Billigste Moly-Aktie der Welt?
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| Eröffnet am: | 08.02.08 09:45 | von: AtlantisReso. | Anzahl Beiträge: | 35 |
| Neuester Beitrag: | 11.02.08 17:28 | von: ariba_ariba | Leser gesamt: | 4.419 |
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... hat schon jemand eine leise Vorahnung um welche Aktie es sich handeln könnte?
die soll heute aufgenommen werden!
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| Billigste Molybdän-Aktie der Welt! | ||
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Das ganze kann man auf der Homepage von Tenajon nachlesen:
http://www.tenajon.com/s/Ajax.asp
hier der technische Report zum Ajax Projekt
The Ajax deposit, occupying a surface area of approximately 600 by 650 metres, is one of North America's largest undeveloped molybdenum deposits. At a 0.040% Mo cut-off the deposit hosts a 43-101 compliant inferred resource of 448.8 million tonnes grading 0.063% Mo (623.4 million pounds) and an indicated mineral resource of 38.8 million tonnes averaging 0.064% Mo (56.4 million pounds).
| Cutoff Grade Mo (%) | Tonnes > Cutoff | Mo (%) | MoS2 (%) | Million lbs Mo |
|---|---|---|---|---|
| 0.04 | 448,780,000 | 0.063 | 0.105 | 623.4 |
| 0.05 | 396,200,000 | 0.066 | 0.110 | 576.6 |
| 0.06 | 277,160,000 | 0.070 | 0.117 | 427.8 |
| 0.08 | 41,900,000 | 0.088 | 0.147 | 81.3 |
| Cutoff Grade Mo (%) | Tonnes > Cutoff | Mo (%) | MoS2 (%) | Million lbs Mo |
|---|---|---|---|---|
| 0.04 | 38,760,000 | 0.064 | 0.105 | 56.4 |
| 0.05 | 33,240,000 | 0.070 | 0.117 | 51.3 |
| 0.06 | 26,100,000 | 0.073 | 0.122 | 42.0 |
| 0.08 | 5,470,000 | 0.094 | 0.157 | 11.3 |
Fakten zusammengefasst:
- Für das zu 100% im Besitz des Unternehmens befindliche Ajax Molybdän Projekt gibt es bereits eine offizielle NI-43-101 Ressourcenschätzung nach der 623,4 Millionen Pfund Moly in der indicated (vermutet) Kategorie und 56,4 Millionen Pfund Moly in der inferred (angedeutet) Kategorie vorhanden sind. Ziel wird es sein, demnächst durch die derzeit laufenden weiteren Bohrungen diese Bodenschätze in die mesured (gemessene) Kategorie zu bringen.
- 600 Mio. Pfund Moly im Wert von 19 Milliarden $ nach NI 43-101 Standard (Ajax Projekt)
- Gute Infrastruktur beim Ajax Projekt mit Wasseranschluss und Straßen
- 6 Mio. Cash auf Konto bei rund 30 Mio. $ Market Cap
- Tenajon ist mit umgerechnet 0,05 $ pro Pfund Moly bewertet. Andere Companies sind mit gleichen Grades mit 0,30 $ und mehr pro Pfund MOly bewertet. Das würde einer ver - 6 - fachung entsprechen!!
- Wert der nachgewiesen Reserven: 600 Mio. Pfund Moly x 33 $ = 19,8 Milliarden $ ~~~ 19 Milliarden $
- Wenn Tenajon nur mit 1 % der nachgewiesen Reserven bewertet wäre, müsste die Aktie auf 3,40 $ steigen.
(19 Mrd. x 1% = 190 Mio. / 55,6 Mio. Aktien = 3,40 $ ! Aktueller Kurs 0,50 $) das würde auch in etwa einer ver - 6 - fachung entsprechen
- Desweiteren hat Tenajon Resources noch 2 Moly-Projekte zu 100% im Besitz ( Moly Brook und Burn Molybdenum)
Kansas Gold Projekt 40% und
Summit Lake Gold Projekt 100%
- Tenajon hat auch noch Rhenium vorzuweisen, dass ebenfalls auf den Projekten vorzuweisen ist. Rhenium kostet 9500 $ pro Kg !!
Tenajon ist im sehr frühen Stadium. Es gibt zwar schon ein NI 43-101 Report (Ressourcenermittlung nach kanadischen Standard), jedoch sind die aktuellen Bohrergebnisse darin noch garnicht eingeflossen, es könnte also gut sein,dass das Projekt auf xxx Mio pfund steigt und die Molygehalte ebenfalls besser werden !!
*
Hosts 623.4 million pounds of Molybdenum in Inferred Resources and 56.4 million pounds of Molybdenum in Indicated Resources
*
Mal als Erklärung der Begriffe:
Measured = Gemessen
Indicated = Angedeutet
Inferred = Vermutet
623,4 Millionen Pfund Moly in der indicated (vermutet) Kategorie und 56,4 Millionen Pfund Moly in der inferred (angedeutet) Kategorie. Ziel wird es sein, demnächst durch die derzeit laufenden weiteren Bohrungen diese Bodenschätze in die mesured (gemessene) Kategorie zu bringen.
Alle Infos auch auf der Website www.tenajon.com
The Ajax deposit, occupying a surface area of approximately 600 by 650 metres, is one of North America's largest undeveloped molybdenum deposits. At a 0.040% Mo cut-off the deposit hosts a 43-101 compliant inferred resource of 448.8 million tonnes grading 0.063% Mo (623.4 million pounds) and an indicated mineral resource of 38.8 million tonnes averaging 0.064% Mo (56.4 million pounds).
so steht das auf der website: http://www.tenajon.com/s/Ajax.asp
DO YOUR OWN DUE DILLIGENCE !!!
Ich glaube die gute alte Strategie "kaufen und ein paar jahre liegen lassen", könnte für Tenajon ganz gut zutreffen.
Das projizierte Kursziel würde sich ja nur als faire Bewertung ergeben, wenn man nur 1 der Projekte (Ajax) hernimmt. Aber die müssen das Moly von der inferred in die indicated Kategorie bekommen. Und ich denke das schaffen die! Vllt sogar noch mehr!
Nebenbei hat man dann ja noch 2 andere Moly-Projekte. 2 Gold-Projekte nahe an der Produktion (nah steht hier für 2+ Jahre) und als Nebenprodukut beim Moly noch das Rhenium welches auch noch etwas wert ist.
Sprott könnte sich evtl. auch bald einschalten. Hier ist eine Menge Fantasie vorhanden, aber noch mehr FAKTEN und Ressourcen sind hier am Start.
Gute Projekte, Gute Ressourcen, starkes Management, was will man mehr
Tenajon 2008 Explosion Party VIII
Snapshot: ABM CPQ ENG EXS FGT NAG SNO SWB TDC TJS
Better watch out for TJS during the next 48 hours. If you are looking for a good entry price here is the formula:
Today's closing price X 3.147658
Seriously, there are two ingredients which drive this stock at this very moment:
If Ajax' inferred moly resources (679 million pounds of molybdenum) can be upgraded to indicated resources, Ajax alone should be worth $5. Two additional high grade moly properties, advanced gold projects close to production + rhenium as a byproduct can turn this sleeping giant into the best performing stock of this decade.
The second ingredient which will drive the momentum: People are finding out about it...
I have posted this story in about 10 countries, + found recently parts of my blog messages in Mongolia, and this happens to be the one country where I don't have any family. I doubt that anybody ever put his reputation on the line by recommending one stock daily over a period of a year (Sorry Mr Grandich, yes you are also a friend of Northern Dynasty, and you could not be more correct about it).
Best of luck + Peace
JK
Most Important:
Happy Birthday Dad, I wished I was there, all the best and another 100 years
The Molybdenum Story and Tenajon Resources
Snapshot: CTG ENG IXS MAI OPWV QUA SNO TCM TJS TTQ
The following article is a must read if you don't want to miss the molybdenum train.
http://www.sprott.com/pdf/moly-barrons.pdf
The following company may be able to prove molybdenum resources in excess of 1 billion pds.(currently 679 million pounds of inferred molybdenum + 2 additional deposits with Burn Molybdenum and Moly Brook). With a current Market Cap of CAD 27 million and a chance to prove resources comparable to GMO which trades at a market cap which is 20 times higher than Tenajon, I consider TJS the most undervalued stock and the best investment opportunity I personally have known since I started investing in juniors. On March 8, 2007 I recommended TJS at 28 cts days before it shot up to $1.20 and after years where it traded in the 20 cts range
In April I came up with my Top Molybdenum Stock Picks
http://www.stockhouse.com/...viewpost&blogID=749&postID=15731
Ironically, my #2 pick Quadra Mining increased by 300% since I recommended it, while GMO went up 400%, but my $3.50 target for TJS, which I still consider as fair value even based on the data in 2007 did not happen. TJS went twice to $1.20+, but eventually the share price was controlled ever since then in spite of the news confirming Mr. Sheldon Inwentash's personal investment in Tenajon resources. Mr. Inwentash is the founder, chairman, and CEO of Pinetree Capital and is known for his excellent stock picking instincts. Nevertheless, we are still waiting for the one signal which can move TJS' share price in spite of the concentrated efforts of the relevant institution (no names here..) which succeeded as well in driving retail investors away from Solex Resources, Candente resources and many others. The guys on the TJS board are as smart, experienced as one could be, and we are hanging in there until it happens. Could be the Ajax upgrade (679 million pounds of inferred to indicated), but could be as well German Investors who clearly recognize how tremendeously undervalued this stock is. There is the rumour about a German stock investment report coming out next Tuesday. 50 cts for TJS is comparable to paying 5 grand for the S-class from my perspective since molybdenum is in demand, in particular due to China's and India's needs. Finally China's rare metal restriction basically erased 40% of the existing molydbenum resources from the world market. Several other rare metals such as indium and rhenium are now trading at 4 figures due to similar supply/ demand inbalances, yet it seems forgotten that these metals were trading in 2 digit range only a short while ago. And surprise, suprise I had never seen any analyst reports giving us an indication beforehand. Not to blame anybody for not predicting the unexpected, but vice versa why should one believe in a $15 molybdenum price in 2011 in absence of any logical reasons. I expect molybdenum to exceptionally rise over the next few years and never return to the current price level. Do your research. Peace and Good luck JK
http://www.tenajon.com/s/Home.asp
Tenajon Resources Corp. is a mineral exploration company actively engaged in the acquisition, exploration and development of strategic mineral properties. Currently, the Company is focusing 100% of its efforts on advancing its Canadian molybdenum exploration projects -- Ajax, Moly Brook and Burn. In 2007, diamond drill programs were completed at the Ajax Molybdenum Project located near Alice Arm, B.C., the Burn Molybdenum Project located near Hazelton, B.C. and the Moly Brook Project located on the southern coast of Newfoundland.
In addition, Tenajon has two advanced exploration gold projects in its property portfolio, the Kansas Claim and Summit Lake. Joint venture partners Pinnacle Mines Ltd. and Mountain Boy Minerals Ltd. are successfully advancing Tenajon's Kansas Claim.