Rohstoffjuniors: Langfristig vor Renaissance

Insider Trade Summaries - Toronto Stock Exchange

http://www.tmxmoney.com/...GetPage=InsiderTradeMarker&Language=en

 

 

Netter Artikel inkl. der Blick auf einen wirklich krassen Chart (TSX-V Vergleiche d. Jahresperformance): Noch ist der Abwärtstrend voll intakt, es mehren sich jedoch die Anzeichen, dass eine sektorale Erholung starten könnte. Der TSX-V ist nicht nur technisch überverkauft, die Bewertungen der Unternehmen im Verhältnis der Rohstoffpreise liegt auf dem 2003er Niveau - d.h. die Juniorunternehmen sind gegenwärtig auf dem Niveau bewertet, als bsp. Gold bei ~ 400 USD und Silber bei 5 USD stand (- die Probleme und Unsicherheiten haben jedoch enorm zugenommen).. Zudem stehen mit dem 3. + 4. Quartal tendenziell u. traditionell die starken Quartale für Rohstoffaktien bevor. Ob das alles im Jahr 5 der Juniorkrise  etw. bedeutet, muss man abwarten..

Die Zeit der Juniors wird kommen; schon bald

http://3199.cleverreach.de/m/4553651/...00a8c81ecc17d1784e2489643feb9

 

 

Langfristiger Ausblick verbessert sich weiter: Der Einfluss der Chinesen wird zu einer steigenden Angebotsverknappung führen. Sie werden in den nächsten Jahren auch in Erwägung ziehen, Exportzölle einzuführen um folgend die Exporte zu beschränken (vgl. REE-Sektor). Weiter dürften China hinsichtlich der Ressourcenschonung das Angebot zunehmend drosseln. Im Hinblick auf eine anziehende Nachfrage werden diese Schritte zwangsweise zu höheren - mindestens stabilen - Graphitpreisen führen. Und hier sind primär erst einmal nur die "normalen" Graphitsorten gemeint. Die edlen und besonders qualitativen Sorten (~ 99.9% Cr, Jumbo Flake etc.), die zunehmend im High-Tech Sekor Anwendung finden, werden bereits zu erheblich höheren Preisen gehandelt. Zudem werden die potentiellen 'Game Changer' wie 'Spherical Graphite' & Co. für Zündstoff sorgen..

Supply Situation Report: China widens its graphite sphere of influence

 

Der JV-Partner (und de facto FMS-Tochter) Grafoid schließt einen richtungsweisenden Deal mit CVD - Im Fokus steht die Forschungszusammenarbeit und die langfristige Entwicklung von kommerziellen Graphenprodukten.

Focus Graphite Announces JV for Graphene Catalyst Developments Between Grafoid Inc. and CVD Equipment Corporation

 

Gold Canyon Encounters 367.4 Meters at 1.47 Grams Per Tonne Gold at Its Springpole Gold Project

 VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 21, 2012) - Gold Canyon Resources Inc. (TSX VENTURE:GCU)(PINKSHEETS:GDCRF) ("Gold Canyon" or "the Company") is pleased to announce it has received all assay results from diamond drill holes that will be included in its upcoming resource update. The holes are part of the 2012 barge drilling program at its 100% controlled Springpole Gold Project located 110 kilometers northeast of the Red Lake Mining Camp, Ontario, Canada. Included in these results is an intercept of 367.4 meters at 1.47 grams per tonne gold (1,205 feet at 0.043 oz per ton gold) from hole SP12-162B and another of 330 meters at 1.40 grams per tonne gold (1,082 feet at 0.041 oz per ton gold) in hole SP12-173..

 

Blutiges Platin – 35 Bergarbeiter wegen Streik in Südafrika erschossen

Der Streik und die Kämpfe bei der Lonmin-Platinmine in Südafrika führt Probleme bei der Produktion vor Auge. Darauf reagierte der Platinpreis mit einem 6-Wochen-Hoch..

http://www.rohstoff-investingnews.de/rohstoffe/...dafrika-erschossen/

 

August 21, 2012 08:00 ET

International Tower Hill Reports New High-Grade Gold Intercepts Surrounding Main Deposit at Livengood Gold Project, Alaska

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 21, 2012) - International Tower Hill Mines Ltd. (TSX:ITH)(NYSE MKT:THM)(NYSE Amex:THM)(FRANKFURT:IW9) ("ITH" or the "Company") announces drill results for 45 geotechnical and condemnation drill holes in the Livengood project area (Figure 1). Assay results from four of these drill holes returned multi-gram gold intersections well outboard of the main deposit, indicating the Livengood district scale gold system has significant exploration potential (Table 1). The locations of these new gold intercepts do not impact the current conceptual plan for the locations of mining-related infrastructure contemplated in the ongoing feasibility work but they do highlight the potential for new discoveries on the Company's large 170 km2 land package.

To view Figure 1, please visit the following link: http://media3.marketwire.com/docs/ith821i.pdf.

Jeff Pontius, ITH Interim CEO, stated, "These most recent drill results from a non-exploration directed drill program continue to show the robust nature of the Livengood gold system and potential for both new bulk tonnage and high-grade discoveries. It is clear that the Livengood gold system is a District scale gold discovery with significant future potential."  

August 21, 2012 09:39 ET
Advanced Explorations Inc. and XinXing Ductile Iron Pipes Co., Ltd. Sign Agreement to Jointly Explore Tuktu 2 Iron Project

TORONTO, ONTARIO--(Marketwire - Aug. 21, 2012) - Advanced Explorations Inc. ("AEI" or the "Company") (TSX VENTURE:AXI)(FRANKFURT:AE6) is pleased to announce that it has entered into an agreement with XinXing Ductile Iron Pipes Co., Ltd. ("XDIP") for the further exploration and development of the Company's Tuktu 2 project (the "Agreement"). Under the Agreement, XDIP will have the right to earn 50% of AEI's interest in the Tuktu 2 project by providing investments totalling $20,000,000 in three stages, with an initial $5,000,000 payment to AEI secured by a two-year, non-interest bearing convertible debenture.

AEI will use these funds to initiate a drill program on Tuktu 2 sufficient to investigate its direct-ship ore ("DSO") potential. Should the results of the program warrant further exploration, XDIP has agreed to make additional future investments of $5 million and $10 million toward the Tuktu 2 project. The Tuktu 2 exploration work will focus on further delineating the scope and scale of any DSO resources, with the ultimate goal of completing a Tuktu 2 feasibility study. Under the Agreement, upon completion of XDIP's investment commitments and upon review of the advancement of a Tuktu 2 feasibility study, the Agreement contemplates the formation of a joint venture for the specific purpose of developing the potential Tuktu 2 iron ore asset ("Tuktu DSO JV").

John Gingerich, president & CEO, commented:

"The Tuktu 2 agreement provides the opportunity to fast track exploration and rapidly assess the project's economic potential and if warranted, move quickly towards a development scenario that could then be aligned with the development of the Roche Bay iron project south of Tuktu. Our Roche Bay agreement with XDIP does not include the Tuktu area and this Agreement provides an important step to an integrated vision. We are very pleased that our partner shares our vision of a broader regional development scenario."

Additional terms of the agreement are as follows:

AEI will grant XDIP preferred off-take rights in proportion to their earned interest in the Tuktu DSO JV.

Although this Agreement contemplates a 50:50 joint venture, the proportionate interest of the parties in the Tuktu DSO JV entity is subject to adjustment based on identified minimum resource thresholds (measured and indicated). If upon completing a feasibility study the reserve base is less than 35 million tonnes of DSO then XDIP will acquire an additional 10% interest (60% in aggregate); however, if the reserve base exceeds 45 million tonnes of DSO then XDIP's earn-in will be limited to a 40% interest in the joint venture entity.

The first $5,000,000 investment will be immediately secured by a two-year, non-interest bearing convertible debenture as issued by the Company to XDIP. Such a debenture will be convertible either directly into common shares in the capital of the Company up to a maximum shareholdings by XDIP of 19%, or convertible into shares of the Tuktu DSO JV relative to the minimum resource threshold as specified above. The debenture will be convertible into shares of the Company with the conversion price being the greater of either: (a) a 10% discount of the weighted average trading price of the ten days before and after XDIP submitting their intent to convert, or (b) the amount equal to $0.25 per share.

AEI's current Tuktu 1 deposit, which is comprised of 465 million tonnes of iron ore at 31.1% iron in the inferred category, as well as all other claims included in the Tuktu Project area may be the subject of further discussions between the parties at formation of the Tuktu DSO JV but are currently not part of this agreement.

The Agreement has been approved by the boards of both parties but is subject to approval by the TSX Venture Exchange.

ON BEHALF OF THE BOARD

John Gingerich, President & CEO  

 

 

First Majestic improves economics of pre-feasibility study for silver mine in Mexico

Cecilia Jamasmie | August 21, 2012 

Canadian First Majestic Silver (TSX:FR)(NYSE:AG) Tuesday reported its revised NI 43-101 technical report and pre-feasibility study for its Mexican silver mine Del Toro, with significantly better results..

http://www.mining.com/...ility-study-for-silver-mine-in-mexico-48847/

 

 @ First Majestic's Del Toro Projekt - REPORTED HIGHLIGHTS:

• Silver Equivalent Measured & Indicated Resources increased to 76.5 million ounces
• Silver Equivalent Inferred Resources increased to 81.8 million ounces
• Average Measured and Indicated silver grade increased by 20% to 175 g/t
• Total estimated production to reach 7.2 million silver equivalent ounces containing 5.4 million pure silver ounces in 2014
• Subsequent to the Technical Report's cut-off date, on August 13, 2012, the Company received the final permit from the Mexican government approving the cyanidation circuit and the enlarged 4,000 tpd plant
• Estimated total direct operating costs are $35.00 per tonne and cash costs of $7.05 per ounce of silver on a by-product basis for LOM
• Post Tax Net Present Value ("NPV") at 5% discount increased by 30% to US$191.1 million using US$25 silver price
• Internal Rate of Return ("IRR") increased from 43% to 49% with a payback period of 3.5 years
• Total capital requirement over three years remains $124.2 million, inclusive of a 5% contingency
• The Del Toro Silver Mine is 100% owned by First Majestic Silver and there are no royalties payable

 

ATAC Resources Ltd. Intersects 42.93 m of 18.44 g/t Gold at its Rackla Gold Project-Yukon

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 21, 2012) - ATAC Resources Ltd. (TSX VENTURE:ATC) is pleased to report results of twenty-three diamond drill holes completed at the Conrad and Isis East Zones within the Nadaleen Trend, at the eastern end of its 100% owned 1,600 sq/km Rackla Gold Project in central Yukon.

Drill results highlights:

Conrad Zone

• 42.93 m grading 18.44 g/t gold in hole OS-12-114
• (most significant gold intersection to date)
• 56.93 m grading 4.68 g/t gold in hole OS-12-116
• 25.44 m grading 4.45 g/t gold in hole OS-12-105

Isis East Zone

• 27.43 m grading 6.28 g/t gold in hole OS-12-120

"Drilling continues to expand and confirm continuity of gold mineralization in the high grade near-surface area of the Conrad Zone discovery," states Graham Downs, ATAC's CEO. "Four drills are testing for expansion of the zone along strike to the east and west. Two additional drills continue to evaluate other targets within the Nadaleen Trend.." 

http://www.marketwire.com/press-release/...sx-venture-atc-1692810.htm

 

 August 21, 2012 09:36 ET

GoldQuest Mining Closes $15 Million Bought Deal Private Placement

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Aug. 21, 2012) -

GoldQuest Mining Corp. (the "Company") (TSX VENTURE:GQC)(FRANKFURT:M1W)(BERLIN:M1W) today announced the closing of the bought deal private placement previously announced on July 31, 2012. Dundee Securities Ltd. (the "Lead Underwriter"), on behalf of a syndicate of Underwriters including Stifel Nicolaus Canada Inc., Clarus Securities Inc., GMP Securities L.P., and Raymond James Ltd. (the "Underwriters"), sold 12,000,000 common shares (the "Shares") at a price per Share of $1.25 for total gross proceeds of $15,000,000 (the "Offering"). As part of the Offering, the Underwriters exercised their option (the "Option") to purchase an additional 4,000,000 Shares of the Offering..

http://www.marketwire.com/press-release/...sx-venture-gqc-1692933.htm

 

August 21, 2012 09:17 ET

Lydian International Intersects New Gold in Step-Out Drilling at Arshak and in Deep Drilling at Erato; Amulsar Project Armenia

Initial Results from Exploration and Step-Out Drilling at Amulsar Show Promise for Resource Potential at Erato and Arshak

TORONTO, ONTARIO--(Marketwire - Aug. 21, 2012) - Lydian International Ltd. (TSX:LYD) ("Lydian" or "the Company"), a gold-focused mineral exploration and development company, today announced initial results from mostly step-out and exploration drilling at its Amulsar gold project in Armenia. Amulsar is a high-sulfidation style gold project which currently hosts a CIM compliant resource of 68.2 Mt at 1.0 g/t Au (2.1 million ounces) in Indicated Category and 36.1 Mt at 0.9 g/t Au (1.1 million ounces) in Inferred Category..

http://www.marketwire.com/press-release/...-erato-tsx-lyd-1692914.htm

 

 

 

Gold - endlich ausgebrochen

22.08.2012 | 10:50 Uhr | Geyer, Christoph, Commerzbank AG

Das Gold konnte endlich den Ausbruch nach oben schaffen. Die Widerstandslinie bei ca. 1.635 USD wurde überwunden. Jetzt sollte Dynamik aufkommen, die das Gold bis an die nächste Widerstandsmarke im Bereich von 1.720 USD führt..

http://www.rohstoff-welt.de/news/...d=38630#Gold-endlich-ausgebrochen

 

Zwar keine ganze Übernahmen, aber größere Beteiligungen. Hecla sucht nach der verpassten Übernahme von U.S. Silver nach neuen Beteiligungs- und möglicherweise auch Übernahmeobjekten. Nun beteiligt man sich erst einmal an Dolly Garden:

Hecla takes Dolly Varden stake

8/21/2012 2:00:08 PM | Stockhouse Editorial 

Dolly Varden announces $3.2 million strategic investment from Hecla Mining. The junior is developing a silver project in northwestern British Columbia. 

A wholly-owned subsidiary of Hecla Mining Co. (NYSE: HL, Stock Forum) has agreed to acquire 19.9% of the outstanding shares of Dolly Varden Silver Corp. (TSX: V.DV, Stock Forum), the Vancouver junior said in a press release Tuesday.

Under the agreement Hecla will acquire 20 million common shares of the company at 16 cents per share, for total gross proceeds of $3.2 million.

On closing of the financing, Hecla will be granted various rights pursuant to the terms of the ancillary rights agreement, exercisable for so long as Hecla holds more than a 10% interest in Dolly (calculated in accordance with that agreement).

Up 3% to 19.5 cents on Tuesday, Dolly Varden has a market cap of $15.6 million, based on 80.2 million shares outstanding. The 52-week range is 50 cents and 12 cents..

http://www.stockhouse.com/Community-News/2012/Aug/...lly-Varden-stake

 

 

Die Liegenschaften von Dolly, die Hecla interessieren:

"The Dolly Varden silver project consists of 9,400 hectares which includes four well defined high grade silver deposits, two of which have seen historic production totaling 20 million ounces. All four deposits have remaining historic silver resources and are situated in the same geologic setting as the past-producing Eskay Creek deposit. The Company has two strategies for creating value at the Dolly Varden silver project: to confirm and expand the existing historic silver resources with the goal to re-start the historic deposits ; and to explore a major untested Eskay Creek-type gold and silver rich VMS target at Dolly Varden."

http://www.stockhouse.com/financialtools/...l=v.dv&newsid=8595143

 

Barclays Capital: Chinesische Rohstoffimporte werden auf hohem Niveau bleiben

 Die Analysten von Barclays Capital glauben, dass die hohen chinesischen Rohstoffimporte andauern werden. Die Bank beschreibt das Wachstum gegenüber dem Vorjahr als immer noch robust, auch wenn es sich im Vergleich zur jüngsten Vergangenheit verlangsamt habe..

http://bjoernjunker.wordpress.com/2012/08/22/...hohem-niveau-bleiben/

 

Moskau umwirbt die Goldgräber

Russland will ein neues Minen-Gesetz verabschieden. Danach könnte der Rohstoff-Reichtum besser erschlossen werden. Bergbaukonzerne und vor allem Goldminen dürften bereits in den Startlöchern stehen, um sich einen Teil des Kuchens zu sichern.. 

http://www.rohstoff-investingnews.de/gold/...umwirbt-die-goldgraeber/

 

Durchschnittspreis fällt um 22% - US-Silberproduktion in den ersten fünf Monaten um 63% eingebrochen

 Wie die U.S. Geological Survey berichtet, ist die Silberproduktion in den USA von Januar bis Ende Mai um 63% eingebrochen. Im Mai sank der Silberausstoß der US-Produzenten um 14%. US-amerikanische Minen produzierten in diesem Monat noch 84.900 Kilogramm Silber (rund 2,73 Mio. Unzen) nach 99.300 Kilogramm oder rund 3,193 Mio. Unzen Silber im Mai 2011. Währenddessen fiel der durchschnittliche Handy and Harman-Silberpreis im Mai gegenüber dem Vorjahr um 22% auf 29,79 USD pro Unze. Der durchschnittliche Spotpreis in London lag bei 28,67 USD pro Unze..

http://miningscout.de/Kolumnen/...um_63_eingebrochen/page_1/_76/__846

 

Rohstoffe Goldpreis: Dollarschwäche sorgt für dickes Plus

 

 

Vale verschiebt Bau der Kalimine in Saskatchewan

22.08.2012 | 15:01 Uhr | EMFIS

Rio de Janeiro - (www.emfis.com) - Der brasilianische Rohstoffkonzern Vale verzögert das riesige Vorhaben mit Kali.

Wie lokale Medien mitteilten, habe der südamerikanische Bergbauriese mit dieser Entscheidung auf die weltwirtschaftliche unsichere Lage reagiert. Das milliardenschwere Projekt im kanadischen Kalizentrum Saskatchewan werde erst zu einem noch unbekannten Zeitpunkt begonnen. Es seine zuvor noch umweltbezogene Studien durchzuführen und infrastrukturelle Probleme zu klären. Diesem werde vorerst nicht mit Nachdruck nachgegangen. Auf dem Investitionsplan der Firma seien die hier benötigten drei Milliarden USD nach hinten gerückt worden..

http://www.rohstoff-welt.de/news/...-Bau-der-Kalimine-in-Saskatchewan