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CMC Metals Canadese zilvermijn in opstartfase met zeer veel potentie

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  1. sappas 16 januari 2011 18:59
    NWM Mining Corporation is a Canadian mineral exploration company focused on the development of the Lluvia de Oro / La Jojoba gold mine located in Sonora in North West Mexico.
    The project covers a total of 5,075 hectares and encompasses the past producing Lluvia de Oro mine, the La Jojoba gold resource, and numerous historic workings.

    Zeer interessante video op hun site, interview met Chris www.nwmcorp.ca/

    Ze hebben nog ongeveer 1 maand nodig om de warrants op 10 cent uit te voeren, daarna kan de koers vrij gegeven worden.

    Groetjes,

    Sappas
  2. [verwijderd] 17 januari 2011 19:08
    quote:

    retep schreef op 14 januari 2011 20:39:

    Denison Mines Corp.
    Uranium op 2.07 gekocht, zit er verder nog muziek in dit soort aandeeltjes of is mogelijke prijsstijging voor de toekomst (2011) al verwerkt in de koers.
    In a very short period of time, we have seen the spot price of uranium drop by over 50% after massive speculation had pushed the price up. There was a time when uranium producers could barely make a profit, as only those companies with high grade uranium could sell for a profit. Uranium producers were among the agricultural companies as they had trouble breaking even. With countries like China leading the way, and current countries like Japan and France showing the viability in the market, these companies could see a great profit going forward.

    I do like Cameco (CCJ) at this point as it is a huge producer and has great holdings with respect to yellow cake. This company is a buy now as it has pulled back on bad news about its Cigar Lake holdings and the constant flooding slowing its ability to begin producing. CCJ is a much more conservative holding based on their legacy contracts, and should be looked at hard at these prices.

    If you are looking for growth Denison Mines (DNN) seems to be a very nice pick going forward. When looking at these companies, be careful as many are speculative names that are currently not producing anything or have no plans to start new mines for production. These companies move higher and lower based on the price of uranium alone. DNN is a production company and its growth numbers look good going forward.

    DNN has been in the industry for over 50 years. It has assets in the United States and Canada, plus holdings in Zambia and Mongolia. The US and Canadian holdings are comprised of seven operational mines and two uranium mills. Last year's production was 683,000 pounds of U3O8, and this year's production will fall somewhere between 1.7 and 1.9 million pounds.

    Looking forward, the company has plenty of growth. Its estimates project that 2011 could be a huge year. Low estimates have the company producing 3.6 million pounds, but high estimates have its production at 6 million. The main reason for the increase will be the start of production of its Zambian and Mongolian mines.

    The largest reason the uranium producers will benefit is the nuclear renaissance that is under way. Supply and demand will increase the price over time as production continues to be less than demand. Due to the length of time it takes to get a mine up and running, it could be a long time before production will actually meet demand. Currently, 15% of world electricity is produced by nuclear energy, and this percentage will increase as there are 34 nuclear reactors under construction and over 90 are in the planning phase. In India, there are six reactors under construction and the country's goal is to have half of its electricity generated by nuclear energy by 2050. India will be a completely new market for uranium sometime in 2009 and it is working on contracts to purchase the United States's uranium.

    If we are to compare nuclear costs to those of other energy sources, we find that nuclear is much cheaper. Many people disagree with the different sources sited, but that is mostly because in the United States we have no nuclear reactors of advanced technology. Our current reactors are old and out of date, and with this comes extra costs.

    When the US Congressional Budget Office did its study in May of 2008, it found that operating costs including fuel, operations and maintenance were much cheaper when advanced nuclear technologies were used. Innovative clean natural gas technologies were $55/MWh, conventional natural gas was $41, innovative clean coal was $23, conventional coal was $20 and advanced nuclear was $16. This being the case, it is believed that many other countries will continue to pursue nuclear energy, further tightening supply.

    DNN is interesting as it has started doing contracts with floor prices, with $45 per pound as the floor. These new US contracts are quite good as it was not long ago that uranium was selling for less than $10 a pound. Even more impressive is that their sales are 95% of the current long term price, which has been constant for some time even as the spot price has decreased dramatically. DNN has stated that all future contracts will be set this way, with appropriate floor prices and close to the current market, which takes much of the fluctuation out of the price of the commodity.

    DNN has also made some interesting investments in other uranium exploration companies with decent sized assets. The first is Uranerz Energy (URZ), in which it has a 9.9% interest. URZ has current properties in Saskatchewan and Wyoming. These sites are currently under review by the NRC for licensing. It also owns a 10% equity interest in Energy Metals Limited [ASX:EME].

    In summary, DNN will have increased its uranium production by over 200% from 2007 to the end of this year. Its combined uranium and vanadium sales will double revenue year over year. By 2011, its Zambian mine will be producing uranium, and probably its Mongolian mine as well. All of this will produce impressive growth going forward at much better prices than were seen just a couple of years ago. I would look for this company to be a great long term investment.
  3. Tamco 17 januari 2011 23:27
    OPW mag van mij inderdaad wel even lekker gaan knallen! Zoals het er nu naar uit ziet kan het best zo zijn dat er vandaag een hammer is gevormd in de grafiek en het een mogelijk omkeerpunt is. (met andere woorden, een bodem:)

    WRI zit er ook niet ver vanaf denk ik Cazan, mochten ze idd met een PB komen over ontwikkelingen in Indonesie, dan kan het snel en hard gaan.
  4. sappas 18 januari 2011 15:25
    quote:

    elio e faso schreef:

    APM vandaag hopelijk door de weerstand om weer wat hoger te kunnen geraken...
    CMC mag wel een keer uitbodemen!
    Silverrock heeft op 0,30 bijgekocht en ik dacht dat hier volgens hem ook de bodem is.

    Zoals het er nu uitziet zal CMC openen op 0,31 en vermoedelijk heeft Silverrock het weer goed gezien.

    Groetjes,

    Sappas
  5. sappas 18 januari 2011 15:44
    GOR lijkt uitgebodemd te zijn op 0,16.
    De laatste dagen loopt de bied op 0,16 behoorlijk op.
    De koers heeft het 14 d MA doorbroken en de TA-indicatoren zijn licht positief.

    De lening die GOR krijgt van Europese investeerders om de mijn verder uit te bouwen is nog niet rond. De verwachting was dat dit voor het eind 2010 rond zou zijn.

    Rock schreef 5 januari het volgende over GOR:
    Kijk eens naar de weekgrafiek van GOR dan zien je dat er rond de 0.17 een heleboel oude toppen liggen, daar is dus fors wat weerstand te verwachten. Indien GOR daar doorheen breekt met liefs groot volume, dan ligt de weg technisch bekeken open naar en dan via 0,45 naar 0,70.
    Eenmaal boven de 0,70 is de sky limit.
    De vooruitzichten van GOR zijn drastisch verbeterd de laatste jaren, zie hun site voor de berichten en projecten. Ze produceren nu goud in China en met de lening van de Europeanen kan de productie worden opgeschroefd. Tevens kan meer gebied ontgonnen en geëxplodeerd worden om voorraden/reserves te kunnen toevoegen.

    Groetjes,

    Sappas
969 Posts
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