Musterdepotaufnahme

Rohstoff-Spiegel Musterdepot

Depotmanager: Jan Kneist

Neuaufnahme: Blue Note Mining (WKN: A0LBYB)

Obwohl die Lage an den Edelmetallmärkten weiter unsicher ist, werden wir am Montag einen Teil der Barmittel neu investieren. Die sich bietende Chance bei diesem kanadischen Basismetallproduzenten ist einfach zu gut. Wir kaufen in Kanada mit Limit 0,64 CAD 4.800 Stück Blue Note Mining (Symbol: BN.V, WKN: A0LBYB). Das Unternehmen hat vor gut einem Jahr die Caribou Basismetall-Mine in New Brunswick, Kanada, von Breakwater Resources übernommen und diese gerade wieder in Betrieb genommen. Mit den schon definierten Reserven kann die Mine fünf Jahren fördern, einschließlich Ressourcen 9 Jahre bei 3.000 t Tagesleistung. Es besteht umliegend und zur Tiefe hin sehr gutes Explorationspotential zur Verlängerung des Minenlebens. Das Unternehmen hat per Juni 2007 281,5 Mio. Aktien ausgegeben, der Börsenkurs liegt bei ca. 0,60 CAD, Marktkapitalisierung also ca. 170 Mio. CAD. Im laufenden Jahr will man gemäß Firmenpräsentation noch 70 Mio. CAD Gewinn erwirtschaften, im nächsten Jahr entsprechend das Doppelte. Das Unternehmen wird also tatsächlich mit einem KGV von unter 1,5 für 2008 gehandelt. Selbst wenn die Zink und Blei im Preis etwas sinken sollen, wird das Blue Note viel weniger als andere Produzenten betreffen, denn das Erz ist deutlich hochgradiger als im Durchschnitt. Hier bietet sich kurz- und langfristig orientierten Anlegern eine hervorragende Chance! Im Rohstoff-Spiegel erhalten Sie bald weitere Informationen über dieses Unternehmen.

 

Produktion beginnt in Kürze.

Vergleich mit Acadian Gold (gerade in Produktion gegangen):
    177 Mio MK und 40 Mio Pfund Zink, 16 Mio Pfund Blei
Blue Note:
    206 Mio CAD MK und 100 Mio Pfund Zink und 40 Mio Blei

Danach scheint Blue Note auf den ersten Blick erheblich unterbewertet. Allerdings ist zu berücksichtigen, dass Acadian noch andere Assets hat (Gold in Red Lake und Beteiligungen)

Bewertung: Es ist schwer zu beantworten, welche dieser beiden Aktien in Anbetracht der Gefahr einer Zinkknappheit vorzuziehen ist. Ich habe es ganz einfach so entschieden, dass ich in beide investiert habe. Einen weite Alternative wäre Breakwater Resources. MK ist aber schon über 1 Mrd CAD. Durch die höhere Produktion (240 Mio Pfund Zink aktuell + Blei, Silber, Kupfer und Gold) spielen die aber schon in der Oberliga.    

Ich erwarte diese Woche eine offizielle Meldung zur Produktionsaufnahme!
 

habe nur den ersten satz gelesen und schon aufgehört zu lesen.kann diesem nicht zustimmen*g*  

Im übrigen verlässt man sich auchnicht auf eine Quelle. Schau doch mal hier:
http://gold.seekingalpha.com/article/35266
 

Blue note mining hat vor kurzem stillgelegte Minen von Breakwater Resources übernommen. Das sind 2 Blei-Zink-Minen in Bathurst, Kanada. Aufgrund steigender Bleipreise sicherlich ein zukunftsweisender Schlag!

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An den Tagen, wo es gut läuft freue ich mich, an den Tagen wo es schlecht läuft, denke ich an die Tage, wo es gut lief!  

Press Release Source: BLUE NOTE MINING INC.

Blue Note Begins Processing Ore - Operations Underway at Caribou Mines
Monday July 16, 8:48 am ET

Shares outstanding: 283 Million Symbol & Exchange: BN-TSXV
MONTREAL, July 16 /CNW Telbec/ - Blue Note Mining today reports that it has started processing ore at its Caribou mine; mining operations have been underway since early May with the stockpiling of over 40,000 tonnes of ore at surface.

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The company expects to have saleable lead and zinc concentrates for delivery by the end of July. The operation is expected to be operating at planned throughput by October 2007 and planned metallurgical performance by year end 2007. The company is confident it will meet its planned 2007 concentrate production objectives.

Commissioning of the mill took place throughout the month of June when the crushing, grinding and flotation circuits, and all the mechanical installations were being prepared for production.

"The commencement of mining at Caribou is a milestone event for Blue Note Mining. Getting up and running within 11 months has been quite an achievement thanks to the team of over 600 dedicated employees and contractors working at the mine. This is an exciting time for our shareholders and the employees of Blue Note" stated John Martin, Chief Operating Officer.

John Martin, BASc, P.Eng, C.O.O. of Blue Note Mining Inc. is a Qualified Person and has reviewed the technical information contained in this press release.

Blue Note Mining is a Canadian mining company headquartered in Montreal with operations in Bathurst, New Brunswick. The company's shares trade on the TSX Venture Exchange under the symbol BN.

Forward-Looking Statements

This news release contains discussion of items that may constitute forward-looking statements within the meaning of securities laws that involve risks and uncertainties. Although the company believes the expectations reflected in such forward-looking statements are based on reasonable assumptions, it can give no assurances that its expectations will be achieved. Factors that could cause actual results to differ materially from expectations include the effects of general economic conditions, actions by government authorities, uncertainties associated with contract negotiations, additional financing requirements, market acceptance of the Company's products and competitive pressures. These factors and others are more fully discussed in Company filings with Canadian securities regulatory authorities.

          §    The TSX Venture Exchange does not accept responsibility for the adequacy
          §    or accuracy of this news release.

For further information

   Lorne Woods, Vice President, Investor Relations, Blue Note Mining, 800 937-3095, lwoods@bluenotemining.ca, www.bluenotemining.ca

 

Press Release Source: BLUE NOTE MINING INC.

Blue Note Delivers Lead Concentrate
Wednesday August 15, 9:00 am ET

Shares outstanding: 286 Million Symbol & Exchange: BN-TSXV
MONTREAL, Aug. 15 /CNW Telbec/ - Blue Note Mining today is pleased to announce that it has made its first delivery of lead concentrate to Xstrata's lead smelter in Belledune, New Brunswick.

The start-up of operations at the Caribou zinc-lead mines is continuing as planned and scheduled. The following milestones have been achieved as the Company ramps up toward full production:

          §    - The Isa Mills have been commissioned - Developed by Xstrata, the Isa
          §      Mill technology is a proven unique horizontal ultra fine grinding
          §      system capable of efficiently grinding minerals using millimeter-size
          §      particles through a high velocity stirring system - Blue Note is the
          §      first company to use them in North America;
          §    - Both lead and zinc concentrates are being produced;
          §    - The first delivery of zinc concentrate production to the Belledune Port
          §      for shipment overseas is imminent;
          §    - The Restigouche and Caribou mines are in full operation.
          §    

In other news, Blue Note reports the departure of John Mavridis, its VP Legal Affairs, who, after a successful tenure with Blue Note, has left to pursue other ventures. "John has been with Blue Note since the beginning, and played an integral role in helping bring the company to where it is." said Michael Judson, President and Chief Executive Officer of Blue Note. "We sincerely wish him the best with his future endeavors".

Blue Note Mining is a Canadian mining company headquartered in Montreal with operations in Bathurst, New Brunswick. The company's shares trade on the TSX Venture Exchange under the symbol BN.

Forward-Looking Statements

This news release contains discussion of items that may constitute forward-looking statements within the meaning of securities laws that involve risks and uncertainties. Although the company believes the expectations reflected in such forward-looking statements are based on reasonable assumptions, it can give no assurances that its expectations will be achieved. Factors that could cause actual results to differ materially from expectations include the effects of general economic conditions, actions by government authorities, uncertainties associated with contract negotiations, additional financing requirements, market acceptance of the Company's products and competitive pressures. These factors and others are more fully discussed in Company filings with Canadian securities regulatory authorities.

          §    The TSX Venture Exchange does not accept responsibility for the adequacy
          §    or accuracy of this news release.


          §    /NOTE TO PHOTO EDITORS: A photo accompanying this release is available on
          §    the CNW Photo Network and archived at http://photos.newswire.ca.
          §    Additional archived images are also available on the CNW Photo Archive
          §    website at http://photos.newswire.ca. Images are free to accredited
          §    members of the media/

For further information

   Lorne Woods, Vice President Investor Relations, Blue Note Mining, 800-937-3095, lwoods@bluenotemining.ca, www.bluenotemining.ca


Source: BLUE NOTE MINING INC.


 

Dann bekomme ich vielleicht meine dritte Position unter 0,30. Wäre Euch echt dankbar! KGV für 2008 ist traumhaft. Gesunkener Zinkpreis ist zwar nicht so schön; aber bei Blei dürften in der nächsten Zeit sehr gute Aussichten bestehen. Also nochmals: Bitte verkaufen. Ich will Eure Aktien!  

Die Marktkapitalisierung von Blue Note beträgt zur Zeit 152 Mio CAD.

Das sind die jährlichen Einnahmen auf der Basis aktueller Rohstoffpreise:
133 Mio CAD für Zink sowie 99 Mio CAD für Blei, Silber und Kupfer.

Fazit: Ich kaufe weiter!  

Press Release Source: BLUE NOTE MINING INC.

Blue Note Sells Balance of Zinc Concentrate
Wednesday October 17, 9:00 am ET

Shares outstanding: 287 Million Symbol & Exchange: BN-TSXV
MONTREAL, Oct. 17 /CNW Telbec/ Blue Note Mining is pleased to announce that it has selected Nyrstar (formerly Umicore and Zinifex) and Boliden as the buyers for the majority of the unsold balance of its zinc concentrate.

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"Blue Note is pleased to have reached agreements with Nyrstar and Boliden; this means we have secured purchase agreements with three large zinc refining companies and have these agreements in place for the life of the Caribou and Restigouche mines," said John Martin, Blue Note's COO.

Concentrate purchase contracts with all of Blue Note's buyers have been concluded. The key concentrate purchase terms are summarized as follows: (1) zinc and lead concentrates with standard by product credits; (2) the buyers are Nyrstar, Boliden and Xstrata; (3) a total volume of 85 percent of the projected output of zinc has been sold; (4) the concentrate terms are competitive for all concentrates.

Blue Note Mining is a Canadian mining company headquartered in Montreal with operations in Bathurst, New Brunswick. The company's shares trade on the TSX Venture Exchange under the symbol BN.

Forward-Looking Statements

This news release contains discussion of items that may constitute forward-looking statements within the meaning of securities laws that involve risks and uncertainties. Although the company believes the expectations reflected in such forward-looking statements are based on reasonable assumptions, it can give no assurances that its expectations will be achieved. Factors that could cause actual results to differ materially from expectations include the effects of general economic conditions, actions by government authorities, uncertainties associated with contract negotiations, additional financing requirements, market acceptance of the Company's products and competitive pressures. These factors and others are more fully discussed in Company filings with Canadian securities regulatory authorities.

          §    The TSX Venture Exchange does not accept responsibility for the adequacy
          §    or accuracy of this news release

For further information

   Lorne Woods, Vice President Investor Relations, Blue Note Mining, (800) 937-3095, lwoods@bluenotemining.ca, www.bluenotemining.ca


Source: BLUE NOTE MINING INC.  

Press Release Source: BLUE NOTE MINING INC.

Blue Note Ships Zinc Concentrate
Thursday October 18, 9:00 am ET

Shares outstanding: 287 Million Symbol & Exchange: BN-TSXV
MONTREAL, Oct. 18 /CNW Telbec/ - Blue Note Mining reports that its first shipment of zinc concentrate has been shipped from the port of Belledune, New Brunswick on October 17, 2007. This first shipment of approximately 5,600 metric tonnes of concentrate is enroute to Antwerp, Belgium.

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"We are pleased to be able to report delivery of this quantity of zinc concentrate this early in our ramp-up phase," said John Martin, Chief Operating Officer of Blue Note, "We have now successfully delivered both lead and zinc concentrates to our customers. Mine and mill operations are stabilizing and metallurgical performance is continuously improving. We expect to be meeting our planned production and metallurgical performance targets by year end"

Blue Note recently announced that it had customers for all of its lead concentrate and 85% of its zinc concentrate. "We are benefiting handsomely from record lead prices as lead accounts for roughly half of our total production," said Michael Judson, Blue Note's President and Chief Executive Officer.

Blue Note Mining is a Canadian mining company headquartered in Montreal with operations in Bathurst, New Brunswick. The company's shares trade on the TSX Venture Exchange under the symbol BN.

Forward-Looking Statements

This news release contains discussion of items that may constitute forward-looking statements within the meaning of securities laws that involve risks and uncertainties. Although the company believes the expectations reflected in such forward-looking statements are based on reasonable assumptions, it can give no assurances that its expectations will be achieved. Factors that could cause actual results to differ materially from expectations include the effects of general economic conditions, actions by government authorities, uncertainties associated with contract negotiations, additional financing requirements, market acceptance of the Company's products and competitive pressures. These factors and others are more fully discussed in Company filings with Canadian securities regulatory authorities.

          §    The TSX Venture Exchange does not accept responsibility for the adequacy
          §    or accuracy of this news release.

For further information

   LORNE WOODS, VICE PRESIDENT INVESTOR RELATIONS, BLUE NOTE MINING, (800) 937-3095, lwoods@bluenotemining.ca
   www.bluenotemining.ca


Source: BLUE NOTE MINING INC.  

Jetzt kommen wohl News!!!!!