Gossan für Amerikaner interessant? - 500 Beiträge pro Seite
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Wake up Amerika! Sie begreifen es doch langsam!
Der letzte Thread über Gossan ist
Der letzte Thread über Gossan ist
o.k., dann noch ein Anlauf!
Der letzte Thread über Gossan war "historisch", keine Postings mehr möglich; deswegen hier ein neuer Thread.
Bin gespannt auf eure Ansichten.
Wake up Amerika! Sie begreifen es doch langsam!
Interessanter Artikel bei Kitco: besonders der letzte Absatz. Sinngemäß: kauft in den USA oder in Ländern, deren Währung am Doallar hängt, oder bei steigenden Rohstoff-Notierungen wegen fallendem US-Dollar ausländische (vorzugsweise knadische) Explorer-Aktien, einerseits wegen des Kursgewinns, andererseits, weil Sie von Produktionskostenerhöhungen nicht betroffen sind.
Vielleicht übersetze ich den Artikel nochmal; automatische Übersetzungen finde ich jedoch zum K...ohlenschleppen.
http://www.kitcocasey.com/displayArticle.php?id=45
Text:
X-Factor: Currency and Mining Investment
By David Galland
March 11, 2005
Even the best investments can go awry for reasons beyond the control of companies and investors. One of the most important factors in this regard is currency fluctuation.
As investors in South African gold stocks have painfully learned over the past several years, changes in currency exchange rates can have a huge effect on the price of resource stocks. In the first half of 2003, the South African rand appreciated 23% against the US dollar. The result being that despite a 10% increase in the average gold price, and a 20% jump in the platinum price, the rand price of these metals actually fell 14% and 7%, respectively.
Similar trends were observed for several other minerals. The rand continued to strengthen into 2004, surging more than 40% in a 12-month period and more than wiping out a 20% lift in bullion prices. Companies with operating mines in South Africa, and other countries where the currency appreciated significantly against the greenback, saw their profit margins squeezed because such firms pay most of the costs in the local currency while earning US dollars for their output.
In fact, by early 2004, two of every five South African gold mines owned by the country’s major producers were operating at a loss despite higher gold prices, while another third were making less than 10% profit. Companies with marginal operations have thus been devastated. Because of the strong currency, Harmony Gold (HMY-N) saw its stock fall from $17.80 to $9.25 in six months and Thistle Mining’s (THT-TSX) stock plunged from C$0.75 to C$0.08 over a year. In the second quarter of 2004, Thistle’s cash costs to produce an oz of gold hit $570, compared to the $393 per oz they received in payment. Harmony’s costs were $395.
It’s important to note that, for a producing company, the currency in which a stock is priced should make no difference and shouldn`t form part of the investment decision-making process. Whether you buy Newmont Mining on the Australian Stock Exchange or on the NYSE, each dollar you invest will give you the same interest in the company’s assets and profits.
What is crucial is the currency in which a company`s costs are denominated. Such currencies affect earnings, and earnings affect share price. For example, suppose a Canadian investor buys stock in a US-based gold company with $100 million in yearly revenue and $10 million in annual profits, priced at US$1, or C$1.24, per share. If the gold price rises by 10%, the company’s revenue goes up a corresponding 10%. If the C$ also rises 10% against the USD it matters not to the miner – costs to produce an ounce of gold remain unchanged, generating an additional US$10 million per year in profits. The stock price should hit $2, giving the Canadian investor an 80% gain even when the 10% currency exchange loss is factored in.
This is, of course, oversimplified. Just because gold goes up by 10% does not mean a stock will necessarily go from $1 to $2. On a smaller scale, suppose a company sells 100 ounces of gold annually at $400 per ounce for revenue of $40,000. Cost to produce gold is $300 per ounce, generating a profit of $10,000. With 10,000 shares outstanding, earnings of $1 per share and a market P/E of 10, the stock would trade at $10. A 10% rise in gold to $440 per ounce generates revenue of $44,000 resulting in a profit of $14,000, with costs remaining at $300 per ounce. At a 10 P/E this makes the stock trade at $14, giving the Canadian investor a 27.4% gain, even when taking into account a 10% appreciation in the Canadian currency. Still a tidy profit.
But beware the inverse situation. Suppose a US investor buys shares in a Canadian gold company with the same specs – revenues of C$100 million and earnings of C$10 million per year, for a share price of C$1, or US$0.81. If the US$ gold price increases 10% and the C$ rises 10%, the revenue gain from the increased gold price would be wiped out by the gain in the currency, the end result being that the stock adds no overall value and maintains the C$1 share price. Of course, a US investor would make slight gains on the currency exchange, but only in the amount of US$0.08 per share, or 11%.
For US investors, the implication is that, with the USD likely to continue weakening, it’s best to buy into operations either in the US or in countries where the currency is not likely to appreciate significantly against the dollar. Another way to gain is buying non-producing Canadian exploration issues, which offer leverage to rising commodity prices plus a slight added upside from the exchange on the rising Canadian dollar, without exposure to increasing production costs. Exploration stocks tend to be less impacted by exchange fluctuations than are major producers, although even juniors are not completely immune to currency considerations.
---------------------------------------------------------------------
For information on an early stage gold company exploring in Nevada check out: Keegan Resources.
Nicht wundern; diesen Beitrag stelle ich noch bei einem zweiten Pferdchen ein.
Gruß
B.f.
Der letzte Thread über Gossan war "historisch", keine Postings mehr möglich; deswegen hier ein neuer Thread.
Bin gespannt auf eure Ansichten.
Wake up Amerika! Sie begreifen es doch langsam!
Interessanter Artikel bei Kitco: besonders der letzte Absatz. Sinngemäß: kauft in den USA oder in Ländern, deren Währung am Doallar hängt, oder bei steigenden Rohstoff-Notierungen wegen fallendem US-Dollar ausländische (vorzugsweise knadische) Explorer-Aktien, einerseits wegen des Kursgewinns, andererseits, weil Sie von Produktionskostenerhöhungen nicht betroffen sind.
Vielleicht übersetze ich den Artikel nochmal; automatische Übersetzungen finde ich jedoch zum K...ohlenschleppen.
http://www.kitcocasey.com/displayArticle.php?id=45
Text:
X-Factor: Currency and Mining Investment
By David Galland
March 11, 2005
Even the best investments can go awry for reasons beyond the control of companies and investors. One of the most important factors in this regard is currency fluctuation.
As investors in South African gold stocks have painfully learned over the past several years, changes in currency exchange rates can have a huge effect on the price of resource stocks. In the first half of 2003, the South African rand appreciated 23% against the US dollar. The result being that despite a 10% increase in the average gold price, and a 20% jump in the platinum price, the rand price of these metals actually fell 14% and 7%, respectively.
Similar trends were observed for several other minerals. The rand continued to strengthen into 2004, surging more than 40% in a 12-month period and more than wiping out a 20% lift in bullion prices. Companies with operating mines in South Africa, and other countries where the currency appreciated significantly against the greenback, saw their profit margins squeezed because such firms pay most of the costs in the local currency while earning US dollars for their output.
In fact, by early 2004, two of every five South African gold mines owned by the country’s major producers were operating at a loss despite higher gold prices, while another third were making less than 10% profit. Companies with marginal operations have thus been devastated. Because of the strong currency, Harmony Gold (HMY-N) saw its stock fall from $17.80 to $9.25 in six months and Thistle Mining’s (THT-TSX) stock plunged from C$0.75 to C$0.08 over a year. In the second quarter of 2004, Thistle’s cash costs to produce an oz of gold hit $570, compared to the $393 per oz they received in payment. Harmony’s costs were $395.
It’s important to note that, for a producing company, the currency in which a stock is priced should make no difference and shouldn`t form part of the investment decision-making process. Whether you buy Newmont Mining on the Australian Stock Exchange or on the NYSE, each dollar you invest will give you the same interest in the company’s assets and profits.
What is crucial is the currency in which a company`s costs are denominated. Such currencies affect earnings, and earnings affect share price. For example, suppose a Canadian investor buys stock in a US-based gold company with $100 million in yearly revenue and $10 million in annual profits, priced at US$1, or C$1.24, per share. If the gold price rises by 10%, the company’s revenue goes up a corresponding 10%. If the C$ also rises 10% against the USD it matters not to the miner – costs to produce an ounce of gold remain unchanged, generating an additional US$10 million per year in profits. The stock price should hit $2, giving the Canadian investor an 80% gain even when the 10% currency exchange loss is factored in.
This is, of course, oversimplified. Just because gold goes up by 10% does not mean a stock will necessarily go from $1 to $2. On a smaller scale, suppose a company sells 100 ounces of gold annually at $400 per ounce for revenue of $40,000. Cost to produce gold is $300 per ounce, generating a profit of $10,000. With 10,000 shares outstanding, earnings of $1 per share and a market P/E of 10, the stock would trade at $10. A 10% rise in gold to $440 per ounce generates revenue of $44,000 resulting in a profit of $14,000, with costs remaining at $300 per ounce. At a 10 P/E this makes the stock trade at $14, giving the Canadian investor a 27.4% gain, even when taking into account a 10% appreciation in the Canadian currency. Still a tidy profit.
But beware the inverse situation. Suppose a US investor buys shares in a Canadian gold company with the same specs – revenues of C$100 million and earnings of C$10 million per year, for a share price of C$1, or US$0.81. If the US$ gold price increases 10% and the C$ rises 10%, the revenue gain from the increased gold price would be wiped out by the gain in the currency, the end result being that the stock adds no overall value and maintains the C$1 share price. Of course, a US investor would make slight gains on the currency exchange, but only in the amount of US$0.08 per share, or 11%.
For US investors, the implication is that, with the USD likely to continue weakening, it’s best to buy into operations either in the US or in countries where the currency is not likely to appreciate significantly against the dollar. Another way to gain is buying non-producing Canadian exploration issues, which offer leverage to rising commodity prices plus a slight added upside from the exchange on the rising Canadian dollar, without exposure to increasing production costs. Exploration stocks tend to be less impacted by exchange fluctuations than are major producers, although even juniors are not completely immune to currency considerations.
---------------------------------------------------------------------
For information on an early stage gold company exploring in Nevada check out: Keegan Resources.
Nicht wundern; diesen Beitrag stelle ich noch bei einem zweiten Pferdchen ein.
Gruß
B.f.
und los geht`s:
jahrelang projektierbare Liegenschaften gesammelt, Management verjüngt (siehe Infos auf Goldseiten.de).
Jetzt Verwertung und zwar ohne eigene Investitionen,
momentaner Effekt + 12,86%:
http://biz.yahoo.com/ccn/050314/853076a9f3021643a838cbff7f3b…
Text:
North American Palladium Options Gossan`s Bird River Property
Monday March 14, 11:56 am ET
WINNIPEG, MANITOBA--(CCNMatthews - March 14, 2005) - Gossan Resources Limited (TSX VENTURE:GSS - News; Frankfurt/Freiverkehr:GSR) has entered into an Option and Joint Venture Agreement on its Bird River Property with Lac des Iles Mines Ltd., a wholly-owned subsidiary of North American Palladium Ltd. The Property, encompassing 6,778 hectares (16,748 acres), covers over 21 kilometres of the Bird River Sill Complex. This complex carries significant concentrations of palladium and platinum along with nickel, copper, zinc and chromite. The Bird River Property is located about 40 km east of Lac Du Bonnet, Manitoba and, along the Sill, approximately 6 km west and northwest of Mustang Minerals` Maskwa Deposit.
ADVERTISEMENT
Under the terms of the Agreement, Lac des Iles Mines Ltd. ("LDI") can earn an undivided 50% interest in the Bird River Property by spending $2.5 million on exploration and making cash payments of $400,000 to Gossan by August 30, 2008. Thereafter, LDI can earn a further 15% interest by completing a bankable feasibility study and an additional 10% interest, to a total 75% interest, by arranging project financing. LDI must also make annual advance royalty payments of $100,000, payable semi-annually, until commercial production is achieved. In the first stage of this Agreement, LDI`s work expenditure commitment is $400,000 of exploration expenditures by August 30, 2005 and make an initial cash payment of $50,000.
North American Palladium Ltd. (PDL-TSX & PAL-Amex) is Canada`s only primary producer of palladium and is the owner/operator of the Lac des Iles Mine located northwest of Thunder Bay, Ontario.
Ryan Cooke, P.Geo., is the Qualified Person supervising the Bird River Property on behalf of Gossan. Additional information regarding recent developments on the Bird River Sill, published as an extract of a Manitoba Geological Survey presentation, is available at www.gossan.ca/mgs.pdf.
Gossan Resources Limited is engaged in mineral exploration in Manitoba and northwestern Ontario. It has a well-diversified portfolio of properties hosting gold, platinum group and base metals, as well as the specialty metals, tantalum, chromium, titanium and vanadium. The Company also has a large deposit of magnesium-rich dolomite and a silica sand prospect. Gossan trades on the TSX Venture and the Frankfurt/Freiverkehr & Xetra Exchanges and has 17,418,124 shares outstanding (21,043,124 shares fully diluted).
Gruß B.f.
jahrelang projektierbare Liegenschaften gesammelt, Management verjüngt (siehe Infos auf Goldseiten.de).
Jetzt Verwertung und zwar ohne eigene Investitionen,
momentaner Effekt + 12,86%:
http://biz.yahoo.com/ccn/050314/853076a9f3021643a838cbff7f3b…
Text:
North American Palladium Options Gossan`s Bird River Property
Monday March 14, 11:56 am ET
WINNIPEG, MANITOBA--(CCNMatthews - March 14, 2005) - Gossan Resources Limited (TSX VENTURE:GSS - News; Frankfurt/Freiverkehr:GSR) has entered into an Option and Joint Venture Agreement on its Bird River Property with Lac des Iles Mines Ltd., a wholly-owned subsidiary of North American Palladium Ltd. The Property, encompassing 6,778 hectares (16,748 acres), covers over 21 kilometres of the Bird River Sill Complex. This complex carries significant concentrations of palladium and platinum along with nickel, copper, zinc and chromite. The Bird River Property is located about 40 km east of Lac Du Bonnet, Manitoba and, along the Sill, approximately 6 km west and northwest of Mustang Minerals` Maskwa Deposit.
ADVERTISEMENT
Under the terms of the Agreement, Lac des Iles Mines Ltd. ("LDI") can earn an undivided 50% interest in the Bird River Property by spending $2.5 million on exploration and making cash payments of $400,000 to Gossan by August 30, 2008. Thereafter, LDI can earn a further 15% interest by completing a bankable feasibility study and an additional 10% interest, to a total 75% interest, by arranging project financing. LDI must also make annual advance royalty payments of $100,000, payable semi-annually, until commercial production is achieved. In the first stage of this Agreement, LDI`s work expenditure commitment is $400,000 of exploration expenditures by August 30, 2005 and make an initial cash payment of $50,000.
North American Palladium Ltd. (PDL-TSX & PAL-Amex) is Canada`s only primary producer of palladium and is the owner/operator of the Lac des Iles Mine located northwest of Thunder Bay, Ontario.
Ryan Cooke, P.Geo., is the Qualified Person supervising the Bird River Property on behalf of Gossan. Additional information regarding recent developments on the Bird River Sill, published as an extract of a Manitoba Geological Survey presentation, is available at www.gossan.ca/mgs.pdf.
Gossan Resources Limited is engaged in mineral exploration in Manitoba and northwestern Ontario. It has a well-diversified portfolio of properties hosting gold, platinum group and base metals, as well as the specialty metals, tantalum, chromium, titanium and vanadium. The Company also has a large deposit of magnesium-rich dolomite and a silica sand prospect. Gossan trades on the TSX Venture and the Frankfurt/Freiverkehr & Xetra Exchanges and has 17,418,124 shares outstanding (21,043,124 shares fully diluted).
Gruß B.f.
Grias eich
Schön langsam rührt sich endlich was
Zeit is woan
servus
Schön langsam rührt sich endlich was
Zeit is woan
servus
zeit is!!!
Gruß
B.F
Gruß
B.F
Trading Spotlight
Über 70% in 2 Monaten............. nicht schlecht der Specht.
Handlungsweise beim Zukauf von Silica erinnert mich stark an die vor Gründung der Partnerschaft mit North American Palladium.
Handlungsweise beim Zukauf von Silica erinnert mich stark an die vor Gründung der Partnerschaft mit North American Palladium.
Aber nur geringe Umsätze, daher sind 70 % nur relativ.
Gruß
Gruß
Umsätze in Kanada mit über 700.000 an einem Tag sind zumindest in diesem Jahr Rekord. Scheint sich wohl bald etwas mit dem Inwood Magnesium Projekt zu bewegen. Der Anstieg hat sicherlich seine Gründe.
Letzter Einstieg einer größeren Adresse war Ende letzen Jahres sowohl in Kanada als auch in Deutschland mit jeweils rd. 1 Mio. Aktien.
Letzter Einstieg einer größeren Adresse war Ende letzen Jahres sowohl in Kanada als auch in Deutschland mit jeweils rd. 1 Mio. Aktien.
Bei Goldseiten wurden vor einiger Zeit Fragen an das Management gesammlt.
Weiß jemand was dabei herausgekommen ist bzw ob die Fragen überhaupt gestellt wurden?
Sobald sich bei Inwood was konkretes tut wird diese Aktie aus ihrem Dämmerschlaf erwachen !
Gruß
Tr@dex
Weiß jemand was dabei herausgekommen ist bzw ob die Fragen überhaupt gestellt wurden?
Sobald sich bei Inwood was konkretes tut wird diese Aktie aus ihrem Dämmerschlaf erwachen !
Gruß
Tr@dex
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