. Energizer Resources Inc.

Hallo an alle, wer ist denn hier noch investiert ?

schürfsaison beginnt jetzt auf der Südhalbkugel

ENZR hat Zukunft...

 

Spätestens in der ersten Novemberwoche kommt die PR.

Der Kurs ist schon langsam angesprungen.

 

PR:

Energizer Resources Announces Appointment of Richard Quesnel to Board of Directors

http://www.energizerresources.com/index.php?option=com_content&view=article&id=359:vanadium-batteries-energizer-resources-announces-appointment-of-richard-quesnel-to-board-of-directors&catid=12:2010&Itemid=26

 

Also die frühere Uranium Star war von mir mal ein Blindkauf allerdings hatte ich die Papiere dann einfach liegen lassen. Und nun scheint es so als würde bewegung in die Sache kommen. Habe ein Bericht gelesen, das China Ihre Exporte von seltenen Erden von 30.000 Tonnen auf 18.000 Tonnen jährlich reduzieren wollen. Also tolle Aussichten sollte das werden mit den Bohrungen ;o)))

Megas hast du ne Erklärung was hier abgeht ?

Energizer Resources Plans More Talks in China on Madagascar Vanadium Mine

Energizer Resources Inc., the Canadian mineral-exploration company, will hold a second round of talks with a Chinese company about becoming a strategic partner in a vanadium project in Madagascar.

Energizer expects to announce “in coming weeks” that its Green Giant project in the south of the Indian Ocean island has estimated resources of as much as 60 million metric tons of vanadium pentoxide, Brent Nykoliation, vice president of business development at the Toronto-based company, said in a phone interview on Oct. 26.

The company said this year the deposit had estimated resources of about 26 million tons of the metal, which is used to harden steel and to make batteries.

Madagascar’s oil and mineral wealth has attracted international investors including Rio Tinto Plc, the world’s third-biggest mining company, which owns a $1 billion ilmenite project in the southeast of the country. Canada’s Sherritt International Corp. is developing a deposit 80 kilometers (50 miles) east of Antananarivo, the capital, that is set to produce 60,000 metric tons of “high-grade” nickel annually for at least 27 years, according to the company’s website.

Last year, the government suspended issuing mining permits amid a political crisis that began when President Andry Rajoelina ousted his predecessor, Marc Ravalomanana, with the help of the army. Energizer’s discussions with the Malagasy government over a mining permit are continuing, Nykoliation said.

Energizer shares rose 3 cents, or 9.7 percent, to C$0.34 at 9:47 a.m. in Toronto. The price of pentoxide containing 98 percent vanadium has risen 9.5 percent so far this year to $6.95 per pound, according to Metal Bulletin.

Output in 2014

The Green Giant mine is expected to begin output in 2014, Nykoliation said. Global production of vanadium pentoxide is currently 107,000 tons and if the resource estimate is confirmed, Energizer would have 13 percent of the world’s current supply, he said. That would enable the company to compete with suppliers including Evraz Highveld Steel and Vanadium Ltd. in South Africa.

Green Giant is “one of the largest vanadium deposits in the world and it is 100 percent owned,” Nykoliation said.

Energizer’s strategy is to “find a strategic joint-venture partner in the battery industry and the steel industry as our project is unique in being able to supply both,” Nykoliation said. The company has already held a first round of talks with a potential partner in China, Nykoliation said.

“China and Japan have been mandated by their governments to increase the strength of steel in their buildings,” said Nykoliation. “China and India are consuming steel like you wouldn’t believe.”

South Africa is the world’s biggest vanadium producer.

To contact the reporter on this story: Hannah McNeish in Antananarivo via Johannesburg at pmrichardson@bloomberg.net

To contact the editor responsible for this story: Antony Sguazzin in Johannesburg at asguazzin@bloomberg.net

Quelle: http://www.bloomberg.com/news/2010-10-28/...dium-mine.html?cmpid=yhoo

Gruß Mad  

+ Großer Resourcenförderer hält ca. 13% der Aktien von ENZR

+ Starkes Managementteam

------

diese Aktie war und ist immer noch ein schnäppchen.

2014 wird gefördert. Bis dahin können joint ventures oder übernahmeangebote kommen.

Zudem hat ENZR noch 2 weitere unerschlossene Projekte.

 

Energizer Resources Inc. (formerly Uranium Star Corp.) (TSX.V: EGZ) (OTCBB:ENZR) (FRANKFURT:YE5) (“Energizer” or “the Company”)  announces that it has retained The Balloch Group, based in Beijing,  China, to provide the Company with advisory and consulting services in  connection with the Company’s Green Giant vanadium project in  Madagascar.   The Balloch Group has been retained to assist the Company  in identifying potential strategic partners from China to participate in  the development of the Green Giant vanadium project and to provide  necessary services and support to negotiate and finalize a strategic  alliance with a Chinese partner.

 

The Balloch Group is a  leading independent financial advisory and merchant banking firm based  in China serving domestic and international clients. The Balloch Group  has offices in Beijing, Shanghai, Wuhan, Hangzhou, Hong Kong, New York,  Vancouver and San Diego. Having advised on more than $6 billion in  cross-border transactions over the last few years, The Balloch Group was  ranked as the number one boutique investment in China in 2008 and 2009  by ChinaVenture.

The Balloch Group was the  exclusive financial advisor to one of China’s major steel producers in  connection with its $240 million strategic investment in Consolidated  Thompson Iron Mines Limited (TSX: CLM).

The Balloch Group was founded in 2001 by Howard Balloch, Canada’s ambassador to China from 1996 to 2001.

Julie Lee Harrs, President and COO of the Company, said, “With his  decades of experience in China, his deep knowledge of China, and his  business contacts and relationships, Howard Balloch and his team at The  Balloch Group will provide valuable insight into China and will be able  to introduce Energizer Resources to strategic partners, be it in the  steel or battery industries, who are interested in securing vanadium  off-take from our Green Giant project.   We look forward to working with  The Balloch Group as we advance our project."

http://www.energizerresources.com/...d=360&catid=12&Itemid=26

 

Wenn das jetzt mal nicht ne Ansage ist:

- PR über neue Schürfdaten zum Green Giant kann jeden Moment kommen

- Seit Tagen kontinuierlicher Volumen und Kursanstieg

- Firma beauftragt in China strategischen Partner zu finden

- BOD-Mitglied von Milliardenfirma kürzlich mit an Bord

 

ich wart mit meiner Posi bis die Produktion 2014 anläuft oder ENZR übernommen wird. Gut dass ich bei 0,168 nochmal aufgestockt hat.

 

p.s. jmd aufgefallen... Stuttgart RT zeit 0,47 Bis/Ask. Dabei sind es in den Staaten und Kanada gerade mal 0,47

 

Hallo zusammen, lange habe ich mich aus dieser Aktie verabschiedet. Jedoch habe ich genau jede Entwicklung beabachtet, auch in USA Foren usw. Die Vanadium Story hat wesentlich mehr Potenzial als die Uran Story. Allein deshalb weil der Wert nach bislang bestätigtem Vanadiumvorkommen bei über 3 Milliarden $ liegt. Es wurde bereits mehrfach angekündigt, dass das Volumen der Ressource noch weitaus höher sein könnte wie bislang veröffentlicht. Julie Harris teilte mit, dass ein Update im November hierzu kommen wird. Sollte sich dies bestätigen, wird das der Aktie noch einen kräftigen Schub geben, die Firma ist bei Rohstoff und Exprations Investoren bereits stark auf dem Schirm. Kurse um 1,50$ sind meiner Meinung nach dem rasanten Anstieg der letzten Monate absolut realistisch. Was aber das geniale an dieser Firma ist, Sie sind nicht auf kurzfristigen Aktiengewinn sondern auf sehr langfristige Projektarbeit ausgelegt. Das sieht man zum einen an den Management Mitgliedern und zum anderen auf der Milestone List auf der Homepage. Ich empfehle jedem, sich die aktuell veröffentlichte Präsentation des Green Giant Vanadium Projektes auf der HP anzuschauen und sich hier sein eigenes Bild zu machen. Wird Energizer Ressources wirklich wie geplant 2014 zum Vanadium Produzenten Aufsteigen, wird der Kurz langfristig konstant wahrscheinlich im hohen einstelligen Bereich sich festsetzen. Die Preise für Vanadium werden übrigens langfristig ebenfalls stark steigen. Ein weiters Szenario ist eine Übernahme. Das ist eventuell sogar wahrscheinlicher, da Energizer eigentlich im Explorationsgeschäft zu Hause ist. Der Übernahmepreis wird sich nach dem Wert der im Boden liegenden Ressourcen richten. Abzüglich Abbaukosten usw. abzüglich Gewinn, welchen das kaufende Unternehemn sich erhofft. Ich kann mir bei den oben genannen Kursen auch hier einen Verkauf pro Aktie unter 8 - 10 $ nicht vorstellen. Energizer sitz auf einem Schatz, der sowohl für Stahl als auch Speicherbare Energie Lieferanten von riesigem Interesse ist und für nden es sich lohnt tief in die Tasche zu greifen. Wir werden sehen was die Zeit bringt, ich werde jedenfalls kein Stück unter 10$ abgeben.  

nergizer Confirms Up to 82% Vanadium Extraction; Green Giant Deposit Will Play Key Role in New Battery Power and Storage Market
marketwire
Press Release Source: Energizer Resources Inc. On Wednesday November 17, 2010, 10:49 am
 
 TORONTO, ONTARIO--(Marketwire - 11/17/10) - Energizer Resources Inc.  (formerly Uranium Star Corp.) (TSX-V:EGZ - News)(OTC.BB:ENZR -  News)(Frankfurt:YE5 - News) (the Company) is pleased to announce final  test results from its recent metallurgical program conducted on  composite samples from its Green Giant vanadium property in Madagascar.  Batch pressure leach tests completed at SGS Minerals Services  (Lakefield), consisting of an oxidizing pre-roast followed by an  alkaline pressure leach, extracted up to 82% vanadium into a leach  solution low in deleterious elements and suitable for upgrading by  solvent extraction.
 
Several opportunities for further  improvement in the extraction process have been identified, including  the recycling of leach solution to increase vanadium tenor, reduction of  soda ash consumption and optimization of pre-roast and pressure leach  conditions (temperature and time). Future test programs will examine  these opportunities to further optimize the process flow sheet.
 
2010 Metallurgy and Mineralogy Program Completed
 
 The 2010 metallurgical program was designed to compare the efficiency  of alternate strategies for extraction of vanadium, including alkali  salt roasting, acid leaching (atmospheric and pressure) and alkaline  leaching (atmospheric and pressure). Mineralogical characterization of  the composite samples and a pre-concentration test program which  examined the viability of upgrading by flotation, gravity concentration  and screening were also conducted.
 
The 2010 metallurgical  test composites were compiled using drill core intervals selected at  various depths from 9 drill holes spanning the Manga zone on the Green  Giant property and closely match current estimates of average resource  grade. Mineralogical characterization of the composite identified  vanadium in various sulphide, silicate and oxide minerals.
 
Pre-roasting + Alkaline Pressure Leaching = up to 82% Vanadium Extraction
 
 Prior to alkaline (soda ash) pressure leaching, samples were ground to  80% passing 105um and roasted at various temperatures (900-1100 degrees  C) for 3 hrs. Pressure leach tests examined various soda ash solution  strengths and addition rates plus pressure leach temperature and  duration. The pre-roasting of the representative samples was shown to  greatly improve the vanadium extraction by soda ash leaching.
 
 Julie Lee Harrs, President and COO of Energizer, said, "This test  program has confirmed an effective leach process that achieves high  vanadium extraction, while at the same time, producing clean leach  solutions very low in problematic contaminants. We have now completed a  critical step as we move forward with the development of our Green Giant  vanadium project."
 
Green Giant Deposit To Provide High Purity V2O5 to Battery Market
 
 The Green Giant vanadium deposit is a sedimentary-hosted deposit, which  is unique among the world's known vanadium deposits. As a result, the  Green Giant deposit will be able to produce a high-purity vanadium  pentoxide (V2O5), which is required in battery power and in battery  storage for both mobile (automotive) applications and stationary  (large-scale) applications.
 
Vanadium Demand for Steel Growing at 7%
 
 In addition to its ability to produce high-purity V2O5, the Green Giant  project can also be easily adapted to supply another form of vanadium  to the steel market, called ferrovanadium, where vanadium demand is  growing at 7% year-over-year and is well-established as a strengthening  agent for steel.
 
2010 New Developments in Battery Power and Storage
 
Lithium-Vanadium Polymer Battery Sets Electric Vehicle Distance Record with a 6-Minute Recharge
 
 DBE Energy, in partnership with German utility Lekker Energie, equipped  an Audi A2 electric vehicle with its new lithium-vanadium metal polymer  battery and set a long distance record of 603 kilometres (375 miles)  travelled on a single charge. The battery's basic electro-chemistry  consists of a metallic lithium anode and a vanadium oxide cathode. DBE  Energy claims the battery has a 97% efficiency and can be charged at  virtually any electrical socket. Plugged into a high-voltage  direct-current source, the battery can be fully charged within 6  minutes. More details can be found at www.benzev.co.nz.
 
Vanadium Redox Battery Manufacturer, Prudent Energy, Named a Top Cleantech Company
 
 Prudent Energy, the manufacturer of a vanadium redox battery energy  storage system called the VRB-ESS™, was recently named one of the most  promising private clean technology companies poised to make a  significant market impact in the next five to ten years by the 2010  Global Cleantech 100. Prudent Energy, a private company based in  Beijing, China with offices in Washington, D.C. U.S.A., was selected by a  committee that included well-respected organizations in cleantech  innovation from around the world, including BASF, GE, Honeywell, IBM,  Proctor & Gamble, Siemens and Veolia, as well as venture capital  companies.
 
This recognition of a vanadium-based storage  system as a leading storage solution signals the movement of  vanadium-based technologies into the mainstream market of Green Power.
 
Prudent Energy's Vanadium Redox Battery Electrolyte Operates at Room Temperature and Never Wears Out
 
 Prudent Energy has just announced (in Prudent's press release dated  November 9, 2010) they have installed over 20 vanadium redox battery  systems around the world in Kenya, Hungary, Turkey, Italy, USA and  China. Prudent Energy describes its VRB Energy Storage System as a large  capacity, long life, advanced vanadium-based energy storage system with  high performance and low operating costs. The company further claims  that field results over the last three years in China and the USA has  shown that it performs way in excess of any other technology currently  in the field, and given the fact that their vanadium redox battery's  electrolyte operates at room temperature and never wears out, the total  cost of ownership is undoubtedly the lowest for any energy storage  system.
 
Prudent Energy's latest press releases containing  more details about their vanadium-based technology can be viewed on  their website at www.pdenergy.com
 
Gildemeister/Cellstrom's Version of Vanadium Redox Battery called the CellCube™
 
 Cellstrom GmbH, another vanadium redox battery manufacturer, based in  Austria, was acquired in 2010 by a subsidiary of a German-based  conglomerate, Gildemeister GmbH. Cellstrom has successfully been selling  vanadium redox batteries since 2008 throughout Europe and most-recently  into India, where they have been installed as battery-back up systems  for factories who operate in regions hit frequently by power outages.  Details and images of Cellstrom's Cellcube VRB can be viewed at  www.cellstrom.com
 
Vanadium Redox Batteries Require Significant Amounts of High-Purity V2O5
 
 VRBs require significant amounts of high purity V2O5. Cellstrom's  CellCube FB10/100 is a 10 kilowatt/100 kilowatt hour VRB designed for  uninterrupted power supply for households and factories and require  approximately 1 tonne of V2O5 each. In 2011, Cellstrom plans to launch  the Cellcube 200/400, a 200 kilowatt/400 kilowatt hour VRB designed for  solar and wind farms and requires 5 tonnes of V2O5 per battery. These  batteries can be easily scaled up in size to reach megawatt capacities,  suitable for power-grid applications.
 
Today, high-purity V2O5  is not readily available and the substantial amounts of high purity  V2O5 required for the production of these vanadium redox batteries  cannot be met by the current supply of V2O5. New vanadium projects, such  as the Green Giant project will need to come online in order to meet  this new demand.
 
With the capability to provide a high-purity  V2O5 product, Energizer's Green Giant project is uniquely positioned to  meet this new demand for vanadium-based battery power and storage. The  Green Giant project is being positioned to provide the sureness of price  and supply of vanadium that companies such as Prudent Energy and  Cellstrom require.
 
About the Green Giant Vanadium Project
 
 The Green Giant vanadium project, located in Madagascar, is 100% owned  by Energizer. The Company previously reported a National Instrument  43-101 compliant indicated resource estimate of 21.74 million tonnes of  V2O5 at an average grade of 0.759% and an inferred resource estimate of  4.15 million tonnes of V2O5 at a grade of 0.655%. Assay results from the  drilling program completed earlier this year are expected to increase  the resource estimate by an additional 25 to 30 million tonnes, to make  the Green Giant vanadium project one of the largest vanadium deposits in  the world. An updated National Instrument 43-101 compliant resource  estimate is expected within the week.
 
About Vanadium
 
 Vanadium is well-established as a strategic metal that strengthens and  hardens alloys like steel and is positioned to play a significant role  in emerging battery technologies such as batteries for electric cars and  for large-scale energy storage. While there are some opportunities for  substitution in steel production, the same is not true for other  markets, including the emerging energy (battery) storage markets, the  military and particularly in the aerospace industry, where vanadium is  irreplaceable.
 
Qualified Person
 
Andy Holloway,  P.Eng., Principal Process Engineer of AGP Mining Consultants Inc. is the  qualified person responsible for the metallurgical and mineralogical  information contained in this press release.
 
About Energizer Resources
 
 Energizer Resources Inc. is a mineral exploration and development  company based in Toronto, Canada. The Company's common shares are traded  on the TSX Venture Exchange under the symbol EGZ, on the  Over-The-Counter Bulletin Board under the symbol ENZR, and on the  Frankfurt Exchange under the symbol YE5.
 
For more information, please visit our website at www.energizerresources.com.
 
 Cautionary Statement: The above resource estimates were calculated in  accordance with National Instrument 43-101 as required by Canadian  securities regulatory authorities. For United States reporting purposes,  Industry Guide 7 (under the Securities Exchange Act of 1934), as  interpreted by the Staff of the SEC, applies different standards in  order to classify mineralization as a reserve. Among other things, the  terms "measured", "indicated" and "inferred" mineral resources are  required pursuant to National Instrument 43-101, the U.S. Securities and  Exchange Commission does not recognize such terms. Canadian standards  differ significantly from the requirements of the U.S. Securities and  Exchange Commission, and mineral resource information contained herein  is not comparable to similar information regarding mineral reserves  disclosed in accordance with the requirements of the U.S. Securities and  Exchange Commission.
 
Mineral resources are not mineral  reserves and do not have demonstrated economic viability. This mineral  resource estimate includes inferred resources that are normally  considered too speculative geologically to have economic considerations  applied to them that would enable them to be categorized as mineral  reserves. There is also no certainty that the inferred mineral resource  will be converted to the measured and indicated mineral resource  categories through further drilling, or into a mineral reserve once  economic considerations are applied.
 
U.S. investors should  understand that "inferred" mineral resources have a great amount of  uncertainty as to their existence and great uncertainty as to their  economic and legal feasibility. In addition, investors are cautioned not  to assume that any part or all of the Company's mineral resources  constitute or will be converted into reserves.
 
Safe Harbour  Statement: The TSX Venture Exchange does not accept responsibility for  the adequacy or accuracy of this press release issued by the Company.  This press release may contain forward-looking statements that may  involve a number of risks and uncertainties. Actual events or results  could differ materially from expectations and projections set out  herein.
 
Forward-looking statements include, receipt of  regulatory approval, statements on the proposed use of proceeds;  completion of financing on terms proposed; the ability to raise  additional funds as required; the development potential and timetable of  the Company's properties and minerals; the current and future price of  minerals the Company explores; the estimated size of mineral deposits on  the Company's properties; the realization of those mineral deposit  estimates; the timing and amount of estimated future exploration,  development and production; costs of future exploration, development and  production activities; success of exploration activities; government  regulatory matters; discussion of political and environmental risks.
 
 Forward-looking statements are based on the opinions and estimates of  management of the Company. Forward-looking statements are subject to  known and unknown risks that may cause actual results to be materially  different from stated opinions and estimates of management. Some of the  Company's more material risks are: availability and timing of external  financing; unexpected events and delays during exploration; receipt of  government and stock exchange approvals; results of current exploration  activities; future price of minerals; political risks in the locations  of the Company's properties; appreciation/depreciation of foreign  currencies relative to the United States Dollar (the Company's  functional currency) and other risks inherent in the mining and  exploration industry.
 
While Company's management has  attempted to determine the factors that could cause actual results to  differ materially from estimated results contained in forward-looking  statements, there may be other factors that cause results not to be as  anticipated. The Company provides no assurance that such forward-looking  statements will prove accurate or not materially different than  projected. Therefore readers of this and other press releases issued by  the Company should not place unreasonable reliance on stated  forward-looking statements.
 
This press release does not  constitute an offer to sell or a solicitation of an offer to sell any of  the securities in the United States. The securities have not been and  will not be registered under the United States Securities Act of 1933,  as amended (the "U.S. Securities Act") or any state securities laws and  may not be offered or sold within the United States or to U.S. Persons  unless registered under the U.S. Securities Act and applicable state  securities laws or an exemption from such registration is available.
 
 Neither the TSX Venture Exchange nor its Regulation Services Provider  (as such term is defined in the policies of the TSX Venture Exchange)  accepts responsibility for the adequacy or accuracy of this release.
Contact:
 
 
 
Contacts:
Energizer Resources Inc.
Brent Nykoliation
Vice President of Business Development
Toll Free: 800.818.5442 or 416.364.4911
bnykoliation@energizerresources.com
Energizer Resources Inc.
Julie Lee Harrs
President and COO
Toll Free: 800.818.5442 or 416.364.4911

http://www.finanzen.net/nachricht/aktien/...izer-Resources-Inc-951911

 

 Hallo ihr Investierten,

 

soweit ich lesen konnte, liegt das neue Vanadium-Vorkommen in Madagaskar.

Das scheint ein Problem zu sein, denn dort wird gerade geputscht.

http://www.faz.net/s/...FEA9B2A87902C343D4~ATpl~Ecommon~Scontent.html

Ich weiß nicht, ob es langfristig als Segen oder Fluch für Energizer zu werten ist, aber für den Kurse wird es auf keinen Fall segensreich sein, wenn es dort härter zugeht.

 

nicht das die Politische Unstimmigkeiten zu einem grösserem Problem werden könnten aber wer weis das schon......

mühsam gehts aufwärts, ruck zuck aber abwärts echt zum kotzen.......

nochmehr Bewegung in das Teil bin gespannt wo wir in ein paar Wochen so liegen.......

hat wohl was mit der CLM Spekulation zu tun

 

die wurde für 5 Mird. Verkauft und samt den 2 mio ENZR aktien die sie hielten.

Frage ist nun ob mehr in ENZR investiert wird. Und wenn etablierte unternhmen am Werk sind ist die mine vielleicht schon 2013 fertig.

 

Aktie doch explodieren oder bin ich falsch gewickelt.......

Über das Green Giant-Vanadiumprojekt
Das in Madagaskar angesiedelte Green Giant -Vanadiumprojekt ist zu 100% im
Besitz von Energizer. Das Unternehmen gab bereits eine die Norm National
Instrument 43-101 erfüllende angezeigte Ressourcenschätzung von 49,5
Millionen Tonnen mit einem durchschnittlichen Gehalt von 0,693%
Vanadiumpentoxid        ('V2O5'), die 756,3 Millionen Pfund V2O5 enthalten,
und eine abgeleitete Ressourcenschätzung von 9,7 Millionen Tonnen mit einem
durchschnittlichen Gehalt von 0,632% V2O5, die 134,5 Millionen Pfund V2O5
enthalten, bekannt. Gemäß dieser Ressourcenschätzung handelt es sich beim
Green Giant-Projekt derzeit um die drittgrößte weltweit bekannte
Vanadiumlagerstätte, bei der 75% des 21 Kilometer langen stratigrafischen
Vanadiumverlaufs für Bohrungen offenstehen.

klar hätte man bei 0,50 verkaufen und mit 0,30 heute wieder einsteigen können.

 

aber vor 2014 mach ich nix. außer evtl. nachlegen wenn ENZR unter einkaufswert liegt.

p.s. die Aktiue ist heute schon 0,027 unter par im Vergleich zu OTC und TSX. Kurs dort 0,44

ich denke bald kommt der rebound, news stehen an....

 

servus,
habe hier noch zur URST zeiten gekauft...
Bin mittlerweile nur noch leicht im Minus und werde weiter abwarten.
Allerdings hab ich mich schon länger nicht mehr informiert...

@megas_polema.
Welche News stehen denn an? Vom Green Giant Project? Was wird dort zur Zeit ausgewertet?

Gruß  

Private placement wird die kommenden Tage beendet. Dazu gibts warsch ne news.

Zu Green Giant wurde eine für Ende Februar angekündigt. So zumindest der PR-Chef Nykoliation via Email. Was genau drin steht weiss ich nicht, er meinte nur "positive results".

 

nicht vergessen 75% sind noch nicht erschlosen und Green Giant ist jetzt schon drittgrößtes Vanadiumvorkommen weltweit. Ich denke die Chinesen werden zuschlagen bevor ENZR überhaupt ne Mine bauen kann. Bolloch Group ist bereits auf der Suche nach strategischen Partnern in China. China hat mit Madagaskar kürzlich Abkommen geschollen und 2 Mrd. Investiert. Alles noch Zukunftsmusik, aber man kann sich schon ausmalen was hier die nächsten Jahre auf uns zukommt.

 

Die neue Konsolidierung um 0,5 can $ ist positiv zu werten. Nach seitwärtstrend denke ich ENZR geht langsam aber sicher richtung 0,8 $ und von da noch weiter. 

 

Rechnet mal nach

ca. 3 Mrd an Vanadium bis jetzt

300 Mio aktion

--- sollten schon 3-4 Dollar für die shareholder überigbleiben wenn das mal läuft.

 

Problem sehe ich, dass ENZR noch keine festen Angestellten hat und alles auf contractor basis macht.

 

 

 

Für ENZR ist eine Vergabe der Aktivitäten an nicht firmeneigene Ressourcen die einzige Möglichkeit Kontrolle über die Kosten zu behalten. Alles andere wäre absolut idiotisch zum momentanen Stand des Projektes. Keine Sorge - die gehen schon den richtigen Weg. Ich kenne kein qualifizierteres Managementboard bei einer anderen Rohstoffexplorationsfirma.  

 

bin ich auch bald dabei. Wenn der Kurs noch ein wenkg fällt, dann ist mein Limit erreicht.

Über die Qualität des Vanadiums-Vorkommens hat sich jeder hier ja sicher schon informiert. Daher brauch ich dazu nicht viel zu sagen. Was mich für Energizer eingenommen hat ist, dass Richard Quesnel im Vorstand ist. Er ist CEO von Consolidated Thomson, an der ich SEHR viel verdient habe (einige Hundert Prozent). Er hat es verstanden, CLM  wirklich sehr schnell zur Produktion zu bringen. Dies gelingt vielen Junior Explorern nicht. In seiner Ära bei CLM wurde ein JV mit einer chinesischen Firma geschlossen, mit dem es gelang die Finanzierung in schlechten Zeiten auf die Beine zu stellen. Zum Abschluss vereinbarte er eine Übernahme zu einem Preis, der dem Doppelten dessen, was drei Monate vorher gehandelt wurde, entsprach.

Wer in Explorer investiert, der weiss, dass einer der Punkte, nach denen man schauen muss, die Qualität des Managements ist.

So viel zum "Upside" der Aktie. Nicht so gut ist, dass sich Canaccord und Byron von Energizer abgewendet haben. Beide unterstützen jetzt die Konkurrenz: AVC - American Vanadium Corporation. AVC wird auch von den Berry Brüdern gepushed. Das sind Experten, die von Investoren hoch geschätzt sind. AVC dürfte vermutlich kurz vor Energizer in Produktion gehen.

Noch eine kurze Bemerkung zu den 3 Mrd. die im Boden liegen. Im jetzi´gen Stadium würde eine Übernahme maximal 1% dieses Wertes bringen - eher weniger wegen Madagaskar.

Das wird sich bis zum Jahresende allerdings ändern, wenn das Ergebnis der vorläufigen Wirtschaftlichkeitsstudie vorliegt. Ich kann mir vorstellen, dass der Aktienkurs zum Jahresende bei $1 liegt.

Schließlich noch ein letzter Gesichtspunkt. Der Aktionär CLM wurde ja übernommen von Cliif Resources. Das ist ein finanzstarkes Unternehmen. Einen solchen nkeraktionär wünscht sich jeder Junior.  

http://www.energizerresources.com/...mp;catid=137:2011&Itemid=158