Showing posts with label carpathian gold. Show all posts
Showing posts with label carpathian gold. Show all posts

Wednesday, April 27, 2011

carpathian gold 4 carpathian german ;-)

next investor lunch event @käfer's 2day ...

carpathian gold (TSX: CPN), Au + Cu, romania, brazil ...

imho great prospects => ive increased my struggling initial position @ CAD 0.435 today (my pilot buy is 30% down since end of january, a little bit worse than its peer group in that hard period of time, damn! the dislike button ;-( damn again!

any additional info? ... coming soon ...
well, i liked what CEO dino titaro told, i liked the high management/insiders + institutional involvement (approx 35% and 30% respectively), i didnt like the loooong time to go and the huuuuge amount of money needed in order  to bring the romanian project into production ... well, thats prolly why the stock is still that cheap yet, isnt it? hell, ive just read what ive written abt carpathian earlier, i couldnt put it better 2gether anyway:
  • #jarobuys carpathian gold. why? these euroscandic / fortuna guys who present all that resource companies in munich believe its a fair priced opportunity, so lets give it a try as well :-). well, there is not a single loser in my portfolio out of their recommendations and there are already approx 10-15 'euroscandic' companies out there! its fine if you have s.o. who pre-selects the really promising companies 4u, u see? ... [btw, after the market correction in march+april there are few losers among the euroscandic picks out there ;-(] so whats the story behind carpathian? very very simple! mr. market prices only their brazilian operations, their huuuuge romanian property isnt regarded at all! what if the political / environmental / project financing / etc issues work out well 4 carpathian in romania? that will be a many-bagger then, isnt it? carpathian gold 4 carpathian german like me? that sounds great, my dear!
  • same investment procedure as always: lets buy few shares + apply 4 companys newsletter + follow its development + decide later whether 2 increase the initial investment or not :-)

Thursday, January 27, 2011

northland resources? iron ore!


folks, there was the next investor lunch event @ käfer in munich yesterday. well, almost my whole family used 2 work at steel factory in kosice / eastern slovakia (me as well for few weeks as student 20+ years ago! i was the 'never sleeps' hot iron 'weighter' behind the railway scale in overnight shifts in my fathers smelting furnace department ~ its right after the fresh iron comes out of the oven => hot like hell!), thus iron ore, iron + steel often have been discussed at family table. although the factory is owned by u.s. steel now and only my younger brother still works there, my interest for steel business is still alive, u know? of course, ive welcomed the chance 2 attend the presentation (dont worry if u havent been there, the chairman anders hvide repeats the most important issues in the short video @ northland's website (news from january 26, 2011) ... well, im too tired now and a little bit sick on top, so lets just notice few issues before ill forget them 4ever :-):
  • iron ore exploration in sweden + finland
  • high quality + high content iron ore (69% Fe) => high premium above average iron ore price expected
  • start of production of the swedish mine in 2013, mine life 19 years, capex repaid in 4-5 years (or sooner?)
  • shipping via port narvik/norway 2 europe & china
  • well financed up to start of production => no additional financing and/or share dilution needed
  • same investment procedure as always: lets buy few shares + apply 4 companys newsletter + follow the developments + decide later whether 2 increase the initial investment or not. btw, my pilot buy few weeks ago (#jarobuys @ invitation in order 2 avoid the road show premium :D) is still slightly positive despite the sooooo weak general market for resource companies, thats a good sign, isnt it?
any risks out there? yes, of course, every explorer company is somehow risky ... lets mention just the imho most important one: the price of iron ore from 2013 on :-)

how does my iron ore division look like now?
  • vale
  • rio tinto
  • bhp billiton
  • cardero resources
  • alderon resources
  • cuervo resources
  • sherwin iron
  • matsa resources
  • globex mining
  • xstrata
  • talon metals
  • northland resources ~ welcome on board, my dear iron play!
go iron go! :o)
  • #jarobuys carpathian gold. why? these euroscandic / fortuna guys who present all that resource companies in munich believe its a fair priced opportunity, so lets give it a try as well :-). well, there is not a single loser in my portfolio out of their recommendations i think (and there are already approx 10-15 'euroscandic' companies out there! its fine if you have s.o. who pre-selects the really promising companies 4u, u see? btw, whats the story behind carpathian? very very simple! mr. market prices only their brazilian operations, their huuuuge romanian property isnt regarded at all! what if the political/environmental/etc issues work out well 4 carpathian in romania? that will be a many-bagger then, isnt it? carpathian gold 4 carpathian german like me? that sounds great, my dear!