Alderon Resources neues Minenschnäppchen?

seit Bekanntgabe der zwei neuen Manager geht es wieder etwas berauf. Gehe jedoch nicht davon aus, dass diese Meldung der Hauptgrund dafür ist. M.M.n. war eher der Rücksetzer viel zu heftig und entsprechend dreht es nun wieder nach Norden.

"VANCOUVER, BRITISH COLUMBIA--(Marketwire - June 13, 2011) - Alderon Resource Corp. (TSX VENTURE:ADV)(OTCQX:ALDFF) ("Alderon") is pleased to announce the appointment of Mr. Todd Burlingame as Executive Vice President Environment & Aboriginal Affairs effective as of June 13, 2011 and Mr. Gary Norris as Executive Vice President Government & Community Affairs effective as of July 4, 2011.

Mr. Burlingame has over 20 years of experience in the mining sector across Canada and has worked for Nalcor Energy for the past three years as the Manager of Environment and Aboriginal Affairs and Chief Negotiator for the 3000 Megawatt Lower Churchill Hydroelectric Project. Nalcor Energy is the Crown Corporation advancing the Lower Churchill Project, located in Labrador, Canada, on behalf of the Province of Newfoundland and Labrador.
...."

http://www.marketwire.com/press-release/...sx-venture-adv-1525742.htm  

die 2€-Marke stellt sich als sehr widerspänstig heraus. Es gelingt der Aktie zur Zeit einfach nicht, diese Hürde nachhaltig zu überschreiten. Heute nimmt sie den nächsten Anlauf. Mal schauen ob's klappt.
Von der Alderon gibt es momentan keine News (jedenfalls konnte ich keine ausfindig machen). Daher wird der Kurs wohl noch etwas vor sich hin tümpeln. Ich bin jedoch überzeugt, dass bei einer positiven Meldung Kurse von 3€ und mehr relativ rasch wieder tatsache werden.

Gruss und weiterhin viel Erfolg.  

... bringt hoffentlich neuen Schub:

"Alderon Corp. planning drilling program near Duley Lake
Topics : Alderson Resource , Altius Mineral Exploration Company , Duley Lake , Labrador , Wabush
There's a possibility of a new mining operation setting up south of Duley Lake.

Alderson Resource Corporation is currently going through the province's Environmental Assessment process.

The exploration drilling program, if approved by the province's environment minister, would see some of the work being done within the Eastern Habitat joint Venture Management Unit.

According to information on the province's environment department website, Alderon proposes to complete 20,000 metres of drilling (total) at 25 to 30 locations.

"Access to the drill sites will be via existing roads and ATV trails," the press release states. "A skidder or dozer will be used to assist in moving the drill rigs throughout the site. Water will be required for drilling operations and proposed withdrawal locations are identified within the registration document. No exploration drilling will take place within 50 metres of any waterbodies within the project area."
...."

http://www.theaurora.ca/News/2011-06-29/...ntal-assessment-underway/1  

über die 2€.
Sieht doch nach einem versöhnlichen Wochenabschluss aus.  

die Alderon scheint wieder etwas Schwung aufzunehmen. Nachdem wird ei 2€-Hürde genommen haben, sieht's nun ganz gut aus.
Die aktuelle Kurssteigerung überrascht mich jedoch schon ein bischen. Ein Anstieg im 2-stelligen Bereich ohne eine News ist schliesslich auch bei der Alderon nicht alltäglich.
Naja, freuen wir uns erst mal und warten ab, ob evtl. noch eine Meldung kommt.  

Alderon Strengthens Mining Team With Addition of Former Iron Ore Company Vice President as Chief Executive Officer

"Alderon Resource Corp. is pleased to announce the addition of Mr. Tayfun Eldem, P.Eng. as the President and Chief Executive Officer of the Company effective as of September 7, 2011, at which time Mr. Mark J. Morabito will assume the role of Executive Chairman and Mr. Stan Bharti will assume the role of Vice Chairman.

Mr. Eldem has worked for the Iron Ore Company of Canada ("IOC"), a Rio Tinto subsidiary, for more than 20 years. During this period, Mr. Eldem has held many senior roles including Vice President, Expansion Projects & Engineering and Vice President, Operations & Engineering. Most recently Mr. Eldem was accountable for the development and delivery of a nearly $2.0 billion program of green and brown fields expansion projects. Additional responsibilities included strategic and tactical oversight of clean air and GHG reduction programs and the execution of sustaining capital investments and mineral exploration.

Prior to his Projects role, Mr. Eldem was responsible for all of IOC's "Operations" including the mine, process plants, rail and port facilities. Mr. Eldem led a team of about 2,000 to deliver two consecutive years of record annual material movement at the mine and record ore processing through the concentrator.

Mr. Eldem is a professional engineer who graduated from Technical University of Nova Scotia (TUNS) in Halifax and will be based out of Alderon's Montreal office. "


http://www.marketwatch.com/story/...07-06-830440?reflink=MW_news_stmp  

"Bigger, Better, Stronger Team!

In the past few months Alderon has not only completed a 5,000m winter drill program and commenced a 26,000m summer/fall drill program, the company is also successfully growing its already exceptional executive team. Alderon seems to be moving towards production at lightning speed – evident not only by how quickly the Kami deposit is being developed but also by the strategic growth of its management team.

Clearly on Their Way to Production
Alderon just announced that effective September 7, Tayfun Eldem, yet another former IOC executive, will also be joining the Alderon team as President and Chief Executive Officer. During his 20 years with IOC, Tayfun held several positions including Vice President, Expansion Projects & Engineering and Vice President, Operations & Engineering and was responsible for IOC’s mine, process plants, rail and port facilities.
..."

http://www.alderonmining.com/_resources/media/...-TheGrandichBlog.pdf  

... da ist auch die Alderon dabei:

"Hampton Growth (HGR) Selected as a Sponsor of the 2011 Global Hunter Securities Conference in San Francisco

Conference Expected to Bring Together Nearly 200 Presenting Companies and Over 400 Institutional Investors

Hosted by Global Hunter Securities (GHS), the 2011 GHS Conference will bring together companies and institutional investors from three different verticals: Energy, Metals & Mining, and China. The three-day event will feature seven concurrent tracks of company presentations and provide a forum for management teams to discuss their growth plans, current outlooks and competitive positioning. Nearly 200 presenting companies and over 400 institutional investors are expected to attend the conference. One-on-one sessions will take place throughout the day.
...."

http://www.marketwatch.com/story/...o-2011-07-07?reflink=MW_news_stmp  

und es kann m.M.n. noch ein Weilchen so weiter gehen.
Wie aus angefügtem Bericht zu entnehmen ist, ist ein Ende der Entwicklung in Labrador nicht absehbar:

"Labrador City copes with booming development

Labrador City is growing rapidly and keeping pace with development is a rising challenge for the municipality.

The growth comes in the wake of several announcements by the big mining companies in the area. The Iron Ore Company of Canada (IOC) is going through an expansion that is expected to see up to 900 new permanent positions.

Alderon Resource Corp. is also doing mineral exploration in the Duley Lake area and is looking to set up a mine there by 2014. As a result, there has been an increase of full-time and temporary workers in the area, and it looks like the growth isn’t going to ebb anytime soon.
..."

http://www.theaurora.ca/News/2011-07-18/article-2659995/Keeping-pace/1  

bin mal gespannt, ob wir diesmal die Hürde von 3€ einnehmen werden.
Es darf ruhig noch ein Weilchen so wie in den letzten Tagen weiter gehen...  

"Alderon Resource Corp. and Noront Resources Ltd. Under Current Evaluation

Equedia.com and The Equedia Weekly Letter provides research on Canadian companies with a focus on mining and resource stocks. Equedia is continuing research and evaluation on the prospects of Alderon Resource Corp. (TSX VENTURE: ADV) and Noront Resources Ltd. (TSX VENTURE: NOT).  To be further notified of our updates on these companies and special report editions through the Equedia Weekly letter, please obtain your free subscription here:  

http://equedia.com/equediaweekly
..."

Link zur Meldung:
http://www.baystreet.ca/users/newswire/viewarticle.aspx?id=393596  

vom Kami-Projekt.
Der nächste Schritt zur Produktion:

"Alderon: Metallurgical Testwork Indicates Marketable Sinter Feed Product

VANCOUVER, BRITISH COLUMBIA, Aug 03, 2011 (MARKETWIRE via COMTEX) -- Alderon Resource Corp. /quotes/zigman/589473 CA:ADV +1.70% (otcqx:ALDFF) ("Alderon") is pleased to announce preliminary metallurgical results based on analysis and interpretation by BBA Inc. of the testwork available to date on the 100% owned Kamistiatusset ("Kami") Iron Ore Project in western Labrador. Projected weight recovery and iron recovery will be 37.8% and 82.8% respectively. The concentrate produced will have a P50 of approximately 167 microns and a P80 of 263 microns. Based on Alderon's preliminary market survey, it is believed that this particle size distribution will be an acceptable product for a sinter feed application.

The Kami Project Scoping Study scheduled for September 2011, will consider the production of a single combined concentrate from spiral separation ("spirals") and from a magnetic separation processing plant ("mag-plant"). Approximately 78% of the total concentrate is expected to be produced by the spirals and 22% by the mag-plant.
..."

http://www.marketwatch.com/story/...08-03-831250?reflink=MW_news_stmp  

zur Zeit von der Alderon.
Die Aktie konnte sich leider dem neusten Rücksetzer auch nicht entziehen. Sie liegt jedoch im Vergleich mit anderen Unternehmen gar nicht so schlecht im Rennen. Und bei einer hoffentlich baldigen Erholung der Gesamtmärkte sollte auch die Alderon wieder Richtung 4$ bzw. 3€ gehen.
Uns bleibt nichts anderes übrig als abzuwarten....  

Die Story nimmt immer konkretere Formen an:

".... Alderon has now proven that they should be able to produce a product that not only meets market criteria but will be competitive, appealing to a wide range of buyers. The company has also demonstrated that it will not have to build a pelletizing plant which is huge news as it lowers capital costs drastically. The son of Consolidation Thompson looks more and more like it can make it’s papa proud.

I’m looking forward to the news flow over the next few weeks including the publication of the Scoping Study, set to be released in September, followed by an updated resource estimate also expected in Q3. This updated resource will include the new North Rose Zone and is expected to increase the overall resource to 800 million – 1 billion tonnes at a grade between 28-32% iron ore."

http://www.alderonmining.com/_resources/media/...-TheGrandichBlog.pdf  

hier nur ein kleiner Auszug aus einem Invterview im "Business Insider":

"Rodney Cooper: Bullish on Iron Ore and Copper
....
TGR: The new target prices for some of the names you cover are surprising. The biggest jump belonged to Alderon Resource Corp. (TSX.V:ADV; OTCQX:ALDFF), which has the Kami iron-ore project in the Labrador Trough, an area known to hold large iron-ore deposits. Alderon jumped an impressive 20%, which means the junior is very sensitive to iron-ore prices.

RC: Companies that have undeveloped assets and are planning to be into production in three to four years are very highly leveraged to the longer-term price of iron ore. Alderon is certainly my top pick in the iron-ore space in Canada now.

This is a great company. It is staffed by iron-ore veterans from Rio Tinto, Iron Ore Company of Canada and Consolidated Thompson Iron Mines Ltd. (TSX:CLM). These are people who have the capacity and experience to help build a mine and operate a mine.

In general, I am not a keen investor in many of these junior stories. So many of the junior stories may have reasonable resources delineated, but they are talking billions of dollars and a decade to get into production. Railways and ports have to be built. Most junior iron-ore stories are going to struggle. If you buy into this thesis that supply is going to overtake demand and prices are going to drop, many of these mega-projects in the hands of juniors are just never going to make it. They're just not going to be there in time.

Alderon, in contrast, has the use of a public domain railway, the Québec North Shore and Labrador Railway. It has the Port of Sept-Iles facilities at Point Noire. Here's a junior with a high-quality asset that can build a mine for less than $1B in four years or so. It doesn't have to build railways or ports. The simplicity of the project is the relatively low cost and being relatively quick into the marketplace. That is going to make all the difference in the world between the juniors that make it and the juniors that just don't quite make it. So, we love Alderon.

TGR: Do you think it's likely it will get offtake agreements and build partnerships? Or do you think it gets taken out before that?

RC: Anything is possible. There is a lot of merger and acquisition activity in iron ore. Cliffs Natural Resources Inc. (NYSE:CLF) did acquire Consolidated Thompson, but only after it built a mine and took a lot of the risk out of the story. That could easily happen. Other major players in the Labrador Trough would be less likely to go after Alderon, but it would be a complementary asset for Cliffs.
...."

hier der Link zum Bericht:
http://www.businessinsider.com/...llish-on-iron-ore-and-copper-2011-8  

 

"Die Welt benötigt jedes Jahr zusätzliche 100 Mio. Tonnen Eisenerz

Jedes Jahr für die nächsten acht Jahre braucht die Welt zusätzliche 100 Mio. Tonnen Eisenerzangebot, um das prognostizierte Nachfragewachstum zu befriedigen – dieser Ansicht ist zumindest der Bergabkonzern Rio Tinto.

Um das zu erreichen, müsste die weltweite Eisenerzproduktion sich über diesen Zeitraum fast verdoppeln, zeigen Branchen Daten. Laut Rio Tinto sei das – zumindest in den ersten Jahren – durch die derzeit laufenden Erweiterungen der Kapazitäten der großen Produzenten abgedeckt.

Dennoch sei dies eine atemberaubende Steigerung der Nachfrage aus Märkten wie China, Indien, Indonesien,Vietnam und Ländern in Afrika und Südamerika, die sich allesamt weiter industrialisieren und urbanisieren würden, hieß es von Rio Tinto. Die so genannten Emerging Markets sind für 75% der weltweiten Eisenerznachfrage verantwortlich und 90% davon stammen aus China.

..."

http://www.goldinvest.de/index.php/...e-100-mio-tonnen-eisenerz-22036  

Ein nächster Schritt zum Produktionsstart im 2015 ist erfolgt.
Gemäss der Machbarkeitsstudie ist bei der Alderon alles im grünen Bereich!!!!

"Alderon Releases Positive Preliminary Economic Assessment

Alderon Resource Corp. (otcqx:ALDFF) ("Alderon") is pleased to announce that it has received the results of the Preliminary Economic Assessment ("PEA") on the Rose Central Deposit of the Kamistiatusset ("Kami") Iron Ore Property in western Labrador. The PEA was completed by BBA Inc. ("BBA") located in Montreal, Quebec and Stassinu Stantec Limited Partnership ("Stantec") located in St. John's, Newfoundland & Labrador and is effective as of September 8, 2011. The complete report will be filed on SEDAR and Alderon's website within 45 days of this news release.

Highlights of the Rose Central Kami Iron Ore PEA include:
       
       --  Concentrate production rate of 8 million tonnes per year at a grade of
           65.5% iron
       --  Commercial production commencing in 2015 with a mine life of 15.3 years
       --  Capital cost of US$989 million (excluding closure costs, sustaining
           capital & leased equipment)
       --  Pre-Tax IRR of 40.2%
       --  NPV (discounted at 8%) of US$3.07 billion
       --  Payback period of 2.7 years
       --  Total operating cost (excluding royalties) of US$44.87/tonne concentrate
           (averaged over the life of mine)

"We are very excited to see such a high NPV, especially since this PEA is only based on the Rose Central zone of the Kami Property. There is significant upside once we include North Rose and Mills Lake," says Tayfun Eldem, President and CEO of Alderon. "These positive results allow us to move directly to the Feasibility Study phase and we expect that report by the third quarter of 2012."
...."


http://www.marketwatch.com/story/...nomic-assessment-2011-09-08-83270  

"Studie bescheinigt Alderon Resource Eisenerzprojekt einen Wert von 3 Mrd. Dollar!

Der kanadische Eisenerz-Junior Alderon Resources (WKN A1CS91) legte am gestrigen Donnerstag eine vorläufige Studie zur Bewertung eines Teils seines Eisenerzprojekts Kami in Labrador vor. Diese sagt voraus, dass der Bau einer Mine mit einer Produktion von 8 Mio. Tonnen pro Jahr 989 Mio. Dollar kosten würde.

Darüber hinaus wurde dem Projekt in der Studie (PEA = Preliminary Economic Assesment) eine interne Rendite vor Steuern von 40% zugestanden. Der Net Present Value oder NPV (mit einem Abschlag von 8%) wird auf 3 Mrd. Dollar veranschlagt. Vielleicht noch attraktiver ist die in der Studie angesetzte Amortisierungsdauer von lediglich 2,7 Jahren.

Man freue sich sehr, dass die PEA einen so hohen NPV ansetze, insbesonder, da sie allein auf der Rose Central-Zone der Kami-Liegenschaft basiere, erklärte Alderongs CEO Tayfun Eldem. So bestehe erhebliches Aufwärtspotenzial, wenn man die Zonen North Rose und Mills Lake in eine aktualisierte Studie einschließe. Diese Ergebnisse erlauben es Alderon nach Aussage von Eldem nun direkt die Erstellung einer Machbarkeitsstudie einzuleiten. Diese wolle man im dritten Quartal 2012 vorlegen, so Eldem weiter.
..."


http://www.goldinvest.de/index.php/...nen-wert-von-3-mrd-dollar-22126  

Aufgrund meiner Ferienabwesenheit kommen die letzten Meldungen etwas verspätet.
Aus diesen Meldungen ist ersichtlich, dass der Kursrücksetzer der letzten Woche(n) vollkommen übertrieben ist. Für mich ist und bleibt die Alderon ein sehr interessantes Invest in die Zukunft:

"Alderon Expands Corporate Presence in Newfoundland & Labrador

One of Canada's leading iron ore development companies has expanded its presence in Newfoundland & Labrador. Alderon Resource Corp. ("Alderon") /quotes/zigman/589473 CA:ADV +2.02% (otcqx:ALDFF) today announced the opening of a corporate office in St. John's as it continues to advance its iron ore project, the Kamistiatusset ("Kami") Property.

The 100% owned Kami project is located outside Wabush and Labrador City in Western Labrador. Alderon has completed a preliminary economic assessment and announced an iron resource estimate.

"The timing is right to firmly establish Alderon's presence in Newfoundland & Labrador given the positive results we have seen in our preliminary economic assessment of the Kami project," said Tayfun Eldem, President and CEO of Alderon. "This is an exciting day for our company as we move into the next phase of development."
..."

http://www.marketwatch.com/story/...oundland-labrador-2011-09-21-9400  

"Eine neue Studie zeigt, wie wertvoll ein Areal der Gesellschaft in Kanada ist. Dabei können die Schätzungen in Zukunft sogar noch besser ausfallen.

Nach intensiven Untersuchungen und 25 Bohrungen, die insgesamt mehr als 6.300 Meter umfassten, hat Alderon Resource (WKN A1CS91) nun Gewissheit. Unter dem Areal von North Rose auf dem Eisenerzprojekt von Kamistiatusset, kurz Kami genannt, liegen ebenfalls große Eisenerzvorkommen. Eine nach dem Standard 43-101 erstellte Studie zeigt, dass dort 480 Millionen Tonnen Gestein mit einem Eisengehalt von 30,3 Prozent lagern, die in die Kategorie geschlussfolgert fallen.

Das Alderon Resource vollständig gehörende Kami-Projekt im Westen von Labrador umfasst insgesamt drei Zonen: North Rose, Rose Central und Mills Lake. Durch die neue Studie kann gleichzeitig das Potenzial für das gesamte Projekt erhöht werden. Nach derzeitigem Stand der Untersuchungen und Berechnungen lagern unter den drei Zonen 490 Tonnen Gestein mit 30,0 Prozent Eisen, die als angezeigt (indicated) eingestuft werden können. Weitere 598 Millionen Tonnen mit 30,3 Prozent Eisen fallen in die Kategorie geschlussfolgert (inferred). Bisher hatte man in dieser Kategorie nur 118 Millionen Tonnen Gestein erfasst. Die neue Studie weitet somit den Wert des Areals deutlich auf.
...."

http://www.be24.at/blog/entry/664863/...-kami-hat-noch-mehr-potenzial  

die Aktie muss ganz einfach wieder hoch gehen. Die Voraussetzungen hierfür sind schlicht nicht von der Hand zu weisen.

"Alderon Reports Results From Mills Lake in Preparation for Upgraded Resource

VANCOUVER, BRITISH COLUMBIA, Oct 06, 2011 (MARKETWIRE via COMTEX) -- Alderon Iron Ore Corp. /quotes/zigman/6867237 CA:ADV +12.11% (otcqx:ALDFF) is pleased to announce the first set of drill results from the ongoing drill program on the 100% owned Kamistiatusset ("Kami") Iron Ore Project in western Labrador. These results are from the Mills Lake Zone and are all within the currently defined National Instrument ("NI") 43-101 resource estimate. They will be used to upgrade the resource from the inferred to the indicated category in preparation for the Feasibility Study.
....
"We are very pleased to be intersecting the expected grade and thickness during our infill drilling program," says Tayfun Eldem, President and CEO of Alderon. "We are well on our way to upgrading our resource from the inferred to indicated category in order to produce a Feasibility Study in Q3 of 2012."
..."

http://www.marketwatch.com/story/...10-06-831400?reflink=MW_news_stmp  

aufgrund der Namensänderung wird die Aktie unter einer neuen ID gehandelt. Somit schliesse ich diesen Thread hier und eröffne unter der neuen ID eine Neuen.

Hier die neue ID: WKN: A1JL1GISIN: CA01434T1003
                           ALDERON IRON ORE CORP Aktie

Hier der Link zur Meldung:

http://pr-usa.net/...ontent&task=view&id=913515&Itemid=29  

nun wurden die beiden WKN-Nr. im Zusammenhang mit dem Namenswechsel auch bei Ariva zusammengeführt.

Damit wir die ganz History der Alderon zusammen haben, fahre ich mit dem ursprünglichen, dem vorliegenden Thread wieder weiter.  

"Alderon Registers Kami Project - Planned Production of 16-million Tonnes per Year

Alderon Iron Ore Corp. (TSX: ADV) (OTCQX: ALDFF) (“Alderon”) is pleased to announce that it has initiated the Federal and Provincial Environmental Assessment processes for the 100% owned Kamistiatusset (“Kami”) Iron Ore Project in western Labrador. Alderon has submitted the required documentation (the “Registration Documents”) to the Canadian Environmental Assessment Agency and the Department of Environment and Conservation, Government of Newfoundland and Labrador and each of these agencies has confirmed acceptance of the filing of the Registration Documents.

The Registration Documents include provision to increase planned production at the Kami Project to 16 million tonnes of iron ore concentrate annually as part of a second phase capital expansion. Alderon believes that on the completion of definition drilling planned for the winter 2012 drill program, that it will be able to upgrade a substantial portion of its currently defined inferred resources to the indicated resource category. Assuming the successful completion of the resource upgrade, the expansion to 16 million tonnes will be included in the Feasibility Study.

“The filing and acceptance of the Registration Documents mark a significant step forward in advancing our Kami project towards receiving the necessary approvals to allow construction to commence on schedule in late 2013,” says Tayfun Eldem, President and CEO of Alderon. “We included the planned expansion to 16 million tonnes in the Registration Documents based on our confidence in the size and quality of Alderon’s resource combined with a robust iron ore market that will allow Alderon to build a long life mining operation and use the cash flow from its initial phase to fund a rapid expansion.”
..."

http://www.alderonironore.com/_resources/news/...0-25-NewsRelease.pdf