North Queensland Metals, Kupfer, Zinn und Indium in NQ - 500 Beiträge pro Seite

[pisa]

Habe einen interessanten Explorer in Australien ausgegraben.
Interessant wegen
1. Low Market Cap
2. Einer Kupfer-Zinn-Indium(!)-Silber JORC Resource (basierend auf umfangreichem Drilling von newmont 1979-1981)
3. Bereits ausgewiesenen Reserven
4. Feasibility Study imminent
5. Open Pit Mining
6. Metallurgical testwork done
7. Marketing start scheduled for August

IPO Dec, 14 2006, issued 12,5 mio shares a 0,20 A$, zusammen mit initial seed financing 4 Mio A$ cash in Dec. Cash end Mar 3,3 Mio A$, June qtr estimated burn 660K A$.
Prospectus:
http://www.nqm.com.au/NQM%20Prospectus%20Edit%20With%20Pictu…



NQM on Boardroom Radio
http://www.brr.com.au/partner/west/NQM/north-queensland-meta…

Investor Presentation
http://www.brr.com.au/partner/west/event/NQM/2184/22521

Homepage
http://www.nqm.com.au/
ASX Link
http://www.asx.com.au/asx/research/CompanyInfoSearchResults.…

Indium in a nutshell



Latest News:
http://www.nqm.com.au/index.php?option=com_docman&Itemid=&ta…
http://www.nqm.com.au/index.php?option=com_docman&Itemid=&ta…




Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 30.825.075 von pisa am 24.07.07 12:07:51

Letzte news auch hier über goldseiten link.

http://www.goldseiten.de/modules/mylinks/visit.php?cid=7&lid…
http://www.minebox.com/story.asp?articleId=9796

Enjoy,
Pisa

[pisa]

Audio Webcast
Feasibility study in progress for Copper - Tin deposit

Feasibility Study soll September 2007 fertig sein

http://www.acnnewswire.net/press/en/38608/NORTH-QUEENSLAND-M…

Enjoy,
Pisa

[pisa]

http://metalsplace.com/news/?a=13543

North Queensland Metals has released an ore reserve for its Baal Gammon copper-tin project near Herberton in far north Queensland.

"This is another step toward the completion of the feasibility study," chief executive John McKinstry said.

"We are now able to proceed with more certainty on detailed costing of the mining operations.

"The estimate compares favourably to what was considered in the scoping work prior to the issue of the prospectus in November last year.

"The grade of copper is 20pc higher than the previous mineral resource figure due to the favourable geometry and careful pit planning.

"The credit minerals, with recoveries and smelting terms considered, add approximately 65pc to the value of the copper.

"It is also important to note that the increases in commodity prices since the design work started in April have not been taken into account." Probable ore reserves are 2.68m tonnes of copper at 1.07pc, tin at 0.23pc, silver at 38.1 grams per tonne and indium at 33.5g/t.

Total reserves are 3.11mt at 0.96pc, 0.22pc, 34.2g/t and 29.6g/t respectively.

In addition, indicated mineral resource contains oxide mineralisation which lies within the open pit design.

North Queensland Metals will be conducting further metallurgical testwork on this mineralisation to confirm the viability of treatment at Baal Gammon aimed at allowing this material to be included in the ore reserve.


Also Punkt 6 von Posting 1) sollte dann wohl nicht "done" sondern "initial work done, further work ongoing" heissen

[pisa]

um feedback wird gebeten

Enjoy,
Pisa

[pisa]

http://metalsplace.com/news/?a=13753

Copper firms as ongoing SAmerican unrest balances equity sell-off
Copper firmed in early trade as continuing supply fears linked to strike action in Latin America counteracted negative sentiment linked to yesterday's slide in US equities and a second daily build in LME copper stocks.

At 11.07 am, LME copper for three-month delivery was trading at 7,775 usd, up from 7,765 usd at the close yesterday.

Copper prices slid yesterday, and dipped further this morning, as part of a global asset sell-off sparked by a sharp fall in US equities and as hopes for a resurgence in US economic activity waned.

The Dow Jones Industrial Average slumped nearly 450 points midsession and went on to close down more than 310 points, prompting investors to liquidate holdings in 'risky' assets and damaging sentiment towards the US economy.

'Tumbling global equity markets have a negative impact on base metals as they signal the markets expect slower economic growth,' said Peter Fertig, a consultant to Dresdner Kleinwort.

Copper came under further pressure after the LME reported that stockpiles of the metal held in its warehouses rose a further 1,975 tonnes this morning, after building by 1,800 tonnes yesterday, although this was partly offset by a dip in stocks monitored by the Shanghai Futures Exchange.

But prices have firmed on ongoing fears of supply outages in Latin America, where the threat of strikes has hung over a number of key mines and processing plants in recent weeks.

Codelco, the world's largest copper producer, said yesterday that output at its second-largest mine would be kept to a minimum due to protests by workers, analysts said.

Its El Salvador mine has also been idled due to industrial action, and a train linked to the company's third mine was apparently struck by saboteurs, they added.

Meanwhile, workers at Southern Copper Corp's Peruvian operations could vote in favour of strike action next week after contract negotiations failed to progress, according to press reports.

'Overall the main driver is still the threat of supply disruptions,' said Michael Widmer, an analyst at Calyon. Even if investors are spooked by the equity falls, he said, 'that is what is keeping prices stable'.

Among other metals, lead edged up to 3,120 usd against 3,076 usd yesterday, while nickel was steady at 31,200 usd.

Zinc was trading at 3,475 usd against 3,499 usd, tin held firm at 15,500 usd, and aluminium edged up to 2,740 usd from 2,736 usd.

[pisa]

http://de.wikipedia.org/wiki/Indium

Bei exotischeren Solarzellenmaterialen wie z. B. beim Indium, Gallium, Tellur und Selen sieht die Situation grundlegend anders aus. Bei den seltenen Metallen Indium und Gallium überschreitet bereits derzeit der weltweite Verbrauch (Indium ca. 850 t, bei Gallium ca. 165 t) die jährliche Produktionsmenge um ein Mehrfaches (USGS Minerals Information). Besonders nachteilig ist der sehr stark steigende Verbrauch von Indium in Form von Indium-Zinn-Oxid in der Flüssigkristall- und OLED-Bildschirmherstellung, sowie die Verwendung von Gallium und Indium in der Produktion von Leuchtdioden, die sich als energiesparender Glühlampenersatz und als Hintergrundbeleuchtung für Flachbildschirme derzeit in der Markteinführung befinden.

Beim Indium wird daher noch in diesem Jahrzehnt mit einem Versiegen der Ressourcen gerechnet, da sich die theoretischen Indiumvorräte auf nur 6000 Tonnen, die ökonomisch abbaubaren Reserven auf sogar nur 2800 Tonnen belaufen.

Wow

Enjoy,
Pisa

[pisa]

Hier nochmal was zu Indium als investment case.
Der gute Mann bespricht zwar eine andere Company, der Indium part ist aber allgemeingültig.

http://www.goldworld.com/articles/indium-argentex-production…



Enjoy,
Pisa

[tyrionfg]

Antwort auf Beitrag Nr.: 30.935.632 von pisa am 30.07.07 13:33:52

guten tag

auf den ersten blick ein recht interessantes unternehmen mit strategisch wichtigen metallen. was mir noch nicht so richtig gefällt ist die sehr kleine lagerstätte (nur 5,7 mio t resourcen) im prospekt wird von einer angestrebten lebensdauer der mine von 4-5jahren gesprochen, und die aussichten auf eine erweiterung der lagerstätte sind relativ gering. es ist auch unklar, ob der hohe indiumgehalt überhaupt genutzt werden kann. die ausbeute für indium war bisher sehr gering nur 43%, aber das weitaus größere problem ist, dass das In im Cu-konzentrat enthalten ist und die kupfererzeuger nicht auf eine indiumextraktion spezialisiert sind und erst verhandlungen mit potentiellen konzentratabnehmern geführt werden müssen, ob das indiumpotential überhaupt realisiert werden kann, in der hinsicht werden die hydrometallurg. tests sicher sehr aufschlussreich, da man durch diesen prozess voraussichtlich höhere recoverys als beim pyrometallurg. erzaufbereiten erhält (im bezug auf indium).
dazu ein zitat aus dem geolog. report:
"...
Very few copper smelters produce an indium product, but where it is extracted it is obtained by leaching smelter flue dust followed by indium recovery from leach solution using SX-EW techniques. Flue dust leaching for the removal of other unwanted elements is widely used, and it would be technically feasible to add an indium extraction step at more copper smelters.
Baal Gammon copper concentrate is one of a very few copper
concentrates that have an indium content similar to those in the richest zinc concentrates. Prior testwork carried out on Baal Gammon copper concentrate has demonstrated that some 45% to 50% of the indium in the concentrate could be extracted as indium metal by flue dust leaching. As copper smelter terms do not normally include a credit for indium, it would be necessary to negotiate a commercial agreement with suitable smelters to obtain a payment for indium. ..."

auch der cashbestand von ca 2,9 mio AUD ist natürlich z.Z. nicht besonders viel, sollte aber für die arbeiten der nächsten monate reichen, auch wenn man so nicht das ganze potential der vielen interessanten projekte klären kann.

bei einer Mk von ca 27 mio AUD (90,7 mio aktien +1,5 mio optionen stand 27.4.07)
ist das unternehmen aber schon einen genaueren blick wert.

gruß

[pisa]

Antwort auf Beitrag Nr.: 30.937.427 von tyrionfg am 30.07.07 15:36:54

Hi Tyrion,
guter Punkt. Grossteil des Indiums kommt ja aus Zinklagerstätten, Kupfer, Zinn eher weniger.

Na bin genauso gespannt wie die metallurgischen Tests hinsichtlich Indium ausgehen. Sollten wir ja in Kürze erfahren.

Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Quatalsbericht ist draussen.

"Ore samples sent to Ammtec’s Burnie Laboratory have progressed through early flotation testwork and mineralogical assessment. Attention is on optimising recovery of silver and indium in the copper concentrate. Results to date are favourable and are expected to be released during the September quarter."

Na dann

[pisa]

http://www.brr.com.au/event/NQM/2184/26266/wmp/xjucob40m3

NQM Quarterly Audio presentation.

Enjoy,
Pisa

[pisa]

126K shares gesucht

[pisa]

Antwort auf Beitrag Nr.: 30.945.458 von pisa am 31.07.07 08:40:13

Die Indium extraktion ist wohl doch kein Problem mit heutigen Methoden. Obwhohl das meiste Indium aus Zinklagerstätten kommt, ist es in Kupferlagerstätten auch oft verhanden (Roquesite CuInS2).


Enjoy,
Pisa

[tyrionfg]

Antwort auf Beitrag Nr.: 31.019.136 von pisa am 04.08.07 12:22:17

guten tag

das techn. problem ergibt sich aus der angestrebten verarbeitung des erzes. das unternehmen plant das kupferkonzentrat (incl.indium) an kupferhütten zu verkaufen. dort wird das enthaltene metall auf pyrometallurgischem weg gewonnen. bei diesem prozess (ca bei 1400 °C) geht aber der großteil des indiums ( schmelztemp. 160°C) in den flugstaub über, wird dort aufgefangen und muss dann mehrstufig von anderen elementen getrennt werden (hydrometallurg.). daher ergeben sich die im bericht von north queensland min sehr niedrigen recovery rates. und wie auch in diesem bericht geschrieben, sind die wenigsten kupferhütten für eine folgende indiumextraktion ausgerüstet (und bezahlen dementsprechend in der regel auch nix für enthaltens indium) und ich kann mir nicht vorstellen, dass man für ein projekt mit einer laufzeit von nur 4-5 jahren mal so eben schnell ne kupferhütte upgraded.
ich hoffe man findet eine andere mögl. prozessroute, oder kann das projekt signifikant erweitern, so dass man auch wirklich von den hervorragenden indiumgehalten provitieren kann.

gruß

[pisa]

Progress.
Nix welbewegendes. aber trotzdem schön.

Erfahrenenen Project Manager für Baal Gammon eingestellt. Also hier machen sie jetzt ernst.
Geology Manager für die Exploration eingestellt.

Und, wir haben sogar kleines plus um 3,3% auf 0,31 A$, gar nicht so einfach jetzt

Enjoy,
Pisa

[pisa]

early birds pick pick pick

Enjoy,
Pisa

[pisa]

so, war ja nun genug Zeit was zu sammeln. Gar nicht so einfach unter 0,29 was zu bekommen

Ausser mir mittlerweile jemand investiert?

Enjoy,
Pisa

[pisa]

NQM's drei Monatsperformance. Sehr beeindruckend bei dem Marktumfeld für Explorer.

Mal sehen was sie die nächsten drei Monate leisten, sieht schliesslich so aus als ob allgemein Explorer sich wieder erholen.




Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

750K und 400K options für offensichtlich die beiden neuen Mitarbeiter. 50% vesten in einem Jahr, der Rest in zwei Jahren.

Übrigens hier ist auch nochmal aufgeführt dass nur 32 mio shares an der ASX gelistet sind.
Die 58 mio Shares (von Paul Walker) sind unter escrow und nicht verfügbar.

Enjoy,
Pisa

[pisa]

In Posting #67 vom Nav Thread gibts den Link zum May Aegis report. Dort ist auch North Queensland Metals besprochen worden. Sind noch andere dabei, z.B. Troy.

http://www.wallstreet-online.de/dyn/community/thread.html?th…

Enjoy,
Pisa

[pisa]

Und hier nochwas mit aktuellen perfromance Zahlen
https://www.shareanalysis.com/ASP/Company/Bluebook.asp?SecId…

Enjoy,
Pisa

[globaldigger]

ich werd verrückt! PISA
Ich bin auf der Suche nach einen guten Indium stock.
Bin ich hier richtig?
Gruss
Digger

[pisa]

Antwort auf Beitrag Nr.: 31.633.375 von globaldigger am 17.09.07 16:35:15

Yes Sir!

Mensch Digger, schön Dich hier zu sehen.

Baal Gammon ist schon sehr weit fortgeschritten, Endphase der Feasibility study, hervorragende Indiumgehalte. Recovery grades von Indium und Silber werden im Moment optimiert. JORC Resource, reserven, Minendesign .. alles da.
Entscheidung ob Mine owned oder contracted wird noch dieses Jahr.

Toll finde ich bei denen dass sie sehr früh cashflow erzielen, parallel moderne Exploration in einem Gebiet in dem früher 400 kleine und Kleinstminen existierten, hier auch wieder base metals + high value metals als Nachbrenner. Bei Baal Gammon eben Indium

Musst sehen dass sie erst kürzlich gelistet wurden, Grossteil wurde vorher ohne Börse finanziert, na die wissen schon warum

Enjoy,
Pisa



Enjoy,
Pisa

[pisa]

heute geschüttet bis auf 0,31 A$ weil sagenhafte 500K Stück aus dem escrow genommen worden sind. kopfschüttel, wegen 500K shares..

Enjoy,
Pisa

[globaldigger]

Antwort auf Beitrag Nr.: 31.639.790 von pisa am 18.09.07 09:10:23

Hi Pisa,
stell die doch NQM mal in unserem Forum vor

[pisa]

Antwort auf Beitrag Nr.: 31.642.875 von globaldigger am 18.09.07 13:07:54

ich hab doch einen Hinweis drin. Unter "Meldezentrale für Aktien die im Crash plus gemacht haben" (wortlaut?).

Grüsse,
Pisa

[globaldigger]

Antwort auf Beitrag Nr.: 31.644.967 von pisa am 18.09.07 15:21:53

viele Wege führen nach ROM, Pisa
Tja - ich lese halt nicht alles
NQM landet auf meiner watch und werde mal ein bisserl recherchieren.

[pisa]

Antwort auf Beitrag Nr.: 31.645.406 von globaldigger am 18.09.07 15:45:36

viele Wege führen nach ROM, Pisa
hehe aber der beste Weg führt über Pisa Spässle

NQM landet auf meiner watch und werde mal ein bisserl recherchieren

cool. Lass mich das Ergebnis wissen

[pisa]

Antwort auf Beitrag Nr.: 31.645.444 von pisa am 18.09.07 15:47:58

http://www.wallstreet-online.de/dyn/community/thread.html?th…

Hab im Nav thread was zur Zinssenkung geschrieben. Gilt für alle aussichtsreichen Explorer.

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 31.633.798 von pisa am 17.09.07 17:03:58

axo, Digger nochwas,

Wenn ich einem etwas exotischeren Metall was zutraue (wie Indium hier) dann such ich keine Firma die nur genau das abbauen will (gut, gibts bei Indium auch schwerlich ), ich such dann was klares beständiges, kalkulierbares mit dem Metall als Nachbrenner.
Reduziert ungemein das Risiko und hat trotzdem Blue sky.

Navigator z.B. Gold + REO (wobei ich mir jetzt nicht mehr sicher bin womit der Nachbrenner nun wirklich befeuert wird )
NQM eben Kupfer, Zinn, Silber und Indium als Nachbrenner

Enjoy,
Pisa

[pisa]

Der Makler in Berlin stellt jetzt Kurse mit size dahinter, wenn ich das richtig sehe, heute zum ersten Mal.

Jeweils 13000 Stück im An-und Verkauf, nicht viel aber immerhin etwas.

Schönes WE.

Enjoy,
Pisa

[Fruehrentner]

Lesezeichen!

[Fruehrentner]

Etwas älter schon, aber heute eher noch aktueller als in 2005:

http://www.physik.uni-augsburg.de/chemie/pressespiegel/pdf/d…

[Fruehrentner]

aus 2007:

http://dels.nas.edu/besr/docs/Stevens.pdf

[pisa]

Antwort auf Beitrag Nr.: 31.687.060 von pisa am 21.09.07 13:47:34

Der Mann hat wohl Urlaub?

Freitag sind sogar einmal 13K Stück umgegangen in Berlin. Wenn ich das richtig sehe, war das ein Kauf.

Und heute? Keine Kurse, keine size, wie immer.

Hallllllooooo Makler, aufwachen klopf klopf

Pisa

[pisa]

Hier nochmal eine schöne Übersicht über deposits in Queensland. Baal Gammon auch mit dabei.

http://www.nrw.qld.gov.au/mines/publications/min_pet_review/…


Enjoy,
Pisa

[pisa]

aus dem Jahresbericht von heute:
---
Indium is an important by-product of the Baal Gammon
ore. With an in-ground Probable Reserve of 92 tonne of
indium, Baal Gammon would rank amongst the most
significant indium producing mines in the world.
China has established the world’s first indium exchange in
the city of Liuzhou, in the southern Guangxi Province, with
the aim of uniting domestic indium makers to strengthen
pricing. This exchange provides a consolidated indium
spot-trading platform for both domestic and overseas
indium makers, with services including stockpiles,
transportation, clearances and loans.
China mainly exports indium concentrate (as ingot) to
Japan (which takes approximately 70% of China’s indium
concentrate), the United States and European countries,
where it is manufactured into refined indium plates.
China’s provincial governments were required to submit
a list of eligible indium producers and exporters. Qualified
smelters need to have produced an average of four tonnes
per year of 99.993% or higher grade of indium metal in the
past three years limiting the number of indium exporters in
China.
China is the world’s largest indium producer and exporter,
producing 160 tonnes of indium concentrate last year.
China Tin produces 30 to 40 tonnes of indium concentrate
per year. Global reserves of indium only amount to
approximately 16,000 tonnes, two-thirds of which is
located in China. Japanese traders are diversifying their
supply sources to outside China, so that they are less
vulnerable to any export policy changes in China.
Indium is used in LCD product manufacturing and
in the electricity, photoelectric, national defence and
communications industries.
---
Probably reserves werden ja noch ausgeweitet.

[pisa]

28 September 2007
China's indium output goes down
China's indium output is expected to drop by more than 50 percent in 2007 as many enterprises stopped production, according to Beijing Antaike Information Development Co. Ltd., a well-established non-ferrous metal consulting service and information provider in China.

The reduction in indium output is mainly caused by the falling crude indium output. Owing to China's restriction on export quota and the pressure from environmental protection, many indium producers have changed the line of production or closed down the production of crude indium. For instance, in Yunnan province and Guangxi Zhuang Autonomous Region, China's major indium producers, only large enterprises such as Hualian Zinc & Indium, Chengfeng Non-ferrous Metals and Yunnan Wuxin Industry, continued indium production while others reduced their output.

China is the biggest producer of primary indium in the world. It yielded 280 tons of indium in 2006, accounting for 62 percent of the world total.

From 2005 to 2006, China's reduction of indium production resulted in the rocketing price of indium, which surged to 1,070 US dollars from 60 dollars per kilogram. At present, the international indium price fluctuated at the range of 640 to 740 dollars per kilogram. – Xinhua

[Fruehrentner]

Antwort auf Beitrag Nr.: 31.818.233 von pisa am 02.10.07 15:38:45

Quelle bzw. link zu dieser Meldung? Danke.

[pisa]

Antwort auf Beitrag Nr.: 31.818.637 von Fruehrentner am 02.10.07 15:58:28

büddeschön
http://metalsplace.com/news/?a=14961

[Fruehrentner]

Antwort auf Beitrag Nr.: 31.820.070 von pisa am 02.10.07 17:16:35

dankeschön

[pisa]

Oct 10, Breaking news
"China may establish Indium reserves out of strategic concerns"

Enjoy,
Pisa

[globaldigger]

pisa,
nqm ist absolut interessant. es giebt kaum Firmen die ein Deposit haben und sich auf Indium spezialisieren. die MK ist so so. Werde vorr. noch die fs abwarten, ausser es wird mein stinky bid bedient. aber der Wert ist imho absolut i.o.
Gruss
Digger

[pisa]

Antwort auf Beitrag Nr.: 31.931.626 von globaldigger am 10.10.07 21:15:29

Hi Digger,
MK soso?
das sind fully diluted gerade mal ~29 mio A$. Die Paul Walker shares (58 mio) kannst Du getrost vergessen, so dass der Freefloat bei etwas über 10 mio A$ liegt. Die wollen Baal Gammon in Produktion bringen nächstes Jahr! Also die nächsten zwei Monate bringen die Entscheidung ob sie die Mine ownen oder contracten. Runter wirds nicht mehr gehen IMHO, die Exploration der neuen Gebiete geht ja dann auch los. Denk an Navigator, wenn Du wartest schaust Du immer hinterher.

Enjoy,
Pisa

[globaldigger]

Antwort auf Beitrag Nr.: 31.931.923 von pisa am 10.10.07 21:34:56

kaufe ohne limit
nee - nav ist ein anderes Thema aber auch absolut interssant. war da mal kurz drin, aber nach hk und Beruhigung des Marktes ein ganz anderer Play.
Ich werde hier einsteigen, wenn es für MICH günstig ist und das ist schon jetzt quasi der Fall.
Mehr kann ich nicht sagen

[pisa]

Antwort auf Beitrag Nr.: 31.932.844 von globaldigger am 10.10.07 22:32:27

OK

wollte nur anmerken, wer ein stinky bid auf sagen wir 0,23 setzt:
das würde ein massiver Kursrutsch sein. Nun ist der nicht auszuschliessen, nur wodurch würde der ausgelöst sein? Mir fällt nur eine grosse Enttäuschung in der feasibility study ein.

So, nehmen wir mal an, das tritt ein. Ist man dann wirklich noch glücklich dass die ,23 bedient worden sind?

Ich gehe immer so ran, dass in 2-3 Tranchen gekauft wird, zum Anfang klar volles Risiko, nur sehe ich eine sehr hohe Wahrscheinlichkeit dass die FS prima ausfällt. Ist ja schon viel bekannt aus der scoping study, Reserven ausgewiesen. Recoveries von Indium und Silber werden verbessert, der Kapitalbedarf festgestellt. Mine Go. Nach der FS zu kaufen macht nur Sinn bei hohen market caps und überzogenen Erwartungen, beides hier icht der Fall. Nach der FS erwarte ich schon Kurse jenseits der ,50.

Aus meiner Sicht ist NQM spottbillig im Moment (Produktion 2008!), aber ich schrei hier nicht gross rum, soll sich jeder selbst sein Bild machen aus den Infos.

Enjoy,
Pisa

[Metasequia]

Antwort auf Beitrag Nr.: 31.736.876 von pisa am 25.09.07 14:52:05

Hey, ich denk es ist ein sehr spannender Wert.

Wo kauf ich am besten Berlin oder Australien???

Grüsse Meta

[pisa]

Antwort auf Beitrag Nr.: 31.968.633 von Metasequia am 13.10.07 15:47:56

Hi Meta,
ich hab in Australien gekauft. In Berlin habe ich nur einmal kleinen Umsatz gesehen bis jetzt.

Enjoy,
Pisa

[pisa]

Indiumpreis vor Anstieg.

Chinese stockpiling of indium could send price northwards. LONDON (Metal-Pages) 19-Oct-07.

http://www.metal-pages.com/subscr/story.php?id=28879

[pisa]

Aegis update

http://www.shareanalysis.com/ASP/Company/Bluebook.asp?SecId=…

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.173.062 von pisa am 27.10.07 15:59:14

Goldoz august update, oct kommt nächste Tage


Aug Update The pit design for Baal Gammon was completed by the Brisbane office of Snowden Mining
Industry Consultants – resource 3.1 Mt @ 0.96% Cu – 0.22% Sn – 34gpt Ag – 29.6 gpt indium. Important
components of the Baal Gammon feasibility study will be progressed, namely: Detailed costing of mining
activities, and decision on whether to contract mine or owner mine. Completion of metallurgical testwork by
Ammtec. Decisions on flowsheet and key processing equipment, in preparation for engineering and costing.
Preparation of documents to commence marketing of concentrates.
www.nqm.com.au
32.6 M shares, 1.5 M options, cash $2.6 M at end Jun 07, Sep qtr 07 est cash burn $660 k.
$10.1 M M/C @ 30c


Enjoy,
Pisa

[pisa]

China's indium output goes down
China's indium output is expected to drop by more than 50 percent in 2007 as many enterprises stopped production, according to Beijing Antaike Information Development Co. Ltd., a well-established non-ferrous metal consulting service and information provider in China.

The reduction in indium output is mainly caused by the falling crude indium output. Owing to China's restriction on export quota and the pressure from environmental protection, many indium producers have changed the line of production or closed down the production of crude indium. For instance, in Yunnan province and Guangxi Zhuang Autonomous Region, China's major indium producers, only large enterprises such as Hualian Zinc & Indium, Chengfeng Non-ferrous Metals and Yunnan Wuxin Industry, continued indium production while others reduced their output.

China is the biggest producer of primary indium in the world. It yielded 280 tons of indium in 2006, accounting for 62 percent of the world total.

From 2005 to 2006, China's reduction of indium production resulted in the rocketing price of indium, which surged to 1,070 US dollars from 60 dollars per kilogram. At present, the international indium price fluctuated at the range of 640 to 740 dollars per kilogram. – Xinhua

[pisa]

Antwort auf Beitrag Nr.: 32.176.327 von pisa am 27.10.07 21:09:27

Nochmal zur Klarstellung: Share structure

Insgesamt sind nur 32 mio shares an der ASX handelbar.

Es gibt noch 57 mio shares, die nicht gelistet sind, meiste davon gehört Don Walker, der die tenements für shares an NQM übertragen hat.
Diese sind escrowed für 24 Monate nach IPO, heisst erst am 13.12.2008 können die gehandelt werden. Die 1,5 mio Options genauso.

http://stocknessmonster.com/news-item?S=NQM&E=ASX&N=183734

Enjoy,
Pisa

[pisa]

Quartalsbericht
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Mit dem Indium macht er genau wie ich vermutet hab

Indium potential of Baal Gammon/Herberton field: In early October 2007, the Chief Executive Officer, John McKinstry, attended an International Indium Conference in Liuzhou, China. This provided a valuable outlook on the indium industry, and put the company in front to a number of key indium producers. Several leads are being followed up in regard to marketing the indium rich copper concentrate. The indium grade is highlighted in the Probable Ore Reserve Statement below.....

Labprobleme haben zu anderem Lab geführt, damit Verögerung der metallurgischen Tests, aber das hier

Results have been encouraging, and it is believed that
copper recovery and concentrate grade can be improved further

ist natürlich sehr schön

Enjoy,
Pisa

[pisa]

31 October 2007
China tightens rare metal exports
China takes tighter measures to master its rare metal reserves by cutting quotas for tin, tungsten and antimony in 2008, the Ministry of Commerce stated on Tuesday.

From next year, China will cut its tin exports to 33,300 tons from 37,000 tons of the previous year.

The export quota for tungsten will also be cut down to 14,900 tons from 15,400 tons, coupled with antimony of 59,900 tons against 61,800 tons.

The ministry also set molybdenum and indium export quotas at 26,300 tons and 240 tons, respectively.

China has been a leading exporter of nonferrous metals, rich in such rare metal resources as tungsten, tin and molybdenum. As the economy grows at an overwhelmingly fast rate, the demand for energy resources and raw materials jumped tremendously.

With an aim of building a steady and healthy economy, experts suggest that the country should set a new agenda for establishing strategic rare metals reserves.

China will raise the export quota for silver to 4,800 tons from 4,500 tons this year. – China Knowledge





Pisa

[Fruehrentner]

@pisa

danke mal für deine regelmässigen updates hier und threadpflege

Gibts noch weitere interessante Indium-player?

[pisa]

Antwort auf Beitrag Nr.: 32.235.873 von Fruehrentner am 01.11.07 16:51:26

Danke für die Blumen

Maigret hat Adenex aufgetan, die sind interessant aber noch sehr sehr frühes Stadium. Mao optiert auf Marifil.

Enjoy,
Pisa

[pisa]

Major base metals, copper, zinc, nickel, lead and aluminum, are all in the midst of spectacular secular bull markets
The global commodities bull has sure been flexing its muscles in recent years. And this is a result of our growing world's insatiable demand for the hard commodities that feed widespread industrialization and modernization. Since these commodities are finite in nature, an economic imbalance has emerged that has showcased incredible market activity.

Supply has simply not been able to keep up with fast-growing demand. And when you have more capital chasing after fewer goods, prices are naturally going to rise. The industrial metals or base metals that are indispensably used in virtually every aspect of physical infrastructure, from structural to mechanical, have displayed this basic economic principle to the highest degree.

The five major base metals, copper, zinc, nickel, lead and aluminum, are all in the midst of spectacular secular bull markets that have seen each of them shatter their previous all-time highs. At their recent bull-to-date highs these metals have risen 575%, 537%, 1,124%, 888% and 145% respectively. These numbers are simply astonishing, and based on these metals' current fundamentals they are likely not done yet.

The majority of these raw metals are brought to market via mining (recycle rates vary for each metal, but are still usually a minority source to mine production). And mining today is harder than it has ever been. I wrote an essay several weeks back outlining the challenges of gold mining . And base metals miners are indeed subject to the same issues the gold miners face.

Without getting into these details it is imperative to understand that the mined production of any mineral can only react so fast to changes in demand. Because mining is so capital- and time-intensive it takes years to increase output. Hence the secular nature of these metals bull markets.

So with supply being pinched, above-ground stockpiles of these metals that consumers have consistently relied upon have been reduced to historical lows. This now-structural supply deficit has drastically raised prices and has shaped increasingly volatile markets. And this has created a haven for adrenalin-junkie speculators.

In watching these bull markets unfold it has been eye-opening to see how the fundamental, technical and speculative natures of these metals converge to make their markets. And the best way to capture the essence of a bull is to look at it in a visual format. Whether you are a futures or stock trader it is important to consider the technical nature of an asset via its chart history.

And the base metals have sure been exciting from a technical perspective. With the gains mentioned above, as you can imagine there has been some extreme volatility. This volatility has been most apparent on the upside, but of course there has been some exciting downside action intertwined in these bulls.

The last time we took a look at base metals technicals each of the metals was regrouping after a massive 2006 rally. Some were continuing to crash/correct, some were consolidating, and some were not giving up their ghosts and driving even higher.

In each of these scenarios the metals remain at strong price levels that defy the notion that 2006's strong year for the base metals marked the pinnacle of their bulls. After such incredible gains last year even some base metals pundits were calling for an across-the-board crash that would wipe clean most of the bull-market gains. Let's see how 2007 has panned out so far.

I'll start with copper, as it is the proverbial king of the base metals as far as the markets are concerned. Ever since its early 2006 parabolic surge to an astonishing $4 it has captured mainstream attention. Even today CNBC still flashes its ticker on the same banner as gold and silver.

When looking at copper technicals and attempting to gain a grasp on where the metal is going, we first need to look at where it came from. Since copper's bull really began in 2003 there are what appear to be two distinct uplegs that have run their courses. The first upleg ended in March 2004 with a strong 67-trading-day surge that vaulted the price of copper 58%.

And the key fundamental driver of this first upleg is what has set the tone for the greater base metals bull markets. China is this driver and its growing consumption of copper had really overwhelmed the global marketplace. In 2003 China 's insatiable demand for this metal spurred the gutting of its own stockpiles and the subsequent attack on the remaining global copper stockpiles.

This was evident as witnessed by the massive copper draws from the largest non-ferrous metals exchange in the world, the London Metal Exchange (LME). LME copper stockpiles didn't just slowly decrease, they plummeted until they hit their June 2005 lows of about 40k metric tons and simply couldn't go any lower. The alarmingly low stockpiles that resulted from China 's pillaging was equivalent to only about one day of global consumption. This just terrified the markets.

And it was this continual descent of the global stockpiles that warranted the short-lived and weak correction off upleg 1's top. In no time at all copper jumped right into upleg 2. And the second half of upleg 2 was truly an amazing display of how extremely bullish fundamentals can capture the attention of investors and speculators so much that their excitement percolates into a euphoric trading environment.

Upleg 2 began in orderly fashion and spent the first year or so in a beautiful uptrend that rode copper's multi-year support. During this time, in May of 2005, copper surpassed its previous historical high achieved in 1988. And then for about the next year or so copper never looked back.

The second half of upleg 2 was just magnificent. As copper gained more and more interest, an increasing amount of speculative capital bid on this metal. Even the hedge funds were jumping aboard and throwing massive amounts of capital at copper and the rest of the base metals. With above-ground inventories of copper at such historically low levels, a growing speculative risk premium was placed on its price.

This premium accelerated into a dazzling parabola that peaked in May of 2006. In just 60 trading days copper climbed 91% to briefly exceed its $4 interim top. After a quick 24% bled off the top, copper entered into a six month or so downward consolidation before it bottomed at just under $2.50 at the beginning of this year.

During this 41% run lower copper became the plague of the metals arena. For the first time in copper's entire bull it decisively knifed through its 200dma support and scared the pants off many folks. Commodities bears and bulls alike proselytized the end of the base metals bull market. Even some of the better-known experts in this field launched truculent criticism on the core fundamentals of copper's bull. Boy were they wrong!

In all actuality, copper's retreat was not only necessary but fundamentally warranted. It was necessary to crush the exuberant greed that engulfed this commodity. And it was warranted due to a shift in fundamentals. In this stretch of time copper stockpiles reversed trend and actually grew for the first time in years.

From the apex of upleg 2 to copper's interim low in February 2007, LME copper stockpiles doubled to exceed 200k metric tons. As more of a cushion was built into copper's above-ground supply, naturally the speculative risk premium subsided. Interestingly there is an incredibly strong inverse correlation between price and stockpile levels for most of the base metals. And copper has been abiding by this rule even through today.

From its bottom in February, copper stockpiles began to retreat yet again and copper turned the corner to perhaps begin upleg 3. A quick 57% gain in just 61 trading days vaulted copper above $3.50 before it settled into a $3+ sideways trend that continues today. Copper stockpiles have been teetering in the low 100k metric-ton level during this sideways grind waiting to see what happens on the global fundamental front.

It will be interesting to see which side of today's trend channel copper eventually breaks out of. Since the price of copper has not exceeded its previous interim high achieved in upleg 2, it is still up in the air whether copper is on the path of another major upleg that will surpass its previous high or if this will just be a consolidation upleg.

One thing that is apparent is copper's bull is not over. As LME stockpile levels oscillate in the 100k to 200k metric-ton level, traders are realizing that this is still historically low. Just in 2002 LME copper stockpiles were at 1000k metric tons. Demand is still hot and suppliers are struggling to keep pace.

As above-ground copper stockpiles stay low speculators will continue to add a risk premium to copper's price. And the markets are seemingly now willing to accept $3 copper as a righteous level in today's environment. These levels would have been laughed at just a few years ago. But since copper originally broke $3 a year and a half ago its average daily price is in excess of $3.30. Ultimately if it breaks its trend channel on the upside, $4 copper should fall fast yet again.

Zinc is another of the base metals riding an incredible bull market. And looking at its chart it has a very close technical resemblance to copper up through the first half of 2006. Like copper, zinc has seen an incredible increase in demand to support the global industrialization we see today, primarily driven by Asia . But the fundamental drivers of zinc's technical scene have recently resulted in a price behavior different than that of copper.

Like copper, zinc had an orderly long-term uptrend up through the middle of 2005. After a minor five-month pullback that took zinc to its July low of $0.53, it entered into an upleg of epic proportion. This upleg spawned three very powerful surges that took the metal to price levels that are simply mind-blowing. And the drivers behind this upleg were of course a result of bullish fundamentals mixed with a little speculative fervor.

Like most of the base metals, above-ground zinc inventories were pilfered with reckless abandon. As stockpiles dwindled and suppliers continually fell short of meeting growing demand, fear gripped the zinc markets. Rising prices were natural in this supply imbalance, and speculators were quick to bid it up. A skyrocketing speculative risk premium was apparent is zinc's swift ascent.

The first surge grew in semi-parabolic fashion in which zinc doubled from its July 2005 low in just 141 trading days. In this initial surge zinc crossed the $1 barrier for the first time ever and has not looked back since. After a brief reprieve zinc surged to double yet again in only 58 trading days. In less than a year zinc soared nearly 250% before halting with the rest of the metals in May of 2006.

And here is where zinc bucks the trend from most of the rest of the metals. While many in the metals complex (including precious metals) saw May of 2006 as a major interim stopping point and cooled from their rallies by entering into long downtrends and/or consolidations, zinc was not quite finished with its upleg.

After its second surge zinc shed 26% in 18 trading days. But with stockpiles continuing to fall, fundamentals again called for speculators to grow zinc's risk premium. Zinc followed its surge-two correction with an upward-trending consolidation and then surged yet again eclipsing its surge-two high. In just 38 trading days zinc tacked on another 42% and amazingly exceeded $2.

This third surge brought zinc to its current interim high. After hitting this high in November of 2006 zinc has been trending down. What sparked zinc's decline was first that it was overbought, but second that the plunging of the LME stockpiles started to ease. In unison with zinc's high, LME zinc stockpile levels flattened in the ensuing months. This allowed the speculators to loosen the risk premium.

Now looking at zinc's chart you can see that a classic head-and-shoulders pattern has emerged over the last year and a half. The correction off the head saw zinc fall 34% in 52 trading days. Zinc then rallied a little to form the high of the right shoulder and then interestingly began to sell off again.

I say interestingly because from the peak of the right shoulder LME stockpiles again started to fall. Since April zinc stockpiles have fallen to their lowest level in years. These levels are so low now that there is the equivalent of only about two days of daily global consumption. This alone should terrify traders. But as you can see zinc has had a rough last six months.

In fact a recent 33-day selloff that saw zinc go down another 29% appears to have pierced the visual neckline of this head-and-shoulders pattern. Unfortunately this type of pattern is common in the chart-technician world as a trend-reversal pattern.

So for a variety of reasons zinc's price actions are perplexing me. First, the inverse correlation to LME stockpile levels has been broken of recent. And second, an overtly bearish chart pattern has emerged. Thankfully in the real world fundamentals always trump technical nuances.

Zinc's bull market is not over. There is still a huge economic imbalance in the zinc trade. And even though it is hard to conceptualize zinc in a market slump because it is still quadruple what it was at the beginning of its bull, it should turn up eventually. It will be interesting to see where zinc goes from here.

Now though the base metals have many similarities in their fundamentals and technicals, they also have their differences. While we are indeed in a base metals bull market, each of the individual base metals is carving a unique bull market of its own. And unique only begins to describe nickel's thrashing bull market.

Nickel's bull actually began in late 2001. From its $2 low at the time to its May 2007 high over $24, nickel has at best been up an astonishing 1,100%+. Even at the apex of the late 2004/early 2005 base metals rally nickel was already outpacing the other metals and was up over 300% since the beginning of its bull.

And again like the rest of the base metals, nickel started its bull market in a rather orderly fashion. Now because nickel has a smaller market than the rest of the base metals, any shift on the fundamental and speculative fronts can cause prices to move fast in either direction. So the action inside the uptrend during the first few years of nickel's bull was quite a bit more volatile than it appears on this chart.

But the volatility through 2005 was nothing compared to that experienced in the subsequent years. In the last two years nickel has been on a roller-coaster ride that even a battle-hardened speculator might find queasy. Nickel's wild ride is visually apparent with a stunning dagger formation on the right side of its chart.

And nickel's actions reflect the epitome of price activity acting inversely to the movement of stockpile levels. Right about the time nickel hit its $5.22 low in late 2005, LME nickel stockpiles began to plunge. In just six months these stockpiles shed 89% to a disturbing low of 4k metric tons. This is the equivalent of only about one day of global consumption. After their freefall, LME nickel stockpiles flattened at this low point and stayed there for nearly a year until they finally turned the corner in May. Nickel production was simply not able to keep up with demand.

During this time nickel embarked on an incredible 386-trading-day upleg that saw it rise an astounding 370%. Nickel stockpiles were so low that an enormous risk premium was placed on the metal. Even the gun-slinging speculators were awestruck at $20+ nickel. And when the fundamentals changed, nickel buyers were few and far between as the speculators began to dump their nickel.

In May LME nickel stockpiles began an ascent that in recent weeks has taken them back up to their early 2006 levels. The result of this stockpile build is apparent on nickel's chart. As mentioned selling overwhelmed buying and nickel proceeded to crash hard. A big chunk of nickel's upleg gains were lopped off in a 63-trading-day selloff that saw the metal shed over half its price.

The selloff bottomed in August and since then nickel has seemingly stabilized. Today nickel is in the $14 range, which is still far above the launching point of the last upleg and over 600% higher than its 2001 low. Even with this recent major correction I believe nickel is still in its bull market. I'll certainly be watching LME stockpile levels closer now that we know the zone where the nickel market is really sensitive.

As mentioned previously the base metals complex indeed holds individual differences, but these metals also share many similarities from a strategic perspective. One commonality is that the base metals have experienced corrections and consolidations in the last year or so. This is all the base metals sans lead. Apparently lead did not receive this memo, as it has enjoyed a year of bountiful fortunes.

Long the pariah of the metals complex with its bumpy history, lead has taken the outside lane and blown past its peers to be one of the best-performing commodities in the entire global commodities bull market. Lead started its bull strong and began its ascent higher in late 2002. Its initial run was capped by a powerful upleg that shot its price past the highs of a decade ago gaining 142% before entering into a long consolidation stage.

From early 2004 through the end of 2005 lead was entrenched in a flat sideways-trending consolidation. And this consolidation proved that the markets accepted higher lead prices as it was trading on the high side of its previous upleg. And of course lead's actions up to this point were fundamentally driven.

Falling global lead stockpiles prompted the initial surge. Then flattening stockpiles ran in parallel with the flat prices through the end of 2005. In 2006 lead bucked the base metals trend. When the other base metals used the first half of 2006 to vault higher, lead actually trended lower and lost 24% in 96 trading days. And this was due to a direct inverse correlation to the fluctuation of its global stockpile levels. Measured by the LME, lead stockpiles mounted a brief six-month build.

In June LME lead stockpiles turned down again. And this sparked an inspiring rally that has seen lead crush previous highs and be one of the best-performing commodities of 2007. Since its June 2006 low, lead has skyrocketed 335% to its recent high just over $1.80. LME lead stockpiles have crashed in this period of time and just recently hit a shocking low of 20k metric tons, only one day of equivalent global daily consumption.

Now in the last couple weeks there has been a slight build of LME lead stockpiles. And lead's price has retreated a bit from its highs. I believe the fluctuation of lead stockpile levels in the upcoming weeks and months will be closely watched by the traders. A sizeable speculative risk premium is embedded into lead's price right now. So a continued build of lead's above-ground inventory would likely have a sharp adverse affect on its price.

Last and certainly not least of the major base metals is aluminum. Measured by volume aluminum is actually the king of the base metals. More aluminum is produced and consumed each year than copper, zinc, nickel and lead combined. But because its market is so huge, like a blue-chip stock, its volatility and excitement on the speculative front is boring compared to the other base metals.

Aluminum's chart has a very similar look and feel to most of the base metals. The beginning of its bull started toward the end of 2001 and proceeded in a relatively orderly fashion. It was then capped by a strong 2003/2004 upleg and a subsequent upward consolidation. After a reprieve in the first half of 2005 aluminum was party to another strong upleg that broke its all-time highs and briefly flirted with the $1.50 mark. Most of this of course happened as global aluminum stockpiles were on the decline.

In May of 2006 aluminum touched its apex in speculative fashion and then sold off sharply with a 25% loss in only 23 trading days. Looking back, this selloff could be viewed as entering into the right side of a head-and-shoulders pattern. But the neckline was never pierced and aluminum eventually entered into a year long upward consolidation off its post-selloff bottom.

With LME aluminum stockpiles trending higher since the beginning of 2006, aluminum's upward consolidation through May 2007 was doomed to break to the downside. And indeed it has as aluminum has spent the better part of the last six months trading below its 200dma support.

Though aluminum's story seems similar to that of some of the other base metals, it has happened at a much weaker magnitude. Each of aluminum's upleg gains, correction losses, and bull-to-date gains is much smaller than the other base metals, hence its blue-chip nature. This metal has recently found a comfort zone in the $1.10 range and I suspect its price will continue to be at the mercy of its stockpile fluctuations.

After viewing the technical pictures of the five major base metals, it is apparent that high prices are here to stay. Coming off lows from the early 2000s the base metals have all entered into strong secular bull markets. And supported by smashingly bullish global fundamentals, the base metals technicals reveal a highly volatile yet lucrative market for speculative traders to relish.

Because of the wild volatility of the base metals markets, it is awfully difficult to discern any reliable technical trading patterns. But the technicals have shown us that whether the base metals are experiencing orderly uplegs or sharp parabolic ascents, their prices are ultimately strong and resilient. Even sharp corrections to blow off speculative exuberance still leave base metals prices at historically high levels.

And now five-plus years into the base metals bull markets, it is apparent that fundamentals are the key foundational drivers of today's technical market activity. Speculators indeed contribute to daily noise and cyclical extremes along the way, but these charts prove that the global dynamics of these commodities have drastically changed. The natural resources required to grow the global infrastructure build-out are truly hot commodities.

This base metals bull market is not only exciting for speculators in the futures markets, but also for stock traders. The companies that mine these metals have become wildly profitable in recent years as they sell their product at these elevated prices. And the stocks of these companies have been among the best performers in the entire stock market in recent years.

Even though base metals stocks have had incredible runs thus far, the good news is the party is not over. This bull market should last for another decade or so until the current supply/demand imbalance is reversed. And the mining companies tasked with building more mines and growing supply have quite a job on their hands.

Amazingly most base metals stocks are still well undervalued today. Profits have been growing so fast that even sharply rising stock prices have yet to outpace these companies' current and future valuations. – Zeal Research

[pisa]

Bei dem Silber Momentum gewinnt Baal Gammon täglich noch mehr an Wert


Enjoy,
Pisa

[pisa]

cut off grade calculation shown in the AGM.
Silber, Zinn, Indium auf Kupferequivalent umgerechnet. Auch die recoveries sind mitgenannt.

Cu $3.33 /lb at 90% recovery
Ag $0.35 /g at 73% recovery
In $1.07 /g at 73% recovery
Sn $5.07 /lb at 60% recovery

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Enjoy,
Pisa

[pisa]

und die gesamte AGM Presentation.

Sehr gut zu lesen, extra slides on Indium.

Feasibility Study muss kommen jeden Moment. Sie wollen Ende 2007 Entscheidung treffen.

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…
Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 32.432.631 von pisa am 15.11.07 08:14:16

@pisa

ich weiss, keiner von uns ist Hellseher, aber was ist deine Erwartung? Und gibts interessante Spekulationen in ausländischen threads? Danke vorab.

[pisa]

Antwort auf Beitrag Nr.: 32.433.443 von Fruehrentner am 15.11.07 09:32:27

meine Erwartung ist, dass die FS kommt und zwar in Kürze. Weiterhin erwarte ich dass eine positive Entscheidung zu Baal Gammon getroffen wird, was dann mit einer Finanzierung einhergeht.

Das Jahr 2008 wird dann
1. Realisierung des production bring ups
2. Exploration der vielversprechenden properties sein.

So dass die eigentlichen Explorationserfolge im Jahr 2088 kommen dürfen, sie haben ja in der presento schon tolle Dinge drin dazu.

re ausländische Foren,
nicht mal auf hotcopper ist was zu lesen (na gut, einer hat mal geantwortet). Das ist so ein richtiger Stealth Explorer

Enjoy,
Pisa

[pisa]

MARKET ROUND-UP - cobalt, magnesium and manganese alloys looking firm
Cobalt continued its march forward, with other specialty markets, like magnesium, indium and the manganese alloy also looking firmer. Indium, after many stagnant months, is trading a little firmer on the back of good demand, with traders quoting a range ...
Read more…


http://www.metal-pages.com/subscr/story.php?id=29851

Enjoy,
Ppisa

[pisa]

WOW

NQM hat zugekauft. Für knappe 1 Mio A$ und 3,5 mio shares. Unmittelbar Baal Gammon Reserven in nordwestlicher Richtung vergrössert durch Erwerb der angrenzenden Liegenschaften. Zusätzlich nördlich Explorationspotential dass die Baal Gammon Reserven erhöhen kann.

Weiterhin eine Menge neue properties (teilweise vor 100 Jahren Förderung eingestellt), alle mit historischen Bohrungen und groben Ideen zu vorhandenen Resourcen.

- Consolation, 1.2 km nördlich von Baal Gammon
- Isabel, open pit, sehr hohe Indiumgehalte (300-400g/t)
- Orient, high grade silber, blei, zink, indium
- Mont Albion, historische 1.5 mio oz Silber gefördert, Explorationspotential massiv base metals
- Siberia, wieder base metals mit Silber und Indium

NQM hat somit vorfristig das Ziel erreicht, eine dominante Position im Herberton Gebiet aufzubauen.
Explorationspotential massiv vorhanden sowie kurzfristige Ausweitung der Baal Gammon Reserven möglich.

Ich sehe diese Transaktion im Vorfeld der FS als Antwort auf die Kosten und der daraus folgenden wünschenswerten Ausweitung der Reserven.

Die Vielzahl der hochgradigen Indium Beimischungen machen Indium zu demm Differentiator von NQM.

ATH von 0,42 A$ heute eingestellt.

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

[pisa]

Heute in Aus neues ATH, 0,475 A$, +22%.

Rerating times ...

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 31.374.152 von pisa am 03.09.07 15:03:50

Und die 6 Monatsperformance






Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.670.708 von pisa am 05.12.07 12:37:27

heute ATH SK 0,52 A$

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.435.332 von pisa am 15.11.07 11:35:19

So dass die eigentlichen Explorationserfolge im Jahr 2088 kommen dürfen


So lange müssen wir natürlich nicht warten

Enjoy,
Pisa

[pisa]

Sie hören tatsächlich zu und setzen es um ..

NQM ist preferred buyer für die Newmont gold mine (wers noch weiss: Battle Montain->Normandy->Newmont), zusammen mit einem co-bidder. Die Mine hat in den letzten 11 Jahren 2.3 mio Unzen Gold gefördert.

John this just GREAT. Appreciate it.

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.691.814 von pisa am 06.12.07 23:45:57

Sorry,
über all dem excitement das ann vergessen

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.691.854 von pisa am 06.12.07 23:50:23

Und hier.
http://news.ninemsn.com.au/article.aspx?id=333341

Die Pajingo Mine wäre natürlich ein Riesenasset. Jetzt noch finalisieren und SPP machen, bitte keine Instis.

Heute im Hoch 0,64 A$, dann SK 0,53 A$, + 1.9%.

Wenn dann wirklich mal einer was kaufen will zu einem Zeitpunkt, gibt es einfach nicht genug Angebot, wie heute. Ask abgegrast bis 0,64 A$

Enjoy,
Pisa

[pisa]

http://www.newmont.com/en/operations/australianz/pajingo/ind…

The Pajingo underground mine is located 43 miles (69 kilometers) south of the former gold mining center of Charters Towers, which, is 82 miles (132 kilometers) southwest of Townsville in northern Queensland. Discovered by Battle Mountain Gold in 1983 and operated as a joint venture by Normandy after 1991, the operation became 100% owned by Newmont in February 2002.

An open pit operation commenced at Vera in 1996, with the underground Nancy and Vera ore bodies reached via declines in 1997.

Newmont has increased exploration activity in the Gracelands and Harvest areas as geological information indicates potential for discoveries of ore systems similar to the high grade Vera/Nancy orebodies. Drilling over a strike length of approximately 2 miles (3 kilometers) has intersected high-grade epithermal gold mineralization to depths of more than 2,000 feet (600 meters) along the structure.


Enjoy,
Pisa

[pisa]

http://www.industrysearch.co.uk/news/printarticle.asp?id=274…
Newmont planning to sell its Pajingo gold mine in QLD
8/8/07:

Newmont Mining Corp, the world's second largest gold producer, says it will sell its Pajingo gold mine in Queensland and hopes to divest it by the end of the year.
Newmont regional group executive of Australia and New Zealand operations Russell Clark said the mature Pajingo operation would be a perfect fit for a junior company.
"The Pajingo mine has been a great mine for us, we could operate it next year, it has the opportunity to produce about 50,000 ounces," Clark said on the sidelines of the Diggers and Dealers forum in Kalgoorlie in Western Australia.
"My sense is it would be a good fit for a junior with Boddington (mine) coming on, we just feel it is probably a good time to give that to somebody else.
Clark said the company hoped to divest it by the end of the year.
Pajingo has about 300,000 ounces of gold resources and is about 69 kilometres south of the former gold mining town of Charters Towers.
Likely juniors that could be interested in the Pajingo asset include low-profile gold miner Citigold Corp Ltd.
Citigold has a substantial landholding in the Charters Towers region and operates the Warrior mine, which has an annual production rate of about 40,000 ounces a year.
Citigold was unavailable for comment.

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Antwort bzl. share price appreciation and higher volume.

- Newmont Gold mine negotiations
- Kauf von zusätzlichen Gebieten, Baal Gammon resource base vergrössert, massives base metal explorationspotential

Enjoy,
Pisa

[pisa]

http://www.minormetals.com/

Indium prices, Indium stories.

Enjoy,
pisa

[pisa]

New materials to be used in Intel CPUs
CCLonline - Such progress relates to the potential application of a material called Indium Gallium Arsenide in transistor production

http://www.cclonline.com/news/newsArticle.asp?articleid=1838…


Enjoy,
Pisa

[pisa]

Trading Halt


Baal Gammon Feasibility or Newmont Gold deal.
Handel in Aus spätestens Freitag wieder.


Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 32.734.914 von pisa am 12.12.07 08:51:06

[pisa]

Antwort auf Beitrag Nr.: 32.735.862 von Fruehrentner am 12.12.07 10:17:42

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

NQM kauft die Pajingo Mine von Newmont, hält 60% am JV mit HSK. Cashflow aus Goldproduktion schon im März Quartal 2008

Finanzierung läuft gerade.

Enjoy,
Pisa

[pisa]

OK Finanzierung über Instuis und SPP für Altaktionäre

18 mio wollen sie aufnehmen. 3 mio gleich für Baal Gammon. Macht alles Sinn.

Das Beste: Da NQM shareholder approval braucht aber nicht vor Dec 30 2007 bekommt (Newmont Bedingung, deal muss bis dec 30 closed sein), springt ein nichtgenannter Dritter ein, der, falls NQM nicht die Einwilligung der shareholder bekommt, anstelle von NQM den 60% Anteil übernimmt. Der garantiert also den Deal und ist nicht böse wenn er selbst zum Zug kommt


Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.744.353 von pisa am 12.12.07 19:59:30

mir fällt noch ein
shareholder approval ist ein heimspiel
Wegen den Walker shares

Enjoy,
Pisa

[pisa]

Full steam ahead for commodities: Merrill

http://www.theaustralian.news.com.au/story/0,25197,22909289-…

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

ASX persistent

Enjoy,
Pisa

[pisa]

INDIUM - Fastest transistor yet?

http://www.newelectronics.co.uk/article/12447/Fastest-transi…

[pisa]

Nanosolar Plans German Plant in Addition to California Location

December 12, 2007...Nanosolar of San Jose, California USA, is a company that produces thin-film copper indium gallium diselenide photovoltaic cells. Like several photovoltaic producers it has recently gained funding and plans expansion. The company has reportedly made plans to start a solar-panel assembly line in Luckenwalde, Germany, a town south of Berlin, according to an article in Greentech Media. This plant is in addition to the San Jose, California USA, 430 MW per year solar cell foundry that is scheduled to begin early production by the end of this year. Company CEO Martin Roscheisen confirmed Tuesday that the company has begun preparatory at the German site. The Luckenwalde plant is expected to begin making panels in the first quarter of next year. The production capacity of the plant will be in the range of "multi-100" MW of photovoltaic cells produced annually, according Roscheisen. Roscheisen indicated that the Luckenwalde facility will begin production after the San Jose plant does.

[pisa]

spannend, Trading Halt verlängert, Kapitalaufnahme für Pajingo Gold Mine Kauf. Bis 18. Dezember voraussichtlich

Enjoy,
Pisa

[pisa]

bis jetzt noch nix..

da rauchen die Köpfe, stelle mir vor die sitzen in einem vollgequalmten Zimmer, mir Pokerface, übernächtigt, und verhandeln...



Enjoy,
Pisa

[pisa]

John McKinstry BE(Min), MAusIMM, MAICD – Chief Executive


He commenced work at the Agnew Nickel Mine, and spent 3 years at Leinster before transferring to Mount Isa with MIM. After 6 years in various roles at Mount Isa, John left to join Normandy Mining as manager of mining at the Golden Grove operation. Following time with the La Source JV in Paris, he returned to Australia to complete a feasibility study on the Pajingo JV at Charters Towers, and went on to manager the operation for the next 5 years. During the last year he also managed the Mt Leyshon mine.

Das Baby kehrt zurück zum Papi


Enjoy,
Pisa

[pisa]

Pajingo packs a punch

Newmont's sale of its Pajingo goldmine in Queensland was a hotly contested affair, with North Queensland Metals and Heemskirk Consolidated winning the day with a $25 million bid.

Pajingo has been producing at an annual rate of about 170,000 ounces, but the plan by North Queensland (60 per cent and operator) and Heemskirk (40 per cent) is to bring production back to the 60,000 to 70,000 ounce range, which, based on known resources, should be good for at least another three years of operation.

But the acquisition is as much about tapping the exploration upside on the 830-square-kilometre Pajingo leases as anything else, with the potential for the discovery more high-grade pods here or there expected to lengthen mine life. Thanks to its grade and the decision to move to the lower annual production rate, Pajingo should be profitable at current gold prices

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Morgen also sollen die Verträge durch sein.



Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.812.023 von pisa am 19.12.07 10:32:58

Noch nix...

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

capital raising ist durch 17.1 mio A$ a 0,37 A$, 40 mio neue shares.

Zwei Tranchen. Zweite pending shareholder approval.

SPP für Altaktionäre. 5000 A$ zu 0,37.
Hmm 5000 ist nun nicht sooo viel. Aber gut, besser als nix.

Alles in allem.

Gut gemacht!

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.833.434 von pisa am 20.12.07 23:42:31

sooo

und hier die presento zur acquise..

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Na, da die Zuteilung auf 5K A$ begrenzt ist muss man wohl am markt zukaufen..

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 32.833.485 von pisa am 20.12.07 23:47:22

das ist sogar noch genailer als das was Tom mit SOG gemacht hat für Navigator.

Yes!

Brilliant.

[pisa]

Na, ging bisschenw as um heute nacht, 400K shares.
Aber so viel auch wieder nicht.

Immer noch im Stealth Mode. Na, mir kanns Recht sein.

Enjoy,
Pisa

[pisa]

QUEENSLAND PROJECT
New life for for former Newmont gold boom mine
The mine that lit a new fire under Australia’s 1980s gold boom and opened up a previously uncharted region for epithermal gold-silver mines is now set for a new lease of life.

Author: Ross Louthean
Posted: Friday , 21 Dec 2007

PERTH -

North Queensland Metals Ltd (ASX: NQM) and Heemskirk Consolidated Ltd (ASX: HSK) announced today they would join forces to buy the Pajingo mines from Newmont Mining Corporation for $A$25 million in cash and shares. North Queensland's share would be $A15M, made up of $A9.4 M cash and $A5.6 M in shares.

The handover will take place on December 30, in the meantime North Queensland and Heemskirk have had discussions on appointing key management. There would not, North Queensland said, be any immediate capital expenditure requirements.

North Queensland will hold a 60% stake in this venture and Heemskirk - which is a Melbourne-based resource financier and investor - will have the balance.

The original Pajingo deposit was discovered by American company Battle Mountain Gold and it developed the Scott Lode mine there in 1987 - a discovery that led to an exploration rush in the Drummond Basin, south of Charters Towers in north Queensland.

A joint venture was formed with Normandy Mining (inherited by Newmont with the takeover of that gold company) in 1991 and the Vera-Nancy deposits became the focus of attention through underground mining in 1996. Newmont gained 100% ownership in 2002.

Nearly 2.5 million ounces of gold have been produced at Pajingo since 1987 at an average grade of 11.4 g/t from high grade epithermal veins that extend over a strike of 4 kilometres.

In its investor presentation today North Queensland said Pajingo had ceased to be a core asset for Newmont, and was in a region favourably located to infrastructure, services and labour.

The company described the project area as "world class" and had excellent exploration potential and would continue to be a "grade, not tonnage-driven mine."

North Queensland's chief executive John McKinstry is a former Normandy mining executive who had been a general manager at Pajingo, and non executive director Bruce Kay is former exploration director of Normandy. North Queensland's leases in the region include Baal Gammon which is undergoing a feasibility study based on a probable reserve of 3.1 million tonnes grading 0.96% copper, 0.22% tin, 34.2 grams/tonne silver and 29.6 g/t indium. This could be a 6 years open cut mining operation. With spare mill capacity at Pajingo, North Queensland plans to relocate the primary mill to Baal Gammon.

The company said the new scenario would be a 300,000 tonnes per annum underground operation to produce about 62,000 oz gold per annum.

Exploration would be reactivated after a hiatus of more than one year - and the joint venture will focus on three types of targets - epithermal quartz veins (Vera-Nancy, Harvest and Memphis), rhyolite dome-hosted quartz veins at the Wahines prospect and intrusive-related bulk tonnage deposits in the Eagles Nest area.

The most advanced targets are located at the south eastern extremity of the Vera-Nancy mineralised corridor. The search will also take in splay structures from within the existing workings and looking for repetition of Pajingo mineralisation at depth.



javascript:op("http://www.mineweb.com/mineweb/view/mineweb/…

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Pajingo Goldmine von Newmont gekauft.

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Share placement dazu. 12,5 mio neue shares a 0,37 A$. Wir Altaktiönäre können auch zu diesem Kurs teilhaben, allerding nur bix max 5K A$. SPP müsste jetzt bald bekannt gegeben werden.

Allen Investierten ein Frohes Neues Jahr! Nagut, den Nichtinvestierten auch

NQM's 1 Jahres performance. Für 2008 sollten wir eine noch bessere performance sehen


Enjoy,
Pisa

[pisa]

700000 Stück umgegangen an der asx, so langsam kommt richtig Volumen rein

[Fruehrentner]

Antwort auf Beitrag Nr.: 32.978.329 von pisa am 08.01.08 12:49:01

pisa,

Du auch hier?

[pisa]

Antwort auf Beitrag Nr.: 32.978.374 von Fruehrentner am 08.01.08 12:52:39

ähem, ja

[pisa]

You would think that the investment community, that is the banks, brokers and other professional advisors would scratch their head and adjust their expectations to these unexpected fireworks, but they don’t. Last week there were a number of experts from different brokerage firms interviewed on the daily business radio channel I listen to during the day and their comments just about blew me away. They still don’t understand. Gold has entered a new era and they just refuse to see it. They either have no opinion on Gold (let alone Silver) or they just see Gold as an abnormality, a freak rise that will soon be over.

These comments confirm my view that we are still in the very early stages of this major bull market in Gold, and it will most probably take a lot of time for these gentlemen to admit that they were completely wrong. By that time, Gold will have risen quite a lot more, perhaps even soaring above the $1000 mark before these ‘analysts’ eat their comments and retrace their steps.
http://www.kitco.com/ind/Martens/jan082008.html" target="_blank" rel="nofollow ugc noopener">
http://www.kitco.com/ind/Martens/jan082008.html

[pisa]

Pajingo Gold Mine update

North Queensland Metals (NQM) announced on 31 December 2007 that it had executed the Sale
Purchase Agreement for the Pajingo Gold Mine along with its Joint Venture Partner Heemskirk
Consolidated (HSK, 40%). Since that date NQM Gold Pty Ltd (100% NQM), as the Manager of the
operation, has made significant progress toward bringing the mine to full operation under a new, lower
cost operating regime.
Major items of progress include:
• Key Staff have been employed by the new Manager:
o John McKinstry (Chief Executive Officer of NQM) has assumed the role of Acting
General Manager while a search is underway for a new General Manager. John has
significant experience with the Pajingo Mine having been the original General Manger
of the mine for 5 years to 2001.
o The important positions relating to mill operations, fixed and mobile equipment
maintenance, warehouse and business administration have all been filled by former
Newmont personnel providing vital continuity.
o A new Enterprise Bargaining Agreement is expected to be ratified by the end of
January.
• AVKO Mining has been engaged as the mining contractor. AVKO’s experience and expertise
in narrow vein mining made them a logical choice for the revised mining plan.
• Underground mining by the contractor recommenced on one shift on 7 January 2008, with a
second shift commencing 14 January 2008. Ore is being hauled to the surface in preparation
for recommencing milling operations on 21 January 2008.
• Perth based process engineering company Intermet has commenced investigations into plant
modifications needed to operate under the new production regime.
• First gold is expected to be poured at the end of January, providing the first cashflows from
the site for the new owners.
• A review of the mine’s mineral stocks has commenced with a view to reporting a JORC
compliant Reserves and Resources Statement (previous reporting was to US standards).
Revised mining parameters and reduced cost profiles are expected to increase the figures
previously reported.
• A detailed progress report will be presented at the Company’s General Meeting on 4 February
2008. This meeting has been called to, amongst other issues; approve NQM’s purchase of an
interest in the mine.
The successful recommencement of operations will see NQM become a significant gold producer in
the Australian market with excellent exploration potential and the opportunity to extend the gold
resources of the company.Dated

[pisa]

http://www.kitco.com/ind/silberman/jan142008.html
Junior Gold Miners are Pulling Out of the Station
By Greg Silberman
Jan 14 2008 12:52PM

www.blog.goldandoilstocks.com



Large Cap Gold Stocks are up over 20% since their December lows. Does it mean that it’s too late to jump onboard? Hardly, we think a lot more upside awaits if you know where to look…

In this business the best acknowledgement you can receive is being called a good investor. Whilst it doesn’t sound like much, it insinuates a dozen herculean qualities that an investor must demonstrate in order to be ‘good’.

That would include patience, guts, a forward thinker, a risk taker, the ability to control your emotions, not to get scared into selling, not to hold too long, remembering to take profits off the table and never betting the farm on one idea, being nice to your fellow man and an all round gentleman (or woman) … ok maybe the last 2 are not needed but they do tend to come along with the package.

Take Gold Stock investing for example. Over the last 3 months Gold Stocks have oscillated between manic depressive and emerging euphoria. You would have to have been a very ‘good’ investor to withstand the test this market has thrown at you:

Chart 1 - HUI performance over 3 months; Novagold; Golden Star; Metallica Resources (below)



When the Amex Gold Bugs Index (HUI) dropped over 15% between November and December more than a few seasoned Gold Stock investors threw in the towel.

But wait, since its December lows, the HUI has rallied over 20% and thus begs the question, is it too late to buy or in the case of those who sold at lower prices, to buy back in?

Firstly, psychology dictates that if you sold out near the December lows you would probably be looking to validate your decision by waiting for a pullback before climbing back in. The very fact that the HUI has not pulled back indicates we are definitely in a Bull Market. The Bull wants as few people climbing onboard as possible.

Secondly the fact that Gold Stocks are rallying hard whilst the rest of the market is tanking indicates that Gold Stocks are finally moving up on their fundamentals. That is, they are responding to an out of control money supply and a fearful Fed.

Thirdly, whilst the index is at new highs, the gains have mostly come from large cap miners and has yet to filter down to the smaller caps. Most exploration and junior producers are still down in the dumps.

Point is, there is definitely still time to climb onboard but the spectacular gains will most likely come from the juniors where valuations are still low.

When the first announcement of a takeover hits the junior market it will be like a match to the flame as speculation over who will be next causes rapid upward revaluations – the good investor will be buying now in anticipation of this.

[pisa]

SPP kassiert. Na, bekommt man am markt jetzt unter 0,37.

http://news.iguana2.com/netwealth/ASX/NQM/196048

Enjoy,
Pisa

[pisa]

es ist unglaublich. 40mio A% MK, wobei grossteil der 130 mio shares nicht listed sind, free float sehr gering.

Mill nahm gestern betrieb auf. Goldförderung startet in den nächsten 14 Tagen.

Baal Gammon FS kann jeden Tag kommen.

Unglaublicher Wert der sich hier drin versteckt..

Enjoy,
Pisa

[pisa]

Erste Goldförderung!

119kg (3701 oz has been porued (50%Gold, 50%Silber)

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…


und 1/4ly
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Enjoy,
Pisa

[pisa]

Der Markt ist im Moment völlig blind was NQM betrifft
Also rechenen wir mal ein bisschen..

65000 Unzen im Jahr, NQM Anteil 39000
Das sind etwa 39 mio A$ Jahresumsatz.

Wenn sie 400 A$ pro Unze Gewinn haben wären das 15 mio A$ Gewinn vor Steuern. Bei 500 A$ Gewinnspanne 19 mio A$.
Wir haben 135 mio shares. 15 mio Gewinn macht 0,11 (0,14) A$ Gewinn per Aktie.
Haben wir im Moment also ein KGV von etwa 3. KGV von 10 bedeuted 1,10..1,40 A$ Aktienpreis.
Das alles nur für das Goldprojekt.

Nun kommt Baal Gammon dazu. Kupfer, Zinn, Indium, Silber. Die Firma hatte diese MK schon gehabt da war nur Baal Gammon dabei, bekommt man also jetzt das Goldprojekt geschenkt dazu

Ich erwarte das in den ersten 1-2 jahren keine oder wenig Steuern gezahlt werden müssen da die Erlöse für das ramp up von Baal Gammon und die Exploration eingesetzt werden sollten.

Das heisst also Baal Gammon kann online gehen und die Exploration kann Fortschreiten bei wenig Dilution und Schulden

Das ganze Dinge ist einfach genial. Offensichtlich zu genial, denn es verstehen im Moment nur Wenige.


Enjoy,
Pisa

[pisa]

Unser COT watcher Alex:

http://www.kitco.com/ind/roslin/jan282008.html

.... In the past two weeks, their net position as a percentage of the total open interest has fallen to a historic extreme of bearishness that has given me two consecutive bullish signals in my trading setup for gold stocks based on this data. ....


Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Presnto zum shareholder meeting, findet jetzt statt.

Enjoy,
Pisa

[Ikar]

Antwort auf Beitrag Nr.: 33.256.778 von pisa am 04.02.08 00:28:35

hi pisa,
was schätzt du ist im momentan cash übrig ?

[pisa]

Antwort auf Beitrag Nr.: 33.256.812 von Ikar am 04.02.08 00:47:48

im 1/4ly stand das sie nix haben. Die erste KE brauchten sie um den kauf bei Ende 2007 durchzuziehen. Das erste Gold werden sie jetzt zwar verkaufen, jedoch müssen heute die approvals für die weiteren capital raisings kommen, siehe slide 14.

T1 ist durch, T2, SPP, Newmoonst shares müssen heute approved werden. Danach sollten sie wieder ~6 mio cash haben.

Das Ganze ist ein Riesending für NQM. Ist mir ein absolutes Rätsel wie der Markt das aufegnommen hat. Wir sollten eigentlich zügig den 1 A$ zustreben...


Enjoy,
Pisa

[Ikar]

Antwort auf Beitrag Nr.: 33.256.828 von pisa am 04.02.08 00:57:32

vielen dank

[pisa]

Ok, alles Durch.




Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 33.257.397 von pisa am 04.02.08 09:14:47

was heisst das jetzt?

Entschuldige, aber verfolge diesen Werrt nur sporadisch, habs aber in meinen Favoriten.

[pisa]

Antwort auf Beitrag Nr.: 33.257.643 von Fruehrentner am 04.02.08 09:40:52

Grüss Dich
das heisst das alles laufen kann wie geplant. Grossteil der Aktienausgabe musste von der Hauptversammlung genehmigt werden, das ist nun geschehen. Die Finanzierungszusagen lagen ja schon länger vor.

Damit ist NQM ein Jahr nach dem IPO zum mittelgrossen Goldproduzenten aufgestiegen und haben damit erheblichst die Explorer typischen Risiken reduziert. Sie werden ~60000 Unzen Gold im Jahr produzieren, erstmal für 5 Jahre. Von dem aktuell hohen Goldpreis profitieren sie unmittelbar und direkt. Da der CEO der ehemalige Manager der Mine ist, glaube ich dass er auf Sicht
1. Den Goldausstoss erhöhen kann
2. Die Minenlaufzeit verlängern kann
NQM ist ja ein Explorer. Also werden sie in diesem 4 km Goldgebiet weiter explorieren und sicher die Resourcen erweitern können.

Das ursrpüngliche Projekt Baal Gammon wird weitergetrieben und Target weitherin Inbetriebnahme Anfang 2009. Das wäre ein Riesending wenn sie innerhalb von zwei Jahren zwei Projekte hochfahren können. Gold haben sie schon geschafft. Baal Gammon ist das Zweite. Wobei das Goldprojekt das Zweite beschleunigt. Stichwort Primary Mill.

Gleichzeitig wird die Exploration weitergetrieben, base metals + Indium als differenzierender Faktor.

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 33.212.825 von pisa am 30.01.08 13:30:15

Wir haben 135 mio shares

OK, aus der presento wissen wir nun dass es 152 mio shares sind.

Nun kann man als Altaktionär die dilution beklagen, das sollte jedoch mit einem SPP zum discount kompensiert werden.

Für Neuakionäre bietet sich ein Goldproduzent mit excellentem Explorationspotential sowie eines weit fortgeschrittenen Kupfer, Zinn, Indium Projekts für 152*0,37 = 56 mio A$ market cap zum Kauf an der in diesem Jahr etwa 15 mio A$ Gewinn machen wird.


Enjoy,
Pisa

[pisa]

Trading Halt

Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 33.280.021 von pisa am 06.02.08 08:58:39

[Fruehrentner]

Antwort auf Beitrag Nr.: 33.280.021 von pisa am 06.02.08 08:58:39

Gibts was neues??

[pisa]

Antwort auf Beitrag Nr.: 33.292.047 von Fruehrentner am 07.02.08 09:30:23

noch nicht ...

spannend



Enjoy,
Pisa

[pisa]

So ein Scheiss aber auch.

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

13.7 mio shares a 0,37 und ausserdem
11 mio shares zu 0,22 an die gleichen Investoren.

Mit anderen Worten, sie haben 7,49 mio zu 0,302 A$ geraist.

die sophisticated Investors Ar*er haben den Preis gedrückt offensichtlich weil NQM jetzt closen musste und alle Ihr Geld zusammenhalten.

Nagut, bei angenommenen 152 mio shares fd haben wir bei dem aktuellen Kurs 45 mio A$ MK.
Wenn man jetzt kauft bekommt was tolles. Aber das wäre bei einem issue preis von 0,37 A$ auch der Fall gewesen ohne die Altaktionäre zu verscheissern.

Wiedergutmachung steht an. Der SPP mit Bezugsrecht darf höchstens zu 0,22 angeboten werden.


Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 33.305.097 von pisa am 08.02.08 09:09:40

[pisa]

http://www.kitco.com/ind/Sobolev/feb192008.html
Why Juniors are Underperforming
By Boris Sobolev, Feb 19 2008 11:37AM

Risk aversion is now the prevailing sentiment for investors in the stock and credit markets. Credit spreads are growing across the board. As just one of many examples, the chart below shows a spike in the ratio between the US treasuries and investment grade corporate bonds to levels not seen since 2002.



Investors are moving money from paper assets to tangibles. Hard assets such as gold, silver, platinum, crude oil and various agricultural products (all part of the Reuters-CRB Index - $CCI) are near new highs.

In the natural resource stock arena, this mounting risk aversion is reflected in the underperformance of small cap juniors. In fact, this class of equities began to fall sharply relative to gold in the summer of 2007, at the same time when fears of the systemic financial crisis started to haunt investors.

This has become somewhat of a puzzle for bargain hunters who are invested in junior mining companies and who have been unable to capitalize on the gold price move since the beginning of the financial crisis in the summer of 2007. In fact, risk aversion has become so severe that small caps traded on the Venture exchange in Canada are now at their lowest level relative to gold (real money) since the beginning of the gold bull market.



This spells opportunity. Unless we are on the brink of falling into a depression (the probability of which, in our opinion, is slim to none), patient investors who continue to build positions in extremely undervalued junior mining companies will be quite pleased with their returns in 2008.



Enjoy,
Pisa

[pisa]

So,
2 mio Stück heute umgegangen., hi/lo 0,31/0,27

Vermute, dass entweder
die Garantiegeber der acquisition ihre 1,5 mio shares verkauft haben

und/oder

die 11 mio shares zu 0,22 zum Verkauf stehen.

Kann also heissen, das wir noch ein paar Tage auf dem Niveau verharren, bis die Jungs fertig haben. Danach gibts die 13 mio 0,37 er shares, damit können wir noch bis 0,5x laufen bis die wieder verkaufen wollen.

Die newmont shares lass ich aussen vor, glaub ich nicht dass die verkaufen , hätten sie ja auch auf cash only bestehen können.

Enjoy,
Pisa

[pisa]

http://www.kitco.com/ind/saville/feb262008.html
More on Gold Stocks Versus Gold Bullion
....
Another way to view the situation is to compare the price of gold with the average valuation being assigned by the market to the in-ground resources of junior gold mining companies. This exercise has been done by Canaccord and it shows that since 11th October last year the rise in the gold price from $750 to $900 was accompanied by a 30% DECLINE in the average market value of the junior mining sector's in-ground gold resources. From a valuation perspective this would only make sense if the average in-ground gold resource had been dramatically over-valued to begin with or if the rise in gold's nominal price had been associated with a decline in gold's real price (gold's price relative to other investments and tangibles). Neither of these is true, so should we conclude that the gold sector's performance simply doesn't make sense?
....
The stock market's habit of shifting from one valuation extreme to another creates excellent money-making opportunities, but you won't be able to take advantage of these opportunities if you blindly assume that the market is right or that past trends will continue. The market is like an emotional pendulum -- the further it swings in one direction the closer it comes to swinging back in the other direction.

Applying the pendulum analogy to the relationship between gold stocks and gold bullion, the best time to be intermediate-term BEARISH on gold stocks relative to gold bullion is following a lengthy period during which the stocks have been STRONG relative to the bullion and the emotional pendulum has reached an optimistic extreme (extreme optimism about the prospects of gold stocks), as was the case at the end of 2003 and during the first half of 2006. By the same token, the right time to be intermediate-term BULLISH on gold stocks relative to gold bullion is when the pendulum has reached the opposite extreme (extreme pessimism about the prospects of gold stocks) in response to a lengthy period of UNDER-PERFORMANCE by the stocks, as was the case in 2000-2001 and May-2005, and as is, perhaps, the case today. The point, in a nutshell, is that the best time to buy gold stocks is after they have been beaten down to the point where they are very low relative to gold and the majority has become convinced that the metal is the better investment.

Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Gold Production target schon zwei Monate nach Übernahme erreicht

Im Februar 5314 Unzen Gold produziert, das macht mal eben 5,6 mio A$ Umsatz aus
Und : Die Mine wird umdesignt auf intelligenteren Abbau, weg vom bulk. Schön auch wie er um Fachkräfte wirbt, mit dem statement das junge Absolventen gerade in einer eingefahrenen Mine und dem redesign tatsächlich was lernen und leisten können und nicht in einem aufgeblasenem explorer im Boden rumstochern um am Ende des resource booms nix zu wissen

Resourcenstatement Ende März. Bemerkenswert dieser Satz:

"The first JORC compliant Reserve and Resource statement for Pajingo will be released later this month incorporating some of the new mining plans. The statement will no doubt surprise those who might have been under the impression that Pajingo was almost exhausted. The previous owner being a US company did not report Resource but had done much work on what was classified as Non Reserve Mineralisation".

Die 62000 Unzen im jahr werden wohl etwas mehr, output hoch auf 70000 Unzen im Jahr ab Juli.

Also, ich bin zufrieden, den SPP will ich aber noch haben.

Enjoy,
Pisa

[pisa]

OK. Gut. Scheinen ja doch noch Leute Geld verdienen zu wollen..

Kaufinteresse. +14 % heute in Aus bei guten Voluem (~800000 shares).

Enjoy,
Pisa

[pisa]

na, so langsam wirds ja wieder

abermals knapp 10% plus in Australien.

Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…
JORC resource statement, knapp 500000 Unzen, mile life wird verlängert über die ursprünglichen 5 Jahre, höhere Grade als erwartet

Output starts @ 62000 Unzen pa, July 2008 70000 oz, July 20009 80000 oz...
Heisst... July 2010 90000 oz?

Das hat mir am miesten gefallen:

Production at Pajingo is forecast to total 390,000 oz gold over a life of mine extended to six years. In the Life of Mine plan only the underground Reserves and Resources are counted. The open pits, while potentially viable, are not a priority for the joint venture partners. The simple goal is to add to the Resource each year above production rates, although expectations are considerably higher.

“This Reserve and Resource Statement confirms that Pajingo has a good life as a significant gold producing mine, which boosts the chances of further significant discoveries within the epithermal system.”

Enjoy,
Pisa

[Popeye82]

[pisa]

nur 0,56% der shares involved in Opes Prime Bankrott

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…


Macht gleichmal 12 % Plus in Aus


Übrigens folgende Satz zeigt was so alles geht (und den Kurs unter Druck bringen kann), gut dass NQM da nicht bei ist.

"No Directors or Officers of NQM are exposed to margin loan arrangements with Opes Prime secured by NQM shares."

Den eigenen Bestand verleihen zum shorten sollte ja auch verboten werden

Enjoy,
Pisa

[pisa]

da Kupfer und Indium wieder mehr in den Fokus rücken wäre mal interessant was Baal Gammon zur Zeit macht. Da haben sie doch einen dedizierten PM eingestellt...
Naja vielleicht sind im Moment noch alle gebunden an Pajingo..

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 33.808.971 von pisa am 04.04.08 13:05:14

Indium market rebounds with appetite by Japanese buyers
International indium market rebounds when sputtering target material makers are expected to secure the material.

The indium price increased by around 20% in a month with speculative purchase by traders after the price halved in 2 years. – Japan Metal Bulletin

metalsplace.com

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 33.808.971 von pisa am 04.04.08 13:05:14

China indium producers suspend exports sensing price rise soon
Some indium producers in China have suspended exports for the present in anticipation of rising prices for the metal.

metalsplace.com

Enjoy,
Pisa

[pisa]

1/4 ly out

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

NORTH QUEENSLAND METALS
AUSTRALIA’S NEWEST GOLD PRODUCER
• Initial production at Pajingo under new owners yielded 10,816oz gold in
March quarter at cash cost of A$527/oz
• Pajingo production forecast at 390,000 oz gold over six year mine life
based on revised Reserves and Resources estimate
• Baal Gammon copper-tin project feasibility study completed;
development decisions pending

...
NQM received an average gold price of $1025/oz for the quarter. NQM has not hedged any of its gold production.

Baal Gammon Project Feasibility (100% NQM)
The feasibility study into the development of the Baal Gammon copper-tin-silver-indium project near Herberton was completed during the quarter and is under consideration.
Conditional on approval the Project team will move to detailed engineering, securing of key plant and equipment, finalisation of marketing and securing of finance. Details of the outcome will be released following a review by the Board..
As part of the Pajingo Gold Mine acquisition NQM secured the existing secondary ball mill which has been earmarked for use at Baal Gammon. This removes uncertainty on lead time for this major piece of equipment Following a process of selection a North Queensland based earthmoving contractor has been nominated to complete the mining of the pit and a contract has been prepared. The finalisation of the contract is subject to the project approval. With the completion of the study on the immediate pit there is now renewed focus on adding additional ore stocks in the immediate area.


Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 33.998.511 von pisa am 30.04.08 07:20:20

wenn ich mal ein bisschen rechne:

~500 A$ Gewinn per Unze, sind ~5 mio Gewinn für das Quartal, 60% Anteil sind ~3 mio A$, wobei die Produktion im Rest des Jahres höher als 10000 Unzen pro Quartal liegen dürfte. Haben sie also ~15 mio Gewinn aufs Jahr. Bei ~150 mio shares sind das 0,10 A$ Gewinn pro Aktie, bei einem Kurs von ~0,30 A§ haben wir somit einen Goldproduzenten mit einem KGV von 3 .

Enjoy,
Pisa

[pisa]

Oh yesss, Baal Gammon wird entwickelt

NQM TO DEVELOP BAAL GAMMON COPPER-TIN-SILVER-INDIUM MINING PROJECT TO JOIN PAJINGO GOLD MINE AS NQM’S SECOND OPERATION MINE

Feasibility confirms robust project
• Marketing of concentrate to now commence
• Mining 500,000tpa for 7 years
• Approximately $47M capital expenditure
• Late 2009 commissioning
• Approvals process well advanced
• Strong local community support

Ende nächstes Jahres Inbetriebnahme, CAPEX von nur 47 mio A$, payback period ~3 Jahre

Finanzierungsverhandlungen laufen schon.

...
The next steps in the project are to proceed to finalise the mining contract and electrical power supply, develop detailed engineering of the processing plant, undertake pyrometallurgy and variability testwork and negotiate concentrate sales. Second hand plant is being considered, and will include plant obtained in the acquisition of Pajingo but not required there for the revised operation. Definitive numbers for the project budget will be released when the plant design is completed
on the procured equipment


Gefällt mir ausserordentlich.


Enjoy,
Pisa

[pisa]

oops, links vergessen
ann
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

audio
http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Enjoy,
Pisa

[pisa]

Da Baal Gammon jetzt wieder in den Fokus rückt, auf Seite 16-18 dieser online Publikation interessante Einsichten zu Zinn und sogar zu Indiumzinnoxid, wichtig für die semiconductor industry und praktisch in Reinform auf Baal Gammon abbaubar .. Spässle


http://www.rohstoff-spiegel.de/count.php?url=rs_2008-10.pdf


Enjoy,
Pisa

[pisa]

http://www.goldseiten.de/modules/mylinks/visit.php?cid=5&lid…

Goldproduzenten bauen Hedge stärker als erwartet ab
Wie Societe Generale eben veröffentlicht hat, betrugen die Terminverkäufe (Hedge) der Goldproduzenten weltweit am Ende des ersten Quartals 22,69 Mio. Unzen bzw. 706 t. Die Rückkäufe bzw. Schließungen der Hedge in Höhe von 4,12 Mio. oz bzw. 128 t übertrafen dabei die Erwartungen ganz wesentlich.

Alleine die drei großen Produzenten Anglogold Ashanti, Barrick Gold und Buenaventura verminderten ihr Hedge-Buch um 3,2 Mio. Unzen. Da der Goldpreis aber während des besagten Quartals um 100 US $ stieg, verschlechterte sich der Markwert der Hedge weiter auf Minus 10,6 Mrd. US $, verglichen mit –10,0 Mrd. US $ per Ende 2007.

GFMS erwartet auch für das Juni-Quartal starke De-Hedging-Aktivitäten der Produzenten.


© Redaktion GoldSeiten.de / Rohstoff-Welt.de / Minenportal.de


Und, warum machen die das?

Enjoy,
Pisa

[pisa]

pünktlich zur Baal Gammon ramp up decision wird Indium wieder deutlich teurer. minormetals.com quoted 650:730 US$.

Enjoy,
Pisa

[pisa]

Goldoz update




Enjoy,
Pisa

[Metasequia]

Antwort auf Beitrag Nr.: 34.224.414 von pisa am 03.06.08 10:52:21

Hallo Pisa,
du machst hier eine wirklich gute Arbeit.

Habe Notth Queensland aber nur auf der Watchlist.

Grüsse Meta

[pisa]

Antwort auf Beitrag Nr.: 34.263.310 von Metasequia am 08.06.08 15:35:20

was mir am meisten bei dieser Firma gefällt ist die geradlinige Handlungsweise.

IPO-> Baal Gammon entwickeln
Kreditkrise-> hmm wird schwierig Geld aufzunehmen für Baal Gammon und die weiterführende Exploration
Pajingo steht zum Verkauf-> Hey das war doch meine alte Mine, kenn ich aus dem effeff, die kauf ich, habe ich jahrelangen cashflow und
Exploration, Baal Gammon Finanzierung, neue Projekte nun kein Problem mehr.

Enjoy,
Pisa

[pisa]

announcement out

net profit 0.5 - 1 mio A$ für das Finanzjahr ending 30.Juni 2008

Nächste Finanzjahr (1.Juli.2008-30.6.2009) 74000 oz Gold production erwartet.

Alle changes in Pajingo done, net profit affected by startup of mine.

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

www.brr.com.au/event/47163

Nun kann man meckern der profit ist nicht gut genug, aber es
1. Erste halbe jahr unter neuer ownership
2. Ramp up
3. Sie haben profit gemacht! Muss man sich nur mal umschauen wie depressed die Goldies jetzt sind wegen der irre steigenden kosten

Alles in allem: Gut gemacht!

Pajingo nach einem halben Jahr eingeschwungen, jetzt Fokus auf exploration und Baal Gammon

Da ich kurz- und mittelfristig für Goldies eine glänzende Zukunft sehe wird Pajingo noch viel Freude bereiten... Gold/Oil ratio im Auge behalten..



Enjoy,
Pisa

[pisa]

aus einer company presento zwei sehr aussagekräftige slides bzgl. Gold








Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Kauf von neuen Gebieten, sehr grosses Explorationspotential um Baal Gammon Resource signifikant zu vergrössern.

Enjoy,
Pisa

[pisa]

sehr informative company presento von heute

Pajingo Gold für cash flow
Baal Gammon und Umgebung für Kupfer, Zinn, Indium

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

Titel ist "Analysts Presentation"

Scheint also bald professionelle Coverage zu kommen.

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 34.476.711 von pisa am 10.07.08 08:47:33

Da ichs nun einmal für HC gemacht hab stell ichs hier auch nochmal rein.

Summary aus der coroporate presento

Pajingo Gold Mine






Baal Gammon and Herberton area base metals, Indium rich






Potential von North Queensland Metals




Investment facts

[pisa]

Mal so als Vergleich - Beadell Resources Ltd -

hat versucht die Cracow Gold Mine zu kaufen, Newcrest hat da 70%. Sollte allerdings a whopping 280 A$ kosten. Ging nicht durch da die Finanzierung über share issue nicht gestemmt wurde.

Hier mal der Überblick über die Mine
http://www.beadellresources.com.au/upload/pages/company-anno…

Cracow sollte ~100 K Unzen per year at cash costs ~400 A$/oz produzieren auch erstmal über 5 Jahre. Hat zwar etwas mehr resourcen und wohl bessere cash costs, abwer im Prinzip mit Pajingo vergleichbar (Pajingo wird in der presento auch erwähnt).

Nur hat NQM für den 60% Anteil an Pajingo 15 mio bezahlt

Na, we weiss ob der CEO nicht schon ein Auge auf Cracow geforfen hat, die Mine ist ja schon mal in Queensland, passt also prima zur Firma , Newcrest dürfte auch klar sein dass sie mit ihren Preisvorstellungen völlig daneben gelegen haben...

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 34.502.633 von pisa am 14.07.08 15:55:41

a whopping 280 A$ kosten

280 Millionen A$ soll das heissen

[Fruehrentner]

02.09.2008 13:31:00

GOLDINVEST-Kolumne: Indium - das unbekannte Metall

Nicht vielen Anlegern, die sich für Rohstoffe interessieren, dürfte Indium ein Begriff sein. Zu ihrem Nachteil. Denn Indium hat nach Ansicht von Experten eine Preissteigerung vor sich, die die Entwicklung bei Gold und Öl bei weitem übersteigen könnte.

Vielen von uns würden eine Menge Gründe einfallen, warum die Preise für Computerbildschirme, Fernseher und Handys steigen sollten; aber kaum jemand käme wohl auf Indium. Nachdem ein Kilogramm des raren Schwermetalls im ersten Quartal 2008 noch rund 500 US-Dollar kostete, sprang der Preis Anfang Juni um mehr als 60 Prozent auf knapp 700 Dollar. Mittlerweile sind die Kosten wieder auf etwas mehr als 600 Dollar pro Kilo zurück gegangen - doch viele Experten gehen davon aus, dass das silbrigweiße Metall noch vor Jahresende 2008 wieder die alten Hochs bei knapp 1.000 US-Dollar erreicht und vielleicht sogar überschreitet.

Der wichtigste Grund: Jeder Bildschirm, sei es bei LCD-Fernsehern, iPhones oder Computermonitoren, benötigt Indium. Und die Branche wächst in rasantem Tempo: Nach Aussage der Marktforscher von DisplaySearch werden die Verkaufszahlen solcher Bildschirme allein 2008 um 21 Prozent steigen und damit ein Volumen von 123 Milliarden US-Dollar erreichen.

Davon abgesehen, wird, so Trader, die chinesische Regierung in den kommenden Monaten ungefähr 200 Tonnen Indium als Reserve einlagern und so die Preise noch weiter nach oben treiben. Und langfristig gesehen gibt es einen Megatrend, der die Preise für Indium in ungeahnte Höhen treiben könnte: die Solarenergie. Denn bei der Herstellung von Solarzellen der neuesten Generation setzen sich immer mehr so genannte Dünnfilmsolarzellen durch, deren Oberfläche unter anderem mit Indium beschichtet wird.

Derzeit, so wird geschätzt, ist der Markt bei rund 1.300 Tonnen ausbalanciert, doch davon stammen nur 600 Tonnen aus der Neuproduktion, der Rest aus dem Recycling. Wenn nun, wie zu erwarten ist, auf Grund der genannten Faktoren die Nachfrage anzieht, sollte sich der Preisdruck schnell aufbauen - zumal weder Recycling noch Produktion kurzfristig hochgefahren werden können.

Doch schon heute liegen die Indiumpreise so hoch, dass viele Unternehmen darüber nachdenken, wieder in die Produktion von Indium, ein Nebenprodukt der Zinnförderung, einzusteigen. Auch der neue Fonds SMG Indium Resources, in den USA seine Zulassung beantragt hat, setzt auf steigende Indiumpreise: Das Ziel von SMG laut Prospekt: Indium kaufen und einlagern, um den Wert des Metalls zu steigern.

GOLDINVEST.de berichtet und kommentiert das aktuelle Geschehen an den Rohstoffmärkten und verfolgt die Entwicklung von Minengesellschaften, insbesondere aus den Bereichen Gold- und Silber, aber auch bei Basismetallen und sonstigen Rohstoffen. Weitere Infos unter: www.goldinvest.de

Der obige Text spiegelt die Meinung des jeweiligen Kolumnisten wider. Die Smarthouse Media GmbH übernimmt für dessen Richtigkeit keine Verantwortung und schließt jegliche Regressansprüche aus.

-gi-

© GOLD INVEST

Quelle: AKTIENCHECK.DE

[pisa]

Antwort auf Beitrag Nr.: 34.958.159 von Fruehrentner am 03.09.08 09:23:33

yo gut wenn Indium mal wieder mehr in den Fokus rückt, schleisslich wird gerade Baal Gammon startup verhandelt ;-)

Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 34.958.405 von pisa am 03.09.08 09:40:56

Wenn sich allerdings künftig die OLED-Technologie bei kleinen und grossen Displays durchsetzt auf Kosten von LCD, wird der Indium-Bedarf deutlich geringer als prognostiziert ausfallen.

Sony hat kürzlich den ersten kommerziellen OLED-Fernseher präsentiert.

Muss man weiter beobachten, wie sich das entwickelt mit OLED

[pisa]

Antwort auf Beitrag Nr.: 34.959.261 von Fruehrentner am 03.09.08 10:34:26

[pisa]

John Embry erwartet Goldaktienrally
15.09.2008 | 13:45 Uhr | Rainer Hahn (EMFIS)
RTE Stuttgart - (www.rohstoffe-go.de) - Der Strategie-Chef des Brokers Sprott Asset Management, John Embry, erwartet, dass den Spekulanten, die den Goldpreis derzeit nach unten drücken, bald die Kraft ausgeht. "Dies ist ähnlich dem Versuch eine Quelle zuzuhalten. Du hältst sie zurück, aber wenn sie durchbricht, springt sie stark hoch. Wir werden bald eine sehr starke Reaktion des Goldpreises sehen," so Embry. Dies könne noch bis zum Ende des Jahres geschehen, sonst wäre der Goldanalyst überrascht. Um neue Goldminen profitabel zu eröffnen wären derzeit etwa 1200 Dollar beim Goldpreis je Unze nötig, so Embry. Bei 800 Dollar würden sogar Minen schließen. Vor allem kleinere Goldgesellschaften seien derzeit krass unterbewertet. Ihr Bewertungsniveau läge in etwa bei dem zu Beginn des neuen Goldzyklus im Jahr 2000. Daher bestünden Chancen zum Einstieg.

[pisa]

yep und da Gold heute wieder bei 1077 A$ notiert ist nqm ungemein profitabel

[pisa]

Gold > 1100 A$, oil sinkt....

Schlausein lohnt sich

Enjoy,
Pisa

Dow bald bei -1000

[pisa]

1,7 mio nach Steuern verdient, das sind 4 A$ cent per share, wobei hier die Produktion nur halbes Jahr beiträgt (Finanzjahr endet 30.6.08)

Nutzen wie erwartet den cashflow für Baal Gammon development. Smart. Brauchen keine Bank weil sie richtiges Geld aus dem Boden holen: Gold




Enjoy,
Pisa

[Kaufangebot]

144,5 Mio Aktien.

[pisa]

Antwort auf Beitrag Nr.: 35.346.901 von Kaufangebot am 30.09.08 14:00:35

oooopppppssss sry!

Genau, hab die 39 von Market cap genommen. Also Unfug die 4 cents. Danke für den Hinweis!

Enjoy,
Pisa

[pisa]

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 35.444.266 von pisa am 06.10.08 21:44:59

Aussi Gold schon bei 1330 A$, war heute sogar knapp bei 1400

Nur mal zur Erinnerung, sie hatten im Schnitt 993 A$ pro Unze im ersten halben Jahr der Förderung bekommen...


Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…

6-8 mio Profit nach Steuern für das Halbjahr

Enjoy,
Pisa

[pisa]

http://news.theage.com.au/business/more-junior-miners-to-go-…

So einige interessante deposits for sale in Queensland.

Der CEO dieses Explorers hat bewiesen, das er eine Mine/asset übernehmen, die Finanzierung stemmen, und es profitabel betreiben kann.

Baal Gammon weiterzuentwickeln sieht im heutigen Kontext mutig aus (Kupfer, Zinn, Indium, Silber) jedoch soll er genau dies tun und weitere assets zukaufen, vor 2010 würde diese base metal Mine nicht am Start sein, und ende 2009/Anfang 2010 wird sehr interessant werden da viele Minen bis dahin geschlossen sind und keiner mehr weiss woher der supply kommen soll...

Enjoy,
Pisa

[pisa]

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?…


Nun wer sagst denn, weitere Gebiete für lau dazubekommen. Stellen sich immer besser auf für eine base metal reswing...

ENjoy,
Pisa

[pisa]

6mio profit
1 cent Dividende., nicht schlecht

5% Dividenenrendite... nicht schlecht für jemanden der als Explorer gestartet ist...

Enjoy,
Pisa

[pisa]

Antwort auf Beitrag Nr.: 36.616.542 von pisa am 20.02.09 07:05:01

nun ja war ja nur fürs Halbjahr.. wenn sie nochmal 1 cent auszahlen für zweite Halbjahr haben wir fast 10% Dividendenrendite

Enjoy,
Pisa

[pisa]

http://www.resourcestocks.com.au/profiles/archive/2009/March…



Enjoy,
Pisa

[pisa]

https://www.aer.com.au/net/Public/ViewReport.aspx?id=82424&u…

Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 36.821.942 von pisa am 22.03.09 23:32:34

http://https//www.aer.com.au/net/Public/ViewReport.aspx?id=8…

Die Webseite kann nicht angezeigt werden.

[pisa]

Antwort auf Beitrag Nr.: 36.821.996 von Fruehrentner am 23.03.09 00:09:26

das erste http:// löschen oder link in browser kopieren..

Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 36.821.996 von Fruehrentner am 23.03.09 00:09:26

jetzt:

http://www.resourcestocks.com.au/profiles/archive/2009/March…

[pisa]

Antwort auf Beitrag Nr.: 36.823.844 von Fruehrentner am 23.03.09 11:19:38

na gut, dann stell ich den korrekten link auch nochmal rein

http://www.aer.com.au/net/Public/ViewReport.aspx?id=82424&us…

[pisa]

Antwort auf Beitrag Nr.: 36.806.862 von pisa am 19.03.09 20:52:00

Halbjahresdividendengutschrift von 0,01 A$ per share eingetroffen

zum momentanen Kurs entspricht das einer Ganzjahresrendite von knapp 8 % , freu mich schon aufs nächste Halbjhar

Das Sie ein zusätzliches Goldprojekt identifiziert gefällt mir auch, während Baal Gammon mit Zinn und Indium in der Schublade verwahrt wird, speziell Indium traue ich einen rebound zu

Enjoy,
Pisa

[pisa]

1/4ly out

http://www.asx.com.au/asx/statistics/displayAnnouncement.do?
display=pdf&idsId=00947345" target="_blank" rel="nofollow ugc noopener">http://www.asx.com.au/asx/statistics/displayAnnouncement.do?
display=pdf&idsId=00947345


2.2mioA$ profit vor Steuern fürs Quartal trotz der Schwierigkeiten.

Enjoy,
Pisa

[pisa]

http://www.canaryevents.com.au/gold2009/3.html

first hand info from CEO

[pisa]

Wer die Superstory und performance von NQM fein von einem Broker aufbereitet haben mag... wird hier fündig


http://www.nqm.com.au/index.php?option=com_docman&Itemid=&ta…


Enjoy,
Pisa

[pisa]

http://www.theaustralian.news.com.au/business/story/0,28124,…

WE pay far too much attention to the daily movements of gold.
Will it go through $US1000 per ounce or will the US economy and dollar stage a miracle recovery, sending the yellow metal back below $US600?

You have to see the context. Or, if you prefer, the big picture.

The market has already discounted the forthcoming sale of about 400 tonnes by the International Monetary Fund. We now indications that, in fiscal 2010, India will import about 600 tonnes of the metal, near enough to about a quarter of global mine production.

And there are rumours sweeping around the world that China, just a few months after revealing it had been increasing its gold reserves over the past three years, will spend about $US80 billion ($98.9 billion) to buy more - and, at present prices, that would amount to the equivalent of almost 90 per cent of global mine output for a year.

Now these aforementioned events may intertwine - you might get India and, particularly China, taking up all or some of the IMF sale, which is why the market was largely unfazed about 400 tonnes coming on the market.

The bottom line: one way or the other, there’s going to be plenty of demand for gold.

One miner/explorer that continues to attract our interest is North Queensland Metals which not only has no debt, but paid a maiden interim dividend this year from production of gold at its 60 per cent-owned Pajingo mine near Charters Towers.

The junior has had a busy week. First, it said it would get a scoping study this month which would allow it to decide whether to exercise an option on the Dotswood prospect, 80 kilometres from Charters Towers. It has been drilling and this has confirmed the presence of high grade narrow veins. Some ore has been trucked to the Pajingo mill to test how blending works.

Then it and co-owner Heemskirk Consolidated reported that drilling at two prospects near the Pajingo mine had returned grades up to 22.8 grams per tonne. In all, the two companies hold 820 square kilometres of exploration ground surrounding the mine, and this is the start of the new exploration work.

Finally, NQM and HSK will pay $1.75 million for the Twin Hills mine, the operation that bought former owner BMA Gold to its knees. BMA is now part of Gold One International which has turned its attention to South Africa. There is still gold grading up to 7.5g/t at Twin Hills and the plan is to truck the ore to Pajingo.


--
related asx anns
dotswood update
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…
pajingo update
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…
twin hills acquisition
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…

All in all entwickelt sich NQM leise still und heimlich zu einem profitablen mid tier gold producer, zahlt Dividenden und ist in seinen Entscheidungen und Plänen transparant uns hochprofessionell. Ich bin schwer beeindruckt ob der performance dieses (ehemaligen) explorers und der Art des Managements mit den Gegebenheiten umzugehen, zu refokussieren und am Ende immer eine profitabel operation zu haben. Immer noch ein echter Geheimtipp.


Enjoy,
Pisa

[pisa]

NQM hat Geld eingesammelt , 4.1 mio A$ at 0.205 knapp 20 mio neue shares um die Goldproduktion von Dotswood und Twin Hills anzuschieben.
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…

Wir dürfen auch im Rahmen eines SPP zu 0,205 mitmachen. Na, das werd ich mal machen.

Enjoy,
Pisa

[Fruehrentner]

Tut sich hier was??

[pisa]

Antwort auf Beitrag Nr.: 37.990.636 von Fruehrentner am 16.09.09 14:03:08

nun das share offer war massiv überzeichnet. Haben sie dann doch alles an mehr genommen statt 3 wohl 6mio. Zeigt massives Interesse und vertrauen der Investoren in die firma und das mgmt.

Die brauchen jetzt nur noch eine feine zusätzliche resource auf die beine zu stellen, evtl. das Kupfer Indium Silber projekt in produktion zu bringen ... und schwupps wir sind ganz woanders

Enjoy,
Pisa

[zechn16]

Antwort auf Beitrag Nr.: 37.999.125 von pisa am 17.09.09 11:58:48

sehr ruhiges forum hier, gefällt mir!

[pisa]

Antwort auf Beitrag Nr.: 38.782.330 von zechn16 am 21.01.10 15:03:40

sehr ruhiges forum hier, gefällt mir!


Siegel nimmt NQM auf.

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22.01.10 North Queensland Metals (AUS, Kurs 0,30 A$, MKP 59,6 Mio A$) meldet für das Septemberquartal aus dem australischen Pajingo Projekt eine Goldproduktion von 8.124 oz (North Queensland Anteil), was einer Jahresrate von etwa 36.000 oz entspricht und im Rahmen der Planungen liegt. North Queensland hält einen Anteil von 60% des Projekts, das in einem Joint Venture mit Heemskirk (40% Anteil) betrieben wird. Bei Nettoproduktionskostenvon 641 $/oz und einem Verkaufspreis von 1.050 $/oz konnte eine Bruttogewinnspanne von 409 $/oz erzielt werden. North Queensland macht keine aktuellen Angaben über die Gewinnsituation. Im Geschäftsjahr 2008/09 erreichte der operative Gewinn 7,4 Mio A$, was einem aktuellen KGV von 8,1 entspricht. Auf der Basis einer jährlichen Produktion von 36.000 oz erreicht die Lebensdauer der Reserven 1,6 Jahre und die Lebensdauer der Ressourcen 5,3 Jahre. Am 10.12.09 konnte im 309 Erzkörper des Twin Hills Projekts eine Ressource von 184.000 oz (North Queensland Anteil) gemeldet werden, die die Lebensdauer der Ressourcen um 5,1 Jahre verlängert. North Queensland bezahlt eine Dividende in Höhe von 0,018 A$, die halbjährlich ausbezahlt wird und eine Rendite von 6,0 % erreicht. Am 30.06.09 stand einem Cashbestand von 2,6 Mio A$ eine gesamte Kreditbelastung von 13,3 Mio A$ gegenüber.

Beurteilung: North Queensland präsentiert sich als solider kleiner australischer Goldproduzent. Positiv ist die aktuelle Gewinnsituation. Negativ sind die geringen Reserven. North Queensland ist darauf angewiesen Reserven zu erschließen, um die Produktion aufrecht zu erhalten. Dies ist durchaus möglich, beinhaltet aber größere Kosten und Risiken. Wir stufen North Queensland als Kaufposition ein.

Empfehlung: Halten, unter 0,30 A$ kaufen, aktueller Kurs 0,30 A$, Kursziel 0,55 A$. North Queensland wird ohne Umsätze in Berlin notiert.

[zechn16]

Antwort auf Beitrag Nr.: 38.787.944 von pisa am 22.01.10 08:49:36

die story klingt nicht schlecht, überlege einzusteigen!

[pisa]

Übernahmeversuch durch Conquest Mining

http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…
http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…

Walker hatte seinerzeit die Queensland (meitens Zinn), in erster Linie aber Baal Gammon) leases eingebracht und damit den float 2007 ermöglicht. Das sein grosser Anteil irgendwann zum Verkauf steht war klar. Er hat nichts gar nichts beigetragen zum aktullen status der company, und zwar das es NQM durch cleveren Zukauf und hervorragende operations zum profitablen Goldminer mit signifikanten Dividenden geschafft hat.

Conquest hat im Moment 57m A$ cash und will 20 m A$ für den Zukauf ausgeben. Letztlich erwerben sie damit die cash cow Pajingo sowie die erweiterte resource base durch Twin hills. Ihr eigenes Mt. Carlton project müssen sie noch in Produktion bringen. reichen die verbliebenen 37m A$ dazu? Nein bruachen noch min 100m A$ mehr.

Wir werden wenn erfolgreich 445 m shares haben.
Share price heute ist 0,38A$ macht 170m A$ market cap.

Übrigens Klein der Held von Sino Gold .. lol, er sitzt auch im board vom megamega diluter Lynas corp. Das sag ich mal APAGE SATANAS.

So my initial assessment : Get lost!


Enjoy,
Pisa

[Fruehrentner]

Antwort auf Beitrag Nr.: 39.624.699 von pisa am 03.06.10 08:18:12

also einsteigen?

[pisa]

Antwort auf Beitrag Nr.: 39.625.403 von Fruehrentner am 03.06.10 10:31:55

nun ich halte schon etwa 3 Jahre. So gesehen könnte ich nur aufstocken. Überlegenswert da durch diesen untauglichen Übernahmeversuch ein helles Scheinwerferlicht auf NQM geworfen wird.Könnte also tatsächlich ein rerating geben.

Mir ist einfefallen wozu Conquest NQM evrl. benötigt. Klein will hohe Vorwärtsverkäufe für die Finanzierung seines Projekts abschliessen. Da die Mine jedoch technisch schwierig von der Verarbeitung her ist kann es sein das da keiner drauf eingeht. Als Sicherheit kann er dann nach Erwerb von NQM das Pajingo Gold angeben, so dass die im Notfall das Gold aus Pajingo in die Verpflichtungen geliefert werdem kann. Wenn das so ist gefällt es mir überhaupt nicht. Das NQm Gold würde aus NQm Aktionärssicht zu ungünstigen Preisen vorwärts verkauft werden und man ist auf den Erfolg des Conquest Projekts angewiesen. Scheissdeal.

Enjoy,
Pisa

[pisa]

courtesy user nk from hotcopper

"So acorn have been busy accumulating and pop up with 5%, average price 25.7, another blow to MR Kleins desires some market observers point out that the NQM is not trading at a premium to the offer price which implies the "market" doesn't see a counter offer that could well be the case in which case the bid will simply fail and the shares fall and languish at which point i will buy more if they fall to 21.5c. Recent Broker NPV on the company range from 36c to 46c. So what was Mr Walker upto given this type of NPV? Well he vended his tin/ base metals interests into NQM pre IPO at 15c a share. He is getting 10c cash and CQT scrip . He has monetised his mining interests . A good outcome for him. But of course his needs are not the same as a punter like me. I only bought in the last months or so, thanks tro Krudd I got in cheap. I have a two to three year view and though my family holdings are minor at 400,000 I have little doubt acorn take the same view (they are value based investors like me), Pickem has a fair stash and isnt selling either, so the 90% seems impossible.

Assuming Twin Hills comes on stream by DEc 10 the next 12 months sees maybe 50,000 ounces at $500 margin, 20c a share cash flow in 12 months at AUS$1400... why would you sell unless you got in at 15 and wanted out like Mr Walker"

Enjoy,
Pisa

[pisa]

Gold-digging

SOMETIMES it takes a takeover offer to shine a light on an unloved and undervalued corner of the market.

That's how it seems at North Queensland Metals (NQM), where a $58 million cash and scrip offer from Conquest Mining announced last Thursday should prompt investors to pay attention to the profit outlook for the small narrow vein goldmine operator.

Unhedged exposure to a rising gold price and tight cost management position NQM for bumper profitability. The company's 60 per cent-owned Pajingo Mine, south of Charters Towers, produces 60,000 ounces of gold each year and has just completed projects to push cash costs down to $700 an ounce.

At the current gold price of about $1480, this translates to about $28 million annual cash flow to NQM, which also boasts $17 million cash and no debt.

Factor in planned mine expansion over the next 15 months, increasing production to 100,000 ounces, and the situation gets even brighter.

With those metrics, it's little surprise that NQM's smaller shareholders are rallying against the Conquest bid, labelling it highly opportunistic. They believe that Conquest is looking to take advantage of NQM's depressed share price at a time when management has been more focused on operations than external promotion.

The bid comes just as NQM is set to start posting strong quarterly cash flow reports. For its part, the NQM board is yet to respond to the offer. However, recent company presentations have highlighted the market's valuation of Pajingo as being out of step with comparable mines.

NQM identifies two comparable narrow vein mines held by Australian listed companies - Mount Monger and Norseman. Like Pajingo, these two have plans to increase annual production to 100,000 ounces.

But while Pajingo is valued at less than $1000 for each ounce of annual production, the other two are valued at between $2000 and $3000.

With these valuation metrics at its fingertips, it's hard to see a majority of the NQM board welcoming the Conquest bid.

However, possibly creating some tension around the table will be Donald Walker, an NQM director who has entered into a pre-bid acceptance agreement with Conquest in relation to a 19.9 per cent shareholding in NQM.

Source: The Age

[pisa]

http://www.asx.com.au/asx/statistics/displayAnnouncement.do?…

Gute presento. Zeigt klar auf warum das CQT offering absolut ungenügend ist. 20ma$ cash wollen Sie bezahlen, toll ... NQM hat 17mA$ cash on hand, also tatsächlich wollen Sie 3mA$ berappen..


Enjoy,
Pisa

[Fruehrentner]

Ist hier noch jemand?

Die Aktie steigt und steigt.

[pisa]

Antwort auf Beitrag Nr.: 40.169.635 von Fruehrentner am 17.09.10 15:55:46

nun ja ich bin noch da ;-)

Conquest scheint num doch zum Zug zu kommen. Ich mache nichts.

Enjoy,
Pisa

[Fruehrentner]

Hier mal ein Zinn-Chart





Gibts es ausser North Quensland noch andere Explorer, die Zinnvorkommen erschließen?

Zinn ist ja gewöhnlich eher ein Beiprodukt der Kupfergewinnung, soweit ich weiss, ausgewiesene Zinnminen sind sehr selten.

[Fruehrentner]

Hat diese Aktie noch jemand auf dem Zettel

Es gab news im Sept.

[pisa]

Antwort auf Beitrag Nr.: 40.373.564 von Fruehrentner am 22.10.10 13:47:18

nun das Ding ist gelaufen. squeeze out von Conquest.

Enjoy,
Pisa