Nemaska Expl. Die günstigste Li2O Aktie der Welt?

es ist gut wenn Nemaska zum reinen Lithiumunternehmen mutiert.

jetzt ist auch verständlich weshalb die finzierung so klien war, man stebt auch keine verwässerung an.

 

... gegen den Stom!

Nemaska Continues to Report High-Grade Intersections From Whabouchi Lithium Project

The results continue to illustrate the high-grade of the main mineralized zone and confirm the presence of smaller dykes to the South of the Main zone. Highlights include: 25.5 m at 2.28% Li2O, 23.0 m at 1.92% Li2O and 11.9 m at 2.36% Li2O.

 

Schaut gut aus, aktuell 2,17% im Plus (müsste natürlich mehr sein bei diesen Grades, aber wenigstens ein Anfang).

 

QUEBEC CITY, CANADA, Apr 20, 2011 (MARKETWIRE via COMTEX News Network) --
NEMASKA EXPLORATION INC. ("Nemaska" or the "Corporation") (TSX VENTURE: NMX)(OTCBB: NMKEF)(FRANKFURT: NOT) confirms that its recently formed subsidiary, Monarques Resources Inc. ("Monarques") has obtained a receipt for its preliminary prospectus for an offering of a minimum of $2,000,000 comprised of 2,500,000 units at a price of $0.40 per Unit and 2,000,000 common shares in the capital of Monarques, to be issued as "Flow-Through Shares", at a price of $0.50 per Flow-Through Share. The aggregate value of the subscription to Units shall be equal or greater than the value of the subscription for Flow-Though Shares received. Each Unit consists of one Common Share at a price of $0.40 per Common Share and one-half (1/2) of one common share purchase warrant. Each Warrant will entitle its holder to purchase one Common Share at a price of $0.45 at the latest any time prior to 5:00 p.m. (Eastearn time) on the date that is 18 months following the closing date. This offering is made through Industrial Alliance Securities Inc. and Dundee Securities Ltd. acting as agents, on a best efforts basis, in the provinces of Quebec, Ontario, Alberta and British Columbia. You can obtain a copy of the preliminary prospectus from Industrial Alliance Securities Inc. 2200 McGill college Avenue, suite 350, Montreal (Quebec) H3A 3P8 or from Dundee Securities Ltd. 1 Adelaide East, suite 2200, Toronto (Ontario) M5C 2V9. There will not be any sale or any acceptance of an offer to buy the securities until a receipt for the final prospectus has been issued. The Corporation has also applied to list its shares on the TSX Venture Exchange.

Monarques has agreed to conditionally purchase all rights, titles and interests owned by Nemaska in the Lac Arques, Lac des Montagnes and Lac Levac properties for a purchase price of $7,500,000 by issuing, as at the closing date of its initial public offering, an aggregate of 18,750,000 Common Shares at a price of $0.40 per Common Share. Of the 18,750,000 Common Shares, Nemaska intends to distribute 3,685,645 Common Shares to its shareholders as a dividend. The closing date of the records to determine the shareholders allowed to receive the proposed dividend will not be known until the closing of Monarques' initial public offering has been completed.  

Hier der 3 Monatschart. Die gelben Pfeile zeigen, wann "news" veröffentlicht wurden. Die Reaktionen auf den Kurs sind eher verhalten ausgefallen. Investoren z.T. wohl auch dem Motto "Sell on Good News" gefolgt.

Schätzungsweise liegt Nemaska derzeit nicht im Focus von Anlegern. Es braucht halt eben noch Zeit hier.

May 05, 2011 08:40 ET

Nemaska Blasts a 50 Tonnes Bulk Sample at Whabouchi Lithium Project for Pilot Plant Testing


QUEBEC CITY, QUEBEC--(Marketwire - May 5, 2011) - Nemaska Exploration Inc. («Nemaska» or the «Corporation») (TSX VENTURE:NMX) (OTCBB:NMKEF) (FRANKFURT:NOT) is pleased to announce that it has blasted a 50 tonnes bulk sample on its Whabouchi lithium project for metallurgical pilot plant testing. The 50 tonnes sample comes from the main zone and is located in the R-575 trench where channel samples returned 1,65% Li2O over 37,5 metres (see press release February 8th, 2011). In addition to the material coming from the R-575 trench, the bulk sample will also include approximately 8 tonnes of drill core material that has been collected across the deposit as part of the recently completed 8,909 metre infill diamond drill program. The diamond drill program used large-diameter HQ size core to obtain more representative material for the pilot plant process.

The goal of the program is to produce a representative sample that will be used to feed a pilot plant to be done at SGS Lakefield facilities in Ontario. An optimized flow sheet from the initial bench scale tests conducted in fall 2010 (see press releases September 8th, and November 23rd, 2010) will be used to set up the pilot plant for running approximately 58 tonnes of ore throughput for production plant design. The program will also produce the engineering data for the metallurgical portion of the feasibility study and plant design phase. The pilot plant testing is scheduled to commence by the end of May. The spodumene concentrate, lithium carbonate and lithium hydroxide, produced from the pilot plant test will be used as commercial samples in Nemaska's on-going global marketing.

"This is a major step towards completing a full feasibility study and discussing offtake agreements with potential clients," commented Guy Bourassa, President and CEO of Nemaska Exploration. "We remain on track to have the definitive feasibility study completed by Fall 2011."

The technical sections of this press release have been prepared by Yvan Bussières, P. Eng and reviewed by Yves Caron, M.Sc., P. Geo., qualified persons as defined in National instrument 43-101.  

... eine signifikante "Hürde" für Nemaska ?

Müssen wir jetzt erst auf die positiv ausfallende Feasibility Studie im Herbst warten ?

hab ich aus stockhouse, also mühe geben sie sich.

http://www.investmentpitch.com/media/884/...nc._TSXV:_NMX_News_Alert/

 

 

 

 

ps: @PeiMei darf ich fregen welches toll du für die kurse nutzt? ich bin auf der suche.

 

ich benutze die Software, die Interactive Brokers zur Verfügung stellt. Hier der link zu deren Homepage, auf der Du Dich weiter informieren kannst.

Habe gerade erst jetzt Deine Frage gelesen:

http://www.interactivebrokers.com/de/main.php

Alles "Java" basiert. Sehr gut finde ich auch das hier (keine Werbung für LEX, ich hatte mir den link auf meinem desktop gespeichert:

http://stockcharts.com/freecharts/gallery.html?LEX.TO

Stockcharts sind kostenlos (aber nicht umsonst ;-)) und bieten vielfältige Tools.

Viele Grüße,
PaiMei

Nemaska Redeems the $1M Convertible Debenture Issued in Favor of Golden Goose Resources Inc.

QUEBEC CITY, QUEBEC--(Marketwire - May 31, 2011) - Nemaska Exploration Inc. ("Nemaska" or the "Corporation")(TSX VENTURE:NMX)(OTCBB:NMKEF)(FRANKFURT:NOT) is very pleased to confirm that it has completed the purchase of the $1M convertible debenture that it had issued in favour of Golden Goose Resources Inc., on January 15, 2010 as a partial payment for the purchase of the Lac Levac and Lac des Montagnes mining properties. Nemaska has paid a total amount of $925,000 in full payment of the debenture.  "With the purchase of this debenture our balance sheet is cleared of all debt and we remain well financed to take our Whabouchi project through the feasibility stage which is scheduled for completion by the end of the year," commented Mr. Guy Bourassa, President and CEO of Nemaska.  

Quelle: http://www.marketwire.com/press-release/...sx-venture-nmx-1520825.htm

 

 

Nemaska Announces Final Drill Results From Winter Drilling Program at Whabouchi Lithium Project

42.7 m at 1.83% Li2O, 42.2 m at 1.61% Li2O, 39.6 m at 1.56% Li2O and 23.8 m at 1.83% Li2O

http://www.marketwire.com/press-release/...sx-venture-nmx-1521027.htm

Tolle News, der Markt hingegen wertet die Aktie weiter ab. Zum kotzen!  

... steht bevor. Das Ding will oder darf nicht unter 0.45 CAD, bricht aber auch nicht nach oben aus dem Dreieck aus!

Gut, CAN hat noch etwa 1.5 Stunden geöffnet. Vielleicht brauchen die Candies auch noch etwas länger, um die BEs zu würdigen.

... Problem ist halt immer, dass der Kurs auf dem letzten Trade verweilt. Und das kann dann dauern. Vielleicht finden sich noch beherzte Käufer und Nemaska-Fans ;-))
0.48 CAD sollten möglich sein, falls nicht billig geschmissen wird. Die 5.000 im Bid wurden bis jetzt nicht bedient.

RT jetzt 0.48 CAD. Prima!

Nur noch 3.000 zu 0.48 CAD

... waren immerhin gut für fast 20% plus.
Ich seh's 'mal von der positiven Seite!

finde ich die Taxierung in FFM schon etwas gewagt. Scheint als wäre der Market Maker auch Nemaska Fan und erhofft sich auch den Ausbruch. ;)  

Nemaska Announces Updated Resource Estimate on Whabouchi
25 MT Measured and Indicated In-Pit Resource

Jun. 7, 2011 (Marketwire Canada) --

QUEBEC CITY, QUEBEC --

NOT FOR DISTRIBUTION IN UNITED STATES.

Nemaska Exploration Inc. («Nemaska» or the «Corporation») (TSX VENTURE:NMX)(OTCBB:NMKEF)(FRANKFURT:NOT) is pleased to announce that an updated National Instrument (NI) 43-101 compliant mineral resource estimate has been completed by André Laferrière , M.Sc. P.Geo., of SGS Canada Inc. – Geostat ("SGS Geostat"). The mineral resource was estimated inside an optimized pit shell with the software Whittle using all the categories of resources. The interpolated blocks of the block model located below the optimised pit shell are not included in the mineral resources.

2011 Mineral Resource Estimate (In-pit) - Whabouchi Project

Resources Categories Tonnes* Li 2 O Grade (%) Be Grade (ppm)
Measured                    11,291,000     1.58                147
Indicated                    13,787,000        1.51                    134

Measured + Indicated 25,078,000 1.54                    140

Inferred                     4,401,000        1.51                      136


The mineral resources have been estimated using the Canadian Institute of Mining, Metallurgy and Petroleum ("CIM") Definitions Standards for mineral resources in accordance with National Instrument 43-101 - Standards of Disclosure for Mineral Projects. Mineral resources which are not mineral reserves do not have demonstrated economic viability. Inferred mineral resources are exclusive of the measured and indicated resources. In-pit cut-off grade is 0.4% Li2O. Bulk density of 2.70 t/m3 used. Effective date June 6, 2011. * Rounded to the nearest thousand.

Click here for a long section view with pit outline: http://media3.marketwire.com/docs/Fig1_long_section.pdf.

"The revised resource estimate puts Whabouchi as the largest measured resource of spodumene in the world," commented Guy Bourassa, President and CEO of Nemaska. "With 25 million tonnes in the measured and indicated categories we now have a potential of 25 years of resources to mine. By upgrading the resource into the M&I categories we have demonstrated increased confidence in the estimate and we are now proceeding to the feasibility stage. This study is due for completion in the fall of this year."

The mineral resources were estimated based on the following geological and resource block modeling parameters:

   The cut-off grade of the mineral resources is 0.4% Li2O.

   Mineral resources were evaluated from the diamond drill holes and channels analytical results completed by Nemaska since 2009. Historical drill holes and channels were not used for the current mineral resources estimates. A total of 460 drill holes/channels and 8,983 assays were used for the mineral resources model.

   The mineral resources estimate was done using a 3-D Modeling and Block Model Interpolation Methodology with Inverse Distance Square. The block model was defined by block size of 5m long by 3m wide by 5m thick and covers a strike length of 1,315m to a maximal depth of 520m below surface (from top of hill). The final mineral resources which are located inside the optimised pit reach 350m below surface (maximum depth of optimised pit).
 
The interpolation was conducted on composite assays of 2m in length. The mineral resources were modeled and estimated using the software SectCad version 5.5.26.

Based on the Memorandum received from Geostat, dated June 6, 2011. The complete report will be filed by SGS Geostat on SEDAR within the next 45 days. The technical information in this press release has been reviewed by Andre Laferriere, M. Sc. P. Geo Qualified Person as defined in National instrument 43-101.  

http://www.stockhouse.com/tools/...Fsymbol%3DV.NMX%26newsid%3D8199577

So habe jetzt für jede Nemaska Aktie 0,05 shares von monarques res. eingebucht bekommen. sind nicht in Deutschland gelistet.
Auf die angekündigte Auszahlung von 0,02$ pro nemaska share warte ich noch...

Nemaska ist jetzt ein reines Lithium unternehmen und man kann sich ganz dem Whabouchi Projekt widmen.
Die Resourcenerhöhung ist ja ziemlich verpufft. Spätestens mit der DFS die im Herbst veröffentlicht werden soll müsste hier wieder Bewegung reinkommen..

gruß black.jack  

02.07.11

World’s largest lithium producer Argentina said it will consider creating an OPEC model cartel on the metal.

According to country’s Ministry of Science and Technology, Argentina, Bolivia and Chile will control the lithium market in near future and together could do it with a sort of OPEC-like arrangement.

Increased production of lithium in Argentina was marked by the opening of lithium mine in northwestern Jujuy province in late 2010. Currently lithium production in Argentina has increased from 36.000 metric tons to 38.000 metric tons after the government opened Olaroz mines.

The three countries, which Forbes magazine calls the “Saudi Arabia of lithium,” would establish “control mechanisms for the sale of lithium carbonate, avoiding the lower prices that come with overproduction.

Salta, along with the northern provinces of Jujuy and Catamarca, contain Argentina's largest lithium deposits.

Argentina has about 10 percent of the world's reserves, after Chile, with 25 percent in Atacama, in the north of the country, and Bolivia, which holds about half the world's supply in Uyuni, the world's largest salt flat.

Sales of lithium by Chile, on the other hand, represent 44 percent of worldwide revenue, followed by Australia, with 25 percent, China with 13 percent and Argentina with 11 percent.

A ton of lithium, worth $2,500 in 2004, now sells for around $6,000.

While lithium is also used for cell phone and computer batteries, experts expect its greatest use will be in electric cars.

Last year Bolivia announced a $900 million investment for lithium in three phases: production of lithium carbonate, then metallic lithium and finally, after 2014, lithium batteries.

In Argentina, Sales Jujuy, which belongs to the Australian company Orocobre and is associated with automaker Toyota, just received the go-ahead to mine lithium and potassium.

Several other companies are exploring Argentina's lithium-mining areas, including the Canadian Lithium Americas, the Australian Ady Resources and the French company Bollore et Eramet.

www.commodityonline.com/news/...odel-cartel-on-lithium-40467-3-1.html

 

So langsam wird die Bewertung lächerlich.
Outstanding shares 73,804,674 (ohne Warrents und Options) * Schlusskurs von gestern 0,37$Ca ergibt ne MarketCap von 27,307,729$Ca.
Darin enthalten 15,064,455 escrow shares von MQR. Bei einem aktuellen Kurs von 0,29$ ist der Wert dieses Anteils auf ~4,3 Millionen $Ca beziffert.

Bleibt eine Bewertung für NMX von aktuell ~23.000.000$Ca.
Das Whabouchi Projekt weißt nach dem Update eine measured und indicated In Pit Resource von ~25.000.000t a 1,54% Li2o grade auf!!
Wenn alles nach Plan läuft kommt im Q4 diesen Jahres die FFS. In weniger als einem Jahr von der PEA zur FFS!! Und was macht der Aktienkurs?
Laut aktueller Präsentation will man bereits in 2012 das erste spodumene concentrate produziert werden (Testproduktion).

Übersehen wir hier was?

Also ich werde mich wohl mal wieder in Frankfurt auf die Lauer legen. Mit einem evnt Nachkauf würde ich für den ersten Umsatz auf deutschem Parkett seit über einem Monat sorgen.

gruß black.jack  

Auf der Suche nach möglichen Gründen für die akuelle Kursschwäche von nemaska, habe ich mir mal ein paar charts von anderen lithium unternehmen angeguckt (Galaxy Res, Rock Tech, Rodina)
Mir fehlt zwar die Zeit mich mit den Unternehmen genauer auseinander zusetzten, doch es scheint als ob nemaska nicht das einzige lithium unternehmen sei bei dem der kurs die fundamentale entwicklung nicht widerspiegelt.
Eins steht fest: 2011 war (bist jetzt) kein gutes Jahr für Aktionäre die auf Lithium Werte gesetzt haben. Doch das sollte sich hoffentlich bald ändern.

Die Preise von Spodumene concentrate und lithium carbonate werden durch verhandlungen zwischen Hersteller und Abnehmenr festgelegt. Es ist deshalb schwierig an die aktuellen Preise zu kommen.
Habe aber etwas interessantes zu den Preisen auf der Seite von Galaxy Res. gefunden.
in der präsentation von galaxy ( http://www.galaxylithium.com.au/documents/...pConferenceFinal_000.pdf ) kann man sich auf Seite 13 die historischen preise für lithium carbonate angucken + einen "forecast" von roskill.
Der Preis von spodumence concentrate folgt ( lt. http://www.orocobre.com.au/Lithium_Market.htm ) dem trend von lithium carbonate. aber natürlich auf einem billigeren level.
Hier eine meldung aus dem juni ( http://www.galaxylithium.com.au/documents/...yChemetall110617_000.pdf )
wonach Chemetall die preise für seine lithium produkte um 20% anhebt.
Denke es deutet alles auf "baldige" neue höchststände bei den preisen für lithium carbonate und spodumence hin. Und die nachfrage wird durch viele neue anwendungen weiter steigen..

Ich bin zuversichtlich das wir in Q2 2013 wenn nemaska die kommerzielle produktion aufnehmen will, höhere preise sehen als z.b. die $280/tonne (FOB Plant) of 6% Li2O spodumene concentrate) die in der PEA angesetzt sind. Bin mal gespannt mit welchen Preisen bei der FFS gerechnet wird..

gruß black.jack