First Majestic, ein Silberjunior auf dem Weg in die Mittelklasse? (Seite 4233)

eröffnet am 04.04.05 01:31:31 von
neuester Beitrag 14.06.21 17:15:09 von

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 Ja Nein
19.05.05 19:50:51
Beitrag Nr. 68 ()
das Neueste von heute - die Fa. macht das gut - wartet bis der Aktienkurs stimmt und erst dann soll es nochmals eine Kapitalerhöhung geben - alle Achtung - sollten sich andere Firmen mal ein Beispiel nehmen - ich nenne es aktionärsfreundlich.

Re: News Releases - Thursday, May 19, 2005
Financing Update

In light of adverse market conditions, the Company has agreed with
Jennings Capital Inc. to cancel its previously announced brokered
private placement. The Company may elect to complete a non-brokered
private placement lead by its major shareholders, however, no agreement
has been reached at this time. If such an agreement is reached, the
Company will announce details at that time. The Company remains in a
strong financial position with over $4.0 million in working capital.

Additionally, drilling is anticipated to commence at the La Parrilla
Silver Mine in the coming weeks. The 25,000 metre diamond drill program
will focus on increasing reserves and resources on the depth and strike
extensions of the three known ore shoots which are part of two
intersecting regional structures with a strike length of over 4 kms.
Further details will be announced once the program begins.



Keith Neumeyer
16.05.05 14:40:31
Beitrag Nr. 67 ()
die neueste Empfehlung von Doug Casey - kaufen!!!!
15.05.05 18:45:47
Beitrag Nr. 66 ()
Super Artikel. Während des Lesens im Garten ist die Sonne durch die Wolken gebrochen und hat sich nicht mehr vertreiben lassen.

Dank und Gruß
15.05.05 16:52:56
Beitrag Nr. 65 ()
Doug Casey empfielt auch First Majestic. Der unten stehende Artikel ist sehr aufschlussreich, vor allem sollte jedem das Chance-Risiko-Verhältnis wissen und dementsprechend handeln und dann kaufen, wenn Rückschläge da sind, so wie jetzt.

Ich habe FR gekauft, weil ich die Chance sehe, das eingesetzte Kapital um den Faktor 50 - 100 in den nächsten 3 - 5 Jahren zu vermehren. Wer Sparbücher liebt, sollte dabei bleiben.

Schönes und erholsames Wochenende für alle.

Profiting From the Wall of Worry
By Doug Casey
The International Speculator
May 16, 2005
In this article, I want to address what stage of the market cycle resource stocks are in, why, what`s likely next, and what you should do about it.
For pretty much all my adult life I`ve been a speculator. That is to say, someone with an appreciation for the relationship between risk and reward, an appreciation far too many people clearly don`t share.
Take for example, ostensibly conservative investments such as money market funds and T-bills. To my worldview, these are just bad jokes being played on the masses. Piling all your assets into increasingly worthless paper paying next to no interest is the financial equivalent of a death of a thousand cuts, guaranteeing that a large swath of the nation`s senior citizens will spend their golden years sporting paper caps while tossing fries. My view is that, certainly in today`s world, it`s much more prudent to risk 10% of your capital with a prospect of getting a 1,000% return than risk 100% of your capital for the prospect of a 10% (or less) return.
This brings me to the current market in natural resource stocks, a sector in which I have been an active investor for over 25 years. That`s enough time to have witnessed all manner of cycles and market action. As is to be expected, in the early years especially, I made mistakes, most attributable to the hubris of youth. On one memorable occasion, the error was serious enough that I felt the need to spend a day in bed pondering the magnitude of my losses.
But most humans (politicians and most economists being the exception) learn from their mistakes, and I learned from mine. As a direct consequence, I have made considerable money in the resource sector. Certainly enough to retire and hang out in upscale locales for the rest of my life, if that were my wont. (It`s not... as you read this, I`ve just returned from a rock-kicking expedition to a developing gold play in the boondocks of Columbia).
Further, I`m convinced that if I were wiped out tomorrow, I could start with a small grubstake and recoup most of my losses in a few years` time. In fact, I believe I could do it even if I was airdropped into the Congo, with no money at all. And so could anyone with an entrepreneurial spirit, who knows the difference between something`s price and its value, and understands how to balance risk and reward.
But there`s no need to do anything exotic, starting with nothing. A relatively small amount of money, skillfully deployed in the right market at the right time, can compound quickly.
With that in mind, perhaps the most critical thing for people now in resource stocks is to examine the nature of bull markets. Many believe that, since resource stocks have had such a big move since their absolute bottoms in the 2000-2002 period, the bull market is, if not over, at least long in the tooth.
I don`t think so. And the reason goes back to an understanding of the way bull markets work - at least major, secular bull markets. They generally have three stages: 1) Stealth, 2) Wall of Worry, and 3) Mania.
The best time to buy in any market is when shares can be purchased on the basis of value alone. Of course that`s generally only possible when nobody wants to own them because they`ve been so beaten up in the previous bear market. It`s then, when people are most bearish, that new bull markets are born-quietly, unbeknownst to almost anyone. That`s why I term the first stage the Stealth phase: It`s there, but nobody can see it.
In the case of mining stocks, the bottom came between early 2000 and mid 2002, when few investors were even aware that a market in resource stocks existed any longer. It was so beat up that many companies were selling for less than their cash in the bank. Every week, several would change their names, roll back their stock, and make themselves over as dotcoms, or China telecom parts distributors, or some other then-fashionable fad business.
In March 2002, for instance, when the risk-averse investing masses wanted nothing to do with precious metals stocks, I wrote this in the International Speculator, (Vol. XXIII No. 3), complete with the uncharacteristically hyperbolic punctuation:
"Junior gold stocks are the most volatile securities on the planet, with the possible exception of lately minted Internet stocks, and the market is still off about 95% from its previous peak. THIS CONTINUES TO BE THE TIME TO BACK UP THE TRUCK. If I could call your broker for you, I would.
"What we`re looking at is a rare opportunity, perhaps twice a decade in the resource stocks, to make a real killing. The last time it was this good was Jan 1993. In fact, now is actually the best time to buy gold stocks (and they`re usually terrible things to hold) since 1971, when the dollar was devalued. Gold is now, in real terms, almost as cheap as it was at $35 back then; silver is considerably cheaper than it was at $1.29."
Attentive subscribers joined me in making a lot of money by buying solid resource stocks while they were almost being given away. Another term I use for the Stealth phase is the "Easy Money" phase, because almost anything you buy in this stage will make you a lot of money, and with little actual risk - although perceived risk is very high.
Then, as is the nature of things, word got around and investors began rediscovering the resource stocks. Two things happened, as they always do.
One, a new wave of investors started pouring into the sector, eager to join in the fun and willing to throw money at any good story (and most are good stories... whether those stories are fact or fiction, is another matter).
Two, a new wave of resource companies were launched to meet the demand. Conference halls previously suitable for yodel practice filled up with clamoring hordes of cash-waving investors, who were met in force by resource company executives happy to relieve them of that cash.
Predictably, the tsunami of money - much of which hit the market in the second half of 2003 - floated all boats, pretty much regardless of merit. The new money, however, put an end to the Stealth market. Early investors looked like financial geniuses and began to believe trees grow to the moon. Actually, they will - but not until the third stage of the bull market.
The flood of money also did one more thing: it provided the juice needed by the well-run companies to lock up new properties and fund the exploration required to come up with a find.
The approximate C$7 billion of IPO and Private Placement money that materialized over the last two years acted like a rainstorm in the desert, causing stock prices to blossom. There were quite a few that went up 1,000% and more. But stocks - especially mining exploration stocks - aren`t heirlooms, they`re highly volatile trading vehicles. Seeing momentum diminish, speculators with (sometimes) huge profits started selling to realize them. This led to the second stage of a bull market, commonly called the Wall of Worry stage. That`s where we`ve been for much of this year.
Periodically in 2004, and intensively so far in 2005, prices of most resource companies have been driven down, casting a dark cloud over the psychology of most investors and market observers.
People are worried for a number of reasons. Technicians fret about the huge run-up and subsequent loss of momentum; they wonder if the mining stocks aren`t about to go right back where they came from. Fundamentalists are concerned that (inevitably) higher interest rates will cause people to buy fewer new houses, cars, and other consumer goods; as demand falls, so would commodity prices. They worry that the boom in China will soon come off the rails. They worry that all the money that`s been raised will result in gigantic new supplies of metal, depressing prices. They worry that environmentalists will make it impossible to develop new properties at any price. They worry that feckless and bankrupt governments might nationalize good-looking discoveries, or tax them into unprofitability. They worry that new technologies will radically reduce the use of some metals, collapsing their prices. They worry that anything that can go wrong will go wrong. And they`re right - but their timing is wrong.
As a consequence, even good news out of a resource company is met with selling as investors decide to use any volume to liquidate positions in order to "watch from the sidelines."
But in this stage, despite all the fear and sharp sell-offs, the market slowly climbs the Wall of Worry. It eventually digests selling from the profit-takers and the timid, as new buyers overwhelm them.
As a speculator, this phase of the market is almost as good as the Stealth phase, because while the easy money has been made, the big money is still ahead. It will come once the market enters the next phase, the Mania stage. That`s when the broad base of individual and institutional investors become convinced the market is going to the moon, pile in, and drive it half way to that destination. By positioning yourself in the right companies before the mania phase begins - and then having the intestinal fortitude to stay invested, and even buy more, through any periods of weakness - your investments can make you rich.
But you may be asking: Casey, what makes you so sure that this actually is a major secular bull market for the resource stocks?
There are lots of reasons. Enough that even a cursory discussion of them will take another article. But in brief, to refute some of the current Worries: We`re coming off the longest and deepest secular commodity bear market since the depression of the `30s. Commodity prices are still far closer to historic lows than historic highs, at least in "constant" dollars, which is what counts. The world economy is evolving away from the debt-burdened U.S. and towards China, India, and numerous smaller countries; their growth will be volatile, but it`s for real, and they`ll consume unbelievable amounts of raw materials in the coming years. There`s been very little mineral exploration for a full generation, the industry has come nowhere near replacing reserves, and a historic supply crunch in many commodities is in the making. Governments will always act stupidly, but the long-term trend is inevitably towards freer markets, higher standards of living - and higher resource consumption.
If I`m right about these things, and I`m confident that I am, then the current Wall of Worry will be followed by a mania.
The fundamentals - although of a much different sort than we saw in the Stealth stage - will drive these stocks much, much higher when the third, the Mania stage hits. And thanks to the 1980-2000 bull market in the general stock market, everybody (probably even including most homeless people) now has a stock account. They know little about stocks except to get on board anything that seems to be headed up; they`re trend followers. The commodity story tells well, and a whole generation of investors are going to hear it for the first time. Remember, even during the secular resource bear market of 1980-2000, there were three spectacular cyclical bull markets in exploration stocks that took them up an average of 1,000% each time. The power behind the coming Mania phase will drive the resource stocks we are currently covering up like the contents of Hoover Dam trying to fit through a garden hose.
I expect the Mania stage to resemble what we saw with the Internet stocks in the late `90s.
If you are going to be successful as an investor in this phase of the market, you are going to have to suppress your fight-or-flight response and take the time to identify those companies with the goods: adequate financing, great management, realistic market capitalization, and solid properties in the right locations.
How long will you have to wait for your payoff? Not long. The typical exploration cycle lasts about two years, which means that 2005 and 2006 should see a stream of news as a result of all that money raised in 2003 and 2004. As far as the Mania stage, that will begin once people get over the Wall of Worry, likely triggered by a resumption of the downward trajectory of the U.S. dollar. I`d be surprised if it didn`t start materializing within the next year or so.
In the final analysis, it is the worrisome aspects of the current market - when you and everyone else are feeling on edge about the risk - that makes this such a good time to invest. People do dumb things when they are scared. Like sell great companies. Or sit on the sidelines, keeping their powder dry for a brighter day. And when the brighter day comes, they will do even dumber things, like spend twice, or ten times, the current ask for the same shares. They`ll be buying those shares from me. The key, if you agree with me that the long bear market of 1980-2000 is over and the new bull market has only gone through its first stage, is to buy when everyone is afraid (like now, while the market climbs the Wall of Worry), and sell when everyone is confident (in the coming Mania).
Finally, for the record, let me emphasize that if you don`t have a tolerance for risk, or a willingness to do enough homework to reduce the risk of falling for a good story without substance, you really shouldn`t be investing in this sector - any more than you should invest with money you can`t afford to lose. By definition, any investment that can turn dimes into dollars can also turn dollars into dimes if you aren`t attentive. This isn`t an arena for amateurs. Although I expect millions of complete amateurs will be in it over the next few years.
But if you can handle the risk, there is a very serious opportunity - and maybe the last in this cycle - for you to get well positioned in this "Wall of Worry" stage. Don`t miss it.
Doug Casey
The International Speculator
May 13, 2005
09.05.05 14:58:16
Beitrag Nr. 64 ()

Nur nicht verzweifeln! Die letzten Meldungen waren sehr gut, denn es sind deutlich hoehere Silberreserven in Sicht.

Das drueckt sich im Chart in relativer Staerke aus. Waehrend Endeavour zurueckfaellt, bleibt First Majestic einigermassen oben. Ganz ungeschoren kommt sie halt auch nicht davon.

Momentan hat die Boerse Angst vor einem Bruch beim Silberchart. Aber Angst war schon immer ein guter Treibsatz fur steigende Kurse...

MfG, Die Nachteule
05.05.05 12:26:28
Beitrag Nr. 63 ()
Die Aussichten sind toll, und die Planung, Umsetzung und PR sind auch vorbildlich! Schade nur, dass das Interesse an Explorern zur Zeit gering ist, und der Kurs nicht vom Fleck kommt.

04.05.05 20:54:37
Beitrag Nr. 62 ()
Goldseiten sei Dank, die neueste Mitteilung auch in deutsch. Hier der Originallink dazu:

First Majestic Resource Corp. : Update zum Chalchihuites ProjektDatum 03.05.2005 21:59

Vancouver, 03. Mai 2005: First Majestic Resource Corp. (das "Unternehmen") freut sich mitzuteilen, daß es, anschließend an die Meldung vom 4. Oktober 2004, die Arbeiten der zweiten Phase beendet hat und bohrfertige Ziele auf den Chalchihuites Lagerstätten in Zacatecas, Mexiko, abgegrenzt hat. Die Chalchihuites Lagerstätten umfassen 487 Hektar Minen Claims, auf denen sich vier alte Minen, die Perseverancia Silbermine, die San Juan Silbermine, die Magistral Mine und die La Esmeralda Mine, befinden. Diese Minen haben alle hochgradiges Silber und Basismetalle gefördert und die Mineralisierungen liegen in Adern und in manto- bzw. kaminartigen Erzkörpern. Wie schon bekanntgemacht wurde, bestand die erste Phase aus dem Sammeln unterschiedlicher unterirdischer Gesteinsproben von der Perseverancia Silbermine und von anderen Abbaustrecken innerhalb der Grenzen der Lagerstätte. Basierend auf den ermutigenden Ergebnissen hatte die zweite Phase weitere geologische Kartographierung sowie ein geochemisches und geophysisches Programm zum Ziel. Die geophysischen und geochemischen Untersuchungen verliefen über 13 km Länge in sieben Linien bei 150 m Zwischenraum und 50 m Abstand bei der Probenentnahme. Das geochemische Programm hat vier gut definierte Anomalien in der Perseverancia Silbermine (Cu-Pb-Zn-Anomalie), der San Juan Silbermine (Pb-Zn-Cu-Anomalie), der La Esmeralda Mine (Cu-Anomalie) und Las Cororras Mine (Zn-Anomalie) identifiziert und abgegrenzt. Karten finden sich auf unserer Webseite. Zusammenfallende audio-magnetische tellurische (NSAMT) geophysische Anomalien bestätigen die geochemischen Anomalien in Perseverancia, San Juan und Esmeralda. Im besonderen stellt der Ergebnisbericht heraus, daß die beiden bekannten Schlote der Perseverancia Mine über die aktuellen 200 m hinaus bis zu 500 m tief erweitert sein können. Zusätzlich stellten die geophysischen Untersuchungen einen Skarn/intrusiven Kontakt (Kontaktzone), in der die Perseverancia, Las Cotorras und Verdiosa Minen liegen, über eine Länge von über einem km fest. In der San Juan Mine impliziert die Geophysik Erweiterungen des Streichens und der Tiefe der schon kartographierten und untersuchten Ader-Struktruren. Das geophysische Programm wurde von Zonge Engineering aus Tucson, Arizona, zwischen November 2004 und März 2005 durchgeführt. Das Unternehmen ist erfreut über diese Resultate und beabsichtigt, ein Phase-Drei-Explorationsprogramm im Juni 2005 zu starten. Dieses Programm wird 5.000 m Diamantbohrungen umfassen, wobei die Tiefen-Erweiterungen der Schlote der Perseverancia Silber entlang der 1 km weiten Kontaktzone und die Ader-Strukturen der San Juan Mine entlang des Streichens und in die Tiefe getestet werden sollen. Für den Inhalt der Mitteilung ist allein der Gesellschaft verantwortlich. (Originalmeldung)Weitere Informationen erhalten Sie bei: Keith Neumeyer, Präsident
04.05.05 08:09:03
Beitrag Nr. 61 ()
Aus der beiliegenden Pressemitteilung der Fa. ist zu sehen, dass der Chef seine Ziele konsequent umsetzt.

Von gestern abend:
Re: News Releases - Tuesday, May 03, 2005
Exploration Update on the Chalchihuites Group of Properties

First Majestic Resource Corp. ("First Majestic" or the "Company") is
pleased to announce that further to its announcement dated October 4,
2004, it has completed the second phase of exploration and identified
drill ready targets, on the Chalchihuites Group of Properties, located
in Chalchihuites, Zacatecas, Mexico.

The Chalchihuites Group of Properties comprises 487 hectares of mining
claims covering four old mines, namely the Perseverancia Silver Mine,
San Juan Silver Mine, the Magistral Mine and La Esmeralda Mine, which
all have a history of high grade silver and base metal production.
Mineralization is present in veins, manto and chimney type ore bodies.

As previously announced, first phase exploration consisted of
systematic collection of several rock samples from underground at the
Perseverancia Silver Mine and from other drifts within the property
boundaries. Based on encouraging results the second phase program
consisted of additional geological mapping, geochemistry and a
geophysical program. The geochemistry and geophysical survey was
conducted over 13 line kilometres on 7 lines spaced 150 metres apart
with 50 metre sample intervals.

The geochemistry program identifies four very well defined anomalies
outlining and coinciding with the Perseverancia Silver Mine (Cu-Pb-Zn
anomaly), the San Juan Silver Mine (Pb-Zn-Cu anomaly), La Esmeralda
Mine (Cu anomaly) and Las Cotorras Mine (Zn anomaly) (see Company`s web
site for maps).

Coincident Natural Source Audio-Frequency Magneto-Telluric (NSAMT)
geophysical anomalies confirm the geochemical anomalies at the
Perseverancia, San Juan and Esmeralda. In particular, the survey traces
out the possible extension of two known chimneys at the Perseverancia
mine, beyond the current 200 metres to a depth of at least 500 meters,
which was the extent of this survey.

Additionally, the geophysics details a skarn/intrusive contact
("Contact Zone"), hosting the Perseverancia, Las Cotorras and Verdiosa
mines over a strike length in excess of 1 km. At the San Juan mine,
geophysics imply both strike and depth extensions of the mapped and
sampled vein structures. The geophysics program was conducted by Zonge
Engineering, Tucson, AR between November 2004 to March 2005.

The Company is very encouraged with these results and intends to
commence a third stage exploration program in June 2005. The program
will include 5,000 metres of diamond drilling which will initially
focus on testing the depth extensions of the Perseverancia Silver Mine
chimneys, targets along the 1 km Contact Zone and the San Juan vein
structures along strike and at depth.



Keith Neumeyer
01.05.05 18:26:15
Beitrag Nr. 60 ()

In our view, the most reasonable strategy for a precious metals company in the current environment is to secure a mineral resource in the ground as sizeable as possible in order to be able to extract the metals at higher prices in the years ahead. However, many large producing mining companies are running out of gold, which they are now producing and selling for relatively low profit margins.
In order to replace their reserves, the majors will need a pipeline of high-resource gold projects ready to be taken to mining stage. The only way we can see the majors achieving this is by acquiring junior and intermediate gold companies. The prospect of increasing M&A activity in the junior gold sector and the fact that present market values of some juniors reflect their mineral resources only at a fraction of what value is attributed to comparable metal inventories of larger companies support our view that shares of gold and silver juniors/intermediates clearly represent a more promising investment than those of the majors.
30.04.05 21:36:51
Beitrag Nr. 59 ()

Ein Chartupdate mit Besprechung. Damit niemand sagt, das gab es ja schon...

First Majestic behaelt einen starken Moneyflow. Der MACD steht weiter kurz vor einem Kaufsignal, braucht aber einen kleinen Impuls. Bestechend ist die relative Staerke. Waehrend Goldwerte teilweise einbrechen und Silberwerte vor sich hinbroeseln, bleibt First Majestic oben.

Die 2.50 bleiben vorerst ein Widerstand. Allerdings, je laenger die Aktie knapp darunter ausruht, umso besser die Chancen auf einen Break. Momentan fehlen nur 5 Cent.

Fundamental hat sich die Aktie auch weiter verbessert, siehe den Beitrag von Petrus LB.

MfG, Die Nachteule
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First Majestic, ein Silberjunior auf dem Weg in die Mittelklasse?