Follow along with the video below to see how to install our site as a web app on your home screen.
Anmerkung: This feature may not be available in some browsers.
so Fischländer ich hab für deine Explorer mal ein extra Thread geschaffen wo du uns auf den laufen halten kannst
Viel Erfolg
so Fischländer ich hab für deine Explorer mal ein extra Thread geschaffen wo du uns auf den laufen halten kannst
Viel Erfolg
Fischländer's Junior-Explorer Basket 8)
Anlagesumme ca. € 5.000
Anlagehorizont 24 Monate
hochspekulativ!
Die Idee, K von 10 Werten, die alle imho Vervielfachungspotential haben, Anlagebetrag pro Wert 400-600 Euro ex Spesen, Risiko ist somit gestreut, wenn einer der Werte ein Verzehnfacher wird (auf 24 Monate denke ich kein Hexenwerk), dann sind alle anderen Werte quasi umsonst im Basket!
Der Basket ist skalierbar, d.h. will einer nur 3.000 oder einer sogar 8.000 Anlegen einfach Dreisatz nutzen.
Die Stückmengen sind abgestimmt auf Market Orders in Deutschland, da wahrscheinlich die wenigsten Online Broker Handel an der TSX ermöglichen.
Teils kauft man auf FSE mit erheblichem Spread, aber wenn sich ein Wert in 2 Jahren verdreifacht sind mir 5% Aufschlag am Anfang egal!
Die Werte halte ich alle selbst, teils in erheblichen Mengen.
Name Stück
Southern Arc Minerals 500
Vangold Resources 1000
Mexivada Mining 1000
Alexandria Minerals 2000
Bluerock Resources 1000
Cornerstone Capital 1000
Int. PBX 1000
Sparton Resources 2500
Largo Minerals 1000
Purepoint Uranium 1000
ganz kurze Sortierung der 10 Werte:
Gold
Southern Arc Minerals http://www.southernarcminerals.com/s/Home.asp
nächste Bre-Ex oder nächste Lihir (tippe auf Lihir ), multi-mio Oz Potential in Indonesien, Partner von Newmont
Alexandria Minerals http://www.azx.ca/
Top aufgestellter Junior in Kanada, so viel Gelände, dass da mind. eine 1 mio Oz Mine bei rumkommt!
Gold/Moly/Diamanten
Mexivada Mining http://www.mexivada.com/s/Home.asp
halten ev. den weltweit letzten unerforschten Greenstone Belt, Potential 15-20mio Oz Au in der Rep. Kongo (nicht Zaire!!!), zudem etliche potentielle multi-mio Oz Gelände in Nevada neben den Majors
Moly/Cu/Rhenium
Int. PBX http://www.internationalpbx.com/
haben in Chile das wahrscheinlich das größte Moly Vorkommen der Welt, zudem ausgezeichnete Rhenium Werte, das fast so teuer ist wie Gold
Moly/Vanadium/Tungsten
Largo Minerals http://www.largoresources.com/
haben in Canada das größte unerschlossene Moly-Tungsten Depot der Welt, allle drei seltenen Metalle sind in der Stahlindustrie von strategischem Interesse als Härter/Veredeler, Zusatzpotential durch Platin und Palladium in Brasilien
Öl&Gas/Gold/Nickel
Vangold Resources http://vangold.ca/
halten über 40.000 km2 Öl-Explorations/Produktionsanteils-Lizenzen in Burundi, Kenya, Armenien, ev. Nickel Player in Uganda, multi mio Oz Au Potential in PNG, zwei Spin-offs in Arbeit
Uran
Bluerock Resources http://www.bluerockresources.com/s/Home.asp
Uran Micro-Cap, haben etliche ex-Minen in den USA mit bestehenden Produktionslizenzen(!!!) aufgesammelt
Purepoint Uranium http://www.purepoint.ca/
bevorzugter Explorer für Cameco, die alle verfügbaren Resourcen auf die Wiederherstellung der Cigar Lake Mine verwenden müssen, Purepoint wird imho in 2-3 Jahren von Cameco übernommen
Uranextrahierung/Gold
Sparton Resources www.spartonres.ca
Gold in China mit Regierungsbeteiligung, Gold in Nevada, Urangebiete, die eigentliche Phantasie steckt in dem Uranextrahierungsverfahren aus Kohleasche
Gold/Uran/Nickel
Cornerstone Capital http://www.cornerstoneresources.com/s/Home.asp
Beteiligung und JVs an an die 50 Geländen und Projekten in Canada und Ecuador mit Top-Partnern
ein interessanter Langfristwert mit ver-x-fachungs-Potenzial genauso wie der Chance auf Totalverlust, Chance:Risiko imho 80:20
hatte ich auch bereits vorgestellt, hier aber mal für die Langfrister auch zum Nachlesen in Ruhe
Corriente Resources
HP: http://www.corriente.com/
letzte Unternehmenspräsentation: http://www.corriente.com/media/PDFs/November_06PPT.ppt
Stammdaten:
Shares Outstanding: (As of April 30, 2007)
Shares Authorized: 100,000,000
Issued: 74,752,393
Fully Diluted: 77,237,393
MK FD momentan ca. 280mio CAD
Cash ca. 120mio CAD
Geschichte:
Corriente hat eine der größten near-term Cu-Au Lagerstätten bis zur Feasibility gebracht und auch schon einen starter-pit definiert, dann gab es Probleme mit den Einwohnern der Gegend und die Regierung in Ecuador hat einen Stopp der Aktivitäten verhängt
Corriente ist da schon länger dran, dass es weitergeht, wenn dann wird es sehr schnell gehen, so schnell, dass man nicht mehr reagieren kann, denn das sind die in-situ Werte:
PROJECTS ADVANCING TO PRODUCTION
Mirador and Mirador Norte
Total metal contained - 11 billion lbs/copper, 4.5 million oz/gold, 30 million oz/silver
PROJECTS ADVANCING TO DEVELOPMENT
Panantza
Total metal contained - 5.8 billion lbs/copper within an inferred resource of 395mt @ 0.67% copper
San Carlos
Total metal contained - 8.8 billion lbs/copper within an inferred resource of 657mt @ 0.61% copper
alleine >75 Mrd(!!!!!!) USD an inferred Cu!!!
Posi longen hinlegen und abwarten!
Long Aurelian
1k Schnitt 30,34 CAD
Aurelian Resources: A Gift to Value Hunters
Posted on May 28th, 2007
Mark Turner submits: Another day, another country, another story, another buying opportunity. So far this year we have taken advantage of shock and horror press coverage of Venezuela and have made good gains from reactions to over-imagined risk. Thus we are pleased (though only from the investor’s point of view) to see Ecuador as the new media target of “infierno del dia”. As a result, the canny player has the chance to pick up a top class gold stock at a bargain price.
Non-Existent Risk
Gustavo Larrea, the Ecuadorian government minister and confidante of President Rafael Correa, was reported as saying on Thursday evening that miners would be hit with a tax regime so strict that it would take away 70% to 80% of revenues. Or did he?
Larrea in fact told news agency Agence France Press that (translated) “in the new contracts with petroleum companies, the percentage (of revenues) left for the private company will vary between 20% and 30%, and 70% or 80% for the state”. He then went on to say that “these are the rules in Brazil, Colombia, Mexico and in Venezuela…and they will also be in Ecuador, same as for the mines issue.”
Textually correct, as one would expect from a quality newswire service such as AFP. Larrea was clearly talking about raising taxes on the petroleum industry and clearly not talking about slapping 80% burdens on miners operating in Ecuador. The reference to miners was fair comment about having the same playing field for resource extraction businesses in Ecuador as already exists in the other countries mentioned. Does anybody seriously believe that an 80% mining tax burden is the same situation as in Brazil? Or in Mexico? If so, they have bad news for Newmont, (NEM), Barrick (ABX), Freeport (FCX), Goldcorp (GG), Penoles (IPOAF.PK), Southern Copper (PCU), CVRD (RIO) and hundreds of other large and small mining companies operating in LatAm.
Lost in Translation Again?
However, business media service Stratfor decided to report the story in the following way:
“May 24, 2007 21:31 GMT. Ecuador's upcoming Constitutional Assembly will be presented with proposed reforms to laws regarding foreign investment in the country so the state will be able to assume 70 percent to 80 percent of the earnings from the oil and mining sectors, Agence France-Presse reported May 24, citing Government Minister Gustavo Larrea.”
For those who are unaware, Stratfor likes being known as “the shadow CIA” of news intelligence services. We also note in passing that Stratfor, operating since 1996, is a mere puppy when compared to AFP founded in 1865.
“It’s socialism, Jim, but not as we know it”
The Ecuador government led by President Correa is undoubtedly left-leaning, but on the issue of mining it is clearly trying to foster a good working relationship with local companies. Only last month, Dynasty Metals (DMM.v) were awarded the last of the permits they needed to ramp their Zaruma project in southern Ecuador. At that time Dynasty CEO Robert Washer said that “… it clearly demonstrates the intention of the new government to support the development of the Ecuadorian mining industry”. He has also said that “it’s no more difficult for me to work in Ecuador than it was to work in Australia”. This from a man who has lived and worked for 14 years in Ecuador, which is longer than Stratfor has been in business.
Also LatAm expert Stephen Bailey of Frontier Strategy Group, leaders in emerging market risk analysis, recently said, “Certainly Correa is not an ideal pick for foreign investors, but I think that he’s taking more of a measured approached (than Venezuelan President Chávez).”
The Usual Suspects, The Usual Result
So opinion from those on the ground and looking closely at Ecuador clearly points to it being a mining-friendly environment. However, when it comes to today’s South America the world prefers a good shock story than measured analysis, case histories or even listening to what ministers actually say. The result of the Stratfor newswire was unfortunately predictable; stocks of miners with Ecuador exposure fell sharply in Friday’s trade, with IAMGOLD Corp (IAG), Corriente Resources Inc (ETQ), Dynasty Metals and Mining Inc (DMMIF.PK) Lateegra Gold Corp [LRG.V] as a few examples of large and small miners hit hard in intraday trading. ETQ, DMM.v and IAG managed to claw back most of the lost ground once word began to get round that the story was not all it was cracked up to be, but LRG.v lost 8% on 4X normal volumes traded and couldn’t recover.
However the eye of the storm was Aurelian Resources Inc. (AUREF.PK) [ARU.to]. Aurelian began the day at CAD$33.10 and dropped a full 20% to trade intraday at CAD$26.40. The company wisely released a PR casting doubt on the newswire story and it recovered somewhat to finish 5% down at CAD$31.40 on volume of 5.7m shares traded, a whopping 14X average daily volumes.
The Blessing In Disguise
By way of a little background on the company for those not familiar with the story, Aurelian Resources Inc. is a Canadian gold, silver, and base metals exploration company that controls over 234,000 acres of concessions at their ‘Condor’ property in southeastern Ecuador. The property has 38 concessions and has already identified dozens of gold and copper targets on site. ARU.to has very solid looking financials with around U$79m cash at bank, no debt and 35.5m shares fully diluted, giving a total market cap of just over U$1Bn. Insiders and institutions together hold 55% of stock.
ARU.to has so far concentrated its efforts on one site, the Fruta del Norte [FDN] gold discovery. Without the slightest exaggeration, the results so far from the FDN drilling program have been spectacular. One particular hole reported March 27th 2007 graded an incredible 35g/t gold over 820 feet, later described by a leading analyst as “the best drill hole that has ever been drilled in a gold project”. One 10ft long part of that drill core showed over 1kg of gold contained per tonne of rock. With a kilo of gold selling at around U$21,000 today, if ARU.to doesn’t impress you we suggest you find another sector in which to invest your money. The photo below shows a close-up photo of the FDN drill core with clearly visible gold.
The company is due to publish a resource estimate for the FDN central core in mid 2007, and there has been a lot of speculation as to the size of the resource estimate that will be announced. Guesses range between 6 million and 14 million ounces of gold at FDN without taking into account the silver credits. If at the higher end of the resource guesstimate scale as we ourselves suspect, the underground gold would be priced at U$73 per ounce as a ratio to Aurelian’s market cap and therefore on FDN alone ARU.to is extremely good value at its present stock price. On top of this, only 1.2km of the FDN strike has been examined so far, and there is every reason to believe the same strike continues for a full 3km. And heaped on top of this, FDN is only the first of 31 targeted sites contained inside “El Condor” that has been drilled. The company is currently drilling at their “El Tigre” target, with results expect in a few weeks’ time.
Whatever the new drilling results bring, the future certainly looks bright for ARU.to and we consider it a real bargain. Upside is difficult to accurately predict as the company is still in early stage explorations, but our modeling suggests a CAD$48 price tag would be very reachable in 2007, representing a targeted upside of 53% to Friday’s close.
Separately, we have also heard some background talk of ARU.to as a buyout target. If so we would expect the stock to at least double before the company goes to the highest bidder, but we stress that buyout scenarios are more likely once Aurelian has solid measured and indicated resource figures to show the world, something that would probably come no earlier than FY08.
Conclusion
When it comes to LatAm, don’t believe everything you read, especially when reading in English. We have witnessed a growing tendency towards sensationalism in regional reporting recently, and as such advise any investor with LatAm exposure to check and re-check stories before rushing to trade and having to repent at thy leisure. On the other hand, we reiterate that the smart and nimble investor can take advantage of a situation with suitable background knowledge at hand.
Friday’s trading on “news” has given investors a golden opportunity to buy Aurelian on the cheap. We are applying the same proven formula to Ecuador as we have done with Venezuela this year. The knee-jerk reaction of investors once again allows us to take a position in a financially excellent company trading at a short-term discount. We recommend a long position in ARU.to at CAD$31.40 with a target of CAD$48 for end 2007.
http://gold.seekingalpha.com/article/36625
Hallo Fischländer,
was hällst du von niogold?
Danke!
Hallo Fischländer,
was hällst du von niogold?
Danke!
bin ich nicht up to date, hab keine
Die hättest du nicht bei WO kopieren müssen
Standen bei uns schon drinne
Bei Sparton habe ich mal zugegriffen,- speziell die Uranektrahierung scheint mir hoch interessant!
Wir verwenden Cookies, die für das Funktionieren dieser Website unerlässlich sind, und optionale Cookies, um Ihr Erlebnis zu verbessern.
Lese weitere Informationen und konfiguriere deine Einstellungen