Unterbewertete Gold-Minen-Aktien?
ultra unterbewertet - 2010 Jahresziel 28500 Unzen Gold in 2 - 3 Jahren 100.000 Unzen pro Jahr
MKAP : ca 14 Mio und das als Goldproduzent !!!
Phy
http://www.ascotmining.com/sharecapital.html
Shares Authorized: 195,000,000
Shares in issue as of 6 November 2009: 35,645,340
Options in Issue as of 6 July, 2009: 1,800,000
siehe www.minenportal.de
Schaut euch mal in der Präsentation von Bear Creek Mining auf Seite 19 die Ressourcen an:
http://www.bearcreekmining.com/i/pdf/2010-09_BearCreekPresentation.pdf
Und dann vergleicht mal die Marktkapitalisierung ...
Posted on: Tue, 07 Sep 2010 11:12:08 EDT
http://www.tradingmarkets.com/news/stock-alert/...rowth-gold-companie
http://messages.finance.yahoo.com/...p;mid=283365&tof=8&frt=2
The Gold Report Interview with Gissen & Berol (09/24/10)
Marshall Berol: Another one in our portfolio that we like is Avion Gold, a Canadian-based gold mining company focused on production and exploration in West Africa. It is currently producing gold from two mines in Mali, and in 2010 has made several acquisitions of nearby exploration properties, and properties in Burkina Faso (also West Africa). It acquired its Mali projects in 2008 (at about $0.20 on the dollar invested by the seller, as the seller needed cash), and proceeded to get the mines into production. It had gold production of 51,000 ozs. in 2009, estimated production of 75,000–85,000 ozs. in 2010 and plans to ramp up to a 200,000 oz.-run rate in 2012.
We like that the company has a proven management team, sufficient capital, and a present and future growth profile. It's a very attractive, and undervalued, company. We believe that West Africa is a growing gold production area that is not well understood by many investors and offers attractive opportunities, of which Avion is one of the best.
"Avion Gold released production numbers on the right commodity Tuesday, climbing on news that it produced 23,609 oz. gold in Q310 from its Segala and Tabakoto operations in Mali.
In the quarter, Avion processed 178,800 t. with an average head grade of 4.28 g/t Au and mill recovery rate of 96.2%. For the first nine months, Avion processed 518,055 t. with an average head grade of 3.85 g/t Au and mill recovery rate of 96.1% to produce 61,676 oz. September and Q310 production are suggesting that Avion has achieved steady state, has successfully gone through the rainy season and should deliver a comparable quarter in Q410. . .full-year production should fall in the upper end of the management guidance of 75–85 Koz. and exceed Canaccord Genuity Senior Mining Analyst Eric Zaunscherb's current modeled production of 78 Koz.
Beyond 2010, Zaunscherb expects production to ramp up to +100 Koz. in 2011 reflecting the impact of a higher head grade as underground operations are tapped.
Further, gold production is expected to reach toward 200 Koz./year in 2012 as the mill is expanded to 4,000 t/d from 2,000 t/d through late 2011.
Despite the significant share price lift, Avion has experienced over the last year (up 145%), Zaunscherb believes Avion remains one of the least expensive stock in his coverage universe."
http://www.theaureport.com/pub/co/605
Ich hab mir die im November nach eine Empfehlung von FutureTrade24 gekauft. Ich denke mal, jetzt wo der Silberpreis etwas korriegert könnte Sie wieder etwas zurückkommen und dann eine Nachkaufgelegenheit bieten.
Free Report: November
Hecla Minig Company, die beste Chance vom steigenden
Silberpreis zu profitieren!
Sehr geehrte Damen und Herren,
Der Silberpreis schoss in den letzten Tagen förmlich durch die Decke,
und es besteht kein Zweifel dass es im Silber zu Korrekturen
kommen wird, auf mittel- bis langfristige Sicht werden wir aber noch
viel höhere Preise sehen.
Daher legen wir Ihnen heute eine Aktie nahe, mit der Sie überproportional
am Silberpreis verdienen können. Hecla Mining ist der
größte Silberproduzent der USA und weist sensationell niedrige
Förderkosten von 1,91 $ je Unze auf. Im Vergangenen Jahr wurden
11 Millionen Unzen Silber gefördert und für dieses Jahr wird die selbe
Fördermenge in Aussicht gestellt. Gegenwärtig verfügt das Unternehmen
über 4 Minen und eine Reserve von 346 Millionen Unzen
Silber.
Mit dem Sprung über die 6 $ Marke zog der Aktienkurs sehr rasch
auf 9,6 $ an. Danach kam es gleichzeitig mit dem Abverkauf im Silber
auch bei der Aktie zu einer Korrektur.
Nach dem steilen Anstieg im Silber, wie auch bei der Hecla Aktie
gehen wir davon aus dass der Preis der Aktie noch etwas nach unter
korrigiert, um dann einen neuen Anlauf auf das Allzeithoch bei
13,14 $ zu nehmen. Die Aktie sollte den 200 Tage Durchschnitt bei
5,65 $ nicht durchbrechen, sonst drohen weit tiefere Kurse.
Empfehlung: Kaufen Sie eine erste Tranche zu aktuellem Kurs 8,27$ in
New York, Kürzel: HL. Weitere Tranchen kaufen Sie bei 7,25 $
und 6,8 $. Den Stopp setzten Sie bei 5,45 $.
The Wall Street Journal
Wednesday, December 22, 2010
As commodity prices soar to new records, the ability of a few traders to hold huge swaths of the world's stockpiles is coming under scrutiny.
The latest example is in the copper market, where a single trader has reported it owns 80% to 90% of the copper sitting in London Metal Exchange warehouses, equal to about half of the world's exchange-registered copper stockpile and worth about $3 billion.
The report coincided with copper prices soaring to new records on Tuesday. Commodities prices rallied along with stocks. The Dow Jones Industrial Average gained 55.03 points, or 0.48%, to 11533.16, its highest level since August 2008. Crude oil jumped to its highest level in more than two years and topped $90 a barrel in late electronic trading in New York. Corn and soybeans rose amid worries about hot weather in Argentina.
Copper soared to a new record of $4.2705 per pound on Tuesday in New York, and is up 28.3% this year. The LME's three-month copper contract closed at $9,353.50 a metric ton, up 1.6% on the day, a new record.
JP. Morgan Chase & Co. recently had a large position in copper, though it is unclear whether the U.S. bank increased its holdings, or whether a new player has taken dominant position.
"Regardless of who owns it, the only thing of note here is that we are being told that one person has a substantial position," said David Threlkeld, president of Resolved Inc., a metals consultancy.
Single traders also own large holdings of other metals. One trader holds as much as 90% of the exchange's aluminum stocks. In the nickel, zinc and aluminum alloy markets, single traders own between 50% to 80% of those metals and one firm has 40% to 50% of the LME's tin stockpiles.
While commodities exchanges scrutinize all holdings to ensure a single player isn't trying to corner the market, and many of the positions are owned by big firms on behalf of clients, the large holdings do result in a concentration of ownership that could skew prices.
At the same time, thousands of new investors are flooding into the commodities markets, either directly or through exchange-traded funds, seeking to take advantage of an expected rise in prices of raw materials as the global economy continues to recover.
While commodities regulators in the U.S. are considering restricting the amount of futures contracts any one trader can hold, they have no jurisdiction over physical holdings.
The LME has strict rules to prevent market squeezes but does not limit how much metal a single trader may hold. Instead, the exchange demands the dominant holder make metal available for short-term periods at very limited profit margins. The LME says it closely watches individual holdings.
Copper demand is likely to outstrip supply this year by an estimated 455,000 metric tons, says Barclays Capital. Copper inventories at the LME have been declining since February.
Consumption is growing rapidly in China, Brazil, and the U.S. And the creation of ETFs to hold physical metal is helping drive demand. On Tuesday, ETF Securities, a London-based provider, said that its newly-announced copper-backed ETF has added about 850.5 tons of copper, up 43%, to reach 1,445.5 tons.
Last month, the LME reported that a single holder owned more than 50% of the exchange's copper. People familiar with the matter at the time said J.P. Morgan was the holder. On Tuesday, the LME reported that a single holder now has as much as 90% of the stockpiles, without naming the firm. The LME reports data two days in arrears, so the position increased on Friday.
In the aluminum market, about 70% of the LME metal is locked up, MF Global base metals analyst Edward Meir said during LME Week in London in October.
LME aluminum stocks currently total around 4.3 million metric tons.
As one example, Swiss commodity trading firm Glencore International AG bought about 1.6 million tons of the metal from United Co. Rusal Ltd. earlier this year, market participants said at the time. Glencore then turned around and presold the metal. So even though the aluminum is sitting in LME warehouses, visible to all traders, it is effectively locked up.
These sorts of deals have skewed physical trading in these metals, as other consumers have paid increasing premiums to get hold of stocks, even though the metal looked like it was available in warehouses.
Holding ready-for-delivery metals on an exchange isn't a cheap undertaking for traders, who are responsible for paying insurance, storage and financing costs. And "the end game is to find somebody to buy something you have already bought for a higher price," Mr. Threkeld said.
The recent boom in metal prices has enabled traders to purchase the physical metal, sell a futures contract at a much higher price and still make a profit after paying for storage and insurance.
http://online.wsj.com/article/...2748704118504576034083436931412.html
By Steve James, NEW YORK (Reuters)
http://www.reuters.com/assets/print?aid=USTRE72M6F820110323
die Korrektur könnte bei Hecla Mining bald abgeschlossen sein. Sobald der Silberpreis wieder anzieht werden wir einen starken Kursanstieg sehen. Das Sentiment sieht zudem sehr gut aus: http://bit.ly/mcwWlU
Source: Zig Lambo of The Gold Report (24 August 2011)
Related Companies
•Crocodile Gold Corp.
•Forbes & Manhattan
•Gold Fields Ltd.
•Gran Colombia Gold Corp.
•Pacific Rubiales Energy Corp.
•Rusoro Mining Ltd.
•Sulliden Gold Corp.
http://www.theaureport.com/pub/na/10675
http://www.finanzen.net/aktien/Focus_Minerals-Aktie ....gehört bald zu den "Big 5" der australischen Goldproduzenten!
Source: Brian Sylvester of The Gold Report (22 August, 2011)
http://www.theaureport.com/pub/na/10645
Mining hat gerade das Alltime-High erreicht. +20% vom Jahrestief
Focus Minerals, ein schöner Zockerwert a la "Aktionär"...
"gehört bald zu den "Big 5" der australischen Goldproduzenten!"
Quelle??
Focus Minerals
Nummer 4 in Australien
Nach der derzeit laufenden Übernahme des Wettbewerbers Crescent Gold und einer Jahresproduktion von zusammen 200.000 Unzen ist Focus Minerals zum viertgrößten Goldförderer Australiens aufgestiegen, arbeitet seit 2009 mit Gewinn und ist schuldenfrei. Die Aktie erscheint bei geringem Risiko aussichtsreich.
http://www.finanzen.net/nachricht/aktien/...elzpunkt-erreicht-1347260
Standpoint Research
Rating-Update:
Forest Hills (aktiencheck.de AG) - Die Analysten von Standpoint Research stufen die Aktie von Freeport McMoRan (ISIN US35671D8570 / WKN 896476) von "hold" auf "buy" hoch. Das Kursziel sehe man bei 47 USD. (Analyse vom 28.09.2011) (29.09.2011/ac/a/u)
http://www.aktiencheck.de/news/Artikel-Freeport_McMoRan_buy-3919737
KGV 2011: 5,91
KGV 2012: 5,71