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    Silvercorp Metals - Jetzt geht\'s hier richtig los! (Seite 415)

    eröffnet am 11.12.06 17:04:22 von
    neuester Beitrag 12.05.24 20:28:57 von
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    ISIN: CA82835P1036 · WKN: A0EAS0 · Symbol: S9Y
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     Ja Nein
      Avatar
      schrieb am 06.01.09 15:02:31
      Beitrag Nr. 671 ()
      Antwort auf Beitrag Nr.: 36.310.258 von eifelcash am 05.01.09 22:21:49allen ein frohes, neues verbunden mit viel gesundheit;

      was mir mehr als positiv auffällt bzw. beeindruckt ist
      die tatsache der management- und staff- gehaltskürzungen.
      im gegensatz zu den üblichen gepflogenheiten und den üblichen
      verdächtigen scheint man hier nach dem prinzip zu handeln,
      geht´s uns gut , geht´s auch den mitarbeitern gut (incl.
      den chef´s) , wenn nicht ziehen wir trotzdem an einem strang.

      dies ist mit sicherheit über alle ebenen hin geschäftsfördernd
      und stärkt die moral und das engagement.

      wenn die chef´s mit gutem beispiel (kürzung um 25%) vorangehen
      wird auch der kleine mitarbeiter bereit sein , seine 5 % beizu-
      tragen.

      ich wünschte mir auch in D würde mal eine solche moral- wenn
      auch nur ansatzweise - bzw. einstellung greifen.

      weiterhin allen viel erfolg mit diesem invest
      elsolivars
      Avatar
      schrieb am 05.01.09 22:21:49
      Beitrag Nr. 670 ()
      Antwort auf Beitrag Nr.: 36.308.054 von MrRipley am 05.01.09 18:43:35Mir gefällt die Firma schon ungefähr seit zwei Jahren.

      Gutes neues Jahr alen Investierten und danke für eure Arbeit hier.

      Wo ist denn threadpapa sloopjohn?:look:
      Wird sich doch nicht mit der ganzen gewonnenen Kohle aus 2008 abgesetzt haben? Oder er schaut vor Ort mal nach dem Rechten...;)

      Besonderen Dank an wolfi für die penetrante mailoffensive ans MgM.

      Liebe Grüße und beste Zahlen,

      eifelcash
      Avatar
      schrieb am 05.01.09 18:43:35
      Beitrag Nr. 669 ()
      mir gefällt die Firma immer besser!:-)

      Sauberes Management, serh vorausschauend.

      Und immer antizyklisch denken, ich kaufe lieber Unternehmen, die 9:10 auf Sell als 9:10 auf Buy gestuft werden!!!
      Avatar
      schrieb am 05.01.09 13:01:29
      Beitrag Nr. 668 ()
      Hallo zusammen,

      allen noch ein erfolgreiches, vor allem aber gesundes Jahr 2009!

      Vielen Dank an saltamonte und videomart für das Einstellend er Artikel.
      @videomart: Bist du auch hier investiert, "kenne" dich schon lange aus dem Thread von TCM:)

      Kommentar zu den Meldungen:

      Das SVM zunächst seine Explorations- und Entwicklungsarbeiten herunterfährt/einstellt, ist völlig verständlich und zeigt, dass das Management zunächst einmal den Werterhalt priorisiert und erstmal nur mit der Ying-Mine weiterhin positiven Cash-Flow erzeugen will. Dies halte ich für eine gute und im Sinne der Aktionäre bedachte Entscheidung!
      SVM ist in der glücklichen Lage, dass sie in China äußerst flexibel auf geänderte Rahmenbedingungen reagieren können. Andere Player haben da sicher größere Schwierigkeiten. Wenn sich die Bedingungen wieder ändern, wird SVM in der günstigen Lage sein, alle heruntergefahrenen oder eingestellten Aufgaben wieder schnell aufnehmen zu können.
      Das betrifft auch die neu gebaute Anlage. Natürlich stehen dort erstmal die Kosten auf der Belastungsseite. Aber man hat dann eine zweite Anlage und kann bei sich abzeichnender Trendwende sehr gut positionieren.
      In Summe bin ich nach wie vor sehr positiv gestimmt, was SVM und vor allem das Management betrifft. Trotzdem ist natürlich weiterhin Geduld das Stichwort.
      Man sehe sich den Analystenkommentar an -der Aktienkurs wird von $7,20 auf $6,50 reduziert. Naja -dann ist ja noch genug Luft nach oben:)

      Viele Grüße

      wolfi67
      Avatar
      schrieb am 05.01.09 11:18:19
      Beitrag Nr. 667 ()
      Silvercorp's new smelter terms blow to NAV
      Posted: January 02, 2009, 1:36 PM by David Pett

      Silvercorp Metals Corp. should remain flush with cash despite the suspension of operations at its TLP and HPG mines in China, says Raymond James analyst Brad Humphrey.

      But, the analyst added, the company's new smelter terms will have a negative impact on Silvercorp.'s net asset value.

      On Wednesday, Silvercorp said that it was suspending development and exploration at the TLP mine due to dismal current market conditions and the lower grade nature of the project. It will also halt mine and mill operations – but keep exploration going – at HPG as cash flow from the operation is expected to be negative at current metal prices.

      Meanwhile, mining, development and exploration at the Ying mine are proceeding as planned with production levels reaching 700 to 750 tonnes per day. Mining capacity at the company's LM mine has been scaled down from approximately 150 t/d to 100 t/d while exploration there has been put on hold.

      "Silvercorp should continue to generate positive operating cash flow in the current pricing environment thanks to its high‐grade Ying mine and has the flexibility to scale up its other operations quickly if the pricing environment improves," Mr. Humphrey said in a note to clients.

      "The suspension of operations at TLP and HPG do not come as a huge surprise given the mines are at breakeven cash flow in the current metal price environment. As a result, these shutdowns have minimal impact on our NAV."

      That said, Mr. Humphrey warned his clients that Silvercorp.'s new smelter terms, which have deteriorated due to smelter shutdowns and reduced capacities, would negatively impact the company's net asset value. by approximately 15%.

      He reduced his target price on the stock by approximately 10% from $7.20 to $6.50 and maintained his "outperform" rating.


      http://network.nationalpost.com/np/blogs/tradingdesk/archive…

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      Avatar
      schrieb am 31.12.08 08:36:46
      Beitrag Nr. 666 ()
      Silvercorp suspends HPG and TLP mines to save cash


      2008-12-30 17:47 ET - News Release

      Dr. Rui Feng reports

      SILVERCORP PROVIDES UPDATE ON OPERATIONS

      Silvercorp Metals Inc. has released an update on its strategy and plans for its China operations with a focus on preserving cash and maintaining positive operating cash flow in light of reduced global commodity prices.

      Since early October, world silver, lead and zinc prices have fallen approximately 8 per cent, 46 per cent and 37 per cent, respectively. Consequently, smelters in China are shutting down or reducing their capacities, resulting in less demand for concentrates and a change in smelter terms applicable to the company.

      Previously, the smelter terms (the net smelter return) for silver, lead and zinc were approximately 85 per cent, 83 per cent and 60 per cent of the quoted spot price on the Shanghai Metals Exchange. The new net smelter return represents approximately 78 per cent for silver, 64 per cent for lead and 52 per cent for zinc of the current quoted spot prices.

      Given these changes, Silvercorp is adopting a series of cost-cutting measures and readjustments of its programs to improve mine profitability and to maintain its strong balance sheet for future growth. Among the cost-cutting measures and controls that Silvercorp is adopting are the following:


      # Monitoring of break-even points at all mines;

      # Closer supervision of outsourced mining operations to reduce dilution and costs;

      # Improving work force productivity and removing redundant and non-essential positions;

      # Delaying exploration programs;

      # Reductions in management and staff salaries of between 5 per cent to 25 per cent from Jan. 1, 2009;

      # Working closely with all levels of government to reduce various fees and levies.


      "Silvercorp is one of the world's lowest cost primary silver producers with a cash cost of production per ounce of silver of negative $2.65 in its most recent quarter and is in a strong financial position with $48-million (U.S.) of cash and short-term investments and no debt," states Dr. Rui Feng, Silvercorp's chairman and chief executive officer. "One of the advantages to operating in China is our ability to quickly scale down operations without significant restructuring costs. Now we are required to make tough decisions to temporarily scale down or suspend some production to maintain profitability. We are confident however that with our high-grade Ying mine, low costs and strong balance sheet we are positioned to weather the current recession and seize opportunities that arise in times of crisis."


      Ying district mining camp

      The current operating plans for Silvercorp's four mines at the Ying mining district are as follows:


      Ying mine -- mining, development and exploration are proceeding as planned with production levels reaching 700 to 750 tonnes per day. In the most recent quarter ended Sept. 30, 2008, the Ying mine produced 73,843 tonnes of ore and had a gross profit margin of 63 per cent. At current market prices, and with improved run of mine ore head grades expected, the Ying mine is expected to maintain healthy profit margins and significant positive operating cash flows, attributable to the high-grade nature of the deposit.

      TLP mine -- after a careful review of the recently completed technical report on the TLP-LM project, the company has decided to suspend TLP mine development and exploration to preserve capital due to current fragile market conditions and the lower-grade nature of the project. Mining production capacity previously projected at 1,000 tonnes per day by the end of June, 2009, will therefore not be realized.

      LM mine -- mining capacity has been scaled down from approximately 150 tonnes per day to 100 tonnes per day as mining activities focus on higher-grade zones. Exploration has been put on hold.

      HPG mine -- mine and mill operations will be suspended by the end of 2008 as cash flow from the operation is expected to be negative at current metal prices. However, the exploration program at the mine, including underground drilling, will continue.

      With the suspension of the TLP and HPG mines, along with the scale down of mining at the LM mine, the company's newly constructed mill is expected to be put on care and maintenance until metal prices improve sufficiently to justify resuming full mining activities at the mines.

      As a result of the above adjustments and developments, the company is expecting to be operating on a positive cash flow basis at the Ying mining district.

      GC project, Guangdong province

      As of the end of December, 2008, the company has completed approximately 10,000 metres of drilling at the GC project, which included both infill and step-out drilling. Assay results from the drill program are pending. An additional 3,000-metre drill program is planned and will start in March, 2009, after the Chinese new year.

      In addition, Silvercorp has been making progress on the mining permit application for the project. The key reports required for applying for a mining permit, along with their current status, are as follows:


      1 Obtaining the notice of approval for starting the process of application for mining permit from the Ministry of Land and
      Resources in Beijing on a designated mining area. The company has received the notice of approval from the MOLAR on the GC project;

      2 Resource utilization plan report on the GC project prepared by the Guangdong Institute of Metallurgical Industry has been reviewed by a MOLAR-designed review organization, the China Non-Ferrous Metal Association. The health and safety section of the RUP report has been reviewed by the Guangdong Provincial Safety Production Bureau. Both reviews indicated that the report is satisfied with the requirement for the mining permit application;

      3 The environmental assessment report to be reviewed by the Guangdong Provincial Environment Protection Bureau. The environmental assessment guideline report which forms the base for the EA report has been completed by a qualified Chinese environmental engineering company and reviewed by an independent environmental review panel organized by the GPEPB. The EA report is under way;

      4 The geological hazards assessment report and soil conservation plan report, to be prepared by qualified geo-engineering firms. Two qualified Chinese engineering firms have been engaged to complete the two reports.


      Once all required reports are completed and positive reviews or approvals are received, the application for the mining permit will be filed with the MOLAR in Beijing. Based on the working guideline published by the MOLAR, it takes 45 business days for the MOLAR to make a decision after a completed application is submitted.

      The company has also negotiated with the local county government regarding land usage rights for its future mine, and mill site and tailings dam. The county government has incorporated the company's land usage requirement as part of its 2009 county industry land usage plan and has submitted the plan to the Guangdong province government for approval.

      Nabao project, Qinghai province

      After spending approximately $2-million (U.S.) of the $8-million (U.S.) originally planned on exploration at the Nabao project in the Qinghai province, the company has put its efforts on hold. Due to the project's isolated location, the company cannot justify continuing its work program under today's commodity pricing environment.

      Lead smelter project, Henan province

      To date, the company's 77.5 per cent subsidiary, Henan Found, has contributed approximately $7-million (U.S.) toward the lead smelter joint venture near the Ying mining camp. Given current commodity prices, the company has recently notified its joint venture partner that it will not be making further contributions toward the project. The company's earned ownership interest (approximately 10 per cent) will therefore be subject to dilution.

      We seek Safe Harbor.
      Avatar
      schrieb am 30.12.08 13:28:46
      Beitrag Nr. 665 ()
      allen einen fröhlichen jahreswechsel und für 2009 vor
      allen dingen viel G E S U N D H E I T !!!!

      elsolivars
      Avatar
      schrieb am 24.12.08 10:33:49
      Beitrag Nr. 664 ()
      Ich wünsche euch ein frohes Fest und besinnliche Tage!!!


      Und das Geschenk hierzu haben wir uns selbst gemacht!
      Bin nur bei wenigen Aktien momentan so bullish wie bei SVM!!!
      Dank an Wolfi, dass du die IR auf Trapp hälst!

      Besten Gruß Rain
      Avatar
      schrieb am 23.12.08 21:33:24
      Beitrag Nr. 663 ()
      Hallo miteinander,

      inzwischen hat sich die IR von SVM gemeldet.
      Hier die Antwortmail auf meine Anfrage:

      Hello XXXX,

      As of today, the number of shares acquired and cancelled is 2,366,500. The maximum number of shares that may be acquired under the Normal Course Issuer Bid was increased on October 20, 2008 from 2,988,029 to 10,601,212 shares.

      The new mill will be up and running in the New Year and is scheduled for testing in the next week or two.

      Thank you for your interest and support in Silvercorp Metals.

      Ryan Ko
      Investor Relations
      ilvercorp Metals Inc.


      Somit wurden bisher 2.366.500 Aktien zurückgekauft (= 22% der Summe die zurückgekauft werden dürfen).
      Die zweite Anlage wird innerhalb der nächsten ein/zwei Wochen getestet und steht im nächsten jahr zur Verfügung.

      Soweit noch ein paar letzte Infos meinerseits.

      Jetzt heisst es Weihnachten feiern und Börse Börse sein lassen.
      Ich wünsche euch allen im Kreise eurer Familien ein paar besinnliche Tage und eine schöne Weihnachtszeit.
      Bis bald und alles Gute!

      wolfi67
      Avatar
      schrieb am 22.12.08 22:58:00
      Beitrag Nr. 662 ()
      Hallo miteinander,

      wollte mich auch noch mal zu Wort melden -ENDLICH URLAUB!

      @sloopjohn: Danke für deine Aufmunterung

      @Opa_Klaus: Deine Frage deckt sich witzigerweise mit meiner Anfrage an SVM: Ich hatte vorhin nachgefragt, wieviel Aktien bisher rückgekauft wurden und auch nachgehakt, wie weit die zweite Anlage ist.
      Wenn Antwort da ist, melde ich mich wieder dazu.

      Hier ist allgemein ein Link, der die letzten 10 Transaktionen für SVM anzeigt:
      http://www.canadianinsider.com/coReport/allTransactions.php?…

      Viele Grüße

      wolfi67
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