Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2917)

[tommy-hl]

.
Zurzeit arbeite ich an Sundance Resources und Geodex Minerals. Beide wurden hier vorgeschlagen und sind aussichtsreiche Explorer. Zu mindestens einer dieser beiden Aktien möchte ich morgen eine Einschätzung abgeben.

tommy

[Urlaub2]

Antwort auf Beitrag Nr.: 33.780.266 von Peratron am 01.04.08 17:53:52

Ist man bei denn bei Interactive Brokers gegen Pleite geschützt ?

Ein Brokerkonto lohnt sich nicht, wenn man nur wenige Tausend Stück z.B. von Tamerlane kauft.

Ich habe anfangs in Toronto gekauft, nachdem TAM aber auch in Frankfurt gehandelt wird, dort zu gleichen Kursen wie in Kanada (umgerechnet). In Frankfurt wären aber auch größere Stückzahlen möglich.

Ich habe aber das Gefühl, daß insbesondere Tommy, aber auch andere sich hier viel Mühe geben und wir es schaffen, wirklich gute Aktien mit Riesenchancen zu finden, was aber nur auf wenig Interesse stößt.

Im Vergleich dazu haben RSR, Bullvestor, Profiler und andere "Postillen" den größten und teuren "Müll" empfohlen, den viele "Lemmminge" gierig gekauft haben und damit hohe Verluste eingefahren haben.

[Peratron]

Apropos kaufen!

Kann jedem User empfehlen direkt an der Heimatbörse zu kaufen.
Der Kurs ist fast immer günstiger und das Volumen so gut wie immer
höher.

Ich kaufe fast ausschliesslich über I.B (InteractiveBrokers),
die Ordergebühren für Auslandsorders sind gegen über Consors,Comdirect usw. extrem günstig! Und auch Inlandorders
sind günstiger als bei ALLEN deutschen Broker. Leider kann man
nur Euwax und Xetra kaufen. Regionalbörsen gehen leider nicht :-(

Fragen werden gerne beantwortet!

[Urlaub2]

Antwort auf Beitrag Nr.: 33.778.634 von tommy-hl am 01.04.08 16:04:04

Ich komme von meinem Kurztrip zurück und bedanke mich für die wirklich gute Analyse von Tamerlane Ventures.

Von allen Aktien im Musterdepot bieten sie tatsächlich das höchste Potenzial, nämlich 900 % (= 10 bagger) bis 2010, also nur in 2 Jahren !!!

Das liegt an der extrem niedrigen MK und auch daran, daß sie meines Wissens in Deutschland noch von keinem Börsenbrief empfohlen wurden.

Die Finanzierung sehe ich nicht als Problem, zum einen, weil die Subprime-Krise sich langsam entschärft, zum anderen, weil man die Einnahmen aus Zink und Blei notfalls über den Terminmarkt absichern kann.

Damit könnte man das Risiko entschärfen, daß Zink und Blei fallen, was ich noch nicht mal glaube.

Das wäre z.B. bei Molybdän oder Eisenerz nicht möglich, weil die nicht über den Terminmarkt gehandelt werden.



Wer erst abwartet, bis die Finanzierung "da" ist, wird gleich 100 % mehr bezahlen dürfen.



Man kann auch problemlos in Frankfurt kaufen.

[tommy-hl]

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China to consume 56 pct of world's iron ore in 2011 vs 49 pct now -CVRD
BEIJING, Apr 01, 2008

China, by far the world's leading producer and consumer of steel, will continue to exhibit strong demand for iron ore, the chief raw material in the production of finished steel, said Michael Zhu, president of Companhia Vale do Rio Doce (CVRD) China.

"In 2000, China consumed just 15.4 pct of the world's iron ore, but that rose to 49 pct last year, and will hit 56 pct by 2011," Zhu said at a steel industry conference in Beijing.

CVRD, also known as Vale, will keep pace with expected demand increases by steelmakers, and the Brazilian firm plans to put up the capital to make it possible.

"Between 2003 and 2007, we invested a total of 20 bln usd in iron ore projects. But between this year and 2012, we plan a capex of 59 bln. Our capex for this year is 11 bln usd, 70 pct of which is in new projects," Zhu said.

He added that Vale's greatest challenge lies in its record high capital expenditures and a large number of greenfield projects.

Zhu said increased iron ore mining was based on robust forecasts for steel output worldwide.

"We expect 8.8-9.0 pct average annual global steel output growth over the next five years, reaching 1.7 bln tons by 2012. In fact, last year, steel output fell short of total global demand by around 20 mln tons," he said, adding that Vale alone is targeting around 450 mln tons of mined iron ore by 2012.

Last year Vale, the world's biggest iron ore miner, produced nearly 296 mln tons of the commodity.

The company is also looking to boost mining operations outside its home base.

"We plan to see 150 mln tons from our iron ore projects in China by 2012 from 100 mln tons now," he said.

This is part of Vale's plan to reduce the burden of costlier and slower transport from mines to mills.

"We hope the distance between mines and mills can be decreased," Zhu said.

He also said the company plans to establish four joint venture pellet plants in China, which will process raw material supplied by CVRD.

Zhu told reporters on the sidelines of the forum that three of the plants will be located in Anyang in central China's Henan province, Rizhao in Shandong in the east of the country and Caofeidian in Hebei in the north.

CVRD will not seek controlling stakes in the joint ventures, as long as the facilities use CVRD iron ore finds, Zhu said.
www.tradingmarkets.com

[tommy-hl]

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Crowflight Minerals

Der kanadische Explorer will bei seinem Bucko Lake Projekt bereits Mitte 2008 mit der Produktion beginnen. Die anderen Projekte (z. B. JV mit Pure Nickel) wurden nicht untersucht und haben das Potenzial der Ressourcenvergrößerung.

Infrastruktur ist bis auf 6 km vorhanden.

Die Ressourcen beinhalten rund 210 Mio. lbs Nickel.

Durchschnittl. Produktion pro Jahr
Nickel 12,5 Mio. lbs
Ich gehe davon aus, dass ab 2009 die 12,5 Mio. lbs Nickel-Produktion erreicht werden. Die evtl. Produktion im 2. Hj 2008 habe ich nicht bewertet.

Angenommene Produktionskosten
Nickel 3,90 $/lb

Aktueller Materialpreis
Nickel 14 $/lb

Capex geschätzt
80 Mio. $

Verwendeter Materialpreis für Umsatzerlöse
Nickel 11 $/lb


Geschätztes Ergebnis: 2009
Nickel-Produktion (lbs). 12,5 Mio.

Gesamtumsatz . USD 138 Mio.
Opex (operating cost) . 49 Mio..
Capex/AfA ………..….... 7 Mio.
--------------------------------------------
= EBIT .......................... 82 Mio.
minus Zinsen (interest) .. 6 Mio.
---------------------------------------------
= EBT (Bruttogewinn) ... 76 Mio.
minus Steuer (tax) ....... 23 Mio.
---------------------------------------------
= Netto-Profit/Gewinn … 53 Mio.

= EpS Gewinn pro Aktie: 0,19 $ (282 Mio. Aktien)
= Gewinn pro Aktie: ……. 0,12 €
= KGV (Kurs 0,37 €): … KGV 3,1

Kurs KGV 10: ………… 1,20 EUR
Kurspotenzial : ............. 220%

Für mich stellt sich hier die Unterbewertung für ein Unternehmen dar, das noch dieses Jahr die Produktion aufnehmen möchte. Soweit ich es bei der kurzfristigen Betrachtung erkennen konnte, fehlt noch eine Genehmigung für die Lagerung des nicht verwertbaren Bodenaushubs in dem See „Bucko Lake“ (Crowflight is still engaged in, and will continue with, the process of securing federal environmental permits for the use of Bucko Lake as a Tailings Impoundment Area (TIA) for long-term tailings storage). Es soll wohl die Möglichkeit einer Zwischenlagerung an einem anderen Ort für einen begrenzten Zeitraum geben.

Sollte dann die Produktion tatsächlich im 2. Hj 2008 starten, könnte es zu einem Kursschub kommen. Es würde mich nicht wundern, wenn wir hier in 2009 Kurse von >1,- EUR sehen werden.

Wie groß das Risiko und welche Auswirkungen es haben könnte, wenn sich die noch ausstehende Genehmigung verzögern sollte, kann ich nicht beurteilen.

Für das 10-bagger Depot kommt Crowflight Minerals leider nicht in Betracht.

tommy

[tommy-hl]

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Urex Energy

Urex ist ein Junior-Uran-Explorer in der frühen Phase der Ressourcen-Ermittlung, mit Sitz in Nevada/USA. Zurzeit läuft ein Bohrprogramm.

Die Projekte befinden sich in Argentinien und dem US-Bundesstaat New Mexiko (USA).

Bei 94 Mio. Aktien ergibt sich eine MK von rund 14 Mio. $.

Der Cashbestand scheint ziemlich niedrig zu sein, so dass hier in Kürze eine KE durch neue Aktien zu erwarten ist.

Geschätzte Ressourcen (historische Angaben):
New Mexiko: 1,1 Mio. lb U3O8
Argentinien: ca. 11 Mio. lb U3O8

Weder zum geplanten Produktionsvolumen noch zum geplanten Produktionsbeginn konnte ich verlässliche Aussagen finden, was zur derzeitigen frühen Explorationsphase passt.

Zum jetzigen Zeitpunkt ist mir eine Einschätzung des Unternehmens mangels verfügbarer Daten nicht möglich. Urex ist eine hoch-spekulative Aktie!

tommy

[bua321]

Antwort auf Beitrag Nr.: 33.771.328 von Boersenlilli am 31.03.08 21:36:25

hi

wir im mxv Board beobachten schon seit Monaten wie sich der Kurs auf jeweilige News PR´s oder sonstigen Kursrelevanten Ereignissen verhält. Der Kurs ist fest in der Hand von MXV ! und die Can´s nehmen alle Shares aus Germany auf wo sie nur können, je billiger desto besser !
mach dir deswegen keine Sorgen,


viele machen sich innerlich ein zeitliches Limit und wenn dieser erreicht wird und noch "nichts" passiert ist geht man mit Verlust oder mit nur geringem Plus aus dem Wert !

da kommen nach noch viel mehr BE´s !

[Boersenlilli]

Antwort auf Beitrag Nr.: 33.767.213 von tommy-hl am 31.03.08 15:57:09

Wie erklärt es sich eigentlich, daß der Kurs von NFX heute etwa 17% zulegen konnte, während Maximus mit Abschlägen aus dem Handel ging?

Habe dummerweise meine NFX-Aktien vor kurzem alle aus dem Depot entfernt und mich ganz auf Maximus konzentriert.

[apollo2000]

Antwort auf Beitrag Nr.: 33.769.486 von tommy-hl am 31.03.08 19:00:34

Press Release Source: Scorpio Mining Corporation


Scorpio Receives Mill Facility Construction Completion Certificate And Provides A Project Update On The Nuestra Senora Project, Sinaloa State, Mexico
Monday March 31, 10:51 am ET


TSX:SPM
VANCOUVER, March 31 /CNW/ - Scorpio Mining Corporation (TSX:SPM - News) is pleased to provide an update on its progress toward production at the 100% owned Nuestra Senora project, Sinaloa State, Mexico.
Peter J. Hawley, Chairman, CEO comments, "The Scorpio team is extremely proud to have reached completion of the Nuestra Senora mill facilities. Considering that the initial ground breaking for the mill facility was on August 1, 2007, attaining this milestone within a period of only 8 months is an achievement that demonstrates the know-how and dedication of the Scorpio team. This extraordinary fast track time line is particularly impressive given current mining industry shortages of supplies, components, and experienced professionals including trades people. In addition to this feat, the Company also cleared and constructed a tailings dam impoundment area, a 34 kilometre power line, 4.8 km water line, mine personnel living complexes and 4.3 km of by-pass road, all while underground development and stockpiling of mineralized material continues to progress. At the same time the geological team has recently delineated some new discoveries and controls of high-grade mineral emplacement that is expected to significantly enhance the grade of the mill throughput in the future, as well as offer more flexibility in mine planning."


Project Update

<<
Mill Construction

- As of March 27, 2008 the Company has received the mill facility
construction completion certificate sign off from Exergy Engineers &
Constructors Inc. who has overseen the mill construction and
pre-commissioning and will oversee the commissioning.

- From this point in time the Company will proceed with 8 scheduled
weeks of verification of the equipment and mill commissioning. This
will include approximately 2 weeks of final verification confirming
that all equipment is mechanically sound, and that electrical
panels / wiring is correctly installed. This will be followed by
powering up the facility to check on motors, etc. This is to be
followed by the initial ore processing including further
commissioning for the first three months (April - June) during which
time mill throughput will average 500 tonnes per day. The purpose of
this preliminary production is to determine the reagent consumption
and maximize the recovery of metals. Following these steps,
throughput will be increased to 1,000 tonnes per day commencing July
2008.

- Construction of the Company's 100% owned, dedicated 34 kilometre
power line from the main hydro dam to the mill facility has been
fully completed, including the building of an electrical sub-station
and is expected to go live on April 1st, 2008.

- The two 1 million litre water tanks are full and ready for processing
start up. It is anticipated that 80% of the water used will be
recovered for re-cycling in the process.

- Ore stockpile inventory as of the end of February 2008 was as
follows:

Stockpile 1: 52,148 tonnes grading 69g/t Ag, 0.08g/t Au, 0.25% Cu,
1.42% Pb, and 2.55% Zn.

Stockpile 2: 22,724 tonnes (assay results pending)

By Pass Road - Housing

- The 4.3 kilometre Cosala by-pass road has been completed. This road
was used for moving oversized mill equipment, trailers, etc. for
installation at the mill facility and the future transfer of daily
metal concentrates to smelters without impacting the town of Cosala
with heavy traffic.

- Construction work on the permanent facility camp is 75% complete;
final details in progress consist of completion of the installation
of doors and windows, roof tiles and exterior and interior painting.
Sewage lines have been connected to Cosala's municipal system with
fresh water now being connected.

- When finished the camp will initially house 48 persons in 16 houses
and the site allows expansion for further construction. This facility
is being built on 14 hectares of land that Company has purchased
which is ideally situated on both sides of the Company's Cosala
by-pass road. This purchase of the land is a cost effective measure
allowing the Company to build houses for personnel and construct its
own core logging and equipment storage facilities rather than rent
these facilities.

- Currently land is being cleared and prepared for the construction of
a main central office, core logging and equipment storage facilities
which will allow the Company to relocate its entire support staff to
the new facility.

Tailings Pond and Dam Construction

- Tailings dam construction has been completed for Phase 1 (first year
of production).

- The bottom of the tailings receiving pond has been completed and the
geo-membrane installation is in progress. The tailing facility is now
ready to receive material from the milling process.

- The contouring of the tailings pond area for the second phase (years
2 - 5) is in progress.

Water Supply for the Mill

- A water supply system consisting of a well by the river, a storage
tank, a pumping station, and a 4.8 km pipe line to the mill is under
construction. The pipeline construction is at 90% completion.

- The pipe line consists of a six inch diameter steel pipe along the
road with cement holding supports and anchors whereas the cement
water well holding tank consists of an 18 inch diameter steel pipe
under the river bed with three different pipe water feeders which
feed the well. In addition, a backup supply of excess clean mine
water can also be pumped from Level 6 of the mine into the storage
tank. The entire infrastructure is 95% complete. The Habitas river
flows all year long thus insuring a constant flow of water available
for the milling process even in the driest months.

- The staging storage tank has been constructed on site.

- The cement work for the pump station is completed.

- Although it is planned to re-circulate some 80% of the process water,
the water supply system will have the capacity to supply 100% of the
mill needs.

Underground Development

- As of the end of March 2008, a total of 6,769.5 meters of development
were done which includes cross-cut and access points of 4 x 4 meters.
Of this total, 1,804.0 meters of ramp (section of 4 x 5 meters) have
been excavated.

- During one 10-hour shift, the Company is currently capable of moving
over 1550 tonnes of waste/ore from stope development and preparation
activities in three zones to the mill site. This only requires eight
12 cubic meter trucks completing 82 trips per shift which supports
management's view that the Company can easily haul from underground
the initial 1,000 tonnes per day projected for mill feed.

- The initial full-scale mining is planned to start from the lower
grade Hoag zone where primary and secondary blocks have been
outlined. Each primary block contains approximately 23,000 tonnes on
level 10.5 and between 30,000 to 45,000 tonnes on level 10. Long-hole
drilling of the blocks from the Level 10 to Level 10.5 (15 metres)
began in February 2008, with the first blasting of blocks begun in
March 2008. In addition, five blocks have been excavated at the
bottom and the top and two of these blocks are currently ready for
long-hole drilling, development is ongoing to prepare the others.

- The Alimak ventilation raise from the 6th Level of the Nuestra Senora
mine to the Candelaria mine has been completed and installation of
the vent fan system will be completed by July.

- The up ramp from the 3rd Level of the Nuestra Senora mine to the
Candelaria Mine (located 175 meters vertically above) has advanced
220 meters of the overall 470 meters required to connect with the
above Candelaria Mine ramp. Once connected this will allow the
Company to access the high-grade Candelaria mineralization for the
blending of mill feed to increase mill head grades.

Surface and Underground Exploration

- The Company currently has three underground diamond drills performing
in-fill delineation drilling for areas of exploitation as well as
exploration drilling which is also targeting the zones outlined by
the recent successful surface drilling of the Santa Teresa and Santo
Domingo satellite deposits, and based on new exploration models
established from ongoing underground structural mapping. Recent
exploration results in the Santa Teresa Extension and below the Main
Northwest Zone (Jewel Box area) have been surpassing our
expectations.

- On February 18th, 2008 the Company completed a geophysical program of
down-hole pulse electrical magnetic (DHPEM) surveying to determine if
this system will accurately locate known mineralized bodies within
the Nuestra Senora Project. The survey was successful in identifying
the known ore bodies, particularly in the Main Zone. This tool is
expected to greatly enhance our exploration efforts in underexplored
and/or structurally complex areas.

- The Company is in the final stages of signing commercial smelter
agreements and once finalized will inform the public during the next
month.
>>


President, Mr. D. Roger Scammell, PGeo, is the Company's Qualified Person for the Nuestra Senora project. Mr. Scammell is responsible for the current exploration and development program and has reviewed the content of this release.

ON BEHALF OF SCORPIO MINING CORPORATION

Peter J. Hawley
Chairman & CEO

Greetz