Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2951)

[tommy-hl]

Antwort auf Beitrag Nr.: 33.650.801 von Trade0601 am 15.03.08 17:37:53

Mein Ziel ist es Unternehmen mit einem qualifizierten Management, die über ein besonderes Geschäftsmodell verfügen oder gewaltige Ressourcen besitzen, aus der Masse heraus zu filtern und so zu Anlageentscheidungen zu kommen, die einen Unterschied in meinem finanziellen Schicksal machen.

Da ich dann selber von diesen Investitionen profitiere und mein Kapital vervielfache, kann ich meine Analysen auch hier zur freien Verfügung für jeden posten.

Jeder kann dann für sich entscheiden, ob er meinen Empfehlungen folgt, oder lieber etwas anderes kaufen möchte.

Mein Musterdepot ist auf mehrere Jahre angelegt, da nur dann die nötige Zeit zur Verfügung steht, um die ausgewählten Aktien zur Reife zu bringen.

Ich hoffe, das möglichst viele Anleger dadurch Anregungen für ihre Investments bekommen.

Börsenbriefe sind recht teuer geworden, und die Performance lässt auch zu wünschen übrig. Vielleicht können wir hier gemeinsam durch gute Empfehlungen völlig kostenfrei etwas erreichen, wovon so mancher BB träumt ...

tommy

[tommy-hl]

@ Popeye: Danke für den Tipp! So weit ich es erkenne konnte, findet für Alberta Oilsands kein Handel in DE statt. Die Hauptbörse ist wohl in TOR? Hast Du ein paar mehr Infos als nur den Namen?

@ Urlaub: Nicht gleich alle Joker auf einmal auf den Tisch!
Glaub mir, es ist wirklich nicht so einfach unter den Hunderten von Explorern die heraus zu filtern, die bei allem Risiko doch 10-bagger Qualitäten aufweisen! Adriana werde ich hier noch vorstellen. Gehört in die engste Wahl.

Infrastrukutur ist ein wichtiger Punkt, und lösbar. Jeder Explorer hat Vorteile und Nachteile. Es gilt die Risiken und Chancen abzuwägen, und dann eine Entscheidung zu treffen.

Ich werde für das hier gerade eröffnete Musterdepot die meiner Meinung nach besten Werte empfehlen, die ich kenne. Jeder dieser Werte besitzt ein gewisses Risiko! Aber eben auch enorme Chancen!

Das Risiko besteht in 100%! Die Chance besteht in ... the sky is the limit ... 1000% und mehr ...

Das wichtigste neben den guten und hochwertigen Ressourcen ist das jeweilige Management, seine Erfahrungen, sein Wille zum Erfolg, seine Verbindungen zur Behörden und Finanzkreisen ...

Schaun wir mal, was für Aktien in mein Musterdepot Einzug finden werden und welche Performance in 2-3 Jahren dadurch entstehen wird ...

By the way ... ich bin gespannt, wann der erste BB Altona Resources "entdecken" wird ... ich weiß ja, dass hier mitgelesen wird ...

Gute Jahre liegen vor uns .... take the chance ...

tommy

[Urlaub2]

Antwort auf Beitrag Nr.: 33.650.160 von tommy-hl am 15.03.08 13:52:38

Hallo, wollte nochmal auf Adriana Resources eingehen, die eine Riesenchance bieten.

Im dortigen Thread hast du alleine für das Lac Otelnuk-Projekt ein Potential von 1400 % bis 2013 berechnet.

Allerdings gibt es beim Ausbau der Infrastruktur noch Unklarheiten,
worüber wir evtl. diskutieren sollten.

Auch das Brasilien-Projekt würde für sich alleine schon 1000 % bringen.

Schließlich gibt es noch 3 weitere Projekte, von denen es für 2 Gratisaktien geben soll.

[Popeye82]

Sehr positive Atmosphäre.
Allerdings gabs bei Altona auch noch 1, 2 Unabwägbarkeiten
(speziell Lizenzen).

Wenn Du Werte suchst, die das Zeug zum 10bagger haben
könnten, dann guck Dir auch mal 'Alberta Oilsands' an,
das Zeug dazu haben m.M. nach einige.

Bin gespannt auf Deine nächste Vorstellung,
bei wem Du das auch für möglich halten würdest.

[tommy-hl]

Antwort auf Beitrag Nr.: 33.650.498 von supernova1712 am 15.03.08 15:35:38

Hallo supernova,

ich wusste garnicht, dass Altona einen eigenen thread hat (hatte aber auch nicht danach gesucht).

Habe dort folgenden interessanten Artikel gelesen, den der user XIO dort gepostet hatte:

November 19, 2007
Altona Will Be Courted By Major Energy Companies Once It Publishes Its Pre-Feasibility Study
http://www.minesite.com/nc/minews/singlenews/article/altona-…

The share price of Altona Resources has put up a disappointing performance since listing in March 2005 for the very simple reason that its Arckaringa project in the northern portion of the Permian Arckaringa Basin of South Australia simply seems too big for a small company. It plans to use the Arckaringa coal fields in South Australia as feedstock for an integrated Coal –to- Liquid plant to produce 10 million barrels of petroleum products, as well as 900MW of electrical generating capacity for the domestic market, every year for the next 75 or more years starting in 2013. Pretty ambitious for any company, but Altona is capitalised at less than £15 million. What the market has failed to appreciate is that it owns more than 7.5 billion tonnes of coal in the ground which makes it the owner of one of the world’s largest undeveloped energy banks. Work that out in terms of pennies per tonne of coal and it is the cheapest deposit in the world close to infrastructure and in a stable economy.

Take these products one step further through a refinery and Altona would be producing clean liquid fuels as well as low cost power and high value industrial feedstocks. And if that clean liquid fuel was mostly designated for jet aeroplanes the company could be generating more than US$2 billion a year – yes, 2 billion. At this stage a lot of investors have clearly stood back and thought the whole project is too big and too complex for a small company. But this ignores the fact that Coal-to-Liquid technology is well proven. Sasol in South Africa has been using it for years to produce around 130,000 barrels/day, and the Germans developed the Fisher-Tropsch process to produce fuel for its war machine.

The production of liquid fuel is a two-step process. First the coal feedstock from the Wintinna deposits has to be converted to synthetic natural gas, known as syngas, using the Conoco Phillips gasification process. Waste tail gases from this process would then be diverted to a standard gas turbine to generate electricity for sale locally in South Australia which has a need for additional energy. The bulk of the syngas is then run through a Rentec Fisher-Tropsch (FT) plant to be converted to FT liquid products which consist of 81 per cent ultra-low sulphur diesel and 19 per cent naphtha. The conversion is roughly 1:1 – one tonne of coal is converted into one barrel of FT petroleum products, and co-generated electricity.

The important point is that Altona has management with crucial expertise in coal and in corporate finance. Chris Schrape, the managing director, was previously chief executive of Griffin Coal, a Perth based company, for whom he worked from 1997 - 2004. Before that he spent some 20 years with Rio Tinto in a variety of senior management and marketing roles, including marketing manager with PT Kaltim Prima Coal in Indonesia for 6 years from project start-up in 1991. More recently, Chris was engaged as marketing adviser to Asia Energy regarding the coal marketing and related aspects of the definitive feasibility study on the Phulbari coal project in Bangladesh.

The chairman, Christopher Lambert, headed up London and global trading for Elders Financial Group, the Rural and Industries Bank of Western Australia, Barclays Bank and Prudential Securities (USA) for more than 20 years. During his time at these companies his duties included managing global dealing operations in the major financial centres around the world, the structuring of corporate and project finance transaction for governments, central banks, industrial companies and mining house. This combination of expertise is vital as Altona will not be able to fund development by itself.

The project has to be developed in stages, and it is reckoned that the first stage will cost around US$3.2 billion and the second stage US$1.5 billion. This is not small company stuff, but the management has very sensibly stuck to what it can do by taking the project through pre-feasibility with the help of consultants with specific experience in such projects. The Coal-to-Liquid process is being put together by industry leader Jacobs Consulting, mining work is being undertaken by Hatch and other leading groups and financial modelling is being coordinated by Royal Bank of Scotland (RBS).

This pre-feasibility study will be completed shortly with figures on which any major can rely. It is then that they will start to circle around Altona and its board can take much credit for getting the project to this stage. Considerable value has been added on the way though that does not appear, as yet, to have been acknowledged by the market. In the meantime Altona has appointed Bell Potter Securities, one of Australia’s leading stockbroking houses, as its financial adviser. This follows a statement made by Chris Lambert during an update on the pre-feasibility study given in September when he said, “In conjunction with progressing the technical aspects of the project, Altona continues to develop commercial opportunities and relationships to advance the development of this exciting, world-scale energy project”.

Since then the company has started a Greenhouse Gas Management and Mitigation initiative in line with the South Australian Government’s ‘Greenhouse Strategy’. Altona has identified a deep geological structure potentially suitable for the permanent storage of the CO2 which is captured during the Coal-to-Liquid process. This move will appeal to any potential partner or acquisitor and will go down well in political circles. In addition the company has entered into a Memorandum of Understanding with leading Australian rail logistics company FreightLink in relation to the transport and distribution its inputs and products, including liquid fuels.

FreightLink is a major provider of rail transport services to both the Australian and overseas markets centred on the Adelaide to Darwin rail corridor, on which the Arckaringa project is located. A rail link provide Altona with a strong marketing advantage as the regional market for distillate fuel is growing, whilst South Australia and most of the Northern Territory is totally dependent on high cost imports of liquid fuels. In addition, the rail corridor provides direct access to the growing Asian market for distillate and higher value products including jet fuel. These two moves alone will add value to the project as will be acknowledged in any deal. The pre-feasibility study will be the key as any major that then becomes involved will want to have a hand on the full feasibility that will follow. It is time for investors to wake up to Altona before it is too late.

--------------
Ist zwar schon ein "paar Tage" alt, aber beschreibt ganz gut das Management und die Möglichkeiten ...

Ich schaue mir den thread noch etwas genauer an um zu erkennen, was für ein "Klima" dort herrscht, und entscheide dann, ob ich meine Analyse dort poste ...

Gruß

tommy

[Trade0601]

Antwort auf Beitrag Nr.: 33.643.449 von tommy-hl am 14.03.08 15:53:12

Sieht echt super aus was du hier startest, freu mich schon auf mehr zum lesen.

[supernova1712]

Antwort auf Beitrag Nr.: 33.638.574 von tommy-hl am 14.03.08 10:05:35

Hallo Tommy,

habe mich heute mal bei Altona eingelesen. Ein sehr interessanter Wert. Deine Analyse solltest Du unbedingt auch in den Altona-Thread Nr. 1135476 einstellen. Guckst Du hier:

http://aktien.wallstreet-online.de/informer/community/thread…" target="_blank" rel="nofollow ugc noopener">
http://aktien.wallstreet-online.de/informer/community/thread…

Gruss
supernova

[tommy-hl]

.
Hier mal zur Info die Sicht zur Börse von Louis Navellier, dem Herausgeber von amerikanischen Börsenbriefen. Er rät seinen Abonnenten jetzt voll investiert zu sein!

This Week in the Market
The problem we saw this week was that people were reading the headlines and not the news behind them. For instance, Standard & Poor’s proclaimed that “the worst is over” for banks—they’ll just have $285 million left in write-downs to report this year! However, UBS said banks have $600 million left in write-downs! Clearly, the headlines are getting the market excited, but the details of these reports are still very grim.

We got some ominous news from the Fed regarding capital requirements—which just means they’re not going to nationalize banks. Then Treasury Secretary Paulson gave a speech and urged Wall Street banks to “preserve” new capital by cutting their dividends.

The Fed Rides Again
The S&P 500 touched an intra-day low of 1272.66 on Monday, which was just slightly above its January 23 low of 1270.05. The market wanted to test this low before it started moving higher again. It could retest this low several more times, but the good news is, more Fed help is on the way.

The 3-Month Treasury is currently yielding 1.35%, so obviously the Fed will keep cutting short-term interest rates. I expect the Fed to come to the rescue and cut rates 0.75% on Tuesday. They’re good at coming to the market’s rescue, aren’t they?

This past Tuesday, the Fed announced a surprise plan to inject $200 billion into the markets to add some much-needed liquidity. Investors were thrilled at the news. The S&P 500 posted its best one-day performance in five years, and the Dow finished the day 416 points higher!

I brought you this breaking news via my Flash Alert message, but I want to emphasize one more time how important it is for you—even if you’re a conservative investor—to be fully invested in this market. If you had moved to the sidelines, you can “dollar-cost average” your way back in. By the way, “dollar-cost averaging” simply means adding a fixed amount of money to your positions at regular intervals. Thus, you buy more shares when prices are low and fewer shares when prices are high.

The reason is, I want you to be prepared for the market rally that should commence after Wall Street realizes that the Fed’s done cutting rates. This rally should lead up to the November presidential election. The good times aren’t too far away, so I want you to prepare your portfolios accordingly. As always, I’ll keep you posted on these developments through my Blog and my Weekly Updates.

You Mean, There’s More?
Taking a look at the rest of the week in the market, well, the market’s been on a roller coaster ride, with the Dow posting stomach-churning swings in excess of 200 points. Today’s news that Bear Stearns had to beg the Fed to bail it out rattled the market. Bear Sterns lost half of its value within 30 minutes of the market open. This is one more reason why you shouldn’t touch financials with a ten-foot pole right now!

Some other big market news this week came from the oil patch. Oil soared past $111 on Thursday before settling at $110.21 on Friday. There’s a clear correlation between the U.S. dollar’s weakness and the rise in oil prices—and it’s something the Fed needs to keep a very close eye on as it decides how much to cut short-term interest rates.

In other news, well, I believe Elliot Spitzer’s wife—and the entire state of New York—is not too happy with him. The governor of New York resigned in disgrace this week after a federal wiretap revealed his ties to an upscale prostitution ring. The gossip in New York is that Spitzer would get postal “money orders” to pay for his extracurricular activities. So in other words, the state of New York may have paid for his prostitution activities!
Mr. Spitzer was previously known as “The Sheriff” on Wall Street for going after CEOs and tirelessly seeking out corruption in the securities industry. This situation he has found himself in now is pretty ironic.

In trade-related news, the trade deficit rose to $58.2 billion in January. Exports (excluding oil and aircraft) jumped 2.4%. This jump in core exports is very good news for the export-related plays on our Buy List.

Jobless claims stayed unchanged last week at 353,000, but it’s the overall trend that matters most. Last week we learned that February payrolls contracted by 63,000 jobs. Analysts were expecting 23,000 jobs to be created, so this is further proof that the economy is slipping into a recession.

The retail market provided little encouragement. February retail sales fell 0.6%--analysts were expecting a 0.2% rise. Auto sales fell 1.9%, which have now fallen by more than 1.5% in three out of the last four months. This put the market in a bad mood on Thursday. And retail stocks had been rallying lately. Whoops. It’s just another Wall Street “head fake.”

And according to The Wall Street Journal, the U.S. economy has slid into a recession. Economists now expect payrolls to grow by just 9,000 jobs a month for the next year—the previous survey expected 48,500! Clearly, the economy’s in trouble, and only the Fed can come to the rescue. Again, I expect a 0.75% cut at the Fed’s Tuesday meeting. A 1% would be a mistake because it would send the dollar into a tailspin.

With the massive deleveraging of the U.S. economy now under way, it will be interesting to see just how fast that the U.S. economy can rebound. Again, due to the market’s successful retest of the January 23 intraday lows, plus the big Fed rate cuts, the time has come for both conservative and aggressive investors to be fully invested in the market
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[tommy-hl]

.
Die Suche nach 10-baggern kann schon mal frustrierend sein! Ich habe gestern und heute ca. 15 Explorer untersucht und dabei nur einen neuen Kandidaten gefunden, der das Zeug dazu haben könnte. Hierauf komme ich nächste Woche zurück, denn meine Analyse dazu ist noch nicht fertig.

Um die derzeit günstigen Ausverkaufspreise zu nutzen, werde ich deshalb am Montag einen nicht mehr unbekannten Explorer in mein Musterdepot aufnehmen, der zu meinen Top-Favoriten gehört und m. M. nach auf jeden Fall das Zeug zum 10-bagger hat. Auch wenn dieser vielen bereits bekannt sein dürfte, werde ich noch mal die Zahlen überarbeiten und diese dann hier reinstellen.

Durch „Bear Stearns“ und der gestrigen Panik bekommen wir von der Börse noch mal die Chance Aktien von Spitzen-Unternehmen zu absoluten Schnäppchenpreisen kaufen zu können. Vielleicht dient diese Übertreibung von BIG MONEY auch dazu, die US-Bundesbank zu einem deutlichen Zinssenkungsschritt zu „zwingen“. Spätestens dann, wenn die FED die Zinssenkung bekannt gibt, kaufen die, die gestern ihre Aktien verschleudert haben, diese wieder zurück. Alles eine Frage der Psychologie! Dadurch darf man sich nicht verunsichern lassen und von seiner Anlagestrategie abbringen lassen!

Rohstoffe werden in immer größeren Mengen benötigt, die Ressourcen sind begrenzt und Explorer, die in den nächsten Jahren die Produktion beginnen, werden für ihre Produkte Preise erzielen, die den Unternehmensgewinn sichern und die heutigen Aktienkurse m. M. nach rückwirkend als "lächerlich niedrig" erscheinen lassen werden.

Ich wünsche allen ein schönes Wochenende …

tommy

[Elsner]

Antwort auf Beitrag Nr.: 33.643.526 von tommy-hl am 14.03.08 15:57:37

So stimmt es jetzt! Hatte ich doch selbst bei meiner Korrektur beim Depotwert vertippt und damit 100 Euro zu wenig .... Tssss