Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2495)

[Popeye82]

Antwort auf Beitrag Nr.: 39.838.384 von Coxos am 18.07.10 16:05:01

Da ich die eingestellten Graphiken grad nicht angezeigt bekomme -kannst Du zu #4584/#4585 mal die Namen/Kürzel angeben?

Gruß
P.

[Coxos]

auch die hier bald kein explorer mehr
ab august dann produzent
von 0 auf 4000 bopd dieses jahr
8000 bopd nächstes jahr
nicht schlecht
immerhin können sie ne fläche von 16 nordseeblöcken beackern
70 mio barrel 2p 500 mio p3 reserven
und noch jede menge zu explorieren
und das alles gibts für eine sehr kleine marketcap
ein schnäppchen und am ende steht dann die übernahme

[Coxos]

bald kein explorer mehr
mine kurz vor der wiederinbetriebnahme

[XIO]

>>>

Dear subscriber,

Last week Taseko Mines (AMEX:TGB; TSX:TKO) announced they received a negative review from the Canadian Environmental Assessment Panel, stating the proposed Prosperity-mine could be harmful for the fishing activities and the land use by Indian groups.

However, the company pointed out that the review was positive on all 22 other points. And as it is the federal cabinet who has to give the final approval, the Prosperity-project is still not out of business, as the cabinet may judge the economic advantages are far more important than the potential environmental damages. With a gold price of US$1000 per ounce, the Prosperity project is expected to generate annual net revenues of over 350M USD over a 33 year minelife.

But we think Taseko Mines has a plan B on the drawing table. If Prosperity doesn’t get the green light, Taseko will look for acquisitions to maintain their growth strategy. We wouldn’t be too surprised to see them making a move to buy Copper Mountain Mining (CUM.TO) again, as they tried last year. Copper Mountain Mining is expected to start production somewhere around half 2011, to produce 75M lbs of copper at a cashcost of +- 1.20/lbs.

Another candidate might be Augusta Resources (AZC.TO), whose Rosemont copperproject looks similar to Taseko’s Prosperity project; Augusta is expected to produce 200M lbs of copper annually, at a cash cost of 0.95/ lbs. More important, Augusta Resources already has secured a silverstream deal with Silver Wheaton, and has almost secured its equity part of the 900M capex requirement.

Let’s not forget Taseko currently holds 200M C$ in cash, and expects another 100M in cashflow from their already producing Gibraltar-project. Without Prosperity, we think Taseko Mines is currently on a fair market value, but as we said, Prosperity is still on the table! It might be a good idea to write some puts on the stock.

<<<

[Coxos]

dry well von falkland oil$gas

[XIO]

Hallo, wieder etwas Lesestoff:

Update - Tara Minerals



http://www.dyor.de/tara-minerals/update-tara-minerals.html

mfg und schönen Sonntach
XIO

[recession]

Wieder viel mehr bin ich pesismistisch ueber Welwirtschaft und befurchte eine neue Welle von Deflation. Und das nicht wegen mein Anmeldungs Nahmen. Neulich habe ich ein Artikel von Paul Krugman als bestaetigung der Befurchtungen gefunden. Und nicht nur er denkt so. Es gibt viele andere, die das selbe fuhlen. In vielen punkten bin ich einer Meinung, wenn Policy Makers nicht zu Besinnung kommen und die neue deflations Welle Bremsen. Zur Zeit sieht es aber umgekehrt aus (besonders in EU). Die sind ueber inflation mehr besorgt als ueber deflation.

http://www.sott.net/articles/show/211189-Paul-Krugman-The-Th…

Hier einige Gedanken von dem Artikel.

1) We are now, I fear, in the early stages of a third depression. It will probably look more like the Long Depression than the much more severe Great Depression. But the cost - to the world economy and, above all, to the millions of lives blighted by the absence of jobs - will nonetheless be immense.

2) this third depression will be primarily a failure of policy. Around the world - most recently at last weekend's deeply discouraging G-20 meeting - governments are obsessing about inflation when the real threat is deflation, preaching the need for belt-tightening when the real problem is inadequate spending.

3) It's almost as if the financial markets understand what policy makers seemingly don't: that while long-term fiscal responsibility is important, slashing spending in the midst of a depression, which deepens that depression and paves the way for deflation, is actually self-defeating.

[XIO]

SEMAFO Announces a 125% Increase in Reserves at Mana

Pre-feasibility Results Contribute to Updated Reserves Total of 1.7 Million Ounces at Mana

MONTREAL, QUEBEC, Jun 28, 2010 (MARKETWIRE via COMTEX News Network) --

SEMAFO (TSX: SMF) is pleased to report updated mineral reserves totaling 1.7 million ounces for its Mana Mine in Burkina Faso. Pre-feasibility study ("PFS") of the Wona underground deposit combined with revised open pit reserves resulted in a 125% reserves increase, representing an additional 961,000 ounces at Mana. The increase in reserves is attributable to the addition of 850,000 ounces from the underground and 111,000 ounces from the open pit deposits. The PFS was conducted using SEMAFO's December 2009 resources model and is exclusive of all inferred resources and exploration work conducted to date in 2010. All amounts are in US dollars unless otherwise stated.

Reserves include 7,920,000 tonnes at an average grade of 2.8 g/t Au for 707,000 ounces in the proven category and 10,517,000 tonnes at an average grade of 2.9 g/t Au for 958,000 ounces in the probable category.

Highlights of the pre-feasibility study (using a $950/oz base gold price) include:


-- Total proven and probable mineral reserves of 9.24 million tonnes at 2.9
g/t Au representing approximately 850,000 ounces
-- Average annual production from the underground of 76,500 ounces at a
cash operating cost of $554 per ounce
-- Underground mine life of more than nine years at 3,000 tpd
-- Mining methods: long hole transverse and longitudinal retreat
-- Initial capital expenditure of $93 million and ongoing capital
expenditure of $24.4 million
-- Pre-tax operating cash flow of $273 million with a 23% internal rate of
return
-- 3.5-year payback period

[i5001]

Antwort auf Beitrag Nr.: 39.746.808 von i5001 am 28.06.10 17:14:15

Premier Oil also boosted the oil sector. Premier has had a successful drilling result at its 35% owned Catcher East 28/9 licence in the UK Central North Sea. The estimated find of 300m recoverable barrels is the biggest in the North Sea for years and could be worth over £7bn. Partners Encore and Nautical rocketed on the back of the news.

[i5001]

Encore Oil hat heute Öl gefunden! Bis zu 300 Mio Barrel OIP! MCAP 125 Mio Euro. -> Unterbewertet!