Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2640)
eröffnet am 13.03.08 13:14:32 von
neuester Beitrag 09.05.24 17:59:21 von
neuester Beitrag 09.05.24 17:59:21 von
Beiträge: 29.537
ID: 1.139.490
ID: 1.139.490
Aufrufe heute: 0
Gesamt: 2.701.787
Gesamt: 2.701.787
Aktive User: 0
Top-Diskussionen
| Titel | letzter Beitrag | Aufrufe |
|---|---|---|
| gestern 20:17 | 3359 | |
| vor 1 Stunde | 3120 | |
| 08.05.24, 11:56 | 2640 | |
| gestern 17:59 | 2623 | |
| gestern 11:52 | 2549 | |
| vor 36 Minuten | 2160 | |
| vor 1 Stunde | 1791 | |
| vor 33 Minuten | 1666 |
Meistdiskutierte Wertpapiere
| Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
|---|---|---|---|---|---|---|---|
| 1. | 1. | 18.772,85 | +0,46 | 131 | |||
| 2. | 3. | 0,2170 | +3,33 | 125 | |||
| 3. | Neu! | 8,8800 | +57,45 | 108 | |||
| 4. | 4. | 168,47 | -2,04 | 103 | |||
| 5. | 14. | 5,7540 | -2,18 | 56 | |||
| 6. | 2. | 0,2980 | -3,87 | 50 | |||
| 7. | 5. | 2,5600 | -6,91 | 49 | |||
| 8. | 7. | 6,8000 | +2,38 | 38 |
Beitrag zu dieser Diskussion schreiben
Feedback
Guten Morgen,
Haywood Securities rechnet mit einer Kapitalerhöhung bei Bravo Venture, wegen geringem Cashbestand:
Bravo Venture has a small cash position, last reported at $1.6 million (October 2008 - Q4/08). We estimate the company's cash position at $2.5 million; its small treasury is subject to an average trailing-four-quarter annual burn of $7 million, which translates into less than a year's sustainability, based on historical burn.
The company will potentially need to raise capital to advance its exploration initiatives during 2009. A dollar of market cap is supported by less than a dollar of NWC ($0.02), based on reported financials. The company has outperformed the HJEI, and the precious metals equity group (HJPI), but underperformed gold on a trailing-l2-month basis.
Quarter to date, the company has underperformed the equity groups and gold. We include Bravo in our review based on the prospectivity of the company's key Homestake Ridge Property in British Columbia.
source: Haywood Securities, Inc. (01/26/09)
Haywood Securities rechnet mit einer Kapitalerhöhung bei Bravo Venture, wegen geringem Cashbestand:
Bravo Venture has a small cash position, last reported at $1.6 million (October 2008 - Q4/08). We estimate the company's cash position at $2.5 million; its small treasury is subject to an average trailing-four-quarter annual burn of $7 million, which translates into less than a year's sustainability, based on historical burn.
The company will potentially need to raise capital to advance its exploration initiatives during 2009. A dollar of market cap is supported by less than a dollar of NWC ($0.02), based on reported financials. The company has outperformed the HJEI, and the precious metals equity group (HJPI), but underperformed gold on a trailing-l2-month basis.
Quarter to date, the company has underperformed the equity groups and gold. We include Bravo in our review based on the prospectivity of the company's key Homestake Ridge Property in British Columbia.
source: Haywood Securities, Inc. (01/26/09)
Also über die angemessenen Eisenerzpreise gehen die Meinungen doch ziemlich auseinander. Die großen 3 wollen am besten nur 10% kürzen. Die Chinesen um 80% runter. Irgendwo dazwischen wird`s wohl liegen. Das Vale und Co. mit 10-15% davonkommen glaube ich allerdings auch nicht...
AK Steel CEO sees 50 pct iron ore price drop
http://www.reuters.com/article/marketsNews/idAFN274553462009…
MfG.
s.
AK Steel CEO sees 50 pct iron ore price drop
http://www.reuters.com/article/marketsNews/idAFN274553462009…
MfG.
s.
Ich habe mich mit Altius bisher noch nicht befasst. Ich stelle den Artikel nur zur Info hier rein:
January 27, 2009 - minesite - By Charles Wyatt
Any Time Now The Bottom Fishers Will Be Sizing Up The Unique Strengths Of Altius Minerals
Anyone seeking a stock which will be quick out of the traps once there is early evidence of economic recovery should look no further than Canadian-listed Altius Minerals. Yes, its shares inevitably fell with the rest when the market crashed. But as he watched Altius halve in value over a short six months down to the present C$4.93 per share, chairman Brian Dalton reckoned his company had got so cheap that he announced a buy-back scheme. You can’t blame him. His company had C$160.4 million in cash and liquid investments at the end of October.
It gets annual income from a nickel royalty attaching to the Voisey’s Bay operation. And it has a swathe of other interests from energy to gold, any of which could get the shares up and running again. On top of that, of course, it has a 20.2 per cent holding in Aim listed Rambler Metals and Mining, and that’s a company that has always looked just a short hop from greatness.
Gold is top of the pops at the moment as Kinross Gold has just underlined with its recent US$360.5 million fundraising. Kinross seemed to lock that money down almost effortlessly, once the gold price had moved out of its three month trading range and started to attack the US$900/oz barrier. Also rolling with the bulls as gold surges, Franco Nevada has wasted no time in acquiring a 50 per cent gold royalty stream in the Palmarejo silver-gold project in Mexico from Coeur D’Alene for US$80 million.
Well, for its part, Altius has the Viking gold property in Newfoundland, where Northern Abitibi Mining is earning a majority interest by issuing 1.115 million shares and spending C$1.2 million on exploration over four years. Brian makes the point that the team from Northern Abitibi make excellent partners. The project isn’t shaping up badly either - late last year high grade gold was discovered at Viking.
Drill intersections included 0.5 metres grading 218.8 grammes per tonne gold, 3.7 metres grading 50.1 grammes per tonne gold and 23.0 metres grading 5.1 grammes per tonne gold. Gold mineralization at Viking occurs within a three to four kilometre long gold-in-soil anomaly, and the property has excellent potential to host a multi-million ounce gold deposit.
Like Viking, most of Altius’ projects are joint ventures, so risk is spread and cash conserved. They also tend to be located in Newfoundland or Labrador, as that is home territory, and there is not much the Altius team does not know about the geology.
Brian Dalton also points out that some good accrues to the company in bad times like the present, as there is less competition for good projects. The deal that Altius signed just before Christmas on its Western Labrador iron ore properties with Kennecott Canada Exploration, part of Rio Tinto, is a classic of its kind. Rio Tinto already has one mine in the district, from which ore is railed down to North Shore, Vancouver, where there is a pellet plant.
The deal between the two involves Kennecott paying back all money spent so far by Altius and then spending C$3 million within three years to earn a 51 per cent interest. If it then wants to form a joint venture or jack its stake up to 70 per cent it has to spend another C$1 million within the next couple of years. The licences total 103.25 square kilometres and contain around twenty four iron ore occurrences that offer prospective exploration targets. Brian is aware of the potential offered over the years ahead and that is why Altius will retain a three per cent gross overriding royalty on the properties. If Kennecott wants to buy back one per cent of this it will have to pay C$10 million before the 10th anniversary of the original agreement.
Be in no doubt that the world’s economy will be in a very different state well before then, with demand for iron ore more than likely back on an upward curve. With that thought in mind, this is not the only iron ore play in which Altius is involved. It also has the Kamistiatusset iron ore project in Western Labrador, where it has an agreement with Norvista Resources Corporation to try to list it as a pure iron IPO with Altius retaining a three per cent gross sales royalty.
Norvista is a private company specialising in joint ventures, earn-in options and acquisitions. The latest news from Kamistiatusset, which is only 10 kilometres south-west of Wabush Mines’ Scully mine in the heart of the iron ore district, is that drilling results included an intercept of 100.3 metres grading 31.65% iron. Grades and thicknesses encountered in drilling compare favourably with other producing iron ore mines and development projects in the district.
Apart from gold and iron ore, Altius is also involved in uranium, potash and oil shale and has an interest in a proposed new oil refinery in Placentia Bay. At the heart of Altius, however, remains the royalty on Voiseys Bay. This contributed C$1.84 million in the quarter to end October. Despite the lower nickel price this was considerably better than the C$1.38 million contributed during the same period the previous year, as revenue increased due to additional shipments of concentrate during the quarter. Nonetheless, there is bound to be a decrease in the December quarter, though Brian does point out that costs are among the lowest in the world so there is no likelihood of the mine closing.
Cash and liquid investments are worth C$5.67 per Altius share, a valuation which sits at a handsome premium to the current share price, even after the recent buyback of 2.6 million shares. This means that the company’s mining and energy assets are valued at less than nothing, which is just plain ridiculous.
Brian Dalton has proved himself as one of the most successful long-term thinkers in the mining industry. He takes advantages of the peaks and the troughs. The sale of the company’s founder shares in Aurora Energy, which raised more than US$200 million in 2007 when the uranium industry was running away with itself, is a classic example of the Altius business model at work. It seems beyond doubt that fairly soon the bottom fishers will be knocking on Mr Dalton’s door.
January 27, 2009 - minesite - By Charles Wyatt
Any Time Now The Bottom Fishers Will Be Sizing Up The Unique Strengths Of Altius Minerals
Anyone seeking a stock which will be quick out of the traps once there is early evidence of economic recovery should look no further than Canadian-listed Altius Minerals. Yes, its shares inevitably fell with the rest when the market crashed. But as he watched Altius halve in value over a short six months down to the present C$4.93 per share, chairman Brian Dalton reckoned his company had got so cheap that he announced a buy-back scheme. You can’t blame him. His company had C$160.4 million in cash and liquid investments at the end of October.
It gets annual income from a nickel royalty attaching to the Voisey’s Bay operation. And it has a swathe of other interests from energy to gold, any of which could get the shares up and running again. On top of that, of course, it has a 20.2 per cent holding in Aim listed Rambler Metals and Mining, and that’s a company that has always looked just a short hop from greatness.
Gold is top of the pops at the moment as Kinross Gold has just underlined with its recent US$360.5 million fundraising. Kinross seemed to lock that money down almost effortlessly, once the gold price had moved out of its three month trading range and started to attack the US$900/oz barrier. Also rolling with the bulls as gold surges, Franco Nevada has wasted no time in acquiring a 50 per cent gold royalty stream in the Palmarejo silver-gold project in Mexico from Coeur D’Alene for US$80 million.
Well, for its part, Altius has the Viking gold property in Newfoundland, where Northern Abitibi Mining is earning a majority interest by issuing 1.115 million shares and spending C$1.2 million on exploration over four years. Brian makes the point that the team from Northern Abitibi make excellent partners. The project isn’t shaping up badly either - late last year high grade gold was discovered at Viking.
Drill intersections included 0.5 metres grading 218.8 grammes per tonne gold, 3.7 metres grading 50.1 grammes per tonne gold and 23.0 metres grading 5.1 grammes per tonne gold. Gold mineralization at Viking occurs within a three to four kilometre long gold-in-soil anomaly, and the property has excellent potential to host a multi-million ounce gold deposit.
Like Viking, most of Altius’ projects are joint ventures, so risk is spread and cash conserved. They also tend to be located in Newfoundland or Labrador, as that is home territory, and there is not much the Altius team does not know about the geology.
Brian Dalton also points out that some good accrues to the company in bad times like the present, as there is less competition for good projects. The deal that Altius signed just before Christmas on its Western Labrador iron ore properties with Kennecott Canada Exploration, part of Rio Tinto, is a classic of its kind. Rio Tinto already has one mine in the district, from which ore is railed down to North Shore, Vancouver, where there is a pellet plant.
The deal between the two involves Kennecott paying back all money spent so far by Altius and then spending C$3 million within three years to earn a 51 per cent interest. If it then wants to form a joint venture or jack its stake up to 70 per cent it has to spend another C$1 million within the next couple of years. The licences total 103.25 square kilometres and contain around twenty four iron ore occurrences that offer prospective exploration targets. Brian is aware of the potential offered over the years ahead and that is why Altius will retain a three per cent gross overriding royalty on the properties. If Kennecott wants to buy back one per cent of this it will have to pay C$10 million before the 10th anniversary of the original agreement.
Be in no doubt that the world’s economy will be in a very different state well before then, with demand for iron ore more than likely back on an upward curve. With that thought in mind, this is not the only iron ore play in which Altius is involved. It also has the Kamistiatusset iron ore project in Western Labrador, where it has an agreement with Norvista Resources Corporation to try to list it as a pure iron IPO with Altius retaining a three per cent gross sales royalty.
Norvista is a private company specialising in joint ventures, earn-in options and acquisitions. The latest news from Kamistiatusset, which is only 10 kilometres south-west of Wabush Mines’ Scully mine in the heart of the iron ore district, is that drilling results included an intercept of 100.3 metres grading 31.65% iron. Grades and thicknesses encountered in drilling compare favourably with other producing iron ore mines and development projects in the district.
Apart from gold and iron ore, Altius is also involved in uranium, potash and oil shale and has an interest in a proposed new oil refinery in Placentia Bay. At the heart of Altius, however, remains the royalty on Voiseys Bay. This contributed C$1.84 million in the quarter to end October. Despite the lower nickel price this was considerably better than the C$1.38 million contributed during the same period the previous year, as revenue increased due to additional shipments of concentrate during the quarter. Nonetheless, there is bound to be a decrease in the December quarter, though Brian does point out that costs are among the lowest in the world so there is no likelihood of the mine closing.
Cash and liquid investments are worth C$5.67 per Altius share, a valuation which sits at a handsome premium to the current share price, even after the recent buyback of 2.6 million shares. This means that the company’s mining and energy assets are valued at less than nothing, which is just plain ridiculous.
Brian Dalton has proved himself as one of the most successful long-term thinkers in the mining industry. He takes advantages of the peaks and the troughs. The sale of the company’s founder shares in Aurora Energy, which raised more than US$200 million in 2007 when the uranium industry was running away with itself, is a classic example of the Altius business model at work. It seems beyond doubt that fairly soon the bottom fishers will be knocking on Mr Dalton’s door.
"DGAP-News: Canada Zinc Metals Corp.:
Tongling Nonferrous Metals Group Holdings Co. Ltd. Subscribes to $4.9 Million Private Placement"
27.01.2009
http://www.financial.de/news/unternehmensnews/2009/01/27/dga…
Tongling Nonferrous Metals Group Holdings Co. Ltd. Subscribes to $4.9 Million Private Placement"
27.01.2009
http://www.financial.de/news/unternehmensnews/2009/01/27/dga…
Antwort auf Beitrag Nr.: 36.449.521 von allida am 26.01.09 14:35:57Hallo allida,
ich bin zurzeit noch mit DMM beschäftigt. Mit Kinbauri kann ich mich leider erst im Februar befassen.
L. G.
Tommy
ich bin zurzeit noch mit DMM beschäftigt. Mit Kinbauri kann ich mich leider erst im Februar befassen.
L. G.
Tommy
Trading Spotlight
Antwort auf Beitrag Nr.: 36.449.521 von allida am 26.01.09 14:35:57Wie sieht es mit der Finanzierung bei Kinbauri aus?
Wieviel $$$ werden benötigt..schon alles geklärt??
Wenn nein, dann derzeit kein Invest.
EMED finde ich ähnlich vom Ansatz her .. und die sind mörderlich abgetaucht.
Sobald die anfangen, mit Profit zu produzieren und keine weiteren Baustellen mehr haben, würd ich erst reingehen.
Wieviel $$$ werden benötigt..schon alles geklärt??
Wenn nein, dann derzeit kein Invest.
EMED finde ich ähnlich vom Ansatz her .. und die sind mörderlich abgetaucht.
Sobald die anfangen, mit Profit zu produzieren und keine weiteren Baustellen mehr haben, würd ich erst reingehen.
Antwort auf Beitrag Nr.: 36.424.646 von tommy-hl am 22.01.09 10:04:58@ tommy-hl,
will bei Kinbauri einsteigen,hast Du die Prüfung,
schon abgeschlossen?.Ich möchte Dich aber nicht drängen.
Liebe Grüsse,allida
will bei Kinbauri einsteigen,hast Du die Prüfung,
schon abgeschlossen?.Ich möchte Dich aber nicht drängen.
Liebe Grüsse,allida
Antwort auf Beitrag Nr.: 36.448.625 von tommy-hl am 26.01.09 12:31:10Wie groß die Short-Positionen einiger Gold-Companies sind, zeigt die folgende Seite:
http://www.stockhouse.com/Blogs/ViewDetailedPost.aspx?p=8764…
http://www.stockhouse.com/Blogs/ViewDetailedPost.aspx?p=8764…
Antwort auf Beitrag Nr.: 36.448.165 von tommy-hl am 26.01.09 11:41:10
Iron miners worth a look, despite ore price fall
Jamie Freed
January 26, 2009
S. http://business.smh.com.au/business/iron-miners-worth-a-look….
Iron miners worth a look, despite ore price fall
Jamie Freed
January 26, 2009
S. http://business.smh.com.au/business/iron-miners-worth-a-look….
Future-Kontrakte CoT per 24.01.09
Bei Gold sind die Commercials (Institutionelle Anleger) noch immer stark Netto-Short mit ca. 143.400 Kontrakten (Veränderung zur Vorwoche ca. 4.100 Netto-Short-Kontrakte weniger). Damit setzen die Profis weiter auf fallende Goldpreise.
Beim Erdöl haben die Institutionellen den Netto-Short Anteil nochmals reduziert. Nun von ca. 52.500 auf ca. 38.400 Kontrakte. Vor zwei Wochen waren es noch 66.500 Netto-Short-Kontrakte. Sollte dieser Trend sich fortsetzen, könnten wir bald höhere Ölpreise sehen.
Bei Kupfer wurde der Netto-Long Anteil um weitere 900 auf ca. 26.900 Netto-Long-Kontrakte vergrößert. Die Mehrheit der Institutionellen setzt damit weiter auf steigende Kupferpreise.
Bei Platin reduzierten sich die Netto-Short-Kontrakte zur Vorwoche um ca. 900 auf 8.900 Kontrakte.
Bei Silber erhöhten sich die Netto-Short-Positionen zur Vorwoche um ca. 1.300 auf 28.900 Kontrakte. Damit setzen die Profis weiter auf fallende Silberpreise.
Bis auf Silber verbesserten sich die Aussichten für o. g. Rohstoffe aus dieser Perspektive.
Gruß
Tommy
Bei Gold sind die Commercials (Institutionelle Anleger) noch immer stark Netto-Short mit ca. 143.400 Kontrakten (Veränderung zur Vorwoche ca. 4.100 Netto-Short-Kontrakte weniger). Damit setzen die Profis weiter auf fallende Goldpreise.
Beim Erdöl haben die Institutionellen den Netto-Short Anteil nochmals reduziert. Nun von ca. 52.500 auf ca. 38.400 Kontrakte. Vor zwei Wochen waren es noch 66.500 Netto-Short-Kontrakte. Sollte dieser Trend sich fortsetzen, könnten wir bald höhere Ölpreise sehen.
Bei Kupfer wurde der Netto-Long Anteil um weitere 900 auf ca. 26.900 Netto-Long-Kontrakte vergrößert. Die Mehrheit der Institutionellen setzt damit weiter auf steigende Kupferpreise.
Bei Platin reduzierten sich die Netto-Short-Kontrakte zur Vorwoche um ca. 900 auf 8.900 Kontrakte.
Bei Silber erhöhten sich die Netto-Short-Positionen zur Vorwoche um ca. 1.300 auf 28.900 Kontrakte. Damit setzen die Profis weiter auf fallende Silberpreise.
Bis auf Silber verbesserten sich die Aussichten für o. g. Rohstoffe aus dieser Perspektive.
Gruß
Tommy
Durchsuchen
