Neue Rakete von Herrn Ian Mc Donald ?

Stonegate Announces Exercise of Over-Allotment Option in Connection with Secondary Offering
Wednesday, April 06, 2011 8:55 AM
http://www.istockanalyst.com/business/news/...with-secondary-offering  

Stonegate Drilling Activity Expands Area of High-Grade Intercepts at the Paris Hills Phosphate Project in Idaho

http://www.stonegateagricom.com/s/NewsReleases.asp?ReportID=452328

 

 

May 10, 2011
http://www.stonegateagricom.com/i/pdf/Presentation-May-2011.pdf  

...was noch übrig bleibt vom Enthusiasmus einiger Anleger, wie er im Beitrag einer Stonegate-Anlegerin auf "stockhouse" vor zwei Monaten anklang:

 

Chuckles2  |  3/9/2011 2:45:39 PM

"Helllo... this is awesome I spoke to Ian McDonald, our Co-CEO yesterday while at PDAC. My goodness, is this stock in for a ride. 

Anyways it sounds like the lower seam of the Idaho deposit is so high in phosphate and low in impurities that they will be able to just throw it in trucks and sell it raw. This is the lowest cost scenario imaginable, especially since North American fertilizer producers currently import Phosphate from Morocco to the tune a a million tons per year, by ship. The profit will be sick. Stonegate is going to be a low cost startup cash cow. They have all the money they need for some time, don't expect any further dilution for a while. Likely a NI 43-101 around end of June, then she'll blow. Who knows if this is dead money till then or the sp will start up again, but for me, at these prices, I'm adding.

Remember, this is Phosphate, not Potash. Needed for fertilizer, there's less of it and 75% is produced in Morocco.

Chuckles Doo"

http://www.stockhouse.com/Bullboards/...0&r=0&s=ST&t=LIST

 

zur zeit hier. da gibt es ganz andere titel mit chancen auf gewinn. nun sind wir wieder am anfang. der kurs dürfte sich eigentlich erst nach positiven meldungen wieder erheben, denn das traue ich unserem ian mcdonald doch schon zu. es braucht wieder einmal eben mehr zeit. ich sag mir einfach liegen lassen, das wird schon. immerhin waren wir schon bei ich glaube 1,35 euro. da kommen wir auch schnell wieder hin, wenn ian mcdonald die neuigkeiten ausbreitet.  

(aus einem  Interview mit "The Energy Report" im Februar 2011)

...
Kevin Bambrough:  With that in mind, we want to make sure we maintain at least a reasonable valuation relative to our assets. Management has committed and demonstrated that we will buy back our stock when it trades at what we believe is an unreasonable discount to the market. So, that really helps to mitigate the risk. We're very aware of the fact that closed-end type vehicles typically trade at a discount because what they do could be replicated fairly easily. You can look at the contents of a mutual fund or a closed-end fund and say, "Well, I could go buy those stocks." But the difference here is that we create businesses in unique sectors with unique opportunities well ahead of when they're properly valued.

TER: Give me an example of that.

KB: We've gotten some significant gains that have come from what initially appear to be very minor investments or very little capital being committed. For example, Stonegate Agricom Ltd. (TSX:ST). In that case, we started with an option agreement totaling $53,000 that turned into a mark-to-market gain of nearly $100 million over a couple of years. And we have made much larger investments, buying things like PBS Coals Limited (LSE:SVST) or Orion Oil & Gas Corporation (TSX:OIP) that were very cheap relative to the public market comparables.

TER: You wanted to get into the fertilizer business with Stonegate because it's a play on agriculture (Ag), a sector on which you're bullish. But doesn't a mining operation add risk to what you already believe is a relatively safe way of playing agriculture?

KB: Let me first say I agree that resource exploration has got to be one of the riskiest sectors in which to be involved. Typically, the odds are insurmountable but Stonegate is not a grassroots exploration. Both of Stonegate's properties had proven historical merit; and our agreement was structured in very low-risk terms, which would minimize any material damage to our assets or the NAV of our company. We approached the transaction, got involved and advanced the asset to the point of going public.

We started with a small investment of $53,000, which was an option agreement that we rolled into a private company, and we ended up with 80% of that company. We were in a very, very comfortable position as far as the money that we had to put in. Stonegate went public with a $50 million offering and, post-IPO, we retained about 54% of the company. We put $12 million into that IPO, which basically gave us a claim on 54% of $50M through our shareholdings. So, there was very little risk.

http://www.benzinga.com/11/02/847377/...ce-corp-ceo-the-energy-report  

Das sollte heute hoffentlich der Boden sein, die Aktie stabilisiert sich gerade in Kanada. Trotzdem krass dass Sprott erst vor 2 Monaten mehr als 40 Mio. CAD Stonegate-Aktien zu 1.75 CAD verkauft hat und wir nun bei 1.10 CAD stehen. Diejenigen die bei 1.75 gekauft haben müssen sich doch verarscht fühlen. ist das wie letztes Jahr, nun eine Sommerflaute und dann ab Herbst geht der Kurs wieder auf 2 CAD?  

...von ehemals 74% bzw. 54%.
Mit dem Teil-Verkauf haben sie hervorragend "Kasse gemacht"!
Zu aktuellen Kursen werden sie hoffentlich keine weiteren Anteile mehr veräussern...

TORONTO, April 6
http://micro.newswire.ca/...15&view=58517-4&Start=0&htm=0

TORONTO, Feb. 15
http://micro.newswire.ca/...31&view=58517-4&Start=0&htm=0  

May 10, 2011  
http://seekingalpha.com/article/...agriculture-short-bonds-and-soccer

Auszug:

Garrett Baldwin: In your book, education is a core theme. You described education as the greatest influence on your life. And when you went to Oxford last year, you told students to forget about Wall Street and to go into mining and farming. What’s happened in the last 20 to 30 years that’s driving this sentiment?

Jim Rogers: Over the last 25 or 30 years, agriculture’s been a horrible way to make money throughout the world. As a result, we have virtually no farmers.

According to the U.S. government, the average age of farmers in America is 58 years old. In 10 years, they’re going to be 68 years old… if they’re still alive. If you get out the Department of Education numbers for the past 50 years, you’ll see a dramatic decline in the number of students studying agriculture, mining and petroleum engineering. All those things that you need in order to open mines, find oil, or produce wheat.

On the other hand, you find staggering increases in the number of people studying finance, business and MBAs. We don’t have any new farmers. Second of all, the [experts] are pretty old and are going to be going out of business. It’s a huge mess we have that’s developing in the world, and you’re going to see more and more shortages develop. We already have very low inventories on a historic basis for agricultural products. And even if we have a great local crop this year or next, so what? It’s going to be consumed very quickly because the inventory levels are already so low.

Garrett Baldwin: We’re not expecting our readers to begin toiling the earth… but what can they do to take part in this commodities boom?

Jim Rogers: You can buy farmland. You can buy agricultural products. You can buy stocks that will benefit if you’re a good stock picker. You can invest in countries that will benefit. Canada is going to have a better economy than the United States. Australia is going to have a better economy than Belgium.

If you don’t want to become a farmer, buy a mine or buy a farm, there are other ways to do it. You can buy currencies. The Canadian dollar is going to continue to do better than the U.S. dollar.

There are many ways to participate.

...  

Stonegate Agricom to Present at the BMO Capital Markets 2011 Farm to Market
Conference

Canada NewsWire
TORONTO, May 16
http://www.digitaljournal.com/pr/308897  

http://www.stonegateagricom.com/s/Videos.asp  

Klingt alles gut, fragt sich halt ob wir wirklich nochmal unter 1 CAD im Aktienkurs gehen oder nun der Push auf 1,50 CAD kommt. was meint ihr?  

das ding fährt seitwärts. aber ich glaube auch, das dieser typ hier alles was er angefasst hat zu gold wurde. etwas mehr geduld.nmm.  

Falls Du Ian McDonald meinen solltest, so stimmt das nicht ganz, denn
den Kursverlauf von Canada Lithium kann man nur als katastrophal bezeichnen!!

Was Stonegate angeht, so bin ich hoffnungsvoll, dass das Tief überwunden ist und die Aktie nicht mehr unter 1 Can$ fällt (ausser der Markt probt erneut eine Finanzkrise)...

Pari aktuell 0,89 Euro  

Sie stellen die gleiche Investor-Präsentation immer mal wieder mit dem aktuellen Tagesdatum auf der Homepage ein, wie auch heute wieder:
http://www.stonegateagricom.com/i/pdf/...-Presentation-May24-2011.pdf
Ohne News, die den Wert der Firma voranbringen, wird der Trick jedoch nicht mehr lange funktionieren! Lassen wir uns überraschen...  

...dass heute offenbar tatsächlich eine Präsentation stattfindet, und zwar in wenigen Minuten,                um 18:00 MESZ in Montreal:

 Upcoming events:

May 24, 2011 - 12:00 PM EDT                                                                                                                   Stonegate Agricom Ltd. Montréal Corporate Presentation

http://www.renmarkfinancial.com/Clients/Stonegate-Agricom-Ltd

Sorry, wenn ich etwas voreilig war...

 

Stonegate Agricom Announces Extension of Expiry Date for Certain Outstanding Warrants

http://www.stonegateagricom.com/s/NewsReleases.asp?ReportID=460377

 

% Shares Owned:	18.00%
# of Holders:	6
Total Shares Held:	25,715,234
3 Mo. Net Change:	13,106,767
# New Positions:	2
# Closed Positions:	0
# Increased Positions:	3
# Reduced Positions:	1
# Net Buyers:	2

 http://www.reuters.com/finance/stocks/...alHighlights?symbol=SNRCF.PK

 

Analyst Research & Recommendations – Stonegate Agricom, Ltd. (SNRCF)
Stonegate Agricom, Ltd. Other OTC
http://www.nasdaq.com/earnings/...amp;symbol=SNRCF&selected=SNRCF  

...leider in D kaum genutzt (2,5k)!

 

http://www.stonegateagricom.com/i/pdf/...entation_June_10_%202011.pdf  

http://www.reuters.com/finance/stocks/...alHighlights?symbol=SNRCF.PK

 

http://www.sprottresource.com/investments-overview.aspx  

Market Call : June 14, 2011 : Part Three [06-14-11 1:45 PM]
(über Stonegate Agricom ab Minute 0:50)
http://watch.bnn.ca/#clip484448

Stonegate Agricom Ltd ST-T
Jaime Carrasco: BUY  
Phosphate deposits in Idaho and Peru seem to be quite big. Good management.
2011-06-14
http://www.stockchase.com/...--slq-ID-slv-Stonegate--Agricom--Ltd.php