DA PRODAS?
Prodaj odmah ali meni molim te :)

To ne znam tačno ali se nadam da će biti negdje krajem marta mada se može desiti i ranije. Onog momenta kad TCK objavi back in cijena će skociti i možeš da kesiras ako hoćeš, ali ja ću cekati do kraja. Ovo cekam 3 godine pa mogu još mjesec - dva :)

Jel'da da imam dobru veceru u nekom finom restoranu u Torontu?
Ti i SME ćete da podijelite ceh :)

Jako sam zauzet na poslu ali sve je pod kontrolom.
Srećno !

Korekcija berze je korisna i potrebna. Već od početka XII/2010,
očekujem da berza krene prema jugu oko 5% do 8%.

Ovo na kraju je trebalo da piše „You're fired”. Ostalo nisam sve procitao u detalj, ali nisu valjda neke velike tajne. :)

Kupio sam u petak nešto malo MFM i dobro prosao... valjda će da potraje?

Što se tiče CUU u naredna 3 dana ocekujem vijesti o dvije preostale busotine i rezultate naknadnih analiza na stare uzorke, a do kraja mjeseca i konacnu odluku o izgradnji dalekovoda sto će biti bomba.

Go Foxy, GO!

PS
Pred Novu godinu sam pravio neke analize za 2011 i jedna od kompanija gdje sam mislio uloziti pare nakon kesiranja CUU je bila AAA. Na zalost preduhitrili su me :((((

'si vidila šta stop loss može da uradi, a?
Sa 2.40 na 1.20 u par sekundi... majstori pokupili shares i sad ih prodaju nesrecnicima po duploj cijeni :))))

Nikad, ali nikad ne stavljati stop loss!

Danas ili sutra ocekujemo objavljivanja laboratorijskih nalaza dvije zadnje busotine, a iduce sedmice rezultate resampling programa. Semicu iza toga konacno objavljivanje izgradnje dalekovoda.

U martu estimate baziran na busenjima u prosloj godini i nadam se da će se rezerve uduplati.

Ako se u međuvremenu ne urusi nebo, biće veselo a meni se smjesi vecera.

+ još jedno pitanje sam zaboravio, koliko ima cena bakra veze sa cenom dionice ako uzmemo u obzir još to da su cene bakra rekordne?

Evo gledam sada, 1.20. Ima li šanse da bude kakve korekcije na dole, da se kupi po malo jeftinijoj ceni?

Karabaya hvala na odgovoru!

Zbog nedostatka para nisam mogao u kupovinu, sada je taj problem rešen.

U međuvremenu se je cena poprilično dignula pa sada ne znam dali je još vreme za ulazak.

U ponedeljak mislim uložiti ca. 15.000 do 20.000 EUR, i to bi mi bio prvi trade u životu.

Molim za savet dali je OK kupovina CUU-a i kada bi bilo, po kojoj ceni dobro kupiti i izaći iz trade-a CUU-a.

Unapred zahvaljujem na odgovoru!

Profesionalci kažu da nadjes dobre akcije, odredis vreme za kupovinu i kupis dve do tri za početak. I to se zove „portfoilo”. Zašto dve, tri?
To je iz tog razloga ako nisi siguran u jednu onda uzmes dve ili tri jer se veoma retko desi da sve odu u minus. I često pokrivaju jedna drugu. Uostalom tako nešto piše i u strucnoj literaturi. Samo da spomenem kaže se da eventualno treba izdvojiti najviše samo 20 do 30 posto od svoje gotovine, ako želiš da pocnes da se bavis trgovinom (trading) akcija.

Kako nije realno da racunas da ćeš preko noćizaraditi vesestruko nego sto si ulozio tako nije realno ni da verujes ćeš sa dobrim akcijama izgubiti puno vise nego sto si ulozio. Doza rizika „uvek” postoji, svejedno cime se bavis.

A posto ovde postoji kvalitetna diskusija (kako vidim), dobro bi bilo da pratis šta ljudi predlazu i šta misle. Ja sam lično profitirao od ove diskusije.

Do uskoro...

Šta milsiš o CZN?

Having a time of my life :)

U međuvremenu evo još malo literature... doduse ništa novo samo strucnjaci otkrivaju ono sto sam ja otkrio prije 2 godine :)

TORONTO, February 24, 2011 – Don Coxe, Strategy Advisor, BMO Capital Markets, will be available for interviews to discuss his long-term outlook for the metals & mining sector during BMO Capital Markets’ 20th Annual Global Metals & Mining Conference.

With 2011 marking the 20th anniversary of BMO’s Metals and Mining conference, Mr. Coxe will look back at how the mining industry has changed over the past two decades, and what the future for the sector may hold.

Mr. Coxe will also discuss highlights of his most recent Basic Points report. Entitled „Metals Take Center Stage,” the report looks at how world events are shaping the outlook for both precious and base metals this year.

„The story of the global economy of the past year, in great measure, is displayed in the relative performance of gold, silver and copper,” said Mr. Coxe. „However, the outlook this year is more complicated, although we still believe all three will do well on a year-over-year basis.”

PS
Odlucio sam - Fiji.
:))))))

Najprije malo o karti:

Primjetices da su sve stare busotine (brojevi pocinju sa 1 i 2) upravo na mjestima gdje mineralizacija izbija na povrsinu. One su radjene još 60-tih i 70-tih kad se radilo bukvalno lopatom i pijukom i nije postojala nikakva tehnologija skeniranja dubljih slojeva. Sve ove busotine su naravno dale rezultate jer su radjene direktno u vidljivoj mineralizaciji.
Sada imamo potpuno drugu sliku nakon Titan survey skeniranja od prošle godine. Prva na meti je bila busotina CF398 koja je do sada dala najbolje rezultate a prije par dana su objavljeni rezultati CF406 koji su još bolji. Znaci što se vise priblizavamo velikoj crvenoj lopti rezultati su sve bolji.
Prema procjenama geologa ova lopta je zapravo srce cijelog sistema za koju se nije znalo i nova busenja, koja bi trebalo da zapocnu čim se snijeg malo otopi, će nam donijeti potvrdu. Ako se ispostavi da je Titan dao pravu sliku, a CF398 i CF405 su dobar indikator, onda sam bog zna šta sve i koliko lezi tamo. Prema svemu već sad poznatom ovo je jedno od najvecih nalazista na svijetu a mogu misliti šta će tek biti kad se desifruje „lopta”. Ja sam mislio da radim kalkulaciju na osnovu rezultata CF405 i 406 ali kad sam vidio ovo odustao sam jer je besmisleno. Sad samo trebamo cekati početak busenja u srce sistema i rezultate.

Rasprodaje ne vjerujem da će biti jer institucije tek ulaze u igru tako da daily flippers neće imati veci impakt... danas je volume bio preko 5 miliona. S druge strane ovde vise nema razocarenja, mi nismo kompanija koja je ubola na slijepo jednu dobru busotinu pa stockovi skocili na bazi spekulacije, nego je samo pitanje koliko se još vrijednosti može dodati na već ogromno nalaziste. Sve su se kockice slozile, odobrena je izgradnja dalekovoda, dakle jeftina energija, uradjena je ekoloska studija i nema nikakvih problema s te strane, postignuta je saglasnost sa Indijancima koji su čak ukljuceni u projekat itd...
Narednih 6 - 7 godina će biti nestasica bakra, Zalihe u Cileu i Indoneziji se polako iscrpljuju a nema dovoljno novih rudnika da to nadoknade odnosno ne samo da ne mogu da podrže postojeci rast ekonomije nego ni da održe sadasnji nivo.

Ne znam još sigurno ni ja gdje ću da investiram poslije... sve zavisi koliko para ću dobiti, ali mislim da neću do iduce Nove godine ništa bitno ulagati sem nešto malo u ove moje juniore... definitivno ne vise od 20%. Ostavicu cash sa strane jer procjenjujem da bi na ljeto/jesen moglo dodci do novog kraha ekonomije još većeg nego prije dvije godine pa bih onda kad se prasina slegne negdje iduce godine pokupovao stokove banaka i velikih rudarskih i energetskih sistema koji naravno isplacuju socne dividende.
Ah da, kupicu definitivno nešto zlata i srebra cisto da imam u kuci i to će mi biti prvo nakon kesiranja a čim se vratim sa Fiji-ja :)))

A evo i objašnjenja iz prve ruke:

1) Insiders still buying at $1.50 yesterday.
2) Insider sells 411,300 shares for proceeds of $627,684 TO BUY 500,000 shares at $1.25 (plus warrants) at $625,000. (that would explain the odd 411,300 number)

Dakle prodali da bi kupili još vise.
Baci tabletice za smirenje nema potrebe, sve je pod kontrolom? :)))))

I još da dodam da ovaj zadnji skok koji vama izgleda kao da je pao s neba meni koji pratim kompaniju preko 4 godine ovo predstavlja samo normalan i ocekivan tok dogadjaja... and the best is yet to come.

Kanadjani gde ste?
Niste još ni novce podigli a već razmišljate gde bi i šta bi...:)

Bio sam juče na nekom skupu investitora u Cirihu. Tamo sretnem neke Kineske biznismene koji tvrde da će Kina u naredno vreme još da ogranici „Hightech” izvoz zbog strateskih Metala. Optereceni su
potrebom, pa se plase da nebude nestasice i za njih.

Dok dobar deo Evrope a pogotovu Nemacka, već duže vreme podmiruju svoje potrebe (raw materials) „knap”. Stoga će najverovatnije početi još agresivnije investiranje u toj oblasti da bi se manje zavislo od Kine. A mislim da i Ameri idu u tom pravcu. Što se tiče Svajcaraca oni ulazu svuda i na svakom mestu koje je prosperiterno, mada ih malo brine i Dolar i Euro, jer su za manje od godinu dana pali puno u odnosu na SFranak sto opterecuje donekle njihovu privredu. Inače Banke su im prepune para, pogotovu se osetio priliv zadnju godinu dana.

A da, da ne zaboravim da vas pitam...kojeg brokera preporucujete
u Kanadi (za Stock, Forex, Options,...), osim QuestTradea? Sa kojim vi radite?

Nikad, nikad, ali nikad nisam prodao ni jednu jedinu a kupujem CUU evo već 4 godine. Kupovao sam i kad je bilo oko 1$ prije tri godine i kad je TCK objavio da dize ruke od Galore Creek-a i market otisao u PM a CUU pao na 0.06$ nisam prodao ni jednu. Nastavio sam da kupujem jer sam znao potencijal nalazista, vjerovao managementu a znao sam i kojim putem će cijene metala i ostalih commodities krenuti nakon kraha berza.
Bilo je malo grickanja noktiju, da se ne lažemo, ali svaki put kad bih dosao u iskusenje da prodam vratio bih se na fundamentals, napravio novu kalkulaciju i onda dokupio još :).
Nazovi to glupost, ponos, ego, tvrdoglavost... kako hoćeš ali evo vraca mi se big time to što nisam nikad odustao od globalne slike koju sam imao. Nekako sam od početka „znao” da je CUU prilika koja se ne ukazuje često u zivotu... jedna prica koja će se zavrsiti sretno ali treba samo izdrzati.
Kad se ovo zavrsi nadam se da će mi cifra na racunu biti puna satisfakcija za malo nacete nerve :))))))))))

SME tu prije svega mislim na big five: RB, TD, BNS, BMO i manje vise CIBC mada mi se vise od njih svidja NB koja ja u velikom usponu mada fokusirana na Quebec. Narednih mjeseci ću pratiti kretanje energetskog sektora i tu takođe traziti uspjesne igrace... Husky mi se čini kao dobar kandidat, sire se velikom brzinom u Ontariu. Dalje tu su Suncor i ostala bratija sa zapada a ne bih zanemario ni Canadian Tire. Od rudarskih kompanija naravno TCK pa i NG ciji potencijal u Argentini se ne bi smio zanemariti.

Ovo nabacujem onako odoka, ništa još nisam odlucio samo napominjem u kom pravcu sad razmišljam što se može promijeniti sa situacijom na marketu.
Ali ajde prvo da keshiramo CUU, da to proslavimo pa ćemo onda da vidimo šta i kako dalje.

Evo dok posmatram desavanja na berzi... 9:45 AM
Karabaya, i ja sam razmišljao o RB tj. RY je simbol ali jako blizu su I Manulife MFC, dobri su mi jer imaju konstantno veliki volume a i dividende su OK.
Postavio si dosta dokumenata, svak cast, to stavrno pomaze jer u ovakvim situacijam je dobro da imaš sa kim da se posavetujes jer emocije nas ponekad ponesu u pogresnu starnu a ja sam sklon tome.

Za -ProTrade,
Možda ti izgleda malo cudno sto već pricamo o kesiranju ali ja imam jedan racun (od ukupno 6) koji sam namenio za otplatu kredita za skolovanje dece, registrovan kao RESP, zahvaljujuci Karabayi ovaj racun je dostigao visinu kredita i razmišljam da ga kesiram, to je sve.

poslje svega moram, da kažem, da nažalost nisam kupio CUU u onom trenutku mi je bilo malo preriskantno ali karabya svaka čast na svemu!

Čestitam Vama svima koji ste imali priliku profitirati od ove diskusije, a ja ču da hvatam neku drugu priliku.

Pratim Vas i lepi pozdrav svima :)

CLQ???
Prvo šta mi je palo na pamet kad sam otvorio je split stock :)))
Izgleda da im resource estimate nije uradjen kako treba pa će ponovo da rade i umanje brojeve. Ne mogu da vjerujem da je ovo novi BRE-X.

Još jedan primjer kako ne treba samo gledati atraktivnost i trenutnu kurentnost proizvoda nego treba procesljati i management. CUU ima sreću da su mu na celu Elmer Stewart, Morris McDonald i Guillermo Salazar, ekipa koja ima iskustvo i zna kako posao privesti kraju. Ne boj se za nas, mi smo u dobrim rukama, a oni sami imaju preko 60% dionica.

Kad samo pomislim da sam razmišljao o CLQ...

-----
Na zalost ne znam puno o Slam Exploration, nisu mi na listi kompanija koje pratim. Da li ih preporucujes?

Nešto racunam ako je ipak u pitanju samo estimate correction a globalna slika je ostala manje-vise ista, mogla bi ovo biti dobra prilika za kupovinu posto je stock oversold.

Naravno ne preporucujem, samo glasno razmišljam...

> Zao mi sto nemam vise kesa.
Uzmi kredit, pa investiraj na „leverage” kad znaš „sigurno” gde će biti cena. ;) Salim se, naravno, ne preporucujem „leverage” (skoro) nikome.

FULL Feasibility
A considerable number of the studies required for the feasibility study were completed during the quarter. The feasibility study is expected to be completed by the end of June 2011.

Copper Fox identified four aspects of the preliminary feasibility study that would have a direct impact on improving the economics of the Schaft Creek deposit. These are:

i) higher-grade„ starter
ii) increased daily milling rate (The daily miling rate has been increased from 100 000 tonnes per day over 20 years to 150 000 over 15 years)
iii) reduced capital costs
iv) a realistic resource estimate geared toward maximizing the economic return/benefits of the Schaft Creek deposit over the life of mine.

Note: The North west transmission line will also lower Capex

NEGATIVE COST COPPER PRUDUCTION using 2007 resource, cost and metal prices:

In 2007 NPV was producing copper at NEGATOVE -0.32$ Using: gold 692$ silver 13.09$ : and it's only going lower...

* Add the Rhenium as by product (3 billion)
* Adjust the New cost
* Adjust the New metal prices
* New resource

TECK BACK IN OPTION
After Fesibility the ticker starts ticking :
On receipt of a Positive Bankable Feasibility Study, a defined term in the Option Agreement, Teck has 120 days to exercise its earn-back option pursuant to the Option Agreement, then Teck has the right to elect to acquire either a 20%, a 40% or a 75% working interest in the Schaft Creek .

but many already think a move will be made by Teck before Feasibility comes out :
''Teck may at any time elect to exercise the earn-back terms and conditions of the Option Agreement. ''

Funding and Expenditures:

* All our dilution in spending on Scaft Creek is added value to teh resource and money in the bank 100% to 400%

'' by solely funding subsequent expenditures equal to either 100%, 300% or 400% of Copper Fox's prior expenditures pursuant to the Option Agreement.

HUGE VALUE NOT RECOGNIZED BY MARKET IS THE FINANCING CLAUSE:
In the event Teck elects to earn-back a 75% working interest in the Schaft Creek Project, Teck will be responsible for arranging Copper Fox's share of project financing and will recover the project financing funds from Copper Fox's share of metal sales until payout is reached.

NOTE:
* Strong chance of BUYOUT before or upon Feasibility
* Worst case scenarion Teck backs in 75% = Our share price 5$
* Best case is Teck backs in 40% or 20% = Our share price 20$ and up

Many analyst agree, if Teck does not back in someone will step up:

Roulston:
Copper Fox is targeting year end to complete the feasibility study. That would trigger the 120 day period for Teck to exercise its back-in. If the major does elect to earn back into the project, it would be an endorsement of the merits of the project and would relieve the junior of funding obligations.

If Teck does not back-in, then Copper Fox would retain its interest (and would also
get Teck’s portion of the royalty interest). With a controlling interest in such an attractive project, Copper Fox would have little difficulty in attracting another partner. More likely, the junior would be taken over by another mining company.

Jay Taylor:
''The sheer size of Schaft Creek is the factor behind another point made by some analysts in Canada. In short, they believe its size makes it an irresistible, strategic asset that China or some other Asian economy must secure. Thus, they expect that, if Teck backs out of the project, we will see a sovereign wealth fund or some other national entity step in to fund its development.

Seeking Alpha
As we pointed out in our initial article on Copper Fox Metals (CPFXF.PK) in August, Teck Cominco, one of the largest mining companies in the world, is a partner with Copper Fox on the Schaft Creek project, a neighbor to NovaGold's Galore Creek project. Today’s news of Teck Cominco partnering with NovaGold on Galore Creek is great news for Copper Fox.
We believe Teck Cominco partnering with NovaGold on Galore Creek means they really like the area and are likely to buy out Copper Fox upon completion of the feasibility study, or at least exercise their option to buy out 75% of Schaft Creek by paying Copper Fox 4 times all prior expenditures and arranging production financing.

Teck being involved in both projects also means that Schaft Creek should have an easier time piggybacking on the Galore Creek infrastructure (power, roads, etc.) to go to production, greatly reducing costs.
As this Metals Place article from earlier this year pointed out, Schaft Creek is arguably a better project than Galore Creek for a variety of reasons:
Another Galore Creek neighbor is the Schaft Creek project being developed by Copper Fox [CVE:CUU]. Schaft Creek is only 36km from Galore Creek, but it is on the BC side of the mountains, thus no tunnel or Alaskan environmentalists. The deposit is every bit as big as GC and they have a top notch CEO. The life of mine strip ratio is a much cleaner 0.7:1. The gold grades are higher and it also has molybdenum. The 2004 capital costs were $600MM. While the cost is sure to increase it will still be much less than GC. Copper Fox optioned the property from Teck Cominco in 2002, but Teck retained a back in right for up to 75%. Teck would have to contribute 4 times all prior expenditures and arrange financing after CUU delivers the feasibility study. A preliminary feasibility study and an updated resource estimate were ordered last month. At $2 copper and $500 gold the NPV is $1.2B discounted at 8%. So CUU has arguably a better project and a strong partner already in place. They will undoubtedly have to dilute shareholders to complete the FS, but then they get four times their expenditures to help pay for their 25% of capital costs. The entire market cap of Copper Fox is currently about $40MM. Twenty five percent of Galore Creek would run about $600MM.

Environment
CUU has ZERO environmental issues.
1) Very long going positive relatioship they have the Tahltan Nation.

2) Shaft Creek has an estimate of 3.6% to 5.1% of the total waste rock mined could potentially be net acid generating, a very low percentage compared to other porphyry copper deposits.

Mr. Elmer B. Stewart, MSc. P. Geol, President and Chief Executive Officer stated ”We are extremely pleased with the results received from the preparation of the Feasibility Study. The confirmation that a very low net acid generating potential exists from the waste rock mined is extremely good news from an environmental point of view.

Environmental Studies Update:
Copper Fox has been collecting environmental baseline information on the Schaft Creek area since mid 2005. As part of the ongoing environmental baseline studies, Copper Fox has completed 634 Acid/Base Accounting Samples and numerous Humidity Cell Tests whereby Copper Fox's consultant, Dr Kevin Morin, has concluded that approximately 3.6 to 5.1% of the total rock mined from the Schaft Creek deposit could potentially be net acid generating which is low compared to other porphyry copper deposits.

Environmental Assessment Certificate:
Copper Fox has received a Section 11 Order from the Government of British Columbia setting out the parameters of the public consultation process related to the application by Copper Fox for an Environmental Assessment Certificate. This is an important, major step forward and allows Copper Fox to commence the public consultation process as part of its ongoing environmental and the socio-economic impact studies related to development of the Schaft Creek deposit.

http://www.copperfoxmetals.com/s/NewsReleases.asp?ReportID=442282&_Type=News-Releases&_Title=Milestone-In-E... tal-Assessment-Of-Schaft-Creek-Achieved

February 14, 2011
Milestone In Environmental Assessment Of Schaft Creek Achieved

Vancouver, British Columbia -- February 14, 2011 -- Copper Fox Metals Inc. („Copper For” or „the Company”) (TSX-Venture: CUU) is very pleased to announce that it has received confirmation from the BC Environmental Assessment Office and the Canadian Environmental Assessment Agency that its Application Information Requirements (AIR) for the proposed Schaft Mine has been approved.

3) The watershed areas around the Schaft Creek deposit are non fish bearing

Mr. Stewart, President of Copper Fox stated that „I am pleased that the fish habitat portion of the environmental studies on the Schaft Creek deposit concluded that no fish species have been found from 1 to 6 kilometer radius of the deposit. The lack of fish habitat and low acid generating potential of the waste rock to be mined are very positive environmental features of the Schaft Creek deposit.

Environmental Assessment Update:
Copper Fox is working with the Tahltan Heritage Resources Environmental Assessment Team and provincial and federal regulators to submit an Environmental Assessment (EA) Application for the Schaft Creek deposit in the fourth quarter of 2010. One aspect of the EA Application will require authorizations under the Canadian Fisheries Act. The exhaustive studies completed by Copper Fox show that the tailings storage facility, the open pit and the waste rock storage areas, all three of which are major components of the feasibility study and the proposed mine site are not located within fish bearing waters. Naturally occurring barriers prevent fish from accessing to within 1, 2.5 and 6 kilometers of the tailings storage facility, waste rock storage area and open pit.

CUU does not even require teh Fisheries Act !
Due to the absence of fish, approval under the British Columbia Environmental Assessment Act, the Canadian Environmental Assessment Act and the Canadian Fisheries Act will not be contingent upon the reclassification of fish habitat as mine waste disposal facilities. Copper Fox expects that due to the absence of fish in the area around the proposed mine site, a Schedule 2 Amendment under the Fisheries Act would not be required.

Copper Fox has selected the tailings and waste rock storage areas based on consultation with the regulatory agencies with the goal of minimizing impacts on the environment and is working with provincial, federal and Tahltan Heritage Resources Environmental Assessment Team representatives to develop the Schaft Creek Project in an environmentally responsible manner.

INSIDER BUYING
* Insider of CUU own now with the pp's over 65% of all the shares and are still buying at the highs (1.76$, 1.73$, 1.67$, 1.53$)
* Any selling is exercising of options to purchase even more shares
* Buying all of 2010 evey month almost evey day and most of 2011
”

Pa neću da prođem sad dvije nedelje prije resource estimate; vidis i sama da se svi ugradjuju prije objave.
Prodacu možda 3 - 4 hiljade, ne vise, ali ne prije prve nedelje u aprilu.
Ne znam za halt, nisam pratio... pogledacu veceras kad dodjem kuci da vidim šta se desava.
Vidim da se UUU malo oporavlja ali ne vjerujem da će se uranijumski stokovi oporaviti bas za par dana i racunam na to.

Dobro si uradila sto si dokupila CUU, moglo bi se lako desiti da nakon objave CUU postane 3$ stock... insajderi kupuju kao mutavi i ne pitaju za cijenu.

...karabaya, imaš nešto za kontakt, skype, mail,...?

Dali ima kakvih vesti u vezi objavljivanja podataka sa analize, uplatio sam još 10,000 ali mi treba par dana da pare „legnu” na racun. Nadam se da neće biti do petka da ne promasim voz.