Rohstoffjuniors: Langfristig vor Renaissance

 

Tocqueville Gold Second Quarter 2012 Investor Letter – Hathaway

 

Einige gute Punkte im folgenden Artikel von MW dabei. Das Timing und die Art der Publikation sind unter dem Strich genauso wichtig wie der Stil und der Aufbau der NR. Alles Grundvoraussetzungen für den Impact des hoffentlich ansehnlichen Content.

When is the best time to distribute a news release?

http://blog.marketwire.com/2012/07/03/news-release-basics-part-one/

 

"..Try to avoid Mondays, Fridays and weekends when sending out your news announcements. Mondays tend to have the highest volume of press releases, so your release may get lost in the Monday swell. As for Fridays and weekends, most journalists and media members take two of these three days off, so there’s a good chance your release won’t cross the path of a reporter (and even a consumer) on that day.

As for time of day, most news releases are sent out right on the hour (i.e. 7:00 a.m., 8:00 a.m., 11:00 a.m., etc.). Because of this, I recommend distributing your company news off the hour, like 7:55 a.m., or 9:15 a.m. This makes your release stand out a bit more from the crowd.

If you’re targeting U.S. media, you’re better off sending news in the morning hours of Eastern Standard Time (EST), since most journalists, media members and consumers are free to consume news during these morning hours, and not in the afternoon when they’re either working or on deadline.

The ideal days and times to send out news are Tuesday, Wednesday, or Thursday, anytime between 6:00 a.m. and 11:00 a.m. EST, OFF the hour.

The same principles hold true for international distribution, EXCEPT keep in mind the time difference of where you are distributing your news release. For example, if you’re in New York City, and you’d like to distribute a release to London media, be sure to note London is five hours ahead of NYC. As a result, you’ll want to set your release time somewhere between 1:00 a.m. and 6:00 a.m. EST."

 

Positive News von Candente: In der jüngsten Abstimmung der Community sprach man sich am Wochenende für die Fortsetzung der Entwicklungsarbeiten auf Candente's milliardenschwerem Kupfer-Deposit Canarico aus. Das wird dem angeschlagenen Unternehmen und Aktienkurs vorerst gut tun. Die lokalen Widerstände nehmen in Peru jedoch weiter zu. Der einst so stabile und solide Minenstaat (zumindest in den meisten Regionen) gerät derweil mehr und mehr in das Kreuzfeuer von Interessenkonflikten, das vor allem die Minenkonzerne belastet..

Community Announces Positive Vote for Canariaco Surface Access

VANCOUVER, BRITISH COLUMBIA--(Marketwire - July 9, 2012) - Candente Copper Corp. (TSX:DNT)(PINKSHEETS:CDOXF)(LMA:DNT) ("Candente Copper" or "the Company") is VANCOUVER, BRITISH COLUMBIA--(Marketwire -07/09/12)- Candente Copper Corp. (DNT.TO)(Pinksheets:CDOXF)(DNT.TO) ("Candente Copper" or "the Company") is pleased to announce that on Sunday July 8th, 2012, the Comunidad Campesina San Juan De Kanaris (the "Community") announced that it voted in favour of granting surface access to the Company for resumption of exploration and feasibility drilling at Canariaco..

http://www.marketwire.com/press-release/...access-tsx-dnt-1677453.htm

Quote: "VANCOUVER, BRITISH COLUMBIA--(Marketwire -06/22/12)- Candente Copper Corp. (DNT.TO)(CCOXF)(DNT.TO) ("Candente Copper" or "the Company") is pleased to announce that a General Assembly ("Asamblea General") has been called for July 8th, 2012 to provide the opportunity for registered voters of the Community of San Juan de Kanaris to vote on Candente's proposal for a three year surface access agreement for its Canariaco project.."

 

Bolivia's Morales threatens to "nationalize" Malku Kota silver project

Fresh off the expropriation of the Quinto smelter, Bolivia's president has now set his sights on the troubled Malku Khota project, a target of violent protests and kidnappings.

Author: Dorothy Kosich - Posted: Monday , 09 Jul 2012

RENO (MINEWEB) - Bolivian President Evo Morales reportedly told a farmers' group Sunday that Bolivia will consider nationalizing South American Silver's silver property..

http://www.mineweb.com/mineweb/view/mineweb/en/...tail&pid=102055

 

DNO International: Übernahmeangebot für Calvalley Petroleum Inc.

 

"Morgen veröffentlicht die US-Energiebehörde EIA ihren Monatsbericht zum Ölmarkt. Am Mittwoch folgt die OPEC und am Donnerstag die Internationale Energieagentur. Die drei Berichte dürften die momentane Überversorgung am Ölmarkt bestätigen und somit keine Argumente für einen Anstieg der Ölpreise liefern. In der kommenden Nacht gibt China Daten zu den Ölimporten im Juni bekannt. Die Öleinfuhren dürften das rekordhohe Niveau von 6 Mio. Barrel pro Tag des Vormonats erneut erreichen. Dafür spricht das niedrige Preisniveau, welches China zum Lageraufbau genutzt haben dürfte. Aufgrund des US-Feiertages in der vergangenen Woche werden die CFTC-Daten zur Marktpositionierung erst heute veröffentlicht. Die ICE gibt die entsprechenden Daten für Brent am Mittag bekannt.."

http://www.rohstoff-welt.de/news/...Auftakt-in-eine-datenreiche-Woche

 

http://www.rohstoff-welt.de/news/artikel.php?sid=37471#Norwegens-Oelarbeiter-heben-die-Preise

 

 

 

 

Mexico hat gewählt, wie wird es weiter gehen?

sonstiges, Miningscout 09 / 07 / 2012

Die Wahlen in Mexico sind vorbei und nun fängt das große Gezanke über Manipulation an. Im Wesentlichen gibt es in Mexico drei großen Parteien; PRI, PAN, PRD. Die PRI und PAN gelten als geschäfts- und bergbaufreundlich, aber die PRD ist als fraglich einzustufen! Wie aus verschiedenen Medien zu lesen war, zeigte sich Lopez Obrador (PRD) siegessicher..

http://www.miningscout.de/Rohstoffblog/.../sonstiges/page_1/_61/__341

 

 

Das Länderrisiko „Bergbausteuer und Enteignung“ wird neu entdeckt!

Man sollte das Länderrisiko nicht außer Acht lassen, wenn man sich Minenwerte aus verschiedenen Ländern aussucht. Es gibt viele politisch unsichere Staaten die zudem noch wirtschaftlich angeschlagen und sozial unausgewogen sind. Aber das muss auch nicht heißen, dass es sich nicht ändern kann. Änderungen im Verfassungssystem, der Wirtschaftsordnung oder auch Änderungen der politischen Machtverhältnisse können dort schnell zu schmerzhaften Einschnitten führen..

http://www.miningscout.de/Rohstoffblog/.../sonstiges/page_1/_61/__340

 

Riverstone Intersects 4.06 g/t Gold Over 22 Metres at GGII

 

7.0 Meters at 41.53 Grams Gold Per Tonne Intercepted at Santa Rosa

July 9, 2012 | PDF

Vancouver, BC, July 9, 2012 - Red Eagle Mining Corporation (TSX-V: RD, OTCQX: RDEMF), is pleased to announce additional assay results received from the recently completed 24 hole, 5,400m phase two core drill program at the San Ramon gold system located within the Santa Rosa gold project in Colombia. Assays have now been received for 14 holes with assays pending on 10 holes (SR-056 to SR-065). The additional results show strong gold mineralisation over significant intervals, with the most significant intercept being in hole SR-053 of 7.0 metres at 41.53 grams gold per tonne. Hole SR-053 was collared 300 metres to the west of hole SR-042 which intercepted 6.0 metres at 31.85 grams gold per tonne at a similar depth, reported in the news release dated June 13, 2012..

http://redeaglemining.com/news/?nid=40

10 weitere Bohrlöcher aus dem aktuellen Bohrprogramm durchwandern gerade die Labore und werden in Kürze erwartet

 

Flinders drills 9.7m at 10.8% graphitic carbon at the Kringel Project, Sweden

 

Prophecy Platinum Appoints Harald Batista and Myron Manternach as Directors

http://www.marketwire.com/...l....x-venture-nkl-1678090.htmVANCOUVER, BRITISH COLUMBIA--(Marketwire - July 10, 2012) - Prophecy Platinum Corp. (TSX VENTURE:NKL)(OTCQX:PNIKF)(FRANKFURT:P94P) ("Prophecy" or the "Company") is pleased to announce the appointments of Mr. Harald Batista and Mr. Myron Manternach to its Board of Directors.

Mr. Batista is an accomplished entrepreneur with over 2 decades of sales and marketing experience. He holds an MBA degree from Santa Clara University in California and is a member of the prominent Batista family in Brazil that includes Eliezer Batista, the founder of Vale do Rio Doce Company (now Vale) and Eike Batista, the founder of EBX Group. EBX Group focuses on investment opportunities in infrastructure and natural resources, sectors in which Brazil presents important competitive differentials. These investments are focused on MMX (iron-ore mining), MPX (energy), LLX (logistics), OGX (oil and gas), AUX (gold mining), CCX (coal mining) and OSX (oil services). MMX, OGX, MPX, CCX and LLX are listed on Brazil's Novo Mercado - at the Sao Paulo Stock Exchange (BOVESPA). The combined market capitalization of EBX Group companies exceeds US $20 billion.

Mr. Manternach is currently a Managing Director of Composite Capital, LLC, an investment advisory firm based in Greenwich, Connecticut. Prior to joining Composite Capital, Mr. Manternach was Managing Director of Octavian Advisors, a global investment fund based in New York where he managed public and private debt and equity investments involving companies in the natural resource industries and emerging markets. From 1994 to 2001, Mr. Manternach was a vice president of investment banking at JPMorgan, where he advised on mergers and acquisitions, and raised capital for financial sponsors and corporate clients in a wide variety of industries, including metals & mining, paper & packaging, telecom, media, and technology. Mr. Manternach holds an MBA from the Wharton School of the University of Pennsylvania and a BS in Electrical Engineering with Distinction from Iowa State University.

John Lee, Chairman of Prophecy, states: "Harald brings top-tier international networking and Myron brings expert M&A and financial guidance to Prophecy. As the Company moves towards feasibility and permitting, Harald and Myron will provide invaluable input towards strategic alliances and project financing to maximize shareholder value."

The Company also wishes to announce that it has granted options to acquire an aggregate of 1,000,000 common shares at a price of $2.04 per share for a period of five years to directors, officers, employees and consultants of the Company. The above grant is subject to regulatory approval, including the approval of the TSX Venture Exchange  

July 10, 2012 - 7:00 AM EDT

Augusta Resource Corporation - Superior Court Rules in Favor of Rosemont on Air Permit Appeal
DENVER, July 10, 2012 /CNW/ - Augusta Resource Corporation (TSX/NYSE MKT: AZC) ("Augusta" or "the Company") is pleased to announce that the Arizona Superior Court for Pima County ("Court") has ruled in the Company's favor regarding its appeal of Pima County Air Quality Control District ("Control District") and Pima County Air Quality Hearing Board's ("Hearing Board") denial of Rosemont's Air Permit application.

The Court Ruling, dated July 5, 2012, determined that both the Control District and the Hearing Board "acted in an arbitrary and capricious manner and that the [Control District and Hearing Board] abused their discretion." The ruling directed the Control District to process Rosemont's application in a timely manner; moreover, it further supports Rosemont's decision to apply for an Air Permit processed by the Arizona Department of Environmental Quality ("ADEQ").

"This ruling is certainly a positive win for Rosemont," said Rod Pace, Augusta's Chief Operating Officer. "There was no doubt that we were being treated unfairly and uniquely in Pima County. The Court made the right decision to order Pima County to allow Rosemont to be treated justly. Notwithstanding, we will continue to work with the ADEQ to ensure the Rosemont Air Permit gets processed expeditiously."  

GoldCorp muss nach Ablauf des 1. Halbjahrs 2012 die Jahresprognosen senken. Die Produktion auf den zwei wichtigsten Minen (Red Lake & Peñasquito) des Brancheriesen läuft nicht ganz rund..

Im Red Lake Komplex macht die zunehmend auftretende, fehlende Kontinuität von einigen hochgradigen Goldmineralisierungen dem Konzern zu schaffen. Zudem gibt es Schwierigkeiten mit der Metallurgie..

Schwierige Begebenheiten halten ebenfalls in Mexiko an.. die Mine auf dem gigantischen Peñasquito Projekt läuft aufgrund diverser Problematiken nicht auf Hochtouren, die Wetterkonditionen belasten die Arbeiten : "The Peñasquito Mine was slowed by lack of water in June due to a prolonged drought in the region. The company says it is drilling more wells and trying to increase water reclaimation.."

Zudem sind die reinen Cash Costs pro geförderte Unze Gold und die Kosten nach Abzug der Nebenprodukterlöse gestiegen. Der Anstieg der Förderkosten resultiert großteils aus der niedrigeren Produktion. Die steigenden Förderkosten schlagen folgend natürlich sofort auf die Marge durch: "Due to the lower expected production, total cash cost guidance has also been revised, to $310 to $340 per ounce of gold on a by-product basis(2) and $625 to $650 per ounce on a co-product basis," said the company in a news release."

 

Goldcorp lowers guidance due to drought and production delays

Michael Allan McCrae

Goldcorp (NYSE:GG), the world's second-largest gold miner, said expected gold production would drop 8% due to problems at Peñasquito and Red Lake..

http://www.mining.com/2012/07/11/...to-drought-and-production-delays/

 

Die infrastrukturellen Anbindungen sind bei der Entwicklung von sämtlichen Rohstoffprojekten sehr bedeutend. Dies trifft ebenfalls auf die potentiellen kapitalintensiven Kaliminen zu, deren gewöhnlich hohe CAPEX (& spätere OPEX) maßgeblich auf die Infrastrukturbegebenheiten zurück zu führen ist..

Potash project has the infrastructure for rapid development

 

Übernahmeflut im Ölsektor

 

 

AngloGold Ashanti: Auf neuen Wegen

Die Goldförderung in Südafrika geht immer weiter zurück. Im laufenden Jahr erwarten Experten eine Förderung von weniger als 200 Tonnen, das wäre der Stand des Jahres 1922. Zum Vergleich: Vor 40 Jahren lag die Fördermenge bei mehr als 1.000 Tonnen, 2003 waren es noch 420 Tonnen..

http://miningscout.de/Rohstoffblog/...heme/sonstiges/page_1/_61/__342

 

Während der letzten zwei Juniwochen wurden hohe Short-Positionen in einigen großen Goldproduzenten abgebaut. Nach wie vor lassen sich aber signifikante Short-Positionen in etlichen Rohstoffproduzenten beobachten..

Quelle: http://www.financialpost.com/markets/market-data/market-short_pos.html

 

Definitiv gelungener Vergleich & sehenswerte Übersicht eines stockhouse-Users, obwohl einige Punkte nur mit Vorsicht zu betrachten sind: 

http://www.stockhouse.com/Bullboards/...&r=0&s=FMS&t=LIST

 

Patriot Coal goes bankrupt

Cecilia Jamasmie | July 10, 2012

Patriot Coal (NYSE:PCX) confirmed Monday what everyone already knew: the company is headed to bankruptcy.

The company, affected by milder winters and a shift to natural gas, filed for Chapter 11 bankruptcy protection yesterday, causing shares to implode in regular trading and continue to fall after hours..

http://www.mining.com/2012/07/10/patriot-coal-goes-bankrupt/