ATPG: vroeg of laat gaat het gebeuren..........

Koptekst verwijderd wegens copyrights.
Draadje is verder normaal leesbaar.

DryShips: van 150 naar 5 USD

DryShips: A Hidden Gem by: Michael Bryant
December 06, 2010 | about: DRYS
Dryships (DRYS) 3rd quarter earnings:
Consensus: $0.25 a share on revenue of $216.92 million
3rd Quarter Profit was $49 million, or 0.18 a share, up
from $31.4 million, or 0.11 a share, a year ago. On an adjusted basis, the company earned 0.38 a share. Revenue was $225.5 million, up from $222.2 million.
Therefore, DRYS beat on earnings and revenue.
But more importantly, the deepwater drilling segment may have just started to pay off. On November 11th, it reported signing its second order. More may be on the way. As oil becomes less abundant on land, oil majors are turning to deepwater oil fields. Petrobras (PBR) found a massive deepwater oil field off the coast of Brazil a few years ago. To drill in deepwater takes special ships and equipment to do.
And the ships take a very long time to build. Therefore, Dryship’s deepwater drilling segment has an advantage. As demand grows, more contracts should come.
Dryships has proposed spinning off its drill unit for a long time. It has already proposed a $500 private offering. But when its public offering does happen, Dryships’ shareholders should get these spin-off shares on the cheap. At about $5.86 a share, how much is the drill unit worth? The first contract was $160 million. The second contract was $77 million. So that is $237 million there. From the private
offering last Friday, a 20% stake in the drill unit is estimated at $500 million. So 100% of the drill unit is supposedly worth $2.5 billion. That is well over the company’s market cap of $1.82 billion. From this, clearly the shares are undervalued.
But Dryships still has its main business, shipping everything from coal to grain to iron ore. As the global economy expands, shipping of dry bulk materials will become more in demand. One of the main reasons the stock fell from $150 a share to $1 a share was because the Baltic Dry Index plunged 96%. Though the stock has recovered some, it still has more to run. And most of the company’s ships are now on a
long term contract which makes the stock less vulnerable to fluctuations in the Baltic Dry Index. Thus, shipping rates are mainly fixed for the near future. The main business has to be worth more than $0. Just the ships have value.
A forward P/E of 5 and a price to book of 0.55 (according to Yahoo Finance) tells me that the shares are still cheap. Plus, the market cap is about one-third of the enterprise value. Thus, theoretically, the company is selling for one-third of its value.
6-12-2010 DryShips: A Hidden Gem -
seekingalpha.com/…/240185-dryships… 1/2
Disclosure: I am Long DRYS.
--------------------------------------------------------------------------------
DryShips is spotgoedkoop en biedt grote kansen naar boven; een echt contraire aandeel.

Mooie tips voor 2011

#
vr 03 dec 2010, 15:56
VEB-econoom tipt aandeel BP voor 2011
door onze redactie
Het door de olieramp zwaar getroffen Britse olieconcern BP kan volgend jaar een mooie inhaalslag maken. Dat stelt Patrick Beijersbergen, hoofdeconoom bij beleggingsclub VEB in de nieuwste uitgave van VEB Beleggingstips 2011. Wouter Weijand, fondsmanager van BNP Parisbas, gaf in de afgelopen 12 maanden de best renderende aandelentips.

De beurskoers van BP halveerde in de nasleep van de olieramp in de Golf van Mexico op 20 april 2010, waarbij miljoenen liters olie in zee stroomden door een explosie op een boorplatform. Het Britse bedrijf zette onder dwang van de Amerikaanse president Obama een fonds op ter waarde van €20 miljard om schadeclaims te compenseren. Volgens Beijersbergen is al het slechte nieuws nu wel in het aandeel verwerkt. Vanwege de jaarlijkse operationele kasstroom van tientallen miljarden dollars is het in zijn ogen ook niet ondenkbaar dat BP al weer snel dividend gaat uitkeren. Daarnaast wijst hij op de zeer solide balans van het olieconcern.
Weijand behaalde in de afgelopen 12 maanden met zijn drie tips een totaal rendement van 56,5% en versloeg daarmee Beijersbergen met een klein verschil. Vooral de Taiwanse St. Shine Optical was een lucratieve belegging. De waarde van de lenzenfabrikant verdubbelde ruimschoots in de waarde. Ook het Canadese oliebedrijf Provident was een schot in de roos met een winst van 68%. De keuze voor bouwbedrijf Bam was wat minder gelukkig. Het bouwaandeel leverde een negatief rendement op van 22%.
Voor de komende twaalf maanden gaat zijn voorkeur onder meer uit naar het Amerikaanse levensmiddelenconcern Sara Lee, bekend van de koffiemerken Douwe Egberts en Senseo. Het bedrijf slankte onlangs af door de verkoop van Ambi Pur aan Procter & Gamble en diverse personal-caremerken aan Unilever. Volgens Weijand is het aandeel sterk ondergewaardeerd. Bovendien is de leiding van het bedrijf aandeelhoudersvriendelijk.
Het Zwitserse farmacieconcern Roche heeft een fors opwaarts potentieel, stelt Weijand. De balans van het bedrijf werd een paar jaar geleden aangetast door de overname van Genentech in de VS, maar hij verwacht dat Roche in 2013 weer schuldenvrij is. Ook de vrees voor de overheidsbezuinigingen is volgens hem wel in de koers verdisconteerd.
Last but not least ziet de BNP-fondsbeheerder brood in het Japanse conglomeraat Mitsubishi. Het bedrijf is actief in tachtig landen, twee derde van de winst komt uit de handel in grondstoffen, maar in Nederland is het bedrijf vooral bekend als automerk.
#

Het Xcite-draadje van Zandeman

woensdag 1 december 2010 - 6:09
@zandeman:

Het Xcite draadje maar weer eens oppakken leek me een goed idee.
We zijn bijna 2 weken verder dan de laatste posts.
Votskebeurd?
Eigenlijk nix.
De tanker keerde terug, er was een stuk pijp in het boorgat gelazerd en dat
moest er eerst uitgevist worden.
Een vertraging van een week. De olie loopt niet weg.
Volgens een PB wordt de flowtest nu in de 1e week van December uitgevoerd.
Een PB met de resultaten wordt volgende week verwacht.
Door de vertraging kwam de koers af van CAD 4,5 naar 4,0.
Die kans om bij te kopen heb ik aangegrepen.
Voor 100% van mijn te beleggen vermogen erin.
Tsjakka.
Bluesky potentieel.
Als de flowtest goed is. Een kans van 99/1 schat ik.
Verder op basis van positieve bevindingen tijdens de boring en het plaatsen
van de horizontale well, alsmede de nieuwsstroom wordt nu door velen op de
BB's ingeschat dat een koers in de loop van 2011 kan oplopen tot GBP 10-15,
ofwel CAD 16-24.
De koers liep de afgelopen dagen al op tot CAD 4,67, nieuw ATH.
Tel uit uw toekomstige winst.
Verdere olie op het vuur is gisteren's PB dat men protektie tegen
ongewenste overnames heeft aangevraagd bij de beursregulatoren in Totonto.
Overnamegeruchten doen al langer de ronde.
Statoil heeft een op 6 km gelegen zwaar olieveld, Bressay, dat ze in 2014
in produktie willen nemen. Een hub in het gebied, met wellicht ook het
naastliggende Krakenveld van Mariner zou het achterliggende idee zijn.
Allemaal zware olie.
Verder zou partner in de Bentley Alliance BP kandidaat zijn, evenals de
onvermijdelijke Koreanen/Chinezen.
Koreanen betaalden onlangs USD 10/barrel in de grond voor Dana.
Het management van Xcite bestaat vnl uit oudere rakkers, waarvan verwacht
wordt dat ze zoveel mogelijk aandeelhouderswaarde willen kreeeren en dan
cashen, ipv door alle 'hassle' van Full Field Development te willen gaan.

Nou, de tijd zal het leren.
Ik hou U op de hoogte.

Zandeman

Het boelshit-draadje

Sunspots Predict 'Major Crisis' After 2013: Chartist
Published: Monday, 29 Nov 2010 | 4:27 AM ET Text Size
By: Antonia Oprita
Web Producer, CNBC.com
Sunspots are moving in direct correlation with activity in the markets and they are predicting a crisis in about three years, technical analyst Charles Nenner told CNBC Monday.
If there is a high intensity of sunspots, markets rise, if their intensity lowers, markets go down because sunspots affect people's mood, Nenner explained.
Nenner is known to be outspoken and somewhat unconventional in his views. Indeed last summer he predicted the Dow would plummet to 5,000. Nevertheless, he has a following in the investment community after he correctly predicted the top for the Dow in 2007, and has a reputation as a solid money manager.
"What (former Federal Reserve Chairman Alan) Greenspan called exuberance is just the fact that these sunspots were going up," he said. "If you really study it, (sunspot activity) is very regular."
Investors can check the NASA Web site for predictions regarding sunspot activity, Nenner added.
Markets are likely to "muddle" through until 2013 "then we will go in a major crisis based on the sunspot activity," he predicted.
Meanwhile, the euro is likely to keep depreciating against the dollar because the US economy is stronger than the euro zone's, Nenner said, adding that the European single currency was not a good idea.
"Everybody knows, but they're not telling you, that this whole European idea is going under," he said.
"What I think about politicians - and it's not going to sound nice - I think they made a major mistake creating these European markets and as long as they're in charge they're going to keep it going," Nenner added.
However, other analysts predicted that the euro will stay in place just because it would be too costly for the euro zone countries to break the monetary union.
-----------------------------------------------------------

Het anti-zwartkijkers draadje

'Volgend jaar staat de AEX boven de 400'
29 november 2010, 7:27 uur | FD.nl
Door: Carel Grol en Saskia Jonker

Aandelen zullen komend jaar sterk presteren. Door de groei in de kernlanden van de eurozone, herstel in de VS en de onstuimige expansie in voornamelijk China, zullen de beurskoersen fors oplopen. 'De AEX-index staat volgend jaar boven de 400 punten.'
Dat zeggen analisten van SNS, Rabobank, ABN Amro en Kempen. 'De koers-winstverhouding van veel aandelen ligt nu 10% tot 15% te laag', zegt David Tailleur van Rabobank. Rabo verwacht dat de AEX 'ergens' volgend jaar boven de 400 punten staat. SNS is nog iets specifieker en houdt het op 425 punten eind volgend jaar.
Ook internationaal vindt het optimisme ruime weerklank. Volgens RBS zal '2011 een goed jaar worden voor aandelen'. J.P.Morgan Asset Management noemt aandelen laag gewaardeerd ten opzichte van obligaties. Volgens de Amerikaanse zakenbank is de tweede ronde van kwantitatieve verruiming een 'omslagpunt' voor de aandelenbeurs.
De beurs kan een opleving goed gebruiken. Dit jaar beweegt de AEX-index al maanden in een minimale bandbreedte. 'Daarmee is 2010 een klassiek overgangsjaar', aldus Tailleur van Rabobank.
Analisten zijn onder meer positief over de beurs omdat de balansen van bedrijven sterk zijn. Er is fors gesneden in de kosten, waardoor bedrijven meer winst maken. Zo rekent RBS op een gemiddelde winststijging van 22% in 2011. De Europese schuldenproblemen zullen volgens deze bank volgend jaar geen diepgaande invloed hebben op het mondiale rendement.
Alle banken verwachten verder een toename van fusies en overnames, die een impuls zal zijn voor de beurskoersen. In de VS zijn de eerste miljardenovernames geweest, Amsterdam kent de strijd om kabelfabrikant Draka.

Copyright (c) 2010 Het Financieele Dagblad
------------------------------------------------------------------------------

Lach om de grap die technische analyse heet

Lach om de grap die technische analyse heet

Dit is de druppel. Ik doe er niet meer aan mee. De keizer heeft geen kleren aan. Technische analyse (TA) heeft de belegger niets te bieden - behalve dan veel onrust en angst.
Eind vorige week was het weer raak. Een Amerikaanse analist schreef in zijn nieuwsbrief over het 'Hindenberg Omen, het meest gevreesde technische patroon'. De hel-en-verdoemeniswebsite Zerohedge nam het verhaal over.
Zakenzender CNBC wijdde er zendtijd aan. Beleggers schoten in de stress.
Nu is het 'Hindenberg Omen' niet alleen het meest gevreesde, maar ongetwijfeld ook het meest mallotige patroon. Het gaat om een idiote potpourri van indicatoren, koersgemiddelden en 52-weeksmaxima, die samen een krach op de aandelenbeurs zouden voorspellen.
Vergelijk het met logica van de voetbalcommentator die vlak voor de wedstrijd zenuwachtig vaststelt dat de laatste keer dat Oranje op een belangrijk toernooi, in het thuistenue, met een linksbenige rechtsbuiten en een oud-international als trainer, tegen een Iberische tegenstander speelde, heeft verloren.
Ik geloof niet in het Hindenberg Omen. Net zomin als ik iets heb met de simpeler schijnwaarheden van de technisch analist. Opwaarts doorbroken trendlijnen, weerstanden, dubbele bodems, head and shoulders, fibonaccireeksen, kieper de hele goocheldoos in de vuilnisbak.
Werkt het dan niet? Nee, het werkt niet. Af en toe duikt er een wetenschappelijk artikel op waaruit zou blijken dat het gebruik van een TA wel degelijk enige winst kan opleveren. Maar dat zijn uitzonderingen. Als er al structureel een winstje valt te pakken, dan weegt dat zelden op tegen de transactiekosten die bij de actieve aandelenhandel horen.
In 2003 promoveerde econometrist Gerwin Griffioen op een onderzoek waarin hij maar liefst 787 TA-indicatoren losliet op de historische koersen van Amerikaanse aandelen en de Dow Jones-index. Zijn conclusie is duidelijk: zelfs bij slechts een kwart procent transactiekosten kan ook de zogenaamd 'best presterende' TA-strategie een simpele strategie van kopen-en-houden niet verslaan. Grafiekstaren is misschien leuk als hobby, maar de belegger die liever in de tuin werkt, kan zich er beter niet druk om maken.
Patroonherkenning is nuttig op de steppe in Afrika, waar die enkele gnoe een hele kudde aankondigt.
Toch is TA bijzonder populair, zowel bij professionals als bij amateurs. De mens heeft nu eenmaal een onstilbare behoefte aan het herkennen van patronen, ook als die er niet zijn. Patroonherkenning is een nuttig kunstje op de Afrikaanse steppe, waar die enkele gnoe een hele kudde kan aankondigen. En het is handig voor de primitieve boer die in het chaotische weer een seizoenspatroon moet herkennen. Maar in de moderne wereld schieten we vaak door.
Dan verschijnt de maagd Maria op een kaastosti, klinkt de duivel in achteruit gespeelde rockmuziek, en zien we in een neerwaartse uitbraak uit een trendkanaal een dwingend verkoopsignaal.
De Amerikaanse 'neuro-econoom' Colin Camerer noemt dit de 'powerful drive towards sense-making'. 'Ons apenbrein heeft een overijverige persvoorlichter', stelt hij, 'die zeer handig verklaringen bedenkt en die een voorkeur heeft voor de meest doorwrochte uitleg.' Laat proefpersonen een onaffe tekening zien, en de hersens vullen automatisch de ontbrekende lijnen in. Laat ze muziek horen en een willekeurig knipperend licht zien, en ze rapporteren dat het licht het ritme van de muziek volgt. Onze neiging tot patroonherkenning neemt ons bij de neus.
Als we in de ruis van de beurskoersen een melodie denken te horen, als we in de chaos van de koersgrafiek een glimp van de toekomst denken te zien, dan kunnen we daar dus eigenlijk niets aan doen. Maar je tegen deze misleiding van de geest verzetten kan wel. De volgende keer dat het Hindenberg Omen verschijnt, lachen we het monster recht in zijn lelijke gezicht uit.

Mathijs Bouman is macro-econoom.
18 augustus 2010, 13:00 uur

Cotton+WesternMining: pink shit of multibagger??

Cotton & Western Mining, Inc. CWRN.PK
Press Release Source: Cotton & Western Mining, Inc. On Tuesday November 9, 2010, 9:48 am EST
HOUSTON, TX--(Marketwire - 11/09/10) - Cotton & Western Mining, Inc. (Pinksheets:CWRN - News) Robert L. Cotton, President of Cotton & Western Mining, Inc., stated today that, "the Baja Pacific raw crude iron ore mining project is in full production as of Friday, November 5th, 2010." Operator Training and Crushing equipment set-up and start-up was provided by the equipment manufacturer, crushing both through the Primary Jaw and Secondary Cone was undertaken by Pan-American Minerals Ventures, S.A. de C.V. operators with initial crushing rates higher than anticipated. The iron ore is being crushed to main production sizes of 03 to 18 millimeter Fines and secondary sizes of 0 to 03 millimeter Super Fines. The 3 by 18mm Fines will be shipped via Bulk Cargo Vessels and the 0 by 3mm Super Fines will be packed in Maxi Bags for container shipments of 8 bags maximum of 25 metric tons per 20-ft container, for Environmental Air Quality concerns and will begin before the end of November 2010. All "Guadalupe" Fines and Super Fines shall be sold on the China Seaborne Trade Spot Sales Market for the near future. All product cargo shall be shipped from the Pacific Ocean Port of Ensenada, Baja California, Mexico. A photograph of the production may be viewed on the Company's website home page.

Other News: The Ensenada Port Authority is in the process of dredging its bulk cargo dock to receive PanaMax vessels up to 75,000 Down Weight Tons (DWT). The P.A. advised CWRN and PanAm both on Monday that the dredging project would be completed before the end of December 2010. The company will still make its first shipment via Handy cargo vessel at 30/35,000 DWT; However, beginning in January 2011 all bulk cargo shipments will be made via PanaMax at one or two shipments per month.

http://investorshub.advfn.com/boards/board.aspx?board_id=5865

Agfa-Gevaert: een spotkoopje op 3,80

Winst Agfa-Gevaert verviervoudigt in derde kwartaal
24 november 2010, 9:00 uur | FD.nl
Agfa-Gevaert, de Belgische fabrikant van beeldtechnologieproducten, heeft in het derde kwartaal een nettowinst geboekt van € 16 mln. Dat is vier maal zoveel als een jaar eerder.

Dat maakte het bedrijf uit het Belgische Mortel woensdag bekend.
Analisten van persbureau Bloomberg hadden gerekend op een winst van ruim € 19 mln.

Omzetstijging
De omzet van Agfa-Gevaert, dat beeldsystemen aan ziekenhuizen en printers aan uitgevers en kranten levert, steeg in het derde kwartaal met 9 % tot € 742 mln.

PRIKBORD 1 (gesloten)

Hier kan iedereen z'n algemene berichten of opmerkingen kwijt.
Aangezien ik een lezer heb gehad uit Thailand, weet ik dat Zandeman mijn blog heeft gezien.
Hierbij wil ik Zandeman feliciteren met zijn grandioze aandelentip Xcite..!!
Ik heb ook een beetje hiervan geprofiteerd, zij het te laat en te weinig.

Extract Resources: de geboorte van de meest winstgevende uraniummijn ter wereld.

Extract bullish on uranium prospects

MELBOURNE, Nov 4 AAP
November 04 2010, 3:14PM
Namibia-focused explorer Extract Resources Ltd says its bullish about prospects for uranium, saying prices are firming.

"We remain confident in the medium, and long-term prospects for the uranium market," said Extract chief executive Jonathan Leslie said on Thursday.

Extract is 15 per cent owned by mining giant Rio Tinto Ltd.
"Market experts forecast a growing deficit in supply, underpinned by the projected growth in China's nuclear power program," Mr Leslie told the company's annual general meeting.

"The spot price has shown recent strength on the back of increased buying resulting from lower than expected production from some existing producers, with the long-term uranium price also showing signs of firming," he told the Perth meeting, according to notes obtained by AAP.

Mr Leslie said the company was changing the name of its Rossing South uranium deposit in Namibia to the the Husab uranium project

He said calling the deposit Rossing South could cause confusion with Rio Tinto's Rossing open cut mine, which is just six kilometres away.

"We believe our deposit and our project deserve their own name," he said.
---------------------------------------------------

Stans Energy en zware REE's

Stans Energy (RUU) could be the real winner in rare earths race
10/18/2010 5:39:30 PM | Matthew B. Smith, theinvestar.com
1637 Reads | 8 Comments
Value lays in its historic mine
This first leg up in the young and vibrant rare earth bull market has given birth to many newfound skeptics on the industry. It is our firm belief that these very skeptics are now laying the very foundation of the proverbial ‘wall of worry’, which we will next stampede over.
At this point, rather than focusing on industry-wide investing, it is our opinion that company specific events will provide the most upside, thus starting now we will begin to shed light on the most exciting and lucrative opportunities in the sector.
We have constantly stated we believe investors can use the most recent uranium bull market as a blueprint for where the rare earth bull market will take us. To further that idea, we believe that the rare earth mining industry will mirror in development to that of the uranium market only a few years back. Aside from Mountain Pass, as it stands now, we do not see anyone else actually getting into full production before 2015 in North America. In Africa we see the possibility of at least two mines getting into production before then with potentially another in Europe. Australia will have two, and Asia we think could have three.
Low cost Asia should be a cornerstone of anyone wanting to invest in near-term production not currently being fairly valued by Bay Street or Wall Street. We believe that someone will rise out of Asia much like UrAsia did during the uranium boom. Investors worried about its properties due to perceived geopolitical risks, however due to the fact it quickly got into production with low cost assets, it quickly became a billion-dollar entity.
From our extensive research, we are of the opinion that Stans Energy Corp. (TSX: V.RUU, Stock Forum) provides one of the most intriguing investing opportunities for investors. The company could have the past producing open pit Russian rare earth mine, Kutessay II, located in Kyrgyzstan, up and running in late 2012. Their mine produced REEs for the former Soviet Union with half of production being the truly valuable heavy rare earth elements (HREEs).
The company has begun some exploration efforts to further understand this extraordinary project. They will test the depth of the mineralization at the mine as the Russians never tested more than 25 meters below the bottom exploration drift, even though the deposit is widening to depth. According to Robert Mackay, CEO of Stans Energy Corp., this was due to the fact that, “they had 72 years of mine life when they started the mine based on 300,000 tons a year.” Mr. Mackay also indicated that the Kyrgyz Ministry of Resources has issued a 25-year mining license associated with the mine and it is fully permitted to re-start operations. The mine is currently the only HREE mine outside of China fully permitted for operations, thus putting the company years ahead of many of their competitors.
Stans Energy is on friendly terms with the government in Kyrgystan and has, “had nothing but positive experiences when dealing with the Kyrgyz government,” according to Mr. Mackay. The country wants new mines, foreign investment and jobs for its citizens. Also of significance the country recently held elections, which we have been informed went smoothly.
The company is testing a new zone 500 metres southwest of Kutessay II, and we believe they will find further rare earth mineralization similar to that found at the old mine. We believe that the project may contain further zones (much like the one the company has drilled) to increase resources. Investors will know for sure about further areas of exploration interest later this year as the company will be undertaking a complete geophysical survey over the 40 sq. km area of the Aktuyz Ore Field in the fall.
The exploration is certainly an exciting part of this project, however we think the real value in Stans Energy lies in the historic mine. Most of the buildings are there, along with a mill and according to Mr. Mackay, “the equipment used at KCMP is still used today in the industry and it is all titanium and stainless steel so it was overbuilt like many Soviet plants.” The company also has the metallurgical process the Soviets used to extract the rare earths, which they will use as a building block to increase their extraction rates via new technology and chemicals.
Stans Energy should also be releasing a JORC resource estimate for the Kutessay II open pit mine, which should be one of the most detailed resource estimates most investors will see in their life. Samples were gathered from the mine wall as well as from underground access points that go the length of the mineralization. Stans will know exactly what REEs are where in the mine along with detailed ore grades. When the Russians discovered this deposit, they determined it had 72 years of mine life at 300,000 tons a year. The deposit was mined for 30 years, so close to 2/3 of the deposit is left for Stans. The historical tonnage on the project was 51,500,000 kgs of REOs.
It is our opinion that the company reaches production in 2013, due to their in-place infrastructure and permits as well as location. Mr. Mackay says that the, “best case scenario would be production in late 2012,” so we are confident with our number. Further, this puts Stans Energy on track to be one of the first HREE mines to production. We believe that Stans will be one of the few REE players to reach the production threshold, and one of the first to deliver significant quantities of REEs while prices are still high for the LREEs and the easy supply contracts for HREEs are available, thus at current levels the stock is underpriced. Over the next six months shares in Stans Energy could easily approach C$1.00 per share as the story gets out regarding their near-term production profile.
We believe that the stock is poised to move significantly higher in the short-term due to the company generating significant news flow. The company should be releasing the JORC resource estimate soon, has the potential to add further deposits to the project through exploratory drilling on the seven domes they know are there due to the Russians and any further areas they may discover, and has all of the necessary licenses to get the mine up and running. Due to the tremendous groundwork the current management team has done, Stans Energy could be one of the biggest winners in this young rare earth bull market.

Disclaimer: Mr. Smith does hold a small position in Stans Energy at this time
--------------------------------------
http://www.stansenergy.com/

Het Europese 'Bakken': 100 miljard barrels onder Parijs

Paris Oil Drillers Target 100 Billion Barrels Near Brie, Wine  By Tara Patel - Oct 8, 2010 1:01 AM GMT+0200

A crude oil storage tank stands at the Vermilion Energy Trust pipeline and storage site in Vaudoy-en-Brie, near Paris. Photographer: Antoine Antoniol/Bloomberg
Patrick Monget, district head of Vermilion Energy Trust, turns a valve on a crude oil pipe at the company's pipeline and storage site in Vaudoy-en-Brie, near Paris.
Pumpjacks operate at the Vermilion Energy Trust pipeline and storage site in Vaudoy-en-Brie, near Paris.
Pierre Henry farms wheat and corn east of Paris in an area famous for its Brie cheese. The next big hit might be crude oil.
Henry’s farm, 78 kilometers (49 miles) from the French capital, sits atop what geologists call the Paris Basin, an area bordering Champagne and Chablis vineyards that struck oil in 1958. Henry leased a field to Exxon Mobil Corp. in 1985, which drilled wells that have pumped for a quarter century.
These days Vermilion Energy Inc., Toreador Resources Corp. and partner Hess Corp. are targeting a bigger prize, oil trapped in Paris Basin shale rock that was previously too hard to tap. Techniques developed to pulverize rock and release petroleum have revolutionized exploration and boosted U.S. natural gas production 20 percent since 2006. Vermilion said it has had “positive” results so far in the area.
“If the Paris Basin was in West Texas it would already be drilled and would have pretty substantial production,” Craig McKenzie, Toreador’s chief executive officer, said in a telephone interview in August.
Geology of the basin, a saucer-shaped rock formation extending over 140,000 square kilometers (34 million acres), is similar to the Bakken Shale in North America. While the Paris Basin may hold 100 billion barrels, it’s unclear how much is recoverable, according to the French Energy Ministry.
Last year, conventional oil output from wells around Paris declined to about 10,000 barrels a day, a quarter of the peak in 1988. Shale oil production around Paris may rise to about 50,000 barrels a day by 2020, according to Bernstein Research.
‘Positive Results’
New York-based Hess in May agreed to invest $120 million to help Toreador, based in Paris, search 800,000 hectares (1.97 million acres). Toreador plans a well this year about 50 kilometers away from Henry’s farm near the Napoleonic battle site of Chateau Thierry. Vermilion has over 176,000 acres and plans further tests in the region.
Toreador shares have risen 52 percent in New York trading since the agreement with Hess was announced on May 10, while Calgary-based Vermilion is up 23 percent in New York. The Morgan Stanley World/Energy index has dropped 3.1 percent.
Vermillion’s well is “clearly encouraging” for Toreador, Thomas Martin, analyst at Stifel Nicolaus who has an “overweight” rating on Toreador, wrote in a June report. The potential of shale oil production would provide “significant upside” for Toreador shares, he said. Martin declined to comment for this story.
----------------------------
http://seekingalpha.com/article/244178-toreador-resources-how-the-paris-basin-shale-oil-play-was-discovered?source=yahoo

TAG Oil gaat horizontaal boren in Nieuw Zeeland

GMP puts $225 target on TAO oil play
10/16/2010 3:28:37 PM | Peter Kennedy
4462 Reads |
“The oil is there – it’s just a matter of unlocking it ,’’ GMP analysts said in briefing.
Resource analysts at GMP Securities Europe LLP are clearly optimistic about the outlook for Tag Oil Ltd. (TSX: V.TAO, Stock Forum), a junior oil and gas firm with operations in New Zealand.
In an email to Stockhouse, GMP’s U.K. analyst Peter Nicol insisted that the investment firm has no formal rating on TAG and has not completed any official research on the company.
However, in an April 21 internal sales briefing obtained by Stockhouse, Nicol and fellow GMP analyst Toby Pierce estimated that TAG would have an un-risked value of approximately $225 per share if the company can unlock the potential of its unconventional oil shale plays on New Zealand’s North Island.
“The oil is there – it’s just a matter of unlocking it,’’ the analysts said.
On the same day (April 21), TAG revealed that GMP was leading an underwriting syndicate that aimed to raise $17.4 million from the sale of 6.7 million $2.60 units, each of which was comprised of one common share of TAG and one-half of one common share purchase warrant.
The warrants are exercisable at $3.60 each and entitle the holder to acquire one common share for a period of 18 months following completion of the offering on May 5. When the over-allotment options were taken up, proceeds of the financing reached $20 million.
After closing on Friday at $4.38, TAG shares trade in a 52-week range of $4.64 and 64 cents, giving the company a market value of $165 million, based on the 37 million shares outstanding.
Based in Vancouver, TAG is a company that specializes in extracting oil from finely-layered soft rock or mud. This kind of environment is known as fractured shales because in many areas the layers are largely shattered or ‘fractured material.’
The TAG operations are centred on New Zealand’s North Island. They are comprised of oil and gas production and exploration in the Taranaki Basin on the west side of the island, and exploration activities on the East Coast Basin on the east.
TAG has 2.2 million acres across its five permits and 490 barrels per day net of production in this area.
According to two independent engineering evaluations by Calgary firms Sproule International Ltd. and AJM Petroleum Consultants, the two basins have 14 billion barrels of original oil in place (OOIP) identified on less than 10% of the company’s land base. It is this that is attracting attention in investment industry circles.
In the April briefing, GMP’s Nicol and Pierce gave their top three reasons to own the share. They include:
Prospective acreage and billions of barrels in place in the region.
TAG’s wide varied portfolio, ranging from low risk development to higher risk exploitation and exploration.
Upcoming activity, including future drilling in the Taranaki and East Coast basins.
“On very conservative numbers, we estimate that TAG will have a core NAV (following the May financing) of roughly $1.44, which consists of approximately 74 cents in cash and proven and probable reserves/resources of roughly 77 cents,’’ the GMP analysts said, adding that these reserves are currently in production.
The analysts went on to say that their risked value per share of TAG is roughly $14.82 following the $20 million May financing. But if TAG can unleash the potential of its unconventional oil shale plays, their unrisked value per share is worth over $225, the analysts said.
Meanwhile, Kevin Shaw of Wellington West Capital Markets Inc., initiated coverage of TAG on September 20 with a speculative buy rating and a $3.80 target price.
After closing its recent financing, Shaw said the company is gearing up for sizeable work programs in the next two years in the Taranaki Basin.
“With $26 million in working capital and no debt, TAG is in a strong financial position to move forward with an initial Taranaki basin development and exploration program,’’ Shaw said.
In the three months ended June 30, 2010, TAG reported production revenue of $1.8 million, an increase from $588,818 a year earlier. Net income in the quarter was $119,439, or $0.00 per share compared to year earlier loss of $170,055 or $0.01 per share.
The company’s production revenues are generated by producing wells in the Cheal oil field in the Taranaki Basin, which produced an average of 294 barrels per day during the quarter ended June 30, 2010.
In the short term, the Taranaki basin is expected to be the primary focus for TAG as it bids to ramp up production revenue. It covers an area of about 100,000 square kilometres and remains relatively under explored, with only 125 wildcat being drilled since 1955.
TAG has already identified more than 30 initial drilling locations in Taranaki to further explore and develop its two key land permits, Shaw noted in his report.
However, analysts say the potential for the discovery of resources in the future is expected to be much greater in the East Coast Basin, where TAG has a 100% working interest in three permits covering two million acres of undeveloped land.
“Even though it is still early days for the widespread unconventional oil shales which have been identified on these permits, the East Coast basin can be compared with both the Bakken shale play in North American and the Paris Basin Liassic [in France],’’ said Shaw.

ABOUT THE AUTHOR
Peter Kennedy is a Stockhouse reporter and web content editor
++++++++++++++++++++++++++++++++++++++
http://www.tagoil.com/video_Drew-Cadenhead.htm

Tantalum, Tin en Gippsland (GIP.AX)

Abu Dabbab Tantalum
Introduction
The 44.5 million tonne Abu Dabbab tantalum-tin-feldspar deposit is located within the Central Eastern Desert in Egypt. The deposit is located about 16km inland from the western shore of the Red Sea. The deposit is covered by two Exploitation Leases (1658 & 1659) granted in the name of Tantalum Egypt JSC, a company incorporated in Egypt and owned 50% by the Egyptian Government via the Egyptian Mineral Resources Authority (EMRA) and 50% by Tantalum International Pty Ltd which is a 100% owned subsidiary of Gippsland Ltd.

Tantalum applications
Tantalum is a grey metal, classed as a refractory metal because it is resistant to chemical attack. For industrial use, its important properties are a high melting point, ductility which allows it to be drawn into wire, and malleability which allows sheets and tubes to be made. Once exposed to air, the metal is covered with a thin layer of oxide which allows it to resist fluids in the human body, and also acids and other corrosive liquids, in the chemical industry. It has a high dielectric, which makes it so valuable in capacitors for the electronics industry. Tantalum capacitors form an integral component in the production of mobile telephones, telecommunication infrastructure, laptop computers, auto-electrics plus still and video digital cameras.
Because of the metal’s resistance to corrosion it is used in chemical plant and equipment. Its high melting point (2,997°C) and low thermal coefficient of expansion make it a crucial component of jet engine turbine blades. As tantalum carbide, one of the hardest substances known to man, it is used for cutting tools.

Tantalum Market
The majority of the world’s tantalum is sold by way of long-term offtake agreements between the miner and the tantalum refiner/metal producer. Tantalum is not sold via a regulated market as is for gold, copper, zinc and tin. The global tantalum Ta2O5 market is estimated to be in the order of 5 - 7 million pounds per annum. Industry commentators suggest that the market is growing at a rate of about 7% per annum.
HC Starck GmbH, is generally considered to be the world’s leading tantalum concentrate consumer/processor followed (not in order) by Cabot Corporation (USA), Ulba OJSC (Kazakhstan), Mitsui-Kinzoku (Japan) and Ningxia Non-Ferrous Metals (China) plus various other Chinese groups.

Previous exploration
Tin-tungsten mineralisation at Abu Dabbab has been known since the 1940s but it was not explored until the early 1970s when a joint Soviet-Egyptian team, completed an extensive exploration programme. In the early 1990s the project was further explored by a joint venture between the Egyptian Government and Geominera Italiana. The previous work included 28 diamond drill holes, three adits, one crosscut, numerous trenches, surface sampling, bulk sampling and metallurgical tests. Gippsland carried out some re-sampling of the adits to verify the previous results, collected bulk samples totalling 43 tonnes which were used to conducted additional detailed metallurgical test work in Australia. Encouraged by the results of the test work, Gippsland commenced a Bankable Feasibility Study which was completed in October 2004 and updated in September 2008 by the international engineering Group Lycopodium Pty Ltd.

Geological setting
The Ta-Nb-Sn mineralisation of Abu Dabbab is represented by disseminated cassiterite and niobio-tantalite, hosted in a stock of apogranite. The apogranite at Abu Dabbab is leucocratic, holocrystalline, white grey to greenish blue and with manganese oxide spots and dendrites. It is mostly fine to medium grained and occasionally has a porphyritic texture.
The characteristic alteration processes in the apogranite are greisenisation, microclinisation, silicification and albitisation.
The shape of the host apogranite intrusion is generally ellipsoidal except in the north-western part where there is a narrow off-shoot, about 150m in length. The apogranite mass is elongate in an east-west direction with a maximum length of about 400m. Maximum width in a northeast-southwest direction is nearly 200m. The body extends about 130m above the level of the adits and has been intersected in drilling at a depth of 350m below the adits.
No significant disseminated mineralisation is present in the country rocks surrounding the intrusive mass, therefore the ore deposit limits correspond to the limits of the apogranitic body.

Resources
Abu Dabbab Mineral Resources (100g/t Ta2O5 cut-off)

Category Million Tonnes Ta2O5 (g/t) Sn grade(%)
Measured Mineral Resource
15.2
290
0.143%
Indicated Mineral Resource
17.3
250
0.078%
Inferred Mineral Resource
12
200
0.03%
Total Mineral Resource 44.5 250 0.09%
----------------------------------------

Profiteren van tekort aan tin

--------------------------------------------
BNP Paribas forecasts shortage of copper and tin
Thursday, 14 Oct 2010
Analysts from French bank BNP Paribas forecast that Global supply of copper in 2010 to 2012 will be below demand.

According to the bank’s assessment, this year the shortage will be 50,000 tonnes next year it’ll increase to 400,000 tonnes but in 2012 decrease to 150,000 tonnes. Production of refined copper this year is expected at the level of 18.75 million tonnes next year 19.45 million tonnes in 2012 20.75 million tonnes. Consumption is estimated correspondingly at 18.8 million tonnes, 19.85 million tonnes and 20.9 million tonnes.

In the world tin market shortage in the current year is expected at approximately 17,000 tonnes and in 2011, 20,000 tonnes. Production of refined tin in accordance with the bank forecast is 327,000 tonnes in 2010 and increase to 340,000 tonnes in 2011. The demand to grow from 344,000 tonnes to 360,000 tonnes correspondingly.

In the world aluminum market a balanced supply and demand situation may form by 2012 after 5 years of oversupply. Zinc excessive supply will be kept through 2010 and 2011.

(Sourced from FinMarket)
------------------------------------------

Investeren in puur lithium

Talison Lithium to Commence Trading on TSX Under Symbol "TLH"
WORLD'S LARGEST PURE LITHIUM PRODUCTION COMPANY BEGINS TRADING
Highlights
- Merged entity brings the world's largest, high quality, low cost lithium minerals producer located in Australia together with a highly prospective, large scale lithium brine exploration portfolio in Chile
- Diversified exposure to lithium chemical production from minerals and potential brines
- Major lithium supplier to the rapidly expanding Chinese market, now the largest globally
- Ability to rapidly respond to the growing demand for lithium for electric vehicle batteries
- Proceeds of $38,074,064 under Subscription Receipt private placement released from escrow to the merged entity to fund growth
- Fully funded to expand current production and accelerate lithium chemical production

Press Release Source: Talison Lithium Limited On Thursday September 23, 2010, 7:00 am EDT
TORONTO, ONTARIO--(Marketwire - Sept. 23, 2010) - Talison Lithium Limited ("Talison") (TSX:TLH - News) is pleased to announce that in connection with yesterday's completion of the plan of arrangement (the "Arrangement") between Talison and Salares Lithium Inc. ("Salares") (refer to press release dated September 22, 2010), it is anticipated that Talison ordinary shares will commence trading on the Toronto Stock Exchange under the symbol "TLH" at the open of market today.
The completion of the Arrangement and the listing of the Talison ordinary shares satisfied the conditions for release from escrow of the proceeds from Salares' previously announced private placement of 31,128,515 subscription receipts (the "Subscription Receipts"). Pursuant to the terms of the Subscription Receipt Agreement governing the terms of the Subscription Receipts, proceeds of $38,074,064 have been released from escrow to Salares and each Subscription Receipt was exchanged for 0.35587 of a Talison ordinary share. All previous security holders of Salares now hold comparable securities of Talison (or the equivalent in Talison exchangeable shares) based on the exchange ratio under the Arrangement.
Talison has now combined its' world class lithium minerals production in Australia with Salares' prospective, large scale lithium brines exploration project in Chile. The combined entity is well-funded, allowing for immediate expansion of the producing Australian operations to run in parallel with an accelerated exploration program at the 'Salares 7' brine project.
Immediate production expansions at Talison's Australian operations are required to satisfy substantial growth in lithium demand from Chinese battery producers, for whom Talison is the primary supplier. This demand has been driven by government policies encouraging alternative energy vehicles in pursuit of energy security, reduced reliance on oil imports and environmental objectives. Additional large scale production expansion is also being pursued by Talison to meet the anticipated global growth in the lithium market.

Talison now has:
-- An attractive diversified mix of lithium mineral and brine assets in
both Australia and Chile:
-- Combination of the high quality, low cost Australian based lithium
minerals production with promising lithium brines exploration
properties located in Chile;
-- Multiple actionable growth strategies, including:
-- Expansion of existing lithium mineral production capacity by over
60% (currently in progress) to support the growing Chinese battery
market;
-- Potential low cost lithium carbonate production from minerals
conversion to supply major battery producers and vehicle
manufacturers globally; and
-- Future potential lithium carbonate production from prospective
Chilean brines;
-- Access to an extensive global customer network, established over a 25-
year lithium operations history, with the leading position in the
growing Chinese battery market; and
-- Board of Directors and management team with the skills and extensive
experience in the technical and commercial aspects of project
development, production and marketing of lithium.

Yukon goud stijgt de pan uit

Op basis van dit bericht steeg Atac van ca 2 naar ca 7 CAD, bij ca CAD 7 was de beurswaarde bijna een half miljard....!!!
Het bericht was natuurlijk mooi, maar het zal nog vele jaren duren voor we weten hoeveel goud er zit en of er ooit een mijn komt.

++++++++++++++++++++++++++++++++++++++++
Press Release Source: ATAC Resources Ltd. On Wednesday September 1, 2010, 8:30 am EDT
VANCOUVER, BRITISH COLUMBIA--(Marketwire - 09/01/10) - ATAC Resources Ltd. (TSX-V:ATC - News) is pleased to announce that the first diamond drill hole at the Osiris Target on its Sten claim block has intersected 9.26 g/t gold over 31.13 m within a larger interval that averaged 4.65 g/t gold over 65.20 m. Assays from the remaining 98 m of the hole are still pending. Significant intervals for the top portion of OS-10-01 are tabulated below:

-------------------------------------------------------------
Hole ID Dip From (m) To (m) Int. (m) Au (g/t)
-------------------------------------------------------------
OS-10-01 -50 7.62 16.38 8.76 1.81
-------------------------------------------------------------
56.08 121.28 65.20 4.65
-------------------------------------------------------------
incl. 72.20 103.33 31.13 9.26
-------------------------------------------------------------
Reported intersection widths are drilled thicknesses. True widths are not
known as mineralization appears to be controlled by both bedding and
structure.

The Sten claims are situated at the eastern end of ATAC's wholly-owned 1400 sq/km Rau Gold Project in central Yukon - about 100 km east of the Tiger Zone, which has been the focus of most of the Company's exploration efforts to date.

Mineralization in the Osiris Target area shares many of the characteristics of Carlin-type gold deposits, including similar alteration assemblages and association with the low temperature arsenic sulphides, realgar and orpiment. Host rocks are two, 150 to 250 m thick limestone debris flow and turbidite units, referred to as the Osiris and Isis Horizons, which occur within basinal silty mudstones.

Drill hole OS-10-01 has partially tested a 150 by 500 m gold-arsenic soil geochemical anomaly over the Osiris Horizon where 60% of the soil samples grade in excess of 1 g/t gold. Preliminary prospecting has identified gold-bearing talus and in-situ mineralization intermittently for an additional 2.1 km along strike. Grades of surface grab and bedrock samples range from 1.95 g/t gold to 39.2 g/t gold. The vertical extent of observed bedrock mineralization is in excess of 300 m.

The Company has accelerated its exploration efforts in the Osiris Target area:

-- Four of six drill holes, which will test a 300 m wide section across the
Osiris Horizon have been completed to date;
-- Prospecting is ongoing and a 4.5 sq/km soil geochemistry grid extension
is underway; and,
-- Drill pads have been constructed to test the Isis Horizon that lies 100
m above the Osiris Horizon, where prospecting has returned grab samples
ranging from 1.48 to 23.90 g/t gold within a 150 by 900 m gold-arsenic
soil geochemical anomaly.

"Initial results from the first Osiris drill hole have confirmed the Company's belief that the Rau Gold Project covers a new gold district," states Graham Downs, ATAC's CEO. "We have completed a 1400 sq/km detailed stream sediment sample survey, covering 160 km of strike length. Initial results of that work are very encouraging and numerous targets for follow up work in 2011 have already been identified. Drilling will continue at the Osiris and Tiger Zones and other new targets as long as weather permits."
+++++++++++++++++++++++++++++++++++++++++

Oliezand in Canada

Spotgoedkope overnamekandidaat in deze sector:
-------------
Connacher Oil and Gas Limited Announces Algar Production Ramp Up Progressing on Schedule; Daily Production at Algar has Surpassed 5,000 barrels per day; Combined Bitumen Production at Great Divide Has Exceeded 12,000 barrels per day.
------------

Gevaarlijke hype aan de gang in REE-aandelen

Molycorp: Rare and In Demand

by: Paul Goodwin

September 27, 2010 | about: MCP

Headlines about “rare earth elements” or “rare earth metals” are popping up all over the place as China

is accused of cutting off the supply of these scarce commodities to Japan in protest over the arrest of a

trawler captain accused of fishing in waters controlled by Japan but claimed by China. (China denies the export ban.)

This dispute has focused a lot of attention on rare earths, highlighting how little most people know about

them and why they’re important.

I can’t repair the damage you did by sleeping through your high school chemistry class, but here’s a quick refresher (and a stock recommendation, to boot).

There are 17 rare earth elements, and each one has its uses. When cathode ray TV sets were still dominant, the element europium supplied phosphor that produced the vivid red. Rare earth magnets that use neodymium, praseodymium, samarium, gadolinium and dysprosium are much more powerful

than standard ones. Lanthanum increases the refractive index of glass, making it a popular addition to

camera lenses. Cerium is the catalyst in your self-cleaning oven. Holmium, erbium and ytterbium are used as dopants in lasers.

It’s not an important part of the story, but I was fascinated to learn that four of the rare earth elements

are named after the little Swedish town of Ytterby where they were first discovered. So we have yttrium, terbium, erbium and ytterbium, which has got to create some confusion.) These exotic elements have other uses as well, but it’s their extensive and increasing use in hybrid and

battery-driven cars that is causing tension. China emerged as a dominant producer of rare earth metals in the 1990s, and its aggressive pricing caused the shutdown of many smaller mines around the world.

But with China now producing 95% of the world’s annual production (or 96% or 97%, depending on what you read), things are getting ticklish as China—which now uses about 60% of the rare earths it produces —needs more and more of its own production. 

Even leaving out the potential for the use of these increasingly elements as a punishment for those who

tick China off, there’s the very real need for rare earths in automotive, high-tech and defense industries

in the U.S. and elsewhere.

It takes time to re-open old mines and ramp up production, but that’s exactly what’s happening in many places, including the Mountain Pass rare earth mine in southern California near the Nevada border. Rare earth deposits often contain thorium and radium, and the radiation from these elements led a uranium prospector to the Mountain Pass deposit in 1949. By the 1960s, the mine was in high gear,producing europium for color TV screens, and heavy production increased through 1995, making Mountain Pass the main source of the world’s supply. But repeated spills of wastewater with radiological contamination (plus the advent of China as a low-cost producer) caused the suspension of separations activity in 1998 and mining operations were shut down at Mountain Pass in 2002.

It has taken concerns about strategic defense needs and the very real possibility that China will reserve

more and more of its production for Chinese companies to kick Mountain Pass production back into gear, but that’s what’s happening. 4-10-2010 Molycorp: Rare and In Demand -- See… seekingalpha.com/…/227298-molycor… 1/2

So my stock pick of the week is Molycorp (MCP), which is pumping $500 million into the reopening of the

Mountain Pass mine. Molycorp has actually been processing new output since 2009, using existing stockpiles of the

bastnasite ore concentrate left over from earlier operations. But with the infusion of new cash, mining

operations are scheduled to resume in 2011.

Mountain Pass has an estimated 2.21 billion pounds of proven and probable rare earth oxides with an

average 8.24% ore grade. And Molycorp has a 30-year mining permit (and an associated environmental impact report) issued at the end of 2004. Molycorp’s bottom line has been a bunch of quarterly losses, to date, which is just what you’d expect from a capital-intensive industry and a development stage company.

But the story is so compelling that the stock, which came public in late July, has already nearly doubled,

with today’s China vs. Japan headlines only stoking the flames. Is it speculative? Of course. It’s a mining operation and the company hasn’t made a cent yet.

If you decide to take a flier on this one, keep it small and average up as you get a little profit cushion to

work with. It’s going to be a bumpy—but fascinating— ride.

Disclosure: None 

4-10-2010 Molycorp: Rare and In Demand -- See…

seekingalpha.com/…/227298-molycor… 2/2