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Samstag, 10. Dezember 2016

Silberminen-Produktion: Aufteilung nach Metallherkunft

Nach wie vor kommen mehr als 2/3 der Silberminen-Produktion nicht von primären Silberlagerstätten, sondern werden als Beiprodukte in Basismetall- und Goldminen gefördert:

Quelle: GFMS, Thomas Reuters

Black Sea Copper & Gold: Coverage von HRA Advisories

Informatives Coverage zu Junior Black Sea Copper & Gold (V.BLS) vom erfahrenen Branchenexperten Eric Coffin:

Black Sea Copper & Gold
Initiated in HRA's Special Delivery Alert Service #641 @ $0.22

Black Sea Copper & Gold (BLS) was added to the HRA list for its focus on one of the most successful exploration addresses in recent years; the Western Tethyan Metallogenic Belt that stretches through southeastern Europe and Turkey. Recent major discoveries, including Reservoir Minerals (now Nevsun’s) Timok and Mariana Resources’ Hot Maden are both located within this prolific stretch of geology. Given HRA’s experience with both of those projects it’s not surprising I’d be interested in any company working the area.
While BLS only recently went public it’s not a newcomer to the belt. Black Sea has been at work in the region for four years, most of that time spent carrying out regional programs and building up local staff and contacts with project owners, government departments and sub-contractors that will help carry out ongoing programs. Black Sea has current concession holdings in Bulgaria with additional applications in process in Bulgaria, Romania and in Serbia. Additionally, it has signed an option agreement to earn up to 100% in a project in Turkey. The company’s focus is on large scale early stage targets with either copper-gold porphyry or epithermal gold potential, or both. 
Management’s preference is to take projects to and through initial drill testing. This is the high impact end of the exploration business. Given the relatively modest costs of initial investigation and concession acquisition so far, it makes more sense for BLS to go this route. Large scale targets have the potential to add value very rapidly if early stage drilling succeeds.
Competition is heating up in the region. Expect BLS to be coy about new projects until it has them nailed down but I know there are several applications in the works on areas that sound quite interesting, in addition to the projects outlined below. Crews are active in several areas defining and upgrading drill targets. If all goes according to plan BLS should be drill testing two to four target areas in H1 2017. Recently completed financings should be sufficient for targeting and drill testing on at least a couple of projects. - Eric Coffin, HRA Advisories
I’ve long considered the Tethyan belt one of the best exploration addresses on the globe. It has generated some of the best copper gold discoveries in recent memory. It’s also the home to a number of operating or recently depleted deposits that actually deserve the moniker “world class”.
I’m always prepared to look at a deal exploring the region. Although Black Sea has only been a listed company for two months it was relatively early in some of the areas it’s focused on. 
There wasn’t much competition through the bear market but that is changing now with several companies getting aggressive about staking.
The main reason for the timing of this review is to give those of you who like the story plenty of time to accumulate it. The effective share float, taking the hold period on the recent placement into account, is actually far smaller than the “official” one shown on the previous page. Acquiring a positon of any size will take some patience so I’m laying out the story well in advance of drilling.
Because of that competition I expect Black Sea to keep quiet about areas it hasn’t been fully granted concessions for. That process takes time. I’ve looked at several areas BLS is active and in the process of submitting concessions for. Several look as good or better than the projects discussed below. I’m not concerned about Black Sea running out of targets any time soon.
There are crews in the field in a couple of different areas that will be generating targeting news. Ground work, airborne geophysics and probably ground IP surveys will be used in concert to generate targets for drilling next year. We may not see drilling until Q2 though management will speed things up as much as they can.
It’s important to understand that this region is still opening up. As a company recognized as active in the area, Black Sea is getting approached from locals in several countries that have projects to sell. Management is reviewing multiple project submissions. It’s entirely possible Black Sea’s focus projects will be ones even they don’t know about yet.
HRA Special Delivery Alert and the HRA Journal are independent publications produced and distributed by Stockwork Consulting Ltd., which is committed to providing timely and factual analysis of junior mining and other venture capital companies.


Black Sea Copper & Gold startet Exploration auf Alankoy in der Türkei und nimmt Tookie Angus in den Vorstand auf

Gleich zwei positive Nachrichten gab es bei Juniorfirma Black Sea Copper & Gold (V.BLS) in den letzten Tagen.

Zunächst beginnt Black Sea das 1. Explorationsprogramms auf dem Alankoy-Projekt in der Türkei (NR). Die aussichtsreichen Gold- und Kupferliegenschaften waren zuvor im Besitz von Eurasian Minerals. Black Sea wird eine intensive, geologische Kartierung vornehmen, Gesteinsproben entnehmen und geophysikalische Bodenuntersuchungen durchführen. Mit diesen gewöhnlichen Vorbereitungsprogrammen soll der Weg für ein zukünftiges Bohrprogramm gelegt werden.

Das Alankoy-Projekt befindet sich in einem aktiven Rohstoffbezirk. In der Nachbarschaft sind u.a. Alamos Gold und Pilot Gold / Teck Resources tätig.

Außerdem verstärkt der Explorer sein Vorstandsteam mit einem sehr kompetenten und erfolgreichen Manager, der in der Rohstoffszene eine hohe Reputation besitzt. Black Sea gibt nämlich die Aufnahme von Tookie Angus bekannt (NR), der sich u.a. in Führungsrollen bei Nevsun, Ventana Gold (Übernahme durch AUX), First Quantum, Canico und Wildcat Silver (Arizona Mining) profilieren konnte.

Werfen Sie auch einen Blick in die informative, neue Firmen-Präsentation


Black Sea Copper & Gold schließt Übernahme ab und startet an der TSX-Venture

Die neue Junior-Firma Black Sea Copper & Gold hat erfolgreich die Übernahmetransaktion von Alternative Earth Resources abgeschlossen. Seit ein paar Tagen ist die neue Aktie an der TSX-Venture unter dem Symbol "BLS" gelistet. Black Sea besitzt ein sehr erfahrenes Management-Team und hat sich ein umfassendes Portfolio an aussichtsreichen Kupfer- und Goldprojekten in Osteuropa gesichert..

Ronald Stöferle: "Silver Price Will Profit from Rising Inflation up to 25$ in 2017"

Das Video-Interview wurde auf der Mines & Money Konferenz in London aufgenommen:

Freitag, 9. Dezember 2016

Donnerstag, 8. Dezember 2016

Gold- & Silberminen, GDXJ: Fundamental-Kennziffern im 3. Quartal 2016

Informative Übersicht über die Q3-Entwicklung von ein paar ausgewählten, fundamentalen und operativen Kennziffern bei den kleinen bis mittelgroßen Gold- und Silberproduzenten im GDXJ  - credit to ZealLLC:


Hausse setzt sich fort: Eisenerz markiert neues Mehrjahreshoch

Die Rally bei den Basis-Rohstoffen geht in die nächste Runde. Beim Eisenerzpreis wurde nun die markante Marke von 80 USD pro Tonne zurückerobert. Die Kassen bei BHP, Rio Tinto und Co. klingeln:

Iron ore price surges to 27-month high

The import price of 62% Fe content ore at the port of Tianjin raced 4.8% higher to $82.40 per dry metric tonne on Wednesday..



Gold- & Silberminen, GDX: Fundamental-Kennziffern im 3. Quartal 2016

Informative Übersicht über die Q3-Entwicklung einiger fundamentalen und operativen Kennziffern bei den großen Gold- und Silberproduzenten im GDX  - credit to ZealLLC:


Mittwoch, 7. Dezember 2016

Aktienanalyse: Mining Stock Of The Week - Freeport McMoRan Inc.

Credit to Florian GrummesSeeking Alpha:

Mining Stock Of The Week - Freeport McMoRan Inc.

  • New 52-week highs in November 2016.
  • Mr. Icahn´s pressure is making Freeport a better company step by step.
  • Taking some gains off the table or a tight stop makes sense.

In this weekly update I am going to present interesting opportunities in the commodity and precious metals sector. Today I am going to take a look at Freeport-McMoRan Inc. (NYSE:FCX)..


Quelle: Midas Touch

Chinesisch-koreanische Investoren-Gruppe plant Gigafabrik für Lithium-Ionen-Batterien in Chile

Sehr spannende News und Entwicklungen im Lithium-Sektor in Chile:

Chinese-Korean group to build $2 billion lithium batteries plant in Chile

Chinese and Korean investors are said to be in advanced talks with the Chilean government to open up a $2 billion mega-lithium batteries plant in the country’s north, known for its vast salt flats under which experts say there is enough of the commodity to supply the world for decades..

Chile contains half of the world’s most “economically extractable” reserves of lithium. (Image courtesy of University of Chile)

Richtungsweisendes Rebranding: Brazil Resources ändert Namen in GoldMining

Die ehemalige Junior-Firma Brazil Resources verkündet heute den Abschluss der Namensänderung in GoldMining. Im Hinblick auf die Lokalisierung der Hauptprojekte in Alaska, Kolumbien und Brasilien ist dieser Schritt mehr als sinnvoll und wurde schon länger erwartet. Zusätzlich wird das Ticker-Symbol an der kanadischen Börse TSX-Venture in "GOLD" geändert, was seinen Reiz hat. Zum ersten Mal in der kanadischen Börsenhistorie wurde dieses Symbol vergeben.



  • Name change to "GoldMining Inc." 
  • Common shares to trade under new symbol "GOLD" on the TSX-V and "GLDLF" on the OTCQX
  • With over $21 million cash on hand and no debt, the Company will aggressively execute its business plan to acquire and advance top-tier gold assets in the current depressed gold market environment

Vancouver, British Columbia – December 5, 2016 – Brazil Resources Inc. (the "Company" or "Brazil Resources") (TSX-V: BRI; OTCQX: BRIZF) is pleased to announce that its board of directors has approved a change of its name to "GoldMining Inc.", effective December 6, 2016, in order to better reflect its existing business. The Company also announces that it will concurrently complete a continuation (the "Continuation") under the Canada Business Corporations Act (the "CBCA").

Chairman of the Board, Amir Adnani, stated: "We are pleased to change the name of the Company to GoldMining Inc. to better reflect our diversified project portfolio and strategy to build a leading gold acquisition and development company throughout the Americas. With more than $21 million cash on hand – and now, a name that better reflects our Company's objectives – we plan to continue our exceptional growth with additional low-cost acquisitions of high quality gold projects, to build value throughout this period of a weak gold price environment."

The Company's common shares are expected to commence trading on the TSX Venture Exchange (the "TSX-V") under the new symbol "GOLD" and on the OTCQX International market (the "OTCQX") under the new symbol "GLDLF" on December 7, 2016. The Company expects that on the same date its listed warrants will commence trading on the TSX-V under the new symbol "GOLD.WT" and on the OTCQX under the new symbol "GOLWF".

In connection with the Continuation, the Company will adopt new Articles and By-Laws under the CBCA, copies of which are available under the Company's profile at . The new By-Laws include, among other things, advance notice provisions whereby a shareholder seeking to nominate a candidate for a board seat must provide timely notice in proper form to the Company in advance of meetings of shareholders where directors are to be elected.

The Continuation, including the adoption of new Articles and By-Laws, and related matters were approved by shareholders of the Company at its annual general and special meeting held on November 23, 2016.

The CUSIP numbers assigned to the Company's common shares and listed warrants under its new name will be 38149E101 and 38149E119, respectively. No action will be required by existing shareholders or holders of warrants with respect to the name change or the Continuation. Certificates representing common shares and warrants of Brazil Resources will not be affected by the name change or the Continuation and will not need to be exchanged. The Company encourages any shareholder or warrantholder concerns in this regard to be directed to such person's broker or agent.

About GoldMining Inc./Brazil Resources Inc.

The Company is a public mineral exploration company with a focus on the acquisition, exploration and development of projects in Colombia, United States, Brazil, Canada and other regions of the Americas. Brazil Resources is advancing its Titiribi Gold-Copper Project in Colombia, its Whistler Gold-Copper Project in central Alaska, United States, its Cachoeira and São Jorge Gold Projects in northeastern Brazil and its Rea Uranium Project in the western Athabasca Basin in northeast Alberta, Canada.



Brazil Resources verbessert solide Finanzlage, Rodman & Renshaw erhöht Kursziel

Die Analysten von Rodman & Renshaw sehen weiterhin großes Performance-Potential bei Gold- & Uran-Junior Brazil Resources (V.BRI). Nach Abschluss der letzten Projekt-Akquisition, welche die Ressourcen-Basis auf über 22 Mio. Unzen Gold-Äquivalent erneut massiv erhöht hat, hat Brazil die starke Entwicklung des Aktienkurses für eine neue Kapitalmaßnahme ausgenutzt..

Montag, 5. Dezember 2016

OPEC: Öl-Produktion markiert neues Rekordhoch

Während der Brent-Ölpreis im Freudentaumel nach der OPEC-Entscheidung heute auf ein neues Jahreshoch steigt, markiert die Förderquote der OPEC-Staaten ein neues Allzeithoch. Nicht die erste interessante Entwicklung am heutigen Handelstag:

OPEC Oil Production Hits New All Time High As Brent Surges To 16 Month High

The greatest trick OPEC ever pulled was convincing the world to buy oil even as production kept rising to new all time highs. Case in point, just out from Reuters:
Meanwhile, oil rose to fresh 16 month highs, with Brent rising above $55 for the first time since mid-2015..


Mega-Trend: Elektroautoverkäufe vor exponentiellem Wachstum

In 2015 wurden weltweit 1,2 Mio. Elektroautos verkauft. Nach zahlreichen Prognosen inkl. einem neuen Research-Bericht der IEA könnten im Jahr 2020 mehr als 15 Mal so viele EVs auf den Markt kommen. Das exponentielle Wachstum soll am stärksten von China und Indien getrieben werden..

Quelle: IEA