will auch ne pulle rum. schniefheulwillheim
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damit euch das WE nich zu lang wird :-)))

Ryan's Notes May 11/07 Moly Prices On Another Roll Moly prices moved up another notch, with oxide sales reported in the US at $30 per lb and in Europe at $31. Consumers said they were having difficulty securing oxide for June and that traders had increased their offer prices to $32. "Oxide is incredibly tight," said one consumer. "The Chinese are not offering oxide and Western producers have no spot material." Every time it appears that the unusually large gap between oxide and FeMo is starting to narrow because of an increase in oxide prices, FeMo prices inch up higher. Last week, FeMo prices in Europe rose to $76-77 per kg. Chinese FeMo suppliers hiked their prices to $74-75 from $72-73. Some traders believe that the Chinese are sitting on unsold material, which will be released onto the market in June. Others, however, doubt that much stockpiling is taking place. "I think the Chinese are shipping a lot of material to Korea and other places in the Far East where they are obtaining good prices. There is no incentive to ship to Europe," said a trader. -------------------------------------------------- Absolut, gibt es nichts zu meckern .... die kanadischen Brokerhäuser und Analysten werden wahrscheinlich immer noch die Zahlen durchrechnen .... dürfte nächste Woche auch aus diesem Bereich wieder etwas kommen ... -------------------------------------------------- und noch ein Interview mit Sprott And in the emerging molybdenum space, Eric Sprott founded Sprott Molybdenum Participation Corp. (TSX:MLY) in order to give investors a way to play what he calls "the energy metal." "We were initially involved in uranium," he tells Wall Street Reporter senior analyst Killian Brandon. "I draw an analogy between what happened to uranium and what could happen to molybdenum. We should start a fund where we can use our expertise in selecting the cream of the crop in molybdenum." In particular, he discusses the following topics in the exclusive WSR interview: -- The circumstances surrounding the new participation vehicle and its massively oversubscribed debut, which raised CDN$190 million but received another CDN$510 million in investor interest. -- Initial placements in such molybdenum companies as Blue Pearl Mining Ltd. (TSX:BLE), Roca Mines Inc. (TSX-V:ROK), Mercator Minerals Ltd. (TSX:ML), Idaho General Mines Inc. (ASX:GMO), and Moly Mines Ltd. (ASX:MOL), as well as a significant allocation to the metal itself. -- Molybdenum's role as "the energy metal," with critical applications in the sector ranging from pipeline and drilling to nuclear power plant containment. -- How he's drawing on a substantial body of specialized expertise, including noted molybdenum commentator Denis Battrum. "One of the reasons we created the fund was that it is difficult for most people to imagine they would know a lot about molybdenum," he says. "We have dedicated lots of time and personnel to the study of it." -- Supply and demand factors surrounding the molybdenum market. "Molybdenum is not unlike a lot of other metals," Mr. Sprott tells Wall Street Reporter. "We've all witnessed nickel inventories going down and prices going up, and copper inventories going down and prices going up. The same is occurring with lead and zinc. What we can't see with molybdenum is the inventories going down." About Wall Street Reporter Wall Street Reporter (Est. 1843) helps smart investors connect with exciting companies, through our website, magazines, and conferences. We're probably best known for our exclusive interviews with industry-leading CEOs and the world's top investment experts. Wall Street Reporter produces in-depth, unbiased, unfiltered interviews that deliver a first-hand, straight-from-the-source perspective. This enables our audience to make intelligent and informed investment decisions. About Sur American Gold Corp. Sur American Gold Corporation ("SUR") is a leading Canadian exploration company with major copper gold porphyry projects and gold silver projects in the Philippines and Colombia. In the Philippines, the company is focusing its exploration activities in two locations -- in Compostela Valley Province, the prolific Eastern Mindanao Magmatic Arc, at its Tagpura-Kalamatan Copper Gold Porphyry Belt, the newly discovered Cadan Copper Gold Porphyry Target and the Batoto Gold project, and in South Central Mindanao at its T'Boli Gold-Silver project. Exploration in the Philippines commenced in mid-2003, and the results of this work are now beginning to demonstrate the high potential of these projects. Sur's T'Boli Gold Silver project has a National Policy 43-101 compliant Inferred Resource of 2,400,000 tonnes grading 5.5 g/t gold and 21 g/t silver, for 420,000 contained ounces of gold and 1,600,000 ounces of silver. The T'Boli Gold and Silver Resource estimation also conforms to the Australian Joint Ore Reserve Code ("JORC"). Sur's Tagpura Kalamtan Copper Gold Porphyry Project has a Philippine Historic Reserve of 75.6m tonnes of copper at 0.44%, gold at 0.5 g/t and silver at 4.0 g/t. In Colombia, Sur's principal projects are "Mina Rica" and "Gavia" both epithermal gold-silver projects located in the highly prospective Western Cordillera where the 'Marmato Gold-Silver Project' consisting of a very large (+100mt) system of veins that have been mined since the mid 1500s.SUR's shares trade on the TSX Venture Exchange in Canada under the symbol of SUR.V. About Sprott Molybdenum Participation Corp. The corporation is an investment holding company created to invest in molybdenum assets. The primary investment objective of the corporation is to achieve capital appreciation by investing in securities of private and public companies that explore for, mine, and/or process molybdenum and by investing in, holding, selling, and otherwise transacting in all commercial forms of molybdenum. It is not an investment strategy of the corporation to actively speculate with regards to short-term changes in molybdenum prices. The corporation's investment mandate will provide investors with several benefits. It will provide investors with the opportunity to invest in commercial forms of molybdenum, which is currently unavailable through an exchange. In addition, it will provide investors with a diversified portfolio of securities of private and public companies that explore for, mine, and/or process molybdenum.
Hier noch ein Link zu dem gestrigen Interview mit Ian bei bnn.com .... ganz interessant, vor allem der Gesichtsausdruck von Ian.
www.bnn.ca/servlet/HTMLTemplate/!robVideo/...051180-clip2/h/220asf///

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| Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
| 102 | 22.072 | Thompson Creek Metals (Blue Pearl Mng) | CaptainSparrow | proxima | 24.04.21 22:58 | |
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| 6 | 745 | TCM | Frank012 | Frank012 | 21.10.10 08:49 |