COMMERCE RESOURCES (€ 0,208)

http://www.wallstreet-online.de/diskussion/...technik#neuster_beitrag

Posting 1357 lesen  

kann man CCE nicht ohne den Gesamtmarkt analysieren. Und da das Management nur einen Teil des Kapitals verzockt hat, kann man noch eine Zeitlang weiter existieren. Daher wird CCE sicher etwas länger überleben als manch anderer Explorer, der auch auf guten Reserven sitzt und dem die Burnrate nur noch wenige Monate Überleben garantieren. Wenn sich der Markt für Explorer (=Risikoanlagen) dann dreht, wird auch Commerce davon profitieren. Soweit die guten Nachrichten!

Die schlechten: Der amateurhafte Umgang mit den metallurgischen Proben (zuerst fehlgeleitet und dann zu wenig - Quelle Stockhouse Board) schürt die Zweifel am Management. Wenn man bis zum Drehen des Marktes für Explorer überleben will, dann heißt das, dass man auch keine großen Ausgaben tätigen kann. Die Folge: keine signifikanten News und weitere Kurseinbußen.

Ich weiss, dass einige Unbelehrbare die Augen davor verschließen und lieber auf steigende Tantal und Niob Preise schielen. Die nützen aber nichts so lange eine Produktion nicht absehbar ist. Einzige Chance wäre eine Übenahme. Aber auch da habe ich meine Zweifel. Das Management weiss sehr wohl, dass ein potenzieller Übernehmer als erstes die Commerce Amateure nach Hause schicken werden. Warum also sollten Sie auf entsprechende Angebote eingehen? Feindliche Übernahme? Nein. Es gibt im Moment so viele günstige Kaufgelegenheiten. Warum soll man sich da mit CCE beschäftigen.    
 

Der User Martinishaker hat Stellungnahmen von User Bluesteel telefonisch mit Chris Grove besprochen und gibt nachfolgend den Inhalt des Gesprächs wieder.

spoke to Chris Grove over the weekend, and he adressed the concerns some posters had here.
This is what he had to say on the matter of what Bluesteel wrote.

First of all, what is this author suggesting has changed with the fundamentals of the project so that the shareholders should be slandered as he has done here? Everything that has transpired in the last year is work that is building upon the very significant fundamentals of the Blue River project centered on the open pit mining of the Upper Fir deposit. That this work has either taken longer than this author thinks it should have simply shows that he does not really understand development or the industry at this time.


I would say to everyone that all of the fundamentals of Commerce Resources are even better than they were a year ago when the company raised $32.7 million from people who did do their due diligence and that since that time the management have consistently advanced the project in as timely manner as is possible. Add to this the appointment of the world’s potentially most knowledgeable man in refractory metals processing, with his Ph.D. in chemical engineering, who everyone should understand knows a) everything about the fundamentals of Commerce Resources and then b) the fundamentals of all of the other tantalum projects on the planet.



I think Commerce Resources is at this time in the catbird seat and that all developments are progressing as fast as is possible – witness the fact that just on the Upper Fir we have completed (you do have to read the NR’s though) +36 holes which in two months is twice what we did in all of last year.

......... lost mini bulk sample and is now a year over deadline  What does this person think they know? Part of this sample was mislabeled at Acme Labs but all of it was found and all of it was received at SGS Lakefield. “Year over deadline” is only a comment about what may have been expressed by myself as being the potential timing for the receipt of information from SGS, which in itself was just overly optimistic. This work has taken longer than we expected-that is it, and is now going to be followed up with the work announced on Aug.11 at PRA Labs. There is no real point here except to say that a) the industry is busier than anyone expected and that b) the work took longer at SGS, and finally c) this is an ongoing process and anyone should read into the fact that work is going to be done at PRA – which is going to be a much larger sample- is just a continuation of this work and is on a larger sample size which is exactly what is normally done. A company does first laboratory sized samples followed by bench sized samples (SGS over the last year) and finally moves on to commercial sized samples (the work to be done at PRA) AND of course this is done if everything is successful in the lower volume samples.

.........lost $8 million of companies treasury to ABCP toilet paper from CC What else can I say but that this is before the courts? And that blaming management for this is just very naieve.

......  company will no longer have the capital to goto production as claimed in 2007 The company still has at a minimum $27 million CAD, which is enough to do anything it wants for many years. The cap ex may grow and the company may be able to bring in $45 million in warrants.  

......    Environmental Impact Study still not complete........ This is simply a comment that does not understand the nature of this work – it is ongoing and will continue even once construction starts – at that time specifically to monitor air and water quality levels. To suggest that this work which has been going on for 24 months should be completed by now is simply very ignorant of the entire process.

.......   company has not adressed off site hydromet processing site or agreements, They have nothing  
         in place on this This is an issue that is better addressed once all of the work at SGS AND PRA Labs is complete. What is odd about that? Besides that fact, what does this writer think that Dr. Axel Hoppe is focusing on now, if they know so much?

 

Brief von Chris

aus dem Stockhouse-Forum


+++


Things to come for CCE
martinishaker2
8/21/2008 4:35:13 PM |  | 29 reads  | Post #23673209
Rate this
clarity
0  clarity : 0
Rate this:
                                                  §
overall quality
0 overall quality : 0
Average quality rating by the Stockhouse community.
credibility
0  credibility : 0
Rate this:
                                        
usefulness§
0  usefulness : 0
Rate this:
                                              
§

I spoke with the IR guys about what we can look forward to. I was sent an email from CG...........




There are many news items that are expected although I cannot say exactly when the next one will come out.



Ideally we should have an update on the program – which is going extremely well – on the Eldor, similar to the update on Blue River we had out last week. This may be the closest to completion.



Following this we should then have assays back from the drilling program at the Eldor – and we are very excited by what these might be. Certainly even just a drill average of the average of the rock samples we reported from last year’s program would put the Eldor as having the potential of being one of the largest and richest deposits of any kind of mineralization on the planet.



Following these drill assays we should have assays back from the Upper Fir, and in terms of what the intention of the current drilling program has been, these assays may ultimately move the huge inferred part of the resource up to the indicated category. This would also be very significant.



Following all of this we should be in a position to begin extracting the 10,000 tonne bulk sample by mid September (the sample that ‘bluesteele’ did not realize was fully permitted).



Somewhere in the midst of all of this of course we have our annual site visit, which is just following a trip to the Eldor by the CCE management including our Chairman, Dr. Axel Hoppe.



So I think you can see that there is actually a huge amount going on and that what is happening on the market has much more to do with the needs of people who need to cover debits in other areas and then on the buying side the few number of people who actually have capital to be buying.



Commerce is extremely strong right now and we are very fortunate in that we are so well financed. We will continue to advance both projects in the fastest manner we have ever done and at some point I think the market will understand this.



Best regards,

Chris Grove  

http://www.wallstreet-online.de/diskussion/...es-corp#neuster_beitrag

36486 lesen  

http://www.canadianinsider.com/coReport/allTransactions.php?ticker=CCE

 

http://www.wallstreet-online.de/diskussion/...technik#neuster_beitrag

1362 und 1363 lesen  

http://www.americanbulls.com/weekly/...ker=CCE&MarketTicker=VSE&Typ=S  

The SmallCap Catalyst Newsletter - Volume 6 #15, August 25, 2008
The Next Stage of the Commodity Boom

Yesterday we were talking to the guy who brings our firewood each year. He was very aware of the credit crisis, the malfeasance of multiple financial institutions, the overextension into debt of the government and citizens of the USA and the threat of ongoing recession or worse. A cheerful guy who is very willing to work, he has a practical plan if the world drops into a depression. Our point: knowledge of these major financial problems has trickled into every corner of our society; everybody knows about them. Our questions: is this the reverse situation of when Joseph Kennedy sold all his stock just before the 1929 crash because his shoeshine boy was giving him stock tips? In other words, is it time to buy? Or has our firewood guy made a realistic appraisal of the current situation and is it time to hunker down and protect oneself?

Meanwhile, as the investing community rightly ponders this most important of questions, a revolutionary shift is taking place in the emerging presence of governments in the commodities markets. Countries are showing increasing awareness of shortages and depletion of reserves in key commodities and elements. They are concerned with security of supply, maintenance of national independence and, ultimately, brandishing of power. This may, in the long run, substantially affect the price of commodities. That’s because governments are effectively positioning themselves to withhold commodities from sale in order to supply their own country with that commodity, curry favor with another country that they are selling to, or gain power in an increasingly tense world.

A striking example of this trend is the recent change of the USA from a seller to a buyer of certain key commodities. The US Defense National Stockpile Center (DNSC) has stated they will suspend sales of the following metals: Platinum, Iridium, Tantalum carbide powder, Niobium, Tin and Zinc. They will reduce quantities for sale of Chromium, Ferrochrome, Ferromanganese, Germanium, Tungsten, Beryllium and Cobalt. Further, the US military is lobbying for adding large volumes of titanium to the stockpile for new military aircraft programs. This could double the US military’s use of titanium over the next decade, increasing its share of global titanium demand to 16%! The DNSC is the grandfather of all such strategic stockpile programs and was the inspiration for the US Strategic Petroleum Reserve.

Of course, in other parts of the world strategic materials have long been stockpiled to protect local industry from price volatility and supply interruptions, unlike in the US where stockpiles have been a source of revenue for the government. We think, though, that the US is just catching up to a world where examples of the strategic hoarding or manipulation of commodities for a variety of reasons are increasing exponentially. As we noted in a May 21 newsletter, “Rice recently tripled because of producer countries wanting to keep the price low for their citizens (they banned exports and glutted their markets).” Recently it was announced that Russia is taking over management of its grain exports, perhaps to increase its clout on the international stage. It has long been speculated that as its internal demand increases China will ultimately stop supplying the world with certain commodities, such as rare earth elements, that are only produced in China to any significant extent.

Perhaps you have already thought about this issue. Once you start looking, examples are everywhere.

What does this mean for investors? Materials that are withheld from sale should see increased prices. And we think investor emphasis will shift from a fascination with the price of commodities to an increasing interest in owning companies that actually possess these commodities in secure jurisdictions. That is, they will want to own real companies with real stuff in them that will not vanish by political “magic”.

How does this fit with the concerns of our firewood guy (and the increasingly aware investor population and world citizenry)? While we are quaking in our boots and focused on the credit crisis the new reality of incipient governmental domination of the commodities markets presents a striking opportunity. We do not know exactly how this will play out, though we suspect that one of the consequences will be that commodities that nobody ever heard about or cared about, like the rare earth elements, used extensively in the new hybrid vehicles and a vast variety of modern applications, tantalum, used in the fasteners for the new Boeing 787!, or germanium, used in advanced computer chips or night vision goggles, will suddenly leap into center stage because their supply has been truncated. This may be the way that the commodities boom will evolve and transform.  

Merkel Lacks `Consistent' Energy, Commodities Policy, IW Says

By Rainer Buergin

Aug. 25 (Bloomberg) -- German Chancellor Angela Merkel's government has no clear energy policy,

the IW economic institute said, singling out for criticism plans to abandon nuclear power and insufficient

action to secure foreign commodity sources.

``What we're missing in the area of government is a consistent energy policy, a consistent energy

concept, and, as regards commodities, a clear prioritization of interests,'' IW economist Hubertus Bardt

told reporters in Berlin today.

Merkel should raise pressure on governments such as China's that levy taxes on or even ban commodity

exports, the institute said. Europe should speak with one voice on energy and commodity issues and

push for a removal of trade barriers in bodies such as the World Trade Organization, it said.

The IW report highlights risks faced by the German economy, the world's third-largest and the biggest

exporter of goods. It raises pressure on Merkel and the European Union to do more to safeguard the

supply of substances needed for the production of stainless steel, jet turbines and fuel cells.

Chromium, molybdenum, niobium, platinum, tantalum and zircon top the list of commodities in

``critical'' supply because they're either controlled by a few companies or countries, will be exhausted in

less than 30 years or are difficult to substitute, the Cologne-based IW said.

Fifty-four percent of German companies see the increasing scarcity of commodities as a risk, while 19

percent see it as an opportunity, the IW said, citing a survey it held this year. Nineteen percent said it

poses neither risks nor opportunities.

``The problem with commodities isn't so much the physical availability, but rather the access,'' IW

institute head Michael Huether said. ``A lack of competition, distorted competition as a result of

government action and aggressive strategies by some countries on international commodity markets are

serious problems.''

While natural gas exports from the Soviet Union were stable even in the Cold War era, Russia may use

its gas reserves ``as a political instrument'' and threaten to limit deliveries, Huether said. In view of

growing commodity supply risks, Germany should abandon the planned phase-out of nuclear energy by

around 2023, he said.  

 

Hm ich gebe zu das ich von Charttechnik keinen Plan habe... Was genau bedeutet diese dreifache unterstützung? Ist ein fallen unter diese eher unwahrscheinlich (bzw. schwer) oder wie muss ich mir das vorstellen. Wäre nett wenn man das mal kurz für noobs wie mich durchleutet:)  

das sind gedachte Linien, an die manche (ich auch) glauben, die aber durch nichts belegbar oder beweisbar sind.

Crascht der Kurs da drunter siehts übel aus (das sieht eh schon übel aus).

Bleibt er drüber kaufen manche.
Und verlieren ihr Geld eben 1 Woche später.
 

Du scheinst ja Pessimist durch und durch zu sein wenn du solche Worte anschlägst. Meinst du nicht das Commerce sich über kurz oder Lang wieder erholen wird?  

dass Commerce sich ab September erholen wird. Aber ich sehe das unter dem Blickwinkel einer allgemeinen Markterholung, die eine größere Anzahl von Explorern begünstigen wird. Allerdings glaube ich nicht, dass es einen großen Sprung geben wird bzw dass Commerce sich von der Entwicklung des Gesamtmarkts abkoppeln kann. Meine Schätzung für Mitte Oktober: 0,60 can$.  

wir dann auch 0,60€ haben dann ist ja alles wieder in Butter   ;-)

 

 

 

größere pakete (6x > 10T Stk.) wurden über frankfurt geordert. evtl. stehen doch mal wieder news an?! wird ja auch langsam zeit... ist ja langsam nicht mehr mit anzuschauen diese "0%-anlage". ;-)  

Schön langsam kommen die Investoren zurück damit dürfte der Kurs nach oben gehen.
http://www.americanbulls.com/...panyTicker=CCE&MarketTicker=VSE&Typ=S  

kaum sind einmal Käufer wird wieder verkauft was das Zeug hält!
Ist Frick heute morgen eingestiegen?  

In den ersten 30 Minuten wurde das Doppelte des sonstigen Tagesdurchschnitts gehandelt. Auffällig ist, dass es unterschiedliche Käufer zu sein scheinen, die sich eindecken. Trotz meiner Skepsis: Ich freue mich für Euch, wenn es keine Seifenblase ist!  

Heute 50 ct in Toronto und nächstes we 50ct bei uns ?
Und das alles ohne neue Nachrichten ???
Warum auf einmal dieser Umsatz ???
Schönes WE  

Was is das denn für ein Kursverlauf hier?? Es nervt zusehens! Keine News und trotzdem schmeißen alle wie die beklopten ihre Aktien auf den Markt. Naja auch wenn das vielleicht durch shorter verursacht wird so muss man schon echt starke nerven haben um das zu ignorieren.
Ich hab mich jedenfalls erstmal von meinem Ziel: Verlustfrei in einem Jahr (Hab mal bei 79 gekauft) verabschiedet. Wird wohl länger dauern. Dennoch bin ich immer noch überzeugt eben weil die Aktie wieder einmal mehr grundlos fällt und es bisher immer wieder ein aufrapeln gab. Tantal und Niob werden in der Industrie immer mehr verwendet. Die meisten Ladungsspeicher in der Elektronik bestehen aus diesen elementen. Tja hilft wohl erstmal nur die Straußentaktik, Kopf in Sand und warten... :D
Naja zum glück sind es nicht zu viele stücke die ich da habe aber dennoch nervt es!  

Mir geht es ähnlich, da der Einsatz nicht so hoch war, lässt es sich  aussitzen.
Bin mal gespannt, wann die Talsohle erreicht ist 0,23 € ?
Trotzdem ein schönes we !
K.  

Zumindest nicht mehr von solchen schwankungen. Heut morgen waren es ja 5% nun noch knapp 1,5% minus. Ruhe bewahren heißt es da. Und da es nach schönem Wetter ausschaut werd ich das we schön ausspannen und mich nächste woche vielleicht mal wieder ärgern:D.
Und falls es allen ernstes noch deutlich unter 28ct fallen sollte werd ich wohl Commerce einen größeren Platz in meinem Depot gönnen:).

So long und´n schönes Wochenende allen die hier fleißig halten...  

Der Keil zusammen mit der massiven Unterstützungslinie lassen auf kurzfristiger Basis eine
Aufwärtsbewegung wahrscheinlich erscheinen.