executive Vice President
(416) 814-3161
Email: info@baffinland.com
Website: http://www.baffinland.com
Source: Baffinland Iron Mines Corporation"
"Standard & Poor's Initiates Factual Stock Report Coverage on Advanced Explorations, Inc. ..."
http://biz.yahoo.com/bw/080214/20080214005691.html?.v=1
http://biz.yahoo.com/bw/080214/20080214005691.html?.v=1
"February 14, 2008
Adriana Announces Brazilian Iron Ore Focus and Project Spin-Out
Adriana Resources Inc. ("Adriana" or the "Company") - TSX-V: ADI is pleased to announce the Company is restructuring to focus on becoming a fully integrated iron ore producer.
The Company has purchased a total of 771,818 square meters of land on the coast of Brazil for the development of an iron ore port facility (the purchase of the adjacent Lot 3 comprising 85,757 square meters is expected to be completed during the first quarter of 2008.). The Company has developed key strategic relationships and established a world-class team of mining, port engineering, shipping and iron ore trading professionals to assist in advancing the Brazilian iron ore strategy. Adriana has commenced the engineering and permitting required to develop a port facility initially capable of handling 5 million tonnes per year of iron ore, ramping up to 50 million tonnes by year five through the accelerated development of a deep water port facility.
Adriana is in discussions for the construction of two 15,000 tonne Self-Unloading Transport Vessels ("STV's"), which will be used at the port facility to transport ore at an initial annual production rate of 5 million tonnes, ramping up to twenty million tonnes of iron ore per year. A corporate video is available on Adriana's website (www.adrianaresources.com) and provides an overview of the planned port facility.
Adriana's strategic relationship with Seabulk Systems ("Seabulk" - www.seabulk.com) and WorldLink Resources Ltd. ("WorldLink" - www.worldlink-group.com) has created a vertically integrated alliance for the delivery of iron ore from Brazil to China and Europe. Seabulk, a world leader in the development of large scale bulk mineral systems, port development and shipping solutions will be a key manager in the construction of the STV's and development of the Brazilian port facility. WorldLink, a private Chinese based integrated trading and shipping company, engaged in the import and export business of iron ore, coal and other dry bulk commodities will assist in the shipping of iron ore to China and in the development of off-take contracts with the end users in China, Asia and Europe.
Adriana is well positioned to capitalize on the restricted and captive iron ore market by offering a short and long term solution to the current and future Brazilian iron ore miners and end users, noting all existing port facilities are running at full capacity. Adriana plans to provide the solution to transport iron ore from within Brazil to China, Asia and Europe to meet the surging demands for iron ore in the steel industry. The majority of iron ore that will be processed through the port is anticipated to originate from the Iron Quadrangle region of Brazil, which is situated just north of Rio de Janeiro in Brazil and contains some of the largest and highest grade underdeveloped iron ore deposits in the world.
Iron Ore Projects
The Company is presently evaluating iron ore projects based in Brazil with a view to obtaining an interest in iron ore development projects or mines.
The Company's Lac Otelnuk Iron Project located in Quebec, Canada is another key project that is expected to bring longevity to the iron supply side of the Company. The Company expects to be able to announce an update on the project in the near future detailing results from the drilling program that was completed in the fall of 2007. The Company is also investigating various opportunities to maximize shareholder value with the Mustavaara Vanadium-Iron-Titanium Project in Finland.
Project Spin-Out
Adriana has received board approval to spin out the MIE (Copper - Nickel - Platinum Group Elements) and the Bear Valley (Uranium) advanced exploration projects directly or indirectly into a new company to be named MIE Metals Corporation. The Company intends to list and have the shares trade on the TSX Venture Exchange. Shareholders of Adriana are intended to receive shares of the new company by way of a dividend-in-kind transaction which, in the discretion of the Company will be structured in the manner determined in consultation with the Company's legal, financial and tax advisers.
About Adriana Resources Inc.
Adriana's goal is to become a fully integrated iron ore producer in Brazil through continued development of its iron ore port facility in Brazil, through acquisition of iron ore mineral resources in Brazil, and the advancement of the Lac Otelnuk Iron Project in Quebec, Canada.
For more information, contact Robert Ferguson or Ali Sinawi at (604) 629-0250 or toll free at (877) 629-0150 or visit the Company's website at www.adrianaresources.com.
ON BEHALF OF ADRIANA RESOURCES INC.
"Michael J. Beley"
President
Certain information regarding the Company including management's assessment of future plans and operations, may constitute forward-looking statements under applicable securities laws and necessarily involve risks associated with mining exploration and development, volatility of prices, currency fluctuations, imprecision of resource estimates, environmental risks, access to labour and services, competition from other companies and ability to access sufficient capital. As a consequence, actual results may differ materially from those anticipated in the forward-looking statements. The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release."
Adriana Announces Brazilian Iron Ore Focus and Project Spin-Out
Adriana Resources Inc. ("Adriana" or the "Company") - TSX-V: ADI is pleased to announce the Company is restructuring to focus on becoming a fully integrated iron ore producer.
The Company has purchased a total of 771,818 square meters of land on the coast of Brazil for the development of an iron ore port facility (the purchase of the adjacent Lot 3 comprising 85,757 square meters is expected to be completed during the first quarter of 2008.). The Company has developed key strategic relationships and established a world-class team of mining, port engineering, shipping and iron ore trading professionals to assist in advancing the Brazilian iron ore strategy. Adriana has commenced the engineering and permitting required to develop a port facility initially capable of handling 5 million tonnes per year of iron ore, ramping up to 50 million tonnes by year five through the accelerated development of a deep water port facility.
Adriana is in discussions for the construction of two 15,000 tonne Self-Unloading Transport Vessels ("STV's"), which will be used at the port facility to transport ore at an initial annual production rate of 5 million tonnes, ramping up to twenty million tonnes of iron ore per year. A corporate video is available on Adriana's website (www.adrianaresources.com) and provides an overview of the planned port facility.
Adriana's strategic relationship with Seabulk Systems ("Seabulk" - www.seabulk.com) and WorldLink Resources Ltd. ("WorldLink" - www.worldlink-group.com) has created a vertically integrated alliance for the delivery of iron ore from Brazil to China and Europe. Seabulk, a world leader in the development of large scale bulk mineral systems, port development and shipping solutions will be a key manager in the construction of the STV's and development of the Brazilian port facility. WorldLink, a private Chinese based integrated trading and shipping company, engaged in the import and export business of iron ore, coal and other dry bulk commodities will assist in the shipping of iron ore to China and in the development of off-take contracts with the end users in China, Asia and Europe.
Adriana is well positioned to capitalize on the restricted and captive iron ore market by offering a short and long term solution to the current and future Brazilian iron ore miners and end users, noting all existing port facilities are running at full capacity. Adriana plans to provide the solution to transport iron ore from within Brazil to China, Asia and Europe to meet the surging demands for iron ore in the steel industry. The majority of iron ore that will be processed through the port is anticipated to originate from the Iron Quadrangle region of Brazil, which is situated just north of Rio de Janeiro in Brazil and contains some of the largest and highest grade underdeveloped iron ore deposits in the world.
Iron Ore Projects
The Company is presently evaluating iron ore projects based in Brazil with a view to obtaining an interest in iron ore development projects or mines.
The Company's Lac Otelnuk Iron Project located in Quebec, Canada is another key project that is expected to bring longevity to the iron supply side of the Company. The Company expects to be able to announce an update on the project in the near future detailing results from the drilling program that was completed in the fall of 2007. The Company is also investigating various opportunities to maximize shareholder value with the Mustavaara Vanadium-Iron-Titanium Project in Finland.
Project Spin-Out
Adriana has received board approval to spin out the MIE (Copper - Nickel - Platinum Group Elements) and the Bear Valley (Uranium) advanced exploration projects directly or indirectly into a new company to be named MIE Metals Corporation. The Company intends to list and have the shares trade on the TSX Venture Exchange. Shareholders of Adriana are intended to receive shares of the new company by way of a dividend-in-kind transaction which, in the discretion of the Company will be structured in the manner determined in consultation with the Company's legal, financial and tax advisers.
About Adriana Resources Inc.
Adriana's goal is to become a fully integrated iron ore producer in Brazil through continued development of its iron ore port facility in Brazil, through acquisition of iron ore mineral resources in Brazil, and the advancement of the Lac Otelnuk Iron Project in Quebec, Canada.
For more information, contact Robert Ferguson or Ali Sinawi at (604) 629-0250 or toll free at (877) 629-0150 or visit the Company's website at www.adrianaresources.com.
ON BEHALF OF ADRIANA RESOURCES INC.
"Michael J. Beley"
President
Certain information regarding the Company including management's assessment of future plans and operations, may constitute forward-looking statements under applicable securities laws and necessarily involve risks associated with mining exploration and development, volatility of prices, currency fluctuations, imprecision of resource estimates, environmental risks, access to labour and services, competition from other companies and ability to access sufficient capital. As a consequence, actual results may differ materially from those anticipated in the forward-looking statements. The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release."
Researchs zu (in gleicher Reihenfolge)
IMX Resources, Patersons
-könnte speziell interessant sein, da sich etwa im 3Q CY08
der 1ste Produktionsstart abzeichnet(7.3mt of
ore at 50.9% Fe, 0.43% Cu and 0.13g/t Au/über 5,5 Jahre
-der Report kalkuliert mit gut 18Mio $ Pre-Tax Cashflow/year)-
Tertiary Minerals, Seymour Pierce
www.imxresources.com.au/_content/documents/721.pdf
www.minesite.com/fileadmin/content/pdfs/Brokers_notes_Jan_08…
IMX Resources, Patersons
-könnte speziell interessant sein, da sich etwa im 3Q CY08
der 1ste Produktionsstart abzeichnet(7.3mt of
ore at 50.9% Fe, 0.43% Cu and 0.13g/t Au/über 5,5 Jahre
-der Report kalkuliert mit gut 18Mio $ Pre-Tax Cashflow/year)-
Tertiary Minerals, Seymour Pierce
www.imxresources.com.au/_content/documents/721.pdf
www.minesite.com/fileadmin/content/pdfs/Brokers_notes_Jan_08…
"Press Releases
New Joint Venture on Wadi Sawawin Project, Saudi Arabia
28.01.2008
London Mining Plc is pleased to announce that it is forming a new joint venture company, Saudi London Iron Ltd ('SLI'), with Saudi-based National Mining Company ('National Mining'), owned 50% each, to develop the Wadi Sawawin iron ore project near the west coast of Saudi Arabia.
Saudi London Iron plans to utilize Licences held by National Mining, which are to be transferred to SLI, to create a 3 million tonne per annum iron ore mining and pelletising operation to produce high grade pellets. SLI is being formed as a joint venture company with each party holding 50% ownership and is the next stage in London Mining's strategy to build a world class portfolio of mines to cater for long-term world steel demand. Incorporated in the UK, London Mining has mining, exploration and development projects located in Brazil, Sierra Leone, Greenland and Mexico.
National Mining holds rights to prospective iron ore producing properties in Saudi Arabia, collectively referred to as the 'Wadi Sawawin Licences', as follows:
* Exploration licence (Western Group) #65/K dated 11th July 2007 (45.189 sq. km)
* Exploration licence (Eastern Group) #64/K dated 11th July 2007 (74.961 sq. km)
* Exploration licence (Wadi Alhamra) #66/K dated 11th July 2007 (91.029 sq. km)
* Exploitation (mining) licence (Western Group) Royal Decree 31/M dated 2nd June 2003 (3.57 sq. km)
These licences are located in the Northern Hijaz region of the Kingdom of Saudi Arabia, 900km north of Jeddah and 60km from the Red Sea coast (see Figure 1).
Exploration 2008
London Mining will undertake and fund a Scoping Study on the 3mtpa operation. This will be a detailed scoping study with capital and operating cost estimates, and is expected to cost about US$1.2million and be complete by the third quarter of 2008. It will look at the following:
* Re-estimating the mineral resources, mine plan and capital and operating costs
* Further pilot plant test work in Brazil on a 30t sample from the initially proposed mining area
* Markets overseas and within the Kingdom of Saudi Arabia
* Logistics and infrastructure
Based on a positive Scoping Study, London Mining will fund a Bankable Feasibility Study which will be carried out by internationally recognised independent consultancy.
Development Outlook
On the basis of a positive Bankable Feasibility Study for the Project and economically acceptable water, power and port arrangements at the Wadi Sawawin Project, SLI will look to develop the project by approaching the Saudi Industrial Development Fund ('SIDF') and other financial institutions for a minimum of 60% of the required funding. London Mining shall contribute the balance of funding for the implementation of the Project to a maximum of 40% of the cost of the Project and to a maximum of 40% of US$650 million.
London Mining will provide expert staff to operate the mining operation and provide local training as required.
SLI Operational Structure
National Mining will form SLI and procure all the license registrations. SLI's board will comprise 3 directors from London Mining and 4 directors from National Mining including Prince Nawaf bin Sultan bin Abdul Aziz al Saud, Chairman of National Mining, who will be Chairman of SLI. National Mining will facilitate the hiring of local contractors and generally assist in the implementation and coordination of local activity in relation to the Scoping Study, Bankable Feasibility Study and other work required to progress the Project and/or obtain local or government financing for the Project. National Mining will arrange and manage the process for SLI to obtain port capacity and facilities as well as power and water utilities required for the mining operation (it is envisaged that these may be provided and funded by the Kingdom of Saudi Arabia). Based on a positive Bankable Feasibility Study, National Mining will arrange for SLI to obtain debt financing of a minimum of 60% of the Project's required expenditure from SIDF and other low cost financing sources within the region.
Christopher Brown, Managing Director of London Mining said "We are very pleased to be taking part with National Mining Company of Saudi Arabia in the Wadi Sawawin project. This provides London Mining with another significant iron ore asset that is less than 60km from a major port and in a region with cheap power. The port of Duba and a new port planned are within six days' shipping time of Sabic Hadeed's steel plants in Jubail and other major steel plants in the Middle East. There is relatively cheap natural gas for a pelletising plant at Yanbu or Duba and relatively cheap oil for electricity at the mine site. There is already a 1.5m gallon per day desalination plant at Duba which the Saudi government will add to as industrial demand grows in the region. There has been extensive metallurgical and geological testing including 31 volumes of technical reports, 36,000t of bulk samples and a major pilot plant built on the coast."
Waleed M. Faidah, CEO of National Mining Company said "The substantial expertise of London Mining will contribute to the success of this important project. There is much goodwill and an excellent relationship between our companies. We look forward to a successful joint venture."
For further information, please contact:
London Mining Plc
Christopher Brown, Managing Director, +44 (0) 20 7495 6210
Graeme Hossie, Corporate Development & Deputy Managing Director, +44 (0) 20 7495 6210
Notes to the Editors:
About London Mining Plc
Incorporated and registered in the UK, London Mining is an international supplier of feedstock to the global steel industry. The Company has operational mining, exploration and development projects located in Brazil, Sierra Leone, Greenland and Mexico. In 2007, London Mining raised over US$125million in equity and US$60m in debt to finance development and expansion of its operations to meet the demand of world steel consumption.
Core near term objectives:
- Ramping up production to over 5mtpa from its operating itabirite iron ore mine in Brazil
- Bringing into production a previously mined specular hematite iron ore operation in Sierra Leone
- Completing feasibility studies on a major magnetite iron ore deposit in Greenland
- Continuing exploration under a 49% JV or an exploration magnetite deposit in Mexico.
On 9 October 2007, London Mining listed on the Axess market of the Oslo Stock Exchange (www.osloaxess.no) and trades under the Reuters symbol LOND.OL and Bloomberg symbol LOND.NO.
Please also visit our website www.londonmining.co.uk for more information about London Mining and its operations.
Wadi Sawawin Project History
The Wadi Sawawin deposits were discovered in 1953 by H St J Philby and RG Bogue.
Between 1953 and 1975 the deposits were surveyed, and mineral processing test work was conducted outside the Kingdom by various organisations on behalf of the DGMR. In 1975 British Steel Consultants Ltd (at that time British Steel Corporation (Overseas Services) Ltd) was appointed by the Directorate General for Mineral Resources to investigate the Wadi Sawawin iron ore deposits.
From 1976 to 1980 the deposits were explored and mapped, core drilled, ore reserves calculated, and samples taken for metallurgical testing to identify a means of producing a viable product. The reserves have been classified to the USB code and total 411.9 million tonnes across the three groups of deposits with an average grade around 42% Fe and 28% SiO2.
The deposits are between 600m and 1,100m above sea level in mountainous country with peaks rising to 2,340m. The deposits consist of jaspilitic iron ore and owe their form to the intense tectonism and subsequent erosion.
There are three main groups of deposits: the western, the eastern and Wadi Hamra. The western group, which contains the largest and most amenable deposit for exploitation, has been geologically mapped to a scale of 1:1000 and in three campaigns between 1969 arx:l1980, a total of 61 holes were put down involving 5657m of diamond core drilling. Deposit No. 3 South was subjected to the most detailed investigation involving 32 of the drill holes. In addition, there are two exploration adits and one quarry, with 30 associated rotary percussive drill holes from which samples of cutting were collected on this deposit. The main jaspilite unit is usually between 30m and 60m thick with grades between 40% and 43% Fe. The contact with the footwall beds (grade 22%Fe) is sharp, but is gradational with the hanging wall (25-35%Fe). The overburden ratio is 0.9 by volume.
The study concluded that the largest single deposit (No.3 South) at Wadi Sawawin, which contains 96 million tonnes of ore reserves (to USB code) with an average grade of 42.5% Fe, was the most attractive candidate for exploitation. However, the very fine grain size of the jaspilite caused problems in beneficiation by conventional processes because it was difficult to liberate the iron minerals from the gangue. A number of processes for beneficiation were investigated and the mine, process plant and infrastructure necessary to develop the deposit were examined.
At the end of 1981, a 5tph beneficiation pilot plant was built on the Red Sea coast near Al Muwaylih and this processed a total of 35,000 tonnes over 15 months of three different Sawawin ore samples. This plant demonstrated that a 66.5% Fe concentrate with 3.5% acid gangue (SiO2+Al2O3) could be produced with a 65-70% Fe recovery. However, it became apparent by 1986 that a Direct Reduction (DR) grade of pellets would be required and further test work was carried out in 1990 to produce high grade DR pellets with not more than 2.2% acid gangue and about 67.5% Fe. The process that was developed was designed to overcome the specific problems associated with Sawawin iron ore, such as the hard nature of the ore, fine grain size (typically below 10 microns), intimate association of the iron oxide and gangue minerals and relatively high phosphorus levels (present as apatite).
Beneficiation was achieved by:
* Grinding to liberation (80% - 20 microns)
* Removal of fine silica, apatite etc by means of selective flocculation.
* Multiple stage, reverse anionic flotation of silica using a fatty acid silica collector.
* Twin water reclamation systems - low ca2+, lower pH water in the grinding/selective flocculation circuit; high ca2+, higher pH water in the flotation circuit.
A feasibility study was carried out in 1993 on a base case mining 4.61mtpa of primary crushed ore that would be beneficiated and transported via a 65km slurry pipeline to a 2.2mtpa pelletising plant located near a port facility. The expected capital costs were US$661m, but if the infrastructure (communities, port, power generation and water supply) were removed, the capital requirement would be reduced to US$410m. The results of the feasibility showed IRR's of between 3.1% and 13.8% depending on a number of factors including the design tonnage selected and the eventual sources of equity.
In July 2007, Snowden Mining Industry Consultants ('Snowden') completed a desktop study that re-evaluated the project in the light of new technological developments and current prices and based on the existing mining plans. It forecast a Phase 1 mining operation producing 6.7mtpa of waste, 7.7mtpa of Run of Mine ('ROM') ore, 4.8mtpa of tailings, 2.9mtpa of concentrates (via grinding, triple cycloning and flotation columns) and 3mtpa of DR pellets.
The capital costs were estimated to be as follows:
# US$18m mine
# US$253.5m beneficiation plant
# US$216m pelletising plant
# US$27m power plant
# US$138m indirect, administrative and other costs.
The operating costs were estimated as follows:
# US$5.50/t of pellets for mining
# US$8.31/t of pellets for beneficiation
# US$8.40/t of pellets for pelletising
# US$1.00/t of pellets for power
# US$0.83/t of pellets for water (desalination facilities assumed provided by the Kingdom)
# US$2.50/t of pellets for port facilities (port facilities assumed provided by the Kingdom)
# US$2.00/t of pellets for indirect, administrative and other costs.
Based on a US$85/t pellet price and a 25% flat tax rate, Snowden calculated the project's Net Present Value ('NPV') as US$336m using a 10% discount rate. It should be noted that the project is expected to have a 20% profit share with the Kingdom of Saudi Arabia as the effective tax rate."
New Joint Venture on Wadi Sawawin Project, Saudi Arabia
28.01.2008
London Mining Plc is pleased to announce that it is forming a new joint venture company, Saudi London Iron Ltd ('SLI'), with Saudi-based National Mining Company ('National Mining'), owned 50% each, to develop the Wadi Sawawin iron ore project near the west coast of Saudi Arabia.
Saudi London Iron plans to utilize Licences held by National Mining, which are to be transferred to SLI, to create a 3 million tonne per annum iron ore mining and pelletising operation to produce high grade pellets. SLI is being formed as a joint venture company with each party holding 50% ownership and is the next stage in London Mining's strategy to build a world class portfolio of mines to cater for long-term world steel demand. Incorporated in the UK, London Mining has mining, exploration and development projects located in Brazil, Sierra Leone, Greenland and Mexico.
National Mining holds rights to prospective iron ore producing properties in Saudi Arabia, collectively referred to as the 'Wadi Sawawin Licences', as follows:
* Exploration licence (Western Group) #65/K dated 11th July 2007 (45.189 sq. km)
* Exploration licence (Eastern Group) #64/K dated 11th July 2007 (74.961 sq. km)
* Exploration licence (Wadi Alhamra) #66/K dated 11th July 2007 (91.029 sq. km)
* Exploitation (mining) licence (Western Group) Royal Decree 31/M dated 2nd June 2003 (3.57 sq. km)
These licences are located in the Northern Hijaz region of the Kingdom of Saudi Arabia, 900km north of Jeddah and 60km from the Red Sea coast (see Figure 1).
Exploration 2008
London Mining will undertake and fund a Scoping Study on the 3mtpa operation. This will be a detailed scoping study with capital and operating cost estimates, and is expected to cost about US$1.2million and be complete by the third quarter of 2008. It will look at the following:
* Re-estimating the mineral resources, mine plan and capital and operating costs
* Further pilot plant test work in Brazil on a 30t sample from the initially proposed mining area
* Markets overseas and within the Kingdom of Saudi Arabia
* Logistics and infrastructure
Based on a positive Scoping Study, London Mining will fund a Bankable Feasibility Study which will be carried out by internationally recognised independent consultancy.
Development Outlook
On the basis of a positive Bankable Feasibility Study for the Project and economically acceptable water, power and port arrangements at the Wadi Sawawin Project, SLI will look to develop the project by approaching the Saudi Industrial Development Fund ('SIDF') and other financial institutions for a minimum of 60% of the required funding. London Mining shall contribute the balance of funding for the implementation of the Project to a maximum of 40% of the cost of the Project and to a maximum of 40% of US$650 million.
London Mining will provide expert staff to operate the mining operation and provide local training as required.
SLI Operational Structure
National Mining will form SLI and procure all the license registrations. SLI's board will comprise 3 directors from London Mining and 4 directors from National Mining including Prince Nawaf bin Sultan bin Abdul Aziz al Saud, Chairman of National Mining, who will be Chairman of SLI. National Mining will facilitate the hiring of local contractors and generally assist in the implementation and coordination of local activity in relation to the Scoping Study, Bankable Feasibility Study and other work required to progress the Project and/or obtain local or government financing for the Project. National Mining will arrange and manage the process for SLI to obtain port capacity and facilities as well as power and water utilities required for the mining operation (it is envisaged that these may be provided and funded by the Kingdom of Saudi Arabia). Based on a positive Bankable Feasibility Study, National Mining will arrange for SLI to obtain debt financing of a minimum of 60% of the Project's required expenditure from SIDF and other low cost financing sources within the region.
Christopher Brown, Managing Director of London Mining said "We are very pleased to be taking part with National Mining Company of Saudi Arabia in the Wadi Sawawin project. This provides London Mining with another significant iron ore asset that is less than 60km from a major port and in a region with cheap power. The port of Duba and a new port planned are within six days' shipping time of Sabic Hadeed's steel plants in Jubail and other major steel plants in the Middle East. There is relatively cheap natural gas for a pelletising plant at Yanbu or Duba and relatively cheap oil for electricity at the mine site. There is already a 1.5m gallon per day desalination plant at Duba which the Saudi government will add to as industrial demand grows in the region. There has been extensive metallurgical and geological testing including 31 volumes of technical reports, 36,000t of bulk samples and a major pilot plant built on the coast."
Waleed M. Faidah, CEO of National Mining Company said "The substantial expertise of London Mining will contribute to the success of this important project. There is much goodwill and an excellent relationship between our companies. We look forward to a successful joint venture."
For further information, please contact:
London Mining Plc
Christopher Brown, Managing Director, +44 (0) 20 7495 6210
Graeme Hossie, Corporate Development & Deputy Managing Director, +44 (0) 20 7495 6210
Notes to the Editors:
About London Mining Plc
Incorporated and registered in the UK, London Mining is an international supplier of feedstock to the global steel industry. The Company has operational mining, exploration and development projects located in Brazil, Sierra Leone, Greenland and Mexico. In 2007, London Mining raised over US$125million in equity and US$60m in debt to finance development and expansion of its operations to meet the demand of world steel consumption.
Core near term objectives:
- Ramping up production to over 5mtpa from its operating itabirite iron ore mine in Brazil
- Bringing into production a previously mined specular hematite iron ore operation in Sierra Leone
- Completing feasibility studies on a major magnetite iron ore deposit in Greenland
- Continuing exploration under a 49% JV or an exploration magnetite deposit in Mexico.
On 9 October 2007, London Mining listed on the Axess market of the Oslo Stock Exchange (www.osloaxess.no) and trades under the Reuters symbol LOND.OL and Bloomberg symbol LOND.NO.
Please also visit our website www.londonmining.co.uk for more information about London Mining and its operations.
Wadi Sawawin Project History
The Wadi Sawawin deposits were discovered in 1953 by H St J Philby and RG Bogue.
Between 1953 and 1975 the deposits were surveyed, and mineral processing test work was conducted outside the Kingdom by various organisations on behalf of the DGMR. In 1975 British Steel Consultants Ltd (at that time British Steel Corporation (Overseas Services) Ltd) was appointed by the Directorate General for Mineral Resources to investigate the Wadi Sawawin iron ore deposits.
From 1976 to 1980 the deposits were explored and mapped, core drilled, ore reserves calculated, and samples taken for metallurgical testing to identify a means of producing a viable product. The reserves have been classified to the USB code and total 411.9 million tonnes across the three groups of deposits with an average grade around 42% Fe and 28% SiO2.
The deposits are between 600m and 1,100m above sea level in mountainous country with peaks rising to 2,340m. The deposits consist of jaspilitic iron ore and owe their form to the intense tectonism and subsequent erosion.
There are three main groups of deposits: the western, the eastern and Wadi Hamra. The western group, which contains the largest and most amenable deposit for exploitation, has been geologically mapped to a scale of 1:1000 and in three campaigns between 1969 arx:l1980, a total of 61 holes were put down involving 5657m of diamond core drilling. Deposit No. 3 South was subjected to the most detailed investigation involving 32 of the drill holes. In addition, there are two exploration adits and one quarry, with 30 associated rotary percussive drill holes from which samples of cutting were collected on this deposit. The main jaspilite unit is usually between 30m and 60m thick with grades between 40% and 43% Fe. The contact with the footwall beds (grade 22%Fe) is sharp, but is gradational with the hanging wall (25-35%Fe). The overburden ratio is 0.9 by volume.
The study concluded that the largest single deposit (No.3 South) at Wadi Sawawin, which contains 96 million tonnes of ore reserves (to USB code) with an average grade of 42.5% Fe, was the most attractive candidate for exploitation. However, the very fine grain size of the jaspilite caused problems in beneficiation by conventional processes because it was difficult to liberate the iron minerals from the gangue. A number of processes for beneficiation were investigated and the mine, process plant and infrastructure necessary to develop the deposit were examined.
At the end of 1981, a 5tph beneficiation pilot plant was built on the Red Sea coast near Al Muwaylih and this processed a total of 35,000 tonnes over 15 months of three different Sawawin ore samples. This plant demonstrated that a 66.5% Fe concentrate with 3.5% acid gangue (SiO2+Al2O3) could be produced with a 65-70% Fe recovery. However, it became apparent by 1986 that a Direct Reduction (DR) grade of pellets would be required and further test work was carried out in 1990 to produce high grade DR pellets with not more than 2.2% acid gangue and about 67.5% Fe. The process that was developed was designed to overcome the specific problems associated with Sawawin iron ore, such as the hard nature of the ore, fine grain size (typically below 10 microns), intimate association of the iron oxide and gangue minerals and relatively high phosphorus levels (present as apatite).
Beneficiation was achieved by:
* Grinding to liberation (80% - 20 microns)
* Removal of fine silica, apatite etc by means of selective flocculation.
* Multiple stage, reverse anionic flotation of silica using a fatty acid silica collector.
* Twin water reclamation systems - low ca2+, lower pH water in the grinding/selective flocculation circuit; high ca2+, higher pH water in the flotation circuit.
A feasibility study was carried out in 1993 on a base case mining 4.61mtpa of primary crushed ore that would be beneficiated and transported via a 65km slurry pipeline to a 2.2mtpa pelletising plant located near a port facility. The expected capital costs were US$661m, but if the infrastructure (communities, port, power generation and water supply) were removed, the capital requirement would be reduced to US$410m. The results of the feasibility showed IRR's of between 3.1% and 13.8% depending on a number of factors including the design tonnage selected and the eventual sources of equity.
In July 2007, Snowden Mining Industry Consultants ('Snowden') completed a desktop study that re-evaluated the project in the light of new technological developments and current prices and based on the existing mining plans. It forecast a Phase 1 mining operation producing 6.7mtpa of waste, 7.7mtpa of Run of Mine ('ROM') ore, 4.8mtpa of tailings, 2.9mtpa of concentrates (via grinding, triple cycloning and flotation columns) and 3mtpa of DR pellets.
The capital costs were estimated to be as follows:
# US$18m mine
# US$253.5m beneficiation plant
# US$216m pelletising plant
# US$27m power plant
# US$138m indirect, administrative and other costs.
The operating costs were estimated as follows:
# US$5.50/t of pellets for mining
# US$8.31/t of pellets for beneficiation
# US$8.40/t of pellets for pelletising
# US$1.00/t of pellets for power
# US$0.83/t of pellets for water (desalination facilities assumed provided by the Kingdom)
# US$2.50/t of pellets for port facilities (port facilities assumed provided by the Kingdom)
# US$2.00/t of pellets for indirect, administrative and other costs.
Based on a US$85/t pellet price and a 25% flat tax rate, Snowden calculated the project's Net Present Value ('NPV') as US$336m using a 10% discount rate. It should be noted that the project is expected to have a 20% profit share with the Kingdom of Saudi Arabia as the effective tax rate."
"London Mining enters into Market Making agreement.
01.02.2008
London Mining announces that it has entered into a market making agreement with Kaupthing ASA, a subsidiary of Kaupthing Bank Hf, effective from 30 January 2008.
For further information, please contact:
Graeme Hossie, Corporate Development & Deputy Managing Director
+44 (0) 20 7495 6210
About London Mining Plc
Incorporated and registered in the UK, London Mining is developing mines to supply the global steel industry. The Company has operational mining, exploration and development projects located in Brazil, Sierra Leone, Greenland and Mexico. In 2007, London Mining raised over US$125million in equity and US$60m in debt to finance development and expansion of its operations to meet the demand of world steel consumption.
Core near term objectives:
* Ramping up production to over 5mtpa from its operating itabirite iron ore mine in Brazil
* Bringing into production a previously mined specular hematite iron ore operation in Sierra Leone
* Completing feasibility studies on the Wadi Sawawin project under a joint venture with the National Mining Company of Saudi Arabia
* Completing feasibility studies on a major magnetite iron ore deposit in Greenland
* Continuing exploration under a 49% JV or an exploration magnetite deposit in Mexico.
On 9 October 2007, London Mining listed on the Axess market of the Oslo Stock Exchange (www.osloaxess.no) and trades under the Reuters symbol LOND.OL and Bloomberg symbol LOND.NO. Please also visit our website www.londonmining.co.uk for more information about London Mining and its operations."
01.02.2008
London Mining announces that it has entered into a market making agreement with Kaupthing ASA, a subsidiary of Kaupthing Bank Hf, effective from 30 January 2008.
For further information, please contact:
Graeme Hossie, Corporate Development & Deputy Managing Director
+44 (0) 20 7495 6210
About London Mining Plc
Incorporated and registered in the UK, London Mining is developing mines to supply the global steel industry. The Company has operational mining, exploration and development projects located in Brazil, Sierra Leone, Greenland and Mexico. In 2007, London Mining raised over US$125million in equity and US$60m in debt to finance development and expansion of its operations to meet the demand of world steel consumption.
Core near term objectives:
* Ramping up production to over 5mtpa from its operating itabirite iron ore mine in Brazil
* Bringing into production a previously mined specular hematite iron ore operation in Sierra Leone
* Completing feasibility studies on the Wadi Sawawin project under a joint venture with the National Mining Company of Saudi Arabia
* Completing feasibility studies on a major magnetite iron ore deposit in Greenland
* Continuing exploration under a 49% JV or an exploration magnetite deposit in Mexico.
On 9 October 2007, London Mining listed on the Axess market of the Oslo Stock Exchange (www.osloaxess.no) and trades under the Reuters symbol LOND.OL and Bloomberg symbol LOND.NO. Please also visit our website www.londonmining.co.uk for more information about London Mining and its operations."
"Friday February 8, 06:24 PM
Atlas acquires Pilbara iron ore rights
Iron ore explorer Atlas Iron Ltd has entered into an agreement to acquire the iron ore rights to 10 tenements in Western Australia's Pilbara region from unlisted tantalum miner Talison Minerals Pty Ltd.
Atlas will pay $4 million to Talison in Atlas shares after a formal agreement is executed.
DJ Carmichael resource analyst James Wilson said it was important to note the land was picked up with the option to buy.
"They're evaluating their options, picking up land with staged payments ... so it's a strategic land acquisition, a smart move," Mr Wilson said.
Talison retains the rights to other minerals and is entitled to a 0.5 per cent revenue-based royalty if Atlas develops an iron ore resource greater than five million tonnes.
The tenements are between 75 and 160 kilometres from Port Hedland, less than 60km from Fortescue Metals Group's (FMG) and BHP Billiton's railways, and not far from a major highway.
Managing director David Flanagan said the tenements were in a very prospective area for iron ore.
"We look forward to doing a thorough examination of the iron ore potential on these tenements," Mr Flanagan said.
Some of the tenements adjoin Atlas's Abydos project, where a new direct shipping ore discovery was made recently.
"They are starting to fill in all the blanks in their area ... purely just to get as much land as is humanly possible in one of the greatest iron ore provinces in the world," Mr Wilson said.
"I'm just wondering if most people five years ago would have looked at Fortescue Metals Group in the same light, thinking `what are they pegging all that ground up there for?' and now they're a $20 billion company."
At the Abydos project, Atlas plans to generate annual export tonnage of more than six million tonnes per annum (Mtpa) from 2010.
At its nearby Pardoo project, the company says it is on track to commence exports by October, ramping up production to 3Mtpa by 2010.
Mr Wilson said Atlas was "at the pointy end of negotiations" for offtake agreements.
Shares in Atlas closed 7.5 cents, or 3.97 per cent, higher at $1.965 after hitting $2.09 in early trade.
*The writer of this article holds shares in Atlas Iron"
Atlas acquires Pilbara iron ore rights
Iron ore explorer Atlas Iron Ltd has entered into an agreement to acquire the iron ore rights to 10 tenements in Western Australia's Pilbara region from unlisted tantalum miner Talison Minerals Pty Ltd.
Atlas will pay $4 million to Talison in Atlas shares after a formal agreement is executed.
DJ Carmichael resource analyst James Wilson said it was important to note the land was picked up with the option to buy.
"They're evaluating their options, picking up land with staged payments ... so it's a strategic land acquisition, a smart move," Mr Wilson said.
Talison retains the rights to other minerals and is entitled to a 0.5 per cent revenue-based royalty if Atlas develops an iron ore resource greater than five million tonnes.
The tenements are between 75 and 160 kilometres from Port Hedland, less than 60km from Fortescue Metals Group's (FMG) and BHP Billiton's railways, and not far from a major highway.
Managing director David Flanagan said the tenements were in a very prospective area for iron ore.
"We look forward to doing a thorough examination of the iron ore potential on these tenements," Mr Flanagan said.
Some of the tenements adjoin Atlas's Abydos project, where a new direct shipping ore discovery was made recently.
"They are starting to fill in all the blanks in their area ... purely just to get as much land as is humanly possible in one of the greatest iron ore provinces in the world," Mr Wilson said.
"I'm just wondering if most people five years ago would have looked at Fortescue Metals Group in the same light, thinking `what are they pegging all that ground up there for?' and now they're a $20 billion company."
At the Abydos project, Atlas plans to generate annual export tonnage of more than six million tonnes per annum (Mtpa) from 2010.
At its nearby Pardoo project, the company says it is on track to commence exports by October, ramping up production to 3Mtpa by 2010.
Mr Wilson said Atlas was "at the pointy end of negotiations" for offtake agreements.
Shares in Atlas closed 7.5 cents, or 3.97 per cent, higher at $1.965 after hitting $2.09 in early trade.
*The writer of this article holds shares in Atlas Iron"
"Anglesey mining plans production from Schefferville project soon
LONDON (Thomson Financial) - Anglesey Mining PLC said it plans to bring the Schefferville project into production as soon as possible with a target date for first iron ore sales in 2009.
The company said progress at the project to date has been encouraging and that it expects the activities to accelerate significantly.
Anglesey said the fall in prices of base metals has affected its financing plans for the next stage of Parys Mountain.
But, the company said it expects to finance and redevelop Parys Mountain this year as it expects a positive outlook in the first half of 2008 from an ongoing demand from China and other Asian countries. TFN.newsdesk@thomson.com rda/jlc"
LONDON (Thomson Financial) - Anglesey Mining PLC said it plans to bring the Schefferville project into production as soon as possible with a target date for first iron ore sales in 2009.
The company said progress at the project to date has been encouraging and that it expects the activities to accelerate significantly.
Anglesey said the fall in prices of base metals has affected its financing plans for the next stage of Parys Mountain.
But, the company said it expects to finance and redevelop Parys Mountain this year as it expects a positive outlook in the first half of 2008 from an ongoing demand from China and other Asian countries. TFN.newsdesk@thomson.com rda/jlc"
-Coal FE Resources
Wie gesagt, ab- und zu auch mal ein bisschen Kohle.
Habe ich seit einigen Monaten auf dem Radar,
ein 10Bagger in einem Jahr, seit Mai kannten die 6 Monate nur
noch eine Richtung, der SCI hat sie neulich als spekulative
Empfehlung/Beimischung besprochen, jetzt kam ein ziemliches
deutliches Resource-Update.
(soll sich alles nicht zu reisserisch anhören,
aber das sind die positiven Fakten)
Werde auch mal vielleicht 5-10 Kohlewerte auflisten,
die mir zumindest sehr sehr interessant erscheinen
und bei Denen ich ebenso große langfristige
Möglichkeiten sehen würde...
"1.3 BN TONNES
Australian company proves up huge African coal resource
An Australian integrated energy company today made it clear it will be placing a big focus on its Mmamantswe coal project in Botswana – with more than one billion reasons.
Author: Ross Louthean
Posted: Thursday , 07 Feb 2008
PERTH -
Aviva Corporation Limited (ASX: AVA) disclosed today it has an initial resource of 1.287 billion tonnes of coal at the Mmamantswe coal project in Botswana - more than double the target it proposed seeking when granted the prospecting licence back in April last year.
Aviva's chief executive, Lindsay Reed, said the initial resource estimate highlighted the potential of the project, where Aviva has been investigating the merit of a 1,500MW power station.
He said the resource estimate affirms Mmamantswe as a low strip ratio open pit thermal coal deposit, with the potential to supply the 6 million tonnes per annum needed to support the 1,500MW power project.
Coal quality was in line with expectations, and test work confirms that around half the ash is removed at high relative densities of 1.8-1.9.
The average overburden cover in the resource area suggests a stripping ratio of around 1 bcm/tonne of in-situ coal.
Reed said drilling revealed that the volume of the coal basin was larger than targeted because the thickness of the carbonaceous sequence persisted further to the west than anticipated. Coal quality test work results received to date confirm the coal content of the carbonaceous sequence also persists to the west.
The resource estimate is based on a 32 hole 3,500m drill programme. Of these, 23 holes intersected coal.
Aviva said a new drilling programme to upgrade the deposit to reserve status is planned to commence in late March. It will comprise between 150-250 holes."
Habe ich seit einigen Monaten auf dem Radar,
ein 10Bagger in einem Jahr, seit Mai kannten die 6 Monate nur
noch eine Richtung, der SCI hat sie neulich als spekulative
Empfehlung/Beimischung besprochen, jetzt kam ein ziemliches
deutliches Resource-Update.
(soll sich alles nicht zu reisserisch anhören,
aber das sind die positiven Fakten)
Werde auch mal vielleicht 5-10 Kohlewerte auflisten,
die mir zumindest sehr sehr interessant erscheinen
und bei Denen ich ebenso große langfristige
Möglichkeiten sehen würde...
"1.3 BN TONNES
Australian company proves up huge African coal resource
An Australian integrated energy company today made it clear it will be placing a big focus on its Mmamantswe coal project in Botswana – with more than one billion reasons.
Author: Ross Louthean
Posted: Thursday , 07 Feb 2008
PERTH -
Aviva Corporation Limited (ASX: AVA) disclosed today it has an initial resource of 1.287 billion tonnes of coal at the Mmamantswe coal project in Botswana - more than double the target it proposed seeking when granted the prospecting licence back in April last year.
Aviva's chief executive, Lindsay Reed, said the initial resource estimate highlighted the potential of the project, where Aviva has been investigating the merit of a 1,500MW power station.
He said the resource estimate affirms Mmamantswe as a low strip ratio open pit thermal coal deposit, with the potential to supply the 6 million tonnes per annum needed to support the 1,500MW power project.
Coal quality was in line with expectations, and test work confirms that around half the ash is removed at high relative densities of 1.8-1.9.
The average overburden cover in the resource area suggests a stripping ratio of around 1 bcm/tonne of in-situ coal.
Reed said drilling revealed that the volume of the coal basin was larger than targeted because the thickness of the carbonaceous sequence persisted further to the west than anticipated. Coal quality test work results received to date confirm the coal content of the carbonaceous sequence also persists to the west.
The resource estimate is based on a 32 hole 3,500m drill programme. Of these, 23 holes intersected coal.
Aviva said a new drilling programme to upgrade the deposit to reserve status is planned to commence in late March. It will comprise between 150-250 holes."
-Stellar Resources
-Ecometals, wäre auch ein Brasilianer (beim Iron),
wobei die "Aurelian-Goldphantasie" -fürs erste-
wohl erstmal die weit größere wäre.
wobei die "Aurelian-Goldphantasie" -fürs erste-
wohl erstmal die weit größere wäre.
"Coal projects being stoked up in Botswana
Brendan Ryan
Posted: Sun, 17 Feb 2008
[miningmx.com] -- LONG famous for its position as the world’s largest diamond-producing country, it seems Botswana is about to diversify big time into the coal business.
There are at least four companies in Botswana looking at developing either coal or coal-bed methane (CBM) projects that could supply power stations and/or the export market.
The most advanced of these is Canadian-listed CIC Energy’s Mmamabula project, situated some 80km west of the South African/Botswana border near Lephalale.
Mmamabula is on an extension of the same Waterberg coalfield being mined by Exxaro’s Grootegeluk operation.
Grootegeluk supplies Eskom’s existing Matimba power station with coal and will supply the new Medupi power station under construction in the same area.
Eskom refuses to identify its projects until they get the official go-ahead but CIC Energy geologist Lesley Jeffrey told delegates at the recent McCloskey coal conference that Mmamabula was “project delta” on Eskom’s list.
According to Eskom’s latest ranking of its various projects, “project delta” sits at the point of moving from the “feasibility, business case, contract concluding stage” to the “build” stage.
As such, it should be the next coal power station project to get the go-ahead after “project bravo” near Witbank, which it is believed will draw coal from Anglo Nyosi Coal’s New Largo deposit just west of Ogies.
But getting finality on these projects is a time-consuming process. CIC Energy had hoped to finalise negotiations on its power purchase agreement (PPA) with Eskom by the end of last year. That has now been put back to the end of this year.
Tau Capital, the investment group that founded CIC Energy, has just completed a $45m private placement to assess development of a CBM project west of Mmamabula, known as the Saber Energy Project.
CBM involves extracting methane gas from deep – 300m to 600m – underground coal seams through boreholes in an operation similar to setting up an oil-well field. Development of a successful project could provide the fuel for a 1 000MW combined cycle power station that could supply electricity to Eskom.
According to Jeffrey, the Saber Energy project is flagged as the “CBM” project in the “opportunity identification” stage of Eskom’s project pipeline diagram. Other coal projects being looked at in Botswana include Mmamantswe, owned by Australian-listed Aviva Corporation, and the former Jonah Coal-Aquila joint venture now renamed Asenjo Energy.
Mmamantswe is located southwest of Mmamambula, about 70km from Gaborone, and is looking at some 600mt of coal previously delineated through exploration work by BP and the former JCI. The deposit could support a 1 500MW power station supplying Eskom.
Asenjo has three projects at Dukwe, Lechana-Tshimoyapula and Mmamabula West. The Mmamabula West project is the most likely to get the go-ahead first with a pre-feasibility study underway.
Asenjo announced last week that, if drilling results were positive, the company would list in March next year to raise capital. Again, the company is targeting a power station development."
Brendan Ryan
Posted: Sun, 17 Feb 2008
[miningmx.com] -- LONG famous for its position as the world’s largest diamond-producing country, it seems Botswana is about to diversify big time into the coal business.
There are at least four companies in Botswana looking at developing either coal or coal-bed methane (CBM) projects that could supply power stations and/or the export market.
The most advanced of these is Canadian-listed CIC Energy’s Mmamabula project, situated some 80km west of the South African/Botswana border near Lephalale.
Mmamabula is on an extension of the same Waterberg coalfield being mined by Exxaro’s Grootegeluk operation.
Grootegeluk supplies Eskom’s existing Matimba power station with coal and will supply the new Medupi power station under construction in the same area.
Eskom refuses to identify its projects until they get the official go-ahead but CIC Energy geologist Lesley Jeffrey told delegates at the recent McCloskey coal conference that Mmamabula was “project delta” on Eskom’s list.
According to Eskom’s latest ranking of its various projects, “project delta” sits at the point of moving from the “feasibility, business case, contract concluding stage” to the “build” stage.
As such, it should be the next coal power station project to get the go-ahead after “project bravo” near Witbank, which it is believed will draw coal from Anglo Nyosi Coal’s New Largo deposit just west of Ogies.
But getting finality on these projects is a time-consuming process. CIC Energy had hoped to finalise negotiations on its power purchase agreement (PPA) with Eskom by the end of last year. That has now been put back to the end of this year.
Tau Capital, the investment group that founded CIC Energy, has just completed a $45m private placement to assess development of a CBM project west of Mmamabula, known as the Saber Energy Project.
CBM involves extracting methane gas from deep – 300m to 600m – underground coal seams through boreholes in an operation similar to setting up an oil-well field. Development of a successful project could provide the fuel for a 1 000MW combined cycle power station that could supply electricity to Eskom.
According to Jeffrey, the Saber Energy project is flagged as the “CBM” project in the “opportunity identification” stage of Eskom’s project pipeline diagram. Other coal projects being looked at in Botswana include Mmamantswe, owned by Australian-listed Aviva Corporation, and the former Jonah Coal-Aquila joint venture now renamed Asenjo Energy.
Mmamantswe is located southwest of Mmamambula, about 70km from Gaborone, and is looking at some 600mt of coal previously delineated through exploration work by BP and the former JCI. The deposit could support a 1 500MW power station supplying Eskom.
Asenjo has three projects at Dukwe, Lechana-Tshimoyapula and Mmamabula West. The Mmamabula West project is the most likely to get the go-ahead first with a pre-feasibility study underway.
Asenjo announced last week that, if drilling results were positive, the company would list in March next year to raise capital. Again, the company is targeting a power station development."
Die künftigen Preisgestaltungen im Sektor sind in vollem
Gange, allerdings wäre es mir bedeutend lieber,
wenn die steigenden Preiserwartungen beim zugrundeliegendem Rohstoff (u.a.)nicht zu so großen Teilen "der Macht des Kartells"
zuzuschreiben wären.
Das es -durch sowas bedingt- dann auch mal ganz schnell wieder
in die andere Richtung gehen kann,
ist ja z.B. in der Geschichte des Silberpreises sehr gut zu sehen,
auch wenn das Beispiel wohl nicht 100%ig hinhaut.
Allerdings dürften die meisten Unternehmen m.E. nach
auch zu derzeitigen und sogar etwas tieferen Preisen
im Durchschnitt hochprofitabel arbeiten können,
von daher sollte man sich dessen schon bewusst sein,
aber als Riesengefahr würde ich das erstmal auch nicht sehen...
"Rio Tinto setzt Verhandlungen über Eisenerzpreise fort
18.02.2008
aktiencheck.de
London (aktiencheck.de AG) - Der britisch/australische Bergbaukonzern Rio Tinto plc/ Ltd. (ISIN GB0007188757 / WKN 852147) (ISIN AU000000RIO1 / WKN 855018) befindet sich weiterhin in Verhandlungen mit führenden Stahlkonzernen über die Preisgestaltung der Lieferpreise für Eisenerz im Jahr 2008.
Wie der Konzern am Montag erklärte, sollen die Verhandlungen so lange weitergeführt werden, bis ein für den Konzern akzeptables Arrangement zustande kommt. In diesem Zusammenhang wurde insbesondere auf die deutlich gestiegenen Fracht- und Logistikkosten verweisen, für die Rio Tinto von den jeweiligen Stahlproduzenten insbesondere aus Asien einen adäquaten Ausgleich fordert.
Zuvor hatten sich einem Pressebericht zufolge die vier größten japanischen Stahlkonzerne Nippon Steel Corp. (ISIN JP3381000003 / WKN 859164), JFE Holdings Inc. (ISIN JP3386030005 / WKN 724564), Kobe Steel Ltd. (ISIN JP3289800009 / WKN 858737) und Sumitomo Metal Industries Ltd. (ISIN JP3402200004 / WKN 856878) mit dem brasilianischen Eisenerzproduzenten Vale (ehemals Companhia Vale do Rio Doce, CVRD) (ISIN US2044121000 / WKN 907799) auf eine Erhöhung der Eisenerzpreise ab dem kommenden Fiskaljahr 2008 um 65 Prozent geeinigt.
Die Aktie von Rio Tinto notiert aktuell in London mit einem Plus von 3,27 Prozent bei 5.680,00 Pence. (18.02.2008/ac/n/a)"
Gange, allerdings wäre es mir bedeutend lieber,
wenn die steigenden Preiserwartungen beim zugrundeliegendem Rohstoff (u.a.)nicht zu so großen Teilen "der Macht des Kartells"
zuzuschreiben wären.
Das es -durch sowas bedingt- dann auch mal ganz schnell wieder
in die andere Richtung gehen kann,
ist ja z.B. in der Geschichte des Silberpreises sehr gut zu sehen,
auch wenn das Beispiel wohl nicht 100%ig hinhaut.
Allerdings dürften die meisten Unternehmen m.E. nach
auch zu derzeitigen und sogar etwas tieferen Preisen
im Durchschnitt hochprofitabel arbeiten können,
von daher sollte man sich dessen schon bewusst sein,
aber als Riesengefahr würde ich das erstmal auch nicht sehen...
"Rio Tinto setzt Verhandlungen über Eisenerzpreise fort
18.02.2008
aktiencheck.de
London (aktiencheck.de AG) - Der britisch/australische Bergbaukonzern Rio Tinto plc/ Ltd. (ISIN GB0007188757 / WKN 852147) (ISIN AU000000RIO1 / WKN 855018) befindet sich weiterhin in Verhandlungen mit führenden Stahlkonzernen über die Preisgestaltung der Lieferpreise für Eisenerz im Jahr 2008.
Wie der Konzern am Montag erklärte, sollen die Verhandlungen so lange weitergeführt werden, bis ein für den Konzern akzeptables Arrangement zustande kommt. In diesem Zusammenhang wurde insbesondere auf die deutlich gestiegenen Fracht- und Logistikkosten verweisen, für die Rio Tinto von den jeweiligen Stahlproduzenten insbesondere aus Asien einen adäquaten Ausgleich fordert.
Zuvor hatten sich einem Pressebericht zufolge die vier größten japanischen Stahlkonzerne Nippon Steel Corp. (ISIN JP3381000003 / WKN 859164), JFE Holdings Inc. (ISIN JP3386030005 / WKN 724564), Kobe Steel Ltd. (ISIN JP3289800009 / WKN 858737) und Sumitomo Metal Industries Ltd. (ISIN JP3402200004 / WKN 856878) mit dem brasilianischen Eisenerzproduzenten Vale (ehemals Companhia Vale do Rio Doce, CVRD) (ISIN US2044121000 / WKN 907799) auf eine Erhöhung der Eisenerzpreise ab dem kommenden Fiskaljahr 2008 um 65 Prozent geeinigt.
Die Aktie von Rio Tinto notiert aktuell in London mit einem Plus von 3,27 Prozent bei 5.680,00 Pence. (18.02.2008/ac/n/a)"
Irgendwie habe ich mich da vertan,
Golden West Resources wurde wohl noch immer nicht übernommen,
aber es steht demnächst aus.
Man könnte ja mal gucken, ob da vielleicht noch ein bisschen
was drin wäre, vermute ich aber eher nicht,
wenn wäre es wohl besser sich Fairstar anzugucken.
"FAIRSTAR RESOURCES LTD. & GOLDEN WEST RESOURCES LIMITED
Mining hopeful Fairstar Resources Ltd has extended its hostile, all-scrip takeover bid for iron ore-focused explorer Golden West Resources Ltd until March 13, reports the Australian Associated Press.
(See Australian Associated Press: Fairstar extends $181mln hostile takeover bid for Golden West"
Golden West Resources wurde wohl noch immer nicht übernommen,
aber es steht demnächst aus.
Man könnte ja mal gucken, ob da vielleicht noch ein bisschen
was drin wäre, vermute ich aber eher nicht,
wenn wäre es wohl besser sich Fairstar anzugucken.
"FAIRSTAR RESOURCES LTD. & GOLDEN WEST RESOURCES LIMITED
Mining hopeful Fairstar Resources Ltd has extended its hostile, all-scrip takeover bid for iron ore-focused explorer Golden West Resources Ltd until March 13, reports the Australian Associated Press.
(See Australian Associated Press: Fairstar extends $181mln hostile takeover bid for Golden West"
-Resource Mining
Ich hüte mich davor irgendwelche Kaufempfehlungen auszusprechen,
aber sehr genau angucken sollte/muss man sich denke ich:
-Red Rock Resources, die schon einiges zu bieten haben
und auch beeindruckend vielseitig ausfgestellt sind
-Strike Resources, das könnte mal ein riesiges Unternehmen werden
-Cardero Resources vermute ich, hab ich mir aber nie genauer
angeguckt, ist mir ein zu überlaufener Verein, aber nach der
Zusammenfassung, die ich neulich auf www.Resourcemedia.de
gesehen habe, scheint es eine große Sache zu sein.
-New Millennium Capital, einfach WAHNSINN!!
-Cuervo Resources, (auch wenn hierzulande ziemlich
stark "promotet")ich bekomme dazu nicht soviel Infos,
wie ich es gern hätte, aber das was ich bisher gesehen habe
scheint mir wahnsinnig beeindruckend
(speziell Ergebnisse, Hammer -und immer wieder),
ich denke für meinen Teil, daß das hier gepostete Interview
(zumindest) seine Berechtigung hat
-wenn Cuervo, dann vielleicht auch Advanced?!
-und Adriana Resources auf jeden Fall
-Northland Resources
-Minemakers: wer Iron auch nur als Zusatzphantasie
haben würde
als "Explorations/Grassrootplays" gefallen mir noch
-Carnavale Resources, bei Denen ich noch dieses Jahr eine
sehr starke Performance für wahrscheinlich halten würde
(meine Vermutung liegt -ernsthaft- zwischen 50-300%)
-Brumby Resources, die wirklich sehr sehr viele Ironprojekte haben,
erste Ergebnisse gab es zuletzt, die Bewertung ist
vielleicht etwas höher als bei manch Börsenmantel
unheimlich gut.
Das sind einfach nur meine persönlichen Ansichten
+Mutmassungen, keine Kaufempf., nur mal zum anschauen nahegelegt!!
Heisst natürlich kein bisschen, das die anderen nicht
attraktiv wären.
Aber nachdem ich mir mit wem gepostet habe,
ist mir doch was sehr sehr interessantes aufgefallen
(macht vielleicht besser klar, was ich hier durchaus
für Möglichkeiten sehe).
Und zwar hab ich mir nochmal die Präsentation von 'Consolidated
Thompson Iron Mines" angeguckt -und zwar siehts da so aus
(nach Oktober07-Präsentation):
Aktien: 79.9/83.7(f.d.) million
Kurs: 4,77
Marketcap: 381Mio E (ohne Dillution)
Resource Measured+Indicated(+Mini-Inferred):
637,697 @ 29.76
direkt Iron: etwa 190Mio t (+etwa 10Mio t Inferred)
sie bezeichnen das alles "woldclass",
was ich denke sogar seine Berechtigung hat.
Aber jetzt sollte man sich mal eins überlegen:
bspw. Western Plains hat derzeit schon eine etwa gleich große
Resource, wenn nicht ein klein bisschen größer, Mano River R. +DMC Mining... wollen mehr nachweisen, von Cuervo, Strike,
Adriana... erst gar nicht zu reden.
Das ist schon sehr krass.
Absolut getoppt hat das aber eins:
New Millenium Capital hat eine mehr als 10*so große Resource
-ist aber fast nur mit 1/6tel bewertet!!
Das hat natürlich alles nichts definitives zu sagen,
ist aber vielleicht mal ein interessanter Gedankengang.
Da sieht man mal, wo's mit 200Mio t direkt Iron
so hingehen kann(was einige hier haben/vorhaben),
und Consolidated Thompson hat auch seine Chancen.
aber sehr genau angucken sollte/muss man sich denke ich:
-Red Rock Resources, die schon einiges zu bieten haben
und auch beeindruckend vielseitig ausfgestellt sind
-Strike Resources, das könnte mal ein riesiges Unternehmen werden
-Cardero Resources vermute ich, hab ich mir aber nie genauer
angeguckt, ist mir ein zu überlaufener Verein, aber nach der
Zusammenfassung, die ich neulich auf www.Resourcemedia.de
gesehen habe, scheint es eine große Sache zu sein.
-New Millennium Capital, einfach WAHNSINN!!
-Cuervo Resources, (auch wenn hierzulande ziemlich
stark "promotet")ich bekomme dazu nicht soviel Infos,
wie ich es gern hätte, aber das was ich bisher gesehen habe
scheint mir wahnsinnig beeindruckend
(speziell Ergebnisse, Hammer -und immer wieder),
ich denke für meinen Teil, daß das hier gepostete Interview
(zumindest) seine Berechtigung hat
-wenn Cuervo, dann vielleicht auch Advanced?!
-und Adriana Resources auf jeden Fall
-Northland Resources
-Minemakers: wer Iron auch nur als Zusatzphantasie
haben würde
als "Explorations/Grassrootplays" gefallen mir noch
-Carnavale Resources, bei Denen ich noch dieses Jahr eine
sehr starke Performance für wahrscheinlich halten würde
(meine Vermutung liegt -ernsthaft- zwischen 50-300%)
-Brumby Resources, die wirklich sehr sehr viele Ironprojekte haben,
erste Ergebnisse gab es zuletzt, die Bewertung ist
vielleicht etwas höher als bei manch Börsenmantel
unheimlich gut.
Das sind einfach nur meine persönlichen Ansichten
+Mutmassungen, keine Kaufempf., nur mal zum anschauen nahegelegt!!
Heisst natürlich kein bisschen, das die anderen nicht
attraktiv wären.
Aber nachdem ich mir mit wem gepostet habe,
ist mir doch was sehr sehr interessantes aufgefallen
(macht vielleicht besser klar, was ich hier durchaus
für Möglichkeiten sehe).
Und zwar hab ich mir nochmal die Präsentation von 'Consolidated
Thompson Iron Mines" angeguckt -und zwar siehts da so aus
(nach Oktober07-Präsentation):
Aktien: 79.9/83.7(f.d.) million
Kurs: 4,77
Marketcap: 381Mio E (ohne Dillution)
Resource Measured+Indicated(+Mini-Inferred):
637,697 @ 29.76
direkt Iron: etwa 190Mio t (+etwa 10Mio t Inferred)
sie bezeichnen das alles "woldclass",
was ich denke sogar seine Berechtigung hat.
Aber jetzt sollte man sich mal eins überlegen:
bspw. Western Plains hat derzeit schon eine etwa gleich große
Resource, wenn nicht ein klein bisschen größer, Mano River R. +DMC Mining... wollen mehr nachweisen, von Cuervo, Strike,
Adriana... erst gar nicht zu reden.
Das ist schon sehr krass.
Absolut getoppt hat das aber eins:
New Millenium Capital hat eine mehr als 10*so große Resource
-ist aber fast nur mit 1/6tel bewertet!!
Das hat natürlich alles nichts definitives zu sagen,
ist aber vielleicht mal ein interessanter Gedankengang.
Da sieht man mal, wo's mit 200Mio t direkt Iron
so hingehen kann(was einige hier haben/vorhaben),
und Consolidated Thompson hat auch seine Chancen.
"BAFFINLAND IRON MINES CORPORATION
Baffinland Iron Mines released the results of the definitive feasibility study on Deposit No. 1 of its wholly-owned Mary River project, located in Nunavut Territory, Canada. Mining of the deposit will utilize conventional open pit drilling and blasting techniques. The mine life will be 20 year based on proven and probable reserves. Pre-tax internal rate of return is 20.5%, with a payback period of 3.7 years. The project pre-tax net present value (7%) is estimated at $4.9 billion. The capital cost of the project is forecast to be $4.1 billion including contingency of $438 million."
Baffinland Iron Mines released the results of the definitive feasibility study on Deposit No. 1 of its wholly-owned Mary River project, located in Nunavut Territory, Canada. Mining of the deposit will utilize conventional open pit drilling and blasting techniques. The mine life will be 20 year based on proven and probable reserves. Pre-tax internal rate of return is 20.5%, with a payback period of 3.7 years. The project pre-tax net present value (7%) is estimated at $4.9 billion. The capital cost of the project is forecast to be $4.1 billion including contingency of $438 million."
Antwort auf Beitrag Nr.: 33.426.322 von Popeye82 am 20.02.08 17:54:28Zu Consolidated Thompson möchte ich nur anmerken, das man auch die Entwicklungsphase der Projekte berücksichtigen muss.
Consolidated Thomp. geht voraussichtlich im laufe des Jahres 2009 in Produktion.
Viele, die, von dir gennanten Werte - haben gerade mal/bereits eine Resourcenschätzung. Obgleich auch hier fantastische Chancen schlummern.
Consolidated Thomp. geht voraussichtlich im laufe des Jahres 2009 in Produktion.
Viele, die, von dir gennanten Werte - haben gerade mal/bereits eine Resourcenschätzung. Obgleich auch hier fantastische Chancen schlummern.
Stimmt, ist mir bewusst.
Aber:
-das mit Consolidated T. sollte halt nur mal ein gutes Beispiel
sein, wo es mit so einer Basis hingehen kann,
das (alle) Werte unterschiedlichsten individuellen
Bewertungskiterien/Ansätzen unterliegen, ist einfach klar
(+ich hab kein bisschen gesagt, daß ich die schlecht finde)
-und das mit den Entwicklungsstadien/bestätigte oder angestrebte
Resource, das gehört bei mir sehr stark zu meiner Strategie,
weil ich mir die Chancenseite so stark wie möglich ausbauen
will, bei einigermassen akzeptablen Risiken
-und als letztes -einige der Werte haben aber auch schon
eine ähnliche, wenn nicht sogar bessere -bestätigte- Resourcenbasis
wie Consolidated T., liegen aber noch bei Bewertungen zwischen
vielleicht 20-50Mio E, ich glaube Western Plains und Cardero
wären da Beispiele
Im Endeffekt muss es jeder selber wissen,
ich will keinem was aufschwatzen.
Aber:
-das mit Consolidated T. sollte halt nur mal ein gutes Beispiel
sein, wo es mit so einer Basis hingehen kann,
das (alle) Werte unterschiedlichsten individuellen
Bewertungskiterien/Ansätzen unterliegen, ist einfach klar
(+ich hab kein bisschen gesagt, daß ich die schlecht finde)
-und das mit den Entwicklungsstadien/bestätigte oder angestrebte
Resource, das gehört bei mir sehr stark zu meiner Strategie,
weil ich mir die Chancenseite so stark wie möglich ausbauen
will, bei einigermassen akzeptablen Risiken
-und als letztes -einige der Werte haben aber auch schon
eine ähnliche, wenn nicht sogar bessere -bestätigte- Resourcenbasis
wie Consolidated T., liegen aber noch bei Bewertungen zwischen
vielleicht 20-50Mio E, ich glaube Western Plains und Cardero
wären da Beispiele
Im Endeffekt muss es jeder selber wissen,
ich will keinem was aufschwatzen.
"Aberdeen International Increases Stake in Iron Ore Company, Quinto Mining
Wednesday February 20, 9:41 am ET
TORONTO, ONTARIO--(Marketwire - Feb. 20, 2008) - ABERDEEN INTERNATIONAL INC. ("Aberdeen" or the "Company")(TSX:AAB - News) is pleased to announce that it has increased its holding of common shares of Quinto Mining Corporation ("Quinto"). As a result of purchases through the TSX Venture Exchange, Aberdeen has acquired 961,000 common shares of Quinto and now holds an aggregate of 5,961,000 Quinto common shares, which represents approximately 8.2% of the issued and outstanding Quinto common shares.
ADVERTISEMENT
As a result of these purchases, Aberdeen currently holds an aggregate of 5,961,000 Quinto common shares and rights to acquire an additional 2,500,000 Quinto common shares upon the exercise of Quinto share purchase warrants ("Warrants"). In the event that the Warrants are fully exercised, the holdings of Aberdeen would total 8,461,000 Quinto common shares, or approximately 11.25% of the issued and outstanding Quinto common shares on a partially-diluted basis.
The additional purchases were made for investment purposes only and Aberdeen could increase or decrease its investment in Quinto depending as circumstances, including market conditions, change.
About Aberdeen International Inc:
Aberdeen is a publicly traded global investment and merchant banking company focused on small cap companies in the resource sector. Aberdeen will seek to acquire significant equity participation in pre-IPO and/or early stage public resource companies with undeveloped or undervalued high-quality resources. Aberdeen will focus on companies that: (i) are in need of managerial, technical and financial resources to realize their full potential; (ii) are undervalued in foreign capital markets; and (iii) operate in jurisdictions with moderate local political risk. Aberdeen will seek to provide value-added managerial and board advisory services to companies. The Corporation's intention will be to optimize the return on its investment over an 18 to 24 month investment time frame.
Aberdeen International Inc.
Please visit the Company's web site at www.aberdeeninternational.ca or write us at info@aberdeeninternational.ca.
Cautionary Notes
With respect to all statements herein relating to Quinto, its business and its prospects, Aberdeen has relied solely upon the public disclosure of Quinto.
Except for statements of historical fact contained herein, the information in this press release constitutes "forward-looking information" within the meaning of Canadian securities law. Such forward-looking information may be identified by words such as "plans", "proposes", "estimates", "intends", "expects", "believes", "may", "will" and include without limitation, statements regarding the future shareholdings of the Company, the future intentions of the Company with regard to its shareholdings; the Company's plan of business operations; and anticipated returns. There can be no assurance that such statements will prove to be accurate; actual results and future events could differ materially from such statements. Factors that could cause actual results to differ materially include, among others, metal prices, competition, financing risks, acquisition risks, risks inherent in the mining industry, and regulatory risks. Most of these factors are outside the control of the Company. Investors are cautioned not to put undue reliance on forward-looking information. Except as otherwise required by applicable securities statutes or regulation, the Company expressly disclaims any intent or obligation to update publicly forward-looking information, whether as a result of new information, future events or otherwise.
Contact:
George Faught
Aberdeen International Inc.
President and CEO
(416) 861-5887
Stan Bharti
Aberdeen International Inc.
Executive Chairman
(416) 861-5876
Email: info@aberdeeninternational.ca
Website: www.aberdeeninternational.ca
Source: Aberdeen International Inc."
Wednesday February 20, 9:41 am ET
TORONTO, ONTARIO--(Marketwire - Feb. 20, 2008) - ABERDEEN INTERNATIONAL INC. ("Aberdeen" or the "Company")(TSX:AAB - News) is pleased to announce that it has increased its holding of common shares of Quinto Mining Corporation ("Quinto"). As a result of purchases through the TSX Venture Exchange, Aberdeen has acquired 961,000 common shares of Quinto and now holds an aggregate of 5,961,000 Quinto common shares, which represents approximately 8.2% of the issued and outstanding Quinto common shares.
ADVERTISEMENT
As a result of these purchases, Aberdeen currently holds an aggregate of 5,961,000 Quinto common shares and rights to acquire an additional 2,500,000 Quinto common shares upon the exercise of Quinto share purchase warrants ("Warrants"). In the event that the Warrants are fully exercised, the holdings of Aberdeen would total 8,461,000 Quinto common shares, or approximately 11.25% of the issued and outstanding Quinto common shares on a partially-diluted basis.
The additional purchases were made for investment purposes only and Aberdeen could increase or decrease its investment in Quinto depending as circumstances, including market conditions, change.
About Aberdeen International Inc:
Aberdeen is a publicly traded global investment and merchant banking company focused on small cap companies in the resource sector. Aberdeen will seek to acquire significant equity participation in pre-IPO and/or early stage public resource companies with undeveloped or undervalued high-quality resources. Aberdeen will focus on companies that: (i) are in need of managerial, technical and financial resources to realize their full potential; (ii) are undervalued in foreign capital markets; and (iii) operate in jurisdictions with moderate local political risk. Aberdeen will seek to provide value-added managerial and board advisory services to companies. The Corporation's intention will be to optimize the return on its investment over an 18 to 24 month investment time frame.
Aberdeen International Inc.
Please visit the Company's web site at www.aberdeeninternational.ca or write us at info@aberdeeninternational.ca.
Cautionary Notes
With respect to all statements herein relating to Quinto, its business and its prospects, Aberdeen has relied solely upon the public disclosure of Quinto.
Except for statements of historical fact contained herein, the information in this press release constitutes "forward-looking information" within the meaning of Canadian securities law. Such forward-looking information may be identified by words such as "plans", "proposes", "estimates", "intends", "expects", "believes", "may", "will" and include without limitation, statements regarding the future shareholdings of the Company, the future intentions of the Company with regard to its shareholdings; the Company's plan of business operations; and anticipated returns. There can be no assurance that such statements will prove to be accurate; actual results and future events could differ materially from such statements. Factors that could cause actual results to differ materially include, among others, metal prices, competition, financing risks, acquisition risks, risks inherent in the mining industry, and regulatory risks. Most of these factors are outside the control of the Company. Investors are cautioned not to put undue reliance on forward-looking information. Except as otherwise required by applicable securities statutes or regulation, the Company expressly disclaims any intent or obligation to update publicly forward-looking information, whether as a result of new information, future events or otherwise.
Contact:
George Faught
Aberdeen International Inc.
President and CEO
(416) 861-5887
Stan Bharti
Aberdeen International Inc.
Executive Chairman
(416) 861-5876
Email: info@aberdeeninternational.ca
Website: www.aberdeeninternational.ca
Source: Aberdeen International Inc."
Und schon wieder...
"21 February 2008
Chinese Iron and Steel Group increases stake in Apollo
Key points:
• Chinese Iron and Steel Group increases stake in Apollo
Minerals to 11.7%
• Chinese Iron and Steel Group is seeking to increase this
stake to 19.9%
• Iron ore outlook is positive with recent price increase of 65%
• Apollo is currently developing two Australian iron
ore exploration projects and intends to increase exploration
and expand by acquisition
Newly listed diversified Australian resources company Apollo Minerals Ltd (ASX code: AON) (“Apollo”) advises that the Chinese Iron and Steel Group has increased its stake in the Company to
11.7% following a placement of $2 million at 30 cents per share. The Chinese strategic investor is looking to increase this stake to 19.9%, subject to shareholder and regulatory approval. The $2m
placement follows the original non binding Memorandum of Understanding (MoU) signed in December 2007. As part of the agreement in relation to the $2m placement, the parties undertake to work in good faith to establish a joint venture on the Mount Oscar Iron Ore Project on terms to be agreed and have a representative appointed to the Board.
The Board believes completion of this placement is another key milestone in the development of Apollo Minerals into a leading diversified resources company, with the significant backing of a
Chinese partner. Under the terms agreed, the investor may subscribe for a further $2.3m in Apollo shares at 34 cents (a premium to the current market price) by 30 April 2008. On completion, Apollo’s
Chinese partner would have made an investment of over $5 million and obtain approximately 19% of the company.
Apollo is currently developing two iron ore projects, one in Western Australian and one in South Australia (see attached maps). Apollo continues to review other opportunities in the iron ore sector in Australia and overseas in a time of rising iron ore prices. Securing a strategic Chinese partner provides the Company with further assistance in its iron ore acquisition strategy to become a significant iron ore company.
Apollo’s strategy to focus on iron ore comes at a time of record iron ore prices. Recent price agreements between Japanese and Korean steel makers and Vale have concluded a 65% iron ore
price increase. The outlook for iron ore prices and demand from Asia appears strong which bodes well for the development of Apollo’s iron ore projects which are located close to rail, roads and port facilities and infrastructure.
Ends"
"21 February 2008
Chinese Iron and Steel Group increases stake in Apollo
Key points:
• Chinese Iron and Steel Group increases stake in Apollo
Minerals to 11.7%
• Chinese Iron and Steel Group is seeking to increase this
stake to 19.9%
• Iron ore outlook is positive with recent price increase of 65%
• Apollo is currently developing two Australian iron
ore exploration projects and intends to increase exploration
and expand by acquisition
Newly listed diversified Australian resources company Apollo Minerals Ltd (ASX code: AON) (“Apollo”) advises that the Chinese Iron and Steel Group has increased its stake in the Company to
11.7% following a placement of $2 million at 30 cents per share. The Chinese strategic investor is looking to increase this stake to 19.9%, subject to shareholder and regulatory approval. The $2m
placement follows the original non binding Memorandum of Understanding (MoU) signed in December 2007. As part of the agreement in relation to the $2m placement, the parties undertake to work in good faith to establish a joint venture on the Mount Oscar Iron Ore Project on terms to be agreed and have a representative appointed to the Board.
The Board believes completion of this placement is another key milestone in the development of Apollo Minerals into a leading diversified resources company, with the significant backing of a
Chinese partner. Under the terms agreed, the investor may subscribe for a further $2.3m in Apollo shares at 34 cents (a premium to the current market price) by 30 April 2008. On completion, Apollo’s
Chinese partner would have made an investment of over $5 million and obtain approximately 19% of the company.
Apollo is currently developing two iron ore projects, one in Western Australian and one in South Australia (see attached maps). Apollo continues to review other opportunities in the iron ore sector in Australia and overseas in a time of rising iron ore prices. Securing a strategic Chinese partner provides the Company with further assistance in its iron ore acquisition strategy to become a significant iron ore company.
Apollo’s strategy to focus on iron ore comes at a time of record iron ore prices. Recent price agreements between Japanese and Korean steel makers and Vale have concluded a 65% iron ore
price increase. The outlook for iron ore prices and demand from Asia appears strong which bodes well for the development of Apollo’s iron ore projects which are located close to rail, roads and port facilities and infrastructure.
Ends"
"ASX Release 21 February 2008 ASX Code: UMC
PILBARA IRON ORE PROJECT
VISUAL INSPECTION INDICATES 40 METRES OF SIGNIFICANT MARRA MAMBA IRON ORE MINERALISATION IN DIAMOND DRILL HOLE UI 199 LOCATED 800 METRES EAST OF RAILWAY DISCOVERY
THE RESULT SUPPORTS A TARGET POTENTIAL OF 100 MILLION TONNES OF IN-SITU MARRA MAMBA MINERALISATION AT THE RAILWAY PROSPECT
HIGHLIGHTS
The Company is pleased to announce that diamond drill hole UI 199, located 800 metres east of
UI 038, has intersected 40metres of significant visual Marra Mamba iron ore mineralisation between 40 and 80 metres vertical depth. The hole was completed at 81m ending in BIF. Assays are awaited.
This is the first hole in a series of holes designed to test for eastern extensions of the Railway Prospect mineralisation between the discovery line 673080mE and the tenement boundary approximately 1000 to 1200 metres east of the discovery line.
COMMENT
The Directors are highly encouraged by this result. This new intersection in an untested area is both thick (40m) and at shallow depth. The drill result indicates a strike continuity of iron ore mineralisation of at least 1000 m east west.
The result supports a target potential of 100 million tonnes of in-situ Marra Mamba mineralisation which has been identified by consultants Prodemas International Limited who are preparing an economic evaluation of the Railway Prospect.
Diamond drilling is continuing.
Please direct enquiries to:
Matthew Hogan - Phone (08) 9481 0911 Barry Fehlberg - Phone (08) 9481 0911
Chief Executive Officer / Director Executive Director Exploration"
PILBARA IRON ORE PROJECT
VISUAL INSPECTION INDICATES 40 METRES OF SIGNIFICANT MARRA MAMBA IRON ORE MINERALISATION IN DIAMOND DRILL HOLE UI 199 LOCATED 800 METRES EAST OF RAILWAY DISCOVERY
THE RESULT SUPPORTS A TARGET POTENTIAL OF 100 MILLION TONNES OF IN-SITU MARRA MAMBA MINERALISATION AT THE RAILWAY PROSPECT
HIGHLIGHTS
The Company is pleased to announce that diamond drill hole UI 199, located 800 metres east of
UI 038, has intersected 40metres of significant visual Marra Mamba iron ore mineralisation between 40 and 80 metres vertical depth. The hole was completed at 81m ending in BIF. Assays are awaited.
This is the first hole in a series of holes designed to test for eastern extensions of the Railway Prospect mineralisation between the discovery line 673080mE and the tenement boundary approximately 1000 to 1200 metres east of the discovery line.
COMMENT
The Directors are highly encouraged by this result. This new intersection in an untested area is both thick (40m) and at shallow depth. The drill result indicates a strike continuity of iron ore mineralisation of at least 1000 m east west.
The result supports a target potential of 100 million tonnes of in-situ Marra Mamba mineralisation which has been identified by consultants Prodemas International Limited who are preparing an economic evaluation of the Railway Prospect.
Diamond drilling is continuing.
Please direct enquiries to:
Matthew Hogan - Phone (08) 9481 0911 Barry Fehlberg - Phone (08) 9481 0911
Chief Executive Officer / Director Executive Director Exploration"
Technical Report2008/näheres zu Baffinlands langfristigen Plänen
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
recht frisch, das sind zwar kleine Längen, aber verdammt,
bei DERartigen Werten und derzeit geringer Bewertung
könnte/sollte sich ein genauerer Blick schon lohnen!?!
(kann dazu -zu dem Wert- nichts genaueres sagen,
die Liste ist einfach viel, viel zu lang,
um bei allen Werten im Bilde zu stehen,
trotzdem mach ich das bewusst -so umfangreich-)
Ppeye
"Significant uranium assay results from recent RC drilling at the Liberator prospect within the Shoobridge (NT) project include:
-3m @ 6.05% (133 lb/t ) U3O8 from 39m including 1m @ 18.1% (399 lb/t) U3O8 from 40m
-6m@ 1.34% (29 lb/t) U3O8 from 19m including 1m @ 4.99% (110 lb/t) U3O8 from 21m
Mineralogy comprises uraninite (pitchblende uranium oxide) and torbernite (copper uranium phosphate)
Diversified mining and exploration company Haddington Resources Ltd (ASX:HDN) is pleased to announce better than expected uranium findings at Liberator on its Shoobridge project, located 200 km south of Darwin and comprising eight granted tenements totalling approximately 345 km2.
Haddington Managing Director Colin McCavana said, Haddington is extremely excited by the potential of the Liberator Prospect and surrounding Shoobridge Project to host high grade uranium resources for future development.
The results, including 1m at 18.1% U3O8 from 40m, are truly spectacular, possibly the best reported in Australia for decades, Mr McCavana said.
In December 2007, Haddington completed its reverse circulation (RC) drilling program (18 holes for 920m) at the Liberator uranium prospect, which forms part of the Shoobridge project. Spectrometer measurements from the RC drill cuttings indicated two significant zones of uranium mineralization, each of approximately 3m downhole length.
Chemical analysis of the drill cuttings confirmed high grade uranium mineralisation with 3m @ 6.05% U3O8 from 39m, including 1m @ 18.1% U3O8 from 40m."
bei DERartigen Werten und derzeit geringer Bewertung
könnte/sollte sich ein genauerer Blick schon lohnen!?!
(kann dazu -zu dem Wert- nichts genaueres sagen,
die Liste ist einfach viel, viel zu lang,
um bei allen Werten im Bilde zu stehen,
trotzdem mach ich das bewusst -so umfangreich-)
P
peye"Significant uranium assay results from recent RC drilling at the Liberator prospect within the Shoobridge (NT) project include:
-3m @ 6.05% (133 lb/t ) U3O8 from 39m including 1m @ 18.1% (399 lb/t) U3O8 from 40m
-6m@ 1.34% (29 lb/t) U3O8 from 19m including 1m @ 4.99% (110 lb/t) U3O8 from 21m
Mineralogy comprises uraninite (pitchblende uranium oxide) and torbernite (copper uranium phosphate)
Diversified mining and exploration company Haddington Resources Ltd (ASX:HDN) is pleased to announce better than expected uranium findings at Liberator on its Shoobridge project, located 200 km south of Darwin and comprising eight granted tenements totalling approximately 345 km2.
Haddington Managing Director Colin McCavana said, Haddington is extremely excited by the potential of the Liberator Prospect and surrounding Shoobridge Project to host high grade uranium resources for future development.
The results, including 1m at 18.1% U3O8 from 40m, are truly spectacular, possibly the best reported in Australia for decades, Mr McCavana said.
In December 2007, Haddington completed its reverse circulation (RC) drilling program (18 holes for 920m) at the Liberator uranium prospect, which forms part of the Shoobridge project. Spectrometer measurements from the RC drill cuttings indicated two significant zones of uranium mineralization, each of approximately 3m downhole length.
Chemical analysis of the drill cuttings confirmed high grade uranium mineralisation with 3m @ 6.05% U3O8 from 39m, including 1m @ 18.1% U3O8 from 40m."
In ähnlicher Form hatte ich das ja schon vor einer Weile
geschrieben, ich bin mir jetzt nicht wirklich sicher,
ob sich die 325-390Mio t auf das mineralisierte Gestein,
oder sogar dirket auf das Eisen beziehen,
in dem Falle wäre es nochmal fast doppelt so interessant.
Auf jeden Fall zumindest eine interessante Spekulation,
wenn ich rausbekomme, auf was sich die Zahlen nun genau
beziehen, poste ichs hier nochmal.
"Posted on February 20th, 2008
There has been much news recently of major iron ore discoveries in Western Australia’s Pilbara - particularly from Rio Tinto (highlighted in March IM) and Fortescue Metals Group (FMG - to be an Operations Focus in IM April). Now Flinders Diamonds reports that “the recent hike in global iron ore prices - combined with its WA prospect sandwiched between recent Rio Tinto and FMG iron ore discoveries - has enhanced the prospects of its Hamersley Project.”The Adelaide-based explorer said today that technical evidence provided the company with confidence that the style of the new Rio Tinto iron ore discovery announced on February 7 and the Fortescue mineralisation announced last November had a high chance(?!) of repetition in Flinders Diamonds’ acreage.
The new Rio discovery, Caliwingina North, is about 10 km to the northwest of Flinders’ Pilbara iron ore holding while the FMG Serenity discovery, is on the south and southeast perimeters of Flinders’ 100%-owned E47/882 tenement area. “The new discoveries are major Channel Iron Deposits (CID) and, as we are located between them, they quite clearly now enhance the prospectivity of our target drilling zone,” Flinders Diamonds’ Managing Director, Dr Kevin Wills, said.
“Rising iron ore prices have also increased the chances of tapping the iron ore wealth of Flinders’ Hamersley iron project for shareholders,” he said. “In some areas, the mineralised channels of iron ore do extend into our property. Our intention is to now rapidly develop our Hamersley project as there is existing export infrastructure in the region and global iron ore prices are remaining strong.”
Dr Wills said Flinders was actively preparing for its 2008 drilling programme within E47/882, to test its resource targets in light of the exciting nearby recent Rio Tinto and FMG CID discoveries. “We have been discussing our drilling requirements with several contractors and it is anticipated a four to six month contract will be let for the job. Quotations for iron ore assays from several laboratories are being pursued with an aim of achieving the fastest assay turnaround time possible,” he said.
Flinders has compiled Heritage survey data which is ready to be submitted for site clearances over the next two to three months. Data to submit to DOIR for work program approvals has also been prepared. Progress has been made in engaging a Flinders Diamonds iron ore geological team for the 2008 field season. The procurement of supplies and equipment for construction of the field camp and access roads has also commenced.
Flinders’ Hamersley project is estimated to contain an iron ore target of between 325-390 Mt of iron ore.
Rio Tinto announced earlier this month that the Caliwingina North CID discovery had an Inferred Resource of 875 Mt. Dr Wills said FMG’s recent CID discoveries at Serenity and Solomon totalled a further 1,700 Mt of Inferred resource."
geschrieben, ich bin mir jetzt nicht wirklich sicher,
ob sich die 325-390Mio t auf das mineralisierte Gestein,
oder sogar dirket auf das Eisen beziehen,
in dem Falle wäre es nochmal fast doppelt so interessant.
Auf jeden Fall zumindest eine interessante Spekulation,
wenn ich rausbekomme, auf was sich die Zahlen nun genau
beziehen, poste ichs hier nochmal.
"Posted on February 20th, 2008
There has been much news recently of major iron ore discoveries in Western Australia’s Pilbara - particularly from Rio Tinto (highlighted in March IM) and Fortescue Metals Group (FMG - to be an Operations Focus in IM April). Now Flinders Diamonds reports that “the recent hike in global iron ore prices - combined with its WA prospect sandwiched between recent Rio Tinto and FMG iron ore discoveries - has enhanced the prospects of its Hamersley Project.”The Adelaide-based explorer said today that technical evidence provided the company with confidence that the style of the new Rio Tinto iron ore discovery announced on February 7 and the Fortescue mineralisation announced last November had a high chance(?!) of repetition in Flinders Diamonds’ acreage.
The new Rio discovery, Caliwingina North, is about 10 km to the northwest of Flinders’ Pilbara iron ore holding while the FMG Serenity discovery, is on the south and southeast perimeters of Flinders’ 100%-owned E47/882 tenement area. “The new discoveries are major Channel Iron Deposits (CID) and, as we are located between them, they quite clearly now enhance the prospectivity of our target drilling zone,” Flinders Diamonds’ Managing Director, Dr Kevin Wills, said.
“Rising iron ore prices have also increased the chances of tapping the iron ore wealth of Flinders’ Hamersley iron project for shareholders,” he said. “In some areas, the mineralised channels of iron ore do extend into our property. Our intention is to now rapidly develop our Hamersley project as there is existing export infrastructure in the region and global iron ore prices are remaining strong.”
Dr Wills said Flinders was actively preparing for its 2008 drilling programme within E47/882, to test its resource targets in light of the exciting nearby recent Rio Tinto and FMG CID discoveries. “We have been discussing our drilling requirements with several contractors and it is anticipated a four to six month contract will be let for the job. Quotations for iron ore assays from several laboratories are being pursued with an aim of achieving the fastest assay turnaround time possible,” he said.
Flinders has compiled Heritage survey data which is ready to be submitted for site clearances over the next two to three months. Data to submit to DOIR for work program approvals has also been prepared. Progress has been made in engaging a Flinders Diamonds iron ore geological team for the 2008 field season. The procurement of supplies and equipment for construction of the field camp and access roads has also commenced.
Flinders’ Hamersley project is estimated to contain an iron ore target of between 325-390 Mt of iron ore.
Rio Tinto announced earlier this month that the Caliwingina North CID discovery had an Inferred Resource of 875 Mt. Dr Wills said FMG’s recent CID discoveries at Serenity and Solomon totalled a further 1,700 Mt of Inferred resource."
Prasentation
www.flindersdiamonds.com/announcementspdf/asxAnnouncements/a…
Wenn ich mir mal überlege, daß das schon mindestens seit Mitte
November klar war, und mir dann die Kursentwicklung angucke
-schon ärgerlich.
Die Gebiete in der Umgebung sind jedenfalls schon allererste Sahne,
aber es bleibt -bisher- eine Spekulation.
Wenn es interessiert, es soll zum 4tenQ 08
eine Inferred-Resource nachgewiesen werden.
Ich hab keine Ahnung, wie man hier Grafiken reinkopiert,
auf Seite 7 der Präsentation wäre jedenfalls
der geplante weitere Ablauf zum besagten Projekt zu sehen.
Dem "Timetable" nach müsste es etwa Anfang Mai -rein in den
November richtig, richtig spannend werden
+je später desto interessanter, da es in Phase3 um die
"Infill"-Bohrungen geht.
(also erstmal die Resource von aussen rum versuchen zu definieren
+einzugrenzen -um dann (Phase3) immer weiter ins Zentrum
vorzudringen, um den Körper komplett zu definieren)
Wenn sich das tatsächlich bestätigen sollte,
dann dürfte das zuletzt wahrscheinlich erst der Anfang einer
beeindruckenden langfristigen Entwicklung gewesen sein.
Popeye
www.flindersdiamonds.com/announcementspdf/asxAnnouncements/a…
Wenn ich mir mal überlege, daß das schon mindestens seit Mitte
November klar war, und mir dann die Kursentwicklung angucke
-schon ärgerlich.
Die Gebiete in der Umgebung sind jedenfalls schon allererste Sahne,
aber es bleibt -bisher- eine Spekulation.
Wenn es interessiert, es soll zum 4tenQ 08
eine Inferred-Resource nachgewiesen werden.
Ich hab keine Ahnung, wie man hier Grafiken reinkopiert,
auf Seite 7 der Präsentation wäre jedenfalls
der geplante weitere Ablauf zum besagten Projekt zu sehen.
Dem "Timetable" nach müsste es etwa Anfang Mai -rein in den
November richtig, richtig spannend werden
+je später desto interessanter, da es in Phase3 um die
"Infill"-Bohrungen geht.
(also erstmal die Resource von aussen rum versuchen zu definieren
+einzugrenzen -um dann (Phase3) immer weiter ins Zentrum
vorzudringen, um den Körper komplett zu definieren)
Wenn sich das tatsächlich bestätigen sollte,
dann dürfte das zuletzt wahrscheinlich erst der Anfang einer
beeindruckenden langfristigen Entwicklung gewesen sein.
Popeye
Schon 1, 2 Wochen alt.
Quinto Mining konnte zuletzt mit einem geupdatetem
NI 43-101 Report aufwarten.
Konnten sich gut erholen und haben nach einer davor sehr schwachen Entwicklung wieder den Gang nach oben angetreten,
ich glaube die waren zuletzt auch in Kanada einige Tage
einer der(am Multiple zum langfristigen durchschnittlichen
Umsatz gemessen) der mit am meisten gehandelten Werte.
Vor gut einem Monat wurde auch eine Finanzierungsrunde
durchgeführt(was ich ja glaube ich auch gepostet hatte).
Interessant daran fand ich, daß sich daran nicht nur
-wie geschrieben- 'Aberdeen International', sondern auch
'Consolidated Thompson Iron' mit ebenfalls 5.000.000 Einheiten
dran beteiligt hat, war mir bsher unbekannt.
Die Resource sollte erstmal eine sehr schöne Ausgangsbasis
sein, sehr sehr schöne Längen, bei den Graden war ziemlich klar,
daß das nicht in den absolut hochgradigen Bereich geht.
Irgendwo auf der Website, in der "Investor Area", oder
wie auch immer, glaube bei den 'Media Articles' sind einige
Kommentare +Bemerkungen zu sehen, die klarmachen, daß
-zumindest potenziell- die Phantasie noch einige Luft nach
oben hergibt.
Eine schöne Basis, interessamter Wert denke ich,
allerdings werden die Kosten -wie glaube vom CEO angemerkt-
um das in Produktion zu bringen, derart hoch ausfallen,
daß das von Quinto alleine annähernd sicher nicht zu stemmen ist.
...aber wahrscheinlich hat das mit Aberdeen
International +Consolidated Thomson Iron auch ein klein
bisschen was zu sagen.
(nächstes Resource-Update lässt auch nicht mehr lange
auf sich warten -mit 12 Löchern dürfte da schon ein bisschen was möglich sein, für genauere Spekulationen diesbezüglich müsste
man sich mal die Karten +bisherigen Ergebnisse genau angucken,
um das einigermassen in Relation zu stellen)
Die News:
"February 05, 2008
Quinto receives updated NI 43-101 report increasing tonnage by 20% at Peppler Lake Lamelee deposit expected to exceed Peppler Lake in size and grade
Vancouver, BC, February 5, 2008 --Quinto Mining has received the National Instrument 43-101 (NI 43-101) technical report on its Peppler Lake deposit. In addition to the increased tonnage to 302 million tonnes, 12 remaining holes are expected shortly which we anticipate will increase the tonnage further. In addition Quinto has received results on six diamond drill holes which were completed on the Lamelee deposit in the fall of 2007.
Quinto's President, Tyrone Docherty states, "We are thrilled with the results of this technical report. The additional tonnage at Peppler Lake and the upcoming Mineral Resource estimate on the Lamelee Deposit should demonstrate a world class iron resource(?! -aber nicht ganz uninteressant, das er 'should', nicht 'could' meint) that together with the metallurgical testwork will support the preparation of a scoping study this summer for the Peppler Lake Deposit. We expect to complete the definition drilling of Lamelee in 2008 and are targeting completion of the Pre-Feasibility Study on the combined project in 2009. Exploration drilling will also be carried out in 2008 on the additional satellite properties close to Peppler."
Lamelee is located about 10 km from the Peppler deposit, and is the most interesting of the Peppler Lake satellite properties. 16 holes were drilled in 2007 on the Lamelee property for a total of 4053 meters, 7 of which have been publicly disseminated on October 2/2007. Quinto will release the results for the three remaining holes totalling 849 metres once they are available. Quinto anticipates receiving a NI 43-101 report with an inferred resource estimate for Lamelee in April 2008. Infill and definition drilling will commence in the spring of 2008. The anticipated resource will facilitate our ability to proceed with mine planning and a feasibility study.
As is typical of most of the holes drilled in Lamelee, the iron formation is nearly continuous from surface to considerable depth. It should be noted the Lamelee deposit is essentially a low mountain, so the deposit is ideally situated for open pit mining and the strip ratio should be extremely low.
The current results in the table below and the previously released results from 7 holes indicate that almost all of the Lamelee drill holes are indicating exceptionally long intersections and the grades are all above the norm for the mines in the area. The tonnage potential for the Lamelee property is now expected to exceed the tonnage and grade of the Peppler Lake property. The Lamelee drill hole plan will be published on the Quinto website at www.quintomining.com.
Hole number
from (m)
to (m)
length (m)
Fe%
L-4-07
3
342
339
30.68
L-7-07*
3
222
219
33.17
L-16-0
3
255
252
30.76
L-18-07
3
315
312
29.68
L-24-07
3
345
342
30.16
L-25-07 **
3
250
247
31.51
* 3 sample intervals unavailable
** 1 sample interval unavailable
43-101 received and shows increased tonnage with further potential tonnage expected
Quinto Mining has received the NI 43-101 technical report on its Peppler Lake deposit from the well known and internationally recognized geological and engineering firm Watts, Griffis and McOuat (WGM) of Toronto, Canada.
WGM prepared a Mineral Resource estimate showing a total of 302 million tonnes classified as indicated and grading 28.47% Fe, for Quinto's 100% owned, main Peppler Lake iron ore deposit. This report is based on infill drilling and confirmatory twin drill holes, conducted by Quinto in 2006 and continuing through to early 2007, together with historical drill results from work performed by Quebec Cartier Mining Company in 1955-56.
Quinto continues to receive assay results from its fall 2007 drill program and anticipates providing an updated Peppler Lake Mineral Resource estimate in the first half of 2008. This program included extensive infill drilling and drilling of extensions on the Peppler Lake Deposit and is expected to show a substantial increase in the resource. Quinto drilled a total of 2045 metres at Peppler Lake. The company is waiting to receive the results of 12 more holes totalling 1245 metres. More infill drilling and definition drilling is planned to start in the spring of 2008 for the Peppler deposit extensions. Finally, a full metallurgical test program is currently under way on Peppler Lake composites and drill core at Midland Research Center in Minnesota.
The Peppler Lake deposit and its satellite properties Lamelee, Lac Jean, and Hobdad Lake are located on the southern end of the Quebec-Labrador trough iron formation. These deposits are adjacent to the north-south highway from Baie Comeau to Wabush and a main Quebec Hydro powerline. The Fire Lake Deposit located approximately 15 km from Peppler Lake, is currently being mined and iron ore is being shipped to the Mont-Wright mill by railroad.
R. J. Nethery P. Eng. is the qualified person for the Peppler Lake project.
About the Company
Quinto Mining Corporation (QU) is a junior mining exploration development company with two advanced projects in the Province of Quebec. The Peppler Lake Iron Ore project is located in the Mont-Wright region of North Central, Quebec, approximately half way between the mining towns of Gagnon and Fermont. The Lac Gueret graphite project is located 300km North Northwest of Baie Comeau along the Southwest shore of Reservoir Manicouagan. Further information is available at www.quintomining.com
Forward Looking Information
Certain information regarding the Company set forth in this press release, including the use of proceeds, and management's assessment of the Company's future plans and operations contain forward looking information that involve substantial known and unknown risks and uncertainties. The forward looking information is subject to numerous risks and uncertainties, some of which are beyond the Company's and management's control, including but not limited to, the impact of general economic conditions, industry conditions, fluctuation of commodity prices, fluctuation of foreign exchange rates, imperfection of reserve estimates, environmental risks, industry competition, availability of qualified personnel and management, stock market volatility, timely and cost effective access to sufficient capital from internal and external sources. The Company's actual results, performance or achievement could differ materially from those expressed in or implied by, the forward looking information and accordingly, no assurance can be given that any of the events anticipated to occur or transpire form the forward looking information will provide any benefits to the Company.
For further information please contact:
Frank Chaid:
Quinto Mining
(604) 952-0900
quinto@dccnet.com
www.quintomining.com
Elric Martinez
Lippert/Heilshorn & Associates, Inc.
(212) 838-3777
emartinez@lhai.com"
Quinto Mining konnte zuletzt mit einem geupdatetem
NI 43-101 Report aufwarten.
Konnten sich gut erholen und haben nach einer davor sehr schwachen Entwicklung wieder den Gang nach oben angetreten,
ich glaube die waren zuletzt auch in Kanada einige Tage
einer der(am Multiple zum langfristigen durchschnittlichen
Umsatz gemessen) der mit am meisten gehandelten Werte.
Vor gut einem Monat wurde auch eine Finanzierungsrunde
durchgeführt(was ich ja glaube ich auch gepostet hatte).
Interessant daran fand ich, daß sich daran nicht nur
-wie geschrieben- 'Aberdeen International', sondern auch
'Consolidated Thompson Iron' mit ebenfalls 5.000.000 Einheiten
dran beteiligt hat, war mir bsher unbekannt.
Die Resource sollte erstmal eine sehr schöne Ausgangsbasis
sein, sehr sehr schöne Längen, bei den Graden war ziemlich klar,
daß das nicht in den absolut hochgradigen Bereich geht.
Irgendwo auf der Website, in der "Investor Area", oder
wie auch immer, glaube bei den 'Media Articles' sind einige
Kommentare +Bemerkungen zu sehen, die klarmachen, daß
-zumindest potenziell- die Phantasie noch einige Luft nach
oben hergibt.
Eine schöne Basis, interessamter Wert denke ich,
allerdings werden die Kosten -wie glaube vom CEO angemerkt-
um das in Produktion zu bringen, derart hoch ausfallen,
daß das von Quinto alleine annähernd sicher nicht zu stemmen ist.
...aber wahrscheinlich hat das mit Aberdeen
International +Consolidated Thomson Iron auch ein klein
bisschen was zu sagen.
(nächstes Resource-Update lässt auch nicht mehr lange
auf sich warten -mit 12 Löchern dürfte da schon ein bisschen was möglich sein, für genauere Spekulationen diesbezüglich müsste
man sich mal die Karten +bisherigen Ergebnisse genau angucken,
um das einigermassen in Relation zu stellen)
Die News:
"February 05, 2008
Quinto receives updated NI 43-101 report increasing tonnage by 20% at Peppler Lake Lamelee deposit expected to exceed Peppler Lake in size and grade
Vancouver, BC, February 5, 2008 --Quinto Mining has received the National Instrument 43-101 (NI 43-101) technical report on its Peppler Lake deposit. In addition to the increased tonnage to 302 million tonnes, 12 remaining holes are expected shortly which we anticipate will increase the tonnage further. In addition Quinto has received results on six diamond drill holes which were completed on the Lamelee deposit in the fall of 2007.
Quinto's President, Tyrone Docherty states, "We are thrilled with the results of this technical report. The additional tonnage at Peppler Lake and the upcoming Mineral Resource estimate on the Lamelee Deposit should demonstrate a world class iron resource(?! -aber nicht ganz uninteressant, das er 'should', nicht 'could' meint) that together with the metallurgical testwork will support the preparation of a scoping study this summer for the Peppler Lake Deposit. We expect to complete the definition drilling of Lamelee in 2008 and are targeting completion of the Pre-Feasibility Study on the combined project in 2009. Exploration drilling will also be carried out in 2008 on the additional satellite properties close to Peppler."
Lamelee is located about 10 km from the Peppler deposit, and is the most interesting of the Peppler Lake satellite properties. 16 holes were drilled in 2007 on the Lamelee property for a total of 4053 meters, 7 of which have been publicly disseminated on October 2/2007. Quinto will release the results for the three remaining holes totalling 849 metres once they are available. Quinto anticipates receiving a NI 43-101 report with an inferred resource estimate for Lamelee in April 2008. Infill and definition drilling will commence in the spring of 2008. The anticipated resource will facilitate our ability to proceed with mine planning and a feasibility study.
As is typical of most of the holes drilled in Lamelee, the iron formation is nearly continuous from surface to considerable depth. It should be noted the Lamelee deposit is essentially a low mountain, so the deposit is ideally situated for open pit mining and the strip ratio should be extremely low.
The current results in the table below and the previously released results from 7 holes indicate that almost all of the Lamelee drill holes are indicating exceptionally long intersections and the grades are all above the norm for the mines in the area. The tonnage potential for the Lamelee property is now expected to exceed the tonnage and grade of the Peppler Lake property. The Lamelee drill hole plan will be published on the Quinto website at www.quintomining.com.
Hole number
from (m)
to (m)
length (m)
Fe%
L-4-07
3
342
339
30.68
L-7-07*
3
222
219
33.17
L-16-0
3
255
252
30.76
L-18-07
3
315
312
29.68
L-24-07
3
345
342
30.16
L-25-07 **
3
250
247
31.51
* 3 sample intervals unavailable
** 1 sample interval unavailable
43-101 received and shows increased tonnage with further potential tonnage expected
Quinto Mining has received the NI 43-101 technical report on its Peppler Lake deposit from the well known and internationally recognized geological and engineering firm Watts, Griffis and McOuat (WGM) of Toronto, Canada.
WGM prepared a Mineral Resource estimate showing a total of 302 million tonnes classified as indicated and grading 28.47% Fe, for Quinto's 100% owned, main Peppler Lake iron ore deposit. This report is based on infill drilling and confirmatory twin drill holes, conducted by Quinto in 2006 and continuing through to early 2007, together with historical drill results from work performed by Quebec Cartier Mining Company in 1955-56.
Quinto continues to receive assay results from its fall 2007 drill program and anticipates providing an updated Peppler Lake Mineral Resource estimate in the first half of 2008. This program included extensive infill drilling and drilling of extensions on the Peppler Lake Deposit and is expected to show a substantial increase in the resource. Quinto drilled a total of 2045 metres at Peppler Lake. The company is waiting to receive the results of 12 more holes totalling 1245 metres. More infill drilling and definition drilling is planned to start in the spring of 2008 for the Peppler deposit extensions. Finally, a full metallurgical test program is currently under way on Peppler Lake composites and drill core at Midland Research Center in Minnesota.
The Peppler Lake deposit and its satellite properties Lamelee, Lac Jean, and Hobdad Lake are located on the southern end of the Quebec-Labrador trough iron formation. These deposits are adjacent to the north-south highway from Baie Comeau to Wabush and a main Quebec Hydro powerline. The Fire Lake Deposit located approximately 15 km from Peppler Lake, is currently being mined and iron ore is being shipped to the Mont-Wright mill by railroad.
R. J. Nethery P. Eng. is the qualified person for the Peppler Lake project.
About the Company
Quinto Mining Corporation (QU) is a junior mining exploration development company with two advanced projects in the Province of Quebec. The Peppler Lake Iron Ore project is located in the Mont-Wright region of North Central, Quebec, approximately half way between the mining towns of Gagnon and Fermont. The Lac Gueret graphite project is located 300km North Northwest of Baie Comeau along the Southwest shore of Reservoir Manicouagan. Further information is available at www.quintomining.com
Forward Looking Information
Certain information regarding the Company set forth in this press release, including the use of proceeds, and management's assessment of the Company's future plans and operations contain forward looking information that involve substantial known and unknown risks and uncertainties. The forward looking information is subject to numerous risks and uncertainties, some of which are beyond the Company's and management's control, including but not limited to, the impact of general economic conditions, industry conditions, fluctuation of commodity prices, fluctuation of foreign exchange rates, imperfection of reserve estimates, environmental risks, industry competition, availability of qualified personnel and management, stock market volatility, timely and cost effective access to sufficient capital from internal and external sources. The Company's actual results, performance or achievement could differ materially from those expressed in or implied by, the forward looking information and accordingly, no assurance can be given that any of the events anticipated to occur or transpire form the forward looking information will provide any benefits to the Company.
For further information please contact:
Frank Chaid:
Quinto Mining
(604) 952-0900
quinto@dccnet.com
www.quintomining.com
Elric Martinez
Lippert/Heilshorn & Associates, Inc.
(212) 838-3777
emartinez@lhai.com"
neuer Wert: Novawest Resources
Ich schätze mal einige werden Ihn -dummerweise- schon kennen,
wurden, wie mir bisher scheint, seit ab etwa Mitte2003
als ein riesen, riesen Hoffnungsträger gesehen
...was bisher wohl nicht wirklich berechtigt war.
Ich werd mir dazu mal noch einiges angucken,
bei den hier eingebrachten heisst das nicht prinzipiell,
daß das keine spekulativen -hin Zockerwerte sein können,
allerdings -wenn ich den Eindruck habe-, schreib ich das
mit dazu, +es dürfte auch nur ein verhältnismässig
sehr sehr kleiner Anteil sein,
zudem sollte man ja schon voraussetzen, daß man sich das
Unternehmen vor einer möglichen Investition sehr viel genauer betrachtet.
Also die hier würden erst mal 'auf Bewährung' reinkommen,
dann mal weiterschauen.
Werde mal versuchen einen besseren Einblick/Gefühl für
die Historie Entwicklung des Unternehmens zu bekommen.
Werde demnächst mal wieder die Auflistung updaten.
(eine Performanceentwicklung aller genannten Werte
wäre -auf lange Sicht- mal absolut interessant,
aber wohl leider unrealisierbar, ich würde eine Menge drauf geben,
das sich das -in relation zur Menge der Werte- längerfristig
richtig stark entwickelt)
Ich schätze mal einige werden Ihn -dummerweise- schon kennen,
wurden, wie mir bisher scheint, seit ab etwa Mitte2003
als ein riesen, riesen Hoffnungsträger gesehen
...was bisher wohl nicht wirklich berechtigt war.
Ich werd mir dazu mal noch einiges angucken,
bei den hier eingebrachten heisst das nicht prinzipiell,
daß das keine spekulativen -hin Zockerwerte sein können,
allerdings -wenn ich den Eindruck habe-, schreib ich das
mit dazu, +es dürfte auch nur ein verhältnismässig
sehr sehr kleiner Anteil sein,
zudem sollte man ja schon voraussetzen, daß man sich das
Unternehmen vor einer möglichen Investition sehr viel genauer betrachtet.
Also die hier würden erst mal 'auf Bewährung' reinkommen,
dann mal weiterschauen.
Werde mal versuchen einen besseren Einblick/Gefühl für
die Historie Entwicklung des Unternehmens zu bekommen.
Werde demnächst mal wieder die Auflistung updaten.
(eine Performanceentwicklung aller genannten Werte
wäre -auf lange Sicht- mal absolut interessant,
aber wohl leider unrealisierbar, ich würde eine Menge drauf geben,
das sich das -in relation zur Menge der Werte- längerfristig
richtig stark entwickelt)
Trotz guter Ergebnisse zuletzt, stell ich noch rein,
hat DMC zuletzt merklich abgegeben, der Grund dürfte sein:
im DRC stehen seit kurzem einige(die meisten??) Lizenzen
"under Review".
Sprich, man würde, glaube ich, im schlechtesten Falle
vertragsrechtlich wieder so gut wie von Null anfangen,
ich weiss nicht, wie es da bei DMC aussieht,
werde aber mal versuchen wen danach zu fragen
+mich schlau zu machen.
Im schlimmsten Falle könnte das wirklich total bitter sein,
aber davon würde ich erstmal noch nicht ausgehen.
hat DMC zuletzt merklich abgegeben, der Grund dürfte sein:
im DRC stehen seit kurzem einige(die meisten??) Lizenzen
"under Review".
Sprich, man würde, glaube ich, im schlechtesten Falle
vertragsrechtlich wieder so gut wie von Null anfangen,
ich weiss nicht, wie es da bei DMC aussieht,
werde aber mal versuchen wen danach zu fragen
+mich schlau zu machen.
Im schlimmsten Falle könnte das wirklich total bitter sein,
aber davon würde ich erstmal noch nicht ausgehen.
Ich werd ab jetzt noch anfangen ein virtuelles Depot
zu führen, mit dem ich einfach -nachvollziehbar-
belegen will, daß (speziell im Rohstoffsektor)
auf lange Sicht möglich ist eine Menge zu verdienen.
(+nicht nur alles sinnloses Gezocke und dergleichen)
Irgendwann mach ich dafür wahrsch. einen
eigenständigen Thread auf.
Ich weiss noch nicht genau, wie ich es damit halten
will aber in etwa grobe Regeln:
prinzipiell kann alles gehandelt werden was möglich ist,
aber in der Hauptsache wird der Fokus auf dem Rohstoff-
und Energiesektor, speziell im Explorationsbereich liegen.
Anlagehorizont ist i.d. Regel ziemlich langfristig
(wohl 1-3 Jahre +aufwärts), getradet werden kann,
wird aber wahrsch. fast nie vorkommen, von der Anzahl der
Werte soll es nicht zu sehr ausschweifen, ich würde mal
fürs 1ste an ein Maximum von 5-10 Werten denken,
Strategie(u.a.): aussichtsreiche Werte -versuchen-
speziell auch recht "billig"/preiswert aufzunehmen.
Ziel: irgendwann mal in ferner Zukunft eine Ver10fachung
des Gesamteinsatzes,
obs funktioniert? -keine Ahnung.
erste 3 Aufnahmen:
-Mosquito Consolidated 13.513St, Wert 14.999,43 E
-Carnavale Resources 41.666St, Wert 9.999,84 E
-Stonehenge Metals 52.631St, Wert 9.999,89 E
anfänglicher Einsatz: von 100.000 E.
Resteinsatz: 65.000,84 E.
Wens nicht interessiert -lässt sich nicht ändern.
Ppeye
zu führen, mit dem ich einfach -nachvollziehbar-
belegen will, daß (speziell im Rohstoffsektor)
auf lange Sicht möglich ist eine Menge zu verdienen.
(+nicht nur alles sinnloses Gezocke und dergleichen)
Irgendwann mach ich dafür wahrsch. einen
eigenständigen Thread auf.
Ich weiss noch nicht genau, wie ich es damit halten
will aber in etwa grobe Regeln:
prinzipiell kann alles gehandelt werden was möglich ist,
aber in der Hauptsache wird der Fokus auf dem Rohstoff-
und Energiesektor, speziell im Explorationsbereich liegen.
Anlagehorizont ist i.d. Regel ziemlich langfristig
(wohl 1-3 Jahre +aufwärts), getradet werden kann,
wird aber wahrsch. fast nie vorkommen, von der Anzahl der
Werte soll es nicht zu sehr ausschweifen, ich würde mal
fürs 1ste an ein Maximum von 5-10 Werten denken,
Strategie(u.a.): aussichtsreiche Werte -versuchen-
speziell auch recht "billig"/preiswert aufzunehmen.
Ziel: irgendwann mal in ferner Zukunft eine Ver10fachung
des Gesamteinsatzes,
obs funktioniert? -keine Ahnung.
erste 3 Aufnahmen:
-Mosquito Consolidated 13.513St, Wert 14.999,43 E
-Carnavale Resources 41.666St, Wert 9.999,84 E
-Stonehenge Metals 52.631St, Wert 9.999,89 E
anfänglicher Einsatz: von 100.000 E.
Resteinsatz: 65.000,84 E.
Wens nicht interessiert -lässt sich nicht ändern.
P
peye
Dazu kommt heute noch zu 10.000E (und Kurs: 0,10 E)
'Central Petroleum',verrechne ich nachher, muss jetzt los.
'Central Petroleum',verrechne ich nachher, muss jetzt los.
"25/02/08. Open Briefing. Atlas Iron. Production and Export of DSO"
www.corporatefile.com.au/documents/OB/Production%20and%20Exp…
www.corporatefile.com.au/documents/OB/Production%20and%20Exp…
Bin mir zwar nicht ganz sicher, ob jetzt der optimale
Zeitpunkt wäre, aber weitere Langfristaufnahme:
27.700 Longviews zu 0,361 E für 9999,7 E.
(hätte sie lieber noch mind. 5 Cents billiger bekommen,
aber was solls)
Komplett verrechnet wird nachher, hatte ich gestern vergessen.
Zeitpunkt wäre, aber weitere Langfristaufnahme:
27.700 Longviews zu 0,361 E für 9999,7 E.
(hätte sie lieber noch mind. 5 Cents billiger bekommen,
aber was solls)
Komplett verrechnet wird nachher, hatte ich gestern vergessen.
War mir nicht ganz sicher, ob ich größeren Wert auf
spezielle Diversifikation legen sollte,
aber ich pfeiff drauf -einfach weil ichs sonst auch tue.
(wobei die auch gar nicht so schlecht ist)
Werden in der Regel auch Werte sein, die nicht in der
"most Wanted Liste" auftauchen, absichtlich.
Der Fokus wird sogar sehr bewusst auf Werten liegen, die möglichst
noch nicht entdeckt sind/sich gerade "auskotzen"/
an Denen aktuell kein Interesse besteht, bei Denen Anleger vielleicht sogar gerade "rausflüchten"... und ähnlichem.
davor:
-Mosquito Consolidated 13.513St, Wert 14.999,43 E
-Carnavale Resources 41.666St, Wert 9.999,84 E
-Stonehenge Metals 52.631St, Wert 9.999,89 E
-Central Petroleum 100.000St, Wert 10.000,00 E
-Longview Capital 27.000St, Wert 9999,70 E.
_____________________________________________________
-Mosquito Consolidated 4504St Wert 4999,44 E
Muss sein, um ein bisschen Platz zu machen,
hatte überlegt mit Gewichtungen zu arbeiten,
so ist es jetzt vielleicht etwas repräsentativer,
vielleicht kommt das noch, mal sehen.
weitere Aufnahmen
Red Hill Energy 19723St zu 0,507 für 9999,56E
Adriana Resources 19267St zu 0,519 für 9999,57E
Cuervo Resources 9615 St zu 1,04 für 9999,6 E
Alberta Oilsands 18587St zu 0,538 für 9999,81E
Continental Precious Minerals 12484St zu 0,801 für 9999,68E
____________________________________________________________
(an sich immer Frankfurt-Kurse)
Barbestand: 2,36 E, gen Null.
Letztere hätte ich auch gern etwas tiefer erwischt,
aber egal.
Damit betrachte ich das als -im groben- abgeschlossen,
Damit ist kein restlicher Barbestand vorhanden,
was ziemlich ärgerlich ist, lässt sich aber nicht ändern,
mal sehen.
Das dumme ist eigentlich, daß ich am liebsten zig Dutzende
von Werten kaufen würde, mein generelles Problem,
aber ich hab mal gehört -soll wohl auch der
Performance schaden.
Schon so wirds mit der Anzahl von Werten immer ambitionierter
eine hohe Performance zu erreichen,
aber bei der Auswahl mach ich mir da eigentlich keinen Kopf.
Jetzt geht's hier in der Hauptsache um ziemlich langes Warten
+Entwicklungen mitverfolgen
+damit dann wieder zurück zu den Ironwerten,
News Neuigkeiten +Entwicklungen zu den Werten werd
ich im Normalfall nicht reinstellen.
'Minemakers' wäre annähernd sicher noch dabei gewesen
-aber nicht mehr jetzt, da es langfristig eine wirklich sehr sehr
starke Performance werden soll, wären die bis 0,15, maximal
0,20 E was gewesen, aber die Watchlist ist eh riesenlang,
daher störts mich nicht die Bohne,
gibt einfach grundsätzlich immer und überall interessante Sachen.
Ab und zu werden mal kurze Updates kommen,
vielleicht wird auch mal ein long ausgerichtetes
Derivat dabeisein.
(alles keine Kauf/Verkaufsempfehlungen!)
spezielle Diversifikation legen sollte,
aber ich pfeiff drauf -einfach weil ichs sonst auch tue.
(wobei die auch gar nicht so schlecht ist)
Werden in der Regel auch Werte sein, die nicht in der
"most Wanted Liste" auftauchen, absichtlich.
Der Fokus wird sogar sehr bewusst auf Werten liegen, die möglichst
noch nicht entdeckt sind/sich gerade "auskotzen"/
an Denen aktuell kein Interesse besteht, bei Denen Anleger vielleicht sogar gerade "rausflüchten"... und ähnlichem.
davor:
-Mosquito Consolidated 13.513St, Wert 14.999,43 E
-Carnavale Resources 41.666St, Wert 9.999,84 E
-Stonehenge Metals 52.631St, Wert 9.999,89 E
-Central Petroleum 100.000St, Wert 10.000,00 E
-Longview Capital 27.000St, Wert 9999,70 E.
_____________________________________________________
-Mosquito Consolidated 4504St Wert 4999,44 E
Muss sein, um ein bisschen Platz zu machen,
hatte überlegt mit Gewichtungen zu arbeiten,
so ist es jetzt vielleicht etwas repräsentativer,
vielleicht kommt das noch, mal sehen.
weitere Aufnahmen
Red Hill Energy 19723St zu 0,507 für 9999,56E
Adriana Resources 19267St zu 0,519 für 9999,57E
Cuervo Resources 9615 St zu 1,04 für 9999,6 E
Alberta Oilsands 18587St zu 0,538 für 9999,81E
Continental Precious Minerals 12484St zu 0,801 für 9999,68E
____________________________________________________________
(an sich immer Frankfurt-Kurse)
Barbestand: 2,36 E, gen Null.
Letztere hätte ich auch gern etwas tiefer erwischt,
aber egal.
Damit betrachte ich das als -im groben- abgeschlossen,
Damit ist kein restlicher Barbestand vorhanden,
was ziemlich ärgerlich ist, lässt sich aber nicht ändern,
mal sehen.
Das dumme ist eigentlich, daß ich am liebsten zig Dutzende
von Werten kaufen würde, mein generelles Problem,
aber ich hab mal gehört -soll wohl auch der
Performance schaden.
Schon so wirds mit der Anzahl von Werten immer ambitionierter
eine hohe Performance zu erreichen,
aber bei der Auswahl mach ich mir da eigentlich keinen Kopf.
Jetzt geht's hier in der Hauptsache um ziemlich langes Warten
+Entwicklungen mitverfolgen
+damit dann wieder zurück zu den Ironwerten,
News Neuigkeiten +Entwicklungen zu den Werten werd
ich im Normalfall nicht reinstellen.
'Minemakers' wäre annähernd sicher noch dabei gewesen
-aber nicht mehr jetzt, da es langfristig eine wirklich sehr sehr
starke Performance werden soll, wären die bis 0,15, maximal
0,20 E was gewesen, aber die Watchlist ist eh riesenlang,
daher störts mich nicht die Bohne,
gibt einfach grundsätzlich immer und überall interessante Sachen.
Ab und zu werden mal kurze Updates kommen,
vielleicht wird auch mal ein long ausgerichtetes
Derivat dabeisein.
(alles keine Kauf/Verkaufsempfehlungen!)
-Gossan Resources, sieht wirklich superinteressant aus,
die würde ich auch in die 'würde ich mir unbedingt angucken'
Liste aufnehmen, wenn auch nicht hauptsächlich wegen dem Eisen
(ich glaube, daß soll sogar komplett verkauft werden,
bei mir funktioniert die Website nicht wirklich,
muss mich da nochmal schlau machen)
die würde ich auch in die 'würde ich mir unbedingt angucken'
Liste aufnehmen, wenn auch nicht hauptsächlich wegen dem Eisen
(ich glaube, daß soll sogar komplett verkauft werden,
bei mir funktioniert die Website nicht wirklich,
muss mich da nochmal schlau machen)
Einfach mal aus dem dazugehörigem Thread rauskopiert...
www.nmlresources.com/pdfs/news/NR0806.pdf
"New Millennium Capital Corp. ('NML' or 'the Corporation') (TSX VENTURE:NML) provided an update today of its estimated Mineral Resources as a result of the completion of the latest 45 hole (totaling 4,885 metres) diamond drilling program in 2007 on its 100% owned KeMag Iron Ore Property (the 'KeMag Property') in Quebec.
This article
Email this page| | Tell us your thoughts
Helpful links
Canadian Business Online
Become a member now| My Canadian Business
The objective of the 2007 KeMag drill program was to upgrade and expand the resource base. These results show that 991 million tonnes are in the Measured Resources category. The tonnages of Indicated and Inferred Mineral Resources remain around the same level (See Table below). The total estimated Mineral Resources as a result of the 2006 and 2007 KeMag drill programs is 2,314 million tonnes of Measured and Indicated Resources and 1,034 million tonnes of Inferred Resources. Based on the previously reported(1) Mineral Resources(2) of 1,349 million tonnes of Indicated Resources and 992 million tonnes of Inferred Resources, this represents total increase of 71.5% in Measured and Indicated Resources and 4% in Inferred Resources.
Summary of Mineral Resource Estimate - 2006 and 2007 Drilling (Tonnes in millions)(using a Davis Tube Weight Recovery ('DTWR') cut-off grade of 18%) ---------------------------------------------------------------------------- Tonnage Tonnage (Millions) (Millions) Resource classification 2006 2006-2007 DTWR % Fe % Fe % SiO2 Drilling Drilling % Head Conc Conc ---------------------------------------------------------------------------- Measured 0 991 27.4 31.0 69.0 3.0 Indicated 1,349 1,323 26.1 31.5 69.8 2.5 ---------------------------------------------------------------------------- Total Measured + Indicated 1,349 2,314 26.7 31.3 69.5 2.7 ---------------------------------------------------------------------------- Inferred 992 1,034 27.0 31.4 69.3 2.8 ----------------------------------------------------------------------------
Robert Martin, President and CEO of NML said, 'We are pleased to announce that the 2007 drilling results on the KeMag deposit further confirm the world-class significance of the KeMag resource. The Millennium Iron Range NI 43-101 Resources have increased dramatically to 6.9 billion tonnes of Measured and Indicated Resources, plus an additional 2.2 billion tonnes of Inferred Resources. As previously reported, this does not include an estimated 100 million tonnes of direct quality shipping ore from 300 claims in Quebec and Labrador, which are based on historical estimates that are not in compliance with NI 43-101. The Millennium Iron Ore Range is now recognized as the largest undeveloped resource of its type in the world - a feature that is drawing world wide attention to our project by companies searching for a large, low operating cost, high quality, captive source of iron ore in a stable country.'
The Corporation engaged Geostat Systems International Inc. ('Geostat') to model the iron ore deposits using results from the 2006 and 2007 drill holes. The geological model was used as the basis for a categorized block model resource estimate to complete a 'Mineral Resource Certification' for the KeMag Property.
NML intends to integrate these results into its own geological software system for future open pit design and mine planning.
Two technical reports were filed on SEDAR concerning the KeMag Resources.
On March 23, 2007, the Corporation filed on SEDAR an independent technical report (as defined by NI 43-101) dated March 20, 2007 and prepared by Geostat Systems Inc. about Mineral Resources.
On September 20, 2007, the Corporation filed on SEDAR an independent technical report (as defined by NI 43-101) dated September 19, 2007 and prepared by Watts, Griffis and McOuat Limited and BRASS Engineering International, LLC which provided, among other things, a Mineral Resource estimate for the KeMag Property. Since the updated Mineral Resource estimates contained herein do not disclose a 100% or greater change in total Mineral Resources from that report, the Corporation does not intend to prepare a further independent technical report in respect of the KeMag Property at this time.
These Mineral Resource estimates are provided subject to a number of assumptions including that the KeMag Property is economic and technically feasible, that all regulatory and environmental approvals and permits will be obtained, that sufficient financing can be raised to develop the project and that sufficient markets are available to accept the products produced. There is no assurance that the commercial production of iron ore concentrate or pellets will achieve the test results noted above. Mineral resources which are not classified as reserves do not have demonstrated economic viability.
Mr. Robert de l'Etoile, Eng., of Geostat, is the Independent Qualified Person (as defined in NI 43-101) responsible for the Mineral Resource Estimate provided herein. Dean Journeaux, Eng. and Moulaye Melainine, Eng., of NML, are the Qualified Persons (as defined in NI 43-101), who have reviewed and verified the scientific and technical mining disclosure contained in this news release.
Attachments
The following attachments can be found on the Marketwire website at the following address:
http://media3.marketwire.com/docs/nml_attach.pdf
1. KeMag Property Map
2. KeMag magnetic taconite deposit
3. KeMag Mineral Resource Estimate, February 2008
4. Four cross-sections
Spring Drilling Program
NML intends to commence in March 2008 a spring drilling program on the KeMag Property of 27 holes (5,160 metres) for the purposes of further delineating Mineral Resources on the KeMag Property. The most practical way of drilling on Lac Harris is on the ice."
Haben daraufhin auch stark zugelegt,
wer sehr sehr viel Zeit mitbringen kann +eine positive Einschätzung
bzgl. der kommenden notwenigen Finanzierungen hat,
der sollte die sich m.M.n. UNBEDINGT angucken
+bei Schwäche ernsthaft überlegen langfristig einzusteigen.
(Wie ichs auch schon im Thread erwähnt habe) nach einem sehr
groben Überschlag meinerseits bin ich dazu gekommen,
daß hier -eine erfolgreiche Entwicklung vorausgesetzt)
sehr sehr langfristig ein Milliardenunternehmen im Entstehen sein
sollte -was m.Erachtens sogar sehr knapp in den 2stelligen Bereich gehen könnte.
Hört sich wahrsch. sehr sehr happig an,
aber einfach mal selber gucken +Gedanken dazu machen,
ich für meinen Teil glaube absolut ernsthaft, daß zumindest die
Möglichkeiten dazu bestehen, man sollte nicht vergessen:
es handelt sich hier ja um das größte Vorkommen seiner Art
-zumindest aktuell unter Entwicklung- weltweit.
Wenn ich irgendwas -klar- falsches oder unhaltbares
behaupte -bitte unbedingt schreiben, grundsätzlich.
Popeye
(New Millennium C. wäre durchaus auch ein Kandidat
fürs langfristige Depot gewesen)
www.nmlresources.com/pdfs/news/NR0806.pdf
"New Millennium Capital Corp. ('NML' or 'the Corporation') (TSX VENTURE:NML) provided an update today of its estimated Mineral Resources as a result of the completion of the latest 45 hole (totaling 4,885 metres) diamond drilling program in 2007 on its 100% owned KeMag Iron Ore Property (the 'KeMag Property') in Quebec.
This article
Email this page| | Tell us your thoughts
Helpful links
Canadian Business Online
Become a member now| My Canadian Business
The objective of the 2007 KeMag drill program was to upgrade and expand the resource base. These results show that 991 million tonnes are in the Measured Resources category. The tonnages of Indicated and Inferred Mineral Resources remain around the same level (See Table below). The total estimated Mineral Resources as a result of the 2006 and 2007 KeMag drill programs is 2,314 million tonnes of Measured and Indicated Resources and 1,034 million tonnes of Inferred Resources. Based on the previously reported(1) Mineral Resources(2) of 1,349 million tonnes of Indicated Resources and 992 million tonnes of Inferred Resources, this represents total increase of 71.5% in Measured and Indicated Resources and 4% in Inferred Resources.
Summary of Mineral Resource Estimate - 2006 and 2007 Drilling (Tonnes in millions)(using a Davis Tube Weight Recovery ('DTWR') cut-off grade of 18%) ---------------------------------------------------------------------------- Tonnage Tonnage (Millions) (Millions) Resource classification 2006 2006-2007 DTWR % Fe % Fe % SiO2 Drilling Drilling % Head Conc Conc ---------------------------------------------------------------------------- Measured 0 991 27.4 31.0 69.0 3.0 Indicated 1,349 1,323 26.1 31.5 69.8 2.5 ---------------------------------------------------------------------------- Total Measured + Indicated 1,349 2,314 26.7 31.3 69.5 2.7 ---------------------------------------------------------------------------- Inferred 992 1,034 27.0 31.4 69.3 2.8 ----------------------------------------------------------------------------
Robert Martin, President and CEO of NML said, 'We are pleased to announce that the 2007 drilling results on the KeMag deposit further confirm the world-class significance of the KeMag resource. The Millennium Iron Range NI 43-101 Resources have increased dramatically to 6.9 billion tonnes of Measured and Indicated Resources, plus an additional 2.2 billion tonnes of Inferred Resources. As previously reported, this does not include an estimated 100 million tonnes of direct quality shipping ore from 300 claims in Quebec and Labrador, which are based on historical estimates that are not in compliance with NI 43-101. The Millennium Iron Ore Range is now recognized as the largest undeveloped resource of its type in the world - a feature that is drawing world wide attention to our project by companies searching for a large, low operating cost, high quality, captive source of iron ore in a stable country.'
The Corporation engaged Geostat Systems International Inc. ('Geostat') to model the iron ore deposits using results from the 2006 and 2007 drill holes. The geological model was used as the basis for a categorized block model resource estimate to complete a 'Mineral Resource Certification' for the KeMag Property.
NML intends to integrate these results into its own geological software system for future open pit design and mine planning.
Two technical reports were filed on SEDAR concerning the KeMag Resources.
On March 23, 2007, the Corporation filed on SEDAR an independent technical report (as defined by NI 43-101) dated March 20, 2007 and prepared by Geostat Systems Inc. about Mineral Resources.
On September 20, 2007, the Corporation filed on SEDAR an independent technical report (as defined by NI 43-101) dated September 19, 2007 and prepared by Watts, Griffis and McOuat Limited and BRASS Engineering International, LLC which provided, among other things, a Mineral Resource estimate for the KeMag Property. Since the updated Mineral Resource estimates contained herein do not disclose a 100% or greater change in total Mineral Resources from that report, the Corporation does not intend to prepare a further independent technical report in respect of the KeMag Property at this time.
These Mineral Resource estimates are provided subject to a number of assumptions including that the KeMag Property is economic and technically feasible, that all regulatory and environmental approvals and permits will be obtained, that sufficient financing can be raised to develop the project and that sufficient markets are available to accept the products produced. There is no assurance that the commercial production of iron ore concentrate or pellets will achieve the test results noted above. Mineral resources which are not classified as reserves do not have demonstrated economic viability.
Mr. Robert de l'Etoile, Eng., of Geostat, is the Independent Qualified Person (as defined in NI 43-101) responsible for the Mineral Resource Estimate provided herein. Dean Journeaux, Eng. and Moulaye Melainine, Eng., of NML, are the Qualified Persons (as defined in NI 43-101), who have reviewed and verified the scientific and technical mining disclosure contained in this news release.
Attachments
The following attachments can be found on the Marketwire website at the following address:
http://media3.marketwire.com/docs/nml_attach.pdf
1. KeMag Property Map
2. KeMag magnetic taconite deposit
3. KeMag Mineral Resource Estimate, February 2008
4. Four cross-sections
Spring Drilling Program
NML intends to commence in March 2008 a spring drilling program on the KeMag Property of 27 holes (5,160 metres) for the purposes of further delineating Mineral Resources on the KeMag Property. The most practical way of drilling on Lac Harris is on the ice."
Haben daraufhin auch stark zugelegt,
wer sehr sehr viel Zeit mitbringen kann +eine positive Einschätzung
bzgl. der kommenden notwenigen Finanzierungen hat,
der sollte die sich m.M.n. UNBEDINGT angucken
+bei Schwäche ernsthaft überlegen langfristig einzusteigen.
(Wie ichs auch schon im Thread erwähnt habe) nach einem sehr
groben Überschlag meinerseits bin ich dazu gekommen,
daß hier -eine erfolgreiche Entwicklung vorausgesetzt)
sehr sehr langfristig ein Milliardenunternehmen im Entstehen sein
sollte -was m.Erachtens sogar sehr knapp in den 2stelligen Bereich gehen könnte.
Hört sich wahrsch. sehr sehr happig an,
aber einfach mal selber gucken +Gedanken dazu machen,
ich für meinen Teil glaube absolut ernsthaft, daß zumindest die
Möglichkeiten dazu bestehen, man sollte nicht vergessen:
es handelt sich hier ja um das größte Vorkommen seiner Art
-zumindest aktuell unter Entwicklung- weltweit.
Wenn ich irgendwas -klar- falsches oder unhaltbares
behaupte -bitte unbedingt schreiben, grundsätzlich.
Popeye
(New Millennium C. wäre durchaus auch ein Kandidat
fürs langfristige Depot gewesen)
wird langsam richtig, richtig lang -ist mir aber egal,
besser zuviel als zuwenig, oder gar keine Auswahl,
zudem wird der "Iron-Hype" derzeit wohl langsam von der
Masse entdeckt, was ich nicht so wirklich toll finde,
aber da sollte es deutlich besser sein,
als nur 4, 5, 6, 7 Titel zu kennen.
wie dem auch sei -neue Liste:
"-Accent Resources
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-African Minerals
-AGRICOM PLC
-Alberta Star Development
-Anaconda Mining
-Anglesey Mining
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Atlas Iron
-Augyva Mining Resources
-Aurox Resources
-AusQuest
-Australasian Resources
-AXMIN
-Azure Minerals
-Baffinland Iron Ore Mines
-Batavia Mining
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cazaly Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Cloncurry Metals
-Coal FE Resources
-Consolidated Thompson Iron
-Continental Capital
-COTTON & WESTERN MINING
-Coziron Resources
-Crusader Holdings NL
-Cuervo Resources
-Cullen Resources
-Delta Mining Consolidated
-DMC Mining
-Ecometals
-Elemental Minerals
-Fairstar Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Global Iron
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Gossan Resources
-Grange Resources
-Haddington Resources
-Hamoa Mining N.L.
-Hampton Hill Mining
-Hazelwood Resources
-Helix Resources
-Icon Resources
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Iron Ore Holdings
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-London Mining
-Mac Arthur Minerals
-Mano River Resources
-Mawson West
-Maximus Resources
-Mindax Limited
-Minemakers
-Monax Mining
-Murchinson Metals
-New Millennium Capital
-Northern Iron
-Northland Resources
-Novawest Resources
-Pac Metals
-Palladon Ventures
-Petmin
-Pluton Resources
-Polaris Metals N.L.
-Quinto Mining
-Raytec Metals (scheint mir auch immer interessanter
zu werden)
-Red Hill Iron
-Red Rock Resources
-Resource Mining
-Royal Resources
-Sphere Investment
-Stellar Resources
-Strike Resources
-Talisman Mining N.L.
-Territory Resources
-Tertiary Minerals
-Trafford Resources
-Transit Holdings
-United Minerals
-Vector Resources
-Venture Minerals
-Warwick Resources
-Western Plains Resources"
Haddington hab ich weggelassen, da die mir unter Eisenaspakten
nicht wirklich erwähnenswert erscheinen.
besser zuviel als zuwenig, oder gar keine Auswahl,
zudem wird der "Iron-Hype" derzeit wohl langsam von der
Masse entdeckt, was ich nicht so wirklich toll finde,
aber da sollte es deutlich besser sein,
als nur 4, 5, 6, 7 Titel zu kennen.
wie dem auch sei -neue Liste:
"-Accent Resources
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-African Minerals
-AGRICOM PLC
-Alberta Star Development
-Anaconda Mining
-Anglesey Mining
-Apollo Minerals
-Aquila Resources
-Asia Iron Ore Holdings
-Atlas Iron
-Augyva Mining Resources
-Aurox Resources
-AusQuest
-Australasian Resources
-AXMIN
-Azure Minerals
-Baffinland Iron Ore Mines
-Batavia Mining
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cazaly Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Centrex Metals
-Cloncurry Metals
-Coal FE Resources
-Consolidated Thompson Iron
-Continental Capital
-COTTON & WESTERN MINING
-Coziron Resources
-Crusader Holdings NL
-Cuervo Resources
-Cullen Resources
-Delta Mining Consolidated
-DMC Mining
-Ecometals
-Elemental Minerals
-Fairstar Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Global Iron
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Gossan Resources
-Grange Resources
-Haddington Resources
-Hamoa Mining N.L.
-Hampton Hill Mining
-Hazelwood Resources
-Helix Resources
-Icon Resources
-IMX Resources N.L.
-Ironclad Mining
-Iron Mountain Mining
-Iron Ore Holdings
-Jupiter Mining
-Labrador Iron Ore Mines
-Lincoln Minerals
-London Mining
-Mac Arthur Minerals
-Mano River Resources
-Mawson West
-Maximus Resources
-Mindax Limited
-Minemakers
-Monax Mining
-Murchinson Metals
-New Millennium Capital
-Northern Iron
-Northland Resources
-Novawest Resources
-Pac Metals
-Palladon Ventures
-Petmin
-Pluton Resources
-Polaris Metals N.L.
-Quinto Mining
-Raytec Metals (scheint mir auch immer interessanter
zu werden)
-Red Hill Iron
-Red Rock Resources
-Resource Mining
-Royal Resources
-Sphere Investment
-Stellar Resources
-Strike Resources
-Talisman Mining N.L.
-Territory Resources
-Tertiary Minerals
-Trafford Resources
-Transit Holdings
-United Minerals
-Vector Resources
-Venture Minerals
-Warwick Resources
-Western Plains Resources"
Haddington hab ich weggelassen, da die mir unter Eisenaspakten
nicht wirklich erwähnenswert erscheinen.
Antwort auf Beitrag Nr.: 33.522.694 von Popeye82 am 01.03.08 04:23:58hallo : würde gerne deine meinung zu Pacific comox (moly-expl.wkn 902586) hören........danke
Nicht mehr ganz frisch,
das "Resourcetarget" von 150-200Mio t soll daraufhin wohl auch
nochmal erhöht werden.
www.polarismetals.com.au/upload/documents/investor/asx/20080…
"6 February 2008
ASX RELEASE
Significant Assay Results From Carina Drilling
Yilgarn Iron Ore Project
Highly encouraging results from first assays at the Carina prospect within key Yilgarn Iron Ore Project – 106m at 58.7% Fe with 0.05% P and low silica and aluminaThe Directors of Polaris Metals NL (ASX: POL) are pleased to announce the receipt of the first drill hole assays from the Carina prospect, part of the Yilgarn Iron Ore Project (YIOP), 60km north of Koolyanobbing in Western Australia.
Drill-hole CA0011 intersected 112m of hematite and goethite mineralisation including:
Hole
Interval
Length
Fe %
SiO2 %
Al2O3 %
P %
LOI %
CA0011
0-112m
112m
58.13
3.71
1.63
0.07
10.2
including
2-108m
106m
58.71
3.33
1.36
0.05
10.2
and
14-102m
88m
59.73
2.57
0.98
0.05
10.1
and
36-72
36m
60.40
2.35
0.71
0.05
10.1"
das "Resourcetarget" von 150-200Mio t soll daraufhin wohl auch
nochmal erhöht werden.
www.polarismetals.com.au/upload/documents/investor/asx/20080…
"6 February 2008
ASX RELEASE
Significant Assay Results From Carina Drilling
Yilgarn Iron Ore Project
Highly encouraging results from first assays at the Carina prospect within key Yilgarn Iron Ore Project – 106m at 58.7% Fe with 0.05% P and low silica and aluminaThe Directors of Polaris Metals NL (ASX: POL) are pleased to announce the receipt of the first drill hole assays from the Carina prospect, part of the Yilgarn Iron Ore Project (YIOP), 60km north of Koolyanobbing in Western Australia.
Drill-hole CA0011 intersected 112m of hematite and goethite mineralisation including:
Hole
Interval
Length
Fe %
SiO2 %
Al2O3 %
P %
LOI %
CA0011
0-112m
112m
58.13
3.71
1.63
0.07
10.2
including
2-108m
106m
58.71
3.33
1.36
0.05
10.2
and
14-102m
88m
59.73
2.57
0.98
0.05
10.1
and
36-72
36m
60.40
2.35
0.71
0.05
10.1"
mal etwas vereinfacht (da tut sich einfach was)
http://aurox.com.au/announcements/
http://aurox.com.au/announcements/
etwas älter, Drillergebnisse von Cazaly R., vom 21.01.
www.cazalyresources.com.au/files/grabdoc.php?type=doc&id=184…
Auszug:
"Mineralisation intersected in ALL holes drilled.
• Drilling completed over 900m within a 1.5km long target.
• Better results include;
51m @ 58.8% Fe, 34m @ 57.8% Fe, 12m @ 58.6% Fe, 25m @ 56.9% Fe"
www.cazalyresources.com.au/files/grabdoc.php?type=doc&id=184…
Auszug:
"Mineralisation intersected in ALL holes drilled.
• Drilling completed over 900m within a 1.5km long target.
• Better results include;
51m @ 58.8% Fe, 34m @ 57.8% Fe, 12m @ 58.6% Fe, 25m @ 56.9% Fe"
Ironclad Explorationupdate, 12.02.
www.ironcladmining.com/images/stories/asx/2008/wilcherry_exp…
www.ironcladmining.com/images/stories/asx/2008/wilcherry_exp…
Thursday, 28 February 2008
"Pre-Feasibility study commissioned for the Railway prospect"
www.unitedminerals.com.au/documents/283.pdf
"Pre-Feasibility study commissioned for the Railway prospect"
www.unitedminerals.com.au/documents/283.pdf
"Canaccord Adams initiates research coverage of LIR"
(Rating: buy, 12-Month Target: 7 C$)
www.labradorironmines.ca/pdf/REP_LIR_02012008.pdf
(Rating: buy, 12-Month Target: 7 C$)
www.labradorironmines.ca/pdf/REP_LIR_02012008.pdf
Tests point to Mt Lindsay being a low cost Iron producer, 07.02.
www.ventureminerals.com.au/documents/VMS0068Testworkpointsto…
Excellent results received from first drill holes @ Mt Lindsay - 46m @ 43.4% Fe, 14.02.
www.ventureminerals.com.au/documents/VMS0070Excellentresults…
Surface samples of up to 66.7% Iron & 0.64% Tin - Mt Lindsay Project, 20.02.
www.ventureminerals.com.au/documents/VMS0072Surfacesamplesof…
Venture secures $6.38M to fast track Mt Lindsay, Tasmania, 26.02.
www.ventureminerals.com.au/documents/VMS0074Venturesecures6.…
New Magnetic Survey Confirms 18km of untested drill targets at Mount Lindsay, 29.02.
www.ventureminerals.com.au/documents/VMS0076NewMagneticSurve…
www.ventureminerals.com.au/documents/VMS0068Testworkpointsto…
Excellent results received from first drill holes @ Mt Lindsay - 46m @ 43.4% Fe, 14.02.
www.ventureminerals.com.au/documents/VMS0070Excellentresults…
Surface samples of up to 66.7% Iron & 0.64% Tin - Mt Lindsay Project, 20.02.
www.ventureminerals.com.au/documents/VMS0072Surfacesamplesof…
Venture secures $6.38M to fast track Mt Lindsay, Tasmania, 26.02.
www.ventureminerals.com.au/documents/VMS0074Venturesecures6.…
New Magnetic Survey Confirms 18km of untested drill targets at Mount Lindsay, 29.02.
www.ventureminerals.com.au/documents/VMS0076NewMagneticSurve…
Talisman Mining
29 Jan - Drilling Continues - New Discoveries Expand Iron Portfolio
www.talismanmining.com.au/pdf/080129_SJE_ASX_IronExploration…
18 Feb - Wonmunna Iron Update and Overview
www.talismanmining.com.au/pdf/080218_SJE_ASX_WonmunnaIronUpd…
22 Feb - Wandanya Manganese and Iron
www.talismanmining.com.au/pdf/080222_SJE_ASX_Wandanya.pdf
(genau die Samples, die nicht nennenswert beim Eisen sind,
sehen von den Manganwerten verdammt stark aus)
22 Feb - More Strong Iron Indications at Wonmunna
www.talismanmining.com.au/pdf/080222_SJE_ASX_Wonmunna.pdf
22 Feb - Wonmunna Reconnaissance Drill Results
www.talismanmining.com.au/pdf/080222_SJE_ASX_WonmunnaDrillRe…
(A new manganese discovery has been made in the Pilbara region of Western Australia with initial grades higher than the country’s only onshore operating manganese mine – just 50 kilometres away.)
www.talismanmining.com.au/pdf/080222_NewsRelease_ManganeseDi…
29 Feb - Wonmunna Reconnaissance Drill Results
www.talismanmining.com.au/pdf/080229_TLM_WN_ASX.pdf
letzte Präsentation
www.talismanmining.com.au/pdf/080219_SJE_TLM_ASX_IronPresent…
29 Jan - Drilling Continues - New Discoveries Expand Iron Portfolio
www.talismanmining.com.au/pdf/080129_SJE_ASX_IronExploration…
18 Feb - Wonmunna Iron Update and Overview
www.talismanmining.com.au/pdf/080218_SJE_ASX_WonmunnaIronUpd…
22 Feb - Wandanya Manganese and Iron
www.talismanmining.com.au/pdf/080222_SJE_ASX_Wandanya.pdf
(genau die Samples, die nicht nennenswert beim Eisen sind,
sehen von den Manganwerten verdammt stark aus)
22 Feb - More Strong Iron Indications at Wonmunna
www.talismanmining.com.au/pdf/080222_SJE_ASX_Wonmunna.pdf
22 Feb - Wonmunna Reconnaissance Drill Results
www.talismanmining.com.au/pdf/080222_SJE_ASX_WonmunnaDrillRe…
(A new manganese discovery has been made in the Pilbara region of Western Australia with initial grades higher than the country’s only onshore operating manganese mine – just 50 kilometres away.)
www.talismanmining.com.au/pdf/080222_NewsRelease_ManganeseDi…
29 Feb - Wonmunna Reconnaissance Drill Results
www.talismanmining.com.au/pdf/080229_TLM_WN_ASX.pdf
letzte Präsentation
www.talismanmining.com.au/pdf/080219_SJE_TLM_ASX_IronPresent…
Giralia Resources
19 Feb 2008 - Beebynganna Hills Update
www.giralia.com.au/pdf/asx/19%20Feb%2008-%20Beebynganna%20Hi…
27 Feb 2008 - Western Creek Significant Iron Ore
www.giralia.com.au/pdf/asx/27%20Feb%2008%20Western%20Creek%2…
28 Feb 2008 - Western Creek Further Iron Ore Assays Received
www.giralia.com.au/pdf/asx/28%20Feb%2008%20Western%20Creek%20…
19 Feb 2008 - Beebynganna Hills Update
www.giralia.com.au/pdf/asx/19%20Feb%2008-%20Beebynganna%20Hi…
27 Feb 2008 - Western Creek Significant Iron Ore
www.giralia.com.au/pdf/asx/27%20Feb%2008%20Western%20Creek%2…
28 Feb 2008 - Western Creek Further Iron Ore Assays Received
www.giralia.com.au/pdf/asx/28%20Feb%2008%20Western%20Creek%20…
Wollte ich ja noch posten,
also ich würde sagen -rein geologisch- sieht es echt, echt
gut aus -das politische kann ich aber nicht abschätzen.
Wer sich das z.B. im Zusammenhang mit den Karten angucken will,
der müsste sich die Meldung direkt auf der WSite angucken,
verlinken ging nicht.
"12th February 2008
ASX/Media Announcement
Mayoko Iron Ore Project – Geological Update
HIGHLIGHTS
• DMC has completed its initial desktop review of the historical
geological data.
• An on-site review has also been completed.
• Significant intercepts include:
S1 : 23m @ 54.6% Fe. (Hole depth – 24m)
Incl. 12m @ 60.4% Fe (from 11m)
S3: 56m @ 55.1% Fe (Hole depth – 56m)
Incl. 30m @ 61.2% Fe (from 0m)
S4: 52m @ 58.0% Fe (Hole depth – 54m)
Incl. 24m @ 62.7% Fe (from 10m)
S8: 64m @ 57.4% Fe (Hole depth – 64m)
Incl. 42m @ 60.2% Fe (from 0m)
S13: 64m @ 54.2% Fe (Hole depth – 64m)
Incl. 28m @ 59.2% Fe (from 0m)
S15: 22m @ 53.6% Fe (Hole depth – 22m)
Incl. 11m @ 60.1% Fe (from 11m)
S19: 40m @ 53.2% Fe (Hole depth – 45m)
Incl. 12m @ 60.8% Fe (from 28m)
S22: 28m @ 55.6% Fe (Hole depth – 28m)
Incl. 14m @ 60.1% Fe (from 14m)
S23: 50m @ 54.5% Fe (Hole depth – 50m)
Incl. 18m @ 59.7% Fe (from 12m)
S25: 26m @ 57.2% Fe (Hole depth – 26m)
Incl. 10m @ 60.7% Fe (from 6m)
S27: 18m @ 54.9% Fe (Hole depth – 18m)
Incl. 10m @ 60.7% Fe (from 6m)
S29: 24m @ 53.1% Fe (Hole depth – 27m)
Incl. 8m @ 60.5% Fe (from 7m)
• Results confirm the opportunity exists for hematite mining.
• DMC’s intention is to convert the previous tonnage estimate
where possible, to be reported according to JORC standards.
• Mining and processing options will be assessed by GRD
Minproc within the scoping study currently underway.
SUMMARY
The directors of DMC Mining Limited (“DMC”) are pleased to announce details of a recent geological desktop review and on site assessment of the Mayoko Iron Ore Project in The Republic of The Congo.
These results confirm DMC’s corporate objective to expedite the development of the Mayoko Iron Ore Project and bring the project into production prior to January 2010.
Mining and processing options, along with estimates of capital infrastructure requirements and operating expenditure will be assessed by GRD Minproc within the scoping study currently underway.
DMC also intends to commence an exploration program to further increase the potentially economic tonnage of the project. An exploration program objective is to confirm mineralisation along strike and also at depth, given many of the previous drill
holes are open at depth.
GEOLOGICAL SUMMARY
As a result of the previous drilling an iron ore tonnage estimate was derived as per C1 and C2 (non JORC) classifications. The Fe cut off grade used for the previous tonnage calculation was 50% and the average grade was 56%.
In light of the current iron ore market and commercial aspects surrounding all facets of project development including current iron ore prices, it is possible the cut off Fe grade could be lower when DMC reports a resource estimate according to JORC standards.
The previous drill holes covered an area of approximately 5.0km X 1.2km. Within this area, 26 holes (holes S1 to S30) were drilled on a 100m X 200m grid, covering approximately 1.4km X 400m.
The exploration target of 750MT to 800MT referred to in DMC’s previous ASX announcement was developed by I.C.E.S GEOMIN (“ICES”) and comes as a result of potentially economic drill intersections of the 11 drill holes outside the deposit area and an extensive ground magnetic survey of the region. Fresh ferruginous quartzites
(magnetite) is considered to be the main mineralisation of the exploration target.
The project area lies over the Precambrian Congo Craton of West Africa. The area consists of meta-sedimentary rocks that have been metamorphosed up to granulite facies and are around 2,540 million years old.
Enrichment of iron occurs within deeply weathered iron-rich metamorphic rocks, that have been termed “Chapeau de Fer” or hats of iron. There appears to be a ferruginous crust which is high grade hematite covering part of the deposit. Below the crust is a weathered and disintegrated ferruginous quartzite zone which is hematite accompanied by magnetite and generally of lower grade.
The following geological summary and drill hole results has been translated from the original ICES report (1974/1975) :
The geological research works carried out in relation to the ferruginous formations of Mayoko primarily concerned the following four aspects of the presentation of the ore body:
a) fresh ferruginous quartzites
b) weathered and disintegrated ferruginous quartzites (eluvia)
c) ferruginous crust (Chapeau de Fer)
d) the colluvia, accumulated materials from mountain slopes, produced from the
disintegration of ferruginous quartzites
a) Fresh ferruginous quartzites
These formations constitute concordant bands with the amphibolites and amphibolite schists encountered on either side of the Louessé River. These bands can have a width of up to 300 meters and a can reach 11 km in length. The contact with the amphibolite schist can be clear-cut or very gradual, by substitution of the quartz with
amphibole and the gradual disappearance of the magnetite.
Macroscopically, these formations are green-grey or reddish-grey in colour, compact, hard and with a vitrified appearance. Also visible are alternating beds of quartz, which have a thickness of a few millimetres each creating a ribboned effect. On the small surfaces (1 to 20 dm2), it can be seen that the magnetite bands grow larger to the detriment of the quartz band. In these cases, the iron ore body becomes compact.
The opposite situation can sometimes be encountered, the rock becomingbarren. Undulations, true convolutions of these quartz and magnetite bands, can also be observed.
From a microscopic perspective, the rock is made up of quartz (40-50%) equal to or smaller than 0.6 to 0.8 mm in size in the form of polygonal crumbs having iron oxyhydroxides at their edges. Magnetite, the second main constituent, is present in
the form of isometric crumbs equal to or smaller than 0.5 to 1.5 mm in size, often bordered by hematite or collomorphic films of limonite. Pyrrhotite appears sporadically in the form of small hydiomorphic or hypidimorphic crumbs. It can be observed by microscope that the two main minerals of quartz and magnetite are not tightly linked, the cement often being constituted of thin films of limonite.
The total tenor in iron is 35 to 45% whereas the silica tenor remains between 30 and 45%. If, during the process of treatment and enrichment of the ore, the extraction yield proves sufficiently high, the ferruginous quartzites may constitute a not
insignificant source of raw materials.
b) Weathered and disintegrated ferruginous quartzites (eluvia)
In all cases on the surface of the mountain crest, the ferruginous quartzites are weathered and disintegrated as a result of the action of natural factors. These weathering processes are more or less advanced near the surface, transforming, immediately below, under the cover of clay and lateritic soils, into flags and
fragments mixed with the limonitic clay. In parallel with these weathering processes, the quartz is partially bleached, the formation thus being enriched in iron.
Macroscopically, these weathered quartzites are present in the form of reddishbrown fragments and scoria. The old ribboned appearance is easily recognisable. The magnetite is partially transformed into hematite and limonite. The thickness of these formations can reach up to 52 metres. Under the microscope, it can be observed that
the waste rock is composed of quartz (5 to 10%), the quartz particles remaining surrounded by a collomorphic mass of iron oxyhydroxides which has centres of recrystallization.
The hematite is often granular, polygonal and of a size equal to or
less than 0.2 mm, spotted, polysynthetic and cemented by the mass of porous limonite. The limonite is present in collomorphic and reniform deposits which give it a honeycomb appearance. The magnetite appears in the form of isometric particles
which often transform into hematite.
c) Ferruginous crust (gossan)
This type of formation represents a more advanced stage of weathering of ferruginous quartzites, during which the magnetite is completely transformed into hematite and the latter is partially transformed into limonite. On Mount Lékoumou, the ferruginous crust extends over an area of 320 x 140 m.
Macroscopically, the formations are reddish brown with violet iridescence. They are hard and compact. The small constituents still reveal their old ribboned texture but their orientation is different to that of the usual orientation of geological formations.
Microscope observations reveal a low percentage of quartz (2-3%) in the form of small particles. The main mass is comprised of iron oxyhydroxides with many centres of recrystallization. The hematite is one of the main components of the ferruginous crust.
It is granular, polygonal and of a size equal to or less than 0.2 mm. Within the overall formation, the microgranular hematite is cemented by a porous mass. The latter may be in the form of films around the hematite and quartz crystals. Pyrrhotite
appears sporadically in small hydiomorphic particles.
d) Colluvia – accumulated materials from mountain slopes, produced from the disintegration of ferruginous quartzites
The weathering and disintegration processes have continually changed over the course of geological time. On the mountain crests, the products of weathering accumulated in large quantities and, then, becoming unbalanced, tumbled to the foot of the mountains. It is under these conditions that water of infiltration and
groundwater have continued the weathering process, thereby bleaching the last grains of silica. This state was observed from a large number of drillings made in this area of the deposit. The boreholes cut through a layer of approximately 4 to 5 meters in thickness with the particles of hematite and magnetite having a sandy appearance and centimetric grains of quartz being found which the groundwater has not been able to bleach. In this layer, the total tenor in iron exceeds 60%.
Near the surface, it is also observed that the total tenor in iron diminishes in parallel with the increase in the quantity of yellow clay, which constitutes the cover soil.
Within the whole, these eluvial and colluvial deposits can be grouped together as layers, the edges of which end in a gradual flaking, as is the case for the lens.
Consequently, it is preferable to describe them as “layer-lens”. Due to the lack of a clear-cut contour between the layer-lens and the surrounding rock, the determination of this pocket was made on the basis of the chemical analysis of samples which presented a total minimum tenor of 50% total iron. This is not the case for the colluvia in which lower limits with the weathered amphibolite schists are visible.
The length of the layer-lens on the Mount Lékoumou deposit, determined in the south-west to north-east direction, is 1,700 meters. Its maximum width (at itssouth-west end) is 500 meters. The thickness intercepted by the boreholes varies between 2 and 60 meters with an average of 18.9 m. Within the Mount Mipoundi
perimeter, the length of the layer-lens is 2,300 meters with a width of between 50 and 60 meters.
From the perspective of mineralogical composition, the iron ore body of the Mount Lékoumou area may be subdivided into two parts:
a) The ferruginous crust, constituted almost entirely of hematite and limonite located at the south-west end of the mountain: the area over which these formations extends measures 320 x 140 meters.
b) The weathered and disintegrated quartzites located on the crest and accumulated on the slopes and at the foot of the mountain (eluvia and colluvia): the mineralogical composition is constituted of hematite accompanied by magnetite. A decrease in iron concentrations in line with depth and a parallel increase in silica in the case of eluvia and the opposite relationship in the case of colluvia can be observed.
Hole
No.
Hole
Depth From To Meters Fe (%)
Si02
(%)
Al2O5
(%) P (%)
S1 24 1 24 23 54.60 8.54 4.80 0.04
11 23 Inc. 12 60.39 4.63 2.86 0.05
S2 30 20 24 4 50.50 15.56 1.82 0.06
S3 56 0 56 56 55.19 17.98 0.22 0.13
0 30 Inc. 30 61.18 9.95 0.38 0.06
S4 55 0 52 52 58.03 5.11 0.99 NA
10 34 Inc. 24 62.75 1.66 0.42 NA
S5 44 0 38 38 51.67 17.61 3.13 0.15
S6 14 6 12 6 45.57 14.28 8.42 0.06
S7 38 0 20 20 53.07 11.03 4.74 0.08
S8 64 0 64 64 57.43 8.90 2.06 0.12
0 42 Inc. 42 60.24 4.73 2.41 0.14
S9 21 0 21 21 55.05 3.66 8.03 0.12
S10 24 0 24 24 55.79 8.57 4.21 0.13
2 6 Inc. 4 61.45 0.79 4.92 0.17
S12 17 6 17 11 55.40 5.29 5.72 0.05
S13 64 0 64 64 54.25 15.54 2.35 0.20
0 28 Inc. 28 59.19 7.85 2.98 0.15
S14 9 0 9 9 58.46 4.40 5.07 0.07
2 9 Inc. 7 60.08 3.32 4.43 0.08
S15 22 0 22 22 53.64 7.28 7.28 0.06
11 22 Inc. 11 60.08 5.31 4.33 0.05
S16 42 2 8 6 61.86 10.51 0.00 0.07
S18 9 5 9 4 51.13 14.05 8.33 0.07
S19 45 2 42 40 53.27 11.34 4.43 0.07
28 40 Inc. 12 60.82 6.61 2.23 0.09
S21 8 4 8 4 53.30 7.36 7.81 0.07
S22 28 0 28 28 55.65 8.90 5.02 0.10
14 28 Inc. 14 60.12 8.78 2.15 0.09
S23 50 0 50 50 54.49 9.23 5.27 0.07
12 30 Inc. 18 59.68 4.00 3.69 0.07
S24 10 0 10 10 50.40 8.18 8.13 0.06
S25 26 0 26 26 57.23 5.82 5.12 0.08
8 22 Inc. 14 61.27 4.39 2.78 0.08
S26 25 0 25 25 44.29 24.68 4.71 0.04
S27 18 0 18 18 54.92 10.87 4.05 0.07
6 16 Inc. 10 60.75 5.18 3.94 0.07
S29 27 3 27 24 53.11 12.18 6.30 0.05
7 15 Inc. 8 60.49 3.92 4.77 0.06
S30 20 4 20 16 50.40 8.30 8.89 0.07
S31 33 3 23 20 54.51 8.50 5.86 0.07
S32 6 4 6 2 41.3 12.74 15.5 0.10
S33 10 9 10 1 47.1 17.21 7.43 0.07
S34 29 3 29 26 36.38 29.26 9.18 0.08
S36 32 0 32 32 43.28 29.63 2.45 0.06
S37 40 2 40 38 40.78 24.36 4.37 0.08
S38 57 3 39 36 40.14 28.19 4.40 0.07
S39 54 8 24 16 52.61 14.99 2.43 0.06
S40 15 7 15 8 49.19 18.38 2.73 0.06
S41 34 4 34 30 44.86 28.59 1.73 0.06
S42 23 3 19 16 51.81 15.43 4.77 0.06
DRILLING AND SAMPLING METHODS
All exploration work relating to this report was carried out by I.C.E.S Geomin Bucharest between 1974 & 1975.
All drill holes were vertical. Samples, 2 meters in
length, were taken wherever the boreholes passed through the iron ore body, the cores being divided into two pieces. One of the cores was sent to the laboratory with the other serving as a check sample. In total, 649 samples were taken and sent for grinding at the Brazzaville School of Sciences and 643 were chemically analysed.
From the same samples, 15 were again analysed for control purposes.
The main rock types were determined on the basis of 13 samples, the studies being performed on 12 thin lamina and 5 polished sections.
DMC CAPITAL STRUCTURE
DMC listed on the Australian Securities Exchange under the ASX Codes “DMM” and “DMMO”. The following is a summary of the securities on issue or proposed to be issued.
SHARES OPTIONS
CURRENTLY ON ISSUE 28.3 13.0
PROPOSED (Mayoko Acquisition) 7.5 11.0
TOTAL 35.8 24.0
For further information please contact:
David Sumich, Executive Director,
DMC Mining Limited: +61 8 9486 1909
Competent Persons: The contents of this report relating to geology and exploration results are based on information compiled by William Witham, a Member of the Australian Institute of Geoscientists.
He has sufficient experience related to the activity being undertaken to qualify as a “Competent Person”, as defined in the 2004 edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves. William Witham also has sufficient experience relevant to the styles of
mineralisation and types of deposit under consideration.
He consents to the inclusion in this report of the matters compiled by him in the form and context in which they appear."
Ich würde ja meinen, das sind SUPERgeile Ergebnisse,
die sollten das alles tendenziell bestätigen.
Muss das nochmal mit den Karten in Verbindung bringen,
aber wahrscheinlich sollten davon noch eiiinige folgen.
Wenn sich das mit dem Kongo klären sollte,
dann werde ich hier wahrscheinlich ziemlich stark
(für meine Verhältnisse) einsteigen
-dann seh ich niedrige Kurse als GESCHENK!!
Wenn sie die vorgenommene Resource in etwa bestätigen
und es schaffen sollten, daß in Produktion zu bringen
(was ja gar nicht mehr allzulang hin wär),
dann dürfte hier ein ziemlich großes Unternehmen draus werden,
zusätzlich scheinen(!) mir auch die erzielten Durchschnittsgehalte
noch ein kleines Eckchen besser, als die anvisierten 45%,
wobei man da natürlich noch die weiteren Ergebnisse abwarten muss.
Bin sehr sehr gespannt...
also ich würde sagen -rein geologisch- sieht es echt, echt
gut aus -das politische kann ich aber nicht abschätzen.
Wer sich das z.B. im Zusammenhang mit den Karten angucken will,
der müsste sich die Meldung direkt auf der WSite angucken,
verlinken ging nicht.
"12th February 2008
ASX/Media Announcement
Mayoko Iron Ore Project – Geological Update
HIGHLIGHTS
• DMC has completed its initial desktop review of the historical
geological data.
• An on-site review has also been completed.
• Significant intercepts include:
S1 : 23m @ 54.6% Fe. (Hole depth – 24m)
Incl. 12m @ 60.4% Fe (from 11m)
S3: 56m @ 55.1% Fe (Hole depth – 56m)
Incl. 30m @ 61.2% Fe (from 0m)
S4: 52m @ 58.0% Fe (Hole depth – 54m)
Incl. 24m @ 62.7% Fe (from 10m)
S8: 64m @ 57.4% Fe (Hole depth – 64m)
Incl. 42m @ 60.2% Fe (from 0m)
S13: 64m @ 54.2% Fe (Hole depth – 64m)
Incl. 28m @ 59.2% Fe (from 0m)
S15: 22m @ 53.6% Fe (Hole depth – 22m)
Incl. 11m @ 60.1% Fe (from 11m)
S19: 40m @ 53.2% Fe (Hole depth – 45m)
Incl. 12m @ 60.8% Fe (from 28m)
S22: 28m @ 55.6% Fe (Hole depth – 28m)
Incl. 14m @ 60.1% Fe (from 14m)
S23: 50m @ 54.5% Fe (Hole depth – 50m)
Incl. 18m @ 59.7% Fe (from 12m)
S25: 26m @ 57.2% Fe (Hole depth – 26m)
Incl. 10m @ 60.7% Fe (from 6m)
S27: 18m @ 54.9% Fe (Hole depth – 18m)
Incl. 10m @ 60.7% Fe (from 6m)
S29: 24m @ 53.1% Fe (Hole depth – 27m)
Incl. 8m @ 60.5% Fe (from 7m)
• Results confirm the opportunity exists for hematite mining.
• DMC’s intention is to convert the previous tonnage estimate
where possible, to be reported according to JORC standards.
• Mining and processing options will be assessed by GRD
Minproc within the scoping study currently underway.
SUMMARY
The directors of DMC Mining Limited (“DMC”) are pleased to announce details of a recent geological desktop review and on site assessment of the Mayoko Iron Ore Project in The Republic of The Congo.
These results confirm DMC’s corporate objective to expedite the development of the Mayoko Iron Ore Project and bring the project into production prior to January 2010.
Mining and processing options, along with estimates of capital infrastructure requirements and operating expenditure will be assessed by GRD Minproc within the scoping study currently underway.
DMC also intends to commence an exploration program to further increase the potentially economic tonnage of the project. An exploration program objective is to confirm mineralisation along strike and also at depth, given many of the previous drill
holes are open at depth.
GEOLOGICAL SUMMARY
As a result of the previous drilling an iron ore tonnage estimate was derived as per C1 and C2 (non JORC) classifications. The Fe cut off grade used for the previous tonnage calculation was 50% and the average grade was 56%.
In light of the current iron ore market and commercial aspects surrounding all facets of project development including current iron ore prices, it is possible the cut off Fe grade could be lower when DMC reports a resource estimate according to JORC standards.
The previous drill holes covered an area of approximately 5.0km X 1.2km. Within this area, 26 holes (holes S1 to S30) were drilled on a 100m X 200m grid, covering approximately 1.4km X 400m.
The exploration target of 750MT to 800MT referred to in DMC’s previous ASX announcement was developed by I.C.E.S GEOMIN (“ICES”) and comes as a result of potentially economic drill intersections of the 11 drill holes outside the deposit area and an extensive ground magnetic survey of the region. Fresh ferruginous quartzites
(magnetite) is considered to be the main mineralisation of the exploration target.
The project area lies over the Precambrian Congo Craton of West Africa. The area consists of meta-sedimentary rocks that have been metamorphosed up to granulite facies and are around 2,540 million years old.
Enrichment of iron occurs within deeply weathered iron-rich metamorphic rocks, that have been termed “Chapeau de Fer” or hats of iron. There appears to be a ferruginous crust which is high grade hematite covering part of the deposit. Below the crust is a weathered and disintegrated ferruginous quartzite zone which is hematite accompanied by magnetite and generally of lower grade.
The following geological summary and drill hole results has been translated from the original ICES report (1974/1975) :
The geological research works carried out in relation to the ferruginous formations of Mayoko primarily concerned the following four aspects of the presentation of the ore body:
a) fresh ferruginous quartzites
b) weathered and disintegrated ferruginous quartzites (eluvia)
c) ferruginous crust (Chapeau de Fer)
d) the colluvia, accumulated materials from mountain slopes, produced from the
disintegration of ferruginous quartzites
a) Fresh ferruginous quartzites
These formations constitute concordant bands with the amphibolites and amphibolite schists encountered on either side of the Louessé River. These bands can have a width of up to 300 meters and a can reach 11 km in length. The contact with the amphibolite schist can be clear-cut or very gradual, by substitution of the quartz with
amphibole and the gradual disappearance of the magnetite.
Macroscopically, these formations are green-grey or reddish-grey in colour, compact, hard and with a vitrified appearance. Also visible are alternating beds of quartz, which have a thickness of a few millimetres each creating a ribboned effect. On the small surfaces (1 to 20 dm2), it can be seen that the magnetite bands grow larger to the detriment of the quartz band. In these cases, the iron ore body becomes compact.
The opposite situation can sometimes be encountered, the rock becomingbarren. Undulations, true convolutions of these quartz and magnetite bands, can also be observed.
From a microscopic perspective, the rock is made up of quartz (40-50%) equal to or smaller than 0.6 to 0.8 mm in size in the form of polygonal crumbs having iron oxyhydroxides at their edges. Magnetite, the second main constituent, is present in
the form of isometric crumbs equal to or smaller than 0.5 to 1.5 mm in size, often bordered by hematite or collomorphic films of limonite. Pyrrhotite appears sporadically in the form of small hydiomorphic or hypidimorphic crumbs. It can be observed by microscope that the two main minerals of quartz and magnetite are not tightly linked, the cement often being constituted of thin films of limonite.
The total tenor in iron is 35 to 45% whereas the silica tenor remains between 30 and 45%. If, during the process of treatment and enrichment of the ore, the extraction yield proves sufficiently high, the ferruginous quartzites may constitute a not
insignificant source of raw materials.
b) Weathered and disintegrated ferruginous quartzites (eluvia)
In all cases on the surface of the mountain crest, the ferruginous quartzites are weathered and disintegrated as a result of the action of natural factors. These weathering processes are more or less advanced near the surface, transforming, immediately below, under the cover of clay and lateritic soils, into flags and
fragments mixed with the limonitic clay. In parallel with these weathering processes, the quartz is partially bleached, the formation thus being enriched in iron.
Macroscopically, these weathered quartzites are present in the form of reddishbrown fragments and scoria. The old ribboned appearance is easily recognisable. The magnetite is partially transformed into hematite and limonite. The thickness of these formations can reach up to 52 metres. Under the microscope, it can be observed that
the waste rock is composed of quartz (5 to 10%), the quartz particles remaining surrounded by a collomorphic mass of iron oxyhydroxides which has centres of recrystallization.
The hematite is often granular, polygonal and of a size equal to or
less than 0.2 mm, spotted, polysynthetic and cemented by the mass of porous limonite. The limonite is present in collomorphic and reniform deposits which give it a honeycomb appearance. The magnetite appears in the form of isometric particles
which often transform into hematite.
c) Ferruginous crust (gossan)
This type of formation represents a more advanced stage of weathering of ferruginous quartzites, during which the magnetite is completely transformed into hematite and the latter is partially transformed into limonite. On Mount Lékoumou, the ferruginous crust extends over an area of 320 x 140 m.
Macroscopically, the formations are reddish brown with violet iridescence. They are hard and compact. The small constituents still reveal their old ribboned texture but their orientation is different to that of the usual orientation of geological formations.
Microscope observations reveal a low percentage of quartz (2-3%) in the form of small particles. The main mass is comprised of iron oxyhydroxides with many centres of recrystallization. The hematite is one of the main components of the ferruginous crust.
It is granular, polygonal and of a size equal to or less than 0.2 mm. Within the overall formation, the microgranular hematite is cemented by a porous mass. The latter may be in the form of films around the hematite and quartz crystals. Pyrrhotite
appears sporadically in small hydiomorphic particles.
d) Colluvia – accumulated materials from mountain slopes, produced from the disintegration of ferruginous quartzites
The weathering and disintegration processes have continually changed over the course of geological time. On the mountain crests, the products of weathering accumulated in large quantities and, then, becoming unbalanced, tumbled to the foot of the mountains. It is under these conditions that water of infiltration and
groundwater have continued the weathering process, thereby bleaching the last grains of silica. This state was observed from a large number of drillings made in this area of the deposit. The boreholes cut through a layer of approximately 4 to 5 meters in thickness with the particles of hematite and magnetite having a sandy appearance and centimetric grains of quartz being found which the groundwater has not been able to bleach. In this layer, the total tenor in iron exceeds 60%.
Near the surface, it is also observed that the total tenor in iron diminishes in parallel with the increase in the quantity of yellow clay, which constitutes the cover soil.
Within the whole, these eluvial and colluvial deposits can be grouped together as layers, the edges of which end in a gradual flaking, as is the case for the lens.
Consequently, it is preferable to describe them as “layer-lens”. Due to the lack of a clear-cut contour between the layer-lens and the surrounding rock, the determination of this pocket was made on the basis of the chemical analysis of samples which presented a total minimum tenor of 50% total iron. This is not the case for the colluvia in which lower limits with the weathered amphibolite schists are visible.
The length of the layer-lens on the Mount Lékoumou deposit, determined in the south-west to north-east direction, is 1,700 meters. Its maximum width (at itssouth-west end) is 500 meters. The thickness intercepted by the boreholes varies between 2 and 60 meters with an average of 18.9 m. Within the Mount Mipoundi
perimeter, the length of the layer-lens is 2,300 meters with a width of between 50 and 60 meters.
From the perspective of mineralogical composition, the iron ore body of the Mount Lékoumou area may be subdivided into two parts:
a) The ferruginous crust, constituted almost entirely of hematite and limonite located at the south-west end of the mountain: the area over which these formations extends measures 320 x 140 meters.
b) The weathered and disintegrated quartzites located on the crest and accumulated on the slopes and at the foot of the mountain (eluvia and colluvia): the mineralogical composition is constituted of hematite accompanied by magnetite. A decrease in iron concentrations in line with depth and a parallel increase in silica in the case of eluvia and the opposite relationship in the case of colluvia can be observed.
Hole
No.
Hole
Depth From To Meters Fe (%)
Si02
(%)
Al2O5
(%) P (%)
S1 24 1 24 23 54.60 8.54 4.80 0.04
11 23 Inc. 12 60.39 4.63 2.86 0.05
S2 30 20 24 4 50.50 15.56 1.82 0.06
S3 56 0 56 56 55.19 17.98 0.22 0.13
0 30 Inc. 30 61.18 9.95 0.38 0.06
S4 55 0 52 52 58.03 5.11 0.99 NA
10 34 Inc. 24 62.75 1.66 0.42 NA
S5 44 0 38 38 51.67 17.61 3.13 0.15
S6 14 6 12 6 45.57 14.28 8.42 0.06
S7 38 0 20 20 53.07 11.03 4.74 0.08
S8 64 0 64 64 57.43 8.90 2.06 0.12
0 42 Inc. 42 60.24 4.73 2.41 0.14
S9 21 0 21 21 55.05 3.66 8.03 0.12
S10 24 0 24 24 55.79 8.57 4.21 0.13
2 6 Inc. 4 61.45 0.79 4.92 0.17
S12 17 6 17 11 55.40 5.29 5.72 0.05
S13 64 0 64 64 54.25 15.54 2.35 0.20
0 28 Inc. 28 59.19 7.85 2.98 0.15
S14 9 0 9 9 58.46 4.40 5.07 0.07
2 9 Inc. 7 60.08 3.32 4.43 0.08
S15 22 0 22 22 53.64 7.28 7.28 0.06
11 22 Inc. 11 60.08 5.31 4.33 0.05
S16 42 2 8 6 61.86 10.51 0.00 0.07
S18 9 5 9 4 51.13 14.05 8.33 0.07
S19 45 2 42 40 53.27 11.34 4.43 0.07
28 40 Inc. 12 60.82 6.61 2.23 0.09
S21 8 4 8 4 53.30 7.36 7.81 0.07
S22 28 0 28 28 55.65 8.90 5.02 0.10
14 28 Inc. 14 60.12 8.78 2.15 0.09
S23 50 0 50 50 54.49 9.23 5.27 0.07
12 30 Inc. 18 59.68 4.00 3.69 0.07
S24 10 0 10 10 50.40 8.18 8.13 0.06
S25 26 0 26 26 57.23 5.82 5.12 0.08
8 22 Inc. 14 61.27 4.39 2.78 0.08
S26 25 0 25 25 44.29 24.68 4.71 0.04
S27 18 0 18 18 54.92 10.87 4.05 0.07
6 16 Inc. 10 60.75 5.18 3.94 0.07
S29 27 3 27 24 53.11 12.18 6.30 0.05
7 15 Inc. 8 60.49 3.92 4.77 0.06
S30 20 4 20 16 50.40 8.30 8.89 0.07
S31 33 3 23 20 54.51 8.50 5.86 0.07
S32 6 4 6 2 41.3 12.74 15.5 0.10
S33 10 9 10 1 47.1 17.21 7.43 0.07
S34 29 3 29 26 36.38 29.26 9.18 0.08
S36 32 0 32 32 43.28 29.63 2.45 0.06
S37 40 2 40 38 40.78 24.36 4.37 0.08
S38 57 3 39 36 40.14 28.19 4.40 0.07
S39 54 8 24 16 52.61 14.99 2.43 0.06
S40 15 7 15 8 49.19 18.38 2.73 0.06
S41 34 4 34 30 44.86 28.59 1.73 0.06
S42 23 3 19 16 51.81 15.43 4.77 0.06
DRILLING AND SAMPLING METHODS
All exploration work relating to this report was carried out by I.C.E.S Geomin Bucharest between 1974 & 1975.
All drill holes were vertical. Samples, 2 meters in
length, were taken wherever the boreholes passed through the iron ore body, the cores being divided into two pieces. One of the cores was sent to the laboratory with the other serving as a check sample. In total, 649 samples were taken and sent for grinding at the Brazzaville School of Sciences and 643 were chemically analysed.
From the same samples, 15 were again analysed for control purposes.
The main rock types were determined on the basis of 13 samples, the studies being performed on 12 thin lamina and 5 polished sections.
DMC CAPITAL STRUCTURE
DMC listed on the Australian Securities Exchange under the ASX Codes “DMM” and “DMMO”. The following is a summary of the securities on issue or proposed to be issued.
SHARES OPTIONS
CURRENTLY ON ISSUE 28.3 13.0
PROPOSED (Mayoko Acquisition) 7.5 11.0
TOTAL 35.8 24.0
For further information please contact:
David Sumich, Executive Director,
DMC Mining Limited: +61 8 9486 1909
Competent Persons: The contents of this report relating to geology and exploration results are based on information compiled by William Witham, a Member of the Australian Institute of Geoscientists.
He has sufficient experience related to the activity being undertaken to qualify as a “Competent Person”, as defined in the 2004 edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves. William Witham also has sufficient experience relevant to the styles of
mineralisation and types of deposit under consideration.
He consents to the inclusion in this report of the matters compiled by him in the form and context in which they appear."
Ich würde ja meinen, das sind SUPERgeile Ergebnisse,
die sollten das alles tendenziell bestätigen.
Muss das nochmal mit den Karten in Verbindung bringen,
aber wahrscheinlich sollten davon noch eiiinige folgen.
Wenn sich das mit dem Kongo klären sollte,
dann werde ich hier wahrscheinlich ziemlich stark
(für meine Verhältnisse) einsteigen
-dann seh ich niedrige Kurse als GESCHENK!!
Wenn sie die vorgenommene Resource in etwa bestätigen
und es schaffen sollten, daß in Produktion zu bringen
(was ja gar nicht mehr allzulang hin wär),
dann dürfte hier ein ziemlich großes Unternehmen draus werden,
zusätzlich scheinen(!) mir auch die erzielten Durchschnittsgehalte
noch ein kleines Eckchen besser, als die anvisierten 45%,
wobei man da natürlich noch die weiteren Ergebnisse abwarten muss.
Bin sehr sehr gespannt...
Ich hatte vor etwa einer Woche, am 26.02. -gleich nach der
vorletzten News- (ganz ernsthaft!) überlegt, einen Wert im Depot
gegen 'Hathor Expl.' auszutauschen,
mich hatte es dann aber richtig irritiert, daß der Kurs
kein bisschen darauf reagiert hat, sogar mit über 10% im
Minus notierte.
Und jetzt DAS...!!!
Kurz- mittelfristig wahnsinnig ärgerlich,
längerfristig störts mich kaum.
Werde wahrscheinlich demnächst trotzdem noch einen Wert
austauschen, das dumme ist nur, daß mir die Zusammenstellung echt
sehr gut gefällt, ich weiss echt nicht, welchen ich rausnehmen
soll, mal sehen.
Aber eins hat mich das -mal wieder- gelehrt:
einfach mal fast -gar nichts auf diese kurzfristige,
spekulative Auf- und Ab geben,
sondern immer schön die längerfristigen, übergeordneten
Perspektiven im Auge behalten +versuchen zu verstehen.
vorletzten News- (ganz ernsthaft!) überlegt, einen Wert im Depot
gegen 'Hathor Expl.' auszutauschen,
mich hatte es dann aber richtig irritiert, daß der Kurs
kein bisschen darauf reagiert hat, sogar mit über 10% im
Minus notierte.
Und jetzt DAS...!!!
Kurz- mittelfristig wahnsinnig ärgerlich,
längerfristig störts mich kaum.
Werde wahrscheinlich demnächst trotzdem noch einen Wert
austauschen, das dumme ist nur, daß mir die Zusammenstellung echt
sehr gut gefällt, ich weiss echt nicht, welchen ich rausnehmen
soll, mal sehen.
Aber eins hat mich das -mal wieder- gelehrt:
einfach mal fast -gar nichts auf diese kurzfristige,
spekulative Auf- und Ab geben,
sondern immer schön die längerfristigen, übergeordneten
Perspektiven im Auge behalten +versuchen zu verstehen.
-Galaxy Resources
"Galaxy skyrockets
Tuesday, 4 March 2008
Lorna Seatter
SHARES in Western Australia-focused Galaxy Resources soared almost 64% in intra-day trade, after the company announced it had added lithium carbonate production to its bankable feasibility study at its flagship Mt Cattlin lithium-tantalum project."
Aus Eisensicht wird man aber erst noch gucken müssen,
ob sich da was ergibt.
"Galaxy skyrockets
Tuesday, 4 March 2008
Lorna Seatter
SHARES in Western Australia-focused Galaxy Resources soared almost 64% in intra-day trade, after the company announced it had added lithium carbonate production to its bankable feasibility study at its flagship Mt Cattlin lithium-tantalum project."
Aus Eisensicht wird man aber erst noch gucken müssen,
ob sich da was ergibt.
"Murchison to go ahead with ports proposal
Tuesday, 4 March 2008
MURCHISON Metals – one of the miners interested in building a deepwater port at Oakajee – announced that Oakajee Port & Rail will make a formal proposal for the port's construction."
Tuesday, 4 March 2008
MURCHISON Metals – one of the miners interested in building a deepwater port at Oakajee – announced that Oakajee Port & Rail will make a formal proposal for the port's construction."
"Flinders Diamonds to raise funds, flags name change
Monday, 3 March 2008
Colin Jacoby
FLINDERS Diamonds is set to boost its coffers to the tune of $A14.6 million to fund a maiden drilling program at its Hamersley iron ore prospect in Western Australia’s Pilbara, and has announced a name change that will better reflect the company’s changing profile."
Monday, 3 March 2008
Colin Jacoby
FLINDERS Diamonds is set to boost its coffers to the tune of $A14.6 million to fund a maiden drilling program at its Hamersley iron ore prospect in Western Australia’s Pilbara, and has announced a name change that will better reflect the company’s changing profile."
"Chameleon director takes Murchison to court *UPDATED*
Thursday, 28 February 2008
Kate Haycock
CHAMELEON Mining’s director Siew Hong Koh has launched a new legal campaign against Murchison Metals, claiming that he and an associate are owed 5% of Murchison’s Jack Hills and Weld Range tenements."
Da scheint irgendwas gerichtliches zu laufen,
kann ich nichts genaueres zu sagen,
aber wenn es sich wirklich "nur" um 5% handeln sollte,
wäre das wohl -selbst bei einem negativen Ausgang-
zu vernachlässigen.
Thursday, 28 February 2008
Kate Haycock
CHAMELEON Mining’s director Siew Hong Koh has launched a new legal campaign against Murchison Metals, claiming that he and an associate are owed 5% of Murchison’s Jack Hills and Weld Range tenements."
Da scheint irgendwas gerichtliches zu laufen,
kann ich nichts genaueres zu sagen,
aber wenn es sich wirklich "nur" um 5% handeln sollte,
wäre das wohl -selbst bei einem negativen Ausgang-
zu vernachlässigen.
"Cape Lambert sets sights on Africa
Wednesday, 27 February 2008
CAPE Lambert Iron is reportedly looking to spend around $A170 million on an iron ore project in Africa."
Cape Lambert sollte man sich glaube ich auch
unbedingt angucken.
Wednesday, 27 February 2008
CAPE Lambert Iron is reportedly looking to spend around $A170 million on an iron ore project in Africa."
Cape Lambert sollte man sich glaube ich auch
unbedingt angucken.
-Traka Resources
'Medusa Mining' käme nach der letzten Nachricht
-potenziell- auch dazu, aber ich lass es erstmal,
erstmal sehen ob sich da in diesem Sinne was nennenswertes tut.
-potenziell- auch dazu, aber ich lass es erstmal,
erstmal sehen ob sich da in diesem Sinne was nennenswertes tut.
-Aurora Minerals
zu 'Northern Iron' wurde gerade ein Thread aufgemacht
==> Thread: Norwegisches Eisen von Northern Iron Ltd. und die Recherche von tommy-hl
Und auch wieder ein schönes Beispiel, wo es mit so einer
(noch?) "recht moderaten" Resource hingehen kann,
ganz abgesehen davon, daß die wahrsch. auch noch recht
am Anfang stehen, zumindest noch eine ziemlich interessante
Zukunft vor sich haben.
(erklärt vielleicht auch meine Begeisterung
für Explorations- und Early Stage Werte)
Nachdem ich mich echt echt nicht entscheiden konnte,
welchen Wert ich aus dem Depot rausnehme,
hab ich mir überlegt, das Budget doch nochmal aufzustocken,
erstmal kommt nur einer dazu, aber ich ver2ppel mal den
virtuellen Einsatz auf 200.000E.
Auch wenn die Streuung dadurch sehr groß wird,
gibt einfach vielviel zuviele interessante Werte
-hätte immer wieder vor dem gleichen Problem gestanden.
Also, Neuaufnahme:
DMC Mining 37037St, Wert: 9999,99
verrechnen mach ich demnächst.
Bin mir nicht sicher, ob es Timing mässig optimal ist,
Wäre auch wohl die abstandslos spekulativste Position
(HOCHspekulativ), Totalverlust möglich,
aber die mordsmässig großen Chancen, wenn alles funktionieren
sollte, habens mir einfach angetan.
Totalverlust ausdrücklich mit einkalkuliert.
==> Thread: Norwegisches Eisen von Northern Iron Ltd. und die Recherche von tommy-hl
Und auch wieder ein schönes Beispiel, wo es mit so einer
(noch?) "recht moderaten" Resource hingehen kann,
ganz abgesehen davon, daß die wahrsch. auch noch recht
am Anfang stehen, zumindest noch eine ziemlich interessante
Zukunft vor sich haben.
(erklärt vielleicht auch meine Begeisterung
für Explorations- und Early Stage Werte)
Nachdem ich mich echt echt nicht entscheiden konnte,
welchen Wert ich aus dem Depot rausnehme,
hab ich mir überlegt, das Budget doch nochmal aufzustocken,
erstmal kommt nur einer dazu, aber ich ver2ppel mal den
virtuellen Einsatz auf 200.000E.
Auch wenn die Streuung dadurch sehr groß wird,
gibt einfach vielviel zuviele interessante Werte
-hätte immer wieder vor dem gleichen Problem gestanden.
Also, Neuaufnahme:
DMC Mining 37037St, Wert: 9999,99
verrechnen mach ich demnächst.
Bin mir nicht sicher, ob es Timing mässig optimal ist,
Wäre auch wohl die abstandslos spekulativste Position
(HOCHspekulativ), Totalverlust möglich,
aber die mordsmässig großen Chancen, wenn alles funktionieren
sollte, habens mir einfach angetan.
Totalverlust ausdrücklich mit einkalkuliert.
noch ein Versuch zu 'Northern Iron':
Thread: Norwegisches Eisen von Northern Iron Ltd. und die Recherche von tommy-hl
Scheint mir -rein auf die Informationen im Thread bezogen-
ein interessanter fortgeschrittener Wert mit potenziell
baldigem Produktionsbeginn zu sein.
Thread: Norwegisches Eisen von Northern Iron Ltd. und die Recherche von tommy-hl
Scheint mir -rein auf die Informationen im Thread bezogen-
ein interessanter fortgeschrittener Wert mit potenziell
baldigem Produktionsbeginn zu sein.
mir ist gerade aufgefallen, es werden aktuell immer mehr
Threads zu Eisenwerten eröffnet
(allerdings meist zu den Fortgeschrittenen):
Consolidated Thompson Iron
Thread: Consolid.Thomp. Iron Mines! Eine lupenreine Longposition :)
Australasian Resources
Thread: AUSTRALASIAN RESOURCES
Continental Capital (ehemals Continental Goldfields)
Thread: Continental Goldfields – eines oder evtl. dass größte Vanadium Projekt der Welt
Ecometals (ehemals Goldmarca)
Thread: ecometals ltd. (TSX-V: EC)
Gindalbie Metals
Thread: Sundance wird Gindalbie
Tertiary Minerals
Thread: TERTIARY MINERALS
Sundance Resources
Thread: 500% in 3 Monaten mit SUNDANCE RES LTD - noch unterbewetet (800% Potential)
Cape Lambert Iron
Thread: CAPE LAMBERT - 300 Mio to indicated - supply deal mit Sinosteel
Murchinson Metals
Thread: Murchison Metals TOP - TIPP
Carnavale Resources
Thread: Karneval bei Carnavale
Aricom
Thread: ARICOM - Portfolio of mineral assets in Russia’s Far East,
Alberta Star Development
Thread: Alberta Star, Uran und Silber
und einige andere...
'Sundance Resources' hatte ich fälschlicherweise die ganze
Zeit mit einem anderen Titel verwechselt +deshalb nicht aufgeführt,
wird jetzt nachgeholt:
-Sundance Resources
(mach heute durch)
Threads zu Eisenwerten eröffnet
(allerdings meist zu den Fortgeschrittenen):
Consolidated Thompson Iron
Thread: Consolid.Thomp. Iron Mines! Eine lupenreine Longposition :)
Australasian Resources
Thread: AUSTRALASIAN RESOURCES
Continental Capital (ehemals Continental Goldfields)
Thread: Continental Goldfields – eines oder evtl. dass größte Vanadium Projekt der Welt
Ecometals (ehemals Goldmarca)
Thread: ecometals ltd. (TSX-V: EC)
Gindalbie Metals
Thread: Sundance wird Gindalbie
Tertiary Minerals
Thread: TERTIARY MINERALS
Sundance Resources
Thread: 500% in 3 Monaten mit SUNDANCE RES LTD - noch unterbewetet (800% Potential)
Cape Lambert Iron
Thread: CAPE LAMBERT - 300 Mio to indicated - supply deal mit Sinosteel
Murchinson Metals
Thread: Murchison Metals TOP - TIPP
Carnavale Resources
Thread: Karneval bei Carnavale
Aricom
Thread: ARICOM - Portfolio of mineral assets in Russia’s Far East,
Alberta Star Development
Thread: Alberta Star, Uran und Silber
und einige andere...
'Sundance Resources' hatte ich fälschlicherweise die ganze
Zeit mit einem anderen Titel verwechselt +deshalb nicht aufgeführt,
wird jetzt nachgeholt:
-Sundance Resources
(mach heute durch)
Hi Popeye,
Eisenerz und aussichtsreiche Explorer gehören m. M. nach momentan zu den lukrativsten Investments. Da ist Deine Auflistung hier schon ganz nützlich. Vielleicht könnte man die Liste durch „Parameter“ ergänzen, um die besten Werte ausfindig zu machen?
Ich denke da an:
- MK
- Cashbestand
- Ist die Aktie in DE handelbar
- Ressourcen nach NI oder JORC
- Ressourcen geschätzt ohne NI oder JORC
- Geplanter Produktionsstart
- Geplantes Produktionsvolumen
- Infrastruktur
- PFS oder FS vorhanden
- Bewertung pro Tonne: MK/Ressourcen
Ist eine Menge Arbeit, aber wenn man sich erst mal die Werte rauspickt, die in DE gehandelt werden, wird die Liste schon kleiner. Zu einigen Werten aus Deiner Liste kann ich etwas beitragen, wenn Du das wünscht.
Gruß
tommy
Eisenerz und aussichtsreiche Explorer gehören m. M. nach momentan zu den lukrativsten Investments. Da ist Deine Auflistung hier schon ganz nützlich. Vielleicht könnte man die Liste durch „Parameter“ ergänzen, um die besten Werte ausfindig zu machen?
Ich denke da an:
- MK
- Cashbestand
- Ist die Aktie in DE handelbar
- Ressourcen nach NI oder JORC
- Ressourcen geschätzt ohne NI oder JORC
- Geplanter Produktionsstart
- Geplantes Produktionsvolumen
- Infrastruktur
- PFS oder FS vorhanden
- Bewertung pro Tonne: MK/Ressourcen
Ist eine Menge Arbeit, aber wenn man sich erst mal die Werte rauspickt, die in DE gehandelt werden, wird die Liste schon kleiner. Zu einigen Werten aus Deiner Liste kann ich etwas beitragen, wenn Du das wünscht.
Gruß
tommy
.
- Citi erwartet für nächstes Jahr weitere 30% Preissteigerung für Eisenerz ...
- Der Markt für die Lieferung von Eisenerz bleibt eng für die nächsten Jahre ...
Broker tips big rise in store for iron ore
5th March 2008, 6:45 WST
Analysts at influential investment bank Citi have weakened attempts by Asian steel mills to withstand Rio Tinto’s demand for a 70-plus per cent rise in 2008 benchmark iron ore prices by forecasting that next year’s price is likely to rise another 30 per cent.
While Rio and arch-rival BHP Billiton remain locked in tense negotiations with their steel mill customers over this year’s price, Citi analysts Alan Heap and Alex Tonks say they expect iron ore markets to remain tight “for the next few years” and the gap between the benchmark and the much higher spot price to narrow.
In tipping a 30 per cent rise in benchmark prices for 2009, the analysts also forecast a long-term price of about $US60 a tonne, compared to the $US55/t Rio receives for its Pilbara ore.
The bullish Citi note — the broker yesterday declared it was “perhaps now the biggest iron ore bull” — will come as a huge tonic to WA’s iron ore industry. The influential Citi research will help Rio and BHP’s demand for a freight premium for their Pilbara ore to counter their mines’ proximity to Asia when compared to their main rival, Brazil’s Vale. Rio and BHP are demanding a share of the cost savings reaped by Asia’s steel mills for sourcing Pilbara ore, at a significantly lower freight cost, than the Brazilian product.
The freight argument is the reason why neither Rio nor BHP have joined Vale in agreeing to a 65 per cent benchmark price rise this year.
The steel mills have so far resisted Rio and BHP’s demands for fear of causing irreparable damage to the decades-old benchmark pricing system, which has helped steel mills avoid buying iron ore on the spot market where prices are twice as high.
PETER KLINGER
www.thewest.com.au
- Citi erwartet für nächstes Jahr weitere 30% Preissteigerung für Eisenerz ...
- Der Markt für die Lieferung von Eisenerz bleibt eng für die nächsten Jahre ...
Broker tips big rise in store for iron ore
5th March 2008, 6:45 WST
Analysts at influential investment bank Citi have weakened attempts by Asian steel mills to withstand Rio Tinto’s demand for a 70-plus per cent rise in 2008 benchmark iron ore prices by forecasting that next year’s price is likely to rise another 30 per cent.
While Rio and arch-rival BHP Billiton remain locked in tense negotiations with their steel mill customers over this year’s price, Citi analysts Alan Heap and Alex Tonks say they expect iron ore markets to remain tight “for the next few years” and the gap between the benchmark and the much higher spot price to narrow.
In tipping a 30 per cent rise in benchmark prices for 2009, the analysts also forecast a long-term price of about $US60 a tonne, compared to the $US55/t Rio receives for its Pilbara ore.
The bullish Citi note — the broker yesterday declared it was “perhaps now the biggest iron ore bull” — will come as a huge tonic to WA’s iron ore industry. The influential Citi research will help Rio and BHP’s demand for a freight premium for their Pilbara ore to counter their mines’ proximity to Asia when compared to their main rival, Brazil’s Vale. Rio and BHP are demanding a share of the cost savings reaped by Asia’s steel mills for sourcing Pilbara ore, at a significantly lower freight cost, than the Brazilian product.
The freight argument is the reason why neither Rio nor BHP have joined Vale in agreeing to a 65 per cent benchmark price rise this year.
The steel mills have so far resisted Rio and BHP’s demands for fear of causing irreparable damage to the decades-old benchmark pricing system, which has helped steel mills avoid buying iron ore on the spot market where prices are twice as high.
PETER KLINGER
www.thewest.com.au
.
Australia forcasts large commodities gains
Australia, the world`s largest shipper of coal, iron ore and wool, forecast the biggest gain in commodity exports in 29 years, driven by demand in China.
Sales may rise 30% to a fifth straight record of A$189.1 billion (US$178 billion) in the year ending June 30, 2009, the Canberra-based Australian Bureau of Agricultural and Resource Economics said on Tuesday. That compares with a revised A$145.6 billion this fiscal year and is the biggest gain since 1979-1980.
Prices for the nation`s top five commodity exports (iron ore, coking and thermal coals, gold and crude oil) have risen to records this year, stoking earnings at producers including BHP Billiton. Surging prices drove inflation in China and Japan to the fastest pace in about a decade, and the forecaster on Tuesday said there are risks of more increases in emerging markets.
"The underlying demand from the economic growth of countries like China, India, Vietnam is probably going to continue for another two decades," Saul Eslake, chief economist at Australia and New Zealand Banking Group Ltd, told reporters at the bureau`s Outlook 2008 conference in Canberra. "Part of the rise in global inflation we`ve seen over the past year is directly attributable to rising prices for energy and, more recently, for food."
China`s economy expanded 11.4% in 2007, the fastest in 13 years, and consumer prices gained 4.8%, exceeding the government`s 3% target. China`s demand is driving Australia`s 17th year of economic growth as companies spend a record A$57.9 billion developing mines and oil fields.
"Continued strong economic growth, industrialisation and urbanisation in China are putting pressure on domestic resources," the forecaster said in its March quarter report. The commodity export forecast comes as the Reserve Bank of Australia raised its benchmark interest rate to the highest in almost 12 years to slow the fastest inflation since 1991. Raw materials account for about 17% of Australia`s economy.
"The very real concern that our central bank shares with the central banks of countries like China and Vietnam is that rising prices for food and energy could become more widespread and lead to inflationary wage demands," ANZ`s Eslake said. Contract prices for iron ore in the year starting April 1 rose by as much as 71%.
Prices for hard-coking coal may surge to a record US$200/t from US$98/t this contract year, a Bloomberg survey last month showed. Spot prices for thermal coal and coking coal climbed to records this year after flooding at mines in Australia and snowstorms in China.
"China is far and away the biggest underlying force" driving sales, Peter Arden, an analyst at Ord Minnett Ltd, an affiliate of JPMorgan Chase & Co, said by phone from Melbourne. "The outlook is very, very rosy."
China`s biggest commodity companies, including Aluminum Corp of China Ltd have said they`re concerned that BHPB`s proposed takeover of rival Rio Tinto Group would concentrate supplies and wield too much pricing power. BHPB and Rio Tinto are the world`s largest and third- largest mining companies.
Exports of minerals and energy are forecast to jump 33% to A$153.4 billion in fiscal 2009, the bureau said. Earnings from energy commodities may gain 54% to A$66.8 billion on increased volumes and higher prices for coal and oil. Gold prices, which rose to a record on Monday, may average US$870/oz in 2008, 25% higher than 2007.
Mining Journal Online (Bloomberg, March 4)
Australia forcasts large commodities gains
Australia, the world`s largest shipper of coal, iron ore and wool, forecast the biggest gain in commodity exports in 29 years, driven by demand in China.
Sales may rise 30% to a fifth straight record of A$189.1 billion (US$178 billion) in the year ending June 30, 2009, the Canberra-based Australian Bureau of Agricultural and Resource Economics said on Tuesday. That compares with a revised A$145.6 billion this fiscal year and is the biggest gain since 1979-1980.
Prices for the nation`s top five commodity exports (iron ore, coking and thermal coals, gold and crude oil) have risen to records this year, stoking earnings at producers including BHP Billiton. Surging prices drove inflation in China and Japan to the fastest pace in about a decade, and the forecaster on Tuesday said there are risks of more increases in emerging markets.
"The underlying demand from the economic growth of countries like China, India, Vietnam is probably going to continue for another two decades," Saul Eslake, chief economist at Australia and New Zealand Banking Group Ltd, told reporters at the bureau`s Outlook 2008 conference in Canberra. "Part of the rise in global inflation we`ve seen over the past year is directly attributable to rising prices for energy and, more recently, for food."
China`s economy expanded 11.4% in 2007, the fastest in 13 years, and consumer prices gained 4.8%, exceeding the government`s 3% target. China`s demand is driving Australia`s 17th year of economic growth as companies spend a record A$57.9 billion developing mines and oil fields.
"Continued strong economic growth, industrialisation and urbanisation in China are putting pressure on domestic resources," the forecaster said in its March quarter report. The commodity export forecast comes as the Reserve Bank of Australia raised its benchmark interest rate to the highest in almost 12 years to slow the fastest inflation since 1991. Raw materials account for about 17% of Australia`s economy.
"The very real concern that our central bank shares with the central banks of countries like China and Vietnam is that rising prices for food and energy could become more widespread and lead to inflationary wage demands," ANZ`s Eslake said. Contract prices for iron ore in the year starting April 1 rose by as much as 71%.
Prices for hard-coking coal may surge to a record US$200/t from US$98/t this contract year, a Bloomberg survey last month showed. Spot prices for thermal coal and coking coal climbed to records this year after flooding at mines in Australia and snowstorms in China.
"China is far and away the biggest underlying force" driving sales, Peter Arden, an analyst at Ord Minnett Ltd, an affiliate of JPMorgan Chase & Co, said by phone from Melbourne. "The outlook is very, very rosy."
China`s biggest commodity companies, including Aluminum Corp of China Ltd have said they`re concerned that BHPB`s proposed takeover of rival Rio Tinto Group would concentrate supplies and wield too much pricing power. BHPB and Rio Tinto are the world`s largest and third- largest mining companies.
Exports of minerals and energy are forecast to jump 33% to A$153.4 billion in fiscal 2009, the bureau said. Earnings from energy commodities may gain 54% to A$66.8 billion on increased volumes and higher prices for coal and oil. Gold prices, which rose to a record on Monday, may average US$870/oz in 2008, 25% higher than 2007.
Mining Journal Online (Bloomberg, March 4)
.
Forecasts for metal prices upgraded
Andrew Trounson | March 06, 2008
ANALYSTS continue to upgrade their metal, iron ore and coal price forecasts because of tight supplies and production disruptions.
According to Macquarie Equities, the relative strength in commodity markets means that some mining stocks are set to be resilient amid the global stock market uncertainty.
"In the context of day-to-day turmoil in the financial sector, we continue to believe that specific sections of the resources market should be viewed as a safe haven for equity investors," Macquarie said.
It noted, in particular, strong gold prices, long-term strength in iron ore and coal and an improving outlook for aluminium.
Macquarie yesterday upgraded its short-term forecasts for aluminium by 15-18 per cent, while also raising its near-term copper forecasts by 9-13 per cent and its nickel forecasts by 4-16 per cent.
China's aluminium production has been hit by temporary power shortages, while South African output faces longer-term power restrictions.
In iron ore, Citigroup expects supply to remain tight for at least another year and is tipping prices to rise a further 30 per cent in 2009-10 on top of the 65-71 per cent contract price rise secured by Brazil's Vale.
Reflecting the tight market, Rio Tinto and BHP Billiton are still to agree prices, negotiating hard to secure at least the upper end of the Vale deal.
Spot prices for Indian iron ore into into China continue to rise.
"The market is set to remain tight for at least another year with demand increasing and producers struggling to keep pace," Citigroup said in a report this week.
Goldman Sachs JBWere has also upgraded its 2009-10 iron ore price forecast from rollover to a 20 per cent rise. It sees prices falling back 15 per cent in 2010-11.
Goldman has also increased its 2008-09 hard coking coal price forecast by $US50 a tonne to $US250 a tonne, a huge 155 per cent rise on last year's $US98 a tonne settlement.
It has increased its thermal coal forecast by $US20 to $US130 a tonne, a 134 per cent increase on 2007-08 prices.
www.theaustralian.news.com.au
Forecasts for metal prices upgraded
Andrew Trounson | March 06, 2008
ANALYSTS continue to upgrade their metal, iron ore and coal price forecasts because of tight supplies and production disruptions.
According to Macquarie Equities, the relative strength in commodity markets means that some mining stocks are set to be resilient amid the global stock market uncertainty.
"In the context of day-to-day turmoil in the financial sector, we continue to believe that specific sections of the resources market should be viewed as a safe haven for equity investors," Macquarie said.
It noted, in particular, strong gold prices, long-term strength in iron ore and coal and an improving outlook for aluminium.
Macquarie yesterday upgraded its short-term forecasts for aluminium by 15-18 per cent, while also raising its near-term copper forecasts by 9-13 per cent and its nickel forecasts by 4-16 per cent.
China's aluminium production has been hit by temporary power shortages, while South African output faces longer-term power restrictions.
In iron ore, Citigroup expects supply to remain tight for at least another year and is tipping prices to rise a further 30 per cent in 2009-10 on top of the 65-71 per cent contract price rise secured by Brazil's Vale.
Reflecting the tight market, Rio Tinto and BHP Billiton are still to agree prices, negotiating hard to secure at least the upper end of the Vale deal.
Spot prices for Indian iron ore into into China continue to rise.
"The market is set to remain tight for at least another year with demand increasing and producers struggling to keep pace," Citigroup said in a report this week.
Goldman Sachs JBWere has also upgraded its 2009-10 iron ore price forecast from rollover to a 20 per cent rise. It sees prices falling back 15 per cent in 2010-11.
Goldman has also increased its 2008-09 hard coking coal price forecast by $US50 a tonne to $US250 a tonne, a huge 155 per cent rise on last year's $US98 a tonne settlement.
It has increased its thermal coal forecast by $US20 to $US130 a tonne, a 134 per cent increase on 2007-08 prices.
www.theaustralian.news.com.au
SA: Iron ore explorers have formed infrastructure group
6/03/2008 - Four iron ore explorers have formed a group to push for the development of export facilities at Port Bonython in South Australia, after OneSteel Ltd scuttled plans to use the Port of Whyalla.
Centrex Metals Ltd, IMX Resources NL, Ironclad Mining Ltd and Western Plains Resources Ltd have come together to promote the development of an iron ore loader and storage sheds at the Port Bonython site.
Port Bonython is about 20 kilometres from Whyalla and is used to export liquefied natural gas (LNG) and crude oil from the Cooper Basin.
The port has a 2.4 kilometre jetty, which would allow the berthing of Capesize vessels.
The newly formed Port Bonython Bulk Users Group believes there could be demand for up to 8 to 10 million tonnes per annum capacity by 2010, increasing to 20 million tonnes by 2015.
The group said the "tonnages are sufficient to underpin the development of the port without further delay, and without waiting for a commitment to the expansion of the Olympic Dam".
Port Bonython Bulk Users Group said it would work with the South Australian Chamber of Mines and Energy Inc, local and state government authorities, port operators, other current and potential users to expedite the development.
The formation of the group comes after Western Plains was advised by OneSteel that it had decided not to formalise a previous proposal to use excess capacity on transhipment barges at the Port of Whyalla to export its iron ore.
www.industrysearch.com.au
6/03/2008 - Four iron ore explorers have formed a group to push for the development of export facilities at Port Bonython in South Australia, after OneSteel Ltd scuttled plans to use the Port of Whyalla.
Centrex Metals Ltd, IMX Resources NL, Ironclad Mining Ltd and Western Plains Resources Ltd have come together to promote the development of an iron ore loader and storage sheds at the Port Bonython site.
Port Bonython is about 20 kilometres from Whyalla and is used to export liquefied natural gas (LNG) and crude oil from the Cooper Basin.
The port has a 2.4 kilometre jetty, which would allow the berthing of Capesize vessels.
The newly formed Port Bonython Bulk Users Group believes there could be demand for up to 8 to 10 million tonnes per annum capacity by 2010, increasing to 20 million tonnes by 2015.
The group said the "tonnages are sufficient to underpin the development of the port without further delay, and without waiting for a commitment to the expansion of the Olympic Dam".
Port Bonython Bulk Users Group said it would work with the South Australian Chamber of Mines and Energy Inc, local and state government authorities, port operators, other current and potential users to expedite the development.
The formation of the group comes after Western Plains was advised by OneSteel that it had decided not to formalise a previous proposal to use excess capacity on transhipment barges at the Port of Whyalla to export its iron ore.
www.industrysearch.com.au
Hey Tommy!
Also das können wir echt gern versuchen,
allerdings ist es mir trotzdem ziemlich wichtig die Anzahl/Vielfalt
der Werte beizubehalten, aus recht gutem Grund wie ich glaube.
Also gäbe wirklich mehrere Gründe dafür,
einer ist, daß ich das eher wie eine Art "Sector Review"
halten möchte, ein weiterer z.B., daß das so absolut nicht meine
Herangehensweise wäre, man damit zwar wirklich gute Chancen
auf beachtliche mittelfristige Gewinne bei einem überschaubarem
Chance/Risikoverhälnis hat, aber einem die super, superstarken
Kursentwicklungen damit so gut wie sicher entgehen
(wozu ich sehr sehr viele Eisenwerte mit so einer vergangenen
Entwicklung aufzählen könnte), um nur mal zuletzt auf
Haoma Mining oder auch Flinders zu gucken,
ist natürlich sehr viel riskanter/spekulativer
-aber ich versuch's trotzdem immer wieder.
Was vielleicht nicht schlecht wäre, wir/man könnte ja eine
Art Tool ausarbeiten -wie's z.B. im "Topexplorer2007 +08"
Thread geführt wurde-(oder wie der hiess).
Dann könnte man das 2gleisig fahren, einerseits ginge es
dann hier ziemlich weiter wie bisher
-und da gäbe es dann eine Menge eingehenderer Informationen
(zu ausgewählten Werten??).
Speziell würde ich noch sagen, beim Eisen sind wir wohl
seit kurzem auch in die erste Hypephase gekommen,
aber das wird noch eine Weile weiter gehen,
ich würde aber unbedingt auch ein Auge auf Kohle werfen,
in meinen Augen ist das nicht sehr viel anders zu betrachten,
ausser daß es da noch in einem vielleicht 1, 2 Phasen
früherem Stadium ist.
Speziell schön, wie ich finde, íst:
Mit ein paar Millionen t Kohle hat man sich mal sehr schnell
viele viele Mrd. im Boden erschlossen
-und in der Größenordnung findet man viele -derzeit noch-
kleine Werte und Unternehmen, ganz abgesehen davon, daß
die Kohlepreisentwicklung unter langfristigen Chartbetrachtungen
wirklich interessant aussieht.
(hier wird sich m. Auffassung nach sehr wahrsch. auf etwas
längere Sicht einer der nächsten Riesen Trends/Hypes anbahnen)
Habe übrigens seit 2, 3 Tagen, seit der Eröffnung des 'Northern
Iron' Threads mal ein bisschen geguckt, was Du bis jetzt
so geschrieben hast, wirklich interessant, gefällt mir
-werde wahrscheinlich desöfteren mitlesen.
Also das können wir echt gern versuchen,
allerdings ist es mir trotzdem ziemlich wichtig die Anzahl/Vielfalt
der Werte beizubehalten, aus recht gutem Grund wie ich glaube.
Also gäbe wirklich mehrere Gründe dafür,
einer ist, daß ich das eher wie eine Art "Sector Review"
halten möchte, ein weiterer z.B., daß das so absolut nicht meine
Herangehensweise wäre, man damit zwar wirklich gute Chancen
auf beachtliche mittelfristige Gewinne bei einem überschaubarem
Chance/Risikoverhälnis hat, aber einem die super, superstarken
Kursentwicklungen damit so gut wie sicher entgehen
(wozu ich sehr sehr viele Eisenwerte mit so einer vergangenen
Entwicklung aufzählen könnte), um nur mal zuletzt auf
Haoma Mining oder auch Flinders zu gucken,
ist natürlich sehr viel riskanter/spekulativer
-aber ich versuch's trotzdem immer wieder.
Was vielleicht nicht schlecht wäre, wir/man könnte ja eine
Art Tool ausarbeiten -wie's z.B. im "Topexplorer2007 +08"
Thread geführt wurde-(oder wie der hiess).
Dann könnte man das 2gleisig fahren, einerseits ginge es
dann hier ziemlich weiter wie bisher
-und da gäbe es dann eine Menge eingehenderer Informationen
(zu ausgewählten Werten??).
Speziell würde ich noch sagen, beim Eisen sind wir wohl
seit kurzem auch in die erste Hypephase gekommen,
aber das wird noch eine Weile weiter gehen,
ich würde aber unbedingt auch ein Auge auf Kohle werfen,
in meinen Augen ist das nicht sehr viel anders zu betrachten,
ausser daß es da noch in einem vielleicht 1, 2 Phasen
früherem Stadium ist.
Speziell schön, wie ich finde, íst:
Mit ein paar Millionen t Kohle hat man sich mal sehr schnell
viele viele Mrd. im Boden erschlossen
-und in der Größenordnung findet man viele -derzeit noch-
kleine Werte und Unternehmen, ganz abgesehen davon, daß
die Kohlepreisentwicklung unter langfristigen Chartbetrachtungen
wirklich interessant aussieht.
(hier wird sich m. Auffassung nach sehr wahrsch. auf etwas
längere Sicht einer der nächsten Riesen Trends/Hypes anbahnen)
Habe übrigens seit 2, 3 Tagen, seit der Eröffnung des 'Northern
Iron' Threads mal ein bisschen geguckt, was Du bis jetzt
so geschrieben hast, wirklich interessant, gefällt mir
-werde wahrscheinlich desöfteren mitlesen.
Ich weiss nicht, ob man das noch auf das Thema 'Ironsands'
erweitern sollte (bin mir in der Hauptsache nicht sicher
wie aussichtsreich/lukrativ das ist),
wenn ja, könnte man auf jeden Fall noch:
-Indo Mines
-MIL Resources
mit dazunehmen.
Ich glaube 'Cardero Resources' würde da -zusätzlich, neben
normalem Eisen- auch nochmal in die Kategorie fallen.
3 neue langfristige Depotaufnahmen:
-MIL Resources zu 0,026
-HE-5 Resources zu 0,039$
(hier bin ich mir nicht sicher, obs nach dem heftigen Sprung
heute (nach allerdings fast den gleichen Verlusten
einen Tag davor)wirklich gut wäre aktuell einzusteigen,
sollten die sich mich Ihren neuen Vorhaben und Projekten
aber durchsetzen, wäre das wohl längerfristig als
ziemlich sekundär zu sehen -nur es könnte einem dann den
Einstand ganz stark vermasseln, deswegen nehm ich die hier
aktuell mal noch nicht auf, mal sehen wie ichs mache,
werd das aber zeitnah versuchen)
-China Holdings zu 0,052$
Die beiden Werte zum Maximumwert unter -umgerechnet- 10.000E,
wenn nicht in Frankfurt handelbar, dann nehme ich
grundsätzlich Berlin, abgerechnet wird später.
Sind allesamt -derzeit noch?- als hochspekulativ zu sehen,
auch hier sollte man prinzipiell Totalverluste nicht
ausschliessen.
Damit wären es jetzt 4 Werte derart,
ich hoffe das sollte erstmal etwa reichen, aber die Storys
haben mich einfach zu sehr interessiert,
ob was draus wird? -keine Ahnung.
Bei 'HE-5 Resources' hab ich schon richtig lange
darauf(den Abschluss) gewartet, ganz durch ist er noch nicht.
War davor m.M. nach auch ein wirkliches Schrottunternehmen,
aber für mich hat es den Anschein, daß die jetzt was richtig
starkes auf die Beine stellen wollen(Raytec bspw. war ja
vor einigen Wochen +Monaten auch nicht die Bohne erwähnenswert
das hat sich denke ich inzwischen stark geändert),
allerdings sind bei den 3 Werten schon so einige Sachen dabei,
die wohl die allermeisten Investoren sofort abschrecken
würden(sehr hohe Dillution, Pinksheet...), aber ich versuchs
trotzdem, denke daß wenn sich alleine 1ner der 3 durchsetzen
sollte, daß er dann -nur mal theoretisch- selbst die anderen
beiden als Totalverluste ausgleichen könnte -und mehr.
hier gäbe es noch unter chem. Gesichtspunkten Infos zu Iron
www.webelements.com/webelements/elements/text/Fe/index.html
http://education.jlab.org/itselemental/ele026.html
Damit käme dann
-HE-5 Resources
natürlich auch dazu.
erweitern sollte (bin mir in der Hauptsache nicht sicher
wie aussichtsreich/lukrativ das ist),
wenn ja, könnte man auf jeden Fall noch:
-Indo Mines
-MIL Resources
mit dazunehmen.
Ich glaube 'Cardero Resources' würde da -zusätzlich, neben
normalem Eisen- auch nochmal in die Kategorie fallen.
3 neue langfristige Depotaufnahmen:
-MIL Resources zu 0,026
-HE-5 Resources zu 0,039$
(hier bin ich mir nicht sicher, obs nach dem heftigen Sprung
heute (nach allerdings fast den gleichen Verlusten
einen Tag davor)wirklich gut wäre aktuell einzusteigen,
sollten die sich mich Ihren neuen Vorhaben und Projekten
aber durchsetzen, wäre das wohl längerfristig als
ziemlich sekundär zu sehen -nur es könnte einem dann den
Einstand ganz stark vermasseln, deswegen nehm ich die hier
aktuell mal noch nicht auf, mal sehen wie ichs mache,
werd das aber zeitnah versuchen)
-China Holdings zu 0,052$
Die beiden Werte zum Maximumwert unter -umgerechnet- 10.000E,
wenn nicht in Frankfurt handelbar, dann nehme ich
grundsätzlich Berlin, abgerechnet wird später.
Sind allesamt -derzeit noch?- als hochspekulativ zu sehen,
auch hier sollte man prinzipiell Totalverluste nicht
ausschliessen.
Damit wären es jetzt 4 Werte derart,
ich hoffe das sollte erstmal etwa reichen, aber die Storys
haben mich einfach zu sehr interessiert,
ob was draus wird? -keine Ahnung.
Bei 'HE-5 Resources' hab ich schon richtig lange
darauf(den Abschluss) gewartet, ganz durch ist er noch nicht.
War davor m.M. nach auch ein wirkliches Schrottunternehmen,
aber für mich hat es den Anschein, daß die jetzt was richtig
starkes auf die Beine stellen wollen(Raytec bspw. war ja
vor einigen Wochen +Monaten auch nicht die Bohne erwähnenswert
das hat sich denke ich inzwischen stark geändert),
allerdings sind bei den 3 Werten schon so einige Sachen dabei,
die wohl die allermeisten Investoren sofort abschrecken
würden(sehr hohe Dillution, Pinksheet...), aber ich versuchs
trotzdem, denke daß wenn sich alleine 1ner der 3 durchsetzen
sollte, daß er dann -nur mal theoretisch- selbst die anderen
beiden als Totalverluste ausgleichen könnte -und mehr.
hier gäbe es noch unter chem. Gesichtspunkten Infos zu Iron
www.webelements.com/webelements/elements/text/Fe/index.html
http://education.jlab.org/itselemental/ele026.html
Damit käme dann
-HE-5 Resources
natürlich auch dazu.
superstarke Meldung von 'Brockmann',
damit müssten sie jetzt -nur Resourcenbezogen- z.B. meilenweit
vor 'Consolidated Thompson' und einiges vor 'Cape Lambert'
liegen, bezieht man die Indicated Resourcen und das weitere
-für möglich gehaltene- Potenzial mit ein,
müsste nochmal -nach kurzem Überfliegen, meinem Eindruck nach-
fast Ver2ppelungspotenzial bestehen(aber auch ohne Spitze!).
http://clients.weblink.com.au/clients/brockman/article.asp?v…
Damit dürften sie jetzt -wieder nur Resourcenbezogen-
ein ganz heisser Kandidat mit riesigem längerfristigem
Potenzial sein.
damit müssten sie jetzt -nur Resourcenbezogen- z.B. meilenweit
vor 'Consolidated Thompson' und einiges vor 'Cape Lambert'
liegen, bezieht man die Indicated Resourcen und das weitere
-für möglich gehaltene- Potenzial mit ein,
müsste nochmal -nach kurzem Überfliegen, meinem Eindruck nach-
fast Ver2ppelungspotenzial bestehen(aber auch ohne Spitze!).
http://clients.weblink.com.au/clients/brockman/article.asp?v…
Damit dürften sie jetzt -wieder nur Resourcenbezogen-
ein ganz heisser Kandidat mit riesigem längerfristigem
Potenzial sein.
bei 'Polaris Metals N.L.' gab es gerade aktuell ein
Spin-Off(Southern Cross Gf.), um sich auf seine Ironaktivitäten zu konzentrieren.
'Southern Cross' könnte eventuell denke ich irgendwannmal in
Sachen Nickel interessant werden,
angestrebtes Ziel von Polaris wäre übrigens mal
5-10Mio t/anno, mit Beginn möglichst ab 2009.
(muss ehrlicherweise dazusagen -hab jetzt nur in der Verlinkung
unten mal geguckt-, nach meinem Verständnis geht mir daraus nicht hervor, ob mit den 5-10Mio t das Gestein, oder das Eisenkonzentrat gemeint wäre?!? -müsste ja aber wohl rauszubekommen sein)
www.polarismetals.com.au/upload/documents/investor/asx/20080…
Spin-Off(Southern Cross Gf.), um sich auf seine Ironaktivitäten zu konzentrieren.
'Southern Cross' könnte eventuell denke ich irgendwannmal in
Sachen Nickel interessant werden,
angestrebtes Ziel von Polaris wäre übrigens mal
5-10Mio t/anno, mit Beginn möglichst ab 2009.
(muss ehrlicherweise dazusagen -hab jetzt nur in der Verlinkung
unten mal geguckt-, nach meinem Verständnis geht mir daraus nicht hervor, ob mit den 5-10Mio t das Gestein, oder das Eisenkonzentrat gemeint wäre?!? -müsste ja aber wohl rauszubekommen sein)
www.polarismetals.com.au/upload/documents/investor/asx/20080…
"Baffinland arranges Can$175 million equity financing for Mary River project"
www.baffinland.com/Theme/Baffinland/files/03-05-2008-baffi…
www.baffinland.com/Theme/Baffinland/files/03-05-2008-baffi…
Auch wenns hier -thematisch- nicht unbedingt dazugehört,
'Tiger R.' hat gestern -wieder mal- WAHNSINNSergebnisse
bekanntgegeben
(wenn solche verschärften Sachen vorkommen,
werd ich das hier vielleicht ab- und an auch mal
-rohstoffunabhängig- posten, mal sehen)
"Additional Significant Drilling Results From The Kipoi Project
05.03.2008
Balcatta, Western Australia, Australia. Tiger Resources Limited (ASX: TGS):
HIGHLIGHTS
Kipoi Central
- New significant results from infill drilling include:
- KPCDD059: 88.0m @ 7.9% Cu and 0.3% Co (includes 16.5m @ 16.5% Cu)
- KPCDD060: 79.6m @ 3.6% Cu
- KPCDD061: 40.6m @ 7.6% Cu and 0.8% Co (includes 10.5m @ 19.9% Cu and 1.6% Co)
- KPCDD068: 92.1m @ 6.9% Cu
- KPCDD073: 42.0m @ 8.1% Cu and 0.4% Co (includes 13.3m @ 22.5% Cu and 0.7% Co)
- KPCDD074: 68.5m @ 7.1% Cu
- KPCDD075: 86.4m @ 7.3% Cu
- Results confirm the excellent grade continuity of the high grade +7% Cu portion of the JORC resource for Kipoi Central deposit and also confirm the geological model used in the initial resource estimate.
- Results to be included in revised resource estimate planned for June 2008.
Kipoi North
- Results from resource drilling include:
KPNRC003: 80.0m@ 2.4% Cu (includes 9m @ 5.5% Cu and 11m @ 4.6% Cu, and ended in mineralisation)
Kileba
- 50 x 50m resource diamond drilling programme has commenced.
- Visual drill results have extended mineralization over total strike length of 300 metres.
- In several holes visual copper mineralization logged over down holes intervals of more than 100 metres.
Kipoi Central Deposit
The Company has recently announced an initial resource estimate for Kipoi Central of an Inferred Resource of 13.4Mt at 3.3% Cu, 0.1% Co and 3.3g/t Ag containing 439,000 tonnes of copper, 20,000 tonnes of cobalt and 1,416,000 ounces of silver. The initial resource estimate was based on drill results received to December 2007.
The latest available results (refer table 1) from the 25x25m infill drilling programme at Kipoi Central, which are not included in the initial resource estimate, have exceeded expectations. While the overall grades are higher than anticipated what is more exceptional are extremely high copper values reported for holes KPCDD059, 61 and 73, which included intercepts of: 16.5m @ 16.5% Cu, 10.5m @ 19.9% Cu and 13.3m @ 22.5% Cu respectively.
These infill drill results confirm the excellent grade continuity of the high grade +7% Cu portion of the JORC resource for Kipoi Central deposit and confirm the geological model used for the initial resource estimate. These results will be incorporated into a revised resource estimate for the Kipoi Central deposit planned for June 2008. The results are also highly significant as they add further confidence to the viability of establishing a heavy media separation processing facility at site.
Further results from the now completed 62 hole / 8,700m infill and extension drilling programme at Kipoi Central are expected during March.
Kipoi North Deposit
Results have also been received (refer table 2) for three RC holes drilled at Kipoi North (situated one kilometre north of Kipoi Central – refer figure 2). The holes were drilled at the western end of the 500 metres strike extent of copper mineralization so far delineated at Kipoi North. The holes were drilled as a follow up to test the intersections of malachite (copper oxide mineralization) observed in an earlier programme of air core drilling.
The best RC result received for the three RC holes to date was for hole KPNRC003: 80.0m @ 2.4% Cu (includes 9m @ 5.5% Cu and 11m @ 4.6% Cu, and the hole ended in mineralisation). The 50x50m resource diamond drilling programme at Kipoi North has been extended to also cover this area of mineralization. An initial JORC resource for the Kipoi North deposit is expected to be available in the June Quarter 2008.
Kileba Deposit
Two diamond rigs have been mobilised to the Kileba deposit (situated six kilometres south east of Kipoi Central – refer figure 2) to conduct a 50x50m drilling programme to better delineate and extend copper mineralization previously identified at the prospect. Earlier work has identified copper mineralization over a strike of at least 1.2km. Previously reported exploration results have included a continuous channel sampling results of 40m @ 2.24% Cu from an adit excavated beneath artisanal workings and a trench sample result of 76m @ 1.04% Cu.
So far in this new drilling programme a total of 11 new diamond holes have been drilled for 1,900m. Visual copper mineralisation has been logged in 10 of the holes, and mineralization extending over holes widths of more than 80m has been logged in 5 holes. The longest intersection is 124.2m. These preliminary indications of mineralization confirm mineralisation over a strike of 300m.
A resource statement for Kileba should be available later in the year.
D YOUNG
Managing Director
The original pdf news release includes tables, geological maps and further notes and is available for downloading using the link at the end. (403 KB)
For further information in respect of the Company’s activities, please contact:
Tiger Resources Ltd.
D. J. Young, Managing Director
Richard Taylor, Investor Relations
Mobile: +61 (0)422 811 350
Reg Gillard, Chairman
30 Ledgar Road
Balcatta, Western Australia 6021
Australia
Tel. +61 (8) 9240 1933
Fax +61 (8) 9240 2406
http://www.tigerez.com/
http://www.tigerresources.de/
AXINO AG
investor & media relations
Königstraße 26
70173 Stuttgart
Germany
Tel. +49 (711) 253592-30
Fax +49 (711) 253592-33
http://www.axino.de"
EINFACH NUR KRASS -solche Werte muss man mal am Beginn
erwischen(genau deswegen versuch ich das hier ja auch
bin mal sehr gespannt, auf welche Resourcengröße die
schlussendlich irgendwann mal kommen werden.
'Tiger R.' hat gestern -wieder mal- WAHNSINNSergebnisse
bekanntgegeben
(wenn solche verschärften Sachen vorkommen,
werd ich das hier vielleicht ab- und an auch mal
-rohstoffunabhängig- posten, mal sehen)
"Additional Significant Drilling Results From The Kipoi Project
05.03.2008
Balcatta, Western Australia, Australia. Tiger Resources Limited (ASX: TGS):
HIGHLIGHTS
Kipoi Central
- New significant results from infill drilling include:
- KPCDD059: 88.0m @ 7.9% Cu and 0.3% Co (includes 16.5m @ 16.5% Cu)
- KPCDD060: 79.6m @ 3.6% Cu
- KPCDD061: 40.6m @ 7.6% Cu and 0.8% Co (includes 10.5m @ 19.9% Cu and 1.6% Co)
- KPCDD068: 92.1m @ 6.9% Cu
- KPCDD073: 42.0m @ 8.1% Cu and 0.4% Co (includes 13.3m @ 22.5% Cu and 0.7% Co)
- KPCDD074: 68.5m @ 7.1% Cu
- KPCDD075: 86.4m @ 7.3% Cu
- Results confirm the excellent grade continuity of the high grade +7% Cu portion of the JORC resource for Kipoi Central deposit and also confirm the geological model used in the initial resource estimate.
- Results to be included in revised resource estimate planned for June 2008.
Kipoi North
- Results from resource drilling include:
KPNRC003: 80.0m@ 2.4% Cu (includes 9m @ 5.5% Cu and 11m @ 4.6% Cu, and ended in mineralisation)
Kileba
- 50 x 50m resource diamond drilling programme has commenced.
- Visual drill results have extended mineralization over total strike length of 300 metres.
- In several holes visual copper mineralization logged over down holes intervals of more than 100 metres.
Kipoi Central Deposit
The Company has recently announced an initial resource estimate for Kipoi Central of an Inferred Resource of 13.4Mt at 3.3% Cu, 0.1% Co and 3.3g/t Ag containing 439,000 tonnes of copper, 20,000 tonnes of cobalt and 1,416,000 ounces of silver. The initial resource estimate was based on drill results received to December 2007.
The latest available results (refer table 1) from the 25x25m infill drilling programme at Kipoi Central, which are not included in the initial resource estimate, have exceeded expectations. While the overall grades are higher than anticipated what is more exceptional are extremely high copper values reported for holes KPCDD059, 61 and 73, which included intercepts of: 16.5m @ 16.5% Cu, 10.5m @ 19.9% Cu and 13.3m @ 22.5% Cu respectively.
These infill drill results confirm the excellent grade continuity of the high grade +7% Cu portion of the JORC resource for Kipoi Central deposit and confirm the geological model used for the initial resource estimate. These results will be incorporated into a revised resource estimate for the Kipoi Central deposit planned for June 2008. The results are also highly significant as they add further confidence to the viability of establishing a heavy media separation processing facility at site.
Further results from the now completed 62 hole / 8,700m infill and extension drilling programme at Kipoi Central are expected during March.
Kipoi North Deposit
Results have also been received (refer table 2) for three RC holes drilled at Kipoi North (situated one kilometre north of Kipoi Central – refer figure 2). The holes were drilled at the western end of the 500 metres strike extent of copper mineralization so far delineated at Kipoi North. The holes were drilled as a follow up to test the intersections of malachite (copper oxide mineralization) observed in an earlier programme of air core drilling.
The best RC result received for the three RC holes to date was for hole KPNRC003: 80.0m @ 2.4% Cu (includes 9m @ 5.5% Cu and 11m @ 4.6% Cu, and the hole ended in mineralisation). The 50x50m resource diamond drilling programme at Kipoi North has been extended to also cover this area of mineralization. An initial JORC resource for the Kipoi North deposit is expected to be available in the June Quarter 2008.
Kileba Deposit
Two diamond rigs have been mobilised to the Kileba deposit (situated six kilometres south east of Kipoi Central – refer figure 2) to conduct a 50x50m drilling programme to better delineate and extend copper mineralization previously identified at the prospect. Earlier work has identified copper mineralization over a strike of at least 1.2km. Previously reported exploration results have included a continuous channel sampling results of 40m @ 2.24% Cu from an adit excavated beneath artisanal workings and a trench sample result of 76m @ 1.04% Cu.
So far in this new drilling programme a total of 11 new diamond holes have been drilled for 1,900m. Visual copper mineralisation has been logged in 10 of the holes, and mineralization extending over holes widths of more than 80m has been logged in 5 holes. The longest intersection is 124.2m. These preliminary indications of mineralization confirm mineralisation over a strike of 300m.
A resource statement for Kileba should be available later in the year.
D YOUNG
Managing Director
The original pdf news release includes tables, geological maps and further notes and is available for downloading using the link at the end. (403 KB)
For further information in respect of the Company’s activities, please contact:
Tiger Resources Ltd.
D. J. Young, Managing Director
Richard Taylor, Investor Relations
Mobile: +61 (0)422 811 350
Reg Gillard, Chairman
30 Ledgar Road
Balcatta, Western Australia 6021
Australia
Tel. +61 (8) 9240 1933
Fax +61 (8) 9240 2406
http://www.tigerez.com/
http://www.tigerresources.de/
AXINO AG
investor & media relations
Königstraße 26
70173 Stuttgart
Germany
Tel. +49 (711) 253592-30
Fax +49 (711) 253592-33
http://www.axino.de"
EINFACH NUR KRASS -solche Werte muss man mal am Beginn
erwischen(genau deswegen versuch ich das hier ja auch
bin mal sehr gespannt, auf welche Resourcengröße die
schlussendlich irgendwann mal kommen werden.
-Northern Mining
sollten fürs erste aber wenn eher unter Nickelgesichtspunkten
interessant sein, u.a. ein JV mit 'Cazaly',
aber sie suchen zumindest auch nach Eisen.
sollten fürs erste aber wenn eher unter Nickelgesichtspunkten
interessant sein, u.a. ein JV mit 'Cazaly',
aber sie suchen zumindest auch nach Eisen.
bei Cuervo scheinen gerade -wie ich im Thread gesehen hab-
einige prominente, größere Addressen einzusammeln,
nur mal so, vielleicht ein nicht ganz uninteressanter Aspekt.
einige prominente, größere Addressen einzusammeln,
nur mal so, vielleicht ein nicht ganz uninteressanter Aspekt.
Hi Popeye,
stimme Dir zu, was die Aussichten für Kohle betrifft. Kenne mich aber mit Kohle-Explorern nicht aus, bin da dann auf Deine Vorschläge angewiesen.
Zur Struktur für die Explorer hier mal ein erster Vorschlag:
Iron Ore Emerging Producers - Market Capitalisation of Resources and Production
....................................................................................................................... Attributable .................. Attributable ......Prod.start
Company Name .......................... Production ... Share ...Shares ...Market ... Resource.MC .......Iron .......Iron ....adj MC/t iron
..................................................... per year .....Price A$ .number . Capital... Mio tons ..A$/t ...... grade .....Mio t ....A$/ton
Atlas Iron Ltd (AGO) .................... 8 Mtpa ........ 2.44 ...... 278.4 .....679 ........ 872 ...... 74 ...... 38% ....... 328 ........1.96 ....2011
Australasian Resources (ARH) .. 12 Mtpa .........1.52 ...... 488.1 .....742 ........ 558 ..... 1.13 .... 23% ....... 127 ...... 4.96 ......2010
Cape Lambert Iron Ore Ltd (CFE) 10 Mtpa ....... 0.44 ...... 497.6 .....216 ....... 977 .......0.15 .... 32% ....... 317 ........0.46 .... 2010
Gindalbie Metals Ltd (GBG) .......... 8 Mtpa .........1.55 ….. 454.4 .....702 ........ 652 .....1.02 .... 37% ........ 238 ...... 2.79
Grange Resources Ltd (GRR) ....... 7 Mtpa ........ 2.51 ........ 99.5 .... 250 ....... 427 ...... 0.57 .... 37% ....... 158 ...... 1.55
Golden West Resources (GWR) .... 8 Mtpa ........ 2.45 ....... 87.8 .... 215 ......... 50 ...... 4.23 ..... 61% ......... 31....... 6.93
Midwest Corp Ltd (MIS) ................. 6 Mtpa ........ 5.17 ....... 165.1.... 854 ........282 ...... 2.91..... 40% ........114 ...... 7.20
Murchison Metals Ltd (MMX) .......... 8 Mtpa ……. 5.11…… 400.7 ...2048 ........ 97 ......20.86 .... 52% ........ 50 ......40.09
Sphere Investments Ltd (SPH) ........7 Mtpa......... 3.91 ...... 136.7 .... 534 ....... 449 ....... 1.07 ... 36% ........162 ....... 2.96
Strike Resources Ltd (SRK) ............ 8 Mtpa ....... 2.41....... 132.5 .... 319 ........ 117 ...... 2.42 .... 62% ......... 73 ....... 3.88
Sundance Resources Ltd (SDL) ..... 8 Mtpa ....... 0.59 ..... 1775.5 ...1039 ....... 223 ...... 4.58 .... 60% ........134 ....... 7.62
Territory Resources (TTY) ..............1.5 Mtpa ..... 1.45 ....... 204.6 .... 297 ......... 10 .......28.70 ... 60% ........... 6 .......47.45
Western Plains (WPG) ................... 8 Mtpa ........ 1.70 ........ 83.6 ..... 142 ........596 .........0.23 ...37% .........222 ........ 0.63
.
Obige Liste ist in A$ und müsste noch in US-Dollar umgestellt werden, um Vergleich zu anderen Explorern zu ermöglichen. Es geht mir zunächst nur um die Struktur.
Gruß
tommy
stimme Dir zu, was die Aussichten für Kohle betrifft. Kenne mich aber mit Kohle-Explorern nicht aus, bin da dann auf Deine Vorschläge angewiesen.
Zur Struktur für die Explorer hier mal ein erster Vorschlag:
Iron Ore Emerging Producers - Market Capitalisation of Resources and Production
....................................................................................................................... Attributable .................. Attributable ......Prod.start
Company Name .......................... Production ... Share ...Shares ...Market ... Resource.MC .......Iron .......Iron ....adj MC/t iron
..................................................... per year .....Price A$ .number . Capital... Mio tons ..A$/t ...... grade .....Mio t ....A$/ton
Atlas Iron Ltd (AGO) .................... 8 Mtpa ........ 2.44 ...... 278.4 .....679 ........ 872 ...... 74 ...... 38% ....... 328 ........1.96 ....2011
Australasian Resources (ARH) .. 12 Mtpa .........1.52 ...... 488.1 .....742 ........ 558 ..... 1.13 .... 23% ....... 127 ...... 4.96 ......2010
Cape Lambert Iron Ore Ltd (CFE) 10 Mtpa ....... 0.44 ...... 497.6 .....216 ....... 977 .......0.15 .... 32% ....... 317 ........0.46 .... 2010
Gindalbie Metals Ltd (GBG) .......... 8 Mtpa .........1.55 ….. 454.4 .....702 ........ 652 .....1.02 .... 37% ........ 238 ...... 2.79
Grange Resources Ltd (GRR) ....... 7 Mtpa ........ 2.51 ........ 99.5 .... 250 ....... 427 ...... 0.57 .... 37% ....... 158 ...... 1.55
Golden West Resources (GWR) .... 8 Mtpa ........ 2.45 ....... 87.8 .... 215 ......... 50 ...... 4.23 ..... 61% ......... 31....... 6.93
Midwest Corp Ltd (MIS) ................. 6 Mtpa ........ 5.17 ....... 165.1.... 854 ........282 ...... 2.91..... 40% ........114 ...... 7.20
Murchison Metals Ltd (MMX) .......... 8 Mtpa ……. 5.11…… 400.7 ...2048 ........ 97 ......20.86 .... 52% ........ 50 ......40.09
Sphere Investments Ltd (SPH) ........7 Mtpa......... 3.91 ...... 136.7 .... 534 ....... 449 ....... 1.07 ... 36% ........162 ....... 2.96
Strike Resources Ltd (SRK) ............ 8 Mtpa ....... 2.41....... 132.5 .... 319 ........ 117 ...... 2.42 .... 62% ......... 73 ....... 3.88
Sundance Resources Ltd (SDL) ..... 8 Mtpa ....... 0.59 ..... 1775.5 ...1039 ....... 223 ...... 4.58 .... 60% ........134 ....... 7.62
Territory Resources (TTY) ..............1.5 Mtpa ..... 1.45 ....... 204.6 .... 297 ......... 10 .......28.70 ... 60% ........... 6 .......47.45
Western Plains (WPG) ................... 8 Mtpa ........ 1.70 ........ 83.6 ..... 142 ........596 .........0.23 ...37% .........222 ........ 0.63
.
Obige Liste ist in A$ und müsste noch in US-Dollar umgestellt werden, um Vergleich zu anderen Explorern zu ermöglichen. Es geht mir zunächst nur um die Struktur.
Gruß
tommy
Hey Thommy!
Also erstmal echt Vielen Dank(!) für Deine großen Mühen
+den Aufwand.
Ich denke als allererstes sollten wir -wie Du ja auch meintest-
uns mal auf die "Parameter" einigen,
aber im Großen +Ganzen sieht das schon ziemlich gut aus
finde ich.
Was ich mit dem Tool/Verlinkung meinte,
Du musst mal im "Auf der Suche nach dem TOP-EXPLORER 2008"(oder auch "Welccher Explorer wird der Top_Performer in 2007", unter der 'Sabina Silver' ISIN zu finden) -Thread
von Knorpel gucken: Thread: Auf der Suche nach dem TOP-EXPLORER 2008 ,
Posting145, da gab es das letzte Update
==> www.hostarea.de/server-02/Februar-4ac5c4fdc2.pdf
so in der Art würd ichs vielleicht vorschlagen,
Kurse +Bewertungen lassen sich dann glaub ich automatisch aktualisieren, was dann auch schonmal ein kleiner Vorteil wäre
-aber ich hab ehrlich gesagt -noch- keine Ahnung,
wie man das macht -wär das vielleicht ne Idee?!
Zu Kohlewerten -muss ich nochmal gucken-,
aber kann ich ja mal demnächst -so um die 10 denk ich-
ein paar auflisten.
Also erstmal echt Vielen Dank(!) für Deine großen Mühen
+den Aufwand.
Ich denke als allererstes sollten wir -wie Du ja auch meintest-
uns mal auf die "Parameter" einigen,
aber im Großen +Ganzen sieht das schon ziemlich gut aus
finde ich.
Was ich mit dem Tool/Verlinkung meinte,
Du musst mal im "Auf der Suche nach dem TOP-EXPLORER 2008"(oder auch "Welccher Explorer wird der Top_Performer in 2007", unter der 'Sabina Silver' ISIN zu finden) -Thread
von Knorpel gucken: Thread: Auf der Suche nach dem TOP-EXPLORER 2008 ,
Posting145, da gab es das letzte Update
==> www.hostarea.de/server-02/Februar-4ac5c4fdc2.pdf
so in der Art würd ichs vielleicht vorschlagen,
Kurse +Bewertungen lassen sich dann glaub ich automatisch aktualisieren, was dann auch schonmal ein kleiner Vorteil wäre
-aber ich hab ehrlich gesagt -noch- keine Ahnung,
wie man das macht -wär das vielleicht ne Idee?!
Zu Kohlewerten -muss ich nochmal gucken-,
aber kann ich ja mal demnächst -so um die 10 denk ich-
ein paar auflisten.
eine -nicht mehr ganz frische- Besprechung von 'Dundee Securities'
und Deren gecoverten Titeln, darunter u.a. auch
'Baffinland Iron Ore', insgesamt recht umfangreich:
www.merrexgold.com/Portals/0/Dundee_Mining_Watch_List_27_Jan…
und Deren gecoverten Titeln, darunter u.a. auch
'Baffinland Iron Ore', insgesamt recht umfangreich:
www.merrexgold.com/Portals/0/Dundee_Mining_Watch_List_27_Jan…
"Aquila Resources lifts iron ore resources 85.3%" www.aquilaresources.com.au/files/Significant%20Increase%20in…
(Bei 'Aquila ist es wichtig, die nicht mit der 'Aquila R. Inc.'
zu verwechseln -das hier ist die 'Aquila R. LIMITED',
ein schon ziemlich großes Unternehmen, haben nach der Meldung heute stark zugelegt, daß sind auch die, die 50% an den potenziell
-glaube noch nicht sicher bestätigt??- zusammen mit 'Jonah Capital'
an den etwa 6Mrd. t Kohle halten,
die ja in absehbarer Zeit höchstwahrscheinlich -hängt glaube ich vom Ausgang des 1ten Teils der Feasability Study ab?- auch ausgegliedert +eigenständig gelistet werden sollen)
"Highlights
• Total iron ore resources now totals 493 million tonnes.
• 227Mt increase in resources from previous initial estimate released in
May 2007.
• Significant potential to expand resources further.
Aquila Resources Limited (“Aquila” or the “Company”) is pleased to report the new
resource estimate for the Australian Premium Iron Joint Venture (“API”), in which the
Company has a fifty percent interest, in relation to its West Pilbara Iron Ore Project
located in the Pilbara region of Western Australia.
WEST PILBARA IRON ORE PROJECT – TOTAL RESOURCE CHANNEL IRON DEPOSITS
Resource Classifications Tonnes
Mt
Fe
%
SiO2
%
Al2O3
%
P
%
S
%
LOI
%
Mn
%
MgO
%
Measured 56.1 58.17 5.49 3.16 0.080 0.02 7.60 0.02 0.05
Indicated 241.9 56.74 5.96 3.60 0.068 0.02 8.63 0.05 0.11
Inferred 131.8 56.51 5.77 3.60 0.068 0.01 9.17 0.04 0.11
Total 429.8 56.86 5.84 3.54 0.070 0.02 8.66 0.04 0.10
WEST PILBARA IRON PROJECT – BEDDED IRON DEPOSIT
Average Grade
Resource Classifications Tonnes
Mt Fe
%
SiO2
%
Al2O3
%
P
%
S
%
LOI
%
Mn
%
MgO
%
Indicated 19.8 61.24 3.66 2.66 0.128 0.011 5.69 0.063 0.069
Inferred 43.1 61.38 3.82 2.44 0.123 0.010 5.56 0.061 0.088
Total 62.9 61.33 3.77 2.51 0.125 0.010 5.60 0.062 0.082"
(Bei 'Aquila ist es wichtig, die nicht mit der 'Aquila R. Inc.'
zu verwechseln -das hier ist die 'Aquila R. LIMITED',
ein schon ziemlich großes Unternehmen, haben nach der Meldung heute stark zugelegt, daß sind auch die, die 50% an den potenziell
-glaube noch nicht sicher bestätigt??- zusammen mit 'Jonah Capital'
an den etwa 6Mrd. t Kohle halten,
die ja in absehbarer Zeit höchstwahrscheinlich -hängt glaube ich vom Ausgang des 1ten Teils der Feasability Study ab?- auch ausgegliedert +eigenständig gelistet werden sollen)
"Highlights
• Total iron ore resources now totals 493 million tonnes.
• 227Mt increase in resources from previous initial estimate released in
May 2007.
• Significant potential to expand resources further.
Aquila Resources Limited (“Aquila” or the “Company”) is pleased to report the new
resource estimate for the Australian Premium Iron Joint Venture (“API”), in which the
Company has a fifty percent interest, in relation to its West Pilbara Iron Ore Project
located in the Pilbara region of Western Australia.
WEST PILBARA IRON ORE PROJECT – TOTAL RESOURCE CHANNEL IRON DEPOSITS
Resource Classifications Tonnes
Mt
Fe
%
SiO2
%
Al2O3
%
P
%
S
%
LOI
%
Mn
%
MgO
%
Measured 56.1 58.17 5.49 3.16 0.080 0.02 7.60 0.02 0.05
Indicated 241.9 56.74 5.96 3.60 0.068 0.02 8.63 0.05 0.11
Inferred 131.8 56.51 5.77 3.60 0.068 0.01 9.17 0.04 0.11
Total 429.8 56.86 5.84 3.54 0.070 0.02 8.66 0.04 0.10
WEST PILBARA IRON PROJECT – BEDDED IRON DEPOSIT
Average Grade
Resource Classifications Tonnes
Mt Fe
%
SiO2
%
Al2O3
%
P
%
S
%
LOI
%
Mn
%
MgO
%
Indicated 19.8 61.24 3.66 2.66 0.128 0.011 5.69 0.063 0.069
Inferred 43.1 61.38 3.82 2.44 0.123 0.010 5.56 0.061 0.088
Total 62.9 61.33 3.77 2.51 0.125 0.010 5.60 0.062 0.082"
Den Link den Du angegeben hattest, zeigt zwar aktuelle Kurse, aber nicht die Entscheidungskriterien, die ich gerne hätte.
Hier noch mal ein neuer Versuch (ist heute Morgen nicht so gelungen, obwohl die Vorschau es besser darstellte).
Iron Ore Emerging Producers - Market Capitalisation of Resources and Production
................................................................................... Attributable ........................ Attributable ........Prod.start
Company Name .............. Production ... Share ...Shares ...Market ... Resource.MC .......Iron .......Iron ....adj MC/t iron
........................................... per year .....Price A$ .number . Capital... Mio tons ..A$/t ...... grade .....Mio t ....A$/ton
Atlas Iron Ltd (AGO) .......... 8 Mtpa ........ 2.44 ...... 278.4 .....679 ........ 872 ...... 74 ...... 38% ....... 328 ......1.96 ....2011
Australasian Res. (ARH) .. 12 Mtpa .........1.52 ...... 488.1 .....742 ........ 558 ..... 1.13 .... 23% ....... 127 ..... 4.96 ......2010
Cape Lambert Iron (CFE) 10 Mtpa ....... 0.44 ...... 497.6 .....216 ....... 977 .......0.15 .... 32% ....... 317 ........0.46 .... 2010
Gindalbie Metals (GBG) ....8 Mtpa .........1.55 ….. 454.4 .....702 ........ 652 .....1.02 .... 37% ........ 238 ...... 2.79
Grange Resources(GRR) .. 7 Mtpa ........ 2.51 ........ 99.5 .... 250 ....... 427 ...... 0.57 .... 37% ....... 158 ...... 1.55
Golden West Res. (GWR).. 8 Mtpa ........ 2.45 ....... 87.8 .... 215 ......... 50 ...... 4.23 ..... 61% ......... 31....... 6.93
Midwest Corp Ltd (MIS) .....6 Mtpa ........ 5.17 ....... 165.1.... 854 ........282 ...... 2.91..... 40% ........114 ...... 7.20
Murchison Metals (MMX) .. 8 Mtpa ……. 5.11…… 400.7 ...2048 ........ 97 ......20.86 .... 52% ........ 50 .......40.09
Sphere Investments (SPH) 7 Mtpa......... 3.91 ...... 136.7 .... 534 ....... 449 ....... 1.07 ... 36% ........162 ....... 2.96
Strike Resources (SRK) ....8 Mtpa ....... 2.41....... 132.5 .... 319 ........ 117 ...... 2.42 .... 62% ......... 73 ....... 3.88
Sundance Res. (SDL) ..... 8 Mtpa ....... 0.59 ..... 1775.5 ...1039 ....... 223 ...... 4.58 .... 60% ........134 ...... 7.62
Territory Res, (TTY) ...........5 Mtpa ..... 1.45 ....... 204.6 .... 297 ......... 10 .......28.70 ... 60% ........... 6 ........47.45
Western Plains (WPG) ...... 8 Mtpa ........ 1.70 ........ 83.6 ..... 142 ........596 .........0.23 ...37% .........222 ...... 0.63
Bin gespannt, ob die Darstellung jetzt besser sein wird ...
Hier noch mal ein neuer Versuch (ist heute Morgen nicht so gelungen, obwohl die Vorschau es besser darstellte).
Iron Ore Emerging Producers - Market Capitalisation of Resources and Production
................................................................................... Attributable ........................ Attributable ........Prod.start
Company Name .............. Production ... Share ...Shares ...Market ... Resource.MC .......Iron .......Iron ....adj MC/t iron
........................................... per year .....Price A$ .number . Capital... Mio tons ..A$/t ...... grade .....Mio t ....A$/ton
Atlas Iron Ltd (AGO) .......... 8 Mtpa ........ 2.44 ...... 278.4 .....679 ........ 872 ...... 74 ...... 38% ....... 328 ......1.96 ....2011
Australasian Res. (ARH) .. 12 Mtpa .........1.52 ...... 488.1 .....742 ........ 558 ..... 1.13 .... 23% ....... 127 ..... 4.96 ......2010
Cape Lambert Iron (CFE) 10 Mtpa ....... 0.44 ...... 497.6 .....216 ....... 977 .......0.15 .... 32% ....... 317 ........0.46 .... 2010
Gindalbie Metals (GBG) ....8 Mtpa .........1.55 ….. 454.4 .....702 ........ 652 .....1.02 .... 37% ........ 238 ...... 2.79
Grange Resources(GRR) .. 7 Mtpa ........ 2.51 ........ 99.5 .... 250 ....... 427 ...... 0.57 .... 37% ....... 158 ...... 1.55
Golden West Res. (GWR).. 8 Mtpa ........ 2.45 ....... 87.8 .... 215 ......... 50 ...... 4.23 ..... 61% ......... 31....... 6.93
Midwest Corp Ltd (MIS) .....6 Mtpa ........ 5.17 ....... 165.1.... 854 ........282 ...... 2.91..... 40% ........114 ...... 7.20
Murchison Metals (MMX) .. 8 Mtpa ……. 5.11…… 400.7 ...2048 ........ 97 ......20.86 .... 52% ........ 50 .......40.09
Sphere Investments (SPH) 7 Mtpa......... 3.91 ...... 136.7 .... 534 ....... 449 ....... 1.07 ... 36% ........162 ....... 2.96
Strike Resources (SRK) ....8 Mtpa ....... 2.41....... 132.5 .... 319 ........ 117 ...... 2.42 .... 62% ......... 73 ....... 3.88
Sundance Res. (SDL) ..... 8 Mtpa ....... 0.59 ..... 1775.5 ...1039 ....... 223 ...... 4.58 .... 60% ........134 ...... 7.62
Territory Res, (TTY) ...........5 Mtpa ..... 1.45 ....... 204.6 .... 297 ......... 10 .......28.70 ... 60% ........... 6 ........47.45
Western Plains (WPG) ...... 8 Mtpa ........ 1.70 ........ 83.6 ..... 142 ........596 .........0.23 ...37% .........222 ...... 0.63
Bin gespannt, ob die Darstellung jetzt besser sein wird ...
Ist noch nicht ganz gelungen, muss es noch etwas straffen ...
Neuer Versuch:
Iron Ore Emerging Producers - Market Capitalisation of Resources and Production
........................................................................................ Attributable ........................ Attributable ........Prod.start
Company Name .............. Production ... Share ...Shares ...Market ... Resource.MC .......Iron .....Iron .... MC/t iron
........................................... per year .....Price A$ .number . Capital... Mio tons ..A$/t ...... grade ...Mio t ....A$/ton
Atlas Iron Ltd (AGO) .......... 8 Mtpa ........ 2.44 ...... 278.4 .....679 ........ 872 ...... 74 ...... 38% ....... 328 ......1.96 ....2011
Australasian Res. (ARH) .. 12 Mtpa .......1.52 ...... 488.1 .....742 ....... 558 .... 1.13 .... 23% ....... 127 ..... 4.96 ....2010
Cape Lambert Iron (CFE) 10 Mtpa ....... 0.44 ...... 497.6 .....216 ....... 977 .......0.15 .... 32% ....... 317 ......0.46 .. 2010
Gindalbie Metals (GBG) ....8 Mtpa .........1.55 ….. 454.4 .....702 ........ 652 .....1.02 .... 37% ........ 238 ...... 2.79
Grange Resources(GRR) .. 7 Mtpa ........ 2.51 ........ 99.5 .... 250 ....... 427 ...... 0.57 .... 37% ....... 158 ...... 1.55
Golden West Res. (GWR).. 8 Mtpa ........ 2.45 ....... 87.8 .... 215 ......... 50 ...... 4.23 ..... 61% ......... 31....... 6.93
Midwest Corp Ltd (MIS) .....6 Mtpa ........ 5.17 ....... 165.1.... 854 ........282 ...... 2.91..... 40% ........114 ...... 7.20
Murchison Metals (MMX) .. 8 Mtpa ……. 5.11…… 400.7 ...2048 ........ 97 ......20.86 .... 52% ........ 50 .......40.09
Sphere Investments (SPH) 7 Mtpa......... 3.91 ...... 136.7 .... 534 ....... 449 ....... 1.07 ... 36% ........162 ....... 2.96
Strike Resources (SRK) ....8 Mtpa ....... 2.41....... 132.5 .... 319 ........ 117 ...... 2.42 .... 62% ......... 73 ....... 3.88
Sundance Res. (SDL) ..... 8 Mtpa ....... 0.59 ..... 1775.5 ...1039 ....... 223 ...... 4.58 .... 60% ........134 ...... 7.62
Territory Res, (TTY) ...........5 Mtpa ..... 1.45 ....... 204.6 .... 297 ......... 10 .......28.70 ... 60% ........... 6 ........47.45
Western Plains (WPG) ...... 8 Mtpa ........ 1.70 ........ 83.6 ..... 142 ........596 .........0.23 ...37% .........222 ...... 0.63
Iron Ore Emerging Producers - Market Capitalisation of Resources and Production
........................................................................................ Attributable ........................ Attributable ........Prod.start
Company Name .............. Production ... Share ...Shares ...Market ... Resource.MC .......Iron .....Iron .... MC/t iron
........................................... per year .....Price A$ .number . Capital... Mio tons ..A$/t ...... grade ...Mio t ....A$/ton
Atlas Iron Ltd (AGO) .......... 8 Mtpa ........ 2.44 ...... 278.4 .....679 ........ 872 ...... 74 ...... 38% ....... 328 ......1.96 ....2011
Australasian Res. (ARH) .. 12 Mtpa .......1.52 ...... 488.1 .....742 ....... 558 .... 1.13 .... 23% ....... 127 ..... 4.96 ....2010
Cape Lambert Iron (CFE) 10 Mtpa ....... 0.44 ...... 497.6 .....216 ....... 977 .......0.15 .... 32% ....... 317 ......0.46 .. 2010
Gindalbie Metals (GBG) ....8 Mtpa .........1.55 ….. 454.4 .....702 ........ 652 .....1.02 .... 37% ........ 238 ...... 2.79
Grange Resources(GRR) .. 7 Mtpa ........ 2.51 ........ 99.5 .... 250 ....... 427 ...... 0.57 .... 37% ....... 158 ...... 1.55
Golden West Res. (GWR).. 8 Mtpa ........ 2.45 ....... 87.8 .... 215 ......... 50 ...... 4.23 ..... 61% ......... 31....... 6.93
Midwest Corp Ltd (MIS) .....6 Mtpa ........ 5.17 ....... 165.1.... 854 ........282 ...... 2.91..... 40% ........114 ...... 7.20
Murchison Metals (MMX) .. 8 Mtpa ……. 5.11…… 400.7 ...2048 ........ 97 ......20.86 .... 52% ........ 50 .......40.09
Sphere Investments (SPH) 7 Mtpa......... 3.91 ...... 136.7 .... 534 ....... 449 ....... 1.07 ... 36% ........162 ....... 2.96
Strike Resources (SRK) ....8 Mtpa ....... 2.41....... 132.5 .... 319 ........ 117 ...... 2.42 .... 62% ......... 73 ....... 3.88
Sundance Res. (SDL) ..... 8 Mtpa ....... 0.59 ..... 1775.5 ...1039 ....... 223 ...... 4.58 .... 60% ........134 ...... 7.62
Territory Res, (TTY) ...........5 Mtpa ..... 1.45 ....... 204.6 .... 297 ......... 10 .......28.70 ... 60% ........... 6 ........47.45
Western Plains (WPG) ...... 8 Mtpa ........ 1.70 ........ 83.6 ..... 142 ........596 .........0.23 ...37% .........222 ...... 0.63
Sieht schon besser aus.
Worauf ich hinaus will ist, dass man bestimmte Kennziffern, wie z. B. geplante Produktion in Mio. t p. a., Ressourcen, Produktionsstart und ganz wichtig Bewertung pro t Ressource erkennen kann, um eine Entscheidungshilfe zu haben.
Ist ne Riesen-Arbeit, aber vielleicht kann man die Liste ja nach und nach komplettieren ...
tommy
Worauf ich hinaus will ist, dass man bestimmte Kennziffern, wie z. B. geplante Produktion in Mio. t p. a., Ressourcen, Produktionsstart und ganz wichtig Bewertung pro t Ressource erkennen kann, um eine Entscheidungshilfe zu haben.
Ist ne Riesen-Arbeit, aber vielleicht kann man die Liste ja nach und nach komplettieren ...
tommy
"TORONTO - Consolidated Thompson Iron Mines Ltd. (TSX:CLM), a Toronto-based miner, says it has struck a financing deal to raise $156 million to help launch the Bloom Lake open-pit iron mine in Quebec.
This agreement "positions us with a very strong balance sheet in terms of cash," Richard Quesnel, president and CEO, said Thursday in an interview.
"We already had $190 million in cash in hand. So with this financing it almost completes the financing requirement for the project," he said.
The company has struck a deal with underwriters to sell 20 million shares at $7.80 each and will use the money for the Bloom Lake mine in the North Shore region near Fermont, Que., and for acquisitions and working capital.
Earlier Thursday, the Quebec government approved the mine, expected to operate for 34 years. Consolidated Thompson had bought the property in September 2005.
The company announced Thursday that it had signed the financing agreement, which took about nine months to negotiate, with a syndicate of underwriters led by Macquarie Capital Markets, and including Canaccord Capital Corp., GMP Securities and RBC Capital Markets.
Continue Article
Quesnel said "we've already spent $50 million on the project itself. We're getting very close to finalizing our requirements."
The financing deal "gives us more flexibility to be able to move on and develop the mine now that we have our permits on a fast track and be able to deliver by the second quarter of 2009."
The mine is expected to begin operating in 2009 and produce seven million tonnes of high-quality 66.5 per cent iron concentrate per year.
The company said early last year, following the completion of a feasibility study, that the capital cost for the mine would be about $410 million.
China-based Worldlink Resources Ltd. has previously agreed to buy seven megatonnes, representing a full year of production.
The world's largest iron producer, Vale, recently negotiated a 65 per cent hike in iron prices from some of its major customers - putting upward pressure on the widely used base metal, a primary raw material for steel production.
The deal with Worldlink comes at a time when the demand for steel has grown by 33 per cent in China over the last three years.
"The iron market is known to be cyclical, and the prospects for the next few years are very encouraging. Very strong demand for our product and rising prices on world markets make this an exceptionally good time to launch our project," said Quesnel.
"We've already committed roughly about half of our expense in terms of locking in on equipment, on supplies and the cement and infrastructure bringing it online," said Quesnel.
According to the feasibility study, total operating costs would be about US$19.76 per tonne concentrate, with a total undiscounted cash flow of US$2.75 billion, and forecasted yearly cash flow exceeding US$150 million.
The payback has been set at about 2.5 years.
Thursday's Bloom Lake launch comes after Hamilton-based U.S. Steel Canada Inc., formerly known as Stelco and its partner Cleveland Cliffs Inc. withdrew from talks to sell their combined 71 per cent stake in the Wabush Mines company to third partner ArcelorMittal Dofasco Inc. also of Hamilton.
Earlier the former Dofasco had exercised its right to buy out its two partners in Wabush, scrapping an earlier deal that would have seen their combined 71 per cent stake sold to Consolidated Thompson.
At this point, Quesnel doesn't see any threat from a U.S. recession, but said "a global recession would have an impact ."
The driver in the steel market has been the Asian market over the past three or four years with demand at 10 per cent and plus in China as well as India, he said.
In contrast, North American and European growth on steel consumption has been about two to three per cent, he said.
The ore will be moved directly by rail and ship to China through the deep sea port at Sept-Iles, Que. "We're building our own facilities there," said Quesnel.
To keep costs down, "we're setting ourselves up for bigger ships in the neighbourhood of 300,000 tonnes," he said.
As well, some of the highest quality ore comes from Canada.
"Our's is at 66.5 per cent concentrate. In the blast furnace this produces more tonnes per hour than say 58 per cent like some of the ore from Brazil," said Quesnel.
"The better quality there is, the more attractive it is to steel mills."
The company's shares closed Thursday at $7.95, up four cents, after a trading halt was lifted following the financing deal announcement."
This agreement "positions us with a very strong balance sheet in terms of cash," Richard Quesnel, president and CEO, said Thursday in an interview.
"We already had $190 million in cash in hand. So with this financing it almost completes the financing requirement for the project," he said.
The company has struck a deal with underwriters to sell 20 million shares at $7.80 each and will use the money for the Bloom Lake mine in the North Shore region near Fermont, Que., and for acquisitions and working capital.
Earlier Thursday, the Quebec government approved the mine, expected to operate for 34 years. Consolidated Thompson had bought the property in September 2005.
The company announced Thursday that it had signed the financing agreement, which took about nine months to negotiate, with a syndicate of underwriters led by Macquarie Capital Markets, and including Canaccord Capital Corp., GMP Securities and RBC Capital Markets.
Continue Article
Quesnel said "we've already spent $50 million on the project itself. We're getting very close to finalizing our requirements."
The financing deal "gives us more flexibility to be able to move on and develop the mine now that we have our permits on a fast track and be able to deliver by the second quarter of 2009."
The mine is expected to begin operating in 2009 and produce seven million tonnes of high-quality 66.5 per cent iron concentrate per year.
The company said early last year, following the completion of a feasibility study, that the capital cost for the mine would be about $410 million.
China-based Worldlink Resources Ltd. has previously agreed to buy seven megatonnes, representing a full year of production.
The world's largest iron producer, Vale, recently negotiated a 65 per cent hike in iron prices from some of its major customers - putting upward pressure on the widely used base metal, a primary raw material for steel production.
The deal with Worldlink comes at a time when the demand for steel has grown by 33 per cent in China over the last three years.
"The iron market is known to be cyclical, and the prospects for the next few years are very encouraging. Very strong demand for our product and rising prices on world markets make this an exceptionally good time to launch our project," said Quesnel.
"We've already committed roughly about half of our expense in terms of locking in on equipment, on supplies and the cement and infrastructure bringing it online," said Quesnel.
According to the feasibility study, total operating costs would be about US$19.76 per tonne concentrate, with a total undiscounted cash flow of US$2.75 billion, and forecasted yearly cash flow exceeding US$150 million.
The payback has been set at about 2.5 years.
Thursday's Bloom Lake launch comes after Hamilton-based U.S. Steel Canada Inc., formerly known as Stelco and its partner Cleveland Cliffs Inc. withdrew from talks to sell their combined 71 per cent stake in the Wabush Mines company to third partner ArcelorMittal Dofasco Inc. also of Hamilton.
Earlier the former Dofasco had exercised its right to buy out its two partners in Wabush, scrapping an earlier deal that would have seen their combined 71 per cent stake sold to Consolidated Thompson.
At this point, Quesnel doesn't see any threat from a U.S. recession, but said "a global recession would have an impact ."
The driver in the steel market has been the Asian market over the past three or four years with demand at 10 per cent and plus in China as well as India, he said.
In contrast, North American and European growth on steel consumption has been about two to three per cent, he said.
The ore will be moved directly by rail and ship to China through the deep sea port at Sept-Iles, Que. "We're building our own facilities there," said Quesnel.
To keep costs down, "we're setting ourselves up for bigger ships in the neighbourhood of 300,000 tonnes," he said.
As well, some of the highest quality ore comes from Canada.
"Our's is at 66.5 per cent concentrate. In the blast furnace this produces more tonnes per hour than say 58 per cent like some of the ore from Brazil," said Quesnel.
"The better quality there is, the more attractive it is to steel mills."
The company's shares closed Thursday at $7.95, up four cents, after a trading halt was lifted following the financing deal announcement."
Iron Ore Price Revision, 20.02. - Patersons
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Feb_08…
Cape Lambert Iron Ore Ltd, 26.02. - Collins Stewart
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Feb_08…
Iron Ore Sector Review, 04.03. - Ocean Equities Ltd
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
auf sowas wie das letzte hab ich schon länger mal wieder gewartet,
wollte ich schon länger mal reinstellen,
die ganzen letzten 'Sector Analyses/Reviews', 'Iron Yearbooks',
'Market Outlooks' und dergleichen, die ich bis jetzt gesehen
hatte, waren einfach -leider- alle schon viel zu unaktuell
um sie hier reinzustellen.
Ne schöne Sache
-in der 'Sector Review' gibts -nach erstem Überfliegen-
fast keinen hier nicht auch aufgeführten Titel,
bis auf 1, 2 glaub ich, die dann hier demnächst wohl
auch noch dazukommen.
Ppeye
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Feb_08…
Cape Lambert Iron Ore Ltd, 26.02. - Collins Stewart
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Feb_08…
Iron Ore Sector Review, 04.03. - Ocean Equities Ltd
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
auf sowas wie das letzte hab ich schon länger mal wieder gewartet,
wollte ich schon länger mal reinstellen,
die ganzen letzten 'Sector Analyses/Reviews', 'Iron Yearbooks',
'Market Outlooks' und dergleichen, die ich bis jetzt gesehen
hatte, waren einfach -leider- alle schon viel zu unaktuell
um sie hier reinzustellen.
Ne schöne Sache
-in der 'Sector Review' gibts -nach erstem Überfliegen-
fast keinen hier nicht auch aufgeführten Titel,
bis auf 1, 2 glaub ich, die dann hier demnächst wohl
auch noch dazukommen.
P
peye
dazu kommen würde noch -durch den Report-,
der einzige weitere Titel daraus:
-Red River Resources
-Stonehenge Metals
sollten in der Hauptsache vorerst sehr sehr interessant
wegen dem Nickel sein, meiner Ansicht nach, würde da übrigens in absehbarer Zeit ein ziemlich starkes Momentum für wahrsch. halten,
wie -und warum- ja auch alles im Thread beschrieben.
www.redriverresources.com.au
www.stonehengemetals.com.au
In der 'Iron Ore Sector Review' wären in Teilen
auch anvisierte Produktionsstarts/Kapazitäten zu sehen.
der einzige weitere Titel daraus:
-Red River Resources
-Stonehenge Metals
sollten in der Hauptsache vorerst sehr sehr interessant
wegen dem Nickel sein, meiner Ansicht nach, würde da übrigens in absehbarer Zeit ein ziemlich starkes Momentum für wahrsch. halten,
wie -und warum- ja auch alles im Thread beschrieben.
www.redriverresources.com.au
www.stonehengemetals.com.au
In der 'Iron Ore Sector Review' wären in Teilen
auch anvisierte Produktionsstarts/Kapazitäten zu sehen.
Merrill Lynch bullisch für Metallpreise u. insbesonders Kupfer
Datum 07.03.2008
New York (BoerseGo.de) - Die Investmentbank Merrill Lynch hat ihre Prognosen im Bereich der Metallpreise nach oben angepasst. Dies betrifft vor allem Kupfer, wo die Sichtweise für 2008 um 22 Prozent und für 2009 um 50 Prozent angehoben wird. Zu 2010, 2011 und 2012 erfolgen Aufwärtsrevidierungen von 54 Prozent, 39 Prozent und 31 Prozent.
“Zwar gehen wir für sämtliche Rohmaterialpreise von höher als ursprünglich erwarteten Niveaus aus, aber am positivsten sind wir für große Mengenrohstoffe wie Eisenerz und Kohle sowie für Edelmetalle wie Gold und Platin gestimmt.
Lieferschwierigkeiten beeinflussen die Preise für nahezu alle Rohstoffe. So beeinträchtigt etwa der Regen in Australien die Kohleproduktion. Die Förderung von Platin sieht sich mit operativen Problemen und Schwierigkeiten im Kraftwerksbereich konfrontiert. Zu den Top-Werten im Metall-Minen-und Stahlsektor zählen Anglo American, Xstrata, Vedanta und ArcelorMittal”, heißt es weiter von den Experten.
http://www.godmode-trader.de/front/?titel=Merrill-Lynch-bull…
Datum 07.03.2008
New York (BoerseGo.de) - Die Investmentbank Merrill Lynch hat ihre Prognosen im Bereich der Metallpreise nach oben angepasst. Dies betrifft vor allem Kupfer, wo die Sichtweise für 2008 um 22 Prozent und für 2009 um 50 Prozent angehoben wird. Zu 2010, 2011 und 2012 erfolgen Aufwärtsrevidierungen von 54 Prozent, 39 Prozent und 31 Prozent.
“Zwar gehen wir für sämtliche Rohmaterialpreise von höher als ursprünglich erwarteten Niveaus aus, aber am positivsten sind wir für große Mengenrohstoffe wie Eisenerz und Kohle sowie für Edelmetalle wie Gold und Platin gestimmt.
Lieferschwierigkeiten beeinflussen die Preise für nahezu alle Rohstoffe. So beeinträchtigt etwa der Regen in Australien die Kohleproduktion. Die Förderung von Platin sieht sich mit operativen Problemen und Schwierigkeiten im Kraftwerksbereich konfrontiert. Zu den Top-Werten im Metall-Minen-und Stahlsektor zählen Anglo American, Xstrata, Vedanta und ArcelorMittal”, heißt es weiter von den Experten.
http://www.godmode-trader.de/front/?titel=Merrill-Lynch-bull…
www.redhilliron.com.au/asx_pdfs/RHI20080306.ASX.API-RHI%20Re…
"RED HILL IRON LIMITED
Australia
Red Hill Iron announced the updated resource estimates for the Red Hill joint venture project located in the West Pilbara region of Western Australia. Incorporating data from all additional RC drilling completed in calendar 2007, the total resource inventory for the Red Hill Joint Venture now stands at 350.2 million tonnes at 57.2% iron. Approximately 69% of the total resource is classified as either measured or indicated (with 56 million tonnes or 16% in the measured category) with the balance classified as inferred. Red Hill Iron's West Pilbara tenements are subject to an iron ore specific exploration joint venture with API Management Pty Ltd. API has earned a 60% participating interest and is earning a further 20% interest by lending Red Hill Iron all its project costs, including any capital costs for mine development.
Highlights
• Total Channel Iron resources now 350 million tonnes
(up from initial estimate of 135 million tonnes released in May 2007)
• Significant potential to expand resources further."
Haben zuletzt wieder angezogen -obwohl die eigentlich seit
2 Jahren eh nur eine Richtung kennen,
von der Kursentwicklung wahnsinnig beeindruckend.
"RED HILL IRON LIMITED
Australia
Red Hill Iron announced the updated resource estimates for the Red Hill joint venture project located in the West Pilbara region of Western Australia. Incorporating data from all additional RC drilling completed in calendar 2007, the total resource inventory for the Red Hill Joint Venture now stands at 350.2 million tonnes at 57.2% iron. Approximately 69% of the total resource is classified as either measured or indicated (with 56 million tonnes or 16% in the measured category) with the balance classified as inferred. Red Hill Iron's West Pilbara tenements are subject to an iron ore specific exploration joint venture with API Management Pty Ltd. API has earned a 60% participating interest and is earning a further 20% interest by lending Red Hill Iron all its project costs, including any capital costs for mine development.
Highlights
• Total Channel Iron resources now 350 million tonnes
(up from initial estimate of 135 million tonnes released in May 2007)
• Significant potential to expand resources further."
Haben zuletzt wieder angezogen -obwohl die eigentlich seit
2 Jahren eh nur eine Richtung kennen,
von der Kursentwicklung wahnsinnig beeindruckend.
.
Research zu Adriana Resources
WKN: A0F7EL – ADI-TSX
74 Mio. Aktien f/d
Aktienkurs: 0,50 EUR (10.03.08 )
Marktkapitalisierung: ca. 37 Mio. EUR
Mein Research gilt nur den Eisenerz-Projekten von Adriana (die anderen Projekte bleiben unberücksichtig).
Um Adriana Resources verstehen zu können, muss man den Blickwinkel auf einen langfristigen Zeithorizont und auf das Management richten. Dieses ist nämlich dabei, sich wie ein Schachspieler durch geschickte Züge in Position zu bringen um daraus dann ein gewinnbringendes Unternehmen zu schmieden.
Das Management von Adriana Resources verfügt über reichliche Erfahrungen im Bergbau. Präsident Michael Beley war von 1992-2001 Direktor bei Eldorado Gold Corp. Das gleich gilt für Richard Barclay. Beide gründeten die Bema Gold Corp, die letztes Jahr für rund drei Milliarden Dollar vom kanadischen Goldproduzenten Kinross Gold Corp. übernommen wurde. Deshalb gehe ich davon aus, dass die Erfahrungen des Managements auch die Projekte von Adriana Resources zum Erfolg führen werden.
Diese beiden erfahrenen Manager positionieren sich in Brasilien, Kanada und Finnland. Momentan ist Adriana noch ein Pennystock. Wer sich ein wenig in die Strategie des Managements hinein „fühlt“, kann m. M. nach in den nächsten Jahren miterleben, wie ein Milliarden-Konzern geschmiedet wird.
Mit WorldLink hat man einen chinesischen Investor ins Boot genommen. WorldLink kauft Rohstoffe weltweit auf und verkauft diese an chinesische Abnehmer. Hierzu ist WorldLink in China dabei ein eigenes Umschlagsterminal zu bauen. Gegründet in 1992 ist Worldlink u. a. auf den Import and Export von Eisenerz, Metallen, Stahlprodukten und Nahrungsrohstoffen fokussiert. Worldlink handelt ca. 400 Mio. t Rohstoffe pro Jahr. Wordlink hat eine eigene Tankerflotte, Flotte von bulk carriern (Massengutschiffe) und ist außerdem im Energiesektor tätig.
Der andere Partner ist Seabulk Systems Inc, der darauf spezialisiert ist die komplette Massengut-Logistikkette für den Transport und Umschlag von Erzen und anderen Rohstoffen abzudecken. Hierzu gehören die Konstruktion und Planung von Häfen und Lagern, Umschlaggeräte für Häfen und Minen, Spezialschiffe mit Be- und Entladegeräten usw.
Mit diesen beiden erfahrenen Partnern wird nun in Brasilien die Logistik für das Brasilien-Projekt gestaltet.
Für einen Anleger der kurzfristig orientiert ist, dauert das alles viel zu lange. Die Entwicklung des Aktienkurses von Adriana deutet darauf hin, dass alle Trader und Zocker die durch BB angelockt wurden und völlig falsche Erwartungen in das Unternehmen setzten, inzwischen das Handtuch geworfen haben. Entweder war ihr Handeln von kurzfristigen Motiven geleitet, oder sie haben die Strategie von Adriana nicht verstanden.
Adriana hat folgende Eisenerz-Projekte:
Lac Otelnuk Iron Project, Quebec
• Located on the Labrador Trough, Quebec, a belt known to host several multi-billion ton iron deposits
• Historische Ressourcenmessung ca. 1,7 Mrd. t Eisenerz
• Neueste Bohrungen ergeben einen Fe-Gehalt von 29%
• Potential for 3-4 billion tonnes of iron ore: 25% magnetite
• One of Canada’s largest undeveloped iron deposits
• NI 43-101Ressourcenmessung für einen Teil in Arbeit
• Tagebaubetrieb möglich
• Infrastruktur noch nicht vorhanden
• Produktionsbeginn 2012 geplant
Mustavaara Mine, Finland
• Once a leading supplier of Vanadium to the European steel industry, and at one time accounted for 10% of global supply of Vanadium
• Contains a 30 million tonne NI 43-101 compliant measured resource with an average grade of approximately 16.8% magnetite
• Potenzial für Erweiterung auf 150 Mio. t
• Provides Adriana with the opportunity to achieve production and cash flow within 2-3 years
• Infrastruktur vorhanden
• Scoping study für Juni 2008 erwartet
• Produktionsstart E. 2010 geplant für 10 Mio t pellets p. a.
Brasilien-Projekt
• Hierzu wird zunächst ein neuer Hafen gebaut
• Geplanter Bau eines Hafens in Brasilien mit einer Umschlagleistung von 5 - 50 Mio. t. Eisenerz p. a.
• Hierzu Partnerschaften mit Seabulk und WordLink
• Es gibt im brasilianischen Bundesland Minas Gerais keinen unabhängigen Hafen (alle in der Hand der großen Rohstoff-Produzenten)
• Der Hafen soll zunächst für 5 Mio. t Umschlag ab Mitte 2010 fertig sein und dann auch den Umschlag von anderen Eisenerz-Produzenten übernehmen (cashflow unabhängig von der eigenen Produktion).
• Danach erfolgt der Ausbau auf 20 Mio. t. Umschlagleistung, später dann auf 50 Mio. t. Umschlagleistung erweiterbar
• Es gibt in Brasilien noch viele unerschlossene Gebiete in denen Rohstoffe schlummern. Adriana ist zurzeit dabei sich ein Gebiet mit Eisenerz-Ressourcen zu sichern.
Wie könnte die Zukunft aussehen?
Das Management von Adriana Resources wird seine Strategie natürlich nicht im Detail und komplett offenbaren. Sondern aus Wettbewerbsgründen und um sich Souveränität zu bewahren werden die Vorbereitungen für künftige taktische Züge erst dann offenbart, wenn Vollzug gemeldet werden kann.
Parallel laufen zurzeit folgende Aktionen:
1. Bau des Hafens in Brasilien (hierzu wurde gerade eine KE durchgeführt)
2. Verhandlungen für den Kauf von Gebieten mit Fe-Gehalten, die eine wirtschaftliche Förderung wahrscheinlich machen. Ich gehe davon aus, dass noch in 2008 der Kauf erfolgen wird.
3. Scoping study für das Finnland-Projekt bis M. 2008, danach rechne ich mit der Vergabe zur Erstellung einer bankfähigen Machbarkeitsstudie.
4. Weitere Bohrungen im Labrador-Projekt und Erstellung eines Ressourcen-Gutachtens nach NI 43-101.
Aus diesen Informationen erstelle ich hier mal folgende Prognose:
1. Das Finnland-Projekt startet in 2010 seine Produktion (3 Mio. t p. a. Konzentrat mit 65% Fe-Gehalt)
2. Das Brasilien-Projekt startet in 2011 seine Produktion (5 Mio. t p. a. mit 65% Fe-Gehalt)
3. Das Labrador-Projekt startet in 2012 seine Produktion (10 Mio. t p. a. pellets mit 65% Fe-Gehalt)
Alternativ könnte das Finnland-Projekt auch verkauft werden, um so Eigenkapital zu schaffen. LKAB, Northland Res. oder Northern Iron könnten so ihre Ressourcen erweitern. Ich gehe aber zunächst davon aus, dass Adriana selber die Produktion in Finnland beginnen wird.
Ich habe das Labrador-Projekt an die letzte Stelle gestellt, da hier der größte Kapitalbedarf für den Bau der Mine und für die Infrastruktur entstehen wird. Mit dem zeitlichen Vorlauf der beiden anderen Minen entsteht ein cashflow, der dann einen Teil des Kapitalbedarfs decken wird.
Hieraus würde dann in etwa folgende Umsatz/Gewinnentwicklung (grobe Schätzung) entstehen:
Gewinn pro Aktie:
Ich gehe von weiteren Kapitalerhöhungen aus und rechne mit folgender Stückzahl in:
2010: 200 Mio. Stücke
2011: 300 Mio. Stücke
2012: 400 Mio. Stücke
Beim Labrador-Projekt gehe ich von einem Joint-Venture 50/50 aus, so dass ich hier nur 50% der Gewinne für dieses Projekt rechne:
Geschätztes Ergebnis: . 2010 …… 2011 ……. 2012 …..… 2013
Produziertes Eisenerz: . 1,5 Mio. t …. 5 Mio. t .... 11 Mio. t .. 18 Mio. t
Gesamtumsatz .. USD . 188 Mio. …. 625 Mio. ..1375 Mio. . 2250 Mio.
Opex (operating cost) ... 67 Mio. ..... 230 Mio. ... 500 Mio. ... 860 Mio.
Capex/AfA ………....….... 15 Mio. ...... 60 Mio. .... 120 Mio. ... 150 Mio.
= EBIT ......................... 106 Mio. .... 335 Mio. .... 755 Mio. . 1240 Mio.
minus Zinsen (interest) . 30 Mio. ..... 100 Mio. .....200 Mio. ...300 Mio.
= EBT (Bruttogewinn) ....76 Mio. .. . 225 Mio. .... 555 Mio. ... 940 Mio.
minus Steuer (tax) ........ 23 Mio. ...... 70 Mio. … 170 Mio. ... 285 Mio.
= Netto-Profit/Gewinn ... 53 Mio. ….. 155 Mio. … 385 Mio. …655 Mio.
= E/S Gewinn pro Aktie: 0,27 $ …… 0,52 $ …… 0,83 $ …… 1,63 $
- 50% J/V für Labrador: .0,27 $ …… 0,52 $ …… 0,96 $ …… 1,18 $
= Gewinn pro Aktie: ….. 0,18 € …… 0,35 € …… 0,55 € …… 0,79 €
= KGV (Kurs 0,50 €): … KGV 2,8 … KGV 1.4 … KGV 0,9 .. KGV 0,6
Kurs KGV 10: ………… 1,80 EUR . 3,50 EUR .. 5,50 EUR .. 7,90 EUR
Kurspotenzial : .......... 260% ......... 600% ...... 1000% ...... 1400%
Fazit: Meines Erachtens werden die Story und die dahinter stehenden Macher zurzeit überhaupt nicht vom Markt erkannt. Hier entwickelt sich im Stillen ein neuer Eisenerz-Produzent mit einem Weltklasse-Management, guten properties und einem begehrten Rohstoff. Der Hafen mit seinen Erlösen aus dem Erzumschlag für andere Produzenten ist in obiger Kalkulation nicht enthalten. Der cashflow daraus wird Adriana zu weiteren Gewinnen verhelfen.
Im Moment habe ich noch keine Aktien von Adriana im Depot. Ich selber werde Adriana-Aktien in mehreren Tranchen kaufen. Der heutige Aktienkurs spiegelt m. M. nach in keiner Weise das Potenzial dieser Aktie wider. Der Markt bietet einem nicht häufig solche Chancen. Für den, der langfristig investieren kann, bietet sich hier eine Möglichkeit an der „Story Adriana“ teilzunehmen.
Risiken: Wie bei den meisten Explorer-Aktien gibt es auch bei Adriana Risiken, wie z. B. Bestätigung der Wirtschaftlichkeit der Projekte durch Machbarkeitsstudien, Finanzierung, Genehmigung seitens Behörden usw.
Obige Prognose ist von mir erstellt worden, um mir selbst eine mögliche künftige Unternehmens-Entwicklung berechenbar zu machen. Es handelt sich um persönliche Annahmen, die keine Kaufaufforderung darstellen. Die Prognose erhebt nicht den Anspruch auf Richtigkeit/Vollständigkeit. Die Schlussfolgerungen sind meine persönliche, und damit subjektive Meinung.
... do your own research ...
tommy
Research zu Adriana Resources
WKN: A0F7EL – ADI-TSX
74 Mio. Aktien f/d
Aktienkurs: 0,50 EUR (10.03.08 )
Marktkapitalisierung: ca. 37 Mio. EUR
Mein Research gilt nur den Eisenerz-Projekten von Adriana (die anderen Projekte bleiben unberücksichtig).
Um Adriana Resources verstehen zu können, muss man den Blickwinkel auf einen langfristigen Zeithorizont und auf das Management richten. Dieses ist nämlich dabei, sich wie ein Schachspieler durch geschickte Züge in Position zu bringen um daraus dann ein gewinnbringendes Unternehmen zu schmieden.
Das Management von Adriana Resources verfügt über reichliche Erfahrungen im Bergbau. Präsident Michael Beley war von 1992-2001 Direktor bei Eldorado Gold Corp. Das gleich gilt für Richard Barclay. Beide gründeten die Bema Gold Corp, die letztes Jahr für rund drei Milliarden Dollar vom kanadischen Goldproduzenten Kinross Gold Corp. übernommen wurde. Deshalb gehe ich davon aus, dass die Erfahrungen des Managements auch die Projekte von Adriana Resources zum Erfolg führen werden.
Diese beiden erfahrenen Manager positionieren sich in Brasilien, Kanada und Finnland. Momentan ist Adriana noch ein Pennystock. Wer sich ein wenig in die Strategie des Managements hinein „fühlt“, kann m. M. nach in den nächsten Jahren miterleben, wie ein Milliarden-Konzern geschmiedet wird.
Mit WorldLink hat man einen chinesischen Investor ins Boot genommen. WorldLink kauft Rohstoffe weltweit auf und verkauft diese an chinesische Abnehmer. Hierzu ist WorldLink in China dabei ein eigenes Umschlagsterminal zu bauen. Gegründet in 1992 ist Worldlink u. a. auf den Import and Export von Eisenerz, Metallen, Stahlprodukten und Nahrungsrohstoffen fokussiert. Worldlink handelt ca. 400 Mio. t Rohstoffe pro Jahr. Wordlink hat eine eigene Tankerflotte, Flotte von bulk carriern (Massengutschiffe) und ist außerdem im Energiesektor tätig.
Der andere Partner ist Seabulk Systems Inc, der darauf spezialisiert ist die komplette Massengut-Logistikkette für den Transport und Umschlag von Erzen und anderen Rohstoffen abzudecken. Hierzu gehören die Konstruktion und Planung von Häfen und Lagern, Umschlaggeräte für Häfen und Minen, Spezialschiffe mit Be- und Entladegeräten usw.
Mit diesen beiden erfahrenen Partnern wird nun in Brasilien die Logistik für das Brasilien-Projekt gestaltet.
Für einen Anleger der kurzfristig orientiert ist, dauert das alles viel zu lange. Die Entwicklung des Aktienkurses von Adriana deutet darauf hin, dass alle Trader und Zocker die durch BB angelockt wurden und völlig falsche Erwartungen in das Unternehmen setzten, inzwischen das Handtuch geworfen haben. Entweder war ihr Handeln von kurzfristigen Motiven geleitet, oder sie haben die Strategie von Adriana nicht verstanden.
Adriana hat folgende Eisenerz-Projekte:
Lac Otelnuk Iron Project, Quebec
• Located on the Labrador Trough, Quebec, a belt known to host several multi-billion ton iron deposits
• Historische Ressourcenmessung ca. 1,7 Mrd. t Eisenerz
• Neueste Bohrungen ergeben einen Fe-Gehalt von 29%
• Potential for 3-4 billion tonnes of iron ore: 25% magnetite
• One of Canada’s largest undeveloped iron deposits
• NI 43-101Ressourcenmessung für einen Teil in Arbeit
• Tagebaubetrieb möglich
• Infrastruktur noch nicht vorhanden
• Produktionsbeginn 2012 geplant
Mustavaara Mine, Finland
• Once a leading supplier of Vanadium to the European steel industry, and at one time accounted for 10% of global supply of Vanadium
• Contains a 30 million tonne NI 43-101 compliant measured resource with an average grade of approximately 16.8% magnetite
• Potenzial für Erweiterung auf 150 Mio. t
• Provides Adriana with the opportunity to achieve production and cash flow within 2-3 years
• Infrastruktur vorhanden
• Scoping study für Juni 2008 erwartet
• Produktionsstart E. 2010 geplant für 10 Mio t pellets p. a.
Brasilien-Projekt
• Hierzu wird zunächst ein neuer Hafen gebaut
• Geplanter Bau eines Hafens in Brasilien mit einer Umschlagleistung von 5 - 50 Mio. t. Eisenerz p. a.
• Hierzu Partnerschaften mit Seabulk und WordLink
• Es gibt im brasilianischen Bundesland Minas Gerais keinen unabhängigen Hafen (alle in der Hand der großen Rohstoff-Produzenten)
• Der Hafen soll zunächst für 5 Mio. t Umschlag ab Mitte 2010 fertig sein und dann auch den Umschlag von anderen Eisenerz-Produzenten übernehmen (cashflow unabhängig von der eigenen Produktion).
• Danach erfolgt der Ausbau auf 20 Mio. t. Umschlagleistung, später dann auf 50 Mio. t. Umschlagleistung erweiterbar
• Es gibt in Brasilien noch viele unerschlossene Gebiete in denen Rohstoffe schlummern. Adriana ist zurzeit dabei sich ein Gebiet mit Eisenerz-Ressourcen zu sichern.
Wie könnte die Zukunft aussehen?
Das Management von Adriana Resources wird seine Strategie natürlich nicht im Detail und komplett offenbaren. Sondern aus Wettbewerbsgründen und um sich Souveränität zu bewahren werden die Vorbereitungen für künftige taktische Züge erst dann offenbart, wenn Vollzug gemeldet werden kann.
Parallel laufen zurzeit folgende Aktionen:
1. Bau des Hafens in Brasilien (hierzu wurde gerade eine KE durchgeführt)
2. Verhandlungen für den Kauf von Gebieten mit Fe-Gehalten, die eine wirtschaftliche Förderung wahrscheinlich machen. Ich gehe davon aus, dass noch in 2008 der Kauf erfolgen wird.
3. Scoping study für das Finnland-Projekt bis M. 2008, danach rechne ich mit der Vergabe zur Erstellung einer bankfähigen Machbarkeitsstudie.
4. Weitere Bohrungen im Labrador-Projekt und Erstellung eines Ressourcen-Gutachtens nach NI 43-101.
Aus diesen Informationen erstelle ich hier mal folgende Prognose:
1. Das Finnland-Projekt startet in 2010 seine Produktion (3 Mio. t p. a. Konzentrat mit 65% Fe-Gehalt)
2. Das Brasilien-Projekt startet in 2011 seine Produktion (5 Mio. t p. a. mit 65% Fe-Gehalt)
3. Das Labrador-Projekt startet in 2012 seine Produktion (10 Mio. t p. a. pellets mit 65% Fe-Gehalt)
Alternativ könnte das Finnland-Projekt auch verkauft werden, um so Eigenkapital zu schaffen. LKAB, Northland Res. oder Northern Iron könnten so ihre Ressourcen erweitern. Ich gehe aber zunächst davon aus, dass Adriana selber die Produktion in Finnland beginnen wird.
Ich habe das Labrador-Projekt an die letzte Stelle gestellt, da hier der größte Kapitalbedarf für den Bau der Mine und für die Infrastruktur entstehen wird. Mit dem zeitlichen Vorlauf der beiden anderen Minen entsteht ein cashflow, der dann einen Teil des Kapitalbedarfs decken wird.
Hieraus würde dann in etwa folgende Umsatz/Gewinnentwicklung (grobe Schätzung) entstehen:
Gewinn pro Aktie:
Ich gehe von weiteren Kapitalerhöhungen aus und rechne mit folgender Stückzahl in:
2010: 200 Mio. Stücke
2011: 300 Mio. Stücke
2012: 400 Mio. Stücke
Beim Labrador-Projekt gehe ich von einem Joint-Venture 50/50 aus, so dass ich hier nur 50% der Gewinne für dieses Projekt rechne:
Geschätztes Ergebnis: . 2010 …… 2011 ……. 2012 …..… 2013
Produziertes Eisenerz: . 1,5 Mio. t …. 5 Mio. t .... 11 Mio. t .. 18 Mio. t
Gesamtumsatz .. USD . 188 Mio. …. 625 Mio. ..1375 Mio. . 2250 Mio.
Opex (operating cost) ... 67 Mio. ..... 230 Mio. ... 500 Mio. ... 860 Mio.
Capex/AfA ………....….... 15 Mio. ...... 60 Mio. .... 120 Mio. ... 150 Mio.
= EBIT ......................... 106 Mio. .... 335 Mio. .... 755 Mio. . 1240 Mio.
minus Zinsen (interest) . 30 Mio. ..... 100 Mio. .....200 Mio. ...300 Mio.
= EBT (Bruttogewinn) ....76 Mio. .. . 225 Mio. .... 555 Mio. ... 940 Mio.
minus Steuer (tax) ........ 23 Mio. ...... 70 Mio. … 170 Mio. ... 285 Mio.
= Netto-Profit/Gewinn ... 53 Mio. ….. 155 Mio. … 385 Mio. …655 Mio.
= E/S Gewinn pro Aktie: 0,27 $ …… 0,52 $ …… 0,83 $ …… 1,63 $
- 50% J/V für Labrador: .0,27 $ …… 0,52 $ …… 0,96 $ …… 1,18 $
= Gewinn pro Aktie: ….. 0,18 € …… 0,35 € …… 0,55 € …… 0,79 €
= KGV (Kurs 0,50 €): … KGV 2,8 … KGV 1.4 … KGV 0,9 .. KGV 0,6
Kurs KGV 10: ………… 1,80 EUR . 3,50 EUR .. 5,50 EUR .. 7,90 EUR
Kurspotenzial : .......... 260% ......... 600% ...... 1000% ...... 1400%
Fazit: Meines Erachtens werden die Story und die dahinter stehenden Macher zurzeit überhaupt nicht vom Markt erkannt. Hier entwickelt sich im Stillen ein neuer Eisenerz-Produzent mit einem Weltklasse-Management, guten properties und einem begehrten Rohstoff. Der Hafen mit seinen Erlösen aus dem Erzumschlag für andere Produzenten ist in obiger Kalkulation nicht enthalten. Der cashflow daraus wird Adriana zu weiteren Gewinnen verhelfen.
Im Moment habe ich noch keine Aktien von Adriana im Depot. Ich selber werde Adriana-Aktien in mehreren Tranchen kaufen. Der heutige Aktienkurs spiegelt m. M. nach in keiner Weise das Potenzial dieser Aktie wider. Der Markt bietet einem nicht häufig solche Chancen. Für den, der langfristig investieren kann, bietet sich hier eine Möglichkeit an der „Story Adriana“ teilzunehmen.
Risiken: Wie bei den meisten Explorer-Aktien gibt es auch bei Adriana Risiken, wie z. B. Bestätigung der Wirtschaftlichkeit der Projekte durch Machbarkeitsstudien, Finanzierung, Genehmigung seitens Behörden usw.
Obige Prognose ist von mir erstellt worden, um mir selbst eine mögliche künftige Unternehmens-Entwicklung berechenbar zu machen. Es handelt sich um persönliche Annahmen, die keine Kaufaufforderung darstellen. Die Prognose erhebt nicht den Anspruch auf Richtigkeit/Vollständigkeit. Die Schlussfolgerungen sind meine persönliche, und damit subjektive Meinung.
... do your own research ...
tommy
Mustavaara Mine, Finland
• Once a leading supplier of Vanadium to the European steel industry, and at one time accounted for 10% of global supply of Vanadium
• Contains a 30 million tonne NI 43-101 compliant measured resource with an average grade of approximately 16.8% magnetite
• Potenzial für Erweiterung auf 150 Mio. t
• Provides Adriana with the opportunity to achieve production and cash flow within 2-3 years
• Infrastruktur vorhanden
• Scoping study für Juni 2008 erwartet
• Produktionsstart E. 2010 geplant für 10 Mio t pellets p. a.
Da hat sich ein Fehler eingeschlichen ... richtig muss es sein:
3 Mio. t p. a. Konzentrat mit 65% Fe-Gehalt
sorry
• Once a leading supplier of Vanadium to the European steel industry, and at one time accounted for 10% of global supply of Vanadium
• Contains a 30 million tonne NI 43-101 compliant measured resource with an average grade of approximately 16.8% magnetite
• Potenzial für Erweiterung auf 150 Mio. t
• Provides Adriana with the opportunity to achieve production and cash flow within 2-3 years
• Infrastruktur vorhanden
• Scoping study für Juni 2008 erwartet
• Produktionsstart E. 2010 geplant für 10 Mio t pellets p. a.
Da hat sich ein Fehler eingeschlichen ... richtig muss es sein:
3 Mio. t p. a. Konzentrat mit 65% Fe-Gehalt
sorry
kleines Resourceupgrade von 'Cullen Resources',
halten daran glaube ich aber nur 30%.
"Upgraded Resource Estimate, Catho Well Channel Iron Deposit – 79.5Mt @ 55.34% Fe; 07.03.08"
www.cullenresources.com/home/Portals/0/pdf/2008/ASX%20-%20Ca…
halten daran glaube ich aber nur 30%.
"Upgraded Resource Estimate, Catho Well Channel Iron Deposit – 79.5Mt @ 55.34% Fe; 07.03.08"
www.cullenresources.com/home/Portals/0/pdf/2008/ASX%20-%20Ca…
www.proactiveinvestors.co.uk/cgi-bin/frame.pl?url=http://www…
Wenn ich das vor ein paar Wochen richtig verstanden hatte,
dann war das wirklich schlichtweg eine SENSATION,
daß 'Delta Mining' die Ausschreibung (o.ä.) der Lizenzen
gewonnen und erhalten hatte -ohne Übertreibung.
Da allerdings auch richtig richtig dicke Namen des Business
sich darum bemüht hatten, bin ich mir nicht wirklich sicher,
on man das als "durch" betrachten kann?!,
meine mich dran erinnern zu können, daß die "Grossen" Mitbieter
sich mit Händen und Füssen dagegen gewehrt haben, daß das D.M.
zugesprochen wird und das sie noch drauf und dran waren
einige "Optionen" zu prüfen.
Bin mir noch nichtmal sicher, ob die irgendwo für uns handelbar
gelistet sind, da müsste man sich genauer einlesen,
kann eigentlich nur soviel sagen:
Sollte die Tinte unter den Verträgen getrocknet sein
und sollten die für uns vernünftig handelbar sein
-dann sollten die recht automatisch supersuperinteressant werden,
zumal sie auch noch einiges andere interessante
im Portfolio hatten.
"Liberian iron ore mine within three years
A Delta drilling team at work
Monrovia, Liberia --- MININGREVIEW.COM --- 10 March, 2008 - South African-based mining company Delta Mining Consolidated (DMC) – which has been awarded the contract for the development of three major iron ore deposits in Liberia – has promised to launch operations as soon as possible, although the official project contract has not yet been signed.
Quoting “The Analyst” citing Delta CEO Heine van Niekerk here, allAfrica.com reports that the first two years will focus on feasibility studies and trials. Full mining is scheduled to start in the third year of operation.
The mining operation will also concentrate on infrastructure development. This includes the rehabilitation of schools, health centres, a railroad, a road network, water and electricity. The investment package will be equivalent to US$1.6 billion (R12 billion), he said.
It was announced in late January that the Liberian government had awarded the contract for the development of the three iron ore deposits to DMC, ahead of such industrial giants as Tata Steel and Arcelor-Mittal.
DMC was one of seven companies that submitted a bid for the so-called Western Cluster iron ore deposits in Liberia, according to the Johannesburg-based mining exploration company's web site. The Western Cluster includes Bomi Hills, Mano River and Beah Mountain in Grand Cape Mountain County. Total output is estimated at up to 20 million metric tonnes a year.
Van Niekerk did point out, however, that the formal agreement between DMC and the government of Liberia had not yet been signed. DMC says it expects a mandatory due diligence investigation to be completed before the end of 2008 to formalise the award of the project.
According to observers, allAfrica.com reports, the signing of the agreement will set the stage for full operations. “The company has promised to start operations as soon as possible,” the report adds.
Van Niekerk has already confirmed that the workforce the company employs will include a minimum of 60% Liberians."
http://deltamining.com
Wenn ich das vor ein paar Wochen richtig verstanden hatte,
dann war das wirklich schlichtweg eine SENSATION,
daß 'Delta Mining' die Ausschreibung (o.ä.) der Lizenzen
gewonnen und erhalten hatte -ohne Übertreibung.
Da allerdings auch richtig richtig dicke Namen des Business
sich darum bemüht hatten, bin ich mir nicht wirklich sicher,
on man das als "durch" betrachten kann?!,
meine mich dran erinnern zu können, daß die "Grossen" Mitbieter
sich mit Händen und Füssen dagegen gewehrt haben, daß das D.M.
zugesprochen wird und das sie noch drauf und dran waren
einige "Optionen" zu prüfen.
Bin mir noch nichtmal sicher, ob die irgendwo für uns handelbar
gelistet sind, da müsste man sich genauer einlesen,
kann eigentlich nur soviel sagen:
Sollte die Tinte unter den Verträgen getrocknet sein
und sollten die für uns vernünftig handelbar sein
-dann sollten die recht automatisch supersuperinteressant werden,
zumal sie auch noch einiges andere interessante
im Portfolio hatten.
"Liberian iron ore mine within three years
A Delta drilling team at work
Monrovia, Liberia --- MININGREVIEW.COM --- 10 March, 2008 - South African-based mining company Delta Mining Consolidated (DMC) – which has been awarded the contract for the development of three major iron ore deposits in Liberia – has promised to launch operations as soon as possible, although the official project contract has not yet been signed.
Quoting “The Analyst” citing Delta CEO Heine van Niekerk here, allAfrica.com reports that the first two years will focus on feasibility studies and trials. Full mining is scheduled to start in the third year of operation.
The mining operation will also concentrate on infrastructure development. This includes the rehabilitation of schools, health centres, a railroad, a road network, water and electricity. The investment package will be equivalent to US$1.6 billion (R12 billion), he said.
It was announced in late January that the Liberian government had awarded the contract for the development of the three iron ore deposits to DMC, ahead of such industrial giants as Tata Steel and Arcelor-Mittal.
DMC was one of seven companies that submitted a bid for the so-called Western Cluster iron ore deposits in Liberia, according to the Johannesburg-based mining exploration company's web site. The Western Cluster includes Bomi Hills, Mano River and Beah Mountain in Grand Cape Mountain County. Total output is estimated at up to 20 million metric tonnes a year.
Van Niekerk did point out, however, that the formal agreement between DMC and the government of Liberia had not yet been signed. DMC says it expects a mandatory due diligence investigation to be completed before the end of 2008 to formalise the award of the project.
According to observers, allAfrica.com reports, the signing of the agreement will set the stage for full operations. “The company has promised to start operations as soon as possible,” the report adds.
Van Niekerk has already confirmed that the workforce the company employs will include a minimum of 60% Liberians."
http://deltamining.com
zur größten Summe unter 10.000E kommt heute noch:
-HE-5 Resources zu 0,4$ und
-Gossan Resources zu 0,2E
dazu.
-HE-5 Resources zu 0,4$ und
-Gossan Resources zu 0,2E
dazu.
Sollte das bei 'DMC' mit dem "Reviewing" positiv
aussehen, werde ich da voraussichtlich nochmal deutlich
aufstocken, wahrscheinlich ver2ppeln,
aber allzuviel Handlungsspielraum ist ja nicht mehr.
aussehen, werde ich da voraussichtlich nochmal deutlich
aufstocken, wahrscheinlich ver2ppeln,
aber allzuviel Handlungsspielraum ist ja nicht mehr.
Bei 'Brockmann Resources' stand im letzten Resourcestatement
als Untertitel:
"Landmark Upgrade Propels Brockman into the Major League"
ich würde ja meinen, daß das seine Berechtigung hat...
als Untertitel:
"Landmark Upgrade Propels Brockman into the Major League"
ich würde ja meinen, daß das seine Berechtigung hat...
"Spannend gehts dahin - nach den Eisenerzabschlüssen dürften die Kokskohleabschlüsse diese mit 100% Aufschlägen noch in den Schatten stellen.
Noch dazu rechne ich, dass in etwa 2 Jahren der
peak bei den Eisenerzen erreicht sein könnte, während bei Kokskohle dieser wahrscheinlich nicht erreicht wird, wenn es keinen Technologiewandel hin zu anderen Kohlen gibt."
aus dem letzten SmallCapInvestor
„Mr. Garry Beck, general manager of marketing for Xstrata, said, "We believe that the tightness in today's market reflecting in record spot prices up to $200 indicated that the 2007 price reduction was an over-correction. Ongoing undersupply of prime hard coking coals and current spot pricing in our view points to a very strong price outlook for 2008."
Coking coal prices are driven upward, in part, by increasing production of carbon steel.”
aus der letzten 'QGX' Präsentation
(die auch alles andere als uninteressant aussehen)
Noch dazu rechne ich, dass in etwa 2 Jahren der
peak bei den Eisenerzen erreicht sein könnte, während bei Kokskohle dieser wahrscheinlich nicht erreicht wird, wenn es keinen Technologiewandel hin zu anderen Kohlen gibt."
aus dem letzten SmallCapInvestor
„Mr. Garry Beck, general manager of marketing for Xstrata, said, "We believe that the tightness in today's market reflecting in record spot prices up to $200 indicated that the 2007 price reduction was an over-correction. Ongoing undersupply of prime hard coking coals and current spot pricing in our view points to a very strong price outlook for 2008."
Coking coal prices are driven upward, in part, by increasing production of carbon steel.”
aus der letzten 'QGX' Präsentation
(die auch alles andere als uninteressant aussehen)
www.miningmx.com/juniors/220933.htm
Mit Petmin hätte man theoretisch Kohle und Iron Ore in einem.
"Petmin to increase coal output
Julie Bain
Posted: Mon, 10 Mar 2008
[miningmx.com] -- PETMIN expects to lift the reserves at its Somkhele, anthracite coal mine, giving a life of mine of 27 years and it is looking into expanding the plant at the project in South Africa's KwaZulu-Natal province.
The JSE- and AIM-traded junior coal and silica miner, which has four key projects, said it planned to take advantage of the strong coal price to place spot cargoes at "improved" US dollar prices for the anthracite coal it mines at Springlake.
In November 2007, Petmin agreed a transaction with Kermas to jointly acquire the Veremo iron ore project in South Africa. Kermas owns Samancor, the world's second-largest ferrochrome producer. When the Veremo transaction is concluded in April this year, Petmin will own 25% of the project.
Petmin's COO Bradley Doig was appointed as a director of Veremo. Petmin is managing an updated bankable feasibility study for the project.
Click Here to subscribe to our daily newsletter
Petmin reported a 145% rise in net profit to R93m in the six months to the end of December compared to R39m in the same period last year as it increased production at its Springlake Colliery and Somkhele, which started production in June last year.
"Development of the colliery's (Somkhele) Area 1 is progressing well and first production from this section is expected in the second half of this year," said Petmin.
Revenue for the six months increased by 92% to R306m compared to R160m for the same six months in the last financial year and gross profit rose by 134% to R56m.
Petmin's proven reserves at its SamQuarz silica mine in Mpumalanga province should increase from the current 10 million tonnes of quartzite to approximately 45 million tonnes, giving the operation at current mining rates a 36-year life of mine when an updated SAMREC-compliant report of reserves and resources is completed in second half of this year.
Silica is used in the production of glass and and SamQuarz also makes a flux product used in ferrochrome and ferromanganese production."
Mit Petmin hätte man theoretisch Kohle und Iron Ore in einem.
"Petmin to increase coal output
Julie Bain
Posted: Mon, 10 Mar 2008
[miningmx.com] -- PETMIN expects to lift the reserves at its Somkhele, anthracite coal mine, giving a life of mine of 27 years and it is looking into expanding the plant at the project in South Africa's KwaZulu-Natal province.
The JSE- and AIM-traded junior coal and silica miner, which has four key projects, said it planned to take advantage of the strong coal price to place spot cargoes at "improved" US dollar prices for the anthracite coal it mines at Springlake.
In November 2007, Petmin agreed a transaction with Kermas to jointly acquire the Veremo iron ore project in South Africa. Kermas owns Samancor, the world's second-largest ferrochrome producer. When the Veremo transaction is concluded in April this year, Petmin will own 25% of the project.
Petmin's COO Bradley Doig was appointed as a director of Veremo. Petmin is managing an updated bankable feasibility study for the project.
Click Here to subscribe to our daily newsletter
Petmin reported a 145% rise in net profit to R93m in the six months to the end of December compared to R39m in the same period last year as it increased production at its Springlake Colliery and Somkhele, which started production in June last year.
"Development of the colliery's (Somkhele) Area 1 is progressing well and first production from this section is expected in the second half of this year," said Petmin.
Revenue for the six months increased by 92% to R306m compared to R160m for the same six months in the last financial year and gross profit rose by 134% to R56m.
Petmin's proven reserves at its SamQuarz silica mine in Mpumalanga province should increase from the current 10 million tonnes of quartzite to approximately 45 million tonnes, giving the operation at current mining rates a 36-year life of mine when an updated SAMREC-compliant report of reserves and resources is completed in second half of this year.
Silica is used in the production of glass and and SamQuarz also makes a flux product used in ferrochrome and ferromanganese production."
"Aegis -Junior Resources Review - December 2007 Quarterly Review"
www.aegis.com.au/Data/assirt/Reports/BB/71202/XBB_71202.pdf
Hier werden -regelmässig- richtig richtig viele Junior/Explorationsunternehmen(großteils) besprochen,
4-5 Dutzend Titel, u.a. auch einige wenige hier aufgeführte
(Stonehenge, United Minerals, BC Iron -weiss nicht ob noch mehr??).
Wenn der Link nicht funktoniert -einfach mal anmelden
-alles gratis.
www.aegis.com.au/Data/assirt/Reports/BB/71202/XBB_71202.pdf
Hier werden -regelmässig- richtig richtig viele Junior/Explorationsunternehmen(großteils) besprochen,
4-5 Dutzend Titel, u.a. auch einige wenige hier aufgeführte
(Stonehenge, United Minerals, BC Iron -weiss nicht ob noch mehr??).
Wenn der Link nicht funktoniert -einfach mal anmelden
-alles gratis.
Antwort auf Beitrag Nr.: 33.615.021 von Popeye82 am 11.03.08 23:41:50Hi Popeye,
hast Du einen Kohle-Explorer, der auch an deutschen Börsen gehandelt wird?
Gruß
tommy
hast Du einen Kohle-Explorer, der auch an deutschen Börsen gehandelt wird?
Gruß
tommy
"Tue Mar 11, 2008
Cardero Announces Delivery and Installation of the Eriez Dry Magnetic Separator at the Pampa El Toro Iron Sands Project, Peru
--------------------------------------------------------------------------------
SRK On-Site to Commence Pampa de Pongo Mining Scoping Study
Cardero Resource Corp. ("Cardero" or the "Company") - (TSX: CDU, AMEX: CDY, Frankfurt: CR5) is pleased to announce delivery and installation of the Eriez Dry Magnetic Separator for the Pampa El Toro Iron Sands Project, Peru. The magnetic separator has been installed at the Company's custom built testing facility. Processing of the run-of-mine ("ROM") sand is expected to commence in mid March.
The Company is also pleased to announce that SRK Consulting Engineers and Scientists ("SRK") are on-site in Peru to commence the mining scoping study on Cardero's 100% owned Pampa de Pongo deposit. Pampa de Pongo is the largest undeveloped iron resource on the western seaboard of the Americas, with a N.I. 43-101 Inferred Resource of 953 Mt @ 44.7% iron and 0.12% copper. The scoping study is designed to determine the optimum mining method and provide estimated production costs.
Cardero's primary focus during the next 12 months will be to further quantify its iron ore assets, which enjoy considerable infrastructural advantages in comparison to other similar stage projects globally, including proximity to a under-utilized deep water port, the availability of cheap electrical power, the planned extension of a near-by natural gas pipeline, the proximity of the Pan-American highway bordering the projects, the existence of a preexisting iron mining labour pool and, finally, a stable, pro-mining government.
Pampa el Toro Iron Sands Project
The Eriez Dry Magnetic Separator has been installed at the Company's Acari testing facility at the Pampa El Toro Iron Sands Project. The separator is currently undergoing final testing before the recovery test begins. The magnetic separator consists of three core components, being a primary magnetic unit, a secondary magnetic unit and a final cleaner unit, along with various associated hoppers and conveyor systems. Approximately 1,400 tonnes of Pampa El Toro ROM material has been excavated from the extensive magnetite bearing dune field and is securely stored at the Company's facilities. Once testing of the Eriez unit is complete, ROM material will be upgraded by magnetic separation to produce approximately 40 tonnes of iron concentrate. This phase of the work programme is scheduled to commence in mid-March 2008 and be completed during Q3.
The concentrate will subsequently be exported to the United States for pilot plant scale melting tests, which were designed by Glenn Hoffman, the President of Cardero Iron Ore Company Ltd., to produce a premium quality pig iron ranging from 96 to 98% iron and 2 -- 4% carbon. In tandem with the above work, SRK have been retained to complete the 43-101 compliant resource estimate for the Pampa El Toro Iron Sands Project. As part of this study, a consultant from SRK Johannesburg is currently on site and the final report is scheduled to be completed during the second quarter of 2008.
Pampa de Pongo Iron Deposit
Cardero's 100% owned Pampa de Pongo Iron deposit is the largest undeveloped iron resource on the western seaboard of the Americas (Figure 1), with a N.I. 43-101 Inferred Resource of 953 Mt @ 44.7% iron and 0.12% copper (see September 6, 2005 news release). Mineralization remains open. Cardero is investigating the possibility of extracting iron ore through a combination of open-pit and underground block-caving methods to produce a high grade, direct shipping +65% magnetite ore and a blast furnace or direct reduction grade iron pellet product. Both products would be shipped from a nearby deep water port, 40 kilometres to the west.
Click to Enlarge
Figure 1: Pampa de Pongo Iron Project Showing Location and Associated Magnetic Anomaly
A Vancouver based SRK rock-mechanic and geotechnical expert is on-site to commence the mining scoping study.
The Company is currently designing a comprehensive ground magnetic survey to cover the entire 15 kilometre length of the Pampa de Pongo airborne magnetic anomaly (figure 1). During Cardero's previous drill campaign, ground-based magnetic surveys were highly successful in delineating high-grade magnetite iron ore when combined with 3D Inversion Modeling. It is hoped that the infill magnetic data will help define additional resources.
Preliminary metallurgical work on 'run-of-mine' mineralization by Rio Tinto indicated that the mineralization was readily upgradeable to form either a 69% iron concentrate or a high quality 67% iron oxide pellet. Consequently, the Company has initiated a 30,000 metre definition drill program, which is designed to upgrade the current Inferred Resource to a combination of Indicated and Measured Resource status. This program will commence once drill permits are in place (anticipated by the end of April, 2008).
Although Cardero is encouraged by the results to date at Pampa de Pongo, it is important to realize that there has been insufficient drill testing to define any National Instrument 43-101 compliant mineral reserve. It is also important to note the fact that mineral resources which are not mineral reserves, such as those discussed here, do not have demonstrated economic viability.
Iron Ore Markets
On Monday, February 18, 2008, the three main steel makers in Asia, Nippon Steel Corporation, JFE Holdings, Inc. and Pohang Iron and Steel Company, accepted a 65% increase in the price of certain types of iron ore from Brazil's Vale. Similar agreements followed with Kobe Steel, Ltd. and Baoshan Iron and Steel Co. Ltd. for 2008 iron ore pricing in such categories.
Paulo Camillo Penna, President of the Brazilian Mining Institute (IBRAM), recently quoted in Business News Americas, stated "Iron ore prices are due to remain at high levels for the coming years due to very tight market conditions". He continues, "Following the rules of economics, the trend is of a significant price increase, which just occurred. The outlook is of supply-demand tightness for a horizon of at least another 10 years."
Qualified Person
EurGeol Mr. Keith J. Henderson, Cardero's Vice President-Exploration and a qualified person as defined by National Instrument 43-101, has reviewed the scientific and technical information that forms the basis for this news release. Mr. Henderson is not independent of the Company as he is an officer and shareholder.
About Cardero Resource Corp.
Cardero's focus through 2008 will be to realise the considerable value which it believes is locked in the Company's significant iron ore assets, while continuing to progress its base and precious metal exploration projects in Argentina and Mexico. The common shares of the Company are currently listed on the Toronto Stock Exchange (symbol CDU), the American Stock Exchange (symbol CDY) and the Frankfurt Stock Exchange (symbol CR5). For further details on the Company readers are referred to the Company's web site (www.cardero.com), Canadian regulatory filings on SEDAR at www.sedar.com and United States regulatory filings on EDGAR at www.sec.gov.
On Behalf of the Board of Directors of
CARDERO RESOURCE CORP.
"Hendrik van Alphen" (signed)
Hendrik van Alphen, President
Contact Information:
Quentin Mai, Manager - Corporate Communications & Investor Relations
Email: qmai@cardero.com
Phone: 1-888-770-7488 (604) 408-7488 / Fax: (604) 408-7499"
Cardero Announces Delivery and Installation of the Eriez Dry Magnetic Separator at the Pampa El Toro Iron Sands Project, Peru
--------------------------------------------------------------------------------
SRK On-Site to Commence Pampa de Pongo Mining Scoping Study
Cardero Resource Corp. ("Cardero" or the "Company") - (TSX: CDU, AMEX: CDY, Frankfurt: CR5) is pleased to announce delivery and installation of the Eriez Dry Magnetic Separator for the Pampa El Toro Iron Sands Project, Peru. The magnetic separator has been installed at the Company's custom built testing facility. Processing of the run-of-mine ("ROM") sand is expected to commence in mid March.
The Company is also pleased to announce that SRK Consulting Engineers and Scientists ("SRK") are on-site in Peru to commence the mining scoping study on Cardero's 100% owned Pampa de Pongo deposit. Pampa de Pongo is the largest undeveloped iron resource on the western seaboard of the Americas, with a N.I. 43-101 Inferred Resource of 953 Mt @ 44.7% iron and 0.12% copper. The scoping study is designed to determine the optimum mining method and provide estimated production costs.
Cardero's primary focus during the next 12 months will be to further quantify its iron ore assets, which enjoy considerable infrastructural advantages in comparison to other similar stage projects globally, including proximity to a under-utilized deep water port, the availability of cheap electrical power, the planned extension of a near-by natural gas pipeline, the proximity of the Pan-American highway bordering the projects, the existence of a preexisting iron mining labour pool and, finally, a stable, pro-mining government.
Pampa el Toro Iron Sands Project
The Eriez Dry Magnetic Separator has been installed at the Company's Acari testing facility at the Pampa El Toro Iron Sands Project. The separator is currently undergoing final testing before the recovery test begins. The magnetic separator consists of three core components, being a primary magnetic unit, a secondary magnetic unit and a final cleaner unit, along with various associated hoppers and conveyor systems. Approximately 1,400 tonnes of Pampa El Toro ROM material has been excavated from the extensive magnetite bearing dune field and is securely stored at the Company's facilities. Once testing of the Eriez unit is complete, ROM material will be upgraded by magnetic separation to produce approximately 40 tonnes of iron concentrate. This phase of the work programme is scheduled to commence in mid-March 2008 and be completed during Q3.
The concentrate will subsequently be exported to the United States for pilot plant scale melting tests, which were designed by Glenn Hoffman, the President of Cardero Iron Ore Company Ltd., to produce a premium quality pig iron ranging from 96 to 98% iron and 2 -- 4% carbon. In tandem with the above work, SRK have been retained to complete the 43-101 compliant resource estimate for the Pampa El Toro Iron Sands Project. As part of this study, a consultant from SRK Johannesburg is currently on site and the final report is scheduled to be completed during the second quarter of 2008.
Pampa de Pongo Iron Deposit
Cardero's 100% owned Pampa de Pongo Iron deposit is the largest undeveloped iron resource on the western seaboard of the Americas (Figure 1), with a N.I. 43-101 Inferred Resource of 953 Mt @ 44.7% iron and 0.12% copper (see September 6, 2005 news release). Mineralization remains open. Cardero is investigating the possibility of extracting iron ore through a combination of open-pit and underground block-caving methods to produce a high grade, direct shipping +65% magnetite ore and a blast furnace or direct reduction grade iron pellet product. Both products would be shipped from a nearby deep water port, 40 kilometres to the west.
Click to Enlarge
Figure 1: Pampa de Pongo Iron Project Showing Location and Associated Magnetic Anomaly
A Vancouver based SRK rock-mechanic and geotechnical expert is on-site to commence the mining scoping study.
The Company is currently designing a comprehensive ground magnetic survey to cover the entire 15 kilometre length of the Pampa de Pongo airborne magnetic anomaly (figure 1). During Cardero's previous drill campaign, ground-based magnetic surveys were highly successful in delineating high-grade magnetite iron ore when combined with 3D Inversion Modeling. It is hoped that the infill magnetic data will help define additional resources.
Preliminary metallurgical work on 'run-of-mine' mineralization by Rio Tinto indicated that the mineralization was readily upgradeable to form either a 69% iron concentrate or a high quality 67% iron oxide pellet. Consequently, the Company has initiated a 30,000 metre definition drill program, which is designed to upgrade the current Inferred Resource to a combination of Indicated and Measured Resource status. This program will commence once drill permits are in place (anticipated by the end of April, 2008).
Although Cardero is encouraged by the results to date at Pampa de Pongo, it is important to realize that there has been insufficient drill testing to define any National Instrument 43-101 compliant mineral reserve. It is also important to note the fact that mineral resources which are not mineral reserves, such as those discussed here, do not have demonstrated economic viability.
Iron Ore Markets
On Monday, February 18, 2008, the three main steel makers in Asia, Nippon Steel Corporation, JFE Holdings, Inc. and Pohang Iron and Steel Company, accepted a 65% increase in the price of certain types of iron ore from Brazil's Vale. Similar agreements followed with Kobe Steel, Ltd. and Baoshan Iron and Steel Co. Ltd. for 2008 iron ore pricing in such categories.
Paulo Camillo Penna, President of the Brazilian Mining Institute (IBRAM), recently quoted in Business News Americas, stated "Iron ore prices are due to remain at high levels for the coming years due to very tight market conditions". He continues, "Following the rules of economics, the trend is of a significant price increase, which just occurred. The outlook is of supply-demand tightness for a horizon of at least another 10 years."
Qualified Person
EurGeol Mr. Keith J. Henderson, Cardero's Vice President-Exploration and a qualified person as defined by National Instrument 43-101, has reviewed the scientific and technical information that forms the basis for this news release. Mr. Henderson is not independent of the Company as he is an officer and shareholder.
About Cardero Resource Corp.
Cardero's focus through 2008 will be to realise the considerable value which it believes is locked in the Company's significant iron ore assets, while continuing to progress its base and precious metal exploration projects in Argentina and Mexico. The common shares of the Company are currently listed on the Toronto Stock Exchange (symbol CDU), the American Stock Exchange (symbol CDY) and the Frankfurt Stock Exchange (symbol CR5). For further details on the Company readers are referred to the Company's web site (www.cardero.com), Canadian regulatory filings on SEDAR at www.sedar.com and United States regulatory filings on EDGAR at www.sec.gov.
On Behalf of the Board of Directors of
CARDERO RESOURCE CORP.
"Hendrik van Alphen" (signed)
Hendrik van Alphen, President
Contact Information:
Quentin Mai, Manager - Corporate Communications & Investor Relations
Email: qmai@cardero.com
Phone: 1-888-770-7488 (604) 408-7488 / Fax: (604) 408-7499"
ich versuche mal einige aufzulisten
-QGX Limited
-Red Hill Energy
-Mantle Mining
-Altona Resources
-Waratah Coal
-Northern Energy
-Aviva Corporation
-Pan African Mining (ab demnächst wahrsch., es scheint danach auszusehen -aber noch nichts schlussendliches bestätigt)
-Gulfside Minerals (ich weiss nicht wie ernst/seriös das zu nehmen
ist -ein sehr "populärer" Wert bei uns)
-Sapex Limited
-Global Coal Management (glaube ein "Spezialfall")
-CIC Energy (gehören zur 'Talon Metals Group')
Der größere Teil müsste bei >/= 1Mrd. t Kohle liegen,
Waratah und Altona sind Resourcentechnisch einfach gigantisch
+Warath ist auch eine Longview-Beteiligung
(ich glaube ja, daß 'Longview' alleine durch die 'Waratah' Beteiligung mal weit mehr wert sein wird als jetzt
-u.a. auch deswegen die Aufnahme-, aber ...we will see... ),
bei 'QGX' wurden vor einiger Zeit -durch zwei Feasibility Studies
bedingt- sehr sehr nette mögliche zukünftige Cashflows
ins Spiel gebracht.
Die mittleren, fortgeschrittenen -riesengroßen Werte haben sich
zuletzt durchschnittlich sehr sehr stark entwickelt,
aber genau von Denen hätte ich auch fast keine drin
-genauso wie die ganz ganz kleinen(zumindest mit Blick auf
die Resourcen).
Meine grobe Strategie stark vereinfacht:
Werte und Unternehmen mit so groß wie möglichen Resourcen
(oder guten Aussichten darauf)
...zu so gering wie möglicher Bewertung finden.
Davon versuche ich mir dann meist eine einigermassen umfangreiche
Liste zu erstellen ...und mir das am besten aussehende rauszupicken.
(erklärt nur vielleicht im Gesamten meistens die Auswahl
der Werte)
Würde auch denken, daß 'Cambrian Mining' längerfristig
-durch seine -sehr- breite Aufstellung und vielen Beteiligungen-
sehr interessant werden sollte, 'Polo Resources' find ich
schon seit einiger Zeit, als ich zufällig drüber gestolpert bin,
sehr interessant(nicht erst, seit die neulich bei uns zum 1sten Mal empfohlen wurden).
Man muss sich mal vergegenwärtigen, was mit "nur" 100Mio t
Kohle und sagen wir mal einem jährlichen Output von 1-2Mio t
möglich ist!
Wenn man allerdings versucht es auf die "ganz große
Nummer" anzulegen, dann muss man da glaube ich im Normalfall
sehr sehr viel Zeit mitbringen.
-QGX Limited
-Red Hill Energy
-Mantle Mining
-Altona Resources
-Waratah Coal
-Northern Energy
-Aviva Corporation
-Pan African Mining (ab demnächst wahrsch., es scheint danach auszusehen -aber noch nichts schlussendliches bestätigt)
-Gulfside Minerals (ich weiss nicht wie ernst/seriös das zu nehmen
ist -ein sehr "populärer" Wert bei uns)
-Sapex Limited
-Global Coal Management (glaube ein "Spezialfall")
-CIC Energy (gehören zur 'Talon Metals Group')
Der größere Teil müsste bei >/= 1Mrd. t Kohle liegen,
Waratah und Altona sind Resourcentechnisch einfach gigantisch
+Warath ist auch eine Longview-Beteiligung
(ich glaube ja, daß 'Longview' alleine durch die 'Waratah' Beteiligung mal weit mehr wert sein wird als jetzt
-u.a. auch deswegen die Aufnahme-, aber ...we will see...
),bei 'QGX' wurden vor einiger Zeit -durch zwei Feasibility Studies
bedingt- sehr sehr nette mögliche zukünftige Cashflows
ins Spiel gebracht.
Die mittleren, fortgeschrittenen -riesengroßen Werte haben sich
zuletzt durchschnittlich sehr sehr stark entwickelt,
aber genau von Denen hätte ich auch fast keine drin
-genauso wie die ganz ganz kleinen(zumindest mit Blick auf
die Resourcen).
Meine grobe Strategie stark vereinfacht:
Werte und Unternehmen mit so groß wie möglichen Resourcen
(oder guten Aussichten darauf)
...zu so gering wie möglicher Bewertung finden.
Davon versuche ich mir dann meist eine einigermassen umfangreiche
Liste zu erstellen ...und mir das am besten aussehende rauszupicken.
(erklärt nur vielleicht im Gesamten meistens die Auswahl
der Werte)
Würde auch denken, daß 'Cambrian Mining' längerfristig
-durch seine -sehr- breite Aufstellung und vielen Beteiligungen-
sehr interessant werden sollte, 'Polo Resources' find ich
schon seit einiger Zeit, als ich zufällig drüber gestolpert bin,
sehr interessant(nicht erst, seit die neulich bei uns zum 1sten Mal empfohlen wurden).
Man muss sich mal vergegenwärtigen, was mit "nur" 100Mio t
Kohle und sagen wir mal einem jährlichen Output von 1-2Mio t
möglich ist!
Wenn man allerdings versucht es auf die "ganz große
Nummer" anzulegen, dann muss man da glaube ich im Normalfall
sehr sehr viel Zeit mitbringen.
die könnte man wahrsch. auch noch dazu nehmen
www.churchillmining.com/pdf/2008/reserchnote2.pdf
schön finde ich ja bei den Artikeln, zwei der
Überschriften dazu...
www.churchillmining.com
February 2008 - Forbes.com - 'The Other Black Gold'
February 2008 - Proactive Investors - 'Coal, the new black gold'
Bis zum Ende diesen Jahres soll eine Menge nachgewiesen werden.
www.churchillmining.com/pdf/2008/reserchnote2.pdf
schön finde ich ja bei den Artikeln, zwei der
Überschriften dazu...
www.churchillmining.com
February 2008 - Forbes.com - 'The Other Black Gold'
February 2008 - Proactive Investors - 'Coal, the new black gold'
Bis zum Ende diesen Jahres soll eine Menge nachgewiesen werden.
bezieht sich leider nicht aufs 'Congo' sondern 'Sierra Leone-
Reviewing'(ist derzeit ww leider kein Einzelfall)
Ich glaube der einzige aus der Liste betroffene Wert müsste
'London Mining' sein(will mich aber nicht drauf festnageln)
+das auch nur in Teilen,
kann jetzt aber nicht sagen, wieviel Anteilsmässig.
"Sierra Leone
Posted: Tue, 11 Mar 2008
[miningmx.com] -- SIERRA Leone will complete a review of all mining contracts within the next three months to resolve disputes over licences awarded under the previous government, President Ernest Bai Koroma said in an interview with Reuters.
Koroma, who won a close election last September in the small West African state, said he had called in experts from the World Bank to conduct the study which will affect all foreign and local miners operating in the ore-rich former British colony, the newswire reported.
Mining accounts for 90 percent of the country's exports but the industry is a shadow of its former self after its commercial mines were stripped during a 1991-2002 civil war, it said.
"We inherited a situation in which two licences were given for exploration or mining in one location.
We have at least three or four such situations," Koroma told Reuters in his office at State House in the capital Freetown late on Monday.
"We only will say that everybody will be given a fair trial. At the end of the process they themselves will be a lot more comfortable to proceed," he said.
The review would affect companies including bauxite miner Argyll Resources, and iron ore miners the London Mining Company and the Sierra Leone Development Company. Other mining firms operating in the West African country include Cluff Gold and exploration company West African Diamonds , both listed in London."
Reviewing'(ist derzeit ww leider kein Einzelfall)
Ich glaube der einzige aus der Liste betroffene Wert müsste
'London Mining' sein(will mich aber nicht drauf festnageln)
+das auch nur in Teilen,
kann jetzt aber nicht sagen, wieviel Anteilsmässig.
"Sierra Leone
Posted: Tue, 11 Mar 2008
[miningmx.com] -- SIERRA Leone will complete a review of all mining contracts within the next three months to resolve disputes over licences awarded under the previous government, President Ernest Bai Koroma said in an interview with Reuters.
Koroma, who won a close election last September in the small West African state, said he had called in experts from the World Bank to conduct the study which will affect all foreign and local miners operating in the ore-rich former British colony, the newswire reported.
Mining accounts for 90 percent of the country's exports but the industry is a shadow of its former self after its commercial mines were stripped during a 1991-2002 civil war, it said.
"We inherited a situation in which two licences were given for exploration or mining in one location.
We have at least three or four such situations," Koroma told Reuters in his office at State House in the capital Freetown late on Monday."We only will say that everybody will be given a fair trial. At the end of the process they themselves will be a lot more comfortable to proceed," he said.
The review would affect companies including bauxite miner Argyll Resources, and iron ore miners the London Mining Company and the Sierra Leone Development Company. Other mining firms operating in the West African country include Cluff Gold and exploration company West African Diamonds , both listed in London."
BHP und Rio Tinto verweigern Fortescue die Benutzung des Schienennetzes ... Infrastruktur ist ein bedeutender Punkt!
Pilbara iron ore rail stand-off helping feed inflation: Forrest
13th March 2008
Fortescue Metals chief Andrew Forrest claimed yesterday that BHP Billiton and Rio Tinto’s refusal to share infrastructure in the Pilbara was contributing to inflation.
Speaking at an iron ore conference in Perth, Mr Forrest also said Fortescue’s flagship $2.7 billion project was “90 per cent complete” and backed its Pilbara rivals’ decision to ask Asian steel mills for a freight premium for its Pilbara ore as “understandable”.
Mr Forrest said Australia’s iron ore companies needed to counter rising operating costs through co-operation instead of having “three separate rail operators and three separate port operators with railway lines running alongside each other”.
“Every household in our country is feeling and suffering the effects of inflationary pressures … this is just unnecessarily driving up the cost of living across Australia,” he said.
“We’re a growing economy but what we don’t need to do is spend wasteful, precious investment dollars where we don’t have to because this will just drive up the cost of living right across Australia.”
Fortescue is poised for the next round of hostilities with BHP over access to the mining giant’s Pilbara railway, with the High Court last week granting BHP leave to appeal against a previous judgment in Fortescue’s favour.
The mid-tier iron ore aspirant is fighting to gain access to BHP’s Goldsworthy and Mt Newman rail lines as well as Rio’s railway network at Hamersley Iron and Robe River.
Mr Forrest’s comments that the Pilbara was experiencing something closer to “hyperinflation” follows similar warnings from mining companies and analysts.
It also came as WA Treasurer and State Development Minister Eric Ripper reaffirmed the WA Government’s support for multi-user infrastructure.
Rio Tinto chief executive Sam Walsh told the conference that economic forecasts suggested higher project costs would “only increase”, while Merrill Lynch analysts said in a note last week that iron ore cash costs for the world’s second biggest mining company, Vale, had jumped 30 per cent in the December quarter.
Mr Forrest said Fortescue’s shipping plans were on track for May, with the first train to run within weeks. “We’ll get it on the ship even if we have to use a shovel,” he said.
Fortescue shares were up 26¢ to $7.65 yesterday.
Meanwhile, Mr Walsh signalled there was no end in sight to Rio’s iron ore price negotiations.
He said the company, which indicated last year it would be selling up to 15 million tonnes into the spot market, was likely to continue to move towards hybrid or spot contracts, and played down the likelihood of an iron ore index being set up any time soon.
Mr Walsh also said Rio would establish a materials sensing and mining centre at Curtin University later this month. Rio shares jumped $5.95 to $125.25.
www.thewest.com.au
Pilbara iron ore rail stand-off helping feed inflation: Forrest
13th March 2008
Fortescue Metals chief Andrew Forrest claimed yesterday that BHP Billiton and Rio Tinto’s refusal to share infrastructure in the Pilbara was contributing to inflation.
Speaking at an iron ore conference in Perth, Mr Forrest also said Fortescue’s flagship $2.7 billion project was “90 per cent complete” and backed its Pilbara rivals’ decision to ask Asian steel mills for a freight premium for its Pilbara ore as “understandable”.
Mr Forrest said Australia’s iron ore companies needed to counter rising operating costs through co-operation instead of having “three separate rail operators and three separate port operators with railway lines running alongside each other”.
“Every household in our country is feeling and suffering the effects of inflationary pressures … this is just unnecessarily driving up the cost of living across Australia,” he said.
“We’re a growing economy but what we don’t need to do is spend wasteful, precious investment dollars where we don’t have to because this will just drive up the cost of living right across Australia.”
Fortescue is poised for the next round of hostilities with BHP over access to the mining giant’s Pilbara railway, with the High Court last week granting BHP leave to appeal against a previous judgment in Fortescue’s favour.
The mid-tier iron ore aspirant is fighting to gain access to BHP’s Goldsworthy and Mt Newman rail lines as well as Rio’s railway network at Hamersley Iron and Robe River.
Mr Forrest’s comments that the Pilbara was experiencing something closer to “hyperinflation” follows similar warnings from mining companies and analysts.
It also came as WA Treasurer and State Development Minister Eric Ripper reaffirmed the WA Government’s support for multi-user infrastructure.
Rio Tinto chief executive Sam Walsh told the conference that economic forecasts suggested higher project costs would “only increase”, while Merrill Lynch analysts said in a note last week that iron ore cash costs for the world’s second biggest mining company, Vale, had jumped 30 per cent in the December quarter.
Mr Forrest said Fortescue’s shipping plans were on track for May, with the first train to run within weeks. “We’ll get it on the ship even if we have to use a shovel,” he said.
Fortescue shares were up 26¢ to $7.65 yesterday.
Meanwhile, Mr Walsh signalled there was no end in sight to Rio’s iron ore price negotiations.
He said the company, which indicated last year it would be selling up to 15 million tonnes into the spot market, was likely to continue to move towards hybrid or spot contracts, and played down the likelihood of an iron ore index being set up any time soon.
Mr Walsh also said Rio would establish a materials sensing and mining centre at Curtin University later this month. Rio shares jumped $5.95 to $125.25.
www.thewest.com.au
Research zu:
Brockman Resources (BRM)
WKN: A0M8EK
Brockman Resources ist ein australischer Explorer der seine Eisenerz-Gebiete zwischen den Gebieten von Fortescue und BHP hat. Die nächste Bahnverbindung zum BHP-Schienenweg liegt ca. 35 km entfernt. Straßen sind in der Nähe vorhanden.
Aktienanzahl: 93 Mio.
Aktienkurs: 1,10 EUR
Marktkapitalisierung: 102 Mio. EUR
Das Hauptprojekt ist das Marillana Projekt bei dem 1,1 Mrd. t Eisenerz mit 57,5 - 59,8% Fe-Gehalt vorhanden sein soll. Nach JORC wurden davon bisher 338 Mio. t als “indicated resource“ ermittelt. Für die Differenz zu den 1,1 Mrd. t läuft ein weiteres Bohrprogramm.
Die Mine dürfte bei 10 Mio. t Jahresproduktion eine Lebenszeit von >30 Jahren haben.
Die Mine soll mit zunächst 2 Mio. t Jahresproduktion Ende 2009 starten und dann bis Ende 2011 auf 10 Mio. t. Jahresproduktion hochgefahren werden.
Der Business Plan von Brockman Resources sieht folgenden Ablauf vor:
04/2008: Completion of Scoping Study
05/2008: Commence Pre-Feasibility Study (PFS)
12/2008: Confirm agreements with Third Party –infrastructure
12/2008: Prepare and submit a Mining Lease and Works Approval (including Environmental) for 2Mtpa mining operation
12/2008: Finalise Marketing and Financing Strategy
05/2009: Pre-feasibility Study completion
06/2009: Commence Bankable/Definitive Feasibility Study (BFS)
06/2009: Approval of NOI and Mining Licence for 2Mtpa business case
06/2009: Early mining commencement at Marillana
11/2009: Road transport (1-2 Mt) to Port Hedland or third party site(s)
12/2009: Early sales of iron ore (across Utah Point/FMG Berths)
11/2009: Potential approval for rail spur to Cloud Break
11/2009: Potential thirdparty access to BHP B rail system
12/2009: Commence construction of10 Mtpa Processing Facility
12/2011: Commence commissioning of 10Mtpa processing Facility
Das größte Handicap, das ich bei Brockman Resources sehe, ist der Zugang zum Schienennetz von BHP. Fortescue will ja ab Mai 2008 sein Erz über das Schienennetz von BHP transportieren und „kämpft“ noch mit der Zulassung. Die Entwicklung bei Fortescue könnte dann auch wegweisend für Brockman Resources sein, denn laut Gesetz ist BHP verpflichtet, sein Schienennetz auch anderen zugänglich zu machen.
Der Vorstandsvorsitzende von Brockman Resources Wayne Richards hat früher bei BHP in leitender Position gearbeitet und soll über sehr gute Kontakte zu BHP verfügen, so dass ich hier eine Einigung zum Benutzen des BHP-Schienennetzes als wahrscheinlich erachte. Jedoch muss man diesen Punkt im Auge behalten. Alternativen wären weiter entfernte Schienenwege mit streckenweisem Transport per Lkw, die jedoch die Opex erhöhen würden und damit den Gewinn schmälern würden. Das BHP-Schienennetz bleibt aber erste Wahl und stellt den kostengünstigsten Transportweg dar.
Wie könnte die Umsatz- und Gewinnentwicklung aussehen?
Ich unterstelle eine Kapitalerhöhung durch Herausgabe neuer Aktien und eine Finanzierung im 70/30% Verhältnis von Fremd- zu Eigenkapital:
Geschätztes Ergebnis: . 2010 …… 2011 ……. 2012 …..… 2013
Angenom. Aktienanzahl . 150 Mio. .. 200 Mio. .. 250 Mio. .. 250 Mio.
Produziertes Eisenerz: ... 2 Mio. t …. 2 Mio. t .... 8 Mio. t .... 10 Mio. t
Gesamtumsatz . USD .. 170 Mio. …. 170 Mio. ....660 Mio. .. 850 Mio.
Opex (operating cost) .... 80 Mio. ...... 80 Mio. ... 320 Mio. ... 400 Mio.
Capex/AfA ………..…..... 15 Mio. ...... 25 Mio. ..... 70 Mio. ..... 90 Mio.
= EBIT ........................... 75 Mio. ...... 65 Mio. .... 270 Mio. .. 360 Mio.
minus Zinsen (interest) . 20 Mio. ....... 25 Mio. .......70 Mio. .....90 Mio.
= EBT (Bruttogewinn) .... 55 Mio. .... . 40 Mio. .... 200 Mio. ... 270 Mio.
minus Steuer (tax) ........ 16 Mio. ...... 12 Mio. ….. 60 Mio. ..... 81 Mio.
= Netto-Profit/Gewinn .... 39 Mio. ….. 28 Mio. … 140 Mio. ….189 Mio.
= E/S Gewinn pro Aktie:. 0,26 $ …… 0,14 $ …… 0,56 $ …… 0,75 $
= Gewinn pro Aktie: …… 0,17 € …… 0,09 € …… 0,37 € …… 0,50 €
= KGV (Kurs 1,07 €): .… KGV 6,3 ….. KGV 12 …. KGV 2,9 … KGV 2,1
Kurs KGV 10: ………… 1,70 EUR . 0,90 EUR .. 3,70 EUR .. 5,00 EUR
Kurspotenzial : .............. 60%........... 0% ........... 245% ........ 370%
Was mir hierbei nicht so gefällt, ist der wahrscheinliche Gewinnrückgang in 2011 durch die Kosten/Finanzierung/KE für die geplante Produktionserhöhung auf 8 und 10 Mio. t. p. a.
Nach der Ankündigung der Ressourcen-Erweiterung auf 1,1 Mrd. t Eisenerz ist der Kurs stark angestiegen. Auf heutigem Kursniveau würde ich nicht kaufen. Wer hier einsteigen möchte, sollte einen Kursrücksetzer abwarten.
Neben den bei Explorern üblichen Risiken wie z. B. Bestätigung der Wirtschaftlichkeit der Projekte durch Machbarkeitsstudien, Finanzierung, Genehmigung seitens Behörden usw. besteht hier noch das Risiko des Zugangs zum BHP-Schienennetz.
Obige Prognose ist von mir erstellt worden, um mir selbst eine mögliche künftige Unternehmens-Entwicklung berechenbar zu machen. Es handelt sich um persönliche Annahmen, die keine Kaufaufforderung darstellen. Die Prognose erhebt nicht den Anspruch auf Richtigkeit/Vollständigkeit. Die Schlussfolgerungen sind meine persönliche, und damit subjektive Meinung.
... do your own research ...
tommy
Brockman Resources (BRM)
WKN: A0M8EK
Brockman Resources ist ein australischer Explorer der seine Eisenerz-Gebiete zwischen den Gebieten von Fortescue und BHP hat. Die nächste Bahnverbindung zum BHP-Schienenweg liegt ca. 35 km entfernt. Straßen sind in der Nähe vorhanden.
Aktienanzahl: 93 Mio.
Aktienkurs: 1,10 EUR
Marktkapitalisierung: 102 Mio. EUR
Das Hauptprojekt ist das Marillana Projekt bei dem 1,1 Mrd. t Eisenerz mit 57,5 - 59,8% Fe-Gehalt vorhanden sein soll. Nach JORC wurden davon bisher 338 Mio. t als “indicated resource“ ermittelt. Für die Differenz zu den 1,1 Mrd. t läuft ein weiteres Bohrprogramm.
Die Mine dürfte bei 10 Mio. t Jahresproduktion eine Lebenszeit von >30 Jahren haben.
Die Mine soll mit zunächst 2 Mio. t Jahresproduktion Ende 2009 starten und dann bis Ende 2011 auf 10 Mio. t. Jahresproduktion hochgefahren werden.
Der Business Plan von Brockman Resources sieht folgenden Ablauf vor:
04/2008: Completion of Scoping Study
05/2008: Commence Pre-Feasibility Study (PFS)
12/2008: Confirm agreements with Third Party –infrastructure
12/2008: Prepare and submit a Mining Lease and Works Approval (including Environmental) for 2Mtpa mining operation
12/2008: Finalise Marketing and Financing Strategy
05/2009: Pre-feasibility Study completion
06/2009: Commence Bankable/Definitive Feasibility Study (BFS)
06/2009: Approval of NOI and Mining Licence for 2Mtpa business case
06/2009: Early mining commencement at Marillana
11/2009: Road transport (1-2 Mt) to Port Hedland or third party site(s)
12/2009: Early sales of iron ore (across Utah Point/FMG Berths)
11/2009: Potential approval for rail spur to Cloud Break
11/2009: Potential thirdparty access to BHP B rail system
12/2009: Commence construction of10 Mtpa Processing Facility
12/2011: Commence commissioning of 10Mtpa processing Facility
Das größte Handicap, das ich bei Brockman Resources sehe, ist der Zugang zum Schienennetz von BHP. Fortescue will ja ab Mai 2008 sein Erz über das Schienennetz von BHP transportieren und „kämpft“ noch mit der Zulassung. Die Entwicklung bei Fortescue könnte dann auch wegweisend für Brockman Resources sein, denn laut Gesetz ist BHP verpflichtet, sein Schienennetz auch anderen zugänglich zu machen.
Der Vorstandsvorsitzende von Brockman Resources Wayne Richards hat früher bei BHP in leitender Position gearbeitet und soll über sehr gute Kontakte zu BHP verfügen, so dass ich hier eine Einigung zum Benutzen des BHP-Schienennetzes als wahrscheinlich erachte. Jedoch muss man diesen Punkt im Auge behalten. Alternativen wären weiter entfernte Schienenwege mit streckenweisem Transport per Lkw, die jedoch die Opex erhöhen würden und damit den Gewinn schmälern würden. Das BHP-Schienennetz bleibt aber erste Wahl und stellt den kostengünstigsten Transportweg dar.
Wie könnte die Umsatz- und Gewinnentwicklung aussehen?
Ich unterstelle eine Kapitalerhöhung durch Herausgabe neuer Aktien und eine Finanzierung im 70/30% Verhältnis von Fremd- zu Eigenkapital:
Geschätztes Ergebnis: . 2010 …… 2011 ……. 2012 …..… 2013
Angenom. Aktienanzahl . 150 Mio. .. 200 Mio. .. 250 Mio. .. 250 Mio.
Produziertes Eisenerz: ... 2 Mio. t …. 2 Mio. t .... 8 Mio. t .... 10 Mio. t
Gesamtumsatz . USD .. 170 Mio. …. 170 Mio. ....660 Mio. .. 850 Mio.
Opex (operating cost) .... 80 Mio. ...... 80 Mio. ... 320 Mio. ... 400 Mio.
Capex/AfA ………..…..... 15 Mio. ...... 25 Mio. ..... 70 Mio. ..... 90 Mio.
= EBIT ........................... 75 Mio. ...... 65 Mio. .... 270 Mio. .. 360 Mio.
minus Zinsen (interest) . 20 Mio. ....... 25 Mio. .......70 Mio. .....90 Mio.
= EBT (Bruttogewinn) .... 55 Mio. .... . 40 Mio. .... 200 Mio. ... 270 Mio.
minus Steuer (tax) ........ 16 Mio. ...... 12 Mio. ….. 60 Mio. ..... 81 Mio.
= Netto-Profit/Gewinn .... 39 Mio. ….. 28 Mio. … 140 Mio. ….189 Mio.
= E/S Gewinn pro Aktie:. 0,26 $ …… 0,14 $ …… 0,56 $ …… 0,75 $
= Gewinn pro Aktie: …… 0,17 € …… 0,09 € …… 0,37 € …… 0,50 €
= KGV (Kurs 1,07 €): .… KGV 6,3 ….. KGV 12 …. KGV 2,9 … KGV 2,1
Kurs KGV 10: ………… 1,70 EUR . 0,90 EUR .. 3,70 EUR .. 5,00 EUR
Kurspotenzial : .............. 60%........... 0% ........... 245% ........ 370%
Was mir hierbei nicht so gefällt, ist der wahrscheinliche Gewinnrückgang in 2011 durch die Kosten/Finanzierung/KE für die geplante Produktionserhöhung auf 8 und 10 Mio. t. p. a.
Nach der Ankündigung der Ressourcen-Erweiterung auf 1,1 Mrd. t Eisenerz ist der Kurs stark angestiegen. Auf heutigem Kursniveau würde ich nicht kaufen. Wer hier einsteigen möchte, sollte einen Kursrücksetzer abwarten.
Neben den bei Explorern üblichen Risiken wie z. B. Bestätigung der Wirtschaftlichkeit der Projekte durch Machbarkeitsstudien, Finanzierung, Genehmigung seitens Behörden usw. besteht hier noch das Risiko des Zugangs zum BHP-Schienennetz.
Obige Prognose ist von mir erstellt worden, um mir selbst eine mögliche künftige Unternehmens-Entwicklung berechenbar zu machen. Es handelt sich um persönliche Annahmen, die keine Kaufaufforderung darstellen. Die Prognose erhebt nicht den Anspruch auf Richtigkeit/Vollständigkeit. Die Schlussfolgerungen sind meine persönliche, und damit subjektive Meinung.
... do your own research ...
tommy
.
Neuer thread!
Ich habe mich nun doch entschlossen, einen neuen thread zu eröffnen! Der thread soll der Untersuchung von Rohstoff-Explorern dienen.
Dabei kann es sich um eine Neuvorstellung oder Untersuchung bereits bekannter Explorer handeln.
Ziel der jeweiligen Analyse ist, ob der Explorer auf Basis der untersuchten Daten und des daraus resultierenden Ergebnisses eine lukrative Investion darstellt oder sich ein Kauf (noch) nicht lohnt.
http://www.wallstreet-online.de/community/thread/1139490-1.h…
Diskussionen und Anregungen sind willkommen!
tommy
Neuer thread!
Ich habe mich nun doch entschlossen, einen neuen thread zu eröffnen! Der thread soll der Untersuchung von Rohstoff-Explorern dienen.
Dabei kann es sich um eine Neuvorstellung oder Untersuchung bereits bekannter Explorer handeln.
Ziel der jeweiligen Analyse ist, ob der Explorer auf Basis der untersuchten Daten und des daraus resultierenden Ergebnisses eine lukrative Investion darstellt oder sich ein Kauf (noch) nicht lohnt.
http://www.wallstreet-online.de/community/thread/1139490-1.h…
Diskussionen und Anregungen sind willkommen!
tommy
"Press Release
Advanced Explorations Intersects 176m Grading 31% Fe
Thursday March 13, 7:00 am ET
TORONTO, ONTARIO--(MARKET WIRE)--Mar 13, 2008 -- Advanced Explorations Inc. (CDNX:AXI.V - News)(the "Company or AEI") is pleased to announce additional results from drilling on Zone C1 on its Roche Bay, Nunavut iron project. Drilling results confirm the previously reported higher grade mineralization of Zone C1 and expands the potential of the footwall iron formations (see Table 1). Results continue to improve upon the historical work and the Company will soon commence a very aggressive program to rapidly determine the potential scale of the project. The 2008 drill campaign is expected to start in early April with initially 2 drills and expanding to 5 drills as soon as possible.
ADVERTISEMENT
John Gingerich, President and CEO of AEI, commented;
"We continue to be pleased with the progress on the Roche Bay iron ore project. This year's drill campaign is expected to substantially enhance and expand upon last year's program. These results will be continuously integrated into the resource calculation and economic study currently underway."
The objective of this year's campaign is to drill up to 30,000 metres to provide additional information for the resource study. The bulk of the drilling will be allocated to testing Zone C1 which is a vertical to east dipping sequence of banded iron formation. The Company will also drill test Zones A, and B. The A and B Zones were the focus of drilling and economic studies in the mid 1980s. At that time (1984) the A-B Zones reported a historic resource(ii) of 467 million tons ranging from 24% to 34% Fe.
Table 1: Drilling Summary
---------------------------------------------------------------------------
Hole Section Dip Iron Fm Iron Fm Interval % Fe Comment
(from) m (to) m (m)
---------------------------------------------------------------------------
RB-07-10 4200 -90 degrees E 8 117.5 109.5 26.42 C1 -
footwall
---------------------------------------------------------------------------
277.3 309.7 32.4 31.9 C1 -
footwall
---------------------------------------------------------------------------
RB-07-25 1800 -45 degrees E 82.3 191.7 109.4 26.25 Zone C1
---------------------------------------------------------------------------
82.3 115 32.7 31.3 Zone C1
---------------------------------------------------------------------------
RB-07-29 2200 -45 degrees E 10.2 113.9 103.7 30.58 Zone C1
---------------------------------------------------------------------------
135 166 31 31.47 Zone C1
---------------------------------------------------------------------------
195.3 257 61.7 25.26 Zone C1
---------------------------------------------------------------------------
RB-07-31 1400 -45 degrees W 19 233 214 29.3 Zone C1
---------------------------------------------------------------------------
19 195 176 30.98 Zone C1
---------------------------------------------------------------------------
RB-07-34 1400 -45 degrees W 209 244 35 28.4 Zone C1
---------------------------------------------------------------------------
No significant results; RB-07-13, RB-07-22, RB-07-33, RB -07-35, and
RB-07-36
Gary Williams P. Geo and VP of Advanced Explorations Inc. is the QP within the meaning of 43-101, and has reviewed and approves the content of this release.
Analysis: All the recent drill core analysis reported in this release was performed by SGS Lakefield Research. At SGS samples are analyzed for total Fe using XRF techniques. SGS also undertakes Satmagan analysis to estimate the portion of magnetic iron. The company augments the laboratory QA/QC procedures by selectively adding additional control samples. Core sample intervals are 1 metre except where intervals cross geologic boundaries in which case the sample length is adjusted accordingly.
(ii)Historical Information: The potential quantity and grade is conceptual in nature as there is insufficient exploration to define a mineral resource. This historical tonnage estimate is not a mineral resource estimate as defined in sections 1.2 and 1.3 of NI43-101 and cannot be relied upon and accordingly no claim under NI43-101 is made.
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, is exclusively focused on developing high quality iron ore opportunities. In early 2007 the Company expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project which was acquired in June, 2007, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural harbour makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
Contacts:
Advanced Explorations Inc.
John Gingerich
President & CEO
(416) 203-0057
Website: http://www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
Advanced Explorations Intersects 176m Grading 31% Fe
Thursday March 13, 7:00 am ET
TORONTO, ONTARIO--(MARKET WIRE)--Mar 13, 2008 -- Advanced Explorations Inc. (CDNX:AXI.V - News)(the "Company or AEI") is pleased to announce additional results from drilling on Zone C1 on its Roche Bay, Nunavut iron project. Drilling results confirm the previously reported higher grade mineralization of Zone C1 and expands the potential of the footwall iron formations (see Table 1). Results continue to improve upon the historical work and the Company will soon commence a very aggressive program to rapidly determine the potential scale of the project. The 2008 drill campaign is expected to start in early April with initially 2 drills and expanding to 5 drills as soon as possible.
ADVERTISEMENT
John Gingerich, President and CEO of AEI, commented;
"We continue to be pleased with the progress on the Roche Bay iron ore project. This year's drill campaign is expected to substantially enhance and expand upon last year's program. These results will be continuously integrated into the resource calculation and economic study currently underway."
The objective of this year's campaign is to drill up to 30,000 metres to provide additional information for the resource study. The bulk of the drilling will be allocated to testing Zone C1 which is a vertical to east dipping sequence of banded iron formation. The Company will also drill test Zones A, and B. The A and B Zones were the focus of drilling and economic studies in the mid 1980s. At that time (1984) the A-B Zones reported a historic resource(ii) of 467 million tons ranging from 24% to 34% Fe.
Table 1: Drilling Summary
---------------------------------------------------------------------------
Hole Section Dip Iron Fm Iron Fm Interval % Fe Comment
(from) m (to) m (m)
---------------------------------------------------------------------------
RB-07-10 4200 -90 degrees E 8 117.5 109.5 26.42 C1 -
footwall
---------------------------------------------------------------------------
277.3 309.7 32.4 31.9 C1 -
footwall
---------------------------------------------------------------------------
RB-07-25 1800 -45 degrees E 82.3 191.7 109.4 26.25 Zone C1
---------------------------------------------------------------------------
82.3 115 32.7 31.3 Zone C1
---------------------------------------------------------------------------
RB-07-29 2200 -45 degrees E 10.2 113.9 103.7 30.58 Zone C1
---------------------------------------------------------------------------
135 166 31 31.47 Zone C1
---------------------------------------------------------------------------
195.3 257 61.7 25.26 Zone C1
---------------------------------------------------------------------------
RB-07-31 1400 -45 degrees W 19 233 214 29.3 Zone C1
---------------------------------------------------------------------------
19 195 176 30.98 Zone C1
---------------------------------------------------------------------------
RB-07-34 1400 -45 degrees W 209 244 35 28.4 Zone C1
---------------------------------------------------------------------------
No significant results; RB-07-13, RB-07-22, RB-07-33, RB -07-35, and
RB-07-36
Gary Williams P. Geo and VP of Advanced Explorations Inc. is the QP within the meaning of 43-101, and has reviewed and approves the content of this release.
Analysis: All the recent drill core analysis reported in this release was performed by SGS Lakefield Research. At SGS samples are analyzed for total Fe using XRF techniques. SGS also undertakes Satmagan analysis to estimate the portion of magnetic iron. The company augments the laboratory QA/QC procedures by selectively adding additional control samples. Core sample intervals are 1 metre except where intervals cross geologic boundaries in which case the sample length is adjusted accordingly.
(ii)Historical Information: The potential quantity and grade is conceptual in nature as there is insufficient exploration to define a mineral resource. This historical tonnage estimate is not a mineral resource estimate as defined in sections 1.2 and 1.3 of NI43-101 and cannot be relied upon and accordingly no claim under NI43-101 is made.
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, is exclusively focused on developing high quality iron ore opportunities. In early 2007 the Company expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project which was acquired in June, 2007, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural harbour makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
Contacts:
Advanced Explorations Inc.
John Gingerich
President & CEO
(416) 203-0057
Website: http://www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
'MacArthur Minerals' war gestern der (in Relation gesehen)mit am meisten gehandelte Explorationswert in Kanada
-mit dem 47fachen am normalen durchschnittl. Umsatz
der letzten 3 Monate.
Was das für Gründe hatte konnte ich aber nicht rausbeommen,
newsbedingt kann es eigentlich nichts gewesen sein.
-mit dem 47fachen am normalen durchschnittl. Umsatz
der letzten 3 Monate.
Was das für Gründe hatte konnte ich aber nicht rausbeommen,
newsbedingt kann es eigentlich nichts gewesen sein.
"Balla Balla shaping up
Tuesday, 11 March 2008
Lorna Seatter
EMERGING magnetite producer Aurox has received final assays from its resource upgrade program at the Central Pit and Eastern Block prospects within the Balla Balla magnetite project in Western Australia’s Pilbara."
Tuesday, 11 March 2008
Lorna Seatter
EMERGING magnetite producer Aurox has received final assays from its resource upgrade program at the Central Pit and Eastern Block prospects within the Balla Balla magnetite project in Western Australia’s Pilbara."
"Strike catches ASX eye, reveals potential Peru deals
Kate Haycock
Friday, 14 March 2008
STRIKE Resources has admitted to the Australian Securities Exchange that it has had discussions with potential buyers for its Peruvian iron ore projects, and is negotiating offtake deals with steel mills."
Kate Haycock
Friday, 14 March 2008
STRIKE Resources has admitted to the Australian Securities Exchange that it has had discussions with potential buyers for its Peruvian iron ore projects, and is negotiating offtake deals with steel mills."
"China's Sinosteel launches $1.2bn takeover bid for Midwest
14/03/2008 By: Helen Schuller
China's Sinosteel launches $1.2bn takeover bid for MidwestMidwest Corporation Limited (MIS) has received a takeover offer from a unit of China's Sinosteel Corporation, which values Midwest at $1.2 billion. Sinosteel Ocean Capital Limited’s offer was made at $5.60 per share, a 34.9% premium to Midwest's last traded price.
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The offer was subject to a number of conditions, including a minimum 50.1% acceptance and Sinosteel receiving the necessary Chinese regulatory approvals.
Sinosteel said it currently has a 19.9% stake in MidWest and said it already had Foreign Investment Review Board to acquire Midwest, and so needs no further regulatory approval from Australia.
The board of Midwest advised shareholders to take no action and said it would provide further advice once it had had an opportunity to consider the offer.
Midwest rejected Sinosteel's non-binding $5.60 a share bid on 20 February, saying it undervalued the company and its prospects.
Sinosteel said today that its offer also represented a 59.5% premium to the last traded price of Midwest's shares on 9 October, which was the date prior to the announcement of Murchison's bid.
President Tianwen Huang said the offer would be highly attractive to Midwest shareholders.
“We firmly believe it provides Midwest shareholders with the opportunity to realise certain value in cash for their shares at a significant premium to historical trading levels, in a environment that remains highly challenging for the development of large scale resource projects,” Mr Huang said.
“"It's time Midwest shareholders had the opportunity to decide for themselves the value of their investment in Midwest.”
Sinosteel said it had been a major business partner and long-time supporter of Midwest through participation in the Weld Range hematite and Koolanooka magneite project studies and the provision of off-take support for the Midwest’s Koolanooka direct shipping ore project.
“Sinosteel believes that taking a direct interest in Midwest is a natural extension of its involvement with the company and shareholders should be given the opportunity to accept Sinosteel’s offer.
At 1036 AEDT, shares of Midwest Corporation were steady at $4.15."
14/03/2008 By: Helen Schuller
China's Sinosteel launches $1.2bn takeover bid for MidwestMidwest Corporation Limited (MIS) has received a takeover offer from a unit of China's Sinosteel Corporation, which values Midwest at $1.2 billion. Sinosteel Ocean Capital Limited’s offer was made at $5.60 per share, a 34.9% premium to Midwest's last traded price.
Advertisement
The offer was subject to a number of conditions, including a minimum 50.1% acceptance and Sinosteel receiving the necessary Chinese regulatory approvals.
Sinosteel said it currently has a 19.9% stake in MidWest and said it already had Foreign Investment Review Board to acquire Midwest, and so needs no further regulatory approval from Australia.
The board of Midwest advised shareholders to take no action and said it would provide further advice once it had had an opportunity to consider the offer.
Midwest rejected Sinosteel's non-binding $5.60 a share bid on 20 February, saying it undervalued the company and its prospects.
Sinosteel said today that its offer also represented a 59.5% premium to the last traded price of Midwest's shares on 9 October, which was the date prior to the announcement of Murchison's bid.
President Tianwen Huang said the offer would be highly attractive to Midwest shareholders.
“We firmly believe it provides Midwest shareholders with the opportunity to realise certain value in cash for their shares at a significant premium to historical trading levels, in a environment that remains highly challenging for the development of large scale resource projects,” Mr Huang said.
“"It's time Midwest shareholders had the opportunity to decide for themselves the value of their investment in Midwest.”
Sinosteel said it had been a major business partner and long-time supporter of Midwest through participation in the Weld Range hematite and Koolanooka magneite project studies and the provision of off-take support for the Midwest’s Koolanooka direct shipping ore project.
“Sinosteel believes that taking a direct interest in Midwest is a natural extension of its involvement with the company and shareholders should be given the opportunity to accept Sinosteel’s offer.
At 1036 AEDT, shares of Midwest Corporation were steady at $4.15."
"Murchison Metals posts $57.4m profit
14/03/2008 By: Nicholas Clydsdale
Murchison Metals posts $57.4m profitMurchison Metals Limited (MMX) has reported an after tax profit of $57.4 million for the December 2007 half year, compared to a loss of $13.4 million in the previous corresponding period. The strong result was primarily attributable to the profit on the sale of a 50% interest in its subsidiary Crosslands Resources to Japan’s Mitsubishi Development Pty Ltd.
Advertisement
The company said the period was one of significant progress on the operational, development and corporate fronts, leaving the company well positioned to achieve its objective of becoming the premier iron ore developer in the mid-west region of Western Australia.
The Mitsubishi transaction, combined with a successful $113 million capital raising in July 2007, has left the iron-ore producer in a strong financial position with cash and liquid investments of $184 million as at the end of the half year.
This partnership is seen as combining Mitsubishi’s strong balance sheet and expertise in the development of mine and infrastructure businesses with valuable iron ore assets in the Mid-West.
Despite the Jack Hills’ performance, the negative effect of the strengthening AUD on USD sales revenues, increased demurrage costs due to shipping delays and inefficient haulage operations, a temporary increase in the mine strip ratio for part of the period and major road rectification costs contributed to a pre tax loss.
However, after including an income tax benefit, the operations recorded a profit of $6 million on a continuing operations basis during the period.
The past six months has seen significant progress in the development of the Jack Hills iron ore project and mid-west port and rail infrastructure project.
In November, Crosslands Resources (MMX 50%) announced a 58% increase in total mineral resources at Jack Hills to 153 million tonnes based on the results of a resource expansion drilling program that has to date tested just 30% of the total estimated strike length of the Jack Hills mineralisation.
The mineral resource comprises 69 million tonnes of direct shipping ore at 60.3% Fe and 83 million tonnes of beneficiation feed at 42.3% Fe. This upgrade also significantly enhanced the confidence level of the resource, with the indicated resource increasing from 66 million tonnes to 103 million tonnes.
Murchison Metals said the resource expansion-drilling program was continuing and was expected to result in significant further upgrades over the course of 2008.
On the corporate front, in October 2007 Murchison announced an unconditional takeover offer for Midwest Corporation, the proponent of the Weld Range and other iron ore projects in Western Australia’s mid-west region. Murchison offered one new Murchison share for every 1.08 Midwest shares held. Subsequent to period end, the unconditional offer closed, with Murchison holding 4.78% of Midwest Corporation.
Murchison said that the next six to twelve months were shaping as the most exciting in the company’s history, as the issues of port and rail infrastructure in the region are resolved and the Stage 2 expansion of the Jack Hills project moves closer.
Additionally, Murchison noted that it continued to hold a strong outlook for the iron ore market, following the recent 65% increase in the price of iron ore negotiated between the steel mills and Brazilian miners, and forecasted that prices would continue to remain at elevated levels for the medium term due to ongoing demand growth from China and India.
As at AEDT 1524, shares in Murchison Metals up 44c to $4.13."
14/03/2008 By: Nicholas Clydsdale
Murchison Metals posts $57.4m profitMurchison Metals Limited (MMX) has reported an after tax profit of $57.4 million for the December 2007 half year, compared to a loss of $13.4 million in the previous corresponding period. The strong result was primarily attributable to the profit on the sale of a 50% interest in its subsidiary Crosslands Resources to Japan’s Mitsubishi Development Pty Ltd.
Advertisement
The company said the period was one of significant progress on the operational, development and corporate fronts, leaving the company well positioned to achieve its objective of becoming the premier iron ore developer in the mid-west region of Western Australia.
The Mitsubishi transaction, combined with a successful $113 million capital raising in July 2007, has left the iron-ore producer in a strong financial position with cash and liquid investments of $184 million as at the end of the half year.
This partnership is seen as combining Mitsubishi’s strong balance sheet and expertise in the development of mine and infrastructure businesses with valuable iron ore assets in the Mid-West.
Despite the Jack Hills’ performance, the negative effect of the strengthening AUD on USD sales revenues, increased demurrage costs due to shipping delays and inefficient haulage operations, a temporary increase in the mine strip ratio for part of the period and major road rectification costs contributed to a pre tax loss.
However, after including an income tax benefit, the operations recorded a profit of $6 million on a continuing operations basis during the period.
The past six months has seen significant progress in the development of the Jack Hills iron ore project and mid-west port and rail infrastructure project.
In November, Crosslands Resources (MMX 50%) announced a 58% increase in total mineral resources at Jack Hills to 153 million tonnes based on the results of a resource expansion drilling program that has to date tested just 30% of the total estimated strike length of the Jack Hills mineralisation.
The mineral resource comprises 69 million tonnes of direct shipping ore at 60.3% Fe and 83 million tonnes of beneficiation feed at 42.3% Fe. This upgrade also significantly enhanced the confidence level of the resource, with the indicated resource increasing from 66 million tonnes to 103 million tonnes.
Murchison Metals said the resource expansion-drilling program was continuing and was expected to result in significant further upgrades over the course of 2008.
On the corporate front, in October 2007 Murchison announced an unconditional takeover offer for Midwest Corporation, the proponent of the Weld Range and other iron ore projects in Western Australia’s mid-west region. Murchison offered one new Murchison share for every 1.08 Midwest shares held. Subsequent to period end, the unconditional offer closed, with Murchison holding 4.78% of Midwest Corporation.
Murchison said that the next six to twelve months were shaping as the most exciting in the company’s history, as the issues of port and rail infrastructure in the region are resolved and the Stage 2 expansion of the Jack Hills project moves closer.
Additionally, Murchison noted that it continued to hold a strong outlook for the iron ore market, following the recent 65% increase in the price of iron ore negotiated between the steel mills and Brazilian miners, and forecasted that prices would continue to remain at elevated levels for the medium term due to ongoing demand growth from China and India.
As at AEDT 1524, shares in Murchison Metals up 44c to $4.13."
nochmal ausführlicher...
"Strike Resources issued ASX speeding ticket, responds with positive news
14/03/2008 By: Nicholas Clydsdale
Strike Resources issued ASX speeding ticket, responds with positive newsStrike Resources Limited (SRK) has responded to a price query from the ASX saying it has conducted negotiations with certain parties for the sale of its iron ore interests in Peru, and was in talks with steelmakers for potential supply. Shares in the company had jumped from $1.495 on 25 February, to close at $2.30 on 14 March in the absence of any significant announcements.
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The company cited the lack of information, saying the negotiations were confidential and on-going and that no final agreement had been reached.
Strike said it had been in discussions over the "past several months" with certain parties regarding the part, or entire sale, of its iron ore interests in Peru, or a potential investment in the projects.
The junior explorer said the "size or quantum of such a transaction is significant and, if finalised, would value the company's interest in these iron ore projects at an amount substantially greater than the company's current fully diluted market capitalisation of $254 million".
Strike said it was also conducting "preliminary" discussions with steel mills in China and Japan in relation to the potential supply of iron ore.
At AEDT 1204, shares in Strike Resources were up 7c to $2.45."
"Strike Resources issued ASX speeding ticket, responds with positive news
14/03/2008 By: Nicholas Clydsdale
Strike Resources issued ASX speeding ticket, responds with positive newsStrike Resources Limited (SRK) has responded to a price query from the ASX saying it has conducted negotiations with certain parties for the sale of its iron ore interests in Peru, and was in talks with steelmakers for potential supply. Shares in the company had jumped from $1.495 on 25 February, to close at $2.30 on 14 March in the absence of any significant announcements.
Advertisement
The company cited the lack of information, saying the negotiations were confidential and on-going and that no final agreement had been reached.
Strike said it had been in discussions over the "past several months" with certain parties regarding the part, or entire sale, of its iron ore interests in Peru, or a potential investment in the projects.
The junior explorer said the "size or quantum of such a transaction is significant and, if finalised, would value the company's interest in these iron ore projects at an amount substantially greater than the company's current fully diluted market capitalisation of $254 million".
Strike said it was also conducting "preliminary" discussions with steel mills in China and Japan in relation to the potential supply of iron ore.
At AEDT 1204, shares in Strike Resources were up 7c to $2.45."
Also ich hätte derzeit -absolutes Minimum-
bestimmt 1-2 Dutzend Werte, bei Denen ich ziemlich am überlegen wäre, die nicht vielleicht aufzunehmen.
Ganz ganz vorne dabei wäre auf jeden Fall 'Tertiary Minerals',
Deren Haupt, Tantalum/Uranium/Zirconium/Niobium/Yttrium -Projekt ist einfach superklasse -immerhin nach derzeitigem Kenntnisstand das mutmasslich größte Tantal-Projekt weltweit,
allerdings steht da noch die Eneuerung/Verlängerung der Lizenzen
der Regierung aus.
Genau deshalb hätte ich noch gern einen anderen -klaren-
'Companymaker' im Portfolio.
Das könnte sich -denke ich- eventuell durchaus noch ergeben
-ist aber halt nicht klar abzusehen,
deswegen bin ich mir da noch nicht wirklich sicher.
Neuaufnahme
-Eagle Plains Resources
43478Stück zu 0,23E im Wert von 9999,94E
Die Vielzahl der Projekte ist WAHNSINN, längerfristig müsste sich die Bewertung als schlechter Witz herausstellen.
(mit längerem Horizont kann man sich glaube ich kaum was
besseres wünschen),
ich kanns derzeit nicht genau sagen, aber wenn die von Ihrem
Spin-Off (Copper Canyon) noch Anteile halten sollten,
müsste allein das einen merklichen Teil der Bewertung abdecken.
Habe mich gerade umentschieden, nehme 'Tertiary' doch sofort auf:
'Tertiary Minerals' 120481Stück zu 0,083E im Wert von 9999,92E
Auch wenn es sich sehr "großspurig" anhören mag:
mein Ziel ist hier -auch- soviele 10bagger
wie nur möglich zu schaffen.
Keine Ahnung ob's klappt -vielleicht werden's auch
durchgehend Totalverluste,
aber bei der Auswahl bin ich sehr viel mehr als zuversichtlich,
das mehr als einmal zu erreichen.
Ein erstes Depotupdate kommt wahrsch. dieses Wochenende.
Eagle Plains Resources, Broschure
www.eagleplains.ca/investor/documents/EPL_Brochure_July_2007…
Tertiary Minerals, Präsentation
www.tertiaryminerals.com/download/Tertiary%20Minerals%20AGM%…
Ppeye
bestimmt 1-2 Dutzend Werte, bei Denen ich ziemlich am überlegen wäre, die nicht vielleicht aufzunehmen.
Ganz ganz vorne dabei wäre auf jeden Fall 'Tertiary Minerals',
Deren Haupt, Tantalum/Uranium/Zirconium/Niobium/Yttrium -Projekt ist einfach superklasse -immerhin nach derzeitigem Kenntnisstand das mutmasslich größte Tantal-Projekt weltweit,
allerdings steht da noch die Eneuerung/Verlängerung der Lizenzen
der Regierung aus.
Genau deshalb hätte ich noch gern einen anderen -klaren-
'Companymaker' im Portfolio.
Das könnte sich -denke ich- eventuell durchaus noch ergeben
-ist aber halt nicht klar abzusehen,
deswegen bin ich mir da noch nicht wirklich sicher.
Neuaufnahme
-Eagle Plains Resources
43478Stück zu 0,23E im Wert von 9999,94E
Die Vielzahl der Projekte ist WAHNSINN, längerfristig müsste sich die Bewertung als schlechter Witz herausstellen.
(mit längerem Horizont kann man sich glaube ich kaum was
besseres wünschen),
ich kanns derzeit nicht genau sagen, aber wenn die von Ihrem
Spin-Off (Copper Canyon) noch Anteile halten sollten,
müsste allein das einen merklichen Teil der Bewertung abdecken.
Habe mich gerade umentschieden, nehme 'Tertiary' doch sofort auf:
'Tertiary Minerals' 120481Stück zu 0,083E im Wert von 9999,92E
Auch wenn es sich sehr "großspurig" anhören mag:
mein Ziel ist hier -auch- soviele 10bagger
wie nur möglich zu schaffen.
Keine Ahnung ob's klappt -vielleicht werden's auch
durchgehend Totalverluste,
aber bei der Auswahl bin ich sehr viel mehr als zuversichtlich,
das mehr als einmal zu erreichen.
Ein erstes Depotupdate kommt wahrsch. dieses Wochenende.
Eagle Plains Resources, Broschure
www.eagleplains.ca/investor/documents/EPL_Brochure_July_2007…
Tertiary Minerals, Präsentation
www.tertiaryminerals.com/download/Tertiary%20Minerals%20AGM%…
P
peye
-Eagle Plains Resources
kommen auch in die Ironwerte-Liste dazu,
zwar nicht so wirklich viel,
aber 1, 2 Eisenprojekte haben sie -bei Ihren 35
- auch dabei.
bei Tertiary, hatte ich übersehen, gibts eine neuere Präsentation
www.tertiaryminerals.com/download/Tertiary%20Minerals%20AGM%…
bei 'DMC' hab ich mich jetzt entschlossen die nächsten
Tage wahrscheinlich das Unternehmen anzuschreiben
...die Chance sieht mir einfach zu abnormal aus.
(was nichts über das Risiko aussagt)
kommen auch in die Ironwerte-Liste dazu,
zwar nicht so wirklich viel,
aber 1, 2 Eisenprojekte haben sie -bei Ihren 35
- auch dabei.bei Tertiary, hatte ich übersehen, gibts eine neuere Präsentation
www.tertiaryminerals.com/download/Tertiary%20Minerals%20AGM%…
bei 'DMC' hab ich mich jetzt entschlossen die nächsten
Tage wahrscheinlich das Unternehmen anzuschreiben
...die Chance sieht mir einfach zu abnormal aus.
(was nichts über das Risiko aussagt)
"Please see the attached press release announcing that through a series of transactions ending on March 13, 2008, Pinetree acquired ownership of 930,000 common shares of Macarthur Minerals Ltd. ("Macarthur") through the facilities of the TSX Venture Exchange. Pinetree now owns approximately 24.1% of all issued and outstanding common shares of Macarthur, calculated a partially diluted basis as at March 13, 2008."
Daher kam das wohl, bin in einigen Verteilern
von Rohstoff-Beteiligungsunternehmen u.ä. eingetragen.
Daher kam das wohl, bin in einigen Verteilern
von Rohstoff-Beteiligungsunternehmen u.ä. eingetragen.
Erstes Depot-Update, hab grade noch dran gearbeitet.
Hätte mir einen besseren Start gewünscht,
ist aber recht sekundär -stay long!
Langfristig will ich hier richtig großen Erfolg demonstrieren
-aber es wird auch transparent durch das Tal der Tränen
gegangen!!
(absolute Transparenz soll hier eine der
relevantesten Sachen überhaupt sein
-dieser -noch nichtmal nachhaltige- Kindermist
von so einigen -da können sich gern andere dran ergötzen)
Einige Male wurde minimal gerundet,
mit der Zeit werd ich das wahrscheinlich noch ausbauen,
die Umsetzung/Formatierung ist hier so verdammt ätzend,
hoffe dazu fällt mir noch was ein,
festzustellen ist auch, daß es die als sehr spekulativ
ausgegebenen am meisten erwischt hat, ich mach mir
trotzdem keine Sorgen...
Wert[/b..Stück.AKurs.....Wert..Perf.
Mosquito.Cons...9.009...1,11.................9999,99......22,5%
Carnavale.Res..41.666...0,24…................9.999,84.....-8,4%
Stonehenge.M...52.631...0,19.................9.999,89.....-8,4%
CentralPetr...100.000...0,1…................10.000,00.....-6..%
Longview.Cap...27.000...0,361................9.999,70....-15,5%
Red.Hill.E.....19.723...0,507................9.999,56....-18,3%
Adriana.R......19.267...0,519................9.999,57.....-6..%
Cuervo.R........9.615...1,04.................9.9999,6.....-5,8%
Alberta.Oils...18.587...0,538................9.999,81....-14,7%
Continental.Prec..12.484..0,801..............9.999,68....-10,4%
DMC.Mining.....37.037...0,27.................9.999,99....-14,8%
MIL.Resources.384.615...0,026................9.999,99......0..%
HE-5.Res......392.500..0,040$.=.etwa.0,025E..10.000,00...-47,5%
China.Hold....301.923...0,052$.=.etwa.0,033E.10.000,00...-23..%
Gossan Res.....50.000...0,2..................10.000.......-5..%
Total (kommt noch)
Hätte mir einen besseren Start gewünscht,
ist aber recht sekundär -stay long!
Langfristig will ich hier richtig großen Erfolg demonstrieren
-aber es wird auch transparent durch das Tal der Tränen
gegangen!!
(absolute Transparenz soll hier eine der
relevantesten Sachen überhaupt sein
-dieser -noch nichtmal nachhaltige- Kindermist
von so einigen -da können sich gern andere dran ergötzen)
Einige Male wurde minimal gerundet,
mit der Zeit werd ich das wahrscheinlich noch ausbauen,
die Umsetzung/Formatierung ist hier so verdammt ätzend,
hoffe dazu fällt mir noch was ein,
festzustellen ist auch, daß es die als sehr spekulativ
ausgegebenen am meisten erwischt hat, ich mach mir
trotzdem keine Sorgen...
Wert[/b..Stück.AKurs.....Wert..Perf.
Mosquito.Cons...9.009...1,11.................9999,99......22,5%
Carnavale.Res..41.666...0,24…................9.999,84.....-8,4%
Stonehenge.M...52.631...0,19.................9.999,89.....-8,4%
CentralPetr...100.000...0,1…................10.000,00.....-6..%
Longview.Cap...27.000...0,361................9.999,70....-15,5%
Red.Hill.E.....19.723...0,507................9.999,56....-18,3%
Adriana.R......19.267...0,519................9.999,57.....-6..%
Cuervo.R........9.615...1,04.................9.9999,6.....-5,8%
Alberta.Oils...18.587...0,538................9.999,81....-14,7%
Continental.Prec..12.484..0,801..............9.999,68....-10,4%
DMC.Mining.....37.037...0,27.................9.999,99....-14,8%
MIL.Resources.384.615...0,026................9.999,99......0..%
HE-5.Res......392.500..0,040$.=.etwa.0,025E..10.000,00...-47,5%
China.Hold....301.923...0,052$.=.etwa.0,033E.10.000,00...-23..%
Gossan Res.....50.000...0,2..................10.000.......-5..%
Total (kommt noch)
'Tertiary' und 'Eagle Plains' hatte ich vergessen,
kommt demnächst.
kommt demnächst.
Sollte dieses Jahr sehr interessant werden
-langfristig noch mehr...
www.proactiveinvestors.co.uk/articles/art.php?CHL
"East Kutai already has a value of at least US$120 million. So with a reserve of 100 million tonnes, Churchill Mining’s 75% stake in East Kutai is likely to be worth around US$375 million.
Churchill Mining started life on AIM, in 2005, with the South Woodie Woodie manganese project in the East Pilbara region of Western Australia, which lies in close proximity to one of the world's largest high-grade manganese mines, the Woodie Woodie mine. However, since listing, the directors were also on the look out for other projects, which lead them to Indonesia...
Fast forward to 2007, and Churchill has a thermal coal discovery which the company believes could be one of the biggest new Greenfield thermal coal projects in the largest thermal coal exporting country in the world. As the markets like focus, Churchill divested itself of the South Woodie Woodie manganese project to Spitfire Resources (ASX: SPI) for a 40% equity stake plus production royalties, to become a pure coal play.
The growth of China has had an impact on the thermal coal industry worldwide, as coal is used big time in the generation of electricity - 70% of China's electricity is generated using coal. India too is industrialising as rapidly as China; however, it is almost impossible to develop new coalmines in India, mainly due to local community objections. This was showcased by Tata Group, which was obliged to demonstrate to the Indian Government that it had a long-term coal supply before a license was issued for its giant 4000 MW power station in Gujarat. Tata's response was to buy 30% of Bumi Resources in Indonesia for US$1.1billion.
So despite apparently abundant quantities of coal across the globe, the supply/demand equation is far more complex that one would first assume. When the Chinese government temporarily banned the export of coal this winter, prices soared - why? Because coal is a bulk commodity so the distance from mine to market effects the cost to the consumer so coal projects located near the coast have a commercial advantage - coal producers in South East Asia and Australia have seen spot prices rise the fastest as they are selling coal to China.
Churchill's move into coal couldn't have been timed much better. Churchill has an agreement to take a 75% interest in the East Kutai Project, which is made up of four blocks covering 575 square kilometres in East Kalimantan, Indonesia. Indonesia is the world's largest exporter of thermal coal, and it can hardly keep up with demand.
Thermal coal spot prices have seen good times recently, driven by a combination of events that have constrained production in South Africa, Queensland, Australia and China. At Kutai, Churchill has medium calorific coal which used to fetch $20 per tonne; however, recently it has doubled in price to more than $40 per tonne and is still climbing. East Kutai is 45 kilometres from the Pakar project where Merrill Lynch has just funded a coalmine to the tune of US$$135 million, and this coal has a lower calorific value than the coal at East Kutai. So it comes as no surprise that Churchill firmly believes the coal from East Kutai will be sold forward - the company is already receiving enquiries on a weekly basis from Chinese and Indian companies wanting to buy.
Like the iron ore market, major coal producers and consumers enter into negotiations once a year to set a twelve-month contract price, which then acts as a benchmark for the industry. The annual coal price will be set on April 1, 2008, and both JP Morgan and UBS are expecting the high calorific thermal coal price to rise to between US$90-100 per metric tonne; UBS forecasts that will rise again on April 1, 2009, to US$125 per metric tonne. Many coal users are now turning to medium calorific coal as an alternative to high calorific thermal coal, and are designing all their new power plants to run on this. High Calorific thermal coal is going to be in short supply for the foreseeable future and medium caloric coal is not only cheaper, but is going to be available for the life of power stations currently being designed – the next thirty or forty years …good news for Churchill Mining.
Churchill recently tucked away a neat £10 million, at 50p per share, following the first 4,000 metres of a 10,000 metre drilling programme at East Kutai. This programme gave the company enough of a glimpse of the seam thickness and coal characteristics, within the key ten by four kilometre zone, to embolden it to take on a considerably more aggressive exploration schedule. With plenty of cash in the kitty, the drilling campaign was expanded to 65,000 metres and the company set a target to define a mining reserve of 100 million tonnes by the end of the year, with a further 400 million tonnes of resource – this is no small target!
Churchill has already updated investors on drilling at East Kutai and plans to announce its first JORC compliant resource statement at the beginning of the second quarter, with subsequent updates at the end of every quarter during 2008. Relevant studies will run parallel to the drill bit in order to fill in the blank spaces before finances are decided - probably in the first quarter of 2009.
Churchill has thrown down the gauntlet at East Kutai – the drilling programme is underway and the development decision has been earmarked for early 2009. In fact, Churchill has already started internal scoping studies for mine and infrastructure development, and is short-listing advisors and consulting companies for the scoping and pre-feasibility work. The formal start date of this work should be announced shortly.
According to a Blue Oar Securities research note, when compared with other coal companies operating in Indonesia, East Kutai already has a value of at least US$120 million. So with a reserve of 100 million tonnes, Churchill Mining's 75% stake in East Kutai is likely to be worth around US$375 million (about £190 million). Churchill currently has a market capitalisation in the area of £36 million, so there appears to be plenty of upside potential in the share price if the mining reserve expands in line with management expectations.
Churchill Mining seems to have positioned itself with a much sought after product on the doorstep of the burgeoning Asian market...not a bad place to be..."
-langfristig noch mehr...
www.proactiveinvestors.co.uk/articles/art.php?CHL
"East Kutai already has a value of at least US$120 million. So with a reserve of 100 million tonnes, Churchill Mining’s 75% stake in East Kutai is likely to be worth around US$375 million.
Churchill Mining started life on AIM, in 2005, with the South Woodie Woodie manganese project in the East Pilbara region of Western Australia, which lies in close proximity to one of the world's largest high-grade manganese mines, the Woodie Woodie mine. However, since listing, the directors were also on the look out for other projects, which lead them to Indonesia...
Fast forward to 2007, and Churchill has a thermal coal discovery which the company believes could be one of the biggest new Greenfield thermal coal projects in the largest thermal coal exporting country in the world. As the markets like focus, Churchill divested itself of the South Woodie Woodie manganese project to Spitfire Resources (ASX: SPI) for a 40% equity stake plus production royalties, to become a pure coal play.
The growth of China has had an impact on the thermal coal industry worldwide, as coal is used big time in the generation of electricity - 70% of China's electricity is generated using coal. India too is industrialising as rapidly as China; however, it is almost impossible to develop new coalmines in India, mainly due to local community objections. This was showcased by Tata Group, which was obliged to demonstrate to the Indian Government that it had a long-term coal supply before a license was issued for its giant 4000 MW power station in Gujarat. Tata's response was to buy 30% of Bumi Resources in Indonesia for US$1.1billion.
So despite apparently abundant quantities of coal across the globe, the supply/demand equation is far more complex that one would first assume. When the Chinese government temporarily banned the export of coal this winter, prices soared - why? Because coal is a bulk commodity so the distance from mine to market effects the cost to the consumer so coal projects located near the coast have a commercial advantage - coal producers in South East Asia and Australia have seen spot prices rise the fastest as they are selling coal to China.
Churchill's move into coal couldn't have been timed much better. Churchill has an agreement to take a 75% interest in the East Kutai Project, which is made up of four blocks covering 575 square kilometres in East Kalimantan, Indonesia. Indonesia is the world's largest exporter of thermal coal, and it can hardly keep up with demand.
Thermal coal spot prices have seen good times recently, driven by a combination of events that have constrained production in South Africa, Queensland, Australia and China. At Kutai, Churchill has medium calorific coal which used to fetch $20 per tonne; however, recently it has doubled in price to more than $40 per tonne and is still climbing. East Kutai is 45 kilometres from the Pakar project where Merrill Lynch has just funded a coalmine to the tune of US$$135 million, and this coal has a lower calorific value than the coal at East Kutai. So it comes as no surprise that Churchill firmly believes the coal from East Kutai will be sold forward - the company is already receiving enquiries on a weekly basis from Chinese and Indian companies wanting to buy.
Like the iron ore market, major coal producers and consumers enter into negotiations once a year to set a twelve-month contract price, which then acts as a benchmark for the industry. The annual coal price will be set on April 1, 2008, and both JP Morgan and UBS are expecting the high calorific thermal coal price to rise to between US$90-100 per metric tonne; UBS forecasts that will rise again on April 1, 2009, to US$125 per metric tonne. Many coal users are now turning to medium calorific coal as an alternative to high calorific thermal coal, and are designing all their new power plants to run on this. High Calorific thermal coal is going to be in short supply for the foreseeable future and medium caloric coal is not only cheaper, but is going to be available for the life of power stations currently being designed – the next thirty or forty years …good news for Churchill Mining.
Churchill recently tucked away a neat £10 million, at 50p per share, following the first 4,000 metres of a 10,000 metre drilling programme at East Kutai. This programme gave the company enough of a glimpse of the seam thickness and coal characteristics, within the key ten by four kilometre zone, to embolden it to take on a considerably more aggressive exploration schedule. With plenty of cash in the kitty, the drilling campaign was expanded to 65,000 metres and the company set a target to define a mining reserve of 100 million tonnes by the end of the year, with a further 400 million tonnes of resource – this is no small target!
Churchill has already updated investors on drilling at East Kutai and plans to announce its first JORC compliant resource statement at the beginning of the second quarter, with subsequent updates at the end of every quarter during 2008. Relevant studies will run parallel to the drill bit in order to fill in the blank spaces before finances are decided - probably in the first quarter of 2009.
Churchill has thrown down the gauntlet at East Kutai – the drilling programme is underway and the development decision has been earmarked for early 2009. In fact, Churchill has already started internal scoping studies for mine and infrastructure development, and is short-listing advisors and consulting companies for the scoping and pre-feasibility work. The formal start date of this work should be announced shortly.
According to a Blue Oar Securities research note, when compared with other coal companies operating in Indonesia, East Kutai already has a value of at least US$120 million. So with a reserve of 100 million tonnes, Churchill Mining's 75% stake in East Kutai is likely to be worth around US$375 million (about £190 million). Churchill currently has a market capitalisation in the area of £36 million, so there appears to be plenty of upside potential in the share price if the mining reserve expands in line with management expectations.
Churchill Mining seems to have positioned itself with a much sought after product on the doorstep of the burgeoning Asian market...not a bad place to be..."
Hallo Tommy!
Mal ein paar Sachen, also erstmal ich glaube wir haben
ein bisschen aneinander vorbeigeredet.
Mit dem Link meinte ich nur, daß wir uns -in Teilen- daran
orientieren könnten, zum einen weil es sich so glaube ich sehr
viel besser darstellen lässt -zum anderen weils sich ja so
einrichten lässt, daß sich einige Sachen automatisch aktualisieren:
mit 2terem hätte man dann die Möglichkeit -flächendeckender-
die (Performance)Entwicklung zu verfolgen
und -u.a.- vielleicht wäre das ja auch hinzubekommen
daß sich das Bewertung/Resourcen-Verhältnis selbstständig aktualisiert(was denke ich nicht unwichtig wäre),
weiss aber nicht, ob das geht, PC-Sachen sind nicht so mein Ding.
Die Kriterien können wir uns ja vollständig selber
zusammensuchen(in dem Sinne meinte ich das nicht).
Nachdem ich nochmal geguckt habe, welche Kriterien ich
eingangs im Hinterkopf hatte, muss ich sagen Deine gefallen mir
viel besser -würde ich komplett unterschreiben.
(wenn noch jemand andere/Erweiterungen für relevant halten sollte
-dann mal die nächsten Tage posten!!, wäre nicht schlecht)
Ich würde vorschlagen, wir können ja versuchen vielleicht die nächsten Wochen anfangen dran zu arbeiten,
über BMail oder vielleicht uns auch die Mailadressen austauschen??
Zu Deinen Erhebungen nochmal:
bezieht sich der geplante Output aufs Eisenkonzentrat
oder aufs Gestein??(hab da jetzt nicht genauer nachgeguckt)
+(bis zu)welche(n) Standards beziehst Du in Deine
Resourcenkategorie mit ein??
Ergänzend könnte man noch überlegen,
daß irgendwie zu erweitern -weil der geplante Output
ja oft gestaffelt gesteigert wird(mal angenommen es wird mit
2-5Mio t angefangen, soll aber noch bis auf über 20Mio t gesteigert werden -in dem Falle wäre das ja ein recht verfälschtes Bild +nur bedingt aussagekräftig(sehr schönes Beispiel: New Millennium Capital)) +ob man irgendwie eventuell noch auf die weitere Resourcenphantasie eingehen kann??
Finde es übrigens super, daß Du 'Adriana Resources'
mit unter die Lupe genommen hast
-ist mit -im erweiterten Kreis- einer meiner Lieblingswerte.
Zu dem mit der Vielfalt +den vielen Explorationswerten
meinte ich eigentlich nur, daß es mir bewusst wichtig ist
die auch alle aufzuführen(weil einem sonst einfach verdammt interessante Titel entgehen könnten -nur um mal z.B. Mano River, DMC, Raytec, Carnavale zu nennen +Adriana müsste ja auch
fast noch dadrunter fallen),
daß die 'Iron Ore Emerging Producers' Auflistung wirklich super
ist, aber halt als Ergänzung
-und nicht die anderen "unter den Tisch fallen lassen".
Popeye
Mal ein paar Sachen, also erstmal ich glaube wir haben
ein bisschen aneinander vorbeigeredet.
Mit dem Link meinte ich nur, daß wir uns -in Teilen- daran
orientieren könnten, zum einen weil es sich so glaube ich sehr
viel besser darstellen lässt -zum anderen weils sich ja so
einrichten lässt, daß sich einige Sachen automatisch aktualisieren:
mit 2terem hätte man dann die Möglichkeit -flächendeckender-
die (Performance)Entwicklung zu verfolgen
und -u.a.- vielleicht wäre das ja auch hinzubekommen
daß sich das Bewertung/Resourcen-Verhältnis selbstständig aktualisiert(was denke ich nicht unwichtig wäre),
weiss aber nicht, ob das geht, PC-Sachen sind nicht so mein Ding.
Die Kriterien können wir uns ja vollständig selber
zusammensuchen(in dem Sinne meinte ich das nicht).
Nachdem ich nochmal geguckt habe, welche Kriterien ich
eingangs im Hinterkopf hatte, muss ich sagen Deine gefallen mir
viel besser -würde ich komplett unterschreiben.
(wenn noch jemand andere/Erweiterungen für relevant halten sollte
-dann mal die nächsten Tage posten!!, wäre nicht schlecht)
Ich würde vorschlagen, wir können ja versuchen vielleicht die nächsten Wochen anfangen dran zu arbeiten,
über BMail oder vielleicht uns auch die Mailadressen austauschen??
Zu Deinen Erhebungen nochmal:
bezieht sich der geplante Output aufs Eisenkonzentrat
oder aufs Gestein??(hab da jetzt nicht genauer nachgeguckt)
+(bis zu)welche(n) Standards beziehst Du in Deine
Resourcenkategorie mit ein??
Ergänzend könnte man noch überlegen,
daß irgendwie zu erweitern -weil der geplante Output
ja oft gestaffelt gesteigert wird(mal angenommen es wird mit
2-5Mio t angefangen, soll aber noch bis auf über 20Mio t gesteigert werden -in dem Falle wäre das ja ein recht verfälschtes Bild +nur bedingt aussagekräftig(sehr schönes Beispiel: New Millennium Capital)) +ob man irgendwie eventuell noch auf die weitere Resourcenphantasie eingehen kann??
Finde es übrigens super, daß Du 'Adriana Resources'
mit unter die Lupe genommen hast
-ist mit -im erweiterten Kreis- einer meiner Lieblingswerte.
Zu dem mit der Vielfalt +den vielen Explorationswerten
meinte ich eigentlich nur, daß es mir bewusst wichtig ist
die auch alle aufzuführen(weil einem sonst einfach verdammt interessante Titel entgehen könnten -nur um mal z.B. Mano River, DMC, Raytec, Carnavale zu nennen +Adriana müsste ja auch
fast noch dadrunter fallen),
daß die 'Iron Ore Emerging Producers' Auflistung wirklich super
ist, aber halt als Ergänzung
-und nicht die anderen "unter den Tisch fallen lassen".
Popeye
Neu
56818St Globe Uranium zu 0,176E im Wert von 9999,97E
Wird langsam richtig eng mit weiteren Werten,
hoffe das passt so alles, im Notfall muss
was rausgeschmissen werden.
56818St Globe Uranium zu 0,176E im Wert von 9999,97E
Wird langsam richtig eng mit weiteren Werten,
hoffe das passt so alles, im Notfall muss
was rausgeschmissen werden.
Antwort auf Beitrag Nr.: 33.655.630 von Popeye82 am 16.03.08 23:13:53Hallo Popeye,
Dein Vorschlag auch die Produktionssteigerungsraten mit aufzunehmen ist super!
Die Frage ist nur: Wie bekommen wir die Anzahl der diversen Parameter in eine Reihe? Der thread hier hat ja nur eine bestimmte Breite, und die ist schon mit den wenigen von mir vorgeschlagenen Parametern voll ausgelastet.
Also müssten wir eine externe Tabelle haben, in der wir unsere individuellen Parameter hinein schreiben können. Diese Tabelle müsste dann von allen eingesehen werden können.
Leider bin ich auch kein Computer-Fachmann. Vielleicht kann uns ja jemand helfen, das Gerüst für so eine externe Tabelle aufzubauen?
Die von mir verwendeten Ressorcen-Angaben beruhen zum Teil auf JORC-Standard als auch auf vorläufige Schätzungen, soweit JORC noch nicht vorhanden ist.
Gruß
tommy
Dein Vorschlag auch die Produktionssteigerungsraten mit aufzunehmen ist super!
Die Frage ist nur: Wie bekommen wir die Anzahl der diversen Parameter in eine Reihe? Der thread hier hat ja nur eine bestimmte Breite, und die ist schon mit den wenigen von mir vorgeschlagenen Parametern voll ausgelastet.
Also müssten wir eine externe Tabelle haben, in der wir unsere individuellen Parameter hinein schreiben können. Diese Tabelle müsste dann von allen eingesehen werden können.
Leider bin ich auch kein Computer-Fachmann. Vielleicht kann uns ja jemand helfen, das Gerüst für so eine externe Tabelle aufzubauen?
Die von mir verwendeten Ressorcen-Angaben beruhen zum Teil auf JORC-Standard als auch auf vorläufige Schätzungen, soweit JORC noch nicht vorhanden ist.
Gruß
tommy
Cuervo mit neuen Ergebnissen...
http://cuervoresources.com/images/uploads/IRON20080318.pdf
"Cuervo Averages 54.05% Fe in Ten New Holes at Cerro Ccopane Iron Project in Peru; Initiates Ni 43-101 Reporting on Orcopura Zone
3/18/2008
Toronto, ON March 18, 2008
FSC / Press Release
Cuervo Averages 54.05% Fe in Ten New Holes at Cerro Ccopane Iron Project in Peru; Initiates Ni 43-101 Reporting on Orcopura Zone
Toronto, Ontario CANADA, March 18, 2008 /FSC/ - Cuervo Resources Inc. (CNQ: IRON, FWB: CRR), ("Cuervo" or the "Company") reports the results from ten new holes on its Cerro Ccopane iron ore project in southern Peru. These latest results have a weighted average iron content of 54.05% Fe over 433.90 m of sampling and include intersections of 59.39% Fe over 72.60 m in ODH - 51 and 54.85% Fe over 76.60 m in ODH - 55. These results, along with those from the 48 holes previously reported on, provide further confirmation of the consistent high values of iron mineralization in the Orcopura zone and indicate that mineralization persists over a strike length of at least 750 meters. The Orcopura zone, which is now believed to be entering the advanced stage of preliminary exploration and geological definition, is one of five zones identified on the wholly owned Cerro Ccopane property.
The Company also reports that it has initiated the preparation of an NI 43-101-compliant report on the Orcopura zone of mineralization. This study will summarize the available drill results and related geological and geophysical data as a precursor to a similarly compliant resource estimate. This report is expected to be completed by May of 2008 with a resource study expected to be completed in June of 2008.
TECHNICAL RESULTS
Three diamond drills are operating on the property. Previous results were announced in press releases dated October 22nd, October 30th, November 1st, November 15th and December 6th 2007 and January 15th, February 5th and February 12th 2008 and included intersections of up to 57.31% Fe over 131.25 m (ODH - 01) and 41.29% Fe over 356.50 m (ODH - 33).
All drill holes were logged and sampled at the property campsite on the property under the direction of Minera Cuervo's senior geologist, ing. Abraham Castillo Ll. A nominal sampling interval of 1.5 m is currently being used within sections of typical iron mineralization. Analyses were performed by SGS Minerals Services at their laboratory facilities in Lima (Callao), Peru. The reported Iron (Fe) analyses were determined by titration methods, sulphur (S) was carried out with a LECO furnace. All other reported analyses, which include phosphorus (P), manganese (Mn) and copper (Cu), were by performed ICP-AES after a multi-acid ("total") digestion. Laboratory check analyses were performed on approximately 10% of the samples submitted while field duplicate samples are submitted on a rate of approximately 5% of the total samples sent to the laboratory. The Company is satisfied with the reproducibility of analyses for the elements reported. A sample preparation facility is also under construction at the Company's exploration camp at Orcopura.
The following table presents a list of the significant intersections that were sampled during the recent work program:
-***-
DRILL HOLE INTERSECTION(m) LENGTH(m) TVD(m)* Fe(%) S(%) P(%) Mn(%) Cu(%)
ODH - 49 80.70 -- 87.00 6.30 4 61.07 3.10 0.04 0.04 0.02
Other 93.75 -- 152.00 58.25 41 50.05 3.47 0.05 0.05 0.08
Including 138.55 -- 152.0 13.45 58.48 4.36 0.05 0.05 0.12
ODH - 50 34.50 -- 47.90 13.40 9 41.96 0.04 0.03 0.07 0.07
ODH - 51 2.75 -- 75.35 72.60 60 59.39 0.18 0.04 0.04 0.06
ODH - 52 5.55 -- 57.50 51.95 36 58.64 2.46 0.03 0.05 0.07
Other 82.40 -- 99.65 17.25 12 55.35 3.84 0.02 0.09 0.11
ODH - 53 3.90 -- 13.10 7.10 7 58.51 0.11 0.06 0.07 0.10
ODH - 54 3.10 -- 20.65 17.55 13 49.87 0.04 0.08 0.10 0.20
ODH - 55 0.0 -- 76.60 76.60 54 54.85 1.05 0.04 0.06 0.10
ODH - 56 0.0 -- 34.50 34.50 24 46.45 0.06 0.04 0.07 0.07
Other 45.45 -- 73.20 27.75 19 55.75 3.52 0.03 0.06 0.12
ODH - 57 3.00 -- 30.70 27.70 17 44.66 1.30 0.07 0.06 0.20
ODH - 58 4.35 -- 31.30 22.95 22 61.00 1.24 0.01 0.07 0.19
-****-
* TVD - approximate total vertical depth from top to bottom of intersection
The following list describes the general locations of the drill holes being reported on in this release:
ODH - 49 was drilled from the same platform as ODH - 33 and ODH - 40 (previously released). ODH - 49 was drilled toward grid south at an inclination of 45 degrees to a depth of 131.65 m. Elevation of the location is 3630 m AMSL;
ODH - 50, ODH - 52, ODH - 55 and ODH - 56 were all drilled from the same platform as ODH - 48 (previously released). ODH - 50 was drilled toward grid south at an inclination of 45 degrees to a depth of 78 m, ODH - 52 was drilled toward grid north at an inclination of 45 degrees to a depth of 155.30 m, ODH - 55 was drilled toward grid east at an inclination of 45 degrees to a depth of 101.25 m and ODH - 56 was drilled toward grid west at an inclination of 45 degrees to a depth of 86.95 m. Location of the platform was midway between the collars for ODH - 11 and ODH - 12 (both previously released) and the collars for ODH - 13 and ODH - 14 (both also previously released). Elevation of the location is 3690 m AMSL;
ODH - 51 was drilled from the same platform as ODH - 41, ODH - 44 etc. (all previously released). ODH - 51 was drilled toward grid east at an inclination of 60 degrees to a depth of 193.85 m. Elevation of the location is 3735 m AMSL;
ODH - 53, ODH - 54 and ODH - 57 were all drilled from the same platform. ODH - 53 was a vertical hole drilled to a depth of 34.20 m, ODH - 54 was drilled toward grid east at an inclination of 45 degrees to a depth of 202.15 m and ODH - 57 was drilled toward grid west at an inclination of 38? to a depth of 46.10 m. Location of the platform was 50 m to the grid south of the collars for ODH - 13 and ODH - 14 or 100 m to the grid south of the collars for ODH - 48, ODH - 50 etc. ODH - 54 was extended well beyond the extent of the known mineralization to investigate the possible existence of skarn mineralization at the contact zone between the intrusive diorite and limestone. Elevation of the location is 3695 m AMSL; and
ODH - 58 was a vertical hole drilled to a depth of 72.80 m. Location of the platform was 50 m to the grid east of the collars for ODH - 11 and
ODH - 12. Elevation of the location is 3695 m AMSL.
Most intersections of iron mineralization (magnetite +/- hematite) continue to report relatively high sulphur and copper values. The Company has carried out preliminary low-intensity magnetic separation (Davis Tube) testing on selected samples from the early stages of the exploration program. The preliminary Davis Tube results indicate that most of the contained sulphur-bearing minerals as well as the copper can be removed with limited processing while producing a very high-grade iron ore concentrate. Silica values were also found to be within acceptable limits by analyses carried out as part of this testing. Cuervo plans an ongoing program of metallurgical testing.
Exploration work and content of this release has been carried out under the supervision of Mr. John M. Siriunas, P.Eng., the designated qualified person for Cuervo under the definition of NI43-101.
The Company has 26,568,750 shares outstanding (33,556,000 fully diluted).
For further information, please contact Mr. Siriunas, a director and President of Cuervo, at 416-203-3957 x 701 or Mr. Tom Berner, Investor Relations, at 416-203-3957 x 202. Additional information about Cuervo can be found at the Company's website at www.cuervoresources.com.
The Canadian Trading and Quotation System Inc. has neither approved nor disapproved of the contents of this press release.
Cuervo Resources Inc.
65 Queen Street West, Suite 302
Toronto, ON
M5H 2M5 Canada
Tel. (416) 203-3957
Fax (416) 203-4197
www.cuervoresources.com
Source: Cuervo Resources Inc. (IRON - CNQ) (CRR - FWB) http://www.cuervoresources.com
Maximum News Dissemination by Filing Services Canada Inc.
Ph: (403) 717-3898 Fx: (403) 717-3896 www.usetdas.com"
das folgende hab ich noch woanders gefunden...
(müsste sich auf die letzten Ergebnisse beziehen, glaub ich)
www.aktien-gewinn.at/2008/02/12/eisenerz-explorer-aktie-cuer…
"In einem Aktienforum wurde folgende Fundamental-Information gepostet:
Die Konstanz der Bohrresultate von Cuervo Resources (WKN A0MS8K), sowohl an Strecken als auch an Eisenerzgehalten, ist beeindruckend.
In den heute bekannt gegebenen 5 Löchern (Nr.44-48) wurden erneute an die 60 oder mehr Prozent Eisenerz auf dem Cerro Cccopane-Projekt in Peru festgestellt.
Highlights:
- 61,33 % Eisen (Fe) über 89 Meter
- 62,11 % Fe über 83 Meter
- Insgesamt beinhalten die 5 Löcher einen durchschnittlichen Eisenerzgehalt von 59,53% über 271,1 Meter
- Die bislang abgebohrte Orcopura-Zone mit hohen Eisenerzmineralisierungen erstreckt sich bereits über eine Länge von 750 Meter. Dies ist jedoch nur eine von 5 bekannten Eisnerzzonen auf dem Gelände
- Die nächsten Bohrungen (derzeit 3 Bohrgeräte im Einsatz) werden in der westlichen Zone durchgeführt, wo man zuletzt bis zu einer Tiefe von 350 Metern eine durchgehende Eisenmineralisierung vorfand.
- Bemerkenswert: Der neue CEO Dan Hamilton bekam 100.000 Optionen mit einem Ausübungspreis von 2,50 CAD. Dies ist deshalb bemerkenswert, weil die meisten Aktiengesellschaften Optionen zum aktuellen Kurs oder darunter und nicht deutlich darüber gewähren.
- Wichtig! Die bislang metallurgisch aufbereiteten Proben, welche die relativ hohen Kupfer und Schwefelgehalte vom Erz lösen, sind zur Zufriedenheit verlaufen und zeigen, dass der Kupfer und der Schwefel sich leicht vom Erz lösen lassen.
Quelle: www.aktien-online.at"
Cuervo wäre für mich ein "speculative strong buy",
aber das muss jeder für sich selber entscheiden,
m.M. nach sollte man stark überlegen eine Anfangsposition
aufzubauen und bei einer -erhofft- starken weiteren Entwicklung
in Schwächephasen eventuell überlegen aufzustocken.
(keine Kauf/Verkaufsempfehlung!)
http://cuervoresources.com/images/uploads/IRON20080318.pdf
"Cuervo Averages 54.05% Fe in Ten New Holes at Cerro Ccopane Iron Project in Peru; Initiates Ni 43-101 Reporting on Orcopura Zone
3/18/2008
Toronto, ON March 18, 2008
FSC / Press Release
Cuervo Averages 54.05% Fe in Ten New Holes at Cerro Ccopane Iron Project in Peru; Initiates Ni 43-101 Reporting on Orcopura Zone
Toronto, Ontario CANADA, March 18, 2008 /FSC/ - Cuervo Resources Inc. (CNQ: IRON, FWB: CRR), ("Cuervo" or the "Company") reports the results from ten new holes on its Cerro Ccopane iron ore project in southern Peru. These latest results have a weighted average iron content of 54.05% Fe over 433.90 m of sampling and include intersections of 59.39% Fe over 72.60 m in ODH - 51 and 54.85% Fe over 76.60 m in ODH - 55. These results, along with those from the 48 holes previously reported on, provide further confirmation of the consistent high values of iron mineralization in the Orcopura zone and indicate that mineralization persists over a strike length of at least 750 meters. The Orcopura zone, which is now believed to be entering the advanced stage of preliminary exploration and geological definition, is one of five zones identified on the wholly owned Cerro Ccopane property.
The Company also reports that it has initiated the preparation of an NI 43-101-compliant report on the Orcopura zone of mineralization. This study will summarize the available drill results and related geological and geophysical data as a precursor to a similarly compliant resource estimate. This report is expected to be completed by May of 2008 with a resource study expected to be completed in June of 2008.
TECHNICAL RESULTS
Three diamond drills are operating on the property. Previous results were announced in press releases dated October 22nd, October 30th, November 1st, November 15th and December 6th 2007 and January 15th, February 5th and February 12th 2008 and included intersections of up to 57.31% Fe over 131.25 m (ODH - 01) and 41.29% Fe over 356.50 m (ODH - 33).
All drill holes were logged and sampled at the property campsite on the property under the direction of Minera Cuervo's senior geologist, ing. Abraham Castillo Ll. A nominal sampling interval of 1.5 m is currently being used within sections of typical iron mineralization. Analyses were performed by SGS Minerals Services at their laboratory facilities in Lima (Callao), Peru. The reported Iron (Fe) analyses were determined by titration methods, sulphur (S) was carried out with a LECO furnace. All other reported analyses, which include phosphorus (P), manganese (Mn) and copper (Cu), were by performed ICP-AES after a multi-acid ("total") digestion. Laboratory check analyses were performed on approximately 10% of the samples submitted while field duplicate samples are submitted on a rate of approximately 5% of the total samples sent to the laboratory. The Company is satisfied with the reproducibility of analyses for the elements reported. A sample preparation facility is also under construction at the Company's exploration camp at Orcopura.
The following table presents a list of the significant intersections that were sampled during the recent work program:
-***-
DRILL HOLE INTERSECTION(m) LENGTH(m) TVD(m)* Fe(%) S(%) P(%) Mn(%) Cu(%)
ODH - 49 80.70 -- 87.00 6.30 4 61.07 3.10 0.04 0.04 0.02
Other 93.75 -- 152.00 58.25 41 50.05 3.47 0.05 0.05 0.08
Including 138.55 -- 152.0 13.45 58.48 4.36 0.05 0.05 0.12
ODH - 50 34.50 -- 47.90 13.40 9 41.96 0.04 0.03 0.07 0.07
ODH - 51 2.75 -- 75.35 72.60 60 59.39 0.18 0.04 0.04 0.06
ODH - 52 5.55 -- 57.50 51.95 36 58.64 2.46 0.03 0.05 0.07
Other 82.40 -- 99.65 17.25 12 55.35 3.84 0.02 0.09 0.11
ODH - 53 3.90 -- 13.10 7.10 7 58.51 0.11 0.06 0.07 0.10
ODH - 54 3.10 -- 20.65 17.55 13 49.87 0.04 0.08 0.10 0.20
ODH - 55 0.0 -- 76.60 76.60 54 54.85 1.05 0.04 0.06 0.10
ODH - 56 0.0 -- 34.50 34.50 24 46.45 0.06 0.04 0.07 0.07
Other 45.45 -- 73.20 27.75 19 55.75 3.52 0.03 0.06 0.12
ODH - 57 3.00 -- 30.70 27.70 17 44.66 1.30 0.07 0.06 0.20
ODH - 58 4.35 -- 31.30 22.95 22 61.00 1.24 0.01 0.07 0.19
-****-
* TVD - approximate total vertical depth from top to bottom of intersection
The following list describes the general locations of the drill holes being reported on in this release:
ODH - 49 was drilled from the same platform as ODH - 33 and ODH - 40 (previously released). ODH - 49 was drilled toward grid south at an inclination of 45 degrees to a depth of 131.65 m. Elevation of the location is 3630 m AMSL;
ODH - 50, ODH - 52, ODH - 55 and ODH - 56 were all drilled from the same platform as ODH - 48 (previously released). ODH - 50 was drilled toward grid south at an inclination of 45 degrees to a depth of 78 m, ODH - 52 was drilled toward grid north at an inclination of 45 degrees to a depth of 155.30 m, ODH - 55 was drilled toward grid east at an inclination of 45 degrees to a depth of 101.25 m and ODH - 56 was drilled toward grid west at an inclination of 45 degrees to a depth of 86.95 m. Location of the platform was midway between the collars for ODH - 11 and ODH - 12 (both previously released) and the collars for ODH - 13 and ODH - 14 (both also previously released). Elevation of the location is 3690 m AMSL;
ODH - 51 was drilled from the same platform as ODH - 41, ODH - 44 etc. (all previously released). ODH - 51 was drilled toward grid east at an inclination of 60 degrees to a depth of 193.85 m. Elevation of the location is 3735 m AMSL;
ODH - 53, ODH - 54 and ODH - 57 were all drilled from the same platform. ODH - 53 was a vertical hole drilled to a depth of 34.20 m, ODH - 54 was drilled toward grid east at an inclination of 45 degrees to a depth of 202.15 m and ODH - 57 was drilled toward grid west at an inclination of 38? to a depth of 46.10 m. Location of the platform was 50 m to the grid south of the collars for ODH - 13 and ODH - 14 or 100 m to the grid south of the collars for ODH - 48, ODH - 50 etc. ODH - 54 was extended well beyond the extent of the known mineralization to investigate the possible existence of skarn mineralization at the contact zone between the intrusive diorite and limestone. Elevation of the location is 3695 m AMSL; and
ODH - 58 was a vertical hole drilled to a depth of 72.80 m. Location of the platform was 50 m to the grid east of the collars for ODH - 11 and
ODH - 12. Elevation of the location is 3695 m AMSL.
Most intersections of iron mineralization (magnetite +/- hematite) continue to report relatively high sulphur and copper values. The Company has carried out preliminary low-intensity magnetic separation (Davis Tube) testing on selected samples from the early stages of the exploration program. The preliminary Davis Tube results indicate that most of the contained sulphur-bearing minerals as well as the copper can be removed with limited processing while producing a very high-grade iron ore concentrate. Silica values were also found to be within acceptable limits by analyses carried out as part of this testing. Cuervo plans an ongoing program of metallurgical testing.
Exploration work and content of this release has been carried out under the supervision of Mr. John M. Siriunas, P.Eng., the designated qualified person for Cuervo under the definition of NI43-101.
The Company has 26,568,750 shares outstanding (33,556,000 fully diluted).
For further information, please contact Mr. Siriunas, a director and President of Cuervo, at 416-203-3957 x 701 or Mr. Tom Berner, Investor Relations, at 416-203-3957 x 202. Additional information about Cuervo can be found at the Company's website at www.cuervoresources.com.
The Canadian Trading and Quotation System Inc. has neither approved nor disapproved of the contents of this press release.
Cuervo Resources Inc.
65 Queen Street West, Suite 302
Toronto, ON
M5H 2M5 Canada
Tel. (416) 203-3957
Fax (416) 203-4197
www.cuervoresources.com
Source: Cuervo Resources Inc. (IRON - CNQ) (CRR - FWB) http://www.cuervoresources.com
Maximum News Dissemination by Filing Services Canada Inc.
Ph: (403) 717-3898 Fx: (403) 717-3896 www.usetdas.com"
das folgende hab ich noch woanders gefunden...
(müsste sich auf die letzten Ergebnisse beziehen, glaub ich)
www.aktien-gewinn.at/2008/02/12/eisenerz-explorer-aktie-cuer…
"In einem Aktienforum wurde folgende Fundamental-Information gepostet:
Die Konstanz der Bohrresultate von Cuervo Resources (WKN A0MS8K), sowohl an Strecken als auch an Eisenerzgehalten, ist beeindruckend.
In den heute bekannt gegebenen 5 Löchern (Nr.44-48) wurden erneute an die 60 oder mehr Prozent Eisenerz auf dem Cerro Cccopane-Projekt in Peru festgestellt.
Highlights:
- 61,33 % Eisen (Fe) über 89 Meter
- 62,11 % Fe über 83 Meter
- Insgesamt beinhalten die 5 Löcher einen durchschnittlichen Eisenerzgehalt von 59,53% über 271,1 Meter
- Die bislang abgebohrte Orcopura-Zone mit hohen Eisenerzmineralisierungen erstreckt sich bereits über eine Länge von 750 Meter. Dies ist jedoch nur eine von 5 bekannten Eisnerzzonen auf dem Gelände
- Die nächsten Bohrungen (derzeit 3 Bohrgeräte im Einsatz) werden in der westlichen Zone durchgeführt, wo man zuletzt bis zu einer Tiefe von 350 Metern eine durchgehende Eisenmineralisierung vorfand.
- Bemerkenswert: Der neue CEO Dan Hamilton bekam 100.000 Optionen mit einem Ausübungspreis von 2,50 CAD. Dies ist deshalb bemerkenswert, weil die meisten Aktiengesellschaften Optionen zum aktuellen Kurs oder darunter und nicht deutlich darüber gewähren.
- Wichtig! Die bislang metallurgisch aufbereiteten Proben, welche die relativ hohen Kupfer und Schwefelgehalte vom Erz lösen, sind zur Zufriedenheit verlaufen und zeigen, dass der Kupfer und der Schwefel sich leicht vom Erz lösen lassen.
Quelle: www.aktien-online.at"
Cuervo wäre für mich ein "speculative strong buy",
aber das muss jeder für sich selber entscheiden,
m.M. nach sollte man stark überlegen eine Anfangsposition
aufzubauen und bei einer -erhofft- starken weiteren Entwicklung
in Schwächephasen eventuell überlegen aufzustocken.
(keine Kauf/Verkaufsempfehlung!)
Ich habe bei 'DMC Mining' einen Riesenfehler gemacht.
...mit kurioserweise ziemlich positiven Auswirkungen.
DMC ist nicht in der 'DR Congo', sondern in der 'R Congo' aktiv.
-damit sollte das "Reviewing" von Tisch sein.
==> http://de.wikipedia.org/wiki/Congo
Ich hatte mich schon gewundert, dazu keine näheren Infos
zu finden -speziell weil annähernd alle davon betroffenen
Unternehmen Informationen +Dokumente dazu veröffentlicht/
bereitgestellt haben.
Deswegen werde ich voraussichtlich in Kürze
den DMC-Bestand aufs 2ppelte aufstocken, hatte gestern
schon überlegt.
Um weiter noch einigen Handlungsspielraum zu haben, werde ich voraussichtlich 'MIL Resources' raushauen.
Ich bin nicht drauf aus, hier irgendwem was aufzuschwatzen,
allerdings würde ich mal nachdrücklich auf die Sharestructur verweisen, die auf eine derzeitige Bewertung von deutlich unter 10Mio E(f.d.) hinausläuft.
Wird die Resource etwa bestätigt und geht DMC in Produktion
(ich meine was von einem Zeithorizont von 2-3 Jahren gehört zu haben), dann besteht hier in meinen Augen massivstes Blueskypotenzial.
Jeder muss sich ein eigenes Bild machen (aber das würde ich auch tun) -ich denke es lohnt sich absolut!!
Werde in Kürze nochmal versuchen das vor einiger Zeit
veröffentlichte Infrastrukturupdate auseinanderzunehmen.
gute Anlageentscheidungen!, Ppeye
...mit kurioserweise ziemlich positiven Auswirkungen.
DMC ist nicht in der 'DR Congo', sondern in der 'R Congo' aktiv.
-damit sollte das "Reviewing" von Tisch sein.
==> http://de.wikipedia.org/wiki/Congo
Ich hatte mich schon gewundert, dazu keine näheren Infos
zu finden -speziell weil annähernd alle davon betroffenen
Unternehmen Informationen +Dokumente dazu veröffentlicht/
bereitgestellt haben.
Deswegen werde ich voraussichtlich in Kürze
den DMC-Bestand aufs 2ppelte aufstocken, hatte gestern
schon überlegt.
Um weiter noch einigen Handlungsspielraum zu haben, werde ich voraussichtlich 'MIL Resources' raushauen.
Ich bin nicht drauf aus, hier irgendwem was aufzuschwatzen,
allerdings würde ich mal nachdrücklich auf die Sharestructur verweisen, die auf eine derzeitige Bewertung von deutlich unter 10Mio E(f.d.) hinausläuft.
Wird die Resource etwa bestätigt und geht DMC in Produktion
(ich meine was von einem Zeithorizont von 2-3 Jahren gehört zu haben), dann besteht hier in meinen Augen massivstes Blueskypotenzial.
Jeder muss sich ein eigenes Bild machen (aber das würde ich auch tun) -ich denke es lohnt sich absolut!!
Werde in Kürze nochmal versuchen das vor einiger Zeit
veröffentlichte Infrastrukturupdate auseinanderzunehmen.
gute Anlageentscheidungen!, P
peye
www.infomine.com/index/pr/PA605546.PDF
"17 March 2008
Company Announcements Office
ASX Limited
20 Bridge Street
SYDNEY NSW 2000
First Sale of Iron Ore Fines at Spot Completed
Headline Summary
Admiralty Resources concludes contract to sell approximately
48,500 tonnes to China
Shougang International Trade And Engineering Corporation (Shougang) on the MV Bright Bulker due to load on 21 March 2008.
The Board of Directors are pleased to announce that it has concluded today the first spot sale of iron ore with Shougang at $189 per tonne.
The value of the shipment is approximately US$9.16 million.
Cia Minera Santa Barbara has approximately 120,000 tonnes of iron ore at the port stockpile and the mine ready for shipping. This spot shipment will reduce the amount to approximately 75,000 tonnes. As production increases, Cia Minera Santa Barbara will produce sufficient iron ore to make two shipments per month.
Cia Minera Santa Barbara continues to expand its production capacity as equipment becomes available. Completion of production planning will allow Cia Minera Santa Barbara to enter into a three year contract with WISCO and continue negotiations with interested mills for the other 50% of production.
Admiralty has three iron ore shipments in handymax size ships over the next three months to complete the second part of the renegotiated WISCO 06 CFR contract and then the final four
shipments will be made when the panamax port becomes available late this year.
This concession from WISCO allows us to substantially reduce our freight costs for this CFR contract.
Yours sincerely,
Michael Robert Clarke
Managing Director
[e] mclarke@ady.com.au"
"17 March 2008
Company Announcements Office
ASX Limited
20 Bridge Street
SYDNEY NSW 2000
First Sale of Iron Ore Fines at Spot Completed
Headline Summary
Admiralty Resources concludes contract to sell approximately
48,500 tonnes to China
Shougang International Trade And Engineering Corporation (Shougang) on the MV Bright Bulker due to load on 21 March 2008.
The Board of Directors are pleased to announce that it has concluded today the first spot sale of iron ore with Shougang at $189 per tonne.
The value of the shipment is approximately US$9.16 million.
Cia Minera Santa Barbara has approximately 120,000 tonnes of iron ore at the port stockpile and the mine ready for shipping. This spot shipment will reduce the amount to approximately 75,000 tonnes. As production increases, Cia Minera Santa Barbara will produce sufficient iron ore to make two shipments per month.
Cia Minera Santa Barbara continues to expand its production capacity as equipment becomes available. Completion of production planning will allow Cia Minera Santa Barbara to enter into a three year contract with WISCO and continue negotiations with interested mills for the other 50% of production.
Admiralty has three iron ore shipments in handymax size ships over the next three months to complete the second part of the renegotiated WISCO 06 CFR contract and then the final four
shipments will be made when the panamax port becomes available late this year.
This concession from WISCO allows us to substantially reduce our freight costs for this CFR contract.
Yours sincerely,
Michael Robert Clarke
Managing Director
[e] mclarke@ady.com.au"
Ironclad Mining Ltd.
derzeit eine Resource von 44.8Million tonnes @ 36% Iron,
ausgegebenes Ziel sind mal eine Tonnage von 300-600Mio t.
Projekt, Kurzbeschreibung
"Wilcherry Hill - Overview
Wilcherry Hill Location
Ironclad Mining Limited (Ironclad) was established to accelerate the development of the exciting Wilcherry Hill iron ore deposits located 40 kilometres north of Kimba on South Australia’s Eyre Peninsula. The Wilcherry deposits contain coarse crystalline magnetite and low silica contents which enable low cost and efficient production of concentrates containing over 70% Fe with very low impurity levels. In addition, metal recoveries of over 95% and mass recoveries of 50% and up to 75%, are significantly higher than for typical Australian banded iron formation (BIF) magnetite deposits.
The existing JORC resource of 44 million tonnes at an average grade of 36.4% Fe is hosted by 3 of 93 magnetic anomalies within the central tenement of Wilcherry Hill which has potential to host 300 – 600 million tonnes of similar mineralised material according to an independent review. Further similar targets lie in Ironclad’s tenements to the east and west of Wilcherry Hill and a drilling program of at least 35,000 metres is planned from September 2007 to better define and expand the current resources and test selected regional magnetic targets.
Ironclad is earning an 80% interest in the iron ore within the tenements held by Trafford Resources Limited through expenditure of $10 million over 2 years and has commenced a Pre-feasibility Study to evaluate the optimum production rate, product type and product transport options. The study, costing approximately $9 million, will be completed by late in the first quarter of 2008 and subject to results is expected to lead to a feasibility study with first production planned for mid 2010.
The company is establishing a strong executive team to complete the studies with key appointments to date being Andrew Bennet (ex Chief Geologist, BHP Billiton Olympic Dam) as exploration manager, and Eric Hughes (ex Finance Manager, BHP Billiton Petroleum) as Chief Financial Officer.
Recognised leading industry consultants Promet Engineers and Golder & Associates have been secured to complete the engineering and resource/mining studies respectively. "
letzte Nachrichten
14 January 2008
Ironclad Commences 30,000 Metre Resource Extension
and Exploration Drilling Program
www.ironcladmining.com/images/stories/asx/080114_drilling_re…
31 January 2008
Quarterly Activities Report
www.ironcladmining.com/images/stories/asx/2008/080131_append…
31 January 2008
Quarterly Report 31 December 2007
www.ironcladmining.com/images/stories/asx/2008/080130_jan_08…
4 February 2008
IronClad Reports Significant Progress
www.ironcladmining.com/images/stories/asx/2008/080204_ife_as…
11 February 2008
IronClad Mining Secures Hercules South
www.ironcladmining.com/images/stories/asx/2008/080211_hercul…
12 February 2008
Wilcherry Iron Ore Exploration Update
www.ironcladmining.com/images/stories/asx/2008/wilcherry_exp…
25/02/2008
Magnetite Resouces Target on Track_Staffing Changes
(1ste Ergebnisse)
www.ironcladmining.com/images/stories/asx/2008/asxrelease_25…
04/03/2008
Final Director`s Interest Notice
(zwar seeehr langfristig, aber kein bisschen uninteressant
-Optionen ausführbar zu 1,25, 2 und 3$, in 24, 36 und 48 Monaten vom 09.07.07 gerechnet
-schon ein bisschen höher als derzeit)
www.ironcladmining.com/images/stories/asx/2008/asxrelease_04…
www.ironcladmining.com
Media Articles
www.ironcladmining.com/index.php?option=com_content&task=blo…
Also die haben dieses Jahr wirklich eine Menge vor,
es sollte ein reger Newsflow mit mehreren Ergebnissen
zu erwarten sein,
(sehr) deutliches Ausweitungspotenzial müsste auf alle Fälle bestehen, um da konkretere Aussagen machen zu können, müsste
man sich das aber wohl noch einiges genauer anschauen,
eine Präsentation gibt's aktuell noch nicht,
da muss man sich an das Prospectus halten.
derzeit eine Resource von 44.8Million tonnes @ 36% Iron,
ausgegebenes Ziel sind mal eine Tonnage von 300-600Mio t.
Projekt, Kurzbeschreibung
"Wilcherry Hill - Overview
Wilcherry Hill Location
Ironclad Mining Limited (Ironclad) was established to accelerate the development of the exciting Wilcherry Hill iron ore deposits located 40 kilometres north of Kimba on South Australia’s Eyre Peninsula. The Wilcherry deposits contain coarse crystalline magnetite and low silica contents which enable low cost and efficient production of concentrates containing over 70% Fe with very low impurity levels. In addition, metal recoveries of over 95% and mass recoveries of 50% and up to 75%, are significantly higher than for typical Australian banded iron formation (BIF) magnetite deposits.
The existing JORC resource of 44 million tonnes at an average grade of 36.4% Fe is hosted by 3 of 93 magnetic anomalies within the central tenement of Wilcherry Hill which has potential to host 300 – 600 million tonnes of similar mineralised material according to an independent review. Further similar targets lie in Ironclad’s tenements to the east and west of Wilcherry Hill and a drilling program of at least 35,000 metres is planned from September 2007 to better define and expand the current resources and test selected regional magnetic targets.
Ironclad is earning an 80% interest in the iron ore within the tenements held by Trafford Resources Limited through expenditure of $10 million over 2 years and has commenced a Pre-feasibility Study to evaluate the optimum production rate, product type and product transport options. The study, costing approximately $9 million, will be completed by late in the first quarter of 2008 and subject to results is expected to lead to a feasibility study with first production planned for mid 2010.
The company is establishing a strong executive team to complete the studies with key appointments to date being Andrew Bennet (ex Chief Geologist, BHP Billiton Olympic Dam) as exploration manager, and Eric Hughes (ex Finance Manager, BHP Billiton Petroleum) as Chief Financial Officer.
Recognised leading industry consultants Promet Engineers and Golder & Associates have been secured to complete the engineering and resource/mining studies respectively. "
letzte Nachrichten
14 January 2008
Ironclad Commences 30,000 Metre Resource Extension
and Exploration Drilling Program
www.ironcladmining.com/images/stories/asx/080114_drilling_re…
31 January 2008
Quarterly Activities Report
www.ironcladmining.com/images/stories/asx/2008/080131_append…
31 January 2008
Quarterly Report 31 December 2007
www.ironcladmining.com/images/stories/asx/2008/080130_jan_08…
4 February 2008
IronClad Reports Significant Progress
www.ironcladmining.com/images/stories/asx/2008/080204_ife_as…
11 February 2008
IronClad Mining Secures Hercules South
www.ironcladmining.com/images/stories/asx/2008/080211_hercul…
12 February 2008
Wilcherry Iron Ore Exploration Update
www.ironcladmining.com/images/stories/asx/2008/wilcherry_exp…
25/02/2008
Magnetite Resouces Target on Track_Staffing Changes
(1ste Ergebnisse)
www.ironcladmining.com/images/stories/asx/2008/asxrelease_25…
04/03/2008
Final Director`s Interest Notice
(zwar seeehr langfristig, aber kein bisschen uninteressant
-Optionen ausführbar zu 1,25, 2 und 3$, in 24, 36 und 48 Monaten vom 09.07.07 gerechnet
-schon ein bisschen höher als derzeit)
www.ironcladmining.com/images/stories/asx/2008/asxrelease_04…
www.ironcladmining.com
Media Articles
www.ironcladmining.com/index.php?option=com_content&task=blo…
Also die haben dieses Jahr wirklich eine Menge vor,
es sollte ein reger Newsflow mit mehreren Ergebnissen
zu erwarten sein,
(sehr) deutliches Ausweitungspotenzial müsste auf alle Fälle bestehen, um da konkretere Aussagen machen zu können, müsste
man sich das aber wohl noch einiges genauer anschauen,
eine Präsentation gibt's aktuell noch nicht,
da muss man sich an das Prospectus halten.
'MIL Resources' kommt zu 0,027 E mit einem
Minimalgewinn raus.
Einsatz: 9.999,99 E
Gewinn: 3,85% = 385E
Bei DMC lass ichs erstmal noch,
Sinn wäre ja gewesen merklich unter dem Einstandskurs aufzustocken,
ist ja aber mit den 2 letzten Tagen, speziell heute,
nicht mehr möglich, bin gespannt obs nochmal drunter geht.
Hab aber noch eine sehr interessant aussehende andere
Sache gefunden, daß will ich aber erstmal die nächsten Tage
noch genauer unter die Lupe nehmen
+davor auch nochmal das Unternehmen anschreiben,
wird eventuell der nächste Wert.
Gebühren werde ich grundsätzlich nicht mit berechnen,
wer will kann ja je Transaktion ein paar Euro abziehen
+muss noch dazu sagen, daß ich es nicht wirklich allzu optimal
finde hier einen Grundeinsatz von 200.000E zu nehmen,
-daß wirkt immer so großkotzig.
Aber das kann man sich ja einfach runterrechnen,
im Endeffekt kommts auf die erreichte Performance an,
vielleicht werd ich da irgendwann auch noch eine Art "Split"
(:2, :20??) vornehmen +das runterrechnen.
Wäre das Depot kurz- mittelfristig ausgerichtet (vielleicht 3- 18 Monate) würde es ganz ganz anders aussehen.
Minimalgewinn raus.
Einsatz: 9.999,99 E
Gewinn: 3,85% = 385E
Bei DMC lass ichs erstmal noch,
Sinn wäre ja gewesen merklich unter dem Einstandskurs aufzustocken,
ist ja aber mit den 2 letzten Tagen, speziell heute,
nicht mehr möglich, bin gespannt obs nochmal drunter geht.
Hab aber noch eine sehr interessant aussehende andere
Sache gefunden, daß will ich aber erstmal die nächsten Tage
noch genauer unter die Lupe nehmen
+davor auch nochmal das Unternehmen anschreiben,
wird eventuell der nächste Wert.
Gebühren werde ich grundsätzlich nicht mit berechnen,
wer will kann ja je Transaktion ein paar Euro abziehen
+muss noch dazu sagen, daß ich es nicht wirklich allzu optimal
finde hier einen Grundeinsatz von 200.000E zu nehmen,
-daß wirkt immer so großkotzig.
Aber das kann man sich ja einfach runterrechnen,
im Endeffekt kommts auf die erreichte Performance an,
vielleicht werd ich da irgendwann auch noch eine Art "Split"
(:2, :20??) vornehmen +das runterrechnen.
Wäre das Depot kurz- mittelfristig ausgerichtet (vielleicht 3- 18 Monate) würde es ganz ganz anders aussehen.
-Sabi Gold
sollen aber erst irgendwann im Laufe des Jahres gelistet
werden, und es ist noch nicht ganz klar wo,
haben sich die Rechte für ein Gebiet gesichert,
das u.a. Rio in der Vergangenheit schon mal bearbeitet
und '220m at 30% FE' festgestellt hat,
die Ironabteilung würde wahrscheinlich irgendwann
ausgegliedert werden.
www.sabigold.com
www.miningmx.com/gold_silver/340566.htm
sollen aber erst irgendwann im Laufe des Jahres gelistet
werden, und es ist noch nicht ganz klar wo,
haben sich die Rechte für ein Gebiet gesichert,
das u.a. Rio in der Vergangenheit schon mal bearbeitet
und '220m at 30% FE' festgestellt hat,
die Ironabteilung würde wahrscheinlich irgendwann
ausgegliedert werden.
www.sabigold.com
www.miningmx.com/gold_silver/340566.htm
Das hat mit DMC Mining jetzt nichts mehr zu tun,
aber vielleicht trotzdem...
www.miningmx.com/mining_fin/312515.htm
"DRC mine review public this week
Allan Seccombe
Posted: Tue, 18 Mar 2008
[miningmx.com] -- The government of the Democratic Republic of Congo (DRC) will on Thursday release its report into the mining contract review that has caused so much uncertainty amongst investors in companies operating in that country.
“This is an important step towards regularising the DRC’s mining sector, and therefore towards the development of the country,” mines minister Martin Kabwelulu said in a statement on Tuesday.
The review was put in motion by the new democratically elected government, the first in decades, which came into power early in 2007. The government decided to revisit contracts struck up under other regimes and weed out those incorrectly or fraudulently drawn up.
unambiguous grounds for termination
A high-level task team comprising a range of ministers, including Kabwelulu and Victor Kasongo, his deputy, will guide the next step in the process, which entails analysing the report and then begin discussions with mining companies.
“The task force will also identify those contracts in relation to which there are clear and unambiguous grounds for termination,” Kabwelulu said.
A leaked draft of the Revisitation Commission report in November last year recommended roughly a third of the contracts should be terminated. The news caused immediate panic in the market and a number of share prices tumbled.
Kasongo said at the Mining Indaba in Cape Town the scale of problems in the contracts had taken the commission compiling the report by surprise and meant the process was taking a lot longer than the government had initially led the market to believe.
Amongst the issues the commission uncovered were problems with contracts including excessive internal rates of return for mining companies, an undervaluation of assets contributed by the state and the inability of the government to pass laws to govern all companies equally.
“Once the task force has duly considered these analyses, as well as investor responses, the Ministry of Mines will be in contact with individual companies regarding the next stage of discussion,” Kabwelulu said.
“Based on a preliminary analysis, it is clear that there are a number of issues generic to all contracts. Part of the task force’s work will be to develop an efficient procedure to deal with these issues,” he said.
Mining companies were told in February of pertinent parts of the report and their responses have been sought.
The report will be released on www.miningcongo.cd on Thursday. Kabwelulu will hold a media briefing on Saturday morning in Kinshasa.
Duncan & Allen, Ernst & Young and Ropes & Gray participated in the analysis of some 60 contracts."
Da wären auch noch einige weiterführende Links zu davor
erschienenen Artikel bezüglich des 'DRC Reviewings'.
aber vielleicht trotzdem...
www.miningmx.com/mining_fin/312515.htm
"DRC mine review public this week
Allan Seccombe
Posted: Tue, 18 Mar 2008
[miningmx.com] -- The government of the Democratic Republic of Congo (DRC) will on Thursday release its report into the mining contract review that has caused so much uncertainty amongst investors in companies operating in that country.
“This is an important step towards regularising the DRC’s mining sector, and therefore towards the development of the country,” mines minister Martin Kabwelulu said in a statement on Tuesday.
The review was put in motion by the new democratically elected government, the first in decades, which came into power early in 2007. The government decided to revisit contracts struck up under other regimes and weed out those incorrectly or fraudulently drawn up.
unambiguous grounds for termination
A high-level task team comprising a range of ministers, including Kabwelulu and Victor Kasongo, his deputy, will guide the next step in the process, which entails analysing the report and then begin discussions with mining companies.
“The task force will also identify those contracts in relation to which there are clear and unambiguous grounds for termination,” Kabwelulu said.
A leaked draft of the Revisitation Commission report in November last year recommended roughly a third of the contracts should be terminated. The news caused immediate panic in the market and a number of share prices tumbled.
Kasongo said at the Mining Indaba in Cape Town the scale of problems in the contracts had taken the commission compiling the report by surprise and meant the process was taking a lot longer than the government had initially led the market to believe.
Amongst the issues the commission uncovered were problems with contracts including excessive internal rates of return for mining companies, an undervaluation of assets contributed by the state and the inability of the government to pass laws to govern all companies equally.
“Once the task force has duly considered these analyses, as well as investor responses, the Ministry of Mines will be in contact with individual companies regarding the next stage of discussion,” Kabwelulu said.
“Based on a preliminary analysis, it is clear that there are a number of issues generic to all contracts. Part of the task force’s work will be to develop an efficient procedure to deal with these issues,” he said.
Mining companies were told in February of pertinent parts of the report and their responses have been sought.
The report will be released on www.miningcongo.cd on Thursday. Kabwelulu will hold a media briefing on Saturday morning in Kinshasa.
Duncan & Allen, Ernst & Young and Ropes & Gray participated in the analysis of some 60 contracts."
Da wären auch noch einige weiterführende Links zu davor
erschienenen Artikel bezüglich des 'DRC Reviewings'.
"RMC to sell stake in iron ore project
Monday, 17 March 2008
Bevis Yeo
RESOURCE Mining Corporation has appointed RFC Corporate Finance as the corporate advisors for the sale of the company’s 75% stake in the Argyle iron ore project in northern Western Australia."
Monday, 17 March 2008
Bevis Yeo
RESOURCE Mining Corporation has appointed RFC Corporate Finance as the corporate advisors for the sale of the company’s 75% stake in the Argyle iron ore project in northern Western Australia."
schon etwa älter, 'Resource Mining' sollte hauptsächlich
eher vielleicht wegen dem Nickel interessant sein,
sehr gernge Bewertung derzeit, allerdings eine hohe Verwässerung
+die Resource müsste derzeit noch Inferred sein(trotzdem riiieeesig),
müsste man genauer gucken.
"RMC cranks up Wowo Gap estimate
Monday, 18 February 2008
RESOURCE Mining Corporation has completed a nickel limonite and saprolite estimation of 200 million tonnes at 0.83% nickel for its Wowo Gap nickel project in PNG."
eher vielleicht wegen dem Nickel interessant sein,
sehr gernge Bewertung derzeit, allerdings eine hohe Verwässerung
+die Resource müsste derzeit noch Inferred sein(trotzdem riiieeesig),
müsste man genauer gucken.
"RMC cranks up Wowo Gap estimate
Monday, 18 February 2008
RESOURCE Mining Corporation has completed a nickel limonite and saprolite estimation of 200 million tonnes at 0.83% nickel for its Wowo Gap nickel project in PNG."
"MIDWEST CORPORATION LIMITED
Australia
Takeover target Midwest Corporation Ltd has challenged its state-owned Chinese suitor to raise its bid for the company by 25 per cent if it wants control of the Perth-based company's valuable iron ore assets, reports the Australian Associated Press."
Australia
Takeover target Midwest Corporation Ltd has challenged its state-owned Chinese suitor to raise its bid for the company by 25 per cent if it wants control of the Perth-based company's valuable iron ore assets, reports the Australian Associated Press."
International Iron and Steel Institute
www.worldsteel.org
www.worldsteel.org
mal ein paar mögliche Infoquellen...
eine Menge über Stahl und Eisen
www.seaisi.org
www.seaisi.org/data/news_images/newsletter_pdf_2008022913380…
Iron and Steel Statistics Bureau
www.issb.co.uk
Iron Ore Mining in Africa
(mind. Spere I., Mano River +HE-5 Resources werden erwähnt
oder sind betroffen)
www.afristeel.org/African%20mining%20overview.pdf
www.steelguru.com
www.steelonthenet.com
www.infomine.com/commodities/iron.asp
eine Menge über Stahl und Eisen
www.seaisi.org
www.seaisi.org/data/news_images/newsletter_pdf_2008022913380…
Iron and Steel Statistics Bureau
www.issb.co.uk
Iron Ore Mining in Africa
(mind. Spere I., Mano River +HE-5 Resources werden erwähnt
oder sind betroffen)
www.afristeel.org/African%20mining%20overview.pdf
www.steelguru.com
www.steelonthenet.com
www.infomine.com/commodities/iron.asp
Schau mal hier:
http://spreadsheets.google.com/pub?key=pSvrnHoPCA_n1LxRkQQup…
Vielleicht kann man so etwas als Basis für eine Explorer-Tabelle verwenden?
tommy
http://spreadsheets.google.com/pub?key=pSvrnHoPCA_n1LxRkQQup…
Vielleicht kann man so etwas als Basis für eine Explorer-Tabelle verwenden?
tommy
Sieht super aus, finde ich.
Genau das gleiche wollte ich eigentlich auch vorschlagen.
(nachdem ich mir vor kurzem mal den Link von 'Coxos', Posting11,
in Deinem neuen "Explorer-Research" Thread angeguckt habe)
Genau damit will ich jetzt auch versuchen mein
virtuelles Depot besser zu gestalten.
-eine speziell gute Sache daran wäre ja,
daß man über diese Google-Dokumente auch mit mehreren
Leuten an einer Sache arbeiten kann.
kurz: Ich wär dabei!!
Genau das gleiche wollte ich eigentlich auch vorschlagen.
(nachdem ich mir vor kurzem mal den Link von 'Coxos', Posting11,
in Deinem neuen "Explorer-Research" Thread angeguckt habe)
Genau damit will ich jetzt auch versuchen mein
virtuelles Depot besser zu gestalten.
-eine speziell gute Sache daran wäre ja,
daß man über diese Google-Dokumente auch mit mehreren
Leuten an einer Sache arbeiten kann.
kurz: Ich wär dabei!!
der Link war gemeint:
http://docs.google.com/TeamPresent?docid=ddvvqqdv_25c5shmtdb…
http://docs.google.com/TeamPresent?docid=ddvvqqdv_25c5shmtdb…
Wen vielleicht ein interessanter, breit aufgestellter
Allrounder interessiert, der sollte sich vielleicht mal:
'Metallica Minerals Ltd.' angucken.
www.metallicaminerals.com.au
Haben die verschiedensten Sachen im Portfolio,
ein IPO einer Beteiligung steht demnächst aus,
es wurde gerade ein Agreement mit 'BHP' bekanntgegeben
+noch einige andere Sachen.
Allrounder interessiert, der sollte sich vielleicht mal:
'Metallica Minerals Ltd.' angucken.
www.metallicaminerals.com.au
Haben die verschiedensten Sachen im Portfolio,
ein IPO einer Beteiligung steht demnächst aus,
es wurde gerade ein Agreement mit 'BHP' bekanntgegeben
+noch einige andere Sachen.
gerade schon im entsprechenden Thread gepostet,
das 2te Placement in Recht kurzer Zeit...
"RAYTEC METALS CORP.
Canada
Raytec Metals announced a non-brokered private placement of eight to 9.3 million units at 45 cents per unit to raise about Can$4.2 million. Each unit will consist of one common share and one-half of one non-transferable share purchase warrant. Each whole warrant may be exercisable for a period of two years to acquire an additional common share of the company at a price of 75 cents per whole share purchase warrant. The proceeds of the placement will be used for advancement of the company's newly acquired potash properties and for general working capital."
das 2te Placement in Recht kurzer Zeit...
"RAYTEC METALS CORP.
Canada
Raytec Metals announced a non-brokered private placement of eight to 9.3 million units at 45 cents per unit to raise about Can$4.2 million. Each unit will consist of one common share and one-half of one non-transferable share purchase warrant. Each whole warrant may be exercisable for a period of two years to acquire an additional common share of the company at a price of 75 cents per whole share purchase warrant. The proceeds of the placement will be used for advancement of the company's newly acquired potash properties and for general working capital."
Neuaufnahme
Platinex Inc., zu 0,30 C$,
ob's jetzt kurzfristig optimal ist, kann ich nicht
wirklich sagen, längerfristig denke ich schon.
Bei Platinex könnte es -ganz eventuell- sein, daß ich die
schon wieder kurzfristig rausnehme -die Rückantwort von Denen
steht noch aus-, aber ich denke ziemlich sicher nicht,
Abrechnng in Kürze.
Bei 'Altona Resources' bin ich seit Anfang an ganz arg
am überlegen, die folgen wahrsch. demnächst,
da schon jetzt nur noch 2 Positionen frei wären,
lass ich das mit dem aufstocken bei DMC höchstwahrscheinlich
-aber halt auch nur genau deswegen!
Die nächste Depotübersicht versuche ich über diese
Google-Dokumente, ich glaub das wird um Klassen besser,
mal sehen.
Anzumerken ist auch, daß das Depot längerfristig sehr sehr
stark -m. Auffassung nach- chancenorientiert ausgelegt ist
-und damit dann durchaus auch einiges spekulativer.
Ich gehe eigentlich von einem ziemlich großem Erfolg aus
+wenn der sich m.d. Zeit tatsächlich einstellen sollte,
dann kann das ja vielleicht durchaus eine Alternative für
konkrete Anlageideen sein/werden.
Aber davor lass ich das in dem Sinne gern
"auf den Prüfstand" stellen.
Sollten Werte hier die 100%-Marke erreichen,
werd ich voraussichtlich desöfteren mal den Einsatzwert
abziehen -um neue Sachen, Ideen umsetzen zu können,
gleiches dann natürlich bei 200, 300% ...
-wenn es den jemals dazu kommen sollte.
Aber langfristig möchte ich hier versuchen auch konkrete,
nachvollziehbare -sehr sehr starke- Anlagemöglichkeiten
aufzuzeigen +festzuhalten,
(wie Tommy auch mal meinte
-BBriefe sind einfach nicht nötig)
ich versuch so ziemlich alles, um den potenziellen Hebel so groß
wie nur möglich werden zu lassen.
Hoffe das funktioniert.
Platinex Inc., zu 0,30 C$,
ob's jetzt kurzfristig optimal ist, kann ich nicht
wirklich sagen, längerfristig denke ich schon.
Bei Platinex könnte es -ganz eventuell- sein, daß ich die
schon wieder kurzfristig rausnehme -die Rückantwort von Denen
steht noch aus-, aber ich denke ziemlich sicher nicht,
Abrechnng in Kürze.
Bei 'Altona Resources' bin ich seit Anfang an ganz arg
am überlegen, die folgen wahrsch. demnächst,
da schon jetzt nur noch 2 Positionen frei wären,
lass ich das mit dem aufstocken bei DMC höchstwahrscheinlich
-aber halt auch nur genau deswegen!
Die nächste Depotübersicht versuche ich über diese
Google-Dokumente, ich glaub das wird um Klassen besser,
mal sehen.
Anzumerken ist auch, daß das Depot längerfristig sehr sehr
stark -m. Auffassung nach- chancenorientiert ausgelegt ist
-und damit dann durchaus auch einiges spekulativer.
Ich gehe eigentlich von einem ziemlich großem Erfolg aus
+wenn der sich m.d. Zeit tatsächlich einstellen sollte,
dann kann das ja vielleicht durchaus eine Alternative für
konkrete Anlageideen sein/werden.
Aber davor lass ich das in dem Sinne gern
"auf den Prüfstand" stellen.
Sollten Werte hier die 100%-Marke erreichen,
werd ich voraussichtlich desöfteren mal den Einsatzwert
abziehen -um neue Sachen, Ideen umsetzen zu können,
gleiches dann natürlich bei 200, 300% ...
-wenn es den jemals dazu kommen sollte.
Aber langfristig möchte ich hier versuchen auch konkrete,
nachvollziehbare -sehr sehr starke- Anlagemöglichkeiten
aufzuzeigen +festzuhalten,
(wie Tommy auch mal meinte
-BBriefe sind einfach nicht nötig)
ich versuch so ziemlich alles, um den potenziellen Hebel so groß
wie nur möglich werden zu lassen.
Hoffe das funktioniert.
bei Raytec wurde die Finazierungsrunde sogar kurzfristig
nochmal aufgestockt, hab ich erst jetzt gesehen...
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
nochmal aufgestockt, hab ich erst jetzt gesehen...
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
-Lara Exploration, seit kurzem
-Champion Minerals
-Luiri Gold
-Champion Minerals
-Luiri Gold
Ich kann falsch liegen, aber gefühlsmässig würde
ich sagen -es gibt nicht mehr allzuviel
weitere Iron-Werte.
ich sagen -es gibt nicht mehr allzuviel
weitere Iron-Werte.
-Prime Minerals
Antwort auf Beitrag Nr.: 33.709.067 von Popeye82 am 23.03.08 00:09:52Hallo! also consolidated thompson finde ich wirklich richtig gut. warum so ein grosses Risiko eingehen bei so kleinen Explorern, wenn man ein fortgeschrittenes Unternehmen so günstig kaufen kann. Das risiko ist bei cosolidated thompson viel geringer, und die Gewinnchance ist viel höher, da sie in einem Jahr mit der Produktion beginnen.
Gruss Christian
Gruss Christian
ABSOLUT richtig!
-Trotzdem hoffe ich längerfristig genau "aufzeigen"
zu können WARUM!,
aber da wird eine 1ste ernsthafe Einschätzung wahrscheinlich
erst in etwa 2 Jahren möglich sein.
Als Nearterm-Produzent dürfte 'Consolidated Thompson'
glaube ich(im Eisensektor) einer der besten Werte überhaupt sein
(will ich kein bisschen bestreiten).
Aber mein Ziel wäre es -wie erwähnt- den Hebel so groß wie
nur möglich -bei akzeptablen Risiken- werden zu lassen,
man schaue sich bspw. 'Gossan', 'Mosquito Consolidated',
'Adriana Resources' oder auch andere an
-ich glaube das müsste verdeutlichen was ich meine/
versuchen möchte.
Wie sich das alles entwickelt hab ich keine Ahnung,
bin ich selber sehr gespannt.
-Trotzdem hoffe ich längerfristig genau "aufzeigen"
zu können WARUM!,
aber da wird eine 1ste ernsthafe Einschätzung wahrscheinlich
erst in etwa 2 Jahren möglich sein.
Als Nearterm-Produzent dürfte 'Consolidated Thompson'
glaube ich(im Eisensektor) einer der besten Werte überhaupt sein
(will ich kein bisschen bestreiten).
Aber mein Ziel wäre es -wie erwähnt- den Hebel so groß wie
nur möglich -bei akzeptablen Risiken- werden zu lassen,
man schaue sich bspw. 'Gossan', 'Mosquito Consolidated',
'Adriana Resources' oder auch andere an
-ich glaube das müsste verdeutlichen was ich meine/
versuchen möchte.
Wie sich das alles entwickelt hab ich keine Ahnung,
bin ich selber sehr gespannt.
jedem seine Strrategie -kein Problem.
6.03.2008
Pilbara Iron Ore Project
- Major New Drill Target at Jumbo Junction Identified
www.unitedminerals.com.au/documents/290.pdf
Pilbara Iron Ore Project
- Major New Drill Target at Jumbo Junction Identified
www.unitedminerals.com.au/documents/290.pdf
ich möchte hier eine riesen "Wertschöpfung" schaffen
-ob ich's schaffe muss/will ich -erst noch- unter Beweis stellen.
letzte Researchs zu 'United Minerals'
29.01.08 - 'World Mining Stocks'
www.unitedminerals.com.au/documents/286.pdf
11.03.08 - Aegis Research Junior Resources Review
www.unitedminerals.com.au/documents/294.pdf
18.03.08 - Hogan & Partners Report
www.unitedminerals.com.au/documents/293.pdf
-ob ich's schaffe muss/will ich -erst noch- unter Beweis stellen.
letzte Researchs zu 'United Minerals'
29.01.08 - 'World Mining Stocks'
www.unitedminerals.com.au/documents/286.pdf
11.03.08 - Aegis Research Junior Resources Review
www.unitedminerals.com.au/documents/294.pdf
18.03.08 - Hogan & Partners Report
www.unitedminerals.com.au/documents/293.pdf
African Minerals Ltd.
06.03.08 - Proposed Acquisition
www.african-minerals.com/News/RNS_Announcements/RnsNews.aspx…
(grab samples of 4.69% nickel and 6.82g/t PGEs with some spectacular grades of 16.9% nickel and 18.1% copper)
06.03.08 - Proposed Acquisition
www.african-minerals.com/News/RNS_Announcements/RnsNews.aspx…
(grab samples of 4.69% nickel and 6.82g/t PGEs with some spectacular grades of 16.9% nickel and 18.1% copper)
-Baobab Resources PLC
ich vermute, daß die hochspannend sind,
komme aber einfach nicht auf Deren Website,
hab nur einiges auf www.minesite.com gelesen,
ein aktuelles Research:
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
(man gucke sich mal die Sharestructure an
-über 70% in festen Händen!!)
ich vermute, daß die hochspannend sind,
komme aber einfach nicht auf Deren Website,
hab nur einiges auf www.minesite.com gelesen,
ein aktuelles Research:
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
(man gucke sich mal die Sharestructure an
-über 70% in festen Händen!!)
www.minesite.com/index.php?id=singlenews&no_cache=1&tx_ttnew…
"February 18, 2008
Beowulf Mining Starts Drilling at Ballek
By Rob Davies
Sweden has long been known as a well mineralised country. Beowulf Mining is one of the latest companies to try its luck there. Chairman Bob Young told Minews that drilling started on its best Swedish prospect at Ballek on 5th January. Ballek, he says, is an IOCGU (iron oxide-copper-gold-uranium) target that shows some similarities to BHPBilliton’s massive Olympic Dam property. He makes this comparison following discussions with Ian Duncan, chairman of Energy Ventures, which is the largest shareholder in Agricola, Beowulf’s sister company and joint venture partner in Ballek. Ian Duncan was formerly general manager at Olympic Dam so he ought to know what he’s talking about. On the deal he has negotiated with Beowulf, Agricola could end up with a 70% stake in Ballek. That would arise if it spent an additional $500,000 on exploration in addition to funding this year’s programme. But in the meantime, Agricola will earn 51 per cent from funding this year’s programme of nine drill holes and 3,300 metres of drilling. The keenness of both partners is demonstrated by the fact that drilling has started already in early January when the temperature is as low minus 26 centigrade.
Although the deposit has been known for a long time it is only recent geophysical work that has given the partners the confidence to start drilling. In the 1980s twenty or thirty holes were drilled by the Swedish Geological Survey. These were used to define a resource of 5.1 million tonnes at a grade of 0.73 per cent copper, 0.25 grammes per tonne gold Au and 7 grammes per tonne silver, although those numbers are historic and not robust enough to meet current JORC standards. The most recent work has been 20 line kilometres of induced polarisation and 28 kilometres of ground magnetic surveys, results from which have gone towards building up a more detailed picture and the identification of eight targets. These targets were chosen on the basis of the best co-incident induced polarisation, magnetic and gravity anomalies. The region is on the Skelleftea shear zone, which, 300 miles away, hosts the old Boliden mine. To the north are the Kiruna and Malmberget iron ore mines, so it certainly counts as elephant country. Outcrops are limited in this heavily forested area but the samples that have been recovered show blebs of copper sulphides, while old drill core contains magnetite-actinolite-chalcopyrite breccias that are similar to IOCG deposits in other parts of the world.
Ballek is the company’s top priority but Bob Young is also keen to stress his optimism for the Ruoutevare iron and titanium property in the remote far north of the country. An earlier study by the Swedish Geological Survey identified a resource of 116 million tonnes at a grade of 38.3% Fe and 5.6% TiO2. Its relatively low iron ore grade and titanium content make the project less attractive than some competing projects. Even so, with iron ore prices rising steadily, a conceptual study by Raw Materials Group found that a large tonnage operation, over 10 million tonnes a year, could be viable as long as a reasonable solution to the transport problems could be found.
With this year’s exploration programme funded, Beowulf is offering plenty of upside if the drill holes at Ballek deliver what the geologists are hoping for. And there’s an iron ore deposit thrown in as well."
"February 18, 2008
Beowulf Mining Starts Drilling at Ballek
By Rob Davies
Sweden has long been known as a well mineralised country. Beowulf Mining is one of the latest companies to try its luck there. Chairman Bob Young told Minews that drilling started on its best Swedish prospect at Ballek on 5th January. Ballek, he says, is an IOCGU (iron oxide-copper-gold-uranium) target that shows some similarities to BHPBilliton’s massive Olympic Dam property. He makes this comparison following discussions with Ian Duncan, chairman of Energy Ventures, which is the largest shareholder in Agricola, Beowulf’s sister company and joint venture partner in Ballek. Ian Duncan was formerly general manager at Olympic Dam so he ought to know what he’s talking about. On the deal he has negotiated with Beowulf, Agricola could end up with a 70% stake in Ballek. That would arise if it spent an additional $500,000 on exploration in addition to funding this year’s programme. But in the meantime, Agricola will earn 51 per cent from funding this year’s programme of nine drill holes and 3,300 metres of drilling. The keenness of both partners is demonstrated by the fact that drilling has started already in early January when the temperature is as low minus 26 centigrade.
Although the deposit has been known for a long time it is only recent geophysical work that has given the partners the confidence to start drilling. In the 1980s twenty or thirty holes were drilled by the Swedish Geological Survey. These were used to define a resource of 5.1 million tonnes at a grade of 0.73 per cent copper, 0.25 grammes per tonne gold Au and 7 grammes per tonne silver, although those numbers are historic and not robust enough to meet current JORC standards. The most recent work has been 20 line kilometres of induced polarisation and 28 kilometres of ground magnetic surveys, results from which have gone towards building up a more detailed picture and the identification of eight targets. These targets were chosen on the basis of the best co-incident induced polarisation, magnetic and gravity anomalies. The region is on the Skelleftea shear zone, which, 300 miles away, hosts the old Boliden mine. To the north are the Kiruna and Malmberget iron ore mines, so it certainly counts as elephant country. Outcrops are limited in this heavily forested area but the samples that have been recovered show blebs of copper sulphides, while old drill core contains magnetite-actinolite-chalcopyrite breccias that are similar to IOCG deposits in other parts of the world.
Ballek is the company’s top priority but Bob Young is also keen to stress his optimism for the Ruoutevare iron and titanium property in the remote far north of the country. An earlier study by the Swedish Geological Survey identified a resource of 116 million tonnes at a grade of 38.3% Fe and 5.6% TiO2. Its relatively low iron ore grade and titanium content make the project less attractive than some competing projects. Even so, with iron ore prices rising steadily, a conceptual study by Raw Materials Group found that a large tonnage operation, over 10 million tonnes a year, could be viable as long as a reasonable solution to the transport problems could be found.
With this year’s exploration programme funded, Beowulf is offering plenty of upside if the drill holes at Ballek deliver what the geologists are hoping for. And there’s an iron ore deposit thrown in as well."
mal ein 1ster Versuch(vorheriges Posting),
das besser zu gestalten, versuche das noch deutlich zu verbessern,
komme mit diesen Google-Dokumenten noch nicht so ganz klar,
nur ein erster Versuch.
das besser zu gestalten, versuche das noch deutlich zu verbessern,
komme mit diesen Google-Dokumenten noch nicht so ganz klar,
nur ein erster Versuch.
"Atlas targets 120-180Mt of iron ore
Tuesday, 25 March 2008
Colin Jacoby
EMERGING iron ore play Atlas Iron says geological mapping and surface sampling of its tenements in Western Australia’s Pilbara has highlighted exploration targets with a combined potential for 120-180 million tonnes of iron ore grading at 57-60% iron, a fourfold increase on previous reports."
Tuesday, 25 March 2008
Colin Jacoby
EMERGING iron ore play Atlas Iron says geological mapping and surface sampling of its tenements in Western Australia’s Pilbara has highlighted exploration targets with a combined potential for 120-180 million tonnes of iron ore grading at 57-60% iron, a fourfold increase on previous reports."
Ein beim Eisenerz(wie natürlich auch bei versch. anderen
Rohstoffen) ziemlich relevanter Gedanke sollte auch sein:
Europa hat einen jährlichen Bedarf von 200Mio t an Eisenerz
-ist aber nur für 30Mio t der jährlichen Prod. verantwortlich
(wovon 23Mio t aus Schweden kommen)
-schon eine nette Differenz!
(Quelle: vorletzte Tertiary Minerals Presentation)
Da die Transportkosten die Marge ganz wesentlich mitbestimmen,
sollte man -wenn man denn etwas finden sollte-,
europäische Unternehmen nochmal speziell in den Fokus nehmen
(wobei es da nichts allzunennenswertes geben dürfte),
oder aber alternativ dann halt die geographisch
naheliegendsten.
Anfänglich dürfte es -vermute ich- kaum etwas ausmachen,
aber umso näher es an die Produktion geht
-umso mehr sollte es dann nochmals -margenbedingt- zu einem
"finalen Bewertungskick/Aufschlag" kommen.
Wie sich das dann speziell darstellt, wäre natürlich
jeweils individuell unter die Lupe zu nehmen,
aber das sollte ein nicht zu unterschätzender Faktor sein,
'Northland Resources' sollte dafür wahrsch. ein Beispiel sein.
Rohstoffen) ziemlich relevanter Gedanke sollte auch sein:
Europa hat einen jährlichen Bedarf von 200Mio t an Eisenerz
-ist aber nur für 30Mio t der jährlichen Prod. verantwortlich
(wovon 23Mio t aus Schweden kommen)
-schon eine nette Differenz!
(Quelle: vorletzte Tertiary Minerals Presentation)
Da die Transportkosten die Marge ganz wesentlich mitbestimmen,
sollte man -wenn man denn etwas finden sollte-,
europäische Unternehmen nochmal speziell in den Fokus nehmen
(wobei es da nichts allzunennenswertes geben dürfte),
oder aber alternativ dann halt die geographisch
naheliegendsten.
Anfänglich dürfte es -vermute ich- kaum etwas ausmachen,
aber umso näher es an die Produktion geht
-umso mehr sollte es dann nochmals -margenbedingt- zu einem
"finalen Bewertungskick/Aufschlag" kommen.
Wie sich das dann speziell darstellt, wäre natürlich
jeweils individuell unter die Lupe zu nehmen,
aber das sollte ein nicht zu unterschätzender Faktor sein,
'Northland Resources' sollte dafür wahrsch. ein Beispiel sein.
Habe ich gerade durch Tommys neuen Hauptthread gesehen...
Es ist vorerst nur eine Absichtserklärung,
sollte grundsätzlich aber -zusätzlich- als ziemlich
verheissungsvoll anzusehen sein.
Da es ziemlich nahe an 'New Millennium Capitals'
LAbMag und KéMag-Projekten/Vorkommen liegt(die man sich wirklich mal angucken sollte),
könnten sich später -sofern wirtschaftlich
nutzbare Vorkomen identifiziert werden- sehr deutliche
Synergieeffekte für beide Seiten ergeben
-die Region sollte jedenfalls -mit Blick auf NMC-
alles andere als nicht aussichtsreich sein.
(das Adriana noch die ein oder andere Akquisition tätigen wird,
da war ich mir schon länger annähernd sicher)
www.adrianaresources.com/s/NewsReleases.asp?ReportID=292926&…
"March 25, 2008
Adriana Acquires Labrador Trough Iron Prospect
Adriana Resources Inc. ("Adriana" or the "Company") -- TSX-V: ADI is pleased to announce it has signed a Memorandum Of Understanding ("MOU") to acquire a 100% interest in the Bedford Iron Prospect (the "Property"), consisting of 94 mineral claims covering 2,350 hectares, located within the Labrador Trough of northeastern Labrador. Subsequently, Adriana staked an additional 82 mineral claims totalling 2,050 hectares, directly adjacent to the Bedford Iron Prospect claims, which brings the total combined land package to 4,400 hectares. The property is located 27 kilometres northeast of the town of Schefferville, Québec on the east side of Howells River.
The Property, formerly held by the Iron Ore Company of Canada as part of its designated Blocks 19 and 103 holdings, covers a significant government aeromagnetic anomaly strategically located within 3 kilometres of the LabMag iron deposit and within 12 kilometres of the KéMag iron deposit, both held by New Millennium Capital Corp. The Property is also within close proximity to several Direct Shipping Iron Ore deposits previously owned by the Iron Ore Company of Canada which operated mines in the area from 1954 to 1982. New Millennium Capital Corp. recently announced plans to develop a Direct Shipping Ore operation in order to take advantage of current shortages of iron ore in the world market place.
Adriana can acquire a 100% interest in the Property from Bedford Resources Partners Inc. ("Bedford") by making escalating payments totalling $200,000 over the six-year option period, including $15,000 In the first year, and by conducting exploration designed to advance the project to pre-feasibility stage, within the option period. Pursuant to the MOU, Adriana is to pay Bedford a 1.5% royalty from the sale of iron mined from the property, subject to the Company's option to buy down 50% of the royalty at fair market value at anytime following completion of a bankable feasibility study.
Historic public records, mostly from work carried out in the 1970s, reference "high priority targets for possible taconite deposits" in the Howells River area. Adriana is in the process of collecting all available data on the property and the surrounding area with the intent of initiating an exploration program in the summer of 2008. The planned program would consist of geological and geophysical surveying, outcrop sampling and, if warranted, preliminary orientation drilling.
Adriana also has an option to earn 100% interest in the Lac Otelnuk Iron Project located 165 kilometres northeast of Schefferville, within the Labrador Trough, where the Company has an advanced diamond drilling program designed to delineate a multi-billion tonne NI 43-101 compliant inferred resource. Technical staff and helicopter support assigned to the Lac Otelnuk project will be available to support early stage exploration on the Bedford Iron Prospect during the coming summer field season.
Mr. Frank Condon, P.Eng., a Director of the Company and a qualified person as defined by National Instrument 43-101, has reviewed and approved the technical disclosure contained in this news release.
About Lac Otelnuk Iron Project
The Lac Otelnuk Project is located 165 kilometres northwest of Schefferville, Québec, in the Labrador Trough and consists of 600 mineral claims covering approximately 28,920 hectares. The Lac Otelnuk deposit is a Lake Superior-type iron formation (taconite), which has been identified over a strike length of approximately 25 kilometres based on geological and geophysical mapping and exploration drilling in the 1970s. The deposit is nearly flat lying and dips gently to the northeast.
About Adriana Resources Inc.
Adriana's goal is to become a fully integrated iron ore producer through continued development of its iron ore port facility in Brazil, through acquisition of iron ore mineral resources in Brazil, and the advancement of the Lac Otelnuk Iron Project in Quebec, Canada.
For more information, contact Robert Ferguson or Ali Sinawi at (604) 629-0250 or toll free at (877) 629-0150 or visit the Company's website at www.adrianaresources.com.
ON BEHALF OF ADRIANA RESOURCES INC.
"Michael J. Beley"
President"
Adriana sollte man sich m.M. nach auch unbedingt genauer angucken,
die Rendite könnte längerfristig sehr heftig werden.
Es ist vorerst nur eine Absichtserklärung,
sollte grundsätzlich aber -zusätzlich- als ziemlich
verheissungsvoll anzusehen sein.
Da es ziemlich nahe an 'New Millennium Capitals'
LAbMag und KéMag-Projekten/Vorkommen liegt(die man sich wirklich mal angucken sollte),
könnten sich später -sofern wirtschaftlich
nutzbare Vorkomen identifiziert werden- sehr deutliche
Synergieeffekte für beide Seiten ergeben
-die Region sollte jedenfalls -mit Blick auf NMC-
alles andere als nicht aussichtsreich sein.
(das Adriana noch die ein oder andere Akquisition tätigen wird,
da war ich mir schon länger annähernd sicher)
www.adrianaresources.com/s/NewsReleases.asp?ReportID=292926&…
"March 25, 2008
Adriana Acquires Labrador Trough Iron Prospect
Adriana Resources Inc. ("Adriana" or the "Company") -- TSX-V: ADI is pleased to announce it has signed a Memorandum Of Understanding ("MOU") to acquire a 100% interest in the Bedford Iron Prospect (the "Property"), consisting of 94 mineral claims covering 2,350 hectares, located within the Labrador Trough of northeastern Labrador. Subsequently, Adriana staked an additional 82 mineral claims totalling 2,050 hectares, directly adjacent to the Bedford Iron Prospect claims, which brings the total combined land package to 4,400 hectares. The property is located 27 kilometres northeast of the town of Schefferville, Québec on the east side of Howells River.
The Property, formerly held by the Iron Ore Company of Canada as part of its designated Blocks 19 and 103 holdings, covers a significant government aeromagnetic anomaly strategically located within 3 kilometres of the LabMag iron deposit and within 12 kilometres of the KéMag iron deposit, both held by New Millennium Capital Corp. The Property is also within close proximity to several Direct Shipping Iron Ore deposits previously owned by the Iron Ore Company of Canada which operated mines in the area from 1954 to 1982. New Millennium Capital Corp. recently announced plans to develop a Direct Shipping Ore operation in order to take advantage of current shortages of iron ore in the world market place.
Adriana can acquire a 100% interest in the Property from Bedford Resources Partners Inc. ("Bedford") by making escalating payments totalling $200,000 over the six-year option period, including $15,000 In the first year, and by conducting exploration designed to advance the project to pre-feasibility stage, within the option period. Pursuant to the MOU, Adriana is to pay Bedford a 1.5% royalty from the sale of iron mined from the property, subject to the Company's option to buy down 50% of the royalty at fair market value at anytime following completion of a bankable feasibility study.
Historic public records, mostly from work carried out in the 1970s, reference "high priority targets for possible taconite deposits" in the Howells River area. Adriana is in the process of collecting all available data on the property and the surrounding area with the intent of initiating an exploration program in the summer of 2008. The planned program would consist of geological and geophysical surveying, outcrop sampling and, if warranted, preliminary orientation drilling.
Adriana also has an option to earn 100% interest in the Lac Otelnuk Iron Project located 165 kilometres northeast of Schefferville, within the Labrador Trough, where the Company has an advanced diamond drilling program designed to delineate a multi-billion tonne NI 43-101 compliant inferred resource. Technical staff and helicopter support assigned to the Lac Otelnuk project will be available to support early stage exploration on the Bedford Iron Prospect during the coming summer field season.
Mr. Frank Condon, P.Eng., a Director of the Company and a qualified person as defined by National Instrument 43-101, has reviewed and approved the technical disclosure contained in this news release.
About Lac Otelnuk Iron Project
The Lac Otelnuk Project is located 165 kilometres northwest of Schefferville, Québec, in the Labrador Trough and consists of 600 mineral claims covering approximately 28,920 hectares. The Lac Otelnuk deposit is a Lake Superior-type iron formation (taconite), which has been identified over a strike length of approximately 25 kilometres based on geological and geophysical mapping and exploration drilling in the 1970s. The deposit is nearly flat lying and dips gently to the northeast.
About Adriana Resources Inc.
Adriana's goal is to become a fully integrated iron ore producer through continued development of its iron ore port facility in Brazil, through acquisition of iron ore mineral resources in Brazil, and the advancement of the Lac Otelnuk Iron Project in Quebec, Canada.
For more information, contact Robert Ferguson or Ali Sinawi at (604) 629-0250 or toll free at (877) 629-0150 or visit the Company's website at www.adrianaresources.com.
ON BEHALF OF ADRIANA RESOURCES INC.
"Michael J. Beley"
President"
Adriana sollte man sich m.M. nach auch unbedingt genauer angucken,
die Rendite könnte längerfristig sehr heftig werden.
DRC's mine review holds some surprises
www.miningmx.com/mining_fin/366691.htm
www.miningmx.com/mining_fin/366691.htm
wie erwähnt...
www.miningmx.com/gold_silver/340566.htm
"Sabie Gold prepares polymetal prospect for listing
Allan Seccombe
Posted: Wed, 19 Mar 2008
[miningmx.com] -- SABIE Gold will list late in 2008, bringing to the market a gold, nickel and zinc deposit in South Africa as well as an iron ore prospecting right in the country, CEO Dave Reeves said on Wednesday.
Sabie was formed by Reeves, Roy Pitchford, the man who has had two companies bought from under him by Impala Platinum, and Russell Lamming to create value from the polymetal deposit near Malelane in Mpumalanga province, north of Swaziland.
The listing in the fourth quarter of 2008 would raise not less than $10m towards a bankable feasibility study over coming years, Reeves said, adding no decision had been made on the domicile for the listing.
can’t bear the waiting and suspense
Drilling is underway and should be completed by June, later than the expected March, because of difficult ground conditions and mechanical problems for the two on-site drills. There is a thick seam of weathered rock, which breaks into small pieces during diamond core drilling.
The laboratory results have also been coming in slower than Sabie had hoped; taking up to four months, but Sabie is now using a lab in Ireland, which is turning samples around in just two weeks. “We are sending our results there because we can’t bear the waiting and suspense."
“The geology is looking to be much as we predicted,” Reeves said. “We’ve still got a long way to go.”
The drilling is confirmatory work, mostly twinning holes sunk by Shell and South African steel group Iscor (now ArcelorMittal SA) in the 1980s and which showed gold, zinc and nickel mineralisation.
“This will give us an initial resource to allow a scoping study to be undertaken. It will form the basis for a listing later in the year,” Reeves said.
The decision on where to list, be it the JSE, which Pitchford has said he leans towards, ASX, TSX or London, will be made closer to the time, he said.
“We’ve talked to brokers in Johannesburg and there’s a fair bit of interest. We have some management based in Australia,” he said.
“Toronto’s always been strong on the gold market but with the liquidity crisis in the US you’ve got to be concerned about the flow of funds to the TSX. AIM has always been a good backer of African projects and our team is well known there.”
Any mine, expected to be open cast, exploiting the deposit should generate half its revenue from gold, with nickel making up 30% and zinc 20%. The drilling is averaging a depth of 350 metres.
In the second round of drilling, Sabie is thinking of using a reverse circulation drill to burrow some 100 metres down, through the weathered material, before using the diamond drills, which will hopefully speed up the drilling process in the pre-feasibility and bankable studies.
There are a number of other prospects, which don’t lend themselves to massive mining because they are the smaller-scale Barberton greenstone material.
“We’re in the process of acquiring data off another company regarding a number of gold deposits in the area with a view if you have a central plant you will open up a number of other things that would be too small or difficult by themselves,” Reeves said.
“They could provide a nice sweetener at the start. Some of them are on our tenements already. We won’t be purchasing anything as such,” he said.
Sabie has applied for a prospecting right over an iron ore deposit in the region, which was drilled by Rio Tinto and which Iscor mined in a limited way. The iron ore is held by a wholly owned Sabie subsidiary.
“We haven’t decided whether to spin the iron ore out into a separate company. We’ll probably list with the iron ore in there, but we’ll wait for the advisors to test the market at the time,” Reeves said.
The right should be granted in May and aeromagnetic surveys are being flow over the prospect, which has been well mapped in the past. Rio delineated some 220 metres at mid-30% magnetite iron.
The iron ore would be destined for the export market via the Maputo harbour, which is some 150km east along a nearby railway. “Infrastructurally, it’s wonderful.”"
www.miningmx.com/gold_silver/340566.htm
"Sabie Gold prepares polymetal prospect for listing
Allan Seccombe
Posted: Wed, 19 Mar 2008
[miningmx.com] -- SABIE Gold will list late in 2008, bringing to the market a gold, nickel and zinc deposit in South Africa as well as an iron ore prospecting right in the country, CEO Dave Reeves said on Wednesday.
Sabie was formed by Reeves, Roy Pitchford, the man who has had two companies bought from under him by Impala Platinum, and Russell Lamming to create value from the polymetal deposit near Malelane in Mpumalanga province, north of Swaziland.
The listing in the fourth quarter of 2008 would raise not less than $10m towards a bankable feasibility study over coming years, Reeves said, adding no decision had been made on the domicile for the listing.
can’t bear the waiting and suspense
Drilling is underway and should be completed by June, later than the expected March, because of difficult ground conditions and mechanical problems for the two on-site drills. There is a thick seam of weathered rock, which breaks into small pieces during diamond core drilling.
The laboratory results have also been coming in slower than Sabie had hoped; taking up to four months, but Sabie is now using a lab in Ireland, which is turning samples around in just two weeks. “We are sending our results there because we can’t bear the waiting and suspense."
“The geology is looking to be much as we predicted,” Reeves said. “We’ve still got a long way to go.”
The drilling is confirmatory work, mostly twinning holes sunk by Shell and South African steel group Iscor (now ArcelorMittal SA) in the 1980s and which showed gold, zinc and nickel mineralisation.
“This will give us an initial resource to allow a scoping study to be undertaken. It will form the basis for a listing later in the year,” Reeves said.
The decision on where to list, be it the JSE, which Pitchford has said he leans towards, ASX, TSX or London, will be made closer to the time, he said.
“We’ve talked to brokers in Johannesburg and there’s a fair bit of interest. We have some management based in Australia,” he said.
“Toronto’s always been strong on the gold market but with the liquidity crisis in the US you’ve got to be concerned about the flow of funds to the TSX. AIM has always been a good backer of African projects and our team is well known there.”
Any mine, expected to be open cast, exploiting the deposit should generate half its revenue from gold, with nickel making up 30% and zinc 20%. The drilling is averaging a depth of 350 metres.
In the second round of drilling, Sabie is thinking of using a reverse circulation drill to burrow some 100 metres down, through the weathered material, before using the diamond drills, which will hopefully speed up the drilling process in the pre-feasibility and bankable studies.
There are a number of other prospects, which don’t lend themselves to massive mining because they are the smaller-scale Barberton greenstone material.
“We’re in the process of acquiring data off another company regarding a number of gold deposits in the area with a view if you have a central plant you will open up a number of other things that would be too small or difficult by themselves,” Reeves said.
“They could provide a nice sweetener at the start. Some of them are on our tenements already. We won’t be purchasing anything as such,” he said.
Sabie has applied for a prospecting right over an iron ore deposit in the region, which was drilled by Rio Tinto and which Iscor mined in a limited way. The iron ore is held by a wholly owned Sabie subsidiary.
“We haven’t decided whether to spin the iron ore out into a separate company. We’ll probably list with the iron ore in there, but we’ll wait for the advisors to test the market at the time,” Reeves said.
The right should be granted in May and aeromagnetic surveys are being flow over the prospect, which has been well mapped in the past. Rio delineated some 220 metres at mid-30% magnetite iron.
The iron ore would be destined for the export market via the Maputo harbour, which is some 150km east along a nearby railway. “Infrastructurally, it’s wonderful.”"
christian76
-in einem Punkt muss ich aber doch noch mal minimal
widersprechen:
also meines Erachtens besteht ein riiieeesen Unterschied
zwischen (Gewinn)Chance und Chance/Risikoverhältnis.
bei 2terem läge 'Consolidated Thompson' sicher
meilenweit vorne ...beim ersten nicht.
Ist auch denke ich ein ganz gutes Beispiel:
DMC Mining möche über den Daumen gepeilt etwa doppelt
soviel Eisen nachweisen wie CTIM
...und das bei einer Bewertung von unter 1/40tel!,
zumal die Grade -wenn denn- noch scheinbar etwa
1 1/2 Mal so hoch ausfallen würden.
Ganz ehrlich:
ich will hier -und grundsätzlich- gar nichts schön/
besser reden als es ist, da sind noch einige Wenn- und
Aber mit verbunden, das ist sehr viel spekulativer und risikoreicher
...aber chancenreicher ist CTIM ganz sicher nicht!
die Sache ist auch, ich will's mal so sagen
-bei einigen der Werte, mal bspw. DMC Mining, sollten die sich
gut -wie erhofft- entwickeln
...dann hätte ich/man -nur mal theoretisch- danach mindestens(!)
was um die 5-10 "Freifahrtsscheine für Totalverluste" gut,
ohne ins Minus zu rutschen.
Wer Risiken so weit wie nur möglich vermeiden möchte
-der braucht sich -zumindest- das Depot erst gar nicht anzugucken,
aber ich glaub einfach an die Strategie.
Nur mal als ein paar grundsätzliche persönliche Ansichten
-jeder nach seiner Facon.
-in einem Punkt muss ich aber doch noch mal minimal
widersprechen:
also meines Erachtens besteht ein riiieeesen Unterschied
zwischen (Gewinn)Chance und Chance/Risikoverhältnis.
bei 2terem läge 'Consolidated Thompson' sicher
meilenweit vorne ...beim ersten nicht.
Ist auch denke ich ein ganz gutes Beispiel:
DMC Mining möche über den Daumen gepeilt etwa doppelt
soviel Eisen nachweisen wie CTIM
...und das bei einer Bewertung von unter 1/40tel!,
zumal die Grade -wenn denn- noch scheinbar etwa
1 1/2 Mal so hoch ausfallen würden.
Ganz ehrlich:
ich will hier -und grundsätzlich- gar nichts schön/
besser reden als es ist, da sind noch einige Wenn- und
Aber mit verbunden, das ist sehr viel spekulativer und risikoreicher
...aber chancenreicher ist CTIM ganz sicher nicht!
die Sache ist auch, ich will's mal so sagen
-bei einigen der Werte, mal bspw. DMC Mining, sollten die sich
gut -wie erhofft- entwickeln
...dann hätte ich/man -nur mal theoretisch- danach mindestens(!)
was um die 5-10 "Freifahrtsscheine für Totalverluste" gut,
ohne ins Minus zu rutschen.
Wer Risiken so weit wie nur möglich vermeiden möchte
-der braucht sich -zumindest- das Depot erst gar nicht anzugucken,
aber ich glaub einfach an die Strategie.
Nur mal als ein paar grundsätzliche persönliche Ansichten
-jeder nach seiner Facon.
"Pala Investment ups stake in Churchill to 7.36%
Tuesday, March 25, 2008, 02:59 PM
Alternative investment fund, Pala Investment Holdings, announced that it more than doubled its interest in Churchill Mining (AIM: CHL).
Pala Investment Holdings is a US$900 million fund managed by Swiss Hedge Fund, Pala Investments, which was launched in 2006 to take advantage of opportunities in the natural resources sector.
Churchill has an agreement to take a 75% interest in the East Kutai Project, which is made up of four blocks covering 575 square kilometres in East Kalimantan, Indonesia. A 65,000 metre drilling campaign is underway to define a mining reserve of 100 million tonnes by the end of the year, with a further 400 million tonnes of resource."
Tuesday, March 25, 2008, 02:59 PM
Alternative investment fund, Pala Investment Holdings, announced that it more than doubled its interest in Churchill Mining (AIM: CHL).
Pala Investment Holdings is a US$900 million fund managed by Swiss Hedge Fund, Pala Investments, which was launched in 2006 to take advantage of opportunities in the natural resources sector.
Churchill has an agreement to take a 75% interest in the East Kutai Project, which is made up of four blocks covering 575 square kilometres in East Kalimantan, Indonesia. A 65,000 metre drilling campaign is underway to define a mining reserve of 100 million tonnes by the end of the year, with a further 400 million tonnes of resource."
bei 'Globe Uranium' könnte es jetzt auch mal recht
kurzfristig zur Sache gehen -Trading Halt wegen
JORC-Announcement, hab ich gerade eben im betreffenden Thread
gesehen ...bin gespannt.
kurzfristig zur Sache gehen -Trading Halt wegen
JORC-Announcement, hab ich gerade eben im betreffenden Thread
gesehen ...bin gespannt.
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Press Release Source: Quinto Mining Corp.
CORRECTION FROM SOURCE: Quinto Drills 348 metres at 29.89% Fe at Lamelee
Tuesday March 25, 1:04 pm ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - March 25, 2008) - A correction from source is issued with respect to the release disseminated today at 12:19 ET. The figure in the headline was incorrect, and has been changed to 29.89% Fe. The corrected release follows:
Quinto Mining (TSX VENTURE:QU - News) is pleased to release the results of the final three holes that were drilled at our Lamelee deposit in 2007. As with previously released drill results at Lamelee, the three newest holes continue to demonstrate exceptionally long intersections of mineralization. As previously stated, Quinto Mining believes that the Lamelee property is expected to exceed the Peppler Lake deposit in size and grade.
-------------------------------------------------------------------------
Hole number from (m) to (m) length (m) Fe%
-------------------------------------------------------------------------
L-15-07 6 354 348 29.89
-------------------------------------------------------------------------
L-26-07 1 261 260 31.03
-------------------------------------------------------------------------
L-27-07 6 174 168 29.64
-------------------------------------------------------------------------
We are awaiting assays from the final holes that were drilled at Peppler Lake in 2007. We will make them available as soon as they are received.
R. J. Nethery P. Eng. is the qualified person for the Peppler Lake project.
About the Company
Quinto Mining Corporation (TSX VENTURE:QU - News) is a junior mining exploration development company with two advanced projects in the Province of Quebec. The Peppler Lake Iron Ore project is located in the Mont-Wright region of North Central, Quebec, approximately half way between the mining towns of Gagnon and Fermont. The Lac Gueret graphite project is located 300km North Northwest of Baie Comeau along the Southwest shore of Reservoir Manicouagan. Further information is available at www.quintomining.com
Forward Looking Information
Certain information regarding the Company set forth in this press release, including the use of proceeds, and management's assessment of the Company's future plans and operations contain forward looking information that involve substantial known and unknown risks and uncertainties. The forward looking information is subject to numerous risks and uncertainties, some of which are beyond the Company's and management's control, including but not limited to, the impact of general economic conditions, industry conditions, fluctuation of commodity prices, fluctuation of foreign exchange rates, imperfection of reserve estimates, environmental risks, industry competition, availability of qualified personnel and management, stock market volatility, timely and cost effective access to sufficient capital from internal and external sources. The Company's actual results, performance or achievement could differ materially from those expressed in or implied by, the forward looking information and accordingly, no assurance can be given that any of the events anticipated to occur or transpire form the forward looking information will provide any benefits to the Company.
ON BEHALF OF THE BOARD OF DIRECTORS OF QUINTO MINING CORPORATION
Tyrone Docherty, President
Contact:
Frank Chaid
Quinto Mining
(604) 952-0900
Email: quinto@dccnet.com
Website: www.quintomining.com
Elric Martinez
Lippert/Heilshorn & Associates, Inc.
(212) 838-3777
Email: emartinez@lhai.com
Source: Quinto Mining Corp."
"Press Release Source: Quinto Mining Corp.
CORRECTION FROM SOURCE: Quinto Drills 348 metres at 29.89% Fe at Lamelee
Tuesday March 25, 1:04 pm ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - March 25, 2008) - A correction from source is issued with respect to the release disseminated today at 12:19 ET. The figure in the headline was incorrect, and has been changed to 29.89% Fe. The corrected release follows:
Quinto Mining (TSX VENTURE:QU - News) is pleased to release the results of the final three holes that were drilled at our Lamelee deposit in 2007. As with previously released drill results at Lamelee, the three newest holes continue to demonstrate exceptionally long intersections of mineralization. As previously stated, Quinto Mining believes that the Lamelee property is expected to exceed the Peppler Lake deposit in size and grade.
-------------------------------------------------------------------------
Hole number from (m) to (m) length (m) Fe%
-------------------------------------------------------------------------
L-15-07 6 354 348 29.89
-------------------------------------------------------------------------
L-26-07 1 261 260 31.03
-------------------------------------------------------------------------
L-27-07 6 174 168 29.64
-------------------------------------------------------------------------
We are awaiting assays from the final holes that were drilled at Peppler Lake in 2007. We will make them available as soon as they are received.
R. J. Nethery P. Eng. is the qualified person for the Peppler Lake project.
About the Company
Quinto Mining Corporation (TSX VENTURE:QU - News) is a junior mining exploration development company with two advanced projects in the Province of Quebec. The Peppler Lake Iron Ore project is located in the Mont-Wright region of North Central, Quebec, approximately half way between the mining towns of Gagnon and Fermont. The Lac Gueret graphite project is located 300km North Northwest of Baie Comeau along the Southwest shore of Reservoir Manicouagan. Further information is available at www.quintomining.com
Forward Looking Information
Certain information regarding the Company set forth in this press release, including the use of proceeds, and management's assessment of the Company's future plans and operations contain forward looking information that involve substantial known and unknown risks and uncertainties. The forward looking information is subject to numerous risks and uncertainties, some of which are beyond the Company's and management's control, including but not limited to, the impact of general economic conditions, industry conditions, fluctuation of commodity prices, fluctuation of foreign exchange rates, imperfection of reserve estimates, environmental risks, industry competition, availability of qualified personnel and management, stock market volatility, timely and cost effective access to sufficient capital from internal and external sources. The Company's actual results, performance or achievement could differ materially from those expressed in or implied by, the forward looking information and accordingly, no assurance can be given that any of the events anticipated to occur or transpire form the forward looking information will provide any benefits to the Company.
ON BEHALF OF THE BOARD OF DIRECTORS OF QUINTO MINING CORPORATION
Tyrone Docherty, President
Contact:
Frank Chaid
Quinto Mining
(604) 952-0900
Email: quinto@dccnet.com
Website: www.quintomining.com
Elric Martinez
Lippert/Heilshorn & Associates, Inc.
(212) 838-3777
Email: emartinez@lhai.com
Source: Quinto Mining Corp."
"Press Release Source: Advanced Explorations Inc.
Advanced Explorations Intersects 176m Grading 31% Fe
Thursday March 13, 7:00 am ET
TORONTO, ONTARIO--(Marketwire - March 13, 2008) - Advanced Explorations Inc. (TSX VENTURE:AXI - News; the "Company or AEI") is pleased to announce additional results from drilling on Zone C1 on its Roche Bay, Nunavut iron project. Drilling results confirm the previously reported higher grade mineralization of Zone C1 and expands the potential of the footwall iron formations (see Table 1). Results continue to improve upon the historical work and the Company will soon commence a very aggressive program to rapidly determine the potential scale of the project. The 2008 drill campaign is expected to start in early April with initially 2 drills and expanding to 5 drills as soon as possible.
John Gingerich, President and CEO of AEI, commented;
"We continue to be pleased with the progress on the Roche Bay iron ore project. This year's drill campaign is expected to substantially enhance and expand upon last year's program. These results will be continuously integrated into the resource calculation and economic study currently underway."
The objective of this year's campaign is to drill up to 30,000 metres to provide additional information for the resource study. The bulk of the drilling will be allocated to testing Zone C1 which is a vertical to east dipping sequence of banded iron formation. The Company will also drill test Zones A, and B. The A and B Zones were the focus of drilling and economic studies in the mid 1980s. At that time (1984) the A-B Zones reported a historic resource(ii) of 467 million tons ranging from 24% to 34% Fe.
Table 1: Drilling Summary
---------------------------------------------------------------------------
Hole Section Dip Iron Fm Iron Fm Interval % Fe Comment
(from) m (to) m (m)
---------------------------------------------------------------------------
RB-07-10 4200 -90 degrees E 8 117.5 109.5 26.42 C1 -
footwall
---------------------------------------------------------------------------
277.3 309.7 32.4 31.9 C1 -
footwall
---------------------------------------------------------------------------
RB-07-25 1800 -45 degrees E 82.3 191.7 109.4 26.25 Zone C1
---------------------------------------------------------------------------
82.3 115 32.7 31.3 Zone C1
---------------------------------------------------------------------------
RB-07-29 2200 -45 degrees E 10.2 113.9 103.7 30.58 Zone C1
---------------------------------------------------------------------------
135 166 31 31.47 Zone C1
---------------------------------------------------------------------------
195.3 257 61.7 25.26 Zone C1
---------------------------------------------------------------------------
RB-07-31 1400 -45 degrees W 19 233 214 29.3 Zone C1
---------------------------------------------------------------------------
19 195 176 30.98 Zone C1
---------------------------------------------------------------------------
RB-07-34 1400 -45 degrees W 209 244 35 28.4 Zone C1
---------------------------------------------------------------------------
No significant results; RB-07-13, RB-07-22, RB-07-33, RB -07-35, and
RB-07-36
Gary Williams P. Geo and VP of Advanced Explorations Inc. is the QP within the meaning of 43-101, and has reviewed and approves the content of this release.
Analysis: All the recent drill core analysis reported in this release was performed by SGS Lakefield Research. At SGS samples are analyzed for total Fe using XRF techniques. SGS also undertakes Satmagan analysis to estimate the portion of magnetic iron. The company augments the laboratory QA/QC procedures by selectively adding additional control samples. Core sample intervals are 1 metre except where intervals cross geologic boundaries in which case the sample length is adjusted accordingly.
(ii)Historical Information: The potential quantity and grade is conceptual in nature as there is insufficient exploration to define a mineral resource. This historical tonnage estimate is not a mineral resource estimate as defined in sections 1.2 and 1.3 of NI43-101 and cannot be relied upon and accordingly no claim under NI43-101 is made.
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, is exclusively focused on developing high quality iron ore opportunities. In early 2007 the Company expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project which was acquired in June, 2007, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural harbour makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
Advanced Explorations Intersects 176m Grading 31% Fe
Thursday March 13, 7:00 am ET
TORONTO, ONTARIO--(Marketwire - March 13, 2008) - Advanced Explorations Inc. (TSX VENTURE:AXI - News; the "Company or AEI") is pleased to announce additional results from drilling on Zone C1 on its Roche Bay, Nunavut iron project. Drilling results confirm the previously reported higher grade mineralization of Zone C1 and expands the potential of the footwall iron formations (see Table 1). Results continue to improve upon the historical work and the Company will soon commence a very aggressive program to rapidly determine the potential scale of the project. The 2008 drill campaign is expected to start in early April with initially 2 drills and expanding to 5 drills as soon as possible.
John Gingerich, President and CEO of AEI, commented;
"We continue to be pleased with the progress on the Roche Bay iron ore project. This year's drill campaign is expected to substantially enhance and expand upon last year's program. These results will be continuously integrated into the resource calculation and economic study currently underway."
The objective of this year's campaign is to drill up to 30,000 metres to provide additional information for the resource study. The bulk of the drilling will be allocated to testing Zone C1 which is a vertical to east dipping sequence of banded iron formation. The Company will also drill test Zones A, and B. The A and B Zones were the focus of drilling and economic studies in the mid 1980s. At that time (1984) the A-B Zones reported a historic resource(ii) of 467 million tons ranging from 24% to 34% Fe.
Table 1: Drilling Summary
---------------------------------------------------------------------------
Hole Section Dip Iron Fm Iron Fm Interval % Fe Comment
(from) m (to) m (m)
---------------------------------------------------------------------------
RB-07-10 4200 -90 degrees E 8 117.5 109.5 26.42 C1 -
footwall
---------------------------------------------------------------------------
277.3 309.7 32.4 31.9 C1 -
footwall
---------------------------------------------------------------------------
RB-07-25 1800 -45 degrees E 82.3 191.7 109.4 26.25 Zone C1
---------------------------------------------------------------------------
82.3 115 32.7 31.3 Zone C1
---------------------------------------------------------------------------
RB-07-29 2200 -45 degrees E 10.2 113.9 103.7 30.58 Zone C1
---------------------------------------------------------------------------
135 166 31 31.47 Zone C1
---------------------------------------------------------------------------
195.3 257 61.7 25.26 Zone C1
---------------------------------------------------------------------------
RB-07-31 1400 -45 degrees W 19 233 214 29.3 Zone C1
---------------------------------------------------------------------------
19 195 176 30.98 Zone C1
---------------------------------------------------------------------------
RB-07-34 1400 -45 degrees W 209 244 35 28.4 Zone C1
---------------------------------------------------------------------------
No significant results; RB-07-13, RB-07-22, RB-07-33, RB -07-35, and
RB-07-36
Gary Williams P. Geo and VP of Advanced Explorations Inc. is the QP within the meaning of 43-101, and has reviewed and approves the content of this release.
Analysis: All the recent drill core analysis reported in this release was performed by SGS Lakefield Research. At SGS samples are analyzed for total Fe using XRF techniques. SGS also undertakes Satmagan analysis to estimate the portion of magnetic iron. The company augments the laboratory QA/QC procedures by selectively adding additional control samples. Core sample intervals are 1 metre except where intervals cross geologic boundaries in which case the sample length is adjusted accordingly.
(ii)Historical Information: The potential quantity and grade is conceptual in nature as there is insufficient exploration to define a mineral resource. This historical tonnage estimate is not a mineral resource estimate as defined in sections 1.2 and 1.3 of NI43-101 and cannot be relied upon and accordingly no claim under NI43-101 is made.
ON BEHALF OF THE BOARD
John Gingerich, President & CEO
ABOUT Advanced Explorations Inc.
AEI, based in Toronto, Canada, is exclusively focused on developing high quality iron ore opportunities. In early 2007 the Company expanded its capabilities in iron ore exploration and development with the acquisition of strategic management personnel. AEI has the management, technical and exploration expertise and experience to rapidly advance the Roche Bay magnetite project which was acquired in June, 2007, as well as develop new opportunities in the area and globally. The Roche Bay magnetite project located proximal to a natural harbour makes it potentially one of the world's premier iron ore opportunities. Shares of the company trade on the TSX Venture Exchange under the symbol AXI. For more information please visit www.Advanced-Exploration.com.
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 of 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.
THE TSX VENTURE EXCHANGE HAS NEITHER APPROVED OR DISAPPROVED OF THE CONTENTS HEREIN.
Contact:
John Gingerich
Advanced Explorations Inc.
President & CEO
(416) 203-0057
Website: www.Advanced-Exploration.com
Source: Advanced Explorations Inc."
wären damit auch im erlauchten Kreise der Iron-Werte,
kann allerdings noch nicht sagen, wie/ob ernstzunehmen
die wären, 'Western Cotton M.' käme bspw. das nächste
Mal raus, das sieht mir nach einem ziemlichen
Schrott-Unternehmen aus.
"Press Release Source: Wits Basin Precious Minerals Inc.
CORRECTING and REPLACING Wits Basin Signs Iron Ore Amendment With Production Incentive for One Million Tonnes
Tuesday March 25, 8:46 am ET
MINNEAPOLIS--(BUSINESS WIRE)--Second graph, last sentence of quote by Stephen D King should read: "... Since these earnings per share are above our current share price, we see this transaction as potentially accretive to earnings." (sted "... Since these earnings per share are below our current share price, we see this transaction as potentially accretive to earnings.")
ADVERTISEMENT
The corrected release reads:
WITS BASIN SIGNS IRON ORE AMENDMENT WITH PRODUCTION INCENTIVE FOR ONE MILLION TONNES
Wits Basin Precious Minerals Inc. (OTCBB:WITM - News) has recently amended its purchase agreement for the Ma Anshan iron ore property in the People’s Republic of China to include a production incentive to deliver one million tonnes of iron ore concentrate by December 31, 2010.
“Obtaining this tonnage incentive was critical for our lenders and our shareholders,” stated Wits Basin CEO Stephen D King. “Based on current iron ore spot prices, and assuming they remain level, we could achieve profits in 2009 and 2010 that are far in excess of our cash payments to the seller. The seller has been given a powerful incentive to achieve these goals with a potential share earn-out. Current spot prices for iron ore exceed $200 per tonne and costs are less than $100 per tonne. Payment of any shares is based on a minimum of delivery of one million tonnes. Considering the current profit opportunity, we could be paying one share to potentially earn US$2. Since these earnings per share are above our current share price, we see this transaction as potentially accretive to earnings.”
The finalization of the ore delivery guarantee is dependent upon the closing of the purchase on the mine and processing plant.
Several sources of capital, including European funding sources as well as various commercial lenders, are currently reviewing this lending opportunity. Lenders were less interested last year as a result of the now-settled lawsuit with Easyknit Enterprise Holdings Ltd. The timeline for closing is subject to lender requirements; however, the Company anticipates the closing to occur during the second quarter of 2008. This time line assumes commercially acceptable title work, permits and any other customary documentation.
About Wits Basin Precious Minerals Inc.:
We are a minerals exploration and development company holding interests in three exploration projects and currently do not claim to have any mineral reserves on any project. Our common stock trades on the Over-the-Counter Bulletin Board under the symbol "WITM." To find out more about Wits Basin Precious Minerals Inc. (OTCBB:WITM - News) visit our website at www.witsbasin.com.
Forward-Looking Statements and Risk Factors:
The statements included in this press release concerning predictions of economic performance and management's plans and objectives constitute forward-looking statements made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended. This press release contains forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially. Such statements are valid only as of today, and we disclaim any obligation to update this information. These statements are subject to known and unknown risks and uncertainties that may cause actual future experience and results to differ materially from the statements made. These statements are based on our current beliefs and expectations as to such future outcomes. These risks and uncertainties include, among others, the Company's and China Global Mining Resources’ ability to obtain or maintain regulatory approvals; the Company's ability to obtain necessary financing; the Company's and CGMR's ability to complete the various mining project acquisitions in the People's Republic of China, which are subject to execution of final documentation, completion of due diligence and receipt of necessary financing; and other risks and uncertainties described in the Company's filings from time to time with the Securities and Exchange Commission (the "SEC"). The Company disclaims any obligation to update its forward-looking statements.
In addition, the exploration for and development of mineral deposits involves significant financial risks, which even experience and knowledge may not eliminate, regardless of the amount of careful evaluation applied to a process. While the discovery of a mineral deposit may result in substantial rewards, few properties are ultimately developed into producing mines. Moreover, we cannot make any estimates regarding probable reserves in connection with any of our projects and any estimates relating to possible reserves are subject to significant risks. Therefore, no assurance can be given that any size of reserves or grades of reserves will be realized. If a discovery is made, the mineral deposit discovered, assuming recoverable, may differ from the reserves already discovered and recovered by others in the same region of the planned areas of exploration. Further, the cost of exploration and exploitation can be extensive and there is no assurance that we will have the resources necessary or the financing available to pursue projects we currently hold interests in or to acquire interests in other mineral exploration projects that may become available. The risks we face are numerous and detailed information regarding these risks may be found in filings made by us with the Securities and Exchange Commission, including our most recent annual report.
Contact:
Wits Basin Precious Minerals Inc.
H. Vance White, Chairman, 866-214-9486
Stephen King, CEO, 612-490-3419
or
Lighthouse Communications
866-739-0390
info@lhcom.bz
Source: Wits Basin Precious Minerals Inc."
kann allerdings noch nicht sagen, wie/ob ernstzunehmen
die wären, 'Western Cotton M.' käme bspw. das nächste
Mal raus, das sieht mir nach einem ziemlichen
Schrott-Unternehmen aus.
"Press Release Source: Wits Basin Precious Minerals Inc.
CORRECTING and REPLACING Wits Basin Signs Iron Ore Amendment With Production Incentive for One Million Tonnes
Tuesday March 25, 8:46 am ET
MINNEAPOLIS--(BUSINESS WIRE)--Second graph, last sentence of quote by Stephen D King should read: "... Since these earnings per share are above our current share price, we see this transaction as potentially accretive to earnings." (sted "... Since these earnings per share are below our current share price, we see this transaction as potentially accretive to earnings.")
ADVERTISEMENT
The corrected release reads:
WITS BASIN SIGNS IRON ORE AMENDMENT WITH PRODUCTION INCENTIVE FOR ONE MILLION TONNES
Wits Basin Precious Minerals Inc. (OTCBB:WITM - News) has recently amended its purchase agreement for the Ma Anshan iron ore property in the People’s Republic of China to include a production incentive to deliver one million tonnes of iron ore concentrate by December 31, 2010.
“Obtaining this tonnage incentive was critical for our lenders and our shareholders,” stated Wits Basin CEO Stephen D King. “Based on current iron ore spot prices, and assuming they remain level, we could achieve profits in 2009 and 2010 that are far in excess of our cash payments to the seller. The seller has been given a powerful incentive to achieve these goals with a potential share earn-out. Current spot prices for iron ore exceed $200 per tonne and costs are less than $100 per tonne. Payment of any shares is based on a minimum of delivery of one million tonnes. Considering the current profit opportunity, we could be paying one share to potentially earn US$2. Since these earnings per share are above our current share price, we see this transaction as potentially accretive to earnings.”
The finalization of the ore delivery guarantee is dependent upon the closing of the purchase on the mine and processing plant.
Several sources of capital, including European funding sources as well as various commercial lenders, are currently reviewing this lending opportunity. Lenders were less interested last year as a result of the now-settled lawsuit with Easyknit Enterprise Holdings Ltd. The timeline for closing is subject to lender requirements; however, the Company anticipates the closing to occur during the second quarter of 2008. This time line assumes commercially acceptable title work, permits and any other customary documentation.
About Wits Basin Precious Minerals Inc.:
We are a minerals exploration and development company holding interests in three exploration projects and currently do not claim to have any mineral reserves on any project. Our common stock trades on the Over-the-Counter Bulletin Board under the symbol "WITM." To find out more about Wits Basin Precious Minerals Inc. (OTCBB:WITM - News) visit our website at www.witsbasin.com.
Forward-Looking Statements and Risk Factors:
The statements included in this press release concerning predictions of economic performance and management's plans and objectives constitute forward-looking statements made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended. This press release contains forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially. Such statements are valid only as of today, and we disclaim any obligation to update this information. These statements are subject to known and unknown risks and uncertainties that may cause actual future experience and results to differ materially from the statements made. These statements are based on our current beliefs and expectations as to such future outcomes. These risks and uncertainties include, among others, the Company's and China Global Mining Resources’ ability to obtain or maintain regulatory approvals; the Company's ability to obtain necessary financing; the Company's and CGMR's ability to complete the various mining project acquisitions in the People's Republic of China, which are subject to execution of final documentation, completion of due diligence and receipt of necessary financing; and other risks and uncertainties described in the Company's filings from time to time with the Securities and Exchange Commission (the "SEC"). The Company disclaims any obligation to update its forward-looking statements.
In addition, the exploration for and development of mineral deposits involves significant financial risks, which even experience and knowledge may not eliminate, regardless of the amount of careful evaluation applied to a process. While the discovery of a mineral deposit may result in substantial rewards, few properties are ultimately developed into producing mines. Moreover, we cannot make any estimates regarding probable reserves in connection with any of our projects and any estimates relating to possible reserves are subject to significant risks. Therefore, no assurance can be given that any size of reserves or grades of reserves will be realized. If a discovery is made, the mineral deposit discovered, assuming recoverable, may differ from the reserves already discovered and recovered by others in the same region of the planned areas of exploration. Further, the cost of exploration and exploitation can be extensive and there is no assurance that we will have the resources necessary or the financing available to pursue projects we currently hold interests in or to acquire interests in other mineral exploration projects that may become available. The risks we face are numerous and detailed information regarding these risks may be found in filings made by us with the Securities and Exchange Commission, including our most recent annual report.
Contact:
Wits Basin Precious Minerals Inc.
H. Vance White, Chairman, 866-214-9486
Stephen King, CEO, 612-490-3419
or
Lighthouse Communications
866-739-0390
info@lhcom.bz
Source: Wits Basin Precious Minerals Inc."
keine Ahnung, im Moment springen mir die Nachrichten
nur so auf den Bildschirm...
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"25 March 2008
CARRAPPEE HILL – MANGANESE AND IRON POTENTIAL
Adelaide based mineral exploration company Archer Exploration (ASX code “AXE”) has conducted an independent review of the manganese (Mn) and iron (Fe) potential of it’s 100% owned Carrappee Hill Project located on the central Eyre Peninsula of South Australia.
Key findings of the review are:
· previous mapping by Western Mining Corporation Limited (WMC)
on Carrappee Hill outlined manganese occurrences over a
strike length in excess of 8km with an estimated width
of between 30m to 100m;
· rock chip samples taken by WMC returned grades of up to 38.2% Mn;
· follow-up shallow drilling by WMC returned separate intervals
of up to 57% Fe and 31% Mn;
· previous exploration by CRA, WMC and others identified
extensive near surface banded iron formation; and
· the Company is investigating ways to maximise the manganese
and iron potential of this tenement.
About Carrappee Hill
The Carrappee Hill Project (EL 3711) is located in the central Eyre Peninsula of South Australia. The tenement is bounded on the west and north by Monax Mining Limited’s Waddikee iron project and
joins Centrex Metals Limited’s Cockabindie iron project to the south.
The Carrappee Hill Project is also located approximately 45km west of OneSteel’s iron ore mines and the port of Whyalla.
Manganese and iron potential
An independent geological review of the data on the tenement has been conducted by Alan G Marlow*.
The review has focused on an extensive strike length of banded iron formation and manganese identified by WMC and others.
During 1991, mapping of manganiferous ironstones by WMC centred on the Jamieson Tank Prospect located in the southwest portion of the Carrappee Hill tenement. This mapping identified manganese
occurrences over a strike length in excess of 8 km. The width of the zone containing manganese was estimated at between 30 and 100 metres (known as the Jamieson Tank beds).
Rock chip samples collected during the mapping exercise of 1991 from the Jamieson Tank beds returned manganese grades of up to 38.2% Mn. Follow up drilling by WMC in early 1993 intersected
multiple near surface narrow lenses of manganiferous clays and occasional massive manganese oxides and returned:
· iron assays in the range of 5.8% to 57 %; and
· manganese assays in the range of 0.05% to 31%.
The Jamieson Tank beds comprise layers of manganese and iron rich rock with maximum down hole widths of up to 3 metres with interbeds of clay and ferruginous sediment. Several thinner, less continuous trends which flank main manganiferous zone were also identified.
Magnetic features
Archer Exploration completed an aerial magnetic and radiometric survey of the Carrappee Hill tenement in December 2007. This data has since been modelled (see figure 2 below) and confirms the
Company’s view on the prospectivity of the tenement.
As can be seen in the processed magnetic image (Figure 2), Carrappee Hill contains north-south striking linear magnetic highs around the Jamieson Tank area and an annular shaped strongly magnetic feature to the north of the tenement.
A consultant geophysicist has been engaged by AXE to determine depths to the magnetic signatures and possible causes of the prominent signatures. This annular shaped magnetic target has not been tested by drilling and AXE will now undertake further
work to evaluate its potential.
Future Program
Archer Exploration has identified the manganese and iron potential of the Carrappee Hill Project as a high priority and the Company intends to:
· undertake its own rock chip sampling program to better
establish grade and continuity of the Jamieson Tank Project;
· conduct a further review and verify the quality of the drill
and assay data provided by WMC in open file data; and
· undertake field work (including rock chip and soil sampling)
on the larger annular shaped magnetic anomaly on the north
of the tenement.
For further information please contact:
Mr Greg English
Director
Archer Exploration Limited
Tel: (08) 8132 0003"
Damit neu im Rennen:
-Wits Basin Precious Minerals
-Archer Exploration
nur so auf den Bildschirm...
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"25 March 2008
CARRAPPEE HILL – MANGANESE AND IRON POTENTIAL
Adelaide based mineral exploration company Archer Exploration (ASX code “AXE”) has conducted an independent review of the manganese (Mn) and iron (Fe) potential of it’s 100% owned Carrappee Hill Project located on the central Eyre Peninsula of South Australia.
Key findings of the review are:
· previous mapping by Western Mining Corporation Limited (WMC)
on Carrappee Hill outlined manganese occurrences over a
strike length in excess of 8km with an estimated width
of between 30m to 100m;
· rock chip samples taken by WMC returned grades of up to 38.2% Mn;
· follow-up shallow drilling by WMC returned separate intervals
of up to 57% Fe and 31% Mn;
· previous exploration by CRA, WMC and others identified
extensive near surface banded iron formation; and
· the Company is investigating ways to maximise the manganese
and iron potential of this tenement.
About Carrappee Hill
The Carrappee Hill Project (EL 3711) is located in the central Eyre Peninsula of South Australia. The tenement is bounded on the west and north by Monax Mining Limited’s Waddikee iron project and
joins Centrex Metals Limited’s Cockabindie iron project to the south.
The Carrappee Hill Project is also located approximately 45km west of OneSteel’s iron ore mines and the port of Whyalla.
Manganese and iron potential
An independent geological review of the data on the tenement has been conducted by Alan G Marlow*.
The review has focused on an extensive strike length of banded iron formation and manganese identified by WMC and others.
During 1991, mapping of manganiferous ironstones by WMC centred on the Jamieson Tank Prospect located in the southwest portion of the Carrappee Hill tenement. This mapping identified manganese
occurrences over a strike length in excess of 8 km. The width of the zone containing manganese was estimated at between 30 and 100 metres (known as the Jamieson Tank beds).
Rock chip samples collected during the mapping exercise of 1991 from the Jamieson Tank beds returned manganese grades of up to 38.2% Mn. Follow up drilling by WMC in early 1993 intersected
multiple near surface narrow lenses of manganiferous clays and occasional massive manganese oxides and returned:
· iron assays in the range of 5.8% to 57 %; and
· manganese assays in the range of 0.05% to 31%.
The Jamieson Tank beds comprise layers of manganese and iron rich rock with maximum down hole widths of up to 3 metres with interbeds of clay and ferruginous sediment. Several thinner, less continuous trends which flank main manganiferous zone were also identified.
Magnetic features
Archer Exploration completed an aerial magnetic and radiometric survey of the Carrappee Hill tenement in December 2007. This data has since been modelled (see figure 2 below) and confirms the
Company’s view on the prospectivity of the tenement.
As can be seen in the processed magnetic image (Figure 2), Carrappee Hill contains north-south striking linear magnetic highs around the Jamieson Tank area and an annular shaped strongly magnetic feature to the north of the tenement.
A consultant geophysicist has been engaged by AXE to determine depths to the magnetic signatures and possible causes of the prominent signatures. This annular shaped magnetic target has not been tested by drilling and AXE will now undertake further
work to evaluate its potential.
Future Program
Archer Exploration has identified the manganese and iron potential of the Carrappee Hill Project as a high priority and the Company intends to:
· undertake its own rock chip sampling program to better
establish grade and continuity of the Jamieson Tank Project;
· conduct a further review and verify the quality of the drill
and assay data provided by WMC in open file data; and
· undertake field work (including rock chip and soil sampling)
on the larger annular shaped magnetic anomaly on the north
of the tenement.
For further information please contact:
Mr Greg English
Director
Archer Exploration Limited
Tel: (08) 8132 0003"
Damit neu im Rennen:
-Wits Basin Precious Minerals
-Archer Exploration
Wenn ich das richtig in Erinnerung habe,
war das lange der hauptsächliche Knackpunkt bei
'Gulfside Minerals'?! ...
"Press Release Source: Gulfside Minerals Ltd.
Gulfside Minerals Ltd.: Mongolia Coal Acquisition
Friday March 14, 1:02 pm ET
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Mar 14, 2008 -- Robert L. Card, President of Gulfside Minerals Ltd. (the "Company") (CDNX:GMG.V - News) is pleased to report that it has signed a definitive agreement on its Mongolian coal project. Completion of the acquisition is subject to the approval of the TSX Venture Exchange. Once approval has been received, the Company will be issuing a comprehensive news release outlining the details of the acquisition.
ADVERTISEMENT
Norwest Corporation ("Norwest"), a world leader in coal consultancy based in Salt Lake City, Utah, will finalize the NI 43-101 technical report on the coal property. Title details will now be included to complete the NI 43-101 report and then filed with the appropriate regulatory authorities for approval.
The Company also reports the resignation of Jurgen Wolf as a director of the Company. Mr. Wolf is a director of several other Companies and could not devote the time that is required. The Company and the board of directors would like to thank Mr. Wolf for his contribution to the Company over the years and wish him success in his other ventures.
Concurrent with Mr. Wolf's resignation, the Company is pleased to welcome Dr. Zigurts Strauts, Bsc MD to its Board of Directors. Dr. Strauts graduated from the University of Oregon with a Bsc. He later went on to obtain his MD from the University of Calgary School of Medicine. Dr. Strauts has been active as a consultant, entrepreneur and developer of companies engaged in activities from software to mining.
On behalf of the board of directors,
Gulfside Minerals Ltd.
Robert L. Card, President
Forward-Looking Statements: This document includes forward-looking statements. Forward-looking statements include, but are not limited to, statements concerning GMG's planned exploration program and other statements that are not historical facts. When used in this document, the words such as "could", "plan", "estimate", "expect", "intend", "may", "potential", "should", and similar expressions are forward-looking statements. Although GMG believes that its expectations reflected in these forward looking statements are reasonable, such statements involve risks and uncertainties and no assurance can be given that actual results will be consistent with these forward-looking statements. Important factors that could cause actual results to differ from these forward-looking statements are disclosed under the heading "Risk Factors" and elsewhere in the corporation's periodic filings with Canadian securities regulators.
This news release was prepared by management of GMG, which takes full responsibility for its contents.
The TSX Venture Exchange has not reviewed and does not accept responsibility for the accuracy or adequacy of this news release.
Contact:
Contacts:
Gulfside Minerals Ltd.
Robert L. Card
President
(604) 687-7828
(604) 687-7848 (FAX)
Website: http://www.gulfsideminerals.com
Source: Gulfside Minerals Ltd."
war das lange der hauptsächliche Knackpunkt bei
'Gulfside Minerals'?! ...
"Press Release Source: Gulfside Minerals Ltd.
Gulfside Minerals Ltd.: Mongolia Coal Acquisition
Friday March 14, 1:02 pm ET
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Mar 14, 2008 -- Robert L. Card, President of Gulfside Minerals Ltd. (the "Company") (CDNX:GMG.V - News) is pleased to report that it has signed a definitive agreement on its Mongolian coal project. Completion of the acquisition is subject to the approval of the TSX Venture Exchange. Once approval has been received, the Company will be issuing a comprehensive news release outlining the details of the acquisition.
ADVERTISEMENT
Norwest Corporation ("Norwest"), a world leader in coal consultancy based in Salt Lake City, Utah, will finalize the NI 43-101 technical report on the coal property. Title details will now be included to complete the NI 43-101 report and then filed with the appropriate regulatory authorities for approval.
The Company also reports the resignation of Jurgen Wolf as a director of the Company. Mr. Wolf is a director of several other Companies and could not devote the time that is required. The Company and the board of directors would like to thank Mr. Wolf for his contribution to the Company over the years and wish him success in his other ventures.
Concurrent with Mr. Wolf's resignation, the Company is pleased to welcome Dr. Zigurts Strauts, Bsc MD to its Board of Directors. Dr. Strauts graduated from the University of Oregon with a Bsc. He later went on to obtain his MD from the University of Calgary School of Medicine. Dr. Strauts has been active as a consultant, entrepreneur and developer of companies engaged in activities from software to mining.
On behalf of the board of directors,
Gulfside Minerals Ltd.
Robert L. Card, President
Forward-Looking Statements: This document includes forward-looking statements. Forward-looking statements include, but are not limited to, statements concerning GMG's planned exploration program and other statements that are not historical facts. When used in this document, the words such as "could", "plan", "estimate", "expect", "intend", "may", "potential", "should", and similar expressions are forward-looking statements. Although GMG believes that its expectations reflected in these forward looking statements are reasonable, such statements involve risks and uncertainties and no assurance can be given that actual results will be consistent with these forward-looking statements. Important factors that could cause actual results to differ from these forward-looking statements are disclosed under the heading "Risk Factors" and elsewhere in the corporation's periodic filings with Canadian securities regulators.
This news release was prepared by management of GMG, which takes full responsibility for its contents.
The TSX Venture Exchange has not reviewed and does not accept responsibility for the accuracy or adequacy of this news release.
Contact:
Contacts:
Gulfside Minerals Ltd.
Robert L. Card
President
(604) 687-7828
(604) 687-7848 (FAX)
Website: http://www.gulfsideminerals.com
Source: Gulfside Minerals Ltd."
komisch, bekomm ich nicht kopiert
("Champion Minerals Its Iron Property Holdings in Labrador
and Quebec; Appoints Exploration Management Team")
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
("Champion Minerals Its Iron Property Holdings in Labrador
and Quebec; Appoints Exploration Management Team")
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
Ab und zu auch mal was aus anderen Bereichen,
einfach Sachen die eventuell interessant sein/werden könnten,
dann aber oft nur News, die in irgendeiner Art und Weise herausstechen, prüfen müsste das jeder selber genauer!
Aber in diesem Sinne
-das könnte da schon was sein...
(zur besseren Übersicht sollte man sich -wenn-
wohl mal den Link angucken)
www.goldenarrowresources.com/news/index.php?&content_id=83
"Golden Arrow Intersects 61m at 3.04 g/t Gold and 7.16 g/t Silver on Poncha Project, Argentina
March 27, 2008
Golden Arrow Resources Corporation ("Golden Arrow") (GRG-TSX.V) is very pleased to announce assay results from the 5-hole 1,553m reverse circulation (RC) drill program carried out in November-December 2007 on the Poncha Gold-Copper Project in San Juan, Argentina. The 5 holes tested geochemical-geophysical targets within the 2km by 2km South Target epithermal precious/base metal zone, completing the Phase II drill program started in April-May 2007.
Hole RCPC13, drilled in the northwest sector of the South Target, intersected breccia-stockwork hosted gold-silver-copper-lead-zinc mineralization over a 266m interval, between 129m and 395m depth, that included numerous high-grade gold intercepts and wider mineralized zones with highlights including:
* 266m @ 1.21 g/t gold and 3.30 g/t silver (129m – 395m) including,
* 34m @ 2.19 g/t gold and 4.31 g/t silver (129m – 163m) including,
* 9 m @ 4.88 g/t gold and 8.43 g/t silver (142m – 151m)
* 61m @ 3.04 g/t gold and 7.16 g/t silver (270m – 331m) including
* 4 m @ 10.84 g/t gold and 7.93 g/t silver (281m – 285m) and,
* 8 m @ 10.91 g/t gold and 24.00 g/t silver (305m – 313m)
This strong zone of polymetallic mineralization is spatially related to a prominent induced polarization (IP) chargeability anomaly and geologically occurs along a northwest-striking contact between porphyry intrusive rock and volcaniclastic breccias which remains open in all directions.
A summary of highlights from the 5 holes reported herein are provided in Table 1 below. Results from the first part of Phase II drilling on the South Target included 6m grading 7.4 g/t gold from DDHPC9, including 1m grading 35.03 g/t gold (see September 6, 2007 News Release).
Golden Arrow is earning up to a 100% interest in the Poncha Project from Teck Cominco Limited’s subsidiary, Teck Cominco Argentina Ltd. ("Teck Cominco") by fulfilling expenditure and tenure maintenance requirements subject to Teck Cominco’s option to re-earn up to a 65% interest in the Poncha property (see April 10, 2007 News Release).
The Company is currently planning a drill program to systematically step-out from the RCPC13 discovery hole along the chargeability anomaly/porphyry contact in all directions to delineate the extent and tenor of the mineralized zone. This program will be executed either immediately before or after the Andean winter which usually extends from April to September.
Technical Summary:
The Poncha Project is located in the Cordillera Frontal of Argentina, San Juan Province. The project hosts two mineralized zones; the copper-gold porphyry Northern Target and the structural/breccia-related polymetallic epithermal South Target. The two zones are separated by 2km of young, post mineral material (See April 10, 2007 News Release). The geologic/genetic link between these targets has not been established yet.
Exploration in 2007 has been focused on the 2km by 2km South Target where a hydrothermal-sulphide vein/breccia complex has been defined. Both Carboniferous metasiliclastic sequences and unconformably overlying Tertiary-aged volcanic units show alteration and mineralization assemblages consistent with an intermediate sulphidation model. (See September 6, 2007 News Release).
IP surveying has identified a northwest-southeast oriented chargeability anomaly that underlies the central part of the South Target. The anomaly is interpreted to reflect the concentration of sulphides (pyrite-galena-sphalerite) associated with epithermal mineralization and has been one of the primary targets of the Phase II drill program. A total of 12 holes and 3,700.45m have been drilled to date on the South Target, with collar spacing ranging from 220m to 350m, in both phases of drilling (2,147.45m of diamond core and 1,553m of RC) (see Figure 1).
The November-December 2007 drill program resulted in the discovery of a new high-grade zone intercepted by PC13. Contiguous gold mineralization cut by PC13 starts at 129 m below surface and extends for 266m to the bottom of the hole at 395m depth. Narrower zones of mineralization were intercepted by the other 4 holes completed in the November-December 2007 program.
Table 1 below presents highlights of the RC drill results for the South Target for holes RCPC10-14.
Table 1: Analytical Highlights for Poncha RCPC10-14
Hole
From (m)
To (m)
Interval (m)
Au ppm*
Ag ppm*
Cu ppm
Pb ppm
Zn ppm
Intercept
PC10
202
205
3
@
1.46
9.07
60
143
2,027
1
PC10
216
220
4
@
0.49
10.11
988
339
1,439
2
PC11
37
40
3
@
0.49
1.98
60
1,532
5,521
3
including
38
39
1
@
1.30
3.82
119
2,337
>10,000
PC12
161
164
3
@
0.56
0.00
23
142
3,885
4
PC12
186
187
1
@
0.69
3.28
31
695
3,638
5
PC12
229
230
1
@
2.13
11.02
41
514
391
6
PC13
73
77
4
@
0.22
4.13
298
900
1,912
7
PC13
129
395
266
@
1.21
3.30
281
336
1,318
8**
including
PC13
129
163
34
@
2.19
4.31
438
304
2,833
9
including
130
140
10
@
1.69
4.92
520
717
4,125
and
142
151
9
@
4.88
8.43
649
209
4,459
and
154
158
4
@
2.02
1.45
234
69
1,228
and
162
163
1
@
2.71
5.60
617
276
4,722
PC13
174
201
27
@
0.65
2.40
246
98
1,242
10
including
176
181
5
@
1.56
6.52
344
163
1,937
and
186
189
3
@
1.31
1.80
259
94
1,258
and
192
194
2
@
0.77
1.90
286
106
1,809
and
198
199
1
@
1.27
4.40
569
201
3,447
PC13
216
220
4
@
0.57
2.40
352
116
2,195
11
PC13
270
331
61
@
3.04
7.16
458
700
1,650
12
including
270
271
1
@
2.77
7.80
1,043
284
6,696
and
275
278
3
@
3.06
2.87
333
140
2,007
and
281
285
4
@
10.84
7.93
111
159
1,120
and
288
289
1
@
4.65
5.10
153
130
1,129
and
291
293
2
@
3.56
4.35
74
98
793
and
295
296
1
@
1.82
1.60
98
88
1,167
and
305
313
8
@
10.91
24.00
1,783
1,810
2,153
and
316
322
6
@
3.21
20.38
1,079
3,712
5,608
and
330
331
1
@
2.29
5.40
675
184
4,092
PC13
359
379
20
@
0.93
5.04
429
1,312
1,542
13
including
360
362
2
@
4.61
6.65
98
96
552
and
366
370
4
@
1.53
16.00
1,850
5,623
5,559
and
377
378
1
@
1.19
4.60
56
216
951
PC14
231
236
5
@
0.41
0.80
114
77
1,420
14
PC14
290
296
6
@
0.34
0.18
53
470
1,779
15
*1 ppm = 1 g/t; **Interval contains 8 1m samples with <0.01 ppm gold
Drill hole location information for holes PC10-14 is provided in Table 2 below.
Table 2: Drill Hole Data
Hole
Easting
Northing
Elevation
Azimuth
Inclination
Total Depth (m)
PC10
2,446,102
6,692,633
4109
0
-70
269
PC11
2,444,635
6,692,130
4365
0
-60
200
PC12
2,445,801
6,693,040
4148
180
-70
335
PC13
2,445,241
6,693,093
4292
180
-70
395
PC14
2,445,122
6,692,907
4385
0
-80
354
*Easting and Northing in Gauss Kruger
The project operator (Golden Arrow) followed industry standard procedures for work carried out on the Poncha Project. All RC chip samples were from 1m intervals and the entire length of each hole was analyzed for a total of 1,521 samples. Blank, duplicate, and standard samples were inserted into the sample sequence sent to the lab for quality assurance/quality control (QA/QC) purposes. In total, 108 quality control samples (over 7% of all samples) were analyzed. Golden Arrow detected no QA/QC issues during review of the data.
Analyses of the RC samples were performed by Alex Stewart Assayers, in Mendoza, Argentina, an internationally recognized assay service provider. The drilling program being reported on in this news release was carried out under the supervision of Daniel Bussandri, Golden Arrow´s Exploration Manager. The technical information contained in this release has been reviewed by Dr. David A. Terry, P.Geo., director and Vice President Exploration for Golden Arrow, and a Qualified Person as defined in National Instrument 43-101.
Golden Arrow's Management Team is one of the most experienced in the field today. The Company is focused in Argentina and Peru in highly prospective mining regions with ongoing drilling on several properties. Golden Arrow has just over 15 million shares issued and outstanding, more than $5 million in cash on hand, and a 1% NSR on a property being put into production this year.
ON BEHALF OF THE BOARD
"Joseph Grosso"
________________________
Mr. Joseph Grosso, President & C.E.O.
For further information please contact Joseph Grosso, President & CEO, or Bruce Korhonen, Investor Relations Manager, at 1-800-901-0058, or 604-687-1828 ext.248, or fax 604-687-1858.
The TSX Venture Exchange does not accept responsibility for the adequacy or the accuracy of this release.
This news release may contain forward-looking statements including but not limited to comments regarding the timing and content of upcoming work programs, geological interpretations, receipt of property titles, potential mineral recovery processes, etc. Forward-looking statements address future events and conditions and therefore involve inherent risks and uncertainties. Actual results may differ materially from those currently anticipated in such statements."
einfach Sachen die eventuell interessant sein/werden könnten,
dann aber oft nur News, die in irgendeiner Art und Weise herausstechen, prüfen müsste das jeder selber genauer!
Aber in diesem Sinne
-das könnte da schon was sein...
(zur besseren Übersicht sollte man sich -wenn-
wohl mal den Link angucken)
www.goldenarrowresources.com/news/index.php?&content_id=83
"Golden Arrow Intersects 61m at 3.04 g/t Gold and 7.16 g/t Silver on Poncha Project, Argentina
March 27, 2008
Golden Arrow Resources Corporation ("Golden Arrow") (GRG-TSX.V) is very pleased to announce assay results from the 5-hole 1,553m reverse circulation (RC) drill program carried out in November-December 2007 on the Poncha Gold-Copper Project in San Juan, Argentina. The 5 holes tested geochemical-geophysical targets within the 2km by 2km South Target epithermal precious/base metal zone, completing the Phase II drill program started in April-May 2007.
Hole RCPC13, drilled in the northwest sector of the South Target, intersected breccia-stockwork hosted gold-silver-copper-lead-zinc mineralization over a 266m interval, between 129m and 395m depth, that included numerous high-grade gold intercepts and wider mineralized zones with highlights including:
* 266m @ 1.21 g/t gold and 3.30 g/t silver (129m – 395m) including,
* 34m @ 2.19 g/t gold and 4.31 g/t silver (129m – 163m) including,
* 9 m @ 4.88 g/t gold and 8.43 g/t silver (142m – 151m)
* 61m @ 3.04 g/t gold and 7.16 g/t silver (270m – 331m) including
* 4 m @ 10.84 g/t gold and 7.93 g/t silver (281m – 285m) and,
* 8 m @ 10.91 g/t gold and 24.00 g/t silver (305m – 313m)
This strong zone of polymetallic mineralization is spatially related to a prominent induced polarization (IP) chargeability anomaly and geologically occurs along a northwest-striking contact between porphyry intrusive rock and volcaniclastic breccias which remains open in all directions.
A summary of highlights from the 5 holes reported herein are provided in Table 1 below. Results from the first part of Phase II drilling on the South Target included 6m grading 7.4 g/t gold from DDHPC9, including 1m grading 35.03 g/t gold (see September 6, 2007 News Release).
Golden Arrow is earning up to a 100% interest in the Poncha Project from Teck Cominco Limited’s subsidiary, Teck Cominco Argentina Ltd. ("Teck Cominco") by fulfilling expenditure and tenure maintenance requirements subject to Teck Cominco’s option to re-earn up to a 65% interest in the Poncha property (see April 10, 2007 News Release).
The Company is currently planning a drill program to systematically step-out from the RCPC13 discovery hole along the chargeability anomaly/porphyry contact in all directions to delineate the extent and tenor of the mineralized zone. This program will be executed either immediately before or after the Andean winter which usually extends from April to September.
Technical Summary:
The Poncha Project is located in the Cordillera Frontal of Argentina, San Juan Province. The project hosts two mineralized zones; the copper-gold porphyry Northern Target and the structural/breccia-related polymetallic epithermal South Target. The two zones are separated by 2km of young, post mineral material (See April 10, 2007 News Release). The geologic/genetic link between these targets has not been established yet.
Exploration in 2007 has been focused on the 2km by 2km South Target where a hydrothermal-sulphide vein/breccia complex has been defined. Both Carboniferous metasiliclastic sequences and unconformably overlying Tertiary-aged volcanic units show alteration and mineralization assemblages consistent with an intermediate sulphidation model. (See September 6, 2007 News Release).
IP surveying has identified a northwest-southeast oriented chargeability anomaly that underlies the central part of the South Target. The anomaly is interpreted to reflect the concentration of sulphides (pyrite-galena-sphalerite) associated with epithermal mineralization and has been one of the primary targets of the Phase II drill program. A total of 12 holes and 3,700.45m have been drilled to date on the South Target, with collar spacing ranging from 220m to 350m, in both phases of drilling (2,147.45m of diamond core and 1,553m of RC) (see Figure 1).
The November-December 2007 drill program resulted in the discovery of a new high-grade zone intercepted by PC13. Contiguous gold mineralization cut by PC13 starts at 129 m below surface and extends for 266m to the bottom of the hole at 395m depth. Narrower zones of mineralization were intercepted by the other 4 holes completed in the November-December 2007 program.
Table 1 below presents highlights of the RC drill results for the South Target for holes RCPC10-14.
Table 1: Analytical Highlights for Poncha RCPC10-14
Hole
From (m)
To (m)
Interval (m)
Au ppm*
Ag ppm*
Cu ppm
Pb ppm
Zn ppm
Intercept
PC10
202
205
3
@
1.46
9.07
60
143
2,027
1
PC10
216
220
4
@
0.49
10.11
988
339
1,439
2
PC11
37
40
3
@
0.49
1.98
60
1,532
5,521
3
including
38
39
1
@
1.30
3.82
119
2,337
>10,000
PC12
161
164
3
@
0.56
0.00
23
142
3,885
4
PC12
186
187
1
@
0.69
3.28
31
695
3,638
5
PC12
229
230
1
@
2.13
11.02
41
514
391
6
PC13
73
77
4
@
0.22
4.13
298
900
1,912
7
PC13
129
395
266
@
1.21
3.30
281
336
1,318
8**
including
PC13
129
163
34
@
2.19
4.31
438
304
2,833
9
including
130
140
10
@
1.69
4.92
520
717
4,125
and
142
151
9
@
4.88
8.43
649
209
4,459
and
154
158
4
@
2.02
1.45
234
69
1,228
and
162
163
1
@
2.71
5.60
617
276
4,722
PC13
174
201
27
@
0.65
2.40
246
98
1,242
10
including
176
181
5
@
1.56
6.52
344
163
1,937
and
186
189
3
@
1.31
1.80
259
94
1,258
and
192
194
2
@
0.77
1.90
286
106
1,809
and
198
199
1
@
1.27
4.40
569
201
3,447
PC13
216
220
4
@
0.57
2.40
352
116
2,195
11
PC13
270
331
61
@
3.04
7.16
458
700
1,650
12
including
270
271
1
@
2.77
7.80
1,043
284
6,696
and
275
278
3
@
3.06
2.87
333
140
2,007
and
281
285
4
@
10.84
7.93
111
159
1,120
and
288
289
1
@
4.65
5.10
153
130
1,129
and
291
293
2
@
3.56
4.35
74
98
793
and
295
296
1
@
1.82
1.60
98
88
1,167
and
305
313
8
@
10.91
24.00
1,783
1,810
2,153
and
316
322
6
@
3.21
20.38
1,079
3,712
5,608
and
330
331
1
@
2.29
5.40
675
184
4,092
PC13
359
379
20
@
0.93
5.04
429
1,312
1,542
13
including
360
362
2
@
4.61
6.65
98
96
552
and
366
370
4
@
1.53
16.00
1,850
5,623
5,559
and
377
378
1
@
1.19
4.60
56
216
951
PC14
231
236
5
@
0.41
0.80
114
77
1,420
14
PC14
290
296
6
@
0.34
0.18
53
470
1,779
15
*1 ppm = 1 g/t; **Interval contains 8 1m samples with <0.01 ppm gold
Drill hole location information for holes PC10-14 is provided in Table 2 below.
Table 2: Drill Hole Data
Hole
Easting
Northing
Elevation
Azimuth
Inclination
Total Depth (m)
PC10
2,446,102
6,692,633
4109
0
-70
269
PC11
2,444,635
6,692,130
4365
0
-60
200
PC12
2,445,801
6,693,040
4148
180
-70
335
PC13
2,445,241
6,693,093
4292
180
-70
395
PC14
2,445,122
6,692,907
4385
0
-80
354
*Easting and Northing in Gauss Kruger
The project operator (Golden Arrow) followed industry standard procedures for work carried out on the Poncha Project. All RC chip samples were from 1m intervals and the entire length of each hole was analyzed for a total of 1,521 samples. Blank, duplicate, and standard samples were inserted into the sample sequence sent to the lab for quality assurance/quality control (QA/QC) purposes. In total, 108 quality control samples (over 7% of all samples) were analyzed. Golden Arrow detected no QA/QC issues during review of the data.
Analyses of the RC samples were performed by Alex Stewart Assayers, in Mendoza, Argentina, an internationally recognized assay service provider. The drilling program being reported on in this news release was carried out under the supervision of Daniel Bussandri, Golden Arrow´s Exploration Manager. The technical information contained in this release has been reviewed by Dr. David A. Terry, P.Geo., director and Vice President Exploration for Golden Arrow, and a Qualified Person as defined in National Instrument 43-101.
Golden Arrow's Management Team is one of the most experienced in the field today. The Company is focused in Argentina and Peru in highly prospective mining regions with ongoing drilling on several properties. Golden Arrow has just over 15 million shares issued and outstanding, more than $5 million in cash on hand, and a 1% NSR on a property being put into production this year.
ON BEHALF OF THE BOARD
"Joseph Grosso"
________________________
Mr. Joseph Grosso, President & C.E.O.
For further information please contact Joseph Grosso, President & CEO, or Bruce Korhonen, Investor Relations Manager, at 1-800-901-0058, or 604-687-1828 ext.248, or fax 604-687-1858.
The TSX Venture Exchange does not accept responsibility for the adequacy or the accuracy of this release.
This news release may contain forward-looking statements including but not limited to comments regarding the timing and content of upcoming work programs, geological interpretations, receipt of property titles, potential mineral recovery processes, etc. Forward-looking statements address future events and conditions and therefore involve inherent risks and uncertainties. Actual results may differ materially from those currently anticipated in such statements."
Wenn man sich anguckt, daß 'Batavia' mit etwa 6,5 Mio E bewertet ist, dann sollte das schon von Interesse sein.
www.miningnews.net/storyview.asp?storyid=193872§ionsourc…
"Batavia to offload Gullewa assets
Monday, 17 March 2008Colin Jacoby
BATAVIA Mining has signed a letter of intent with Toronto Stock Exchange-listed ATW Venture Corporation over the sale of its Gullewa copper-gold tenements in Western Australia for $A15 million."
vollständig
www.bataviamining.com.au/docs/downloads/08-03-18%20WAN%20art…
Wie gesagt, finde es mit dem Depotgesamteinsatz recht unglücklich.
Irgendwann werde ich das wahrscheinlich mal runterrechnen/anpassen
(max. 100.000, wahrsch. 10.000E)
An sich wäre es wohl auch optimaler es mit -weitaus- weniger
Werten zu versuchen -sehe aber darin gerade(!) die
Herausforderung/was zusätzlich interessantes damit trotzdem eine
hohe Performance erreichen zu wollen,
wäre wenn das erreicht werden sollte dann jedenfalls nochmal
-sehr- deutlich höher anzusehen,
ausserdem finde ich einfach vielzuviel interessant,allerdings wäre auch zu sagen, daß ich -hypothetisch, sicherheitshalber-
durchaus damit rechne, daß vielleicht etwa 20% Totalverluste werden könnten
-allerdings halte ich es dann auch für sehr wahrscheinlich,
daß allein -mal auf 10 Werte gesehen- der bestperformende
daß -weit- mehr als rausreissen würde,
nur mal um nichts zu beschönigen.
Ich rechne grundsätzlich -unaufgeregt- immer mit dem Schlimmsten,
ist eine Art Grundhaltung bei mir,
die ich für sehr positiv/nützlich halte.
www.miningnews.net/storyview.asp?storyid=193872§ionsourc…
"Batavia to offload Gullewa assets
Monday, 17 March 2008Colin Jacoby
BATAVIA Mining has signed a letter of intent with Toronto Stock Exchange-listed ATW Venture Corporation over the sale of its Gullewa copper-gold tenements in Western Australia for $A15 million."
vollständig
www.bataviamining.com.au/docs/downloads/08-03-18%20WAN%20art…
Wie gesagt, finde es mit dem Depotgesamteinsatz recht unglücklich.
Irgendwann werde ich das wahrscheinlich mal runterrechnen/anpassen
(max. 100.000, wahrsch. 10.000E)
An sich wäre es wohl auch optimaler es mit -weitaus- weniger
Werten zu versuchen -sehe aber darin gerade(!) die
Herausforderung/was zusätzlich interessantes damit trotzdem eine
hohe Performance erreichen zu wollen,
wäre wenn das erreicht werden sollte dann jedenfalls nochmal
-sehr- deutlich höher anzusehen,
ausserdem finde ich einfach vielzuviel interessant,allerdings wäre auch zu sagen, daß ich -hypothetisch, sicherheitshalber-
durchaus damit rechne, daß vielleicht etwa 20% Totalverluste werden könnten
-allerdings halte ich es dann auch für sehr wahrscheinlich,
daß allein -mal auf 10 Werte gesehen- der bestperformende
daß -weit- mehr als rausreissen würde,
nur mal um nichts zu beschönigen.
Ich rechne grundsätzlich -unaufgeregt- immer mit dem Schlimmsten,
ist eine Art Grundhaltung bei mir,
die ich für sehr positiv/nützlich halte.
"Australasian hopeful on additional magnetite acquisition
Thursday, 27 March 2008
Kate Haycock
AUSTRALASIAN Resources is confident it will acquire more tenements in the Pilbara from Clive Palmer’s private company, Mineralogy, and expects the deal to be finalised in the near future."
Thursday, 27 March 2008
Kate Haycock
AUSTRALASIAN Resources is confident it will acquire more tenements in the Pilbara from Clive Palmer’s private company, Mineralogy, and expects the deal to be finalised in the near future."
"AMCI snaps up stakes in Red Hill, Giralia
Wednesday, 26 March 2008
Kate Haycock
GIRALIA Resources has sold its 16.8% shareholding in Red Hill Iron to American Metals and Coal International, with the private equity miner and trader also buying up a 9.9% stake in Giralia itself."
Wednesday, 26 March 2008
Kate Haycock
GIRALIA Resources has sold its 16.8% shareholding in Red Hill Iron to American Metals and Coal International, with the private equity miner and trader also buying up a 9.9% stake in Giralia itself."
wäre damit ein weiterer Eisenexplorer
-Montezuma Mining
Wenn ich das richtig in Erinnerung habe,
könnten die aber eher unter Goldaspekten
interessant sein.
"Acquisition heralds Montezuma’s iron ore foray
Thursday, 27 March 2008
Charlotte Dudley
DIVERSIFIED explorer Montezuma Mining Company is moving into iron ore with the acquisition of iron ore rights over the Mt Padbury licence in Western Australia."
-Montezuma Mining
Wenn ich das richtig in Erinnerung habe,
könnten die aber eher unter Goldaspekten
interessant sein.
"Acquisition heralds Montezuma’s iron ore foray
Thursday, 27 March 2008
Charlotte Dudley
DIVERSIFIED explorer Montezuma Mining Company is moving into iron ore with the acquisition of iron ore rights over the Mt Padbury licence in Western Australia."
"Shares up as Castle bids to explore African forest
Charlotte Dudley
Thursday, 27 March 2008
SHARES in Perth-based Castle Minerals jumped 14.3% off the company’s debut iron ore claim application in Ghana, West Africa."
Die werde ich mir wahrscheinlich auch mal genauer ansehen,
habe das Gefühl, das könnte sich sehr lohnen
(mehr aber -noch- nicht)
-Castle Minerals
...scheint doch noch einige zu geben.
Charlotte Dudley
Thursday, 27 March 2008
SHARES in Perth-based Castle Minerals jumped 14.3% off the company’s debut iron ore claim application in Ghana, West Africa."
Die werde ich mir wahrscheinlich auch mal genauer ansehen,
habe das Gefühl, das könnte sich sehr lohnen
(mehr aber -noch- nicht)
-Castle Minerals
...scheint doch noch einige zu geben.
"Press Release Source: Consolidated Thompson Iron Mines Limited
Consolidated Thompson Closes $179 Million Financing, Including Exercise in Full of Over-AllotmentThursday March 27, 8:51 am ET
TORONTO, ONTARIO--(Marketwire - March 27, 2008) -
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR DISSEMENATION IN THE UNITED STATES
Consolidated Thompson Iron Mines Limited (TSX:CLM - News; "CLM" or "the Company") is pleased to announce that it has closed its previously announced bought deal financing of 23,000,000 common shares, which includes the exercise in full of the over-allotment option, at a price of $7.80 per common share for aggregate gross proceeds to the Company of $179,400,000.
ADVERTISEMENT
The Company plans to use the net proceeds from the offering to finance development activities on the Bloom Lake property; and, it may also use the net proceeds to finance future acquisitions of complementary mining assets and for working capital purposes.
Macquarie Capital Markets Canada Ltd. was the lead underwriter in a syndicate that included Canaccord Capital Corporation, GMP Securities L.P. and RBC Capital Markets.
THE COMMON SHARES 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 OR TO OR FOR THE ACCOUNT OR BENEFIT OF, U.S. PERSONS ABSENT REGISTRATION OR AN APPLICABLE EXEMPTION FROM U.S. REGISTRATION REQUIREMENTS. THIS PRESS RELEASE SHALL NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO BUY NOR SHALL THERE BE ANY SALE OF THE SECURITIES IN ANY STATE IN WHICH SUCH OFFER, SOLICITATION OR SALE WOULD BE UNLAWFUL.
About Consolidated Thompson
CLM holds the Bloom Lake Iron Ore Property which is located in the Normanville Township, Duplessis County, Province of Quebec, on the south end of the Labrador Trough (approximately 400 km north of Sept-Iles). The Bloom Lake deposit is situated approximately 10 km north of the Mount-Wright iron ore mining operation of Quebec Cartier Mining Company. Consolidated Thompson Iron Mines Limited is a mineral exploration and development company. Further information is available at www.consolidatedthompson.com.
Contact:
Richard Quesnel
Consolidated Thompson Iron Mines Limited
President and CEO
(514) 249-6320
Brad Boland
Consolidated Thompson Iron Mines Limited
(416) 861-2969
Email: info@consolidatedthompson.com
Website: www.consolidatedthompson.com
Source: Consolidated Thompson Iron Mines Limited"
Consolidated Thompson Closes $179 Million Financing, Including Exercise in Full of Over-AllotmentThursday March 27, 8:51 am ET
TORONTO, ONTARIO--(Marketwire - March 27, 2008) -
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR DISSEMENATION IN THE UNITED STATES
Consolidated Thompson Iron Mines Limited (TSX:CLM - News; "CLM" or "the Company") is pleased to announce that it has closed its previously announced bought deal financing of 23,000,000 common shares, which includes the exercise in full of the over-allotment option, at a price of $7.80 per common share for aggregate gross proceeds to the Company of $179,400,000.
ADVERTISEMENT
The Company plans to use the net proceeds from the offering to finance development activities on the Bloom Lake property; and, it may also use the net proceeds to finance future acquisitions of complementary mining assets and for working capital purposes.
Macquarie Capital Markets Canada Ltd. was the lead underwriter in a syndicate that included Canaccord Capital Corporation, GMP Securities L.P. and RBC Capital Markets.
THE COMMON SHARES 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 OR TO OR FOR THE ACCOUNT OR BENEFIT OF, U.S. PERSONS ABSENT REGISTRATION OR AN APPLICABLE EXEMPTION FROM U.S. REGISTRATION REQUIREMENTS. THIS PRESS RELEASE SHALL NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO BUY NOR SHALL THERE BE ANY SALE OF THE SECURITIES IN ANY STATE IN WHICH SUCH OFFER, SOLICITATION OR SALE WOULD BE UNLAWFUL.
About Consolidated Thompson
CLM holds the Bloom Lake Iron Ore Property which is located in the Normanville Township, Duplessis County, Province of Quebec, on the south end of the Labrador Trough (approximately 400 km north of Sept-Iles). The Bloom Lake deposit is situated approximately 10 km north of the Mount-Wright iron ore mining operation of Quebec Cartier Mining Company. Consolidated Thompson Iron Mines Limited is a mineral exploration and development company. Further information is available at www.consolidatedthompson.com.
Contact:
Richard Quesnel
Consolidated Thompson Iron Mines Limited
President and CEO
(514) 249-6320
Brad Boland
Consolidated Thompson Iron Mines Limited
(416) 861-2969
Email: info@consolidatedthompson.com
Website: www.consolidatedthompson.com
Source: Consolidated Thompson Iron Mines Limited"
die komplette Meldung zu 'Castle Minerals',
da könnte ich durchaus richtig mit liegen.
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
da könnte ich durchaus richtig mit liegen.
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"27 March 2008
APPOINTMENT OF EXPERIENCED GEOLOGIST TO
ADVANCE SA MANGANESE AND IRON PROJECT
The Board of Archer Exploration Limited is pleased to announce the appointment of Mr Wade Bollenhagen BSc.(Hons) as Exploration Manager (see picture below). Mr Bollenhagen is a geologist
with 14 years industry experience in gold, base metals and iron ore exploration in Australia and overseas.
Prior to joining Archer Exploration, Mr Bollenhagen was Chief Geologist for UraniumSA Limited and provided valuable geological and business development advice to Archer by way of the Services Agreement between Archer Exploration and UraniumSA.
The appointment of Mr Bollenhagen as Exploration Manager is consistent with the Company’s aim of expanding its own in-house expertise as described in the Company’s prospectus.
Archer Exploration Chairman Tom Phillips said he was delighted with the appointment of Mr Bollenhagen who would help to expedite exploration at the Company’s iron and manganese Carrappee
Hill Project in South Australia.
“Independent technical due diligence has identified manganese occurrences over a strike length in excess of 8km with an estimated thickness of between 30m to 100m at our Carrappee Hill Project,” Mr Phillips said.
“Developing the manganese and iron potential of Carrappee Hill is a key priority as we plan to commence comprehensive field work on the tenement.”
“We believe there is scope to increase the manganese and iron mineralisation target considerably and to this end, we look forward to utilising Wade’s expertise working for OneSteel at its Eyre Peninsula iron ore mines to fast-track delineation of the manganese and iron mineralisation and take this project forward.”
Archer Exploration has prepared a technical report that identified abundant historical data, compiled by WMC, CRA and others, relating to manganese and iron mineralisation at the Carrappee Hill Project, including well documented drilling information.
For further information please contact:
Mr Greg English
Director
Archer Exploration Limited
Tel: (08) 8132 0003"
APPOINTMENT OF EXPERIENCED GEOLOGIST TO
ADVANCE SA MANGANESE AND IRON PROJECT
The Board of Archer Exploration Limited is pleased to announce the appointment of Mr Wade Bollenhagen BSc.(Hons) as Exploration Manager (see picture below). Mr Bollenhagen is a geologist
with 14 years industry experience in gold, base metals and iron ore exploration in Australia and overseas.
Prior to joining Archer Exploration, Mr Bollenhagen was Chief Geologist for UraniumSA Limited and provided valuable geological and business development advice to Archer by way of the Services Agreement between Archer Exploration and UraniumSA.
The appointment of Mr Bollenhagen as Exploration Manager is consistent with the Company’s aim of expanding its own in-house expertise as described in the Company’s prospectus.
Archer Exploration Chairman Tom Phillips said he was delighted with the appointment of Mr Bollenhagen who would help to expedite exploration at the Company’s iron and manganese Carrappee
Hill Project in South Australia.
“Independent technical due diligence has identified manganese occurrences over a strike length in excess of 8km with an estimated thickness of between 30m to 100m at our Carrappee Hill Project,” Mr Phillips said.
“Developing the manganese and iron potential of Carrappee Hill is a key priority as we plan to commence comprehensive field work on the tenement.”
“We believe there is scope to increase the manganese and iron mineralisation target considerably and to this end, we look forward to utilising Wade’s expertise working for OneSteel at its Eyre Peninsula iron ore mines to fast-track delineation of the manganese and iron mineralisation and take this project forward.”
Archer Exploration has prepared a technical report that identified abundant historical data, compiled by WMC, CRA and others, relating to manganese and iron mineralisation at the Carrappee Hill Project, including well documented drilling information.
For further information please contact:
Mr Greg English
Director
Archer Exploration Limited
Tel: (08) 8132 0003"
Drilling commences at Chianti Copper Prospect - 05.02.08
www.gunson.com.au/html/news_f.html
60m Zone of High Tenor Copper Sulphides Intersected
at Mount Gunson - 03.03.08
www.gunson.com.au/files/reports/high%20tenor%20copper%20sulp…
Half Yearly Report 31st December 2007 - 14.03.08
www.gunson.com.au/files/reports/Gunson%20Half%20Year%20Accou…
Coburn Zircon Project - Visit to CTIEC in China
- 6-11th March 2008 - 18.03.08www.gunson.com.au/html/news_f.html
Three New Nickel Sulphide Targets Defined at Burkin,
Western Australia - 27.03.08
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
letzte, neuere Präsentation
www.gunson.com.au/html/news_f.html
www.gunson.com.au/html/news_f.html
60m Zone of High Tenor Copper Sulphides Intersected
at Mount Gunson - 03.03.08
www.gunson.com.au/files/reports/high%20tenor%20copper%20sulp…
Half Yearly Report 31st December 2007 - 14.03.08
www.gunson.com.au/files/reports/Gunson%20Half%20Year%20Accou…
Coburn Zircon Project - Visit to CTIEC in China
- 6-11th March 2008 - 18.03.08www.gunson.com.au/html/news_f.html
Three New Nickel Sulphide Targets Defined at Burkin,
Western Australia - 27.03.08
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
letzte, neuere Präsentation
www.gunson.com.au/html/news_f.html
Uuups, da ist was im falschen Thread gelandet.
Website der 'Geraldton Iron Ore Alliance'
www.gioa.com.au
(primary role of the Alliance is to promote the development of a viable and successful iron ore industry in the region)
der
+Mount Gibson Iron Limited
+Midwest Corporation Limited
+Murchison Metals Ltd
+Gindalbie Metals Ltd
+Golden West Resources Limited
+Royal Resources Limited
+Asia Iron Holdings Limited
+Atlas Iron Limited
angehören.
Meiner Meinung nach müsste es da noch den ein oder
anderen vergleichbaren Zusammenschluss geben.
www.gioa.com.au/news/media_releases.phtml
www.gioa.com.au/links/links.phtml
Website der 'Geraldton Iron Ore Alliance'
www.gioa.com.au
(primary role of the Alliance is to promote the development of a viable and successful iron ore industry in the region)
der
+Mount Gibson Iron Limited
+Midwest Corporation Limited
+Murchison Metals Ltd
+Gindalbie Metals Ltd
+Golden West Resources Limited
+Royal Resources Limited
+Asia Iron Holdings Limited
+Atlas Iron Limited
angehören.
Meiner Meinung nach müsste es da noch den ein oder
anderen vergleichbaren Zusammenschluss geben.
www.gioa.com.au/news/media_releases.phtml
www.gioa.com.au/links/links.phtml
'Golden Arrow' und 'Luiri Gold' bei den Precious Metals
unter den Volume-Leadern
und mit starken kurzfristigen Zugewinnen...
(bei GAR dürfte es klar sein, zu Luiri hab ich nichts
Newsbedingtes gefunden)
"PRECIOUS METALS
Volume Leaders
Golden Arrow Resourc TSXV: GRG $0.84 +0.27 +47.37% 8,010,198
Serengeti Resources TSXV: SIR $1.50 +0.12 +8.70% 4,432,350
Luiri Gold Limited TSXV: LGL $0.47 +0.13 +38.24% 1,708,000
Percent Gainers
Zinco Mining Corp TSXV: ZIM $0.25 +0.09 +51.52% 5,000
Golden Arrow Resourc TSXV: GRG $0.84 +0.27 +47.37% 8,010,198
La Plata Gold Corp. TSXV: LPT $0.18 +0.06 +44.00% 9,000"
...und 'Consolidated Thompson Iron Mines' und 'Quinto Mining'
auf neuen 52-Week Highs.
"52 WEEK HIGHS & LOWS
New Highs Last %Chg
Athabasca Minerals Inc. 0.67 +26.4%
Timminco 25.70 +23.0%
Redstar Gold Corp. 0.39 +11.4%
Grande Cache Coal Corp. 4.85 +9.7%
Quinto Mining Corp. 1.10 +7.8%
Cons. Thompson Iron Mines Ltd. 8.27 +3.6%"
'Mano River R.' dafür bei den Industrial Minerals unter
unter den Tages-Loosern.
"INDUSTRIAL MINERALS
Percent Losers
Golden Cariboo Resou TSXV: GCC $0.03 -0.01 -16.67% 27,500
Mano River Resources TSXV: MNO $0.16 -0.02 -11.11% 10,000
Brazauro Resources C TSXV: BZO $0.50 -0.06 -10.71% 28,800"
unter den Volume-Leadern
und mit starken kurzfristigen Zugewinnen...
(bei GAR dürfte es klar sein, zu Luiri hab ich nichts
Newsbedingtes gefunden)
"PRECIOUS METALS
Volume Leaders
Golden Arrow Resourc TSXV: GRG $0.84 +0.27 +47.37% 8,010,198
Serengeti Resources TSXV: SIR $1.50 +0.12 +8.70% 4,432,350
Luiri Gold Limited TSXV: LGL $0.47 +0.13 +38.24% 1,708,000
Percent Gainers
Zinco Mining Corp TSXV: ZIM $0.25 +0.09 +51.52% 5,000
Golden Arrow Resourc TSXV: GRG $0.84 +0.27 +47.37% 8,010,198
La Plata Gold Corp. TSXV: LPT $0.18 +0.06 +44.00% 9,000"
...und 'Consolidated Thompson Iron Mines' und 'Quinto Mining'
auf neuen 52-Week Highs.
"52 WEEK HIGHS & LOWS
New Highs Last %Chg
Athabasca Minerals Inc. 0.67 +26.4%
Timminco 25.70 +23.0%
Redstar Gold Corp. 0.39 +11.4%
Grande Cache Coal Corp. 4.85 +9.7%
Quinto Mining Corp. 1.10 +7.8%
Cons. Thompson Iron Mines Ltd. 8.27 +3.6%"
'Mano River R.' dafür bei den Industrial Minerals unter
unter den Tages-Loosern.
"INDUSTRIAL MINERALS
Percent Losers
Golden Cariboo Resou TSXV: GCC $0.03 -0.01 -16.67% 27,500
Mano River Resources TSXV: MNO $0.16 -0.02 -11.11% 10,000
Brazauro Resources C TSXV: BZO $0.50 -0.06 -10.71% 28,800"
Bei 'Red Hill Energy' gab es aktuell ein Resourcenupdate
mit einer Gesamtresource von gut 1Mrd. t Kohle
Measured&Indicated und nochmals etwa 0,44 Mrd. t Inferred.
"Red Hill Energy Inc.: NI 43-101 Report and Assays Completed on the Chandgana Khavtgai Project Confirms Large, High Quality Thermal Coal Discovery in Mongolia
Red Hill Energy Ltd
VANCOUVER, BRITISH COLUMBIA--(Marketwire - March 26, 2008) - Red Hill Energy (TSX VENTURE:RH) reported today that further to the December 21, 2007 news release, a National Instrument 43-101 report and assay results have been received by the company on its very significant Chandgana Khavtgai coal project. All three of Red Hill Energy's coal resources are now National Instrument 43-101 compliant as to tonnage and quality.
The National Instrument 43-101 report on Red Hill's 100% owned Mongolian coal discovery, Chandgana Khavtgai, has been received by the Company and is filed on www.SEDAR.com where interested parties can review it in its entirety. Chandgana Khavtai is located in the historic Nyalga Coal Basin in east central Mongolia.
In addition to Chandgana Khavtai, Red Hill Energy also controls a second, smaller, 100% owned coal project in the Nyalaga Basin called Chandgana Tal 9 kilometres northeast of Chandgana Khavtgai. The Nyalga Coal Basin is linked by a 160 km, well-maintained paved highway to a short feeder railroad connecting to the central Mongolian railroad. The National Instrument 43-101 report on Chandgana Khavtai was prepared by Mr. Christopher M. Kravits of Utah, United States, and is coauthored by Mr. Eric Robeck, Red Hill Energy's V.P. of Coal Exploration and Development.
Coal resources were estimated by correlating the coal seams between drill holes. The coal seam thicknesses were selected according to Canadian Geological Survey Paper 88-21 as referenced by NI 43-101. The resulting coal thickness data were computer modeled using a proprietary modeling algorithm called ABOS. The modeled thicknesses were clipped to license boundaries, geologic limits, and the minimum coal seam thickness allowed by Paper 88-21. The modeled coal thickness was converted to a volume, and then converted to tonnes using the average laboratory-determined coal density. The assurance of existence areas (measured, indicated and inferred) were determined according to NI 43-101 and used to provide a breakdown of the resource.
The total Chandgana Khavtgai resource from Mr. Kravits' report is as follows: 187.7 million tonnes are measured and 469.2 million tonnes are indicated, for a total resource of 656.9 million tonnes. An additional 405.2 million tonnes are categorized as inferred.
Specifics on coal resource quantities from all three of Red Hill's 100% owned coal projects can be viewed in the following table. All values represent millions of tonnes.
---------------------------------------------------------------
PROJECT/ MEASURED &
BASIN MEASURED INDICATED INDICATED INFERRED
---------------------------------------------------------------
Ulaan Ovoo 174.5 34.3 208.8 35.9
(Northern Basin)
---------------------------------------------------------------
Chandgana Tal 141.3 (none) 141.3 (none)
(Nyalga Coal Basin)
---------------------------------------------------------------
Chandgana Khavtgai 187.7 469.2 656.9 405.2
(Nyalga Coal Basin)
---------------------------------------------------------------
Total 503.5 504.0 1,007.0 441.1---------------------------------------------------------------
Assay results from Chandgana Khavtgai confirm a high quality, very desirable thermal coal, similar in quality to Chandgana Tal's previously reported assays. Specific quality details from each of Red Hill Energy's three resource projects can be viewed in the following table. Also included are the very low stripping ratios and significant average coal seam thicknesses from each project.
-------------------------------------------------------------------
HEATING STRIP SEAM
ASH SULFUR VALUE RATIO THICKNESS
PROJECT (%) (%) Btu/lb kcal/kg (Avg) (Avg)
--------------------------------------------------------------------------
Ulaan Ovoo 11.6 0.4 9,400 5,200 2.0:1 53.9 metres
(as-received) (1st 140
million
tonnes)
--------------------------------------------------------------------------
Chandgana Tal 12.5 0.7 7,600 4,200 0.53:1 40.0 metres
(air-dried)
--------------------------------------------------------------------------
Chandgana Khavtgai 10.3 0.5 7,800 4,400 1.9:1 38.0 metres
(air-dried)
-------------------------------------------------------------------
Mongolia's historic Nyalga Coal Basin is controlled almost entirely by Red Hill Energy and CVRD of Brazil. Both of Red Hill's 100% owned Chandgana coal projects are contiguous to and share the same massive coal seam as CVRD's 100% owned, major Mongolian coal project. CVRD of Brazil is the world's largest mining company.
Combined, Red Hill's Chandgana projects host 798.2 million tonnes of measured and indicated high quality thermal coal with an additional 405.2 million tonnes inferred.
The coal quality found in the Nyalga Coal Basin is a likely candidate for thermal power generation as well as conversion to gas or liquid fuels. Coal of comparable quality is currently being profitably mined in Mongolia, Russia and China.
Red Hill's coal projects are all amenable to low cost surface mining operations and are accessible to the world's largest coal consuming nations. In all three resource projects, the coal seam outcrops, offering easy access to the projects' primarily single, massive coal seams. The Nyalga Coal Basin is linked by road to Mongolia's capital Ulaanbaatar (300 km to the west) and to the Mongolian Railroad (160 km to the west), providing direct rail access to China to the south and Russia to the north. Ulaan Ovoo, Red Hill's northernmost project, is within 120 km of the railroad and is also linked by a good quality road.
A Transportation and Economic assessment of the Ulaan Ovoo Project is nearing completion and is currently being evaluated by Red Hill Energy. The study outlines short and long term demand for Ulaan Ovoo coal, updates anticipated mine production and operation costs, and transportation costs for several marketing scenarios. Details will be outlined by Red Hill Energy in a forthcoming news release.
Mr. Christopher M. Kravits is the Qualified Person for the Chandgana Khavtgai resource area study. He received a BA from Slippery Rock University (USA) and an MS from Southern Illinois University-Carbondale (USA). He has 31 years of experience in the coal industry and is a certified and licensed professional geologist. Mr. Kravits has managed coal exploration projects, evaluated coal resources and has been responsible for or supported coal resource acquisition, mine geology and coal quality, environmental and marketing functions.
ABOUT RED HILL ENERGY INC.
Red Hill Energy Inc. is a junior resource company trading on the TSX-Venture Exchange under the trading symbol RH. The Company is advancing over one billion tonnes of 100% owned coal from two Mongolian coal basins towards production. Red Hill also has multiple uranium properties and several gold and copper exploration projects located throughout Mongolia. Red Hill has a strategic alliance with Mega Uranium Ltd. to jointly develop its uranium assets and has a full-time office in Mongolia's capital, Ulaanbaatar.
RED HILL ENERGY INC.
G. Arnold Armstrong, Chairman and CEO
Ranjeet Sundher, President
Forward-Looking Statements: Statements in this release that are forward-looking statements are subject to various risks and uncertainties concerning the specific factors disclosed under the heading "Risk Factors" and elsewhere in the Corporation's periodic filings with Canadian Securities Regulators. Such information contained herein represents management's best judgment as of the date hereof based on information currently available. The companies do not assume the obligation to update any forward-looking statement.
FOR FURTHER INFORMATION PLEASE CONTACT:
Red Hill Energy Inc.
Paul McKenzie
Director
(604) 642-COAL (2625)
Email: info@redhillenergy.com
Website: www.redhillenergy.com
The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.
Source: CCN Matthews (March 26, 2008 - 9:01 AM EDT)
News by QuoteMedia
www.quotemedia.com"
mit einer Gesamtresource von gut 1Mrd. t Kohle
Measured&Indicated und nochmals etwa 0,44 Mrd. t Inferred.
"Red Hill Energy Inc.: NI 43-101 Report and Assays Completed on the Chandgana Khavtgai Project Confirms Large, High Quality Thermal Coal Discovery in Mongolia
Red Hill Energy Ltd
VANCOUVER, BRITISH COLUMBIA--(Marketwire - March 26, 2008) - Red Hill Energy (TSX VENTURE:RH) reported today that further to the December 21, 2007 news release, a National Instrument 43-101 report and assay results have been received by the company on its very significant Chandgana Khavtgai coal project. All three of Red Hill Energy's coal resources are now National Instrument 43-101 compliant as to tonnage and quality.
The National Instrument 43-101 report on Red Hill's 100% owned Mongolian coal discovery, Chandgana Khavtgai, has been received by the Company and is filed on www.SEDAR.com where interested parties can review it in its entirety. Chandgana Khavtai is located in the historic Nyalga Coal Basin in east central Mongolia.
In addition to Chandgana Khavtai, Red Hill Energy also controls a second, smaller, 100% owned coal project in the Nyalaga Basin called Chandgana Tal 9 kilometres northeast of Chandgana Khavtgai. The Nyalga Coal Basin is linked by a 160 km, well-maintained paved highway to a short feeder railroad connecting to the central Mongolian railroad. The National Instrument 43-101 report on Chandgana Khavtai was prepared by Mr. Christopher M. Kravits of Utah, United States, and is coauthored by Mr. Eric Robeck, Red Hill Energy's V.P. of Coal Exploration and Development.
Coal resources were estimated by correlating the coal seams between drill holes. The coal seam thicknesses were selected according to Canadian Geological Survey Paper 88-21 as referenced by NI 43-101. The resulting coal thickness data were computer modeled using a proprietary modeling algorithm called ABOS. The modeled thicknesses were clipped to license boundaries, geologic limits, and the minimum coal seam thickness allowed by Paper 88-21. The modeled coal thickness was converted to a volume, and then converted to tonnes using the average laboratory-determined coal density. The assurance of existence areas (measured, indicated and inferred) were determined according to NI 43-101 and used to provide a breakdown of the resource.
The total Chandgana Khavtgai resource from Mr. Kravits' report is as follows: 187.7 million tonnes are measured and 469.2 million tonnes are indicated, for a total resource of 656.9 million tonnes. An additional 405.2 million tonnes are categorized as inferred.
Specifics on coal resource quantities from all three of Red Hill's 100% owned coal projects can be viewed in the following table. All values represent millions of tonnes.
---------------------------------------------------------------
PROJECT/ MEASURED &
BASIN MEASURED INDICATED INDICATED INFERRED
---------------------------------------------------------------
Ulaan Ovoo 174.5 34.3 208.8 35.9
(Northern Basin)
---------------------------------------------------------------
Chandgana Tal 141.3 (none) 141.3 (none)
(Nyalga Coal Basin)
---------------------------------------------------------------
Chandgana Khavtgai 187.7 469.2 656.9 405.2
(Nyalga Coal Basin)
---------------------------------------------------------------
Total 503.5 504.0 1,007.0 441.1---------------------------------------------------------------
Assay results from Chandgana Khavtgai confirm a high quality, very desirable thermal coal, similar in quality to Chandgana Tal's previously reported assays. Specific quality details from each of Red Hill Energy's three resource projects can be viewed in the following table. Also included are the very low stripping ratios and significant average coal seam thicknesses from each project.
-------------------------------------------------------------------
HEATING STRIP SEAM
ASH SULFUR VALUE RATIO THICKNESS
PROJECT (%) (%) Btu/lb kcal/kg (Avg) (Avg)
--------------------------------------------------------------------------
Ulaan Ovoo 11.6 0.4 9,400 5,200 2.0:1 53.9 metres
(as-received) (1st 140
million
tonnes)
--------------------------------------------------------------------------
Chandgana Tal 12.5 0.7 7,600 4,200 0.53:1 40.0 metres
(air-dried)
--------------------------------------------------------------------------
Chandgana Khavtgai 10.3 0.5 7,800 4,400 1.9:1 38.0 metres
(air-dried)
-------------------------------------------------------------------
Mongolia's historic Nyalga Coal Basin is controlled almost entirely by Red Hill Energy and CVRD of Brazil. Both of Red Hill's 100% owned Chandgana coal projects are contiguous to and share the same massive coal seam as CVRD's 100% owned, major Mongolian coal project. CVRD of Brazil is the world's largest mining company.
Combined, Red Hill's Chandgana projects host 798.2 million tonnes of measured and indicated high quality thermal coal with an additional 405.2 million tonnes inferred.
The coal quality found in the Nyalga Coal Basin is a likely candidate for thermal power generation as well as conversion to gas or liquid fuels. Coal of comparable quality is currently being profitably mined in Mongolia, Russia and China.
Red Hill's coal projects are all amenable to low cost surface mining operations and are accessible to the world's largest coal consuming nations. In all three resource projects, the coal seam outcrops, offering easy access to the projects' primarily single, massive coal seams. The Nyalga Coal Basin is linked by road to Mongolia's capital Ulaanbaatar (300 km to the west) and to the Mongolian Railroad (160 km to the west), providing direct rail access to China to the south and Russia to the north. Ulaan Ovoo, Red Hill's northernmost project, is within 120 km of the railroad and is also linked by a good quality road.
A Transportation and Economic assessment of the Ulaan Ovoo Project is nearing completion and is currently being evaluated by Red Hill Energy. The study outlines short and long term demand for Ulaan Ovoo coal, updates anticipated mine production and operation costs, and transportation costs for several marketing scenarios. Details will be outlined by Red Hill Energy in a forthcoming news release.
Mr. Christopher M. Kravits is the Qualified Person for the Chandgana Khavtgai resource area study. He received a BA from Slippery Rock University (USA) and an MS from Southern Illinois University-Carbondale (USA). He has 31 years of experience in the coal industry and is a certified and licensed professional geologist. Mr. Kravits has managed coal exploration projects, evaluated coal resources and has been responsible for or supported coal resource acquisition, mine geology and coal quality, environmental and marketing functions.
ABOUT RED HILL ENERGY INC.
Red Hill Energy Inc. is a junior resource company trading on the TSX-Venture Exchange under the trading symbol RH. The Company is advancing over one billion tonnes of 100% owned coal from two Mongolian coal basins towards production. Red Hill also has multiple uranium properties and several gold and copper exploration projects located throughout Mongolia. Red Hill has a strategic alliance with Mega Uranium Ltd. to jointly develop its uranium assets and has a full-time office in Mongolia's capital, Ulaanbaatar.
RED HILL ENERGY INC.
G. Arnold Armstrong, Chairman and CEO
Ranjeet Sundher, President
Forward-Looking Statements: Statements in this release that are forward-looking statements are subject to various risks and uncertainties concerning the specific factors disclosed under the heading "Risk Factors" and elsewhere in the Corporation's periodic filings with Canadian Securities Regulators. Such information contained herein represents management's best judgment as of the date hereof based on information currently available. The companies do not assume the obligation to update any forward-looking statement.
FOR FURTHER INFORMATION PLEASE CONTACT:
Red Hill Energy Inc.
Paul McKenzie
Director
(604) 642-COAL (2625)
Email: info@redhillenergy.com
Website: www.redhillenergy.com
The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.
Source: CCN Matthews (March 26, 2008 - 9:01 AM EDT)
News by QuoteMedia
www.quotemedia.com"
-Mantra Ming Inc.
da hängen Leute von -u.a.-
'Nautilus Minerals', 'Peru Copper', 'Bear Creek Mining',
'Keegan Resources', 'Raytec Metals' und 'Norsemont Mining',
mit drin.
Sehr sehr vielseitig orientiert(geographisch und nach was exploriert werden soll ...glaube nach 10 versch. Rohstoffen), über sich selber sagen sie,
daß sie -u.a.- zum Ziel haben "world Class" Potashvorkommen
ausfindig zu machen
-aber das ist halt nur ein Ziel,
ich mags nicht allzusehr, wenn die Riesenspekulativen
Hypes ausbrechen, glaube sollte längerfristig lohnenswert sein,
sich die anzugucken.
da hängen Leute von -u.a.-
'Nautilus Minerals', 'Peru Copper', 'Bear Creek Mining',
'Keegan Resources', 'Raytec Metals' und 'Norsemont Mining',
mit drin.
Sehr sehr vielseitig orientiert(geographisch und nach was exploriert werden soll ...glaube nach 10 versch. Rohstoffen), über sich selber sagen sie,
daß sie -u.a.- zum Ziel haben "world Class" Potashvorkommen
ausfindig zu machen
-aber das ist halt nur ein Ziel,
ich mags nicht allzusehr, wenn die Riesenspekulativen
Hypes ausbrechen, glaube sollte längerfristig lohnenswert sein,
sich die anzugucken.
"Nach dem beinahe Konkurs von Bear Stearns - gerettet durch die Übernahme von JP Morgan zu wahrscheinlich 10 $/sh - immerhin nicht mal 10 % des Wertes aus vergangenen Monaten, liegen die
Nerven der Investoren weiter blank.
Der $ nun zwar vorübergehend wieder gestiegen, dürfte noch
stärker unter Druck kommen und die Frage wohin er fällt gibt genug Stoff für Spekulationen. Auch von einem halben € wird gesprochen. Dies bedeutet natürlich doppelte Probleme für $ Märkte, die ja auch
Öl und Rohstoffe im $ kaufen.
Einzelne Hersteller versuchen bereits ihre Produkte in paritätisch
zusammengesetzten Kunstwährungen je zu einem Drittel Yen, € und $ am Markt zu verkaufen.
Eine Folge daraus ist, dass nicht nur die Produktionskosten überproportional steigen, sondern auch die Grundlage aller Feasibilitystudien nämlich die Investitionskosten der überwiegend aus Stahl bestehenden Aufbereitungs- und Transportmaschinen massiv ansteigen."
DAS ("Kunstwährungen"...) sollte man -vor allem mit den dann möglichen markanten Folgen/Auswirkungen)- wirklich unbedingt
im Auge behalten!!
Nerven der Investoren weiter blank.
Der $ nun zwar vorübergehend wieder gestiegen, dürfte noch
stärker unter Druck kommen und die Frage wohin er fällt gibt genug Stoff für Spekulationen. Auch von einem halben € wird gesprochen. Dies bedeutet natürlich doppelte Probleme für $ Märkte, die ja auch
Öl und Rohstoffe im $ kaufen.
Einzelne Hersteller versuchen bereits ihre Produkte in paritätisch
zusammengesetzten Kunstwährungen je zu einem Drittel Yen, € und $ am Markt zu verkaufen.
Eine Folge daraus ist, dass nicht nur die Produktionskosten überproportional steigen, sondern auch die Grundlage aller Feasibilitystudien nämlich die Investitionskosten der überwiegend aus Stahl bestehenden Aufbereitungs- und Transportmaschinen massiv ansteigen."
DAS ("Kunstwährungen"...) sollte man -vor allem mit den dann möglichen markanten Folgen/Auswirkungen)- wirklich unbedingt
im Auge behalten!!
"...DRC kündigt die Verträge mit Anvil und First Quantum mit dem Ziel eine neue Bergbaurichtlinie einzuführen, die erhebliche zusätzliche Kosten verursacht.
Damit sollten Kupferwerte bis zur endgültigen Klärung der neuerlichen Erpressung durch die Zairischen Behörden gemieden werden. ..."
Damit sollten Kupferwerte bis zur endgültigen Klärung der neuerlichen Erpressung durch die Zairischen Behörden gemieden werden. ..."
http://tradingroom.com.au/apps/view_breaking_news_article.ac…
"China-backed Australasian to double size of iron ore project
AAP
March 27 2008, 7:22PM
By Rebecca Le May
PERTH, March 27 AAP - Alliances with Chinese steel makers will be the key to determining whether iron ore explorers become producers and exporters, says Australasian Resources Ltd managing director Andrew Caruso.
Mr Caruso was responding to comments by Rio Tinto Iron Ore chief executive Sam Walsh that only a handful of the 90 or so iron ore juniors on the Australian stock exchange would graduate to export the bulk commodity in the next few years.
Australasian is documenting a joint venture agreement for its flagship Balmoral South project in Western Australia's Pilbara region with Chinese state-owned Shougang Corporation.
Shougang is an 8.4 per cent shareholder in Australasia and China's fourth largest steel maker.
"I think there is competition for iron ore resources in the market and the more likely aspirants will be competing with Rio Tinto Ltd and BHP Billiton Ltd,' Mr Caruso told AAP.
"Those companies that have the support of China, the support of a major partner, are more likely to be able to face that challenge rather than those who are facing longer timeframes to get into production without a major partner."
Mr Caruso told a WA Mining Club function that China's large cash reserves continued to offer great finance opportunities for future iron ore developments in Australia.
"The Chinese want to influence iron ore supply ... and will make more investments in the future."
Shougang has invested $56 million into Australasian and will decide whether to proceed with financing the Balmoral South project in June after reviewing the feasibility study, which is currently underway.
At this point, it can earn 50 per cent of the project and secure all product offtake for 25 years, offering 100 per cent of the project financing interest free in return.
Australasian today said it could double initial production from the project to 24 million tonnes per annum (Mtpa).
The project is slated to commence production in 2010/11.
Australasian said it expected to secure environmental approval by October for an operation up to 24 Mtpa.
Mr Caruso said he wanted to dispel myths about magnetite iron ore, which was widely underrated compared with hematite iron ore.
"50 per cent of the world's iron ore supply comes from magnetite ... it's not as exotic as it is sometimes portrayed," he said.
"China has used magnetite for many decades ... and are used to working in other cultures."
Mr Caruso said industry observers needed to "get past" the magnetite versus hematite debate.
Shares in Australasian closed up nine cents or 5.96 per cent to $1.60 after an intraday high of $1.65.
By Rebecca Le May"
"China-backed Australasian to double size of iron ore project
AAP
March 27 2008, 7:22PM
By Rebecca Le May
PERTH, March 27 AAP - Alliances with Chinese steel makers will be the key to determining whether iron ore explorers become producers and exporters, says Australasian Resources Ltd managing director Andrew Caruso.
Mr Caruso was responding to comments by Rio Tinto Iron Ore chief executive Sam Walsh that only a handful of the 90 or so iron ore juniors on the Australian stock exchange would graduate to export the bulk commodity in the next few years.
Australasian is documenting a joint venture agreement for its flagship Balmoral South project in Western Australia's Pilbara region with Chinese state-owned Shougang Corporation.
Shougang is an 8.4 per cent shareholder in Australasia and China's fourth largest steel maker.
"I think there is competition for iron ore resources in the market and the more likely aspirants will be competing with Rio Tinto Ltd and BHP Billiton Ltd,' Mr Caruso told AAP.
"Those companies that have the support of China, the support of a major partner, are more likely to be able to face that challenge rather than those who are facing longer timeframes to get into production without a major partner."
Mr Caruso told a WA Mining Club function that China's large cash reserves continued to offer great finance opportunities for future iron ore developments in Australia.
"The Chinese want to influence iron ore supply ... and will make more investments in the future."
Shougang has invested $56 million into Australasian and will decide whether to proceed with financing the Balmoral South project in June after reviewing the feasibility study, which is currently underway.
At this point, it can earn 50 per cent of the project and secure all product offtake for 25 years, offering 100 per cent of the project financing interest free in return.
Australasian today said it could double initial production from the project to 24 million tonnes per annum (Mtpa).
The project is slated to commence production in 2010/11.
Australasian said it expected to secure environmental approval by October for an operation up to 24 Mtpa.
Mr Caruso said he wanted to dispel myths about magnetite iron ore, which was widely underrated compared with hematite iron ore.
"50 per cent of the world's iron ore supply comes from magnetite ... it's not as exotic as it is sometimes portrayed," he said.
"China has used magnetite for many decades ... and are used to working in other cultures."
Mr Caruso said industry observers needed to "get past" the magnetite versus hematite debate.
Shares in Australasian closed up nine cents or 5.96 per cent to $1.60 after an intraday high of $1.65.
By Rebecca Le May"
eine Menge Links zu Kohle
www.centreforenergy.com/linksGenerator.asp?absKey=links_coal…
www.centreforenergy.com/linksGenerator.asp?absKey=links_coal…
habe im Moment 2 Ölunternehmen im Blick,
beiden ist gemein, daß sie sehr klein sind
und eine Mörderphantasie haben.
Allerdings kann ich bei beiden, aus versch. Gründen,
auch die Seriösität nicht einschätzen.
Werd mir da wahrsch. einige Zeit nehmen das rauszubekommen,
sollte das dann -aufgrund einer guten Faktengrundlage-
gut aussehen
-dann werden recht wahrscheinlich 1ns oder beide Unternehmen
mit die letzten Kandidaten fürs Depot.
beiden ist gemein, daß sie sehr klein sind
und eine Mörderphantasie haben.
Allerdings kann ich bei beiden, aus versch. Gründen,
auch die Seriösität nicht einschätzen.
Werd mir da wahrsch. einige Zeit nehmen das rauszubekommen,
sollte das dann -aufgrund einer guten Faktengrundlage-
gut aussehen
-dann werden recht wahrscheinlich 1ns oder beide Unternehmen
mit die letzten Kandidaten fürs Depot.
unter den "Most Actives" diesmal nichts dabei,
dafür 3(von 7!!) mit neuen 52-Week Highs...
" company/52wkhigh/52wklow/last/change/%change
First Source Resources Inc. 0.300 0.270 0.350 +0.08 +29.63%
Quinto Mining Corp. 1.150 0.410 1.230 +0.13 +11.82%
New Millennium Capital Corp. 1.600 0.465 1.700 +0.16 +10.39%
Sierra Minerals Inc 0.490 0.185 0.495 +0.04 +8.79%
Champion Minerals Inc. 0.600 0.300 0.620 +0.02 +3.33%
Redstar Gold Corp. 0.390 0.110 0.400 +0.01 +2.56%
Potash Corp. OF Sask. Inc 165.360 59.450 165.630 +2.94 +1.81%"
dafür 3(von 7!!) mit neuen 52-Week Highs...
" company/52wkhigh/52wklow/last/change/%change
First Source Resources Inc. 0.300 0.270 0.350 +0.08 +29.63%
Quinto Mining Corp. 1.150 0.410 1.230 +0.13 +11.82%
New Millennium Capital Corp. 1.600 0.465 1.700 +0.16 +10.39%
Sierra Minerals Inc 0.490 0.185 0.495 +0.04 +8.79%
Champion Minerals Inc. 0.600 0.300 0.620 +0.02 +3.33%
Redstar Gold Corp. 0.390 0.110 0.400 +0.01 +2.56%
Potash Corp. OF Sask. Inc 165.360 59.450 165.630 +2.94 +1.81%"
"28 March 2008
The Company Announcements Office
ASX Limited
Via E Lodgement
Cape Lambert and MCC positively
progressing AUD$400M sale
Key points:
• AUD$400 million sale of Cape Lambert Iron Ore Project to MCC on track,
• MCC has submitted an application to the Foreign Investment Review Board (“FIRB”),
• Due diligence progressing. ..."
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
The Company Announcements Office
ASX Limited
Via E Lodgement
Cape Lambert and MCC positively
progressing AUD$400M sale
Key points:
• AUD$400 million sale of Cape Lambert Iron Ore Project to MCC on track,
• MCC has submitted an application to the Foreign Investment Review Board (“FIRB”),
• Due diligence progressing. ..."
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
Also ich will es jetzt nicht beschwören,
aber wenn bei Cape Lambert der Verkauf zustande kommen sollte,
dann könnte sich vielleicht die gleiche Situation anbahnen,
wie es sich bei 'Batavia Mining' abzuzeichnen scheint
(mehr Cash als aktuelle Bewertung -auch f.d.!,
restliche Projekte für lau).
Ich hab da nicht genaueres geprüft, müsste jeder selber machen,
aber das könnten vielleicht unter kürzerfristigen, Tradinggesichtspunkten(??) sehr interessante Situationen sein
-abseits jeglicher Fundamentals.
Einfach nur als mögliche Option,
wäre -dann- schön blöd sowas ungenutzt zu lassen.
www.capelam.com.au
www.bataviamining.com.au
aber wenn bei Cape Lambert der Verkauf zustande kommen sollte,
dann könnte sich vielleicht die gleiche Situation anbahnen,
wie es sich bei 'Batavia Mining' abzuzeichnen scheint
(mehr Cash als aktuelle Bewertung -auch f.d.!,
restliche Projekte für lau).
Ich hab da nicht genaueres geprüft, müsste jeder selber machen,
aber das könnten vielleicht unter kürzerfristigen, Tradinggesichtspunkten(??) sehr interessante Situationen sein
-abseits jeglicher Fundamentals.
Einfach nur als mögliche Option,
wäre -dann- schön blöd sowas ungenutzt zu lassen.
www.capelam.com.au
www.bataviamining.com.au
'Lindian Resources' die habens schon Ewigkeiten vor sich
auch im Eisensektor zu engagieren,
scheint diesbezüglich langsam mal in die finale Endrunde
zu gehen, also in absehbarer Zeit wahrsch. auch dabei.
auch im Eisensektor zu engagieren,
scheint diesbezüglich langsam mal in die finale Endrunde
zu gehen, also in absehbarer Zeit wahrsch. auch dabei.
Ich werd ein klein bisschen was ändern
und auch -sektortechnisch- breitgefächerter
was reinstellen, was Anregungen, mögliche Ideen,
interessant sein könnte.
(werde es demnächst/als 1stes wahrsch. mal mit einer Auflistung
von Unternehmen mit beachtlichen -riesengroßen Goldvorkommen,
aber einer sehr sehr geringen Bewertung -mit Blick auf die
Vorkommen- versuchen)
In der Hauptsache will ich mir durch das ganze posten hier eigentlich -nur- selber einen immer besseren Durchblick erarbeiten,
aber will auch versuchen hier eine ganze Menge Anregungen
u.ä. reinzuhauen.
Versuche mir gerade eine ganze Menge Basiswissen
zu erarbeiten, bin u.a. dabei mir eine Art
"Mining Glossary" aufzubauen.
Immer Step by Step, aber wenn das eine beachtliche Größe
erreichen sollte, werd ich hier wahrsch. mal einen Link zu reinstellen.
und auch -sektortechnisch- breitgefächerter
was reinstellen, was Anregungen, mögliche Ideen,
interessant sein könnte.
(werde es demnächst/als 1stes wahrsch. mal mit einer Auflistung
von Unternehmen mit beachtlichen -riesengroßen Goldvorkommen,
aber einer sehr sehr geringen Bewertung -mit Blick auf die
Vorkommen- versuchen)
In der Hauptsache will ich mir durch das ganze posten hier eigentlich -nur- selber einen immer besseren Durchblick erarbeiten,
aber will auch versuchen hier eine ganze Menge Anregungen
u.ä. reinzuhauen.
Versuche mir gerade eine ganze Menge Basiswissen
zu erarbeiten, bin u.a. dabei mir eine Art
"Mining Glossary" aufzubauen.
Immer Step by Step, aber wenn das eine beachtliche Größe
erreichen sollte, werd ich hier wahrsch. mal einen Link zu reinstellen.
www.championminerals.com/files/attikamagen.pdf
www.championminerals.com
'Champion Minerals' müsste noch ziemlich interessant werden
können(wobei das noch eine riesen Spanne offenlässt), wollte ich schon bei der Ersterwähnung mal anmerken.
Eine interessante Vorgeschichte,
starke Region für Eisen, fündig werden die da auf jeden Fall,
nur in wieweit verwertbar wird sich zeigen müsssen,
aber schon nicht uninteressant, keine 2 Tage, nachdem
sie Ihr Property nochmal erweitert haben
-klopft ein anderes Unternehmen an der Tür,
was sich 51-60% krallt.
Ich bin mir nicht ganz sicher, ob hier vielleicht auch
so eine Hammer-Phantasie existieren könnte?!
-muss aber absolut nicht(wahrsch. nicht), ich werd mir das mit dem historischen Mining in der Region nochmal genauer durchlesen.
www.championminerals.com
'Champion Minerals' müsste noch ziemlich interessant werden
können(wobei das noch eine riesen Spanne offenlässt), wollte ich schon bei der Ersterwähnung mal anmerken.
Eine interessante Vorgeschichte,
starke Region für Eisen, fündig werden die da auf jeden Fall,
nur in wieweit verwertbar wird sich zeigen müsssen,
aber schon nicht uninteressant, keine 2 Tage, nachdem
sie Ihr Property nochmal erweitert haben
-klopft ein anderes Unternehmen an der Tür,
was sich 51-60% krallt.
Ich bin mir nicht ganz sicher, ob hier vielleicht auch
so eine Hammer-Phantasie existieren könnte?!
-muss aber absolut nicht(wahrsch. nicht), ich werd mir das mit dem historischen Mining in der Region nochmal genauer durchlesen.
Wenn die Angaben der Website aktuell ist,
dann hätten die -Champion Minerals-
noch nichtmal 11Mio Shares ausgegeben,
bei einem Kurs von etwa 0,60 C$.
Allein das ist ein -richtig- guter Grund für mich,
die mir mal einiges genauer anzusehen.
Richtig stark ansprechen tut mich auf einen ersten Blick
'Castle Minerals' -die könnten sehr gut richtig viel
Phantasie haben, werd die auf jeden Fall genauer unter
die Lupe nehmen, wenn was interessantes bei rauskommt,
stell ich die vielleicht mal ein bisschen genauer vor.
www.castleminerals.com.au
dann hätten die -Champion Minerals-
noch nichtmal 11Mio Shares ausgegeben,
bei einem Kurs von etwa 0,60 C$.
Allein das ist ein -richtig- guter Grund für mich,
die mir mal einiges genauer anzusehen.
Richtig stark ansprechen tut mich auf einen ersten Blick
'Castle Minerals' -die könnten sehr gut richtig viel
Phantasie haben, werd die auf jeden Fall genauer unter
die Lupe nehmen, wenn was interessantes bei rauskommt,
stell ich die vielleicht mal ein bisschen genauer vor.
www.castleminerals.com.au
Wer sich den Akquisitionslink zu 'Castle Minerals'
angeguckt haben sollte
(wenn nicht -nochmal #246 gucken):
die vor langer Zeit vom 'Ghana Geological Survey'
estimated 150 million long tons @43-56% Fe
scheinen mir viel zu wenig zu sein.
Aber vielleicht liege ich auch falsch,
irgendwas kriege ich hier nicht ganz richtig auf die Reihe,
das gleiche Gefühl hab ich bei 'Champion Minerals' auch.
angeguckt haben sollte
(wenn nicht -nochmal #246 gucken):
die vor langer Zeit vom 'Ghana Geological Survey'
estimated 150 million long tons @43-56% Fe
scheinen mir viel zu wenig zu sein.
Aber vielleicht liege ich auch falsch,
irgendwas kriege ich hier nicht ganz richtig auf die Reihe,
das gleiche Gefühl hab ich bei 'Champion Minerals' auch.
Hab den "Fehler" entdeckt (ein GEILER Fehler!!)
War schon Großteils alles richtig so,
aber das Resourcestimate bezieht sich nur auf 4km2
-also einem BRUCHteil des Resourcentargets und der Streichlänge!!,
zudem scheint die Mächtigkeit im Durchschnitt auch noch
einiges größer zu sein, als im Estimate angenommen.
Das muss gar nichts -kann aber SEHR viel zu sagen haben.
stells nochmal rein:
www.castleminerals.com.au/downloads/announcements/cdt_200803…
Also im Moment würde ich es nicht ausschliessen,
daß das eine WahnsinnsSache ist/werden kann.
Werde einigermassen kurzfristig versuchen mehr dazu
rauszubekommen(obwohl ich noch keine Ahnung hab wie), wenn das dann weiter sehr stark aussehen würde,
könnte das durchaus eine der letzten Positionen fürs Depot werden,
hoffe, daß in dem Falle der Kurs nicht wegrennen würde.
War schon Großteils alles richtig so,
aber das Resourcestimate bezieht sich nur auf 4km2
-also einem BRUCHteil des Resourcentargets und der Streichlänge!!,
zudem scheint die Mächtigkeit im Durchschnitt auch noch
einiges größer zu sein, als im Estimate angenommen.
Das muss gar nichts -kann aber SEHR viel zu sagen haben.
stells nochmal rein:
www.castleminerals.com.au/downloads/announcements/cdt_200803…
Also im Moment würde ich es nicht ausschliessen,
daß das eine WahnsinnsSache ist/werden kann.
Werde einigermassen kurzfristig versuchen mehr dazu
rauszubekommen(obwohl ich noch keine Ahnung hab wie), wenn das dann weiter sehr stark aussehen würde,
könnte das durchaus eine der letzten Positionen fürs Depot werden,
hoffe, daß in dem Falle der Kurs nicht wegrennen würde.
Feb 14th, 2008
Red Hot Coal Market Just heating Up Kevin Bambrough of Sprott Resource Corp. talks about the rallying coal market.
www.resourceinvestor.com/pebble.asp?relid=40511
"RESOURCE INVESTOR: Today on Resource Investor Podcasts, we’re going to discuss the red hot coal market. With us is Kevin Bambrough, President and CEO of Sprott Resource Corp., a company that invests directly and indirectly in natural resources, managed by an all-star team of resource investors from Sprott Asset Management. Welcome to our show, Kevin.
KEVIN BAMBROUGH: Thanks very much for having me, Jon.
RESOURCE INVESTOR: First off, the coal market has really turned red-hot in the last 6 months. Prices of thermal coal have gone from $40s to $80s and metallurgical coal is now approaching $300 in some transactions. What’s the story behind the rally?
KEVIN BAMBROUGH: Well it actually started probably late summer. Things started to really tighten up in Asia and the price of thermal coal in China sort of led the charge ahead. Australian coal followed right behind and actually broke out to its all-time high probably in the late summer, early fall, and that’s when we became extremely bullish on coal. From there, we’ve just been hit with a litany of problems over the last, probably, two months.
One of the main problems started in China with huge snow falls - a record snow fall across China - and created what they stated as the worst power crisis in the history of China. They actually had production problems with coal mines - amongst all other types of industry. The government declared a state of emergency, basically, and banned the exports of coal. I should note that China was really one of the largest exporters of coal a few years ago, providing about 15% of the world’s seaborn trade of coal. Slowly over the last few years they’ve exported less and imported more where they basically became flat last year imports to exports. About 58 million tonnes though was still exported from China, and shutting the tap off and banning those exports in mid-January really set the market on fire.
Right on the heals of that though, in Queensland, Australia, there was a major torrential rain fall over there that lasted a couple of weeks flooded out some of the largest producing mines in the world. If you know about Australian coal in the Queensland area produces about 50% of world’s seaborn trade of metallurgical coal, which is used in steel. So a bunch of those companies all declared force majeures - BHP [NYSE:BHP; LSE:BHP; ASX:BHP], Xstrata [LSE:XTA], etcetera.
And if that wasn’t enough to really get the market going, shortly there afterwards in South Africa, they ran into a lot of problems with a power shortage so bad because of a lack of coal, that they actually had to shut down some of the coal mines because they didn’t have the power to run the coal mines because of a lack of coal. You know, well, obviously quite ironic. They’re still operating and they’ve told companies that you have to operate at about 90% of power. So the exports out of South Africa stopped, got or suffered force majeures.
What this has done has sent the price of thermal coal from - like you said - in the $50s last year out of Australia to actually - the latest spot deals have now been done at $150 out of Australia. A mind-boggling price considering that metallurgical coal, which is a premium product, only received $95 from most suppliers last year. And as you’ve mentioned, the price of metallurgical coal is now upwards or towards $300 with some small spot deals being done in that neighbourhood this week.
RESOURCE INVESTOR: That is pretty amazing. So would you say that the market is more supply driven now than demand driven?
KEVIN BAMBROUGH: Most certainly. It is definitely at the point now where at least from where I sit, steel makers are not - there are going to be some steel makers that will have to stop steel production because of a lack of coal. And that’ll really drive the price - it could drive the metallurgical price of steel anywhere. You’ve got only about 12% or so of the price of stainless steel comes from coal. So on the margin, it could really send prices higher. And this is at a time, actually, where steel prices are being raised all over the world. The steel market is surprisingly tight despite the fact there’s talk of a recession.
If you want me to comment a little bit on the steel market, in the U.S. they consume about 130 million tonnes of steel and only produce about 100. So there are about 30 million imports. And the U.S. steel price is up strong, but it’s actually one of the cheapest steel prices in the world. And such that they can’t afford to import at these prices. So I’m bullish that actual steel production in the U.S. is actually going to have to rise and that their consumption of coal will have to go up. They’re going to have to - as the dollar falls off here like it has, it really drives up cost in the U.S.
RESOURCE INVESTOR: Sure, sure. Now prices of coal are set in a similar fashion to that of steel, with large producers like BHP and Xstrata signing deals with larger buyers. Now where do you think prices between these large players will be set?
KEVIN BAMBROUGH: Well, typically what we’ve seen happen over the years - what we’re seeing right now with the spiking transaction prices in the market - usually sort of the one-year term contracts are done at a bit of a discount of that price. Now where that could go this year is anybody’s guess. There’s some, I mean Xstrata was asking for $210 as a starting negotiation a few weeks ago before a lot of these problems actually developed. Now we’ve seen the prices really move up. There’s a chance that we’re going to see some transactions in the coming weeks on a spot basis maybe get done in the mid-$300s, $350. So I’d say obviously conservatively, there’s a good chance that we’re going to see it in at least the low $200s for a lot of coal companies to set the price. There’s a chance that some coal companies might get to mid to high $200s for the year.
It’s a shame - obviously, as these prices run up it’s very tempting for a lot of coal companies to sign contracts and take advantage of the higher prices because it’s taken the market by surprise and moves so fast - so I wouldn’t be surprised if there are quite a few coal companies that have already put to bed a large amount of their next year’s production. We’ve seen some of that happen in the U.S. for some of U.S. large producers. But there are still a lot of companies out there that have significant tonnage on price that are going to reap some margins that they’ve never seen in the history of their companies.
RESOURCE INVESTOR: Yeah, yeah, exactly. Back to the relationship between metallurgical coal and steel. Because they have such close ties, if steel prices were to fall, could this also derail the coal rally?
KEVIN BAMBROUGH: I think first of all, steel prices aren’t going to fall. I mean today, we had Posco [NYSE:PKX] and I believe - was it Arcelor Mittal [NYSE:MT] - raise prices. Japanese scrap steel prices went to a record today. As I said, in the U.S., it’s the lowest in the world but still a very high price and heading higher. The fact is it’s a very tight market and there’s going to be a lower production of steel, in my opinion, because of the shortage of coal. On the margin it isn’t that significant of a steel price, and there’s such a shortage of coal that you can’t stop this market.
The other thing to remember is that metallurgical coal, it doesn’t need to be sold as metallurgical coal if you don’t want to. You can always - basically metallurgical is high quality thermal coal that’s been washed and processed so that it can be used as metallurgical coal. And when you wash, you basically reduced your tonnage of the thermal coal when you try to produce a met product. So really, the price of met is typically set off the price of top thermal coal, because the producer always has an option of selling the met as thermal - and selling more tonnes at that price.
With the move that China made, and the force majeures from Australia and South Africa, I have no doubt that there is a serious, serious, serious shortage of thermal. I mean for the price to go from $50 now to $150 for thermal coal, the market is clearly as tight as it can be. We’ve got - Taiwan was recently out looking for spot deals concerned that they’re not going to get any coal from China for the next two months because of their restrictions on exports. So many countries like Taiwan - 70%, 60% of their power comes from coal. And if the exports don’t come in, the lights go off. It’s that simple. You see the chaos that’s happened in South Africa.
We’ve had similar problems in many countries where they basically start once their energy markets get tight, they ban exports. And that’s going to create real instability and reason for concern, and I think long term, the countries like Japan are either going to look to diversity and have more suppliers and build up larger inventories in order to protect themselves from these shocks that can happen in the marketplace.
RESOURCE INVESTOR: Sure. Now what do you think about the looming U.S. recession and resulting global economic slowdown? Could this act as a bearish element much like what the market’s saying with oil. Could this affect coal in a similar way?
KEVIN BAMBROUGH: For us, as I said, U.S. inventories of steel have already been driven down to a record low. It’s probably the lowest it’s been in over 30 years. Steel producers and consumers have lowered their inventories in anticipation of the slowdown as it really has been a slow moving train wreck. But when you look at history and you look at how much slow down actually occurs, the slow down isn’t large enough to really effect the supply dynamics that are in place in this market. As I said, the U.S. was already importing 30 million tonnes and the price is so low right now in the U.S. on a world scale, it shouldn’t really affect the market. If anything, I said domestic steel production should be rising in this environment.
RESOURCE INVESTOR: Sure. Moving on to your recent transaction though. Sprott Resources just invested $31 million in PBS Coals Corp. in exchange for a 37.5% interest - really giving you an in to the soaring metallurgical coal market. Now what’s the next step on the agenda for this investment? Can you give us an update of the on-goings at PBS Coals?
KEVIN BAMBROUGH: Well, sure. We basically started negotiating this transaction back in September. As I mentioned, it’s amazing how the markets change because the price of thermal coal in the U.S. around that time was actually - I think the week I went down to visit them first - was between $42 and $44, and it’s recently spiked up to hit $80 and we’ve heard of rumours of spot deal done even higher in the U.S. So we’ve almost had a doubling of the coal price, which prices everything in these markets. You’ve got U.S. producers that were struggling; a lot of them were barely making any month with the coal environment we saw last year.
But now the U.S. dollar’s come off; it’s put pressure on Australia and Canadian producers, and with the strong Canadian dollar I decided it was a good time to look south of the border. I actually transferred the money to do this purchase, the $31 million, when the Canadian dollar hit $1.07, which was a very timely transaction because by the time the transaction closed we were back to par and I made a $2.4 million forex gain on the transaction.
The 22.4% that I actually acquired indirectly into PBS Coals for $31 million basically gave PBS an applied market cap of around $140 million. As a producer of nearly 3 million tonnes last year, 70% of which is metallurgical coal; so if you can image say 2 million tonnes, the margin expansion that we could see this coming year could be enough to make in cash flow what I paid for them.
In a public market, I think this would be an incredibly valuable company. They’re cashed up now and we’ve taken down the debt such that they’re in a position to grow production over the coming years for 5 million tonnes eventually, 3 and then say 3 and a half, almost 4 million tonnes hopefully of metallurgical production in a couple of years out would be the goal there. And if they were able to get a public listing in this environment, I think we’d be richly rewarded and the return to Sprott Resource Corp. investors would be phenomenal.
RESOURCE INVESTOR: Sure, sure, absolutely. Well unfortunately, that’s all the time we have today. I thank you for speaking with me today. Once again we are speaking with Kevin Bambrough, President and CEO of Sprott Resource Corp. on Resource Investor Podcasts.
KEVIN BAMBROUGH: Thanks very much."
Red Hot Coal Market Just heating Up Kevin Bambrough of Sprott Resource Corp. talks about the rallying coal market.
www.resourceinvestor.com/pebble.asp?relid=40511
"RESOURCE INVESTOR: Today on Resource Investor Podcasts, we’re going to discuss the red hot coal market. With us is Kevin Bambrough, President and CEO of Sprott Resource Corp., a company that invests directly and indirectly in natural resources, managed by an all-star team of resource investors from Sprott Asset Management. Welcome to our show, Kevin.
KEVIN BAMBROUGH: Thanks very much for having me, Jon.
RESOURCE INVESTOR: First off, the coal market has really turned red-hot in the last 6 months. Prices of thermal coal have gone from $40s to $80s and metallurgical coal is now approaching $300 in some transactions. What’s the story behind the rally?
KEVIN BAMBROUGH: Well it actually started probably late summer. Things started to really tighten up in Asia and the price of thermal coal in China sort of led the charge ahead. Australian coal followed right behind and actually broke out to its all-time high probably in the late summer, early fall, and that’s when we became extremely bullish on coal. From there, we’ve just been hit with a litany of problems over the last, probably, two months.
One of the main problems started in China with huge snow falls - a record snow fall across China - and created what they stated as the worst power crisis in the history of China. They actually had production problems with coal mines - amongst all other types of industry. The government declared a state of emergency, basically, and banned the exports of coal. I should note that China was really one of the largest exporters of coal a few years ago, providing about 15% of the world’s seaborn trade of coal. Slowly over the last few years they’ve exported less and imported more where they basically became flat last year imports to exports. About 58 million tonnes though was still exported from China, and shutting the tap off and banning those exports in mid-January really set the market on fire.
Right on the heals of that though, in Queensland, Australia, there was a major torrential rain fall over there that lasted a couple of weeks flooded out some of the largest producing mines in the world. If you know about Australian coal in the Queensland area produces about 50% of world’s seaborn trade of metallurgical coal, which is used in steel. So a bunch of those companies all declared force majeures - BHP [NYSE:BHP; LSE:BHP; ASX:BHP], Xstrata [LSE:XTA], etcetera.
And if that wasn’t enough to really get the market going, shortly there afterwards in South Africa, they ran into a lot of problems with a power shortage so bad because of a lack of coal, that they actually had to shut down some of the coal mines because they didn’t have the power to run the coal mines because of a lack of coal. You know, well, obviously quite ironic. They’re still operating and they’ve told companies that you have to operate at about 90% of power. So the exports out of South Africa stopped, got or suffered force majeures.
What this has done has sent the price of thermal coal from - like you said - in the $50s last year out of Australia to actually - the latest spot deals have now been done at $150 out of Australia. A mind-boggling price considering that metallurgical coal, which is a premium product, only received $95 from most suppliers last year. And as you’ve mentioned, the price of metallurgical coal is now upwards or towards $300 with some small spot deals being done in that neighbourhood this week.
RESOURCE INVESTOR: That is pretty amazing. So would you say that the market is more supply driven now than demand driven?
KEVIN BAMBROUGH: Most certainly. It is definitely at the point now where at least from where I sit, steel makers are not - there are going to be some steel makers that will have to stop steel production because of a lack of coal. And that’ll really drive the price - it could drive the metallurgical price of steel anywhere. You’ve got only about 12% or so of the price of stainless steel comes from coal. So on the margin, it could really send prices higher. And this is at a time, actually, where steel prices are being raised all over the world. The steel market is surprisingly tight despite the fact there’s talk of a recession.
If you want me to comment a little bit on the steel market, in the U.S. they consume about 130 million tonnes of steel and only produce about 100. So there are about 30 million imports. And the U.S. steel price is up strong, but it’s actually one of the cheapest steel prices in the world. And such that they can’t afford to import at these prices. So I’m bullish that actual steel production in the U.S. is actually going to have to rise and that their consumption of coal will have to go up. They’re going to have to - as the dollar falls off here like it has, it really drives up cost in the U.S.
RESOURCE INVESTOR: Sure, sure. Now prices of coal are set in a similar fashion to that of steel, with large producers like BHP and Xstrata signing deals with larger buyers. Now where do you think prices between these large players will be set?
KEVIN BAMBROUGH: Well, typically what we’ve seen happen over the years - what we’re seeing right now with the spiking transaction prices in the market - usually sort of the one-year term contracts are done at a bit of a discount of that price. Now where that could go this year is anybody’s guess. There’s some, I mean Xstrata was asking for $210 as a starting negotiation a few weeks ago before a lot of these problems actually developed. Now we’ve seen the prices really move up. There’s a chance that we’re going to see some transactions in the coming weeks on a spot basis maybe get done in the mid-$300s, $350. So I’d say obviously conservatively, there’s a good chance that we’re going to see it in at least the low $200s for a lot of coal companies to set the price. There’s a chance that some coal companies might get to mid to high $200s for the year.
It’s a shame - obviously, as these prices run up it’s very tempting for a lot of coal companies to sign contracts and take advantage of the higher prices because it’s taken the market by surprise and moves so fast - so I wouldn’t be surprised if there are quite a few coal companies that have already put to bed a large amount of their next year’s production. We’ve seen some of that happen in the U.S. for some of U.S. large producers. But there are still a lot of companies out there that have significant tonnage on price that are going to reap some margins that they’ve never seen in the history of their companies.
RESOURCE INVESTOR: Yeah, yeah, exactly. Back to the relationship between metallurgical coal and steel. Because they have such close ties, if steel prices were to fall, could this also derail the coal rally?
KEVIN BAMBROUGH: I think first of all, steel prices aren’t going to fall. I mean today, we had Posco [NYSE:PKX] and I believe - was it Arcelor Mittal [NYSE:MT] - raise prices. Japanese scrap steel prices went to a record today. As I said, in the U.S., it’s the lowest in the world but still a very high price and heading higher. The fact is it’s a very tight market and there’s going to be a lower production of steel, in my opinion, because of the shortage of coal. On the margin it isn’t that significant of a steel price, and there’s such a shortage of coal that you can’t stop this market.
The other thing to remember is that metallurgical coal, it doesn’t need to be sold as metallurgical coal if you don’t want to. You can always - basically metallurgical is high quality thermal coal that’s been washed and processed so that it can be used as metallurgical coal. And when you wash, you basically reduced your tonnage of the thermal coal when you try to produce a met product. So really, the price of met is typically set off the price of top thermal coal, because the producer always has an option of selling the met as thermal - and selling more tonnes at that price.
With the move that China made, and the force majeures from Australia and South Africa, I have no doubt that there is a serious, serious, serious shortage of thermal. I mean for the price to go from $50 now to $150 for thermal coal, the market is clearly as tight as it can be. We’ve got - Taiwan was recently out looking for spot deals concerned that they’re not going to get any coal from China for the next two months because of their restrictions on exports. So many countries like Taiwan - 70%, 60% of their power comes from coal. And if the exports don’t come in, the lights go off. It’s that simple. You see the chaos that’s happened in South Africa.
We’ve had similar problems in many countries where they basically start once their energy markets get tight, they ban exports. And that’s going to create real instability and reason for concern, and I think long term, the countries like Japan are either going to look to diversity and have more suppliers and build up larger inventories in order to protect themselves from these shocks that can happen in the marketplace.
RESOURCE INVESTOR: Sure. Now what do you think about the looming U.S. recession and resulting global economic slowdown? Could this act as a bearish element much like what the market’s saying with oil. Could this affect coal in a similar way?
KEVIN BAMBROUGH: For us, as I said, U.S. inventories of steel have already been driven down to a record low. It’s probably the lowest it’s been in over 30 years. Steel producers and consumers have lowered their inventories in anticipation of the slowdown as it really has been a slow moving train wreck. But when you look at history and you look at how much slow down actually occurs, the slow down isn’t large enough to really effect the supply dynamics that are in place in this market. As I said, the U.S. was already importing 30 million tonnes and the price is so low right now in the U.S. on a world scale, it shouldn’t really affect the market. If anything, I said domestic steel production should be rising in this environment.
RESOURCE INVESTOR: Sure. Moving on to your recent transaction though. Sprott Resources just invested $31 million in PBS Coals Corp. in exchange for a 37.5% interest - really giving you an in to the soaring metallurgical coal market. Now what’s the next step on the agenda for this investment? Can you give us an update of the on-goings at PBS Coals?
KEVIN BAMBROUGH: Well, sure. We basically started negotiating this transaction back in September. As I mentioned, it’s amazing how the markets change because the price of thermal coal in the U.S. around that time was actually - I think the week I went down to visit them first - was between $42 and $44, and it’s recently spiked up to hit $80 and we’ve heard of rumours of spot deal done even higher in the U.S. So we’ve almost had a doubling of the coal price, which prices everything in these markets. You’ve got U.S. producers that were struggling; a lot of them were barely making any month with the coal environment we saw last year.
But now the U.S. dollar’s come off; it’s put pressure on Australia and Canadian producers, and with the strong Canadian dollar I decided it was a good time to look south of the border. I actually transferred the money to do this purchase, the $31 million, when the Canadian dollar hit $1.07, which was a very timely transaction because by the time the transaction closed we were back to par and I made a $2.4 million forex gain on the transaction.
The 22.4% that I actually acquired indirectly into PBS Coals for $31 million basically gave PBS an applied market cap of around $140 million. As a producer of nearly 3 million tonnes last year, 70% of which is metallurgical coal; so if you can image say 2 million tonnes, the margin expansion that we could see this coming year could be enough to make in cash flow what I paid for them.
In a public market, I think this would be an incredibly valuable company. They’re cashed up now and we’ve taken down the debt such that they’re in a position to grow production over the coming years for 5 million tonnes eventually, 3 and then say 3 and a half, almost 4 million tonnes hopefully of metallurgical production in a couple of years out would be the goal there. And if they were able to get a public listing in this environment, I think we’d be richly rewarded and the return to Sprott Resource Corp. investors would be phenomenal.
RESOURCE INVESTOR: Sure, sure, absolutely. Well unfortunately, that’s all the time we have today. I thank you for speaking with me today. Once again we are speaking with Kevin Bambrough, President and CEO of Sprott Resource Corp. on Resource Investor Podcasts.
KEVIN BAMBROUGH: Thanks very much."
NMDC and New Millennium Capital in talks for iron ore project
It is reported that National Mineral Development Corporation is in talks with Canada’s New Millennium Capital Corporation Limited for a USD 3.5 billion project to develop one of the world’s largest undeveloped low grade iron ore deposits. NMDC is one of several companies competing for the project.
The Millennium Iron Ore Range, in which New Millennium holds a majority stake, has over 9 billion tonnes of iron ore reserves. Apart from developing the deposits, the project includes building a pellet plant and a 700 kilometer long slurry pipeline. It has floated a global tender for a 50:50 JV to expand and develop facilities in current or new mineral properties overseas.
Mr Rana Som CMD of NMDC said that a bid would be submitted by mid April 2008. Mr Som said that though the gestation period for the Canadian project was a 5 and a half to 6 years, it could help bridge the gap. He added that "Once our reserves are exhausted, the Millennium Iron Ore Range could last another 40 to 50 years."
http://steelguru.com/news/index/2008/03/28/NDA0MjY%3D/NMDC_a…
It is reported that National Mineral Development Corporation is in talks with Canada’s New Millennium Capital Corporation Limited for a USD 3.5 billion project to develop one of the world’s largest undeveloped low grade iron ore deposits. NMDC is one of several companies competing for the project.
The Millennium Iron Ore Range, in which New Millennium holds a majority stake, has over 9 billion tonnes of iron ore reserves. Apart from developing the deposits, the project includes building a pellet plant and a 700 kilometer long slurry pipeline. It has floated a global tender for a 50:50 JV to expand and develop facilities in current or new mineral properties overseas.
Mr Rana Som CMD of NMDC said that a bid would be submitted by mid April 2008. Mr Som said that though the gestation period for the Canadian project was a 5 and a half to 6 years, it could help bridge the gap. He added that "Once our reserves are exhausted, the Millennium Iron Ore Range could last another 40 to 50 years."
http://steelguru.com/news/index/2008/03/28/NDA0MjY%3D/NMDC_a…
NMDC in talks with Canadian firm for mega-iron ore project
Ishita Ayan Dutt / Kolkata March 24, 2008
Bid to be submitted by mid-April.
Government-owned NMDC, India’s single largest iron ore producer and exporter, is in talks with Canada’s New Millennium Capital Corp (NML) for a $3.5 billion (Rs 14,000 crore) project to develop one of the world’s largest undeveloped low-grade (magnetite) iron-ore deposits.
Confirming this, Rana Som, NMDC chairman and managing director, said a bid would be submitted by mid-April. NMDC is one of several companies competing for the project.
The Millennium Iron Ore Range, in which NML holds a majority stake, has over 9 billion tonnes of reserves, more than India’s proven reserves of 6 billion tonnes.
Apart from developing the deposits, the project includes building a pellet plant and a 700-km slurry pipeline.
If the bid is successful, NMDC could partner another company for the project. The company has floated a global tender for a 50:50 joint venture to expand and develop facilities in current or new mineral properties overseas.
Som said NMDC has cash reserves of around Rs 7,000 crore.
The project could help bridge an anticipated shortage in iron ore in the light of India’s target of a steel capacity of 300 million tonnes by 2020, which would require iron ore reserves of approximately 14 billion tonnes over a 30-year period.
Moreover, 75 per cent of India’s magnetite ore reserves is located in the ecologically sensitive Western Ghat region.
Som said though the gestation period for the Canadian project was a five-and-a half to six years, it could help bridge the gap.
“Once our reserves are exhausted, the Millennium Iron Ore Range could last another 40 to 50 years,” he said.
NMDC produces about 30 million tonnes of iron ore annually from its Bailadila deposit in Chhattisgarh and Donimalai in Karnataka. It supplies to most domestic steel companies that do not have captive mines like Essar Steel and Ispat Industries.
The miner also meets the entire requirements of state-owned Vishakhapatnam Steel Plant.
http://www.business-standard.com/common/news_article.php?lef…
Ishita Ayan Dutt / Kolkata March 24, 2008
Bid to be submitted by mid-April.
Government-owned NMDC, India’s single largest iron ore producer and exporter, is in talks with Canada’s New Millennium Capital Corp (NML) for a $3.5 billion (Rs 14,000 crore) project to develop one of the world’s largest undeveloped low-grade (magnetite) iron-ore deposits.
Confirming this, Rana Som, NMDC chairman and managing director, said a bid would be submitted by mid-April. NMDC is one of several companies competing for the project.
The Millennium Iron Ore Range, in which NML holds a majority stake, has over 9 billion tonnes of reserves, more than India’s proven reserves of 6 billion tonnes.
Apart from developing the deposits, the project includes building a pellet plant and a 700-km slurry pipeline.
If the bid is successful, NMDC could partner another company for the project. The company has floated a global tender for a 50:50 joint venture to expand and develop facilities in current or new mineral properties overseas.
Som said NMDC has cash reserves of around Rs 7,000 crore.
The project could help bridge an anticipated shortage in iron ore in the light of India’s target of a steel capacity of 300 million tonnes by 2020, which would require iron ore reserves of approximately 14 billion tonnes over a 30-year period.
Moreover, 75 per cent of India’s magnetite ore reserves is located in the ecologically sensitive Western Ghat region.
Som said though the gestation period for the Canadian project was a five-and-a half to six years, it could help bridge the gap.
“Once our reserves are exhausted, the Millennium Iron Ore Range could last another 40 to 50 years,” he said.
NMDC produces about 30 million tonnes of iron ore annually from its Bailadila deposit in Chhattisgarh and Donimalai in Karnataka. It supplies to most domestic steel companies that do not have captive mines like Essar Steel and Ispat Industries.
The miner also meets the entire requirements of state-owned Vishakhapatnam Steel Plant.
http://www.business-standard.com/common/news_article.php?lef…
Ich wollte mal ganz grundsätzlich sagen:
wenn wer Fragen, Meinungen, Ansichten, interessante Facts,
spannende Unternehmen... hat -immer reinstellen!!
ALLERDINGS will ich hier eines deutlich anders machen,
als in den meisten anderen Threads:
Ich will das kurz+knackig, informativ, effektiv
+mit möglichst einigen nützlichen Anregungen halten.
Habe einfach gemerkt, daß annähernd alle, über 80, 90%
der Threads zwar oftmals sehr gut starten
sich dann aber auch nach wenigen Wochen oder Monaten fast
alle nach recht kurzer Zeit im Sande verlaufen
+man sich dann anfängt zu erzählen, was "heute im Abendprogramm
läuft, wie's der Familie geht..." oder was weiss ich.
Kann man ja gerne machen, dem will ich hier aber gern ganz deutlich entgegenwirken.
Also: wer was KONKRETES hat
-immer rein damit!! -nur auf den Rest will ich ganz gern verzichten.
wenn wer Fragen, Meinungen, Ansichten, interessante Facts,
spannende Unternehmen... hat -immer reinstellen!!
ALLERDINGS will ich hier eines deutlich anders machen,
als in den meisten anderen Threads:
Ich will das kurz+knackig, informativ, effektiv
+mit möglichst einigen nützlichen Anregungen halten.
Habe einfach gemerkt, daß annähernd alle, über 80, 90%
der Threads zwar oftmals sehr gut starten
sich dann aber auch nach wenigen Wochen oder Monaten fast
alle nach recht kurzer Zeit im Sande verlaufen
+man sich dann anfängt zu erzählen, was "heute im Abendprogramm
läuft, wie's der Familie geht..." oder was weiss ich.
Kann man ja gerne machen, dem will ich hier aber gern ganz deutlich entgegenwirken.
Also: wer was KONKRETES hat
-immer rein damit!! -nur auf den Rest will ich ganz gern verzichten.
Rey Resources
-sollten dieses Jahr ziemlich interessant werden
-und dann darüber hinaus.
Die wollen dieses Jahr etwa 540Mio t Thermal coal
nachweisen(auf 2 Projekte verteilt),
auf einem wird Potenzial für 1Mrd. t gesehen/vermutet.
www.reyresources.com
-sollten dieses Jahr ziemlich interessant werden
-und dann darüber hinaus.
Die wollen dieses Jahr etwa 540Mio t Thermal coal
nachweisen(auf 2 Projekte verteilt),
auf einem wird Potenzial für 1Mrd. t gesehen/vermutet.
www.reyresources.com
nimmt langsam recht wahnsinnige Ausmasse an
-ich finds SUPER...!!
Aktualisierung
"-Accent Resources
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-African Minerals
-ARICOM PLC
-Alberta Star Development
-Anaconda Mining
-Anglesey Mining
-Apollo Minerals
-Aquila Resources Ltd.
-Archer Exploration
-Asia Iron Ore Holdings
-Atlas Iron
-Augyva Mining Resources
-Aurora Minerals
-Aurox Resources
-AusQuest
-Australasian Resources
-AXMIN
-Azure Minerals
-Baffinland Iron Ore Mines
-Baobab Resources
-Batavia Mining
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cazaly Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Castle Minerals
-Centrex Metals
-Champion Minerals
-Cloncurry Metals
-Coal FE Resources
-Consolidated Thompson Iron
-Continental Capital
-Coziron Resources
-Crusader Holdings NL
-Cuervo Resources
-Cullen Resources
-Delta Mining Consolidated
-DMC Mining
-Eagle Plains Resources
-Ecometals
-Elemental Minerals
-Fairstar Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Galaxy Resources
-Global Iron
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Gossan Resources
-Grange Resources
-Hamoa Mining N.L.
-Hampton Hill Mining
-Hazelwood Resources
-HE-5 Resources
-Helix Resources
-Icon Resources
-IMX Resources N.L.
-Indo Mines (Ironsands)
-Ironclad Mining
-Iron Mountain Mining
-Iron Ore Holdings
-Jupiter Mining
-Labrador Iron Ore Mines
-Lara Exploration
-Lincoln Minerals
-Luiri Gold
-London Mining
-Mac Arthur Minerals
-Mano River Resources
-Mantra Mining
-Mawson West
-Maximus Resources
-MIL Resources (Ironsands)
-Mindax Limited
-Minemakers
-Monax Mining
-Montezuma Mining
-Murchinson Metals
-New Millennium Capital
-Northern Iron
-Northern Mining
-Northland Resources
-Novawest Resources
-Pac Metals
-Palladon Ventures
-Petmin
-Pluton Resources
-Polaris Metals N.L.
-Prime Minerals
-Quinto Mining
-Raytec Metals
-Red Hill Iron
-Red River Resources
-Red Rock Resources
-Resource Mining
-Royal Resources
-Sabi Gold (Listening steht erst noch aus,
Handelsplatz noch nicht klar)
-Sphere Investment
-Stellar Resources
-Stonehenge Metals
-Strike Resources
-Sundance Resources
-Talisman Mining N.L.
-Territory Resources
-Tertiary Minerals
-Traka Resources
-Trafford Resources
-Transit Holdings
-United Minerals
-Vector Resources
-Venture Minerals
-Warwick Resources
-Western Plains Resources
-Wits Basin Precious Minerals"
-ich finds SUPER...!!
Aktualisierung
"-Accent Resources
-Adelaide Resources (Eisenerz Spin Of Mitte08)
-Adriana Resources
-Advanced Explorations
-African Minerals
-ARICOM PLC
-Alberta Star Development
-Anaconda Mining
-Anglesey Mining
-Apollo Minerals
-Aquila Resources Ltd.
-Archer Exploration
-Asia Iron Ore Holdings
-Atlas Iron
-Augyva Mining Resources
-Aurora Minerals
-Aurox Resources
-AusQuest
-Australasian Resources
-AXMIN
-Azure Minerals
-Baffinland Iron Ore Mines
-Baobab Resources
-Batavia Mining
-BC Iron
-Beowulf Mining
-Brockmann Resources
-Brumby Resources
-Cazaly Resources
-Cape Lambert Iron Ore
-Cardero Resources
-Carnavale Resources
-Castle Minerals
-Centrex Metals
-Champion Minerals
-Cloncurry Metals
-Coal FE Resources
-Consolidated Thompson Iron
-Continental Capital
-Coziron Resources
-Crusader Holdings NL
-Cuervo Resources
-Cullen Resources
-Delta Mining Consolidated
-DMC Mining
-Eagle Plains Resources
-Ecometals
-Elemental Minerals
-Fairstar Resources
-Ferraus
-Ferrowest
-Flinders Diamonds
-Galaxy Resources
-Global Iron
-Great Gold Mines
-Gindalbie Metals
-Giralia Resources
-Gossan Resources
-Grange Resources
-Hamoa Mining N.L.
-Hampton Hill Mining
-Hazelwood Resources
-HE-5 Resources
-Helix Resources
-Icon Resources
-IMX Resources N.L.
-Indo Mines (Ironsands)
-Ironclad Mining
-Iron Mountain Mining
-Iron Ore Holdings
-Jupiter Mining
-Labrador Iron Ore Mines
-Lara Exploration
-Lincoln Minerals
-Luiri Gold
-London Mining
-Mac Arthur Minerals
-Mano River Resources
-Mantra Mining
-Mawson West
-Maximus Resources
-MIL Resources (Ironsands)
-Mindax Limited
-Minemakers
-Monax Mining
-Montezuma Mining
-Murchinson Metals
-New Millennium Capital
-Northern Iron
-Northern Mining
-Northland Resources
-Novawest Resources
-Pac Metals
-Palladon Ventures
-Petmin
-Pluton Resources
-Polaris Metals N.L.
-Prime Minerals
-Quinto Mining
-Raytec Metals
-Red Hill Iron
-Red River Resources
-Red Rock Resources
-Resource Mining
-Royal Resources
-Sabi Gold (Listening steht erst noch aus,
Handelsplatz noch nicht klar)
-Sphere Investment
-Stellar Resources
-Stonehenge Metals
-Strike Resources
-Sundance Resources
-Talisman Mining N.L.
-Territory Resources
-Tertiary Minerals
-Traka Resources
-Trafford Resources
-Transit Holdings
-United Minerals
-Vector Resources
-Venture Minerals
-Warwick Resources
-Western Plains Resources
-Wits Basin Precious Minerals"
bei HE-5 Resources soll es am 15. April
zur finalen Vertagsunterzeichnung kommen.
Das ist ohne Frage sehr spekulativ, noch,
ich bin dann -wenns alles unterzeichnet sein sollte-
ohne Ende auf weitere, bessere Informationen
der Propertys gespannt.
Sollte höchstwahrscheinlich dann der größte Meilenstein
der Unternehmsgeschichte sein.
www.he-5resourcescorp.com
zur finalen Vertagsunterzeichnung kommen.
Das ist ohne Frage sehr spekulativ, noch,
ich bin dann -wenns alles unterzeichnet sein sollte-
ohne Ende auf weitere, bessere Informationen
der Propertys gespannt.
Sollte höchstwahrscheinlich dann der größte Meilenstein
der Unternehmsgeschichte sein.
www.he-5resourcescorp.com
Rey Resources:
derzeititge Bewertung von 7-12,9Mio E(die Sharestructure ist
etwas speziell), wenn man sich die Ziele -wie oben umrissen-anguckt, sollte das nicht wirklich uninteressant sein.
Könnte sich auch gut und gerne als was fürs Depot rausstellen,
vermutlich werden sie aber nicht da reinkommmen,
einfach weils zuviel anderes gibt.
Allerdings könnte sich der längerfristigere Hebel als
enormstens herausstellen.
letzte Presentation
www.reyresources.com/downloads/rey_mar_08.pdf
derzeititge Bewertung von 7-12,9Mio E(die Sharestructure ist
etwas speziell), wenn man sich die Ziele -wie oben umrissen-anguckt, sollte das nicht wirklich uninteressant sein.
Könnte sich auch gut und gerne als was fürs Depot rausstellen,
vermutlich werden sie aber nicht da reinkommmen,
einfach weils zuviel anderes gibt.
Allerdings könnte sich der längerfristigere Hebel als
enormstens herausstellen.
letzte Presentation
www.reyresources.com/downloads/rey_mar_08.pdf
Leute aus dem Unternehmen halten 29%,
hatte ich vergesssen.
hatte ich vergesssen.
(u.a.)bei 'Red Hill Energy' müsste auch Sprott engagiert sein
-jedenfalls war er es vor gut 1/2 Jahr.
-jedenfalls war er es vor gut 1/2 Jahr.
"CIC Energy close to building a power plant
Brendan Ryan
Posted: Fri, 28 Mar 2008
[miningmx.com] -- Canadian-listed junior CIC Energy (CIC) hopes to appoint the engineering, procurement and construction (EPC) consortium to build its Mmamabula power station in Botswana “within weeks”, said president Greg Kinross.
The Mmamabula coal-fired power station is “project delta” on Eskom’s pipeline chart of new construction projects but development of the station is running around 18 months behind the initial forecast.
The first generating set at Mmamabula was originally forecast to start operation in 2011. That has now been pushed back to late 2012 or early 2013.
Once the EPC consortium is appointed CIC can then conclude the negotiations with Eskom on the all-important power purchase agreement (PPA) which will determine the quantity of power Eskom will buy and the price it will pay for it.
When the PPA is in place CIC can then reach “financial close” for the project after which it can immediately start construction of the station and linked mine.
Latest estimates on the cost of the first phase of the project are now just short of US$10bn compared with initial estimates made around 18 months ago of about $5,8bn.
The first phase involves construction of a power station to generate between 2,100MW and 2,460 MW of power as well as development of a colliery to supply between 7,5 million tonnes (mt) and 9mt of coal annually to the station.
According to Kinross, the key issue delaying the process is the finalisation of the EPC consortium because that affects a number of key factors including the cost.
He said; “We are operating in extremely difficult global EPC market conditions with contractors facing escalating prices, limited engineering resources and longer manufacturing lead times for equipment.
“This has affected all major projects taking place globally – as well as Eskom’s own projects – and this has, in turn, affected certain aspects of the PPA. The PPA itself can only be finalised upon finalisation of the EPC contract.”
Asked how escalations in the capital cost of the project were affecting the PPA negotiations Kinross replied; “since we are negotiating on a semi-open book basis with Eskom, they are able to compare and benchmark our EPC costs with their own at Medupi and Bravo and be able to verify the flow through effects to tariff of any increases from time to time.”
Medupi is the new power station currently under construction by Eskom near Lephalale while Project Bravo is a coal-fired power station proposed for construction near Witbank.
Click Here to subscribe to our daily newsletterKinross added that CIC anticipated signing the PPA in the third quarter of this year. He commented; “this timetable should not compromise the overall completion timetable and commercial operation dates since many other work streams will be progressed in parallel.”
Once the EPC is concluded and financial close reached Kinross is confident the construction programme will run according to schedule.
He said; “We will be entering into a turnkey contract with a single EPC consortium responsible for completion – as opposed to awarding multiple contracts that we would be responsible for managing and integrating.
“This is the norm for project-financed IPP’s (independent power producers). IPP’s have an excellent track record of being completed on time or early because of the way EPC contracts need to be structured in order to be financed with aggressive gearing ratios and non-recourse loans.
“The EPC consortium is liable for damages for a number of things including delayed completion. With the contractor taking the completion risk – and being the most appropriate party to do so – we are confident the schedule will be met.”
CIC will build and operate the coal mine in-house through subsidiary Bon-Terra Mining. In October it announced the appointment of a high-powered management team to run the mining side of the business led by Eddie Scholtz.
Scholtz is a former MD of Ingwe - now BHP Billiton Energy Coal South Africa. With him are operations director Jock Nel, commercial director Ronnie van Eeden and technical director Nielen van der Merwe.
Nel is also ex-BHP Billiton where he was formerly general manager of the group’s 16Mt/year Matla Colliery and mine manager of its 18Mt/year Optimum colliery.
Van Eeden is ex-Eskom where he was formerly GM of the utility’s primary energy department and GM for fuel procurement."
Brendan Ryan
Posted: Fri, 28 Mar 2008
[miningmx.com] -- Canadian-listed junior CIC Energy (CIC) hopes to appoint the engineering, procurement and construction (EPC) consortium to build its Mmamabula power station in Botswana “within weeks”, said president Greg Kinross.
The Mmamabula coal-fired power station is “project delta” on Eskom’s pipeline chart of new construction projects but development of the station is running around 18 months behind the initial forecast.
The first generating set at Mmamabula was originally forecast to start operation in 2011. That has now been pushed back to late 2012 or early 2013.
Once the EPC consortium is appointed CIC can then conclude the negotiations with Eskom on the all-important power purchase agreement (PPA) which will determine the quantity of power Eskom will buy and the price it will pay for it.
When the PPA is in place CIC can then reach “financial close” for the project after which it can immediately start construction of the station and linked mine.
Latest estimates on the cost of the first phase of the project are now just short of US$10bn compared with initial estimates made around 18 months ago of about $5,8bn.
The first phase involves construction of a power station to generate between 2,100MW and 2,460 MW of power as well as development of a colliery to supply between 7,5 million tonnes (mt) and 9mt of coal annually to the station.
According to Kinross, the key issue delaying the process is the finalisation of the EPC consortium because that affects a number of key factors including the cost.
He said; “We are operating in extremely difficult global EPC market conditions with contractors facing escalating prices, limited engineering resources and longer manufacturing lead times for equipment.
“This has affected all major projects taking place globally – as well as Eskom’s own projects – and this has, in turn, affected certain aspects of the PPA. The PPA itself can only be finalised upon finalisation of the EPC contract.”
Asked how escalations in the capital cost of the project were affecting the PPA negotiations Kinross replied; “since we are negotiating on a semi-open book basis with Eskom, they are able to compare and benchmark our EPC costs with their own at Medupi and Bravo and be able to verify the flow through effects to tariff of any increases from time to time.”
Medupi is the new power station currently under construction by Eskom near Lephalale while Project Bravo is a coal-fired power station proposed for construction near Witbank.
Click Here to subscribe to our daily newsletterKinross added that CIC anticipated signing the PPA in the third quarter of this year. He commented; “this timetable should not compromise the overall completion timetable and commercial operation dates since many other work streams will be progressed in parallel.”
Once the EPC is concluded and financial close reached Kinross is confident the construction programme will run according to schedule.
He said; “We will be entering into a turnkey contract with a single EPC consortium responsible for completion – as opposed to awarding multiple contracts that we would be responsible for managing and integrating.
“This is the norm for project-financed IPP’s (independent power producers). IPP’s have an excellent track record of being completed on time or early because of the way EPC contracts need to be structured in order to be financed with aggressive gearing ratios and non-recourse loans.
“The EPC consortium is liable for damages for a number of things including delayed completion. With the contractor taking the completion risk – and being the most appropriate party to do so – we are confident the schedule will be met.”
CIC will build and operate the coal mine in-house through subsidiary Bon-Terra Mining. In October it announced the appointment of a high-powered management team to run the mining side of the business led by Eddie Scholtz.
Scholtz is a former MD of Ingwe - now BHP Billiton Energy Coal South Africa. With him are operations director Jock Nel, commercial director Ronnie van Eeden and technical director Nielen van der Merwe.
Nel is also ex-BHP Billiton where he was formerly general manager of the group’s 16Mt/year Matla Colliery and mine manager of its 18Mt/year Optimum colliery.
Van Eeden is ex-Eskom where he was formerly GM of the utility’s primary energy department and GM for fuel procurement."
'Globe Uranium' ist eigentlich der einzige Wert,
mit dem ich mir da auch speziell kurzfristigen Schwung
ins Depot holen wollte...
mit dem ich mir da auch speziell kurzfristigen Schwung
ins Depot holen wollte...
meiner Meinung nach sollte man sich auch unbedingt,
speziell jetzt, eine 'Carnavale Resources' angucken.
Sicher kann ich nicht sagen,,
aber m.M. nach zeichnet sich da sehr sehr wahrsch. ein
sehr großes Resourcenpotenzial ab +es sollte schon in
kurzer Zeit wieder sehr interessant werden.
Für mich wäre das derzeit, weil ichs mal bei Cuervo versucht
hatte, ebenso ein 'strong speculative buy',
wobei ich um das 'strong' wirklich "gekämpft" habe
(stand arg auf der Kippe)
-speziell wegen dem Kursverlauf natürlich,
aber ich würde es trotzdem dazunehmen wollen,
weil alles mir erkenntliche, und wie ich das interpretiere,
auf einen größeren Wurf hinausläuft.
Wäre durchaus als eine "gewagte" Prognose zu bezeichnen,
aber wenn man sich das nicht traut,
dann kann man grundsätzlich keine andere Ansichten als die
allgemeine Marktverfassung haben, somit auch keine eigenen Ideen
+Ansichten und damit widerum wird es verdammt schwer
wirklich Geld zu verdienen.
www.carnavaleresources.de
speziell jetzt, eine 'Carnavale Resources' angucken.
Sicher kann ich nicht sagen,,
aber m.M. nach zeichnet sich da sehr sehr wahrsch. ein
sehr großes Resourcenpotenzial ab +es sollte schon in
kurzer Zeit wieder sehr interessant werden.
Für mich wäre das derzeit, weil ichs mal bei Cuervo versucht
hatte, ebenso ein 'strong speculative buy',
wobei ich um das 'strong' wirklich "gekämpft" habe
(stand arg auf der Kippe)
-speziell wegen dem Kursverlauf natürlich,
aber ich würde es trotzdem dazunehmen wollen,
weil alles mir erkenntliche, und wie ich das interpretiere,
auf einen größeren Wurf hinausläuft.
Wäre durchaus als eine "gewagte" Prognose zu bezeichnen,
aber wenn man sich das nicht traut,
dann kann man grundsätzlich keine andere Ansichten als die
allgemeine Marktverfassung haben, somit auch keine eigenen Ideen
+Ansichten und damit widerum wird es verdammt schwer
wirklich Geld zu verdienen.
www.carnavaleresources.de
zu 'Carnavale' noch
-und speziell, da die Hypephasen oft nach starken
Ergebnisse beginnen/eingeleitet werden,
ist es in meinen Augen sehr viel interessanter/erstrebenswerter, nach Vor-Ergebnissen, Samples versch. Art u.ä. einzusteigen
-sofern man denn glaubt, daraus recht konkrete Schlüsse ziehen zu können!!
-und speziell, da die Hypephasen oft nach starken
Ergebnisse beginnen/eingeleitet werden,
ist es in meinen Augen sehr viel interessanter/erstrebenswerter, nach Vor-Ergebnissen, Samples versch. Art u.ä. einzusteigen
-sofern man denn glaubt, daraus recht konkrete Schlüsse ziehen zu können!!
ein Unternehmen was ich auch ganz interessant
finde: 'MEC Resources'
www.mecresources.com.au
Ein derzeit ganz kleines Beteiligungsunternehmen,
aber da müsste man sich einlesen
+das wäre sehr sehr langfristig zu sehen,
ich erwarte mir langfristig sehr viel davon,
meiner Ansicht nach legen die grad die Basis für eine
starke Zukunft, aber es ist auch sehr spekulativ.
Man sollte, grundsätzlich, nie den Fehler machen,
was, weils so klein ist -und der Kurs sich auch noch nach unten
entwickelt, (vorschnell) als Schrott abzustempeln.
Will das gar keinem anpreisen,
was ich eigentlich nur meine/sagen wollte:
wenn wer noch interessante Corporate Finance-, Beteiligungs(abseits von Longvie, Pinetree und Starvest)-, Private Equity- oder Royalityunternehmen im Bereich Rohstoff/Energie/Resourcenrnehmen kennen sollte
...wäre schön hier mal zu posten!
Oder auch ähnliche Sachen/Ansätze
-da kann man sich so schön Ideen/eventl. Möglichkeiten holen.
finde: 'MEC Resources'
www.mecresources.com.au
Ein derzeit ganz kleines Beteiligungsunternehmen,
aber da müsste man sich einlesen
+das wäre sehr sehr langfristig zu sehen,
ich erwarte mir langfristig sehr viel davon,
meiner Ansicht nach legen die grad die Basis für eine
starke Zukunft, aber es ist auch sehr spekulativ.
Man sollte, grundsätzlich, nie den Fehler machen,
was, weils so klein ist -und der Kurs sich auch noch nach unten
entwickelt, (vorschnell) als Schrott abzustempeln.
Will das gar keinem anpreisen,
was ich eigentlich nur meine/sagen wollte:
wenn wer noch interessante Corporate Finance-, Beteiligungs(abseits von Longvie, Pinetree und Starvest)-, Private Equity- oder Royalityunternehmen im Bereich Rohstoff/Energie/Resourcenrnehmen kennen sollte
...wäre schön hier mal zu posten!
Oder auch ähnliche Sachen/Ansätze
-da kann man sich so schön Ideen/eventl. Möglichkeiten holen.
davon ruhig OHNE Ende!
Oder z.B. auch Personen/Anleger, die es richtig
raus/draufhaben.
Oder z.B. auch Personen/Anleger, die es richtig
raus/draufhaben.
Das hatte ich schon vor einer Weile mal gelesen
und jetzt nochmal in einem Thread gesehen
-finde ich SEHR gut!!
Derartiges müsste am besten wirklich jeder vor seinen
1sten Schritten an der Börse lesen/sich mit auseinandersetzen...
"Die 9 Gebote des reichsten Investors der Welt
+Das 1. Gebot Konzentrieren Sie Ihre Geldanlage auf wenige ausgesuchte Werte. Denn es ist genauso als ob Sie gleichzeitig mehrere Geliebte hätten: So würden Sie nie jede Einzelne richtig kennen lernen können. Deshalb kommen Sie bitte nie in Versuchung, zeitgleich mehr als allerhöchstens 10 bis 12 Aktien zu besitzen
+Das 2. Gebot Sie müssen den Geschäftszweck der hinter den Aktien stehenden Unternehmen völlig verstehen.
Meiden Sie deshalb bitte Unternehmen, deren Geschäftskonzept Sie nicht durchschauen. Und zwar so, wie der Teufel das Weihwasser meidet. Sie sollten Ihr kostbares Geld nur in Unternehmen stecken, die selbst ein Vollidiot leiten könnte. Eines Tages könnte nämlich genau das passieren
+Das 3. Gebot Der Vorstand und das Management müssen gut und ehrlich sein. Sie müssen einfach das tun, was richtig ist. In jeder Marktlage. So einfach sich das anhören mag, so schwierig ist es zu erfüllen.
Verwalter, Hasardeure, Blender und Giermenschen können auf Dauer selbst solche Unternehmen von innen her aushöhlen!
+Das 4. Gebot Vergessen Sie die einzelne Aktie: Denken Sie an das gesamte Unternehmen! Stellen Sie sich beim Kauf einer Aktie vor, Sie würden das ganze Unternehmen auf einmal kaufen. So, als ob Sie einfach den kleinen Edeka-Laden an der Ecke kaufen würden. Denn Sie müssen das Ganze sehen und nicht etwa nur das im Augenblick noch schöne Produkt-Sortiment
+Das 5. Gebot Meiden Sie Spekulanten, Trader, Bankberater und Fonds-Manager: Verachten Sie sie! Denn sie haben nicht Ihre Interessen. Die suchen nämlich meistens nur das schnelle Geld. Auf Ihre Kosten!
Lernen Sie besser von langfristig orientierten Investoren: Das ist der sicherste Weg zu nachhaltigem Reichtum
+Das 6. Gebot Eine Aktie, die Sie nicht 10 Jahre behalten wollen, sollten Sie auch nicht 10 Minuten lang besitzen. Eine wirklich gute Aktie sollten Sie hingegen nie wieder hergeben!
+Das 7. Gebot Investieren Sie Ihr Geld nur in Unternehmen mit einer starken Marktstellung. Und mit bekannten Produkten, die von Endverbrauchern ständig gekauft werden müssen. Denn nur solche Unternehmen sind ziemlich konjunkturunabhängig
+Das 8. Gebot Stecken Sie Ihr Geld niemals in billige Aktienwerte. Sondern immer nur in preiswerte Aktien!
Der wahre, innere Wert erschließt sich einem niemals über den äußeren Marktwert. Bitte lassen Sie sich nicht von optisch niedrigen Aktien-Preisen verführen! Kaufen Sie nur dann, wenn Sie eine hohe Unternehmens-Qualität zu einem günstigen Preis bekommen
+Das 9. Gebot Nichts ist so flüchtig wie Geld. Deshalb: Bleiben Sie hart und stecken Sie Ihr kostbares Geld einzig und allein in substanzstarke Werte. Doch substanzstarke Werte sind ganz ganz selten. Und wenn Sie gar an die wenigen echten Substanzwerte denken, dann gibt es davon sogar unter den weltweit über 40.000 Aktien gerade mal an die 100 Werte dieser allerhöchsten Qualitätsstufe "
Ich versuch eigentlich das meiste auch so/ähnlich anzugehen.
Speziell 1, 2, 3, 4, 6 +8 finde ich sehr gut,
wie auch wichtig!
und jetzt nochmal in einem Thread gesehen
-finde ich SEHR gut!!
Derartiges müsste am besten wirklich jeder vor seinen
1sten Schritten an der Börse lesen/sich mit auseinandersetzen...
"Die 9 Gebote des reichsten Investors der Welt
+Das 1. Gebot Konzentrieren Sie Ihre Geldanlage auf wenige ausgesuchte Werte. Denn es ist genauso als ob Sie gleichzeitig mehrere Geliebte hätten: So würden Sie nie jede Einzelne richtig kennen lernen können. Deshalb kommen Sie bitte nie in Versuchung, zeitgleich mehr als allerhöchstens 10 bis 12 Aktien zu besitzen
+Das 2. Gebot Sie müssen den Geschäftszweck der hinter den Aktien stehenden Unternehmen völlig verstehen.
Meiden Sie deshalb bitte Unternehmen, deren Geschäftskonzept Sie nicht durchschauen. Und zwar so, wie der Teufel das Weihwasser meidet. Sie sollten Ihr kostbares Geld nur in Unternehmen stecken, die selbst ein Vollidiot leiten könnte. Eines Tages könnte nämlich genau das passieren
+Das 3. Gebot Der Vorstand und das Management müssen gut und ehrlich sein. Sie müssen einfach das tun, was richtig ist. In jeder Marktlage. So einfach sich das anhören mag, so schwierig ist es zu erfüllen.
Verwalter, Hasardeure, Blender und Giermenschen können auf Dauer selbst solche Unternehmen von innen her aushöhlen!
+Das 4. Gebot Vergessen Sie die einzelne Aktie: Denken Sie an das gesamte Unternehmen! Stellen Sie sich beim Kauf einer Aktie vor, Sie würden das ganze Unternehmen auf einmal kaufen. So, als ob Sie einfach den kleinen Edeka-Laden an der Ecke kaufen würden. Denn Sie müssen das Ganze sehen und nicht etwa nur das im Augenblick noch schöne Produkt-Sortiment
+Das 5. Gebot Meiden Sie Spekulanten, Trader, Bankberater und Fonds-Manager: Verachten Sie sie! Denn sie haben nicht Ihre Interessen. Die suchen nämlich meistens nur das schnelle Geld. Auf Ihre Kosten!
Lernen Sie besser von langfristig orientierten Investoren: Das ist der sicherste Weg zu nachhaltigem Reichtum
+Das 6. Gebot Eine Aktie, die Sie nicht 10 Jahre behalten wollen, sollten Sie auch nicht 10 Minuten lang besitzen. Eine wirklich gute Aktie sollten Sie hingegen nie wieder hergeben!
+Das 7. Gebot Investieren Sie Ihr Geld nur in Unternehmen mit einer starken Marktstellung. Und mit bekannten Produkten, die von Endverbrauchern ständig gekauft werden müssen. Denn nur solche Unternehmen sind ziemlich konjunkturunabhängig
+Das 8. Gebot Stecken Sie Ihr Geld niemals in billige Aktienwerte. Sondern immer nur in preiswerte Aktien!
Der wahre, innere Wert erschließt sich einem niemals über den äußeren Marktwert. Bitte lassen Sie sich nicht von optisch niedrigen Aktien-Preisen verführen! Kaufen Sie nur dann, wenn Sie eine hohe Unternehmens-Qualität zu einem günstigen Preis bekommen
+Das 9. Gebot Nichts ist so flüchtig wie Geld. Deshalb: Bleiben Sie hart und stecken Sie Ihr kostbares Geld einzig und allein in substanzstarke Werte. Doch substanzstarke Werte sind ganz ganz selten. Und wenn Sie gar an die wenigen echten Substanzwerte denken, dann gibt es davon sogar unter den weltweit über 40.000 Aktien gerade mal an die 100 Werte dieser allerhöchsten Qualitätsstufe "
Ich versuch eigentlich das meiste auch so/ähnlich anzugehen.
Speziell 1, 2, 3, 4, 6 +8 finde ich sehr gut,
wie auch wichtig!
"Palladon Signs Long-Term Iron Ore Sales Agreement
Tuesday April 1, 11:02 am ET
SALT LAKE CITY, UTAH--(MARKET WIRE)--Apr 1, 2008 -- Palladon Ventures Ltd. (CDNX:PLL.V - News)(Frankfurt: PV-1) announces that its private subsidiary, Palladon Iron Corporation (PIC), has signed a long-term sales agreement with China Kingdom International Minerals & Metals Co., Ltd (CKI). The recent commodity price increases have made the sale of run-of-mine iron ore financially attractive, enabling PIC to contract for the immediate sale of run-of-mine iron ore, rather than await the financing and construction of a processing plant.
ADVERTISEMENT
The five-year contract provides for the purchase by CKI and its Australian operating subsidiary, China Kingdom International Australia, of run-of-mine iron ore at an initial annual rate of 2,000,000 metric tonnes. Pricing is fixed through March 31, 2009, and will adjust for future annual periods based on changes in the World Benchmark Prices for iron ore. The contract price is quoted FOB a west coast U.S. port, with CKI responsible for all ocean-going freight including the contracting and scheduling of ocean vessels.
The contract price for the initial period exceeds PIC's anticipated per ton operating and shipping costs, and the run-of-mine sales are expected to generate meaningful free cash flow for PIC. PIC estimates initial capital investment to be less than $5 million, with shipments expected to commence in the third quarter of this year. PIC is in the process of finalizing its mining plan and logistics plans for the start of operations at its Iron Mountain project in southwestern Utah. The electrical sub-station facility has been installed, grounded, and charged, and is ready to be connected to the Cedar City power grid. Mobilization for mining and shipping will begin shortly in anticipation of the pending shipping dates.
It is anticipated that PIC will reinvest some of the cash flow from the run-of-mine sales into a formal feasibility study to help finance the eventual construction of a processing plant on-site. When an iron ore concentrate processing plant is completed at Iron Mountain, the agreement with CKI contemplates modification to reflect the new product and pricing.
Based in Beijing, CKI is one of China's leading importers of iron ore, with close ties to major global iron ore producers and Chinese steel manufacturers.
"We are very excited to be working with CKI. CKI gives us access to customers and shipping that we could not have achieved on our own, and we expect CKI will be a great strategic partner for PIC for many years to come," said Donald G. Foot, Jr., President and CEO of Palladon Ventures Ltd. "The latest global benchmark pricing increases enable us to export unprocessed iron ore profitably while we build a processing plant to produce high-grade iron concentrates. The significant cash flow generated from this contract should provide for a robust future for Palladon and our shareholders."
On Behalf of the Board of Directors,
Donald G. Foot, Jr. President and Chief Executive Officer
About Palladon
Palladon Ventures Ltd. is a junior resource company focused on redeveloping the Iron Mountain project in Iron County, Utah. Palladon also holds interests in gold exploration projects in Nevada, Utah and Argentina.
The TSX Venture Exchange has not reviewed and does not take responsibility for the adequacy or accuracy of the contents hereof.
Contact:
Contacts:
Palladon Ventures Ltd.
Hamish Greig
Vice President
(604) 484-7088
(604) 484-7044 (FAX)
Email: info@palladonventures.com
Website: http://www.palladonventures.com
Palladon Ventures Ltd.
Frank Dolce
Vice President
(801) 521-5252
(801) 521-5454 (FAX)
Email: frank.dolce@palladoniron.com
Website: http://www.ironbullmining.com
----------------------------------------------------------------
Source: Palladon Ventures Ltd."
Tuesday April 1, 11:02 am ET
SALT LAKE CITY, UTAH--(MARKET WIRE)--Apr 1, 2008 -- Palladon Ventures Ltd. (CDNX:PLL.V - News)(Frankfurt: PV-1) announces that its private subsidiary, Palladon Iron Corporation (PIC), has signed a long-term sales agreement with China Kingdom International Minerals & Metals Co., Ltd (CKI). The recent commodity price increases have made the sale of run-of-mine iron ore financially attractive, enabling PIC to contract for the immediate sale of run-of-mine iron ore, rather than await the financing and construction of a processing plant.
ADVERTISEMENT
The five-year contract provides for the purchase by CKI and its Australian operating subsidiary, China Kingdom International Australia, of run-of-mine iron ore at an initial annual rate of 2,000,000 metric tonnes. Pricing is fixed through March 31, 2009, and will adjust for future annual periods based on changes in the World Benchmark Prices for iron ore. The contract price is quoted FOB a west coast U.S. port, with CKI responsible for all ocean-going freight including the contracting and scheduling of ocean vessels.
The contract price for the initial period exceeds PIC's anticipated per ton operating and shipping costs, and the run-of-mine sales are expected to generate meaningful free cash flow for PIC. PIC estimates initial capital investment to be less than $5 million, with shipments expected to commence in the third quarter of this year. PIC is in the process of finalizing its mining plan and logistics plans for the start of operations at its Iron Mountain project in southwestern Utah. The electrical sub-station facility has been installed, grounded, and charged, and is ready to be connected to the Cedar City power grid. Mobilization for mining and shipping will begin shortly in anticipation of the pending shipping dates.
It is anticipated that PIC will reinvest some of the cash flow from the run-of-mine sales into a formal feasibility study to help finance the eventual construction of a processing plant on-site. When an iron ore concentrate processing plant is completed at Iron Mountain, the agreement with CKI contemplates modification to reflect the new product and pricing.
Based in Beijing, CKI is one of China's leading importers of iron ore, with close ties to major global iron ore producers and Chinese steel manufacturers.
"We are very excited to be working with CKI. CKI gives us access to customers and shipping that we could not have achieved on our own, and we expect CKI will be a great strategic partner for PIC for many years to come," said Donald G. Foot, Jr., President and CEO of Palladon Ventures Ltd. "The latest global benchmark pricing increases enable us to export unprocessed iron ore profitably while we build a processing plant to produce high-grade iron concentrates. The significant cash flow generated from this contract should provide for a robust future for Palladon and our shareholders."
On Behalf of the Board of Directors,
Donald G. Foot, Jr. President and Chief Executive Officer
About Palladon
Palladon Ventures Ltd. is a junior resource company focused on redeveloping the Iron Mountain project in Iron County, Utah. Palladon also holds interests in gold exploration projects in Nevada, Utah and Argentina.
The TSX Venture Exchange has not reviewed and does not take responsibility for the adequacy or accuracy of the contents hereof.
Contact:
Contacts:
Palladon Ventures Ltd.
Hamish Greig
Vice President
(604) 484-7088
(604) 484-7044 (FAX)
Email: info@palladonventures.com
Website: http://www.palladonventures.com
Palladon Ventures Ltd.
Frank Dolce
Vice President
(801) 521-5252
(801) 521-5454 (FAX)
Email: frank.dolce@palladoniron.com
Website: http://www.ironbullmining.com
----------------------------------------------------------------
Source: Palladon Ventures Ltd."
Neuaufnahme
Bridge Resources
www.bridgeresourcescorp.com
letzte Presentation
www.bridgeresourcescorp.com/wp-files/Jan2008.pdf
letztes Research (lesenswert)
www.bridgeresourcescorp.com/wp-files/NR001-18-08
Damit wäre noch ein Ölwert drin,
ist aber keiner der beiden, die ich eigentlich meinte,
Depot müsste jetzt glaub ich, bis auf noch eine einzige
Position, knackend voll sein,(so ein Mist!)
ab dann kann ich nur noch hoffen, daß sich der ein oder andere
Wert auch kurzfristiger Mal stark entwickelt,
bei 100% würd ich, die 1sten Male, ziemlich sicher,
die dann genau rausnehmen, um wieder Optionen zu haben.
Geplanter voraussichtlicher Anlagehorizont wären hier
erstmal etwa 2-3 Jahre.
Bridge Resources
www.bridgeresourcescorp.com
letzte Presentation
www.bridgeresourcescorp.com/wp-files/Jan2008.pdf
letztes Research (lesenswert)
www.bridgeresourcescorp.com/wp-files/NR001-18-08
Damit wäre noch ein Ölwert drin,
ist aber keiner der beiden, die ich eigentlich meinte,
Depot müsste jetzt glaub ich, bis auf noch eine einzige
Position, knackend voll sein,(so ein Mist!)
ab dann kann ich nur noch hoffen, daß sich der ein oder andere
Wert auch kurzfristiger Mal stark entwickelt,
bei 100% würd ich, die 1sten Male, ziemlich sicher,
die dann genau rausnehmen, um wieder Optionen zu haben.
Geplanter voraussichtlicher Anlagehorizont wären hier
erstmal etwa 2-3 Jahre.
aus dem Cuervo-Thread
"Cuervo Resources Inc. (CNQ-IRON; FWB-CRR) gab gerade ein Private Placement über 6 Mio Aktien zu 1,50 CDN$ bekannt.
(incl. ½ Warrant zu 2,25 CDN$ ,Laufzeit 24 Monate)
Das Cuervo zufließende Kapital von mindestens 9 Mio CDN$ wird dazu verwendet das Eisenerzprojekt in Peru weiter zu entwickeln.
- NI-43-101 Resourcen Report – geplante Fertigstellung bis Ende 2 Quartal 2008
- Bohraktivität zu beschleunigen,
- zusätzliche Resourcen Updates
- weiterer Transportstudien.
Zudem scheint ein Wechsel an der TSX geplant zu sein, da jeder Zeichner eine Option erhält nochmals 10% der ursprünglichen Aktien zu erhalten, sollte Cuervo innerhalb von 6 Monaten den Segmentwechsel an die TSX nicht vollziehen .
Durch einen möglichen Wechsel an die TSX ( Big-Board) (nicht TSX-Venture!) würde sich Cuervo neue Investorengruppen erschließen.
Die Redaktion bemüht sich um ein Interview mit dem Management um weitere Details zu erfahren.
Mit freundlichen Grüßen
Das Team von www.rohstoffraketen.de"
Und von dem 1sten Resourcestatement(+in Bälde dann dann weiteren
(Resource)Updates), sowie der Infrastruktur/Transportstudie
und weiterem, würde ich mir sehr merkliche Impulse erwarten,
ob +wie stark bin ich selber gespannt, das könnte aber durchaus schon gut zur Sache gehen, das Spezielle:
meiner Ansicht nach können die meisten Leute mit Cuervo
noch nicht so wirklich etwas anfangen(Teils auch durch die ein oder andere Börsenpublikation ziemlich gebrandmarkt)
-und das sollte sich dann mit dem ersten Resourcestatement
langsam ändern.
"Cuervo Resources Inc. (CNQ-IRON; FWB-CRR) gab gerade ein Private Placement über 6 Mio Aktien zu 1,50 CDN$ bekannt.
(incl. ½ Warrant zu 2,25 CDN$ ,Laufzeit 24 Monate)
Das Cuervo zufließende Kapital von mindestens 9 Mio CDN$ wird dazu verwendet das Eisenerzprojekt in Peru weiter zu entwickeln.
- NI-43-101 Resourcen Report – geplante Fertigstellung bis Ende 2 Quartal 2008
- Bohraktivität zu beschleunigen,
- zusätzliche Resourcen Updates
- weiterer Transportstudien.
Zudem scheint ein Wechsel an der TSX geplant zu sein, da jeder Zeichner eine Option erhält nochmals 10% der ursprünglichen Aktien zu erhalten, sollte Cuervo innerhalb von 6 Monaten den Segmentwechsel an die TSX nicht vollziehen .
Durch einen möglichen Wechsel an die TSX ( Big-Board) (nicht TSX-Venture!) würde sich Cuervo neue Investorengruppen erschließen.
Die Redaktion bemüht sich um ein Interview mit dem Management um weitere Details zu erfahren.
Mit freundlichen Grüßen
Das Team von www.rohstoffraketen.de"
Und von dem 1sten Resourcestatement(+in Bälde dann dann weiteren
(Resource)Updates), sowie der Infrastruktur/Transportstudie
und weiterem, würde ich mir sehr merkliche Impulse erwarten,
ob +wie stark bin ich selber gespannt, das könnte aber durchaus schon gut zur Sache gehen, das Spezielle:
meiner Ansicht nach können die meisten Leute mit Cuervo
noch nicht so wirklich etwas anfangen(Teils auch durch die ein oder andere Börsenpublikation ziemlich gebrandmarkt)
-und das sollte sich dann mit dem ersten Resourcestatement
langsam ändern.
www.steelguru.com/news/index/2008/03/31/NDA3NTE%3D/Ukraine_t…
"April 02, 2008
Ukraine to start talks with Romania and Slovakia for Kryviy Rih iron ore plant
Ukrainian Journal Staff reported that Ukraine will next week start talks with Romania and Slovakia over privatization of major Ukrainian iron ore deposit in which the two countries have minority stakes.
The report added that the development is a major change because Ukraine has so far been planning to sell the deposit, known as Kriviy Rih Oxidized Ore Mining Plant, without regard to the position of the two countries."
Keine Ahnung, also ganz eventuell könnte man ja mal gucken,
ob sich das wer angelt, mit dem man dran partizipieren könnte,
ist aber wirklich eine sehr sehr vage Option.
Wenn ich da aber was in der Richtung hören sollte,
werd ichs hier reinstellen.
"April 02, 2008
Ukraine to start talks with Romania and Slovakia for Kryviy Rih iron ore plant
Ukrainian Journal Staff reported that Ukraine will next week start talks with Romania and Slovakia over privatization of major Ukrainian iron ore deposit in which the two countries have minority stakes.
The report added that the development is a major change because Ukraine has so far been planning to sell the deposit, known as Kriviy Rih Oxidized Ore Mining Plant, without regard to the position of the two countries."
Keine Ahnung, also ganz eventuell könnte man ja mal gucken,
ob sich das wer angelt, mit dem man dran partizipieren könnte,
ist aber wirklich eine sehr sehr vage Option.
Wenn ich da aber was in der Richtung hören sollte,
werd ichs hier reinstellen.
"NEW DRILL RESULTS
West Timmins Mining Inc. (TSX: WTM) and Lake Shore Gold Corp. (TSX: LSG)
Thunder Creek Property, Canada
Drilhole ID Number Intersection
Gold Grade
Comments
TC07-34
6.60 meters 1.62 g/t
n/a
TC07-35 7.30 meters 3.79 g/t n/a
TC07-36 7.00 meters 24.61 g/t n/a
TC07-43 29.35 meters 4.08 g/t n/a
including
9.00 meters 8.57 g/t n/a
TC07-45 12.20 meters
1.24 g/t
n/a
-------------------------------------------------------------------
Rubicon Minerals Corp. (TSX: RMX, AMEX: RBY)
Phoenix project, Canada
Drilhole ID Number
Intersection
Gold Grade
Comments
F2-07
8.0 meters
36.50 g/t
n/a
-------------------------------------------------------------------
Golden Arrow Resource Corp (TSX-V: GRG)
Poncha project, Argentina
Drilhole ID Number
Intersection
Gold Grade
Comments
RCPC13 266 meters 1.21 g/t included 3.30 g/t Ag
including
34 meters
2.19 g/t
included 4.31 g/t Ag
RCPC13 61 meters
3.04 g/t
included 7.16 g/t Ag RCPC13 8 meters
10.91 g/t
included 24.00 g/t Ag
-------------------------------------------------------------------
Esperanza Silver Corp. (TSX-V: EPZ)
Cerro Jumil project, Mexico
Drilhole ID Number
Intersection
Gold Grade
Comments
RCHE-07-64A
51 meters
1.44 g/t
n/a
RCHE-07-67 163.5 meters
0.87 g/t n/a
RCHE-07-76 79.5 meters
1.04 g/t n/a
RCHE-07-80 36 meters 2.53 g/t
n/a
RCHE-07-80 54 meters
0.73 g/t
n/a
-------------------------------------------------------------------
Oromin Explorations Ltd (TSX-V: OLE, OTC BB: OLEPF)
Sabodala concession, Senegal
Drilhole ID Number
Intersection
Gold Grade
Comments
RC-189 30 meters 3.33 g/t n/a
RC-192 18 meters
8.41 g/t
n/a
RC-194 19 meters 8.83 g/t n/a
RC-201 23 meters 6.47 g/t n/a
DH-199 27 meters 3.47 g/t n/a
DH-189 8 meters 14.57 g/t n/a"
West Timmins Mining Inc. (TSX: WTM) and Lake Shore Gold Corp. (TSX: LSG)
Thunder Creek Property, Canada
Drilhole ID Number Intersection
Gold Grade
Comments
TC07-34
6.60 meters 1.62 g/t
n/a
TC07-35 7.30 meters 3.79 g/t n/a
TC07-36 7.00 meters 24.61 g/t n/a
TC07-43 29.35 meters 4.08 g/t n/a
including
9.00 meters 8.57 g/t n/a
TC07-45 12.20 meters
1.24 g/t
n/a
-------------------------------------------------------------------
Rubicon Minerals Corp. (TSX: RMX, AMEX: RBY)
Phoenix project, Canada
Drilhole ID Number
Intersection
Gold Grade
Comments
F2-07
8.0 meters
36.50 g/t
n/a
-------------------------------------------------------------------
Golden Arrow Resource Corp (TSX-V: GRG)
Poncha project, Argentina
Drilhole ID Number
Intersection
Gold Grade
Comments
RCPC13 266 meters 1.21 g/t included 3.30 g/t Ag
including
34 meters
2.19 g/t
included 4.31 g/t Ag
RCPC13 61 meters
3.04 g/t
included 7.16 g/t Ag RCPC13 8 meters
10.91 g/t
included 24.00 g/t Ag
-------------------------------------------------------------------
Esperanza Silver Corp. (TSX-V: EPZ)
Cerro Jumil project, Mexico
Drilhole ID Number
Intersection
Gold Grade
Comments
RCHE-07-64A
51 meters
1.44 g/t
n/a
RCHE-07-67 163.5 meters
0.87 g/t n/a
RCHE-07-76 79.5 meters
1.04 g/t n/a
RCHE-07-80 36 meters 2.53 g/t
n/a
RCHE-07-80 54 meters
0.73 g/t
n/a
-------------------------------------------------------------------
Oromin Explorations Ltd (TSX-V: OLE, OTC BB: OLEPF)
Sabodala concession, Senegal
Drilhole ID Number
Intersection
Gold Grade
Comments
RC-189 30 meters 3.33 g/t n/a
RC-192 18 meters
8.41 g/t
n/a
RC-194 19 meters 8.83 g/t n/a
RC-201 23 meters 6.47 g/t n/a
DH-199 27 meters 3.47 g/t n/a
DH-189 8 meters 14.57 g/t n/a"
Hab gerade nochwas gesehen, was für mich richtig
interessant aussieht.
Sanu Resources
Aber eigentlich wegen etwas anderem,
was ich denke, was sich lohnen könnte/sollte
-'Sanu Resources' gehört zur 'Lunding Group'
und Deren Companies.
Man sollte sich mal wirklich die Entwicklungen nicht weniger
der dazugehörigen Unternehmen angucken!!
Dazugehörende Unternehmen, bei Denen sich das unter diesen
Gesichtspunkten noch lohnen könnte, die sich genauer anzugucken,
die ich bis jetzt gesehen habe:
-Sanu Resources, jetzt.................www.sanuresources.com-Suramina Exploration..................www.suramina.com
-Pearl Exploration&Production..........www.pearleandp.com
Nicht wirklich wenige Unternehmen aus der Lundin-Gruppe
haben wirklich unglaubliche Entwicklungen durchgemacht
(speziell in der sehr krassen Mischung von Quanti-
und Qualität!!)
-bspw. u.a. auch in der Sanu- und Pearl-Presentation zu sehen-,
ich will jetzt kein spezielles Unternehmen davon als
superphantastisch o.ä. hervorheben, aber ich würde dem
Gedanken wirklich mal nachgehen,
das dürfte gute Chancen haben, sich als sehr lukrativ herauszustellen.
Ich werd jedenfalls demnächst versuchen rauszubekommen,
welche, vor allem noch kleinere, Unternehmen alle zur
'Lundin-Group' gehören, möglichst vollständig.
grad noch das gefunden: www.thelundingroup.com ,
womit sich das wahrsch. erledigt haben dürfte.
Alleine mit einem kurzem Bick drauf, bin ich mir ziemlich
sicher, daß da noch die ein oder andere sehr sehr interessante
Möglichkeit drunter sein dürfte, 'Africa Oil' besitzt
bspw. glaube ich eine riesen-Phantasie.
interessant aussieht.
Sanu Resources
Aber eigentlich wegen etwas anderem,
was ich denke, was sich lohnen könnte/sollte
-'Sanu Resources' gehört zur 'Lunding Group'
und Deren Companies.
Man sollte sich mal wirklich die Entwicklungen nicht weniger
der dazugehörigen Unternehmen angucken!!
Dazugehörende Unternehmen, bei Denen sich das unter diesen
Gesichtspunkten noch lohnen könnte, die sich genauer anzugucken,
die ich bis jetzt gesehen habe:
-Sanu Resources, jetzt.................www.sanuresources.com-Suramina Exploration..................www.suramina.com
-Pearl Exploration&Production..........www.pearleandp.com
Nicht wirklich wenige Unternehmen aus der Lundin-Gruppe
haben wirklich unglaubliche Entwicklungen durchgemacht
(speziell in der sehr krassen Mischung von Quanti-
und Qualität!!)
-bspw. u.a. auch in der Sanu- und Pearl-Presentation zu sehen-,
ich will jetzt kein spezielles Unternehmen davon als
superphantastisch o.ä. hervorheben, aber ich würde dem
Gedanken wirklich mal nachgehen,
das dürfte gute Chancen haben, sich als sehr lukrativ herauszustellen.
Ich werd jedenfalls demnächst versuchen rauszubekommen,
welche, vor allem noch kleinere, Unternehmen alle zur
'Lundin-Group' gehören, möglichst vollständig.
grad noch das gefunden: www.thelundingroup.com ,
womit sich das wahrsch. erledigt haben dürfte.
Alleine mit einem kurzem Bick drauf, bin ich mir ziemlich
sicher, daß da noch die ein oder andere sehr sehr interessante
Möglichkeit drunter sein dürfte, 'Africa Oil' besitzt
bspw. glaube ich eine riesen-Phantasie.
The Lundin Group of Companies, Überblick
www.thelundingroup.com/lundin_group.pdf
www.thelundingroup.com/lundin_group.pdf
bei sowas sollte man glaube ich aufpassen/im Auge
behalten, da kann das ganz schnell mal passieren
-das man durch solcherlei Sachen mit einem Mal
deutlich mehr Cash in der Kasse hat, als die derzeitige
Bewertung hergibt...
"STRIKE RESOURCES LIMITED
Junior explorer Strike Resources Ltd is in talks with a group led by a major international mining company to sell its Peruvian iron ore assets for $US450 million ($A493.26 million), reports the Australian Associated Press. The company is asking a total $US650 million for the Cuzco and Apurimac projects, which it co-owns, and Strike's other Peruvian iron ore assets. The company announced the talks today, responding to media reports in Peru that Apurimac Ferrum SA had been sold for $US650 million."
behalten, da kann das ganz schnell mal passieren
-das man durch solcherlei Sachen mit einem Mal
deutlich mehr Cash in der Kasse hat, als die derzeitige
Bewertung hergibt...
"STRIKE RESOURCES LIMITED
Junior explorer Strike Resources Ltd is in talks with a group led by a major international mining company to sell its Peruvian iron ore assets for $US450 million ($A493.26 million), reports the Australian Associated Press. The company is asking a total $US650 million for the Cuzco and Apurimac projects, which it co-owns, and Strike's other Peruvian iron ore assets. The company announced the talks today, responding to media reports in Peru that Apurimac Ferrum SA had been sold for $US650 million."
"Western Canadian sees hard coking coal prices of more
than US$220 per tonne
VANCOUVER _ Western Canadian Coal Corp. (TSX:WTN) said Tuesday it has signed provisional pricing arrangements for more than US$220 per tonne for hard coking coal for the new coal year. BC-Western-Canadian-Coal."
than US$220 per tonne
VANCOUVER _ Western Canadian Coal Corp. (TSX:WTN) said Tuesday it has signed provisional pricing arrangements for more than US$220 per tonne for hard coking coal for the new coal year. BC-Western-Canadian-Coal."
Ehrlich gesagt sieht das 'Property Package' von
'Sanu Resources' sehr sehr geil aus(wenn Afrika-Fokus
akzeptabel sein sollte),
das werde ich mir auf jeden Fall versuchen näher anzugucken
+könnte durchaus was fürs Depot sein.
Vermute ich werde mich bald sehr stark für Sanu begeistern können,
wenn man sich die ganzen Unternehmen der Lundin-Gruppe anguckt,
dann wäre es nicht ganz von der Hand zu weisen,
daß die damit Ihren strategischen Minerals-Fokus
von Afrika abdecken wollen.
Ich weiss nicht ob es so ist,
aber es scheint mir durchaus so sein zu können.
'Sanu Resources' sehr sehr geil aus(wenn Afrika-Fokus
akzeptabel sein sollte),
das werde ich mir auf jeden Fall versuchen näher anzugucken
+könnte durchaus was fürs Depot sein.
Vermute ich werde mich bald sehr stark für Sanu begeistern können,
wenn man sich die ganzen Unternehmen der Lundin-Gruppe anguckt,
dann wäre es nicht ganz von der Hand zu weisen,
daß die damit Ihren strategischen Minerals-Fokus
von Afrika abdecken wollen.
Ich weiss nicht ob es so ist,
aber es scheint mir durchaus so sein zu können.
mit 'Aurox Resources' wurde zuletzt ein weiterer Thread
zu einem Eisenwert aufgemacht
==> Thread: Australische Perle - noch unter dem Radar
Die würde ich auch zu den Eisenwerten nehmen,
die ich mir unbedingt angucken würde,
auch Art hat dazu schon was gepostet.
www.aurox.com.au
akt. Presentation
www.aurox.com.au/assets/Uploads/asx/AXO000275Presentation-Gl…
das sieht langfristig sehr sehr interessant aus.
zu einem Eisenwert aufgemacht
==> Thread: Australische Perle - noch unter dem Radar
Die würde ich auch zu den Eisenwerten nehmen,
die ich mir unbedingt angucken würde,
auch Art hat dazu schon was gepostet.
www.aurox.com.au
akt. Presentation
www.aurox.com.au/assets/Uploads/asx/AXO000275Presentation-Gl…
das sieht langfristig sehr sehr interessant aus.
Wenn auch in erster Linie Gold.
"Axmin to build 203,000 oz gold mine in CAR
Allan Seccombe
Posted: Wed, 02 Apr 2008
[miningmx.com] -- CANADA’S Axmin Inc will raise US$223m towards a 203,000 oz/year gold mine in Central African Republic, with production starting in the third quarter of 2010, the company said on Wednesday.
TSX Venture Exchange-listed Axmin, which has large land holdings in the CAR, released a bankable feasibility study into its Passendro gold project, which has total reserves of 1.3 million oz of gold and measured and indicated resources of 1.8 million oz.
Endeavour Financial International Corp. will advise Axmin on debt finance for the project and determine interest from project financiers.
increase mine lifeIt will take two years to build an opencast mine on the greenstone belt as well as mills and a carbon-in-leach (CIL) plant together with the related infrastructure. A mining licence has yet to be granted.
Axmin will pay a 2.25% royalty on revenues from gold sales. The government has a 10% free-carry interest in the project and it can buy a further 10% at a market-related value.
The project will have a five-year tax holiday after which a rate of 30% will kick in.
Construction costs are $196m, with working capital adding $5.5m and sustaining capital of $18.3m on top of that.
The study shows a life of mine of 5.9 years, producing an average of 203,000 oz. In the first three years, mining will focus on higher grade areas, allowing Axmin average production of 223,000 oz/year.
“We are confident that exploration along this highly prospective greenstone belt will add to reserves and increase mine life,” said Axmin CEO Mario Caron.
The study shows average cash operating costs over the life of mine, including royalties, of $379/oz. That cost is based on an $80 per barrel oil price. At $96, the cost rises to $403/oz.(das müsste man wohl unbedingt beachten!)
Axmin will install a 10.5 megawatt power plant.
The net present value, at five percent discount, is $164m and an internal rate of return of 29%. The payback period is seen as 2.2 years. The base gold price used in the calculations is $750/oz.
The project will be serviced through the Cameroonian port of Douala. The cost of upgrading roads and reinforcing six bridges on the route are included in the capital estimate. The project is located 60km north of the town of Bambari."
Fact Sheet
www.axmininc.com/Portals/57ad7180-c5e7-49f5-b282-c6475cdb7ee…
"Axmin to build 203,000 oz gold mine in CAR
Allan Seccombe
Posted: Wed, 02 Apr 2008
[miningmx.com] -- CANADA’S Axmin Inc will raise US$223m towards a 203,000 oz/year gold mine in Central African Republic, with production starting in the third quarter of 2010, the company said on Wednesday.
TSX Venture Exchange-listed Axmin, which has large land holdings in the CAR, released a bankable feasibility study into its Passendro gold project, which has total reserves of 1.3 million oz of gold and measured and indicated resources of 1.8 million oz.
Endeavour Financial International Corp. will advise Axmin on debt finance for the project and determine interest from project financiers.
increase mine lifeIt will take two years to build an opencast mine on the greenstone belt as well as mills and a carbon-in-leach (CIL) plant together with the related infrastructure. A mining licence has yet to be granted.
Axmin will pay a 2.25% royalty on revenues from gold sales. The government has a 10% free-carry interest in the project and it can buy a further 10% at a market-related value.
The project will have a five-year tax holiday after which a rate of 30% will kick in.
Construction costs are $196m, with working capital adding $5.5m and sustaining capital of $18.3m on top of that.
The study shows a life of mine of 5.9 years, producing an average of 203,000 oz. In the first three years, mining will focus on higher grade areas, allowing Axmin average production of 223,000 oz/year.
“We are confident that exploration along this highly prospective greenstone belt will add to reserves and increase mine life,” said Axmin CEO Mario Caron.
The study shows average cash operating costs over the life of mine, including royalties, of $379/oz. That cost is based on an $80 per barrel oil price. At $96, the cost rises to $403/oz.(das müsste man wohl unbedingt beachten!)
Axmin will install a 10.5 megawatt power plant.
The net present value, at five percent discount, is $164m and an internal rate of return of 29%. The payback period is seen as 2.2 years. The base gold price used in the calculations is $750/oz.
The project will be serviced through the Cameroonian port of Douala. The cost of upgrading roads and reinforcing six bridges on the route are included in the capital estimate. The project is located 60km north of the town of Bambari."
Fact Sheet
www.axmininc.com/Portals/57ad7180-c5e7-49f5-b282-c6475cdb7ee…
Ich hatte ernsthaft vor gut einer Woche überlegt(kurz vor auslaufen der Optionen), es mit einer ersten Tradingposition bei 'Tiger Resources' zu versuchen
(obwohl mir Trading Großteils ziemlich suspekt ist,
da es meist mit riesen Heilsversprechen anfängt
-und zu größten Teilen mit nicht kleinen Verlusten endet
(daher sollte man das m.M. nach nur machen,
wenn man sich entweder richtig auskennt +gut ist
oder in sehr wenigen, wirklich ausgesprochenen Sonderfällen).
Schlussendlich hab ich es dann einfach nicht gemacht,
weil ich im Depot eh schon fast keine Möglichkeiten mehr
habe -aber ich finde es toll zu sehen,
daß es -bis dato- aufgegangen wäre.
Im Moment wäre ich bei 'Altona Resources' ganz arg am
überlegen(hätte nicht gedacht, daß man solche Kurse nochmal
sehen wird, aber das Problem ist halt wieder das gleiche,
werde versuchen das zeitnah zu entscheiden).
(obwohl mir Trading Großteils ziemlich suspekt ist,
da es meist mit riesen Heilsversprechen anfängt
-und zu größten Teilen mit nicht kleinen Verlusten endet
(daher sollte man das m.M. nach nur machen,
wenn man sich entweder richtig auskennt +gut ist
oder in sehr wenigen, wirklich ausgesprochenen Sonderfällen).
Schlussendlich hab ich es dann einfach nicht gemacht,
weil ich im Depot eh schon fast keine Möglichkeiten mehr
habe -aber ich finde es toll zu sehen,
daß es -bis dato- aufgegangen wäre.
Im Moment wäre ich bei 'Altona Resources' ganz arg am
überlegen(hätte nicht gedacht, daß man solche Kurse nochmal
sehen wird, aber das Problem ist halt wieder das gleiche,
werde versuchen das zeitnah zu entscheiden).
Zu 'Red Hill Energy' gibt es seit heute auch einen Thread
==> Thread: Red Hill Energy: ein Kohlenmonster?
wobei der Infogehalt noch "recht moderat" ist.
==> Thread: Red Hill Energy: ein Kohlenmonster?
wobei der Infogehalt noch "recht moderat" ist.
Also ich denke, ich hab nicht ganz umsonst den
einen oder anderen Kohlewert hier aufgeführt.
"Coking
Posted: Thu, 03 Apr 2008
[miningmx.com] -- THE price of coking coal, a key ingredient in steelmaking, is expected to rise by 150% to 200%, driving up steel prices further, the head of the world's largest steel manufacturer, ArcelorMittal, said on Wednesday.
President and CEO Lakshmi Mittal also said the company sees global steel demand growing by 3% to 5% over the next decade, although demand in China will likely slow, with the slack taken up by India and other developing economies, Reuters reported.
ArcelorMittal, which makes 9% of the world's steel, is well on its way to producing 150 million tonnes of steel per year by 2012 and expects to be 75% to 85% self-sufficient in raw materials by 2014-15, Mittal said.
His son, Aditya Mittal, the chief financial officer, told Wall Street analysts that demand from China's developing industrial infrastructure and other emerging economies had led to an average 7% growth in the steel market in the last seven years."
einen oder anderen Kohlewert hier aufgeführt.
"Coking
Posted: Thu, 03 Apr 2008
[miningmx.com] -- THE price of coking coal, a key ingredient in steelmaking, is expected to rise by 150% to 200%, driving up steel prices further, the head of the world's largest steel manufacturer, ArcelorMittal, said on Wednesday.
President and CEO Lakshmi Mittal also said the company sees global steel demand growing by 3% to 5% over the next decade, although demand in China will likely slow, with the slack taken up by India and other developing economies, Reuters reported.
ArcelorMittal, which makes 9% of the world's steel, is well on its way to producing 150 million tonnes of steel per year by 2012 and expects to be 75% to 85% self-sufficient in raw materials by 2014-15, Mittal said.
His son, Aditya Mittal, the chief financial officer, told Wall Street analysts that demand from China's developing industrial infrastructure and other emerging economies had led to an average 7% growth in the steel market in the last seven years."
in Kürze ein neuer Kandidat...
"Eastern Iron looks to raise $5m
Eastern Iron Ore Limited is looking to raise $5 million by issuing 25 million shares at 20c per share. The company said that funds raised would be directed towards a programme of exploration field work, metallurgical test work and preliminary economic scoping at the company’s New South Wales tenements."
Ich greif dem schonmal ein bisschen vor:
-Eastern Iron Ore Limited
www.easterniron.com.au
"Eastern Iron looks to raise $5m
Eastern Iron Ore Limited is looking to raise $5 million by issuing 25 million shares at 20c per share. The company said that funds raised would be directed towards a programme of exploration field work, metallurgical test work and preliminary economic scoping at the company’s New South Wales tenements."
Ich greif dem schonmal ein bisschen vor:
-Eastern Iron Ore Limited
www.easterniron.com.au
Prospectus, Eastern Iron Ore
www.easterniron.com.au/Prospectus/Downloads/EasternIron-Pros…
weiss nicht genau, ob der Direktlink funktioniert.
Einse sehr geile Geschichte, wie ich finde...
"Was in einer Rezession passieren kann
"Der Geldmarkt ist der Schlüssel zur Aktienbörse. Diejenigen, die die Kontrolle über die Geldpolitik haben, kontrollieren auch den Aktienmarkt." - Daniel Drew
"Innerhalb der nächsten fünfzehn Minuten will ich mein Geld."
Der Bankangestellte dem Daniel Drew gegenüberstand, begann blass zu werden. Ein fettiger Schweißtropfen lief seine Schläfen herunter. Er wusste, dass diese Forderung sehr viele Unannehmlichkeiten hervorrufen würde.
Drew war das egal. Dieses kleine Glanzstück würde ihm soviel einbringen, dass er sich zu Ruhe setzen könnte. ...
Baisse 1867
In der Baisse 1867 haben Drew und seine zwei Freunde Jim Fisk und Jay Gould eine tollkühne "Baisse-Kampagne" ausgeheckt, die Sie mit Trades auf fallende Aktienkurse ausnutzten. Sie waren im amerikanischen Aktienmarkt mit einem Gegenwert von mehreren Millionen Dollar short - damals ein riesiges Vermögen.
Sie schlossen ihre Wetten zu einem Zeitpunkt ab, der zunächst ungünstig schien. Wie Drew sich in seiner Autobiografie erinnert, sollten laut Regierungsberichten in fast allen Teilen des Landes Rekordernten erzielt werden. Die Wahl des Präsidenten Grant war praktisch sicher, und Geld war billig.
"Wenn Geld billig ist, steigen Aktien ..." sagte Drew. "Die Leute dachten, wir wären Dummköpfe."
Jene Leute hatten nicht mit dem teuflischen Genie Daniel Drew und seinen Freunden gerechnet.
Einige Zeit vorher hatte die Gruppe still und leise vierzehn Millionen Dollar bei mehreren Banken deponiert. Damals mussten die Banken eine Reserve in Höhe von fünfundzwanzig Prozent der ausstehenden Darlehen halten. So hatten die Banken die Möglichkeit mit einer Reserve von 14 Millionen Dollar Darlehen im Wert von 56 Millionen Dollar zu vergeben.
Drew wusste das. Es war der Schlüssel zu seinem Plan.
"Wir beschlossen, dass die Zeit gekommen war… um unsere Bombe platzen zu lassen. Also besuchten wir die Banken aus heiterem Himmel, um unsere Dollars zurückzufordern."
Drews Gruppe verursachte einen Run auf das Bankensystem: Die Banken mussten sofort 56 Millionen Dollar aufbringen. Banken kündigten Darlehen. Und um die Darlehen zurückzahlen zu können, mussten die Schuldner der Banken ihre Aktien verkaufen ... die Aktienbörse fiel dreißig Prozent und die Zinssätze stiegen um bis zu 160 %!
Geschäftsleute erhielten kein Geld, um ihr Geschäft weiter zu führen. Großhändler gingen Pleite und verloren ihre Läden. Bauern erhielten kein Geld für ihre Ernten, um ihre Hypotheken zu zahlen. Sie wurden aus ihren eigenen Häusern vertrieben.
Zwischenzeitlich machten Drew und seine Bande ein riesiges Vermögen.
"Überall begannen die Leute uns zu verfluchen," schrieb Drew. "Die Luft um uns drei Männer war wie Feuer und Schwefel. Ich hatte nicht gedacht, dass die Sache so ein Spektakel auslösen würde. Es sah fast aus, dass wir unserer Leben nicht mehr sicher waren."
Es gibt zwei Lehren, die wir heute von Daniel Drews Geschichte erfahren, …
Folgerung Nr 1: Um an der Wall Street Geld zu machen, berechnen Sie, was die breite Masse machen wird, und tun Sie dann genau das Gegenteil.
Folgerung Nr. 2: Für Aktien ist es schlecht, wenn Geld knapp ist (oder sich keiner Geld leihen kann…) und es ist gut für Aktien, wenn die Geldpolitik gelockert ist. Seien Sie bereit für die Rezession. Daniel Drew wäre es.
Good investing
Tom"
...und das mit den Folgerungen seh ich eh so.
"Was in einer Rezession passieren kann
"Der Geldmarkt ist der Schlüssel zur Aktienbörse. Diejenigen, die die Kontrolle über die Geldpolitik haben, kontrollieren auch den Aktienmarkt." - Daniel Drew
"Innerhalb der nächsten fünfzehn Minuten will ich mein Geld."
Der Bankangestellte dem Daniel Drew gegenüberstand, begann blass zu werden. Ein fettiger Schweißtropfen lief seine Schläfen herunter. Er wusste, dass diese Forderung sehr viele Unannehmlichkeiten hervorrufen würde.
Drew war das egal. Dieses kleine Glanzstück würde ihm soviel einbringen, dass er sich zu Ruhe setzen könnte. ...
Baisse 1867
In der Baisse 1867 haben Drew und seine zwei Freunde Jim Fisk und Jay Gould eine tollkühne "Baisse-Kampagne" ausgeheckt, die Sie mit Trades auf fallende Aktienkurse ausnutzten. Sie waren im amerikanischen Aktienmarkt mit einem Gegenwert von mehreren Millionen Dollar short - damals ein riesiges Vermögen.
Sie schlossen ihre Wetten zu einem Zeitpunkt ab, der zunächst ungünstig schien. Wie Drew sich in seiner Autobiografie erinnert, sollten laut Regierungsberichten in fast allen Teilen des Landes Rekordernten erzielt werden. Die Wahl des Präsidenten Grant war praktisch sicher, und Geld war billig.
"Wenn Geld billig ist, steigen Aktien ..." sagte Drew. "Die Leute dachten, wir wären Dummköpfe."
Jene Leute hatten nicht mit dem teuflischen Genie Daniel Drew und seinen Freunden gerechnet.
Einige Zeit vorher hatte die Gruppe still und leise vierzehn Millionen Dollar bei mehreren Banken deponiert. Damals mussten die Banken eine Reserve in Höhe von fünfundzwanzig Prozent der ausstehenden Darlehen halten. So hatten die Banken die Möglichkeit mit einer Reserve von 14 Millionen Dollar Darlehen im Wert von 56 Millionen Dollar zu vergeben.
Drew wusste das. Es war der Schlüssel zu seinem Plan.
"Wir beschlossen, dass die Zeit gekommen war… um unsere Bombe platzen zu lassen. Also besuchten wir die Banken aus heiterem Himmel, um unsere Dollars zurückzufordern."
Drews Gruppe verursachte einen Run auf das Bankensystem: Die Banken mussten sofort 56 Millionen Dollar aufbringen. Banken kündigten Darlehen. Und um die Darlehen zurückzahlen zu können, mussten die Schuldner der Banken ihre Aktien verkaufen ... die Aktienbörse fiel dreißig Prozent und die Zinssätze stiegen um bis zu 160 %!
Geschäftsleute erhielten kein Geld, um ihr Geschäft weiter zu führen. Großhändler gingen Pleite und verloren ihre Läden. Bauern erhielten kein Geld für ihre Ernten, um ihre Hypotheken zu zahlen. Sie wurden aus ihren eigenen Häusern vertrieben.
Zwischenzeitlich machten Drew und seine Bande ein riesiges Vermögen.
"Überall begannen die Leute uns zu verfluchen," schrieb Drew. "Die Luft um uns drei Männer war wie Feuer und Schwefel. Ich hatte nicht gedacht, dass die Sache so ein Spektakel auslösen würde. Es sah fast aus, dass wir unserer Leben nicht mehr sicher waren."
Es gibt zwei Lehren, die wir heute von Daniel Drews Geschichte erfahren, …
Folgerung Nr 1: Um an der Wall Street Geld zu machen, berechnen Sie, was die breite Masse machen wird, und tun Sie dann genau das Gegenteil.
Folgerung Nr. 2: Für Aktien ist es schlecht, wenn Geld knapp ist (oder sich keiner Geld leihen kann…) und es ist gut für Aktien, wenn die Geldpolitik gelockert ist. Seien Sie bereit für die Rezession. Daniel Drew wäre es.
Good investing
Tom"
...und das mit den Folgerungen seh ich eh so.
www.polarismetals.com.au/upload/documents/investor/asx/20080…
Kurzversion
"Outstanding Results Confirm Carina DSO Potential
Yilgarn Iron Ore Project
•
Outstanding results from remaining assays at Carina prospect within the key Yilgarn Iron Ore Project
•
Prospect unencumbered by proposed extension of the Mt Manning Nature Reserve
•
Expedited focus on Carina as near term production target close to available infrastructure.
Length (m)......Fe %
22..............59.10
8...............55.05
56..............59.48
76..............59.67
26..............55.98
112.............58.13
36..............58.33
42..............59.59
16..............58.50
12..............54.88"
Kurzversion
"Outstanding Results Confirm Carina DSO Potential
Yilgarn Iron Ore Project
•
Outstanding results from remaining assays at Carina prospect within the key Yilgarn Iron Ore Project
•
Prospect unencumbered by proposed extension of the Mt Manning Nature Reserve
•
Expedited focus on Carina as near term production target close to available infrastructure.
Length (m)......Fe %
22..............59.10
8...............55.05
56..............59.48
76..............59.67
26..............55.98
112.............58.13
36..............58.33
42..............59.59
16..............58.50
12..............54.88"
Um das zur 'Lundin Group' mal konkret zu machen
-die haben einige Ihrer Companys von kleinen
zu mehreren 100Mio -Milliardenunternehmen geformt
und sind meines Wissens nach seit einiger Zeit
eine der erfolg- und einflussreichsten Familiendynastien
im Rohstoffsektor weltweit(sich den Link zur Lundin Group
und Deren Companies anzugucken ist schon echt interessant,
wie beeindruckend, vor allem auch die Timeline unten jeweils).
Unter diesem Gesichtspunkt könnte das einfach nochmal
speziell interessant sein sich davon einzelne
Unternehmen von anzuschauen.
Und denke ich liege bei 'Sanu Resources' mit dem "Afrika abdecken"
höchstwahrscheinlich richtig, wenn man sich mal
'Suramina Resources' anguckt, scheint es naheliegend daß die
für Südamerika und 'Fortress Minerals' für
Osteuropa "zuständig" wären.
Die Familie ist eine ewig lang anhaltende Erfolgsgeschichte,
an recht sicher bekannten Unternehmen, waren/sind sie bspw.
bei 'Tenke Mining', 'Denison Mines' und 'Red Back Mining'
beteiligt +richtig viele deren Unternehmen wurden im Laufe der Historie -zu netten Preisen- übernommen.
Würde mir das unbedingt mal angucken!,
ich werd mir mit der Zeit jedenfalls ganz sicher,
noch sehr viel mehr Lundin-Companies genauer anzuschauen.
-die haben einige Ihrer Companys von kleinen
zu mehreren 100Mio -Milliardenunternehmen geformt
und sind meines Wissens nach seit einiger Zeit
eine der erfolg- und einflussreichsten Familiendynastien
im Rohstoffsektor weltweit(sich den Link zur Lundin Group
und Deren Companies anzugucken ist schon echt interessant,
wie beeindruckend, vor allem auch die Timeline unten jeweils).
Unter diesem Gesichtspunkt könnte das einfach nochmal
speziell interessant sein sich davon einzelne
Unternehmen von anzuschauen.
Und denke ich liege bei 'Sanu Resources' mit dem "Afrika abdecken"
höchstwahrscheinlich richtig, wenn man sich mal
'Suramina Resources' anguckt, scheint es naheliegend daß die
für Südamerika und 'Fortress Minerals' für
Osteuropa "zuständig" wären.
Die Familie ist eine ewig lang anhaltende Erfolgsgeschichte,
an recht sicher bekannten Unternehmen, waren/sind sie bspw.
bei 'Tenke Mining', 'Denison Mines' und 'Red Back Mining'
beteiligt +richtig viele deren Unternehmen wurden im Laufe der Historie -zu netten Preisen- übernommen.
Würde mir das unbedingt mal angucken!,
ich werd mir mit der Zeit jedenfalls ganz sicher,
noch sehr viel mehr Lundin-Companies genauer anzuschauen.
Ich werd mir das nochmal abschliessend so genau wie
möglich angucken, und dann noch das WEnde
höchstwahrscheinlich 'Castle Minerals' aufnehmen.
Mein Ziel ist es durchaus, mir einen wirklich
arg starken Track-Record aufzubauen
-aber das hat wohl fast jeder.
möglich angucken, und dann noch das WEnde
höchstwahrscheinlich 'Castle Minerals' aufnehmen.
Mein Ziel ist es durchaus, mir einen wirklich
arg starken Track-Record aufzubauen
-aber das hat wohl fast jeder.
Ein durchaus interessanter Aspekt scheint mir auch,
daß nicht wenige der (Haupt)Shareholder von Castle
auch merkliche Anteile von 'Azumah Resources'
halten, die wie ich finde auch richtig interessant aussehen.
daß nicht wenige der (Haupt)Shareholder von Castle
auch merkliche Anteile von 'Azumah Resources'
halten, die wie ich finde auch richtig interessant aussehen.
bei 'Globe Uranium' würde ich mal -recht unbescheiden-
meinen -derzeit- absolut Recht gehabt zu haben.
meinen -derzeit- absolut Recht gehabt zu haben.
Hab gerade nochwas spitzenmässig passendes gefunden:
www.capelam.com.au/aurora/assets/user_content/File/IN003_Iro…
muss das selber erst noch durchgucken, aber scheint mir recht
"allumfassend", auf den 1sten Blick,
mal schauen, vielleicht gibts da ja auch noch Hinweise
auf andere interessante Sachen in der Richtung.
www.capelam.com.au/aurora/assets/user_content/File/IN003_Iro…
muss das selber erst noch durchgucken, aber scheint mir recht
"allumfassend", auf den 1sten Blick,
mal schauen, vielleicht gibts da ja auch noch Hinweise
auf andere interessante Sachen in der Richtung.
Hab den Titel vergessen:
"Iron Ore sector review" - Ocean Securities, March08"
"Iron Ore sector review" - Ocean Securities, March08"
"Amalgamation/Takeover
CLEVELAND CLIFFS INC , FAIRSTAR RESOURCES LTD. & PORTMAN LIMITED
Australia
The Opes Prime saga appears to have delivered iron ore miner Portman Ltd a 10 per cent stake in Golden West Resources Ltd, throwing a spanner in Fairstar Resource Ltd's planned takeover of the company, reports Australian Associated Press."
CLEVELAND CLIFFS INC , FAIRSTAR RESOURCES LTD. & PORTMAN LIMITED
Australia
The Opes Prime saga appears to have delivered iron ore miner Portman Ltd a 10 per cent stake in Golden West Resources Ltd, throwing a spanner in Fairstar Resource Ltd's planned takeover of the company, reports Australian Associated Press."
Also die grundlegende Idee des Threads(abseits von der DMC-Vorstellung) war -vollkommen- richtig, würde ich
jetzt mal behaupten.
(muss mir noch irgendwas mit der Formatierung einfallen
lassen, das ist hier ja echt kastastrophal,
muss man oftmals ohne Ende zusätzliche Zeit investieren,
um das dann übersichtlich reinszustellen,
na mal sehen)
"INVESTMENT INSIGHTS
Iron ore, king of resources
Vale, the world’s biggest iron ore digger, continues to outperform; plus a glance at 36 associated iron ore names, as top performers among global resources stocks.
Author: Barry Sergeant
Posted: Friday , 04 Apr 2008
JOHANNESBURG -
Brazil's Vale (RIO US$36.15 a share), the world's biggest iron ore digger, and No 2 mining stock in the world, continues to lead a broad classification of global iron ore stocks higher, cutting the grouping out as the best performing resources subsector, beating headline grabbers such as listed gold and oil stocks.
Stock.................From............FromStock
class.................high*...........low*sample
Dominant diversified..-20.1%.......68.4%.....8
Copper................-32.1%.......49.8%....43
Gold Tier I...........-22.2%.......50.5%....10
Gold Tier II..........-22.1%.......77.0%....11
Gold Tier III.........-32.9%.......57.4%....11
Gold Developers.......-36.4%.......59.4%....14
Iron ore..............-26.4%......128.4%....37
Platinum Tier I.......-17.5%.......50.8%.....3
Platinum Tier II......-27.4%.......89.2%.....7
Silver................-36.6%.......51.1%....50
Uranium...............-61.6%.......37.9%....22
Oil...................-23.3%.......63.6%....31
Average/total.........-31.1%.......64.4%...260
(* Measured on 12-month stock prices)
Vigorous increases in Vale's stock price over the past five years rates it as a rare "ten bagger;" in five consecutive trading days during August 2007, Vale's market value advanced by $25bn, reflecting investor recognition that iron ore had become a global force that could rival, if not exceed, returns offered by long established and better-known commodities and metals.
Vale, along with Rio Tinto (RIO LN, £56.94) and BHP Billiton (BLT LN, £16.17) dominate global seaborne iron ore trade. The trio, representing one of the most heavily consolidated sectors of the global resources group, exert considerable influence during annual negotiations to set price contracts. In the past few months, Vale has once again led the sector in securing annual increases - this time of 65% to 85%, depending on the grade and form - for contract iron ore.
The trio's price tribulations of the past few years, which saw China displace Japan as the world's biggest steelmaker, have drawn attention to other stocks with direct and indirect stakes in the iron ore sector. A good number of these stocks, many previously little- known, have shadowed around for years, like ghosts waiting for a material conversion.
Over the past 12 months alone, a number of these names, which include miners of iron ore produced for inland markets, have registered increases of 100% and more in stock prices. Many of these, like the Big Three, rank also as a diversified stocks; Vale, for instance, buoyed by big cash flows, has completed a spate of acquisitions over the past few years, and also produces nickel, copper, integrated aluminum (bauxite, alumina and primary aluminum), kaolin, potash, and metallurgical and thermal coal.
Most iron ore miners avoid "upstream" integration into steelmaking, and prefer to specialise in the logistics of moving a bulk commodity. Vale's iron ore division is highly integrated, given Vale's ownership and operation of its giant Carajás iron ore mine, along with railways, ports, and even a shipping fleet. Its recent acquisitions have seen it follow, deliberately or otherwise, the customer service package offerings advanced in recent years, particularly by BHP Billiton.
Thus iron ore customers are also offered metallurgical (coking) coal for smelting, along with other inputs vital to steel production such as, depending on the producing company, chromium, vanadium, tungsten, manganese, molybdenum, and cobalt. Customers progressing to stainless steel production are offered further amounts of chromium, along with nickel; makers of super alloys are likewise offered appropriate baskets of metals.
Boosted by ongoing substantial increases in cash flows, Vale has been both acquisitive and has also invested heavily in organic growth. It had earmarked $11bn for investment during 2008, as part of a plan involving $59bn of capital outlays in the next five years, targeted at more than 30 greenfield and brownfield projects. The list is headed by Carajás Southern Range (iron ore), in Brazil, the largest mining project in the world, with an estimated capital outlay of $10bn.
Rio Tinto has outlined plans to spend around $9bn capital expenditure in each of 2008 and 2009, while BHP Billiton's brownfield plans for its Olympic Dam asset in Australia could see the copper-gold-uranium mine overhaul Carajás Southern Range as the world's biggest mining project.
Meanwhile, investors are once again speculating on Vale's next possible corporate move after it recently announced that a possible bid for diversified miner Xstrata (XTA LN, £37.07) was off. In the background, the world's No 3 seaborne iron ore digger, BHP Billiton, continues trekking the long road toward its planned takeover of a recalcitrant Rio Tinto, No 2 in the seaborne iron ore stakes.
The analyst community anticipates that global seaborne iron ore production is set to increase from nearly 500m tons in 2000 to close on 1 000m tons in 2010. By that stage, it is expected that Vale will be producing some 32% of the world total, followed by Rio Tinto (25%) and BHP Billiton (15%). All other producers combined are expected to supply 28% by 2010, and include Kumba Iron Ore (KIO SJ, R326.95), and by 2010, emergent producers such as Fortesque (FMG AU, A$6.98), one of the world's most spectacular resource stock stories of the recent era.
Selected iron ore names
.......................Stock......From......From......Value
.......................price......high*.....low*......US$m
Big Three, diversified
Vale..................$36.51......-4.7%.....114.8%....179610
Rio Tinto.............£56.94......-4.0%.....102.9%....146875
BHP Billiton..........£16.17.....-14.8%......46.5%....191195
Tier II, pure/diversified
Anglo American........£31.62.....-14.1%......45.9%.....85372
CSN...................$39.22......-6.6%.....187.5%.....31541
Mechel...............$135.20......-5.2%.....324.2%.....18758
Kumba Iron Ore.......R326.95.....-13.8%.....130.2%.....13001
MMX Mineracao........C$27.75......-2.1%.....146.0%......8340
ARM..................R235.50......-5.4%......48.3%......6236
Tier III, developers and others
Fortesque.............A$6.98.....-20.2%.....217.1%.....18028
Cleveland-Cliffs.....$136.97.......0.0%.....142.9%......6197
Sesa Goa..............Rp2732.....-31.2%......68.8%......2689
Assore...............R636.00......-2.2%.....202.9%......2233
Aquila...............A$10.60......-9.8%.....189.1%......2011
Murchison.............A$3.75.....-39.9%......83.8%......1413
Labrador Iron........C$55.44......-4.6%.....104.7%......1750
Midwest...............A$5.80......-5.7%.....302.8%......1139
Australasian..........A$1.60.....-41.8%......85.0%.......650
Algoma Central......C$125.00.....-15.5%.......5.9%.......480
Sylvania..............A$2.20.....-38.9%......55.5%.......365
Atlas Iron............A$2.12.....-25.1%.....292.6%.......451
Gindalbie.............A$0.74.....-62.6%......41.0%.......349
Sarda..................Rp316.....-54.5%.....112.8%.......293
Baffinland............C$3.30.....-34.5%......49.3%.......482
African Minerals.......£1.46.....-15.9%......31.7%.......380
CBH Resources.........A$0.38.....-44.5%......20.6%.......295
Sphere................A$1.88.....-55.9%......23.7%.......256
Territory.............A$0.88.....-49.4%......49.2%.......214
Grange................A$1.69.....-43.7%......35.2%.......179
Great Northern.......$124.30.....-14.8%......21.3%.......186
Nalwa..................Rp850.....-66.4%.....187.7%.......109
Strike................A$2.45.....-21.0%.....111.2%.......195
Cape Lambert..........A$0.69.....-14.4%.....174.0%.......183
Sandur.................Rp420.....-46.4%.....850.2%........50
Iron Ore..............A$0.55.....-46.6%......41.0%........39
Helix.................A$0.18.....-68.8%......20.7%........21
Venture...............A$0.31.....-31.1%......82.4%........16
Average..........................-26.4%.....128.4%"
Werde mal gucken, ob sich da eventuell noch 1, 2 neue Kandidaten
dadrunter befinden.
Cool finde ich es ja, daß, bei solchen -sehr- ausführlichen
Sektor-Betrachtungen immer immer weniger Titel vorkommen
(einige sehr große ausgeschlossen), die hier nicht aufgeführt sind.
Wer sich für den Sektor interessiert und nichts
interessantes findet
...der ist einfach selber schuld!
jetzt mal behaupten.
(muss mir noch irgendwas mit der Formatierung einfallen
lassen, das ist hier ja echt kastastrophal,
muss man oftmals ohne Ende zusätzliche Zeit investieren,
um das dann übersichtlich reinszustellen,
na mal sehen)
"INVESTMENT INSIGHTS
Iron ore, king of resources
Vale, the world’s biggest iron ore digger, continues to outperform; plus a glance at 36 associated iron ore names, as top performers among global resources stocks.
Author: Barry Sergeant
Posted: Friday , 04 Apr 2008
JOHANNESBURG -
Brazil's Vale (RIO US$36.15 a share), the world's biggest iron ore digger, and No 2 mining stock in the world, continues to lead a broad classification of global iron ore stocks higher, cutting the grouping out as the best performing resources subsector, beating headline grabbers such as listed gold and oil stocks.
Stock.................From............FromStock
class.................high*...........low*sample
Dominant diversified..-20.1%.......68.4%.....8
Copper................-32.1%.......49.8%....43
Gold Tier I...........-22.2%.......50.5%....10
Gold Tier II..........-22.1%.......77.0%....11
Gold Tier III.........-32.9%.......57.4%....11
Gold Developers.......-36.4%.......59.4%....14
Iron ore..............-26.4%......128.4%....37
Platinum Tier I.......-17.5%.......50.8%.....3
Platinum Tier II......-27.4%.......89.2%.....7
Silver................-36.6%.......51.1%....50
Uranium...............-61.6%.......37.9%....22
Oil...................-23.3%.......63.6%....31
Average/total.........-31.1%.......64.4%...260
(* Measured on 12-month stock prices)
Vigorous increases in Vale's stock price over the past five years rates it as a rare "ten bagger;" in five consecutive trading days during August 2007, Vale's market value advanced by $25bn, reflecting investor recognition that iron ore had become a global force that could rival, if not exceed, returns offered by long established and better-known commodities and metals.
Vale, along with Rio Tinto (RIO LN, £56.94) and BHP Billiton (BLT LN, £16.17) dominate global seaborne iron ore trade. The trio, representing one of the most heavily consolidated sectors of the global resources group, exert considerable influence during annual negotiations to set price contracts. In the past few months, Vale has once again led the sector in securing annual increases - this time of 65% to 85%, depending on the grade and form - for contract iron ore.
The trio's price tribulations of the past few years, which saw China displace Japan as the world's biggest steelmaker, have drawn attention to other stocks with direct and indirect stakes in the iron ore sector. A good number of these stocks, many previously little- known, have shadowed around for years, like ghosts waiting for a material conversion.
Over the past 12 months alone, a number of these names, which include miners of iron ore produced for inland markets, have registered increases of 100% and more in stock prices. Many of these, like the Big Three, rank also as a diversified stocks; Vale, for instance, buoyed by big cash flows, has completed a spate of acquisitions over the past few years, and also produces nickel, copper, integrated aluminum (bauxite, alumina and primary aluminum), kaolin, potash, and metallurgical and thermal coal.
Most iron ore miners avoid "upstream" integration into steelmaking, and prefer to specialise in the logistics of moving a bulk commodity. Vale's iron ore division is highly integrated, given Vale's ownership and operation of its giant Carajás iron ore mine, along with railways, ports, and even a shipping fleet. Its recent acquisitions have seen it follow, deliberately or otherwise, the customer service package offerings advanced in recent years, particularly by BHP Billiton.
Thus iron ore customers are also offered metallurgical (coking) coal for smelting, along with other inputs vital to steel production such as, depending on the producing company, chromium, vanadium, tungsten, manganese, molybdenum, and cobalt. Customers progressing to stainless steel production are offered further amounts of chromium, along with nickel; makers of super alloys are likewise offered appropriate baskets of metals.
Boosted by ongoing substantial increases in cash flows, Vale has been both acquisitive and has also invested heavily in organic growth. It had earmarked $11bn for investment during 2008, as part of a plan involving $59bn of capital outlays in the next five years, targeted at more than 30 greenfield and brownfield projects. The list is headed by Carajás Southern Range (iron ore), in Brazil, the largest mining project in the world, with an estimated capital outlay of $10bn.
Rio Tinto has outlined plans to spend around $9bn capital expenditure in each of 2008 and 2009, while BHP Billiton's brownfield plans for its Olympic Dam asset in Australia could see the copper-gold-uranium mine overhaul Carajás Southern Range as the world's biggest mining project.
Meanwhile, investors are once again speculating on Vale's next possible corporate move after it recently announced that a possible bid for diversified miner Xstrata (XTA LN, £37.07) was off. In the background, the world's No 3 seaborne iron ore digger, BHP Billiton, continues trekking the long road toward its planned takeover of a recalcitrant Rio Tinto, No 2 in the seaborne iron ore stakes.
The analyst community anticipates that global seaborne iron ore production is set to increase from nearly 500m tons in 2000 to close on 1 000m tons in 2010. By that stage, it is expected that Vale will be producing some 32% of the world total, followed by Rio Tinto (25%) and BHP Billiton (15%). All other producers combined are expected to supply 28% by 2010, and include Kumba Iron Ore (KIO SJ, R326.95), and by 2010, emergent producers such as Fortesque (FMG AU, A$6.98), one of the world's most spectacular resource stock stories of the recent era.
Selected iron ore names
.......................Stock......From......From......Value
.......................price......high*.....low*......US$m
Big Three, diversified
Vale..................$36.51......-4.7%.....114.8%....179610
Rio Tinto.............£56.94......-4.0%.....102.9%....146875
BHP Billiton..........£16.17.....-14.8%......46.5%....191195
Tier II, pure/diversified
Anglo American........£31.62.....-14.1%......45.9%.....85372
CSN...................$39.22......-6.6%.....187.5%.....31541
Mechel...............$135.20......-5.2%.....324.2%.....18758
Kumba Iron Ore.......R326.95.....-13.8%.....130.2%.....13001
MMX Mineracao........C$27.75......-2.1%.....146.0%......8340
ARM..................R235.50......-5.4%......48.3%......6236
Tier III, developers and others
Fortesque.............A$6.98.....-20.2%.....217.1%.....18028
Cleveland-Cliffs.....$136.97.......0.0%.....142.9%......6197
Sesa Goa..............Rp2732.....-31.2%......68.8%......2689
Assore...............R636.00......-2.2%.....202.9%......2233
Aquila...............A$10.60......-9.8%.....189.1%......2011
Murchison.............A$3.75.....-39.9%......83.8%......1413
Labrador Iron........C$55.44......-4.6%.....104.7%......1750
Midwest...............A$5.80......-5.7%.....302.8%......1139
Australasian..........A$1.60.....-41.8%......85.0%.......650
Algoma Central......C$125.00.....-15.5%.......5.9%.......480
Sylvania..............A$2.20.....-38.9%......55.5%.......365
Atlas Iron............A$2.12.....-25.1%.....292.6%.......451
Gindalbie.............A$0.74.....-62.6%......41.0%.......349
Sarda..................Rp316.....-54.5%.....112.8%.......293
Baffinland............C$3.30.....-34.5%......49.3%.......482
African Minerals.......£1.46.....-15.9%......31.7%.......380
CBH Resources.........A$0.38.....-44.5%......20.6%.......295
Sphere................A$1.88.....-55.9%......23.7%.......256
Territory.............A$0.88.....-49.4%......49.2%.......214
Grange................A$1.69.....-43.7%......35.2%.......179
Great Northern.......$124.30.....-14.8%......21.3%.......186
Nalwa..................Rp850.....-66.4%.....187.7%.......109
Strike................A$2.45.....-21.0%.....111.2%.......195
Cape Lambert..........A$0.69.....-14.4%.....174.0%.......183
Sandur.................Rp420.....-46.4%.....850.2%........50
Iron Ore..............A$0.55.....-46.6%......41.0%........39
Helix.................A$0.18.....-68.8%......20.7%........21
Venture...............A$0.31.....-31.1%......82.4%........16
Average..........................-26.4%.....128.4%"
Werde mal gucken, ob sich da eventuell noch 1, 2 neue Kandidaten
dadrunter befinden.
Cool finde ich es ja, daß, bei solchen -sehr- ausführlichen
Sektor-Betrachtungen immer immer weniger Titel vorkommen
(einige sehr große ausgeschlossen), die hier nicht aufgeführt sind.
Wer sich für den Sektor interessiert und nichts
interessantes findet
...der ist einfach selber schuld!
Das habe ich gerade gesehen
"Chinese Ministry plan calls for discovery of 200 large copper,
coal and iron ore mines
China's Ministry of Land and Resources has released a draft plan calling for the discovery and development of about 200 large mines with coal, iron or copper resources. Ju Jinhua, deputy head of the ministry's planning department told China Daily that the plan "is of strategic importance to China, which is becoming increasingly dependent on imports" writes Mineweb."
Werde mal versuchen rauszubekommen,
ob man da irgendwie dran partizipieren/ das für sich
nutzen kann.
"Chinese Ministry plan calls for discovery of 200 large copper,
coal and iron ore mines
China's Ministry of Land and Resources has released a draft plan calling for the discovery and development of about 200 large mines with coal, iron or copper resources. Ju Jinhua, deputy head of the ministry's planning department told China Daily that the plan "is of strategic importance to China, which is becoming increasingly dependent on imports" writes Mineweb."
Werde mal versuchen rauszubekommen,
ob man da irgendwie dran partizipieren/ das für sich
nutzen kann.
www.minesite.com/nc/minews/singlenews/article/thundelarra-ro…
"April 04, 2008
Thundelarra, Royal And United: Mr Crabb Goes To London
By Our Man in Oz
No-one knows mining in Australia better than Phil Crabb, which has been a bit of an issue for London investors because the man who has seen more booms and busts than he cares to remember has confined himself to his home base in Perth for the past four years. That changes next week when Crabb makes an overdue visit to the City, where traditionally there has been strong support for the companies he runs. This time, the plain-talking Aussie will bring news about three companies that fit loosely into his stable, Thundelarra, United Minerals and Royal Resources. While each operates separately, Crabb is the glue which holds them together and if a pre-trip chat with Minesite’s Man in Oz is any guide then it will be worthwhile for London types to track him down, if only for a rejuvenating blast of optimism about his stable, the ongoing demand for resources, the outlook for the market – and everything Australian.
“We’re pretty excited about the projects we have on our books,” Crabb says. “The challenge has been getting the story told widely, which is why it’s time to spread the word in London”. Crabb dislikes lumping Thundelarra, United and Royal into the one basket. He sees each as a business deserving to be treated as a separate entity. The problem for an outside observer is that two, United and Royal, have lifted iron ore to the top of their lists of immediate priorities, while Thundelarra is a major shareholder in United, and all three have some directors in common.
To avoid an argument, the best way to look at the three is alphabetical, and that means starting with Royal, a Thundelarra spin-off which achieved a rare distinction in a generally flat market last week by copping a speeding ticket from the Australian Securities Exchange. What caught the eye of the regulators was an upward run in the Royal share price from A19c to A29c on 27th March. The drivers behind the 53 per cent one-day price rise appear to be two-fold. Excellent exploration news from the company’s iron ore projects in the Pilbara region of Western Australia, and market chatter that Royal would soon boost its management team with the recruitment of a former senior Rio Tinto executive – speculation that was confirmed on Monday with the appointment of Marcus Flis as Royal’s new chief executive.
On the exploration front, Crabb says drilling of Royal’s projects, Prairie Downs, Marillana and Mindy will get underway in April. Prairie Downs is located just 18 kilometres from BHP Billiton’s flagship iron ore operation in the region of Mt Newman, while Mindy is adjacent to the railway running north from Mt Newman. “The latest fieldwork at Prairie Downs has returned rock chip samples of up to 63 per cent iron,” Crabb says. “Old studies on the area have mapped outcropping iron ore formation of more than 800 metres, but there’s no recorded drilling in the area.” Crabb adds that over the next few months the news flow from Royal will accelerate.
Thundelarra is the second strong story from Crabb. There’s some decent enough uranium assets in the company, but in the near term the interest will come from the start up of mining around mid-year at the company’s 40 per cent-owned Copernicus nickel project in the far north Kimberley region of Western Australia. “I think the market can get ready for some really top stuff from Thundelarra,” Crabb says. Mining at Copernicus is being handled by the project’s 60 per cent owner, Sally Malay Mining, which will process ore through its nearby plant. “They’re got a drill rig on site now, and they take the top off [the orebody] in July, all the approvals are through,” Crabb says. If all goes to plan, Thundelarra’s share of the profit from nickel, copper and cobalt production will be up to A$12 million a year, he reckons.
What makes that profit estimate interesting is that when combined with cash in the bank, and the 20 million shares Thundelarra owns in United Minerals, the current A37c share price of Thundelarra is fully supported so no value is assigned to the uranium assets. “That’s a mistake,” Crabb said. “We’ve been getting really exciting exploration results from the Fleur De Lys project in the Northern Territory, including one sample from an old shaft on the property which assayed 1.58 per cent uranium,” he says. Fleur de Lys is one of a number of prospects in the Pine Creek area held in joint venture with GBS Gold. “We believe there’s every likelihood of a significant return of interest in uranium and we’ve got some of the best tenement positions in the Territory.
Third cab off Crabb’s rank is United Minerals, the company with the best share price performance over the past year, and with a market capitalisation more double that of Thundelarra and Royal combined. The twin keys to United are its iron ore and bauxite interests. Top of the iron ore list is the Railway prospect close to Rio Tinto’s Marandoo iron ore mine. The latest drilling there includes a hit of 40 metres of high-grade haematite ore at depths of between 40 metres and 80 metres with the hole ending in ore. Assays are due soon. Crabb says that that hole was to test for an eastern extension of Railway, and confirmed that mineralisation in the area extends for more than a kilometre. “It also supports a target potential of 100 million tonnes of ore,” he says. “The next step is to undertake more drilling and an economic evaluation of the discovery. It’s our view that we’ll be shipping ore to Port Hedland for export within the next few years.”
Crabb acknowledges the accuracy of a barbed observation from Minesite’s Man that the corporate structure of his group is unusually complex. But that is largely a result of the way Crabb has created, managed, and positioned the companies to take best advantage of changing market conditions. Gold, which was once his favoured commodity, is curiously absent from the current structure – perhaps a question for when he does the rounds in the City next week."
"April 04, 2008
Thundelarra, Royal And United: Mr Crabb Goes To London
By Our Man in Oz
No-one knows mining in Australia better than Phil Crabb, which has been a bit of an issue for London investors because the man who has seen more booms and busts than he cares to remember has confined himself to his home base in Perth for the past four years. That changes next week when Crabb makes an overdue visit to the City, where traditionally there has been strong support for the companies he runs. This time, the plain-talking Aussie will bring news about three companies that fit loosely into his stable, Thundelarra, United Minerals and Royal Resources. While each operates separately, Crabb is the glue which holds them together and if a pre-trip chat with Minesite’s Man in Oz is any guide then it will be worthwhile for London types to track him down, if only for a rejuvenating blast of optimism about his stable, the ongoing demand for resources, the outlook for the market – and everything Australian.
“We’re pretty excited about the projects we have on our books,” Crabb says. “The challenge has been getting the story told widely, which is why it’s time to spread the word in London”. Crabb dislikes lumping Thundelarra, United and Royal into the one basket. He sees each as a business deserving to be treated as a separate entity. The problem for an outside observer is that two, United and Royal, have lifted iron ore to the top of their lists of immediate priorities, while Thundelarra is a major shareholder in United, and all three have some directors in common.
To avoid an argument, the best way to look at the three is alphabetical, and that means starting with Royal, a Thundelarra spin-off which achieved a rare distinction in a generally flat market last week by copping a speeding ticket from the Australian Securities Exchange. What caught the eye of the regulators was an upward run in the Royal share price from A19c to A29c on 27th March. The drivers behind the 53 per cent one-day price rise appear to be two-fold. Excellent exploration news from the company’s iron ore projects in the Pilbara region of Western Australia, and market chatter that Royal would soon boost its management team with the recruitment of a former senior Rio Tinto executive – speculation that was confirmed on Monday with the appointment of Marcus Flis as Royal’s new chief executive.
On the exploration front, Crabb says drilling of Royal’s projects, Prairie Downs, Marillana and Mindy will get underway in April. Prairie Downs is located just 18 kilometres from BHP Billiton’s flagship iron ore operation in the region of Mt Newman, while Mindy is adjacent to the railway running north from Mt Newman. “The latest fieldwork at Prairie Downs has returned rock chip samples of up to 63 per cent iron,” Crabb says. “Old studies on the area have mapped outcropping iron ore formation of more than 800 metres, but there’s no recorded drilling in the area.” Crabb adds that over the next few months the news flow from Royal will accelerate.
Thundelarra is the second strong story from Crabb. There’s some decent enough uranium assets in the company, but in the near term the interest will come from the start up of mining around mid-year at the company’s 40 per cent-owned Copernicus nickel project in the far north Kimberley region of Western Australia. “I think the market can get ready for some really top stuff from Thundelarra,” Crabb says. Mining at Copernicus is being handled by the project’s 60 per cent owner, Sally Malay Mining, which will process ore through its nearby plant. “They’re got a drill rig on site now, and they take the top off [the orebody] in July, all the approvals are through,” Crabb says. If all goes to plan, Thundelarra’s share of the profit from nickel, copper and cobalt production will be up to A$12 million a year, he reckons.
What makes that profit estimate interesting is that when combined with cash in the bank, and the 20 million shares Thundelarra owns in United Minerals, the current A37c share price of Thundelarra is fully supported so no value is assigned to the uranium assets. “That’s a mistake,” Crabb said. “We’ve been getting really exciting exploration results from the Fleur De Lys project in the Northern Territory, including one sample from an old shaft on the property which assayed 1.58 per cent uranium,” he says. Fleur de Lys is one of a number of prospects in the Pine Creek area held in joint venture with GBS Gold. “We believe there’s every likelihood of a significant return of interest in uranium and we’ve got some of the best tenement positions in the Territory.
Third cab off Crabb’s rank is United Minerals, the company with the best share price performance over the past year, and with a market capitalisation more double that of Thundelarra and Royal combined. The twin keys to United are its iron ore and bauxite interests. Top of the iron ore list is the Railway prospect close to Rio Tinto’s Marandoo iron ore mine. The latest drilling there includes a hit of 40 metres of high-grade haematite ore at depths of between 40 metres and 80 metres with the hole ending in ore. Assays are due soon. Crabb says that that hole was to test for an eastern extension of Railway, and confirmed that mineralisation in the area extends for more than a kilometre. “It also supports a target potential of 100 million tonnes of ore,” he says. “The next step is to undertake more drilling and an economic evaluation of the discovery. It’s our view that we’ll be shipping ore to Port Hedland for export within the next few years.”
Crabb acknowledges the accuracy of a barbed observation from Minesite’s Man that the corporate structure of his group is unusually complex. But that is largely a result of the way Crabb has created, managed, and positioned the companies to take best advantage of changing market conditions. Gold, which was once his favoured commodity, is curiously absent from the current structure – perhaps a question for when he does the rounds in the City next week."
Wer an was interessiert ist, was gute Chancen haben
sollte, sich in Bälde zu einem "Momentumstock" zu entwickeln,
der sollte vielleicht mal hier gucken:
==> Thread: Stonehenge Metals -interessanter Nickeljunior
Kein Gepushe, keine Lobhuddelei, nur meine Ansicht/
starke Vermutung, einen eigenen Eindruck kann/muss
sich eh jeder selber machen.
sollte, sich in Bälde zu einem "Momentumstock" zu entwickeln,
der sollte vielleicht mal hier gucken:
==> Thread: Stonehenge Metals -interessanter Nickeljunior
Kein Gepushe, keine Lobhuddelei, nur meine Ansicht/
starke Vermutung, einen eigenen Eindruck kann/muss
sich eh jeder selber machen.
das hat irgendwie nicht hingehauen, noch ein Versuch...
Thread: Stonehenge Metals -interessanter Nickeljunior
Thread: Stonehenge Metals -interessanter Nickeljunior
Ich hab gerade nochmal zu 'Thundelarra Exploration'
nachgeguckt +ein bisschen gerechnet:
Die 12Mio A$/Year/Cashflow wären auf eine derzeitige
Bewertung von etwa 21,6/27,9 Mio E (f.d.) zu sehen
+die 'United Minerals' Shares dürften derzeit gut
14,5 Mio E ausmachen(und die Aussichten für U. Minerals
sind zudem noch wirklich interessant!),
zusätzlich hat 'Thundelarra' wirklich eine Menge Projekte
und sind, vermute ich, auch so sehr interessant/stark aufgestellt.
(hab da aber nicht genauer geguckt -das ist ausschliesslich
mein 1ster grober Eindruck, nach kurzem Überfliegen!)
Ich beziehe mich dabei ausschliesslich(!) auf den Artikel,
aber da sollte man vielleicht wirklich nochmal genauer gucken,
das könnte unter Umständen eine arg interessante
Situation sein!?!
bei eventuellem Interesse...
www.thundelarra.com
Copernicus
www.thundelarra.com/projects_details.asp?id=15
letzte Presentation - 22.02.08
www.thundelarra.com/investor.asp
nachgeguckt +ein bisschen gerechnet:
Die 12Mio A$/Year/Cashflow wären auf eine derzeitige
Bewertung von etwa 21,6/27,9 Mio E (f.d.) zu sehen
+die 'United Minerals' Shares dürften derzeit gut
14,5 Mio E ausmachen(und die Aussichten für U. Minerals
sind zudem noch wirklich interessant!),
zusätzlich hat 'Thundelarra' wirklich eine Menge Projekte
und sind, vermute ich, auch so sehr interessant/stark aufgestellt.
(hab da aber nicht genauer geguckt -das ist ausschliesslich
mein 1ster grober Eindruck, nach kurzem Überfliegen!)
Ich beziehe mich dabei ausschliesslich(!) auf den Artikel,
aber da sollte man vielleicht wirklich nochmal genauer gucken,
das könnte unter Umständen eine arg interessante
Situation sein!?!
bei eventuellem Interesse...
www.thundelarra.com
Copernicus
www.thundelarra.com/projects_details.asp?id=15
letzte Presentation - 22.02.08
www.thundelarra.com/investor.asp
Das hab ich auch gerade bei 'Mano River R.' reingestellt,
beim Depot werde ich mal gucken, ob ich mich dazu durchringen
kann 2, 3 Werte rauszuschmeissen, um wieder ein bisschen
Bewegungsspielraum zu haben
(allerdings soll das i.d. Regel nichts sein,
was stärker im Minus notiert(sofern sich nichts relevantes
geändert hat)) -soll ja irgendwie mehr Geld werden.
"April 03, 2008
Mano River Expects a Pivotal Year
By Rob Davies
Luis da Silva, chief executive of Mano River expects 2008 to be a pivotal year for the company. The main reason is the impending float of Stellar Diamonds, Mano’s 68.5 per cent owned subsidiary that now contains all the company’s diamond interests. But on top of that there will be newsflow from the gold and iron ore interests that now have a larger gross value that its diamond interests. Quite a change for a company that used to market itself as a diamond explorer. Mano River is virtually the old man of the Aim mining sector having been listed on the junior market right at its very beginnings. But after stodgy progress the company is now being revitalised under Mr da Silva.
Grouping the diamond interests into Stellar has already given Mano one cash injection from pre-IPO financing and more cash will be raised at the IPO itself, expected about May. In total the two funding exercises are expected to put about £10m into Stellar’s coffers and will leave Mano River holding about 52 per cent of the separately quoted company. Stellar’s main project is at Kono in Sierra Leone, where it holds a 49 per cent interest alongside the old Crown interests now owned by Petra Diamonds, the operator.
In February Petra announced that trial mining at Kono was going extremely well at both the Pol K and Bardu test shafts. A total of 8,460 diamonds weighing 760 carats were recovered. Of that, 5,603 diamonds weighing 479.5 carats came from 757.5 tonnes of fissure material from the Pol K shaft, giving an average grade of 63 carats per hundred tonnes (cpht). Mining at Bardu is too limited to make a realistic calculation on grade just yet. A parcel of 581 carats has been shipped to South Africa for valuation and the results will be the crucial factor in making a production decision. That should happen by the middle of the year. Mr da Silva says some of these stones will be sold, which will help cash flow.
Stellar’s other two projects are at Mandala in Guinea, and an exploration joint venture with BHPBilliton in the Democratic Republic of Congo (DRC). At Mandala the company is building a small alluvial plant to produce 13,000 carats a month of fairly low value diamonds at about US$60 per carat. A DMS plant is being built now and the mobile plant fleet is already in the country. In the DRC the exploration licence covers nearly 11,000 square kilometres on which Stellar has the right to earn a 50 per cent interest in BHP’s entitlement, conditional on a successful fund raising by Stellar that will allow it to complete a 500 tonne bulk sample.
Meanwhile back with Mano, the gold property at New Liberty in Liberia has recently been the subject of much deeper drilling, and assay results are expected in about six weeks. Last year’s bankable study defined a total gold resource of 1.4 million ounces. Included in that is 573,000 ounces of proven reserves, and the idea of the 3,000 metre two rig drill programme now nearing completion is to investigate the potential at a depth of between 500 metres and 600 metres in the expectation of increasing the resource and potential mine life. So far drilling has only gone down to 120 metres. This drilling was done with a drill rig brought in to test the Putu Range iron ore deposit in Liberia. However, getting access to the remote iron ore sites took longer that expected so the rig was utilised on the gold property while the sites were made ready.
But Putu Range may well be worth the extra wait. The historic resource stands at 465 million tonnes, but Mano’s ambition is to take that up to 900 million tonnes. The property lies on the 12 kilometre Mt Jideh Ridge which is two to three kilometres wide. An old 200 metre long adit into the ridge has recently been reopened. The scale of capital expenditure involved in getting these mines up and running means that a partner will probably be needed to take things forward. With interest in Liberian increasing by the day, that may not be such a tall order, especially as, from Mano’s perspective anyway, the potential in this project could dwarf the other two. With news on all three of its projects due this year Mano River should be an interesting share to watch in 2008. Maybe it will finally come good."
Wie auch schon da geschrieben, müsste das dadurch eingenommene
Geld eigentlich schon einen merklichen Teil von Mano's
Bewertung abdecken, will das aber nochmal genauer nachgucken.
Wenn es erfolgreich sein sollte,
dürfte die Eisenexploration das absolute Sahnehäubchen ausmachen,
aber auch die anderen Aktivitäten sind nicht zu verachten.
derzeitige Bewertung:..........knapp 23 Mio E
allerdings wirklich hohe Dillution(etwa 300Mio Shares)
(werde vielleicht öfter mal einen Kurzabriss/Überblick
über einige Werte geben -aber halt wirklich kurz)
Major Shareholders
JP Morgan Fleming...........................13.1%
HSBC Global Custody Nominee (UK) Limited,
(registered holders of).....................12.1%
Fidelity.....................................8.0%
Eastbound Resources Limited..................7.91%
Hermes.......................................4.27%
Habs nicht vor/kein Interesse daran +auch gar nicht nötig irgendwelche Werte über den grünen Klee zu loben,
aber das könnte sich durchaus lohnen, die mal anzugucken.
www.manoriver.com
letzte Media-Besprechung, Growth Company Investor, 11.07
www.manoriver.com/i/pdf/GCI_1_11_07_MANO.pdf
beim Depot werde ich mal gucken, ob ich mich dazu durchringen
kann 2, 3 Werte rauszuschmeissen, um wieder ein bisschen
Bewegungsspielraum zu haben
(allerdings soll das i.d. Regel nichts sein,
was stärker im Minus notiert(sofern sich nichts relevantes
geändert hat)) -soll ja irgendwie mehr Geld werden.
"April 03, 2008
Mano River Expects a Pivotal Year
By Rob Davies
Luis da Silva, chief executive of Mano River expects 2008 to be a pivotal year for the company. The main reason is the impending float of Stellar Diamonds, Mano’s 68.5 per cent owned subsidiary that now contains all the company’s diamond interests. But on top of that there will be newsflow from the gold and iron ore interests that now have a larger gross value that its diamond interests. Quite a change for a company that used to market itself as a diamond explorer. Mano River is virtually the old man of the Aim mining sector having been listed on the junior market right at its very beginnings. But after stodgy progress the company is now being revitalised under Mr da Silva.
Grouping the diamond interests into Stellar has already given Mano one cash injection from pre-IPO financing and more cash will be raised at the IPO itself, expected about May. In total the two funding exercises are expected to put about £10m into Stellar’s coffers and will leave Mano River holding about 52 per cent of the separately quoted company. Stellar’s main project is at Kono in Sierra Leone, where it holds a 49 per cent interest alongside the old Crown interests now owned by Petra Diamonds, the operator.
In February Petra announced that trial mining at Kono was going extremely well at both the Pol K and Bardu test shafts. A total of 8,460 diamonds weighing 760 carats were recovered. Of that, 5,603 diamonds weighing 479.5 carats came from 757.5 tonnes of fissure material from the Pol K shaft, giving an average grade of 63 carats per hundred tonnes (cpht). Mining at Bardu is too limited to make a realistic calculation on grade just yet. A parcel of 581 carats has been shipped to South Africa for valuation and the results will be the crucial factor in making a production decision. That should happen by the middle of the year. Mr da Silva says some of these stones will be sold, which will help cash flow.
Stellar’s other two projects are at Mandala in Guinea, and an exploration joint venture with BHPBilliton in the Democratic Republic of Congo (DRC). At Mandala the company is building a small alluvial plant to produce 13,000 carats a month of fairly low value diamonds at about US$60 per carat. A DMS plant is being built now and the mobile plant fleet is already in the country. In the DRC the exploration licence covers nearly 11,000 square kilometres on which Stellar has the right to earn a 50 per cent interest in BHP’s entitlement, conditional on a successful fund raising by Stellar that will allow it to complete a 500 tonne bulk sample.
Meanwhile back with Mano, the gold property at New Liberty in Liberia has recently been the subject of much deeper drilling, and assay results are expected in about six weeks. Last year’s bankable study defined a total gold resource of 1.4 million ounces. Included in that is 573,000 ounces of proven reserves, and the idea of the 3,000 metre two rig drill programme now nearing completion is to investigate the potential at a depth of between 500 metres and 600 metres in the expectation of increasing the resource and potential mine life. So far drilling has only gone down to 120 metres. This drilling was done with a drill rig brought in to test the Putu Range iron ore deposit in Liberia. However, getting access to the remote iron ore sites took longer that expected so the rig was utilised on the gold property while the sites were made ready.
But Putu Range may well be worth the extra wait. The historic resource stands at 465 million tonnes, but Mano’s ambition is to take that up to 900 million tonnes. The property lies on the 12 kilometre Mt Jideh Ridge which is two to three kilometres wide. An old 200 metre long adit into the ridge has recently been reopened. The scale of capital expenditure involved in getting these mines up and running means that a partner will probably be needed to take things forward. With interest in Liberian increasing by the day, that may not be such a tall order, especially as, from Mano’s perspective anyway, the potential in this project could dwarf the other two. With news on all three of its projects due this year Mano River should be an interesting share to watch in 2008. Maybe it will finally come good."
Wie auch schon da geschrieben, müsste das dadurch eingenommene
Geld eigentlich schon einen merklichen Teil von Mano's
Bewertung abdecken, will das aber nochmal genauer nachgucken.
Wenn es erfolgreich sein sollte,
dürfte die Eisenexploration das absolute Sahnehäubchen ausmachen,
aber auch die anderen Aktivitäten sind nicht zu verachten.
derzeitige Bewertung:..........knapp 23 Mio E
allerdings wirklich hohe Dillution(etwa 300Mio Shares)
(werde vielleicht öfter mal einen Kurzabriss/Überblick
über einige Werte geben -aber halt wirklich kurz)
Major Shareholders
JP Morgan Fleming...........................13.1%
HSBC Global Custody Nominee (UK) Limited,
(registered holders of).....................12.1%
Fidelity.....................................8.0%
Eastbound Resources Limited..................7.91%
Hermes.......................................4.27%
Habs nicht vor/kein Interesse daran +auch gar nicht nötig irgendwelche Werte über den grünen Klee zu loben,
aber das könnte sich durchaus lohnen, die mal anzugucken.
www.manoriver.com
letzte Media-Besprechung, Growth Company Investor, 11.07
www.manoriver.com/i/pdf/GCI_1_11_07_MANO.pdf
Wie gesagt, werde das künftig -thematisch-
wohl etwas großflächiger angehen.
Bei 'Golden Arrow R.' vermute ich wahrscheinlich
längerfristig nicht wirklich falsch zu liegen.
Sollte man vielleicht mal reingucken
Thread: Golden Arrow Res. mit guten BE!
und dann selber weitergehende Recherche betreiben.
wohl etwas großflächiger angehen.
Bei 'Golden Arrow R.' vermute ich wahrscheinlich
längerfristig nicht wirklich falsch zu liegen.
Sollte man vielleicht mal reingucken
Thread: Golden Arrow Res. mit guten BE!
und dann selber weitergehende Recherche betreiben.
Verstehe irgendwie nicht, warum die Thread - Links
beim 1sten Mal meist nicht funktionieren,
na egal -hoffentlich jetzt...
Thread: Golden Arrow Res. mit guten BE!
beim 1sten Mal meist nicht funktionieren,
na egal -hoffentlich jetzt...
Thread: Golden Arrow Res. mit guten BE!
'Golden Arrow' wäre annähernd sicher auch ein Kandidat
für's Portfoilio, allerdings würde ich mir dann auch
gern die 40 Projekte im Einzelnen angesehen haben
-was glaube ich "nur" durch die HPage und Präsentation
nicht möglich ist(sollte sich wirklich lohnen anzusehen).
Bei der 'Iron-Sector-Review', kann sein, daß ich die sogar
schonmal gepostet hattem, bin mir da nicht ganz sicher.
für's Portfoilio, allerdings würde ich mir dann auch
gern die 40
Projekte im Einzelnen angesehen haben-was glaube ich "nur" durch die HPage und Präsentation
nicht möglich ist(sollte sich wirklich lohnen anzusehen).
Bei der 'Iron-Sector-Review', kann sein, daß ich die sogar
schonmal gepostet hattem, bin mir da nicht ganz sicher.
'Castle Minerals' kommt zum jetztigen Kurs von 0,063 E
zum geringsten Wert unter 10.000 E rein.
Da das Depot damit glaube ich vollständig belegt
sein müsste, werd ich versuchen wie erwähnt 2, 3 Werte
auszusuchen, die raus kommen.
Ist wahrscheinlich sehr stark zu bemerken,
daß das alles sehr sehr Early-Stage lastig,
und dadurch ebenso spekulativ ist,
wenn es nur annähern in die Richtung läuft, wie ich es
mir erhoffe -dann wird sich das WARUM der Strategie
m.d. Zeit einfach von alleine erklären.
Zusätzlich versuche ich auch zu großen Teilen Werte und
Unternehmen auszumachen, die nur sehr wenige, oder zum derzeitigen
Zeitpunkt fast noch keiner "auf dem Radar" hat,
was was wahrsch. auch ziemlich auffällt.
Würde ich eine kurzfristigere oder "sicherere Strategie"
bevorzugen, sähe das Depot, wie gesagt,
VOLLKOMMEN anders aus(bspw. wäre dann 'Northland Resources'
ziemlich sicher drin)
Garantieren kann ich leider gar nichts,
aber ich tu wirklich ne ganze Menge dafür,
sollte sich das m.d. Zeit als wirklich überdurchschnittlich
erfolgreich herausstellen, könnte man ja überlegen,
daß durchaus als Ideen +Anregungen aufzugreifen.
Allerdings/Disclaimer:
Das sind alles in keinster Weise Kauf/Verkaufsempfehlungen,
ich kann nicht für die Richtigkeit, Vollständigkeit,
richtige Interpretation verschiedenster Sachverhalte u.ä. garantieren
-in dem Sinne ist das alles und immer selbst auf die
Richtigkeit, Substanz, das Risiko u.ä. hin zu überprüfen!!!
(das muss -und werde- ich immer wieder mal erwähnen)
Allen viel Erfolg im alltäglichen Börsendschungel!!,
Ppeye
zum geringsten Wert unter 10.000 E rein.
Da das Depot damit glaube ich vollständig belegt
sein müsste, werd ich versuchen wie erwähnt 2, 3 Werte
auszusuchen, die raus kommen.
Ist wahrscheinlich sehr stark zu bemerken,
daß das alles sehr sehr Early-Stage lastig,
und dadurch ebenso spekulativ ist,
wenn es nur annähern in die Richtung läuft, wie ich es
mir erhoffe -dann wird sich das WARUM der Strategie
m.d. Zeit einfach von alleine erklären.
Zusätzlich versuche ich auch zu großen Teilen Werte und
Unternehmen auszumachen, die nur sehr wenige, oder zum derzeitigen
Zeitpunkt fast noch keiner "auf dem Radar" hat,
was was wahrsch. auch ziemlich auffällt.
Würde ich eine kurzfristigere oder "sicherere Strategie"
bevorzugen, sähe das Depot, wie gesagt,
VOLLKOMMEN anders aus(bspw. wäre dann 'Northland Resources'
ziemlich sicher drin)
Garantieren kann ich leider gar nichts,
aber ich tu wirklich ne ganze Menge dafür,
sollte sich das m.d. Zeit als wirklich überdurchschnittlich
erfolgreich herausstellen, könnte man ja überlegen,
daß durchaus als Ideen +Anregungen aufzugreifen.
Allerdings/Disclaimer:
Das sind alles in keinster Weise Kauf/Verkaufsempfehlungen,
ich kann nicht für die Richtigkeit, Vollständigkeit,
richtige Interpretation verschiedenster Sachverhalte u.ä. garantieren
-in dem Sinne ist das alles und immer selbst auf die
Richtigkeit, Substanz, das Risiko u.ä. hin zu überprüfen!!!
(das muss -und werde- ich immer wieder mal erwähnen)
Allen viel Erfolg im alltäglichen Börsendschungel!!,
P
peye
Das Management von 'HE-5 Resources' hält übrigens,
laut Website, >70%(!) der eigenen Aktien,
was zumindest einen Vertrauensbeweis in die Ernsthaftigkeit
der Pläne darstellen sollte.
Allerdings ist das derzeit ein absolutes MINIUnternehmen
(müsste in etwa um die 1ne Mio US$ gehen)
und meiner Meinung nach im Moment nur als "Zockstock"
zu betrachten, was sich aber in absehbarer Zeit ändern
könnte, wenn der zuletzt eigefädelte Deal in trockenen
Tüchern ist +sich das darin gesehene/vermutete Potenzial
bestätigen sollte.
-Als "Anlage/Investment"möglichkeit derzeit
ganz sicher absolut nicht geeignet, Totalverlust
absolut möglich.
(trotzdem finde ich's interessant +es hat mich einfach gereitzt)
laut Website, >70%(!) der eigenen Aktien,
was zumindest einen Vertrauensbeweis in die Ernsthaftigkeit
der Pläne darstellen sollte.
Allerdings ist das derzeit ein absolutes MINIUnternehmen
(müsste in etwa um die 1ne Mio US$ gehen)
und meiner Meinung nach im Moment nur als "Zockstock"
zu betrachten, was sich aber in absehbarer Zeit ändern
könnte, wenn der zuletzt eigefädelte Deal in trockenen
Tüchern ist +sich das darin gesehene/vermutete Potenzial
bestätigen sollte.
-Als "Anlage/Investment"möglichkeit derzeit
ganz sicher absolut nicht geeignet, Totalverlust
absolut möglich.
(trotzdem finde ich's interessant +es hat mich einfach gereitzt)
Finde ich nicht wirklich uninteressant, da besteht denke
ich schon ein recht direkter Zusammenhang
(was ja auch einfach Sinn machen würde...)
"Hass-Mail-Indikator Teil 2
von Jochen Steffens
Schon lustig: Gestern habe ich auf der Internetseite www.forbes.com eine Kolumne von Ken Fisher, einem der größten privaten US-Vermögensverwalter, gelesen.
“I'm getting a lot of hate e-mail these days. This onslaught is not entirely a bad thing. It reassures me that my bet against the crowd is a wise one”. Quelle: www.forbes.com
Also auch er schreibt von Hass-Mails, die er als Kontraindikator auffasst. Leider ist nicht ganz klar, wann er diese Kolumne verfasst hat, als Datum steht dort 21.04.08. Das bezieht sich wohl auf die Print-Version. Ich schätze mal, dass das wahrscheinlich so vor ein, zwei Wochen geschrieben und vor wenigen Tagen eingestellt wurde.
Auch diese Kolumne zeigt, wie verlässlich dieser Indikator ist. Zur Erinnerung, ich hatte bereits am Mittwoch den 19.03.08 hier im Investor’s Daily von Hass-Mails geschrieben. Diese Mails waren Montag / Dienstag bei mir aufgelaufen, also am 17.03.08 / 18.03.08.
Nun reicht ein kleiner Blick auf den Chart, um deutlich zu machen, wie verlässlich dieser Indikator ist:
Chart
Ich habe hier diese beiden Tage mit Pfeilen markiert. Und tatsächlich, wieder einmal haben die Verfasser dieser Hass-Mails genau das Tief erwischt. Wenn Ken Fisher seine Kolumne vor ein bis zwei Wochen geschrieben hat, sollten diese Mails auch bei ihm ziemlich genau am Tief eingetrudelt sein.
Ich finde diesen Indikator nach wie vor höchst interessant, und die Trefferquote bleibt auch mit diesem jüngsten Beispiel sehr hoch."
ich schon ein recht direkter Zusammenhang
(was ja auch einfach Sinn machen würde...)
"Hass-Mail-Indikator Teil 2
von Jochen Steffens
Schon lustig: Gestern habe ich auf der Internetseite www.forbes.com eine Kolumne von Ken Fisher, einem der größten privaten US-Vermögensverwalter, gelesen.
“I'm getting a lot of hate e-mail these days. This onslaught is not entirely a bad thing. It reassures me that my bet against the crowd is a wise one”. Quelle: www.forbes.com
Also auch er schreibt von Hass-Mails, die er als Kontraindikator auffasst. Leider ist nicht ganz klar, wann er diese Kolumne verfasst hat, als Datum steht dort 21.04.08. Das bezieht sich wohl auf die Print-Version. Ich schätze mal, dass das wahrscheinlich so vor ein, zwei Wochen geschrieben und vor wenigen Tagen eingestellt wurde.
Auch diese Kolumne zeigt, wie verlässlich dieser Indikator ist. Zur Erinnerung, ich hatte bereits am Mittwoch den 19.03.08 hier im Investor’s Daily von Hass-Mails geschrieben. Diese Mails waren Montag / Dienstag bei mir aufgelaufen, also am 17.03.08 / 18.03.08.
Nun reicht ein kleiner Blick auf den Chart, um deutlich zu machen, wie verlässlich dieser Indikator ist:
Chart
Ich habe hier diese beiden Tage mit Pfeilen markiert. Und tatsächlich, wieder einmal haben die Verfasser dieser Hass-Mails genau das Tief erwischt. Wenn Ken Fisher seine Kolumne vor ein bis zwei Wochen geschrieben hat, sollten diese Mails auch bei ihm ziemlich genau am Tief eingetrudelt sein.
Ich finde diesen Indikator nach wie vor höchst interessant, und die Trefferquote bleibt auch mit diesem jüngsten Beispiel sehr hoch."
www.dealipedia.com
(geiler Titel übrigens, wie ich finde)
Hier kann man sich, u.a., immer mal ein paar Info's zu
Mining(und anderes)-Finance einholen, hab mich da
seit kurzem mal für den 'Daily' eingetragen.
Sieht dann in etwa so aus(wobei Mining/Energymässig
meist nicht so gaaanz viel dabei ist, aber ab- und
an die ein oder andere Anregung ...reicht ja schon,
überall ein klein bisschen was gefunden
-und man hat am Ende eine ganze Menge zusammen!)
"Dealipedia - The Business Deal Wiki
Free Daily Deal Roundup
April 7, 2008
Promote your deals to crucial analysts, executives, reporters and peers that matter.
Add a new deal if you see one missing and make edits if you spot any errors.
Merrill Lynch
Merrill Lynch is bullish on America
New Deals
Apr 07 Info/Communications Entropic Communications Inc acquires Vativ Technologies for $5.9 million
Deal Details - Company profile - Charts - Website - Google Search
Info/Communications Intelliworks Inc receives a $4 million investment from RedShift Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Technology Imprivata Inc receives a $15 million investment from SAP Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Technology Senscient Inc receives a $5.6 million investment from Emerald Technology Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Finance/Insurance Marketcetera Inc receives a $4 million investment from Shasta Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Finance/Insurance Imperva Inc receives a $20 million investment from Meritech Capital Partners...
Deal Details - Company profile - Charts - Google Search
Technology SiBeam Inc receives a $40 million investment from New Enterprise Associates...
Deal Details - Company profile - Charts - Website - Google Search
Apr 05 Transportation/Storage Skybus Airlines Announces Bankruptcy
Deal Details - Company profile - Charts - Website - Google Search
Apr 04 Entertainment/Recreation Buzznet Inc acquires Stereogum
Deal Details - Company profile - Charts - Website - Google Search
Technology Stirling Square Capital Partners acquires Sicurglobal
Deal Details - Company profile - Charts - Website - Google Search
Info/Communications Seesmic Inc acquires Twhirl
Deal Details - Company profile - Charts - Website - Google Search
Manufacturing Honeywell International Inc acquires Norcross Safety Products LLC for $1 billion
Deal Details - Company profile - Charts - Website - Google Search
Energy Eagle Rock Energy Partners acquires Stanolind Oil and Gas Corp for $79 million
Deal Details - Company profile - Charts - Website - Google Search
Technology Diodes Inc acquires Zetex plc for $176 million
Deal Details - Company profile - Charts - Website - Google Search
Apr 03 Info/Communications Carlisle Companies Inc acquires Carlyle Inc for $200 million
Deal Details - Company profile - Charts - Website - Google Search
Energy Key Energy ServicesI acquires Western Drilling for $51 million
Deal Details - Company profile - Charts - Website - Google Search"
(geiler Titel übrigens, wie ich finde)
Hier kann man sich, u.a., immer mal ein paar Info's zu
Mining(und anderes)-Finance einholen, hab mich da
seit kurzem mal für den 'Daily' eingetragen.
Sieht dann in etwa so aus(wobei Mining/Energymässig
meist nicht so gaaanz viel dabei ist, aber ab- und
an die ein oder andere Anregung ...reicht ja schon,
überall ein klein bisschen was gefunden
-und man hat am Ende eine ganze Menge zusammen!)
"Dealipedia - The Business Deal Wiki
Free Daily Deal Roundup
April 7, 2008
Promote your deals to crucial analysts, executives, reporters and peers that matter.
Add a new deal if you see one missing and make edits if you spot any errors.
Merrill Lynch
Merrill Lynch is bullish on America
New Deals
Apr 07 Info/Communications Entropic Communications Inc acquires Vativ Technologies for $5.9 million
Deal Details - Company profile - Charts - Website - Google Search
Info/Communications Intelliworks Inc receives a $4 million investment from RedShift Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Technology Imprivata Inc receives a $15 million investment from SAP Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Technology Senscient Inc receives a $5.6 million investment from Emerald Technology Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Finance/Insurance Marketcetera Inc receives a $4 million investment from Shasta Ventures...
Deal Details - Company profile - Charts - Website - Google Search
Finance/Insurance Imperva Inc receives a $20 million investment from Meritech Capital Partners...
Deal Details - Company profile - Charts - Google Search
Technology SiBeam Inc receives a $40 million investment from New Enterprise Associates...
Deal Details - Company profile - Charts - Website - Google Search
Apr 05 Transportation/Storage Skybus Airlines Announces Bankruptcy
Deal Details - Company profile - Charts - Website - Google Search
Apr 04 Entertainment/Recreation Buzznet Inc acquires Stereogum
Deal Details - Company profile - Charts - Website - Google Search
Technology Stirling Square Capital Partners acquires Sicurglobal
Deal Details - Company profile - Charts - Website - Google Search
Info/Communications Seesmic Inc acquires Twhirl
Deal Details - Company profile - Charts - Website - Google Search
Manufacturing Honeywell International Inc acquires Norcross Safety Products LLC for $1 billion
Deal Details - Company profile - Charts - Website - Google Search
Energy Eagle Rock Energy Partners acquires Stanolind Oil and Gas Corp for $79 million
Deal Details - Company profile - Charts - Website - Google Search
Technology Diodes Inc acquires Zetex plc for $176 million
Deal Details - Company profile - Charts - Website - Google Search
Apr 03 Info/Communications Carlisle Companies Inc acquires Carlyle Inc for $200 million
Deal Details - Company profile - Charts - Website - Google Search
Energy Key Energy ServicesI acquires Western Drilling for $51 million
Deal Details - Company profile - Charts - Website - Google Search"
Und man lernt auch m.d. Zeit eine ganze ganze Menge
über diese ganzen Beteiligungsgesellschaften,
Venturekapitalgeber, Investorgruppen, Private-Equitie Groups,
die ganzen Verflechtungen, Wechselwirkungen und einiges
ähnliches mehr untereinander.
Ist jedenfalls alles andere als verkehrt,
mal "den Weg zurück" zu verfolgen +zu gucken,
"wo das Geld herkommt", da kann man auch eine ganze Menge
interessanter Sachen beobachten
+gegebenenfalls konkret ableiten/schlussfolgern.
über diese ganzen Beteiligungsgesellschaften,
Venturekapitalgeber, Investorgruppen, Private-Equitie Groups,
die ganzen Verflechtungen, Wechselwirkungen und einiges
ähnliches mehr untereinander.
Ist jedenfalls alles andere als verkehrt,
mal "den Weg zurück" zu verfolgen +zu gucken,
"wo das Geld herkommt", da kann man auch eine ganze Menge
interessanter Sachen beobachten
+gegebenenfalls konkret ableiten/schlussfolgern.
"Abydos showing its potential: Atlas
Monday, 7 April 2008
Kate Haycock
THE latest drilling at Abydos continues to prove up the project’s potential as Atlas Iron’s key direct shipping ore project, with potential for more iron ore mineralisation along strike and at depth."
Monday, 7 April 2008
Kate Haycock
THE latest drilling at Abydos continues to prove up the project’s potential as Atlas Iron’s key direct shipping ore project, with potential for more iron ore mineralisation along strike and at depth."
"Warwick stocks leap as Atlas grabs stake
Monday, 7 April 2008
SHARES in iron ore hopeful Warwick Resources skyrocketed 36% on the back of a new strategic alliance with Atlas Iron."
Monday, 7 April 2008
SHARES in iron ore hopeful Warwick Resources skyrocketed 36% on the back of a new strategic alliance with Atlas Iron."
"Eyre is thick for Centrex
Friday, 4 April 2008
THE latest infill drilling results from iron ore hopeful Centrex Metals have indicated thick haematite intercepts at the company’s Wilgerup tenement on South Australia’s Eyre Peninsula."
letzte, zu 'Wilgerup', die ich finden konnte,
schon etwa älter??...
www.centrexmetals.com.au/images/asx_releases/asx_release42.p…
www.centrexmetals.com.au/images/asx_releases/asx_release43.p…
www.centrexmetals.com.au
neueste Presentation - 17.03.08
www.centrexmetals.com.au/images/companypresentations/6_port_…
Friday, 4 April 2008
THE latest infill drilling results from iron ore hopeful Centrex Metals have indicated thick haematite intercepts at the company’s Wilgerup tenement on South Australia’s Eyre Peninsula."
letzte, zu 'Wilgerup', die ich finden konnte,
schon etwa älter??...
www.centrexmetals.com.au/images/asx_releases/asx_release42.p…
www.centrexmetals.com.au/images/asx_releases/asx_release43.p…
www.centrexmetals.com.au
neueste Presentation - 17.03.08
www.centrexmetals.com.au/images/companypresentations/6_port_…
"Western Desert expands into iron ore
Wednesday, 2 April 2008
Charlotte Dudley
ADELAIDE-based explorer Western Desert Resources will make its first move into iron ore exploration with an agreement to acquire a series of Queensland iron ore tenements."
damit wieder ein neuer Titel:
-Western Desert Resources
Wednesday, 2 April 2008
Charlotte Dudley
ADELAIDE-based explorer Western Desert Resources will make its first move into iron ore exploration with an agreement to acquire a series of Queensland iron ore tenements."
damit wieder ein neuer Titel:
-Western Desert Resources
die News dazu:
Western Desert Resources
-"Acquisition of Dawsonvale Iron Ore Project" - 02.04.08
www.westerndesertresources.com.au/ASX%20release%20%202008033…
Western Desert Resources
-"Acquisition of Dawsonvale Iron Ore Project" - 02.04.08
www.westerndesertresources.com.au/ASX%20release%20%202008033…
"De Grey soars on winning Pilbara iron ore tenement
Wednesday, 2 April 2008
Colin Jacoby
SHARES in De Grey Mining skyrocketed as much as 82% in morning trade on news it had won the ballot for an iron ore tenement in Western Australia’s Pilbara region over seven other applicants."
Und noch einer...
-De Grey Mining
www.degreymining.com.au
Wednesday, 2 April 2008
Colin Jacoby
SHARES in De Grey Mining skyrocketed as much as 82% in morning trade on news it had won the ballot for an iron ore tenement in Western Australia’s Pilbara region over seven other applicants."
Und noch einer...
-De Grey Mining
www.degreymining.com.au
"Davidson Creek could be a winner: FerrAus *UPDATED*
Tuesday, 1 April 2008
Lorna Seatter
SOUTH Australian-based iron play FerrAus has reported an initial inferred resource for its Davidson Creek hematite prospect, part of its wholly-owned Davidson Creek project in Western Australia’s east Pilbara region"
das witzige/ärgerliche?! ist, die News steht immernoch nicht
auf Deren WSite, deswegen nur...
14-Mar-08 - Corporate Presentation - Zurich Switzerland
www.ferraus.com/files/catalog/FRS_Zurich_Mar_08.pdf
17-Mar-08 - ABN-AMRO Morgans Research Report
www.ferraus.com/files/catalog/ABN-AMRO-Research-20080314.pdf
Tuesday, 1 April 2008
Lorna Seatter
SOUTH Australian-based iron play FerrAus has reported an initial inferred resource for its Davidson Creek hematite prospect, part of its wholly-owned Davidson Creek project in Western Australia’s east Pilbara region"
das witzige/ärgerliche?! ist, die News steht immernoch nicht
auf Deren WSite, deswegen nur...
14-Mar-08 - Corporate Presentation - Zurich Switzerland
www.ferraus.com/files/catalog/FRS_Zurich_Mar_08.pdf
17-Mar-08 - ABN-AMRO Morgans Research Report
www.ferraus.com/files/catalog/ABN-AMRO-Research-20080314.pdf
"Shovelanna stoush moves to High Court
Monday, 31 March 2008
THE long-running David and Goliath battle that is Cazaly Resources versus Rio Tinto is set to enter round 10 with Cazaly to appeal a Supreme Court ruling made over the Shovelanna tenements in the High Court next month."
Monday, 31 March 2008
THE long-running David and Goliath battle that is Cazaly Resources versus Rio Tinto is set to enter round 10 with Cazaly to appeal a Supreme Court ruling made over the Shovelanna tenements in the High Court next month."
die komplette News dazu - 07.04.08
-"Atlas Iron joins Warwick as Conerstone Shareholder"
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
-"Atlas Iron joins Warwick as Conerstone Shareholder"
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
Aviva Corporation - Drilling for Reserve-Upgrade, 04.02.08
Aviva Corporation - Drilling for Reserve-Upgrade, 04.02.08
bei letzten, die über 32m, da schau ich mir auf
jeden Fall mal die WSite an.
Im Normalfall arbeite ich die Unterintervalle("including")
nicht heraus, in einigen wenigen Fällen aber doch.
"NEW DRILL PROGRAMS
Adventure Gold Inc. (TSX-V: AGE) announced the commencement of its first drill program on the 100%-owned Beaufor West property, just east of the Val d'Or mining camp, Quebec. The focus of the first phase of the program is to drill test the south-western and in-depth extensions of the Beaufor Mine, a producing gold mine operated jointly by Richmont Mines (AMEX: RIC, TSX: RIC) and Louvem Mines (TSX-V: LOV). Two new drill holes and the deepening of a previous hole drilled in 1996, will test the Beaufor Mine gold-bearing vein system a few hundred meters away from the underground mining operation. A fourth hole will test a near-surface target in the western part of the property, for a total of 1,500 meters. The second phase of the drill program, totaling 1,500 meters, is scheduled for the company's 100%-owned Beaufor North and Lapaska properties, both located east of Val d'Or, upon completion of Phase 1 of the drill program. The Beaufor, Perron and Pascalis mines, are known collectively as the "Beaufor Mine". The total production for the Beaufor Mine is more than 900,000 ounces of gold grading between 7.0 g/t gold to 8.5 g/t gold.
Upper Canyon Minerals Corp. (TSX-V: UCM) recently announced that a 3,500 meter definition drilling program has commenced on its 100% owned Brosnor property located in Louvicourt township, approximately 30 kilometers east of the mining town of Val d'Or, Quebec. The primary xobjective of the program is the definition drilling of the Adelemont ore zone and the testing of its south-west down depth extension. On the Bermont zone, 3 short holes, totaling approximately 1,000 meters will test mineralization accessible in winter time due to the swampy environment. A resource calculation in 1982 reported the first historical resource calculation, estimating 277,503 tons grading 4.08 g/t gold on the Adelemont deposit to a vertical depth of 200 meters and 34,352 tons grading 4.25 g/t gold on the Norcourt zone.
Ontex Resources Ltd (TSX: ONT) announced the imminent start of its 8,000 meter, diamond drill program located on its 100% owned Brookbank gold deposit in the Beardmore-Geraldton area of northern Ontario. The diamond drill program will concentrate on infilling portions of the Brookbank gold deposit and upgrading mineralization currently in a lower resource category to the indicated and measured categories. Secondly, the program will also focus on increasing the mineral resources between the Broookbank and Cherbourg gold deposits.
First Gold Exploration Inc. (TSX-V: EFG) announced that it will start another diamond drill program on the Croinor mining lease under option from X-Ore Resources Inc. (TSX-V: XOR). The Croinor deposit located 75 kilometers by road from Val-d'Or is known to contain an estimated 1,429,075 metric tons of 6.31 g/t gold or 289,000 ounces of gold for combined measured and indicated mineral resources at a cut-off grade of 2.00 g/t in the first 200 meters from surface. In 2007, First Gold completed an additional 8,409 meters of diamond drilling on the project which was successful in extending and better defining the known gold resource. Previously reported infill holes CR-07-332A (15.25 g/t gold over 4 meters) and CR-07-334 (5.19 g/t gold over 10.9 meters) indicate that the quality of the resource has been improved and that the deeper holes CR-07-332A (27.03 g/t gold over 2 meters) and CR-07-334 (4.05 g/t gold over 6 meters) indicate that a mineralized zone not included in the measured mineral resource does exist below 200 meters from surface. This new zone has now been identified over a length of 400 meters. This mineralization as seen above presents a number of high gold grades. First Gold's next drill program will begin in May and will entail a minimum of 5,000 meters which will lead to the preparation of a new NI 43-101 compliant resource. It will consist of more fill-in drilling in the area where the known resource is located, 7 deeper holes for a total of 2,650 meters to test the continuity of the zone identified below 200 meters, and additional drilling laterally to test for more mineralization going both in the East and West directions. While this program is in progress, First Gold and its partner will also commission the preparation of scoping study to determine the optimal location to drive a ramp underground on the project.
EurOmax Resources Ltd (TSX-V: EOX) announced that phase I of the 2008 exploration program at the Trun gold property in western Bulgaria has commenced. Initial drilling of the large Big Hill West geophysical target encountered a 161 meter quartz-sulphide vein stockwork to the bottom of the hole with disseminated molybdenum. The planned program will include 4,000 meters of reverse circulation and 1000 meters of diamond drilling plus 25 line kilometers of geophysics.
NEW DRILL RESULTS
Kinbauri Gold Corp. (TSX-V: KNB)
El Valle project, Spain
Drilhole ID Number Intersection
Gold Grade
Comments
08KV1061
3.15 meters 11.55 g/t
including 64 g/t Ag and 2.76% Cu
including
1.50 metedrs 19.50 g/t including 109 g/t Ag and 5.11% Cu
08KV1066 25.95 meters 1.72 g/t including 8 g/t Ag and 0.50% Cu
08KV1069 24.70 meters 2.00 g/t including 13 g/t Ag and 0.62% Cu
08KV1070 19.25 meters 2.54 g/t including 12 g/t Ag and 0.72% Cu
Goldbelt Resources Ltd. (TSX: GLD)
Kari Nord license, Burkina Faso
Drilhole ID Number
Intersection
Gold Grade
Comments
KNRC035 29 meters 4.15 g/t n/a
and
38 meters
2.40 g/t
n/a
KNRC042 10 meters
6.06 g/t
n/a
KNRC053 19 meters
2.34 g/t
n/a
Alexis Minerals Corp. (TSX: AMC)
Lac Herbin project, Canada
Drilhole ID Number
Intersection
Gold Grade
Comments
LH04-008
8.15 meters
9.09 g/t
n/a
LH04-229 1.8 meters
26.45 g/t
n/a
LH04-232 2.9 meters
24.30 g/t
n/a
AMAR-75 3 meters 23.20 g/t
n/a
AMAR-81 4.2 meters
17.43 g/t
n/a
New Pacific Metals Corp. (TSX-V: NUX)
HNK project, China
Drilhole ID Number
Intersection
Gold Grade
Comments
ZK0003 1.94 meters 46.06 g/t
n/a
ZK3001 32.13 meters 14.39 g/t n/a
including 8.13 meters 55.05 g/t n/a
including
4.43 meters
99.91 g/t
n/a
including
2.68 meters
161.95 g/t
n/a "
jeden Fall mal die WSite an.
Im Normalfall arbeite ich die Unterintervalle("including")
nicht heraus, in einigen wenigen Fällen aber doch.
"NEW DRILL PROGRAMS
Adventure Gold Inc. (TSX-V: AGE) announced the commencement of its first drill program on the 100%-owned Beaufor West property, just east of the Val d'Or mining camp, Quebec. The focus of the first phase of the program is to drill test the south-western and in-depth extensions of the Beaufor Mine, a producing gold mine operated jointly by Richmont Mines (AMEX: RIC, TSX: RIC) and Louvem Mines (TSX-V: LOV). Two new drill holes and the deepening of a previous hole drilled in 1996, will test the Beaufor Mine gold-bearing vein system a few hundred meters away from the underground mining operation. A fourth hole will test a near-surface target in the western part of the property, for a total of 1,500 meters. The second phase of the drill program, totaling 1,500 meters, is scheduled for the company's 100%-owned Beaufor North and Lapaska properties, both located east of Val d'Or, upon completion of Phase 1 of the drill program. The Beaufor, Perron and Pascalis mines, are known collectively as the "Beaufor Mine". The total production for the Beaufor Mine is more than 900,000 ounces of gold grading between 7.0 g/t gold to 8.5 g/t gold.
Upper Canyon Minerals Corp. (TSX-V: UCM) recently announced that a 3,500 meter definition drilling program has commenced on its 100% owned Brosnor property located in Louvicourt township, approximately 30 kilometers east of the mining town of Val d'Or, Quebec. The primary xobjective of the program is the definition drilling of the Adelemont ore zone and the testing of its south-west down depth extension. On the Bermont zone, 3 short holes, totaling approximately 1,000 meters will test mineralization accessible in winter time due to the swampy environment. A resource calculation in 1982 reported the first historical resource calculation, estimating 277,503 tons grading 4.08 g/t gold on the Adelemont deposit to a vertical depth of 200 meters and 34,352 tons grading 4.25 g/t gold on the Norcourt zone.
Ontex Resources Ltd (TSX: ONT) announced the imminent start of its 8,000 meter, diamond drill program located on its 100% owned Brookbank gold deposit in the Beardmore-Geraldton area of northern Ontario. The diamond drill program will concentrate on infilling portions of the Brookbank gold deposit and upgrading mineralization currently in a lower resource category to the indicated and measured categories. Secondly, the program will also focus on increasing the mineral resources between the Broookbank and Cherbourg gold deposits.
First Gold Exploration Inc. (TSX-V: EFG) announced that it will start another diamond drill program on the Croinor mining lease under option from X-Ore Resources Inc. (TSX-V: XOR). The Croinor deposit located 75 kilometers by road from Val-d'Or is known to contain an estimated 1,429,075 metric tons of 6.31 g/t gold or 289,000 ounces of gold for combined measured and indicated mineral resources at a cut-off grade of 2.00 g/t in the first 200 meters from surface. In 2007, First Gold completed an additional 8,409 meters of diamond drilling on the project which was successful in extending and better defining the known gold resource. Previously reported infill holes CR-07-332A (15.25 g/t gold over 4 meters) and CR-07-334 (5.19 g/t gold over 10.9 meters) indicate that the quality of the resource has been improved and that the deeper holes CR-07-332A (27.03 g/t gold over 2 meters) and CR-07-334 (4.05 g/t gold over 6 meters) indicate that a mineralized zone not included in the measured mineral resource does exist below 200 meters from surface. This new zone has now been identified over a length of 400 meters. This mineralization as seen above presents a number of high gold grades. First Gold's next drill program will begin in May and will entail a minimum of 5,000 meters which will lead to the preparation of a new NI 43-101 compliant resource. It will consist of more fill-in drilling in the area where the known resource is located, 7 deeper holes for a total of 2,650 meters to test the continuity of the zone identified below 200 meters, and additional drilling laterally to test for more mineralization going both in the East and West directions. While this program is in progress, First Gold and its partner will also commission the preparation of scoping study to determine the optimal location to drive a ramp underground on the project.
EurOmax Resources Ltd (TSX-V: EOX) announced that phase I of the 2008 exploration program at the Trun gold property in western Bulgaria has commenced. Initial drilling of the large Big Hill West geophysical target encountered a 161 meter quartz-sulphide vein stockwork to the bottom of the hole with disseminated molybdenum. The planned program will include 4,000 meters of reverse circulation and 1000 meters of diamond drilling plus 25 line kilometers of geophysics.
NEW DRILL RESULTS
Kinbauri Gold Corp. (TSX-V: KNB)
El Valle project, Spain
Drilhole ID Number Intersection
Gold Grade
Comments
08KV1061
3.15 meters 11.55 g/t
including 64 g/t Ag and 2.76% Cu
including
1.50 metedrs 19.50 g/t including 109 g/t Ag and 5.11% Cu
08KV1066 25.95 meters 1.72 g/t including 8 g/t Ag and 0.50% Cu
08KV1069 24.70 meters 2.00 g/t including 13 g/t Ag and 0.62% Cu
08KV1070 19.25 meters 2.54 g/t including 12 g/t Ag and 0.72% Cu
Goldbelt Resources Ltd. (TSX: GLD)
Kari Nord license, Burkina Faso
Drilhole ID Number
Intersection
Gold Grade
Comments
KNRC035 29 meters 4.15 g/t n/a
and
38 meters
2.40 g/t
n/a
KNRC042 10 meters
6.06 g/t
n/a
KNRC053 19 meters
2.34 g/t
n/a
Alexis Minerals Corp. (TSX: AMC)
Lac Herbin project, Canada
Drilhole ID Number
Intersection
Gold Grade
Comments
LH04-008
8.15 meters
9.09 g/t
n/a
LH04-229 1.8 meters
26.45 g/t
n/a
LH04-232 2.9 meters
24.30 g/t
n/a
AMAR-75 3 meters 23.20 g/t
n/a
AMAR-81 4.2 meters
17.43 g/t
n/a
New Pacific Metals Corp. (TSX-V: NUX)
HNK project, China
Drilhole ID Number
Intersection
Gold Grade
Comments
ZK0003 1.94 meters 46.06 g/t
n/a
ZK3001 32.13 meters 14.39 g/t n/a
including 8.13 meters 55.05 g/t n/a
including
4.43 meters
99.91 g/t
n/a
including
2.68 meters
161.95 g/t
n/a "
letztere Ergebnisse wurden übrigens mit einem schönen
saftigen Intraday-Sprung von 35-40% belohnt,
ist -im Nachhinein- zwar nicht wirklich relevant
-sah aber einfach so schön aus.
saftigen Intraday-Sprung von 35-40% belohnt,
ist -im Nachhinein- zwar nicht wirklich relevant
-sah aber einfach so schön aus.
Diese Boardmail hatte ich vor ein paar Tagen
in meinem Posteingang, kann -und will mich aber dafür
nicht verbergen, das wäre nochmal vollständig selber
auf die Richtigkeit hin zu überprüfen -was ja aber kein
allzu großes Problem sein dürfte.(27.03)
"Neue Bohrergebnisse vom Roche Bay-Eisenerzprojekt von Advanced Exploration (CAD-Kürzel AXI, WKN A0D8ZT).
Unter anderem 176 Meter mit 31% Eisenerz (Fe), 103,7 Meter mit 30,6% oder 214 Meter mit 29,3% Fe!
Weder Gehalte noch Strecken überraschen uns, da Advanced Exploration auf diesem Gebiet nur eine bereits historisch bekannte, 1,2 Milliarden Tonnen Eisenerz-Ressource neu definiert.
Was uns allerdings überrascht, ist der Kurs von Advanced Exploration!
Dass die Aktie bei 1,30 Euro oder knapp über 2 CAD notiert, muss als „schlechter Witz“ bezeichnet werden.
Eine Börsenbewertung von 80 Millionen CAD für 1,2 Milliarden Tonnen Eisenerz (noch nicht Ni43-101-konform; was wohl der Grund für die Zurückhaltung vieler Investoren derzeit ist) mit einem Marktpreis von 90 Milliarden USD – 50% davon sind Advanced zuzurechnen, ist nur noch lachhaft!
Allerdings sind die 1,2 Mrd. Tonnen historische Ressource nur aus einem Abschnitt der riesigen Eisenerzliegenschaft. Insgesamt dürften weit mehr als 2 Milliarden Tonnen dort liegen!
Da Advanced Exploration bei einem möglichen Produktionsbeginn 50% des Projektes halten wird, kommt man auf folgende Bewertungsrechnung:
600 Mio. Tonnen Fe = 45,6 Mrd. USD Marktwert / Börsenwert von Advanced aktuell 80 Mio. CAD
= 1 Tonne wird derzeit also mit 0,13 USD bewertet! Das ist nichts! Eine Nullbewertung!
Wir fragen uns ernstahft:
Handelt es sich hier um eine „Subprime-Gesellschaft“ deren Vermögenswerte sich bald in Luft auflösen oder um eines der größten Eisenerzprojekte der Welt???
Würde man eine Tonne mit 1 USD bewerten (bei akt. Preis von 76 USD!), dann wäre ein Börsenwert von 600 Mio. CAD die Folge.
Dies wäre ein Aktienkurs von 15 CAD oder 9,60 Euro!
So eine eklatante Unterbewertung schmerzt schon fast in der Magengegend!
Noch mehr schmerzt es, wenn so eine offensichtliche Unterbewertung mit der Chance auf eine Kursvervielfachung einfach vom Markt ignoriert wird.
Hinzu kommt die Zusammenarbeit mit der Melvile Capital Group, hinter der die Ureinwohner Nunavuts stecken.
Die Melville Capital Group hat 12 Millionen CAD durch den Kauf von 3 Millionen Aktien zu 4 CAD - also gut 80 % über dem aktuellen Börsenkurs - in Advanced Exploration investiert.
Zusätzlich gibt man einen Kredit in Höhe von 53 Millionen CAD, der als Wandelschuldverschreibung ausgestattet ist. Und auch diese Konditionen sind ein Traum!
Denn diese kann durch den Bezug von Aktien zum Preis von 5,25 CAD je Aktie innerhalb von 5 Jahren jederzeit in Aktien gewandelt werden. Damit hat man schon einmal 2 Kurse, die wohl dem derzeitigen Wert von Advanced Exploration am ehesten entsprechen.
Wie uns CEO John Gingerich in Toronto erklärte, sei dies erst der Beginn einer Zusammenarbeit zwischen Melville (MCC) und Advanced Exploration. MCC,
hinter der eine Gruppe von Ureinwohnern Nunavuts steht, genießt vor allem in den arktischen Regionen Kanadas (Nunavut) über enormen politischen Einfluss und ist bis in
höchste Regierungskreise in Kanada vernetzt. Dies dürfte sowohl die Genehmigung einer Mine, als auch den Bau von Infrastruktur extrem erleichtern und im besten Fall sogar sehr günstig machen.
Denn: Kanada wollte in der Gegend ohnehin einen Tiefseehafen bauen. Warum nicht zwei Fliegen mit einer Klappe schlagen?
Wenn man dann noch weiß, dass MCC auch beste Kontakte nach China hat, dann wird auch klar, warum man 4 CAD für die Aktien auf den Tisch legte.
Sprich: Wer glaubte MCC habe zu viel bezahlt, dem wird nun klar, dass dies eventuell sogar ein Schnäppchen war! Denn MCC besorgt sich damit Infrastruktur für Nunavut, Arbeitskräfte für die Region und damit wachsenden Wohlstand für die dortigen Natives! Bei den größten Risiken (Infrastrukturinvestments) sitzt man mit Advanced in einem Boot und kann seinen Einfluss auf Ottawas Regierung voll ausspielen. Viele Risiken und Probleme wären damit quasi gelöst.
Nutzen Sie hier jede Schwäche und die offensichtliche Ineffizienz des Marktes zum Kauf!
Derzeit achtet jeder auf die Finanzwerte, die ohnehin von der Substanz her bald wertlos sein werden! Niemand achtet auf den Substanzwert bei Gesellschaften wie Advanced! Dies wird nicht ewig so gehen!
Denn hier handelt es sich nicht um „Subprime-Eisenerz“, sonder um REALE WERTE, die sich nicht in LUFT auflösen!
Fazit: Gegen die Schmerzen hilft nur eins: „Kaufen bis der Arzt kommt“!
Mit freundlichen Grüßen
Das Team von www.rohstoffraketen.de"
Das die "Rechenspielchen" annähernd sicher immer gerade
genau nicht dermassen einfach sind, ist wohl bekannt,
die Realität ist ja dann oftmals noch die ganz andere Seite.
in meinem Posteingang, kann -und will mich aber dafür
nicht verbergen, das wäre nochmal vollständig selber
auf die Richtigkeit hin zu überprüfen -was ja aber kein
allzu großes Problem sein dürfte.(27.03)
"Neue Bohrergebnisse vom Roche Bay-Eisenerzprojekt von Advanced Exploration (CAD-Kürzel AXI, WKN A0D8ZT).
Unter anderem 176 Meter mit 31% Eisenerz (Fe), 103,7 Meter mit 30,6% oder 214 Meter mit 29,3% Fe!
Weder Gehalte noch Strecken überraschen uns, da Advanced Exploration auf diesem Gebiet nur eine bereits historisch bekannte, 1,2 Milliarden Tonnen Eisenerz-Ressource neu definiert.
Was uns allerdings überrascht, ist der Kurs von Advanced Exploration!
Dass die Aktie bei 1,30 Euro oder knapp über 2 CAD notiert, muss als „schlechter Witz“ bezeichnet werden.
Eine Börsenbewertung von 80 Millionen CAD für 1,2 Milliarden Tonnen Eisenerz (noch nicht Ni43-101-konform; was wohl der Grund für die Zurückhaltung vieler Investoren derzeit ist) mit einem Marktpreis von 90 Milliarden USD – 50% davon sind Advanced zuzurechnen, ist nur noch lachhaft!
Allerdings sind die 1,2 Mrd. Tonnen historische Ressource nur aus einem Abschnitt der riesigen Eisenerzliegenschaft. Insgesamt dürften weit mehr als 2 Milliarden Tonnen dort liegen!
Da Advanced Exploration bei einem möglichen Produktionsbeginn 50% des Projektes halten wird, kommt man auf folgende Bewertungsrechnung:
600 Mio. Tonnen Fe = 45,6 Mrd. USD Marktwert / Börsenwert von Advanced aktuell 80 Mio. CAD
= 1 Tonne wird derzeit also mit 0,13 USD bewertet! Das ist nichts! Eine Nullbewertung!
Wir fragen uns ernstahft:
Handelt es sich hier um eine „Subprime-Gesellschaft“ deren Vermögenswerte sich bald in Luft auflösen oder um eines der größten Eisenerzprojekte der Welt???
Würde man eine Tonne mit 1 USD bewerten (bei akt. Preis von 76 USD!), dann wäre ein Börsenwert von 600 Mio. CAD die Folge.
Dies wäre ein Aktienkurs von 15 CAD oder 9,60 Euro!
So eine eklatante Unterbewertung schmerzt schon fast in der Magengegend!
Noch mehr schmerzt es, wenn so eine offensichtliche Unterbewertung mit der Chance auf eine Kursvervielfachung einfach vom Markt ignoriert wird.
Hinzu kommt die Zusammenarbeit mit der Melvile Capital Group, hinter der die Ureinwohner Nunavuts stecken.
Die Melville Capital Group hat 12 Millionen CAD durch den Kauf von 3 Millionen Aktien zu 4 CAD - also gut 80 % über dem aktuellen Börsenkurs - in Advanced Exploration investiert.
Zusätzlich gibt man einen Kredit in Höhe von 53 Millionen CAD, der als Wandelschuldverschreibung ausgestattet ist. Und auch diese Konditionen sind ein Traum!
Denn diese kann durch den Bezug von Aktien zum Preis von 5,25 CAD je Aktie innerhalb von 5 Jahren jederzeit in Aktien gewandelt werden. Damit hat man schon einmal 2 Kurse, die wohl dem derzeitigen Wert von Advanced Exploration am ehesten entsprechen.
Wie uns CEO John Gingerich in Toronto erklärte, sei dies erst der Beginn einer Zusammenarbeit zwischen Melville (MCC) und Advanced Exploration. MCC,
hinter der eine Gruppe von Ureinwohnern Nunavuts steht, genießt vor allem in den arktischen Regionen Kanadas (Nunavut) über enormen politischen Einfluss und ist bis in
höchste Regierungskreise in Kanada vernetzt. Dies dürfte sowohl die Genehmigung einer Mine, als auch den Bau von Infrastruktur extrem erleichtern und im besten Fall sogar sehr günstig machen.
Denn: Kanada wollte in der Gegend ohnehin einen Tiefseehafen bauen. Warum nicht zwei Fliegen mit einer Klappe schlagen?
Wenn man dann noch weiß, dass MCC auch beste Kontakte nach China hat, dann wird auch klar, warum man 4 CAD für die Aktien auf den Tisch legte.
Sprich: Wer glaubte MCC habe zu viel bezahlt, dem wird nun klar, dass dies eventuell sogar ein Schnäppchen war! Denn MCC besorgt sich damit Infrastruktur für Nunavut, Arbeitskräfte für die Region und damit wachsenden Wohlstand für die dortigen Natives! Bei den größten Risiken (Infrastrukturinvestments) sitzt man mit Advanced in einem Boot und kann seinen Einfluss auf Ottawas Regierung voll ausspielen. Viele Risiken und Probleme wären damit quasi gelöst.
Nutzen Sie hier jede Schwäche und die offensichtliche Ineffizienz des Marktes zum Kauf!
Derzeit achtet jeder auf die Finanzwerte, die ohnehin von der Substanz her bald wertlos sein werden! Niemand achtet auf den Substanzwert bei Gesellschaften wie Advanced! Dies wird nicht ewig so gehen!
Denn hier handelt es sich nicht um „Subprime-Eisenerz“, sonder um REALE WERTE, die sich nicht in LUFT auflösen!
Fazit: Gegen die Schmerzen hilft nur eins: „Kaufen bis der Arzt kommt“!
Mit freundlichen Grüßen
Das Team von www.rohstoffraketen.de"
Das die "Rechenspielchen" annähernd sicher immer gerade
genau nicht dermassen einfach sind, ist wohl bekannt,
die Realität ist ja dann oftmals noch die ganz andere Seite.
???
Nicht unbedingt, derzeit, m. Meinung,
aber trotzdem mal...
""Old Money"-Investition
"Den ganzen Tag warten Sie auf den richtigen Wurf (beim Baseball); dann, wenn die Feldspieler unaufmerksam sind, schlagen Sie zu."
Investor-Legende Warren Buffett, in Forbes, 1974.
Ende 1974 hatten die meisten Aktien innerhalb von zwei Jahren die Hälftes an Wert verloren.
Nach solch einer schrecklichen Zeit wollte niemand mehr etwas mit Aktien zu tun haben. Niemand... außer Warren Buffett.
Sein Timing war perfekt. Als Money-Manager sagte Buffett seinen Kapitalanlegern gegen Ende der 1960er Jahre, dass "es nichts mehr zu kaufen gibt". Er gab seinen Investoren ihr Geld zurück.
Aber Ende 1974 sah Buffett unglaubliche Möglichkeiten und kam ins Geschäft zurück. Bewaffnet mit viel Bargeld veranstaltete er ein Kauf-"Gelage". Seine Käufe umfassten Dean Witter, National Presto Industries, Detroit International Bridge, Sperry & Hutchison, U.S. Truck Lines, J. Walter Thompson, Ford Motor, und Grand Union.
Wie Maggie Mahar in ihrem Buch "Bull!" erklärt, benahm sich Buffett wie "old money". Er trat in den schwindligen Zeiten Ende der 1960er Jahre zur Seite, und kam groß ins Geschäft zurück, als der Markt 1974 am Boden war...
"Während die meisten Kapitalanleger durch den Wunsch motiviert werden, Geld zu machen, ist Buffett als allererstes darauf fokussiert, kein Geld zu verlieren," berichtet Mahar.
"Die sehr reichen Leute sorgen sich nicht sich so viel über das Verdienen von Geld," sagt Mahar. "Ihre größte Angst ist, es zu verlieren. Das erklärt, egal ob an der Aktienbörse, einem "heißen" Immobilien-Markt, oder an einer Versteigerung, folgendes: Wenn das Bieten eskaliert, tritt das "old money" zur Seite und lässt dem "Neuen Geld" den Sieg.
Meine Redaktion und ich bemühen uns, wie "Old Money" zu investieren... zur Seite zu treten, wenn andere Kapitalanleger ins Stolpern geraten. Und wenn die Kapitalanleger dann ein Investitionsthema aufgeben, überlegen wir uns einzusteigen und große Käufe zu tätigen.
Das ist nicht immer einfach.
Wir wollen kaufen, wenn Investitionen im breiten Publikum unpopulär, vielleicht sogar verhasst sind. Zum Beispiel schrieb BusinessWeek 1981, "selbst wenn das Wirtschaftsklima wieder zurecht gebogen werden könnte, um in Aktien zu investieren, bedürfe es einer massiven Werbe-Kampagne, um die Anleger zurück in den Markt zu bringen."
So ist das, wenn ein Boden erreicht ist. (Und im Nachhinein, war damals der Boden des Marktes erreicht). Wir denken, die richtige Handlungsweise ist momentan, nicht allzu sehr "in traditionellen" Anlagen investiert zu sein. Natürlich brennt uns das heisse Bargeld ein Loch in unsere Taschen, irgendwo soll es ja schließlich investiert werden.
Jedoch könnte es jetzt am vernünftigsten sein, genau so zu handeln wie Buffett Anfang der 70er Jahre... Schützen Sie in erster Linie das, was Sie besitzen und verringern Sie z.B. Ihre Schulden oder ähnliches.
Auf diese Weise sind Sie - wie Buffett 1974 - zur rechten Zeit mit genügend Bargeld ausgestattet.
Good investing
Steve"
Nicht unbedingt, derzeit, m. Meinung,
aber trotzdem mal...
""Old Money"-Investition
"Den ganzen Tag warten Sie auf den richtigen Wurf (beim Baseball); dann, wenn die Feldspieler unaufmerksam sind, schlagen Sie zu."
Investor-Legende Warren Buffett, in Forbes, 1974.
Ende 1974 hatten die meisten Aktien innerhalb von zwei Jahren die Hälftes an Wert verloren.
Nach solch einer schrecklichen Zeit wollte niemand mehr etwas mit Aktien zu tun haben. Niemand... außer Warren Buffett.
Sein Timing war perfekt. Als Money-Manager sagte Buffett seinen Kapitalanlegern gegen Ende der 1960er Jahre, dass "es nichts mehr zu kaufen gibt". Er gab seinen Investoren ihr Geld zurück.
Aber Ende 1974 sah Buffett unglaubliche Möglichkeiten und kam ins Geschäft zurück. Bewaffnet mit viel Bargeld veranstaltete er ein Kauf-"Gelage". Seine Käufe umfassten Dean Witter, National Presto Industries, Detroit International Bridge, Sperry & Hutchison, U.S. Truck Lines, J. Walter Thompson, Ford Motor, und Grand Union.
Wie Maggie Mahar in ihrem Buch "Bull!" erklärt, benahm sich Buffett wie "old money". Er trat in den schwindligen Zeiten Ende der 1960er Jahre zur Seite, und kam groß ins Geschäft zurück, als der Markt 1974 am Boden war...
"Während die meisten Kapitalanleger durch den Wunsch motiviert werden, Geld zu machen, ist Buffett als allererstes darauf fokussiert, kein Geld zu verlieren," berichtet Mahar.
"Die sehr reichen Leute sorgen sich nicht sich so viel über das Verdienen von Geld," sagt Mahar. "Ihre größte Angst ist, es zu verlieren. Das erklärt, egal ob an der Aktienbörse, einem "heißen" Immobilien-Markt, oder an einer Versteigerung, folgendes: Wenn das Bieten eskaliert, tritt das "old money" zur Seite und lässt dem "Neuen Geld" den Sieg.
Meine Redaktion und ich bemühen uns, wie "Old Money" zu investieren... zur Seite zu treten, wenn andere Kapitalanleger ins Stolpern geraten. Und wenn die Kapitalanleger dann ein Investitionsthema aufgeben, überlegen wir uns einzusteigen und große Käufe zu tätigen.
Das ist nicht immer einfach.
Wir wollen kaufen, wenn Investitionen im breiten Publikum unpopulär, vielleicht sogar verhasst sind. Zum Beispiel schrieb BusinessWeek 1981, "selbst wenn das Wirtschaftsklima wieder zurecht gebogen werden könnte, um in Aktien zu investieren, bedürfe es einer massiven Werbe-Kampagne, um die Anleger zurück in den Markt zu bringen."
So ist das, wenn ein Boden erreicht ist. (Und im Nachhinein, war damals der Boden des Marktes erreicht). Wir denken, die richtige Handlungsweise ist momentan, nicht allzu sehr "in traditionellen" Anlagen investiert zu sein. Natürlich brennt uns das heisse Bargeld ein Loch in unsere Taschen, irgendwo soll es ja schließlich investiert werden.
Jedoch könnte es jetzt am vernünftigsten sein, genau so zu handeln wie Buffett Anfang der 70er Jahre... Schützen Sie in erster Linie das, was Sie besitzen und verringern Sie z.B. Ihre Schulden oder ähnliches.
Auf diese Weise sind Sie - wie Buffett 1974 - zur rechten Zeit mit genügend Bargeld ausgestattet.
Good investing
Steve"
'Golden Arrow Resources' scheint mir, wie auch im Thread
kurz beschrieben, immer immer interessanter.
Für wen auch Early-Stage Unternehmen in Frage kommen,
der sollte die sich glaube ich unbedingt genauer anschauen!!
Der richtig interessante Mix der grundlegenden Rahmenbedingungen
scheint mir absolut supergenial, ich würde meinen, für den Bereich
kann man sich fast nichts besseres wünschen/dürfte es auch schwer werden viel besseres vergleichbares zu finden.
Wenn ich noch was rausschmeissen sollte werd ich die
für's Depot doch nochmal konkret in Erwägung ziehen.
Die langfristige Entwicklung dürfte m. Auffassung nach
spekulativ gute Chancen haben phantastisch zu werden.
www.goldenarrowresources.com
letzte Presentation -01.04.08
www.goldenarrowresources.com/_resources/presentation.pdf
kurz beschrieben, immer immer interessanter.
Für wen auch Early-Stage Unternehmen in Frage kommen,
der sollte die sich glaube ich unbedingt genauer anschauen!!
Der richtig interessante Mix der grundlegenden Rahmenbedingungen
scheint mir absolut supergenial, ich würde meinen, für den Bereich
kann man sich fast nichts besseres wünschen/dürfte es auch schwer werden viel besseres vergleichbares zu finden.
Wenn ich noch was rausschmeissen sollte werd ich die
für's Depot doch nochmal konkret in Erwägung ziehen.
Die langfristige Entwicklung dürfte m. Auffassung nach
spekulativ gute Chancen haben phantastisch zu werden.
www.goldenarrowresources.com
letzte Presentation -01.04.08
www.goldenarrowresources.com/_resources/presentation.pdf
hatte mich zu Anfang mal bei ohne ohne Ende kostenlosen
Lettern u.ä. eingetragen, m.d. Zeit habe ich aber so
gut wie alles wieder rausgehauen, bis auf einige Ausnahmen,
das dürfte m.M. nach ziemlich gute Chancen haben,
sich zu bestätigen...
"Eine spannende Entwicklung im Goldminen-Sektor
von Daniel Wilhelmi
Heute möchte ich Sie über eine hoch interessante Gold-Studie zu informieren, die ich vor kurzem aus den USA erhalten habe. Die Leser des Emerging Markets Radar wissen bereits Bescheid, denn hier habe ich die Studie schon vorgestellt. Die Basis der Studie bildet der bekannte Fakt, dass die großen Gold-Produzenten in Wirklichkeit im Frühstadium der Hausse gar nicht so brillant und weitsichtig waren, wie es in der allgemeinen Presse oft beschrieben wurde.
Tatsächlich ist es, zumindest in Finanzkreisen, bekannt, dass die Gold-Produzenten den Bullenmarkt im Gold erst wirklich erkannten, als Gold zwischen 350-400 US$/Unze notierte. Die gesamte 1. Phase des Gold-Booms (von dem Tief bei 277 US$/Unze am 4. Januar 2002 bis in die Preisregionen von 350-400 US$) verschliefen die großen Minenkonzerne fast vollständig.
Erst dann wurde den Managements klar, dass wir bei Gold in einen Bullenmarkt übergangen waren. So hat z.B. Barrick Gold, der größte Goldproduzent der Welt, seine Vorwärtsverkäufe erst bei Goldpreisen über 350 US$/Unze komplett aufgelöst (das war im Februar 2003 – also 1 Jahr nach dem Start der Rallye).
Und dann kam es, wie es im Minen-Business immer kommt: Es begann die große Phase hektischer Expansion, um die Goldressourcen zu schnell wie möglich zu erhöhen. Das führte natürlich zu steigenden Kosten und Abschreibungen und belastete die Gewinnentwicklung der Großen Goldproduzenten.
Warum Goldminen derzeit (noch) so „out“ sind
Neben der allgemeinen Börsen-Unsicherheit ist dies der branchen-spezifische Grund, warum die Goldminen-Aktien derzeit immer noch so „out“ sind. Der Goldpreis stieg immer weiter, aber die Gewinnentwicklung der Gold-Unternehmen kam nicht in den Steigerungsraten nach, wie der Markt es sehen wollte.
So gerieten Goldminen in Vergessenheit und die Investoren kauften stattdessen lieber physisches Gold. Das macht auch Sinn: So hat man kein Unternehmens-Risiko und verdient sogar noch mehr, denn Gold hat die Goldminen klar outperformt. Aber wichtig ist für mich nicht, was war, sondern was kommen wird. Und der nächste Trend im Gold-Sektor wird lauten: Goldminen-Werte.
Besonders aussichtsreich werden dabei Junior-Produzenten mit großen Explorations-Portfolios und Explorer im fortgeschrittenen Stadium sein. Anfangen wird es aber mit den großen Goldminen-Werten. Warum? Nun, die Phase der hohen Investitionen und Abschreibungen, die voll auf die Gewinnentwicklung durchschlugen, läuft nun aus. Gepaart mit einem Goldpreis bei 970 US$ klingelt es nun gewaltig in der Kasse.
Bedenken Sie: Wenn ein Unternehmen seine Produktionskosten erst mal gedeckt hat, dann geht jeder 1 US$, den der Goldpreis steigt, zu 100% direkt vom Umsatz in den Gewinn. Das bedeutet: Wir werden nun eine Phase erleben, in der die Gewinne der Goldminen-Werte massiv ansteigen werden.
So hat Goldcorp jüngst seine Zahlen für das 4. Quartal bekannt gegeben und den Gewinn gegenüber dem Vorjahresquartal vervierfacht. Viervierfacht“! Die Masse spricht derzeit nur von physischem Gold. Aber es wird nicht mehr lange dauern, bis sie auf die Gewinndynamik der Minenwerte aufmerksam werden. Und dann könnte der Edelmetall-Minensektor in der Tat eine Branche werden, die einen eigenen, autarken Bullenmarkt ausbildet. Warum die Junior-Produzenten und fortgeschrittene Explorer dann besonders profitieren werden, erfahren Sie am Donnerstag.
Have a successful day,
Ihr
Daniel Wilhelmi"
Lettern u.ä. eingetragen, m.d. Zeit habe ich aber so
gut wie alles wieder rausgehauen, bis auf einige Ausnahmen,
das dürfte m.M. nach ziemlich gute Chancen haben,
sich zu bestätigen...
"Eine spannende Entwicklung im Goldminen-Sektor
von Daniel Wilhelmi
Heute möchte ich Sie über eine hoch interessante Gold-Studie zu informieren, die ich vor kurzem aus den USA erhalten habe. Die Leser des Emerging Markets Radar wissen bereits Bescheid, denn hier habe ich die Studie schon vorgestellt. Die Basis der Studie bildet der bekannte Fakt, dass die großen Gold-Produzenten in Wirklichkeit im Frühstadium der Hausse gar nicht so brillant und weitsichtig waren, wie es in der allgemeinen Presse oft beschrieben wurde.
Tatsächlich ist es, zumindest in Finanzkreisen, bekannt, dass die Gold-Produzenten den Bullenmarkt im Gold erst wirklich erkannten, als Gold zwischen 350-400 US$/Unze notierte. Die gesamte 1. Phase des Gold-Booms (von dem Tief bei 277 US$/Unze am 4. Januar 2002 bis in die Preisregionen von 350-400 US$) verschliefen die großen Minenkonzerne fast vollständig.
Erst dann wurde den Managements klar, dass wir bei Gold in einen Bullenmarkt übergangen waren. So hat z.B. Barrick Gold, der größte Goldproduzent der Welt, seine Vorwärtsverkäufe erst bei Goldpreisen über 350 US$/Unze komplett aufgelöst (das war im Februar 2003 – also 1 Jahr nach dem Start der Rallye).
Und dann kam es, wie es im Minen-Business immer kommt: Es begann die große Phase hektischer Expansion, um die Goldressourcen zu schnell wie möglich zu erhöhen. Das führte natürlich zu steigenden Kosten und Abschreibungen und belastete die Gewinnentwicklung der Großen Goldproduzenten.
Warum Goldminen derzeit (noch) so „out“ sind
Neben der allgemeinen Börsen-Unsicherheit ist dies der branchen-spezifische Grund, warum die Goldminen-Aktien derzeit immer noch so „out“ sind. Der Goldpreis stieg immer weiter, aber die Gewinnentwicklung der Gold-Unternehmen kam nicht in den Steigerungsraten nach, wie der Markt es sehen wollte.
So gerieten Goldminen in Vergessenheit und die Investoren kauften stattdessen lieber physisches Gold. Das macht auch Sinn: So hat man kein Unternehmens-Risiko und verdient sogar noch mehr, denn Gold hat die Goldminen klar outperformt. Aber wichtig ist für mich nicht, was war, sondern was kommen wird. Und der nächste Trend im Gold-Sektor wird lauten: Goldminen-Werte.
Besonders aussichtsreich werden dabei Junior-Produzenten mit großen Explorations-Portfolios und Explorer im fortgeschrittenen Stadium sein. Anfangen wird es aber mit den großen Goldminen-Werten. Warum? Nun, die Phase der hohen Investitionen und Abschreibungen, die voll auf die Gewinnentwicklung durchschlugen, läuft nun aus. Gepaart mit einem Goldpreis bei 970 US$ klingelt es nun gewaltig in der Kasse.
Bedenken Sie: Wenn ein Unternehmen seine Produktionskosten erst mal gedeckt hat, dann geht jeder 1 US$, den der Goldpreis steigt, zu 100% direkt vom Umsatz in den Gewinn. Das bedeutet: Wir werden nun eine Phase erleben, in der die Gewinne der Goldminen-Werte massiv ansteigen werden.
So hat Goldcorp jüngst seine Zahlen für das 4. Quartal bekannt gegeben und den Gewinn gegenüber dem Vorjahresquartal vervierfacht. Viervierfacht“! Die Masse spricht derzeit nur von physischem Gold. Aber es wird nicht mehr lange dauern, bis sie auf die Gewinndynamik der Minenwerte aufmerksam werden. Und dann könnte der Edelmetall-Minensektor in der Tat eine Branche werden, die einen eigenen, autarken Bullenmarkt ausbildet. Warum die Junior-Produzenten und fortgeschrittene Explorer dann besonders profitieren werden, erfahren Sie am Donnerstag.
Have a successful day,
Ihr
Daniel Wilhelmi"
Zu 'Castle Minerals' werde ich mal versuchen zu gucken,
ob man da irgendeine Chance hat,
an die älteren, geologischen, Berichte zu kommen,
auf die sich das vor Urzeiten erstellte Resource-Estimate
vom 'Ghana Geological Survey' bezieht.
Glaube theoretisch durch googlen schon was gefunden zu haben,
eine Art "Ghana Geological Report '85", oder sowas
in der Richtung, da müsste das eigentlich drin sein,
allerdings wäre das nicht billig +das wäre es mir
dann auch nicht wirklich wert.
Mal schaunen, wenn ich was interessantes rausbekommen
sollte -dann kommts hier rein.
Ist wahrsch. schon zu bemerken, aber Sachen wo schon eine
Vielzahl Leute "drin" sind, oder das sehr bekannt ist,
sprechen mich grundsätzlich nicht allzusehr an
(hab's da vielleicht etwas mit Kostolany),
daß soll jetzt nicht speziell toll, gut oder schlecht sein
-ist einfach so.
ob man da irgendeine Chance hat,
an die älteren, geologischen, Berichte zu kommen,
auf die sich das vor Urzeiten erstellte Resource-Estimate
vom 'Ghana Geological Survey' bezieht.
Glaube theoretisch durch googlen schon was gefunden zu haben,
eine Art "Ghana Geological Report '85", oder sowas
in der Richtung, da müsste das eigentlich drin sein,
allerdings wäre das nicht billig +das wäre es mir
dann auch nicht wirklich wert.
Mal schaunen, wenn ich was interessantes rausbekommen
sollte -dann kommts hier rein.
Ist wahrsch. schon zu bemerken, aber Sachen wo schon eine
Vielzahl Leute "drin" sind, oder das sehr bekannt ist,
sprechen mich grundsätzlich nicht allzusehr an
(hab's da vielleicht etwas mit Kostolany),
daß soll jetzt nicht speziell toll, gut oder schlecht sein
-ist einfach so.
Habe gerade nochwas neues gefunden,
wäre theoretisch frisch vom Start weg, ein IPO.
Könnte vermute ich durchaus ziemlich interessant
werden, allerdings wenn nur für Afrika-Interessierte,
werd ich mir auf jeden Fall irgendwann nochmal
genauer angucken.
www.african-aura.com
Presentation
www.african-aura.com/i/pdf/AAR_April2008.pdf
-African-Aura Resources
wäre theoretisch frisch vom Start weg, ein IPO.
Könnte vermute ich durchaus ziemlich interessant
werden, allerdings wenn nur für Afrika-Interessierte,
werd ich mir auf jeden Fall irgendwann nochmal
genauer angucken.
www.african-aura.com
Presentation
www.african-aura.com/i/pdf/AAR_April2008.pdf
-African-Aura Resources
Laut Presentation 80% aller Shares bei African-Aura R.
in festen Händen(Institutionelle&eigenes Management).
in festen Händen(Institutionelle&eigenes Management).
Ganz kurze Auszüge aus einem BB,
aber wirklich nur kurz, um keinen Ärger zu bekommen:
"Wer glaubt für die Kohlehausse zu spät dran zu sein,
sei über eines informiert:
die Produktpreise steigen um rund 150 - 200 % und damit sind Kurssprünge von einem Vielfachen vorprogrammiert.
Dies ist auch keine Ein-Tages-Macke denn viele Gruben schrieben bisher Verlust und diese Morgengabe verleiht Ihnen nie zu hoffen gewagte, neue Entfaltungsmöglichkeiten.
...
Bei Eisenerz sieht es auch gut aus wenn auch nicht so bullish wie für Kohle. Trotzdem werfen die aktuellen Preisabschlüsse für Pellets mit 86 % ein entsprechendes Licht auf diese Hoffnungswerte"
'Eldorado Gold' wohl ein JV mit Vale
abgeschlossen +sollte ab nächstem Jahr zu den Eisenerzeugern
gehören, genaueres müsste man nachgucken
"BHP wants threefold increase in coking coal price
Monday, 7 April 2008
BHP Billiton has signalled it wants contract buyers of its coking coal to pay three times as much as they did last year, which could see contract prices rise from $US98 per tonne to $300/t."
aber wirklich nur kurz, um keinen Ärger zu bekommen:
"Wer glaubt für die Kohlehausse zu spät dran zu sein,
sei über eines informiert:
die Produktpreise steigen um rund 150 - 200 % und damit sind Kurssprünge von einem Vielfachen vorprogrammiert.
Dies ist auch keine Ein-Tages-Macke denn viele Gruben schrieben bisher Verlust und diese Morgengabe verleiht Ihnen nie zu hoffen gewagte, neue Entfaltungsmöglichkeiten.
...
Bei Eisenerz sieht es auch gut aus wenn auch nicht so bullish wie für Kohle. Trotzdem werfen die aktuellen Preisabschlüsse für Pellets mit 86 % ein entsprechendes Licht auf diese Hoffnungswerte"
'Eldorado Gold' wohl ein JV mit Vale
abgeschlossen +sollte ab nächstem Jahr zu den Eisenerzeugern
gehören, genaueres müsste man nachgucken
"BHP wants threefold increase in coking coal price
Monday, 7 April 2008
BHP Billiton has signalled it wants contract buyers of its coking coal to pay three times as much as they did last year, which could see contract prices rise from $US98 per tonne to $300/t."
Das könnte im Early-Stage Bereich im Kohlesektor
vermutlich auch noch richtig interessant werden
-Comdek, etwa letzter Stand:
(hab das aber wirklich nur ein ganz klein bisschen überflogen)
www.comdek.com.au
www.comdek.com.au/images/stories/announcements2008/577087.pd…
vermutlich auch noch richtig interessant werden
-Comdek, etwa letzter Stand:
(hab das aber wirklich nur ein ganz klein bisschen überflogen)
www.comdek.com.au
www.comdek.com.au/images/stories/announcements2008/577087.pd…
"Gindalbie hopes to boost Karara iron production by 50%
Tuesday, 8 April 2008
EMERGING iron producer Gindalbie Metals has launched a six-month feasibility study into a 50% production increase at its flagship Karara magnetite project."
Tuesday, 8 April 2008
EMERGING iron producer Gindalbie Metals has launched a six-month feasibility study into a 50% production increase at its flagship Karara magnetite project."
Ist jetzt thematisch nochmal was komplett anderes,
aber ich habe mir gerade mal die 'Comdek' - Presentation
komplett angeguckt -und das schien mir doch sehr interessant.
(ums mal sehr vereinfacht und provokativ zu sagen:
ich halte es eh für sehr wahrsch., daß sehr(!) langfristig
die stärksten int. Ermerging Markets die größten Teile
Europas m.d. Zeit einfach "rechts und links überholen"
+"abmelden" werden
-ist aber nur eine pers. Meinung, darum geht es mir gar nicht)...
"South African power crisis
+Africa energy needs to treble by 2030!
+Electricity demand is outstripping electricity supply
+SA needs to double its generating capacity by 2025 to support current GDP growth rates of 6%
+Approximately 8 new power stations required over next 20years
+Commitments to approximately 10 stations to be taken
over this time
+All current power stations planning was based on 75% utilisation. Most are now running at 90+%. Eskom is consuming more coal than planned and needs substantial new coal sources
+Current coal inventory less than 14 days supply (February 2008)
+Eskom to purchase up to 53mt thermal coal for inventory
+SA coal producers currently at capacity
+The first new base load station in a decade, Medupi,
will come on line in 2012"
aber ich habe mir gerade mal die 'Comdek' - Presentation
komplett angeguckt -und das schien mir doch sehr interessant.
(ums mal sehr vereinfacht und provokativ zu sagen:
ich halte es eh für sehr wahrsch., daß sehr(!) langfristig
die stärksten int. Ermerging Markets die größten Teile
Europas m.d. Zeit einfach "rechts und links überholen"
+"abmelden" werden
-ist aber nur eine pers. Meinung, darum geht es mir gar nicht)...
"South African power crisis
+Africa energy needs to treble by 2030!
+Electricity demand is outstripping electricity supply
+SA needs to double its generating capacity by 2025 to support current GDP growth rates of 6%
+Approximately 8 new power stations required over next 20years
+Commitments to approximately 10 stations to be taken
over this time
+All current power stations planning was based on 75% utilisation. Most are now running at 90+%. Eskom is consuming more coal than planned and needs substantial new coal sources
+Current coal inventory less than 14 days supply (February 2008)
+Eskom to purchase up to 53mt thermal coal for inventory
+SA coal producers currently at capacity
+The first new base load station in a decade, Medupi,
will come on line in 2012"
klein bisschen ausführlicher nochmal...
"GINDALBIE METALS LTD
Australia
Chinese-backed iron ore hopeful Gindalbie Metals Ltd is investigating expanding the scope of its $1.6 billion Karara magnetite project in Western Australia, reports the Australian Associated Press. Gindalbie is conducting a six month study into increasing production from the project from eight million tonnes per year to 12 million tonnes per year. Magnetite is low-grade iron ore and requires intensive processing to produce a saleable material, unlike the high-grade hematite ore that can be shipped directly to customers. Gindalbie and joint venture partner Anshan Iron & Steel Group Corp are aiming for first production from the magnetite project by 2010."
"GINDALBIE METALS LTD
Australia
Chinese-backed iron ore hopeful Gindalbie Metals Ltd is investigating expanding the scope of its $1.6 billion Karara magnetite project in Western Australia, reports the Australian Associated Press. Gindalbie is conducting a six month study into increasing production from the project from eight million tonnes per year to 12 million tonnes per year. Magnetite is low-grade iron ore and requires intensive processing to produce a saleable material, unlike the high-grade hematite ore that can be shipped directly to customers. Gindalbie and joint venture partner Anshan Iron & Steel Group Corp are aiming for first production from the magnetite project by 2010."
Bin durch einen Querverweis über etwas gestolpert,
was ich vermute, daß es langfristig sehr arg interessant
werden könnte.
Kann noch nicht behaupten richtig durchzusehen,
aber 'Blackmont', 'Canaccord' und 'GMP Securities'
covern und zeichnen jedenfalls fleissig.
wenn, sollte man sich als Einführung vielleicht
mal das anschauen...
www.northpec.com/documents/miscellaneous/OilsandsReview.pdf
weiteres...
WS
www.northpec.com
C.P. - 04.08
www.northpec.com/documents/profiles/NPE-2008-Profile-04-v2.p…
C.P. - March08
www.northpec.com/documents/presentations/NPE-2008-03-present…
Könnte mal, scheint mir auf den ersten Blick,
mal eine verdammt große Sache werden
+eventuell auch was für's Depot sein.
Weiss nicht, ob ich's zeitl. schaffe,
wenn ja, werde ich mich mal versuchen einzulesen.
(die Sache ist: ich hab im Großen und Ganzen meine
Unternehmen und Schäfchen beisammen
-deswegen liegt der Fokus bei mir sehr sehr viel stärker
auf "Neuentdeckung" +da langt's dann einfach nicht
mehr für eine genaue Betrachtung jedes Unternehmens,
aber der ein oder andere interessante Verweis sollte
denk ich dabei sein...)
was ich vermute, daß es langfristig sehr arg interessant
werden könnte.
Kann noch nicht behaupten richtig durchzusehen,
aber 'Blackmont', 'Canaccord' und 'GMP Securities'
covern und zeichnen jedenfalls fleissig.
wenn, sollte man sich als Einführung vielleicht
mal das anschauen...
www.northpec.com/documents/miscellaneous/OilsandsReview.pdf
weiteres...
WS
www.northpec.com
C.P. - 04.08
www.northpec.com/documents/profiles/NPE-2008-Profile-04-v2.p…
C.P. - March08
www.northpec.com/documents/presentations/NPE-2008-03-present…
Könnte mal, scheint mir auf den ersten Blick,
mal eine verdammt große Sache werden
+eventuell auch was für's Depot sein.
Weiss nicht, ob ich's zeitl. schaffe,
wenn ja, werde ich mich mal versuchen einzulesen.
(die Sache ist: ich hab im Großen und Ganzen meine
Unternehmen und Schäfchen beisammen
-deswegen liegt der Fokus bei mir sehr sehr viel stärker
auf "Neuentdeckung" +da langt's dann einfach nicht
mehr für eine genaue Betrachtung jedes Unternehmens,
aber der ein oder andere interessante Verweis sollte
denk ich dabei sein...)
Also muss ich neidlos zugeben:
mit seinen Ausführungen zu 'Otto Energy' hat
Tommy bei mir ziemlich die Gier geweckt...
Behalte mir das mal als Option für's Depot vor,
das -wenige- was mir aber nicht gefällt:
jetzt ist das Unternehmen mit einem Mal, von 0 auf 100
nicht wirklich wenig im Fokus einer recht breiten Öffentlichkeit.
Kann man wirklich nichts anderes sagen
-vom Potenzial her sieht das wirklich einfach
abgefahren stark/interessant aus!!
Aber ich weiss es noch nicht so wirklich,
warte erstmal etwas, wenn man ein bisschen die Augen
offen hält gibt's auch andere/immer viele Optionen.
(Sehe das eigentlich so, daß es grundsätzlich
immer und überall sehr große -manchmal unglaubliche Chancen gibt.
Und wenn der komplette Markt sich einfach nur nach unten
orientiert -dann muss man halt short gehen).
Zum etwas Platz machen kommen jetzt erstmal raus:
-Bridge Resources
Bestand: 14.084St. zu 0,71E, Verkauf zu 0,79E,
wobei man dazu sagen muss, daß das eine der wenigen
Positionen derzeit im Plus ist.
unter dem Strich ein kl. Gewinn: 1.126,72 E, gut 10%
China Holdings kommt wahrsch. auch raus,
aber da warte ich noch einen Augenblick.
Mindestens 'Altona Resources', 'Rey Resources'
und 'Otto Energy' als mögliche Kandidaten im Blick,
an einem Depotupdate versuche ich mich in absehbarer Zeit.
mit seinen Ausführungen zu 'Otto Energy' hat
Tommy bei mir ziemlich die Gier geweckt...
Behalte mir das mal als Option für's Depot vor,
das -wenige- was mir aber nicht gefällt:
jetzt ist das Unternehmen mit einem Mal, von 0 auf 100
nicht wirklich wenig im Fokus einer recht breiten Öffentlichkeit.
Kann man wirklich nichts anderes sagen
-vom Potenzial her sieht das wirklich einfach
abgefahren stark/interessant aus!!
Aber ich weiss es noch nicht so wirklich,
warte erstmal etwas, wenn man ein bisschen die Augen
offen hält gibt's auch andere/immer viele Optionen.
(Sehe das eigentlich so, daß es grundsätzlich
immer und überall sehr große -manchmal unglaubliche Chancen gibt.
Und wenn der komplette Markt sich einfach nur nach unten
orientiert -dann muss man halt short gehen).
Zum etwas Platz machen kommen jetzt erstmal raus:
-Bridge Resources
Bestand: 14.084St. zu 0,71E, Verkauf zu 0,79E,
wobei man dazu sagen muss, daß das eine der wenigen
Positionen derzeit im Plus ist.
unter dem Strich ein kl. Gewinn: 1.126,72 E, gut 10%
China Holdings kommt wahrsch. auch raus,
aber da warte ich noch einen Augenblick.
Mindestens 'Altona Resources', 'Rey Resources'
und 'Otto Energy' als mögliche Kandidaten im Blick,
an einem Depotupdate versuche ich mich in absehbarer Zeit.
Ist wie ich finde immer mal sehr aufschlussreich zu sehen,
wie es hierzulande weitverbreitete Mode ist
nachdem was in Gang gesetzt worden ist auf einen Trend aufzuspringen, ganz unabhängig von folgendem Artikel
(einer von sehr vielen Gründen, warum ich mich inzwischen zu 80% nur noch an englischsprachige Sachen halte), um nur mal bspw. zuletzt die Agrarrohstoffe, Eisenerz +Kohle anzuführen.
-wenn es dann ganz dreist wird, wird die Entdeckung des
"Megatrends" dann ja noch sogar für sich selbst proklammiert
(das ist dann manchmal wirklich die Härte!).
-Gute Publikationen bereiten mich, m.An. nach,
auf die Zukunft vor...
"Liebe Leserinnen, liebe Leser,
Totgeglaubte leben ja bekanntlich länger. An dieses Sprichwort fühlt man sich unweigerlich erinnert, wenn man sich einmal etwas näher mit dem Rohstoff Kohle befasst. Rund 100 Jahre lang, zwischen Mitte des 19. und Mitte des 20. Jahrhunderts, war der Energieträger der Garant für Fortschritt und Wohlstand, bevor er in den Schatten des Erdöls trat. Obwohl vor allem in vielen Industrie-Nationen in der Folgezeit der Kohlebergbau sukzessive auf ein Minimum zurückgefahren wurde, verschwand der fossile Brennstoff jedoch keineswegs in der Bedeutungslosigkeit. Und für die Zukunft prophezeien viele Experten der Kohle sogar eine regelrechte Renaissance.
Immerhin ist der Rohstoff für die Stromerzeugung nach wie vor absolut unverzichtbar. Der gegenwärtige Anteil von Kohle an der internationalen Stromgewinnung liegt bei rund 40 Prozent und dürfte in Zukunft weiter steigen, da mittlerweile auch immer mehr Entwicklungs- und Schwellenländer ihre kostengünstigen lokalen Kohlevorkommen nutzen. Der entscheidende Vorteil der Kohle ist ihre nahezu unbegrenzte Verfügbarkeit. Bleibt es beim gegenwärtigen Verbrauch, würden die weltweiten Gasreserven noch für circa 66 Jahre, die Ölreserven nur noch für rund 40 bis 45 Jahre reichen. Dagegen werden die abbaufähigen Kohlelagerstätten weltweit auf ganze 1.000 Milliarden Tonnen geschätzt – genug für rund 155 Jahre beim derzeitigen Verbrauchsniveau. Allein dieser Umstand macht Kohle - genau genommen - zum Energierohstoff der Zukunft.
Abgesehen davon bietet Kohle über die bloße Verbrennung hinaus vielfältige Verwendungsmöglichkeiten, unter anderem als Substitut für Öl. Schon heute beträgt der Anteil von Kohle an "Öl-Ersatzstoffen", deren weltweiter Verbrauch bei 10,5 Milliarden Tonnen liegt, rund 50 Prozent. Neben dem direkten Einsatz von Kohle spielt auch die Verflüssigung zu Öl eine immer stärkere Rolle. So errichtet China derzeit in der Mongolei eine Verflüssigungsanlage, die etwa 160.000 Barrel Benzin- und Dieselersatzstoff pro Tag produzieren wird. Weitere Anlagen werden in der Region Ningxia und in der Provinz Shaanxi gebaut.
Darüber hinaus hat das World Coal Institute darauf hingewiesen, dass Kohle möglicherweise zur Grundlage der zukünftigen "Wasserstoffwirtschaft" werden könnte, bei der es um einen neuen Treibstoff für Automobile geht. Wasserstoff gilt als die potenziell sauberste Energiequelle der Zukunft. Als effizienter Automobiltreibstoff hat sich Wasserstoff mit der Produktion von Strom aus Brennstoffzellen bereits einen Namen gemacht. Wasserstoff kommt aber in brauchbaren Mengen in der Natur nicht vor, muss also hergestellt werden. Fossile Brennstoffe sind eine mögliche Wasserstoffquelle und da Kohle der bedeutendste fossile Brennstoff ist (gemessen am Volumen), gilt sie als wahrscheinlicher Kandidat, wenn es darum geht, Wasserstoff für eine nachhaltige "Wasserstoffrevolution" zu erzeugen.
Als "Buhmann" gilt Kohle vor allem auf Grund der mit dem Abbau und der Verarbeitung einher gehenden Umweltverschmutzung sowie des so genannten Treibhaus-Effekts. Tatsächlich allerdings haben Produktivitätssteigerungen beim Abbau, in der Verarbeitung und in der Verbrennung von Kohle durch neue Technologien das Kosten- und Umweltprofil erheblich verbessert. So führen zum Beispiel die Zielvorgaben des Kyoto-Protokolls zu einer steigenden Nachfrage nach umweltfreundlicher Kohle (mit niedrigem Schwefelgehalt). Die "Clean Coal"-Technologie verbessert den Wärmewirkungsgrad sowohl in der Herstellung als auch in der Verarbeitung von Kohle, wodurch schädliche Emissionen verringert werden. Unter der "Carbon Capture"-Technologie versteht man die Abtrennung und Einlagerung von CO2, um so einen Ausstoß in die Atmosphäre zu vermeiden.
Auf Grund der genannten Vorteile und der besseren Lagerfähigkeit sowie einer größeren Unabhängigkeit von den politisch oftmals labilen Öl-Staaten dürfte die Kohlenachfrage in Zukunft deutlich zunehmen. Nach Ansicht von Experten wird der Anteil von Öl am globalen Energiekonsum bis 2030 auf 33 Prozent fallen, wohingegen der Anteil von Kohle im gleichen Zeitraum auf 27 Prozent zunehmen wird. Der globale Verbrauch von Kohle dürfte bis 2030 auf mehr als das Doppelte steigen, während die Produktion nur im geringen Maß steigen wird (1,4 Prozent pro Jahr). Angebotsengpässe, die zu steigenden Preisen führen, sind demzufolge eigentlich fast schon vorprogrammiert.(?!?) Deshalb präsentieren wir Ihnen in der aktuellen Ausgabe des "Rohstoff Express" eine Investmentmöglichkeit, mit der Sie an diesem Szenario partizipieren können.
Weiterhin erfolgreiche Rohstoff-Investments wünscht Ihnen
Ihre
Rohstoff-Express-Redaktion"
wie es hierzulande weitverbreitete Mode ist
nachdem was in Gang gesetzt worden ist auf einen Trend aufzuspringen, ganz unabhängig von folgendem Artikel
(einer von sehr vielen Gründen, warum ich mich inzwischen zu 80% nur noch an englischsprachige Sachen halte), um nur mal bspw. zuletzt die Agrarrohstoffe, Eisenerz +Kohle anzuführen.
-wenn es dann ganz dreist wird, wird die Entdeckung des
"Megatrends" dann ja noch sogar für sich selbst proklammiert
(das ist dann manchmal wirklich die Härte!).
-Gute Publikationen bereiten mich, m.An. nach,
auf die Zukunft vor...
"Liebe Leserinnen, liebe Leser,
Totgeglaubte leben ja bekanntlich länger. An dieses Sprichwort fühlt man sich unweigerlich erinnert, wenn man sich einmal etwas näher mit dem Rohstoff Kohle befasst. Rund 100 Jahre lang, zwischen Mitte des 19. und Mitte des 20. Jahrhunderts, war der Energieträger der Garant für Fortschritt und Wohlstand, bevor er in den Schatten des Erdöls trat. Obwohl vor allem in vielen Industrie-Nationen in der Folgezeit der Kohlebergbau sukzessive auf ein Minimum zurückgefahren wurde, verschwand der fossile Brennstoff jedoch keineswegs in der Bedeutungslosigkeit. Und für die Zukunft prophezeien viele Experten der Kohle sogar eine regelrechte Renaissance.
Immerhin ist der Rohstoff für die Stromerzeugung nach wie vor absolut unverzichtbar. Der gegenwärtige Anteil von Kohle an der internationalen Stromgewinnung liegt bei rund 40 Prozent und dürfte in Zukunft weiter steigen, da mittlerweile auch immer mehr Entwicklungs- und Schwellenländer ihre kostengünstigen lokalen Kohlevorkommen nutzen. Der entscheidende Vorteil der Kohle ist ihre nahezu unbegrenzte Verfügbarkeit. Bleibt es beim gegenwärtigen Verbrauch, würden die weltweiten Gasreserven noch für circa 66 Jahre, die Ölreserven nur noch für rund 40 bis 45 Jahre reichen. Dagegen werden die abbaufähigen Kohlelagerstätten weltweit auf ganze 1.000 Milliarden Tonnen geschätzt – genug für rund 155 Jahre beim derzeitigen Verbrauchsniveau. Allein dieser Umstand macht Kohle - genau genommen - zum Energierohstoff der Zukunft.
Abgesehen davon bietet Kohle über die bloße Verbrennung hinaus vielfältige Verwendungsmöglichkeiten, unter anderem als Substitut für Öl. Schon heute beträgt der Anteil von Kohle an "Öl-Ersatzstoffen", deren weltweiter Verbrauch bei 10,5 Milliarden Tonnen liegt, rund 50 Prozent. Neben dem direkten Einsatz von Kohle spielt auch die Verflüssigung zu Öl eine immer stärkere Rolle. So errichtet China derzeit in der Mongolei eine Verflüssigungsanlage, die etwa 160.000 Barrel
Benzin- und Dieselersatzstoff pro Tag produzieren wird. Weitere Anlagen werden in der Region Ningxia und in der Provinz Shaanxi gebaut.Darüber hinaus hat das World Coal Institute darauf hingewiesen, dass Kohle möglicherweise zur Grundlage der zukünftigen "Wasserstoffwirtschaft" werden könnte, bei der es um einen neuen Treibstoff für Automobile geht. Wasserstoff gilt als die potenziell sauberste Energiequelle der Zukunft. Als effizienter Automobiltreibstoff hat sich Wasserstoff mit der Produktion von Strom aus Brennstoffzellen bereits einen Namen gemacht. Wasserstoff kommt aber in brauchbaren Mengen in der Natur nicht vor, muss also hergestellt werden. Fossile Brennstoffe sind eine mögliche Wasserstoffquelle und da Kohle der bedeutendste fossile Brennstoff ist (gemessen am Volumen), gilt sie als wahrscheinlicher Kandidat, wenn es darum geht, Wasserstoff für eine nachhaltige "Wasserstoffrevolution" zu erzeugen.
Als "Buhmann" gilt Kohle vor allem auf Grund der mit dem Abbau und der Verarbeitung einher gehenden Umweltverschmutzung sowie des so genannten Treibhaus-Effekts. Tatsächlich allerdings haben Produktivitätssteigerungen beim Abbau, in der Verarbeitung und in der Verbrennung von Kohle durch neue Technologien das Kosten- und Umweltprofil erheblich verbessert. So führen zum Beispiel die Zielvorgaben des Kyoto-Protokolls zu einer steigenden Nachfrage nach umweltfreundlicher Kohle (mit niedrigem Schwefelgehalt). Die "Clean Coal"-Technologie verbessert den Wärmewirkungsgrad sowohl in der Herstellung als auch in der Verarbeitung von Kohle, wodurch schädliche Emissionen verringert werden. Unter der "Carbon Capture"-Technologie versteht man die Abtrennung und Einlagerung von CO2, um so einen Ausstoß in die Atmosphäre zu vermeiden.
Auf Grund der genannten Vorteile und der besseren Lagerfähigkeit sowie einer größeren Unabhängigkeit von den politisch oftmals labilen Öl-Staaten dürfte die Kohlenachfrage in Zukunft deutlich zunehmen. Nach Ansicht von Experten wird der Anteil von Öl am globalen Energiekonsum bis 2030 auf 33 Prozent fallen, wohingegen der Anteil von Kohle im gleichen Zeitraum auf 27 Prozent zunehmen wird. Der globale Verbrauch von Kohle dürfte bis 2030 auf mehr als das Doppelte steigen, während die Produktion nur im geringen Maß steigen wird (1,4 Prozent pro Jahr). Angebotsengpässe, die zu steigenden Preisen führen, sind demzufolge eigentlich fast schon vorprogrammiert.(?!?) Deshalb präsentieren wir Ihnen in der aktuellen Ausgabe des "Rohstoff Express" eine Investmentmöglichkeit, mit der Sie an diesem Szenario partizipieren können.
Weiterhin erfolgreiche Rohstoff-Investments wünscht Ihnen
Ihre
Rohstoff-Express-Redaktion"
Hab gerade mal die Kurse aktualisiert, sieht nicht
wirklich toll aus, aber damit muss man rechnen
wenn man es versucht derart anzugehen,
positiv sticht 'Castle Minerals mit >80%+ hervor,
ist aber derzeit halt eine Momentaufnahme.
Wer bei einem eventl. Giganten der Zukunft dabeisein
will, der sollte sich, würde ich meinen, 'Mosquito Consolidated'
unbedingt angucken.
Neben den aufgeführten ständen auf jeden Fall noch
'Regency Mines Plc', nach nochmals genauerer Betrachtung wahrsch. 'Blue Sky Uranium' und ebentuell und auch 'Cash Minerals'
als eventuelle Kandidaten auf der "Speiseliste",
bei nicht wenigen würde ich auch am liebsten nachkaufen,
ein Update werd ich mal über's Wochenende versuchen.
wirklich toll aus, aber damit muss man rechnen
wenn man es versucht derart anzugehen,
positiv sticht 'Castle Minerals mit >80%+ hervor,
ist aber derzeit halt eine Momentaufnahme.
Wer bei einem eventl. Giganten der Zukunft dabeisein
will, der sollte sich, würde ich meinen, 'Mosquito Consolidated'
unbedingt angucken.
Neben den aufgeführten ständen auf jeden Fall noch
'Regency Mines Plc', nach nochmals genauerer Betrachtung wahrsch. 'Blue Sky Uranium' und ebentuell und auch 'Cash Minerals'
als eventuelle Kandidaten auf der "Speiseliste",
bei nicht wenigen würde ich auch am liebsten nachkaufen,
ein Update werd ich mal über's Wochenende versuchen.
Also das mir Fundamentals egal sind kann ich nicht
behaupten, trotzdem gefalllen mir die Artikel
von Ihm meist spitzenmässig -auch wenn ich's
anders sehen sollte...
"Das Geheimnis, Geld zu machen
Als ich vor über einem Jahrzehnt anfing, meinen ersten Börsendienst zu schreiben, rief ich ein paar Mal pro Woche Chris Foster an. Immer wenn ich eine kreative Investitionsidee hatte, fragte ich zunächst Chris nach seiner Meinung. Wenn die Idee auch ihm gefiel, wusste ich, dass sie gut war.
Chris arbeitete in einem Unternehmen, dass ich mehr als jeder andere respektierte … Friedberg Mercantile Group in Kanada. Bis heute folge ich immer noch dem Gründer der Friedberg Gruppe, Albert Friedberg. Es hat sich wirklich ausgezahlt.
Vor einiger Zeit empfahl ich zwei kleine Goldaktien, mit denen sich Friedberg im Laufe der letzten Jahre sehr beschäftigt hatte, Arizona Star und Seabridge Gold. Wir haben Arizona Star bereits mit etwa 200 % Gewinn verkauft und liegen mit Seabridge weitere 800 % vorne … und halten sie noch. Nicht schlecht, würde ich sagen.
Die Fundamentals beiseite legen
Diese Gewinne sind nicht überraschend … Chris und die Jungs bei Friedberg scheinen immer besser Bescheid zu wissen als alle anderen. Es schien, als hätten sie gewusst, was als nächstes auf den Märkten geschah… , und sie wussten genau, wie sie traden mussten.
Chris verriet mir eines seiner Geheimnisse. Er erzählte mir: "Steve, ich habe keinen Haufen Geld mit meinen Trades gemacht, bevor ich nicht vollkommen die Fundamentals beiseite legte."
Ich konnte nicht es glauben. Hier war der Kerl, der "die Fundamentals" besser kannte als irgendjemand sonst, …er konnte Ihnen sagen, wann der argentinische Peso crashte und warum, und er hatte natürlich bereits eine Short-Position mit einigen Derivaten. Wie konnte ein Mensch wie er, die Fundamentals für seine Trades vollkommen aufgeben? Er erklärte mir folgendes:
Das Sentiment zählt
"Steve, als ein Händler mit meinem Zeitrahmen (weniger als ein Jahr), geht es nur um das Sentiment. Das ist alles! Wenn ich sehe, dass alle bearish sind, und ich sehe, dass der Markt langsam aufgibt, dann steige ich ein. Und umgekehrt. Es ist egal, ob es dabei um Aktien oder Schweinebäuche geht."
Bevor er das realisiert hat, waren ihm Fundamental-Daten wie Kurs-Gewinn-Verhältnisse und Warenbestände nur im Weg - und veranlassten Chris dazu, ein paar gute Trades zu verpassen. Die gegenwärtigen Bedingungen an der Aktienbörse sind ein gutes Beispiel dafür, wie der "alte" Chris einen Handel verpasst hätte.
"Fundamental betrachtet" sind Aktien momentan bestimmt nicht preiswert. Der "alte" Chris hätte jetzt niemals Aktien gekauft; auch wenn Aktien gerade ein extrem bearishes Sentiment aufweisen, günstig sind sie nicht.
Aber günstig ist kurzfristig irrelevant. Die Fundamentaldaten sind kurzfristig irrelevant. Das war die Botschaft von Chris an mich. Ich hörte zu.
Aktien sind kurzfristig ein Beliebtheitswettbewerb. Langfristig zählt der Wert einer Aktie.
Dieser Punkt hat mir viel Geld gebracht. Die Anleger sind momentan extrem pessimistisch. Wenn die Gelegenheit kommt, müssen Sie sie ausnutzen. Aber Sie müssen lernen, sie zu erkennen, bevor Sie sie ausnutzen können.
Good Investing,
Steve"
behaupten, trotzdem gefalllen mir die Artikel
von Ihm meist spitzenmässig -auch wenn ich's
anders sehen sollte...
"Das Geheimnis, Geld zu machen
Als ich vor über einem Jahrzehnt anfing, meinen ersten Börsendienst zu schreiben, rief ich ein paar Mal pro Woche Chris Foster an. Immer wenn ich eine kreative Investitionsidee hatte, fragte ich zunächst Chris nach seiner Meinung. Wenn die Idee auch ihm gefiel, wusste ich, dass sie gut war.
Chris arbeitete in einem Unternehmen, dass ich mehr als jeder andere respektierte … Friedberg Mercantile Group in Kanada. Bis heute folge ich immer noch dem Gründer der Friedberg Gruppe, Albert Friedberg. Es hat sich wirklich ausgezahlt.
Vor einiger Zeit empfahl ich zwei kleine Goldaktien, mit denen sich Friedberg im Laufe der letzten Jahre sehr beschäftigt hatte, Arizona Star und Seabridge Gold. Wir haben Arizona Star bereits mit etwa 200 % Gewinn verkauft und liegen mit Seabridge weitere 800 % vorne … und halten sie noch. Nicht schlecht, würde ich sagen.
Die Fundamentals beiseite legen
Diese Gewinne sind nicht überraschend … Chris und die Jungs bei Friedberg scheinen immer besser Bescheid zu wissen als alle anderen. Es schien, als hätten sie gewusst, was als nächstes auf den Märkten geschah… , und sie wussten genau, wie sie traden mussten.
Chris verriet mir eines seiner Geheimnisse. Er erzählte mir: "Steve, ich habe keinen Haufen Geld mit meinen Trades gemacht, bevor ich nicht vollkommen die Fundamentals beiseite legte."
Ich konnte nicht es glauben. Hier war der Kerl, der "die Fundamentals" besser kannte als irgendjemand sonst, …er konnte Ihnen sagen, wann der argentinische Peso crashte und warum, und er hatte natürlich bereits eine Short-Position mit einigen Derivaten. Wie konnte ein Mensch wie er, die Fundamentals für seine Trades vollkommen aufgeben? Er erklärte mir folgendes:
Das Sentiment zählt
"Steve, als ein Händler mit meinem Zeitrahmen (weniger als ein Jahr), geht es nur um das Sentiment. Das ist alles! Wenn ich sehe, dass alle bearish sind, und ich sehe, dass der Markt langsam aufgibt, dann steige ich ein. Und umgekehrt. Es ist egal, ob es dabei um Aktien oder Schweinebäuche geht."
Bevor er das realisiert hat, waren ihm Fundamental-Daten wie Kurs-Gewinn-Verhältnisse und Warenbestände nur im Weg - und veranlassten Chris dazu, ein paar gute Trades zu verpassen. Die gegenwärtigen Bedingungen an der Aktienbörse sind ein gutes Beispiel dafür, wie der "alte" Chris einen Handel verpasst hätte.
"Fundamental betrachtet" sind Aktien momentan bestimmt nicht preiswert. Der "alte" Chris hätte jetzt niemals Aktien gekauft; auch wenn Aktien gerade ein extrem bearishes Sentiment aufweisen, günstig sind sie nicht.
Aber günstig ist kurzfristig irrelevant. Die Fundamentaldaten sind kurzfristig irrelevant. Das war die Botschaft von Chris an mich. Ich hörte zu.
Aktien sind kurzfristig ein Beliebtheitswettbewerb. Langfristig zählt der Wert einer Aktie.
Dieser Punkt hat mir viel Geld gebracht. Die Anleger sind momentan extrem pessimistisch. Wenn die Gelegenheit kommt, müssen Sie sie ausnutzen. Aber Sie müssen lernen, sie zu erkennen, bevor Sie sie ausnutzen können.
Good Investing,
Steve"
Mineral Information Institute
www.mii.org
zu Eisen
www.mii.org/Minerals/photoiron.html
Kurzerläuterungen verschiedenster Mineralien
www.mii.org/commonminerals.html
Iron Ore Statistics and Information
("all arround" - versch. Publikationen)
http://minerals.usgs.gov/minerals/pubs/commodity/iron_ore/
Mineral Commodity Summaries, Iron - 2008
http://minerals.usgs.gov/minerals/pubs/commodity/iron_ore/mc…
auch versch. Sachen dazu
www.goldsheetlinks.com/iron.htm
auch nicht uninteressant zu sehen, was, hier, für eine
Nachfrage besteht, speziell die Quantität, scheint mir
http://metalsplace.com/board/?s=10&req=2&gclid=CNK74N2E0ZICF…
Iron&Steel News
http://metalsplace.com/news/?s=10
(hab einfach mal n bissl was zusammengesammelt,
nicht das ich da wirklich umfangreichere Ahnung hätte,
aber vielleicht ist ja das ein oder andere nützliche dabei)
www.mii.org
zu Eisen
www.mii.org/Minerals/photoiron.html
Kurzerläuterungen verschiedenster Mineralien
www.mii.org/commonminerals.html
Iron Ore Statistics and Information
("all arround" - versch. Publikationen)
http://minerals.usgs.gov/minerals/pubs/commodity/iron_ore/
Mineral Commodity Summaries, Iron - 2008
http://minerals.usgs.gov/minerals/pubs/commodity/iron_ore/mc…
auch versch. Sachen dazu
www.goldsheetlinks.com/iron.htm
auch nicht uninteressant zu sehen, was, hier, für eine
Nachfrage besteht, speziell die Quantität, scheint mir
http://metalsplace.com/board/?s=10&req=2&gclid=CNK74N2E0ZICF…
Iron&Steel News
http://metalsplace.com/news/?s=10
(hab einfach mal n bissl was zusammengesammelt,
nicht das ich da wirklich umfangreichere Ahnung hätte,
aber vielleicht ist ja das ein oder andere nützliche dabei)
Teil 2...
"Übernahmewelle im Goldminen-Sektor
von Daniel Wilhelmi
Am Dienstag hatte ich Sie ja schon über eine hoch interessante Gold-Studie informiert. Wie Sie sich erinnern, läuft bei den großen Goldminen-Werten nun die Phase der hohen Investitionen und Abschreibungen, die voll auf die Gewinnentwicklung durchschlugen, nun aus. Gepaart mit einem Goldpreis über 900 US$ klingelt es bei diesen Unternehmen nun gewaltig in den Kassen. Denn wenn ein Unternehmen seine Produktionskosten erst mal gedeckt hat, dann geht jeder 1 US$, den der Goldpreis steigt, zu 100% direkt vom Umsatz in den Gewinn.
Das bedeutet: Wir werden nun eine Phase erleben, in der die Gewinne der Goldminen-Werte massiv ansteigen werden. Und jetzt wird es interessant: Die großen Goldproduzenten werden nun also ihre Gewinne deutlich steigern. Gleichzeitig liegen aber die Kurse der Explorer und Junior-Produzenten am Boden.
Laut der Studie wird diese Schere die Basis für eine Übernahmewelle im Explorer- und vor allem im Junior-Produzenten-Bereich bilden. Und das ist ja auch ganz logisch. Die großen Goldproduzenten wollen ihre Reserven auffüllen und ihre Marktpositionen ausbauen.
Anstatt kosten- und vor allem zeitaufwendig rund um den Globus nach neuen aussichtsreichen Explorationsprojekten zu suchen, ist es bei den aktuell niedrigen Bewertungen fast aller Explorer und Junior-Produzenten viel einfacher, hier kleine Firmen mit aussichtsreichen Projekten jetzt zu Schnäppchenpreisen aufzukaufen.
Zuerst werden die Junior-Produzenten ins Fadenkreuz kommen
Vorher war das in einem großen Umfang nicht möglich, da die großen Goldproduzenten erst mal ihre eigenen Geschäfte und Bilanzen in die richtigen Bahnen lenken mussten. Aber jetzt werden sich die Gewinne immer weiter auftürmen – und da bietet es sich perfekt an, dieses Geld einfach zum Kauf von kleinen Unternehmen zu nutzen.
Deshalb geht die Studie davon aus, dass wir in der Zukunft eine hohe M&A-Aktivität im Goldminen-Sektor sehen werden. Zuerst werden hier die Junior-Produzenten im Fadenkreuz der großen Konzerne stehen. Denn die operieren meistens selbst schon Cash-Flow-positiv und belasten dadurch die Ergebnisse des Käufers nicht zusätzlich. Gleichzeitig sind die Reserven und Ressourcen durch die Ni43-101-Gutachten verlässlicher kalkulierbar.
Danach werden dann in einer 2. Runde die Explorer drankommen. Die Leser des Emerging Markets Radar sind für diese Entwicklung sehr gut aufgestellt. Denn da wir haben gleich 3 Junior-Produzenten für Gold und Silber im Depot. Zudem schaue ich mir derzeit noch einen weiteren Junior-Produzenten aus dem Goldsektor an.
Mein Favorit unter den Gold-Junior-Produzenten, von dem ich Ihnen vor einigen Wochen geschrieben hatte, vermeldete inzwischen übrigens seinen neuen Quartalszahlen. Und für das 4. Quartal 2007 konnte das Unternehmen eine deutliche Steigerung beim Bruttogewinn und bei EBIT-Gewinn vermelden. Im Vorjahresquartal fiel noch ein Verlust von 930.000 US$ an. Damit hat das Management sein Wort gehalten und nun das 2. Quartal in Folge einen positiven Cash-Flow erzielt.
Die Aktie arbeitet nun daran, den entscheidenden Widerstand zu brechen. Dann wird Power in den Wert kommen. Ich freue mich, dass ich Sie über diesen Wert schon vor einigen Wochen mit der Sonderstudie informieren konnte und diejenigen unter Ihnen, die dabei sein wollten, nun bereits investiert sind.
Have a successful day,
Ihr
Daniel Wilhelmi"
"Übernahmewelle im Goldminen-Sektor
von Daniel Wilhelmi
Am Dienstag hatte ich Sie ja schon über eine hoch interessante Gold-Studie informiert. Wie Sie sich erinnern, läuft bei den großen Goldminen-Werten nun die Phase der hohen Investitionen und Abschreibungen, die voll auf die Gewinnentwicklung durchschlugen, nun aus. Gepaart mit einem Goldpreis über 900 US$ klingelt es bei diesen Unternehmen nun gewaltig in den Kassen. Denn wenn ein Unternehmen seine Produktionskosten erst mal gedeckt hat, dann geht jeder 1 US$, den der Goldpreis steigt, zu 100% direkt vom Umsatz in den Gewinn.
Das bedeutet: Wir werden nun eine Phase erleben, in der die Gewinne der Goldminen-Werte massiv ansteigen werden. Und jetzt wird es interessant: Die großen Goldproduzenten werden nun also ihre Gewinne deutlich steigern. Gleichzeitig liegen aber die Kurse der Explorer und Junior-Produzenten am Boden.
Laut der Studie wird diese Schere die Basis für eine Übernahmewelle im Explorer- und vor allem im Junior-Produzenten-Bereich bilden. Und das ist ja auch ganz logisch. Die großen Goldproduzenten wollen ihre Reserven auffüllen und ihre Marktpositionen ausbauen.
Anstatt kosten- und vor allem zeitaufwendig rund um den Globus nach neuen aussichtsreichen Explorationsprojekten zu suchen, ist es bei den aktuell niedrigen Bewertungen fast aller Explorer und Junior-Produzenten viel einfacher, hier kleine Firmen mit aussichtsreichen Projekten jetzt zu Schnäppchenpreisen aufzukaufen.
Zuerst werden die Junior-Produzenten ins Fadenkreuz kommen
Vorher war das in einem großen Umfang nicht möglich, da die großen Goldproduzenten erst mal ihre eigenen Geschäfte und Bilanzen in die richtigen Bahnen lenken mussten. Aber jetzt werden sich die Gewinne immer weiter auftürmen – und da bietet es sich perfekt an, dieses Geld einfach zum Kauf von kleinen Unternehmen zu nutzen.
Deshalb geht die Studie davon aus, dass wir in der Zukunft eine hohe M&A-Aktivität im Goldminen-Sektor sehen werden. Zuerst werden hier die Junior-Produzenten im Fadenkreuz der großen Konzerne stehen. Denn die operieren meistens selbst schon Cash-Flow-positiv und belasten dadurch die Ergebnisse des Käufers nicht zusätzlich. Gleichzeitig sind die Reserven und Ressourcen durch die Ni43-101-Gutachten verlässlicher kalkulierbar.
Danach werden dann in einer 2. Runde die Explorer drankommen. Die Leser des Emerging Markets Radar sind für diese Entwicklung sehr gut aufgestellt. Denn da wir haben gleich 3 Junior-Produzenten für Gold und Silber im Depot. Zudem schaue ich mir derzeit noch einen weiteren Junior-Produzenten aus dem Goldsektor an.
Mein Favorit unter den Gold-Junior-Produzenten, von dem ich Ihnen vor einigen Wochen geschrieben hatte, vermeldete inzwischen übrigens seinen neuen Quartalszahlen. Und für das 4. Quartal 2007 konnte das Unternehmen eine deutliche Steigerung beim Bruttogewinn und bei EBIT-Gewinn vermelden. Im Vorjahresquartal fiel noch ein Verlust von 930.000 US$ an. Damit hat das Management sein Wort gehalten und nun das 2. Quartal in Folge einen positiven Cash-Flow erzielt.
Die Aktie arbeitet nun daran, den entscheidenden Widerstand zu brechen. Dann wird Power in den Wert kommen. Ich freue mich, dass ich Sie über diesen Wert schon vor einigen Wochen mit der Sonderstudie informieren konnte und diejenigen unter Ihnen, die dabei sein wollten, nun bereits investiert sind.
Have a successful day,
Ihr
Daniel Wilhelmi"
weitere Langfristaufnahme
'Regency Mines', zu 0,045E, 222.222St. im Wert von 9.999,99E
damit das Depot, leider, wieder knackevoll
(würde den Einsatz am liebsten nochmal um die Hälfte oder
das 2ppelte aufstocken).
langfristig wird das, Depot, der Knaller,
ich kann falsch liegen -sagt mir aber mein Gefühl.
'Regency Mines', zu 0,045E, 222.222St. im Wert von 9.999,99E
damit das Depot, leider, wieder knackevoll
(würde den Einsatz am liebsten nochmal um die Hälfte oder
das 2ppelte aufstocken).
langfristig wird das, Depot, der Knaller,
ich kann falsch liegen -sagt mir aber mein Gefühl.
da hab ich -derzeit- richtig gelegen
...bei 'Globe Uranium' geht es aktuell zur Sache.
Und mit 'Castle Minerals' eventl. noch ein 2ter Kandidat,
hoffe mir durch einen der beiden in absehbarer Zeit
eine weitere Position "rausarbeiten" zu können.
(könnte sie wirklich brauchen)
Bin gespannt...
...bei 'Globe Uranium' geht es aktuell zur Sache.
Und mit 'Castle Minerals' eventl. noch ein 2ter Kandidat,
hoffe mir durch einen der beiden in absehbarer Zeit
eine weitere Position "rausarbeiten" zu können.
(könnte sie wirklich brauchen)
Bin gespannt...
sehr geile Geschichte, einfach genial...
(versuche u.a. auch immer mehr "auf Leute zu setzen"
und einiges ähnliche mehr)
"Die Entstehung eines Investment-Superhelden
Während seiner Zeit an der Duke University verlor Bills Gross auf einer vereisten Straße die Kontrolle über seinen Wagen und krachte in den Gegenverkehr. Es war beinahe ein tödlicher Unfall. Auch wenn es kaum zu glauben ist, dieser Unfall war die Plattform für Bill Gross, einer der reichsten Männer Amerikas und berühmtesten Bond-Investoren zu werden.
In der heutigen Ausgabe erzählen wir die Geschichte, wie Bill Gross Milliardär wurde und betrachten zwei Investment-Ideen, die Bill momentan empfiehlt.
Die Geschichte beginnt in einem Krankenhaus-Bett...
Während seiner Genesung las Gros ein Buch über Glücksspiele ("Beat the Dealer“). Das Buch fesselte ihn so sehr, dass Gros nach seinem Krankenhausaufenthalt gleich nach Las Vegas fuhr und bis zu 16 Stunden täglich an den Black Jack-Tischen im "Fremont" und im "Four Queens"-Casino verbrachte.
Gross spielte ausgetüftelt. Während andere durch ihre eigenen Gefühle in das Spiel eingewickelt wurden, blieb Gros seinem System treu. Er beobachtete die Karten und platzierte nur dann größere Einsätze, wenn die Chancen zu seinen Gunsten standen.
Hauptsächlich lernte Gross hier am Casino-Spieltisch die Grundlagen des Money Managements. Innerhalb von sechs Monaten hatte Gros seine 200 $ in 10.000 $ verwandelt.
Gross hatte Vegas geschlagen. Jetzt war er bereit, die Wall Street zu übernehmen.
Unglücklicherweise war niemand an der Wall Street bereit, Bill zu übernehmen. Er konnte keinen Job finden. Schließlich nahm er einen Job als ein "Coupon-clipper" von Anleihen an, bei der Versicherungsgesellschaft Pacific Mutal - nicht unbedingt die Arbeit an der Börse, nach der er gesucht hatte.
Genau wie in Vegas hatte Gross eine Idee, die kein anderer wirklich in Betracht gezogen hatte, und er war bereit, harte Arbeit zu leisten, um sie in die Tat umzusetzen. Er schlug dem Versicherungskomitee von Pacific Mutual vor, eine Tochtergesellschaft (genannt PIMCO) für ihn zu gründen, damit er aktiv Bonds traden konnte. "Lassen Sie mich versuchen, Bonds zu handeln, um zu sehen, ob ich damit mehr herausschlagen kann, als wenn sie einfach nur gehalten würden," sagte er.
Der Rest ist Geschichte. In einem sehr schweren Markt machte Gros 17,6 % im Jahre 1975, gefolgt von fast 18 % in 1976. Gross fing mit 15 Millionen $ an. Heute ist sein "PIMCO" einer der größten Vermögensverwalter auf dem Planeten, verantwortlich für mehr als 746 Milliarden $.
Bill Gross kann nicht immer 100 % richtig liegen, aber seine fantastischen Ergebnisse der letzten 30 Jahre zeigen, dass seine Empfehlungen fast immer recht nützlich sind. Ich schenke ihm immer Aufmerksamkeit. Sie sollten das auch.
Good investing,
Steve"
(versuche u.a. auch immer mehr "auf Leute zu setzen"
und einiges ähnliche mehr)
"Die Entstehung eines Investment-Superhelden
Während seiner Zeit an der Duke University verlor Bills Gross auf einer vereisten Straße die Kontrolle über seinen Wagen und krachte in den Gegenverkehr. Es war beinahe ein tödlicher Unfall. Auch wenn es kaum zu glauben ist, dieser Unfall war die Plattform für Bill Gross, einer der reichsten Männer Amerikas und berühmtesten Bond-Investoren zu werden.
In der heutigen Ausgabe erzählen wir die Geschichte, wie Bill Gross Milliardär wurde und betrachten zwei Investment-Ideen, die Bill momentan empfiehlt.
Die Geschichte beginnt in einem Krankenhaus-Bett...
Während seiner Genesung las Gros ein Buch über Glücksspiele ("Beat the Dealer“). Das Buch fesselte ihn so sehr, dass Gros nach seinem Krankenhausaufenthalt gleich nach Las Vegas fuhr und bis zu 16 Stunden täglich an den Black Jack-Tischen im "Fremont" und im "Four Queens"-Casino verbrachte.
Gross spielte ausgetüftelt. Während andere durch ihre eigenen Gefühle in das Spiel eingewickelt wurden, blieb Gros seinem System treu. Er beobachtete die Karten und platzierte nur dann größere Einsätze, wenn die Chancen zu seinen Gunsten standen.
Hauptsächlich lernte Gross hier am Casino-Spieltisch die Grundlagen des Money Managements. Innerhalb von sechs Monaten hatte Gros seine 200 $ in 10.000 $ verwandelt.
Gross hatte Vegas geschlagen. Jetzt war er bereit, die Wall Street zu übernehmen.
Unglücklicherweise war niemand an der Wall Street bereit, Bill zu übernehmen. Er konnte keinen Job finden. Schließlich nahm er einen Job als ein "Coupon-clipper" von Anleihen an, bei der Versicherungsgesellschaft Pacific Mutal - nicht unbedingt die Arbeit an der Börse, nach der er gesucht hatte.
Genau wie in Vegas hatte Gross eine Idee, die kein anderer wirklich in Betracht gezogen hatte, und er war bereit, harte Arbeit zu leisten, um sie in die Tat umzusetzen. Er schlug dem Versicherungskomitee von Pacific Mutual vor, eine Tochtergesellschaft (genannt PIMCO) für ihn zu gründen, damit er aktiv Bonds traden konnte. "Lassen Sie mich versuchen, Bonds zu handeln, um zu sehen, ob ich damit mehr herausschlagen kann, als wenn sie einfach nur gehalten würden," sagte er.
Der Rest ist Geschichte. In einem sehr schweren Markt machte Gros 17,6 % im Jahre 1975, gefolgt von fast 18 % in 1976. Gross fing mit 15 Millionen $ an. Heute ist sein "PIMCO" einer der größten Vermögensverwalter auf dem Planeten, verantwortlich für mehr als 746 Milliarden $.
Bill Gross kann nicht immer 100 % richtig liegen, aber seine fantastischen Ergebnisse der letzten 30 Jahre zeigen, dass seine Empfehlungen fast immer recht nützlich sind. Ich schenke ihm immer Aufmerksamkeit. Sie sollten das auch.
Good investing,
Steve"
zur Person
==> http://en.wikipedia.org/wiki/William_H._Gross
==> http://en.wikipedia.org/wiki/William_H._Gross
'North Peace Energy' müsste auf jeden Fall auch ein
Kandidat werden können, bei Ölsandunternehmen fallen mir
Einschätzungen aber noch deutlich schwerer
+sie wären auch wahrsch. nochmals deutlich langfristiger
als der Rest(eh schon) zu sehen
-wenn man versuchen würde "alles mitzunehmen".
Angucken sollte sich auf jeden Fall lohnen,
in Q4 '08 soll eine erste kl. Produktion als "Test" losgehen
(etwa 1000bbl/d), was dann -ziemlich langfristig-
in 3 Phasen auf 10, 20 und dann 30Tausend bbl/d gesteigert
werden soll, die nötigen Kosten dafür sollen Großteils
(oder vollständig? -ab Phase2+3 glaub ich) aus künftigen
Cashflows aufgebracht werden,
wenn man überlegt, daß 30.000bbl/d >9Mio bbl/year sind,
dann scheint das doch schon nicht uninteressant(mir jedenfalls),
die 3 besagten Broker vergeben KZiele von 2*2,25$
und einmal 2,75$ bei einem aktuellen Kurs von 1,23$,
derzeitige Bewertung etwa: 30/37 Mio E .
Kandidat werden können, bei Ölsandunternehmen fallen mir
Einschätzungen aber noch deutlich schwerer
+sie wären auch wahrsch. nochmals deutlich langfristiger
als der Rest(eh schon) zu sehen
-wenn man versuchen würde "alles mitzunehmen".
Angucken sollte sich auf jeden Fall lohnen,
in Q4 '08 soll eine erste kl. Produktion als "Test" losgehen
(etwa 1000bbl/d), was dann -ziemlich langfristig-
in 3 Phasen auf 10, 20 und dann 30Tausend bbl/d gesteigert
werden soll, die nötigen Kosten dafür sollen Großteils
(oder vollständig? -ab Phase2+3 glaub ich) aus künftigen
Cashflows aufgebracht werden,
wenn man überlegt, daß 30.000bbl/d >9Mio bbl/year sind,
dann scheint das doch schon nicht uninteressant(mir jedenfalls),
die 3 besagten Broker vergeben KZiele von 2*2,25$
und einmal 2,75$ bei einem aktuellen Kurs von 1,23$,
derzeitige Bewertung etwa: 30/37 Mio E .
"RAYTEC METALS CORP.
Canada
Raytec Metals announced a private placement of Can$3.9 million consisting of 8.6 million units at 45 cents each. Each unit consists of one common share and one-half of one non-transferable share purchase warrant. Each whole warrant is exercisable prior to March 25, 2010 to acquire an additional common share of the company at a price of $0.75 per whole share purchase warrant. Proceeds will be used for general working capital."
Canada
Raytec Metals announced a private placement of Can$3.9 million consisting of 8.6 million units at 45 cents each. Each unit consists of one common share and one-half of one non-transferable share purchase warrant. Each whole warrant is exercisable prior to March 25, 2010 to acquire an additional common share of the company at a price of $0.75 per whole share purchase warrant. Proceeds will be used for general working capital."
www.aspecthuntley.com.au/docserver/00830597.pdf?fileid=00830… - 08.04.08
"Jupiter Mines to Sign HOA for Iron Ore Rights at Pardoo
Jupiter Mines announced that it is in the process of finalising a formal agreement with Shaw River Resources to acquire the iron ore rights to tenement E45/3183. The tenement was subject to a Heads of Agreement prior to a ballot being held, with Jupiter acquiring the Iron Rights and Shaw acquiring the Mineral Rights if the other party was successful in winning the ballot. Shaw River Resources was subsequently successful in winning the ballot. Tenement E45/3183 is adjacent to Atlas Iron’s Pardoo Project area located approximately 100km north west of Port Hedland in the Pilbara of Western Australia."
"Jupiter Mines to Sign HOA for Iron Ore Rights at Pardoo
Jupiter Mines announced that it is in the process of finalising a formal agreement with Shaw River Resources to acquire the iron ore rights to tenement E45/3183. The tenement was subject to a Heads of Agreement prior to a ballot being held, with Jupiter acquiring the Iron Rights and Shaw acquiring the Mineral Rights if the other party was successful in winning the ballot. Shaw River Resources was subsequently successful in winning the ballot. Tenement E45/3183 is adjacent to Atlas Iron’s Pardoo Project area located approximately 100km north west of Port Hedland in the Pilbara of Western Australia."
www.pertambangan.org/2008/04/08/territory-resources-to-spend…
-08.04.08
"Territory Resources To Spend AU$25M On Expansion of Frances Creek Iron Ore Project
Territory Resources announced today it has committed to spend $25 million over the next two years with the aim of substantially expanding its high grade resource base and extend mine life at the Frances Creek iron ore project.
Territory Resources Chairman Michael Kiernan said the Company was focused on delivering a steady increase in production at Frances Creek, backed by substantial exploration of largely under-explored areas.
“The immediate focus of exploration is the expansion of near-mine reserves and resources including the areas adjacent to the known deposits,” Mr Kiernan said.
“A budget of $12 million including in excess of 100,000m of RC drilling, has been approved for the 2008 calendar year, with three drilling rigs engaged to undertake the works.
“The sustainability of exploration drilling during the wet season will be boosted by the introduction of a track mounted RC drilling rig later in the year.”
Frances Creek currently has 5mt of reserves @ 61.3% Fe, with indicated and inferred resources of 10.1mt @ 60.47% Fe.
Mr Kiernan said Frances Creek has significant areas that have been largely unexplored by modern techniques, including 12 - 14 km of strike which would be targeted through the current program.
The northern tenements at Frances Creek contain significant potential for further discovery. The tenements lie on the northern extension of the Frances Creek structure, and sporadic outcrops exist along the structure with minimal work has been completed on the tenements to date.
“The style of mineralisation in the region tends to be under modest cover, and therefore has remained generally unexplored and undiscovered,” Mr Kiernan said.
“Having taken Frances Creek into production, our aim has been to use cashflow to realise the significant production expansion opportunities,” Mr Kiernan said.
“Our strategy is to discover, dig and deliver as much as possible over the coming three years, capitalise on the strength in the iron ore market and develop future earning streams,” he said. To drive its comprehensive exploration program, Territory has recently appointed Ian Hassall as Exploration Manager. Ian has considerable iron ore experience in the Pilbara, both as a mine geologist and in exploration. His experience includes various iron ore deposition styles including Brockman, Marra Mamba, Nimingarra and pisolite iron deposits.
Territory has also undertaken a complete review of the available geological information from current and historical records for Frances Creek, including collation of all geophysical, mine geology and drilling information.
A helicopter-borne, electromagnetic survey and a multi-spectral survey were conducted late in 2007, and results from these are being incorporated in the proposed exploration programme. A structural study of the mine-site and adjacent areas is also planned to generate further understanding of the geological controls, especially in relation to the fold closures and hinge areas of the structure.
“Incorporation of historical data, combined with our recent electromagnetic survey results and will underpin Territory’s drilling program over the next twelve months,” Mr Kiernan said.
About Territory Resources Ltd:
Territory Resources Ltd is an ASX-listed (ASX: TTY.AX) carbon steel company, with iron ore resources in Australia’s Northern Territory. All of the Company’s assets are located in the Northern Territory of Australia where four projects have been identified
Contact:
Michael Kiernan
Chairman
Tel: +61 (0) 8 9324 7000
Mob: +61 (0)418 904 165
Source: Territory Resources Ltd"
-08.04.08
"Territory Resources To Spend AU$25M On Expansion of Frances Creek Iron Ore Project
Territory Resources announced today it has committed to spend $25 million over the next two years with the aim of substantially expanding its high grade resource base and extend mine life at the Frances Creek iron ore project.
Territory Resources Chairman Michael Kiernan said the Company was focused on delivering a steady increase in production at Frances Creek, backed by substantial exploration of largely under-explored areas.
“The immediate focus of exploration is the expansion of near-mine reserves and resources including the areas adjacent to the known deposits,” Mr Kiernan said.
“A budget of $12 million including in excess of 100,000m of RC drilling, has been approved for the 2008 calendar year, with three drilling rigs engaged to undertake the works.
“The sustainability of exploration drilling during the wet season will be boosted by the introduction of a track mounted RC drilling rig later in the year.”
Frances Creek currently has 5mt of reserves @ 61.3% Fe, with indicated and inferred resources of 10.1mt @ 60.47% Fe.
Mr Kiernan said Frances Creek has significant areas that have been largely unexplored by modern techniques, including 12 - 14 km of strike which would be targeted through the current program.
The northern tenements at Frances Creek contain significant potential for further discovery. The tenements lie on the northern extension of the Frances Creek structure, and sporadic outcrops exist along the structure with minimal work has been completed on the tenements to date.
“The style of mineralisation in the region tends to be under modest cover, and therefore has remained generally unexplored and undiscovered,” Mr Kiernan said.
“Having taken Frances Creek into production, our aim has been to use cashflow to realise the significant production expansion opportunities,” Mr Kiernan said.
“Our strategy is to discover, dig and deliver as much as possible over the coming three years, capitalise on the strength in the iron ore market and develop future earning streams,” he said. To drive its comprehensive exploration program, Territory has recently appointed Ian Hassall as Exploration Manager. Ian has considerable iron ore experience in the Pilbara, both as a mine geologist and in exploration. His experience includes various iron ore deposition styles including Brockman, Marra Mamba, Nimingarra and pisolite iron deposits.
Territory has also undertaken a complete review of the available geological information from current and historical records for Frances Creek, including collation of all geophysical, mine geology and drilling information.
A helicopter-borne, electromagnetic survey and a multi-spectral survey were conducted late in 2007, and results from these are being incorporated in the proposed exploration programme. A structural study of the mine-site and adjacent areas is also planned to generate further understanding of the geological controls, especially in relation to the fold closures and hinge areas of the structure.
“Incorporation of historical data, combined with our recent electromagnetic survey results and will underpin Territory’s drilling program over the next twelve months,” Mr Kiernan said.
About Territory Resources Ltd:
Territory Resources Ltd is an ASX-listed (ASX: TTY.AX) carbon steel company, with iron ore resources in Australia’s Northern Territory. All of the Company’s assets are located in the Northern Territory of Australia where four projects have been identified
Contact:
Michael Kiernan
Chairman
Tel: +61 (0) 8 9324 7000
Mob: +61 (0)418 904 165
Source: Territory Resources Ltd"
Wenn man sich mal überlegt,
daß auf 'Ulaan Ovoo' nur etwa 1/5 der Kohle(exklusive Inferred)
liegt(+wohl auch davon nur etwa 1/2 für die Studie berücksichtigt wurde) ...dann sieht das schon echt nett aus.
Länderrisiko muss man allerdings für sich selbst abschätzen
+sich dessen bewusst sein.
(haben wohl wirklich viele Szenarien durchgespielt/
sich Optionen offengelassen, ich musste das ganz schön "umarbeiten", hoffe ist alles gut ersichtlich)
www.redhillenergy.com/news/index.php?&content_id=127
"Apr 9, 2008
Transportation And Economic Assessment Study On Ulaan Ovoo Coal Project In Northern Mongolia Outlines Several Potentially Highly Profitable Transport Scenarios To Various Asian Markets
RED HILL TO COMMENCE PRE-FEASIBILITY STUDY AT ULAAN OVOO
Vancouver, British Columbia, April 9, 2008: Red Hill Energy (TSX-V:RH) reports that the recently completed Transportation and Economic Assessment study commissioned by the Company on its 100%-owned Ulaan Ovoo Coal Project in northern Mongolia indicates the project can be developed as a highly profitable mining operation with a potential Internal Rate of Return (IRR) ranging from 24% up to 56%, depending on various transportation and destination scenarios and a Net Present Value (NPV) at a 10% discount rate, of between USD 148.8 million and 509 million depending on transportation method and market targeted. (An increase in thermal coal price of just USD 20/tonne above the conservative estimates used in the report, well under current levels, would increase the NPV (10% discount rate) to greater than USD 1.2 billion and the IRR to over 130%.)
This extensive 70-page study, authored by senior Professors at the Mining Management Department of the Mongolian University of Science and Technology in Ulaanbaatar, Mongolia, assessed economics based on half of the project’s estimated recoverable reserves (78 of 142 million tonnes) initially mined at 6 million tonnes per year over 13 years, with potential for a combined 20-25 year mine life. However, considering results of the 2006 Scoping Study completed by Behre Dohlbear (USA), the project could be considerably larger. The Scoping Study identified a total of 208.8 million tonnes of coal resources at Ulaan Ovoo, which would be sufficient to support a 34-40 year mine life. These additional resources were not considered in the current conservative study.
The Ulaan Ovoo Coal Project is in northern Mongolia, 8 kilometers from the Russian border and approximately 120 kilometers west of the Trans-Mongolian Railroad. Mongolia is linked by rail to its neighbors, China to the south and Russia to the north. China is the world's largest coal consumer, and Russia's eastern seaboard is one of the world's largest coal exporting regions. Ulaan Ovoo coal is high quality thermal coal similar to that of Russia's eastern seaboard, which receives some of the highest equivalent coal sale prices in the world.
The current study provides the first-ever detailed transportation analysis specific to the Ulaan Ovoo Coal Project. The study evaluated the economics of eight different transportation scenarios for delivering Ulaan Ovoo coal to the world’s largest coal markets. In six of the scenarios, coal would be shipped to the eastern seaport of Vostochny near Vladivostok, Russia, sold and then later independently shipped primarily to Japan, South Korea, and Taiwan (the three largest coal importing nations in the world) as well as to other seaports in Asia and elsewhere in the world. Two scenarios consider exporting coal to China in order to support China's growing demand for thermal coal. The options were further broken down by new railroad construction and the rental or purchase of trains as well as transport in trucks to existing railway stations.
Mr. Ranjeet Sundher, Red Hill's President, stated today that: “The conclusions of the Transportation and Economic Assessment of our Ulaan Ovoo Coal Project are very positive for Red Hill Energy, its shareholders and the people of Mongolia.”
Based on the results of this study, the Company now plans to initiate an independent Pre-Feasibility Study for the Ulaan Ovoo Project. Details of this planned study will be outlined in a forthcoming press release. The Company also plans to commission a similar detailed Transportation and Economic Assessment Study for its two other coal projects, Chandgana Tal and Chandgana Khavtgai, which together contain 798.3 million tonnes of high quality thermal coal (329.0 million tonnes Measured, 469.3 million tonnes Indicated) plus an additional 409.0 million Inferred tonnes of coal.
The two Chandgana projects are located approximately 150 kilometres from rail spurs linking to the Trans-Mongolian Railroad.
Specifics of the Ulaan Ovoo Economic and Transport Study are outlined below:
Scenario 1 – New 117 kilometre railroad is built to Dzida Railway Station, Russia. The coal is shipped through the territory of Russia to the port of Vladivostok and sold, enabling it to be resold to third countries.
Scenario 1A – Locomotives are rented from the railroad company.
Scenario 1B – Locomotives are purchased by the mine.
Scenario 2 – A new 120 kilometre railroad is built to Shaamar Railiway Station, Mongolia. The coal is shipped on the Trans-Mongolian Railroad through the railway port of Sukhbaatar at the northern border to Dzida Railway Station, Russia. Shipments continue from there to Vladivostok.
Scenario 2A – Locomotives are rented from the railroad company.
Scenario 2B – Locomotives are purchased by the mine.
Scenario 3 – A new 120 kilometre railroad is built to Shaamar Railway Station, Mongolia. Coal is shipped south along the Trans-Mongolian Railroad to the border port of Zamiin Uud and into China to be sold on the domestic market. Locomotives are purchased by the mine.
Scenario 4 – Trucks are used to transport the coal to the chosen railway station. The existing roads are upgraded to handle the increased traffic.
Scenario 4A – Coal is transported by truck to Dzida Railway Station, Russia, where it is transported by train to Vladivostok for sale at the eastern seaboard.
Scenario 4B – Coal is transported by truck to Shamaar Railway Station, Mongolia, where it is transported by train across the Mongolian border to Vladivostok for sale at the eastern seaboard.
Scenario 4C – Coal is transported by truck to Shamaar Railway Station, Mongolia, where it is transported by train south into China.
For each scenario, the estimated total mining production, operation and transportation costs were compared against the anticipated revenues at an annual production of 6 million tonnes. The results, shown below, indicate that the Ulaan Ovoo Project is profitable in all scenarios.
The most profitable scenario is 4A and would involve truck transport of coal to the existing Dzida Railway Station followed by rail transport to Vostochny Port. This scenario also involves the lowest capital expenditures and has a payback time of only 4 years.
The following table (Table 1) outlines scenarios for transporting Ulaan Ovoo coal to Russia’s coal export terminals located on the Russia’s Eastern Seaboard. The table can also be viewed on the Company’s website at www.redhillenergy.com.
Table 1. Russian Transportation Scenarios
.............Dzida, Russia (117 km) Shaamar, Mong.(120 km)
Method of Transport to Station..Railroad.........Railroad
Item....................Road..Rent..Purchase.Road.Rent..Purchase
Szenario..........4A....1A....1B......4B....2A....2B(all $)
Total Capital Investment.291.5.335,8..366,5..292,3..337,6.374,1
Annual Sales Revenue......420...420...420....420....420...420
Annual Corp. Income Tax...32,3..32,9..32,6...26,1...31,2..30,8
Net annual Profit..98,3..100,3.99,5...79,8...95,2..93,8
Production Cost(US$/t*)...13,73.13,73.13,73..13,73..13,73.13,73
Transportation Cost*......27,83.27,4..27,55..32,03..27,38.28,69
Total Cost(incl. taxes)*..53,6..53,3..53,4...56,7...54,1..54,4
Sale Price (fob)*.........70....70....70.....70.....70....70
Net Profit*........16,4..16,7..16,6...13,3...15,9..15,6
NPV(10% disc.r.)...509,4.486,1.482,6..364,4..451,6.433,2
Internal rate of Return(IRR - Percent)
..........................56%...46%...41%....45%....43%...38%
Payback(years).....4.....4.....5......5......5.....5
The following table (Table 2) outlines scenarios for transporting Ulaan Ovoo into China, the world’s largest coal consuming nation. This table can also be viewed on the Company’s website at www.redhillenergy.com.
Table 2. Chinese Transportation Scenarios
Method of Transport to Station
...Rail Loading Station....Shaamar, Mongolia(120km)
Item.......................Railroad....Road
Szenario...................3...........4C
Total Capital Investment...337,6.......292,3
Annual Sales Revenue.......300.........300
Annual Corp. Inc. Tax......19,6........13,7
Net annual profit...60,3........42,6
Production Cost(US $/t*)...13,73.......13,73
Total Cost(incl. taxes)*...39,9........42,7
Sale Price.................50..........50
Net Profit(pertonne)10,10.......7,3
NPV(10% dic. rate...226,8.......148,8
Internal Rate of Return(IRR - Percent)
...........................27%.........24%
Payback(years).............5...........6
The study used very conservative price estimates of USD 70/tonne for Vostochny Port and USD 50/tonne for the Chinese market. With thermal coal now receiving over USD 130/tonne at Vostochny Port (Argus Media) and Chinese steam coal prices over USD 70/tonne (Barlow Jonker), the project may be significantly more profitable than estimated. Several major Asian economies (Japan, South Korea, and Taiwan) rely almost entirely on imported coal, and China’s own coal production cannot keep pace with its rapidly expanding economy.
Exporting coal to China is cheaper than shipping through Russia and there is demand for Mongolian coal in China. In 2007, China imported over 3 million tonnes of coal from Mongolia (Barlow Jonker). Last year, China became a net importer of coal as its growing demand for energy outstripped domestic production. As domestic coal prices continue to rise and the country continues to import Mongolian coal, this scenario may become even more promising.
The high spot prices at Vostochny Port (among the highest in the world) make transporting coal through Russia the most profitable scenario. Depending on the demand for coal in both markets and the transport scenario chosen, it would be possible to sell to both markets simultaneously.
Some highlights from the Economic Assessment:
* The quality of Ulaan Ovoo coal meets the standards for coals exported to the East Asian markets of Japan, South Korea and China.
* Recent increases in world coal prices and the increase in Asian coal demand have created a favourable environment for exportation of coals from Mongolia.
* There is a good opportunity for Mongolia to ship coals through Russia to the eastern seaport of Vladivostok and Vostochny Port.
* Even at these conservative prices, average annual profits of the Ulaan Ovoo coal mine would be around USD 100 million for the three best scenarios.
* One tonne of coal will cost an estimated USD 13.73 to produce.
* The project's NPV (10% discount rate) ranges from USD 364.4 million to 509.4 million for coal exported through Russia, and from USD 148.8 million to 226.8 million for coal shipped to China.
* The scenario with the highest NPV – USD 509 million – would transport the coal in trucks to the nearest Russian rail station and thus minimize the rail expense. This scenario also has the lowest total capital investment and an internal rate of return of 56%.
* An increase in coal price of just USD 20/tonne (well under current levels) would increase the NPV (10% discount rate) to USD > 1.2 billion and the IRR to over 130%.
ABOUT RED HILL ENERGY INC.
Red Hill Energy Inc. is a junior resource company trading on the TSX-Venture Exchange under the trading symbol RH. The Company is advancing over one billion tonnes of 100% owned coal from two Mongolian coal basins towards production. Red Hill also has multiple uranium properties and several gold and copper exploration projects located throughout Mongolia. Red Hill has a strategic alliance with Mega Uranium Ltd. to jointly develop its uranium assets and has a full-time office in Mongolia's capital, Ulaanbaatar.
Red Hill Energy Inc.
G. Arnold Armstrong – Chairman and CEO
Ranjeet Sundher - President
For further information:
Paul McKenzie (Director):
Telephone 604.642.COAL (2625)
Email: info@redhillenergy.com
www.redhillenergy.com
European Investor Inquiries can be directed to:
Nick Fuller
Fuller & Associates Ltd. of London, UK
Tel: +44 (0) 20 7256 5204
The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release."
Hab da jetzt eine Weile dran rumgebastelt,
bei mir hat's, speziell die Tabellen natürlich,
in der Anzeige 1A hingehauen,
hoffe auch nach dem posten, bin mir da aber
-leider mal wieder- nicht wirklich sicher.
bin mal auf die Studie für's 2te Projekt gespannt.
Ppeye
daß auf 'Ulaan Ovoo' nur etwa 1/5 der Kohle(exklusive Inferred)
liegt(+wohl auch davon nur etwa 1/2 für die Studie berücksichtigt wurde) ...dann sieht das schon echt nett aus.
Länderrisiko muss man allerdings für sich selbst abschätzen
+sich dessen bewusst sein.
(haben wohl wirklich viele Szenarien durchgespielt/
sich Optionen offengelassen, ich musste das ganz schön "umarbeiten", hoffe ist alles gut ersichtlich)
www.redhillenergy.com/news/index.php?&content_id=127
"Apr 9, 2008
Transportation And Economic Assessment Study On Ulaan Ovoo Coal Project In Northern Mongolia Outlines Several Potentially Highly Profitable Transport Scenarios To Various Asian Markets
RED HILL TO COMMENCE PRE-FEASIBILITY STUDY AT ULAAN OVOO
Vancouver, British Columbia, April 9, 2008: Red Hill Energy (TSX-V:RH) reports that the recently completed Transportation and Economic Assessment study commissioned by the Company on its 100%-owned Ulaan Ovoo Coal Project in northern Mongolia indicates the project can be developed as a highly profitable mining operation with a potential Internal Rate of Return (IRR) ranging from 24% up to 56%, depending on various transportation and destination scenarios and a Net Present Value (NPV) at a 10% discount rate, of between USD 148.8 million and 509 million depending on transportation method and market targeted. (An increase in thermal coal price of just USD 20/tonne above the conservative estimates used in the report, well under current levels, would increase the NPV (10% discount rate) to greater than USD 1.2 billion and the IRR to over 130%.)
This extensive 70-page study, authored by senior Professors at the Mining Management Department of the Mongolian University of Science and Technology in Ulaanbaatar, Mongolia, assessed economics based on half of the project’s estimated recoverable reserves (78 of 142 million tonnes) initially mined at 6 million tonnes per year over 13 years, with potential for a combined 20-25 year mine life. However, considering results of the 2006 Scoping Study completed by Behre Dohlbear (USA), the project could be considerably larger. The Scoping Study identified a total of 208.8 million tonnes of coal resources at Ulaan Ovoo, which would be sufficient to support a 34-40 year mine life. These additional resources were not considered in the current conservative study.
The Ulaan Ovoo Coal Project is in northern Mongolia, 8 kilometers from the Russian border and approximately 120 kilometers west of the Trans-Mongolian Railroad. Mongolia is linked by rail to its neighbors, China to the south and Russia to the north. China is the world's largest coal consumer, and Russia's eastern seaboard is one of the world's largest coal exporting regions. Ulaan Ovoo coal is high quality thermal coal similar to that of Russia's eastern seaboard, which receives some of the highest equivalent coal sale prices in the world.
The current study provides the first-ever detailed transportation analysis specific to the Ulaan Ovoo Coal Project. The study evaluated the economics of eight different transportation scenarios for delivering Ulaan Ovoo coal to the world’s largest coal markets. In six of the scenarios, coal would be shipped to the eastern seaport of Vostochny near Vladivostok, Russia, sold and then later independently shipped primarily to Japan, South Korea, and Taiwan (the three largest coal importing nations in the world) as well as to other seaports in Asia and elsewhere in the world. Two scenarios consider exporting coal to China in order to support China's growing demand for thermal coal. The options were further broken down by new railroad construction and the rental or purchase of trains as well as transport in trucks to existing railway stations.
Mr. Ranjeet Sundher, Red Hill's President, stated today that: “The conclusions of the Transportation and Economic Assessment of our Ulaan Ovoo Coal Project are very positive for Red Hill Energy, its shareholders and the people of Mongolia.”
Based on the results of this study, the Company now plans to initiate an independent Pre-Feasibility Study for the Ulaan Ovoo Project. Details of this planned study will be outlined in a forthcoming press release. The Company also plans to commission a similar detailed Transportation and Economic Assessment Study for its two other coal projects, Chandgana Tal and Chandgana Khavtgai, which together contain 798.3 million tonnes of high quality thermal coal (329.0 million tonnes Measured, 469.3 million tonnes Indicated) plus an additional 409.0 million Inferred tonnes of coal.
The two Chandgana projects are located approximately 150 kilometres from rail spurs linking to the Trans-Mongolian Railroad.
Specifics of the Ulaan Ovoo Economic and Transport Study are outlined below:
Scenario 1 – New 117 kilometre railroad is built to Dzida Railway Station, Russia. The coal is shipped through the territory of Russia to the port of Vladivostok and sold, enabling it to be resold to third countries.
Scenario 1A – Locomotives are rented from the railroad company.
Scenario 1B – Locomotives are purchased by the mine.
Scenario 2 – A new 120 kilometre railroad is built to Shaamar Railiway Station, Mongolia. The coal is shipped on the Trans-Mongolian Railroad through the railway port of Sukhbaatar at the northern border to Dzida Railway Station, Russia. Shipments continue from there to Vladivostok.
Scenario 2A – Locomotives are rented from the railroad company.
Scenario 2B – Locomotives are purchased by the mine.
Scenario 3 – A new 120 kilometre railroad is built to Shaamar Railway Station, Mongolia. Coal is shipped south along the Trans-Mongolian Railroad to the border port of Zamiin Uud and into China to be sold on the domestic market. Locomotives are purchased by the mine.
Scenario 4 – Trucks are used to transport the coal to the chosen railway station. The existing roads are upgraded to handle the increased traffic.
Scenario 4A – Coal is transported by truck to Dzida Railway Station, Russia, where it is transported by train to Vladivostok for sale at the eastern seaboard.
Scenario 4B – Coal is transported by truck to Shamaar Railway Station, Mongolia, where it is transported by train across the Mongolian border to Vladivostok for sale at the eastern seaboard.
Scenario 4C – Coal is transported by truck to Shamaar Railway Station, Mongolia, where it is transported by train south into China.
For each scenario, the estimated total mining production, operation and transportation costs were compared against the anticipated revenues at an annual production of 6 million tonnes. The results, shown below, indicate that the Ulaan Ovoo Project is profitable in all scenarios.
The most profitable scenario is 4A and would involve truck transport of coal to the existing Dzida Railway Station followed by rail transport to Vostochny Port. This scenario also involves the lowest capital expenditures and has a payback time of only 4 years.
The following table (Table 1) outlines scenarios for transporting Ulaan Ovoo coal to Russia’s coal export terminals located on the Russia’s Eastern Seaboard. The table can also be viewed on the Company’s website at www.redhillenergy.com.
Table 1. Russian Transportation Scenarios
.............Dzida, Russia (117 km) Shaamar, Mong.(120 km)
Method of Transport to Station..Railroad.........Railroad
Item....................Road..Rent..Purchase.Road.Rent..Purchase
Szenario..........4A....1A....1B......4B....2A....2B(all $)
Total Capital Investment.291.5.335,8..366,5..292,3..337,6.374,1
Annual Sales Revenue......420...420...420....420....420...420
Annual Corp. Income Tax...32,3..32,9..32,6...26,1...31,2..30,8
Net annual Profit..98,3..100,3.99,5...79,8...95,2..93,8
Production Cost(US$/t*)...13,73.13,73.13,73..13,73..13,73.13,73
Transportation Cost*......27,83.27,4..27,55..32,03..27,38.28,69
Total Cost(incl. taxes)*..53,6..53,3..53,4...56,7...54,1..54,4
Sale Price (fob)*.........70....70....70.....70.....70....70
Net Profit*........16,4..16,7..16,6...13,3...15,9..15,6
NPV(10% disc.r.)...509,4.486,1.482,6..364,4..451,6.433,2
Internal rate of Return(IRR - Percent)
..........................56%...46%...41%....45%....43%...38%
Payback(years).....4.....4.....5......5......5.....5
The following table (Table 2) outlines scenarios for transporting Ulaan Ovoo into China, the world’s largest coal consuming nation. This table can also be viewed on the Company’s website at www.redhillenergy.com.
Table 2. Chinese Transportation Scenarios
Method of Transport to Station
...Rail Loading Station....Shaamar, Mongolia(120km)
Item.......................Railroad....Road
Szenario...................3...........4C
Total Capital Investment...337,6.......292,3
Annual Sales Revenue.......300.........300
Annual Corp. Inc. Tax......19,6........13,7
Net annual profit...60,3........42,6
Production Cost(US $/t*)...13,73.......13,73
Total Cost(incl. taxes)*...39,9........42,7
Sale Price.................50..........50
Net Profit(pertonne)10,10.......7,3
NPV(10% dic. rate...226,8.......148,8
Internal Rate of Return(IRR - Percent)
...........................27%.........24%
Payback(years).............5...........6
The study used very conservative price estimates of USD 70/tonne for Vostochny Port and USD 50/tonne for the Chinese market. With thermal coal now receiving over USD 130/tonne at Vostochny Port (Argus Media) and Chinese steam coal prices over USD 70/tonne (Barlow Jonker), the project may be significantly more profitable than estimated. Several major Asian economies (Japan, South Korea, and Taiwan) rely almost entirely on imported coal, and China’s own coal production cannot keep pace with its rapidly expanding economy.
Exporting coal to China is cheaper than shipping through Russia and there is demand for Mongolian coal in China. In 2007, China imported over 3 million tonnes of coal from Mongolia (Barlow Jonker). Last year, China became a net importer of coal as its growing demand for energy outstripped domestic production. As domestic coal prices continue to rise and the country continues to import Mongolian coal, this scenario may become even more promising.
The high spot prices at Vostochny Port (among the highest in the world) make transporting coal through Russia the most profitable scenario. Depending on the demand for coal in both markets and the transport scenario chosen, it would be possible to sell to both markets simultaneously.
Some highlights from the Economic Assessment:
* The quality of Ulaan Ovoo coal meets the standards for coals exported to the East Asian markets of Japan, South Korea and China.
* Recent increases in world coal prices and the increase in Asian coal demand have created a favourable environment for exportation of coals from Mongolia.
* There is a good opportunity for Mongolia to ship coals through Russia to the eastern seaport of Vladivostok and Vostochny Port.
* Even at these conservative prices, average annual profits of the Ulaan Ovoo coal mine would be around USD 100 million for the three best scenarios.
* One tonne of coal will cost an estimated USD 13.73 to produce.
* The project's NPV (10% discount rate) ranges from USD 364.4 million to 509.4 million for coal exported through Russia, and from USD 148.8 million to 226.8 million for coal shipped to China.
* The scenario with the highest NPV – USD 509 million – would transport the coal in trucks to the nearest Russian rail station and thus minimize the rail expense. This scenario also has the lowest total capital investment and an internal rate of return of 56%.
* An increase in coal price of just USD 20/tonne (well under current levels) would increase the NPV (10% discount rate) to USD > 1.2 billion and the IRR to over 130%.
ABOUT RED HILL ENERGY INC.
Red Hill Energy Inc. is a junior resource company trading on the TSX-Venture Exchange under the trading symbol RH. The Company is advancing over one billion tonnes of 100% owned coal from two Mongolian coal basins towards production. Red Hill also has multiple uranium properties and several gold and copper exploration projects located throughout Mongolia. Red Hill has a strategic alliance with Mega Uranium Ltd. to jointly develop its uranium assets and has a full-time office in Mongolia's capital, Ulaanbaatar.
Red Hill Energy Inc.
G. Arnold Armstrong – Chairman and CEO
Ranjeet Sundher - President
For further information:
Paul McKenzie (Director):
Telephone 604.642.COAL (2625)
Email: info@redhillenergy.com
www.redhillenergy.com
European Investor Inquiries can be directed to:
Nick Fuller
Fuller & Associates Ltd. of London, UK
Tel: +44 (0) 20 7256 5204
The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release."
Hab da jetzt eine Weile dran rumgebastelt,
bei mir hat's, speziell die Tabellen natürlich,
in der Anzeige 1A hingehauen,
hoffe auch nach dem posten, bin mir da aber
-leider mal wieder- nicht wirklich sicher.
bin mal auf die Studie für's 2te Projekt gespannt.
P
peye
-Klondike Star Mineral
Depotupdate
(hab das mit den Google-Docs noch nicht so wirklich
hinbekommen, wie ich das wollte und mir erhofft hatte,
deswegen mal erstmal die "Light/Spar-Version")...
Company............................Performance(%)
Mosquito Consolidated.......................-7,2
Carnavale Resources.........................-50
Stonehenge Metals...........................-15,3
Central Petroleum............................18
Longview Capital Partners...................-42,2
Red Hill Energy.............................-13
Adriana Resources...........................-16,6
Cuervo Resources............................-11,5
Alberta Oilsands............................-33,3
Continental Precious........................-28,5
DMC Mining...................................14,1
HE-5 Resources..............................-61,6
China Holdings..............................-12,1
Gossan Resources............................-15
Eagle Plains Resources......................-12,2
Tertiary Minerals Plc.......................-21,7
Globe Uranium................................90,1
Platinex....................................-10
Castle Minerals..............................82,5
Regency Mines Plc............................0
_________________________________________________
Wie erwähnt sieht es insgesamt nicht wirklich
toll aus, ein paar Positionen -speziell 'Longview' und
'Carnavale'- tun echt weh, aber so ist das nun mal,
wenn man es mit Weitblick versucht,
trotzdem gibts meinerseits im Moment nicht
die kleinsten Bedenken hinsichtlich wirklich sehr
sehr großer Ziele +Vorhaben.
Ppeye
(hab das mit den Google-Docs noch nicht so wirklich
hinbekommen, wie ich das wollte und mir erhofft hatte,
deswegen mal erstmal die "Light/Spar-Version")...
Company............................Performance(%)
Mosquito Consolidated.......................-7,2
Carnavale Resources.........................-50
Stonehenge Metals...........................-15,3
Central Petroleum............................18
Longview Capital Partners...................-42,2
Red Hill Energy.............................-13
Adriana Resources...........................-16,6
Cuervo Resources............................-11,5
Alberta Oilsands............................-33,3
Continental Precious........................-28,5
DMC Mining...................................14,1
HE-5 Resources..............................-61,6
China Holdings..............................-12,1
Gossan Resources............................-15
Eagle Plains Resources......................-12,2
Tertiary Minerals Plc.......................-21,7
Globe Uranium................................90,1
Platinex....................................-10
Castle Minerals..............................82,5
Regency Mines Plc............................0
_________________________________________________
Wie erwähnt sieht es insgesamt nicht wirklich
toll aus, ein paar Positionen -speziell 'Longview' und
'Carnavale'- tun echt weh, aber so ist das nun mal,
wenn man es mit Weitblick versucht,
trotzdem gibts meinerseits im Moment nicht
die kleinsten Bedenken hinsichtlich wirklich sehr
sehr großer Ziele +Vorhaben.
P
peye
bin mir nicht ganz sicher, ob schonmal aufgeführt,
ansonsten sicherheitshalber nochmal:
-G4G Resources
Derzeit sehr kleines Unternehmen, haben sich zuletzt ein recht
großes Propertyportfolio aufgebaut, Fokus komplett auf Iron,
die Gebiete an sich sollten wirklich sehr interessant sein,
mal schnell überschlagen Bewertung um die 5-6Mio E f.d. glaub ich,
haben sich zuletzt aber kurzfristig auch fast ver4facht
-wobei das bei so einer Unternehmengröße(kommt wohl auf die
Story drauf an), nicht wirklich allzu aussagekräftig ist.
Hier könnte meinem derzeitigen Eindruck nach wirklich
viel passieren, konkretes ist allerdings im Moment
noch nicht abzusehen,
da werden auch erst noch eine Menge eingehenderer
Infos von Nöten sein.
HPage
www.g4gresources.com
Presentation - 03.08
www.g4gresources.com/uploads/2008-03-24_--_G4G_Corporate_Pre…
ansonsten sicherheitshalber nochmal:
-G4G Resources
Derzeit sehr kleines Unternehmen, haben sich zuletzt ein recht
großes Propertyportfolio aufgebaut, Fokus komplett auf Iron,
die Gebiete an sich sollten wirklich sehr interessant sein,
mal schnell überschlagen Bewertung um die 5-6Mio E f.d. glaub ich,
haben sich zuletzt aber kurzfristig auch fast ver4facht
-wobei das bei so einer Unternehmengröße(kommt wohl auf die
Story drauf an), nicht wirklich allzu aussagekräftig ist.
Hier könnte meinem derzeitigen Eindruck nach wirklich
viel passieren, konkretes ist allerdings im Moment
noch nicht abzusehen,
da werden auch erst noch eine Menge eingehenderer
Infos von Nöten sein.
HPage
www.g4gresources.com
Presentation - 03.08
www.g4gresources.com/uploads/2008-03-24_--_G4G_Corporate_Pre…
'China Holdings' zu 0,045$ raus(obwohl ich's so gut wie möglich vermeiden möchte im Minus auszusteigen),
'Rey Resources', 112.359St. zu 0,089E für 9.999,95E rein,
damit wieder alles komplett belegt.
Nächste Hoffnung liegt auf dem 1sten Wert,
der hoffentlich in absehbarer Zeit 100% erreicht,
abrechnen mach ich in Kürze, mal schaun.
'Rey Resources', 112.359St. zu 0,089E für 9.999,95E rein,
damit wieder alles komplett belegt.
Nächste Hoffnung liegt auf dem 1sten Wert,
der hoffentlich in absehbarer Zeit 100% erreicht,
abrechnen mach ich in Kürze, mal schaun.
Antwort auf Beitrag Nr.: 33.876.733 von Popeye82 am 14.04.08 02:49:06Hallo,
kurze Frage. Ist das jetzt ein langfrist
oder Tradingdepot? Grüße Peratron
kurze Frage. Ist das jetzt ein langfrist
oder Tradingdepot? Grüße Peratron
Antwort auf Beitrag Nr.: 33.877.955 von Peratron am 14.04.08 10:54:22
Hey Peratron,
grundsätzlich soll das eigentlich ein(ziemlich) langfristiges
Depot werden, i.d. Regel wohl mit einem Anlagehorizont von
vielleicht 2-5 Jahren.
Kam zuletzt vielleicht ein bisschen falsch rüber,
das sollten noch eine Art "finale Depotoptimierungen" sein.
Der größte Teil, oder alles?, wird jetzt voraussichtlich
sehr lange gehalten, allerdings bei theoretisch ab
100%+ -und dann natürlich in gleichen Schritten-
werde ich immer wieder überlegen, besagte 100% rauszunehmen,
zum einen um auch etwas aktiv sein zu können,
zum anderen auch speziell als Strategie.
Wenn ich das wirklich über Jahre durchziehen sollte,
dann sag ich lieber nicht, was ich hier vorhabe
-könnte Gefahr laufen sich leicht realitätsfern anzuhören.
Aber ich will's auch viel lieber zeigen.
"Throughout all my years of investing,
I' ve found that the big money was never made
in the buying or selling.
The big money was made in the waiting."
-Jesse Livermoore-
Hey Peratron,
grundsätzlich soll das eigentlich ein(ziemlich) langfristiges
Depot werden, i.d. Regel wohl mit einem Anlagehorizont von
vielleicht 2-5 Jahren.
Kam zuletzt vielleicht ein bisschen falsch rüber,
das sollten noch eine Art "finale Depotoptimierungen" sein.
Der größte Teil, oder alles?, wird jetzt voraussichtlich
sehr lange gehalten, allerdings bei theoretisch ab
100%+ -und dann natürlich in gleichen Schritten-
werde ich immer wieder überlegen, besagte 100% rauszunehmen,
zum einen um auch etwas aktiv sein zu können,
zum anderen auch speziell als Strategie.
Wenn ich das wirklich über Jahre durchziehen sollte,
dann sag ich lieber nicht, was ich hier vorhabe
-könnte Gefahr laufen sich leicht realitätsfern anzuhören.
Aber ich will's auch viel lieber zeigen.
"Throughout all my years of investing,
I' ve found that the big money was never made
in the buying or selling.
The big money was made in the waiting."
-Jesse Livermoore-
"Fairstar still pushing ahead with Golden West bid
Monday, 14 April 2008
Kate Haycock
IN WHAT many may see as an overly optimistic move in the wake of the Opes Prime collapse, junior explorer Fairstar Resources has extended its takeover offer for Golden West Resources until May 11."
Monday, 14 April 2008
Kate Haycock
IN WHAT many may see as an overly optimistic move in the wake of the Opes Prime collapse, junior explorer Fairstar Resources has extended its takeover offer for Golden West Resources until May 11."
"Portman snaps up more Golden West shares
Thursday, 10 April 2008
Kate Haycock
IRON ore producer Portman Limited has picked up another tranche of takeover target Golden West Resources’ shares, further cementing its holding in the company."
Thursday, 10 April 2008
Kate Haycock
IRON ore producer Portman Limited has picked up another tranche of takeover target Golden West Resources’ shares, further cementing its holding in the company."
"Iron ore results lift Accent
Friday, 11 April 2008
SHARES in magnetite hopeful Accent Resources leapt 54% in intraday trading on the back of drill results from its Mt Gibson joint venture project with Mawson West."
Muss erst nochmal gucken ob 'Accent' schon dabei war,
glaube aber schon.
Friday, 11 April 2008
SHARES in magnetite hopeful Accent Resources leapt 54% in intraday trading on the back of drill results from its Mt Gibson joint venture project with Mawson West."
Muss erst nochmal gucken ob 'Accent' schon dabei war,
glaube aber schon.
"Wilcherry ore responding well to processing: Ironclad
Thursday, 10 April 2008
EMERGING magnetite play Ironclad has recovered high-grade iron from recovery trials at its Wilcherry Hill magnetite project in South Australia’s Eyre Peninsula."
Open Briefing Update (www.corporatefile.com.au) - 03.04.08
www.ironcladmining.com/images/stories/asx/2008/openbriefing0…
Excellent Recoveries from all Magnetite Ore Types - 09.04.08
www.ironcladmining.com/images/stories/asx/2008/asx09042008.p…
Thursday, 10 April 2008
EMERGING magnetite play Ironclad has recovered high-grade iron from recovery trials at its Wilcherry Hill magnetite project in South Australia’s Eyre Peninsula."
Open Briefing Update (www.corporatefile.com.au) - 03.04.08
www.ironcladmining.com/images/stories/asx/2008/openbriefing0…
Excellent Recoveries from all Magnetite Ore Types - 09.04.08
www.ironcladmining.com/images/stories/asx/2008/asx09042008.p…
"Study’s completion heralds advancement of North African project
Tuesday, 8 April 2008
Charlotte Dudley
THE completion of a definitive feasibility study has paved the way for financing and development of the Guelb el Aouj iron ore project in Mauritania."
(Sphere Investments)
Tuesday, 8 April 2008
Charlotte Dudley
THE completion of a definitive feasibility study has paved the way for financing and development of the Guelb el Aouj iron ore project in Mauritania."
(Sphere Investments)
Venture Minerals
Drilling at Mount Lindsay continues to deliver - intersecting 46m @ 36.9% Fe - 19.03.08
www.ventureminerals.com.au/documents/VMS0083DrillingatMountL…
Kurzfassung, Ergebnisse:
"Intervall.Grade, FE[/b]
46m...............36,9%
32m...............41,1%
22m...............36,2%
28m...............30,1%
38m...............31,8%
12m...............41,1%
6m................22,5"
Sehr viel interessanter könnte sich aber eventuell
eine fast 1nen Monat ältere Meldung herausstellen...
New Magnetic Survey Confirms 18km of untested drill targets at Mount Lindsay - 29.02.08
www.ventureminerals.com.au/documents/VMS0076NewMagneticSurve…
Drilling at Mount Lindsay continues to deliver - intersecting 46m @ 36.9% Fe - 19.03.08
www.ventureminerals.com.au/documents/VMS0083DrillingatMountL…
Kurzfassung, Ergebnisse:
"Intervall.Grade, FE[/b]
46m...............36,9%
32m...............41,1%
22m...............36,2%
28m...............30,1%
38m...............31,8%
12m...............41,1%
6m................22,5"
Sehr viel interessanter könnte sich aber eventuell
eine fast 1nen Monat ältere Meldung herausstellen...
New Magnetic Survey Confirms 18km of untested drill targets at Mount Lindsay - 29.02.08
www.ventureminerals.com.au/documents/VMS0076NewMagneticSurve…
Antwort auf Beitrag Nr.: 33.881.466 von Popeye82 am 14.04.08 17:27:12Danke für die Info. Na dann schauen wir mal was
dabei rauskommt. Wünsche viel Glück!
dabei rauskommt. Wünsche viel Glück!
Western Plains Resources
letzte Presentation - 10.03.08
www.westernplainsresources.com.au/announcements/Latest/2008-…
"Scoping study completed for the Kestrel magnetite project at Hawks Nest" - 08.04.08
www.westernplainsresources.com.au/announcements/Latest/2008-…
Resourcentechnisch glaube ich etwas mehr wie 'Consolidated
Thompson', mögliches Potenzial bei +1Mrd. t Gestein(wobei
dazu auch nicht mehr allzuviel fehlt).
letzte Presentation - 10.03.08
www.westernplainsresources.com.au/announcements/Latest/2008-…
"Scoping study completed for the Kestrel magnetite project at Hawks Nest" - 08.04.08
www.westernplainsresources.com.au/announcements/Latest/2008-…
Resourcentechnisch glaube ich etwas mehr wie 'Consolidated
Thompson', mögliches Potenzial bei +1Mrd. t Gestein(wobei
dazu auch nicht mehr allzuviel fehlt).
Das könnte eventuell noch ein richtig
interessanter Early-Stage Kohlewert sein/werden:
Blackham Resources
HPage
www.blackhamresources.com.au
Prospectus
www.blackhamresources.com.au/files/0004%20-%20BR%20Prosp%20L…
allerdings bis jetzt nur überflogen.
interessanter Early-Stage Kohlewert sein/werden:
Blackham Resources
HPage
www.blackhamresources.com.au
Prospectus
www.blackhamresources.com.au/files/0004%20-%20BR%20Prosp%20L…
allerdings bis jetzt nur überflogen.
mal etwas symbolisch...
"China looks to Australia for coal resources
Friday, 11 April 2008
Christine Feary
CHINA'S second biggest coal producer, China Coal Energy, is looking outside its borders to Australia and Indonesia for investments to help it meet demand from the world's largest coal market."
"China looks to Australia for coal resources
Friday, 11 April 2008
Christine Feary
CHINA'S second biggest coal producer, China Coal Energy, is looking outside its borders to Australia and Indonesia for investments to help it meet demand from the world's largest coal market."
jetzt gehen die Untersuchungen des Eisenpropertys los...
"Opon Mansi Iron Ore Deposit - Due Diligence Permit Granted"
- 08.04.08
www.castleminerals.com.au/downloads/announcements/cdt_200804…
Bin auf die Ergebnisse wirklich gespannt und werd das wohl auch
nochmal komplett reinstellen, wobei ich mir im Augenblick noch
nicht sicher bin, ob sich die Untersuchung "nur" auf das
alte "Resource Estimate" oder wirklich auf das Potenzial
des gesamten Projektes bezieht,
vermute aber, als Anfang, eher 1steres.
"Opon Mansi Iron Ore Deposit - Due Diligence Permit Granted"
- 08.04.08
www.castleminerals.com.au/downloads/announcements/cdt_200804…
Bin auf die Ergebnisse wirklich gespannt und werd das wohl auch
nochmal komplett reinstellen, wobei ich mir im Augenblick noch
nicht sicher bin, ob sich die Untersuchung "nur" auf das
alte "Resource Estimate" oder wirklich auf das Potenzial
des gesamten Projektes bezieht,
vermute aber, als Anfang, eher 1steres.
Churchill Mining
"Calculation of 250 Mt coal resources exceeds Q1 target by 150%"
- 14.04.08
www.24hgold.com/24hpmdata/articles/20080414243811.pdf
(das Gesamtziel für dieses Jahr lag ja noch deutlich höher,
glaube es waren etwa 500Mio t Kohle, das dürfte damit
natürlich auch steigen)
"Calculation of 250 Mt coal resources exceeds Q1 target by 150%"
- 14.04.08
www.24hgold.com/24hpmdata/articles/20080414243811.pdf
(das Gesamtziel für dieses Jahr lag ja noch deutlich höher,
glaube es waren etwa 500Mio t Kohle, das dürfte damit
natürlich auch steigen)
die vollständige News zu 'Castle Minerals'...
"8 April 2008
ASX Announcement
Opon Mansi Iron Ore Deposit – Due Diligence Permit Granted
Castle Minerals Limited (ASX:CDT) is pleased to announce that it has received a permit from the Ghana Minerals Commission to conduct due diligence, including validation of the historic drill data, over the Opon Mansi lateritic iron ore deposit in south west Ghana.
Castle applied for the Due Diligence Permit following its lodgement of a Prospecting Licence application in March 2008. The Due Diligence Permit is for an initial six month period but can be renewed. The Permit is subject to monthly reporting to the Minerals Commission and other conditions normal for exploration activities in Ghana.
The Permit allows for pitting, trenching and drilling and other forms of exploration activity. The Permit does not confer ownership rights but provides an opportunity to complete exploration and due diligence whilst Castle’s Prospecting Licence application is considered. On completion of the due diligence Castle intends to make a formal presentation of results to the Ghana Minerals Commission in support of its existing application. If the results are positive Castle intends to apply for a Mining Lease over the deposit.
Castle’s initial strategy will be to determine the potential for high grading and/or beneficiation of the iron ore towards identifying high grade direct shipping ore (DSO) suitable for the European iron ore industry. It’s near surface position and location close to rail and port facilities makes it ideally suited to low cost development. The recent rise in iron ore prices along with significant metallurgical advances in materials beneficiation (since the 1970’s) provides an excellent opportunity to develop further industry and diversified mining in Ghana.
Historic exploration data, including a five volume, 1979 German report has been located and is currently being copied to Castle. The German report recommended the production, via three electric furnaces, of pig iron, liquid steel, billets, rolled finished product and alumina.
Castle Managing Director Mike Ivey said today, “our site visit last week confirmed easy access to the Opon Mansi deposit with good vehicle access to within 2km and an easy walk thereafter. The hill tops where the ore occurs form flat plateaus with the iron rich laterites outcropping at surface. The rail system is 8km east of the deposit and extends to Takoradi Port 120km to the south, offering an excellent transport network.”
“We have appointed Perth based company Mineral Engineering Technical Services (METS) as independent metallurgical advisers and with them have planned an initial sample collection and testwork program that is proposed to start this month.”
Project Background
In March 2008 Castle lodged an application over the Opon Mansi lateritic iron ore deposit in south west Ghana. The Opon Mansi iron ore deposits are located on the top of a range of hills that extend over a distance of 24km from Opon Valley in the south towards Dunkwa in the north.
Summary of the Opon Mansi Iron Ore Deposit;
+ Discovered by Ghana Geological Survey in 1963
+ Iron ore located on 15 hills over 24km strike
+ Ghana Geological Survey exploration in 1963-64 consisted
of pitting, trenching and drilling
+ Hematite and goethite mineralisation defined from surface
to 27m depth
+ Ghana Geological Survey reported a mineralised estimate
to 10m depth, of approximately 150 million long tons with
an iron content between 43-56% Fe
+ Located 8km from Takoradi-Kumasi railway line
+ Located 120km from Takoradi port
+ Potential for high grading and/or beneficiation to produce
high grade DSO product
The lateritic iron deposits were discovered in 1963 by the Ghana Geological Survey during a field mapping program.
After the discovery the Survey conducted a prospecting program (1963-64) that consisted of “Winkie” drilling, pitting and trenching and the collection of large quantities of ore samples for chemical analysis from the 15 hills along the range.
These preliminary investigations revealed iron ore capping ranging from 10 to 30 metres thick on top of most of the hills in the range. About 13 of the 15 hills were found, at that time, to contain ores of commercial quantities.
The Ghana Geological Survey calculated an estimate of the deposit using an average thickness of 9m and calculated that approximately 150 million long tons of iron ore were indicated in an area of about 4km2. The iron content of this ore was found to range between 43-56% Fe.
The estimate presented here is a conceptual target that may result from the completion of a JORC-compliant resource calculation. It should not be understood as indicating the existence of a resource in the sense implied by the JORC Code as a JORC-compliant resource is yet to be calculated. There has been insufficient or unverified exploration data to define a Mineral Resource and it is uncertain if further exploration will result in the determination of a Mineral Resource.
The iron deposits overlie folded Tarkwaian and Birimian sedimentary and metavolcanic rocks. The lateritic profile has been divided into different ore categories from surface to a depth of 10m;
pebble ore, conglomeritic ore, yellow-cavern ore, porous ore, soft ore and hard ore. Bauxite was found throughout the profile assaying between 15-25% Al2O3.
In 1975 the government established the “Integrated Iron & Steel Commission” that investigated the feasibility of an Iron and Steel Project based on the Opon Mansi mineralisation. German group Fried Krupp GmbH undertook the feasibility study and focussed on one hill (Wuowuo Hill) where 100m x 100m spaced drilling was completed.
In 1979 Krupp presented a five volume report to the Commission that included the production, via three electric furnaces, of pig iron, liquid steel, billets, rolled finished product and alumina.
No further work is known following the completion of the 1979 Krupp study.
For further information please contact:
Michael Ivey
Managing Director & CEO
Phone: +618 9322 7018
Email: mivey@castleminerals.com
Web: www.castleminerals.com"
Wie gesagt scheinen mir, insgesamt, die 4km2 +9m Mächtigkeit,
auf Denen das vergangene 'Resource Estimate' beruht in der
Summe VIEL zu wenig zu sein, ist aber bis dato als komplette Spekulation zu sehen, obendrauf gibts noch 7*Gold in Ghana.
"8 April 2008
ASX Announcement
Opon Mansi Iron Ore Deposit – Due Diligence Permit Granted
Castle Minerals Limited (ASX:CDT) is pleased to announce that it has received a permit from the Ghana Minerals Commission to conduct due diligence, including validation of the historic drill data, over the Opon Mansi lateritic iron ore deposit in south west Ghana.
Castle applied for the Due Diligence Permit following its lodgement of a Prospecting Licence application in March 2008. The Due Diligence Permit is for an initial six month period but can be renewed. The Permit is subject to monthly reporting to the Minerals Commission and other conditions normal for exploration activities in Ghana.
The Permit allows for pitting, trenching and drilling and other forms of exploration activity. The Permit does not confer ownership rights but provides an opportunity to complete exploration and due diligence whilst Castle’s Prospecting Licence application is considered. On completion of the due diligence Castle intends to make a formal presentation of results to the Ghana Minerals Commission in support of its existing application. If the results are positive Castle intends to apply for a Mining Lease over the deposit.
Castle’s initial strategy will be to determine the potential for high grading and/or beneficiation of the iron ore towards identifying high grade direct shipping ore (DSO) suitable for the European iron ore industry. It’s near surface position and location close to rail and port facilities makes it ideally suited to low cost development. The recent rise in iron ore prices along with significant metallurgical advances in materials beneficiation (since the 1970’s) provides an excellent opportunity to develop further industry and diversified mining in Ghana.
Historic exploration data, including a five volume, 1979 German report has been located and is currently being copied to Castle. The German report recommended the production, via three electric furnaces, of pig iron, liquid steel, billets, rolled finished product and alumina.
Castle Managing Director Mike Ivey said today, “our site visit last week confirmed easy access to the Opon Mansi deposit with good vehicle access to within 2km and an easy walk thereafter. The hill tops where the ore occurs form flat plateaus with the iron rich laterites outcropping at surface. The rail system is 8km east of the deposit and extends to Takoradi Port 120km to the south, offering an excellent transport network.”
“We have appointed Perth based company Mineral Engineering Technical Services (METS) as independent metallurgical advisers and with them have planned an initial sample collection and testwork program that is proposed to start this month.”
Project Background
In March 2008 Castle lodged an application over the Opon Mansi lateritic iron ore deposit in south west Ghana. The Opon Mansi iron ore deposits are located on the top of a range of hills that extend over a distance of 24km from Opon Valley in the south towards Dunkwa in the north.
Summary of the Opon Mansi Iron Ore Deposit;
+ Discovered by Ghana Geological Survey in 1963
+ Iron ore located on 15 hills over 24km strike
+ Ghana Geological Survey exploration in 1963-64 consisted
of pitting, trenching and drilling
+ Hematite and goethite mineralisation defined from surface
to 27m depth
+ Ghana Geological Survey reported a mineralised estimate
to 10m depth, of approximately 150 million long tons with
an iron content between 43-56% Fe
+ Located 8km from Takoradi-Kumasi railway line
+ Located 120km from Takoradi port
+ Potential for high grading and/or beneficiation to produce
high grade DSO product
The lateritic iron deposits were discovered in 1963 by the Ghana Geological Survey during a field mapping program.
After the discovery the Survey conducted a prospecting program (1963-64) that consisted of “Winkie” drilling, pitting and trenching and the collection of large quantities of ore samples for chemical analysis from the 15 hills along the range.
These preliminary investigations revealed iron ore capping ranging from 10 to 30 metres thick on top of most of the hills in the range. About 13 of the 15 hills were found, at that time, to contain ores of commercial quantities.
The Ghana Geological Survey calculated an estimate of the deposit using an average thickness of 9m and calculated that approximately 150 million long tons of iron ore were indicated in an area of about 4km2. The iron content of this ore was found to range between 43-56% Fe.
The estimate presented here is a conceptual target that may result from the completion of a JORC-compliant resource calculation. It should not be understood as indicating the existence of a resource in the sense implied by the JORC Code as a JORC-compliant resource is yet to be calculated. There has been insufficient or unverified exploration data to define a Mineral Resource and it is uncertain if further exploration will result in the determination of a Mineral Resource.
The iron deposits overlie folded Tarkwaian and Birimian sedimentary and metavolcanic rocks. The lateritic profile has been divided into different ore categories from surface to a depth of 10m;
pebble ore, conglomeritic ore, yellow-cavern ore, porous ore, soft ore and hard ore. Bauxite was found throughout the profile assaying between 15-25% Al2O3.
In 1975 the government established the “Integrated Iron & Steel Commission” that investigated the feasibility of an Iron and Steel Project based on the Opon Mansi mineralisation. German group Fried Krupp GmbH undertook the feasibility study and focussed on one hill (Wuowuo Hill) where 100m x 100m spaced drilling was completed.
In 1979 Krupp presented a five volume report to the Commission that included the production, via three electric furnaces, of pig iron, liquid steel, billets, rolled finished product and alumina.
No further work is known following the completion of the 1979 Krupp study.
For further information please contact:
Michael Ivey
Managing Director & CEO
Phone: +618 9322 7018
Email: mivey@castleminerals.com
Web: www.castleminerals.com"
Wie gesagt scheinen mir, insgesamt, die 4km2 +9m Mächtigkeit,
auf Denen das vergangene 'Resource Estimate' beruht in der
Summe VIEL zu wenig zu sein, ist aber bis dato als komplette Spekulation zu sehen, obendrauf gibts noch 7*Gold in Ghana.
www.smallcapinvestor.de/download.php?f=23fd893565ce0cb5c7a29…
Ein Versuch vom Smallcap Investor(J. Brunner) einer
mittelfristigen Einschätzung(-etwa 7 Jahre) der Börsen- und Weltwirtschaft ("Wirtschaftsmärkte im aktuellen
Umfeld -was machen DAX, US$, Öl & Co ...und wie verdiene
ich daran?").
Gut finde ich, daß er sieht, daß Inflation grundsätzlich
die Liquidität steigert -und damit im Normalfall die Märkte
nach oben treibt,
ein richtig ungutes Gefühl bereitet mir auch immer wieder
die globale Dimension der Derivate, er hat das mal hypothetisch
schön -schaurig- dargestellt, angerissen(s. S.13),
was ein "Derivatecrash" dann bedeuten könnte,
wer ernsthafte Alternativen zum Öl bieten kann, wird
natürlich zukünftig zu den GANZ großen Gewinnern gehören.
Muss man keinesfalls bei allem einer Meinung sein,
aber es ist mal ein persönlicher "Interpretationsversuch"
der mittelfristigen Aussichten.
das kostenlose 3-Monatsabo könnte schon durchaus interessant
sein www.smallcapinvestor.de/index.php?probeabo_premium ,
selbst der limitierte NL bringt schon einige nützliche
+interessante Infos.
Einige interessante Sachen dabei,
ich geb insgesamt eine ganze Menge auf langfristige
Aussichten, Erklärungen, Prognosen, Interpretationsversuche...
Ein Versuch vom Smallcap Investor(J. Brunner) einer
mittelfristigen Einschätzung(-etwa 7 Jahre) der Börsen- und Weltwirtschaft ("Wirtschaftsmärkte im aktuellen
Umfeld -was machen DAX, US$, Öl & Co ...und wie verdiene
ich daran?").
Gut finde ich, daß er sieht, daß Inflation grundsätzlich
die Liquidität steigert -und damit im Normalfall die Märkte
nach oben treibt,
ein richtig ungutes Gefühl bereitet mir auch immer wieder
die globale Dimension der Derivate, er hat das mal hypothetisch
schön -schaurig- dargestellt, angerissen(s. S.13),
was ein "Derivatecrash" dann bedeuten könnte,
wer ernsthafte Alternativen zum Öl bieten kann, wird
natürlich zukünftig zu den GANZ großen Gewinnern gehören.
Muss man keinesfalls bei allem einer Meinung sein,
aber es ist mal ein persönlicher "Interpretationsversuch"
der mittelfristigen Aussichten.
das kostenlose 3-Monatsabo könnte schon durchaus interessant
sein www.smallcapinvestor.de/index.php?probeabo_premium ,
selbst der limitierte NL bringt schon einige nützliche
+interessante Infos.
Einige interessante Sachen dabei,
ich geb insgesamt eine ganze Menge auf langfristige
Aussichten, Erklärungen, Prognosen, Interpretationsversuche...
Scheinen mir zwar auch immer sensationsgeiler in der
Aufmachung zu werden, allerdings trotzdem auf substantiellen
Sachen aufbauend, mein Eindruck.
Der Kern, die Richtung sollte auf jeden Fall stimmen,
beim Öl, bei anderen Sachen natürlich auch, ist es m.A.
nach auch unabdingbar wichtig sich gute Quellen zu suchen
(von Denen sagt nämlich komischerweise annähernd keiner,
daß es mit dem Ölpreis langfristig runter gehen wird)
+versuchen die globalen Gesamtrelationen zu sehen.
"SCHOCKNEWS: DAS RUSSISCHE ÖLFÖRDERMAXIMUM IST ERREICHT!!
Dramatische Wende in der globalen Ölproduktion!
Sowohl auf n-tv, als auch in vielen Online-Portalen, wird heute über einen „neuen, riesigen Ölfund“ vor der Küste Brasiliens berichtet.
Dieses „Riesen-Ölfeld“ mit möglicherweise 33 Mrd. Barrel ist jedoch (wie schon der letzte „Megafund“ keine paar Monate ebenfalls vor der Küste Brasiliens) eventuell mit dem gleichen "Problem" ausgestattet: Es ist extrem schwer und teuer zu fördern, da es (wie schon das letzte Ölfeld), unter einer 4000 Meter dicken Salzschicht liegt. Schon eine Bohrung kostete 1 Milliarde USD!
Deshalb interessiert dieser vermeintliche Megafund den Markt nicht die Bohne!
Aber warum steigt der Ölpreis heute trotz dieser (scheinbar entlastenden) News auf ein neues Hoch? Dies liegt eindeutig an Russland und Lukoil!
ALARM: Russland hat seinen Zenit in der Ölproduktion erreicht!
Es kann die Förderung nicht mehr ausweiten!
Diese „Mördernews“ ist den Nachrichten in den Massenmedien keine Meldung wert (im Gegensatz zum „Riesen-Ölfeld in Brasilien, wo noch niemand weiß, ob es zu fördern geht)! Hier sehen sie eindeutig, wie die Masse für dumm verkauft werden soll!
Die Aussage über die russische Förderung stammt von keinem geringeren als Leonid Fedun, dem Vizechef von Ölgigant Lukoil - gestern in einem Interview der „Financial Times“.
2007 war die russische Fördermenge bei 9,95 Mio. Barrel am Tag.
Etwas höher werde es „in diesem Leben“ wohl nicht mehr gehen, meinte Fedun.
Noch schlimmer: Der Lukoil-Vize verglich Russland mit der Nordsee und Mexiko, wo nach dem Peak (Höchstfördermaximum) nur noch sinkende Förderraten zu verzeichnen sind.
Damit wird die Hoffnung auf Russland als zweitgrößte Ölfördernation der Welt sinken und den Ölmarkt weiter angespannt bleiben.
Viele Experten hofften bzw. waren überzeugt, dass zumindest Russland noch in der Lage wäre, seine Förderung auszuweiten, um die extrem steigende Nachfrage aus Asien zu befriedigen.
Bedenken Sie, dass der Pro-Kopf-Verbrauch in China im Vergleich zu den USA immer noch verschwindend gering ist!
Lukoil-Vize Fedun ist damit auch pessimistischer als die Internationale Energieagentur IEA, die einen Anstieg der Ölförderung auf 10,5 Mio. Barrel am Tag bis 2012 schätzte.
Fazit: Wenn Russland jetzt schon den Peak erreicht hat, wird es noch schneller mit dem globalen Höchstfördermaximum gehen, als von uns erwartet.
Man kann davon ausgehen, dass das globale Höchstfördermaximum wohl (wie von uns in der Rohstoffstudie 1 aus dem Jahr 2005 prognostiziert) bereits erreicht wurde!
Mit den besten Grüßen
Das Team von www.rohstoffraketen.de"
Aufmachung zu werden, allerdings trotzdem auf substantiellen
Sachen aufbauend, mein Eindruck.
Der Kern, die Richtung sollte auf jeden Fall stimmen,
beim Öl, bei anderen Sachen natürlich auch, ist es m.A.
nach auch unabdingbar wichtig sich gute Quellen zu suchen
(von Denen sagt nämlich komischerweise annähernd keiner,
daß es mit dem Ölpreis langfristig runter gehen wird)
+versuchen die globalen Gesamtrelationen zu sehen.
"SCHOCKNEWS: DAS RUSSISCHE ÖLFÖRDERMAXIMUM IST ERREICHT!!
Dramatische Wende in der globalen Ölproduktion!
Sowohl auf n-tv, als auch in vielen Online-Portalen, wird heute über einen „neuen, riesigen Ölfund“ vor der Küste Brasiliens berichtet.
Dieses „Riesen-Ölfeld“ mit möglicherweise 33 Mrd. Barrel ist jedoch (wie schon der letzte „Megafund“ keine paar Monate ebenfalls vor der Küste Brasiliens) eventuell mit dem gleichen "Problem" ausgestattet: Es ist extrem schwer und teuer zu fördern, da es (wie schon das letzte Ölfeld), unter einer 4000 Meter dicken Salzschicht liegt. Schon eine Bohrung kostete 1 Milliarde USD!
Deshalb interessiert dieser vermeintliche Megafund den Markt nicht die Bohne!
Aber warum steigt der Ölpreis heute trotz dieser (scheinbar entlastenden) News auf ein neues Hoch? Dies liegt eindeutig an Russland und Lukoil!
ALARM: Russland hat seinen Zenit in der Ölproduktion erreicht!
Es kann die Förderung nicht mehr ausweiten!
Diese „Mördernews“ ist den Nachrichten in den Massenmedien keine Meldung wert (im Gegensatz zum „Riesen-Ölfeld in Brasilien, wo noch niemand weiß, ob es zu fördern geht)! Hier sehen sie eindeutig, wie die Masse für dumm verkauft werden soll!
Die Aussage über die russische Förderung stammt von keinem geringeren als Leonid Fedun, dem Vizechef von Ölgigant Lukoil - gestern in einem Interview der „Financial Times“.
2007 war die russische Fördermenge bei 9,95 Mio. Barrel am Tag.
Etwas höher werde es „in diesem Leben“ wohl nicht mehr gehen, meinte Fedun.
Noch schlimmer: Der Lukoil-Vize verglich Russland mit der Nordsee und Mexiko, wo nach dem Peak (Höchstfördermaximum) nur noch sinkende Förderraten zu verzeichnen sind.
Damit wird die Hoffnung auf Russland als zweitgrößte Ölfördernation der Welt sinken und den Ölmarkt weiter angespannt bleiben.
Viele Experten hofften bzw. waren überzeugt, dass zumindest Russland noch in der Lage wäre, seine Förderung auszuweiten, um die extrem steigende Nachfrage aus Asien zu befriedigen.
Bedenken Sie, dass der Pro-Kopf-Verbrauch in China im Vergleich zu den USA immer noch verschwindend gering ist!
Lukoil-Vize Fedun ist damit auch pessimistischer als die Internationale Energieagentur IEA, die einen Anstieg der Ölförderung auf 10,5 Mio. Barrel am Tag bis 2012 schätzte.
Fazit: Wenn Russland jetzt schon den Peak erreicht hat, wird es noch schneller mit dem globalen Höchstfördermaximum gehen, als von uns erwartet.
Man kann davon ausgehen, dass das globale Höchstfördermaximum wohl (wie von uns in der Rohstoffstudie 1 aus dem Jahr 2005 prognostiziert) bereits erreicht wurde!
Mit den besten Grüßen
Das Team von www.rohstoffraketen.de"
Einer der Ölwerte die ich vor kurzem meinte
war 'Argenta Oil and Gas'.
www.argentaoilandgas.com
Die Führungsriege ist allererste Sahne,
haben wohl allerbeste Kontakte +Beziehungen in Südamerikanische
Regierungskreise, Ziel ist es innerhalb von 5 Jahren eine
Produktion 40.000 BOE/d(<10 MMBOE/year) aufzuziehen,
derzeitige Bewertung um die 15Mio E f.d. .
Allerdings konnte ich noch nicht genügend Informationen
finden +sehe da noch nicht so durch, wie ich es -wenn-
gerne hätte, behalte mir die aber unbedingt im Hinterkopf,
eine recht heftige langfr. Entwicklung scheint mir
jedenfalls durchaus möglich.
In 2007 einige Male von bekannten +etablierten Brokern(u.a. 'David Pescod's Stocktalk, Canaccord) besprochen.
www.argentaoilandgas.com/InvestorInfo/AnalystReports/2007/de…
l. Presentation - 12.07
www.argentaoilandgas.com/Theme/Argenta/files/docs_presentati…
war 'Argenta Oil and Gas'.
www.argentaoilandgas.com
Die Führungsriege ist allererste Sahne,
haben wohl allerbeste Kontakte +Beziehungen in Südamerikanische
Regierungskreise, Ziel ist es innerhalb von 5 Jahren eine
Produktion 40.000 BOE/d(<10 MMBOE/year) aufzuziehen,
derzeitige Bewertung um die 15Mio E f.d. .
Allerdings konnte ich noch nicht genügend Informationen
finden +sehe da noch nicht so durch, wie ich es -wenn-
gerne hätte, behalte mir die aber unbedingt im Hinterkopf,
eine recht heftige langfr. Entwicklung scheint mir
jedenfalls durchaus möglich.
In 2007 einige Male von bekannten +etablierten Brokern(u.a. 'David Pescod's Stocktalk, Canaccord) besprochen.
www.argentaoilandgas.com/InvestorInfo/AnalystReports/2007/de…
l. Presentation - 12.07
www.argentaoilandgas.com/Theme/Argenta/files/docs_presentati…
"Zwei Städte, eine Geschichte: Miami und Las Vegas
Im April 2000 bezahlte Steve Wynn 270 Millionen $ für ein kleines altersschwaches Hotel auf dem Las Vegas “Strip”, es hatte den Namen “The Desert Inn”. Der „Strip“ ist die berühmteste Straße in Las Vegas. Er ließ es abreißen und baute ein neues Hotel.Das neue Hotel wird das “Wynn Las Vegas” genannt, und jetzt ist es eines der begehrtesten Hotels auf dem “Strip” in Las Vegas. Der Bau jedes Zimmers kostete 1 Million $. Insgesamt kostete es 2,7 Milliarden $. Wynn besitzt den einzigen Golfplatz auf dem “Strip”. Sie zahlen 500 $ pro Runde, solange Sie Hotelgast sind.
Ein Vegas-Führer sagte mir, dass das “Wynn” das einzige Hotel ist, das keinen Vertrag mit einer externen Limousinen-Gesellschaft hat. Wenn Sie den Autoservice von Wynn in Anspruch nehmen, werden Sie entweder in einem Rolls Royce oder in einem Bentley reisen…
Dann erzählte er mir die Geschichte mit dem Gucci Hund. Eine bekannter, extravaganter Spiel gastierte im Wynn und hatte einen kleinen Hund dabei. Er bat den Zimmerservice um ein Paar brandneue Gucci-Slipper, weil sein Hund so gerne darauf herumkaut. Also besorgte das Personal eine Gucci-Sporttasche, gefüllt mit Slippern.
Ein zweites Hotel von Wynn - genannt “Encore” - ist gerade nebenan im Bau. Dieses wird 1,4 Milliarden $ kosten.
Alles in allem sind 20.000 Hotelzimmer im Bau in Las Vegas und werden in den nächsten Jahren fertiggestellt. Im Vergleich wurden im ganzen Jahrzehnt 1996-2005, 32.000 Zimmer gebaut.
Ich kam letzte Woche nach Las Vegas, ich wollte einige Immobilien überprüfen. Das erste, was ich in Vegas tat, war eine Tour bei einer neuen Time-Share-Appartment-Gesellschaft zu buchen. Nur um dem Verkaufsgespräch zuzuhören, gaben sie uns Freikarten für Shows, Achterbahn-Fahrten und Mahlzeiten im Wert von 150 $. Dann fuhren sie uns für zwei Stunden zur Baustelle, hielten ein langes Verkaufsgespräch und zeigten uns eine Muster-Eigentumswohnung.
Die „am schnellsten wachsende Stadt“
Sie nutzten die Wachstumsstatistik von Las Vegas für ihre Verkaufsgespräche. Sie sagten, dass Las Vegas die am schnellsten wachsende Stadt in Amerika sei und jeden Monat 71.000 Menschen ankommen, um hier zu leben. Las Vegas sei auch der populärste Touristenort der Welt, erzählten sie uns, mit 35.000.000 Besuchern jedes Jahr.
Ein Pokerprofi sagte mir, dass es Wochenenden gibt, an denen kein Ersatzhotel innerhalb von zehn Meilen des Strips noch freie Zimmer hat. Die Restaurants und Bars sind überfüllt und man kann nicht um das Kasino spazieren gehen, ohne auf eine Horde von Leuten zu stoßen.
Die Nachfrage hat das Angebot in den letzten paar Jahre überholt, und die Preise sind schnell gestiegen. Unsere Verkaufsdame sagte uns, dass ihr Haus in den letzten fünf Jahren im Wert von 120.000 $ auf 700.000 $ gestiegen ist!
Das ist das Problem. Die Leute sollten denken, dass die Kasinos immer voll sein werden, dass die Hauspreise immer steigen werden, und dass Las Vegas immer die am schnellsten wachsende Stadt in Amerika sein wird. Noch schlimmer - basierend auf diesen Annahmen werden Geschäftsentscheidungen getroffen.
Als nächstes fuhren wir fünfundzwanzig Meilen aus der Stadt und betrachteten Las Vegas von einem Hang. Die Stadt liegt in einem großen braunen Krater; so konnte ich alles sehen. Weit in der Ferne konnte ich den “Strip” erkennen. Dazwischen lagen Hunderttausende von neuen Häusern, die das Tal wie ein rot-braunes Moos bedecken. Sie sahen alle gleich aus.
Wenn in einem Güterzug die Notbremse gezogen wird, fährt er noch ein par Meilen, bevor er endgültig anhält. Bei einem Gebäude-Boom geschieht dasselbe. Kapitalanleger enden damit, zu viel Kapazität aufzubauen. die Preise kommen immer nach unten zurück.
Es geschieht in Miami. Es geschieht auch in Las Vegas. Die Zimmerpreise in den Hotels werden fallen, Immobilien-Preise werden sinken, die Time-Share-Appartments werden praktisch verschenkt werden, und in 15 Jahren werden viele der neueren Viertel zu Gettos werden.
Good Investing,
Tom"
Im April 2000 bezahlte Steve Wynn 270 Millionen $ für ein kleines altersschwaches Hotel auf dem Las Vegas “Strip”, es hatte den Namen “The Desert Inn”. Der „Strip“ ist die berühmteste Straße in Las Vegas. Er ließ es abreißen und baute ein neues Hotel.Das neue Hotel wird das “Wynn Las Vegas” genannt, und jetzt ist es eines der begehrtesten Hotels auf dem “Strip” in Las Vegas. Der Bau jedes Zimmers kostete 1 Million $. Insgesamt kostete es 2,7 Milliarden $. Wynn besitzt den einzigen Golfplatz auf dem “Strip”. Sie zahlen 500 $ pro Runde, solange Sie Hotelgast sind.
Ein Vegas-Führer sagte mir, dass das “Wynn” das einzige Hotel ist, das keinen Vertrag mit einer externen Limousinen-Gesellschaft hat. Wenn Sie den Autoservice von Wynn in Anspruch nehmen, werden Sie entweder in einem Rolls Royce oder in einem Bentley reisen…
Dann erzählte er mir die Geschichte mit dem Gucci Hund. Eine bekannter, extravaganter Spiel gastierte im Wynn und hatte einen kleinen Hund dabei. Er bat den Zimmerservice um ein Paar brandneue Gucci-Slipper, weil sein Hund so gerne darauf herumkaut. Also besorgte das Personal eine Gucci-Sporttasche, gefüllt mit Slippern.
Ein zweites Hotel von Wynn - genannt “Encore” - ist gerade nebenan im Bau. Dieses wird 1,4 Milliarden $ kosten.
Alles in allem sind 20.000 Hotelzimmer im Bau in Las Vegas und werden in den nächsten Jahren fertiggestellt. Im Vergleich wurden im ganzen Jahrzehnt 1996-2005, 32.000 Zimmer gebaut.
Ich kam letzte Woche nach Las Vegas, ich wollte einige Immobilien überprüfen. Das erste, was ich in Vegas tat, war eine Tour bei einer neuen Time-Share-Appartment-Gesellschaft zu buchen. Nur um dem Verkaufsgespräch zuzuhören, gaben sie uns Freikarten für Shows, Achterbahn-Fahrten und Mahlzeiten im Wert von 150 $. Dann fuhren sie uns für zwei Stunden zur Baustelle, hielten ein langes Verkaufsgespräch und zeigten uns eine Muster-Eigentumswohnung.
Die „am schnellsten wachsende Stadt“
Sie nutzten die Wachstumsstatistik von Las Vegas für ihre Verkaufsgespräche. Sie sagten, dass Las Vegas die am schnellsten wachsende Stadt in Amerika sei und jeden Monat 71.000 Menschen ankommen, um hier zu leben. Las Vegas sei auch der populärste Touristenort der Welt, erzählten sie uns, mit 35.000.000 Besuchern jedes Jahr.
Ein Pokerprofi sagte mir, dass es Wochenenden gibt, an denen kein Ersatzhotel innerhalb von zehn Meilen des Strips noch freie Zimmer hat. Die Restaurants und Bars sind überfüllt und man kann nicht um das Kasino spazieren gehen, ohne auf eine Horde von Leuten zu stoßen.
Die Nachfrage hat das Angebot in den letzten paar Jahre überholt, und die Preise sind schnell gestiegen. Unsere Verkaufsdame sagte uns, dass ihr Haus in den letzten fünf Jahren im Wert von 120.000 $ auf 700.000 $ gestiegen ist!
Das ist das Problem. Die Leute sollten denken, dass die Kasinos immer voll sein werden, dass die Hauspreise immer steigen werden, und dass Las Vegas immer die am schnellsten wachsende Stadt in Amerika sein wird. Noch schlimmer - basierend auf diesen Annahmen werden Geschäftsentscheidungen getroffen.
Als nächstes fuhren wir fünfundzwanzig Meilen aus der Stadt und betrachteten Las Vegas von einem Hang. Die Stadt liegt in einem großen braunen Krater; so konnte ich alles sehen. Weit in der Ferne konnte ich den “Strip” erkennen. Dazwischen lagen Hunderttausende von neuen Häusern, die das Tal wie ein rot-braunes Moos bedecken. Sie sahen alle gleich aus.
Wenn in einem Güterzug die Notbremse gezogen wird, fährt er noch ein par Meilen, bevor er endgültig anhält. Bei einem Gebäude-Boom geschieht dasselbe. Kapitalanleger enden damit, zu viel Kapazität aufzubauen. die Preise kommen immer nach unten zurück.
Es geschieht in Miami. Es geschieht auch in Las Vegas. Die Zimmerpreise in den Hotels werden fallen, Immobilien-Preise werden sinken, die Time-Share-Appartments werden praktisch verschenkt werden, und in 15 Jahren werden viele der neueren Viertel zu Gettos werden.
Good Investing,
Tom"
Anaconda Intersects Additional High Grade Iron Mineralisation
at San Gabriel- 15.04.08
www.anacondamining.com/pdf/April15_2008.pdf
Auszug, Ergebnisse
"Interval..........Grade(% Fe)
14m...................14,3
196m..................22,1
18m...................20,1
210m..................21,2
194m..................22,5
104m..................45,2
74m...................25,3
14m...................16
90m...................17,5
32m...................27,2
176m..................37,3
66m...................43,1
24m...................17,1
109,8m................18,5
110m..................16,1
52m...................14,9
60m...................22,2
40m...................30"
Wären die Ergebnisse im Schnitt bei Gehalten von 40-60%
wär ich wahrsch. sofort dabei, so weiss ich's nicht,
müsste man sich intensiver mit auseinandersetzen.
at San Gabriel- 15.04.08
www.anacondamining.com/pdf/April15_2008.pdf
Auszug, Ergebnisse
"Interval..........Grade(% Fe)
14m...................14,3
196m..................22,1
18m...................20,1
210m..................21,2
194m..................22,5
104m..................45,2
74m...................25,3
14m...................16
90m...................17,5
32m...................27,2
176m..................37,3
66m...................43,1
24m...................17,1
109,8m................18,5
110m..................16,1
52m...................14,9
60m...................22,2
40m...................30"
Wären die Ergebnisse im Schnitt bei Gehalten von 40-60%
wär ich wahrsch. sofort dabei, so weiss ich's nicht,
müsste man sich intensiver mit auseinandersetzen.
Er sieht's so...
(die Entwicklung von weltweit eher deflationären
hin zu inflationären Effekten sollte auf jeden Fall,
m.A. nach, -durch die Globalisierung und enorm vielen
Emerging Markets- absolut richtig sein
-und eine davon sehr wahrscheinliche Konsequenz wären
dann längerfristig sehr viel stärkere inflationäre
Auswüchse der Weltwirtschaft)
"Sind wir schon weiter als wir denken?
von Jochen Steffens
Wenn Sie mich schon länger lesen, wissen Sie, dass ich den ZEW–Index als Kontraindikator betrachte. Schließlich wird er unter 350 Finanzexperten erhoben, und auch bei diesen gilt: die Masse liegt immer falsch.
Den absoluten Tiefstand der letzten 10 Jahre hatte dieser Index natürlich genau im März 2003 mit minus 96 Punkten, also genau zu dem Zeitpunkt, an dem diese unglaubliche Rallye im Dax von ca. 2200 Punkten bis auf über 8000 Punkte startete. Und genauso leicht ist, es den absoluten Hochpunkt des ZEW-Index auszumachen. Dieser findet sich selbstredend mit 90 Punkten im Januar 2000, also kurz vor dem massiven Einbruch bis 2003.
Finanzexperten sind demnach auch nicht besser...
Wenn Sie also meinen, diese „Finanzexperten“ könnten sich der Mainstream-Stimmung entziehen: nichts dergleichen... Warum das so ist, da doch eigentlich die meisten zumindest schon etwas von dem antizyklischen Ansatz gehört haben müssten, ist mir ein Rätsel. Ich will mich aber nicht beschweren – schließlich verdient man an den Börsen meistens nur dadurch, dass man besser ist als andere – aber das ist ein anderes Thema
ZEW-Index sinkt wieder unerwartet
Der ZEW-Index ist nach den neuesten Zahlen unerwartet gesunken, und zwar auf minus 40,7 Punkte.
Chart
Damit ist zwar noch nicht ein solcher Extremwert wie 2003 erreicht worden, aber natürlich hat auch der Dax noch nicht - wie 2003 – 75 % seit dem Hoch verloren. Angesichts des doch verhältnismäßig geringen aktuellen Dax-Rückgangs kann man bei diesen Werten schon von einer extrem schlechten Stimmung sprechen.
Das große Problem
Aber genau das ist mein Problem. Eigentlich spricht alles dafür, zu kaufen und zu kaufen und noch mehr zu kaufen. Banken, die unter Buchwert notieren, Aktien, die im Vergleich zum Rentenmarkt extrem preiswert sind, niedrigste Zinsen und Skepsis, Angst und trübe Stimmung.
Hinzu kommt, dass mittlerweile sogar ich skeptisch werde, und das liegt an zwei Faktoren:
1. Dax ohne Zeichen von Stärke
Mich stört, dass der Dax mit der letzten Aufwärtsbewegung seit dem Tief nicht einmal die 7000er Marke zurückerobern konnte, geschweige denn den alten Widerstand bei 7044 Punkten. Hätte der Dax das geschafft, wäre es ein erstes wichtiges Zeichen von Stärke gewesen. Das ist ausgeblieben. Der Einbruch der letzten Tage beweist demnach, dass die Bullen noch nicht genug Kraft haben.
Chart
Noch ist nichts verloren
Ich hatte gestern geschrieben, dass es nun noch einige Möglichkeiten für die Bullen gibt, die Kuh vom Eis zu bringen.
Als erstes wäre die bekannte 123-Erholung zu nennen (hier blau eingezeichnet). In diesem Fall sollten sich die Kurse auf dem aktuellen Niveau erholen und schnell das letzte kleine Hoch (hier die 2) nach oben überwinden.
Fallen die Kurse weiter, könnte es zweitens noch zu einer großen W-Formation kommen (grüne Linien). Ob es dann im Anschluss noch einmal zu einem Einbruch nach Erreichen der 7050er / 7100er Marke kommt (inverse SKKS) sei zurzeit einmal dahingestellt.
Allen diesen Varianten ist aber eines gemeinsam: Nur wenn die Kurse die 7044-7100 Marke nachhaltig nach oben nehmen, wird das Gesamtbild bullisher. Bis dahin ist leider immer noch alles möglich, auch deutlich tiefere Kurse.
2. Die große Seitwärtsbewegung
Wenn es wieder zu fallenden Kursen kommt, die Bullen also ihre Chancen nicht nutzen, müssen wir uns tatsächlich trotz niedrigster Zinsen, niedriger Bewertung und schlechtem Sentiment fragen, ob wir uns nicht bereits in der großen Seitwärtsbewegung befinden, die ich eigentlich erst frühestens ab 2009 erwartet hatte. Wie Sie wissen, sollte Auslöser dieser Seitwärtsbewegung das Ende der deflationären Effekte der Globalisierung sein.
Inflation überall
Und hier erschrecken mich die neuesten Nachrichten aus aller Welt. Überall nimmt die Inflation zu und zwar nicht nur (wie schon bekannt) aufgrund der Energie- und Nahrungsmittelpreise, sondern eben auch schon, weil die Ansprüche der Menschen in den Emerging Markets deutlich steigen. Das führt zu höheren Lohnforderungen, die wiederum die Kosten der Produktion zusätzlich belasten. Dieser Mix aus hohen Energiepreisen und steigenden Löhnen ist ein eindeutiges Zeichen, dass die ehemals deflationär wirkende Niedrigpreispolitik der Emerging Markets nicht mehr aufrecht erhalten werden kann.
Hoher Ölpreis
Wenn der Ölpreis nicht bald sinkt, dann kann diese Inflationsentwicklung, die wir aktuell überall sehen, also tatsächlich schon der Anfang vom Ende des faktisch deflationären Zeitalters sein. Diese deflationären Effekte hatten es den Notenbanken ermöglicht, die Zinsen niedrig zu halten und damit zu den großen Bewegungen an den Börsen geführt.
Zugegebenermaßen wäre dieses Szenario damit etwas früher als erwartet eingetreten. Wobei diese beschleunigte Entwicklung auch mit der Kreditmarktkrise und den dadurch stark gesunkenen Zinsen in den USA sowie dem schwachen Dollar mitverursacht wird.
Die eigentliche Sorge
Und genau diese weltweit auftretende Inflation (und nicht etwa die Kreditmarktkrise) bereitet mir Sorgen. Die Kreditmarktkrise ist mit hoher Wahrscheinlichkeit eine vorübergehende Entwicklung. Der Eintritt in eine Phase der Inflation ist mit mindestens genauso hoher Wahrscheinlichkeit eine wesentlich nachhaltigere Entwicklung. Ich rede hier von mindestens 15-20 Jahre.
Und das alles wirft die Frage auf, ob es überhaupt noch zu der letzten massiven Rallye kommt, die ich erwarte.
Zu viele sind einer Meinung
Was mich dabei etwas bedenklich stimmt, ist, dass eigentlich alle mit einem Ende der Rallye Anfang 2009 rechnen. Immer wenn eine Idee Konsens geworden ist, muss man sich selbst wieder davon verabschieden. Also entweder war es das jetzt schon oder aber die Rallye verschiebt sich nach hinten und geht weit ins Jahr 2009 hinein. Dazu aber mehr in den nächsten Tagen...
Viele Grüße
Jochen Steffens"
(die Entwicklung von weltweit eher deflationären
hin zu inflationären Effekten sollte auf jeden Fall,
m.A. nach, -durch die Globalisierung und enorm vielen
Emerging Markets- absolut richtig sein
-und eine davon sehr wahrscheinliche Konsequenz wären
dann längerfristig sehr viel stärkere inflationäre
Auswüchse der Weltwirtschaft)
"Sind wir schon weiter als wir denken?
von Jochen Steffens
Wenn Sie mich schon länger lesen, wissen Sie, dass ich den ZEW–Index als Kontraindikator betrachte. Schließlich wird er unter 350 Finanzexperten erhoben, und auch bei diesen gilt: die Masse liegt immer falsch.
Den absoluten Tiefstand der letzten 10 Jahre hatte dieser Index natürlich genau im März 2003 mit minus 96 Punkten, also genau zu dem Zeitpunkt, an dem diese unglaubliche Rallye im Dax von ca. 2200 Punkten bis auf über 8000 Punkte startete. Und genauso leicht ist, es den absoluten Hochpunkt des ZEW-Index auszumachen. Dieser findet sich selbstredend mit 90 Punkten im Januar 2000, also kurz vor dem massiven Einbruch bis 2003.
Finanzexperten sind demnach auch nicht besser...
Wenn Sie also meinen, diese „Finanzexperten“ könnten sich der Mainstream-Stimmung entziehen: nichts dergleichen... Warum das so ist, da doch eigentlich die meisten zumindest schon etwas von dem antizyklischen Ansatz gehört haben müssten, ist mir ein Rätsel. Ich will mich aber nicht beschweren – schließlich verdient man an den Börsen meistens nur dadurch, dass man besser ist als andere – aber das ist ein anderes Thema
ZEW-Index sinkt wieder unerwartet
Der ZEW-Index ist nach den neuesten Zahlen unerwartet gesunken, und zwar auf minus 40,7 Punkte.
Chart
Damit ist zwar noch nicht ein solcher Extremwert wie 2003 erreicht worden, aber natürlich hat auch der Dax noch nicht - wie 2003 – 75 % seit dem Hoch verloren. Angesichts des doch verhältnismäßig geringen aktuellen Dax-Rückgangs kann man bei diesen Werten schon von einer extrem schlechten Stimmung sprechen.
Das große Problem
Aber genau das ist mein Problem. Eigentlich spricht alles dafür, zu kaufen und zu kaufen und noch mehr zu kaufen. Banken, die unter Buchwert notieren, Aktien, die im Vergleich zum Rentenmarkt extrem preiswert sind, niedrigste Zinsen und Skepsis, Angst und trübe Stimmung.
Hinzu kommt, dass mittlerweile sogar ich skeptisch werde, und das liegt an zwei Faktoren:
1. Dax ohne Zeichen von Stärke
Mich stört, dass der Dax mit der letzten Aufwärtsbewegung seit dem Tief nicht einmal die 7000er Marke zurückerobern konnte, geschweige denn den alten Widerstand bei 7044 Punkten. Hätte der Dax das geschafft, wäre es ein erstes wichtiges Zeichen von Stärke gewesen. Das ist ausgeblieben. Der Einbruch der letzten Tage beweist demnach, dass die Bullen noch nicht genug Kraft haben.
Chart
Noch ist nichts verloren
Ich hatte gestern geschrieben, dass es nun noch einige Möglichkeiten für die Bullen gibt, die Kuh vom Eis zu bringen.
Als erstes wäre die bekannte 123-Erholung zu nennen (hier blau eingezeichnet). In diesem Fall sollten sich die Kurse auf dem aktuellen Niveau erholen und schnell das letzte kleine Hoch (hier die 2) nach oben überwinden.
Fallen die Kurse weiter, könnte es zweitens noch zu einer großen W-Formation kommen (grüne Linien). Ob es dann im Anschluss noch einmal zu einem Einbruch nach Erreichen der 7050er / 7100er Marke kommt (inverse SKKS) sei zurzeit einmal dahingestellt.
Allen diesen Varianten ist aber eines gemeinsam: Nur wenn die Kurse die 7044-7100 Marke nachhaltig nach oben nehmen, wird das Gesamtbild bullisher. Bis dahin ist leider immer noch alles möglich, auch deutlich tiefere Kurse.
2. Die große Seitwärtsbewegung
Wenn es wieder zu fallenden Kursen kommt, die Bullen also ihre Chancen nicht nutzen, müssen wir uns tatsächlich trotz niedrigster Zinsen, niedriger Bewertung und schlechtem Sentiment fragen, ob wir uns nicht bereits in der großen Seitwärtsbewegung befinden, die ich eigentlich erst frühestens ab 2009 erwartet hatte. Wie Sie wissen, sollte Auslöser dieser Seitwärtsbewegung das Ende der deflationären Effekte der Globalisierung sein.
Inflation überall
Und hier erschrecken mich die neuesten Nachrichten aus aller Welt. Überall nimmt die Inflation zu und zwar nicht nur (wie schon bekannt) aufgrund der Energie- und Nahrungsmittelpreise, sondern eben auch schon, weil die Ansprüche der Menschen in den Emerging Markets deutlich steigen. Das führt zu höheren Lohnforderungen, die wiederum die Kosten der Produktion zusätzlich belasten. Dieser Mix aus hohen Energiepreisen und steigenden Löhnen ist ein eindeutiges Zeichen, dass die ehemals deflationär wirkende Niedrigpreispolitik der Emerging Markets nicht mehr aufrecht erhalten werden kann.
Hoher Ölpreis
Wenn der Ölpreis nicht bald sinkt, dann kann diese Inflationsentwicklung, die wir aktuell überall sehen, also tatsächlich schon der Anfang vom Ende des faktisch deflationären Zeitalters sein. Diese deflationären Effekte hatten es den Notenbanken ermöglicht, die Zinsen niedrig zu halten und damit zu den großen Bewegungen an den Börsen geführt.
Zugegebenermaßen wäre dieses Szenario damit etwas früher als erwartet eingetreten. Wobei diese beschleunigte Entwicklung auch mit der Kreditmarktkrise und den dadurch stark gesunkenen Zinsen in den USA sowie dem schwachen Dollar mitverursacht wird.
Die eigentliche Sorge
Und genau diese weltweit auftretende Inflation (und nicht etwa die Kreditmarktkrise) bereitet mir Sorgen. Die Kreditmarktkrise ist mit hoher Wahrscheinlichkeit eine vorübergehende Entwicklung. Der Eintritt in eine Phase der Inflation ist mit mindestens genauso hoher Wahrscheinlichkeit eine wesentlich nachhaltigere Entwicklung. Ich rede hier von mindestens 15-20 Jahre.
Und das alles wirft die Frage auf, ob es überhaupt noch zu der letzten massiven Rallye kommt, die ich erwarte.
Zu viele sind einer Meinung
Was mich dabei etwas bedenklich stimmt, ist, dass eigentlich alle mit einem Ende der Rallye Anfang 2009 rechnen. Immer wenn eine Idee Konsens geworden ist, muss man sich selbst wieder davon verabschieden. Also entweder war es das jetzt schon oder aber die Rallye verschiebt sich nach hinten und geht weit ins Jahr 2009 hinein. Dazu aber mehr in den nächsten Tagen...
Viele Grüße
Jochen Steffens"
glaube nicht die schlechtesten ausgesucht zu haben...
"Mosquito Files CUMO NI 43-101, Announces 1.1 Billion Tons of Higher-Grade Multi-Element Mineralization
Wednesday April 16, 6:00 am ET
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Apr 16, 2008 -- Mosquito Consolidated Gold Mines Limited (Mosquito) (CDNX:MSQ.V - News) is pleased to report receipt of the completed National Instrument 43-101 technical report on its Idaho-based CUMO molybdenum-copper project and its filing with SEDAR (www.sedar.com).
ADVERTISEMENT
The Company is also pleased to announce that detailed examination of the 43-101 report, prepared by Giroux Consultants, an independent, internationally recognized mineral industry consultant, and of individual blocks comprising the resource has shown that the CUMO project contains over one billion tons of higher-grade open-pit accessible multi-element resources. As a result of this new information, Mosquito has decided to concentrate on expanding the higher-grade areas of the individual metal zones.
"CUMO has 1.1 Billion tons of open-pit accessible multi-element mineralization in higher-grade zones," said Mosquito President Brian McClay. "This includes 2.1 Billion pounds of 'moly' (molybdenum oxide), 1.4 Billion pounds of copper, 68 Million ounces of silver and 102 Million pounds of tungsten. CUMO is a company-maker and we expect to develop the project significantly further during 2008."
The following charts list the tonnage and grade contained in each of the higher-grade zones, with each zone assigned a different cutoff as they are thick and easily identified.
Copper-Silver zone
--------------------------------------------------------------------------
Molyb- Molyb-
denum Copper denum Copper Silver Tungsten
Cutoff Tons MoS2 Cu MoS2 Cu Ag W
--------------------------------------------------------------------------
Grade millions Equiv. % Equiv. % % % ppm ppm
--------------------------------------------------------------------------
0.2% Cu 30.8 0.062 0.70 0.013 0.24 5.09 49.0
--------------------------------------------------------------------------
Copper-Molybdenum zone
--------------------------------------------------------------------------
Molyb- Molyb-
denum Copper denum Copper Silver Tungsten
Cutoff Tons MoS2 Cu MoS2 Cu Ag W
--------------------------------------------------------------------------
Grade millions Equiv. % Equiv. % % % ppm ppm
--------------------------------------------------------------------------
0.08% MoS2 284.3 0.146 1.64 0.107 0.115 3.35 53.0
--------------------------------------------------------------------------
Molybdenum zone
--------------------------------------------------------------------------
Molyb- Molyb-
denum Copper denum Copper Silver Tungsten
Cutoff Tons MoS2 Cu MoS2 Cu Ag W
--------------------------------------------------------------------------
Grade millions Equiv. % Equiv. % % % ppm ppm
--------------------------------------------------------------------------
0.07% MoS2 788.1 0.137 1.54 0.111 0.041 1.57 44.0
--------------------------------------------------------------------------
The combined value of these three higher-grade zones is 1.103 Billion tons of material consisting of the following:
2.127 Billion pounds of molybdenum oxide (current price $33.70/lb);
1.449 Billion pounds of copper (current price $3.90/lb);
68 Million ounces of silver (current price $17/ounce);
102 Million pounds of tungsten (current price $17/lb).
Significant quantities of the valuable high-tech metals rhenium and gallium - by-product metals associated with copper and molybdenum mineralization - have also been identified. Due to the lack of historical assays, these metals have not been included in the calculations.
Mosquito is deploying five drills to the CUMO property from its wholly-owned subsidiary Kirkness Drilling with operations to commence during the first week of May. In a strategy geared to both short-term and long-term results, the Company will dedicate three drills to expanding the CUMO resource, which presently consists of just 20% of a much larger mineralized system covered by the property, and two drills to delineating the edges of the mineralized zone.
"Our main objective for additional drilling is to expand the identified resource and convert its inferred mineral resources to indicated and measured. Concurrently, we also want to determine the overall size of the CUMO resource by drilling at or near the edges of the mineralized zone," stated Shaun Dykes, Exploration Manager and Director of Mosquito.
In addition to drilling operations, Mosquito is commencing engineering studies on designated mill, waste dump and tailings sites. Economic analysis of potential open-pit scenarios is also being conducted. A metallurgical study of a one-ton sample from CUMO is currently underway with results expected by end of May.
Mr. Shaun M. Dykes, M.Sc. (Eng), P.Geo., Exploration Manager and Director of Mosquito is the designated qualified person for the CUMO Project, and prepared the technical information contained in this news release.
On Behalf of the Board
MOSQUITO CONSOLIDATED GOLD MINES LTD.
Brian McClay, President
About Mosquito Consolidated Gold Mines
Founded in 1971 and headquartered in Vancouver, Canada, Mosquito Consolidated Gold Mines Limited (www.mosquitogold.com) is a mining exploration and development company with a diverse portfolio of high-potential precious and base metals projects, located in low-political-risk environments in North America and Australia. The Company's primary focus is the development of its Idaho-based CUMO deposit, recognized as one of the largest molybdenum-copper porphyry deposits in the world, and its Nevada-based Pine Tree porphyry copper-molybdenum-silver project.
This news release was prepared by management who takes full responsibility for its contents.
This news release includes certain statements that express management's expectation or estimates of future performance and may be deemed "forward-looking statements". These forward-looking statements include plans, estimates, forecasts and statements as to management's expectations regarding the CUMO Project. These forward-looking statements involve assumptions, risks and uncertainties and actual results may vary materially. For these reasons shareholders should not place undue reliance on such forward-looking information.
United States residents are cautioned that some of the information that may be published by Mosquito may not be consistent with United States Securities and Exchange Commission disclosure rules and may be materially different from what the Company is permitted to disclose in the United States and therefore United States residents should not rely on such information.
Notes:
Copper equivalent (Cu. Equiv.) and Molybdenite Equiv. (MoS2 Equiv.) are based on the following metal prices (all in US$):
Copper $2.00/lb, Molybdenum Oxide ($25/lb), Silver $0.32/gram and Tungsten 7.00/lb
Other factors include 1% equals 20 pounds; 1 ppm equals 1 gm/T; 1000 ppb equals 1 ppm equals 1 gm/T.
Molybdenum is sold as either ferro-molybdenite or molybdenum oxide.
The price used is $25 per pound Molybdenum oxide.
To obtain the amount of Molybdenum oxide that can be produced from MoS2, the following is required: convert MoS2 to Mo by dividing MoS2 by 1.6681 then convert to MoO3 (Molybdenum Oxide) by multiplying by 1.5.
Therefore the amount of molybdenum oxide is pounds MoS2 times 1.5 / 1.6681.
Metallurgical recoveries and net smelter returns are assumed to be 100%
Formulas:
Cu. Equiv. equals ((cu x 20 x $(copper)) + ((MoS2 x 20 x (1.5/1.6681) x $(MoO3)) + (Ag x $) + (W x $))/$(copper)
MoS2. Equiv. equals ((cu x 20 x $(copper)) + (MoS2 x 20 x (1.5/1.6681) x $(MoO3)) + (Ag x $(silver) + (W x $(tungsten)))/ ((1.6681/1.5) x $(MoO3))
Mineral Resources do not have demonstrated economic viability.
An Inferred Mineral Resource is that part of a mineral resource for which quantity and grade can be estimated, on the basis of geological evidence and limited sampling and reasonably assumed geological and grade continuity.
The TSX-Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.
Contact:
Contacts:
Mosquito Consolidated Gold Mines Limited
Brian McClay
President
(604) 689-7902
(604) 689-7816 (FAX)
Website: http://www.mosquitogold.com
Source: Mosquito Consolidated Gold Mines Limited"
"Mosquito Files CUMO NI 43-101, Announces 1.1 Billion Tons of Higher-Grade Multi-Element Mineralization
Wednesday April 16, 6:00 am ET
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Apr 16, 2008 -- Mosquito Consolidated Gold Mines Limited (Mosquito) (CDNX:MSQ.V - News) is pleased to report receipt of the completed National Instrument 43-101 technical report on its Idaho-based CUMO molybdenum-copper project and its filing with SEDAR (www.sedar.com).
ADVERTISEMENT
The Company is also pleased to announce that detailed examination of the 43-101 report, prepared by Giroux Consultants, an independent, internationally recognized mineral industry consultant, and of individual blocks comprising the resource has shown that the CUMO project contains over one billion tons of higher-grade open-pit accessible multi-element resources. As a result of this new information, Mosquito has decided to concentrate on expanding the higher-grade areas of the individual metal zones.
"CUMO has 1.1 Billion tons of open-pit accessible multi-element mineralization in higher-grade zones," said Mosquito President Brian McClay. "This includes 2.1 Billion pounds of 'moly' (molybdenum oxide), 1.4 Billion pounds of copper, 68 Million ounces of silver and 102 Million pounds of tungsten. CUMO is a company-maker and we expect to develop the project significantly further during 2008."
The following charts list the tonnage and grade contained in each of the higher-grade zones, with each zone assigned a different cutoff as they are thick and easily identified.
Copper-Silver zone
--------------------------------------------------------------------------
Molyb- Molyb-
denum Copper denum Copper Silver Tungsten
Cutoff Tons MoS2 Cu MoS2 Cu Ag W
--------------------------------------------------------------------------
Grade millions Equiv. % Equiv. % % % ppm ppm
--------------------------------------------------------------------------
0.2% Cu 30.8 0.062 0.70 0.013 0.24 5.09 49.0
--------------------------------------------------------------------------
Copper-Molybdenum zone
--------------------------------------------------------------------------
Molyb- Molyb-
denum Copper denum Copper Silver Tungsten
Cutoff Tons MoS2 Cu MoS2 Cu Ag W
--------------------------------------------------------------------------
Grade millions Equiv. % Equiv. % % % ppm ppm
--------------------------------------------------------------------------
0.08% MoS2 284.3 0.146 1.64 0.107 0.115 3.35 53.0
--------------------------------------------------------------------------
Molybdenum zone
--------------------------------------------------------------------------
Molyb- Molyb-
denum Copper denum Copper Silver Tungsten
Cutoff Tons MoS2 Cu MoS2 Cu Ag W
--------------------------------------------------------------------------
Grade millions Equiv. % Equiv. % % % ppm ppm
--------------------------------------------------------------------------
0.07% MoS2 788.1 0.137 1.54 0.111 0.041 1.57 44.0
--------------------------------------------------------------------------
The combined value of these three higher-grade zones is 1.103 Billion tons of material consisting of the following:
2.127 Billion pounds of molybdenum oxide (current price $33.70/lb);
1.449 Billion pounds of copper (current price $3.90/lb);
68 Million ounces of silver (current price $17/ounce);
102 Million pounds of tungsten (current price $17/lb).
Significant quantities of the valuable high-tech metals rhenium and gallium - by-product metals associated with copper and molybdenum mineralization - have also been identified. Due to the lack of historical assays, these metals have not been included in the calculations.
Mosquito is deploying five drills to the CUMO property from its wholly-owned subsidiary Kirkness Drilling with operations to commence during the first week of May. In a strategy geared to both short-term and long-term results, the Company will dedicate three drills to expanding the CUMO resource, which presently consists of just 20% of a much larger mineralized system covered by the property, and two drills to delineating the edges of the mineralized zone.
"Our main objective for additional drilling is to expand the identified resource and convert its inferred mineral resources to indicated and measured. Concurrently, we also want to determine the overall size of the CUMO resource by drilling at or near the edges of the mineralized zone," stated Shaun Dykes, Exploration Manager and Director of Mosquito.
In addition to drilling operations, Mosquito is commencing engineering studies on designated mill, waste dump and tailings sites. Economic analysis of potential open-pit scenarios is also being conducted. A metallurgical study of a one-ton sample from CUMO is currently underway with results expected by end of May.
Mr. Shaun M. Dykes, M.Sc. (Eng), P.Geo., Exploration Manager and Director of Mosquito is the designated qualified person for the CUMO Project, and prepared the technical information contained in this news release.
On Behalf of the Board
MOSQUITO CONSOLIDATED GOLD MINES LTD.
Brian McClay, President
About Mosquito Consolidated Gold Mines
Founded in 1971 and headquartered in Vancouver, Canada, Mosquito Consolidated Gold Mines Limited (www.mosquitogold.com) is a mining exploration and development company with a diverse portfolio of high-potential precious and base metals projects, located in low-political-risk environments in North America and Australia. The Company's primary focus is the development of its Idaho-based CUMO deposit, recognized as one of the largest molybdenum-copper porphyry deposits in the world, and its Nevada-based Pine Tree porphyry copper-molybdenum-silver project.
This news release was prepared by management who takes full responsibility for its contents.
This news release includes certain statements that express management's expectation or estimates of future performance and may be deemed "forward-looking statements". These forward-looking statements include plans, estimates, forecasts and statements as to management's expectations regarding the CUMO Project. These forward-looking statements involve assumptions, risks and uncertainties and actual results may vary materially. For these reasons shareholders should not place undue reliance on such forward-looking information.
United States residents are cautioned that some of the information that may be published by Mosquito may not be consistent with United States Securities and Exchange Commission disclosure rules and may be materially different from what the Company is permitted to disclose in the United States and therefore United States residents should not rely on such information.
Notes:
Copper equivalent (Cu. Equiv.) and Molybdenite Equiv. (MoS2 Equiv.) are based on the following metal prices (all in US$):
Copper $2.00/lb, Molybdenum Oxide ($25/lb), Silver $0.32/gram and Tungsten 7.00/lb
Other factors include 1% equals 20 pounds; 1 ppm equals 1 gm/T; 1000 ppb equals 1 ppm equals 1 gm/T.
Molybdenum is sold as either ferro-molybdenite or molybdenum oxide.
The price used is $25 per pound Molybdenum oxide.
To obtain the amount of Molybdenum oxide that can be produced from MoS2, the following is required: convert MoS2 to Mo by dividing MoS2 by 1.6681 then convert to MoO3 (Molybdenum Oxide) by multiplying by 1.5.
Therefore the amount of molybdenum oxide is pounds MoS2 times 1.5 / 1.6681.
Metallurgical recoveries and net smelter returns are assumed to be 100%
Formulas:
Cu. Equiv. equals ((cu x 20 x $(copper)) + ((MoS2 x 20 x (1.5/1.6681) x $(MoO3)) + (Ag x $) + (W x $))/$(copper)
MoS2. Equiv. equals ((cu x 20 x $(copper)) + (MoS2 x 20 x (1.5/1.6681) x $(MoO3)) + (Ag x $(silver) + (W x $(tungsten)))/ ((1.6681/1.5) x $(MoO3))
Mineral Resources do not have demonstrated economic viability.
An Inferred Mineral Resource is that part of a mineral resource for which quantity and grade can be estimated, on the basis of geological evidence and limited sampling and reasonably assumed geological and grade continuity.
The TSX-Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.
Contact:
Contacts:
Mosquito Consolidated Gold Mines Limited
Brian McClay
President
(604) 689-7902
(604) 689-7816 (FAX)
Website: http://www.mosquitogold.com
Source: Mosquito Consolidated Gold Mines Limited"
das war die vorletzte Unternehmensmeldung von 'Mosquito'...
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
und ich würde ja auch mal sehr nahe legen,
sich das letzte Unternehmensupdate von
'Continental Precious Minerals' anzugucken.
sich das letzte Unternehmensupdate von
'Continental Precious Minerals' anzugucken.
Kommentar/Rating zu 'Churchill Mining', 5S.
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Der Trick der amerikanischen Immobilien-Finanzierer
von Daniel Wilhelmi
Machen wir weiter mit der Frage von Herrn Stefan S. über die US-Immobilienkrise. Wie ich schon am Dienstag sagte, begann der Anfang vom Ende schon ca. 2005, als der Immobilienmarkt de facto dicht war und solventen Bürgern zusätzliche Häuser als Immobilienspekulationen angedreht wurden bzw. der Subprime-Segment erschlossen wurde.
Dabei gingen die Kreditfirmen sehr clever vor: In den erste 2 Jahren waren die Zinsen für nicht-kreditwürdige Kunden ungewöhnlich niedrig. Aber nur, um dann nach 2 Jahren massiv anzuziehen. Das ist ja auch logisch: Da das Subprime-Segment eigentlich nicht kreditwürdig ist, brauchen die Kredit-Unternehmen höhere Zinsen, um sich gegen Zahlungsausfälle abzusichern.
Und die Käufer sprangen auf diese Kredit-Raten auf, wie Fliegen auf das Marmeladen-Brötchen. Denn der Gedanke der Amis war folgender: Ich kaufe das Haus jetzt zu den günstigen Raten und verkaufe es sowieso mit einem großen Profit innerhalb der ersten 2 Jahre, und kriege damit von den dann massiv ansteigenden Raten nichts mit.
Aber dann kam der Immobiliemarkt 2006 und vor allem 2007 fast völlig zum Erliegen. Es wurde immer schwieriger, Immobilien zu guten Preisen zu verkaufen. Es gab einfach keine Käufer. Und dann begannen die Kreditraten zu steigen – und zwar gewaltig. Die Käufer konnten diese höheren Kredite aber nicht mehr bedienen. Vor allem, da in den USA die Benzinpreise und die Lebensmittelpreise massiv angestiegen sind. Die Folge: Immer mehr Menschen konnten ihre Raten nicht mehr bezahlen und erklärten Zahlungsunfähigkeit.
Kommen wir damit zu dem Punkt von Herrn S., dass die sinkenden Zinsen ja nun den gegenseitigen Effekt haben müssten. Das stimmt so leider nicht. Das wird im TV und der allgemeinen Wirtschaftspresse gerne so dargestellt. Aber ganz ehrlich: Das zeigt mir nur, wie wenig Ahnung viele der Interviewpartner im TV davon haben, wie die US-Gesellschaft wirklich funktioniert.
Zuerst der Punkt, der bekannt ist, aber von den Banken natürlich nicht gerne nach außen getragen wird: Die Zinsen sinken zwar, aber die Banken geben diese sinkenden Zinsen noch nicht in gleichem Masse an die Endkunden weiter. Vielmehr nutzen sie die nun niedrigen Zinsen, um ihre Bilanzen zu gesunden, indem sie mehr Geld an den Kreditzahlungen verdienen, indem sie nun günstiger Kredite aufnehmen können, diese aber zu den alten Raten an die Endkunden weitergeben.
Erst wenn die Banken die Tresore wieder voller Geld haben, werden die niedrigen Zinsen wirklich aggressiv an die Kunden weitergegeben. Wir haben also niedrige Zinsen, aber die kommen bei den Leuten nicht 1:1 an.
Nun der 2. Punkt: Dieser Punkt ist so wichtig und wird in Deutschland völlig missverstanden, weil viele Analysten eben die USA nur aus dem Florida-Urlaub und den Statistiken kennen. In den USA wird alles auf Kredit gekauft. Alles. Anders als in Deutschland, wo wir vieles bar bezahlen, ist die USA eine Gesellschaft von laufenden Kreditkarten. Wenn Sie abends mit 5 Amis um die Häuser zeihen, dann werden 3-4 davon ihre Rechnungen von 10-20 US$ in den Bars mit Kreditkarte bezahlen. In Deutschland ist ein derartiges Verhalten unbekannt.
Aber die Kreditkarte spielt in de Deutschland eben auch nicht eine derartig zentrale Rolle im alltäglichen Leben wie in den USA. Deshalb ist der so genannte „Credit-Score“, also das Kredit-Rating in den USA das wahre Rückrat der US-Wirtschaft. Der „Credit-Score“ ist sozusagen das Gegenstück zur deutschen „Schufa“ und gibt Auskunft über die Kreditwürdigkeit der Amis. Wenn Sie einen perfekten „Credit-Score“ haben, dann können Sie in den USA das Space-Shuttle kaufen, selbst wenn sie nur ein Jahreseinkommen von 50.000 US$ haben. Weiter geht’s nächste Woche.
Have a successful day,
Ihr
Daniel Wilhelmi"
von Daniel Wilhelmi
Machen wir weiter mit der Frage von Herrn Stefan S. über die US-Immobilienkrise. Wie ich schon am Dienstag sagte, begann der Anfang vom Ende schon ca. 2005, als der Immobilienmarkt de facto dicht war und solventen Bürgern zusätzliche Häuser als Immobilienspekulationen angedreht wurden bzw. der Subprime-Segment erschlossen wurde.
Dabei gingen die Kreditfirmen sehr clever vor: In den erste 2 Jahren waren die Zinsen für nicht-kreditwürdige Kunden ungewöhnlich niedrig. Aber nur, um dann nach 2 Jahren massiv anzuziehen. Das ist ja auch logisch: Da das Subprime-Segment eigentlich nicht kreditwürdig ist, brauchen die Kredit-Unternehmen höhere Zinsen, um sich gegen Zahlungsausfälle abzusichern.
Und die Käufer sprangen auf diese Kredit-Raten auf, wie Fliegen auf das Marmeladen-Brötchen. Denn der Gedanke der Amis war folgender: Ich kaufe das Haus jetzt zu den günstigen Raten und verkaufe es sowieso mit einem großen Profit innerhalb der ersten 2 Jahre, und kriege damit von den dann massiv ansteigenden Raten nichts mit.
Aber dann kam der Immobiliemarkt 2006 und vor allem 2007 fast völlig zum Erliegen. Es wurde immer schwieriger, Immobilien zu guten Preisen zu verkaufen. Es gab einfach keine Käufer. Und dann begannen die Kreditraten zu steigen – und zwar gewaltig. Die Käufer konnten diese höheren Kredite aber nicht mehr bedienen. Vor allem, da in den USA die Benzinpreise und die Lebensmittelpreise massiv angestiegen sind. Die Folge: Immer mehr Menschen konnten ihre Raten nicht mehr bezahlen und erklärten Zahlungsunfähigkeit.
Kommen wir damit zu dem Punkt von Herrn S., dass die sinkenden Zinsen ja nun den gegenseitigen Effekt haben müssten. Das stimmt so leider nicht. Das wird im TV und der allgemeinen Wirtschaftspresse gerne so dargestellt. Aber ganz ehrlich: Das zeigt mir nur, wie wenig Ahnung viele der Interviewpartner im TV davon haben, wie die US-Gesellschaft wirklich funktioniert.
Zuerst der Punkt, der bekannt ist, aber von den Banken natürlich nicht gerne nach außen getragen wird: Die Zinsen sinken zwar, aber die Banken geben diese sinkenden Zinsen noch nicht in gleichem Masse an die Endkunden weiter. Vielmehr nutzen sie die nun niedrigen Zinsen, um ihre Bilanzen zu gesunden, indem sie mehr Geld an den Kreditzahlungen verdienen, indem sie nun günstiger Kredite aufnehmen können, diese aber zu den alten Raten an die Endkunden weitergeben.
Erst wenn die Banken die Tresore wieder voller Geld haben, werden die niedrigen Zinsen wirklich aggressiv an die Kunden weitergegeben. Wir haben also niedrige Zinsen, aber die kommen bei den Leuten nicht 1:1 an.
Nun der 2. Punkt: Dieser Punkt ist so wichtig und wird in Deutschland völlig missverstanden, weil viele Analysten eben die USA nur aus dem Florida-Urlaub und den Statistiken kennen. In den USA wird alles auf Kredit gekauft. Alles. Anders als in Deutschland, wo wir vieles bar bezahlen, ist die USA eine Gesellschaft von laufenden Kreditkarten. Wenn Sie abends mit 5 Amis um die Häuser zeihen, dann werden 3-4 davon ihre Rechnungen von 10-20 US$ in den Bars mit Kreditkarte bezahlen. In Deutschland ist ein derartiges Verhalten unbekannt.
Aber die Kreditkarte spielt in de Deutschland eben auch nicht eine derartig zentrale Rolle im alltäglichen Leben wie in den USA. Deshalb ist der so genannte „Credit-Score“, also das Kredit-Rating in den USA das wahre Rückrat der US-Wirtschaft. Der „Credit-Score“ ist sozusagen das Gegenstück zur deutschen „Schufa“ und gibt Auskunft über die Kreditwürdigkeit der Amis. Wenn Sie einen perfekten „Credit-Score“ haben, dann können Sie in den USA das Space-Shuttle kaufen, selbst wenn sie nur ein Jahreseinkommen von 50.000 US$ haben. Weiter geht’s nächste Woche.
Have a successful day,
Ihr
Daniel Wilhelmi"
World Exploration Trends
www.metalseconomics.com
www.metalseconomics.com
"Polo Resources keeps buying Caledon
Thursday, April 17, 2008, 01:42 PM
Polo Resources, an Australian based company with investments in coal and uranium in Bangladesh and Mongolia, announced that it had increased its stake in AIM & ASX listed coal producer, Caledon Resources ( AIM/ASX: CDN ). Polo Resources now holds 7.79% of Caledon Resources, or 13.3 million shares."
www.poloresources.com
Thursday, April 17, 2008, 01:42 PM
Polo Resources, an Australian based company with investments in coal and uranium in Bangladesh and Mongolia, announced that it had increased its stake in AIM & ASX listed coal producer, Caledon Resources ( AIM/ASX: CDN ). Polo Resources now holds 7.79% of Caledon Resources, or 13.3 million shares."
www.poloresources.com
das macht, finde ich, auch Spaß sich anzugucken...
(Kurzübersicht, trotzdem ziemlich groß)
www.uraniumnorthresources.com/i/pdf/brochure.pdf
(Kurzübersicht, trotzdem ziemlich groß)
www.uraniumnorthresources.com/i/pdf/brochure.pdf
"Cardero Announces Magnetic Survey Results & Exploration Potential for Pampa de Pongo Iron Deposit
Thursday April 17, 1:58 pm ET
NI 43-101 Resource of 953Mt @ 44.7% Iron and 0.12% Copper
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Apr 17, 2008 -- Cardero Resource Corp. ("Cardero" or the "Company") (Toronto:CDU.TO - News)(AMEX:CDY - News)(Frankfurt:CR5.F - News) is pleased to announce detailed ground magnetic survey results and the interpretation of the significant exploration potential at its 100% owned Pampa de Pongo Iron Deposit in Peru. Pampa de Pongo is the largest undeveloped iron resource on the western seaboard of the Americas, with a N.I. 43-101 Inferred Resource of 953Mt @ 44.7% iron and 0.12% copper. The Company has embarked on an aggressive work program designed to quantify the Pampa de Pongo iron deposit, starting with a magnetic survey, a mining scoping study, a definition drill program and a pre-feasibility study. Cardero will provide regular updates in the coming months as work progresses.
ADVERTISEMENT
Ground Magnetic Survey
Cardero's recently completed detailed ground magnetic survey has identified a large magnetic anomaly located to the south of the known central deposit, where Rio Tinto drilled one drillhole (PPD-04, Figure 1) and intersected significant massive iron mineralization. Given the strong correlation between magnetic anomalies and ore grade intersections in the central deposit, Cardero is confident that the new anomaly to the south has potential to be ore grade. The new anomaly measures 1,400 x 530 metres at its widest point, which is comparable in size with the 848Mt central deposit (1,260 x 890 metres).
The Pampa de Pongo iron deposit has a strong magnetic response, which can be seen on the regional airborne magnetic survey data (Figures 2 and 3). In 2004, Cardero undertook a ground magnetic survey covering the central and southern deposits at Pampa de Pongo (Figure 2). Data from the 2004 survey was processed by Quantec Geophysics and the resulting 3D magnetic body demonstrated an extremely strong correlation with thick, high-grade mineralization intersected during resource definition drilling.
To view Figure 1 please click on the following link: http://media3.marketwire.com/docs/0417cru.jpg
In March 2008, Cardero completed an expanded magnetic survey (Figure 2) to evaluate exploration potential beyond the known resources. Quantec completed inversion modeling of a central area (outlined in Figure 3), which includes the known central deposit. An inversion model is a 3D model highlighting areas of high magnetic susceptibility. A horizontal slice at a depth of 400 metres from surface is presented in Figure 1.
The map shows a strong anomaly in the north of this central area, which corresponds to the central deposit at Pampa de Pongo (848Mt @ 44.9% iron and 0.12% copper).
Critically, the survey has identified a new, large magnetic anomaly located to the south, where Rio Tinto drilled one drillhole (PPD-04, Figure 1) and intersected significant massive iron mineralization. Given the strong correlation between magnetic anomalies and ore grade intersections in the central deposit, Cardero is confident that the new anomaly to the south has potential to be ore grade. The new anomaly measures 1,400 x 530 metres at its widest point, which is comparable in size with the 848Mt central deposit (1,260 x 890 metres).
Drillhole PPD-04 intersected iron mineralization from 276 to 558 metres (282 metres) and from 609.2 to 633.1 metres (23.9 metres). Highlights include:
---------------------------------------------------
Drillhole From (m) To (m) Interval (m) Fe %
---------------------------------------------------
PPD-04 276 290 14 43.57
---------------------------------------------------
PPD-04 296 362 66 43.31
---------------------------------------------------
PPD-04 472 516 44 47.48
---------------------------------------------------
PPD-04 522 536 14 46.02
---------------------------------------------------
PPD-04 609 624 14.8 48.52
---------------------------------------------------
(i) Data sourced from Rio Tinto.
The iron mineralization intersected in drillhole PPD-04, located within the new magnetic anomaly, suggests that the anomaly may be caused by iron mineralisation. As such, this new anomaly represents significant upside potential for the 953Mt Pampa de Pongo Iron deposit.
Project Background
Cardero's 100% owned Pampa de Pongo Iron deposit is the largest undeveloped iron resource on the western seaboard of the Americas, with a NI 43-101 Inferred Resource of 953Mt @ 44.7% iron and 0.12% copper (see September 6, 2005 news release). Readers are cautioned that mineral resources that are not mineral reserves do not have demonstrated economic viability. Mineralization remains open. Cardero is investigating the possibility of extracting iron ore through a combination of open-pit and underground block-caving methods to produce a high grade, direct shipping +65% magnetite ore and a blast furnace or direct reduction grade iron pellet product. Both products would be shipped from a nearby deep water port, 40 kilometres to the west.
Cardero's primary focus during the next 12 months will be to further quantify its iron assets, which enjoy considerable infrastructural advantages in comparison to other similar stage projects globally, including proximity to a under-utilized deep water port, the availability of cheap electrical power, the planned extension of a near-by natural gas pipeline, the proximity of the Pan-American highway bordering the projects, the existence of a pre-existing iron mining labour pool and, finally, a stable, pro-mining government.
Qualified Person
EurGeol Mr. Keith J. Henderson, Cardero's Vice President-Exploration and a qualified person as defined by National Instrument 43-101, has reviewed the scientific and technical information that forms the basis for this news release. Mr. Henderson is not independent of the Company as he is an officer and shareholder.
To view, Figure 2: Regional magnetic image with 2004 detailed survey (blue hatch) and 2008 detailed survey (red box), please click on the following link: http://media3.marketwire.com/docs/0417cru1.jpg
To view, Figure 3: 3D Inversion Model area presented as a plan map (Figure 1), please click on the following link: http://media3.marketwire.com/docs/0417cru2.jpg
About Cardero Resource Corp.
Cardero's focus through 2008 will be to realise the considerable value which it believes is locked in the Company's significant iron assets, while continuing to progress its base and precious metal exploration projects in Argentina and Mexico. The common shares of the Company are currently listed on the Toronto Stock Exchange (symbol CDU), the American Stock Exchange (symbol CDY) and the Frankfurt Stock Exchange (symbol CR5). For further details on the Company readers are referred to the Company's web site (www.cardero.com), Canadian regulatory filings on SEDAR at www.sedar.com and United States regulatory filings on EDGAR at www.sec.gov.
On Behalf of the Board of Directors of CARDERO RESOURCE CORP.
Hendrik van Alphen, President
The Toronto Stock Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of the content of this news release, which has been prepared by management.
Contact:
Contacts:
Cardero Resource Corp.
Quentin Mai
Manager - Corporate Communications & Investor Relations
(604) 408-7488 or 1-888-770-7488
(604) 408-7499 (FAX)
Email: qmai@cardero.com
Website: http://www.cardero.com
Source: Cardero Resource Corp."
Thursday April 17, 1:58 pm ET
NI 43-101 Resource of 953Mt @ 44.7% Iron and 0.12% Copper
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Apr 17, 2008 -- Cardero Resource Corp. ("Cardero" or the "Company") (Toronto:CDU.TO - News)(AMEX:CDY - News)(Frankfurt:CR5.F - News) is pleased to announce detailed ground magnetic survey results and the interpretation of the significant exploration potential at its 100% owned Pampa de Pongo Iron Deposit in Peru. Pampa de Pongo is the largest undeveloped iron resource on the western seaboard of the Americas, with a N.I. 43-101 Inferred Resource of 953Mt @ 44.7% iron and 0.12% copper. The Company has embarked on an aggressive work program designed to quantify the Pampa de Pongo iron deposit, starting with a magnetic survey, a mining scoping study, a definition drill program and a pre-feasibility study. Cardero will provide regular updates in the coming months as work progresses.
ADVERTISEMENT
Ground Magnetic Survey
Cardero's recently completed detailed ground magnetic survey has identified a large magnetic anomaly located to the south of the known central deposit, where Rio Tinto drilled one drillhole (PPD-04, Figure 1) and intersected significant massive iron mineralization. Given the strong correlation between magnetic anomalies and ore grade intersections in the central deposit, Cardero is confident that the new anomaly to the south has potential to be ore grade. The new anomaly measures 1,400 x 530 metres at its widest point, which is comparable in size with the 848Mt central deposit (1,260 x 890 metres).
The Pampa de Pongo iron deposit has a strong magnetic response, which can be seen on the regional airborne magnetic survey data (Figures 2 and 3). In 2004, Cardero undertook a ground magnetic survey covering the central and southern deposits at Pampa de Pongo (Figure 2). Data from the 2004 survey was processed by Quantec Geophysics and the resulting 3D magnetic body demonstrated an extremely strong correlation with thick, high-grade mineralization intersected during resource definition drilling.
To view Figure 1 please click on the following link: http://media3.marketwire.com/docs/0417cru.jpg
In March 2008, Cardero completed an expanded magnetic survey (Figure 2) to evaluate exploration potential beyond the known resources. Quantec completed inversion modeling of a central area (outlined in Figure 3), which includes the known central deposit. An inversion model is a 3D model highlighting areas of high magnetic susceptibility. A horizontal slice at a depth of 400 metres from surface is presented in Figure 1.
The map shows a strong anomaly in the north of this central area, which corresponds to the central deposit at Pampa de Pongo (848Mt @ 44.9% iron and 0.12% copper).
Critically, the survey has identified a new, large magnetic anomaly located to the south, where Rio Tinto drilled one drillhole (PPD-04, Figure 1) and intersected significant massive iron mineralization. Given the strong correlation between magnetic anomalies and ore grade intersections in the central deposit, Cardero is confident that the new anomaly to the south has potential to be ore grade. The new anomaly measures 1,400 x 530 metres at its widest point, which is comparable in size with the 848Mt central deposit (1,260 x 890 metres).
Drillhole PPD-04 intersected iron mineralization from 276 to 558 metres (282 metres) and from 609.2 to 633.1 metres (23.9 metres). Highlights include:
---------------------------------------------------
Drillhole From (m) To (m) Interval (m) Fe %
---------------------------------------------------
PPD-04 276 290 14 43.57
---------------------------------------------------
PPD-04 296 362 66 43.31
---------------------------------------------------
PPD-04 472 516 44 47.48
---------------------------------------------------
PPD-04 522 536 14 46.02
---------------------------------------------------
PPD-04 609 624 14.8 48.52
---------------------------------------------------
(i) Data sourced from Rio Tinto.
The iron mineralization intersected in drillhole PPD-04, located within the new magnetic anomaly, suggests that the anomaly may be caused by iron mineralisation. As such, this new anomaly represents significant upside potential for the 953Mt Pampa de Pongo Iron deposit.
Project Background
Cardero's 100% owned Pampa de Pongo Iron deposit is the largest undeveloped iron resource on the western seaboard of the Americas, with a NI 43-101 Inferred Resource of 953Mt @ 44.7% iron and 0.12% copper (see September 6, 2005 news release). Readers are cautioned that mineral resources that are not mineral reserves do not have demonstrated economic viability. Mineralization remains open. Cardero is investigating the possibility of extracting iron ore through a combination of open-pit and underground block-caving methods to produce a high grade, direct shipping +65% magnetite ore and a blast furnace or direct reduction grade iron pellet product. Both products would be shipped from a nearby deep water port, 40 kilometres to the west.
Cardero's primary focus during the next 12 months will be to further quantify its iron assets, which enjoy considerable infrastructural advantages in comparison to other similar stage projects globally, including proximity to a under-utilized deep water port, the availability of cheap electrical power, the planned extension of a near-by natural gas pipeline, the proximity of the Pan-American highway bordering the projects, the existence of a pre-existing iron mining labour pool and, finally, a stable, pro-mining government.
Qualified Person
EurGeol Mr. Keith J. Henderson, Cardero's Vice President-Exploration and a qualified person as defined by National Instrument 43-101, has reviewed the scientific and technical information that forms the basis for this news release. Mr. Henderson is not independent of the Company as he is an officer and shareholder.
To view, Figure 2: Regional magnetic image with 2004 detailed survey (blue hatch) and 2008 detailed survey (red box), please click on the following link: http://media3.marketwire.com/docs/0417cru1.jpg
To view, Figure 3: 3D Inversion Model area presented as a plan map (Figure 1), please click on the following link: http://media3.marketwire.com/docs/0417cru2.jpg
About Cardero Resource Corp.
Cardero's focus through 2008 will be to realise the considerable value which it believes is locked in the Company's significant iron assets, while continuing to progress its base and precious metal exploration projects in Argentina and Mexico. The common shares of the Company are currently listed on the Toronto Stock Exchange (symbol CDU), the American Stock Exchange (symbol CDY) and the Frankfurt Stock Exchange (symbol CR5). For further details on the Company readers are referred to the Company's web site (www.cardero.com), Canadian regulatory filings on SEDAR at www.sedar.com and United States regulatory filings on EDGAR at www.sec.gov.
On Behalf of the Board of Directors of CARDERO RESOURCE CORP.
Hendrik van Alphen, President
The Toronto Stock Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of the content of this news release, which has been prepared by management.
Contact:
Contacts:
Cardero Resource Corp.
Quentin Mai
Manager - Corporate Communications & Investor Relations
(604) 408-7488 or 1-888-770-7488
(604) 408-7499 (FAX)
Email: qmai@cardero.com
Website: http://www.cardero.com
Source: Cardero Resource Corp."
einfach mal ein einzelnes BErgebnis was mir aufgefallen ist
+ziemlich stark aussieht...
(Management hält >65% der Shares)
"Gentor reports longest moly intercept to-date at its Idaho moly-tungsten-silver project
Thursday April 17, 11:17 am ET
Results include 1,586 ft grading 0.135% MoS(2), including intercepts of 475 ft grading 0.247% MoS(2), .021%W, .085% Cu and .095 oz/ton Ag and 30 ft grading 0.819 % MoS(2), and .33 oz/ton Ag
PATTERSON, ID, April 17 /PRNewswire-FirstCall/ - GENTOR RESOURCES, INC. ("Gentor" or the "Company") (OTCBB - "GNTO") is pleased to report assay results for an additional three drill holes at its IMA Mine molybdenum-tungsten-silver project in Patterson, Idaho.
Hole 27 (Azimuth 245 degrees, dip -45 degrees) is a step-out hole drilled from a new site constructed 1400 feet north-east of the D level portal (collar location of holes 21, 23 and 26, 28 and 29). Drill results extend the known molybdenum mineralization easterly for an additional 800 feet. The hole penetrated 949 feet of overlying meta-sediments (with some inter-fingerings of granite) before hitting the main granitic intrusive, and bottomed in granite at 2,535 feet, the depth limit of the drill. The granite intercept was mineralized throughout and averaged .135% MoS(2) over the 1,586 feet.
Significant intervals within the 1,586 foot mineralized section of Hole 27 include:
- 1161.8 feet (1259 ft - 2420.8 ft) averaging 0.168%MoS(2), .0144%W,
.057% Cu and .095 oz/ton Ag;
- 475 feet (1490 ft - 1965 ft) grading 0.247% MoS(2), .021%W, .085% Cu
and .095 oz/ton Ag;
- 21.2 feet (1640.6 ft - 1619.4 ft) grading 0.759% MoS(2), .074%W, and
.227 oz/ton Ag;
- 30 feet (1810 ft - 1840 ft) grading 0.819% MoS(2) and .33 oz/ton Ag;
and
- 20 feet (1945 ft - 1965 ft) grading 0.746% MoS2.
Hole 25 was the most westerly hole drilled from the zero level portal, (Azimuth 291 degrees, dip -45 degrees) to a depth of 2139.5 feet. Although mineralized over the entire length in granite of 1415.9 feet, the grade of 0.044% MoS(2) indicates probable proximity to the western boundary of the zone.
Significant intercepts within Hole 25 include:
- 235 feet (720 ft - 955 ft) grading 0.081% MoS(2); and
- 25 feet (1955 ft - 1980 ft) grading 0.250% MoS(2).
Hole 26A was drilled from the D level portal, (Azimuth 277 degrees, dip -68 degrees) to a total depth of 2,140 feet. It was also mineralized over the entire length of the granite (1,030 feet) and graded 0.071% MoS(2).
Significant intercepts within the 1,030 intercept include:
- 40 feet (1365 ft - 1405 ft) grading 0.364% MoS(2), 0.05% W, and
0.321 oz/ton Ag;
Two quartz veins in the over-lying meta-sediments assayed as follows:
- 10.5 feet (374 ft - 384.5 ft) grading 0.235% MoS(2), 0.091% W,
0.057% Cu, 0.450% Pb, 0.03% Zn and 0.471 oz/ton Ag; and
- 6.5 feet (570 ft - 576.5 ft) grading 0.055% MoS(2), 1.04% W,
.194% Cu, 0.507% Pb, 0.693% Zn and 1.487 oz/ton Ag.
Molybdenum mineralization has been identified in all holes drilled to date. A plan of the location and orientation of drill holes is found accompanying this press release on the Company's web site at http://www.gentorresources.com/i/pdf/2008-04-17_NRM.pdf.
All drill core is logged and cut in half with diamond saws. One half is bagged and shipped to one of two certified labs (ALS Chemex and SGS Labs) in Elko, NV, while the other half is archived and stored on site. For QC/QA purposes standards and blanks are randomly inserted into the sample stream. Selected samples are sent to the second lab for verification assaying. The construction of a secure core logging/sawing/storage facility on patented ground optioned by the company, completed during February 2008, is an integral part of the QC/QA program.
Qualified Person
L. Joseph Bardswich (P. Eng.), the Company's President and Chief Executive Officer, is the "qualified person" responsible for the preparation of the technical information in this release.
Gentor Resources, Inc is a US-based mineral exploration and development company whose projects include the IMA Mine molybdenum-tungsten-silver property in Idaho and the prospective Delmoe Lake gold project in Montana. The Company's strategy is to create shareholder value by acquiring and developing highly prospective mineral properties in the United States and internationally.
Source: Gentor Resources Inc."
+ziemlich stark aussieht...
(Management hält >65% der Shares)
"Gentor reports longest moly intercept to-date at its Idaho moly-tungsten-silver project
Thursday April 17, 11:17 am ET
Results include 1,586 ft grading 0.135% MoS(2), including intercepts of 475 ft grading 0.247% MoS(2), .021%W, .085% Cu and .095 oz/ton Ag and 30 ft grading 0.819 % MoS(2), and .33 oz/ton Ag
PATTERSON, ID, April 17 /PRNewswire-FirstCall/ - GENTOR RESOURCES, INC. ("Gentor" or the "Company") (OTCBB - "GNTO") is pleased to report assay results for an additional three drill holes at its IMA Mine molybdenum-tungsten-silver project in Patterson, Idaho.
Hole 27 (Azimuth 245 degrees, dip -45 degrees) is a step-out hole drilled from a new site constructed 1400 feet north-east of the D level portal (collar location of holes 21, 23 and 26, 28 and 29). Drill results extend the known molybdenum mineralization easterly for an additional 800 feet. The hole penetrated 949 feet of overlying meta-sediments (with some inter-fingerings of granite) before hitting the main granitic intrusive, and bottomed in granite at 2,535 feet, the depth limit of the drill. The granite intercept was mineralized throughout and averaged .135% MoS(2) over the 1,586 feet.
Significant intervals within the 1,586 foot mineralized section of Hole 27 include:
- 1161.8 feet (1259 ft - 2420.8 ft) averaging 0.168%MoS(2), .0144%W,
.057% Cu and .095 oz/ton Ag;
- 475 feet (1490 ft - 1965 ft) grading 0.247% MoS(2), .021%W, .085% Cu
and .095 oz/ton Ag;
- 21.2 feet (1640.6 ft - 1619.4 ft) grading 0.759% MoS(2), .074%W, and
.227 oz/ton Ag;
- 30 feet (1810 ft - 1840 ft) grading 0.819% MoS(2) and .33 oz/ton Ag;
and
- 20 feet (1945 ft - 1965 ft) grading 0.746% MoS2.
Hole 25 was the most westerly hole drilled from the zero level portal, (Azimuth 291 degrees, dip -45 degrees) to a depth of 2139.5 feet. Although mineralized over the entire length in granite of 1415.9 feet, the grade of 0.044% MoS(2) indicates probable proximity to the western boundary of the zone.
Significant intercepts within Hole 25 include:
- 235 feet (720 ft - 955 ft) grading 0.081% MoS(2); and
- 25 feet (1955 ft - 1980 ft) grading 0.250% MoS(2).
Hole 26A was drilled from the D level portal, (Azimuth 277 degrees, dip -68 degrees) to a total depth of 2,140 feet. It was also mineralized over the entire length of the granite (1,030 feet) and graded 0.071% MoS(2).
Significant intercepts within the 1,030 intercept include:
- 40 feet (1365 ft - 1405 ft) grading 0.364% MoS(2), 0.05% W, and
0.321 oz/ton Ag;
Two quartz veins in the over-lying meta-sediments assayed as follows:
- 10.5 feet (374 ft - 384.5 ft) grading 0.235% MoS(2), 0.091% W,
0.057% Cu, 0.450% Pb, 0.03% Zn and 0.471 oz/ton Ag; and
- 6.5 feet (570 ft - 576.5 ft) grading 0.055% MoS(2), 1.04% W,
.194% Cu, 0.507% Pb, 0.693% Zn and 1.487 oz/ton Ag.
Molybdenum mineralization has been identified in all holes drilled to date. A plan of the location and orientation of drill holes is found accompanying this press release on the Company's web site at http://www.gentorresources.com/i/pdf/2008-04-17_NRM.pdf.
All drill core is logged and cut in half with diamond saws. One half is bagged and shipped to one of two certified labs (ALS Chemex and SGS Labs) in Elko, NV, while the other half is archived and stored on site. For QC/QA purposes standards and blanks are randomly inserted into the sample stream. Selected samples are sent to the second lab for verification assaying. The construction of a secure core logging/sawing/storage facility on patented ground optioned by the company, completed during February 2008, is an integral part of the QC/QA program.
Qualified Person
L. Joseph Bardswich (P. Eng.), the Company's President and Chief Executive Officer, is the "qualified person" responsible for the preparation of the technical information in this release.
Gentor Resources, Inc is a US-based mineral exploration and development company whose projects include the IMA Mine molybdenum-tungsten-silver property in Idaho and the prospective Delmoe Lake gold project in Montana. The Company's strategy is to create shareholder value by acquiring and developing highly prospective mineral properties in the United States and internationally.
Source: Gentor Resources Inc."
Ich weiss nicht, ob sich mit diesen grenzwertigen Gehalten
was anfangen liesse, ansonsten hört sichs grundsätzlich
interessant an.
Werden auch von auffällig vielen bekannten Medien besprochen
( www.rivres.com/s/RelatedArticles.asp )
+ich bin mir nicht sicher, ob das "DEN" Lundins zuzuordnen
ist, aber es kann sein, daß die da auch dran beteiligt sind
-das wär dann aber wohl alles auf die davor schon vorhandenen
Propertys zurückzuführen, auch die Media-Kommentare.
"Riverside Resources Signs Option to Acquire a Historic 1.2 Million Ounce, Open Pit Gold Resource at Sugarloaf Peak, Arizona
Thursday April 17, 8:30 am ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 17, 2008) - Riverside Resources Inc. (TSX VENTURE:RRI - News) has signed an option agreement to acquire a 100% interest in the Sugarloaf Peak Gold Deposit located west of Quartzsite, Arizona, USA from a private Arizona based company. The property covers over 14 km2 and has been the object of intermittent drilling and small scale mining during the 1950's through 1990's resulting in a historic, non 43-101 compliant, estimated resource of more than 1.2 million ounces of 0.6 g/t gold average grade with higher grade zones to be delineated. This is a historic resource and the company has not yet completed sufficient work to confirm it and it therefore cannot be relied upon.
ADVERTISEMENT
"The acquisition of a large, shallow, open pit gold non-NI 43-101 compliant resource with extensive upside laterally and with depth adds significant value to our company and for our shareholders. We will work with the historic data combined with our exploration to confirm, refine, and expand the value," said John-Mark Staude, Ph.D., President and Chief Executive Officer, Riverside Resources. "The Sugarloaf Peak Gold Deposit is a great addition to our growing portfolio of quality projects and our exploration team is continuing to deliver valuable new projects as well as announcing joint venture partnerships."
Previous operators of the property include Kerr McGee, Westworld, Ameselco and Cominco who completed a number of wide spaced drill campaigns while initially exploring for porphyry copper and later for epithermal gold targets. The property has more than 30 reverse circulation drill holes and 2 core holes which intersected broad intervals of gold bearing Jurassic age volcanic and intrusive rocks. There is a historical, non-Canadian National Instrument 43-101 compliant, estimated resource of 60 million metric tonnes at 0.6 g/t gold average grade (Dausingher, 1992) with mineralization open to depth and along strike.
Sugarloaf Peak is in the same region of Arizona as the formerly open pit gold producing mines of the American Girl, Mesquite, Picacho and Copperstone gold mines. The Sugarloaf Peak project has favorable infrastructure and can be worked on year round.
Riverside will promptly initiate an exploration program to assess the full potential of the property and has commissioned an independent 43-101 Technical Report to summarize the historic information. The property's hydrothermal system has extensive quartz-sericite-pyrite alteration consistent with a large mineralized system. The historic drilling tested less than half the area exposed at surface and generally only to 100m depth thus leaving large volumes to further drill test. The wide spaced drilling did not focus on finding high grade zones but instead began outlining a bulk tonnage, large body of shallow mineralization with possible high grade zones which could positively impact the economics of a potential mine.
The Transaction
Pursuant to the option agreement Riverside Resources (the company) may acquire a 100% interest in the property for a commitment to incur minimum exploration expenditures of $100,000 (U.S.) in the first year, and $200,000, $400,000 and $800,000 in the three subsequent years, and a total cash payment of $300,000 (U.S.) payable to the optionors as follows:
1. $35,000 (U.S.) at the signature of the agreement;
2. $50,000 (U.S.) on the date that is 12 months after the signature date;
3. $50,000 (U.S.) on the date that is 24 months after the signature date;
4. $75,000 (U.S.) on the date that is 36 months after the signature date;
5. $90,000 (U.S.) on the date that is 48 months after the signature date.
The optionors have reserved the right to receive common shares of the company in lieu of payments priced at the then trading price of the stock. The property is subject to a 1.5% net smelter return which can be repurchased for $1.0-million (U.S.) at any time during the agreement leaving a 0.5% NSR. Once a bankable feasibility study has been completed a one time advanced royalty payment of $150,000 is to be paid and then that amount reduced from any future NSR payments.
The technical content of this news release has been approved and field review completed by Mr. Locke Goldsmith, P Eng. and P. Geo, an independent qualified person as defined in National Instrument 43-101. For more details on the mineralization and previous exploration of the Sugarloaf Peak Property please visit: www.rivres.com.
Contact:
Warwick Smith
Riverside Resources Inc.
Corporate Communications
(778) 327-6671
(778) 327-6675 (FAX)
Email: info@rivres.com
Website: www.rivres.com
John-Mark Staude
Riverside Resources Inc.
President & CEO
(778) 327-6671
(778) 327-6675 (FAX)
Email: info@rivres.com
Website: www.rivres.com
Source: Riverside Resources Inc."
was anfangen liesse, ansonsten hört sichs grundsätzlich
interessant an.
Werden auch von auffällig vielen bekannten Medien besprochen
( www.rivres.com/s/RelatedArticles.asp )
+ich bin mir nicht sicher, ob das "DEN" Lundins zuzuordnen
ist, aber es kann sein, daß die da auch dran beteiligt sind
-das wär dann aber wohl alles auf die davor schon vorhandenen
Propertys zurückzuführen, auch die Media-Kommentare.
"Riverside Resources Signs Option to Acquire a Historic 1.2 Million Ounce, Open Pit Gold Resource at Sugarloaf Peak, Arizona
Thursday April 17, 8:30 am ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 17, 2008) - Riverside Resources Inc. (TSX VENTURE:RRI - News) has signed an option agreement to acquire a 100% interest in the Sugarloaf Peak Gold Deposit located west of Quartzsite, Arizona, USA from a private Arizona based company. The property covers over 14 km2 and has been the object of intermittent drilling and small scale mining during the 1950's through 1990's resulting in a historic, non 43-101 compliant, estimated resource of more than 1.2 million ounces of 0.6 g/t gold average grade with higher grade zones to be delineated. This is a historic resource and the company has not yet completed sufficient work to confirm it and it therefore cannot be relied upon.
ADVERTISEMENT
"The acquisition of a large, shallow, open pit gold non-NI 43-101 compliant resource with extensive upside laterally and with depth adds significant value to our company and for our shareholders. We will work with the historic data combined with our exploration to confirm, refine, and expand the value," said John-Mark Staude, Ph.D., President and Chief Executive Officer, Riverside Resources. "The Sugarloaf Peak Gold Deposit is a great addition to our growing portfolio of quality projects and our exploration team is continuing to deliver valuable new projects as well as announcing joint venture partnerships."
Previous operators of the property include Kerr McGee, Westworld, Ameselco and Cominco who completed a number of wide spaced drill campaigns while initially exploring for porphyry copper and later for epithermal gold targets. The property has more than 30 reverse circulation drill holes and 2 core holes which intersected broad intervals of gold bearing Jurassic age volcanic and intrusive rocks. There is a historical, non-Canadian National Instrument 43-101 compliant, estimated resource of 60 million metric tonnes at 0.6 g/t gold average grade (Dausingher, 1992) with mineralization open to depth and along strike.
Sugarloaf Peak is in the same region of Arizona as the formerly open pit gold producing mines of the American Girl, Mesquite, Picacho and Copperstone gold mines. The Sugarloaf Peak project has favorable infrastructure and can be worked on year round.
Riverside will promptly initiate an exploration program to assess the full potential of the property and has commissioned an independent 43-101 Technical Report to summarize the historic information. The property's hydrothermal system has extensive quartz-sericite-pyrite alteration consistent with a large mineralized system. The historic drilling tested less than half the area exposed at surface and generally only to 100m depth thus leaving large volumes to further drill test. The wide spaced drilling did not focus on finding high grade zones but instead began outlining a bulk tonnage, large body of shallow mineralization with possible high grade zones which could positively impact the economics of a potential mine.
The Transaction
Pursuant to the option agreement Riverside Resources (the company) may acquire a 100% interest in the property for a commitment to incur minimum exploration expenditures of $100,000 (U.S.) in the first year, and $200,000, $400,000 and $800,000 in the three subsequent years, and a total cash payment of $300,000 (U.S.) payable to the optionors as follows:
1. $35,000 (U.S.) at the signature of the agreement;
2. $50,000 (U.S.) on the date that is 12 months after the signature date;
3. $50,000 (U.S.) on the date that is 24 months after the signature date;
4. $75,000 (U.S.) on the date that is 36 months after the signature date;
5. $90,000 (U.S.) on the date that is 48 months after the signature date.
The optionors have reserved the right to receive common shares of the company in lieu of payments priced at the then trading price of the stock. The property is subject to a 1.5% net smelter return which can be repurchased for $1.0-million (U.S.) at any time during the agreement leaving a 0.5% NSR. Once a bankable feasibility study has been completed a one time advanced royalty payment of $150,000 is to be paid and then that amount reduced from any future NSR payments.
The technical content of this news release has been approved and field review completed by Mr. Locke Goldsmith, P Eng. and P. Geo, an independent qualified person as defined in National Instrument 43-101. For more details on the mineralization and previous exploration of the Sugarloaf Peak Property please visit: www.rivres.com.
Contact:
Warwick Smith
Riverside Resources Inc.
Corporate Communications
(778) 327-6671
(778) 327-6675 (FAX)
Email: info@rivres.com
Website: www.rivres.com
John-Mark Staude
Riverside Resources Inc.
President & CEO
(778) 327-6671
(778) 327-6675 (FAX)
Email: info@rivres.com
Website: www.rivres.com
Source: Riverside Resources Inc."
Smartstox.com Spotlights Rocher Deboule Minerals, Raytec Metals, and Sinchao Metals - 17.04.08
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
hab gerade noch ein verdammt starkes Ergebnis gesehen.
(auch die vorherigen müsste sich lohnen mal anzugucken)
Fiel mir nur so auf, dachte ich stell ich mal rein...
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Bard Ventures Ltd.: Drilling Intersects 0.15% Mo (0.25% MoS2) Over 172 Meters as Part of 730m of 0.10% Mo (0.17% MoS2) at the Lone Pine Property, B.C.
Thursday April 17, 7:00 am ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 17, 2008) - Bard Ventures Ltd. ("Bard" or the "Company") (TSX VENTURE:CBS - News) is pleased to announce the following drill results from its Lone Pine Molybdenum Property (the "Property"). The Property is located approximately 15 kilometers north-northwest of Houston, BC, and is situated in the Omineca Mining Division. Final assay results have been received and interpreted from drill holes BD-08-26, BD-08-27 and BD-08-28.
The significant intervals for hole BD-08-28 are tabulated below:
-------------------------------------------------------------------
Drillhole Total From To Interval
No. Depth (m) (m) (m) (m) Mo% MoS2%
-------------------------------------------------------------------
BD-08-28 843.34 59.00 789.00 730.00 0.10 0.17
-------------------------------------------------------------------
-------------------------------------------------------------------
including 297.00 335.00 38.00 0.15 0.25
-------------------------------------------------------------------
-------------------------------------------------------------------
including 377.00 549.00 172.00 0.15 0.25
-------------------------------------------------------------------
Hole BD-08-28: Drill hole BD-08-28 was designed to follow up the Northwest trend of the higher grade molybdenum mineralization intitially encountered in drill hole BD-08-25. Drill hole BD-08-25 intersected 730.9m of 0.10% Molybdenum including 130.1m of 0.20% Molybdenum. BD-08-28 was collared 50 meters to the northwest and collared into andesitic rocks through to approximately 110m before encountering the favourable alaskite intrusive. Alaskite continued through to approximately 771m and was shutdown in the Quartz Feldspar Porphyry at 843.34m.
The significant intervals for holes BD-08-26 and 27 are tabulated below:
-------------------------------------------------------------------
Drillhole Total From To Interval
No. Depth (m) (m) (m) (m) Mo% MoS2%
-------------------------------------------------------------------
BD-08-26 592.34 109.00 585.00 476.00 0.05 0.08
-------------------------------------------------------------------
-------------------------------------------------------------------
including 109.00 175.00 66.00 0.06 0.10
-------------------------------------------------------------------
-------------------------------------------------------------------
including 369.00 555.00 186.00 0.06 0.10
-------------------------------------------------------------------
-------------------------------------------------------------------
including 391.00 423.00 32.00 0.10 0.17
-------------------------------------------------------------------
-------------------------------------------------------------------
BD-08-27 788.52 585.00 788.52 203.52 0.06 0.10
-------------------------------------------------------------------
-------------------------------------------------------------------
including 749.00 763.00 14.00 0.10 0.17
-------------------------------------------------------------------
-------------------------------------------------------------------
Hole BD-08-26: Drill hole BD-08-26 was designed to follow up the favourable results of BD-17-16, 100m to the southwest. BD-08-26 collared into Andesitic rocks before quickly becoming an intercalated package of andesite and alaskite up to 353.00m. From 353.00m to the end of hole at 592.34m, moderately mineralized andesite was encountered. The location and extent of the intersected Alaskite intrusive, continues to favour the interpretation that the intrusive body has a northwest strike with a steep southwesterly dip.
Hole BD-08-27: Drill hole BD-08-27 was designed to follow up a fence of drilling that included BD-07-16, BD-07-19 and BD-08-26, by extending the potential window of mineralization another 100m to the southwest. BD-08-27 collared into Andesite and stayed in andesite throughout the entire hole length with few, noted, less than one metre alaskite dykes in the entire drillhole.
The Alaskite intrusive is the main focus of the Lone Pine Property drilling and has been interpreted as being the most favorable lithology for molybdenum mineralization. To date, the Alaskite intrusive is 260m in length along its northwest-southeast strike and 310m wide in plan view and molybdenum mineralization has been tested to a known depth of 843m. A higher grade corridor of molybdenum mineralization has been outlined within the Alaskite intrusive as shown in the favourable assay results from BD-07-16, BD-08-24, BD-08-25, BD-08-26, BD-08-27 and BD-08-28.
Of importance to note is the existing infrastructure on the Property, which includes Highway 16, natural gas pipeline, a major hydro power transmission line and transformer sub-station, and it is located only 15 kilometers from the CN rail line in Houston, BC.
Bard is earning a 100% interest in the Property under the terms of an option agreement (see News Release dated September 15, 2006). The Lone Pine exploration work is being conducted under the supervision of Qualified Person Jim Miller-Tait, P. Geo., a Director of Bard.
Samples from BD-08-26 to BD-08-28 were analyzed at Eco Tech Laboratories in Kamloops, British Columbia. Analytical procedures consist of a 28 element ICP analysis; package BICP-11, followed by assay for any molybdenum ICP analyses greater than 500 ppm.
On behalf of: Bard Ventures Ltd.
Eugene Beukman, President
For further information please visit our website at www.bardventures.com.
The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of content of this press release.
Contact:
Eugene Beukman
Bard Ventures Ltd.
President
(604) 687-2038
(604) 687-3141 (FAX)
Website: www.bardventures.com
Source: Bard Ventures Ltd."
(auch die vorherigen müsste sich lohnen mal anzugucken)
Fiel mir nur so auf, dachte ich stell ich mal rein...
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Bard Ventures Ltd.: Drilling Intersects 0.15% Mo (0.25% MoS2) Over 172 Meters as Part of 730m of 0.10% Mo (0.17% MoS2) at the Lone Pine Property, B.C.
Thursday April 17, 7:00 am ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 17, 2008) - Bard Ventures Ltd. ("Bard" or the "Company") (TSX VENTURE:CBS - News) is pleased to announce the following drill results from its Lone Pine Molybdenum Property (the "Property"). The Property is located approximately 15 kilometers north-northwest of Houston, BC, and is situated in the Omineca Mining Division. Final assay results have been received and interpreted from drill holes BD-08-26, BD-08-27 and BD-08-28.
The significant intervals for hole BD-08-28 are tabulated below:
-------------------------------------------------------------------
Drillhole Total From To Interval
No. Depth (m) (m) (m) (m) Mo% MoS2%
-------------------------------------------------------------------
BD-08-28 843.34 59.00 789.00 730.00 0.10 0.17
-------------------------------------------------------------------
-------------------------------------------------------------------
including 297.00 335.00 38.00 0.15 0.25
-------------------------------------------------------------------
-------------------------------------------------------------------
including 377.00 549.00 172.00 0.15 0.25
-------------------------------------------------------------------
Hole BD-08-28: Drill hole BD-08-28 was designed to follow up the Northwest trend of the higher grade molybdenum mineralization intitially encountered in drill hole BD-08-25. Drill hole BD-08-25 intersected 730.9m of 0.10% Molybdenum including 130.1m of 0.20% Molybdenum. BD-08-28 was collared 50 meters to the northwest and collared into andesitic rocks through to approximately 110m before encountering the favourable alaskite intrusive. Alaskite continued through to approximately 771m and was shutdown in the Quartz Feldspar Porphyry at 843.34m.
The significant intervals for holes BD-08-26 and 27 are tabulated below:
-------------------------------------------------------------------
Drillhole Total From To Interval
No. Depth (m) (m) (m) (m) Mo% MoS2%
-------------------------------------------------------------------
BD-08-26 592.34 109.00 585.00 476.00 0.05 0.08
-------------------------------------------------------------------
-------------------------------------------------------------------
including 109.00 175.00 66.00 0.06 0.10
-------------------------------------------------------------------
-------------------------------------------------------------------
including 369.00 555.00 186.00 0.06 0.10
-------------------------------------------------------------------
-------------------------------------------------------------------
including 391.00 423.00 32.00 0.10 0.17
-------------------------------------------------------------------
-------------------------------------------------------------------
BD-08-27 788.52 585.00 788.52 203.52 0.06 0.10
-------------------------------------------------------------------
-------------------------------------------------------------------
including 749.00 763.00 14.00 0.10 0.17
-------------------------------------------------------------------
-------------------------------------------------------------------
Hole BD-08-26: Drill hole BD-08-26 was designed to follow up the favourable results of BD-17-16, 100m to the southwest. BD-08-26 collared into Andesitic rocks before quickly becoming an intercalated package of andesite and alaskite up to 353.00m. From 353.00m to the end of hole at 592.34m, moderately mineralized andesite was encountered. The location and extent of the intersected Alaskite intrusive, continues to favour the interpretation that the intrusive body has a northwest strike with a steep southwesterly dip.
Hole BD-08-27: Drill hole BD-08-27 was designed to follow up a fence of drilling that included BD-07-16, BD-07-19 and BD-08-26, by extending the potential window of mineralization another 100m to the southwest. BD-08-27 collared into Andesite and stayed in andesite throughout the entire hole length with few, noted, less than one metre alaskite dykes in the entire drillhole.
The Alaskite intrusive is the main focus of the Lone Pine Property drilling and has been interpreted as being the most favorable lithology for molybdenum mineralization. To date, the Alaskite intrusive is 260m in length along its northwest-southeast strike and 310m wide in plan view and molybdenum mineralization has been tested to a known depth of 843m. A higher grade corridor of molybdenum mineralization has been outlined within the Alaskite intrusive as shown in the favourable assay results from BD-07-16, BD-08-24, BD-08-25, BD-08-26, BD-08-27 and BD-08-28.
Of importance to note is the existing infrastructure on the Property, which includes Highway 16, natural gas pipeline, a major hydro power transmission line and transformer sub-station, and it is located only 15 kilometers from the CN rail line in Houston, BC.
Bard is earning a 100% interest in the Property under the terms of an option agreement (see News Release dated September 15, 2006). The Lone Pine exploration work is being conducted under the supervision of Qualified Person Jim Miller-Tait, P. Geo., a Director of Bard.
Samples from BD-08-26 to BD-08-28 were analyzed at Eco Tech Laboratories in Kamloops, British Columbia. Analytical procedures consist of a 28 element ICP analysis; package BICP-11, followed by assay for any molybdenum ICP analyses greater than 500 ppm.
On behalf of: Bard Ventures Ltd.
Eugene Beukman, President
For further information please visit our website at www.bardventures.com.
The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of content of this press release.
Contact:
Eugene Beukman
Bard Ventures Ltd.
President
(604) 687-2038
(604) 687-3141 (FAX)
Website: www.bardventures.com
Source: Bard Ventures Ltd."
mit 'Castle Minerals' aktuell gerade EXAKT den ersten 100%er!!!
Ist natürlich auch auf die Größe des Unternehmens
und erstmal als Momentaufnahme zu sehen -trotzdem.
I.d. Regel würde ich es auch versuchen wollen,
daß wenn man einen Teil des Einsatzes, nach 100%-Schritten,
abzieht, daß sich die Entwicklung auf diesem Niveau dann
auch längerfristig etabliert -und der Rest dann nicht
gleich wieder heftig ins Minus geht, hoffe das klappt so in etwa,
anfänglich weiss ich nicht genau, ob ich dann da immer
noch so lange warten werde, mal sehen.
Ist natürlich auch auf die Größe des Unternehmens
und erstmal als Momentaufnahme zu sehen -trotzdem.
I.d. Regel würde ich es auch versuchen wollen,
daß wenn man einen Teil des Einsatzes, nach 100%-Schritten,
abzieht, daß sich die Entwicklung auf diesem Niveau dann
auch längerfristig etabliert -und der Rest dann nicht
gleich wieder heftig ins Minus geht, hoffe das klappt so in etwa,
anfänglich weiss ich nicht genau, ob ich dann da immer
noch so lange warten werde, mal sehen.
"Cazaly loses Shovelanna battle in High Court
Colin Jacoby
Friday, 18 April 2008
THE High Court of Australia has today rejected Cazaly Resources’ appeal attempt over the Shovelanna iron ore deposit, ending the three-year battle between Cazaly and Rio Tinto over ownership of the deposit."
Colin Jacoby
Friday, 18 April 2008
THE High Court of Australia has today rejected Cazaly Resources’ appeal attempt over the Shovelanna iron ore deposit, ending the three-year battle between Cazaly and Rio Tinto over ownership of the deposit."
"Sundance soars on potential 1bt-1.2bt resource
Wednesday, 16 April 2008
Colin Jacoby
SHARES in iron ore play Sundance Resources skyrocketed 26% in morning trade on news that drilling has confirmed its key Mbalam iron ore project in Cameroon, West Africa, has the potential to host an iron ore resource in excess of 1 billion tonnes."
und gleich wahrsch. eine Hammermeldung,
muss nochmal gucken...
Wednesday, 16 April 2008
Colin Jacoby
SHARES in iron ore play Sundance Resources skyrocketed 26% in morning trade on news that drilling has confirmed its key Mbalam iron ore project in Cameroon, West Africa, has the potential to host an iron ore resource in excess of 1 billion tonnes."
und gleich wahrsch. eine Hammermeldung,
muss nochmal gucken...
"Positive scoping study for Marillana
Wednesday, 16 April 2008
IRON ore junior Brockman Resources says it has completed a positive scoping study for its wholly-owned Marillana project in Western Australia’s Pilbara region, which points to a potential net present value (NPV) of $A1 billion for the project."
Wednesday, 16 April 2008
IRON ore junior Brockman Resources says it has completed a positive scoping study for its wholly-owned Marillana project in Western Australia’s Pilbara region, which points to a potential net present value (NPV) of $A1 billion for the project."
"Atlas raising $A100m to “fast-track” projects: report
Wednesday, 16 April 2008
EMERGING iron ore play Atlas Iron is reportedly looking to raise $100 million to fund the fast-tracking of development and exploration at its projects in Western Australia’s Pilbara region"
Wednesday, 16 April 2008
EMERGING iron ore play Atlas Iron is reportedly looking to raise $100 million to fund the fast-tracking of development and exploration at its projects in Western Australia’s Pilbara region"
"Centaurus snaps up Brazilian tenement package
Wednesday, 16 April 2008
Colin Jacoby
WEST Perth-based explorer Centaurus Resources will acquire three new iron ore projects surrounding the Liberdade project in Brazil’s rich mining district, the Iron Quadrangle, for around $A3.2 million."
Hab grad nochmal nachgeguckt, ob schon aufgeführt,
waren sie noch nicht -also neu drin:
-Centaurus Resources
Wollte ja auch versuchen möglichst dazu noch den ein oder
anderen Südamerikaner, ganz speziell am liebsten Peru- oder Brasilianer, zu finden, das wäre einer.
Ich vermute, daß die hochspannend sein hönnten,
werd da mal versuchen zu gucken.
www.centaurus.com.au
Wednesday, 16 April 2008
Colin Jacoby
WEST Perth-based explorer Centaurus Resources will acquire three new iron ore projects surrounding the Liberdade project in Brazil’s rich mining district, the Iron Quadrangle, for around $A3.2 million."
Hab grad nochmal nachgeguckt, ob schon aufgeführt,
waren sie noch nicht -also neu drin:
-Centaurus Resources
Wollte ja auch versuchen möglichst dazu noch den ein oder
anderen Südamerikaner, ganz speziell am liebsten Peru- oder Brasilianer, zu finden, das wäre einer.
Ich vermute, daß die hochspannend sein hönnten,
werd da mal versuchen zu gucken.
www.centaurus.com.au
und jetzt kommt der eventuelle Knaller...
"Centrex unveils magnetite exploration target
Thursday, 17 April 2008
IRON ore hopeful Centrex Metals has reported a magnetite exploration target of between 1.1 billion tonnes and 2.3bt over its wholly owned Southern Eyre Peninsula tenements in South Australia."
Finde es etwas verwunderlich, daß die daraufhin nicht
ziemlich deutlich angezogen haben, soll mir aber auch egal sein,
werde mal versuchen, ob man sich von der Berechtigung des
Explorationstargets einen besseren Eindruck machen kann
-aber, u.a., GENAU das wäre ein Beispiel, warum ich das
halt ziemlich umfangreich, und nicht nur auf die -schon-
arg resourcenstarken auslegen will.
Könnte eventl. auch ein Kandidat werden, mal schaun.
www.centrexmetals.com.au
"Centrex unveils magnetite exploration target
Thursday, 17 April 2008
IRON ore hopeful Centrex Metals has reported a magnetite exploration target of between 1.1 billion tonnes and 2.3bt over its wholly owned Southern Eyre Peninsula tenements in South Australia."
Finde es etwas verwunderlich, daß die daraufhin nicht
ziemlich deutlich angezogen haben, soll mir aber auch egal sein,
werde mal versuchen, ob man sich von der Berechtigung des
Explorationstargets einen besseren Eindruck machen kann
-aber, u.a., GENAU das wäre ein Beispiel, warum ich das
halt ziemlich umfangreich, und nicht nur auf die -schon-
arg resourcenstarken auslegen will.
Könnte eventl. auch ein Kandidat werden, mal schaun.
www.centrexmetals.com.au
"Flinders Diamonds’ name change to reflect iron ore focus
Flinders Mines operations at Hamersley Reanges
Shareholders of South Australian explorer, Flinders Diamonds Limited have approved a new corporate identity to reflect the growing scope of the company’s activities – particularly in iron ore.
Flinders Diamonds will now be known as Flinders Mines Limited, with a new ASX code – FMS.
The new title reflects the recent expansion of the company’s core business from an exclusive focus on diamonds to exploration for both diamonds and iron ore.
This follows the discovery of a major new iron ore target – provisionally estimated at between 325 and 390 million tonnes – at Flinders’ wholly owned tenement in the Hamersley Ranges of Western Australia’s Pilbara region.
Flinders became one of the most heavily traded stocks on the Australian Securities Exchange late last year when its iron ore target – sandwiched between two major deposits owned by Rio Tinto and Fortescue Metals Group – was first announced.
“To assist in pursuing both iron ore and diamond commodities, Flinders Mines will have two subsidiaries – Flinders Iron Pty Ltd for pursuing iron ore, and Flinders Diamonds Pty Ltd for pursuing diamonds,” Flinders Mines’ Managing Director, Dr Kevin Wills said.
“The change provides very clear definition of our exploration, in-ground drill expenditure and project advancement intentions,” Dr Wills said.
The name change comes as the company prepares to embark on a four to six-month drilling campaign comprising 250 reverse circulation holes for a total of 20,000m, to assess the Hamersley iron ore target.
- 17 Apr 2008"
Flinders Mines operations at Hamersley Reanges
Shareholders of South Australian explorer, Flinders Diamonds Limited have approved a new corporate identity to reflect the growing scope of the company’s activities – particularly in iron ore.
Flinders Diamonds will now be known as Flinders Mines Limited, with a new ASX code – FMS.
The new title reflects the recent expansion of the company’s core business from an exclusive focus on diamonds to exploration for both diamonds and iron ore.
This follows the discovery of a major new iron ore target – provisionally estimated at between 325 and 390 million tonnes – at Flinders’ wholly owned tenement in the Hamersley Ranges of Western Australia’s Pilbara region.
Flinders became one of the most heavily traded stocks on the Australian Securities Exchange late last year when its iron ore target – sandwiched between two major deposits owned by Rio Tinto and Fortescue Metals Group – was first announced.
“To assist in pursuing both iron ore and diamond commodities, Flinders Mines will have two subsidiaries – Flinders Iron Pty Ltd for pursuing iron ore, and Flinders Diamonds Pty Ltd for pursuing diamonds,” Flinders Mines’ Managing Director, Dr Kevin Wills said.
“The change provides very clear definition of our exploration, in-ground drill expenditure and project advancement intentions,” Dr Wills said.
The name change comes as the company prepares to embark on a four to six-month drilling campaign comprising 250 reverse circulation holes for a total of 20,000m, to assess the Hamersley iron ore target.
- 17 Apr 2008"
sehe ich sehr ähnlich
(Amerika sollte man mittel- längerfristig auf keinen
Fall abschreiben)...
"Rückenwind aus China, Indien und den USA
von Volkmar Michler
Auf der Invest letzten Samstag in Stuttgart wurde ich häufig gefragt, wie es mit den USA weiter geht. Meine Antwort: Man sollte die USA nicht unterschätzen und nicht den Fehler machen, sie vorschnell abzuschreiben. Ich glaube, dass die USA die Krise schneller meistern werden als die SPD ihr Umfragetief.
Ich will hier nichts beschönigen: Die USA befinden sich mitten in einer Krise, die weit über die Kreditkrise hinausgeht. Und die wird auch noch andauern. Doch ich glaube, dass die Amerikaner es packen werden und sie werden vielleicht sogar gestärkt aus der Krise hervorgehen.
Was wir derzeit in den USA erleben, geht so: kommt sie, kommt sie nicht? Damit meine ich nicht Hillary Clinton, sondern das böse „R“-Wort. Der Chef der US-Notenbank, Ben Bernanke, hält eine Rezession für möglich. Andere bestreiten das. In der Tat sind die Konjunkturdaten widersprüchlich. Für jede Meinung – ob nun Rezession oder nicht – gibt es die entsprechenden Konjunktur-Daten.
Klar ist aber: Die Amerikaner stehen vor einem schmerzhaften Anpassungsprozess. Das ist keine nur vorübergehend getrübte Stimmung.
Die Amerikaner haben jahrzehntelang über ihre Verhältnisse gelebt. Das war eine regelrechte Konsum-Orgie. Sogar unter Studenten sind 2 Kreditkarten üblich. Nach der Orgie kommt der Katzenjammer. Doch es wird eben nicht nur gejammert. Dazu sind die Amerikaner viel zu pragmatisch.
Was zum Beispiel derzeit im Bereich Windenergie passiert, stellt Deutschland bereits jetzt in den Schatten. Das sollten Sie als Anleger nutzen – mit einem US-Ausrüster für die Windenergie-Industrie, der mittlerweile auch Aufträge aus China und Indien erhält(...)
Gute Kurse wünscht Ihnen
Volkmar Michler"
(Amerika sollte man mittel- längerfristig auf keinen
Fall abschreiben)...
"Rückenwind aus China, Indien und den USA
von Volkmar Michler
Auf der Invest letzten Samstag in Stuttgart wurde ich häufig gefragt, wie es mit den USA weiter geht. Meine Antwort: Man sollte die USA nicht unterschätzen und nicht den Fehler machen, sie vorschnell abzuschreiben. Ich glaube, dass die USA die Krise schneller meistern werden als die SPD ihr Umfragetief.
Ich will hier nichts beschönigen: Die USA befinden sich mitten in einer Krise, die weit über die Kreditkrise hinausgeht. Und die wird auch noch andauern. Doch ich glaube, dass die Amerikaner es packen werden und sie werden vielleicht sogar gestärkt aus der Krise hervorgehen.
Was wir derzeit in den USA erleben, geht so: kommt sie, kommt sie nicht? Damit meine ich nicht Hillary Clinton, sondern das böse „R“-Wort. Der Chef der US-Notenbank, Ben Bernanke, hält eine Rezession für möglich. Andere bestreiten das. In der Tat sind die Konjunkturdaten widersprüchlich. Für jede Meinung – ob nun Rezession oder nicht – gibt es die entsprechenden Konjunktur-Daten.
Klar ist aber: Die Amerikaner stehen vor einem schmerzhaften Anpassungsprozess. Das ist keine nur vorübergehend getrübte Stimmung.
Die Amerikaner haben jahrzehntelang über ihre Verhältnisse gelebt. Das war eine regelrechte Konsum-Orgie. Sogar unter Studenten sind 2 Kreditkarten üblich. Nach der Orgie kommt der Katzenjammer. Doch es wird eben nicht nur gejammert. Dazu sind die Amerikaner viel zu pragmatisch.
Was zum Beispiel derzeit im Bereich Windenergie passiert, stellt Deutschland bereits jetzt in den Schatten. Das sollten Sie als Anleger nutzen – mit einem US-Ausrüster für die Windenergie-Industrie, der mittlerweile auch Aufträge aus China und Indien erhält(...)
Gute Kurse wünscht Ihnen
Volkmar Michler"
finde dieserart Geschichten meist einfach genial
(weil wenn man sich das etwas aufmerksam zu Gemüte führt,
kann man da oft sehr viel mehr draus mitnehmen,
als aus den meisten anderen Sachen)...
"Einfach außergewöhnlich
Vor einiger Zeit ging ich zur wahrscheinlich renommiertesten Antiquitäts- und Sammler-Messe der Welt, die alle zwei Jahre in Paris stattfindet. Salvador Dali brachte einmal ein lebendes Nashorn mit Das Nashorn, gestützt durch einen riesigen Kran, zerquetschte eine Büste von Voltaire.
Diesen Event eine "Antiquitätenmesse" zu nennen, ist eine harte Ungerechtigkeit. Es war für mich wie der Besuch eines der schönsten Museen, die ich je gesehen habe nur das hier alles zum Verkauf stand. Natürlich kann ein Händler den Wert eines Jahresbestandes an einem Tag verkaufen.
Es war (und ist) ein Spektakel, wie ich es noch nie vorher gesehen habe. Sogar das Gebäude mit dem Glasdach - der Grand Palais, der für die Weltausstellung 1900 gebaut wurde - war unglaublich.
In den letzten Jahren habe ich Sammlerstücke und Antiquitäten analysiert (und gekauft). Aber durch das, was ich auf dieser Messe gesehen habe, kann ich Ihnen ohne Zweifel sagen, dass der Sammlerstücke- und Antiquitätsmarkt gut in Schuss ist. Sobald die Sonne hinunterging, wurde es unruhig. Es war erstaunlich, wie nahe Sie zu all diesen alten Sachen kommen konnten.
Ich weiß nicht, wie hoch die Kreditgrenze meiner Kreditkarte ist. Aber ich bin sicher, dass ich keine einziges Stück auf dieser Ausstellung hätte kaufen können! Das erste "Raum", den ich betrat, war der "Galarie de Jonckheere." Jede Malerei in diesem Raum war aus dem 17. Jahrhundert, vermutlich niederländisch. Und sie waren alle geradezu fantastisch. Reiche Farben, sehr detailliert, und natürlich perfekt beleuchtet.
Es gab keine Preisschilder. Ich war neugierig, was die Bilder kosten. So wählte ich eine Malerei mittlerer Größe an der Wand und fragte Georges de Jonckheere nach dem Preis. "Sechshundert" antwortete er. Er redete von Euro - Tausende von Euro. 600.000 Euro... für ein Bild!
Ein anderer Raum hatte mittelalterlich aussehende Stücke. Eines wurde einfach "Corninthian Helmet" etikettiert. Sein Preisschild verriet mir: "380.000 Euro". Ein weiteres Zimmer hatte alte römische Statuen. Ich erkundigte mich nach dem Durchschnittspreis. Er lag bei 600.000 $.
Dann gingen wir zu einem Raum mit antiken Diamanten. Mein Freund Mike fragte nach einer Halskette. "Eine Million Euro" war die Antwort. Unter den Käufern waren ungefähr die Hälfte Amerikaner. Es ist eine einzigartige Chance für Amerikaner, die besten Händler in Europa unter einem Dach zu besuchen.
Die Ausstellung war erstklassig. Mehr als 100 Händler stellten 7.000 außergewöhnliche Stücke der Geschichte in einem der schönsten Gebäude aus, in denen ich jemals gewesen bin. Ich habe seit ein paar Jahren die Preise von Antiquitäten und Sammlerstücken studiert. Ich sehe, dass das Angebot unbarmherzig abnimmt, während sich die Nachfrage weiterhin ausweitet. Wie regelmäßige Leser bereits wissen, glaube ich, dass Antiquitäten mindestens für den Rest dieses Jahrzehnts gut laufen werden.
Good Investing,
Steve"
Ein oft sich wiederholendes Thema von Ihm war zuletzt,
daß es sich beim sammeln einfach enorm lohnt lieber wenig,
dafür versuchen sich das Beste zu angeln, was in seinem
jeweilligen Bereich der Möglichkeiten liegt
-dieses Massenzeugs wird später wahrsch. einfach mal auf
irgendwelchen Ramschmärkten, zu nicht wirklich tollen Preisen,
verkauft -die qualitativ hochwertigen Sachen steigen, steigen
und steigen meist mit der Zeit im Wert.
(was es wenig gibt -will so ziemlich jeder haben, grundsätzlich recht einfache Sache -das war so in etwas das ganz(!)
grobe Fazit).
(weil wenn man sich das etwas aufmerksam zu Gemüte führt,
kann man da oft sehr viel mehr draus mitnehmen,
als aus den meisten anderen Sachen)...
"Einfach außergewöhnlich
Vor einiger Zeit ging ich zur wahrscheinlich renommiertesten Antiquitäts- und Sammler-Messe der Welt, die alle zwei Jahre in Paris stattfindet. Salvador Dali brachte einmal ein lebendes Nashorn mit Das Nashorn, gestützt durch einen riesigen Kran, zerquetschte eine Büste von Voltaire.
Diesen Event eine "Antiquitätenmesse" zu nennen, ist eine harte Ungerechtigkeit. Es war für mich wie der Besuch eines der schönsten Museen, die ich je gesehen habe nur das hier alles zum Verkauf stand. Natürlich kann ein Händler den Wert eines Jahresbestandes an einem Tag verkaufen.
Es war (und ist) ein Spektakel, wie ich es noch nie vorher gesehen habe. Sogar das Gebäude mit dem Glasdach - der Grand Palais, der für die Weltausstellung 1900 gebaut wurde - war unglaublich.
In den letzten Jahren habe ich Sammlerstücke und Antiquitäten analysiert (und gekauft). Aber durch das, was ich auf dieser Messe gesehen habe, kann ich Ihnen ohne Zweifel sagen, dass der Sammlerstücke- und Antiquitätsmarkt gut in Schuss ist. Sobald die Sonne hinunterging, wurde es unruhig. Es war erstaunlich, wie nahe Sie zu all diesen alten Sachen kommen konnten.
Ich weiß nicht, wie hoch die Kreditgrenze meiner Kreditkarte ist. Aber ich bin sicher, dass ich keine einziges Stück auf dieser Ausstellung hätte kaufen können! Das erste "Raum", den ich betrat, war der "Galarie de Jonckheere." Jede Malerei in diesem Raum war aus dem 17. Jahrhundert, vermutlich niederländisch. Und sie waren alle geradezu fantastisch. Reiche Farben, sehr detailliert, und natürlich perfekt beleuchtet.
Es gab keine Preisschilder. Ich war neugierig, was die Bilder kosten. So wählte ich eine Malerei mittlerer Größe an der Wand und fragte Georges de Jonckheere nach dem Preis. "Sechshundert" antwortete er. Er redete von Euro - Tausende von Euro. 600.000 Euro... für ein Bild!
Ein anderer Raum hatte mittelalterlich aussehende Stücke. Eines wurde einfach "Corninthian Helmet" etikettiert. Sein Preisschild verriet mir: "380.000 Euro". Ein weiteres Zimmer hatte alte römische Statuen. Ich erkundigte mich nach dem Durchschnittspreis. Er lag bei 600.000 $.
Dann gingen wir zu einem Raum mit antiken Diamanten. Mein Freund Mike fragte nach einer Halskette. "Eine Million Euro" war die Antwort. Unter den Käufern waren ungefähr die Hälfte Amerikaner. Es ist eine einzigartige Chance für Amerikaner, die besten Händler in Europa unter einem Dach zu besuchen.
Die Ausstellung war erstklassig. Mehr als 100 Händler stellten 7.000 außergewöhnliche Stücke der Geschichte in einem der schönsten Gebäude aus, in denen ich jemals gewesen bin. Ich habe seit ein paar Jahren die Preise von Antiquitäten und Sammlerstücken studiert. Ich sehe, dass das Angebot unbarmherzig abnimmt, während sich die Nachfrage weiterhin ausweitet. Wie regelmäßige Leser bereits wissen, glaube ich, dass Antiquitäten mindestens für den Rest dieses Jahrzehnts gut laufen werden.
Good Investing,
Steve"
Ein oft sich wiederholendes Thema von Ihm war zuletzt,
daß es sich beim sammeln einfach enorm lohnt lieber wenig,
dafür versuchen sich das Beste zu angeln, was in seinem
jeweilligen Bereich der Möglichkeiten liegt
-dieses Massenzeugs wird später wahrsch. einfach mal auf
irgendwelchen Ramschmärkten, zu nicht wirklich tollen Preisen,
verkauft -die qualitativ hochwertigen Sachen steigen, steigen
und steigen meist mit der Zeit im Wert.
(was es wenig gibt -will so ziemlich jeder haben, grundsätzlich recht einfache Sache -das war so in etwas das ganz(!)
grobe Fazit).
ich hab das gerade schon woanders geschrieben,
das könnte ein sehr interessantes IPO sein/werden
-allerdings nur(!) auf Phantasie basierend:
Elko Energy
www.elkoenergy.com
Pre-IPO Presentation - Feb08
www.elkoenergy.com/NEWS/Pre-IPO%20presentation%20with%20upda…
kurzer Auszug, S.24
"ELKO Summary
An investment in Elko gives exposure to:
• Development opportunities in the short to medium term
in The Netherlands
– 98 Bcf to 115 Bcf discovered on Block P1 and 239 Bcf to
361 Bcf for Blocks P1 and P2 combined
• High impact exploration in Denmark
– 11 structures identified, with net P50 reserve potential
of 1.8 billion barrels
• A highly experienced Management Team and strong Board
of Directors
..."
das könnte ein sehr interessantes IPO sein/werden
-allerdings nur(!) auf Phantasie basierend:
Elko Energy
www.elkoenergy.com
Pre-IPO Presentation - Feb08
www.elkoenergy.com/NEWS/Pre-IPO%20presentation%20with%20upda…
kurzer Auszug, S.24
"ELKO Summary
An investment in Elko gives exposure to:
• Development opportunities in the short to medium term
in The Netherlands
– 98 Bcf to 115 Bcf discovered on Block P1 and 239 Bcf to
361 Bcf for Blocks P1 and P2 combined
• High impact exploration in Denmark
– 11 structures identified, with net P50 reserve potential
of 1.8 billion barrels
• A highly experienced Management Team and strong Board
of Directors
..."
Habe mich entschlossen, die 1sten erzielten 100%
wahrsch. doch noch dieses WEnde in etwas Neues zu
stecken -auch auf die Gefahr hin, daß die Restposition dann
erstmal einknicken sollte-, Kandidaten gäbe es viele, auf jeden Fall dabei wären 'Altona Resources', 'Blue Sky Uranium' +'Cash Minerals'
wahrsch. auch, 'Otto Energy', 'Argenta Oil&Gas',
'Golden Arrow Resources' und noch ein paar andere,
wahrsch. wird es eines der letzten 2 oder 3 Unternehmen.
Ppeye
wahrsch. doch noch dieses WEnde in etwas Neues zu
stecken -auch auf die Gefahr hin, daß die Restposition dann
erstmal einknicken sollte-, Kandidaten gäbe es viele, auf jeden Fall dabei wären 'Altona Resources', 'Blue Sky Uranium' +'Cash Minerals'
wahrsch. auch, 'Otto Energy', 'Argenta Oil&Gas',
'Golden Arrow Resources' und noch ein paar andere,
wahrsch. wird es eines der letzten 2 oder 3 Unternehmen.
P
peye
Understanding Oil Exploration & Drilling Process
www.advanceenergyltd.com.au/site/files/oilbook/
www.advanceenergyltd.com.au/site/files/oilbook/
Cardero Announces Magnetic Survey Results & Exploration Potential for Pampa de Pongo Iron Deposit
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
in großen Teilen das Gleiche, aber, hier nochmal speziell dargestellt, die Karten zum Exploration Potential
sehen nochmal zusätzlich ziemlich interessant aus.
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
in großen Teilen das Gleiche, aber, hier nochmal speziell dargestellt, die Karten zum Exploration Potential
sehen nochmal zusätzlich ziemlich interessant aus.
"Macarthur Minerals Limited-Lake Giles Takes Shape: LPD Holdings Confirms C$9 Million Investment
Friday April 18, 9:30 am ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 18, 2008) - Macarthur Minerals Limited (TSX VENTURE:MMS - News) is pleased to announce that LPD Holdings (Aust) Pty Ltd has today advised it would proceed with the acquisition of a 30 percent stake in the Company's Lake Giles magnetite iron ore project in Western Australia. LPD further advised that they were satisfied with the results of the Technical Due Diligence and the Project Due Diligence.
ADVERTISEMENT
Macarthur Minerals Chairman and Chief Executive David Barwick welcomed the acquisition, which he said marked another major milestone in the $C110 million deal to develop Lake Giles, covering 1,155 km2 in the prospective Yilgarn region.
"This decision is a further show of confidence in Lake Giles by LPD, which recently completed four months of due diligence over the project," Mr. Barwick said. "The funds raised from this stage of the investment will go towards further drilling and an exploration program over a number of identified but yet untested iron ore targets."
"With each milestone, Lake Giles is taking shape as an exciting project and a worthy addition to the ranks of Australia's iron ore producers," he said.
LPD will make the $C9 million investment by acquiring a 30 percent interest in Macarthur Minerals' wholly-owned subsidiary, Internickel Australia Pty Ltd, the 100 percent owner of Lake Giles. Under the terms of the agreement, LPD has until 28th April 2008 to provide the funds. This is in addition to a $C1 million non-refundable deposit, which has already been received.
LPD could ultimately acquire an 80 percent interest in the project under the $C110 million deal, announced in November last year to assist in the development of Lake Giles. Mr. Barwick said the final deadline for LPD to purchase its additional interest remained 30th September 2008.
Mr. Barwick said Macarthur Minerals remains committed to distributing the bulk of the $C100 million, if received, to Shareholders as a special dividend.
On behalf of the Board of Directors,
MACARTHUR MINERALS LIMITED
David K. Barwick, President, Chairman & CEO
The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.
Contact:
Gia Van Tran
Macarthur Minerals Limited - North America
(604) 687-0775
(604) 687-0710 (FAX)
Email: macmin@telus.net
Website: www.macarthurminerals.com
David K. Barwick
Macarthur Minerals Limited - Australia
+ 61 4 488 700 745
Email: dbarwick@macarthurminerals.com
Source: Macarthur Minerals Limited"
Friday April 18, 9:30 am ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 18, 2008) - Macarthur Minerals Limited (TSX VENTURE:MMS - News) is pleased to announce that LPD Holdings (Aust) Pty Ltd has today advised it would proceed with the acquisition of a 30 percent stake in the Company's Lake Giles magnetite iron ore project in Western Australia. LPD further advised that they were satisfied with the results of the Technical Due Diligence and the Project Due Diligence.
ADVERTISEMENT
Macarthur Minerals Chairman and Chief Executive David Barwick welcomed the acquisition, which he said marked another major milestone in the $C110 million deal to develop Lake Giles, covering 1,155 km2 in the prospective Yilgarn region.
"This decision is a further show of confidence in Lake Giles by LPD, which recently completed four months of due diligence over the project," Mr. Barwick said. "The funds raised from this stage of the investment will go towards further drilling and an exploration program over a number of identified but yet untested iron ore targets."
"With each milestone, Lake Giles is taking shape as an exciting project and a worthy addition to the ranks of Australia's iron ore producers," he said.
LPD will make the $C9 million investment by acquiring a 30 percent interest in Macarthur Minerals' wholly-owned subsidiary, Internickel Australia Pty Ltd, the 100 percent owner of Lake Giles. Under the terms of the agreement, LPD has until 28th April 2008 to provide the funds. This is in addition to a $C1 million non-refundable deposit, which has already been received.
LPD could ultimately acquire an 80 percent interest in the project under the $C110 million deal, announced in November last year to assist in the development of Lake Giles. Mr. Barwick said the final deadline for LPD to purchase its additional interest remained 30th September 2008.
Mr. Barwick said Macarthur Minerals remains committed to distributing the bulk of the $C100 million, if received, to Shareholders as a special dividend.
On behalf of the Board of Directors,
MACARTHUR MINERALS LIMITED
David K. Barwick, President, Chairman & CEO
The TSX Venture Exchange does not accept responsibility for the adequacy or accuracy of this release.
Contact:
Gia Van Tran
Macarthur Minerals Limited - North America
(604) 687-0775
(604) 687-0710 (FAX)
Email: macmin@telus.net
Website: www.macarthurminerals.com
David K. Barwick
Macarthur Minerals Limited - Australia
+ 61 4 488 700 745
Email: dbarwick@macarthurminerals.com
Source: Macarthur Minerals Limited"
gefällt mir eigentlich auch ziemlich gut die Seite...
www.argusmediagroup.com
www.argusmediagroup.com
Hab mich entschieden, die Hälfte, der akt. Gewinn, wird von
'Castle Minerals' abgezogen und mit 29.850St. zu 0,335 E
(9.999,75 E)in 'Golden Arrow Resources' investiert.
War ein wirklich knappes Rennen mit 'Bluesky Uranium',
aber man sollte sich mal angucken was man da alles
für etwa 5Mio E, f.d. etwas mehr, bekommt!!!
Kurzfristig vom Chart her vielleicht nicht ganz optimal,
aber wenn es gut läuft, sollte hier schon bis zum Jahresende
einiges möglich sein.
'Castle Minerals' abgezogen und mit 29.850St. zu 0,335 E
(9.999,75 E)in 'Golden Arrow Resources' investiert.
War ein wirklich knappes Rennen mit 'Bluesky Uranium',
aber man sollte sich mal angucken was man da alles
für etwa 5Mio E, f.d. etwas mehr, bekommt!!!
Kurzfristig vom Chart her vielleicht nicht ganz optimal,
aber wenn es gut läuft, sollte hier schon bis zum Jahresende
einiges möglich sein.
Antwort auf Beitrag Nr.: 33.929.547 von Popeye82 am 21.04.08 01:44:30Hallo!
mich würde gerne interessieren zu welchem Kurs Du
Castle Minerals aufgenommen hast. Mir ist irgendwie
nicht klar wie hier innerhalb kurzer Zeit 100%
Gewinn erzielt wurde?!?!
Grüße Peratron
mich würde gerne interessieren zu welchem Kurs Du
Castle Minerals aufgenommen hast. Mir ist irgendwie
nicht klar wie hier innerhalb kurzer Zeit 100%
Gewinn erzielt wurde?!?!
Grüße Peratron
Antwort auf Beitrag Nr.: 33.931.049 von Peratron am 21.04.08 11:11:50
Ich guck grad nochmal schnell nach
-hab nicht vor, mir meine Performance hinzubiegen(!!!).
Im Notfall würde ich das wieder rückgängig machen,
dazu dürfte es aber m.M. nach keinen Grund geben.
Ich guck grad nochmal schnell nach
-hab nicht vor, mir meine Performance hinzubiegen(!!!).
Im Notfall würde ich das wieder rückgängig machen,
dazu dürfte es aber m.M. nach keinen Grund geben.
Antwort auf Beitrag Nr.: 33.931.049 von Peratron am 21.04.08 11:11:50
Posting323, das rückwärtsblättern +suchen macht echt Spaß ,
gestern bei 0,126E -damit sollte es eine exakte Ver2ppelung sein.
(vielleicht enfach mal für einen Augenblick die Anzeige
auf '500 Postings/Seite' stellen, dann lässt sich das sehr
viel schneller finden)
Jetzt hätte ich auch mal eine Frage:
-kam Dir das jetzt wegen der Geschwindigkeit merkwürdig vor
...oder hattest Du den Chart vor Augen +konntest Dir das
anhand dessen nicht erklären?!
Dazu zu sagen wäre auf jeden Fall auch noch,
daß das bis dato ein sehr kleines Unternehmen ist,
was zudem davor auch noch sehr stark abgegeben hatte,
aber die Ver2ppelung steht in meinen Augen,
wobei ich das fundamental für noch nicht allzu
aussagekräftig halten würde.
Wenn irgendwas daran falsch sein sollte -bitte sagen!!,
Kritik auch grundsätzlich willkommen.
Posting323, das rückwärtsblättern +suchen macht echt Spaß
,gestern bei 0,126E -damit sollte es eine exakte Ver2ppelung sein.
(vielleicht enfach mal für einen Augenblick die Anzeige
auf '500 Postings/Seite' stellen, dann lässt sich das sehr
viel schneller finden)
Jetzt hätte ich auch mal eine Frage:
-kam Dir das jetzt wegen der Geschwindigkeit merkwürdig vor
...oder hattest Du den Chart vor Augen +konntest Dir das
anhand dessen nicht erklären?!
Dazu zu sagen wäre auf jeden Fall auch noch,
daß das bis dato ein sehr kleines Unternehmen ist,
was zudem davor auch noch sehr stark abgegeben hatte,
aber die Ver2ppelung steht in meinen Augen,
wobei ich das fundamental für noch nicht allzu
aussagekräftig halten würde.
Wenn irgendwas daran falsch sein sollte -bitte sagen!!,
Kritik auch grundsätzlich willkommen.
Irgendwelche "schrägen" Nummern jeglicher Art
möchte ich hier tunlichst vermeiden!,
deswegen meinte ich das ja auch mit der Transparenz
+ich glaube dafür eigentlich alles nachvollziebar gepostet
zu haben.
Im Moment macht sich das nachvollziehen, durch die vielen Postings
+das dann nötige suchen, dummerweise noch recht schwer
+ist auch noch recht unübersichtlich,
spätestens wenn ich das in den Google-Docs fertig hab,
sollte sich das aber erledigt haben.
Da ist dann so ziemlich alles drin
+es sollten eigentlich keine Fragen offen bleiben.
Wenn doch: immer schön auf den Zahn fühlen!!
möchte ich hier tunlichst vermeiden!,
deswegen meinte ich das ja auch mit der Transparenz
+ich glaube dafür eigentlich alles nachvollziebar gepostet
zu haben.
Im Moment macht sich das nachvollziehen, durch die vielen Postings
+das dann nötige suchen, dummerweise noch recht schwer
+ist auch noch recht unübersichtlich,
spätestens wenn ich das in den Google-Docs fertig hab,
sollte sich das aber erledigt haben.
Da ist dann so ziemlich alles drin
+es sollten eigentlich keine Fragen offen bleiben.
Wenn doch: immer schön auf den Zahn fühlen!!
akt. Research zu einem weiteren Kohleunternehmen:
Homeland Energy Group Ltd. - 21.04.08
www.eresearch.ca/_report/HEG_042108-I.pdf
Kann dazu aber nicht vielmehr sagen, aufgefallen sind die mir vor kurzem mal im Zusammenhang mit Altona, hab nur mal die ersten
2, 3 Seiten angeguckt, ein fortgeschrittenes
Unternehmen, die Produktionsziele sehen ziemlich stark aus
+die erste Produktion sollte auch nicht mehr allzu lange
auf sich warten lassen.
HPage
www.homelandcorp.com
Minesite-Article - 17.04.08
www.homelandcorp.com/news/minesite.com.pdf
Homeland Energy Group Ltd. - 21.04.08
www.eresearch.ca/_report/HEG_042108-I.pdf
Kann dazu aber nicht vielmehr sagen, aufgefallen sind die mir vor kurzem mal im Zusammenhang mit Altona, hab nur mal die ersten
2, 3 Seiten angeguckt, ein fortgeschrittenes
Unternehmen, die Produktionsziele sehen ziemlich stark aus
+die erste Produktion sollte auch nicht mehr allzu lange
auf sich warten lassen.
HPage
www.homelandcorp.com
Minesite-Article - 17.04.08
www.homelandcorp.com/news/minesite.com.pdf
"Red dust a worry for Whyalla
Friday, 18 April 2008
AUSTRALIA’S booming iron ore industry is raking in the wealth with emerging iron plays popping up over the country, and China’s demand for the Australian iron ore is not set to ease anytime soon. Despite iron ore being one of the nation’s biggest economic drivers, the South Australian town of Whyalla has potentially been exposed to the industry’s dark side. Lorna Seatter reports on the issues"
Friday, 18 April 2008
AUSTRALIA’S booming iron ore industry is raking in the wealth with emerging iron plays popping up over the country, and China’s demand for the Australian iron ore is not set to ease anytime soon. Despite iron ore being one of the nation’s biggest economic drivers, the South Australian town of Whyalla has potentially been exposed to the industry’s dark side. Lorna Seatter reports on the issues"
Wer Ihn kennt wird sicher wissen,
daß er ein großer Vietnam Verfechter ist...
"Vietnam-Sondersendung
von Volkmar Michler
Diesen Termin sollten Sie sich bereits jetzt schon vormerken. Denn diesen Freitag am 25. April ab 21.30 Uhr gibt es in der 3satBörse eine spannende Sondersendung, zu der ich als „Sidekick“ (Co-Moderator) eingeladen bin. Das Thema: Vietnam.
Ich habe die letzten Wochen genutzt und mich mit Leuten unterhalten, die viele Jahre in Vietnam gelebt haben bzw. als Europäer dort arbeiten. Dazu gehört zum Beispiel der ehemalige Botschafter Vietnams sowie ein Textil-Manager, der für eine große internationale Modekette vor Ort in Vietnam und China tätig ist, die europäische und amerikanische Kunden beliefert. Ihn habe ich heute Morgen in Ho-Tschi-minh-Stadt (Saigon)angerufen. Er hat mir erneut bestätigt, was die Zahlen belegen: Vietnam entwickelt sich zu einer absoluten Boom-Region. Hier wird jetzt und in den nächsten Jahren im großen Stil investiert. Die Investoren kommen aus Japan, Korea, USA und auch aus Deutschland. Zum Beispiel Coca Cola, Honda, IBM, und Siemens sind schon vertreten.
Vietnam erlebt derzeit seine 2. Motorisierungswelle. Der Textil-Manager, mit dem ich gesprochen habe, sagte mir: „Als ich vor über 3 Jahren das erste Mal in Saigon war, dominierten vor allem Fahrräder auf den Straßen. Doch das Stadtbild hat sich seitdem völlig verändert. Wer Saigon vor 3 Jahren das letzte Mal gesehen hat, wird es jetzt nicht mehr wieder erkennen. Fahrräder sind fast völlig aus dem Stadtbild verschwunden. Jetzt dominiert die 2. Welle: Mofas und Motorräder.“ Und dann sagte er mir etwas, das typisch ist für Schwellenländer:
“Wir haben uns jetzt auch einen Motorrad-Führerschein besorgt.“ Und wie geht das? Sein eindeutige Antwort: „In Vietnam macht man keinen Führerschein, sondern man kauft sich einen. Ich musste nur meine Schuhe ausziehen und mein Hosenbein hoch krempeln“. Wozu denn das bitte? „Ja, die wollten nur sehen, ob ich kein Holzbein habe, dann haben ein paar Scheine den Besitzer gewechselt und ich hatte meinen Führerschein.“ Was hier belustigend klingt, ist natürlich Korruption, die für ausländische Investoren zum Alltag dazu gehört. Vielleicht ist deshalb auch Siemens schon vor Ort. Denn die haben ja mit Korruption schon viel Erfahrung.
Sie sehen, ich bin weit entfernt davon, beim Thema Korruption auf andere Länder zu zeigen. Die Korruption in Deutschland hat ganz andere Dimensionen, sie läuft nur glatter, geräuschloser ab.
Dramatischer als die allgegenwärtige Korruption, sind mittlerweile die Folgen des unübersehbaren Booms. In Ho-Tschi-minh-Stadt und anderen Städten Vietnams werden ganze Stadtviertel neu aus dem Boden gestampft. Das freut die Immobilienbesitzer. Denn die Preise steigen immer weiter. Der Textil-Manager, mit dem ich heute Morgen gesprochen habe, sagte mir zum Beispiel: „Für meine 90qm Wohnung in Ho-Tschi-minh-Stadt zahle ich bald so viel wie in Köln. Im letzten Monat haben wir eine Mieterhöhung um 75% beigekommen. Das geht natürlich so nicht immer weiter. Mein Eindruck: Hier baut sich eine Blase auf, die irgendwann platzen wird.“ Eine Inflationsrate von mittlerweile rund 15% tut ihr übriges.
Eine Folge des Immobilien-Booms und des Städte-Wachstums ist aber bereits jetzt zu spüren: Es geht immer mehr Anbaufläche verloren. Auf den Reispreis hat das unmittelbare Auswirkungen. Die vietnamesische Regierung hat deshalb Exportbeschränkungen erlassen, um die Versorgung der einheimischen Bevölkerung zu sichern. Das dürfte den Reispreis weiter anheizen, denn auch andere Produzentenländer haben ähnliche Maßnahmen erlassen.
Im Industriebereich wird der Boom aber weiter gehen. Denn es gibt zurzeit eine spannende Entwicklung: Raus aus China, rein in Vietnam. Das hat verschiedene Gründe. Da Vietnam wesentlich kleiner ist als China sind hier die Transportwege deutlich geringer. In China braucht man zwischen einzelnen Textilfabriken häufig etliche Stunden. Ein anderer Grund ist: Die Arbeitslöhne sind im Vergleich zu China deutlich niedriger.
Und: Die Arbeiter in Vietnam gelten als besser ausgebildet und zuverlässiger. Hinzu kommt: Gerade im Textilbereich wird überwiegend mit neueren, modernen Maschinen produziert als in China. Verstaubte, alte Fabriken ohne Schutz für die Arbeiter sind mit den meisten Modemarken nicht mehr zu machen. Auch deshalb geht der Trend im Textilbereich weg von China. Vietnam hat deshalb die einmalige Chance, aus den teilweise verheerenden Fehlern Chinas zu lernen. Gleichzeitig steht Vietnam vor einem gigantischen Aufholprozess.
Das Fazit meiner Vor-Ort-Kontakte war eindeutig: In einigen wichtigen Bereichen ist Vietnam dabei, China den Rang abzulaufen. Deshalb sollten Sie die Vietnam-Sendung diesen Freitag am 21.30 Uhr auf 3sat nicht verpassen. In Taipan haben wir schon letzte Woche ein neues Vietnam-Zertifikat vorgestellt (fürf Infos dazu klicken Sie auf Taipan).
Gute Kurse wünscht Ihnen
Volkmar Michler"
daß er ein großer Vietnam Verfechter ist...
"Vietnam-Sondersendung
von Volkmar Michler
Diesen Termin sollten Sie sich bereits jetzt schon vormerken. Denn diesen Freitag am 25. April ab 21.30 Uhr gibt es in der 3satBörse eine spannende Sondersendung, zu der ich als „Sidekick“ (Co-Moderator) eingeladen bin. Das Thema: Vietnam.
Ich habe die letzten Wochen genutzt und mich mit Leuten unterhalten, die viele Jahre in Vietnam gelebt haben bzw. als Europäer dort arbeiten. Dazu gehört zum Beispiel der ehemalige Botschafter Vietnams sowie ein Textil-Manager, der für eine große internationale Modekette vor Ort in Vietnam und China tätig ist, die europäische und amerikanische Kunden beliefert. Ihn habe ich heute Morgen in Ho-Tschi-minh-Stadt (Saigon)angerufen. Er hat mir erneut bestätigt, was die Zahlen belegen: Vietnam entwickelt sich zu einer absoluten Boom-Region. Hier wird jetzt und in den nächsten Jahren im großen Stil investiert. Die Investoren kommen aus Japan, Korea, USA und auch aus Deutschland. Zum Beispiel Coca Cola, Honda, IBM, und Siemens sind schon vertreten.
Vietnam erlebt derzeit seine 2. Motorisierungswelle. Der Textil-Manager, mit dem ich gesprochen habe, sagte mir: „Als ich vor über 3 Jahren das erste Mal in Saigon war, dominierten vor allem Fahrräder auf den Straßen. Doch das Stadtbild hat sich seitdem völlig verändert. Wer Saigon vor 3 Jahren das letzte Mal gesehen hat, wird es jetzt nicht mehr wieder erkennen. Fahrräder sind fast völlig aus dem Stadtbild verschwunden. Jetzt dominiert die 2. Welle: Mofas und Motorräder.“ Und dann sagte er mir etwas, das typisch ist für Schwellenländer:
“Wir haben uns jetzt auch einen Motorrad-Führerschein besorgt.“ Und wie geht das? Sein eindeutige Antwort: „In Vietnam macht man keinen Führerschein, sondern man kauft sich einen. Ich musste nur meine Schuhe ausziehen und mein Hosenbein hoch krempeln“. Wozu denn das bitte? „Ja, die wollten nur sehen, ob ich kein Holzbein habe, dann haben ein paar Scheine den Besitzer gewechselt und ich hatte meinen Führerschein.“ Was hier belustigend klingt, ist natürlich Korruption, die für ausländische Investoren zum Alltag dazu gehört. Vielleicht ist deshalb auch Siemens schon vor Ort. Denn die haben ja mit Korruption schon viel Erfahrung.
Sie sehen, ich bin weit entfernt davon, beim Thema Korruption auf andere Länder zu zeigen. Die Korruption in Deutschland hat ganz andere Dimensionen, sie läuft nur glatter, geräuschloser ab.
Dramatischer als die allgegenwärtige Korruption, sind mittlerweile die Folgen des unübersehbaren Booms. In Ho-Tschi-minh-Stadt und anderen Städten Vietnams werden ganze Stadtviertel neu aus dem Boden gestampft. Das freut die Immobilienbesitzer. Denn die Preise steigen immer weiter. Der Textil-Manager, mit dem ich heute Morgen gesprochen habe, sagte mir zum Beispiel: „Für meine 90qm Wohnung in Ho-Tschi-minh-Stadt zahle ich bald so viel wie in Köln. Im letzten Monat haben wir eine Mieterhöhung um 75% beigekommen. Das geht natürlich so nicht immer weiter. Mein Eindruck: Hier baut sich eine Blase auf, die irgendwann platzen wird.“ Eine Inflationsrate von mittlerweile rund 15% tut ihr übriges.
Eine Folge des Immobilien-Booms und des Städte-Wachstums ist aber bereits jetzt zu spüren: Es geht immer mehr Anbaufläche verloren. Auf den Reispreis hat das unmittelbare Auswirkungen. Die vietnamesische Regierung hat deshalb Exportbeschränkungen erlassen, um die Versorgung der einheimischen Bevölkerung zu sichern. Das dürfte den Reispreis weiter anheizen, denn auch andere Produzentenländer haben ähnliche Maßnahmen erlassen.
Im Industriebereich wird der Boom aber weiter gehen. Denn es gibt zurzeit eine spannende Entwicklung: Raus aus China, rein in Vietnam. Das hat verschiedene Gründe. Da Vietnam wesentlich kleiner ist als China sind hier die Transportwege deutlich geringer. In China braucht man zwischen einzelnen Textilfabriken häufig etliche Stunden. Ein anderer Grund ist: Die Arbeitslöhne sind im Vergleich zu China deutlich niedriger.
Und: Die Arbeiter in Vietnam gelten als besser ausgebildet und zuverlässiger. Hinzu kommt: Gerade im Textilbereich wird überwiegend mit neueren, modernen Maschinen produziert als in China. Verstaubte, alte Fabriken ohne Schutz für die Arbeiter sind mit den meisten Modemarken nicht mehr zu machen. Auch deshalb geht der Trend im Textilbereich weg von China. Vietnam hat deshalb die einmalige Chance, aus den teilweise verheerenden Fehlern Chinas zu lernen. Gleichzeitig steht Vietnam vor einem gigantischen Aufholprozess.
Das Fazit meiner Vor-Ort-Kontakte war eindeutig: In einigen wichtigen Bereichen ist Vietnam dabei, China den Rang abzulaufen. Deshalb sollten Sie die Vietnam-Sendung diesen Freitag am 21.30 Uhr auf 3sat nicht verpassen. In Taipan haben wir schon letzte Woche ein neues Vietnam-Zertifikat vorgestellt (fürf Infos dazu klicken Sie auf Taipan).
Gute Kurse wünscht Ihnen
Volkmar Michler"
Quinto Mining hatte heute in Kanada das 15fache
des normalen durchschn. Umsatzes zu verzeichnen,
hab daraufhin mal nachgeguckt -und das gefunden...
"April 21, 2008
Consolidated Thompson Iron Mines to Acquire Quinto Mining Increasing Presence in Labroador Trough Iron Ore Camp
TORONTO, ONTARIO, April 21, 2008: Consolidated Thompson Iron Mines Limited (TSX: CLM) ("Consolidated Thompson") and Quinto Mining Corporation (TSX-V: QU) ("Quinto") are pleased to announce that they have signed a letter of agreement whereby Consolidated Thompson will acquire all of the outstanding common shares of Quinto in exchange for common shares of Consolidated Thompson (the "Transaction"). As a result of the business combination, Consolidated Thompson will acquire neighbouring iron ore deposits, and significantly increase its mineral resources and exploration growth potential. This acquisition will further establish Consolidated Thompson as a significant player in the Labrador Trough iron ore camp, while positioning itself well to participate in further consolidation in the iron ore industry. Pursuant to the Transaction, Quinto shareholders will receive one Consolidated Thompson common share for every five Quinto common shares held.
Upon completion of the Transaction, Quinto shareholders will hold approximately 13.6% of the issued and outstanding Consolidated Thompson common shares.
The Boards of Directors of both Consolidated Thompson and Quinto support the proposed business combination.
Conference Call
A conference call will be held on Monday, April 21, 2008 at 10 a.m. (Toronto time) to discuss this Transaction. An investor presentation outlining the Transaction is available on Consolidated Thompson's website. Please use the following information to access the call:
Dial in +1.416.695.9753
Toll Free: +1.866.542.4270 (Canada Only)
There will be a question and answer session following management's presentation during the call.
Highlights of the Transaction
Upon completion of the Transaction, the combined company will have:
* An estimated measured and indicated mineral resource totaling 940 million tonnes grading 29.33% Fe of which the measured resource totals 488.5 million tonnes grading 29.91% Total Fe and the indicated resource totals 451.5 million tonnes grading 28.71%Total Fe (NI 43-101 review carried out by Watts, Griffis and McOuat Limited);
* Potential production growth through the integration of Peppler Lake and Lamelee deposits, located within 40 km of Consolidated Thompson's Bloom Lake deposit, which is currently being developed by Consolidated Thompson and is expected to be in production in Q2 2009 at 7 million tonnes of iron ore concentrate per year with a 34-year mine life;
* Significant exploration potential at both Bloom Lake and the Lamelee and Peppler Lake deposits (exploration programs are in progress at Bloom Lake and Lamelee projects);
* Approximately $365.0 million in cash and cash equivalents;
* Proven management and board of directors with experience in financing, developing and operating mines; and
* Significant strategic advantages in the largest iron ore camp in Canada, located in Quebec and Labrador, which includes major industry participants such as Rio Tinto plc and ArcelorMittal.
Upon completion of the Transaction, Consolidated Thompson will have approximately 131.8 million common shares outstanding on a fully diluted basis, with former Quinto shareholders holding approximately 13.6% of the fully diluted combined company's common shares.
Richard Quesnel, President and Chief Executive Officer of Consolidated Thompson, said, "Combining the Peppler Lake and Lamelee iron ore deposits with the neighboring Bloom Lake deposit dramatically increases Consolidated Thompson's potential iron ore resources on an absolute and per share basis. A 'tip of the iceberg' acquisition of these deposits could propel Consolidated Thompson into the heart of continued consolidation in the Labrador Trough. Some of the many opportunities expected to be realized from this transaction include: purchasing the resources at an attractive cost, significant scope for eventually increasing production, and significant synergies to be expected through rail, port and G&A."
Tyrone Docherty, President and Chief Executive Officer of Quinto, commented "From the perspective of a Quinto shareholder, the transaction provides an attractive immediate premium while still maintaining significant upside exposure from our share ownership in Consolidated Thompson."
Compelling Combination
The combination will bring significant benefits to each of the companies and their shareholders. The board of directors of both Consolidated Thompson and Quinto support the proposed combination.
Benefits to Quinto Shareholders:
* Values Quinto at approximately $150 million on a fully-diluted basis (including the Quinto common shares currently held by Consolidated Thompson) at the exchange ratio of one common share of Consolidated Thompson for every five Quinto common shares held. This represents a premium of 39% based on the 20-day volume weighted average price of Quinto and Consolidated Thompson shares to April 18, 2008, the trading day prior to the announcement, and 16% based on the respective closing prices on April 18, 2008;
* Provides exposure to production at Bloom Lake;
* Facilitates development of Quinto's iron ore projects, as the Peppler Lake and Lamelee deposits are located within close proximity of Consolidated Thompson's Bloom Lake property;
* Provides financial strength and near term cash flow for continued development of Peppler Lake and Lamelee deposits;
* Leverages the knowledge and experience gained by management of Consolidated Thompson in connection with the development of the Bloom Lake property including experience with operations in the Camp and in negotiations with local communities and governments; and
* Provides shareholders with a significant stake in the combined company.
Benefits to Consolidated Thompson Shareholders:
* Adds high quality assets to Consolidated Thompson's long term growth plan;
* Significantly increases estimated mineral resources and offers substantial growth potential;
* Provides an opportunity to significantly leverage the investments being made to develop the Bloom Lake property;
* Increases exposure to strong iron ore cycle; and
* Positions Consolidated Thompson well to participate in expected future consolidation in the iron ore industry.
Board of Directors' Recommendations
Quinto will be calling a special meeting of its shareholders to approve the Transaction at which time the Board of Directors of Quinto will recommend that Quinto shareholders vote in favour of the Transaction. The Quinto directors have indicated that they intend to vote their Quinto shares in favour of the Transaction.
Transaction Details
The Transaction is subject to the completion of confirmatory due diligence by Consolidated Thompson, the execution of a definitive agreement by May 31, 2008, regulatory approvals, court approval and obtaining shareholder approval at a special meeting of Quinto shareholders by July 15, 2008. Quinto expects to call a shareholder meeting in mid to late June, with the transaction expected close shortly thereafter.
Consolidated Thompson has entered into lock-up agreements with Quinto shareholders holding approximately 11.25% of the Quinto common shares on a partially-diluted basis, pursuant to which they have agreed to vote in favour of the Transaction on the terms proposed above, subject to certain conditions. Pursuant to the letter agreement, the directors of Quinto have also agreed to support the transaction, subject to certain conditions, and will enter into lock-up agreement at the time of execution of the definitive agreements, pursuant to which the directors will agree to vote their shares in favour of the Transaction, subject to certain conditions. In addition to this support, Consolidated Thompson currently holds 5 million Quinto common shares and share purchase warrants that entitle it to acquire 2.5 million Quinto common shares, representing 7.7% of Quinto's fully diluted shares outstanding.
Consolidated Thompson has also been provided with certain other rights customary for a transaction of this nature, including the right to match competing offers made to Quinto. The letter agreement also provides for a break fee of $4 million to be payable to Consolidated Thompson in certain circumstances.
The Transaction is expected to be structured as a plan of arrangement between Quinto and a newly formed, wholly-owned subsidiary of Consolidated Thompson.
Under the terms of the Transaction, Quinto shareholders will receive 0.2 common shares of Consolidated Thompson for each common share of Quinto held. Each outstanding Quinto convertible security will be exercisable for Consolidated Thompson common shares based on the exchange ratio.
Quinto's financial advisor is Macquarie Capital Markets Canada. Quinto's counsel are Devlin Jensen and Stikeman Elliott LLP. Consolidated Thompson's counsel is Cassels Brock & Blackwell LLP.
About Consolidated Thompson
Consolidated Thompson Iron Mines Ltd. is a Canadian corporation that is devoted to exploring, developing, and mining mineral deposits. The company has approximately 104.4 million shares outstanding, and trades on the Toronto Stock Exchange under the symbol "CLM". For more information, visit www.consolidatedthompson.com.
Richard Quesnel, P. Eng., a qualified person under National Instrument 43-101, reviewed the scientific and technical information found in this press release relating to Consolidated Thompson and its properties.
About Quinto
Quinto Mining Corporation is a junior mining exploration development company with two advanced projects in the Province of Quebec. The Peppler Lake Iron Ore project is located in the Mont Wright region of North Central, Quebec, approximately half way between the mining towns of Gagnon and Fermont. The Lac Gueret graphite project is located 300km North Northwest of Baie Comeau along the outhwest shore of Reservoir Manicouagan. Further information is available at www.quintomining.com
Ron Nethery, P. Eng., a qualified person under National Instrument 43-101 has reviewed the scientific and technical information found in this press release relating to Quinto and its properties.
THE TSX VENTURE EXCHANGE HAS NOT REVIEWED AND DOES NOT ACCEPT RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.
NOT FOR RELEASE IN THE UNITED STATES OR TO U.S. NEWS WIRE SERVICES
For Further Information, Please Contact:
Consolidated Thompson Iron Mines Ltd.
Richard Quesnel
514-249-6320
rquesnel@consolidatedthompson.com
www.consolidatedthompson.com
Quinto Mining Corporation
Frank Chaid
604-952-0900
quinto@dccnet.com
www.quintomining.com"
Also ein weiterer Eisenwert übernommen +weg von der Liste
(noch nicht ganz durch),
Consolidated Thompson dürfte damit würde ich meinen
ein sehr gutes Geschäft gemacht haben
+unter dem Strich sollten sie dadurch noch interessanter werden.
des normalen durchschn. Umsatzes zu verzeichnen,
hab daraufhin mal nachgeguckt -und das gefunden...
"April 21, 2008
Consolidated Thompson Iron Mines to Acquire Quinto Mining Increasing Presence in Labroador Trough Iron Ore Camp
TORONTO, ONTARIO, April 21, 2008: Consolidated Thompson Iron Mines Limited (TSX: CLM) ("Consolidated Thompson") and Quinto Mining Corporation (TSX-V: QU) ("Quinto") are pleased to announce that they have signed a letter of agreement whereby Consolidated Thompson will acquire all of the outstanding common shares of Quinto in exchange for common shares of Consolidated Thompson (the "Transaction"). As a result of the business combination, Consolidated Thompson will acquire neighbouring iron ore deposits, and significantly increase its mineral resources and exploration growth potential. This acquisition will further establish Consolidated Thompson as a significant player in the Labrador Trough iron ore camp, while positioning itself well to participate in further consolidation in the iron ore industry. Pursuant to the Transaction, Quinto shareholders will receive one Consolidated Thompson common share for every five Quinto common shares held.
Upon completion of the Transaction, Quinto shareholders will hold approximately 13.6% of the issued and outstanding Consolidated Thompson common shares.
The Boards of Directors of both Consolidated Thompson and Quinto support the proposed business combination.
Conference Call
A conference call will be held on Monday, April 21, 2008 at 10 a.m. (Toronto time) to discuss this Transaction. An investor presentation outlining the Transaction is available on Consolidated Thompson's website. Please use the following information to access the call:
Dial in +1.416.695.9753
Toll Free: +1.866.542.4270 (Canada Only)
There will be a question and answer session following management's presentation during the call.
Highlights of the Transaction
Upon completion of the Transaction, the combined company will have:
* An estimated measured and indicated mineral resource totaling 940 million tonnes grading 29.33% Fe of which the measured resource totals 488.5 million tonnes grading 29.91% Total Fe and the indicated resource totals 451.5 million tonnes grading 28.71%Total Fe (NI 43-101 review carried out by Watts, Griffis and McOuat Limited);
* Potential production growth through the integration of Peppler Lake and Lamelee deposits, located within 40 km of Consolidated Thompson's Bloom Lake deposit, which is currently being developed by Consolidated Thompson and is expected to be in production in Q2 2009 at 7 million tonnes of iron ore concentrate per year with a 34-year mine life;
* Significant exploration potential at both Bloom Lake and the Lamelee and Peppler Lake deposits (exploration programs are in progress at Bloom Lake and Lamelee projects);
* Approximately $365.0 million in cash and cash equivalents;
* Proven management and board of directors with experience in financing, developing and operating mines; and
* Significant strategic advantages in the largest iron ore camp in Canada, located in Quebec and Labrador, which includes major industry participants such as Rio Tinto plc and ArcelorMittal.
Upon completion of the Transaction, Consolidated Thompson will have approximately 131.8 million common shares outstanding on a fully diluted basis, with former Quinto shareholders holding approximately 13.6% of the fully diluted combined company's common shares.
Richard Quesnel, President and Chief Executive Officer of Consolidated Thompson, said, "Combining the Peppler Lake and Lamelee iron ore deposits with the neighboring Bloom Lake deposit dramatically increases Consolidated Thompson's potential iron ore resources on an absolute and per share basis. A 'tip of the iceberg' acquisition of these deposits could propel Consolidated Thompson into the heart of continued consolidation in the Labrador Trough. Some of the many opportunities expected to be realized from this transaction include: purchasing the resources at an attractive cost, significant scope for eventually increasing production, and significant synergies to be expected through rail, port and G&A."
Tyrone Docherty, President and Chief Executive Officer of Quinto, commented "From the perspective of a Quinto shareholder, the transaction provides an attractive immediate premium while still maintaining significant upside exposure from our share ownership in Consolidated Thompson."
Compelling Combination
The combination will bring significant benefits to each of the companies and their shareholders. The board of directors of both Consolidated Thompson and Quinto support the proposed combination.
Benefits to Quinto Shareholders:
* Values Quinto at approximately $150 million on a fully-diluted basis (including the Quinto common shares currently held by Consolidated Thompson) at the exchange ratio of one common share of Consolidated Thompson for every five Quinto common shares held. This represents a premium of 39% based on the 20-day volume weighted average price of Quinto and Consolidated Thompson shares to April 18, 2008, the trading day prior to the announcement, and 16% based on the respective closing prices on April 18, 2008;
* Provides exposure to production at Bloom Lake;
* Facilitates development of Quinto's iron ore projects, as the Peppler Lake and Lamelee deposits are located within close proximity of Consolidated Thompson's Bloom Lake property;
* Provides financial strength and near term cash flow for continued development of Peppler Lake and Lamelee deposits;
* Leverages the knowledge and experience gained by management of Consolidated Thompson in connection with the development of the Bloom Lake property including experience with operations in the Camp and in negotiations with local communities and governments; and
* Provides shareholders with a significant stake in the combined company.
Benefits to Consolidated Thompson Shareholders:
* Adds high quality assets to Consolidated Thompson's long term growth plan;
* Significantly increases estimated mineral resources and offers substantial growth potential;
* Provides an opportunity to significantly leverage the investments being made to develop the Bloom Lake property;
* Increases exposure to strong iron ore cycle; and
* Positions Consolidated Thompson well to participate in expected future consolidation in the iron ore industry.
Board of Directors' Recommendations
Quinto will be calling a special meeting of its shareholders to approve the Transaction at which time the Board of Directors of Quinto will recommend that Quinto shareholders vote in favour of the Transaction. The Quinto directors have indicated that they intend to vote their Quinto shares in favour of the Transaction.
Transaction Details
The Transaction is subject to the completion of confirmatory due diligence by Consolidated Thompson, the execution of a definitive agreement by May 31, 2008, regulatory approvals, court approval and obtaining shareholder approval at a special meeting of Quinto shareholders by July 15, 2008. Quinto expects to call a shareholder meeting in mid to late June, with the transaction expected close shortly thereafter.
Consolidated Thompson has entered into lock-up agreements with Quinto shareholders holding approximately 11.25% of the Quinto common shares on a partially-diluted basis, pursuant to which they have agreed to vote in favour of the Transaction on the terms proposed above, subject to certain conditions. Pursuant to the letter agreement, the directors of Quinto have also agreed to support the transaction, subject to certain conditions, and will enter into lock-up agreement at the time of execution of the definitive agreements, pursuant to which the directors will agree to vote their shares in favour of the Transaction, subject to certain conditions. In addition to this support, Consolidated Thompson currently holds 5 million Quinto common shares and share purchase warrants that entitle it to acquire 2.5 million Quinto common shares, representing 7.7% of Quinto's fully diluted shares outstanding.
Consolidated Thompson has also been provided with certain other rights customary for a transaction of this nature, including the right to match competing offers made to Quinto. The letter agreement also provides for a break fee of $4 million to be payable to Consolidated Thompson in certain circumstances.
The Transaction is expected to be structured as a plan of arrangement between Quinto and a newly formed, wholly-owned subsidiary of Consolidated Thompson.
Under the terms of the Transaction, Quinto shareholders will receive 0.2 common shares of Consolidated Thompson for each common share of Quinto held. Each outstanding Quinto convertible security will be exercisable for Consolidated Thompson common shares based on the exchange ratio.
Quinto's financial advisor is Macquarie Capital Markets Canada. Quinto's counsel are Devlin Jensen and Stikeman Elliott LLP. Consolidated Thompson's counsel is Cassels Brock & Blackwell LLP.
About Consolidated Thompson
Consolidated Thompson Iron Mines Ltd. is a Canadian corporation that is devoted to exploring, developing, and mining mineral deposits. The company has approximately 104.4 million shares outstanding, and trades on the Toronto Stock Exchange under the symbol "CLM". For more information, visit www.consolidatedthompson.com.
Richard Quesnel, P. Eng., a qualified person under National Instrument 43-101, reviewed the scientific and technical information found in this press release relating to Consolidated Thompson and its properties.
About Quinto
Quinto Mining Corporation is a junior mining exploration development company with two advanced projects in the Province of Quebec. The Peppler Lake Iron Ore project is located in the Mont Wright region of North Central, Quebec, approximately half way between the mining towns of Gagnon and Fermont. The Lac Gueret graphite project is located 300km North Northwest of Baie Comeau along the outhwest shore of Reservoir Manicouagan. Further information is available at www.quintomining.com
Ron Nethery, P. Eng., a qualified person under National Instrument 43-101 has reviewed the scientific and technical information found in this press release relating to Quinto and its properties.
THE TSX VENTURE EXCHANGE HAS NOT REVIEWED AND DOES NOT ACCEPT RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.
NOT FOR RELEASE IN THE UNITED STATES OR TO U.S. NEWS WIRE SERVICES
For Further Information, Please Contact:
Consolidated Thompson Iron Mines Ltd.
Richard Quesnel
514-249-6320
rquesnel@consolidatedthompson.com
www.consolidatedthompson.com
Quinto Mining Corporation
Frank Chaid
604-952-0900
quinto@dccnet.com
www.quintomining.com"
Also ein weiterer Eisenwert übernommen +weg von der Liste
(noch nicht ganz durch),
Consolidated Thompson dürfte damit würde ich meinen
ein sehr gutes Geschäft gemacht haben
+unter dem Strich sollten sie dadurch noch interessanter werden.
Antwort auf Beitrag Nr.: 33.936.716 von Popeye82 am 21.04.08 21:47:56"...oder hattest Du den Chart vor Augen +konntest Dir das
anhand dessen nicht erklären?!"
Ja genau deshalb! Wenn ich mir den Chart in Berlin anschaue
dann ist Deine Abrechnung korrekt. Nur gibt es meineserachtens
da ein Problem. In Berlin findet sogut sowie kein Handel statt
und fast jeden Tag wird hier nur ein Kurs getaxt ohne Volumen.
Ich glaube nicht das dies der Realität entspricht!
Wäre vielleicht sinnvoll wenn Du die Kurse von der Hauptbörse
nimmst solange kein geregelter Handel in Berlin bzw. Frankfurt
stattfindet!
Was mich wundert ist, Du gibt Dir wahnsinnig viel Mühe
aussichtreiche Explorer zu finden, aber anscheinend bildest
Du dieses Depot nicht real ab, wieso dann dieser Aufwand?!?!
Nichtsdestotrotz finde ich Deine Arbeit SPITZE, weiter so!
Grüße Peratron
anhand dessen nicht erklären?!"
Ja genau deshalb! Wenn ich mir den Chart in Berlin anschaue
dann ist Deine Abrechnung korrekt. Nur gibt es meineserachtens
da ein Problem. In Berlin findet sogut sowie kein Handel statt
und fast jeden Tag wird hier nur ein Kurs getaxt ohne Volumen.
Ich glaube nicht das dies der Realität entspricht!
Wäre vielleicht sinnvoll wenn Du die Kurse von der Hauptbörse
nimmst solange kein geregelter Handel in Berlin bzw. Frankfurt
stattfindet!
Was mich wundert ist, Du gibt Dir wahnsinnig viel Mühe
aussichtreiche Explorer zu finden, aber anscheinend bildest
Du dieses Depot nicht real ab, wieso dann dieser Aufwand?!?!
Nichtsdestotrotz finde ich Deine Arbeit SPITZE, weiter so!
Grüße Peratron
Du machst mich jetzt wirklich unsicher,
werde das morgen überprüfen.
werde das morgen überprüfen.
Afrika sollte man nicht unbeachtet lassen!
Emerging Markets100 Mrd. USD Investitionen in Afrika 100 Mrd. USD Investitionen in Afrika22.04.08 11:16
Rohstoffe-Go - London 22.04.08 (www.rohstoffe-go.de) Laut einer kürzlichen veröffentlichten Studie der Credit Suisse dürften in den nächsten fünf Jahren rund 100 Mrd. USD in die Exploration und Förderung von Bodenschätzen in Afrika investiert werden. Vor allem der Kongo, Sambia, Angola und der Sudan könnten von den Investitionen profitieren.
Vor allem China hat den schwarzen Kontinent als Rohstofflieferant entdeckt und hat damit eine Lücke gefüllt, die die westlichen Konzerne jahrelang ignoriert hat.
Der Kongo verfügt über die weltweit größte Reserven von Kupfer, Zink und Kobalt, derzeit würden aber nur rund 5-10 % der potentiellen Vorkommen bearbeitet, so die Credit Suisse. In Sambia würden nur 60 % der Reserven genutzt.
In Mosambik erwartet die CS 10 Prozent der weltweiten Kohlevorkommen, der Anteil an der weltweiten Kohleproduktion liegt aber nur bei 2 Prozent. Und in Angola gibt es bedeutende Vorkommen von Kupfer, Diamanten und Öl.
Die Credit Suisse sagte, dass der Rohstoffsektor der Schlüssel für Wachstum in Afrika sein würde. Die Bank erwartet zwischen 2008 und 2011 ein Wachstum von 5,5 Prozent, global soll das Wachstum bei 3,4 Prozent liegen.
http://www.trading-house.net/index.asp?section=EmergingMarke…
Emerging Markets100 Mrd. USD Investitionen in Afrika 100 Mrd. USD Investitionen in Afrika22.04.08 11:16
Rohstoffe-Go - London 22.04.08 (www.rohstoffe-go.de) Laut einer kürzlichen veröffentlichten Studie der Credit Suisse dürften in den nächsten fünf Jahren rund 100 Mrd. USD in die Exploration und Förderung von Bodenschätzen in Afrika investiert werden. Vor allem der Kongo, Sambia, Angola und der Sudan könnten von den Investitionen profitieren.
Vor allem China hat den schwarzen Kontinent als Rohstofflieferant entdeckt und hat damit eine Lücke gefüllt, die die westlichen Konzerne jahrelang ignoriert hat.
Der Kongo verfügt über die weltweit größte Reserven von Kupfer, Zink und Kobalt, derzeit würden aber nur rund 5-10 % der potentiellen Vorkommen bearbeitet, so die Credit Suisse. In Sambia würden nur 60 % der Reserven genutzt.
In Mosambik erwartet die CS 10 Prozent der weltweiten Kohlevorkommen, der Anteil an der weltweiten Kohleproduktion liegt aber nur bei 2 Prozent. Und in Angola gibt es bedeutende Vorkommen von Kupfer, Diamanten und Öl.
Die Credit Suisse sagte, dass der Rohstoffsektor der Schlüssel für Wachstum in Afrika sein würde. Die Bank erwartet zwischen 2008 und 2011 ein Wachstum von 5,5 Prozent, global soll das Wachstum bei 3,4 Prozent liegen.
http://www.trading-house.net/index.asp?section=EmergingMarke…
Die Risiken sind da zwar oft abnormal hoch,
trotzdem ist es wahrsch. eine DER Sache der Zukunft.
Das mit Mozambique hatte ich auch schonmal in ähnlicher Form erwähnt, einige Sachen scheinen mir wirklich heftig,
bspw. der "Copper producing forecast" der DRC im K.C.B. ...
"$100bn coming Africa's way
Julie Bain
Posted: Mon, 21 Apr 2008
[miningmx.com] -- More than $100bn of investment in natural resources could be headed for countries such as the Democratic Republic of Congo (DRC), Zambia, Angola and Sudan during next five years.
A recently published report from Credit Suisse said the $100bn is a "ball park estimate", but it was clear Africa was firmly on the investment map.
China was highlighted for paying the most attention to the mineral wealth of many African countries in recent years given the opportunities which remain because of a lack of investment over the last four or more decades.
"DRC hosts some of the world's richest known copper, zinc and cobalt ore-bodies but only produces 5%-10% of their potential on our estimates.
“Zambia is rich in copper and appears to be quickly returning to its former productive capacity but is still only operating at 60% of its potential by our estimates.
“Mozambique hosts an estimated 10% of global coal resources, according to consultants Brook Hunt and accounts for less than 2% of world coal production. Angola has significant copper, diamond and oil prospects that are attracting attention from China," said the report which is titled, "Africa: The commodity warrant".
The Credit Suisse report said the economic growth of countries on the continent was more sustainable than it has been in the past, lifted by the higher commodity prices, but commented much more reform was needed.
"The outlook for commodities still appears to be key to African growth performance over the next five years. We remain positive on commodity prospects. Forecasts for aggregate growth in Africa remain well above expectations for average global growth. We forecast average African growth of 5.5% pa between 2008 and 2011 compared to 3.4% at the global level."
According to Credit Suisse, Botswana, Nigeria, Angola and Zambia will show sustainable growth. There is also significant potential in DRC, Equatorial Guinea, Libya and Mozambique but the bank noted that the risk may be higher in these countries.
Other countries which are winning investment are Namibia, Mali and Sudan. Credit Suisse said Sudan's oil reserves, if developed, could one day rival output in Angola and Nigeria.
"DRC currently produces only 150,000 tonnes of copper in the Katanga copper belt… although production appears to be delayed for now due to poor infrastructure, we think the region could host an industry of 1.5m tonnes of copper by 2021," the report said.
It added that for a significant proportion of the DRC's mining potential to be realised the country will have to move forward with the much-heralded Inga hydro electric project.
Mozambique was highlighted for its extensive coal reserves and Credit Suisse predicted spending on the development of coal and power projects in the country could reach $30bn during the next ten years.
"Government's official statistics indicate a resource of over 25bn tonnes in the country situated in the four coal basins including Tete (Moatize), Mefedeze, Mucanha-Vusi and Cahora Bassa North," says the report.
Turning to South Africa, Credit Suisse said the expected growth potential was not as great as some of its neighbours given that the country has already made "straight forward changes and improvements in terms of political and institutional reforms.”
"South Africa's growth prospects are somewhat lower than for other parts of Africa since the current account deficit (6.4% of GDP) is a more difficult financing proposition than the surpluses recorded elsewhere.
“ Indeed the apparent lack of choice for the electorate in the forthcoming 2009 presidential election is a concern. In addition the severe ongoing power shortage is already undermining output in key parts of the economy," said the report.
The reported pointed out IMF data showed that, historically, African growth has lagged the global average.
"Between 1960 and 2001 average African growth was 3.2% compared to the global average of 4.1%. In the last few years, however, IMF data shows an improvement. Aggregate regional GDP growth looks likely to exceed 5% for four years in a row to 2007," said the report.
Despite the good growth news Africa still has a lot of developing to do. "Last year Africa accounted for 13% of the global population - 857m out of 6.5bn - but only 2% of GDP, said the Credit Suisse report.
GDP per capita was $1,215 compared to the global average of $8,183," according to IMF data the report added."
trotzdem ist es wahrsch. eine DER Sache der Zukunft.
Das mit Mozambique hatte ich auch schonmal in ähnlicher Form erwähnt, einige Sachen scheinen mir wirklich heftig,
bspw. der "Copper producing forecast" der DRC im K.C.B. ...
"$100bn coming Africa's way
Julie Bain
Posted: Mon, 21 Apr 2008
[miningmx.com] -- More than $100bn of investment in natural resources could be headed for countries such as the Democratic Republic of Congo (DRC), Zambia, Angola and Sudan during next five years.
A recently published report from Credit Suisse said the $100bn is a "ball park estimate", but it was clear Africa was firmly on the investment map.
China was highlighted for paying the most attention to the mineral wealth of many African countries in recent years given the opportunities which remain because of a lack of investment over the last four or more decades.
"DRC hosts some of the world's richest known copper, zinc and cobalt ore-bodies but only produces 5%-10% of their potential on our estimates.
“Zambia is rich in copper and appears to be quickly returning to its former productive capacity but is still only operating at 60% of its potential by our estimates.
“Mozambique hosts an estimated 10% of global coal resources, according to consultants Brook Hunt and accounts for less than 2% of world coal production. Angola has significant copper, diamond and oil prospects that are attracting attention from China," said the report which is titled, "Africa: The commodity warrant".
The Credit Suisse report said the economic growth of countries on the continent was more sustainable than it has been in the past, lifted by the higher commodity prices, but commented much more reform was needed.
"The outlook for commodities still appears to be key to African growth performance over the next five years. We remain positive on commodity prospects. Forecasts for aggregate growth in Africa remain well above expectations for average global growth. We forecast average African growth of 5.5% pa between 2008 and 2011 compared to 3.4% at the global level."
According to Credit Suisse, Botswana, Nigeria, Angola and Zambia will show sustainable growth. There is also significant potential in DRC, Equatorial Guinea, Libya and Mozambique but the bank noted that the risk may be higher in these countries.
Other countries which are winning investment are Namibia, Mali and Sudan. Credit Suisse said Sudan's oil reserves, if developed, could one day rival output in Angola and Nigeria.
"DRC currently produces only 150,000 tonnes of copper in the Katanga copper belt… although production appears to be delayed for now due to poor infrastructure, we think the region could host an industry of 1.5m tonnes of copper by 2021," the report said.
It added that for a significant proportion of the DRC's mining potential to be realised the country will have to move forward with the much-heralded Inga hydro electric project.
Mozambique was highlighted for its extensive coal reserves and Credit Suisse predicted spending on the development of coal and power projects in the country could reach $30bn during the next ten years.
"Government's official statistics indicate a resource of over 25bn tonnes in the country situated in the four coal basins including Tete (Moatize), Mefedeze, Mucanha-Vusi and Cahora Bassa North," says the report.
Turning to South Africa, Credit Suisse said the expected growth potential was not as great as some of its neighbours given that the country has already made "straight forward changes and improvements in terms of political and institutional reforms.”
"South Africa's growth prospects are somewhat lower than for other parts of Africa since the current account deficit (6.4% of GDP) is a more difficult financing proposition than the surpluses recorded elsewhere.
“ Indeed the apparent lack of choice for the electorate in the forthcoming 2009 presidential election is a concern. In addition the severe ongoing power shortage is already undermining output in key parts of the economy," said the report.
The reported pointed out IMF data showed that, historically, African growth has lagged the global average.
"Between 1960 and 2001 average African growth was 3.2% compared to the global average of 4.1%. In the last few years, however, IMF data shows an improvement. Aggregate regional GDP growth looks likely to exceed 5% for four years in a row to 2007," said the report.
Despite the good growth news Africa still has a lot of developing to do. "Last year Africa accounted for 13% of the global population - 857m out of 6.5bn - but only 2% of GDP, said the Credit Suisse report.
GDP per capita was $1,215 compared to the global average of $8,183," according to IMF data the report added."
Antwort auf Beitrag Nr.: 33.940.893 von Peratron am 22.04.08 12:21:49
Hatte ich jetzt noch gar nicht gesehen Deine Nachricht
-ganz unabhängig davon gepostet.
Hatte ich jetzt noch gar nicht gesehen Deine Nachricht
-ganz unabhängig davon gepostet.
gerade gesehen, aktuelle Präsentation zu Emed Mining - 18.04.08
http://emed-mining.com/site/dmdocuments/EMED_Investor_Update…
(hier könnte m.A. nach wirklich sehr viel passieren)
http://emed-mining.com/site/dmdocuments/EMED_Investor_Update…
(hier könnte m.A. nach wirklich sehr viel passieren)
"The Global Coal Market
The global market for coal is characterized by many different producers and consumers on every continent. Coal is a strategic commodity with implications for energy security and self-suffi ciency for many countries. On average, approximately 80% of coal produced in any of the 50+ countries that produce it is consumed domestically, with the rest destined for export markets. The largest market for coal is Asia, which accounts for 54% of global consumption.
Coal Industry
There are two types of coal:
• Thermal coal is used as fuel to generate coal-fi red electricity, make cement and heat greenhouses;
and
• Metallurgical coal, also referred to as coking coal, is an input for steel production.
Coal Market
Coal is a secure, reliable and affordable primary energy source. The coal market is characterized by the following:
• 80% of coal is sold on the long-term market, usually in contracts for delivery over a year or more.
• Price volatility has been low when compared to that of the oil & gas markets, making coal projects inherently lower risk.
• Coal is highly abundant and widespread
• Highly financeable, low cost, low risk, stable commodity
• Not dependant on rainfall, weather, or dedicated transportation routes
• Coal gasification and liquefaction technologies allow BTU conversion to synthetic gasoline or diesel fuel, making coal a viable alternative to crude oil.
Coal-Fired Power Generation
Coal remains the cheapest and the number-one energy source for electricity production – responsible for 40% of global electricity production (World Coal Institute). Coal-fired power generation
accounts for greater than 80% of total coal consumption in many western developed countries. Coal is similarly the fuel of choice in North America; for example, it accounts for one-half of electricity generation in Ontario and 55% in the United States. (Source: NYMEX)
Coal Pricing
Some of the relevant factors contributing to the favourable prevailing global and southern African coal-pricing environment
are as follows:
• A falling U.S. dollar, perpetual war in Iraq, and nuclear saber rattling by the United States administration over Iran have continued to provide upward pressure on the price of oil.
• The soaring price of oil is leading to fuel/feedstock substitution. Coal has been a major beneficiary, experiencing an increase in the quantity demanded, and increasing prices.
• Brokerage UBS is forecasting C$170 per tonne for coking (or metallurgical) coal, used to make steel, and C$100 per tonne for thermal coal used in power production in 2008.
• Increasing demand from China, India, and other developing nations. China and India are both major contributors to the increase in global demand for coal and will continue to be for the
foreseeable future as they continue their dramatic growth and regional economic emergence.
• A multifaceted power generation and infrastructure crisis in South Africa has resulted in the declaration of a state of emergency.
• China, the largest consumer of coal in the world, represents greater than 25% of global consumption and has now become a net importer of coal. Coal accounts for in excess of 65%
of total primary energy consumption in China. Coal for power and heat generation is the core segment of the increasing demand.
• Freak February 2008 snowstorms in China exacerbated the coal supply/demand imbalance as rail distribution lines were cut off. The resulting delays in coal delivery disrupted power generation
leading to blackouts in 170 Chinese cities. Coal prices in China have only recently started to decline as the nationwide energy crisis starts to subside (China National Coal Association).
• Cement manufacturers in the UAE, other Gulf States, India, and Pakistan have been switching to imported coal from South Africa as a less expensive primary energy source than gas to fire
their furnaces.
COMMENT: India’s voracious appetite for power to fuel its growth is impacting the South African market through the export markets for coal. One Indian firm alone, Tata Power Company Limited (Tata Power), has earmarked 23 million tons of coal per year to be sourced from South Africa by the year 2012. This is equivalent to 25% of South Africa’s export capacity. Tata Power is India’s largest private sector power utility with an installed generation capacity of over 2300 MW. Homeland is in the preliminary stages of contacting Tata Power to discuss possible supply agreements for its
export quality coal product.
Coal in South Africa
The South African energy market is currently in a state of urgent need for additional supply of electricity. As can be seen in the chart below, the burning of coal represents three quarters of the
primary energy needs in South Africa where there is both a chronic shortage of electric power and rapidly growing demand. As the fi fth largest producer and the third largest exporter of coal in the
world, South Africa produces an approximately 224 mt of marketable coal per year, 25% of which is destined for export.
Domestic South African consumption of coal is as follows:
Coal fi red power generation 53%
Petrochemical industry 33%
Metallurgical industry 12%
Domestic use 12%
South Africa’s coal reserves are estimated at 53 billion tonnes.
South African Power Crisis
Eskom Holdings Ltd., South Africa’s state-owned electric power utility, has been rationing power to mines, smelters, and heavy industry and cutting power supplies to households and businesses in
South Africa as a coal conservation measure. Despite the rationing, Eskom’s coal stockpiles have reportedly fallen to 12 days’ supply (Source: Bloomberg – April 2, 2008) Eskom is the seventh
largest power generating concern in the world and 90% of the power generated by Eskom is from burning coal.
Eskom has announced that has been having problems with wet and poor quality coal. Eskom’s use of poor quality coal has contributed to the degradation of power generation facilities, equipment
failure and reduced capacity utilization amounting to 10% – 15+% of its 38,000-megawatt capacity (Source: GlobalCOAL) In order to respond to the current conditions, Eskom has proposed an
increase in electricity prices of 53%.
COMMENT: South Africa’s energy minister recently declared an “electricity emergency” and ordered that all mining activity come to a halt to “conserve power”. Interestingly, BHP Billiton,
a target of Eskom’s power rationing, has recently divested itself of two large coal assets in South Africa. The market need for Homeland Energy’s product is obvious, and the close proximity to
state-owned Eskom’s coal-fi red power generation facilities should signifi cantly mitigate risk and allow Homeland Energy’s to build a close relationship with its prospective primary target client,
securing long-term supply agreements. Eskom’s infrastructure degradation, equipment/maintenance problems, long delayed new-power generation projects, and rumors of sabotage are some cause
for concern. To the degree to which it is politically plausible, Homeland Energy’s should diversify its client base to include export markets, including clients such as Tata Power, in order to mitigate the risk of over-exposure to the one large domestic client."
(Quelle: Homeland Energy Group-Research, eResearch,
Graphiken hab ich leider nicht reinkopiert bekommen)
The global market for coal is characterized by many different producers and consumers on every continent. Coal is a strategic commodity with implications for energy security and self-suffi ciency for many countries. On average, approximately 80% of coal produced in any of the 50+ countries that produce it is consumed domestically, with the rest destined for export markets. The largest market for coal is Asia, which accounts for 54% of global consumption.
Coal Industry
There are two types of coal:
• Thermal coal is used as fuel to generate coal-fi red electricity, make cement and heat greenhouses;
and
• Metallurgical coal, also referred to as coking coal, is an input for steel production.
Coal Market
Coal is a secure, reliable and affordable primary energy source. The coal market is characterized by the following:
• 80% of coal is sold on the long-term market, usually in contracts for delivery over a year or more.
• Price volatility has been low when compared to that of the oil & gas markets, making coal projects inherently lower risk.
• Coal is highly abundant and widespread
• Highly financeable, low cost, low risk, stable commodity
• Not dependant on rainfall, weather, or dedicated transportation routes
• Coal gasification and liquefaction technologies allow BTU conversion to synthetic gasoline or diesel fuel, making coal a viable alternative to crude oil.
Coal-Fired Power Generation
Coal remains the cheapest and the number-one energy source for electricity production – responsible for 40% of global electricity production (World Coal Institute). Coal-fired power generation
accounts for greater than 80% of total coal consumption in many western developed countries. Coal is similarly the fuel of choice in North America; for example, it accounts for one-half of electricity generation in Ontario and 55% in the United States. (Source: NYMEX)
Coal Pricing
Some of the relevant factors contributing to the favourable prevailing global and southern African coal-pricing environment
are as follows:
• A falling U.S. dollar, perpetual war in Iraq, and nuclear saber rattling by the United States administration over Iran have continued to provide upward pressure on the price of oil.
• The soaring price of oil is leading to fuel/feedstock substitution. Coal has been a major beneficiary, experiencing an increase in the quantity demanded, and increasing prices.
• Brokerage UBS is forecasting C$170 per tonne for coking (or metallurgical) coal, used to make steel, and C$100 per tonne for thermal coal used in power production in 2008.
• Increasing demand from China, India, and other developing nations. China and India are both major contributors to the increase in global demand for coal and will continue to be for the
foreseeable future as they continue their dramatic growth and regional economic emergence.
• A multifaceted power generation and infrastructure crisis in South Africa has resulted in the declaration of a state of emergency.
• China, the largest consumer of coal in the world, represents greater than 25% of global consumption and has now become a net importer of coal. Coal accounts for in excess of 65%
of total primary energy consumption in China. Coal for power and heat generation is the core segment of the increasing demand.
• Freak February 2008 snowstorms in China exacerbated the coal supply/demand imbalance as rail distribution lines were cut off. The resulting delays in coal delivery disrupted power generation
leading to blackouts in 170 Chinese cities. Coal prices in China have only recently started to decline as the nationwide energy crisis starts to subside (China National Coal Association).
• Cement manufacturers in the UAE, other Gulf States, India, and Pakistan have been switching to imported coal from South Africa as a less expensive primary energy source than gas to fire
their furnaces.
COMMENT: India’s voracious appetite for power to fuel its growth is impacting the South African market through the export markets for coal. One Indian firm alone, Tata Power Company Limited (Tata Power), has earmarked 23 million tons of coal per year to be sourced from South Africa by the year 2012. This is equivalent to 25% of South Africa’s export capacity. Tata Power is India’s largest private sector power utility with an installed generation capacity of over 2300 MW. Homeland is in the preliminary stages of contacting Tata Power to discuss possible supply agreements for its
export quality coal product.
Coal in South Africa
The South African energy market is currently in a state of urgent need for additional supply of electricity. As can be seen in the chart below, the burning of coal represents three quarters of the
primary energy needs in South Africa where there is both a chronic shortage of electric power and rapidly growing demand. As the fi fth largest producer and the third largest exporter of coal in the
world, South Africa produces an approximately 224 mt of marketable coal per year, 25% of which is destined for export.
Domestic South African consumption of coal is as follows:
Coal fi red power generation 53%
Petrochemical industry 33%
Metallurgical industry 12%
Domestic use 12%
South Africa’s coal reserves are estimated at 53 billion tonnes.
South African Power Crisis
Eskom Holdings Ltd., South Africa’s state-owned electric power utility, has been rationing power to mines, smelters, and heavy industry and cutting power supplies to households and businesses in
South Africa as a coal conservation measure. Despite the rationing, Eskom’s coal stockpiles have reportedly fallen to 12 days’ supply (Source: Bloomberg – April 2, 2008) Eskom is the seventh
largest power generating concern in the world and 90% of the power generated by Eskom is from burning coal.
Eskom has announced that has been having problems with wet and poor quality coal. Eskom’s use of poor quality coal has contributed to the degradation of power generation facilities, equipment
failure and reduced capacity utilization amounting to 10% – 15+% of its 38,000-megawatt capacity (Source: GlobalCOAL) In order to respond to the current conditions, Eskom has proposed an
increase in electricity prices of 53%.
COMMENT: South Africa’s energy minister recently declared an “electricity emergency” and ordered that all mining activity come to a halt to “conserve power”. Interestingly, BHP Billiton,
a target of Eskom’s power rationing, has recently divested itself of two large coal assets in South Africa. The market need for Homeland Energy’s product is obvious, and the close proximity to
state-owned Eskom’s coal-fi red power generation facilities should signifi cantly mitigate risk and allow Homeland Energy’s to build a close relationship with its prospective primary target client,
securing long-term supply agreements. Eskom’s infrastructure degradation, equipment/maintenance problems, long delayed new-power generation projects, and rumors of sabotage are some cause
for concern. To the degree to which it is politically plausible, Homeland Energy’s should diversify its client base to include export markets, including clients such as Tata Power, in order to mitigate the risk of over-exposure to the one large domestic client."
(Quelle: Homeland Energy Group-Research, eResearch,
Graphiken hab ich leider nicht reinkopiert bekommen)
"Der Domino-Effekt der Kreditkrise
von Daniel Wilhelmi
Diese Mail von PR-Leser Benjamin M. freut mich sehr: „Guten Abend Herr Wilhelmi, ich verfolge gespannt Ihre Erläuterungen zu der Subprime-Krise in Ihren Börsenbriefen. Ich befasse mich zurzeit sehr intensiv mit diesem Thema, weil ich über die Subprime-Krise eine Facharbeit für die Schule schreibe. ;-) Durch die Börsenbriefe von Donnerstag und Dienstag wurden mir erst die Hintergründe klar, auf was die Subprime-Kreditnehmer spekulierten. Durch den Werteverfall der Häuser und die Abflachung des Häuserkaufs platze diese Spekulation.…Schönes Wochenende und liebe Grüße, Benjamin M.“
Es freut mich ganz besonders, wenn sich junge Menschen bereits mit der Börse befassen. Ich wünschte, es würde mehr junge Leute wie Herrn M. in Deutschland geben. Aber machen wir weiter in der Mini-Serie über die amerikanische Subprime- und Kredit-Krise, denn irgendwann muss dieses Thema dann ja auch abgeschlossen werden.
Vorher kommen wir jedoch heute zu dem wirklich wichtigen Punkt: Nämlich den Auswirkungen der Immobilienkrise. Die Subprime-Krise ist ja nur ein Teil-Element der Immobilienkrise. Und dieser Teil ist begrenzt. Deshalb dachten die Banken auch noch bis vor wenigen Monaten, dass sie die ganze Krise kontrollieren könnten.
Wie ich Ihnen in der letzten Ausgabe schon beschrieb, ist der „Credit-Score“, das Kredit-Rating, für den amerikanischen Konsum ganz entscheidend. Beim „Credit-Score“ wird das Zahlungsverhalten der Kunden bewertet. Wenn man seine Kreditkarten-Rechnungen immer fristgerecht bezahlt, dann hat man einen niedrigen „Credit-Score“ und kann dementsprechend hohe Kredite in Anspruch nehmen. Wenn man aber einen hohen „Credit-Score“ hat, dann besagt dies, dass man seine Zahlungen nicht beglichen hat bzw. nicht „on time“ bezahlt. Folglich bekommt man dann keine Kredite mehr bzw. nur noch zu deutlich teueren Raten.
Meiden Sie US-Luxus-Unternehmen
Und hier liegt jetzt der wirkliche Knackpunkt, den die Märkte noch gar nicht richtig verstanden haben. Durch die Zwangsrückgaben der Immobilien an die Banken haben sich Teile der US-Bevölkerung ihren „Credit-Score“ ruiniert. Denn die Zwangsrückgabe wird als Kreditzahlungs-Ausfall gewertet. Und zwar eben nicht nur die Subprime-Schicht, sondern auch immer weitere Teil der Mittelschicht. So wie meine Freunde, die plötzlich 2-4 Häuser nicht mehr abzahlen können.
Das bedeutet aber: Die höheren Credit-Scores werden in Zukunft verhindern, dass diese Leute viel Kedit-Kapital zu Verfügung haben, um es in den amerikanischen Konsum zu pumpen. Das ist das wirkliche Problem an der ganzen Krise. Je weitere Kreise die Immobilienkrise in der Mittelschicht zieht, desto mehr Menschen werden so genannten „Bad Credit“-Status erhalten.
Da die Amerikaner aber Kredit für den Konsum bzw. für die Tilgungen ihrer Zahlungsverpflichtungen brauchen, werden wir in den USA meiner Meinung nach ein Konsumproblem bekommen, das in seiner Tragweite von den Börsianern noch gar nicht richtig wahrgenommen wird. Natürlich werden die Emerging Markets einen Teil des Konsum-Vakuums aus den USA kompensieren können. Aber das ist aktuell noch ein recht kleiner Teil.
Und nun zu einem weiteren Punkt: Durch den um sich greifenden „Bad Credit“-Status drohen nun weitere stark kredit-finanzierte Bereiche wie Domino-Steine zu fallen. So ist die Ausfall-Quote für Tilgungen von Auto-Krediten im März auf ein historisches Hoch gestiegen. Ein historisches Hoch! Nun ist das Volumen von Auto-Krediten (sagen wir mal ca. 10.000 US$ pro Kredit) natürlich niedriger als bei einem Immobilien-Kredit (ca. 100.000 US$), aber es zeigt, dass sich die Kreditkrise ausweitet. Meiden Sie deshalb die Aktien von Luxus-Herstellern (Autos, Boote etc.), die den Großteil ihrer Umsätze in den USA machen. Diese Firmen werden harte Zeiten vor sich haben.
Have a successful day,
Ihr
Daniel Wilhelmi"
von Daniel Wilhelmi
Diese Mail von PR-Leser Benjamin M. freut mich sehr: „Guten Abend Herr Wilhelmi, ich verfolge gespannt Ihre Erläuterungen zu der Subprime-Krise in Ihren Börsenbriefen. Ich befasse mich zurzeit sehr intensiv mit diesem Thema, weil ich über die Subprime-Krise eine Facharbeit für die Schule schreibe. ;-) Durch die Börsenbriefe von Donnerstag und Dienstag wurden mir erst die Hintergründe klar, auf was die Subprime-Kreditnehmer spekulierten. Durch den Werteverfall der Häuser und die Abflachung des Häuserkaufs platze diese Spekulation.…Schönes Wochenende und liebe Grüße, Benjamin M.“
Es freut mich ganz besonders, wenn sich junge Menschen bereits mit der Börse befassen. Ich wünschte, es würde mehr junge Leute wie Herrn M. in Deutschland geben. Aber machen wir weiter in der Mini-Serie über die amerikanische Subprime- und Kredit-Krise, denn irgendwann muss dieses Thema dann ja auch abgeschlossen werden.
Vorher kommen wir jedoch heute zu dem wirklich wichtigen Punkt: Nämlich den Auswirkungen der Immobilienkrise. Die Subprime-Krise ist ja nur ein Teil-Element der Immobilienkrise. Und dieser Teil ist begrenzt. Deshalb dachten die Banken auch noch bis vor wenigen Monaten, dass sie die ganze Krise kontrollieren könnten.
Wie ich Ihnen in der letzten Ausgabe schon beschrieb, ist der „Credit-Score“, das Kredit-Rating, für den amerikanischen Konsum ganz entscheidend. Beim „Credit-Score“ wird das Zahlungsverhalten der Kunden bewertet. Wenn man seine Kreditkarten-Rechnungen immer fristgerecht bezahlt, dann hat man einen niedrigen „Credit-Score“ und kann dementsprechend hohe Kredite in Anspruch nehmen. Wenn man aber einen hohen „Credit-Score“ hat, dann besagt dies, dass man seine Zahlungen nicht beglichen hat bzw. nicht „on time“ bezahlt. Folglich bekommt man dann keine Kredite mehr bzw. nur noch zu deutlich teueren Raten.
Meiden Sie US-Luxus-Unternehmen
Und hier liegt jetzt der wirkliche Knackpunkt, den die Märkte noch gar nicht richtig verstanden haben. Durch die Zwangsrückgaben der Immobilien an die Banken haben sich Teile der US-Bevölkerung ihren „Credit-Score“ ruiniert. Denn die Zwangsrückgabe wird als Kreditzahlungs-Ausfall gewertet. Und zwar eben nicht nur die Subprime-Schicht, sondern auch immer weitere Teil der Mittelschicht. So wie meine Freunde, die plötzlich 2-4 Häuser nicht mehr abzahlen können.
Das bedeutet aber: Die höheren Credit-Scores werden in Zukunft verhindern, dass diese Leute viel Kedit-Kapital zu Verfügung haben, um es in den amerikanischen Konsum zu pumpen. Das ist das wirkliche Problem an der ganzen Krise. Je weitere Kreise die Immobilienkrise in der Mittelschicht zieht, desto mehr Menschen werden so genannten „Bad Credit“-Status erhalten.
Da die Amerikaner aber Kredit für den Konsum bzw. für die Tilgungen ihrer Zahlungsverpflichtungen brauchen, werden wir in den USA meiner Meinung nach ein Konsumproblem bekommen, das in seiner Tragweite von den Börsianern noch gar nicht richtig wahrgenommen wird. Natürlich werden die Emerging Markets einen Teil des Konsum-Vakuums aus den USA kompensieren können. Aber das ist aktuell noch ein recht kleiner Teil.
Und nun zu einem weiteren Punkt: Durch den um sich greifenden „Bad Credit“-Status drohen nun weitere stark kredit-finanzierte Bereiche wie Domino-Steine zu fallen. So ist die Ausfall-Quote für Tilgungen von Auto-Krediten im März auf ein historisches Hoch gestiegen. Ein historisches Hoch! Nun ist das Volumen von Auto-Krediten (sagen wir mal ca. 10.000 US$ pro Kredit) natürlich niedriger als bei einem Immobilien-Kredit (ca. 100.000 US$), aber es zeigt, dass sich die Kreditkrise ausweitet. Meiden Sie deshalb die Aktien von Luxus-Herstellern (Autos, Boote etc.), die den Großteil ihrer Umsätze in den USA machen. Diese Firmen werden harte Zeiten vor sich haben.
Have a successful day,
Ihr
Daniel Wilhelmi"
ein paar thematische Sachen über (großteils asiatische)
Emerging-Markets...
The Water Business in China
www.kpmg.de/docs/080402_Water_Business_KPMG_China_03-2008.pd…
Hongkong Budget Summary 2008 - 2009
www.kpmg.de/docs/080402_Hongkong_Budget_Summary_2008-09_0320…
Driving Forces in China's Car Market
www.kpmg.de/docs/Momentum_Driving_Forces_in_Chinas_Car_Marke…
The Rise of China's Capital Markets
www.kpmg.de/docs/Rise_of_China_Capital_(2).pdf
Ostdeutschland als Standort für indische Direktinvestitionen
www.kpmg.de/docs/Ostdeutschland_als_Standort_fuer_indische-D…
India Fraud Survey Report 2008
www.kpmg.de/docs/080402_India_Fraud_Survey_Report_2008_03200…
India - Budget 2008 Highlights
www.kpmg.de/docs/Budget2008_KPMG_India_Webaccessible_03-2008…
Indian Maritime Landscape - Background Note 2008
www.kpmg.de/docs/080402_Indian_Maritime_Landscape_-_Backgrou…
Oil&Gas Scenario in India
www.kpmg.de/docs/080402_Oil_Gas_Scenario_India_032008.pdf
Brazilian Transnational Companies - the route of Brazilian Investments abroad
www.kpmg.de/docs/080402_Brazilian_Transnational_Companies_08…
Investment in Brazil 2007
www.kpmg.de/docs/080403_Investments_in_Brazil_9ed_072007.pdf
La nueva realidad - Business prospects in Latin America
www.kpmg.de/docs/la_nueva_realidad.pdf
(Kann nicht behaupten alles gelesen zu haben,
geschweige denn alles zu verstehen,
dürften trotzdem interessante Sachen dabei sein
-wenn man sich auch arg "trockenen" Stoff antut)
Emerging-Markets...
The Water Business in China
www.kpmg.de/docs/080402_Water_Business_KPMG_China_03-2008.pd…
Hongkong Budget Summary 2008 - 2009
www.kpmg.de/docs/080402_Hongkong_Budget_Summary_2008-09_0320…
Driving Forces in China's Car Market
www.kpmg.de/docs/Momentum_Driving_Forces_in_Chinas_Car_Marke…
The Rise of China's Capital Markets
www.kpmg.de/docs/Rise_of_China_Capital_(2).pdf
Ostdeutschland als Standort für indische Direktinvestitionen
www.kpmg.de/docs/Ostdeutschland_als_Standort_fuer_indische-D…
India Fraud Survey Report 2008
www.kpmg.de/docs/080402_India_Fraud_Survey_Report_2008_03200…
India - Budget 2008 Highlights
www.kpmg.de/docs/Budget2008_KPMG_India_Webaccessible_03-2008…
Indian Maritime Landscape - Background Note 2008
www.kpmg.de/docs/080402_Indian_Maritime_Landscape_-_Backgrou…
Oil&Gas Scenario in India
www.kpmg.de/docs/080402_Oil_Gas_Scenario_India_032008.pdf
Brazilian Transnational Companies - the route of Brazilian Investments abroad
www.kpmg.de/docs/080402_Brazilian_Transnational_Companies_08…
Investment in Brazil 2007
www.kpmg.de/docs/080403_Investments_in_Brazil_9ed_072007.pdf
La nueva realidad - Business prospects in Latin America
www.kpmg.de/docs/la_nueva_realidad.pdf
(Kann nicht behaupten alles gelesen zu haben,
geschweige denn alles zu verstehen,
dürften trotzdem interessante Sachen dabei sein
-wenn man sich auch arg "trockenen" Stoff antut)
speziell mit diesem Aufhänger...
The Gold Report Interview with Greg McCoach, Part III (4/22/08)
International Beryllium Corp. (TSX.V:IB)
"Beryllium, once very cheap, now costs thousands per pound."
...könnte das auch sehr sehr interessant werden.
Haben davon nicht wirklich wenige Propertys
+ausgegebenes Ziel ist es wohl einer der 5 größten
Ihres Sektors zu werden.
www.theaureport.com/cs/user/print/co/494?x-t=pub.view&id=105…
"The thing that I am most optimistic about is this holding Vangold Resources has called International Beryllium Corp.
Beryllium is a metal used in flat screen TVs and computer monitors that has gone from very cheap per pound price to thousands of dollars per pound. I like the idea of this because Vangold wisely got involved with somebody who had gobbled up a lot of the beryllium assets in the world, and Vangold now owns 25 million shares of International Beryllium, and I think is one of the largest stockholders, if not the largest. International Beryllium opened up at 50 cents when it first started trading; it’s now trading close to 95 cents. I think that’s a good story. . ." (4/22/08)
-The Gold Report Interview with Greg McCoach, Part III-
"Another interesting beryllium stock is International Beryllium Corporation. IBC is independently building up a vertically integrated beryllium business. I am very excited by the exploration team and about the prospects for the company. IBC has acquired an exploration project adjacent to the world’s largest beryllium mine. I think that IBC stands to play a unique role in consolidating the beryllium industry." (1/29/08)
-The Gold Report Interview with James Passin-
ein etwas älteres Interview dazu...
"Uranium, Beryllium and Germanium: James Passin on What Investors Need to Know
Source: The Gold Report 01/29/2008
The Gold Report sat down recently with James Passin of Firebird Management LLC. Firebird manages $3.5 billion in eight funds dedicated to equity investment in emerging markets, with an emphasis on the former Soviet Union and emerging Eastern Europe, and exotic sectors worldwide. James, who joined Firebird in 1999, is the co-founder and portfolio manager of Firebird Global Master Fund, Ltd. and Firebird Global Master Fund II, Ltd., and has made considerable investments in the areas of uranium, fluorine, and germanium.
TGR: Can you give us some background on when and why you became interested in uranium as an investment?
PASSIN: I started investing in uranium stocks in 2001 when uranium was trading at a record low of $7 a pound. I made it the core focus of my hedge fund, and subsequently invested in physical uranium in 2005, paying approximately $21 a pound. These investments were based on my very clear understanding of the powerful supply-and-demand fundamentals that would support a higher uranium price, and my absolute belief in the inevitability of the nuclear renaissance. I was fortunate enough to be invested in the right stocks and the right area. These stocks proved to be very successful.
TGR: Can you talk a bit more about those "powerful supply-and-demand fundamentals"? What do you see as the primary drivers for uranium?
PASSIN: The drivers of the nuclear renaissance are very clear. Society has an unending need for energy, and this need is not going to diminish even if there is a temporary setback in the Chinese stock market. China will continue to lead the world in building new nuclear power-generating capacity. It’s hard to see in the short term the level of tension in Iran and throughout the Middle East diminishing, which will put a geopolitical bid underneath the oil price and make alternative energy attractive.
There seems finally to be a growing consensus to reduce carbon emissions in order to combat global warming, and the only way to do that economically is to increase nuclear power’s share of electricity generation — and that means building new nuclear reactors. There are 350 nuclear in various stages of planning and permitting. The first licenses have been submitted in the United States. There are over 25 nuclear power plants that are being planned in the U.S., and the total number of nuclear power reactors producing electricity globally is about 450. The significance for the uranium price is pretty clear because there is going to have to be more fuel in order to supply these new nuclear reactors.
TGR: The drivers are compelling, and the price has skyrocketed. Are you still as heavily invested?
PASSIN: I did monetize many of my uranium positions during what I would characterize as the uranium bubble. I sold my physical uranium at $135 per pound, which was one of the highest recorded prices in the history of uranium trading.
TGR: So you got out?
PASSIN: I took a lot of money off the table. What I recognized during the final phase of the uranium bubble was that hedge funds and other speculators were responsible for most of the trading. I didn’t think it was a sustainable price level. Uranium subsequently stabilized around $80. Given the quantity of stock that was issued through secondary offerings, IPOs, and reverse takeovers from investment bankers, promoters, and financiers, it seems unlikely that the uranium story by itself is going to deliver the kind of returns that a lot of momentum investors were getting used to.
While the nuclear story is very real, the uranium story itself is a little tired. Now, with that said, I still own a few uranium stocks, a few uranium juniors that I consider high quality.
TGR: Do you want to give us a few names of uranium stocks you still own?
PASSIN: One uranium stock that I still own is UEX Corporation (UEX:TO). What I like about it is that it’s well funded. The largest shareholder is Cameco Corp. (CCO:TSX), the world’s largest uranium producer. UEX, through its joint venture with AREVA (Paris:CEI.PA), has made a spectacular discovery on the Shea Creek exploration project. The scope of the project, based on the width and the extent of the mineralization, suggests to me that Shea Creek has the potential to a world-class uranium mine.
TGR: What opportunities do you see in the industry these days?
PASSIN: I am finding a lot of opportunities in those companies involved in nuclear power plant construction and the nuclear fuel cycle. It's as exciting to me now as the uranium exploration and production story was five years ago.
The materials needed to build these nuclear reactors are going to be very important, and one of the most important materials is beryllium. Beryllium has a very high melting point, is an efficient heat conductor, and also does not generally absorb radiation. It's lightweight, strong, and resistant to corrosion. And because of these unique physical properties, it is used in certain critical components inside nuclear reactors.
Beryllium is also used in other military, industrial, telecommunications, and electronics applications, and is a critical material used in all spacecraft and satellites.
Space is an area that I have been spending a lot of time investigating. Last year, China shot down one of its old satellites with a missile — an interesting test of China’s military capabilities. The militarization of space is something that is happening very rapidly. At the same time, we are seeing the commercialization of space travel. It’s almost economic for wealthy civilians to go up into space. The key to spacecraft is beryllium.
Beryllium is fairly rare in terms of the raw material, but more importantly it’s toxic to turn beryllium into a commercial product. Beryllium lung disease is a well-documented health problem that afflicts certain people who have worked in beryllium facilities.
There is very limited capacity for beryllium processing globally. The world has lived off of secondary stockpiles that were built by the United States and the Soviet Union during the Cold War, because beryllium is also needed to build nuclear weapons.
Without investing in any sort of exploration, mining, or processing, the world has been able to continue to consume beryllium from Cold War stockpiles. Since the U.S. Defense Department has sold off the entire stockpile, I don’t know where the beryllium is going to come from to meet the needs of the nuclear renaissance, let alone other industrial applications.
This is creating a really interesting situation for beryllium. There is one company that has emerged as a de facto beryllium monopoly, which is Brush Engineered Materials (BW:NYSE). Brush controls 60% of the global production of beryllium from mines, and they control a lot of the processing.
Another interesting beryllium stock is International Beryllium Corporation (TSX.V:IB) (IBC). IBC is independently building up a vertically integrated beryllium business. I am very excited by the exploration team and about the prospects for the company. IBC has acquired an exploration project adjacent to the world’s largest beryllium mine. I think that IBC stands to play a unique role in consolidating the beryllium industry.
I should also mention Vangold Resources (TSX.V:VAN), a development-stage mineral exploration and oil and gas production company, which has a confusing number of unrelated projects, including a strategic 26 percent stake in International Beryllium Corp. I think the value of the stake is going to be worth multiples of Vangold’s current market capitalization.
(das was ich bei Longview allein mit Waratah denke )
The value of Vangold’s oil exploration portfolio is hidden within the company and probably masked by the concealing number of investments Vangold has made in a number of companies. Vangold is a resource incubator that has successfully incubated and spun out a number of resource companies, such as IBC.
TGR: Any other companies in this arena that interest you?
PASSIN: There is a company with a long history, based in Idaho Falls (the heart of nuclear fuel research in the U.S.), that controls the intellectual property around a technology called the Fluorine Extraction Process. This company, International Isotopes (OTC:INIS), has successfully tested the technology at its plant, which I have visited. It has begun to commercialize the technology.
International Isotopes takes depleted uranium and converts it into a high value fluorine-based industrial gas. The remaining depleted uranium dioxide can be disposed of or even reused in MOX nuclear reactors, completely eliminating the environmental problem of depleted uranium.
The economics are very compelling because the fluorine industrial gasses are valuable. The only other way that you can produce industrial fluorine gasses is by mining fluorspar and converting it to hydrochloric acid. China has just imposed a tax and quota system on fluorspar, causing a fluorspar shortage; fluorspar prices are starting to rise.
The primary use of fluorine-based gasses is to create certain types of coolants, which are used in air conditioners and refrigerators. And everyone in China wants air conditioning and refrigeration. There is a surging demand for coolants, and therefore a surging demand for fluorine gasses. All of this setting up for a very interesting situation for International Isotopes, where they can take depleted uranium, which nobody wants, and take it and convert it into a high value industrial gas. The fluorine extraction process is the key to winning broad public acceptance for large-scale investment in the nuclear fuel cycle.
In terms of valuation, the only comparable company is Silex (ASX:SLX), which has a market cap of about three times higher than International Isotopes. There is tremendous upside in terms of valuation once the public begins to understand the significance of International Isotope’s business model.
TGR: Any other metals you'd like to talk about?
PASSIN: Germanium has unique physical properties and is used in fiber-optics and night vision equipment. In a profound way, germanium is tied into U.S. military dominance. It is also used in LED lighting; LED lighting will benefit from the new U.S. bill phasing out the light bulb.
Germanium is usually produced as a byproduct of zinc; the principal source of germanium is Chinese zinc smelters. But China has just imposed a tax and quota system on a number of minerals and metals, including germanium. A trader was just quoted as saying that there really is no germanium in the spot market at any price.
The Defense Department, oddly enough, is one of the world’s principal suppliers of germanium. For the same inexplicable, and indefensible, reason that the U. S. military sold the beryllium stockpile, the U.S. military is selling the germanium stockpile. The Pentagon is currently reevaluating its metal stockpile strategy, which could eliminate or reverse Defense Department sales.
There’s one company that has represents an interesting play on germanium — War Eagle Mining (TSX.V:WAR). It is developing the Tres Marias Zinc and Germanium Mine in Chihuahua, Mexico. The management is focused on tying up germanium when nobody is really thinking about the metal’s importance.
TGR: James, thanks so much for sharing all this with us. We appreciate your time. (1/29/08)"
HPage
www.internationalberyllium.com
Factsheet
www.internationalberyllium.com/i/pdf/IBC_FACT%20SHEET_FEB200…
Presentation - 03.08
www.internationalberyllium.com/i/pdf/IBC_PP_March_final.pdf
The Gold Report Interview with Greg McCoach, Part III (4/22/08)
International Beryllium Corp. (TSX.V:IB)
"Beryllium, once very cheap, now costs thousands per pound."
...könnte das auch sehr sehr interessant werden.
Haben davon nicht wirklich wenige Propertys
+ausgegebenes Ziel ist es wohl einer der 5 größten
Ihres Sektors zu werden.
www.theaureport.com/cs/user/print/co/494?x-t=pub.view&id=105…
"The thing that I am most optimistic about is this holding Vangold Resources has called International Beryllium Corp.
Beryllium is a metal used in flat screen TVs and computer monitors that has gone from very cheap per pound price to thousands of dollars per pound. I like the idea of this because Vangold wisely got involved with somebody who had gobbled up a lot of the beryllium assets in the world, and Vangold now owns 25 million shares of International Beryllium, and I think is one of the largest stockholders, if not the largest. International Beryllium opened up at 50 cents when it first started trading; it’s now trading close to 95 cents. I think that’s a good story. . ." (4/22/08)
-The Gold Report Interview with Greg McCoach, Part III-
"Another interesting beryllium stock is International Beryllium Corporation. IBC is independently building up a vertically integrated beryllium business. I am very excited by the exploration team and about the prospects for the company. IBC has acquired an exploration project adjacent to the world’s largest beryllium mine. I think that IBC stands to play a unique role in consolidating the beryllium industry." (1/29/08)
-The Gold Report Interview with James Passin-
ein etwas älteres Interview dazu...
"Uranium, Beryllium and Germanium: James Passin on What Investors Need to Know
Source: The Gold Report 01/29/2008
The Gold Report sat down recently with James Passin of Firebird Management LLC. Firebird manages $3.5 billion in eight funds dedicated to equity investment in emerging markets, with an emphasis on the former Soviet Union and emerging Eastern Europe, and exotic sectors worldwide. James, who joined Firebird in 1999, is the co-founder and portfolio manager of Firebird Global Master Fund, Ltd. and Firebird Global Master Fund II, Ltd., and has made considerable investments in the areas of uranium, fluorine, and germanium.
TGR: Can you give us some background on when and why you became interested in uranium as an investment?
PASSIN: I started investing in uranium stocks in 2001 when uranium was trading at a record low of $7 a pound. I made it the core focus of my hedge fund, and subsequently invested in physical uranium in 2005, paying approximately $21 a pound. These investments were based on my very clear understanding of the powerful supply-and-demand fundamentals that would support a higher uranium price, and my absolute belief in the inevitability of the nuclear renaissance. I was fortunate enough to be invested in the right stocks and the right area. These stocks proved to be very successful.
TGR: Can you talk a bit more about those "powerful supply-and-demand fundamentals"? What do you see as the primary drivers for uranium?
PASSIN: The drivers of the nuclear renaissance are very clear. Society has an unending need for energy, and this need is not going to diminish even if there is a temporary setback in the Chinese stock market. China will continue to lead the world in building new nuclear power-generating capacity. It’s hard to see in the short term the level of tension in Iran and throughout the Middle East diminishing, which will put a geopolitical bid underneath the oil price and make alternative energy attractive.
There seems finally to be a growing consensus to reduce carbon emissions in order to combat global warming, and the only way to do that economically is to increase nuclear power’s share of electricity generation — and that means building new nuclear reactors. There are 350 nuclear in various stages of planning and permitting. The first licenses have been submitted in the United States. There are over 25 nuclear power plants that are being planned in the U.S., and the total number of nuclear power reactors producing electricity globally is about 450. The significance for the uranium price is pretty clear because there is going to have to be more fuel in order to supply these new nuclear reactors.
TGR: The drivers are compelling, and the price has skyrocketed. Are you still as heavily invested?
PASSIN: I did monetize many of my uranium positions during what I would characterize as the uranium bubble. I sold my physical uranium at $135 per pound, which was one of the highest recorded prices in the history of uranium trading.
TGR: So you got out?
PASSIN: I took a lot of money off the table. What I recognized during the final phase of the uranium bubble was that hedge funds and other speculators were responsible for most of the trading. I didn’t think it was a sustainable price level. Uranium subsequently stabilized around $80. Given the quantity of stock that was issued through secondary offerings, IPOs, and reverse takeovers from investment bankers, promoters, and financiers, it seems unlikely that the uranium story by itself is going to deliver the kind of returns that a lot of momentum investors were getting used to.
While the nuclear story is very real, the uranium story itself is a little tired. Now, with that said, I still own a few uranium stocks, a few uranium juniors that I consider high quality.
TGR: Do you want to give us a few names of uranium stocks you still own?
PASSIN: One uranium stock that I still own is UEX Corporation (UEX:TO). What I like about it is that it’s well funded. The largest shareholder is Cameco Corp. (CCO:TSX), the world’s largest uranium producer. UEX, through its joint venture with AREVA (Paris:CEI.PA), has made a spectacular discovery on the Shea Creek exploration project. The scope of the project, based on the width and the extent of the mineralization, suggests to me that Shea Creek has the potential to a world-class uranium mine.
TGR: What opportunities do you see in the industry these days?
PASSIN: I am finding a lot of opportunities in those companies involved in nuclear power plant construction and the nuclear fuel cycle. It's as exciting to me now as the uranium exploration and production story was five years ago.
The materials needed to build these nuclear reactors are going to be very important, and one of the most important materials is beryllium. Beryllium has a very high melting point, is an efficient heat conductor, and also does not generally absorb radiation. It's lightweight, strong, and resistant to corrosion. And because of these unique physical properties, it is used in certain critical components inside nuclear reactors.
Beryllium is also used in other military, industrial, telecommunications, and electronics applications, and is a critical material used in all spacecraft and satellites.
Space is an area that I have been spending a lot of time investigating. Last year, China shot down one of its old satellites with a missile — an interesting test of China’s military capabilities. The militarization of space is something that is happening very rapidly. At the same time, we are seeing the commercialization of space travel. It’s almost economic for wealthy civilians to go up into space. The key to spacecraft is beryllium.
Beryllium is fairly rare in terms of the raw material, but more importantly it’s toxic to turn beryllium into a commercial product. Beryllium lung disease is a well-documented health problem that afflicts certain people who have worked in beryllium facilities.
There is very limited capacity for beryllium processing globally. The world has lived off of secondary stockpiles that were built by the United States and the Soviet Union during the Cold War, because beryllium is also needed to build nuclear weapons.
Without investing in any sort of exploration, mining, or processing, the world has been able to continue to consume beryllium from Cold War stockpiles. Since the U.S. Defense Department has sold off the entire stockpile, I don’t know where the beryllium is going to come from to meet the needs of the nuclear renaissance, let alone other industrial applications.
This is creating a really interesting situation for beryllium. There is one company that has emerged as a de facto beryllium monopoly, which is Brush Engineered Materials (BW:NYSE). Brush controls 60% of the global production of beryllium from mines, and they control a lot of the processing.
Another interesting beryllium stock is International Beryllium Corporation (TSX.V:IB) (IBC). IBC is independently building up a vertically integrated beryllium business. I am very excited by the exploration team and about the prospects for the company. IBC has acquired an exploration project adjacent to the world’s largest beryllium mine. I think that IBC stands to play a unique role in consolidating the beryllium industry.
I should also mention Vangold Resources (TSX.V:VAN), a development-stage mineral exploration and oil and gas production company, which has a confusing number of unrelated projects, including a strategic 26 percent stake in International Beryllium Corp. I think the value of the stake is going to be worth multiples of Vangold’s current market capitalization.
(das was ich bei Longview allein mit Waratah denke
)The value of Vangold’s oil exploration portfolio is hidden within the company and probably masked by the concealing number of investments Vangold has made in a number of companies. Vangold is a resource incubator that has successfully incubated and spun out a number of resource companies, such as IBC.
TGR: Any other companies in this arena that interest you?
PASSIN: There is a company with a long history, based in Idaho Falls (the heart of nuclear fuel research in the U.S.), that controls the intellectual property around a technology called the Fluorine Extraction Process. This company, International Isotopes (OTC:INIS), has successfully tested the technology at its plant, which I have visited. It has begun to commercialize the technology.
International Isotopes takes depleted uranium and converts it into a high value fluorine-based industrial gas. The remaining depleted uranium dioxide can be disposed of or even reused in MOX nuclear reactors, completely eliminating the environmental problem of depleted uranium.
The economics are very compelling because the fluorine industrial gasses are valuable. The only other way that you can produce industrial fluorine gasses is by mining fluorspar and converting it to hydrochloric acid. China has just imposed a tax and quota system on fluorspar, causing a fluorspar shortage; fluorspar prices are starting to rise.
The primary use of fluorine-based gasses is to create certain types of coolants, which are used in air conditioners and refrigerators. And everyone in China wants air conditioning and refrigeration. There is a surging demand for coolants, and therefore a surging demand for fluorine gasses. All of this setting up for a very interesting situation for International Isotopes, where they can take depleted uranium, which nobody wants, and take it and convert it into a high value industrial gas. The fluorine extraction process is the key to winning broad public acceptance for large-scale investment in the nuclear fuel cycle.
In terms of valuation, the only comparable company is Silex (ASX:SLX), which has a market cap of about three times higher than International Isotopes. There is tremendous upside in terms of valuation once the public begins to understand the significance of International Isotope’s business model.
TGR: Any other metals you'd like to talk about?
PASSIN: Germanium has unique physical properties and is used in fiber-optics and night vision equipment. In a profound way, germanium is tied into U.S. military dominance. It is also used in LED lighting; LED lighting will benefit from the new U.S. bill phasing out the light bulb.
Germanium is usually produced as a byproduct of zinc; the principal source of germanium is Chinese zinc smelters. But China has just imposed a tax and quota system on a number of minerals and metals, including germanium. A trader was just quoted as saying that there really is no germanium in the spot market at any price.
The Defense Department, oddly enough, is one of the world’s principal suppliers of germanium. For the same inexplicable, and indefensible, reason that the U. S. military sold the beryllium stockpile, the U.S. military is selling the germanium stockpile. The Pentagon is currently reevaluating its metal stockpile strategy, which could eliminate or reverse Defense Department sales.
There’s one company that has represents an interesting play on germanium — War Eagle Mining (TSX.V:WAR). It is developing the Tres Marias Zinc and Germanium Mine in Chihuahua, Mexico. The management is focused on tying up germanium when nobody is really thinking about the metal’s importance.
TGR: James, thanks so much for sharing all this with us. We appreciate your time. (1/29/08)"
HPage
www.internationalberyllium.com
Factsheet
www.internationalberyllium.com/i/pdf/IBC_FACT%20SHEET_FEB200…
Presentation - 03.08
www.internationalberyllium.com/i/pdf/IBC_PP_March_final.pdf
Das Spin-Off bei 'Adelaide Resources'
ist demnächst durch...
"New iron ore float seeks to raise $5m
April 21, 2008 - 12:38PM
Advertisement
Junior iron ore explorer Iron Road Ltd is seeking to raise $5 million ahead of its planned listing on the Australian stock exchange in June.
Its initial public offer (IPO) opens on Monday, April 28 and involves the issue of 25 million ordinary shares at a price of 20 cents each.
The iron ore assets of diversified South Australian explorer Adelaide Resources Ltd have been sold into the soon to be floated company, so it can focus on its copper, gold, mineral sand and uranium prospects in SA and the Northern Territory.
Former Shell, Santos and Telstra executive Dr John McKee will chair Iron Road.
The company's most promising asset is its wholly owned Warramboo iron ore project on the Eyre Peninsula in SA, where iron grades of 70.4 per cent have been encountered.
"Significantly, the region enjoys good quality infrastructure including port, rail, power and water," Dr McKee said.
The company has earmarked $2.4 million for exploration at the project in the first two years.
The IPO is scheduled to close on May 26 and no oversubscriptions will be accepted, ahead of a planned June 9 listing."
damit dann neu:
-Iron Road Ltd.
ist demnächst durch...
"New iron ore float seeks to raise $5m
April 21, 2008 - 12:38PM
Advertisement
Junior iron ore explorer Iron Road Ltd is seeking to raise $5 million ahead of its planned listing on the Australian stock exchange in June.
Its initial public offer (IPO) opens on Monday, April 28 and involves the issue of 25 million ordinary shares at a price of 20 cents each.
The iron ore assets of diversified South Australian explorer Adelaide Resources Ltd have been sold into the soon to be floated company, so it can focus on its copper, gold, mineral sand and uranium prospects in SA and the Northern Territory.
Former Shell, Santos and Telstra executive Dr John McKee will chair Iron Road.
The company's most promising asset is its wholly owned Warramboo iron ore project on the Eyre Peninsula in SA, where iron grades of 70.4 per cent have been encountered.
"Significantly, the region enjoys good quality infrastructure including port, rail, power and water," Dr McKee said.
The company has earmarked $2.4 million for exploration at the project in the first two years.
The IPO is scheduled to close on May 26 and no oversubscriptions will be accepted, ahead of a planned June 9 listing."
damit dann neu:
-Iron Road Ltd.
"Cardero Receives Positive Metallurgical Test Results for Pampa de Pongo Iron Ore Deposit
Tuesday April 22, 1:08 pm ET
Initiates Additional Metallurgical Testing"
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
Tuesday April 22, 1:08 pm ET
Initiates Additional Metallurgical Testing"
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Baffinland Reports Signficant Progress on Its Bulk Sample Program
Tuesday April 22, 12:31 pm ET"
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
Tuesday April 22, 12:31 pm ET"
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
Das hat heute bei einem Depotwert für einen einigermassen
merklichen Sprung gesorgt(damit derzeit wieder bei +/- 0)...
"Platinex adds Ontario properties to its portfolio: Six new PGE prospects and one gold property
Tuesday April 22, 9:30 am ET
TORONTO, April 22 /CNW/ - Platinex Inc. (TSXV: PTX) today announced two new developments that add exploration properties to the Company's portfolio of assets. They are the staking of new claims on six platinum-group-elements (PGEs) prospects in northern Ontario; and a gold property option agreement with Skead Holdings Ltd.
SIX NEW PGE PROSPECTS
Platinex also announced that six PGE prospects have recently been staked and filed in Ontario, which comprise a total of 1,795 claim units for 29,069 ha (71,800 acres). The properties are described below.
+North McFauld's Lake - is located 22 km north of Noront Resources'
Eagle One and Eagle Two nickel-copper-PGE discoveries.
This property comprises 608 contiguous claim units covering
9,846 ha (24,320 acres). The property adjoins on the south
and east a claim block held by MacDonald Mines and
Temex Resources, and on the west a block held by Noront Resources. It was staked to cover a layered intrusion coupled with
magnetic anomalies which was recently revealed in
survey publications by the Ontario government.
Layered intrusions in the McFauld's Lake area containing Ni-Cu-PGE
mineralization and thick chromium layers suggest they could be
related in many respects to Platinex's Big Trout Lake holdings 250 km to the west.
Platinex Management believes that the Company will be
able to apply its unique knowledge of the geology of the
Big Trout Lake Igneous Complex to the McFauld's Lake area.
+South McFauld's Lake - is located 25 km southwest of
Noront Resources' Eagle One and Eagle Two nickel-copper-PGE
discoveries. This property comprises 692 claim units in
three blocks covering 11,206 ha (27,680 acres). The property adjoins a block held by MacDonald Mines, Temex and Baltic
Resources on the southeast, a claim block held by MacDonald
Mines and Temex Resources to the east, and a block held by
Noront Resources and MacDonald Mines on the west.
Platinex staked it covering a layered intrusion that is
coupled with magnetic anomalies and the possible strike
extension to the southwest of the host environment for the
Noront discoveries; all of which were have been recently
revealed in survey publications by the Ontario government.
+Norton Lake - is located 413 km north of Thunder Bay and
50 km northeast of Fort Hope in Ontario. This property
comprises 56 claim units for 907 ha (2,240 acres).
The property covers a magnetic anomaly to the south and west
of a 2.46 million-tonne resource of nickel, copper, cobalt,
and palladium held by Cascadia International Resources and
East West Resources. Lake sediment anomalies in the area
suggest an environment promising for these metals on the
Norton Lake prospect.
+Awkward Lake - is located 175 km north of Thunder Bay.
This property comprises 88 contiguous units covering
1,425 ha (3,520 acres). The property adjoins the
International Nickel Ventures property on the south and
the Cascadia International Resources property on the
southwest as with Norton Lake (above). It was staked to cover
the northern portion of the Awkward Lake intrusion which
is believed to be the same age and style as the producing Lac
des Iles intrusion belonging to North American Palladium Ltd.
and contains known nickel-copper-PGE mineralization.
+Core Zone - is located 174 km north of Thunder Bay and to
the south of the previously mentioned International
Nickel Ventures property.
Platinex's property covers 302 claim units comprising
4,891 ha(12,080 acres) and was staked to cover a layered
intrusion believed genetically related to the
chromium-bearing Puddy Lake ultramafic intrusion. Nickel-copper-PGE mineralization has been found within the
area described.
+Tib Lake - is located 60 km northwest of Thunder Bay.
This property comprises 49 claim units covering 793.5 ha
(1960 acres). The property adjoins the Tib lake property
of Houston Lake Resources to the south and was staked to
cover the northern portion of the Tib Lake layered intrusion.
The intrusion is known to be related to the producing
Lac des Iles intrusion and is mineralized on the adjacent
property with nickel-copper-PGEs. Testing of this property
is warranted, especially when considered in light of
North American Palladium's nearby operation that
demands feedstock.
Worthy of mentioning is that one criterion in particular that Platinex has used in property selection has been for positive relations between First Nation Bands and exploration companies in the adjoining areas to have been cooperatively demonstrated as exploration there has progressed to date.
Option Agreement with Skead Holdings Ltd.
Platinex has entered into an option agreement with Skead Holdings Ltd., subject to board and regulatory approval, with respect to certain claims situated in Churchill, MacMurchy and Asquith Townships, in Ontario (the "Shiningtree property"). Platinex has the right to acquire a 100%-interest in the 133 claim units (5,320 acres or 2,153 ha), subject to a 3% NSR, by issuing 350,000 shares of Platinex, by making cash payments (or share equivalent) of $400,000.00 and by incurring property expenditures of $850,000.00 during the ensuing four-year period to April 11, 2012.
The Shiningtree property is underlain by a northwest trending, steeply dipping, sequence of felsic to mafic metavolcanic rocks and lesser irregular quartz feldspar porphyries of Early Precambrian age overlain in part by Nipissing diabase sills of middle Proterozoic age on 5% of the property.
The Shiningtree property is transected by NNW and NW trending fault systems and shear zones. Multiple gold bearing quartz-sericite-ankerite-tourmaline fissure veins, lenses and anastamosing fissure veins are evident on the property within the Early Precambrian rocks.
The gold mineralization has been explored and developed on several occasions (1920 to 1937; 1974 to the late 1980's; and again in 2001). The No 1 shaft is reported to be 500 feet deep with drifts at the 92, 240, and the 500-foot levels. Apparently it was never mined, but development muck is present on surface. Several other small shafts are reported. Drilling has been conducted by several parties in the past and records of this work are being assembled by Platinex and Skead.
The Shiningtree property has not been the subject of a NI 43-101 compliant report; however an independent report is presently being prepared.
In the past, grades greater than 1.0 ounce/ton Au have been observed by different authors in several veins. One such vein is stated to have returned grades over 1.0 ounce per ton over thicknesses of over 2.0 metres with continuity over tens of metres laterally and vertically. However, old reports and maps which would corroborate and testify to this mineralization are sparse and not compliant with NI 43-101 standards. The Shiningtree property is in need of a comprehensive program of geological mapping, overburden sampling, stripping, trenching and quite possibly ground geophysics with line-cutting.
The Company has sufficient finances currently to cover initial exploration on these properties this year, but drilling will require additional financing. Platinex will be initiating exploration work on these new prospects which may variously include airborne geophysical surveys, ground geological, geophysical and geochemical surveys with linecutting. An independent report and exploration budget will be prepared prior to launching the exploration program.
James R. Trusler, P.Eng., President and CEO of Platinex Inc. is the qualified person as defined by National Instrument 43-101 with respect to the content of this release.
Further information will be posted shortly on the Company's website.
About Platinex Inc.
Platinex is a Canadian exploration company based near Toronto. Platinex focuses on carefully selected Platinum Group Element targets in settings analogous to the JM reef (Stillwater Complex, Montana) and the Merensky and UG2 reefs (Bushveld Complex, RSA). Platinex is determined to find platinum sources to be used in the campaign to eliminate the threat of global warming. Shares of Platinex are listed for trading on the TSX Venture Exchange under the symbol PTX.
To receive Company press releases, please email
chris(at)chfir.com
and mention "Platinex" on the subject line.
FORWARD-LOOKING STATEMENTS:
Except for statements of historical fact, all statements in this news release - including, without limitation, statements regarding future plans and objectives, are forward-looking statements that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate; actual results and future events could differ materially from those anticipated in such statements.
THE TSX VENTURE EXCHANGE HAS NOT REVIEWED AND DOES NOT ACCEPT
RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.
For further information
Platinex Inc.: James R. Trusler, President & CEO, Tel: (905) 727-9046, Email: jim@platinex.com
CHF Investor Relations: Cathy Hume, CEO, Tel: (416) 868-1079 ext. 231, Email: cathy@chfir.com
CHF Investor Relations: Chris Haldane, Account Manager, Tel: (416) 868-1079 ext. 237, Email: chris@chfir.com
Source: Platinex Inc."
merklichen Sprung gesorgt(damit derzeit wieder bei +/- 0)...
"Platinex adds Ontario properties to its portfolio: Six new PGE prospects and one gold property
Tuesday April 22, 9:30 am ET
TORONTO, April 22 /CNW/ - Platinex Inc. (TSXV: PTX) today announced two new developments that add exploration properties to the Company's portfolio of assets. They are the staking of new claims on six platinum-group-elements (PGEs) prospects in northern Ontario; and a gold property option agreement with Skead Holdings Ltd.
SIX NEW PGE PROSPECTS
Platinex also announced that six PGE prospects have recently been staked and filed in Ontario, which comprise a total of 1,795 claim units for 29,069 ha (71,800 acres). The properties are described below.
+North McFauld's Lake - is located 22 km north of Noront Resources'
Eagle One and Eagle Two nickel-copper-PGE discoveries.
This property comprises 608 contiguous claim units covering
9,846 ha (24,320 acres). The property adjoins on the south
and east a claim block held by MacDonald Mines and
Temex Resources, and on the west a block held by Noront Resources. It was staked to cover a layered intrusion coupled with
magnetic anomalies which was recently revealed in
survey publications by the Ontario government.
Layered intrusions in the McFauld's Lake area containing Ni-Cu-PGE
mineralization and thick chromium layers suggest they could be
related in many respects to Platinex's Big Trout Lake holdings 250 km to the west.
Platinex Management believes that the Company will be
able to apply its unique knowledge of the geology of the
Big Trout Lake Igneous Complex to the McFauld's Lake area.
+South McFauld's Lake - is located 25 km southwest of
Noront Resources' Eagle One and Eagle Two nickel-copper-PGE
discoveries. This property comprises 692 claim units in
three blocks covering 11,206 ha (27,680 acres). The property adjoins a block held by MacDonald Mines, Temex and Baltic
Resources on the southeast, a claim block held by MacDonald
Mines and Temex Resources to the east, and a block held by
Noront Resources and MacDonald Mines on the west.
Platinex staked it covering a layered intrusion that is
coupled with magnetic anomalies and the possible strike
extension to the southwest of the host environment for the
Noront discoveries; all of which were have been recently
revealed in survey publications by the Ontario government.
+Norton Lake - is located 413 km north of Thunder Bay and
50 km northeast of Fort Hope in Ontario. This property
comprises 56 claim units for 907 ha (2,240 acres).
The property covers a magnetic anomaly to the south and west
of a 2.46 million-tonne resource of nickel, copper, cobalt,
and palladium held by Cascadia International Resources and
East West Resources. Lake sediment anomalies in the area
suggest an environment promising for these metals on the
Norton Lake prospect.
+Awkward Lake - is located 175 km north of Thunder Bay.
This property comprises 88 contiguous units covering
1,425 ha (3,520 acres). The property adjoins the
International Nickel Ventures property on the south and
the Cascadia International Resources property on the
southwest as with Norton Lake (above). It was staked to cover
the northern portion of the Awkward Lake intrusion which
is believed to be the same age and style as the producing Lac
des Iles intrusion belonging to North American Palladium Ltd.
and contains known nickel-copper-PGE mineralization.
+Core Zone - is located 174 km north of Thunder Bay and to
the south of the previously mentioned International
Nickel Ventures property.
Platinex's property covers 302 claim units comprising
4,891 ha(12,080 acres) and was staked to cover a layered
intrusion believed genetically related to the
chromium-bearing Puddy Lake ultramafic intrusion. Nickel-copper-PGE mineralization has been found within the
area described.
+Tib Lake - is located 60 km northwest of Thunder Bay.
This property comprises 49 claim units covering 793.5 ha
(1960 acres). The property adjoins the Tib lake property
of Houston Lake Resources to the south and was staked to
cover the northern portion of the Tib Lake layered intrusion.
The intrusion is known to be related to the producing
Lac des Iles intrusion and is mineralized on the adjacent
property with nickel-copper-PGEs. Testing of this property
is warranted, especially when considered in light of
North American Palladium's nearby operation that
demands feedstock.
Worthy of mentioning is that one criterion in particular that Platinex has used in property selection has been for positive relations between First Nation Bands and exploration companies in the adjoining areas to have been cooperatively demonstrated as exploration there has progressed to date.
Option Agreement with Skead Holdings Ltd.
Platinex has entered into an option agreement with Skead Holdings Ltd., subject to board and regulatory approval, with respect to certain claims situated in Churchill, MacMurchy and Asquith Townships, in Ontario (the "Shiningtree property"). Platinex has the right to acquire a 100%-interest in the 133 claim units (5,320 acres or 2,153 ha), subject to a 3% NSR, by issuing 350,000 shares of Platinex, by making cash payments (or share equivalent) of $400,000.00 and by incurring property expenditures of $850,000.00 during the ensuing four-year period to April 11, 2012.
The Shiningtree property is underlain by a northwest trending, steeply dipping, sequence of felsic to mafic metavolcanic rocks and lesser irregular quartz feldspar porphyries of Early Precambrian age overlain in part by Nipissing diabase sills of middle Proterozoic age on 5% of the property.
The Shiningtree property is transected by NNW and NW trending fault systems and shear zones. Multiple gold bearing quartz-sericite-ankerite-tourmaline fissure veins, lenses and anastamosing fissure veins are evident on the property within the Early Precambrian rocks.
The gold mineralization has been explored and developed on several occasions (1920 to 1937; 1974 to the late 1980's; and again in 2001). The No 1 shaft is reported to be 500 feet deep with drifts at the 92, 240, and the 500-foot levels. Apparently it was never mined, but development muck is present on surface. Several other small shafts are reported. Drilling has been conducted by several parties in the past and records of this work are being assembled by Platinex and Skead.
The Shiningtree property has not been the subject of a NI 43-101 compliant report; however an independent report is presently being prepared.
In the past, grades greater than 1.0 ounce/ton Au have been observed by different authors in several veins. One such vein is stated to have returned grades over 1.0 ounce per ton over thicknesses of over 2.0 metres with continuity over tens of metres laterally and vertically. However, old reports and maps which would corroborate and testify to this mineralization are sparse and not compliant with NI 43-101 standards. The Shiningtree property is in need of a comprehensive program of geological mapping, overburden sampling, stripping, trenching and quite possibly ground geophysics with line-cutting.
The Company has sufficient finances currently to cover initial exploration on these properties this year, but drilling will require additional financing. Platinex will be initiating exploration work on these new prospects which may variously include airborne geophysical surveys, ground geological, geophysical and geochemical surveys with linecutting. An independent report and exploration budget will be prepared prior to launching the exploration program.
James R. Trusler, P.Eng., President and CEO of Platinex Inc. is the qualified person as defined by National Instrument 43-101 with respect to the content of this release.
Further information will be posted shortly on the Company's website.
About Platinex Inc.
Platinex is a Canadian exploration company based near Toronto. Platinex focuses on carefully selected Platinum Group Element targets in settings analogous to the JM reef (Stillwater Complex, Montana) and the Merensky and UG2 reefs (Bushveld Complex, RSA). Platinex is determined to find platinum sources to be used in the campaign to eliminate the threat of global warming. Shares of Platinex are listed for trading on the TSX Venture Exchange under the symbol PTX.
To receive Company press releases, please email
chris(at)chfir.com
and mention "Platinex" on the subject line.
FORWARD-LOOKING STATEMENTS:
Except for statements of historical fact, all statements in this news release - including, without limitation, statements regarding future plans and objectives, are forward-looking statements that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate; actual results and future events could differ materially from those anticipated in such statements.
THE TSX VENTURE EXCHANGE HAS NOT REVIEWED AND DOES NOT ACCEPT
RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.
For further information
Platinex Inc.: James R. Trusler, President & CEO, Tel: (905) 727-9046, Email: jim@platinex.com
CHF Investor Relations: Cathy Hume, CEO, Tel: (416) 868-1079 ext. 231, Email: cathy@chfir.com
CHF Investor Relations: Chris Haldane, Account Manager, Tel: (416) 868-1079 ext. 237, Email: chris@chfir.com
Source: Platinex Inc."
Diese Nachricht hört sich zumindest ziemlich interessant an,
mehr kann ich aber nicht dazu sagen, müsste man
genauer nachschauen...
"Castlemaine soars on drill results
Tuesday, 22 April 2008
CASTLEMAINE Goldfields’ share price soared 40% in afternoon trade after releasing drilling results which the company says confirms the multi-million ounce potential of its namesake goldfield."
mehr kann ich aber nicht dazu sagen, müsste man
genauer nachschauen...
"Castlemaine soars on drill results
Tuesday, 22 April 2008
CASTLEMAINE Goldfields’ share price soared 40% in afternoon trade after releasing drilling results which the company says confirms the multi-million ounce potential of its namesake goldfield."
die Chinesen... -die werden hier wohl noch das
ein oder andere Mal vorkommen.
"Chinese eye Brockman stake
Tuesday, 22 April 2008
Kate Haycock
BROCKMAN Resources is in talks with a Chinese iron ore trader over its Marillanna project in the Pilbara, with the Haoning Group reportedly considering taking a 10% stake in the iron ore aspirant."
ein oder andere Mal vorkommen.
"Chinese eye Brockman stake
Tuesday, 22 April 2008
Kate Haycock
BROCKMAN Resources is in talks with a Chinese iron ore trader over its Marillanna project in the Pilbara, with the Haoning Group reportedly considering taking a 10% stake in the iron ore aspirant."
21/04/08. Open Briefing®. BC Iron. MD Explains Nullagine Resource Upgrade
www.corporatefile.com.au/documents/OB/MD%20Explains%20Nullag…
www.corporatefile.com.au/documents/OB/MD%20Explains%20Nullag…
www.infomine.com/index/pr/PA618905.PDF
"ATLAS IRON LIMITED
Australia - 22.04.08
Atlas Iron plans to raise A$100 million through an issue of
50 million shares. Funds will be used to grow the Pilbara
iron ore business."
"ATLAS IRON LIMITED
Australia - 22.04.08
Atlas Iron plans to raise A$100 million through an issue of
50 million shares. Funds will be used to grow the Pilbara
iron ore business."
ein möglicherweise interessantes Ergebnis...
(glaube einiges davor war auch schon sehenswert)
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Houston Lake Mining Intersects 256.94 g/mt Gold Over
A Core Length Of 3.0 Metres At West Cedartree - 23.04.08
All Four Drill Holes Return Significant Widths of Gold Mineralization
weitere Ergebnisse
Intervall..........Grade(g/t au)
25,8m................12
38,9m................20,44
incl.22m.............35,68
incl.3m..............256,94
incl.1m..............763,1
28m..................1,23
25m..................4,95"
(glaube einiges davor war auch schon sehenswert)
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Houston Lake Mining Intersects 256.94 g/mt Gold Over
A Core Length Of 3.0 Metres At West Cedartree - 23.04.08
All Four Drill Holes Return Significant Widths of Gold Mineralization
weitere Ergebnisse
Intervall..........Grade(g/t au)
25,8m................12
38,9m................20,44
incl.22m.............35,68
incl.3m..............256,94
incl.1m..............763,1
28m..................1,23
25m..................4,95"
"Democratic Republic of Congo
Posted: Wed, 23 Apr 2008
[miningmx.com] -- CHINA'S much vaunted investment of billions of dollars in the Democratic Republic of Congo (DRC) will be in exchange for copper and cobalt deposits.
The China Railway Group Ltd and Sinohydro Corp will invest billions in an infrastructure joint venture with the government of the DRC.
"Under the agreement, state-owned Congo Mining will transfer at least 10 million metric tonnes of copper and cobalt reserves to the new venture, while the Chinese companies will help build roads, hospitals and power plants," said a Bloomberg News report.
China Railway Group said it and Sinohydro would provide $2.9bn to the venture through loans and financing."
Posted: Wed, 23 Apr 2008
[miningmx.com] -- CHINA'S much vaunted investment of billions of dollars in the Democratic Republic of Congo (DRC) will be in exchange for copper and cobalt deposits.
The China Railway Group Ltd and Sinohydro Corp will invest billions in an infrastructure joint venture with the government of the DRC.
"Under the agreement, state-owned Congo Mining will transfer at least 10 million metric tonnes of copper and cobalt reserves to the new venture, while the Chinese companies will help build roads, hospitals and power plants," said a Bloomberg News report.
China Railway Group said it and Sinohydro would provide $2.9bn to the venture through loans and financing."
!?!
"Zambia
Posted: Tue, 22 Apr 2008
[miningmx.com] -- ZAMBIA may be the next hot spot for uranium explorers with the government set to start issuing uranium mining licences to foreign companies in June.
Reuters reported Kalombo Mwansa, the mines and minerals development minister, as saying that the UN's International Atomic Energy Agency (IAEA) had approved the mining of uranium as well as storage and transportation of uranium and other radioactive minerals.
"We are now just finalising the regulations and making them part of the law. That should be done by end of June," said Reuters quoting the Post newspaper quoting Mwansa."
"Zambia
Posted: Tue, 22 Apr 2008
[miningmx.com] -- ZAMBIA may be the next hot spot for uranium explorers with the government set to start issuing uranium mining licences to foreign companies in June.
Reuters reported Kalombo Mwansa, the mines and minerals development minister, as saying that the UN's International Atomic Energy Agency (IAEA) had approved the mining of uranium as well as storage and transportation of uranium and other radioactive minerals.
"We are now just finalising the regulations and making them part of the law. That should be done by end of June," said Reuters quoting the Post newspaper quoting Mwansa."
Prospecting and Mining Basics
www.miningbasics.com
www.miningbasics.com
Nachdem ich grad das Research zur 'Homeland Energy Group'
komplett durch hab(#429), würde ich es für recht wahrscheinlich halten, daß die m.d. Zeit auch auf eine Resource von
>1Mrd. t Kohle kommen
(es könnte auch durchaus deutlich mehr werden).
Sie sehen sich wohl eher, der Name sagts irgendwie,
breiter aufgestellt als Energieunternehmen,
bspw. durch Ihre recht starke Beteiligung
an Ihrem bald erfolgendem Uran Spinn-Off(die mit 18 Uranprojekten
auch einen Blick wert sein könnten),
die unter langfristigen strategischen Gesichtspunkten gesehen
wird und auch später geplanten Aktivitäten im Bereich
CBM(coalbed methane), CTL(coal-to-liquids) und/oder UCG(underground coal gasification).
Die erste Produktion soll in wenigen Wochen starten(etwa/gute 1,8Mio t aufs Jahr), richtig losgehen soll es dann aber erst
Ende 09/Anfang 2010(dann gesamt etwa 8Mio t/year)
+die nächste geplante Stufe wäre dann gesamt etwa 12Mio t/year,
die Kohle hat aber eine niedrige Qualität.
Die im entstehen begriffenen Beziehungen zu 'Eskom',
dem staatseigenen Unternehmen sollten zumindest helfen,
einigen regionalen Problemen aus dem Weg zu gehen.
Eine interessante Randnote ist, daß ein MOU existiert,
nachdem wahrscheinlich 50% der (3 derzeitigen)Kernaktivitäten verkauft werden
-die 50% dann aber wahrsch. zu fast dem Preis,
was Homeland aktuell komplett wert ist
(womit dann auch widerum in etwa die kompletten veranschlagten
Ausgaben für die nächsten 3 Jahre bezahlt werden können müssten(sprich, in dem Falle wären sie -zu aktuellen Kursen-
für den Augenblick dann fast 1:1 mit Cash unterlegt)),
zudem müssten sie glaube ich auch einen kl. Anteil,
15%?, an Altona halten.
In der Peer Group werden 'CIC Energy', 'Coal of Africa',
'Hillsborough Resources' und 'Complicance Energy'
herangezogen, wobei 1ste und letztere theoretisch
von der anteiligen Resourcenbewertung her ziemlich nett aussehen.
Unter dem Strich finde ich es eigentlich meist nicht allzu
toll, wenn große Teile der Projekte abgegeben werden,
auf der anderen Seite würde das rein rechnerisch bedeuten,
daß Homeland etwa doppelt soviel wert wäre
-und dann ständen die Chancen ziemlich gut,
daß für ziemlich lange Zeit mit so gut wie keiner
Verwässerung zu rechnen wäre -was im Erfolgsfall einen
netten Effekt auf den Hebel haben sollte.
Festzuhalten wäre noch, daß das KZiel in Teilen auf genau dem erwähnten Effekt des MOU basiert -was dann zu einer knappen Ver2ppelung führt.
Wenn der MOU ausgeführt wird,
müsste es eigentlich schon fast zwangsläufig zu merklich
höheren Kursen führen.
Wollte eigentlich nur sagen
-das könnte mittel -längerfristig ein durchaus interessantes
Unternehmen sein.
(bei eventl. ernsthaften Überlegungen wäre natürlich
alles nochmal selbst zu prüfen)
komplett durch hab(#429), würde ich es für recht wahrscheinlich halten, daß die m.d. Zeit auch auf eine Resource von
>1Mrd. t Kohle kommen
(es könnte auch durchaus deutlich mehr werden).
Sie sehen sich wohl eher, der Name sagts irgendwie,
breiter aufgestellt als Energieunternehmen,
bspw. durch Ihre recht starke Beteiligung
an Ihrem bald erfolgendem Uran Spinn-Off(die mit 18 Uranprojekten
auch einen Blick wert sein könnten),
die unter langfristigen strategischen Gesichtspunkten gesehen
wird und auch später geplanten Aktivitäten im Bereich
CBM(coalbed methane), CTL(coal-to-liquids) und/oder UCG(underground coal gasification).
Die erste Produktion soll in wenigen Wochen starten(etwa/gute 1,8Mio t aufs Jahr), richtig losgehen soll es dann aber erst
Ende 09/Anfang 2010(dann gesamt etwa 8Mio t/year)
+die nächste geplante Stufe wäre dann gesamt etwa 12Mio t/year,
die Kohle hat aber eine niedrige Qualität.
Die im entstehen begriffenen Beziehungen zu 'Eskom',
dem staatseigenen Unternehmen sollten zumindest helfen,
einigen regionalen Problemen aus dem Weg zu gehen.
Eine interessante Randnote ist, daß ein MOU existiert,
nachdem wahrscheinlich 50% der (3 derzeitigen)Kernaktivitäten verkauft werden
-die 50% dann aber wahrsch. zu fast dem Preis,
was Homeland aktuell komplett wert ist
(womit dann auch widerum in etwa die kompletten veranschlagten
Ausgaben für die nächsten 3 Jahre bezahlt werden können müssten(sprich, in dem Falle wären sie -zu aktuellen Kursen-
für den Augenblick dann fast 1:1 mit Cash unterlegt)),
zudem müssten sie glaube ich auch einen kl. Anteil,
15%?, an Altona halten.
In der Peer Group werden 'CIC Energy', 'Coal of Africa',
'Hillsborough Resources' und 'Complicance Energy'
herangezogen, wobei 1ste und letztere theoretisch
von der anteiligen Resourcenbewertung her ziemlich nett aussehen.
Unter dem Strich finde ich es eigentlich meist nicht allzu
toll, wenn große Teile der Projekte abgegeben werden,
auf der anderen Seite würde das rein rechnerisch bedeuten,
daß Homeland etwa doppelt soviel wert wäre
-und dann ständen die Chancen ziemlich gut,
daß für ziemlich lange Zeit mit so gut wie keiner
Verwässerung zu rechnen wäre -was im Erfolgsfall einen
netten Effekt auf den Hebel haben sollte.
Festzuhalten wäre noch, daß das KZiel in Teilen auf genau dem erwähnten Effekt des MOU basiert -was dann zu einer knappen Ver2ppelung führt.
Wenn der MOU ausgeführt wird,
müsste es eigentlich schon fast zwangsläufig zu merklich
höheren Kursen führen.
Wollte eigentlich nur sagen
-das könnte mittel -längerfristig ein durchaus interessantes
Unternehmen sein.
(bei eventl. ernsthaften Überlegungen wäre natürlich
alles nochmal selbst zu prüfen)
letzter Teil dazu...
"Der positive Effekt der Immobilienkrise
von Daniel Wihelmi
Schließen wir die Mini-Serie über die Subprime-Krise heute ab. Denn es gibt ja noch andere Dinge, die in der Börsenwelt passieren. Dafür nehmen wir, perfekt getimt, eine Mail von Profit Radar-Leser Werner R., die ich gestern erhalte habe:
„Hallo Herr Wilhelmi,
das Thema und Ihre Schlussfolgerungen sind sehr interessant. Bislang sind Sie noch nicht auf die Darstellung des Lesers eingegangen, wonach mit außerordentlichen Erträgen der Banken zu rechnen ist, wenn zuvor ggf. 100% der Kredite abgeschrieben wurden und dann im Falle der Verwertung ein Teil wieder zurück fließt. Ev. kommt dies ja in Ihrer nächsten Ausgabe.
Wenn Sie heute aber schreiben, dass die Banken die niedrigeren Zinsen nicht voll an Ihre Kunden weiter geben und erst wieder Ihre Kassen füllen wollen, so ist dies doch auch ein Effekt der im Sinnes des Grundgedanken des Lesers ist - die Banken werden schnell wieder zu alter Stärke zurück kommen, wenn die Abschreibungen bereits alle gemacht wurden. ... Mit freundlichen Grüßen Werner R.“
Bei dieser Frage geht es natürlich um folgenden Punkt von der ursprünglichen Frage zur Subprime-Krise von Herrn Stefan S.: “Für mich stellt sich derzeit ganz klar die Frage: Mit wieviel "außerordentlichen Erträgen" dürfen wir in den nächsten Jahren rechnen, weil die Banken auf ihre abgeschriebenen Forderungen Wertaufholungen vornehmen können?“
Das ist wirklich ein guter Punkt von Herrn S. – genau das wird irgendwann passieren. Die Frage ist eben nur, wann dieser Zeitpunkt ist?
Und das kann niemand sagen. Niemand weiß, wie viele Kredite noch abgeschrieben werden müssen, wenn tatsächlich die Kredit-Dominos ins Rollen kommen. Deshalb fallen die Kurse ja auch so stark: Unsicherheit ist immer absolutes Gift für Aktienkurse.
Aber ich bin der Meinung, dass Herr R. und Herr S. Recht haben, denn wie ich hier schon öfters gesagt habe: Die Welt wird nicht untergehen. Aber es wird eine schwerere Zeit kommen. Der Punkt mit den Immobilien-Aufwertungen stimmt. Und das ist ein Faktor, den man im Hinterkopf haben muss, wenn man über den US-Markt spricht. Hier liegt Gewinn-Potential brach, dass irgendwann gehoben werden wird.
Aber wie ich schon sagte: Wann es gehoben wird, kann niemand sagen. Und noch viel wichtiger: Es ist völlig ungewiss, wie hoch der Wert dieser Immobilien dann wirklich sein wird? Er wird natürlich höher als 0 US$ sein. Aber er wird garantiert auch nicht annährend die hohen Preise haben, die wir 2005 im amerikanischen Immobilienmarkt gesehen haben.
Bedenken Sie: Die Immobilien aus Subprime etc. weisen ja keine Top-Lagen in New York oder L.A. aus. Das sind meist die klassischen Ami-Serienhäuser aus irgendwelchen Siedlungen weit vom Stadtkern entfernt.
Viele Freunde von mir haben sich 2005 in Phoenix in Siedlungen eingekauft, die 45 Auto-Minuten westlich bzw. 30 Auto-Minuten südlich vom Zentrum von Phoenix aus dem Boden gestampft wurde. Da war vorher nichts außer plattem Land. Keine Infrastruktur, keine Einkaufszentren, keine Schulen und keine Krankenhäuser.
Ganz ehrlich: Wie viel können solche Häuser heute noch Wert sein? Im Jahr 2005 zahlten Käufer hohe Preise, da man einfach in den guten Lagen absolute Mondpreise zahlen musste, die sich kaum jemand mehr leisten konnte. Aber dieses Bild hat sich ja nun verändert: Wenn Käufer nun in viel besseren Lagen günstiger Immobilien kaufen können, warum sollen Sie in einem halb-fertigen Vorort von Detroit eine Immobilie kaufen? Wir werden also natürlich einen Aufwertungs-Effekt sehen und der wird die Kurse einiger ausgebombter Bankwerte positiv beeinflussen, aber ich rechne deshalb hier nicht mit einer gigantischen „Gewinn-Bombe“.
Have a successful day,
Ihr
Daniel Wilhelmi"
"Der positive Effekt der Immobilienkrise
von Daniel Wihelmi
Schließen wir die Mini-Serie über die Subprime-Krise heute ab. Denn es gibt ja noch andere Dinge, die in der Börsenwelt passieren. Dafür nehmen wir, perfekt getimt, eine Mail von Profit Radar-Leser Werner R., die ich gestern erhalte habe:
„Hallo Herr Wilhelmi,
das Thema und Ihre Schlussfolgerungen sind sehr interessant. Bislang sind Sie noch nicht auf die Darstellung des Lesers eingegangen, wonach mit außerordentlichen Erträgen der Banken zu rechnen ist, wenn zuvor ggf. 100% der Kredite abgeschrieben wurden und dann im Falle der Verwertung ein Teil wieder zurück fließt. Ev. kommt dies ja in Ihrer nächsten Ausgabe.
Wenn Sie heute aber schreiben, dass die Banken die niedrigeren Zinsen nicht voll an Ihre Kunden weiter geben und erst wieder Ihre Kassen füllen wollen, so ist dies doch auch ein Effekt der im Sinnes des Grundgedanken des Lesers ist - die Banken werden schnell wieder zu alter Stärke zurück kommen, wenn die Abschreibungen bereits alle gemacht wurden. ... Mit freundlichen Grüßen Werner R.“
Bei dieser Frage geht es natürlich um folgenden Punkt von der ursprünglichen Frage zur Subprime-Krise von Herrn Stefan S.: “Für mich stellt sich derzeit ganz klar die Frage: Mit wieviel "außerordentlichen Erträgen" dürfen wir in den nächsten Jahren rechnen, weil die Banken auf ihre abgeschriebenen Forderungen Wertaufholungen vornehmen können?“
Das ist wirklich ein guter Punkt von Herrn S. – genau das wird irgendwann passieren. Die Frage ist eben nur, wann dieser Zeitpunkt ist?
Und das kann niemand sagen. Niemand weiß, wie viele Kredite noch abgeschrieben werden müssen, wenn tatsächlich die Kredit-Dominos ins Rollen kommen. Deshalb fallen die Kurse ja auch so stark: Unsicherheit ist immer absolutes Gift für Aktienkurse.
Aber ich bin der Meinung, dass Herr R. und Herr S. Recht haben, denn wie ich hier schon öfters gesagt habe: Die Welt wird nicht untergehen. Aber es wird eine schwerere Zeit kommen. Der Punkt mit den Immobilien-Aufwertungen stimmt. Und das ist ein Faktor, den man im Hinterkopf haben muss, wenn man über den US-Markt spricht. Hier liegt Gewinn-Potential brach, dass irgendwann gehoben werden wird.
Aber wie ich schon sagte: Wann es gehoben wird, kann niemand sagen. Und noch viel wichtiger: Es ist völlig ungewiss, wie hoch der Wert dieser Immobilien dann wirklich sein wird? Er wird natürlich höher als 0 US$ sein. Aber er wird garantiert auch nicht annährend die hohen Preise haben, die wir 2005 im amerikanischen Immobilienmarkt gesehen haben.
Bedenken Sie: Die Immobilien aus Subprime etc. weisen ja keine Top-Lagen in New York oder L.A. aus. Das sind meist die klassischen Ami-Serienhäuser aus irgendwelchen Siedlungen weit vom Stadtkern entfernt.
Viele Freunde von mir haben sich 2005 in Phoenix in Siedlungen eingekauft, die 45 Auto-Minuten westlich bzw. 30 Auto-Minuten südlich vom Zentrum von Phoenix aus dem Boden gestampft wurde. Da war vorher nichts außer plattem Land. Keine Infrastruktur, keine Einkaufszentren, keine Schulen und keine Krankenhäuser.
Ganz ehrlich: Wie viel können solche Häuser heute noch Wert sein? Im Jahr 2005 zahlten Käufer hohe Preise, da man einfach in den guten Lagen absolute Mondpreise zahlen musste, die sich kaum jemand mehr leisten konnte. Aber dieses Bild hat sich ja nun verändert: Wenn Käufer nun in viel besseren Lagen günstiger Immobilien kaufen können, warum sollen Sie in einem halb-fertigen Vorort von Detroit eine Immobilie kaufen? Wir werden also natürlich einen Aufwertungs-Effekt sehen und der wird die Kurse einiger ausgebombter Bankwerte positiv beeinflussen, aber ich rechne deshalb hier nicht mit einer gigantischen „Gewinn-Bombe“.
Have a successful day,
Ihr
Daniel Wilhelmi"
Um 'Eastern Iron' dreht sich, wenn ich's noch richtig
in Erinnerung hab, eine richtig interessante Spekulation,
werd das nochmal suchen -und wenn hier reinbuttern.
in Erinnerung hab, eine richtig interessante Spekulation,
werd das nochmal suchen -und wenn hier reinbuttern.
Also bei 'Talisman Mining' finde ich eines sehr sehr krass:
die sind von wirklich vielen, in direkter Umgebung,
absoluten Weltklasse Eisenvorkommen umgeben.
Weil ich mich irgendwie seit Anfang an
zu blass anstelle, um hier Graphiken reinzukopieren,
mal so:
"+1.866Mio t @58,5% FE
+1.114Mio t @58,1% FE
+1.868Mio t @59,5% FE
+644Mio t @61,3 % FE
+395Mio t @62,2% FE
+2.506Mio t @61% FE"
( www.talismanmining.com.au/pdf/080314_TLM_Presentation_IronMa… - S.5)
Also ich weiss nicht, ob's da -in diesem Sinne, "pospective"
Umgebung- einigermassen vergleichbares gibt,
sollte jedenfalls die Chancen nicht schmälern.
Erwischen/liegen die in einen dieser geologischen
Ausläufer/(Haupt)Trends, dann kann das noch sehr sehr nett werden.
Vom Eindruck her, fand ich es nur recht schade,
daß die Propertys nicht nochmal deutlichst größer sind,
dafür scheinen die meisten recht gute durchgehende
Mineralisierungen aufzuweisen +es sind auch nicht
wenige Propertys.
Wollte ich nur mal gesagt haben,
den Punkt fand ich wahnsinnig beeindrucken,
also als "hoffnungsvoller Junior" gefallen die mir
jedenfalls spitzenmässig gut.
Auf die längerfristige Entwicklung bin ich hier
wirklich sehr sehr gespannt.
www.talismanmining.com.au
die sind von wirklich vielen, in direkter Umgebung,
absoluten Weltklasse Eisenvorkommen umgeben.
Weil ich mich irgendwie seit Anfang an
zu blass anstelle, um hier Graphiken reinzukopieren,
mal so:
"+1.866Mio t @58,5% FE
+1.114Mio t @58,1% FE
+1.868Mio t @59,5% FE
+644Mio t @61,3 % FE
+395Mio t @62,2% FE
+2.506Mio t @61% FE"
( www.talismanmining.com.au/pdf/080314_TLM_Presentation_IronMa… - S.5)
Also ich weiss nicht, ob's da -in diesem Sinne, "pospective"
Umgebung- einigermassen vergleichbares gibt,
sollte jedenfalls die Chancen nicht schmälern.
Erwischen/liegen die in einen dieser geologischen
Ausläufer/(Haupt)Trends, dann kann das noch sehr sehr nett werden.
Vom Eindruck her, fand ich es nur recht schade,
daß die Propertys nicht nochmal deutlichst größer sind,
dafür scheinen die meisten recht gute durchgehende
Mineralisierungen aufzuweisen +es sind auch nicht
wenige Propertys.
Wollte ich nur mal gesagt haben,
den Punkt fand ich wahnsinnig beeindrucken,
also als "hoffnungsvoller Junior" gefallen die mir
jedenfalls spitzenmässig gut.
Auf die längerfristige Entwicklung bin ich hier
wirklich sehr sehr gespannt.
www.talismanmining.com.au
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Gold Resources Increase to over 3 million oz
04/22/2008
Chaarat Gold Holdings Ltd
Gold Resources Increase to over 3 Million Ounces at its Chaarat Property
22nd April 2008: Chaarat Gold Holdings Ltd (AIM-CGH) (“Chaarat” or “the Company”) is pleased to announce a significant increase in the estimated gold resources at its 100% owned Chaaratdeposit in Kyrgyzstan to 3.134 million ounces, based on results from the 2007 exploration season. During the exploration programme in the past year, 53 diamond drill holes (10,673 metres) were drilled into the wide mineralised zones in 11 project areas, over a six kilometre strike length. The resource estimate was undertaken to JORC compliant standards by Behre Dolbear, an internationally recognised consulting group, who are independent of Chaarat.
Highlights
· The indicated and inferred resource has increased by 68.52% from 1.861 million ounces in 2006 to 3.134 million ounces in 2007.
· The average grade of the resources has increased from 4.13 g/t Au to 4.41 g/t Au
· 2.2 million ounces at 4.45g/t Au are in the Indicated resource category and 0.95 million ounces at 4.32 g/t are in the Inferred resource category.
· The C5300 project area, where much of the recent drilling has been focused, contains an estimated resource of 912,000 ounces at 4.44 g/t Au over intersected widths up to 24 metres, a strike length of 630 metres and a drilled depth of 396 metres.
Table 1: Summary of Estimated Resources at Chaarat (at 15th April 2008)
Indicated Resources Inferred Resources Total Resources
Zone Sub-zone Tonnage (kt) Grade (g/t Au) Contain-ed Gold (koz) Tonnage (kt) Grade (g/t Au) Contained Gold (koz) Tonnage (kt) Grade (g/t Au) Contain-ed Gold (koz)
Main Zone M2400 2,514 4.29 347 866 2.98 83 3,380 3.96 430
M3000 3,591 4.36 503 408 4.36 57 3,999 4.36 560
M3400 1,096 4.71 166 1,096 4.71 166
M3900 1,192 4.06 156 71 3.44 8 1,264 4.03 164
M4400 274 4.26 38 26 3.15 3 301 4.17 40
M5000 195 7.58 48 156 8.48 42 350 7.98 90
M6000 679 4.68 102 140 3.37 15 820 4.46 117
Main Zone total 8,446 4.39 1,193 2,762 4.22 374 11,208 4.35 1,567
Contact Zone C4000 587 4 76 241 4.08 32 829 4.02 107
C4600 1,090 4.52 158 486 4.55 71 1,576 4.53 230
C5300 3,609 4.54 527 2,775 4.32 385 6,384 4.44 912
Contact Zone total 5,286 4.48 761 3,503 4.33 488 8,788 4.42 1,248
Tulkubash Zone T0700 1,642 4.7 248 473 4.66 71 2,115 4.69 319
Totals 15,374 4.45 2,202 6,738 4.31 933 22,111 4.41 3,134
Dekel Golan CEO comments; “We are delighted with the results of the latest resource estimate on the wide mineralised zones at Chaarat. We are particularly pleased that the past year’s drilling has increased the gold resource by over one million ounces and that the grade of the resource has also increased. The potential of the resource will be enhanced further when the silver and antimony values, associated with the gold mineralisation, are taken into account. The drilling of down dip and strike extensions during this year will aim to increase these resources towards our initial target of delineating a resource of four million ounces.”
This resource estimate is compiled from all diamond drill holes completed on 11 project areas at Chaarat to date and includes the resources documented in the Competent Persons Report (“CPR”) of September 2007 for the 2006 drilling season, as well as the 2007 drilling results received subsequent to the calculation of that resource estimate, together with the samples taken from the adit. These later drilling results have all been published in press releases between January and April 2008, after the usual delays in receipt and processing of assay results.
A total of 115 drill holes were included in the resource estimate and were drilled on the three sub parallel zones of mineralisation at Chaarat, the Main, the Contact and the Tulkubash Zones, which are characterized by mineralisation, up to 24 metres wide and dipping at 55 to 70 degrees to the north west.
The deepest drill intersection on the C5300 Project Area is 429 metres and on the M3000 Project Area the deepest intersection is 296 metres. On the other nine project areas included in the resource estimate, resource drilling is limited to depths of between 115 to 230 metres.
On all project areas, the mineralisation remains open down dip and on most project areas it is open along strike. Underground drilling continues from the adit on the C5300 Project Area and the 2008 drilling programme will employ 6 surface drill rigs with the aim of increasing this resource in the coming year. Simultaneously, a scoping study is nearing completion in which bulk mining methods, both open pit and underground, are being considered for the mining of the wide mineralised zones.
QA/QC PROCEDURES;
Methodology
The estimated resources for the Main, Contact, Normat and Karator mineralised zones at the Chaarat gold deposit in Kyrgyzstan were re-calculated by Behre Dolbear in March-April 2008, using industry standard geological modelling and resource estimation software.
The estimation took into account all the available exploration data from all the previous (2004, 2005, 2006, 2007) exploration and drilling campaigns, including:- drillholes, dozer-cuts, trenches and underground sampling.
The data was used to develop new, three-dimensional, geological wireframe models for each mineralised zone using a cutoff grade of 2 g/t Au. Once the 3D-geological solids were built, the assay values were composited through the solids using a technique of variable length with a minimum intersection interval of 2m, which was considered appropriate for the variography of the deposit.
In the previous (2007) estimation, the Main zone was subdivided into three sub-zones identified as M3000, M3400 and M3900; and the Contact zone was also divided into three sub-zones identified as C4000, C4600 and C5300 respectively, which were all considered to be statistically separate for resource estimation purposes.
The recent infill-drilling has demonstrated the depth and width continuity of the geological boundaries of the Main and Contact zones and has resulted in a significant (50%) increase in the volume of the mineralisation compared with the previous resource estimates. It also showed that the sub-zones are geostatistically similar in their variography, so the Main and Contact zones could be considered as single domains and therefore the same estimation parameters could be applied to each of the sub-zones. However, Zone T0700 (previously the Normat zone), as well as the Karator zone, were estimated separately.
The Ordinary Kriging (OK) geostatistical method was used for the estimation of the Main and Contact zones. The Squared Inverse Distance (ID2) method was used for the T0700 (Normat) zone and the Karator zone was estimated manually using the polygonal method. The size of the blocks were 10m x 5m x 10m and the top elevation was 2900masl and the bottom elevation was 2100masl. Indicated resources were projected a maximum of 50m from the nearest ore-grade intersection. The minor amounts (<5%) of near surface oxidised ore were not differentiated.
Competent Person
Dr. Richard James Fletcher is qualified to act as a “competent person” as defined in the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’ and accepts responsibility for the information on Exploration Results and Mineral Resources in this report. Behre Dolbear affirms that Mr Fletcher:-
• has more than 10 years experience in the former Soviet Union region,
• is a Fellow of the Australasian Institute of Mining and Metallurgy,
• has more than 40 years experience in the estimation, assessment and evaluation of mineral resources and ore reserves that is relevant to the styles of mineralisation and the types of deposits under consideration.
About the Chaarat Gold Project
The Chaarat project is situated within the Middle Tien Shan Mountains of Kyrgyzstan which form part of the Tien Shan gold belt. The Company’s exploration programme is aimed at increasing the confidence levels in the resource through infill drilling and increasing the resource to four million ounces, through down-dip and along-strike extension drilling. In addition, the company intends to explore the remaining gold occurrences outside of those currently drilled in the central six kilometres of the 28 kilometres of strike length within the Chaarat Licence Area.
About Chaarat Gold Holdings
Chaarat is an exploration company founded for the purpose of developing the Chaarat License Area. Chaarat
was admitted to AIM on 8 November 2007. The Company has 71.9 million shares issued (78.4 fully diluted).
Enquiries:
Chaarat Gold Holdings Ltd Tel: +44 (0) 20 7499 2612
Dekel Golan - Dekel@chaarat.com
Terry Cross - terry@caserve.co.uk
Canaccord Adams Limited Tel: +44 (0) 20 7050 6500
Mike Jones
Robin Birchall"
"Gold Resources Increase to over 3 million oz
04/22/2008
Chaarat Gold Holdings Ltd
Gold Resources Increase to over 3 Million Ounces at its Chaarat Property
22nd April 2008: Chaarat Gold Holdings Ltd (AIM-CGH) (“Chaarat” or “the Company”) is pleased to announce a significant increase in the estimated gold resources at its 100% owned Chaaratdeposit in Kyrgyzstan to 3.134 million ounces, based on results from the 2007 exploration season. During the exploration programme in the past year, 53 diamond drill holes (10,673 metres) were drilled into the wide mineralised zones in 11 project areas, over a six kilometre strike length. The resource estimate was undertaken to JORC compliant standards by Behre Dolbear, an internationally recognised consulting group, who are independent of Chaarat.
Highlights
· The indicated and inferred resource has increased by 68.52% from 1.861 million ounces in 2006 to 3.134 million ounces in 2007.
· The average grade of the resources has increased from 4.13 g/t Au to 4.41 g/t Au
· 2.2 million ounces at 4.45g/t Au are in the Indicated resource category and 0.95 million ounces at 4.32 g/t are in the Inferred resource category.
· The C5300 project area, where much of the recent drilling has been focused, contains an estimated resource of 912,000 ounces at 4.44 g/t Au over intersected widths up to 24 metres, a strike length of 630 metres and a drilled depth of 396 metres.
Table 1: Summary of Estimated Resources at Chaarat (at 15th April 2008)
Indicated Resources Inferred Resources Total Resources
Zone Sub-zone Tonnage (kt) Grade (g/t Au) Contain-ed Gold (koz) Tonnage (kt) Grade (g/t Au) Contained Gold (koz) Tonnage (kt) Grade (g/t Au) Contain-ed Gold (koz)
Main Zone M2400 2,514 4.29 347 866 2.98 83 3,380 3.96 430
M3000 3,591 4.36 503 408 4.36 57 3,999 4.36 560
M3400 1,096 4.71 166 1,096 4.71 166
M3900 1,192 4.06 156 71 3.44 8 1,264 4.03 164
M4400 274 4.26 38 26 3.15 3 301 4.17 40
M5000 195 7.58 48 156 8.48 42 350 7.98 90
M6000 679 4.68 102 140 3.37 15 820 4.46 117
Main Zone total 8,446 4.39 1,193 2,762 4.22 374 11,208 4.35 1,567
Contact Zone C4000 587 4 76 241 4.08 32 829 4.02 107
C4600 1,090 4.52 158 486 4.55 71 1,576 4.53 230
C5300 3,609 4.54 527 2,775 4.32 385 6,384 4.44 912
Contact Zone total 5,286 4.48 761 3,503 4.33 488 8,788 4.42 1,248
Tulkubash Zone T0700 1,642 4.7 248 473 4.66 71 2,115 4.69 319
Totals 15,374 4.45 2,202 6,738 4.31 933 22,111 4.41 3,134
Dekel Golan CEO comments; “We are delighted with the results of the latest resource estimate on the wide mineralised zones at Chaarat. We are particularly pleased that the past year’s drilling has increased the gold resource by over one million ounces and that the grade of the resource has also increased. The potential of the resource will be enhanced further when the silver and antimony values, associated with the gold mineralisation, are taken into account. The drilling of down dip and strike extensions during this year will aim to increase these resources towards our initial target of delineating a resource of four million ounces.”
This resource estimate is compiled from all diamond drill holes completed on 11 project areas at Chaarat to date and includes the resources documented in the Competent Persons Report (“CPR”) of September 2007 for the 2006 drilling season, as well as the 2007 drilling results received subsequent to the calculation of that resource estimate, together with the samples taken from the adit. These later drilling results have all been published in press releases between January and April 2008, after the usual delays in receipt and processing of assay results.
A total of 115 drill holes were included in the resource estimate and were drilled on the three sub parallel zones of mineralisation at Chaarat, the Main, the Contact and the Tulkubash Zones, which are characterized by mineralisation, up to 24 metres wide and dipping at 55 to 70 degrees to the north west.
The deepest drill intersection on the C5300 Project Area is 429 metres and on the M3000 Project Area the deepest intersection is 296 metres. On the other nine project areas included in the resource estimate, resource drilling is limited to depths of between 115 to 230 metres.
On all project areas, the mineralisation remains open down dip and on most project areas it is open along strike. Underground drilling continues from the adit on the C5300 Project Area and the 2008 drilling programme will employ 6 surface drill rigs with the aim of increasing this resource in the coming year. Simultaneously, a scoping study is nearing completion in which bulk mining methods, both open pit and underground, are being considered for the mining of the wide mineralised zones.
QA/QC PROCEDURES;
Methodology
The estimated resources for the Main, Contact, Normat and Karator mineralised zones at the Chaarat gold deposit in Kyrgyzstan were re-calculated by Behre Dolbear in March-April 2008, using industry standard geological modelling and resource estimation software.
The estimation took into account all the available exploration data from all the previous (2004, 2005, 2006, 2007) exploration and drilling campaigns, including:- drillholes, dozer-cuts, trenches and underground sampling.
The data was used to develop new, three-dimensional, geological wireframe models for each mineralised zone using a cutoff grade of 2 g/t Au. Once the 3D-geological solids were built, the assay values were composited through the solids using a technique of variable length with a minimum intersection interval of 2m, which was considered appropriate for the variography of the deposit.
In the previous (2007) estimation, the Main zone was subdivided into three sub-zones identified as M3000, M3400 and M3900; and the Contact zone was also divided into three sub-zones identified as C4000, C4600 and C5300 respectively, which were all considered to be statistically separate for resource estimation purposes.
The recent infill-drilling has demonstrated the depth and width continuity of the geological boundaries of the Main and Contact zones and has resulted in a significant (50%) increase in the volume of the mineralisation compared with the previous resource estimates. It also showed that the sub-zones are geostatistically similar in their variography, so the Main and Contact zones could be considered as single domains and therefore the same estimation parameters could be applied to each of the sub-zones. However, Zone T0700 (previously the Normat zone), as well as the Karator zone, were estimated separately.
The Ordinary Kriging (OK) geostatistical method was used for the estimation of the Main and Contact zones. The Squared Inverse Distance (ID2) method was used for the T0700 (Normat) zone and the Karator zone was estimated manually using the polygonal method. The size of the blocks were 10m x 5m x 10m and the top elevation was 2900masl and the bottom elevation was 2100masl. Indicated resources were projected a maximum of 50m from the nearest ore-grade intersection. The minor amounts (<5%) of near surface oxidised ore were not differentiated.
Competent Person
Dr. Richard James Fletcher is qualified to act as a “competent person” as defined in the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’ and accepts responsibility for the information on Exploration Results and Mineral Resources in this report. Behre Dolbear affirms that Mr Fletcher:-
• has more than 10 years experience in the former Soviet Union region,
• is a Fellow of the Australasian Institute of Mining and Metallurgy,
• has more than 40 years experience in the estimation, assessment and evaluation of mineral resources and ore reserves that is relevant to the styles of mineralisation and the types of deposits under consideration.
About the Chaarat Gold Project
The Chaarat project is situated within the Middle Tien Shan Mountains of Kyrgyzstan which form part of the Tien Shan gold belt. The Company’s exploration programme is aimed at increasing the confidence levels in the resource through infill drilling and increasing the resource to four million ounces, through down-dip and along-strike extension drilling. In addition, the company intends to explore the remaining gold occurrences outside of those currently drilled in the central six kilometres of the 28 kilometres of strike length within the Chaarat Licence Area.
About Chaarat Gold Holdings
Chaarat is an exploration company founded for the purpose of developing the Chaarat License Area. Chaarat
was admitted to AIM on 8 November 2007. The Company has 71.9 million shares issued (78.4 fully diluted).
Enquiries:
Chaarat Gold Holdings Ltd Tel: +44 (0) 20 7499 2612
Dekel Golan - Dekel@chaarat.com
Terry Cross - terry@caserve.co.uk
Canaccord Adams Limited Tel: +44 (0) 20 7050 6500
Mike Jones
Robin Birchall"
Antwort auf Beitrag Nr.: 33.957.825 von Popeye82 am 23.04.08 23:09:19Aus einer PDF Datei kann man Bilder nicht direkt hier
reinstellen. Du musst die Bilder per Screenshot ausschneiden,
bearbeiten, auf einen Server laden und hierher verlinken.
reinstellen. Du musst die Bilder per Screenshot ausschneiden,
bearbeiten, auf einen Server laden und hierher verlinken.
"Roy Pitchford heads into Sierra Leone
Julie Bain
Posted: Wed, 23 Apr 2008
[miningmx.com] -- SERIAL mining entrepreneur Roy Pitchford has now turned his attention to Sierra Leone through African Minerals – the AIM-listed exploration company of which he is CEO.
"Our major emphasis is on the Tonkolili iron ore project. We have a huge potential resource here that we need to prove up as fast as we can. We have put together a very large exploration programme with nine drill rigs," said Pitchford.
Pitchford has seen two of the platinum companies he previously headed, Zimplats and Afplats, bought by Impala Platinum. If Tonkolili lives up to expectations it may be another project that could attract the attention of major mining companies or steel producers.
He commented, "One has to anticipate that one of the major producers or consumers would express an interest in what we are doing, especially given that anything over 1bn tonnes of ore is classed as world class deposit.
“One has to expect somewhere in the piece we may receive an offer for the asset. At the end of day it is the shareholders who will decide and we would be obliged to take any serious offer that comes to shareholders."
African Minerals intends defining inferred and indicated resources over the next 12 months at Tonkolili where the prospect is 28kms long on strike and 500m to a kilometre wide.
A prefeasibility study will be carried out in parallel to be completed early next year after which a full feasibility study is planned.
"We have every reason to believe there is at least more than a billion tonnes of iron ore in the deposit," Pitchford added.
Sierra Leone, which emerged from a decade of civil war in 2002, is now encouraging investment by mining companies. Pitchford said mining companies started going back into the country to assess the mineral resources there from about 2003/2004.
Any iron ore produced would be destined for the European market using an existing railway facility running from the former Marampa iron ore mine.
Pitchford said African Minerals has extensive exploration ground around the former Marampa mine and there is a possibility of an extension to the Marampa ore body which African Minerals could mine.
It would be smaller than any Tonkolili operation but has access to the railway which runs to the deep water Pepel Port near Freetown.
"In the first instance we have the reliability of the port and rail line as far as Marampa and could then build an extension from Marampa to Tonkolili to take the iron ore from there to Pepel for export to Europe," said Pitchford.
African Minerals has five active projects in Sierra Leone including Tonkolili. The company is also carrying out exploration work on diamonds, nickel and gold and has a very early stage uranium project called Lovetta.
At Gori Hills and Nimini Hills the company is developing possible nickel projects. Work at Gori Hill is more advanced and Pitchford said it may yield a "world class" nickel and cobalt project. He said after the iron ore project, nickel was the company's other major focus.
"We are drilling at the moment and we have been very encouraged with results so far," said Pitchford.
To date, African Minerals has sold 30,000 carats of diamonds from its bulk sampling operations at a number of kimberlite targets in Sierra Leone but diamonds are not a particular focus at present.
The company has carried out an aeromagnetic survey over the whole country which, in addition to the other prospects, has defined what Pitchford described as an "intriguing gold anomaly".
He questioned whether gold and base metals would sit nicely in African Minerals' portfolio but the company has done some early stage exploration with "encouraging results" at the gold project which is called Laminaia Hills.
"In six to nine months we will have defined the target area and planned the drilling programme that would take us to an inferred resource," said Pitchford.
Outside Africa, African Minerals this month bought Canadian exploration company White River which has a potential nickel deposit in the Yukon.
"We think we secured it at a reasonable price. The company comes with a full administrative and technical team. It will add to the group's senior management," said Pitchford.
African Minerals will pay for White River through the issue of 2m new shares."
Meiner Erinnerung nach war bei deren Eisenpotenzial von
einer Spanne zwischen etwa 1-2Mrd. t die Rede.
Julie Bain
Posted: Wed, 23 Apr 2008
[miningmx.com] -- SERIAL mining entrepreneur Roy Pitchford has now turned his attention to Sierra Leone through African Minerals – the AIM-listed exploration company of which he is CEO.
"Our major emphasis is on the Tonkolili iron ore project. We have a huge potential resource here that we need to prove up as fast as we can. We have put together a very large exploration programme with nine drill rigs," said Pitchford.
Pitchford has seen two of the platinum companies he previously headed, Zimplats and Afplats, bought by Impala Platinum. If Tonkolili lives up to expectations it may be another project that could attract the attention of major mining companies or steel producers.
He commented, "One has to anticipate that one of the major producers or consumers would express an interest in what we are doing, especially given that anything over 1bn tonnes of ore is classed as world class deposit.
“One has to expect somewhere in the piece we may receive an offer for the asset. At the end of day it is the shareholders who will decide and we would be obliged to take any serious offer that comes to shareholders."
African Minerals intends defining inferred and indicated resources over the next 12 months at Tonkolili where the prospect is 28kms long on strike and 500m to a kilometre wide.
A prefeasibility study will be carried out in parallel to be completed early next year after which a full feasibility study is planned.
"We have every reason to believe there is at least more than a billion tonnes of iron ore in the deposit," Pitchford added.
Sierra Leone, which emerged from a decade of civil war in 2002, is now encouraging investment by mining companies. Pitchford said mining companies started going back into the country to assess the mineral resources there from about 2003/2004.
Any iron ore produced would be destined for the European market using an existing railway facility running from the former Marampa iron ore mine.
Pitchford said African Minerals has extensive exploration ground around the former Marampa mine and there is a possibility of an extension to the Marampa ore body which African Minerals could mine.
It would be smaller than any Tonkolili operation but has access to the railway which runs to the deep water Pepel Port near Freetown.
"In the first instance we have the reliability of the port and rail line as far as Marampa and could then build an extension from Marampa to Tonkolili to take the iron ore from there to Pepel for export to Europe," said Pitchford.
African Minerals has five active projects in Sierra Leone including Tonkolili. The company is also carrying out exploration work on diamonds, nickel and gold and has a very early stage uranium project called Lovetta.
At Gori Hills and Nimini Hills the company is developing possible nickel projects. Work at Gori Hill is more advanced and Pitchford said it may yield a "world class" nickel and cobalt project. He said after the iron ore project, nickel was the company's other major focus.
"We are drilling at the moment and we have been very encouraged with results so far," said Pitchford.
To date, African Minerals has sold 30,000 carats of diamonds from its bulk sampling operations at a number of kimberlite targets in Sierra Leone but diamonds are not a particular focus at present.
The company has carried out an aeromagnetic survey over the whole country which, in addition to the other prospects, has defined what Pitchford described as an "intriguing gold anomaly".
He questioned whether gold and base metals would sit nicely in African Minerals' portfolio but the company has done some early stage exploration with "encouraging results" at the gold project which is called Laminaia Hills.
"In six to nine months we will have defined the target area and planned the drilling programme that would take us to an inferred resource," said Pitchford.
Outside Africa, African Minerals this month bought Canadian exploration company White River which has a potential nickel deposit in the Yukon.
"We think we secured it at a reasonable price. The company comes with a full administrative and technical team. It will add to the group's senior management," said Pitchford.
African Minerals will pay for White River through the issue of 2m new shares."
Meiner Erinnerung nach war bei deren Eisenpotenzial von
einer Spanne zwischen etwa 1-2Mrd. t die Rede.
Antwort auf Beitrag Nr.: 33.959.975 von Peratron am 24.04.08 10:27:49
Vielen Dank!!
Super, damit lässt sich dann einiges
sehr viel besser angehen/gestalten.
Vielen Dank!!
Super, damit lässt sich dann einiges
sehr viel besser angehen/gestalten.
"Frances Creek upgrade to boost capacity: Territory
Wednesday, 23 April 2008
Colin Jacoby
TERRITORY Resources says a significant upgrade to its Frances Creek crushing and processing facility next month will see the company reach its target of 3 million tonnes a year from the Northern Territory operation by June 2009."
Wednesday, 23 April 2008
Colin Jacoby
TERRITORY Resources says a significant upgrade to its Frances Creek crushing and processing facility next month will see the company reach its target of 3 million tonnes a year from the Northern Territory operation by June 2009."
"Environmental appeal dismissed: Pluton
Thursday, 24 April 2008
Kate Haycock
IRON ore hopeful Pluton Resources says an appeal against an environmental assessment over its Irvine Island exploration project has been dismissed by the Western Australian Minister for the Environment."
Thursday, 24 April 2008
Kate Haycock
IRON ore hopeful Pluton Resources says an appeal against an environmental assessment over its Irvine Island exploration project has been dismissed by the Western Australian Minister for the Environment."
"Warwick up on drilling success
Thursday, 24 April 2008
Lorna Seatter
SHARES in iron hopeful Warwick Resources gained 7c or 17.5c to 47c in late morning trade on wide, shallow, high-grade intersections at its wholly-owned Jimblebar Range project, near Newman in Western Australia’s Pilbara."
und die Ergebnisse sahen wie folgt aus...
www.warwickresources.com.au/images/warwick-23--aizoh.pdf
"
Intervall...........Grade.FE
14m..................58,16%
16m..................59,66%
2m...................56,97%
26m..................57,42%
60m..................60,54%
20m..................59,02%
8m...................56,42%
2m...................56,23%
2m...................55,31%
2m...................55,32%
44m..................61,31%
2m...................56,64%
2m...................57,44%
58m..................60,61%
2m...................55,65%
2m...................55,33%
36m..................61,26%
2m...................56,95%
2m...................56,00%
2m...................56,43%
18m..................61,40%
14m..................57,65%"
Meinem ersten Eindruck nach sieht das Zielgebiet(s.S.2)
nicht allzu groß aus(nur auf das Projekt der akt. Ergebnisse bezogen) -dafür die Ergebnis ziemlich gut.
(kann mich irren -mein Eindruck)
www.warwickresources.com.au[/url
Thursday, 24 April 2008
Lorna Seatter
SHARES in iron hopeful Warwick Resources gained 7c or 17.5c to 47c in late morning trade on wide, shallow, high-grade intersections at its wholly-owned Jimblebar Range project, near Newman in Western Australia’s Pilbara."
und die Ergebnisse sahen wie folgt aus...
www.warwickresources.com.au/images/warwick-23--aizoh.pdf
"
Intervall...........Grade.FE
14m..................58,16%
16m..................59,66%
2m...................56,97%
26m..................57,42%
60m..................60,54%
20m..................59,02%
8m...................56,42%
2m...................56,23%
2m...................55,31%
2m...................55,32%
44m..................61,31%
2m...................56,64%
2m...................57,44%
58m..................60,61%
2m...................55,65%
2m...................55,33%
36m..................61,26%
2m...................56,95%
2m...................56,00%
2m...................56,43%
18m..................61,40%
14m..................57,65%"
Meinem ersten Eindruck nach sieht das Zielgebiet(s.S.2)
nicht allzu groß aus(nur auf das Projekt der akt. Ergebnisse bezogen) -dafür die Ergebnis ziemlich gut.
(kann mich irren -mein Eindruck)
www.warwickresources.com.au[/url
Zu Zambia nochmal etwas ausführlicher.
Also eine wahrscheinlich sich abzeichnende komplette
politische Kehrtwende.
Scheint mir ein richtig spannendes Thema/Ansatz,
mögliche Profiteure werden unten Einige aufgeführt...
"RECANTING ON URANIUM MINING FEARS
Zambia to start licensing uranium mining
Zambia has become part of a larger wave of uranium exploration and mining activity across mineral-rich southern Africa, raising hopes of new jobs for its people and tax revenue from its uranium resource.
Author: Rodrick Mukumbira
Posted: Wednesday , 23 Apr 2008
WINDHOEK -
The uranium mining sector's new-kid-on-the-block, Zambia, will begin issuing yellowcake-mining licenses effective from June following a move this week by the United Nations' International Atomic Energy Agency (IAEA), which approved its legal framework guiding activities surrounding the extraction of the metal.
The country's government also hopes that, by promoting the uranium mining sector, it will be able to diversify its economy away from the traditional copper and cobalt mining.
"Much of the work has been done and the United Nations (agency) in charge of uranium regulations has had a look at our regulations and our programme," Minister of Mines and Minerals Development Kalombo Mwansa is quoted as saying by independent daily The Post of Zambia.
Mwansa said the guidelines also included storage and transportation of uranium and other radioactive minerals, and hoped that the country could begin producing and exporting uranium by 2009.
Zambia has so far not awarded any licenses for the mining of uranium, a mineral that Mwansa once described as being dangerous, and most companies that have reported a find are mainly operating on exploration licences.
"We are now just finalising and making them [the regulations] part of the law. That should be done by end of June," Mwansa is quoted as saying.
While the country has rich copper and cobalt deposits in its northwestern parts, uranium has been found to occur mainly in the impoverished south. The government hopes that uranium mines could create more jobs and boost the economy in areas better known for their agricultural production.
Resurgent global interest in nuclear power is turning Zambia into a hotbed of uranium exploration. Uranium prospecting and exploration is being performed by AIM Resources Ltd., Albidon Ltd., Energy Ventures Ltd., Equinox Minerals Ltd., Omegacorp Ltd., Zambezi Resources Ltd., African Energy Resources Ltd., Aldershot Resources Ltd., Lithic Metals and Energy Ltd., African Eagle Resources PLC, Kiwara Resources Ltd. and Globe Uranium Ltd.
Canadian company Equinox Minerals is finalising the Lumwana uranium feasibility study and plans to start uranium output in 2010. It hopes to begin stockpiling uranium bearing material next year. Its big Lumwana copper operation is said to host a probable uranium resource containing around 22 million pounds of uranium.
Ironically, Equinox originally abandoned plans to recover uranium as a by-product from its Lumwana open pit copper mine in 2003.
Australian outfit African Energy Resources and its partner in the Chirundu joint venture next to the border with Zimbabwe, Albidon Mining, have poured US$8 million into exploring the deposit discovering a commercial uranium reserve.
Omega Corporation has expressed interest in opening a US$60 million uranium mine in Siavonga in Zambia's Southern Province. According to managing director Matthew Yates, uranium deposits have so far been detected in Muntanga and Dibwii areas of Siavonga."
Also eine wahrscheinlich sich abzeichnende komplette
politische Kehrtwende.
Scheint mir ein richtig spannendes Thema/Ansatz,
mögliche Profiteure werden unten Einige aufgeführt...
"RECANTING ON URANIUM MINING FEARS
Zambia to start licensing uranium mining
Zambia has become part of a larger wave of uranium exploration and mining activity across mineral-rich southern Africa, raising hopes of new jobs for its people and tax revenue from its uranium resource.
Author: Rodrick Mukumbira
Posted: Wednesday , 23 Apr 2008
WINDHOEK -
The uranium mining sector's new-kid-on-the-block, Zambia, will begin issuing yellowcake-mining licenses effective from June following a move this week by the United Nations' International Atomic Energy Agency (IAEA), which approved its legal framework guiding activities surrounding the extraction of the metal.
The country's government also hopes that, by promoting the uranium mining sector, it will be able to diversify its economy away from the traditional copper and cobalt mining.
"Much of the work has been done and the United Nations (agency) in charge of uranium regulations has had a look at our regulations and our programme," Minister of Mines and Minerals Development Kalombo Mwansa is quoted as saying by independent daily The Post of Zambia.
Mwansa said the guidelines also included storage and transportation of uranium and other radioactive minerals, and hoped that the country could begin producing and exporting uranium by 2009.
Zambia has so far not awarded any licenses for the mining of uranium, a mineral that Mwansa once described as being dangerous, and most companies that have reported a find are mainly operating on exploration licences.
"We are now just finalising and making them [the regulations] part of the law. That should be done by end of June," Mwansa is quoted as saying.
While the country has rich copper and cobalt deposits in its northwestern parts, uranium has been found to occur mainly in the impoverished south. The government hopes that uranium mines could create more jobs and boost the economy in areas better known for their agricultural production.
Resurgent global interest in nuclear power is turning Zambia into a hotbed of uranium exploration. Uranium prospecting and exploration is being performed by AIM Resources Ltd., Albidon Ltd., Energy Ventures Ltd., Equinox Minerals Ltd., Omegacorp Ltd., Zambezi Resources Ltd., African Energy Resources Ltd., Aldershot Resources Ltd., Lithic Metals and Energy Ltd., African Eagle Resources PLC, Kiwara Resources Ltd. and Globe Uranium Ltd.
Canadian company Equinox Minerals is finalising the Lumwana uranium feasibility study and plans to start uranium output in 2010. It hopes to begin stockpiling uranium bearing material next year. Its big Lumwana copper operation is said to host a probable uranium resource containing around 22 million pounds of uranium.
Ironically, Equinox originally abandoned plans to recover uranium as a by-product from its Lumwana open pit copper mine in 2003.
Australian outfit African Energy Resources and its partner in the Chirundu joint venture next to the border with Zimbabwe, Albidon Mining, have poured US$8 million into exploring the deposit discovering a commercial uranium reserve.
Omega Corporation has expressed interest in opening a US$60 million uranium mine in Siavonga in Zambia's Southern Province. According to managing director Matthew Yates, uranium deposits have so far been detected in Muntanga and Dibwii areas of Siavonga."
www.aspo-usa.com/index.php?option=com_content&task=view&id=3…
"Peak Oil Review -- April 21st, 2008
Written by Tom Whipple
1. Production and Prices
2. China
3. Food vs. Fuel
4. Brazil's Giant Field
5. Energy Briefs
1. Production and Prices
It was another week of steadily rising oil prices with crude moving from a low of $109.74 a barrel on Monday to new high of over $117 a barrel by Friday. By now the reasons for the continued climb are familiar – stagnant production, shrinking exports, inceasing demand, a falling dollar, the flight to safety in commodites, declining US stockpiles, and, of all things, the perception of an improving US economy.
This week several new factors contributed to the increase. Reports that Russian oil production slipped during the first quarter for the first time in a decade, coupled with assertions by senior Russian oilmen that Moscow’s production is not going higher, was troublesome. Saudi King Abdullah’s statement that he had ordered some new oil discoveries left untapped to preserve oil wealth for future generations also has serious long term implications for oil importers. During the week the Saudis said that they had trimmed output to 9 million b/d from 9.2 million.
Once again the week’s US stocks report showed low refinery utilization, unexpectedly large drops in crude and gasoline inventories, and distillate stocks up only slightly. The rapid drop in gasoline stockpiles, although still about normal, already is starting to raise concerns about sufficient supplies for the summer driving season which starts in five weeks.
Electricity shortages which are spreading to numerous countries across the underdeveloped world continue to increase demand for diesel as the only readily available way to generate electricty.
Finally, natural gas prices climbed seven percent last week and are now up 41 percent so far this year. US stockpiles, which last November were a record 3.5 trillion cubic feet, are now down to a post-heating season 1.2 trillion. To match last November’s supply, inventories will have to increase by 77 billion cubic feet a week which is well above the usual 68 billion a week addition to stocks during the summer months. US natural gas prices are still too low to compete with world prices for attracting LNG cargos. Qatar said it is now sending LNG cargoes to China rather than the US and Europe because Beijing was willing to pay more. During the last two months, US LNG imports were less than a third of what they were last year. The temporary closure of the Independence Hub in the Gulf of Mexico to repair a leak may reduce the amount of natural gas available for storage by 30 billion cubic feet.
2. China
Beijing announced last week that, despite weakening exports and bad winter weather, GDP grew by a surprisingly strong 10.6 percent in the first quarter and industrial production was up 16.4 percent. An all-out but probably unsustainable effort to increase crude and natural gas production resulted in a 2.7 percent increase in crude and a 16 percent increase in natural gas during March. Coal output rose 18 percent to 211.3 million tons last month and electricity output increased 17 percent to 289.8 million megawatt-hours. The IEA now estimates that China’s oil consumption will rise 4.7 percent to 7.9 million barrels a day during 2008.
The pace of China’s diesel imports is bound to keep pressure on the world market. In March diesel imports rebounded to 3.6 million barrels, after dropping to 2.4 million during the February snows and holiday season. In January imports were a record 6.1 million barrels. Preliminary information for May suggests that China will import at least 4.4 million barrels during the month, in part to offset production losses due to a refinery fire in Guangdong province. Reports of diesel shortages at retail stations across China continue.
Prior to last fall, China imported relatively small quantities of diesel. This rapid increase in their demand for diesel, together with efforts to mitigate power shortages around the world with diesel generators, suggest that diesel prices will continue to climb for the foreseeable future.
3. Food vs. Fuel
Rapid price increases, the suspension of food exports and the onset of food riots across the world is moving the issue of converting food grains into fuel to the world’s center stage. Food shortages that are now engulfing the world are unlike any seen in recent decades in that they are not completely weather-related. World population is increasing by 78 million people each year; some 4 billion people are now so well off they can eat more grain-intensive meat; climate change is causing droughts and reducing irrigation water; and the movement to divert food into biofuels for motor vehicles continues. More stories about “how the rich are starving the world by making biofuels—dubbed “a crime against humanity”—are appearing in the world’s press.
Currently, the U.S., the EU, India, China, and Brazil all have programs underway to substantially increase their use of biofuels. Since 2000, the amount of corn used to make ethanol has increased nearly six-fold. By next year, according to the National Corn Growers Association, some 4 billion bushels of corn--about one-third of the expected U.S. crop -- will be used to make motor fuel. The problem is being compounded by the increasing cost of oil and natural gas, which is pushing up fertilizer, irrigation, and shipping costs.
Thus far, the reaction to this situation has been minimal. In Europe and China, government leaders are beginning to question whether biofuels make sense, and have asked for studies on the issue. In the U.S., there is as yet little discernable movement. Concerned groups continue to publish tracts calling for the elimination of biofuels production while the ethanol industry continues to deny vehemently that there is link between corn-based ethanol production and global food shortages. Last week the U.S. administration, whose energy policy is largely based on increasing ethanol production, also denied there is a link.
If history is any guide, Europe is likely to change biofuels policies before it happens in the U.S., where the notion of energy independence through growing food has become deeply entrenched. As the situation worsens, and U.S. food prices continue to rise, a consensus will develop that food-based ethanol was a bad idea. After serious political struggles, ethanol mandates and subsidies should gradually be eliminated. The only question is how much irreversible damage will be done before this happens.
4. Brazil's Giant Field
Last week started on an optimistic note when the head of Brazil’s National Petroleum Agency announced that the country’s off-shore Carioca oil prospect may hold 33 billion barrels – enough to supply every refinery in the U.S. for six years. Carioca was immediately touted as the biggest discovery in 30 years and the third biggest oil field ever discovered.
The next day a statement from Brazil’s national oil company Petrobras pointed out that there was really no new information about the size of the field other than what was released last September. While fifteen wells have been drilled into the formation that is called “pre-salt”, it will be some time before any definitive estimate concerning the size of the formation, which lies beneath 10,000 meters of ocean and seabed, can be made.
In the meantime, Brazil’s stock market regulators are investigating the man who released what he said was “informal information” from sources in Petrobras. Most observers believe there is considerable oil off the coast of Brazil, but that it will be many months if not years before the full extent of the discovery is determined. At any rate, extracting the first commercial flows of oil will be very expensive, won’t arrive for five or six years at the earliest, and will span many years.
5. Energy Briefs
(clips from recent Peak Oil News dailies are indicated by date and item #)
+ A new worldwide poll shows that most people believe oil is running out and that governments need to find another fuel. Americans are alone in thinking their leaders are out of touch with reality on this issue. On average, 70 percent of respondents in 15 countries and the Palestinian territories said they thought o peaked. (4/21, #4)
+ Reports of actual or potential electricity shortages continue to pour in from around the world. In addition to the ongoing rolling blackouts in South Africa and South Asia, we now have reports of problems in New Zealand, Panama, Nicaragua, Costa Rica, Viet Nam, the Marianas, Chile, Argentina, and Poland. In Pakistan this week many were injured during riots protesting the electricity shortage. There is increasing discussion of the economic damage these blackouts are causing and of diesel generators being installed to keep facilities operating. (4/15, #6)
+ The government of Ecuador is seeking to increase state control of oil under its new constitution. The government will seek temporary, six-month contracts with foreign oil companies with which it is currently renegotiating agreements. Following that, the current participation contracts would be changed into service contracts. Last year Ecuador increased its share of windfall profits to 99% from 50% under a presidential decree. (4/15, #15)
+ UK Chancellor Darling has demanded an urgent review of international biofuels programs as part of a plan to tackle the world's mounting food crisis. The Chancellor said he had asked the World Bank to produce an analysis - for June's G7 meeting of global leaders - of the impact of green policies, including American and European biofuel programs, on global food shortages. (4/14, #20)
+ Rice prices hit the $1,000-a-ton level for the first time last week as importers scrambled to secure supplies, exacerbating the tightness provoked by export restrictions by Vietnam, India, Egypt, China and Cambodia. The jump came as the Philippines, the largest rice importer, failed for the fourth time to secure as much rice as it wanted. Kazakhstan, one of the world’s biggest wheat exporters, halted foreign sales. A big food company in Japan said high corn prices had forced it to buy cheaper genetically-modified corn for the first time, breaking a social, though not legal, taboo and signaling that opposition to GM foods could weaken. (4/18, #18; 4/16, #2)
+ Kazakhstan will have Chinese help in developing oil and gas resources on the continental shelf of the Caspian Sea, according to a joint communiqué issued last week. The two governments also agreed that they would build a natural gas pipeline to be completed by the end of 2009 to eventually pump some 30 billion cubic meters a year to China from Central Asia. (4/15, #4)
+ Turkmenistan, Central Asia's top natural gas exporter, cut its gas production in the first quarter of 2008. Russia's Gazprom, currently the only buyer of Turkmen gas, agreed last year to pay $130 per thousand cubic meters (tcm) in the first half of 2008 and $160 per tcm in the second. In 2007 Gazprom bought Turkmen gas at $100 per tcm. (4/15, #5)
+ The US, the world's biggest nuclear power producer, will start between four and eight new reactors in 2016 to 2017. The exact number will depend on manufacturers' capacity, electricity prices and capital costs. (4/15, #14)
+ US crude oil imports from Venezuela fell 18.3 percent in February from January. The steep drop corresponds with Venezuela's Feb.12 decision to cut off oil sales to ExxonMobil Corp. March crude imports from Venezuela averaged 927,000 barrels a day, down 208,000 barrels a day from February, and 16.9 percent, or 188,000 barrels a day from a year earlier, according to the EIA data. (4/16, #6)
+ Venezuelan lawmakers gave final approval to a new tax on oil companies meant to grab a bigger share of the windfall oil revenue in times of high prices. Oil Minister Rafael Ramirez said the new tax should generate roughly $760 million a month, or more than $9 billion a year. The funds will go directly into the Fonden development fund, President Chavez's favorite spending fund.(4/16, # 8) Unlike the previous oil tax boosts, this latest move to tap more money from the oil sector will increase the tax burden on its own state oil company, hitting PDVSa harder than it will the private oil producers. (4/20, #7)
+ Poland and Ukraine stepped up plans to extend an oil pipeline that bypasses Russia, a move that could help diversify supplies and reduce Moscow's energy clout in the region. Last October, Poland, Ukraine, Azerbaijan, Georgia and Lithuania set up the "Sarmatia" consortium to build a new pipeline by 2011. (4/16, #16)
+ Baghdad and the Kurdish region government have reached a deal on an oil law, including a method for weighing the validity of the oil deals the Kurds have signed with foreign firms. US imports from Iraq averaged 780,000 b/d in February up 44 percent or 237,000 b/d over January. (4/17, #5, #6)
+ Kazakhstan is attempting to fine a Chevron-led oil project $307 million for environmental violations. The government is accusing the consortium of storing sulphur extracted from the crude in big outdoor piles. (4/18, #3)
+ BP said it will start up the giant Thunder Horse platform in the Gulf of Mexico by the end of 2008. Between 2007 and 2009, BP expects to bring on-stream more than 25 projects adding 650,000 barrels a day of new production. (4/18, #11)
+ Mexico's state oil firm hopes to turn a long-ignored oil basin into a major producer as the country's traditional fields run dry. This month Pemex is collecting drilling bids for the Chicontepec basin, according to Compranet, the government's procurement Web site. Experts say it will be a difficult task for Pemex to reach its production target of 100,000 barrels a day by the end of this year at the geologically challenging area. (4/20, #8)
Quote of the Week
'It would be a profound mistake if we get into a situation
where we are growing corn that is essential for feeding people
and converting it into fuel. That is not sustainable.'
—UK Chancellor Alistair Darling speaking
to a G-7 meeting in Washington-
Nette Betrachtung, ein paar recht interessante Hintergründe,
scheint eine recht interessante, informative Website,
werd ich mir mal vormerken.
www.aspo-usa.com
"Peak Oil Review -- April 21st, 2008
Written by Tom Whipple
1. Production and Prices
2. China
3. Food vs. Fuel
4. Brazil's Giant Field
5. Energy Briefs
1. Production and Prices
It was another week of steadily rising oil prices with crude moving from a low of $109.74 a barrel on Monday to new high of over $117 a barrel by Friday. By now the reasons for the continued climb are familiar – stagnant production, shrinking exports, inceasing demand, a falling dollar, the flight to safety in commodites, declining US stockpiles, and, of all things, the perception of an improving US economy.
This week several new factors contributed to the increase. Reports that Russian oil production slipped during the first quarter for the first time in a decade, coupled with assertions by senior Russian oilmen that Moscow’s production is not going higher, was troublesome. Saudi King Abdullah’s statement that he had ordered some new oil discoveries left untapped to preserve oil wealth for future generations also has serious long term implications for oil importers. During the week the Saudis said that they had trimmed output to 9 million b/d from 9.2 million.
Once again the week’s US stocks report showed low refinery utilization, unexpectedly large drops in crude and gasoline inventories, and distillate stocks up only slightly. The rapid drop in gasoline stockpiles, although still about normal, already is starting to raise concerns about sufficient supplies for the summer driving season which starts in five weeks.
Electricity shortages which are spreading to numerous countries across the underdeveloped world continue to increase demand for diesel as the only readily available way to generate electricty.
Finally, natural gas prices climbed seven percent last week and are now up 41 percent so far this year. US stockpiles, which last November were a record 3.5 trillion cubic feet, are now down to a post-heating season 1.2 trillion. To match last November’s supply, inventories will have to increase by 77 billion cubic feet a week which is well above the usual 68 billion a week addition to stocks during the summer months. US natural gas prices are still too low to compete with world prices for attracting LNG cargos. Qatar said it is now sending LNG cargoes to China rather than the US and Europe because Beijing was willing to pay more. During the last two months, US LNG imports were less than a third of what they were last year. The temporary closure of the Independence Hub in the Gulf of Mexico to repair a leak may reduce the amount of natural gas available for storage by 30 billion cubic feet.
2. China
Beijing announced last week that, despite weakening exports and bad winter weather, GDP grew by a surprisingly strong 10.6 percent in the first quarter and industrial production was up 16.4 percent. An all-out but probably unsustainable effort to increase crude and natural gas production resulted in a 2.7 percent increase in crude and a 16 percent increase in natural gas during March. Coal output rose 18 percent to 211.3 million tons last month and electricity output increased 17 percent to 289.8 million megawatt-hours. The IEA now estimates that China’s oil consumption will rise 4.7 percent to 7.9 million barrels a day during 2008.
The pace of China’s diesel imports is bound to keep pressure on the world market. In March diesel imports rebounded to 3.6 million barrels, after dropping to 2.4 million during the February snows and holiday season. In January imports were a record 6.1 million barrels. Preliminary information for May suggests that China will import at least 4.4 million barrels during the month, in part to offset production losses due to a refinery fire in Guangdong province. Reports of diesel shortages at retail stations across China continue.
Prior to last fall, China imported relatively small quantities of diesel. This rapid increase in their demand for diesel, together with efforts to mitigate power shortages around the world with diesel generators, suggest that diesel prices will continue to climb for the foreseeable future.
3. Food vs. Fuel
Rapid price increases, the suspension of food exports and the onset of food riots across the world is moving the issue of converting food grains into fuel to the world’s center stage. Food shortages that are now engulfing the world are unlike any seen in recent decades in that they are not completely weather-related. World population is increasing by 78 million people each year; some 4 billion people are now so well off they can eat more grain-intensive meat; climate change is causing droughts and reducing irrigation water; and the movement to divert food into biofuels for motor vehicles continues. More stories about “how the rich are starving the world by making biofuels—dubbed “a crime against humanity”—are appearing in the world’s press.
Currently, the U.S., the EU, India, China, and Brazil all have programs underway to substantially increase their use of biofuels. Since 2000, the amount of corn used to make ethanol has increased nearly six-fold. By next year, according to the National Corn Growers Association, some 4 billion bushels of corn--about one-third of the expected U.S. crop -- will be used to make motor fuel. The problem is being compounded by the increasing cost of oil and natural gas, which is pushing up fertilizer, irrigation, and shipping costs.
Thus far, the reaction to this situation has been minimal. In Europe and China, government leaders are beginning to question whether biofuels make sense, and have asked for studies on the issue. In the U.S., there is as yet little discernable movement. Concerned groups continue to publish tracts calling for the elimination of biofuels production while the ethanol industry continues to deny vehemently that there is link between corn-based ethanol production and global food shortages. Last week the U.S. administration, whose energy policy is largely based on increasing ethanol production, also denied there is a link.
If history is any guide, Europe is likely to change biofuels policies before it happens in the U.S., where the notion of energy independence through growing food has become deeply entrenched. As the situation worsens, and U.S. food prices continue to rise, a consensus will develop that food-based ethanol was a bad idea. After serious political struggles, ethanol mandates and subsidies should gradually be eliminated. The only question is how much irreversible damage will be done before this happens.
4. Brazil's Giant Field
Last week started on an optimistic note when the head of Brazil’s National Petroleum Agency announced that the country’s off-shore Carioca oil prospect may hold 33 billion barrels – enough to supply every refinery in the U.S. for six years. Carioca was immediately touted as the biggest discovery in 30 years and the third biggest oil field ever discovered.
The next day a statement from Brazil’s national oil company Petrobras pointed out that there was really no new information about the size of the field other than what was released last September. While fifteen wells have been drilled into the formation that is called “pre-salt”, it will be some time before any definitive estimate concerning the size of the formation, which lies beneath 10,000 meters of ocean and seabed, can be made.
In the meantime, Brazil’s stock market regulators are investigating the man who released what he said was “informal information” from sources in Petrobras. Most observers believe there is considerable oil off the coast of Brazil, but that it will be many months if not years before the full extent of the discovery is determined. At any rate, extracting the first commercial flows of oil will be very expensive, won’t arrive for five or six years at the earliest, and will span many years.
5. Energy Briefs
(clips from recent Peak Oil News dailies are indicated by date and item #)
+ A new worldwide poll shows that most people believe oil is running out and that governments need to find another fuel. Americans are alone in thinking their leaders are out of touch with reality on this issue. On average, 70 percent of respondents in 15 countries and the Palestinian territories said they thought o peaked. (4/21, #4)
+ Reports of actual or potential electricity shortages continue to pour in from around the world. In addition to the ongoing rolling blackouts in South Africa and South Asia, we now have reports of problems in New Zealand, Panama, Nicaragua, Costa Rica, Viet Nam, the Marianas, Chile, Argentina, and Poland. In Pakistan this week many were injured during riots protesting the electricity shortage. There is increasing discussion of the economic damage these blackouts are causing and of diesel generators being installed to keep facilities operating. (4/15, #6)
+ The government of Ecuador is seeking to increase state control of oil under its new constitution. The government will seek temporary, six-month contracts with foreign oil companies with which it is currently renegotiating agreements. Following that, the current participation contracts would be changed into service contracts. Last year Ecuador increased its share of windfall profits to 99% from 50% under a presidential decree. (4/15, #15)
+ UK Chancellor Darling has demanded an urgent review of international biofuels programs as part of a plan to tackle the world's mounting food crisis. The Chancellor said he had asked the World Bank to produce an analysis - for June's G7 meeting of global leaders - of the impact of green policies, including American and European biofuel programs, on global food shortages. (4/14, #20)
+ Rice prices hit the $1,000-a-ton level for the first time last week as importers scrambled to secure supplies, exacerbating the tightness provoked by export restrictions by Vietnam, India, Egypt, China and Cambodia. The jump came as the Philippines, the largest rice importer, failed for the fourth time to secure as much rice as it wanted. Kazakhstan, one of the world’s biggest wheat exporters, halted foreign sales. A big food company in Japan said high corn prices had forced it to buy cheaper genetically-modified corn for the first time, breaking a social, though not legal, taboo and signaling that opposition to GM foods could weaken. (4/18, #18; 4/16, #2)
+ Kazakhstan will have Chinese help in developing oil and gas resources on the continental shelf of the Caspian Sea, according to a joint communiqué issued last week. The two governments also agreed that they would build a natural gas pipeline to be completed by the end of 2009 to eventually pump some 30 billion cubic meters a year to China from Central Asia. (4/15, #4)
+ Turkmenistan, Central Asia's top natural gas exporter, cut its gas production in the first quarter of 2008. Russia's Gazprom, currently the only buyer of Turkmen gas, agreed last year to pay $130 per thousand cubic meters (tcm) in the first half of 2008 and $160 per tcm in the second. In 2007 Gazprom bought Turkmen gas at $100 per tcm. (4/15, #5)
+ The US, the world's biggest nuclear power producer, will start between four and eight new reactors in 2016 to 2017. The exact number will depend on manufacturers' capacity, electricity prices and capital costs. (4/15, #14)
+ US crude oil imports from Venezuela fell 18.3 percent in February from January. The steep drop corresponds with Venezuela's Feb.12 decision to cut off oil sales to ExxonMobil Corp. March crude imports from Venezuela averaged 927,000 barrels a day, down 208,000 barrels a day from February, and 16.9 percent, or 188,000 barrels a day from a year earlier, according to the EIA data. (4/16, #6)
+ Venezuelan lawmakers gave final approval to a new tax on oil companies meant to grab a bigger share of the windfall oil revenue in times of high prices. Oil Minister Rafael Ramirez said the new tax should generate roughly $760 million a month, or more than $9 billion a year. The funds will go directly into the Fonden development fund, President Chavez's favorite spending fund.(4/16, # 8) Unlike the previous oil tax boosts, this latest move to tap more money from the oil sector will increase the tax burden on its own state oil company, hitting PDVSa harder than it will the private oil producers. (4/20, #7)
+ Poland and Ukraine stepped up plans to extend an oil pipeline that bypasses Russia, a move that could help diversify supplies and reduce Moscow's energy clout in the region. Last October, Poland, Ukraine, Azerbaijan, Georgia and Lithuania set up the "Sarmatia" consortium to build a new pipeline by 2011. (4/16, #16)
+ Baghdad and the Kurdish region government have reached a deal on an oil law, including a method for weighing the validity of the oil deals the Kurds have signed with foreign firms. US imports from Iraq averaged 780,000 b/d in February up 44 percent or 237,000 b/d over January. (4/17, #5, #6)
+ Kazakhstan is attempting to fine a Chevron-led oil project $307 million for environmental violations. The government is accusing the consortium of storing sulphur extracted from the crude in big outdoor piles. (4/18, #3)
+ BP said it will start up the giant Thunder Horse platform in the Gulf of Mexico by the end of 2008. Between 2007 and 2009, BP expects to bring on-stream more than 25 projects adding 650,000 barrels a day of new production. (4/18, #11)
+ Mexico's state oil firm hopes to turn a long-ignored oil basin into a major producer as the country's traditional fields run dry. This month Pemex is collecting drilling bids for the Chicontepec basin, according to Compranet, the government's procurement Web site. Experts say it will be a difficult task for Pemex to reach its production target of 100,000 barrels a day by the end of this year at the geologically challenging area. (4/20, #8)
Quote of the Week
'It would be a profound mistake if we get into a situation
where we are growing corn that is essential for feeding people
and converting it into fuel. That is not sustainable.'
—UK Chancellor Alistair Darling speaking
to a G-7 meeting in Washington-
Nette Betrachtung, ein paar recht interessante Hintergründe,
scheint eine recht interessante, informative Website,
werd ich mir mal vormerken.
www.aspo-usa.com
Kurzfristig traue ich mir da eine Einschätzung nicht zu,
langfristig ist, m.A. nach, allerdings auch mit einem,
weiterhin, stark steigendem Ölpreis zu rechnen
(solange keine ernsthaften, massenkompatiblen Alternativen
gefunden werden!), die globalen Relationen sprechen da
einfach eine deutliche Sprache, wie hier auch mit:
"Im Zuge der laufenden Industrialisierungsprozesse in China und Indien..."(+aller weiteren Emerging Markets weltweit)
ganz schön ausgedrückt -was einfach mal der Punkt an sich ist
(+wohl oft noch deutlichst unterschätzt wird).
"Liebe Leserinnen, liebe Leser,
individuelle Fortbewegung wird hierzulande immer mehr zum Luxusgut. Immerhin müssen an den Zapfsäulen mittlerweile bereits fast 1,50 Euro für einen Liter bleifreies Superbenzin bezahlt werden (in einigen Regionen dürften die Preise sogar schon darüber liegen). Eine Senkung der Mineralölsteuer wird von unseren geschätzten Volksvertretern natürlich kategorisch ausgeschlossen. Somit setzen viele Autofahrer ihre Hoffnung auf einen baldigen Rückgang des Ölpreises. Doch hier ist wohl eher der Wunsch Vater des Gedankens. Denn bislang zeigt das "schwarze Gold" keinerlei Anzeichen für eine Schwäche. Ganz im Gegenteil: Der Widerstand bei knapp 110 US-Dollar wurde zuletzt scheinbar mühelos überwunden und die ersten Analysten stellen noch für dieses Jahr Notierungen im Bereich von 150 US-Dollar je Barrel in Aussicht.
Angst und Schrecken an den internationalen Energiemärkten verbreitet gegenwärtig insbesondere eine Nachricht, die in der vergangenen Woche aus Russland kam: Laut dem Vizechef des Ölkonzerns Lukoil wird das Land 2008 seine Erdöl-Produktion gegenüber dem Vorjahr zum ersten Mal im dritten Jahrtausend nicht steigern können. Insbesondere im ölreichen Westsibirien ist die Phase intensiven Wachstums der Förderung scheinbar vorbei. Einige Experten nennen die Region bereits in einem Atemzug mit der Nordsee oder Mexiko, wo der Output bereits seit längerem signifikant sinkt. Ganz so schlimm dürfte es zwar noch nicht sein. Eins jedoch ist klar: Die Illusion, dass das "Riesenreich" noch auf unbestimmte Zeit ein verlässlicher Energie-Lieferant als Alternative zu den unsicheren Produzentenländern in der arabischen Welt oder Mittel- und Südamerika ist, hat einen empfindlichen Dämpfer erhalten.
Aus diesem Umstand heraus erklärt es sich auch, dass die Meldung über einen Megafund vor der Küste Brasiliens vom Markt nahezu vollständig ignoriert wurde. Schätzungen zufolge könnte es sich bei dem neu entdeckten Feld mit einem Gesamtvorkommen von voraussichtlich 33 Milliarden Barrel um das drittgrößte weltweit handeln. Dies ist bereits der dritte Großfund innerhalb von zwei Jahren. Das "Land am Zuckerhut" hat damit gute Chancen, mittelfristig zu einer bedeutenden Öl-Exportnation aufzusteigen.
Doch selbst wenn es dazu kommt, kann an der "Ölpreis-Front" nicht mit einer nachhaltigen Entspannung gerechnet werden. Ein neuer "Big Player" wird allein die rückläufigen Fördermengen in den etablierten Öl-Nationen mit an Sicherheit grenzender Wahrscheinlichkeit nicht kompensieren können, zumal der Verbrauch in den kommenden Jahren kontinuierlich steigen dürfte. Im Zuge der laufenden Industrialisierungsprozesse in China und Indien wird die Zahl der zugelassenen Autos massiv in die Höhe schnellen. So lange die Menschheit keinen adäquaten Ersatz für Diesel und Benzin findet, muss davon ausgegangen werden, dass sich die Angebot/Nachfrage-Lage weiter verschärft.
Auf längere Sicht sind steigende Notierungen beim "Schmierstoff der Weltwirtschaft" somit vorprogrammiert. Aber auch kurzfristig sollte der Ölpreis anziehen können. Hierfür sprechen zum einen charttechnische Gesichtspunkte (neues Hoch erreicht) genauso wie die Saisonalität. In Kürze beginnt in den USA die "Driving Season", die dann beinahe nahtlos von der "Hurrikan-Saison" abgelöst wird. Mutige Investoren sollten daher ernsthaft überlegen, sich eine Position Turbo-Long-Zertifikate der BNP Paribas auf Brent-Öl (WKN BN1VA1) ins Depot zu legen. Mit einem Hebel von knapp sechs ist das Produkt eher offensiv, bietet aber im direkten Vergleich mit vier Euro-Cents einen sehr günstigen Spread. Stopp-Kurse bieten sich bei einem Rückfall unter das März-Hoch bei 108 US-Dollar (107 US-Dollar) an, was im Schein etwa einem Kurs von 7,80 Euro entspricht. Sollte der Ölpreis im laufenden Jahr tatsächlich bis auf 150 US-Dollar steigen, brauchen sich die Käufer dieses Produkts bis auf weiteres sicherlich keine Sorgen mehr um ihre Tank-Rechnung zu machen.
Weiterhin erfolgreiche Rohstoff-Investments wünscht Ihnen
Ihre
Rohstoff-Express-Redaktion"
langfristig ist, m.A. nach, allerdings auch mit einem,
weiterhin, stark steigendem Ölpreis zu rechnen
(solange keine ernsthaften, massenkompatiblen Alternativen
gefunden werden!), die globalen Relationen sprechen da
einfach eine deutliche Sprache, wie hier auch mit:
"Im Zuge der laufenden Industrialisierungsprozesse in China und Indien..."(+aller weiteren Emerging Markets weltweit)
ganz schön ausgedrückt -was einfach mal der Punkt an sich ist
(+wohl oft noch deutlichst unterschätzt wird).
"Liebe Leserinnen, liebe Leser,
individuelle Fortbewegung wird hierzulande immer mehr zum Luxusgut. Immerhin müssen an den Zapfsäulen mittlerweile bereits fast 1,50 Euro für einen Liter bleifreies Superbenzin bezahlt werden (in einigen Regionen dürften die Preise sogar schon darüber liegen). Eine Senkung der Mineralölsteuer wird von unseren geschätzten Volksvertretern natürlich kategorisch ausgeschlossen. Somit setzen viele Autofahrer ihre Hoffnung auf einen baldigen Rückgang des Ölpreises. Doch hier ist wohl eher der Wunsch Vater des Gedankens. Denn bislang zeigt das "schwarze Gold" keinerlei Anzeichen für eine Schwäche. Ganz im Gegenteil: Der Widerstand bei knapp 110 US-Dollar wurde zuletzt scheinbar mühelos überwunden und die ersten Analysten stellen noch für dieses Jahr Notierungen im Bereich von 150 US-Dollar je Barrel in Aussicht.
Angst und Schrecken an den internationalen Energiemärkten verbreitet gegenwärtig insbesondere eine Nachricht, die in der vergangenen Woche aus Russland kam: Laut dem Vizechef des Ölkonzerns Lukoil wird das Land 2008 seine Erdöl-Produktion gegenüber dem Vorjahr zum ersten Mal im dritten Jahrtausend nicht steigern können. Insbesondere im ölreichen Westsibirien ist die Phase intensiven Wachstums der Förderung scheinbar vorbei. Einige Experten nennen die Region bereits in einem Atemzug mit der Nordsee oder Mexiko, wo der Output bereits seit längerem signifikant sinkt. Ganz so schlimm dürfte es zwar noch nicht sein. Eins jedoch ist klar: Die Illusion, dass das "Riesenreich" noch auf unbestimmte Zeit ein verlässlicher Energie-Lieferant als Alternative zu den unsicheren Produzentenländern in der arabischen Welt oder Mittel- und Südamerika ist, hat einen empfindlichen Dämpfer erhalten.
Aus diesem Umstand heraus erklärt es sich auch, dass die Meldung über einen Megafund vor der Küste Brasiliens vom Markt nahezu vollständig ignoriert wurde. Schätzungen zufolge könnte es sich bei dem neu entdeckten Feld mit einem Gesamtvorkommen von voraussichtlich 33 Milliarden Barrel um das drittgrößte weltweit handeln. Dies ist bereits der dritte Großfund innerhalb von zwei Jahren. Das "Land am Zuckerhut" hat damit gute Chancen, mittelfristig zu einer bedeutenden Öl-Exportnation aufzusteigen.
Doch selbst wenn es dazu kommt, kann an der "Ölpreis-Front" nicht mit einer nachhaltigen Entspannung gerechnet werden. Ein neuer "Big Player" wird allein die rückläufigen Fördermengen in den etablierten Öl-Nationen mit an Sicherheit grenzender Wahrscheinlichkeit nicht kompensieren können, zumal der Verbrauch in den kommenden Jahren kontinuierlich steigen dürfte. Im Zuge der laufenden Industrialisierungsprozesse in China und Indien wird die Zahl der zugelassenen Autos massiv in die Höhe schnellen. So lange die Menschheit keinen adäquaten Ersatz für Diesel und Benzin findet, muss davon ausgegangen werden, dass sich die Angebot/Nachfrage-Lage weiter verschärft.
Auf längere Sicht sind steigende Notierungen beim "Schmierstoff der Weltwirtschaft" somit vorprogrammiert. Aber auch kurzfristig sollte der Ölpreis anziehen können. Hierfür sprechen zum einen charttechnische Gesichtspunkte (neues Hoch erreicht) genauso wie die Saisonalität. In Kürze beginnt in den USA die "Driving Season", die dann beinahe nahtlos von der "Hurrikan-Saison" abgelöst wird. Mutige Investoren sollten daher ernsthaft überlegen, sich eine Position Turbo-Long-Zertifikate der BNP Paribas auf Brent-Öl (WKN BN1VA1) ins Depot zu legen. Mit einem Hebel von knapp sechs ist das Produkt eher offensiv, bietet aber im direkten Vergleich mit vier Euro-Cents einen sehr günstigen Spread. Stopp-Kurse bieten sich bei einem Rückfall unter das März-Hoch bei 108 US-Dollar (107 US-Dollar) an, was im Schein etwa einem Kurs von 7,80 Euro entspricht. Sollte der Ölpreis im laufenden Jahr tatsächlich bis auf 150 US-Dollar steigen, brauchen sich die Käufer dieses Produkts bis auf weiteres sicherlich keine Sorgen mehr um ihre Tank-Rechnung zu machen.
Weiterhin erfolgreiche Rohstoff-Investments wünscht Ihnen
Ihre
Rohstoff-Express-Redaktion"
-ist wohl ein durchaus berechtigter Gedanke..."Experimente mit schlechten Managern
Liebe Leser,
nachdem wir im gestrigen Beitrag einen eigenen Zufallsgenerator erzeugt haben und damit gezeigt haben, dass "gutes Management" durchaus auf Zufall beruhen kann, gehen wir heute einen Schritt weiter.
Ein weiteres Experiment
Machen wir das Ganze noch etwas interessanter. Wir schaffen eine Horde vollkommen unfähiger Manager. Wir definieren einen unfähigen Manager als jemand, der erwartungsgemäß einen negativen Gewinn aufweist. Unser Zufallsgenerator besteht jetzt aus einem Gefäß. In dem Gefäß sind 100 Bälle, 45 schwarze und 55 Rote.
Wenn wir die Kugeln immer wieder zurücklegen, wird das Verhältnis von roten zu schwarzen Bällen dasselbe bleiben. Wenn wir einen schwarzen Ball ziehen, wird der Manager 10.000 $ verdienen. Wenn wir einen roten Ball ziehen, wird er 10.000 $ verlieren. So verdient der Manager 10.000 $ mit einer Wahrscheinlichkeit von 45 %, und verliert 10.000 $ mit 55 % Wahrscheinlichkeit. Durchschnittlich wird der Betriebsleiter 1.000 $ jede Runde verlieren - aber nur durchschnittlich.
Am Ende des ersten Jahres sollten wir also 4.500 Manager mit Gewinn zu haben, (45 % der Gesamtanzahl), im zweiten Jahr haben wir noch 45 % dieser Zahl, also 2.025. im dritten Jahr bleiben 911 übrig; im vierten 410; im fünften 184. Lassen Sie uns den überlebenden Betriebsleitern Namen geben und sie in Anzüge stecken. Stimmt, sie stellen weniger als 2 % der ursprünglichen Menge dar. Aber sie werden die Aufmerksamkeit erhalten. Niemand wird die anderen 98 % erwähnen. Was können wir daraus schließen?
Der erste nicht verständliche Punkt ist, dass eine Menge, die ausschließlich aus schlechten Managern zusammengesetzt ist, eine kleine Anzahl von großartigen Ergebnissen aufweisen wird. Tatsächlich ist es so: Wenn ein Manager unaufgefordert an Ihre Tür klopft, können sie praktisch unmöglich beurteilen, ob er gut oder schlecht ist. Die Ergebnisse würden sich nicht deutlich ändern, selbst wenn die Bevölkerung ausschließlich aus Managern zusammengesetzt ist, von denen erwartet wird, dass sie langfristig Geld verlieren werden.
Warum? Weil einige von ihnen infolge der Volatilität Geld machen werden. Wir können hier erkennen, dass Volatilität schlechten Anlageentscheidungen tatsächlich hilfreich ist.
Der zweite nicht verständliche Punkt ist, dass die maximale erwartete Anzahl von großartigen Ergebnissen, mehr von der Größe der anfänglichen Auswahl abhängt als von der individuellen Gewinnchance pro Manager. Mit anderen Worten hängt die Anzahl der Manager mit guten Ergebnissen auf einem gegebenen Markt viel mehr von der Anzahl der Leute ab, die im Investmentgeschäft (statt Zahnmedizin zu studieren) angefangen haben, aber weniger von ihrer Fähigkeit, Gewinne zu machen.
Es hängt auch von der Volatilität ab. Warum verwende ich den Begriff "maximale erwartete Anzahl"? Weil ich mich nicht mit den durchschnittlichen Ergebnissen beschäftige. Ich werde nur die Besten der Manager sehen, und nicht alle Manager.
Fazit: Das bedeutet, dass wir 2008 mehr "ausgezeichnete Manager" sehen würden als 1998, vorausgesetzt dass die Horde der Anfänger im Jahre 2003 größer war, als sie es 1993 war.
Good Investing,
Nassim Nicholas Taleb"
Ich würde zwar jetzt absolut keinem empfehlen kurz-mittelfristig
auf den $ zu wetten, aber grundsätzlich ein interessanter Gedanke.
Da ich eigentlich auch versuche, durch soviele Effekte wie
möglich, den potenziellen Hebel so groß wie möglich werden
zu lassen(sich Gedanken zu machen, wie man genau möglichst mehrere/viele miteinander verknüpfen kann, das ist ne
spaßige Sache :cool, ist das zumindest für mich
auch ein interessantes Thema...
"Das Überraschungsmoment im US-Dollar
von Volkmar Michler
Zum Abschluss der Mini-Serie über die USA noch eine kluge Mail von Herrn Wolfgang Z.: „Sehr geehrter Herr Wilhelmi, zu dem "e-malbrief" Profit Radar kann ich Ihnen nur gratulieren. Einfach super toll und zum Teil. mit genialen Erklärungen - Respekt !! Aber jetzt hätte ich auch mal eine Frage und hoffe auf eine entsprechende Antwort - nur kurz noch eine kleine "Einführung": …Amerikanische Aktien werden in US-Dollar gehandelt. Für meinem starken Euro (momentan = 1,60 US-Dollar) kann ich doch momentan viel mehr US-Aktien rein nominell erwerben, als mit einem schwachen Euro. Wäre da nicht das Motto angesagt: Kaufe jetzt verstärkt amerikanische Aktien, weil Du verdienst doppelt - einmal mit steigenden Kursen (z.B.: Citygroup) und einmal bei/mit einem wieder erstarkten Dollarkurs - alles mittelfristig betrachtet. Stimmt meine "These" ?? Mit freundlichen Grüßen Wolfgang Z.“
Zuerst mal freundliche Grüsse zurück. Ihre Mail bezieht sich auf Währungsgewinne – ein Faktor, der von Anlegern häufig außer Acht gelassen wird. Ihr Gedanke ist genau richtig, wenn man davon ausgeht, dass der US-Dollar in den kommenden Monaten wieder steigen wird.
Ein Beispiel: Sie kaufen die fiktive Aktie USA zu 10,00 US$. Der Wechselkurs von Euro und US$ steht bei 1,60 US$/Euro. Das bedeutet, dass die Aktie (vorausgesetzt der Market-Maker stellt faire Kurse ohne Aufschläge) in Deutschland zu 6,25 ¤ gehandelt wird. Ein halbes Jahr später steht die Aktie USA immer noch bei 10,00 US$. Aber der US-Dollar hat gegenüber dem Euro wieder an Stärke gewonnen und notiert nun bei 1,50 US$/Euro. Damit steht die Aktie in Deutschland nun bei 6,67 ¤. Das ist ein Anstieg von +6,7%, obwohl sich der Aktienkurs in den USA überhaupt nicht bewegt hat. Die +6,7% Gewinn sind ausschließlich Währungsgewinne.
Tatsächlich habe ich gerade in den letzten Tagen mit einigen Branchen-Experten gesprochen, die durchaus die Meinung von Herrn Z. teilen, dass der US-Dollar nun zumindest auf kurzfristige Sicht an Stärke gewinnen könnte. Ich gehöre auch dazu. Aber wir sind noch sehr in der Minderheit. Denn fundamental gibt es für diese US-Dollar-Stärke keinen Grund.
Und mittel- bis langfristig gehe ich weiterhin von einem sich abschwächenden US-Dollar aus. Wenn man schon in Übersee in den Dollar investieren möchte, dann bevorzuge ich ganz klar den kanadischen Dollar (der übrigens in Devisenkreisen den lustigen Spitzenamen „Loonie“ hat). Denn Kanada hat einen wesentlich gesünderen Haushalt als die USA und ist einer der Profiteure des Rohstoff-Booms.
Aber zurück zum US-Dollar: Die Gründe, warum ich kurzfristig durchaus positiv für den US-Dollar gestimmt bin: Zum einen ist das Aufwärtspotential bei 1,60 US$ nun ausgeschöpft. Zum anderen, und das ist ein Faktor, auf den ich sehr viel Wert lege: Es gibt so gut wie keine US$-Bullen mehr. Schauen Sie sich um: Im TV, in der allgemeinen Wirtschaftspresse: Alle sind sich einige, dass der US$ nur fallen kann.
Das bedeutet aber im Umkehrschluss: Das Überraschungsmoment liegt bei einem steigenden US-Dollar. Denn wenn alle davon ausgehen, dass der US-Dollar weiter fällt, dann sind alle schon Euro-long bzw. US-Dollar-short investiert. Das ist die „Black-Box“, die kaum einer auf der Pfanne hat. Und Sie wissen ja: Die Börse macht meist das, was die Masse der Anleger genau nicht erwartet.
Have a successful day,
Ihr
Daniel Wilhelmi"
auf den $ zu wetten, aber grundsätzlich ein interessanter Gedanke.
Da ich eigentlich auch versuche, durch soviele Effekte wie
möglich, den potenziellen Hebel so groß wie möglich werden
zu lassen(sich Gedanken zu machen, wie man genau möglichst mehrere/viele miteinander verknüpfen kann, das ist ne
spaßige Sache :cool
, ist das zumindest für michauch ein interessantes Thema...
"Das Überraschungsmoment im US-Dollar
von Volkmar Michler
Zum Abschluss der Mini-Serie über die USA noch eine kluge Mail von Herrn Wolfgang Z.: „Sehr geehrter Herr Wilhelmi, zu dem "e-malbrief" Profit Radar kann ich Ihnen nur gratulieren. Einfach super toll und zum Teil. mit genialen Erklärungen - Respekt !! Aber jetzt hätte ich auch mal eine Frage und hoffe auf eine entsprechende Antwort - nur kurz noch eine kleine "Einführung": …Amerikanische Aktien werden in US-Dollar gehandelt. Für meinem starken Euro (momentan = 1,60 US-Dollar) kann ich doch momentan viel mehr US-Aktien rein nominell erwerben, als mit einem schwachen Euro. Wäre da nicht das Motto angesagt: Kaufe jetzt verstärkt amerikanische Aktien, weil Du verdienst doppelt - einmal mit steigenden Kursen (z.B.: Citygroup) und einmal bei/mit einem wieder erstarkten Dollarkurs - alles mittelfristig betrachtet. Stimmt meine "These" ?? Mit freundlichen Grüßen Wolfgang Z.“
Zuerst mal freundliche Grüsse zurück. Ihre Mail bezieht sich auf Währungsgewinne – ein Faktor, der von Anlegern häufig außer Acht gelassen wird. Ihr Gedanke ist genau richtig, wenn man davon ausgeht, dass der US-Dollar in den kommenden Monaten wieder steigen wird.
Ein Beispiel: Sie kaufen die fiktive Aktie USA zu 10,00 US$. Der Wechselkurs von Euro und US$ steht bei 1,60 US$/Euro. Das bedeutet, dass die Aktie (vorausgesetzt der Market-Maker stellt faire Kurse ohne Aufschläge) in Deutschland zu 6,25 ¤ gehandelt wird. Ein halbes Jahr später steht die Aktie USA immer noch bei 10,00 US$. Aber der US-Dollar hat gegenüber dem Euro wieder an Stärke gewonnen und notiert nun bei 1,50 US$/Euro. Damit steht die Aktie in Deutschland nun bei 6,67 ¤. Das ist ein Anstieg von +6,7%, obwohl sich der Aktienkurs in den USA überhaupt nicht bewegt hat. Die +6,7% Gewinn sind ausschließlich Währungsgewinne.
Tatsächlich habe ich gerade in den letzten Tagen mit einigen Branchen-Experten gesprochen, die durchaus die Meinung von Herrn Z. teilen, dass der US-Dollar nun zumindest auf kurzfristige Sicht an Stärke gewinnen könnte. Ich gehöre auch dazu. Aber wir sind noch sehr in der Minderheit. Denn fundamental gibt es für diese US-Dollar-Stärke keinen Grund.
Und mittel- bis langfristig gehe ich weiterhin von einem sich abschwächenden US-Dollar aus. Wenn man schon in Übersee in den Dollar investieren möchte, dann bevorzuge ich ganz klar den kanadischen Dollar (der übrigens in Devisenkreisen den lustigen Spitzenamen „Loonie“ hat). Denn Kanada hat einen wesentlich gesünderen Haushalt als die USA und ist einer der Profiteure des Rohstoff-Booms.
Aber zurück zum US-Dollar: Die Gründe, warum ich kurzfristig durchaus positiv für den US-Dollar gestimmt bin: Zum einen ist das Aufwärtspotential bei 1,60 US$ nun ausgeschöpft. Zum anderen, und das ist ein Faktor, auf den ich sehr viel Wert lege: Es gibt so gut wie keine US$-Bullen mehr. Schauen Sie sich um: Im TV, in der allgemeinen Wirtschaftspresse: Alle sind sich einige, dass der US$ nur fallen kann.
Das bedeutet aber im Umkehrschluss: Das Überraschungsmoment liegt bei einem steigenden US-Dollar. Denn wenn alle davon ausgehen, dass der US-Dollar weiter fällt, dann sind alle schon Euro-long bzw. US-Dollar-short investiert. Das ist die „Black-Box“, die kaum einer auf der Pfanne hat. Und Sie wissen ja: Die Börse macht meist das, was die Masse der Anleger genau nicht erwartet.
Have a successful day,
Ihr
Daniel Wilhelmi"
Langfristig wird das wohl mal fundamental zu beachten sein...
"Silber-Abgaskatalysatoren setzen Platin weiter unter Druck
von Miriam Kraus
Liebe Leser,
die neu begonnene, wieder etwas stärkere Entwicklung des US-Dollar drückt bekanntlich auf die Edelmetallpreise. Besonders betroffen ist gegenwärtig natürlich das Gold, welches fast schon selbst wie eine Währung notiert gegenüber dem US-Dollar. Schon seit ein paar Wochen erwartet der Markt einen Impuls, der den US-Dollar wieder unterstützt und den starken Euro ein wenig abbremst. Abzulesen ist dies ganz besonders am gegenwärtig nachlassenden Interesse an Goldinvestitionen mit der damit verbundenen Korrekturbewegung der Goldpreise. Als Rohstoff-Daily-Leser wissen Sie ja, dass ich eine solche Gegenbewegung nicht nur erwartet habe sondern auch begrüße. Denn nichts ist schöner als wenn etwas von dem man grundsätzlich überzeugt ist und was man gerne haben würde, endlich billiger wird damit man es wieder kaufen kann. Denn langfristig gibt es keine sicherere Währung als Gold. Zumal in Zeiten wachsender Inflation, die auch die Zentralbanken trotz aller Tricks und Kniffe nicht einfach von heute auf morgen beseitigen können. Günstigere Preise ziehen also irgendwann sowohl neues physisches als auch spekulatives Kaufinteresse nach sich. Zumal auch die Angebotssituation in den kommenden Jahren weiterhin Anlass zur Besorgnis gibt. Bis schwerer wirtschaftlich und technisch abzubauende Vorkommen realisiert werden vergeht noch viel Zeit. Zeit in der allerdings auch die Goldpreise ein hohes Niveau halten müssen, damit der Abbau eben wirtschaftlich rentabel bleibt.
Aber nun gut, so viel zu Gold! Kommen wir zum eigentlichen Thema, einem anderen Edelmetall, dem Platin.
Auch hier besteht natürlich eine Negativ-Korrelation zur US-Dollar-Entwicklung, obgleich lange nicht so ausgeprägt wie bei Gold. Stattdessen erlebte Platin seit Beginn des Jahres eine massiv starke Preisentwicklung, die von ganz anderer Seite unterstützt wurde. Bis zum Hoch im Februar legte der Platinpreis um mehr als 45 % zu, innerhalb von noch nicht einmal zwei Monaten, dank für uns so etwas Grundsätzlichem wie Strom. Ich sage Ihnen ja sicherlich nichts Neues damit, deshalb fasse ich mich kurz: In Südafrika kam es zu Stromausfällen, welche die dort ansässige Minenindustrie für 5 Tage praktisch lahmgelegt hatten. Folge: Platinpreise werden nach oben spekuliert.
Dann floss wieder Strom und irgendwie war die Luft draußen, womit der Platinpreis von über 2293 USD auf unter 1900 USD pro Unze sank. Seitdem pendelt er irgendwo um die 2000 USD-Marke.
Mitsui will Platin durch Silber ersetzen
Dann kam jetzt die Hiobsbotschaft: Mitsui Mining gab bekannt man habe ein Verfahren entwickelt um das teure Platin in Dieselabgaskatalysatoren durch das günstigere Silber zu ersetzen. Folge: Platin runter auf gegenwärtig 1975 USD pro Unze.
Irgendwie lustig, wenn man bedenkt, dass erstens die Idee ja gar nicht neu ist – schon 1998 haben belgische Chemiker den Silberkatalysator im Laborversuch getestet – und der neue Abgasmotor frühestens 2012 auf den Markt kommen wird und dann laut Mitsui auch nur für landwirtschaftliches und technisches Gerät eingesetzt werden soll. Folglich wird noch viel Wasser den Berg hinabrinnen müssen, bis Silber Platin aus unseren Auto-Kats verdrängt.
Und das ist bedeutsam, denn immerhin generiert die Automobilindustrie 60% der weltweiten Platinnachfrage.
Na gut, der zweitgrößte Anteil wird von der Schmuckindustrie nachgefragt, die ja bekanntlich sehr preissensibel ist.
Dennoch bereits im vergangenen Jahr 2007 lag der Platinmarkt mit 300 000 Unzen im Angebotsdefizit. Das war vor den südafrikanischen Stromausfällen.
Weiterhin Angebotsdefizit zu erwarten?
Womit es sich also lohnt, wieder einen Blick auf die inzwischen scheinbar wieder in Vergessenheit geratene südafrikanische Minenindustrie zu werfen. Wie geht es denn dieser so inzwischen? Na ja, ganz ehrlich gesagt noch immer nicht so super.
Anglo Platinum, seines Zeichen Platinproduzent Nummer 1 weltweit, rechnet damit, dass seine Produktion in diesem Jahr zum zweiten Mal in Folge fallen dürfte. Nachdem die Produktion bereits im letzten Jahr um 12 % gefallen ist. Auch Lonmin, weltweite Nummer 3 lag bereits 2007 um 100 000 Unzen hinter ihrem Produktionsziel.
Geht man also davon aus, dass weiterhin Strom-, Material-, Personal-, und Neue-Vorkommen-Erschließungsknappheit herrschen, dürfte auch die Angebotslage künftig nicht so rosig aussehen.
Zumal wenn man bedenkt, dass Südafrika nach wie vor für die Produktion von 80% des weltweiten Platins steht.
Tja, sehen wir es realistisch: die Automobilindustrie wird noch einige lange Jahre Platin brauchen und wenn der Preis fällt, was er vom gegenwärtigen Level durchaus noch weiter tun kann, dann wird auch die Schmuckindustrie wieder stärker kaufen. Wenn dann aber die Nachfrage wieder steigt, stößt sie eben leider auf ein möglicherweise weiter verringertes Angebot.
Na ja, wie immer wird es spannend werden. Warten wir mal ab!
So long liebe Leser....vergessen darf man auch nicht all die lieben ETFs, die es einem so einfach machen zu investieren, überdies beliebt sind und das Angebot weiter verknappen....bis morgen - wie gewohnt- zum Wochenrückblick...
Ihre Miriam Kraus"
"Silber-Abgaskatalysatoren setzen Platin weiter unter Druck
von Miriam Kraus
Liebe Leser,
die neu begonnene, wieder etwas stärkere Entwicklung des US-Dollar drückt bekanntlich auf die Edelmetallpreise. Besonders betroffen ist gegenwärtig natürlich das Gold, welches fast schon selbst wie eine Währung notiert gegenüber dem US-Dollar. Schon seit ein paar Wochen erwartet der Markt einen Impuls, der den US-Dollar wieder unterstützt und den starken Euro ein wenig abbremst. Abzulesen ist dies ganz besonders am gegenwärtig nachlassenden Interesse an Goldinvestitionen mit der damit verbundenen Korrekturbewegung der Goldpreise. Als Rohstoff-Daily-Leser wissen Sie ja, dass ich eine solche Gegenbewegung nicht nur erwartet habe sondern auch begrüße. Denn nichts ist schöner als wenn etwas von dem man grundsätzlich überzeugt ist und was man gerne haben würde, endlich billiger wird damit man es wieder kaufen kann. Denn langfristig gibt es keine sicherere Währung als Gold. Zumal in Zeiten wachsender Inflation, die auch die Zentralbanken trotz aller Tricks und Kniffe nicht einfach von heute auf morgen beseitigen können. Günstigere Preise ziehen also irgendwann sowohl neues physisches als auch spekulatives Kaufinteresse nach sich. Zumal auch die Angebotssituation in den kommenden Jahren weiterhin Anlass zur Besorgnis gibt. Bis schwerer wirtschaftlich und technisch abzubauende Vorkommen realisiert werden vergeht noch viel Zeit. Zeit in der allerdings auch die Goldpreise ein hohes Niveau halten müssen, damit der Abbau eben wirtschaftlich rentabel bleibt.
Aber nun gut, so viel zu Gold! Kommen wir zum eigentlichen Thema, einem anderen Edelmetall, dem Platin.
Auch hier besteht natürlich eine Negativ-Korrelation zur US-Dollar-Entwicklung, obgleich lange nicht so ausgeprägt wie bei Gold. Stattdessen erlebte Platin seit Beginn des Jahres eine massiv starke Preisentwicklung, die von ganz anderer Seite unterstützt wurde. Bis zum Hoch im Februar legte der Platinpreis um mehr als 45 % zu, innerhalb von noch nicht einmal zwei Monaten, dank für uns so etwas Grundsätzlichem wie Strom. Ich sage Ihnen ja sicherlich nichts Neues damit, deshalb fasse ich mich kurz: In Südafrika kam es zu Stromausfällen, welche die dort ansässige Minenindustrie für 5 Tage praktisch lahmgelegt hatten. Folge: Platinpreise werden nach oben spekuliert.
Dann floss wieder Strom und irgendwie war die Luft draußen, womit der Platinpreis von über 2293 USD auf unter 1900 USD pro Unze sank. Seitdem pendelt er irgendwo um die 2000 USD-Marke.
Mitsui will Platin durch Silber ersetzen
Dann kam jetzt die Hiobsbotschaft: Mitsui Mining gab bekannt man habe ein Verfahren entwickelt um das teure Platin in Dieselabgaskatalysatoren durch das günstigere Silber zu ersetzen. Folge: Platin runter auf gegenwärtig 1975 USD pro Unze.
Irgendwie lustig, wenn man bedenkt, dass erstens die Idee ja gar nicht neu ist – schon 1998 haben belgische Chemiker den Silberkatalysator im Laborversuch getestet – und der neue Abgasmotor frühestens 2012 auf den Markt kommen wird und dann laut Mitsui auch nur für landwirtschaftliches und technisches Gerät eingesetzt werden soll. Folglich wird noch viel Wasser den Berg hinabrinnen müssen, bis Silber Platin aus unseren Auto-Kats verdrängt.
Und das ist bedeutsam, denn immerhin generiert die Automobilindustrie 60% der weltweiten Platinnachfrage.
Na gut, der zweitgrößte Anteil wird von der Schmuckindustrie nachgefragt, die ja bekanntlich sehr preissensibel ist.
Dennoch bereits im vergangenen Jahr 2007 lag der Platinmarkt mit 300 000 Unzen im Angebotsdefizit. Das war vor den südafrikanischen Stromausfällen.
Weiterhin Angebotsdefizit zu erwarten?
Womit es sich also lohnt, wieder einen Blick auf die inzwischen scheinbar wieder in Vergessenheit geratene südafrikanische Minenindustrie zu werfen. Wie geht es denn dieser so inzwischen? Na ja, ganz ehrlich gesagt noch immer nicht so super.
Anglo Platinum, seines Zeichen Platinproduzent Nummer 1 weltweit, rechnet damit, dass seine Produktion in diesem Jahr zum zweiten Mal in Folge fallen dürfte. Nachdem die Produktion bereits im letzten Jahr um 12 % gefallen ist. Auch Lonmin, weltweite Nummer 3 lag bereits 2007 um 100 000 Unzen hinter ihrem Produktionsziel.
Geht man also davon aus, dass weiterhin Strom-, Material-, Personal-, und Neue-Vorkommen-Erschließungsknappheit herrschen, dürfte auch die Angebotslage künftig nicht so rosig aussehen.
Zumal wenn man bedenkt, dass Südafrika nach wie vor für die Produktion von 80% des weltweiten Platins steht.
Tja, sehen wir es realistisch: die Automobilindustrie wird noch einige lange Jahre Platin brauchen und wenn der Preis fällt, was er vom gegenwärtigen Level durchaus noch weiter tun kann, dann wird auch die Schmuckindustrie wieder stärker kaufen. Wenn dann aber die Nachfrage wieder steigt, stößt sie eben leider auf ein möglicherweise weiter verringertes Angebot.
Na ja, wie immer wird es spannend werden. Warten wir mal ab!
So long liebe Leser....vergessen darf man auch nicht all die lieben ETFs, die es einem so einfach machen zu investieren, überdies beliebt sind und das Angebot weiter verknappen....bis morgen - wie gewohnt- zum Wochenrückblick...
Ihre Miriam Kraus"
"Tinka Defines 20 Million Ounce Silver Resource at Colquipucro, Peru
Thursday April 24, 8:30 am ET
Immediate Exploration Target for Additional Resources
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Apr 24, 2008 -- Andrew Carter, President of Tinka (CDNX:TK.V - News)(Other OTC:TKRFF.PK - News)(Frankfurt:TLD.F - News), announces that an independent 43-101 report on the Company's wholly-owned Colquipucro property in Peru has determined a silver resource as follows:
---------------------------------------------------------------------------
Ag Cut-off Avg. Grade Troy Ounces Contained
Category (g/t) Tonnes Ag (g/t) Ag/Short Ton Troy Ounces
---------------------------------------------------------------------------
Inferred 30 5,669,853 111.4 3.25 20,311,120
---------------------------------------------------------------------------
ADVERTISEMENT
This resource is based on the results of 12 diamond drill holes, 3 surface trenches and underground workings within 2 separate adits. Silver mineralization is hosted by a faulted and fractured sandstone belonging to the Chimu Formation of the lower Cretaceous Goyllarisquisga Group. This sandstone host rock overlies a sedimentary breccia unit containing fluidized sulphides which in turn overlies the upper Triassic to lower Jurassic Pucura Group limestone. The Pucura limestone is host to the famous Cerro de Pasco mine located about 40km to the southeast.
A portion of the sandstone formation immediately north of and contiguous with the resource area has not been drill tested, and Mr. Nebocat has determined that there is a potential target of up to a further 2,000,000 tonnes of mineralization with a silver grade similar to that stated in the resource estimate. The potential quantity and grade is conceptual in nature, and there has been insufficient exploration to define this target at this time. It is uncertain that drilling will result in further discoveries in this area. The target referred to is based on follow up of currently untested known strike length and down dip potential of the host sandstone.
At Colquipucro, high grade silver mineralization was mined from a series of parallel fault structures during early colonial Spanish time, but more extensive underground workings were located on these zones in the 19th and 20th centuries. Underground and surface sampling done by Tinka demonstrated that the fractured sandstone between adjacent fault zones also contained lower grade silver mineralization, indicating that a potential bulk tonnage silver deposit may exist. The Chimu Formation is known to host bulk tonnage gold deposits elsewhere in Peru, but this appears to be the only documented case of the Chimu hosting a bulk tonnage silver deposit.
Of considerable exploration interest is another zone identified about 2 km south of the main resource area. Here, a recently completed soil sampling grid has identified another significant target area (Zone 2/Ayawilca). Coincident Ag-Pb-Zn soil anomalies, overlying a series of parallel, east-west trending fault lineaments in sandstone, cover an area roughly three times the size of Zone 1. A four metre wide rock sample from an altered zone next to one of these faults yielded trace Ag, 1,440 ppm Pb and 1,162 ppm Zn, and a grab sample from a gossanous clinker zone located about 50m northeast from here ran 129.5 ppm Ag, 2,093 ppm Pb and 1,794 ppm Zn.
Mr. Nebocat has recommended an extensive drilling program to further define the existing resource, to test the target north of the resource and to drill some exploration holes at the Zone 2/Ayawilca anomaly. A multi-phase work program over the next 14 months is estimated to cost approximately C$2,926,000.
The author of the report, Mr. John Nebocat, P.Eng. is an independent qualified person pursuant to National Instrument 43-101, and is the consulting geologist for Tinka. The information disclosed in this press release is extracted from the report dated February 28, 2008, whereby Mr. Nebocat has undertaken a mineral resource estimate following the completion of a drill program at Colquipucro. A copy of this report will be available for viewing on SEDAR shortly.
Polygonal resource blocks were constructed along section lines using the angular bisectors between adjacent drill holes and/or trenches and/or underground workings as resource block boundaries. Resource blocks were projected midway between adjacent sections (50m from each section) and not greater than 50m away from the outermost section lines and were projected not more than 50m past the outermost drill hole or underground working within a section. A 30 g/t Ag cut off and a density of 2.65 was used in determining this resource estimate. Calculations were performed using Interdex and CADD software.
As far as Tinka is aware, there are no environmental, permitting, legal, title, taxation, socio-economic, marketing, political or other issues, other than what is commonly known and practiced in Peru, that could have a material affect on the mineral resources described in the report. Peru has an established mining history, and mining is generally supported in most parts of the country. This property has road access right to it, and the power line that supplies the Antamina mine, about 40km to the northwest, passes through the middle of the property and within 1km of the resource. As such, there are no perceivable impediments caused by mining, metallurgical and infrastructure problems that could have a detrimental affect to the resources described in the report. The Company has not undertaken any metallurgical test work on Colquipucro mineralization and hence percentage of metal recovery in any process plant remains unknown.
Mr. John Nebocat, P.Eng., is the Qualified Person in compliance with National Instrument 43-101 with respect to this news release. Mr. Nebocat has visited the Colquipucro project area and has verified the contents of this news release.
On behalf of the Board,
Andrew Carter, President & CEO
Contact:
Contacts:
Tinka Resources Limited
Nick L. Nicolaas
Investor Information
(604) 657-4058
Email: nick@mininginteractive.com
Website: http://www.tinkaresources.com
Source: Tinka Resources Limited"
Thursday April 24, 8:30 am ET
Immediate Exploration Target for Additional Resources
VANCOUVER, BRITISH COLUMBIA--(MARKET WIRE)--Apr 24, 2008 -- Andrew Carter, President of Tinka (CDNX:TK.V - News)(Other OTC:TKRFF.PK - News)(Frankfurt:TLD.F - News), announces that an independent 43-101 report on the Company's wholly-owned Colquipucro property in Peru has determined a silver resource as follows:
---------------------------------------------------------------------------
Ag Cut-off Avg. Grade Troy Ounces Contained
Category (g/t) Tonnes Ag (g/t) Ag/Short Ton Troy Ounces
---------------------------------------------------------------------------
Inferred 30 5,669,853 111.4 3.25 20,311,120
---------------------------------------------------------------------------
ADVERTISEMENT
This resource is based on the results of 12 diamond drill holes, 3 surface trenches and underground workings within 2 separate adits. Silver mineralization is hosted by a faulted and fractured sandstone belonging to the Chimu Formation of the lower Cretaceous Goyllarisquisga Group. This sandstone host rock overlies a sedimentary breccia unit containing fluidized sulphides which in turn overlies the upper Triassic to lower Jurassic Pucura Group limestone. The Pucura limestone is host to the famous Cerro de Pasco mine located about 40km to the southeast.
A portion of the sandstone formation immediately north of and contiguous with the resource area has not been drill tested, and Mr. Nebocat has determined that there is a potential target of up to a further 2,000,000 tonnes of mineralization with a silver grade similar to that stated in the resource estimate. The potential quantity and grade is conceptual in nature, and there has been insufficient exploration to define this target at this time. It is uncertain that drilling will result in further discoveries in this area. The target referred to is based on follow up of currently untested known strike length and down dip potential of the host sandstone.
At Colquipucro, high grade silver mineralization was mined from a series of parallel fault structures during early colonial Spanish time, but more extensive underground workings were located on these zones in the 19th and 20th centuries. Underground and surface sampling done by Tinka demonstrated that the fractured sandstone between adjacent fault zones also contained lower grade silver mineralization, indicating that a potential bulk tonnage silver deposit may exist. The Chimu Formation is known to host bulk tonnage gold deposits elsewhere in Peru, but this appears to be the only documented case of the Chimu hosting a bulk tonnage silver deposit.
Of considerable exploration interest is another zone identified about 2 km south of the main resource area. Here, a recently completed soil sampling grid has identified another significant target area (Zone 2/Ayawilca). Coincident Ag-Pb-Zn soil anomalies, overlying a series of parallel, east-west trending fault lineaments in sandstone, cover an area roughly three times the size of Zone 1. A four metre wide rock sample from an altered zone next to one of these faults yielded trace Ag, 1,440 ppm Pb and 1,162 ppm Zn, and a grab sample from a gossanous clinker zone located about 50m northeast from here ran 129.5 ppm Ag, 2,093 ppm Pb and 1,794 ppm Zn.
Mr. Nebocat has recommended an extensive drilling program to further define the existing resource, to test the target north of the resource and to drill some exploration holes at the Zone 2/Ayawilca anomaly. A multi-phase work program over the next 14 months is estimated to cost approximately C$2,926,000.
The author of the report, Mr. John Nebocat, P.Eng. is an independent qualified person pursuant to National Instrument 43-101, and is the consulting geologist for Tinka. The information disclosed in this press release is extracted from the report dated February 28, 2008, whereby Mr. Nebocat has undertaken a mineral resource estimate following the completion of a drill program at Colquipucro. A copy of this report will be available for viewing on SEDAR shortly.
Polygonal resource blocks were constructed along section lines using the angular bisectors between adjacent drill holes and/or trenches and/or underground workings as resource block boundaries. Resource blocks were projected midway between adjacent sections (50m from each section) and not greater than 50m away from the outermost section lines and were projected not more than 50m past the outermost drill hole or underground working within a section. A 30 g/t Ag cut off and a density of 2.65 was used in determining this resource estimate. Calculations were performed using Interdex and CADD software.
As far as Tinka is aware, there are no environmental, permitting, legal, title, taxation, socio-economic, marketing, political or other issues, other than what is commonly known and practiced in Peru, that could have a material affect on the mineral resources described in the report. Peru has an established mining history, and mining is generally supported in most parts of the country. This property has road access right to it, and the power line that supplies the Antamina mine, about 40km to the northwest, passes through the middle of the property and within 1km of the resource. As such, there are no perceivable impediments caused by mining, metallurgical and infrastructure problems that could have a detrimental affect to the resources described in the report. The Company has not undertaken any metallurgical test work on Colquipucro mineralization and hence percentage of metal recovery in any process plant remains unknown.
Mr. John Nebocat, P.Eng., is the Qualified Person in compliance with National Instrument 43-101 with respect to this news release. Mr. Nebocat has visited the Colquipucro project area and has verified the contents of this news release.
On behalf of the Board,
Andrew Carter, President & CEO
Contact:
Contacts:
Tinka Resources Limited
Nick L. Nicolaas
Investor Information
(604) 657-4058
Email: nick@mininginteractive.com
Website: http://www.tinkaresources.com
Source: Tinka Resources Limited"
"Newmac Resources Inc.: High Grade Molybdenum Mineralization Now Extended Over 250 m Drilling Continues With Two Diamond Drills
Thursday April 24, 12:55 pm ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 24, 2008) - Newmac Resources Inc. (TSX VENTURE:NER - News) is pleased to announce that drilling continues with two diamond drills on the Crazy Fox Molybdenum Project, which is favourably located 100 km North of Kamloops, British Columbia.
Assays have been received for holes CF08-49 and CF08-51. The company is particularly encouraged by hole CF08-51, which collared 305 m west of hole CF07-41 and drilled at 135 degrees azimuth at -80 degrees. Hole CF08-51 curved to the south as it was drilled, this resulted in the hole not crossing the entire projected mineralized zone, and the hole went out of mineralization as it went to depth.
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF08-51 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 437.5 781.5 344 1128 0.18 0.11 0.01
Including 641.5 777.5 136 446 0.29 0.18 0.02
Including 697.5 777.5 46 151 0.43 0.26 0.01
Including 715.5 743.5 28 92 0.48 0.29 0.01
--------------------------------------------------------------------------
With the successful location of high grade mineralization in hole CF08-51. Roughly 250 m of high grade mineralization has been intersected along strike from CF08-51 to CF08-41.
The mineralization encountered can be described as mainly stockwork in style with minor dissemination. Molybdenite and wolframite occurring as disseminated blebs and streaks and in the selvages of centimeter scale quartz veinlets and smaller fractures trending in several orientations. Occasional veinlets of massive molybdenite up to several centimeters in width have been previously noted.
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF08-49 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 414 604 192 623 0.05 0.03 0.01
Including 414 554 40 131 0.07 0.04 0.02
--------------------------------------------------------------------------
CF08-49 was drilled at -75 degrees at an azimuth of 50 degrees from a collar located 300 m northwest from the collar of CF07-41 (see plan map on website). This hole went through molybdenum mineralization, and exited the lower half of the intrusion at 590 m. The hole encountered molybdenum and tungsten mineralization, but to a lesser degree than encountered in CF08-51, CF07-41 and CF 08-47.
Drill hole CF08-50 was lost before reaching the thrust fault.
The company is currently drilling with two diamond drills, with the goal of extending know mineralization and exploring new areas of high potential.
Hole CF07-41, (Reported previously) penetrated a low angle thrust fault at approximately 390 m (1280 feet) and encountered mineralized intrusive rocks to the bottom of the hole at a depth of 1021 m (3349 feet). Summary results for the hole are as follows:
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF07-41 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 400.7 830.7 430 1410 0.17 0.1 0.01
Including 646.7 796.7 150 492 0.29 0.18 0.01
Including 708.7 756.7 48 157 0.48 0.29 0.01
Including 708.7 722.7 14 46 0.96 0.58 0.01
--------------------------------------------------------------------------
CF08-47 was collared 350 m west of hole CF07-41 (March 31, 2008 news release, incorrectly stated this as east of hole CF07-41, when in fact it is west) and drilled to the east at -80 degrees. Hole CF08-47 curved to the south as it was drilled, and CF07-41 curved to the north, therefore the two mineralized intersections are between 90 m to 150 m apart (Reported previously).
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF08-47 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 467 791 324 1063 0.21 0.13 0.02
Including 523 713 190 623 0.29 0.18 0.02
Including 547 619 72 236 0.41 0.25 0.02
Including 565 619 54 177 0.48 0.29 0.03
Including 565 597 32 105 0.58 0.35 0.03
--------------------------------------------------------------------------
Assays were performed by Acme Analytical Laboratories Ltd. of Vancouver, B.C., a certified facility, using a phosphoric acid leach with ICP-ES spectrometry methods.
Technical content of this news has been reviewed by W. A. Howell, P.Geo, a qualified person within the definitions of National Instrument 43-101.
Respectfully submitted
ON BEHALF OF THE BOARD
David Schmidt, President
This news release contains forward-looking statements within the meaning of the "safe harbour" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks and uncertainties and other factors that may cause Newmac Resources Inc.'s results to differ materially from expectations. These include risks relating to market fluctuations, property performance and other risks. These forward-looking statements speak only as of the date hereof.
The TSX Venture Exchange does not take responsibility for the adequacy or accuracy of this release.
Contact:
David Schmidt
Newmac Resources Inc.
President
(604) 688-3113
Website: www.newmacresources.com
Source: Newmac Resources Inc."
Thursday April 24, 12:55 pm ET
VANCOUVER, BRITISH COLUMBIA--(Marketwire - April 24, 2008) - Newmac Resources Inc. (TSX VENTURE:NER - News) is pleased to announce that drilling continues with two diamond drills on the Crazy Fox Molybdenum Project, which is favourably located 100 km North of Kamloops, British Columbia.
Assays have been received for holes CF08-49 and CF08-51. The company is particularly encouraged by hole CF08-51, which collared 305 m west of hole CF07-41 and drilled at 135 degrees azimuth at -80 degrees. Hole CF08-51 curved to the south as it was drilled, this resulted in the hole not crossing the entire projected mineralized zone, and the hole went out of mineralization as it went to depth.
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF08-51 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 437.5 781.5 344 1128 0.18 0.11 0.01
Including 641.5 777.5 136 446 0.29 0.18 0.02
Including 697.5 777.5 46 151 0.43 0.26 0.01
Including 715.5 743.5 28 92 0.48 0.29 0.01
--------------------------------------------------------------------------
With the successful location of high grade mineralization in hole CF08-51. Roughly 250 m of high grade mineralization has been intersected along strike from CF08-51 to CF08-41.
The mineralization encountered can be described as mainly stockwork in style with minor dissemination. Molybdenite and wolframite occurring as disseminated blebs and streaks and in the selvages of centimeter scale quartz veinlets and smaller fractures trending in several orientations. Occasional veinlets of massive molybdenite up to several centimeters in width have been previously noted.
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF08-49 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 414 604 192 623 0.05 0.03 0.01
Including 414 554 40 131 0.07 0.04 0.02
--------------------------------------------------------------------------
CF08-49 was drilled at -75 degrees at an azimuth of 50 degrees from a collar located 300 m northwest from the collar of CF07-41 (see plan map on website). This hole went through molybdenum mineralization, and exited the lower half of the intrusion at 590 m. The hole encountered molybdenum and tungsten mineralization, but to a lesser degree than encountered in CF08-51, CF07-41 and CF 08-47.
Drill hole CF08-50 was lost before reaching the thrust fault.
The company is currently drilling with two diamond drills, with the goal of extending know mineralization and exploring new areas of high potential.
Hole CF07-41, (Reported previously) penetrated a low angle thrust fault at approximately 390 m (1280 feet) and encountered mineralized intrusive rocks to the bottom of the hole at a depth of 1021 m (3349 feet). Summary results for the hole are as follows:
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF07-41 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 400.7 830.7 430 1410 0.17 0.1 0.01
Including 646.7 796.7 150 492 0.29 0.18 0.01
Including 708.7 756.7 48 157 0.48 0.29 0.01
Including 708.7 722.7 14 46 0.96 0.58 0.01
--------------------------------------------------------------------------
CF08-47 was collared 350 m west of hole CF07-41 (March 31, 2008 news release, incorrectly stated this as east of hole CF07-41, when in fact it is west) and drilled to the east at -80 degrees. Hole CF08-47 curved to the south as it was drilled, and CF07-41 curved to the north, therefore the two mineralized intersections are between 90 m to 150 m apart (Reported previously).
--------------------------------------------------------------------------
Hole From To Interval Interval MoS2 Mo W
CF08-47 (m) (m) (m) (ft) (%) (%) (%)
--------------------------------------------------------------------------
Intercept 467 791 324 1063 0.21 0.13 0.02
Including 523 713 190 623 0.29 0.18 0.02
Including 547 619 72 236 0.41 0.25 0.02
Including 565 619 54 177 0.48 0.29 0.03
Including 565 597 32 105 0.58 0.35 0.03
--------------------------------------------------------------------------
Assays were performed by Acme Analytical Laboratories Ltd. of Vancouver, B.C., a certified facility, using a phosphoric acid leach with ICP-ES spectrometry methods.
Technical content of this news has been reviewed by W. A. Howell, P.Geo, a qualified person within the definitions of National Instrument 43-101.
Respectfully submitted
ON BEHALF OF THE BOARD
David Schmidt, President
This news release contains forward-looking statements within the meaning of the "safe harbour" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks and uncertainties and other factors that may cause Newmac Resources Inc.'s results to differ materially from expectations. These include risks relating to market fluctuations, property performance and other risks. These forward-looking statements speak only as of the date hereof.
The TSX Venture Exchange does not take responsibility for the adequacy or accuracy of this release.
Contact:
David Schmidt
Newmac Resources Inc.
President
(604) 688-3113
Website: www.newmacresources.com
Source: Newmac Resources Inc."
Bin mir nicht ganz sicher ob schon aufgeführt,
ansonsten wären die seit der letzten Meldung
auch mit dabei:
-Maximus Resources
ansonsten wären die seit der letzten Meldung
auch mit dabei:
-Maximus Resources
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
Meldung von einem der Depotwerte, 'Rey Resources', heute,
der erste Teil der diesjährigen Bohrarbeiten kann beginnen.
Wie gesagt, dieses Jahr wollen sie eine Menge Kohle
nachweisen, längerfristig ist der Nachweis von
>1 Mrd. t angestrebt.
Derzeit noch sehr spekulativ,
bis etwa Ende des Jahres sollte man mehr wissen.
Die Beteiligung von 'Gujarat NRE Coke' scheint alles andere
als uninteressant, im Depot aktuell soft im Plus.
www.reyresources.com
Meldung von einem der Depotwerte, 'Rey Resources', heute,
der erste Teil der diesjährigen Bohrarbeiten kann beginnen.
Wie gesagt, dieses Jahr wollen sie eine Menge Kohle
nachweisen, längerfristig ist der Nachweis von
>1 Mrd. t angestrebt.
Derzeit noch sehr spekulativ,
bis etwa Ende des Jahres sollte man mehr wissen.
Die Beteiligung von 'Gujarat NRE Coke' scheint alles andere
als uninteressant, im Depot aktuell soft im Plus.
www.reyresources.com
London Mining - Strategic review of Brazilian iron ore mine
23.04.2008
http://hugin.info/137683/R/1212226/251460.pdf
23.04.2008
http://hugin.info/137683/R/1212226/251460.pdf
17th April - Axmin Inc. - Haywood Securities
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
und das könnte auch von Interesse sein...
21st April - Uranium Sector Analysis - Far East Capital
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
Schon sehr bezeichnend, daß unter den "Top 10 Performing Stocks"
überhaupt nur 3 im Plus waren, werden richtig viele, über 3 Dutzend Unternehmen, und auch einiges andere besprochen,
'Erongo Energy' und 'Impact Minerals'
scheinen mir als superklein bewertete Explorer ziemlich
interessant, S. 4-7 ist mal für einen schnellen Überblick
ziemlich gut.
21st April - Uranium Sector Analysis - Far East Capital
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
Schon sehr bezeichnend, daß unter den "Top 10 Performing Stocks"
überhaupt nur 3 im Plus waren, werden richtig viele, über 3 Dutzend Unternehmen, und auch einiges andere besprochen,
'Erongo Energy' und 'Impact Minerals'
scheinen mir als superklein bewertete Explorer ziemlich
interessant, S. 4-7 ist mal für einen schnellen Überblick
ziemlich gut.
14th April - Cape Lambert Iron Ore Ltd - Ocean Equities Ltd
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
www.minesite.com/fileadmin/content/pdfs/Brokers_Notes_Mar_08…
Bin bir im Moment nicht wirklich sicher, ob das so
stimmig ist, wenn ja, scheint mir das aber richtig heftig...
"Sehr geehrte Damen und Herren,
eine Meldung, welche die Medienlandschaft von nun ab prägen wird. In den
USA kommt es zu Hamsterkäufen bei Lebensmitteln. Folge: einige Supermärkte
gehen dazu über, Reis und andere Nahrungsmittel nur noch in begrenzten
Mengen abzugeben.
Mehr Infos bei http://www.mmnews.de
Die Informationen aus den USA sind erschreckend. Ich hielt die Nachricht
für so wichtig, dass ich sie an dieser Stelle Ihnen schon mal mitteile. ..."
stimmig ist, wenn ja, scheint mir das aber richtig heftig...
"Sehr geehrte Damen und Herren,
eine Meldung, welche die Medienlandschaft von nun ab prägen wird. In den
USA kommt es zu Hamsterkäufen bei Lebensmitteln. Folge: einige Supermärkte
gehen dazu über, Reis und andere Nahrungsmittel nur noch in begrenzten
Mengen abzugeben.
Mehr Infos bei http://www.mmnews.de
Die Informationen aus den USA sind erschreckend. Ich hielt die Nachricht
für so wichtig, dass ich sie an dieser Stelle Ihnen schon mal mitteile. ..."
Artikel zur Homeland Energy Group
www.minesite.com/index.php?id=singlenews&no_cache=1&tx_ttnew…
www.minesite.com/index.php?id=singlenews&no_cache=1&tx_ttnew…
Artikel zu Regency Mines Plc
www.minesite.com/index.php?id=singlenews&no_cache=1&tx_ttnew…
(potenziell -historisch- sehr heftige Vorkommen,
bei minimaler Bewertung)
www.regency-mines.com
www.minesite.com/index.php?id=singlenews&no_cache=1&tx_ttnew…
(potenziell -historisch- sehr heftige Vorkommen,
bei minimaler Bewertung)
www.regency-mines.com
Interview, Greg McCoach: "Mining Stocks will go to new Highs",
eventl. noch die ein oder andere Anregung,
2, 3 hatte ich hier glaub ich auch schon angeführt...
www.24hgold.com/viewarticle.aspx?langue=en&articleid=247504_…
(wenn das so stimmt, von 71 Empfehlungen seit 2000
nur 7 im Minus, dafür 16 >1.000%, scheint mir ja ein beeindruckender Track Record)
die HPage wäre dann die
www.theaureport.com
eventl. noch die ein oder andere Anregung,
2, 3 hatte ich hier glaub ich auch schon angeführt...
www.24hgold.com/viewarticle.aspx?langue=en&articleid=247504_…
(wenn das so stimmt, von 71 Empfehlungen seit 2000
nur 7 im Minus, dafür 16 >1.000%, scheint mir ja ein beeindruckender Track Record)
die HPage wäre dann die
www.theaureport.com
Im entsprechendem Thread auch schon reingestellt,
neues Research zu 'Globe Uranium', State One Stockbroking,
speculative Buy, 12m KZiel: 1$
www.globeuranium.com.au/files/grabdoc.php?type=doc&id=331&ci…
neues Research zu 'Globe Uranium', State One Stockbroking,
speculative Buy, 12m KZiel: 1$
www.globeuranium.com.au/files/grabdoc.php?type=doc&id=331&ci…
Tertiary Minerals
Drilling Starts on Storuman Fluorspar Deposit in Sweden - 14.04.08
www.tertiaryminerals.com/uploads/Tertiary%20Minerals%2014%20…
Bei den meisten Depotwerten würde ich gute Chancen sehen,
daß das mal ziemlich große Sachen werden.
(eigentlich eine Grundanforderung bei der Auswahl)
Drilling Starts on Storuman Fluorspar Deposit in Sweden - 14.04.08
www.tertiaryminerals.com/uploads/Tertiary%20Minerals%2014%20…
Bei den meisten Depotwerten würde ich gute Chancen sehen,
daß das mal ziemlich große Sachen werden.
(eigentlich eine Grundanforderung bei der Auswahl)
Brockmann-Artikel
"10M TPA PROJECT IN PROSPECT
Another new Pilbara iron ore player shows its cards
Brockman Resources, one of the wave of aspiring new iron ore miners in Western Australia, has indicated it has three options for development that would either see it seeking to utilise the rail systems in the Pilbara of BHP Billiton or big new miner Fortescue Metals Group.
Author: Ross Louthean
Posted: Wednesday , 16 Apr 2008..."
www.mineweb.com/mineweb/view/mineweb/en/page66?oid=51252&sn=…
"10M TPA PROJECT IN PROSPECT
Another new Pilbara iron ore player shows its cards
Brockman Resources, one of the wave of aspiring new iron ore miners in Western Australia, has indicated it has three options for development that would either see it seeking to utilise the rail systems in the Pilbara of BHP Billiton or big new miner Fortescue Metals Group.
Author: Ross Louthean
Posted: Wednesday , 16 Apr 2008..."
www.mineweb.com/mineweb/view/mineweb/en/page66?oid=51252&sn=…
Das könnte eventuell auch noch ein interessanter
Kohlejunior sein:
Sennen Resources
Die Resource ist ansehnlich (>500Mio t), die Bewertung ist klein,
allerdings scheinen die es mit Newsflow nicht so wirklich
zu haben -und ich hab keine Ahnung wie es da im operativen
Geschäft so aussieht, müsste man selber genauer gucken.
HPage
www.sennenresources.com
Presentation
www.sennenresources.com/i/pdf/CorpPresentation.pdf
Kohlejunior sein:
Sennen Resources
Die Resource ist ansehnlich (>500Mio t), die Bewertung ist klein,
allerdings scheinen die es mit Newsflow nicht so wirklich
zu haben -und ich hab keine Ahnung wie es da im operativen
Geschäft so aussieht, müsste man selber genauer gucken.
HPage
www.sennenresources.com
Presentation
www.sennenresources.com/i/pdf/CorpPresentation.pdf
Ich muss zugeben, da thematisch bei weitem nicht genug bewandert
zu sein, dürfte aber m.A. nach eines der entscheidenden -internationalen- Themen der Zukunft sein
-trotzdem eine Ansicht...
"Sehr geehrte Damen und Herren,
"Ich bin die Kraft, die stets das Böse will und stets das Gute schafft."
sagt Mephisto in Goethes Faust. Ein Gutmensch könnte Zweifel bekommen, ob der Weltverbesserer nicht die Kraft ist, die stets
das Gute will und stets das Böse schafft.
Gewerkschaften sind die größten Arbeitsplatzvernichter.
Die Grünen sind die größten Umweltverschmutzer.
Entwicklungshilfe ist verantwortlich für Leid und Elend.
Die Liste ist endlos.
Es ist immer das gleiche: Populistische Parolen, gerichtet an primitive Denkmuster einer tumben Masse, bestimmen Politik und Handeln der modernen Gesellschaft.
Den Biospritwahn haben ja nun auch Umweltschützer mit einem IQ unter 70 begriffen. Bis zur Akzeptanz von Atomenergie wird es aber wohl noch eine Weile dauern. Folge: Die gesamte Welt ist abhängig von fossilen Brennstoffen. Selbst wenn man mal die leidige Klima / Kohlendioxid Diskussion vernachlässigt - Umweltverschmutzung ist bei solchen mittelalterlichen Verbrennungsprozessen unvermeidlich.
Wieso nutzen wir nicht Technologien, die dieses vermeiden? Moderne
Atomkraftwerke haben schon längst nichts mehr zu tun mit Tschernobyl. Genau so wenig wie ein ICE mit einer Dampflokomotive. Doch Dank der "Umweltschützer" setzt sich diese Technik nicht durch.
Wie lange müssen wir noch warten? Bis Hunderte Millionen Menschen
verhungern? Bis Millionen Quadratkilometer Urwald gerodet sind zum Zwecke der Spritherstellung? Bis die Ölquellen versiegen? Bis die
Kohlendioxidwerte astronomische Werte erreichen? Bis die Steuerzahler pleite sind (wegen Subventionierung "alternaiver" Energien, die jetzt schon das Doppelte des ehemaligen Kohlebergbaus betragen)? Bis die Kilowattstunde Strom 2 Euro kostet? Bis der Sprit an den Tankstellen 10 Euro kostet?
Wo wären wir, wenn der Strom heute aus Atomkraftwerken käme? Würde die sinkende Nachfrage nach fossilen Brennstoffen damit nicht die ganze Menschheit entlasten? Wäre Reis nicht billiger, weil es mehr Anbauflächen gäbe?
Und: Nur mit Atomkraftwerken kann man effiziente Wasserentsalzungsanlagen bauen und die Wüste fruchtbar machen. Und nur mithilfe nuklearer Energie wird man in Zukunft überhaupt ans Öl kommen. Beispiel Ölschiefer in Kanada, welcher nur mit ultraheißem Wasserdampf zu bearbeiten ist.
Weniger Ölverbrauch = fallende Energiepreise = sinkende Inflation,
niedrigere Zinsen, solideres Wirtschaftswachstum.
Diese Liste könnte ebenfalls endlos fortgesetzt werden.
Aber nein. Dank der Umweltschützer ist die gesamte Welt zum erpressbaren Opfer der Ölquellen - Besitzer degradiert. Sie diktieren die Preise, wir zahlen die Zeche. Nicht nur fürs Öl sondern obendrein auch noch für
Extra-Abgaben für ineffektive alternaive Energien.
Ein wichtiger Preis, den wir alle zahlen, ist die Entwertung der Kaufkraft unseres Geldes. Denn mit steigenden Energiekosten steigt die Inflation. Doch den schlimmsten Preis, den Millionen zahlen werden: Sie zahlen mit ihrem Leben. Sie sterben den Hungertod. Das wiederum wird weltweit zu Unruhen, Instabilität und gesellschaftlichen Verwerfungen führen. Schon jetzt ist
die Situation in den ärmeren Ländern extrem angespannt. Der Preis für Weizen hat sich in den letzten Jahren vervierfacht. Reis wird zum Luxusgut.
Ich prophezeie heute:
1. Die mangelnde Nutzung von Atomenergie wird als historischer Fehler in die Geschichte eingehen.
2. Die Energie-Not wird Nuklear-Energie in Zukunft unausweichlich machen.
Das bedeutet: Wir stehen vor einem Megazyklus in Sachen Uran. Uran ist der Brennstoff der Zukunft. Es wird das "öl" des 21. Jahrhunderts werden - so wie Öl der Energieträger des 20. Jahrhunderts war. Eine neue Generation
wird Uran als "saubere" Energie ansehen und uns dafür verantwortlich machen, dass wir den Planeten durch Verbrennung von fossilen Brennstoffen an den Rand der totalen Zerstörung manövrierten.
Fazit: Uranminen und Uranexplorer haben eine strahlende Zukunft."
zu sein, dürfte aber m.A. nach eines der entscheidenden -internationalen- Themen der Zukunft sein
-trotzdem eine Ansicht...
"Sehr geehrte Damen und Herren,
"Ich bin die Kraft, die stets das Böse will und stets das Gute schafft."
sagt Mephisto in Goethes Faust. Ein Gutmensch könnte Zweifel bekommen, ob der Weltverbesserer nicht die Kraft ist, die stets
das Gute will und stets das Böse schafft.
Gewerkschaften sind die größten Arbeitsplatzvernichter.
Die Grünen sind die größten Umweltverschmutzer.
Entwicklungshilfe ist verantwortlich für Leid und Elend.
Die Liste ist endlos.
Es ist immer das gleiche: Populistische Parolen, gerichtet an primitive Denkmuster einer tumben Masse, bestimmen Politik und Handeln der modernen Gesellschaft.
Den Biospritwahn haben ja nun auch Umweltschützer mit einem IQ unter 70 begriffen. Bis zur Akzeptanz von Atomenergie wird es aber wohl noch eine Weile dauern. Folge: Die gesamte Welt ist abhängig von fossilen Brennstoffen. Selbst wenn man mal die leidige Klima / Kohlendioxid Diskussion vernachlässigt - Umweltverschmutzung ist bei solchen mittelalterlichen Verbrennungsprozessen unvermeidlich.
Wieso nutzen wir nicht Technologien, die dieses vermeiden? Moderne
Atomkraftwerke haben schon längst nichts mehr zu tun mit Tschernobyl. Genau so wenig wie ein ICE mit einer Dampflokomotive. Doch Dank der "Umweltschützer" setzt sich diese Technik nicht durch.
Wie lange müssen wir noch warten? Bis Hunderte Millionen Menschen
verhungern? Bis Millionen Quadratkilometer Urwald gerodet sind zum Zwecke der Spritherstellung? Bis die Ölquellen versiegen? Bis die
Kohlendioxidwerte astronomische Werte erreichen? Bis die Steuerzahler pleite sind (wegen Subventionierung "alternaiver" Energien, die jetzt schon das Doppelte des ehemaligen Kohlebergbaus betragen)? Bis die Kilowattstunde Strom 2 Euro kostet? Bis der Sprit an den Tankstellen 10 Euro kostet?
Wo wären wir, wenn der Strom heute aus Atomkraftwerken käme? Würde die sinkende Nachfrage nach fossilen Brennstoffen damit nicht die ganze Menschheit entlasten? Wäre Reis nicht billiger, weil es mehr Anbauflächen gäbe?
Und: Nur mit Atomkraftwerken kann man effiziente Wasserentsalzungsanlagen bauen und die Wüste fruchtbar machen. Und nur mithilfe nuklearer Energie wird man in Zukunft überhaupt ans Öl kommen. Beispiel Ölschiefer in Kanada, welcher nur mit ultraheißem Wasserdampf zu bearbeiten ist.
Weniger Ölverbrauch = fallende Energiepreise = sinkende Inflation,
niedrigere Zinsen, solideres Wirtschaftswachstum.
Diese Liste könnte ebenfalls endlos fortgesetzt werden.
Aber nein. Dank der Umweltschützer ist die gesamte Welt zum erpressbaren Opfer der Ölquellen - Besitzer degradiert. Sie diktieren die Preise, wir zahlen die Zeche. Nicht nur fürs Öl sondern obendrein auch noch für
Extra-Abgaben für ineffektive alternaive Energien.
Ein wichtiger Preis, den wir alle zahlen, ist die Entwertung der Kaufkraft unseres Geldes. Denn mit steigenden Energiekosten steigt die Inflation. Doch den schlimmsten Preis, den Millionen zahlen werden: Sie zahlen mit ihrem Leben. Sie sterben den Hungertod. Das wiederum wird weltweit zu Unruhen, Instabilität und gesellschaftlichen Verwerfungen führen. Schon jetzt ist
die Situation in den ärmeren Ländern extrem angespannt. Der Preis für Weizen hat sich in den letzten Jahren vervierfacht. Reis wird zum Luxusgut.
Ich prophezeie heute:
1. Die mangelnde Nutzung von Atomenergie wird als historischer Fehler in die Geschichte eingehen.
2. Die Energie-Not wird Nuklear-Energie in Zukunft unausweichlich machen.
Das bedeutet: Wir stehen vor einem Megazyklus in Sachen Uran. Uran ist der Brennstoff der Zukunft. Es wird das "öl" des 21. Jahrhunderts werden - so wie Öl der Energieträger des 20. Jahrhunderts war. Eine neue Generation
wird Uran als "saubere" Energie ansehen und uns dafür verantwortlich machen, dass wir den Planeten durch Verbrennung von fossilen Brennstoffen an den Rand der totalen Zerstörung manövrierten.
Fazit: Uranminen und Uranexplorer haben eine strahlende Zukunft."
Der SmallcapInvestor, J. Brunner, meinte vor ein paar Tagen,
daß er sich nach der sehr starken Kohlepreisentwicklung
-und wohl weiter starken Aussichten-, sich schon ohne Ende
auf die nächsten (Bilanz)Jahresabschlüsse der Unternehmen
freut.
Der Umsatz dürfte wohl oftmals "explodieren"
-und die Gewinne, bei guten Margen, proportional
noch mehr anziehen("...Das bedeutet, dass die
meisten Kohleerzeuger wahre Cash Cows werden und wir mit Ende
des Jahres auch diese Preissteigerungen in den Bilanzen erstmals sehen werden. ...").
Ein mir interessant scheinender Punkt:
durch besagte Preisentwicklung dürften demnächst auch
ziemlich viele Unternehmen wieder profitabel -möglicherweise
sogar hochprofitabel arbeiten,
die davor dazu einfach nicht im Stande waren.
Sprich, dadurch dürfte die -potenzielle- Auswahl
nochmals sehr sehr viel größer werden, der Sektor dürfte wohl weiterhin sehr sehr starke Aussichten haben,
wenn auch zuletzt -meist die mittel -größeren Unternehmen- großteils schon sehr stark angezogen.
daß er sich nach der sehr starken Kohlepreisentwicklung
-und wohl weiter starken Aussichten-, sich schon ohne Ende
auf die nächsten (Bilanz)Jahresabschlüsse der Unternehmen
freut.
Der Umsatz dürfte wohl oftmals "explodieren"
-und die Gewinne, bei guten Margen, proportional
noch mehr anziehen("...Das bedeutet, dass die
meisten Kohleerzeuger wahre Cash Cows werden und wir mit Ende
des Jahres auch diese Preissteigerungen in den Bilanzen erstmals sehen werden. ...").
Ein mir interessant scheinender Punkt:
durch besagte Preisentwicklung dürften demnächst auch
ziemlich viele Unternehmen wieder profitabel -möglicherweise
sogar hochprofitabel arbeiten,
die davor dazu einfach nicht im Stande waren.
Sprich, dadurch dürfte die -potenzielle- Auswahl
nochmals sehr sehr viel größer werden, der Sektor dürfte wohl weiterhin sehr sehr starke Aussichten haben,
wenn auch zuletzt -meist die mittel -größeren Unternehmen- großteils schon sehr stark angezogen.
glaube noch zwei Unternehmen ausgemacht zu haben,
die es wirklich in sich haben könnten,
muss nochmal genauer nachschauen, wenn es gut aussieht
-in Kürze...
die es wirklich in sich haben könnten,
muss nochmal genauer nachschauen, wenn es gut aussieht
-in Kürze...
Über den Fehler bei Castle Minerals könnte ich mich
wirklich schwarz ärgern, naja.
'Golden Arrow Resources' kommt damit natürlich raus
+das davon betroffene, wohl der EK, werd ich nochmal
überprüfen und gebenenfalls anpassen.
Auch wenn es ärgerlich ist, unter den 20 Unternehmen
müssten eigentlich einige sein, bei Denen eine Ver2ppelung
bis Ende des Jahres noch vorstellbar wäre, mal sehen.
In dem Falle wären die nächsten 1, 2 potenziellen
neuen Aufnahmekandidaten voraussichtlich
doch eher 2 Ölunternehmen.
Peratron -Danke auf jeden Fall für den Hinweis!!
(will mir nachher nichts nachsagen lassen(müssen))
wirklich schwarz ärgern, naja.
'Golden Arrow Resources' kommt damit natürlich raus
+das davon betroffene, wohl der EK, werd ich nochmal
überprüfen und gebenenfalls anpassen.
Auch wenn es ärgerlich ist, unter den 20 Unternehmen
müssten eigentlich einige sein, bei Denen eine Ver2ppelung
bis Ende des Jahres noch vorstellbar wäre, mal sehen.
In dem Falle wären die nächsten 1, 2 potenziellen
neuen Aufnahmekandidaten voraussichtlich
doch eher 2 Ölunternehmen.
Peratron -Danke auf jeden Fall für den Hinweis!!
(will mir nachher nichts nachsagen lassen(müssen))
Antwort auf Beitrag Nr.: 33.981.308 von Popeye82 am 27.04.08 22:13:48Die Lösung ist doch ganz einfach. Erhöhe das Kapital Deines virtuellen Depot und nimm die zusätzlichen Aktien rein.
Wäre doch schade wenn potenzielle vervielfacher nur deshalb
jetzt nicht aufgenommen werden. Jetzt muss eingesammelt werden,
denke nicht das man Ende dieses Jahres noch so günstig einkaufen
kann!
Wäre doch schade wenn potenzielle vervielfacher nur deshalb
jetzt nicht aufgenommen werden. Jetzt muss eingesammelt werden,
denke nicht das man Ende dieses Jahres noch so günstig einkaufen
kann!
Warwick commences Resource Drilling on Pilabara Iron Ore Projects - 28.04.08
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
www.24hgold.com/viewcompanyarticle.aspx?langue=en&articleid=…
"Chinese sale on track: Cape Lambert
Charlotte Dudley
Monday, 28 April 2008
IRON ore hopeful Cape Lambert Iron Ore has scuttled media reports of a Chinese investment pull out, saying its $400 million deal with China Metallurgical Group Corporation is advancing, and the Chinese company’s foreign investment application is on track."
Charlotte Dudley
Monday, 28 April 2008
IRON ore hopeful Cape Lambert Iron Ore has scuttled media reports of a Chinese investment pull out, saying its $400 million deal with China Metallurgical Group Corporation is advancing, and the Chinese company’s foreign investment application is on track."
"Shareholder calls Jupiter EGM
Kate Haycock
Monday, 28 April 2008
LONDON-listed company Red Rock Resources has called on Perth-based junior Jupiter Mines to hold an extraordinary general meeting to encourage the junior to “strengthen its board” and take advantage of iron ore opportunities in Western Australia."
Kate Haycock
Monday, 28 April 2008
LONDON-listed company Red Rock Resources has called on Perth-based junior Jupiter Mines to hold an extraordinary general meeting to encourage the junior to “strengthen its board” and take advantage of iron ore opportunities in Western Australia."
"DSO potential at Wilcherry Hill: Ironclad
Monday, 28 April 2008
Lorna Seatter
SOUTH Australia-focused Ironclad has intersected high-grade magnetite at the Weednanna North prospect at Wilcherry Hill, which the company says has direct shipping ore potential."
www.ironcladmining.com/images/stories/asx/2008/28april08expl…
Monday, 28 April 2008
Lorna Seatter
SOUTH Australia-focused Ironclad has intersected high-grade magnetite at the Weednanna North prospect at Wilcherry Hill, which the company says has direct shipping ore potential."
www.ironcladmining.com/images/stories/asx/2008/28april08expl…
nicht wegen dem Unternehmen an sich, eher weil die
Relationen des Gesamtmarktes ziemlich heftig sind...
"Commerce Resources ergänzt Board mit Ex-Technikchef von HC Starck
Axel Hoppe
Chairman of the Board
Wir sprechen heute mit Axel Hoppe, bis vor kurzem Mitglied des Board von H.C. Starck in Goslar, einem weltweit führenden Produzenten von Tantalmetall. Herr Hoppe wird das Management von Commerce Resources verstärken und dort als „Chairman of the Board“ beitreten.
financial.de im Interview mit Axel Hoppe
financial.de: Herr Hoppe Sie waren bis vor kurzem Mitglied des Board von H.C. Starck, H.C. Starck ist ein Unternehmen mit mehr als 3.000 Mitarbeitern an 13 Standorten und einem Umsatz von nahezu 1 Milliarde Euro. Was hat Sie dazu bewogen einer kleinen Explorationsfirma in Vancouver anzuheuern?
Axel Hoppe: Ich war 30 Jahre Mitglied der Firma Starck und in verschiedensten Positionen tätig, angefangen von der Forschung über Betriebsleitung, Geschäftsbereichsleitung und letztendlich im Board der Firma. Im Jahr 2006 ergab sich dann eine gravierende Änderung in der Entwicklungsgeschichte von Starck: die Firma Bayer hat sich entschlossen unter anderem Starck zu veräußern. Ich war voll im Verkaufsprozess involviert und lernte so die Zukunftsabsichten der unterschiedlichen Kaufinteressenten kennen.
Letztlich erfolgte der Zuschlag an Private Equity Funds, und zwar an The Carlyle Group und Advent International. Deren zukünftige Geschäftspolitik deckte sich nicht mit meinen Vorstellungen, insbesondere was Unternehmenswerte betrifft. Als Konsequenz habe ich mich von der Firma Starck getrennt und habe für einen gewissen Zeitraum mein Leben als Privatier genossen.
Aber mit 56 Jahren ist man natürlich noch zu jung, um die Hände in den Schoß zu legen. Ich habe den Tantalmarkt immer aufmerksam verfolgt und hatte unter anderem auch ein Auge auf Commerce Resources geworfen. So habe ich festgestellt, dass die Commerce in der Tat ein substantielles Tantal- und Niob-Rohstoffvorkommen in der Erde hat. Commerce kann Unterstützung gebrauchen, um dieses Rohstoffvorkommen auch tatsächlich dem Tantalmarkt zur Verfügung zu stellen. Diese Aufgabe, die sich mir schließlich in verschiedenen Gesprächen bot, hat mich gereizt. Deshalb habe ich bei dieser kleinen Firma angeheuert, wo man noch jeden kennt, mit jedem persönlich umgeht und wo man noch eine ganze Menge bewegen kann.
financial.de: Auf Ihrer Visitenkarte steht „Dr. rer. Nat.“. Sie sind, also Dr. der Chemie. Worin genau bestand Ihre Aufgabe bei H.C. Starck?
Axel Hoppe: Ich habe den klassischen Werdegang eines Chemikers in der chemischen Industrie durchlaufen, angefangen in der Forschungsabteilung für etwa zweieinhalb Jahre. Ich habe einige Patente gemacht und anschließend für einige Jahre einen Betrieb geleitet. Dabei bin ich das erste Mal mit Tantal in Berührung gekommen, genauer gesagt mit der Herstellung von Tantalmetallpulver in Kondensatorqualität. Seit 1990 bin ich dann aufgestiegen und war der Geschäftsbereichsleiter Tantal. Eine anschließende Umorganisation und Marktausrichtung führte letztendlich zum noch heute existierenden Geschäftbereich Elektronik und Optik, wo hauptsächlich Tantalprodukte, Niobprodukte und andere Produkte für die Elektronik- und Optikindustrie produziert und vertrieben werden.
Ich war dort verantwortlich für Umsatz und Ergebnis weltweit, das waren damals 6 Standorte, in Asien, in Nordamerika und in Europa. Das Ganze lief bis zum Jahr 2000, danach bin ich aufgerückt zum obersten Techniker von Starck. Ich habe den Bereich Produktion und Technik bei Starck weltweit geleitet, war für Engineering, Umweltschutz und sämtliche Supportfunktionen sowie für die Technik zuständig. Seinerzeit bin ich auch ins Board von Starck berufen worden, habe aber meine Affinität zum Tantal nie richtig verloren. So war ich seit 1996 Mitglied im Exekutivkommitee des Tantal-/ Niob-Industrieverbandes und war in diesem Zeitraum zweimal dessen Präsident, letztmalig im Jahr 2007.
financial.de: D.h. man kann Sie sowohl in technischer Hinsicht als auch auf der Vertriebsseite als einen führenden Experten für Tantal bezeichnen?[/b]
Axel Hoppe: Ja, das könnte man.
financial.de: Wie würden Sie aus Ihrer langjährigen Kenntnis der Vertriebswege und der Anwendungen von Tantalprodukten die Aussichten für den Tantalmarkt bzw. für die Tantalindustrie beschreiben?
Axel Hoppe: Der Tantalmarkt ist im Vergleich zu anderen Metallmärkten sehr, sehr klein. Weltweit werden derzeit etwa 6 Millionen Pfund Ta2O5 (Tantaloxyd) hergestellt und verbraucht. Das sind auf Metallbasis umgerechnet etwa 2.200 Tonnen Metallinhalt. Wenn Sie das Ganze in einen Würfel packen, dann hätte dieser Würfel eine Kantenlänge von etwa fünf Metern - mehr ist die gesamte Weltproduktion Tantal nicht. Man könnte den Tantalmarkt als Oligopol bezeichnen: Es gibt weltweit nur sehr wenige Produzenten von Tantalrohstoffkonzentraten und darunter praktisch nur einen industriellen Hersteller, nämlich die australische Firma Talison Minerals, die vormalige Sons of Gwalia. Auf der Verarbeitungsseite gibt es auch nur eine Hand voll Prozessoren, also Firmen, die Tantal-, Niob-Rohstoffe auf chemischem Weg zu Intermediärprodukten und letztendlich zu reinem Tantalmetall oder reinem Tantaloxyd verarbeiten.
Und es gibt auch nur eine relativ begrenzte Anzahl an Endkunden, etwa die Hersteller von Elektrolytkondensatoren, Hersteller von Superlegierungen, Hersteller von Hartmetallen auf Wolframkarbidbasis und einige Kunden aus der optischen Industrie, die Tantal- und Nioboxyd für hochwertige Kameralinsen einsetzen. Darüber hinaus geht auch Material in die Halbleiterindustrie in Form von Sputtertargets für die neue Generation von Prozessoren.
financial.de: Rechnen Sie mit steigender Nachfrage? Oder hat die Industrie eher ein Problem auf der Angebotsseite?
Axel Hoppe: Die Wachstumsaussichten für den Tantalmarkt sind sehr eng an das Wachstum der Elektonikindustrie gekoppelt, speziell an die Zyklen der Halbleiterindustrie. Die CPU´s für Computer wie für Mobiltelefone und auch die Speicherchips benötigen für ihre interne Stromversorgung Kondensatoren, hauptsächlich solche aus Tantal wegen der Zuverlässigkeit und der geringen Baugröße. Von daher hat der Tantalmarkt mit einem entsprechend zugrunde liegendem Wachstum wie das der Chipindustrie zu rechnen. Allerdings schreitet der Trend zur Miniaturisierung weiter voran, auch die Kondensatorpulverhersteller stellen immer neuere und effizientere Qualitäten dem Markt zur Verfügung.Insgesamt würde ich schätzen, dass die Ta-Industrie ein durchschnittliches, jährliches Wachstum von 4-6% erwarten kann.
Wenn man bedenkt, dass es für einen so wichtigen Rohstoff bis dato nur einen nennenswerten industriellen Hersteller gibt, liegt darin natürlich eine gewisse Gefahr für die Versorgungssicherheit. Aber hier sehe ich die Chance für Commerce Resources, sich als zweiter substantieller Produzent von Tantalkonzentrat zu etablieren. Man muss ganz klar sehen, woher der nicht industriell gewonnene Teil der Tantalrohstoffe kommt: aus Südamerika, aus dem zentralen Afrika oder aber - mit abnehmender Bedeutung - aus dem südostasiatischen Raum. Die Produktionen dort erfolgen meist in Handarbeit (Garimpeiros) und unter Bedingungen, die nicht einem gewissen industriellen Mindeststandard an Arbeitssicherheit entsprechen.
Außerdem ist bei vielen dieser Produktionsstätten der Zwischenhandel involviert, der naturgemäß anderen Interessen als denen einer langfristigen Versorgungssicherheit den Vorzug gibt. Darauf kann die Endabnehmerindustrie aber nur schwerlich eine planbare Rohstoffverfügbarkeit aufbauen. Nun ist auf einmal eine große, immer noch nicht vollständig explorierte Rohstoffquelle in Kanada, in British Columbia aufgefunden worden, in einem politisch stabilen Land, mit Infrastruktur und sämtlichen Gegebenheiten, die heutzutage erforderlich sind, um eine industrielles Rohstoffunternehmen aufzubauen. Wenn ich sage, noch nicht vollständig exploriert, dann meine ich, dass der gesamte Umfang des Erzkörpers im Boden noch gar nicht vollständig erkundet wurde. Trotzdem kann man heute schon sagen, dass die bekannten Vorräte schon eine substantielle Lagerstätte bilden.
financial.de: Ihr Titel bei Commerce lautet „Chairman of the Board“. Können Sie bitte erläutern, was das genau beinhaltet?
Axel Hoppe: Titel haben mich eigentlich noch nie interessiert und wenn ich Chairman of the Board bin, bin ich Chairman of the Board. Ich fange bei der Firma Commerce an unter der Maßgabe, dass ich unabhängig bleibe. Ich bin also als Chairman of the Board ein externes, unabhängiges Mitglied der Firma. Diese Unabhängigkeit möchte ich mir auch für die Zukunft bewahren. Das liegt einfach an meiner jetzigen Lebenseinstellung.
Chairman of the Board ist zwischen dem Vorstandsvorsitzenden und dem Aufsichtsratvorsitzenden angesiedelt, wenn man das nach deutschem Sprachgebrauch sieht, also nicht rein operativ. Ich werde mich aber bevorzugt um die technischen Gegebenheiten bei Commerce und mit den technischen Weiterentwicklungsmöglichkeiten beschäftigen. Ich sehe meine Aufgabe darin, die hervorragende Arbeit, die die Geologen bisher gemacht haben, soweit fortzusetzen, dass sich Commerce in 2 bis 3 Jahren als Rohstoffproduzent etablieren kann.
financial.de: Herzlichen Dank für das Gespräch."
Relationen des Gesamtmarktes ziemlich heftig sind...
"Commerce Resources ergänzt Board mit Ex-Technikchef von HC Starck
Axel Hoppe
Chairman of the Board
Wir sprechen heute mit Axel Hoppe, bis vor kurzem Mitglied des Board von H.C. Starck in Goslar, einem weltweit führenden Produzenten von Tantalmetall. Herr Hoppe wird das Management von Commerce Resources verstärken und dort als „Chairman of the Board“ beitreten.
financial.de im Interview mit Axel Hoppe
financial.de: Herr Hoppe Sie waren bis vor kurzem Mitglied des Board von H.C. Starck, H.C. Starck ist ein Unternehmen mit mehr als 3.000 Mitarbeitern an 13 Standorten und einem Umsatz von nahezu 1 Milliarde Euro. Was hat Sie dazu bewogen einer kleinen Explorationsfirma in Vancouver anzuheuern?
Axel Hoppe: Ich war 30 Jahre Mitglied der Firma Starck und in verschiedensten Positionen tätig, angefangen von der Forschung über Betriebsleitung, Geschäftsbereichsleitung und letztendlich im Board der Firma. Im Jahr 2006 ergab sich dann eine gravierende Änderung in der Entwicklungsgeschichte von Starck: die Firma Bayer hat sich entschlossen unter anderem Starck zu veräußern. Ich war voll im Verkaufsprozess involviert und lernte so die Zukunftsabsichten der unterschiedlichen Kaufinteressenten kennen.
Letztlich erfolgte der Zuschlag an Private Equity Funds, und zwar an The Carlyle Group und Advent International. Deren zukünftige Geschäftspolitik deckte sich nicht mit meinen Vorstellungen, insbesondere was Unternehmenswerte betrifft. Als Konsequenz habe ich mich von der Firma Starck getrennt und habe für einen gewissen Zeitraum mein Leben als Privatier genossen.
Aber mit 56 Jahren ist man natürlich noch zu jung, um die Hände in den Schoß zu legen. Ich habe den Tantalmarkt immer aufmerksam verfolgt und hatte unter anderem auch ein Auge auf Commerce Resources geworfen. So habe ich festgestellt, dass die Commerce in der Tat ein substantielles Tantal- und Niob-Rohstoffvorkommen in der Erde hat. Commerce kann Unterstützung gebrauchen, um dieses Rohstoffvorkommen auch tatsächlich dem Tantalmarkt zur Verfügung zu stellen. Diese Aufgabe, die sich mir schließlich in verschiedenen Gesprächen bot, hat mich gereizt. Deshalb habe ich bei dieser kleinen Firma angeheuert, wo man noch jeden kennt, mit jedem persönlich umgeht und wo man noch eine ganze Menge bewegen kann.
financial.de: Auf Ihrer Visitenkarte steht „Dr. rer. Nat.“. Sie sind, also Dr. der Chemie. Worin genau bestand Ihre Aufgabe bei H.C. Starck?
Axel Hoppe: Ich habe den klassischen Werdegang eines Chemikers in der chemischen Industrie durchlaufen, angefangen in der Forschungsabteilung für etwa zweieinhalb Jahre. Ich habe einige Patente gemacht und anschließend für einige Jahre einen Betrieb geleitet. Dabei bin ich das erste Mal mit Tantal in Berührung gekommen, genauer gesagt mit der Herstellung von Tantalmetallpulver in Kondensatorqualität. Seit 1990 bin ich dann aufgestiegen und war der Geschäftsbereichsleiter Tantal. Eine anschließende Umorganisation und Marktausrichtung führte letztendlich zum noch heute existierenden Geschäftbereich Elektronik und Optik, wo hauptsächlich Tantalprodukte, Niobprodukte und andere Produkte für die Elektronik- und Optikindustrie produziert und vertrieben werden.
Ich war dort verantwortlich für Umsatz und Ergebnis weltweit, das waren damals 6 Standorte, in Asien, in Nordamerika und in Europa. Das Ganze lief bis zum Jahr 2000, danach bin ich aufgerückt zum obersten Techniker von Starck. Ich habe den Bereich Produktion und Technik bei Starck weltweit geleitet, war für Engineering, Umweltschutz und sämtliche Supportfunktionen sowie für die Technik zuständig. Seinerzeit bin ich auch ins Board von Starck berufen worden, habe aber meine Affinität zum Tantal nie richtig verloren. So war ich seit 1996 Mitglied im Exekutivkommitee des Tantal-/ Niob-Industrieverbandes und war in diesem Zeitraum zweimal dessen Präsident, letztmalig im Jahr 2007.
financial.de: D.h. man kann Sie sowohl in technischer Hinsicht als auch auf der Vertriebsseite als einen führenden Experten für Tantal bezeichnen?[/b]
Axel Hoppe: Ja, das könnte man.
financial.de: Wie würden Sie aus Ihrer langjährigen Kenntnis der Vertriebswege und der Anwendungen von Tantalprodukten die Aussichten für den Tantalmarkt bzw. für die Tantalindustrie beschreiben?
Axel Hoppe: Der Tantalmarkt ist im Vergleich zu anderen Metallmärkten sehr, sehr klein. Weltweit werden derzeit etwa 6 Millionen Pfund Ta2O5 (Tantaloxyd) hergestellt und verbraucht. Das sind auf Metallbasis umgerechnet etwa 2.200 Tonnen Metallinhalt. Wenn Sie das Ganze in einen Würfel packen, dann hätte dieser Würfel eine Kantenlänge von etwa fünf Metern - mehr ist die gesamte Weltproduktion Tantal nicht. Man könnte den Tantalmarkt als Oligopol bezeichnen: Es gibt weltweit nur sehr wenige Produzenten von Tantalrohstoffkonzentraten und darunter praktisch nur einen industriellen Hersteller, nämlich die australische Firma Talison Minerals, die vormalige Sons of Gwalia. Auf der Verarbeitungsseite gibt es auch nur eine Hand voll Prozessoren, also Firmen, die Tantal-, Niob-Rohstoffe auf chemischem Weg zu Intermediärprodukten und letztendlich zu reinem Tantalmetall oder reinem Tantaloxyd verarbeiten.
Und es gibt auch nur eine relativ begrenzte Anzahl an Endkunden, etwa die Hersteller von Elektrolytkondensatoren, Hersteller von Superlegierungen, Hersteller von Hartmetallen auf Wolframkarbidbasis und einige Kunden aus der optischen Industrie, die Tantal- und Nioboxyd für hochwertige Kameralinsen einsetzen. Darüber hinaus geht auch Material in die Halbleiterindustrie in Form von Sputtertargets für die neue Generation von Prozessoren.
financial.de: Rechnen Sie mit steigender Nachfrage? Oder hat die Industrie eher ein Problem auf der Angebotsseite?
Axel Hoppe: Die Wachstumsaussichten für den Tantalmarkt sind sehr eng an das Wachstum der Elektonikindustrie gekoppelt, speziell an die Zyklen der Halbleiterindustrie. Die CPU´s für Computer wie für Mobiltelefone und auch die Speicherchips benötigen für ihre interne Stromversorgung Kondensatoren, hauptsächlich solche aus Tantal wegen der Zuverlässigkeit und der geringen Baugröße. Von daher hat der Tantalmarkt mit einem entsprechend zugrunde liegendem Wachstum wie das der Chipindustrie zu rechnen. Allerdings schreitet der Trend zur Miniaturisierung weiter voran, auch die Kondensatorpulverhersteller stellen immer neuere und effizientere Qualitäten dem Markt zur Verfügung.Insgesamt würde ich schätzen, dass die Ta-Industrie ein durchschnittliches, jährliches Wachstum von 4-6% erwarten kann.
Wenn man bedenkt, dass es für einen so wichtigen Rohstoff bis dato nur einen nennenswerten industriellen Hersteller gibt, liegt darin natürlich eine gewisse Gefahr für die Versorgungssicherheit. Aber hier sehe ich die Chance für Commerce Resources, sich als zweiter substantieller Produzent von Tantalkonzentrat zu etablieren. Man muss ganz klar sehen, woher der nicht industriell gewonnene Teil der Tantalrohstoffe kommt: aus Südamerika, aus dem zentralen Afrika oder aber - mit abnehmender Bedeutung - aus dem südostasiatischen Raum. Die Produktionen dort erfolgen meist in Handarbeit (Garimpeiros) und unter Bedingungen, die nicht einem gewissen industriellen Mindeststandard an Arbeitssicherheit entsprechen.
Außerdem ist bei vielen dieser Produktionsstätten der Zwischenhandel involviert, der naturgemäß anderen Interessen als denen einer langfristigen Versorgungssicherheit den Vorzug gibt. Darauf kann die Endabnehmerindustrie aber nur schwerlich eine planbare Rohstoffverfügbarkeit aufbauen. Nun ist auf einmal eine große, immer noch nicht vollständig explorierte Rohstoffquelle in Kanada, in British Columbia aufgefunden worden, in einem politisch stabilen Land, mit Infrastruktur und sämtlichen Gegebenheiten, die heutzutage erforderlich sind, um eine industrielles Rohstoffunternehmen aufzubauen. Wenn ich sage, noch nicht vollständig exploriert, dann meine ich, dass der gesamte Umfang des Erzkörpers im Boden noch gar nicht vollständig erkundet wurde. Trotzdem kann man heute schon sagen, dass die bekannten Vorräte schon eine substantielle Lagerstätte bilden.
financial.de: Ihr Titel bei Commerce lautet „Chairman of the Board“. Können Sie bitte erläutern, was das genau beinhaltet?
Axel Hoppe: Titel haben mich eigentlich noch nie interessiert und wenn ich Chairman of the Board bin, bin ich Chairman of the Board. Ich fange bei der Firma Commerce an unter der Maßgabe, dass ich unabhängig bleibe. Ich bin also als Chairman of the Board ein externes, unabhängiges Mitglied der Firma. Diese Unabhängigkeit möchte ich mir auch für die Zukunft bewahren. Das liegt einfach an meiner jetzigen Lebenseinstellung.
Chairman of the Board ist zwischen dem Vorstandsvorsitzenden und dem Aufsichtsratvorsitzenden angesiedelt, wenn man das nach deutschem Sprachgebrauch sieht, also nicht rein operativ. Ich werde mich aber bevorzugt um die technischen Gegebenheiten bei Commerce und mit den technischen Weiterentwicklungsmöglichkeiten beschäftigen. Ich sehe meine Aufgabe darin, die hervorragende Arbeit, die die Geologen bisher gemacht haben, soweit fortzusetzen, dass sich Commerce in 2 bis 3 Jahren als Rohstoffproduzent etablieren kann.
financial.de: Herzlichen Dank für das Gespräch."
"April 27, 2008
That Was The Week That Was … In Australia
By Our Man in Oz
Minews. Good morning Australia. It looks like it was another good week for your iron ore and coal stocks?
Oz. It was, and that helped offset some fairly ordinary trading in a week shortened by the Anzac Day holiday on Friday. Base metal and gold stocks put in a mixed performance, with most gold stocks trending down, while nickel stocks lead the way among the base metals. Uranium attracted some buyer interest, but not enough to produce a sector-wide recovery. Overall, the mining sector on the ASX was up an impressive 3.5 per cent, but much of that was attributable to the big two, BHP Billiton and Rio Tinto.
Minews. Let’s start with iron ore, because that also seems to be at the centre of an interesting trade dispute with your number one trading partner, China.
Oz. Yes, the situation with China is becoming extremely interesting. Last week government-to-government negotiations reportedly lead to the Chinese withdrawing a series of planned asset acquisitions in Australia. No-one seems quite sure where this will all lead, but apparently the Australian Government has voiced concern that China wants to buy mining assets rather than simply buying the end products.
On the market, most iron ore stocks rose. The speculator’s favourite, Fortescue Metals, (FMG) lead the way, putting in a rise of A42 cents to close up 5.8 per cent at A$7.60. Atlas Iron (AGO) came out of a trading halt after it announced plans to raise A$100 million to accelerate its exploration and mine development plans. The shares rose A12 cents, up 5.5 per cent to close at A$2.32. Meanwhile Giralia (GIR), which is sitting on an excellent suite of iron ore exploration tenements, was one of the hottest stocks in the sector, rising a very sharp A24 cents to A$1.45. And Northern Iron (NFE), the Australian company re-developing an old Norwegian mine, continues to power along, rising A23 cents last week to close up 6.5 per cent at A$3.78, just A1 cent short of the mid-February all time.
Other iron ore stocks trending up included Grange (GRR), which has returned to popularity after a down period. It rose A6 cents to close up 3.6 per cent at A$1.74. Perhaps of more interest than that recent strength is the fact that Grange has now risen by A49 cents, or 29 per cent, since it touched a 12 month low of A$1.25 as recently as 19th March - just 24 trading days ago. BC Iron (BCI) was also in demand after an unusual sell-off which followed the release of excellent exploration results. BC Iron rose A7.5 cents, to close up 8 per cent at A$1.02.
Iron ore stocks that lost ground were harder to find, but Gindalbie (GBG) weakened by A2.5 cents to close down 2.9 per cent at A83.5 cents. Territory Iron (TTY) slipped A2 cents to A92 cents, but chief executive Michael Kiernan told Minews in a brief chat during the week that recent management changes at the company’s mine site were delivering production and shipping improvements.
Minews. Time to have a look at your coal stocks, please.
Oz. The star of the coal sector was Macarthur Coal (MCC) which snatched the headlines with a powerful upward price run as it was kicked into takeover play by news that its founder, Ken Talbot, is off-loading his stake in the business to focus on corruption charges laid against him by the Queensland police. That development was enough to add A$3.34, or 25.2 per cent, to Macarthur, which closed on Thursday at an all-time high of A$16.59.
Other coal stocks on the move included Felix (FLX), which caught a whiff of the Macarthur takeover speculation and rose A$2.20 to A$14.30. Riversdale (RIV) rose A66 cents to A$8.46, and Centennial (CEY) was up A26 cents to A$4.80. Going against the trend after a couple of strong weeks was Coal of Africa (CZA), which slipped A10 cents to A$2.80, after it signed an off-take agreement with ArcelorMittal. The deal came with a share placement that was some way below the previously prevailing market price.
Minews. Gold stocks now please, even if the news is negative.
Oz. Not a good four days for the gold sector, with worse likely next week after the gold price closed down in London on Friday. However, there was one fascinating move among ASX-listed gold stocks. On the day we carried a report about the similarities between new minesite member Silver Lake Resources (SLR) and the old Western Mining Corporation there was a sharp increase in trade in Silver Lake. The stock rose by A2.5 cents, or 8.3 per cent, to A32.5 cents. It’s never certain what drives a stock but it appears that Minesite was the only news outlet to carry a Silver Lake story last week. Other gold stocks on the rise were hard to find. Perseus (PRU) rose A2 cents to A$1.13. Allied (ALD) and Kingsgate (KCN) managed to add A1 cent each to rise to A74 cents and A$4.11 respectively. Northern Gold (NGF) put in an even more modest rise, up half a cent to A40 cents.
Stocks on the slide included Newcrest (NCM) which slumped an alarming A$2.94, or 8.8 per cent, to A$30.40. Centamin Egypt (CNT) fell A12 cents, or 7.7 per cent, to A$1.43. Troy (TRY) fell by A13 cents to A$2.50, and St Barbara dropped A4 cents to A76.5 cents.
Minews. Base metals to finish, please, starting with nickels.
Oz. The entire nickel sector was moderately stronger, with one outstanding performance. Western Areas (WSA), which seems to be a takeover waiting to happen, hit a fresh 12 month high of A$8.38 in early Thursday trade, before easing to close at A$8.23, up A53 cents. Mincor (MCR) was the only other significant riser. Mincor rose A24 cents to A$3.46. More minor adjustments came from Albidon (ALB), which rose a modest A7 cents to A$4.07, and Sally Malay which rose A3 cents to A$5.08.
Copper stocks were mixed. Oxiana (OXR) was up A5 cents to A$3.38, but CopperCo (CUO) dropped A5 cents, or 7.6 per cent, to A$60.5 cent. Elsewhere, zinc stocks barely moved, but there was strong demand for some of the more exotic mineral producers such as Windimurra Vanadium (WVL) which rose A21 cents, or 10.7 per cent, to A$2.18 after it reported encouraging news from its vanadium mine re-development.
Minews. Thanks Oz."
That Was The Week That Was … In Australia
By Our Man in Oz
Minews. Good morning Australia. It looks like it was another good week for your iron ore and coal stocks?
Oz. It was, and that helped offset some fairly ordinary trading in a week shortened by the Anzac Day holiday on Friday. Base metal and gold stocks put in a mixed performance, with most gold stocks trending down, while nickel stocks lead the way among the base metals. Uranium attracted some buyer interest, but not enough to produce a sector-wide recovery. Overall, the mining sector on the ASX was up an impressive 3.5 per cent, but much of that was attributable to the big two, BHP Billiton and Rio Tinto.
Minews. Let’s start with iron ore, because that also seems to be at the centre of an interesting trade dispute with your number one trading partner, China.
Oz. Yes, the situation with China is becoming extremely interesting. Last week government-to-government negotiations reportedly lead to the Chinese withdrawing a series of planned asset acquisitions in Australia. No-one seems quite sure where this will all lead, but apparently the Australian Government has voiced concern that China wants to buy mining assets rather than simply buying the end products.
On the market, most iron ore stocks rose. The speculator’s favourite, Fortescue Metals, (FMG) lead the way, putting in a rise of A42 cents to close up 5.8 per cent at A$7.60. Atlas Iron (AGO) came out of a trading halt after it announced plans to raise A$100 million to accelerate its exploration and mine development plans. The shares rose A12 cents, up 5.5 per cent to close at A$2.32. Meanwhile Giralia (GIR), which is sitting on an excellent suite of iron ore exploration tenements, was one of the hottest stocks in the sector, rising a very sharp A24 cents to A$1.45. And Northern Iron (NFE), the Australian company re-developing an old Norwegian mine, continues to power along, rising A23 cents last week to close up 6.5 per cent at A$3.78, just A1 cent short of the mid-February all time.
Other iron ore stocks trending up included Grange (GRR), which has returned to popularity after a down period. It rose A6 cents to close up 3.6 per cent at A$1.74. Perhaps of more interest than that recent strength is the fact that Grange has now risen by A49 cents, or 29 per cent, since it touched a 12 month low of A$1.25 as recently as 19th March - just 24 trading days ago. BC Iron (BCI) was also in demand after an unusual sell-off which followed the release of excellent exploration results. BC Iron rose A7.5 cents, to close up 8 per cent at A$1.02.
Iron ore stocks that lost ground were harder to find, but Gindalbie (GBG) weakened by A2.5 cents to close down 2.9 per cent at A83.5 cents. Territory Iron (TTY) slipped A2 cents to A92 cents, but chief executive Michael Kiernan told Minews in a brief chat during the week that recent management changes at the company’s mine site were delivering production and shipping improvements.
Minews. Time to have a look at your coal stocks, please.
Oz. The star of the coal sector was Macarthur Coal (MCC) which snatched the headlines with a powerful upward price run as it was kicked into takeover play by news that its founder, Ken Talbot, is off-loading his stake in the business to focus on corruption charges laid against him by the Queensland police. That development was enough to add A$3.34, or 25.2 per cent, to Macarthur, which closed on Thursday at an all-time high of A$16.59.
Other coal stocks on the move included Felix (FLX), which caught a whiff of the Macarthur takeover speculation and rose A$2.20 to A$14.30. Riversdale (RIV) rose A66 cents to A$8.46, and Centennial (CEY) was up A26 cents to A$4.80. Going against the trend after a couple of strong weeks was Coal of Africa (CZA), which slipped A10 cents to A$2.80, after it signed an off-take agreement with ArcelorMittal. The deal came with a share placement that was some way below the previously prevailing market price.
Minews. Gold stocks now please, even if the news is negative.
Oz. Not a good four days for the gold sector, with worse likely next week after the gold price closed down in London on Friday. However, there was one fascinating move among ASX-listed gold stocks. On the day we carried a report about the similarities between new minesite member Silver Lake Resources (SLR) and the old Western Mining Corporation there was a sharp increase in trade in Silver Lake. The stock rose by A2.5 cents, or 8.3 per cent, to A32.5 cents. It’s never certain what drives a stock but it appears that Minesite was the only news outlet to carry a Silver Lake story last week. Other gold stocks on the rise were hard to find. Perseus (PRU) rose A2 cents to A$1.13. Allied (ALD) and Kingsgate (KCN) managed to add A1 cent each to rise to A74 cents and A$4.11 respectively. Northern Gold (NGF) put in an even more modest rise, up half a cent to A40 cents.
Stocks on the slide included Newcrest (NCM) which slumped an alarming A$2.94, or 8.8 per cent, to A$30.40. Centamin Egypt (CNT) fell A12 cents, or 7.7 per cent, to A$1.43. Troy (TRY) fell by A13 cents to A$2.50, and St Barbara dropped A4 cents to A76.5 cents.
Minews. Base metals to finish, please, starting with nickels.
Oz. The entire nickel sector was moderately stronger, with one outstanding performance. Western Areas (WSA), which seems to be a takeover waiting to happen, hit a fresh 12 month high of A$8.38 in early Thursday trade, before easing to close at A$8.23, up A53 cents. Mincor (MCR) was the only other significant riser. Mincor rose A24 cents to A$3.46. More minor adjustments came from Albidon (ALB), which rose a modest A7 cents to A$4.07, and Sally Malay which rose A3 cents to A$5.08.
Copper stocks were mixed. Oxiana (OXR) was up A5 cents to A$3.38, but CopperCo (CUO) dropped A5 cents, or 7.6 per cent, to A$60.5 cent. Elsewhere, zinc stocks barely moved, but there was strong demand for some of the more exotic mineral producers such as Windimurra Vanadium (WVL) which rose A21 cents, or 10.7 per cent, to A$2.18 after it reported encouraging news from its vanadium mine re-development.
Minews. Thanks Oz."
April 25, 2008
Broker Valuations For Ecuador’s Mining Companies Yo-Yo As Politicians Talk Tough
www.minesite.com/index.php?id=singlenews&no_cache=1&tx_ttnew…
Broker Valuations For Ecuador’s Mining Companies Yo-Yo As Politicians Talk Tough
www.minesite.com/index.php?id=singlenews&no_cache=1&tx_ttnew…
Kann zu diesem Unternehmen derzeit absolut nichts sagen,
bin gerade eben drüber gestolpert,
aber Grab Samples von bis zu 39%Ni und 60% Co(!!!!!),
dazu noch Gold, fand ich einfach heftig
(vor allem gebietsmässig durchaus gestreut)
Goldminex Research - 26.02.08, Credit Suisse
www.goldminex.com.au/files/goldminex_research_report_2008.pd…
k. Ahnung, wollts trotzdem mal einfach kurz reinstellen...
(werd's mir wohl noch genauer angucken)
WSite
www.goldminex.com.au
Presentation - March08
www.goldminex.com.au/files/goldminex_presentation_march_2008…
New Nickel Sulphide Discoveries - 09.04.08
http://goldminexcomau.melbourneitwebsites.com/auth/main/sb/p…
The Australian Article - 7 Apr 2008
http://goldminexcomau.melbourneitwebsites.com/auth/main/sb/p…
Prospectus
www.goldminex.com.au/files/prospectus/goldminex_prospectus_f…
Das könnte eventl. mal ein schön profitabler Abbau werden.
bin gerade eben drüber gestolpert,
aber Grab Samples von bis zu 39%Ni und 60% Co(!!!!!),
dazu noch Gold, fand ich einfach heftig
(vor allem gebietsmässig durchaus gestreut)
Goldminex Research - 26.02.08, Credit Suisse
www.goldminex.com.au/files/goldminex_research_report_2008.pd…
k. Ahnung, wollts trotzdem mal einfach kurz reinstellen...
(werd's mir wohl noch genauer angucken)
WSite
www.goldminex.com.au
Presentation - March08
www.goldminex.com.au/files/goldminex_presentation_march_2008…
New Nickel Sulphide Discoveries - 09.04.08
http://goldminexcomau.melbourneitwebsites.com/auth/main/sb/p…
The Australian Article - 7 Apr 2008
http://goldminexcomau.melbourneitwebsites.com/auth/main/sb/p…
Prospectus
www.goldminex.com.au/files/prospectus/goldminex_prospectus_f…
Das könnte eventl. mal ein schön profitabler Abbau werden.
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