ARICOM - Portfolio of mineral assets in Russia’s Far East, - 500 Beiträge pro Seite

Aricom was formed in late 2003 in order to develop the Kuranakh ilmenite and titanomagnetite deposit, situated in the north west of the Amur Region, in Russia’s Far East. This deposit was acquired in December 2003 from Peter Hambro Mining plc, the gold mining company.

Today, Aricom owns, or has the right to acquire, interests in four deposits in the Far East of Russia – the Kuranakh and Bolshoi Seym iron ore and ilmenite deposits in the Amur Region, and the Kimkanskoye and Sutarskoye iron ore deposits in the Evreyskaya Avtonomnaya Oblast (EAO).

The company is headquartered in London, with a board of directors composed of UK and Russian citizens. The key shareholders behind Aricom are Mr. Peter Hambro and Dr. Pavel Maslovskiy, the founders of Peter Hambro Mining plc. Aricom’s other shareholders include large institutional investors.

20 March 2007


IFC Proposes Equity Investment


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has agreed to a potential investment from the International Finance Corporation (“IFC”) of US$20m in newly issued shares with a matching number of warrants. The investment proposal is subject to further due diligence, approval by IFC’s Board and the execution of documentation; the target date for the investment is May 2007.

Proposed Investment
IFC would subscribe US$20m for new shares at a price per share equal to the lesser of UK£0.59 per share or the five day volume weighted average shares price prior to the date of issue (the “Investment Price”). The proposed new shares will be ordinary shares in Aricom ranking pari passu with all existing ordinary shares then in issue. At the same time Aricom would grant IFC warrants to subscribe for the same number of shares as they subscribe for at an exercise price with a 25% premium to the Investment Price. Following the date Aricom notifies the IFC of cumulative gross revenue of US$40m, Aricom will be able to require the IFC to exercise the warrants if the shares trade at a 60% premium to the Investment Price in the two years following this date and at a 30% premium to this price after two years.


IFC is the private sector arm of The World Bank Group. IFC is a substantial provider of finance to companies in Russia in a wide range of sectors, including mining.

Jay Hambro, Chief Executive, said: -
“I am delighted that IFC is proposing to invest in the company as a sign of their support in what we are doing. As Aricom continues our extensive development programme the Group shall use these funds to expedite progress. I believe that IFC’s consideration of an investment at this stage is a great vote of confidence in the strength of both our current portfolio of projects and the Group’s ability to continue to bring further projects to fruition.

As we expect to enter into the project finance market for the first time, it should be encouraging for project lenders that one of the world’s leaders in project finance is considering becoming a shareholder. Following the investment, I also believe that shareholders would derive comfort from co-investing alongside part of the World Bank group.”

Christopher Goss, Head, Business Development for Oil, Gas, Mining and Chemicals, the International Finance Corporation, said: -
“We are very pleased to consider participating in Aricom’s mining developments in Russia. We believe that the development of Aricom’s assets will add significant value to both the communities surrounding the projects and to the Amur and Evreyskaya Autonomous Regions of Russia as a whole. We look forward to playing an ongoing role in the development programme.”

Die werden schon wissen warum...


19 March 2007

Shareholdings in Company


Aricom plc (AIM:TIO) was notified on 19 March 2007 that, as at 15 March 2007, The Capital Group Companies, Inc now holds 26,949,958 Ordinary Shares in the Company on behalf of its affiliates as follows:

This holding represents 5.93 per cent of the current total issued share capital of the Company, being 454,461,121 Ordinary shares.


-------------------------------------------------------------------


19 March 2007


Shareholdings in Company


Aricom plc (AIM:TIO) has today been notified that AEGON UK Group of Companies now holds 14,018,382 Ordinary Shares in the Company. This holding represents 3.08 per cent of the current total issued share capital of the Company, being 454,461,121 Ordinary shares.


-------------------------------------------------------------------

12 March 2007

Shareholdings in Company

Aricom plc (AIM:TIO) has been notified that, as at close of business on 12 March
2007, Merrill Lynch International Investment Funds now holds 18,000,000 Ordinary
Shares in the Company. This holding represents 3.96 per cent of the current
total issued share capital of the Company, being 454,461,121 Ordinary shares.

-------------------------------------------------------------------

2 January 2007

Shareholdings in Company


Aricom plc (AIM: TIO), has been notified that, as at close of business on 2 January 2007, Lehman Brothers International (Europe) now holds 18,200,816 Ordinary Shares in the Company. This holding represents 4.01 per cent of the current total issued share capital of the Company, being 453,611,121 Ordinary shares.

Kuranakh


In 2004, VnipiProm Technology, a Russian research institute, completed a pre-feasibility study on the results of geological exploration by Dalgeofizika, a conceptual mine plan generated by Gornoobogatitelni and process testworks by VIMS. The economic plan for the mine indicated the potential for a profitable and cash generative operation.

The Company has since made substantial progress in advancing the development of its Kuranakh mine. The Company has completed the geological exploration on Zones 1 and 3 of the Saikta deposit, one of the three deposits in the Kuranakh licence area.

A definitive feasibility study, which is expected to reach completion over the summer 2006, is to be reviewed by SRK Consulting Limited (“SRK”) as part of the project financing process. It is expected that the feasibility study will indicate an anticipated throughput of 2.4mtpa of ore and production of titanomagnetite concentrate of 880,000tpa, with ilmenite concentrate production at 240,000tpa. The anticipated cash costs of production were estimated to be US$7 per tonne of ore at the time of the pre-feasibility study. Capital expenditure is currently estimated to amount to in the region of US$70 million. Sales, general and administration costs are currently estimated to be in the region of $1.8 million per annum.


Aricom expects production at Kuranakh to commence in the fourth quarter of 2007.


In 2004, Dalgeofizika, a Russian geological exploration institute, assessed the exploration work carried out to date at Kuranakh and produced a revised unofficial estimate of the Group’s total reserves for the licence area under the Russian classification system of 35.45m tonnes of ore at C2, and a global resource of 0.8m tonnes at P1 and 79.37m tonnes at P2. The reserve figure of 35.45m tonnes suggests sufficient reserves for 16 years of production at the target extraction rate of 2.2 million tpa. Wardell Armstrong, the mineral and energy consultants, who have carried out a technical review of the Kuranakh Deposit, state that additional targets for exploration within the licence area are in abundance and further exploration of them is justified.

16 March 2007


Acquisition of majority stake in leading Russian mining design institute


Aricom plc (AIM:TIO), the Anglo-Russian developer of mineral resources, today announces that it has agreed to acquire a 68.49% holding in OJSC Giproruda (“Giproruda”) for a cash consideration of RUR211m (c.US$8m) conditional on Russian Anti-Monopoly approval.

Based in St Petersburg, and employing 148 people, Giproruda is one of Russia’s most respected mining design institutes specialising in the analysis and design of mining projects. Giproruda has unique experience in the design of pits and mines in extreme mining, geological and climatic conditions. Other areas of expertise include the development of efficient mining technologies, project repair base layout, design and transportation services, the repair of technical equipment, storage facilities and the design of administrative and domestic facilities.

Iron ore is a key area of specialisation for the institute. This will be of specific benefit in the analysis and design of a number of Aricom’s future and existing development projects. Giproruda will continue its work programme for other customers but will be given an opportunity to focus attention on Aricom’s portfolio of projects.

Giproruda believes it currently has a c.60% market share in the project design services market in the Russian mining sphere. As well as development plans to grow its operations within the CIS, Giproruda is advancing its international programme with contracts signed on a number of projects as well as an application for ISO 9000 status.

Jay Hambro, Chief Executive of Aricom plc, commented:

“Aricom’s project portfolio now contains a sizeable amount of reserves and resources which are all located within 500 miles from the Russian Chinese border. We are an existing client of Giproruda and their position, as a leader in Russian mine design and development, will significantly enhance the Group’s ability to exploit the massive potential inherent in our assets. With Kuranakh nearing production, Aricom’s next task is to bring on stream two very large iron ore projects – with Giproruda’s wealth of experience in iron ore, I believe there will be significant benefits in them becoming part of our Group.”

Antwort auf Beitrag Nr.: 28.383.542 von Ramses2I am 20.03.07 09:41:15
23 March 2007


Shareholdings in Company


Aricom plc (AIM:TIO) has been notified that, as at close of business on 20 March 2007, Lehman Brothers International (Europe) now holds 19,137,111 Ordinary Shares in the Company. This holding represents 4.21 per cent of the current total issued share capital of the Company, being 454,461,121 Ordinary shares.

30 March 2007


Completion of Garinskoye Planned Acquisition Programme


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that further to its announcement on 5 December 2006, it has conditionally agreed to acquire a controlling interest of 60% in the Garinskoye iron ore deposit Furthermore it has also been granted an option to acquire a further 25% interest in the deposit.

Proposed Transaction

LLC Garinsky Mining & Metallurgical Complex (previously known as OOO Amurmining) (“Garinsky”), the company holding the licence for the Garinskoye deposit, is owned by Lapwing Ltd, a Cyprus based company (“Lapwing”). Aricom has agreed to subscribe for new shares in Lapwing (the “Subscription”) which, following additional subscriptions being made by Aricom’s co-shareholders at the same price, would result in Aricom holding a 60% interest in Lapwing. The Subscription is conditional principally on the consent of the Russian Federal Anti-Monopoly Service. Aricom’s co-shareholders, none of whom are related parties, are people and institutions who worked with Aricom to achieve Garinsky’s success in the tender process and hence have been given the opportunity to participate in the potential success of the Garinskoye project on the same terms as Aricom. Lapwing is issuing shares to raise US$45 million which represents the total costs incurred by Garinsky and Lapwing in the tender process, of which US$19 million was paid for the licence itself. Aricom’s 60% share of this fund raising is a cash consideration of US$27 million. It is intended that the US$45 million cash raised will be used to repay all Lapwing and Garinsky’s debts.

Following completion of the Subscription, Aricom will control the exploration and development programme for the project. For the first twenty four months following the Subscription, the annual budgets should not exceed US$5 million. Following the Subscription, Aricom will provide a twenty four month US$10 million loan facility to Lapwing in order to fund the annual budgets on normal commercial terms including an interest rate of 10%. This loan is repayable from a further subscription from shareholders or as otherwise agreed by the Board. All expenditure following the second anniversary of the Subscription shall be funded by Lapwing’s shareholders or in such other manner as determined by the Board. Any shareholder not paying their proportionate share of expenditure will be subject to dilution pro-rata according to prior deemed expenditure and actual contributions of the shareholders and not the then valuation of the Company.

Aricom has also been granted an option to acquire, from the co-shareholders which following the various subscriptions will hold a 25% interest in Lapwing, that 25% interest for US$100m. The option has an exercise period of two years although this would be brought forward to 90 days following the receipt of a positive feasibility study for Garinskoye, the generation of US$50 million in aggregate net profit or a change of control in Aricom. The option premium is US$19.7 million which is non-refundable and is due for payment concurrently with the completion of the Subscription.

Garinskoye Work Programme

Aricom has begun the construction of an exploration camp at Garinskoye and has moved a drill rig to the site. The initial drilling programme will be focussed on proving the presence of the high grade zones as well as the amenability of the high grade area to early stage direct shipping. Aricom is working on a scoping study of the project and expects to publish the results of this during April 2007.



- Ends -

Das sieht ja derzeit wirklich einfach wunderbar aus.
Es vergeht hier ja fast kein Tag, an dem nicht ein

Shareholding vermeldet wird:



30 March 2007


Shareholding in company


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 28 March 2007, BlackRock Investment Management (UK) Limited now holds 22,880,537 Ordinary Shares in Aricom plc. This holding represents 5.03 per cent of the current total issued share capital of Aricom plc, being 454,461,121 Ordinary shares.

Antwort auf Beitrag Nr.: 28.605.373 von Ramses2I am 31.03.07 23:15:43

BlackRock

BlackRock® ist weltweit ein erstklassiger Anbieter im Bereich Investment Management und Risiko Management und bietet exzellente Beratung für institutionelle und private Kunden in der ganzen Welt. Das von BlackRock® verwaltete Vermögen belief sich per 30. Juni 2006 pro forma auf 1.045 Billionen US$, welches in den den Renten-, Geldmarkt-, Aktien- und alternativen Anlagemarkt sowie in Immobilienstrategien investierte wurde. BlackRock Solutions® - das Ergebnis unserer langjährigen Investitionen in moderne, integrierte Systeme - stellt über diese Plattform ein umfassendes Risiko Management sowie Beratungsdienste für breit gestreute institutionelle Kundenportfolios, deren Volumen sich per 30. Juni 2006 auf über 3,5 Billionen US$ summierte.

Die Geschichte von BlackRock® ist geprägt von einer kontinuierlichen Entwicklung. Seit der Gründung als vornehmlicher Rentenmanager für institutionelle Kunden im Jahre 1988 halten wir nach Möglichkeiten Ausschau, unser Angebot für unsere Kunden zu verbessern. So sind wir nicht nur bestrebt, unsere Kernkompetenzen zu verbreitern und zu vertiefen, sondern auch zentrale makroökonomische Trends, die die Weichen für die Vermögensverwaltung von morgen stellen, Gewinn bringend zu nutzen. Der jüngste Schritt in unserer Weiterentwicklung ist der am 29. September 2006 erfolgte Zusammenschluss mit Merrill Lynch Investment Managers, durch den das von uns zu verwaltende Vermögen deutlich gestiegen ist. Weitaus wichtiger aber ist, dass der Zusammenschluss BlackRock® zu einem echten Global Player macht. In Merrill Lynch Investment Managers haben wir nicht nur ein Unternehmen gefunden, dessen Unternehmenskultur bestens zu unserer passt, sondern auch einen Partner, der uns das Tor zu einer außergewöhnlich starken globalen Präsenz öffnet und wir somit unsere gemeinsamen Fähigkeiten für institutionelle und private Kunden steigern.

Bereits seit Jahren verfolgt BlackRock® einen interdisziplinären Teamansatz, wodurch unsere Kunden von der gebündelten Expertise und den firmenweiten Ressourcen profitieren. Dies gilt speziell für unsere Investment- und Risikomanagementexperten sowie unsere intern entwickelten Analysesysteme. Neben einer exzellenten Performance hat sich BlackRock® die Bereitstellung erstklassiger und an den Bedürfnissen der einzelnen Kunden ausgerichteter Dienstleistungen auf die Fahnen geschrieben. Zu unseren Kunden gehören betriebliche, staatliche und Taft-Hartley-Pensionspläne, Versicherungen, Investmentfonds, Schenkungen, Stiftungen, Trusts zur Stilllegung von Atomkraftwerken, Unternehmen, Banken und Privatpersonen aus der ganzen Welt. Vom Geschäftssitz in New York aus, tätigt BlackRock® seine Geschäfte in über 36 Niederlassungen in 18 Ländern und zeigt dabei in allen wichtigen Märkten wie den USA, Großbritannien, Asien, Australien, dem Mittleren Osten und Europa Präsenz.

BlackRock® ist ein hinsichtlich Eigentümerstruktur und Unternehmensführung unabhängiges Unternehmen ohne Mehrheitsaktionär und mit einem Verwaltungsrat, der sich überwiegend aus unabhängigen Mitgliedern zusammensetzt. Merrill Lynchs Anteil an BlackRock® liegt bei etwas unter 50 %, während PNC Financial Services Group künftig mit rund 34 % beteiligt ist. Die restlichen 16 % befinden sich in den Händen der BlackRock®-Mitarbeiter sowie im Streubesitz. Alle Gründungspartner von BlackRock® sind weiterhin mit dem Unternehmen verbunden.

Antwort auf Beitrag Nr.: 28.581.643 von Ramses2I am 30.03.07 12:19:33
Garinskoye iron ore deposit


Jay Hambro, Chief Executive of Aricom, commented: "Garinskoye is an extremely exciting asset with enormous potential. We believe the deposit has the ability to produce up to 12 Mt/y of premium iron ore concentrate as early as 2010 and is located 225 km from the Russian-Chinese border and approximately 65 km from the two large regional railroads."

The Garinskoye deposit is situated in the Mazanovsky District, Amur Oblast, 150 km northeast of Svobodny and 65 km southwest of the Baikal-Amur main railway line. The area is a sparsely populated upland taiga terrain with large areas of marshland and an elevations range from 250 to 500 m above sea level.

The deposit lies equidistant from both the Trans-Baikal Railway (TBR) and the Baikal-Amur Mainline (BAM). The deposit has no existing transportation links with either of the main railway lines and no metalled road access. The nearest railway station, Shimanovsk TBR, is approximately 100 km from the deposit.


http://www.im-mining.com/DevelopmentofGarinskoyetobeginin200…

5 April 2007


Wardell Armstrong CPR Estimates Value of K&S Project of c.US$1.7bn.
Decision to acquire remaining 50% of K&S Project and to produce pig iron at the project.


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that Wardell Armstrong International (“WAI”) has now completed its competent person’s report and valuation of Aricom’s K&S project. The report estimates a value of US$1,676m for the project.

Aricom has an initial feasibility study on the project which suggests that the maximum value will be extracted by processing the iron ore through to pig iron. It had previously been suggested that the optimal project would involve the construction of a pelletisation plant however Aricom’s further analysis suggests producing pig iron presents the potential for significantly greater returns.

Following receipt of WAI’s valuation of the project, Aricom has decided to acquire the remaining 50% of the project which it does not already own. Aricom has accordingly exercised its option to acquire from Philotus Holdings Ltd (“Philotus”) all the shares of the company which holds the remaining 50% of the K&S project. Under the terms of Aricom’s existing option agreement the option exercise consideration will comprise the issue of 123,782,467 new Aricom shares to Philotus. The number of shares was calculated in accordance with the original agreement and utilising the WAI valuation, as the number of shares with an aggregate value of US$61m using the then current share price of UK£0.28 and a fixed dollar exchange rate of £1:£$1.76, each as agreed at the time of entry into the agreement. Philotus is a company owned jointly by Peter Hambro and Pavel Maslovskiy and is hence a related party. This option agreement was approved by Aricom’s shareholders at a general meeting on 18 April 2006. As is normal practice for a transaction of this nature, completion of the acquisition and hence the allotment of the consideration shares is conditional on receipt of the approval of the Russian Federal Anti-Monopoly Service (“FAS”).

As a separate transaction but further to receipt of WAI’s valuation, pursuant to the agreement under which Aricom acquired its existing 50% interest in the K&S project, 65,000,000 new Aricom shares are to be issued as additional consideration (being the maximum consideration payable under the original acquisition agreement) to Malavasia Enterprises Inc (“Malavasia”). Malavasia is not a related party and this transaction is not subject to the approval of the FAS as it does not increase Aricom’s shareholding in the project. These additional shares will be issued shortly.

Project Plan, Competent Persons Report & Estimated Valuations

Wardell Armstrong International Ltd is a well known energy and earth resources consultancy company that provides specialist consultancy services to the mining, minerals, renewable energy and environmental industries. Wardell Armstrong International is part of the Wardell Armstrong LLP.

Using the historic reserve and resource estimates together with Aricom’s more recent confirmation drilling, two operational mining scenarios have been proposed based upon mining 7.4million tonnes per annum (“mtpa”) and 10mtpa. In both scenarios a total of 263mtpa of ore and 902mtpa of waste are mined. In the 7.4mtpa scenario this occurs over a 42 year operating life with an average of 33mtpa combined ore and waste mined each year. In the 10mtpa scenario the operational life is 32 years and an average of 45mtpa of ore and waste are mined each year. Both scenario’s assume 3 years of pre-production development.

In relation to each of the above mining scenarios, Aricom’s studies and WAI’s competent persons report consider the additional option of producing pig iron versus the sale of concentrate. Aricom’s further development plans will be based on the option(the fourth in the table below)of processing 10mtpa of ore with a smelting operation to sell 1.75mtpa of pig iron and 1.03mtpa of concentrate.

WAI has assessed Aricom’s estimates for these scenarios and finds them to be reasonable. These estimates include an analysis of the investment programme required, both in terms of quantum and timing, and operating assumptions.


WAI’s Competent Persons Report will be available in full on the Aricom website – www.aricom.plc.uk.

Jay Hambro, Chief Executive of Aricom plc, commented:

“I believe that for Wardell Armstrong, a leading global consulting company in our field, to provide an independent valuation of just one of our assets which amounts to what would be twice the market capitalisation of the Company at today’s share price were all the new consideration shares in issue, is confirmation of Aricom’s potential.

Subject to the normal regulatory approvals, following today’s announcement, Aricom will own 100% of the K&S project for which the total consideration paid represents less than a quarter of the WAI valuation, at today’s share price.

We very much look forward to building on our own and Wardell Armstrong’s analysis of the project so as to begin production as soon as possible.”

DEVELOPMENT PLANS

The Kimkanskoye licence runs to 30 December 2025 and may be extended, with the consent of the licensing authority, until the deposit is fully depleted. The Kimkanskoye licence does not require any further exploration under the licence terms. Completion of the definitive feasibility and design phases are expected to take approximately two years and the physical development of the Kimkanskoye asset is expected to take a further two years. The Company currently anticipates that the Kimkanskoye asset could come into production in early 2010, with a target production of approximately six million tonnes per year of magnetite concentrate.

The Sutarskoye licence runs to 30 December 2025 and may be extended, with the consent of the licensing authority until the deposit is fully depleted. Exploration of the Sutarskoye licence area is expected to take approximately two years and the Sutarskoye asset could come into production at the end of 2013 in accordance with the provisions of the licence.

The beneficiation of the ore has been assessed using 13 separate laboratory samples. Concentrates of 63 per cent. to 65 per cent. iron were produced. Over the course of the feasibility phase, Aricom will also be investigating the technical and economic feasibility of the construction of a pelletising plant to upgrade the concentrate to premium pellet products.

11 April 2007


Adoption of International Financial Reporting Standards Restatement of 2005 and interim 2006 Financial Information

http://www.aricom.plc.uk/aricom/uploads/press/AricomIFRSRest…

11 April 2007


Preliminary Results for the year ended 31 December 2006

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today
announces its financial results for the year ended 31 December 2006. The
complete Annual Review and Financial Statements will be available on the Aricom
website following this announcement.


Project & Group Portfolio Highlights

- Completion of approximately fifty percent of Kuranakh construction
programme and confidence in continued success to deliver project on time and on
budget to production in fourth quarter of 2007. (Cumulative spend to year end
US$45 million)

- Significant expansion of project portfolio with interests in both K&S
(2006) and Garinskoye (2007) projects resulting in diversification into new
commodity group

- Independent review of key asset

- Continued success in recruitment programme for operations and
development staff


Financial Highlights

- Net assets at year end US$444 million (2005: US$18 million)

- Group loss after tax of US$2.6 million (2005: US$3.7 million)

- Group net cash at year end US$90 million (2005: net debt US$2
million)

- Basic and diluted loss per share US$0.01 (2005: US$0.03)

- Reporting under International Financial Reporting Standards one year
ahead of AIM requirement


Jay Hambro, Chief Executive of Aricom plc, commented:


"2006 was a year of growth and consolidation for Aricom as shown in the increase
in net assets of over 24 times.

I look forward to another year of transformation at Aricom as we continue to
build upon our outstanding suite of assets."




- Ends -



Statement of the Chairman, Dr Pavel Maslovskiy

"2006 was an important year of evolution for Aricom. The Group grew from being a
small participant in the titanium dioxide business to also become a potential
major player in the global iron ore market with considerable assets. I am
delighted to report on this transformation and look forward to the ongoing
development of these exciting new deposits.


Our operational achievements have been matched in the capital markets, where in
March 2006 we were delighted to raise US$158 million. This has given the Group
the solid cash base to both optimise the exploration of our current reserves
whilst keeping a keen eye for strategic acquisitions in the future.


To reflect the transformation of the Group's asset portfolio there were a number
of key management appointments. I would like specifically to welcome to the team
Jay Hambro as Chief Executive, Martin Smith as Technical Director and Sir
Roderic Lyne as a further non-executive director. They bring with them an
important blend of industry and regional knowledge together with operational
expertise that will be critical for success in the future.


The Kuranakh project moved several important steps towards production during
2006. Significantly the project has proved its value to the Group with a
positive feasibility study estimating a net present value of over one hundred
million dollars from its combined production of both titanium dioxide and iron
ore concentrates.


The acquisition of our interests in the K&S deposits with estimated iron ore
reserves of over half a billion tonnes was a major development for the Group. At
the outset, Aricom was created to focus on exploiting the value inherent in
finding, developing and operating industrial commodity deposits in Russia's Far
East. Prior to the acquisition of our interests in K&S, management had focussed
on titanium alone hence this acquisition showed the Group's ability to broaden
the scope into a new industrial commodity whilst adhering to its founding
principles.


The news on the Garinskoye deposit was a further step in both strengthening and
diversifying the portfolio with the potential addition of a share in a large
iron ore asset with the upside of a significant high grade area and a vast
resource estimate of over two and a half billion tonnes.


It has been a good year for Aricom. The Group has developed its existing
projects to plan, whilst acquiring excellent new assets and now possesses
financial reserves to develop these and others that the Russian Far East may
offer. Furthermore through its close access to the Trans Siberian and BAM
railroads, Aricom will continue to benefit from its proximity to the Chinese
border, where much of the world commodities continue to be consumed.


I look forward to reporting further expansions and developments to the portfolio
over the next twelve months."


Dr Pavel Maslovskiy

Chairman
Aricom plc

Consolidated income statement
for the year ended 31 December 2006



...


http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

Antwort auf Beitrag Nr.: 28.383.542 von Ramses2I am 20.03.07 09:41:15
11 April 2007


Shareholding in company


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 5 April 2007, AEGON UK Group of Companies now holds 20,661,053 Ordinary Shares in Aricom plc. This holding represents 4.55 per cent of the current total issued share capital of Aricom plc, being 454,461,121 Ordinary shares.

12 April 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 10 April 2007, Lehman Brothers International (Europe) now holds 22,929,912 Ordinary Shares in Aricom plc. This holding represents 5.05 per cent of the current total issued share capital of Aricom plc, being 454,461,121 Ordinary shares.

Antwort auf Beitrag Nr.: 28.779.032 von Ramses2I am 12.04.07 16:39:32


13 April 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 12 April 2007, AEGON UK Group of Companies now holds 25,952,377 Ordinary Shares in Aricom plc. This holding represents 5.71 per cent of the current total issued share capital of Aricom plc, being 454,461,121 Ordinary shares.

16 April 2007


Increase in issued share capital


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that application
has been made for the admission of 65,000,000 Ordinary Shares to trade on AIM and dealings in these shares
are expected to commence on 20 April 2007.

The shares will be issued pursuant to the agreement under which Aricom acquired its existing 50% interest in the K&S project as additional consideration to Malavasia Enterprises Inc., as announced on 5 April 2007.


Following this issue, the total issued share capital of the Company will comprise 519,461,121 ordinary shares.

Antwort auf Beitrag Nr.: 28.787.850 von Ramses2I am 13.04.07 07:19:09
17 April 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 12 April 2007, Lehman Brothers International (Europe) now holds 18,447,010 Ordinary Shares in Aricom plc. This holding represents 4.06 per cent of the current total issued share capital of Aricom plc, being 454,461,121 Ordinary shares.

20 April 2007


Total Voting Rights and Share Capital


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that 65,000,000 Ordinary Shares were admitted to trading on AIM this morning. The shares have been issued pursuant to the agreement under which Aricom acquired its existing 50% interest in the K&S project as additional consideration to Malavasia Enterprises Inc., as announced on 5 April 2007.

In conformity with the Transparency Directive's transitional provision 6, Aricom plc is required to notify the market of the following:

As a result of the issue of 65,000,000 shares, the Company’s issued share capital consists of 519,461,121 ordinary shares with a nominal value of £0.001 pence each, each share conveying the right to one vote. Aricom Plc does not hold any ordinary shares in Treasury.

Therefore, the total number of voting rights in Aricom Plc is 519,461,121.

The above figure of 519,461,121 shares may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, Aricom Plc under the Financial Service Authority's Disclosure and Transparency Rules.

Antwort auf Beitrag Nr.: 28.861.270 von Ramses2I am 17.04.07 17:06:4424 April 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 19 April 2007, Lehman Brothers International (Europe) now holds 18,044,993 Ordinary Shares in Aricom plc. This holding represents 3.47 per cent of the current total issued share capital of Aricom plc, being 519,461,121 Ordinary shares.

Antwort auf Beitrag Nr.: 28.605.373 von Ramses2I am 31.03.07 23:15:4324 April 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that BlackRock Investment Management (UK) Limited now holds 23,802,230 Ordinary Shares in Aricom plc. This holding represents 4.58 per cent of the current total issued share capital of Aricom plc, being 519,461,121 Ordinary shares.

1 May 2007

Shareholding in Company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 27 April 2007, Malavasia Enterprises Inc. (“Malavasia”) holds 145,000,000 Ordinary Shares in Aricom plc.

This holding is as a result of the allotment of 65,000,000 Ordinary shares as additional consideration to Malavasia pursuant to the agreement under which Aricom acquired its existing 50% interest in the Kimkanskoye and Sutarskoye iron ore exploration and extraction licences , as announced on 5 April 2007.

This holding represents 27.91 per cent of the current total issued share capital of Aricom plc, being 519,461,121 Ordinary shares.

As announced on 5 April 2007, an issue of 123,782,467 Ordinary Shares to Philotus Holdings Limited (“Philotus”) is expected to take place in due course following the issue of the consent of the Russian Federal Anti-Monopoly Service. Philotus is a company owned jointly by Peter Hambro and Pavel Maslovskiy and is therefore a related party. As previously announced on 5 April 2007, these shares will be issued pursuant to an option agreement which was approved by Aricom's shareholders at a general meeting on 18 April 2006.

Following the issue of Ordinary Shares to Philotus and Malavasia and assuming that no other Ordinary Shares in the Company are issued, the total issued share capital of Aricom plc will be 643,243,588 Ordinary shares and, at such time, assuming that Malavasia has not sold any Ordinary Shares, Malavasia’s holding will represent 22.54 per cent of the enlarged issued share capital of Aricom plc. Peter Hambro and Pavel Maslovskiy will have an interest in 32.25 per cent of the enlarged issued share capital of Aricom plc.

4 May 2007

Completion of Garinskoye Scoping Study

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has received a completed scoping study on the Garinskoye project. This announcement is further to the announcement of 30 March 2007 in which we stated that Aricom has conditionally agreed to acquire 60% of the Garinskoye project, with an option to acquire a further 25%.

Aricom has procured the preparation by Peter Hambro Mining Engineering of the “Garinskoye May 2007 Scoping Study” which has now been delivered to Aricom and is available to be downloaded from Aricom’s website. The study reviews the historic data supporting the raw material base in conjunction with more recent studies undertaken by Aricom on the mining operations and ore processing technology. Data underlying the study has been taken from the analysis of both the Kuranakh and K&S projects, which have each been independently evaluated by SRK Consulting Ltd and Wardell Armstrong International Ltd respectively.

The scoping study suggests that the project will support a 10mtpa mining operation producing up to 6mtpa of concentrate of which 4.5mpta would be converted into 3mtpa of pig iron. The scoping study suggests a net present value of US$1,951m at a 10% discount rate and on similar economic assumptions to those used in the recently published independent Competent Persons Report on the K&S project.

Aricom now has a drill rig operating at Garinskoye and has already completed a quarter of the required confirmation drilling. The full results of this drilling await further testing but to date can be seen to support the historic estimates of reserves and resources. The historic reserve and resource estimates support a mine life well in excess of 25 years.

Completion of the scoping study allows Aricom to move to the more comprehensive feasibility study stage of project development. It is expected that the feasibility study will be undertaken by OJSC Giproruda in two stages to reflect the proposed two stages of the development. The first stage will comprise the study of a small operation to extract and sell high grade ore after some initial beneficiation and the second stage will be to study the construction and operation of a 10mpta mining operation with an associated iron reduction plant. Aricom will work with Giproruda to seek to receive the complete bankable feasibility study in the fourth quarter of 2007. On this basis it is estimated that the first stage of concentrate sales could commence in 2009 and full production capacity could be reached in 2011.

The capital expenditure requirement for the project to reach full production capacity is currently estimated to total US$1,275m. The financing requirement for the project may be significantly lower after allowing for estimated cashflow to be generated from the first stage of operation and initial sales of the second stage. It is currently estimated that the first stage small scale mining operation will require pre-production capital expenditure of US$50m and it is estimated it will generate an aggregate of in excess of US$100m of post tax operating cashflow over the two years of operation. Capital expenditure for the second stage, to take the project to a production capacity of 10mtpa, is currently estimated to total a further US$1,225m of capital expenditure. These estimates may be modified after receipt of the relevant stages of the feasibility study.

Jay Hambro, Chief Executive Officer commented:

“We believe that Garinskoye is a very exciting asset with significant potential. The scoping study suggests that the deposit has the ability to enable mining at a rate of 10 million tonnes per year of iron ore as early as 2011 which on the basis of our most recently independently analysed economic assumptions generates a net present value of close to two billion dollars. We continue to progress the development of the project as quickly as possible.”

US$65m Project Finance Facility for Kuranakh Project

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has received credit approved commitment letters from Bayerische Hypo- und Vereinsbank AG, Caterpillar Financial (Zurich) and VTB Bank Europe plc. These commitment letters are a formal commitment to a project finance facility of US$65 million for the Kuranakh project.

The financing will provide the remaining funding required for the development of Kuranakh, including construction costs and working capital requirements and a return of a portion of the initial capital already contributed by Aricom to the project.

Bayerische Hypo- und Vereinsbank AG, Caterpillar Financial (Zurich) and VTB Bank Europe plc have in aggregate conditionally committed to providing the financing facility of US$65 million and Aricom will shortly mandate the Lead Arrangers. This facility completes the financing arrangements for the development of Kuranakh. The key features of the financing facilities include:

- Amount of loan: up to US$65 million;

- Loan tenor of six years; and

- No political risk insurance required.



The funding is subject (inter alia) to completion of due diligence and detailed documentation. This process is well underway and is expected to be finalised within the first half of 2007.

Jay Hambro, Chief Executive Officer commented:

“I am delighted that such a well respected group of international financial institutions has offered Aricom this project finance facility on what we consider to be attractive terms. The Kuranakh project construction is continuing as budgeted and scheduled. The construction programme is over 50% complete with all major items of equipment already ordered. Initial concentrate production is targeted to commence in December 2007”

Peter Hambro Mining erschließt milliardenschweres Erzvorkommen im Fernen Osten

Moskau 07.05.2007 (RIA Novosti)

Das britische Unternehmen Peter Hambro Mining will an der Erschließung des Eisenerzvorkommens Garinskoje im russischen Fernen Osten teilnehmen. Das Projekt hat ein Volumen von knapp einer Milliarde Euro.

Mit der Verwaltung des russischen Gebiets Amur schloss Peter Hambro Mining ein Abkommen, wonach die britische Firma die Machbarkeitsstudie sowie die Projektunterlagen ausarbeiten soll, teilte Jewgeni Dujunow, Pressesprecher des Amur-Gouverneurs, RIA Novosti mit.

Das Projekt sieht den Bau eines Bergbau- und Hüttenkombinats und der dazugehörigen Verkehrs-, Stromversorgungs- und Sozialinfrastruktur vor. Die Produktionsleistung des Kombinats, das bis 1. Januar 2013 in Betrieb gehen soll, ist mit mindestens 10,5 Millionen Tonnen Erz im Jahr geplant. Die Investitionen werden auf mindestens 31,9 Milliarden Rubel (mehr als 900 Millionen Euro) geschätzt. Die Errichtung der Verkehrsinfrastruktur (eine Eisenbahnstrecke, mehrere Brücken und Autostraßen) wird voraussichtlich weitere 21,2 Milliarden Rubel kosten.

"Im Rahmen des Projekts sollen rund 2 000 neue Arbeitsplätze geschaffen werden", sagte der Sprecher.


http://www.emfis.de/rohstoffe/rohstoffe/nachrichten/beitrag/…

Antwort auf Beitrag Nr.: 28.968.048 von Ramses2I am 24.04.07 12:12:30
08. Mai 2007

Shareholding in company


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified by Lehman Brothers International (Europe) that, as at close of business on 3 May 2007, its holdings in the Company have decreased to below 3% of the total issued share capital of the Company.

10 May 2007


Conditional Placing to raise funds for project development
Intention to seek admission to the Official List


Highlights

Aricom plc (AIM: TIO) today announces that it is launching a conditional placing (the “Placing”) of Units comprising in aggregate approximately 351 million ordinary shares (the “New Shares”) and approximately 117 million warrants (the “Warrants”) to each subscribe for one new ordinary share. Accordingly, each Unit consists of 3 New Shares and 1 Warrant. JPMorgan Cazenove Limited (“JPMorgan Cazenove”) and Canaccord Adams Limited (“Canaccord”) (collectively the "Joint Bookrunners"), have the option to increase the size of the Placing to a maximum number of Units comprising in aggregate up to 399 million New Shares and up to 133 million Warrants.

Separately, Aricom announces today its intention to seek before the end of 2007 admission to listing on the Official List of the Financial Services Authority and to trading on the Main Market of the London Stock Exchange.


The Placing

The proposed Placing will provide qualified investors with the opportunity to subscribe for approximately 117 million Units.

The proceeds of the Placing will be used to provide funding for construction and development of the Group’s portfolio of assets in Russia’s Far East, for general working capital and corporate development purposes.

The Placing will be subject to, inter alia, shareholder approval proposed to be sought at an Extraordinary General Meeting of the Company (the “EGM”) to be held on or around Monday 4 June 2007.

The Placing will take place at a price per Unit (the “Issue Price per Unit”) to be established through an accelerated bookbuilding.

The terms of the Warrants provide that each Warrant will be exercisable immediately on issue and at any point during the life of the Warrant on payment to the Company of the exercise price. The Warrants have a life of 3 years save for certain circumstances where early termination provisions apply. (Further information is included in the Appendix hereto and will also be included in the circular anticipated to be sent to shareholders in Aricom on or around Friday 11 May 2007).

Transfer to LSE Main Market; listing applications for shares and warrants

In line with the development of the Group’s business, Aricom announces today its intention to seek before the end of 2007 admission to listing on the Official List of the Financial Services Authority and to trading on the Main Market of the London Stock Exchange (“Admission to the Main Market”).

It is anticipated that the newly issued warrants will be admitted to the Official List of the Financial Services Authority and to trading on the Main Market of the London Stock Exchange in conjunction with the Admission of the Company’s ordinary shares to trading on the Main Market by the end of 2007 but until then will be unlisted.

The New Shares and the Warrants will be separately transferable as of the Settlement Date.

Background to and reasons for the Placing

Aricom has a portfolio of assets at varying stages of development all of which have now been the subject of third party studies enabling the Board to consider appropriate investment decisions.

The funds raised will primarily be used to commence the development and construction of the K&S and Garinskoye projects.


K&S: Pre-production capital expenditure has been independently estimated to be c.US$800m.

Garinskoye: While the capital expenditure requirement for the project to reach full production capacity is currently estimated to total US$1,275m, the financing requirement for the project may be significantly lower after allowing for estimated cashflow to be generated from the first stage of operation and initial sales from the second stage.

A summary of anticipated construction and non-construction related capital expenditure associated with the Company’s projects at Kuranakh, K&S and Garinskoye has been included further below. Based on the third party studies received by the Company in respect of these projects, the Group currently anticipates that, in order to progress these projects at optimum pace, it will require capital for commitments (and spending) of $500 million or more over the next 12 to 24 months.


Relevant additional information

Aricom continues to make substantial progress in advancing the development of its Kuranakh mine and expects production to commence on time and within budget in the fourth quarter of 2007. Furthermore, Aricom has received credit approved commitment letters from 4 financial institutions for the project finance on this project. Whilst this shows the strength of the project it also demonstrates the significant project finance appetite for projects of this kind and in this geographic region.

Russia’s Far East is a resource-rich region which enjoys a strategically important location bordering China, where continuing strong demand for imported raw materials is expected. Aricom’s management team has experience and strong regional relationships in Russia’s Far East and the Company is building considerable expertise in developing mining assets in the region. Aricom intends to apply this expertise and its position to seek further growth opportunities in metals and minerals in the region.


Jay Hambro, Chief Executive of Aricom plc, commented:

“Russia’s resource-rich Far East is fast becoming a commercial gateway to the high-growth markets of China and other parts of Asia. The construction and development of Aricom’s assets should allow us to become a key player in the Russian and Asian iron ore markets.

The Placing is designed to provide for a significant part of the project expenditure at Aricom’s K&S and Garinskoye projects. The third party studies we received show that, with funds from the Placing and suitable project financing for each project, Aricom could be funded through to initial production and positive cash flows from Kuranakh, K&S and Garinskoye.

Recently, we have been encouraged by the significant support from the international finance community in the offers for project finance for the Kuranakh project as well as by the IFC’s stated intention to make an equity investment in Aricom.

The proceeds from today’s Placing will lift Aricom to the next level of delivery on the significant potential inherent in our substantial asset base, just like our intended listing on the LSE’s Main Market will take us to the next stage of our corporate development.”

Heute muss man bei Aricom wirklich starke Nerven haben.
In London steht für Aricom ein Minus von 11 Prozent aktuell auf dem Ticker.

Wer dabei bleibt und keine zittrigen Hände bekommt wird hier sicherlich noch reichlich belohnt.
Da ich schon länger dabei bin, lehne ich mich einfach zurück und warte darauf das es hier wieder
hoch geht.

Es geht weiter abwärts. Die Kapitalerhöhung und der Gesamtmarkt drücken den Kurs. Kursziel von Connacord Adams waren Anfang Mai £1.56 per share, das wären von jetziger Basis (ca. £0.70) deutlich über 100% Kurssteigerung. Aber Aricom ist jetzt schon fast 400 Mio Pfund wert. Im Vergleich dazu bringt es die ehemalige "Mutter", die etablierte Peter Hambro Mining auf ca. 1 Mrd. Pfund.

Ich stehe immer noch an der Außenlinie, hätte damals besser zu Arno Rüschs 3Sat-Börsenspieltip bei 0,67 Euro einsteigen sollen.
Jetzt frage ich mich, ob hier nicht womöglich schon alles gelaufen ist, d.h. es eher seitwärts oder abwärts weitergeht.

Antwort auf Beitrag Nr.: 29.334.747 von startvestor am 15.05.07 22:31:03
Dann empfehle ich dir weiterhin an der Außenlinie stehen zu bleiben. Natürlich geht es auch bei Aricom von Zeit zu Zeit runter...das schöne ist hier allerdings das es bis jetzt dann noch viel höher gegangen ist.

Hier entsteht was ganz großes...und wer keine Nerven hat sollte lieber von draußen zuschauen.

Antwort auf Beitrag Nr.: 29.243.161 von Ramses2I am 10.05.07 07:35:4115 May 2007

Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 11 May 2007, Lehman Brothers International (Europe) now holds 48,920,902 Ordinary Shares in Aricom plc. This holding represents 9.42 per cent of the current total issued share capital of Aricom plc, being 519,461,121 Ordinary shares.

Meiner Meinung nach sind die schon ganz schön groß.

Sehr bemerkenswert, wie die institutionellen Anleger sich hier einkaufen. Das Risiko bei Aricom dürfte sich in Grenzen halten, wobei man natürlich immer auf Putin aufpassen muss.

Die Frage ist aber weiterhin, wie hoch ist das Potenzial ?
Wenn Connacord Adams mit 1,56 Pfund recht hat, sollte man schleunigst einsteigen, aber ein paar andere Analystenmeinungen wären auch nicht schlecht. Was ist denn Dein Kursziel, Ramses21 ?

Antwort auf Beitrag Nr.: 28.383.542 von Ramses2I am 20.03.07 09:41:15
Und auch Merrill Lynch greift bei Aricom wieder zu:


16 May 2007

Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 14 May 2007, Merrill Lynch International now holds 31,225,604 Ordinary Shares in the Company. This holding represents 6.01 per cent of the current total issued share capital of Aricom plc, being 519,461,121 Ordinary shares.

21 May 2007


Notice of AGM

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces that the Notice for the Company's Annual General Meeting ("AGM") will been sent to shareholders today and is also available on its website at www.aricom.plc.uk.

The AGM will be held at 12 noon on 20 June 2007 at 10-11 Grosvenor Place, London SW1X 7HH.

23 May 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 21 May 2007, The Capital Group Companies, Inc now holds 33,796,058 Ordinary Shares in the Company on behalf of its affiliates as follows:



% issued share capital

Capital Guardian Trust Company

· Capital Guardian International (Non-US) Small Capitalization Master Fund


28,804,658




5.55

Capital International Limited
3,054,900
0.59

Capital International S.A.
687,800
0.13

Capital International, Inc
1,248,700
0.24



This holding represents 6.51 per cent of the current total issued share capital of the Company, being 519,461,121 Ordinary shares.

29 May 2007

IFC Proposes Equity Investment

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has agreed the investment from the International Finance Corporation (“IFC”) of US$20m by them subscribing for 17,076,372 new Aricom shares and them being granted an option to subscribe for a matching amount of additional new shares. The proposed investment was announced in March 2007, subject to further due diligence and approval by the IFC’s Board. IFC’s due diligence included an environmental and social review which found Aricom’s projects consistent with IFC’s Performance Standards and World Bank guidelines and the IFC Board has approved the investment.

Investment

IFC is subscribing for 17,076,372 new shares at the share price prior to the original announcement on 20 March 2007 of UK£0.59 per share (the “Investment Price”). The new shares will be ordinary shares in Aricom ranking pari passu with all existing ordinary shares then in issue. At the same time Aricom is granting IFC an option to subscribe for 17,076,372 shares at an exercise price which is at of UK£0.74 per share (a 25% premium to the Investment Price subject to an anti-dilution adjustment). The option is exercisable for a period of two years commencing on the date which Aricom notifies the IFC of aggregate gross revenue from operations since inception of Aricom exceeding US$40m on a consolidated basis (the “Option Trigger Date”). If at any time following the Option Trigger Date the shares trade at a 60% premium to the Exercise Price the expiry date for exercise of the option will reduce to 90 days.At any time after the second anniversary of the Option Trigger Date, if the shares trade at a 30% premium to the exercise price the expiry date for exercise of the option will also be reduced to 90 days.

IFC is the private sector arm of The World Bank Group. IFC is a substantial provider of finance to companies in Russia in a wide range of sectors, including mining.

Application will be made today for the admission of the above mentioned 17,076,372 ordinary shares to trade on AIM and dealings in these shares are expected to commence on 4 June 2007.

Jay Hambro, Chief Executive, said: -
“I am delighted that IFC is investing in Aricom. IFC provides finance for a number of projects in the region and as part of this investment will support Aricom in procuring project finance for K&S and Garinskoye.”

William Bulmer, Manager, Mining Investment Division, International Finance Corporation, said: -
“We are very pleased to participate in Aricom’s mining developments in Russia. We believe that the development of Aricom’s assets will add significant value to both the communities surrounding the projects and to the Amur and Evreyskaya Autonomous Regions of Russia as a whole. We look forward to supporting Aricom in its ongoing investment programme including associated infrastructure projects that will contribute to regional development.”

Bei dem aktuellen Kursverlauf könnte man mit einem ambitionierten Abstauberlimit sicherlich Erfolg haben...bin noch am überlegen wo ich dieses setzen werde.

Die Aussichten sind weiterhin rosig und von daher sollte es auch weiterhin nach oben gehen. Was aktuell schwer auf dem Kurs liegt, ist hier die Zunahme der Aktienzahl - die Erfolgsaussichten werden übersehen.

5 June 2007

Aricom plc

Director’s Dealing


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces that it has been notified by Sir Malcolm Field, a director of the Company, that he has been allotted 35,000 units at a price of 210 pence per unit, consisting of 105,000 ordinary shares in the Company and 35,000 warrants to subscribe for one ordinary share each at an exercise price of 80 pence per share, in accordance with the placing of units announced on 10 May 2007.

Sir Malcolm Field now has an interest in 605,000 ordinary shares of the Company, representing 0.06% of the issued share capital of the Company.

7 June 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 6 June 2007, Lansdowne Partners Limited now holds 99,420,169 Ordinary Shares in Aricom plc. This holding represents 10.63 per cent of the current total issued share capital of Aricom plc, being 935,537,493 Ordinary shares.

Of this holding, 94,628,443 Ordinary Shares in the Company are held by Lansdowne UK Equity Fund Limited, representing 10.11 per cent of the current total issued share capital of the Company.

Lansdowne Partners Limited Partnership was founded in 1998 by Paul Ruddock and Steven Heinz. Paul was formerly the Head of International for Schroder and Co. Inc and Steve managed equities for Harvard Management Company.

Steven Heinz heads a team of seven investment professionals managing the European Equity strategies.
Stuart Roden and Peter Davies, the managers of the Lansdowne UK strategy joined from Merrill Lynch Investment Management in April 2001. They head a team of 2 investment professionals who manage this strategy.
William de Winton, manager of the Global Financials Funds, joined from Morgan Stanley and Co. in April 2004. William heads a team of 4 investment professionals.
Richard Davidson, manager the Macro Funds, joined from Morgan Stanley Investment Management in April 2005 and heads a team of 4 investment professionals.
Arnab Banerji, manager of the Emerging Markets Funds, joined in December 2005 and heads a team of 2 investment professionals.
Suzi Nutton is the Head of Operations and has been with the company since its inception in June 1998.

The partnership has 16 limited partners, in total Lansdowne Partners Limited employs over 90 people including over 35 who are involved in the investment, trading and risk management process.

The company launched in 1998 with the European Equity strategy, the UK Equity strategy was launched in 2001 and in 2004 the Global Financial strategy was launched. A Macro strategy launched in July 2005 and the Emerging Markets Fund launched in October 2006.

The company’s investment philosophy is to produce good absolute returns whilst minimizing downside risk. Positions in companies are based on significant research and are usually held for a period of at least one year and sometimes several years.

8 June 2007


Acquisition of majority stake in leading Russian mining design institute


Aricom plc (AIM:TIO), the Anglo-Russian developer of mineral resources, today announces that it has received Russian Anti-Monopoly approval to acquire the 68.49% holding in OJSC Giproruda (“Giproruda”) that it announced a conditional agreement to acquire on 16 March 2007. The acquisition is accordingly now unconditional. There is a cash consideration of RUR211m (c.US$8m).

Antwort auf Beitrag Nr.: 29.543.498 von Ramses2I am 30.05.07 17:38:02
Wer bei solchen Kursen aktuell auf der Verkäuferseite steht ist wirklich nicht zu helfen:


18 June 2007

Director’s Dealing


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces that it has been notified today by Jay Hambro, a Director of the Company, on Friday 15 June purchased 135,000 warrants of the Company, giving him the right to subscribe for 135,000 ordinary shares each at an exercise price of 80 pence per share.

Jay Hambro now has an interest in 135,000 warrants of the Company, representing 0.1% of the issued warrants of the Company.



...da ist wirklich noch Luft nach oben!

Hier ein Auszug aus der aktuellen Pressemitteilung (siehe auch unter http://www.aricom.plc.uk/aricom/uploads/press/TUAricom1stHal…)

Press Release
12 July 2007
Aricom plc (“Aricom” or “the Company” or “the Group”)
2007 First Half Trading Update
Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, issues this statement as an update on trading for the first six months of 2007 in advance of the interim results announcement expected in September.

HIGHLIGHTS
- Total gross funds raised of c.US$575m and receipt of project finance proposals
- Progress on intention to move to Main Market
- Conditional purchases of interests in K&S and Garinskoye
- Successful completion of the acquisition of Giproruda mining institute
- Construction of Kuranakh project continues on schedule
- Kuranakh construction costs impacted by global steel prices and additional blasting requirements
- Positive project studies on both K&S and Garinskoye suggesting a total valuation of US$3.7bn


3,7 Mrd Dollar sieht gut aus.

11 July 2007


Aricom plc
Shareholding in company


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces that it has today been notified that, as at close of business on 6 July 2007, Lansdowne Partners Limited now holds 103,210,169 Ordinary Shares in Aricom plc. This holding represents 11.03 per cent of the current total issued share capital of Aricom plc, being 935,537,493 Ordinary shares.

23 July 2007




Aricom plc (“Aricom” or “the Company”)Directors’ dealings


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified today of the following transactions:

Peter Hambro, a Director of the Company, has today made two gifts of 190,000 Aricom shares of £0.001 each, totalling 380,000 shares, to his nephew Eric Hambro and his niece Maya Hambro and one charitable gift of 176,459 shares to The Royal Hospital, Chelsea appeal. The number of shares gifted by Peter Hambro is equivalent to 0.06% of the issued share capital of the Company. The remaining holding of Peter Hambro and his associates, subject to the completion of the Kimkanskoye and Sutarskoye (“K&S”) transaction is set out in the table below.

Pavel Maslovskiy, Chairman, and his associates (“PM”) have today made a gift of 1,000,000 Aricom shares of £0.001 each, equivalent to 0.11% of the issued share capital of the Company, to another member of the senior management team.

Pavel Maslovskiy, Chairman, and his associates have sold today, to a long term Russian investor, 20,512,363 ordinary shares of £0.001 each in Aricom PLC equivalent to 2.19% of the issued share capital of the Company at a price of £0.7159 per share, a premium of 19.32 % to the closing price of Aricom’s shares on 19 July 2007. Following the completion of the K&S acquisition (see below) they will own 92,779,094 shares representing 8.76% of the issued share capital.

Following completion of the above transactions, the holdings of Peter Hambro and Pavel Maslovskiy and associates, subject to completion of the K&S acquisition will be as follows:

Number of shares held

% of issued share capital

Peter Hambro and associates
30,710,496
3.28

Pavel Maslovskiy and associates
30,887,860
3.30


-Continued-



K&S acquisition completion and subsequent shareholding

As previously announced on 5 April 2007, Aricom has exercised its option to acquire from Philotus Holdings Ltd ("Philotus") all the shares of the company which holds the remaining 50% of the K&S project. Under the terms of Aricom's existing option agreement the option exercise consideration will comprise the issue of 123,782,467 new Aricom shares to Philotus, conditional on receipt of the approval of the Russian Federal Anti-Monopoly Service. Following this allotment and as a result of their interest in Philotus, the holdings of Peter Hambro and Pavel Maslovskiy and associates will be as follows:


Number of shares held
% of issued share capital

Peter Hambro and associates
92,601,729
8.74

Pavel Maslovskiy and associates
92,779,094
8.76



Pavel Maslovskiy, Chairman, said:


“My sale of shares has been carried out in order to achieve a better balance in my family’s and my portfolio of investments and to facilitate further non mining investment in Russia. My 8.76% interest in Aricom, following the K&S transaction (see below) demonstrates my commitment to the future success of Aricom. “

23 July 2007


Aricom plc (“Aricom” or “the Company”) Directors’ Dealings


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that:

Director’s Dealing/Exercise of Option

Application has been made for the admission of 1,000,000 Ordinary Shares of £0.001 each to trade on AIM and dealings in these shares are expected to commence on 27 July 2007. The shares have been issued to Sir Malcolm Field, a Director of the Company, at a price of 15p per share further to the exercise of an option granted on 31 December 2003.

Sir Malcolm Field has sold 400,000 shares of £0.001 each in the Company at a price of £0.58 to fund this exercise. As a result, Sir Malcolm Field now holds 1,205,000 shares in the Company, representing 0.13% of the issued share capital of the Company, an increase of 600,000 shares.

Following the issue, the total issued share capital of the Company will comprise 936,537,493 ordinary shares.

Director’s Dealing

Sir Roderic Lyne, a Director of the Company, has purchased 26,000 shares of £0.001 each in the Company at a price of £0.58. As a result, Sir Roderic Lyne now holds 26,000 shares in the Company, representing 0.003% of the issued share capital of the Company.

Aricom bei Kursrückschlägen aufstocken

24.07.2007
Emerging Markets Investor

Endingen (aktiencheck.de AG) - Die Experten von "Emerging Markets Investor" raten, jeden Kursrückschlag bei der Aricom-Aktie (ISIN GB0033990283 / WKN A0BK32) zur Positionsaufstockung zu nutzen.

In sechs Monaten werde die Gesellschaft auf dem Kuranakh-Feld seine Eisenerzproduktion aufnehmen und erste operative Umsätze generieren. Das Erz solle nach China verkauft werden, wo schon langjährige Abnahmeverträge geschlossen worden seien. Anschließend sollten zwei weitere Eisenerzvorkommen (K&S und Garinskoye) erschlossen werden. Der Wert dieser beiden Liegenschaften sei vor Kurzem von unabhängigen Gutachten auf 3,7 Mrd. USD geschätzt worden.

Nach Schätzungen der Analysten von Canaccord solle der Umsatz in den nächsten drei Jahren von 146 Mio. USD auf 1,6 Mrd. USD klettern und der Gewinn solle von 23 Mio. USD auf 700 Mio. USD ausgeweitet werden. Seien alle drei Projekte erstellt, sähen die Analysten von Canaccord den fairen Wert des Papiers zwischen 185 GBp und 303 GBp (je nach Bewertungsmethode).

Für die Experten von "Emerging Markets Investor" ist die Aricom-Aktie bei aktuellen Kursen von 58 GBp eines der besten Investments, die man auf Sicht von 18 Monaten überhaupt tätigen kann. (Ausgabe 14 vom 23.07.2007)
(24.07.2007/ac/a/a)

Antwort auf Beitrag Nr.: 30.850.173 von startvestor am 25.07.07 20:32:57

Hallo Startvestor,

das schreibe ich hier bereits seit Monaten bzw. stelle die entsprechenden Meldungen rein. Derzeit ist Aricom ein ungeschliffener Diamant welcher langsam zu glänzen beginnt.

27 July 2007


Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 25 July 2007, Deutsche Bank AG now holds 36,830,615 Ordinary Shares in Aricom plc. This holding represents 3.94 per cent of the total issued share capital of Aricom plc as at 25 July 2007, being 935,537,493 Ordinary shares.

Antwort auf Beitrag Nr.: 30.850.922 von Ramses2I am 25.07.07 21:31:21Ich hoffe nur, dass es der Markt irgendwann auch mal erkennt. Heute gehts schon wieder runter.

27 July 2007


Aricom plc (“Aricom” or “the Company”) Total Voting Rights


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that, following the exercise of Sir Malcolm Field’s options (as previously announced on 23 July 2007) 1,000,000 Ordinary Shares were admitted to trading on AIM this morning.

The Company's issued share capital now consists of 936,537,493 Ordinary shares with a nominal value of £0.001 pence each, each share conveying the right to one vote. Aricom Plc does not hold any ordinary shares in Treasury.

Therefore, the total number of voting rights in Aricom Plc is 936,537,493.

The above figure of 936,537,493 shares may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, Aricom Plc under the Financial Service Authority's Disclosure and Transparency Rules.

Was für ein Absturz schon wieder, unter "Sell on good News" stelle ich mir eigentlich was anderes vor:

http://www.aricom.plc.uk/aricom/uploads/press/PRreKSFASAppro…

Wir waren sogar mal bei den magischen 45 Pence in London. Das ist der Kurs, zu dem Hambro und Maslovsky letztes Jahr groß eingestiegen sind.

Antwort auf Beitrag Nr.: 31.015.396 von startvestor am 03.08.07 22:45:44

Hier kann es aber genauso schnell wieder auf 80 Pence hoch gehen.
Ich müsste lügen, wenn ich sagen würde das mir diese Kurse gefallen. Langfristig bin ich weiterhin überzeugt, dass mit Articom noch einiges zu verdienen gibt. Wie so immer, darf man halt nicht die Nerfen verlieren.

Es geht wieder aufwärts in London...fast 8 Prozent.
Für mich ist es nur eine Frage der Zeit bis die bisherigen
Höchststände übertroffen werden.

Antwort auf Beitrag Nr.: 31.015.396 von startvestor am 03.08.07 22:45:44Das kannst du ruhig im Original einstellen Startzvestor:



3 August 2007




Aricom plc (“Aricom” or “the Group” or “the Company”)

Russian Anti-Monopoly Approval Received for K&S Acquisition
Subsequent Increase in Issued Share Capital


Aricom plc (AIM:TIO), the Anglo-Russian developer of mineral resources, today announces that it has received the approval of the Federal Anti-Monopoly Service of the Russian Federation (“FAS”) to acquire the company that owns the remaining 50% indirect interest in the K&S project. Following completion of this transaction the Group will own a 100% interest in the K&S project.

Consequent to this approval, the acquisition has become unconditional and hence an application has been made for the admission of 123,782,467 ordinary shares to trading on AIM and dealings in these ordinary shares are expected to commence on 9 August 2007.

The ordinary shares are being issued pursuant to the Company’s decision to acquire the remaining 50% of the K&S project which it does not already own by the exercise of its option to acquire from Philotus Holdings Ltd ("Philotus") all the shares of the company which holds the remaining 50% indirect interest in the K&S project, as announced previously on 5 April 2007. Under the terms of Aricom's existing option agreement the option exercise consideration comprises the issue of 123,782,467 ordinary shares to Philotus.

Philotus is a company owned jointly by Peter Hambro and Dr. Pavel Maslovskiy and is hence a related party. The option agreement was approved by Aricom's shareholders at a general meeting on 18 April 2006. As is normal practice for a transaction of this nature, completion of the acquisition and hence the allotment of the consideration shares was conditional on receipt of the FAS approval, which has now been granted.

Both Peter Hambro and Dr. Pavel Maslovskiy, being Directors of the Company, have an interest in Philotus and accordingly, the number of ordinary shares in which Peter Hambro and Dr. Pavel Maslovskiy and their respective associates have an interest pre and post the exercise of the option and allotment and issue of the new ordinary shares is as follows:


Pre the exercise of the option
Post the exercise of the option


No. of shares
% of total issued share capital


No. of shares
% of total issued share capital

Peter Hambro and associates


30,710,496


3.28
92,601,729
8.73

Dr. Pavel Maslovskiy

and associates


30,887,860


3.30
92,779,094
8.75




Following this issue, the total issued share capital of the Company will comprise 1,060,319,960 ordinary shares.

Hallo !

Bin seit heute mit im Boot. Einstieg zu 48 pence in London.

Ist als Langfristanlage gedacht mit Zeithorizont 2013 wo dann hoffentlich die Minen alle in Betrieb sind und dann dick Div zahlen.

2013 werde ich frühestens ich weitere Überlegungen anstellen.

der

Dividendenabstauber

Antwort auf Beitrag Nr.: 31.055.921 von Dividendenabstauber am 06.08.07 20:22:33Hallo Dividendenabstauber !

Herzlich willkommen bei Aricom. Hoffentlich gehts nach diesen Monsterverkäufen vom Freitag in London (waren wohl zwei 500.000er Pakete dabei) nun schnell gen Norden.

Antwort auf Beitrag Nr.: 31.058.337 von startvestor am 06.08.07 23:46:28In London ging es gestern ja leider erneut in großen Schritten rückwärts trotz guter Nachrichten:


9 August 2007


Russian Anti-Monopoly Approval Received for Garinskoye Acquisition


Aricom plc (AIM:TIO), the Anglo-Russian developer of mineral resources, today announces that it has received the approval of the Federal Anti-Monopoly Service of the Russian Federation (“FAS”) to subscribe for shares in Lapwing Limited (“Lapwing”), a Cyprus company, which in turn owns LLC Garinsky Mining and Metalurgical Complex (“Garinsky”), the company holding the licence for the Garinskoye deposit. Following this subscription the Group will hold a 60% interest in the Garinskoye project and with an option to increase its holding to 85%.

Following receipt of the FAS approval, the subscription by Aricom for the Lapwing shares is now conditional only on the completion of a share capital reorganisation within Lapwing. It is expected that this will be completed shortly, following which Aricom will be able to subscribe for new shares which will comprise 60% of Lapwing’s enlarged share capital.

As already announced on 30 March 2007, Aricom has also been granted an option to acquire a further 25% interest in Lapwing’s enlarged share capital for US $100m.

Exploration work at Garinskoye is progressing well and the MicroMine model of the deposit as well as a pre-feasibility of the project study are due to be completed before the year end. A team from Wardell Armstrong International are planning to visit the deposit during the week of August 20th and will include a review within their Competent Persons Report which Aricom intends to publish during September.


Jay Hambro, Chief Executive, said: -

"Aricom has now received all our outstanding approvals from the Anti-Monopoly Service of the Russian Federation.

We continue to make excellent progress at Garinskoye and look forward to sharing the results with Wardell Armstrong later this month. "

Und hier ist der Grund für den Verkaufsdruck von gestern - da hat wohl von Lapwing gleich einer auf den Markt geworfen:


9 August 2007


Total Voting Rights and Share Capital

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that 123,782,467 Ordinary Shares were admitted to trading on AIM this morning.

In conformity with the Transparency Directive's transitional provision 6, Aricom plc is required to notify the market of the following:

As a result of the issue of 123,782,467 shares, the Company’s issued share capital consists of 1,060,319,960 ordinary shares with a nominal value of £0.001 each, each share conveying the right to one vote. Aricom Plc does not hold any ordinary shares in Treasury.

Therefore, the total number of voting rights in Aricom Plc is 1,060,319,960.

The above figure of 1,060,319,960 shares may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, Aricom Plc under the Financial Service Authority's Disclosure and Transparency Rules.

der derzeitige Kurs ist ja lächerlich
verliert doch nicht immer gleich die Nerven (ich sag nur Lemminge)
nächste Woche besuchen die Leute von Wardell Armstrong das Garinskoje Projekt und danach veröffentlichen Sie auch über Dieses eine Studie! bei der letzten gings rauf auf 1,30€!

Antwort auf Beitrag Nr.: 31.208.294 von gems am 17.08.07 17:41:59
Bei den Kursen stehe ich sicherlich nur auf der Käuferseite!

Press Release
15 August 2007




Aricom plc (“Aricom” or “the Company”)

Shareholding in company


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 10 August 2007, Capital Group International, Inc now holds 66,878,443 Ordinary Shares in the Company on behalf of its affiliates as follows:





% issued share capital

Capital Guardian Trust Company
42,373,343
3.996

Capital International Limited
19,280,400
1.818

Capital International S.A.
3,318,500
0.313

Capital International, Inc
1,906,200
0.180




This holding represents 6.31 per cent of the current total issued share capital of the Company, being 1,060,319,960 Ordinary shares.

Kennt jemand von euch diesen lustigen Heibel-Ticker. Sie verstehen so vieles an Aricom nicht und würden sich über Kursverluse nicht wundern.
Wenn sie keine Ahnung haben, sollen sie doch einfach nichts schreiben. So machen Unwissende Meinung. In den letzten Wochen haben mehrere englische Publikationen (u.a. der Sunday Telegraph) Aricom zum Kauf empfohlen. Auf der Website von Aricom stehen zudem genug Dokumente, die sie hätten lesen können.



Aricom weitere Kursverluste?

20.08.2007
Heibel-Ticker

Berlin (aktiencheck.de AG) - Die Experten von "Heibel-Ticker" würden weitere Kursverluste bei der Aricom-Aktie (ISIN GB0033990283 / WKN A0BK32) nicht wundern.

Aricom sei ein russisches Minenunternehmen mit Sitz in Großbritannien und einem Hauptabbaugebiet in Ostasien, direkt an der Grenze zu China. Insbesondere Eisenerz solle dort abgebaut werden. Auch wenn die Marktkapitalisierung mit 750 Mio. Euro deutlich über der Mindestgröße der Wertpapierexperten liege, so sei dieses Unternehmen dennoch zu wenig durchschaubar. Was dort gehandelt werde, seien Zukunftspläne und Absichtserklärungen in einem Land, welches die Wertpapierexperten nicht sehr gut verstehen würden. Der Zugang zur Börse von London sei heutzutage nicht mehr sehr schwer zu bekommen, dadurch sei das Unternehmen aber noch lange nicht britisch.

Die bisherige Kursentwicklung würde den Experten zu denken geben: Fulminanter IPO Mitte 2006 mit anschließend gepuschtem Aktienkurs von 0,50 auf 1,25 Euro, anschließend seit Mai dieses Jahres Rückfall auf 0,70 Euro.

Weitere Kursverluste bei der Aricom-Aktie würde die Experten von "Heibel-Ticker" nicht wundern. (Ausgabe 33 vom 17.08.07) (20.08.2007/ac/a/a)

Antwort auf Beitrag Nr.: 31.245.971 von startvestor am 21.08.07 20:39:05Nur nicht die Geduld verlieren.

So schnell wie es hier runter gegangen ist, kann
es auch wieder hoch gehen. An den Fundamentaldaten
hat sich nichts geändert.

In London geht es heute wieder sehr schön nach oben.
Über Nacht wird man eben an der Börse nicht REICH,
sondern nur mit der entsprechenden Ausdauer wie auch
Nerven.

Antwort auf Beitrag Nr.: 31.284.831 von Ramses2I am 24.08.07 18:29:14Die letzten Wochen schien ein großer Verkäufer in London am Werk gewesen sein. Jetzt ist der Verkaufsdruck mal weg und es geht steil nach oben.

Unter dem folgenden Link, kann man sich auf alle Fälle schon mal einen sehr schönen
Überblick zum Garinskoye-Projekt verschaffen:

http://www.aricom.plc.uk/aricom/uploads/press/PHMEGARINSKOYE…

Wir werden noch viel Freude haben.

CVRD und Rio Tinto konnten angeblich die Eisenerzpreise für die Chinesen um 35% anheben für nächstes Jahr. Zusätzlich wird noch Erzknappheit für die nächsten paar Jahre sein.
Dies müsste sich auf die Ertragslage ordentlich auswirken, im 4Q07 fängt ja der Verkauf von Erz aus der ersten Mine an. Was wird sich 2013 abspielen wenn alle 4 Vorkommen in Produktion sind ?

der

Dividendenabstauber

5 September 2007

Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 30 August 2007, Deutsche Bank AG now holds below 3 per cent of the current total issued share capital of Aricom plc.

12 September 2007

Interims Results Wednesday, 26 September 2007

Aricom plc (AIM:TIO) the Anglo-Russian developer of mineral resources, advises that it will be announcing its Interim Results for the half year ended 30 June 2007 on Wednesday, 26 September.

14 September 2007

Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 12 September 2007, Capital Group International, Inc now holds 54,524,439 Ordinary Shares and 8,640,484 warrants in the Company on behalf of its affiliates as follows, giving a total of 63,164,923 Total Voting Rights:

The holding of 54,524,439 Ordinary Shares represents 5.14 per cent of the current total issued share capital of the Company, being 1,060,319,960 Ordinary shares.

17 September 2007

Signing of Cooperation Agreement with LLC “OboronImpex”

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces that it has signed a cooperation agreement with LLC “OboronImpex” (an investment and managing company in the Rosoboronexport Group) to investigate opportunities in strategic commodities.

LLC “OboronImpex” was established in 2001 by FSUE “Rosoboronexport” (75% of stock capital) and Vnesheconombank (25%) as a financial and investment company. Rosoboronexport began to consolidate metallurgical assets in Russia and in 2006 OboronImpex became the management company of Russia’s, and the world’s, largest titanium producer – OJSC “Corporation VSMPO-AVISMA” (“Avisma”). Rosoboronexport owns 65.8 % of Avisma. Additionally The Rosoboronexport Group owns interests in, inter alia, RusSpecStal, the group producing specialised steels including the Red October Metallurgical Plant.

Following this agreement, Aricom will form a Cooperation Management Committee to manage the process. Mr Mikhail Shelkov, Director General of LLC “OboronImpex” will be the Chairman of this Committee and Dr Maslovskiy, Aricom’s Chairman, will be Deputy Chairman. Mikhail Yevgeniy Shelkov graduated in 1991 from the Moscow Physics and Technology Institute and then proceeded to the International University of Business & Management to qualify as an economist. Mr Shelkov will also be appointed the Deputy Chairman of “Management Company Peter Hambro Mining” which is Aricom’s primary contractor on mining operations.

The cooperation agreement sets out that the companies will assist each other in reviewing opportunities in strategic raw materials – primarily those containing titanium, tungsten, molybdenum and tantalum, in establishing new production facilities and in developing new technologies especially in titanium production. This review will look at both domestic and non-domestic raw material assets as well as processing/beneficiation assets and opportunities.

Jay Hambro, Chief Executive, said: -

“With this new agreement Aricom has found a powerful new friend in the Russian Federation. I see the relationship as adding significantly to both Aricom and the Rosoboronexport Group. This Public Private Partnership brings together Aricom’s skill in finding and developing mining projects in the Russian Far East with Rosoboronexport’s critical mass in the strategic metals sector.

I would also like to extend a warm welcome to Mikhail Shelkov as he joins the Cooperation Management Committee. Mr Shelkov has much valuable experience in the investments and the commodities sectors, as well as in the area of strategic metals. We much look forward to working with him at Aricom.”

Mikhail Shelkov, Director General of LLC “OboronImpex”, said: -

“We are excited to work with Aricom. Aricom is creating a lot of value in the Russian Far East with the development of a new mining and metallurgical complex. The Group has a number of very interesting assets and a proven track record of both organic and inorganic growth. I hope that I will be able to help the growth of the company with the new cooperation we have agreed between Aricom and LLC “OboronImpex”, as an investment and managing structure in the Rosoboronexport Group.”

die spinnen die Briten! lassen die den Kurs schon wieder absacken haben die erwartet das im Halbjahresergebnis ein Plus steht,oder was?
schade das Aricom in London gelistet ist, in Australien wären wir schon durch die Decke gegangen! schaut euch mal Fortescue Metals an, die gehen erst irgendwann nächstes Jahr in Produktion und steigen und steigen, die haben eine Marktkapitalisierung von fast 8,5 Mrd.Euro
Zugegeben die haben deutlich mehr Resourcen, wenn man diese aber mit Aricom vergleichen würde, kann sich jeder selbst ausrechnen wo wir stehen könnten!

aber das wird schon noch! Geduld ist hier gefragt!

Antwort auf Beitrag Nr.: 31.750.989 von gems am 26.09.07 16:29:05Das juckt mich derzeit nicht die Bohne...erst wenn ich verkaufen möchte.

Und bei Aricom wird es im Jahr 2008 sicher schön nach oben gehen. Aktuell kann man noch zu niedrigen Kursen einsammeln, was man im übrigen auch tun sollte. Ich für meinen Teil habe noch mal erhöht vor einiger Zeit zu Kursen von knapp €uro 0,7.

Sitze jetzt auf genügend Shares und warte das diese Aktie von der breiten Öffentlichkeit endeckt wird.

Antwort auf Beitrag Nr.: 31.753.329 von Ramses2I am 26.09.07 18:58:10richtig so! ich denke spätestens nach dem Listing an der Londoner Hauptbörse kehrt hier Ruhe ein und Aricom wird einer breiten Öffentlichkeit bekannt!

Antwort auf Beitrag Nr.: 31.758.383 von gems am 27.09.07 09:31:17
Aricom's proposed move from AIM to Main Market

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces that it intends to apply for a primary listing of its ordinary shares ("Ordinary Shares") and outstanding warrants ("Warrants") on the Official List of the UK Listing Authority (the "Official List") and to trading on the London Stock Exchange plc's main market for listed securities (the "Main Market").

Such a move will be through an introduction of its existing Ordinary Shares and Warrants, with no new Ordinary Shares or Warrants being issued. Pursuant to Rule 41 of the AIM Rules for Companies, the Company hereby gives notice of the intended cancellation of trading of its Ordinary Shares on the AIM market of the London Stock Exchange plc ("AIM"). The Company previously announced its intention to move from AIM to the Main Market on 10 May 2007.

It is expected that the cancellation of trading in the Ordinary Shares on AIM will take place at the same time as the Ordinary Shares and Warrants are admitted to the Official List and begin trading on the Main Market, which is expected to occur in either late October or early November 2007, subject to the receipt of the necessary approvals from the UK Listing Authority and the London Stock Exchange plc.

Investors should consult their own tax advisers as to the tax implications of the move to the Official List and the Main Market.

Aricom has grown significantly since its admission to AIM in December 2003 and the directors of the Company now consider the Official List to be the most appropriate platform for the continued growth of the Group. The directors are confident about the positioning and strategy of the Group and believe that the Group is well placed to continue to achieve substantial growth during its next stage of development on the Official List. Specifically, the directors anticipate that trading on the Main Market may raise the Group’s profile and increase the liquidity in its Ordinary Shares and Warrants.

JPMorgan Cazenove Limited and Canaccord Adams Limited have been appointed as joint sponsors in relation to the move to the Main Market and will be acting as joint broker and joint financial adviser to the Company.

Jay Hambro, Chief Executive Officer, said: -

“Aricom is taking this step from AIM to the Main Market at the same time as we near the first operational milestone for the Company – production from the Kuranakh deposit. I believe that being traded on the Main Market will hold significant benefits for the Company and its shareholders.”

The portfolio

Aricom now has interests in five key projects. All of the projects have been selected for their potential role in creating an Anglo Russian champion in industrial commodities. With production from Kuranakh expected in Q4 2007, Aricom will gain critical operating experience before moving on to the challenges of bringing into production the K&S and Garinskoye projects. The asset portfolio in 2006 moved from a 100 per cent focus on titanium to a dominance in iron ore with exposure to downstream commodity processing. Both K&S and Garinskoye are undoubtedly some of the most exciting unexploited iron ore assets in the world.


Our most valuable asset is our team of people

As the portfolio of projects has grown so has the need for experienced people both for developing and operating the assets. Aricom made a number of key hires during 2006 at all levels. The Kuranakh site handover will commence in Q4 2007 and finding the relevant people for operating the mine, plant and infrastructure has been an important challenge for Aricom management. The team is constantly expanding and will continue to do so, enabling the transfer of key individuals to other Aricom projects at an appropriate time.


Kuranakh Feasibility Study

The Feasibility Study was completed by Peter Hambro Mining Engineering (PHME), a wholly owned subsidiary of Peter Hambro Mining, in September 2006 and audited by SRK Consulting (UK) Ltd, a UK based mining consultancy company, in early 2007. The study confirmed the technical and economic viability of a conventional shovel and truck openpit operation producing 2.4 million tonnes per annum of iron ore with a mineable grade of 32.9 per cent Fe. The ore will be pre concentrated at Kuranakh using dry crushing, screening and magnetic separation before being trucked to the process plant at Olekma. Here it will be further crushed and the titanium and iron ore separated using wet magnetic separation. The titanium in the form of ilmenite will be refined before both products are loaded onto railway wagons for transport to China.

Sales of both titanomagnetite and ilmenite for the first seven years of mine life have been secured by an offtake agreement with a Chinese counterparty.

The Feasibility Study demonstrated the positive economics of the project. Using a conservative pricing scenario (market prices at November 2005) it was estimated at the time of the study that the project would:


generate strong operational cash flow of US$29 million per annum;
incur capital expenditure of US$68.3 million to project completion; and
yield an Internal Rate of Return of 30.6 per cent.


Procurement

The major items of mining and processing equipment were ordered during the fourth quarter of 2006 for delivery in 2007.

Both construction and procurement are on schedule for the commencement of the production in December 2007.

Wie ist eigentlich derzeit die steuerliche Situation für Aricom in Rußland ? Hat da einer der Schreiber und natürlich auch der bisherigen "Nur-Leser" dieses Threads eine Ahnung ?

Riesige Gewinne wirds zwar in 2008 noch nicht geben, aber interessieren würde es mich schon, was sich Putin davon nimmt.

Ansonsten gab es übrigens am Freitag in London ein sehr hohes Volumen. ich würde sagen, momentan haben wir Nachkauf-Kurse, vielleicht gehts aber auch nochmal knapp unter die 0,70 Euro.

Antwort auf Beitrag Nr.: 31.787.296 von startvestor am 29.09.07 20:47:51In Rußland wird es weiterhin so sein:

MIT MOSKAUS GNADEN!

Steuern werden erhoben oder eingefordert wie es der Präsident möchte.

2 October 2007

Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces that it has today been notified that, as at close of business on 28 September 2007, Lansdowne Partners Limited now holds 106,470,746 Ordinary Shares in Aricom plc. This holding represents 10.04 per cent of the current total issued share capital of Aricom plc, being 1,060,319,960 Ordinary shares.

ich habe einen schönen Artikel gefunden:

www.resourceinvestor.com

,,strike while iron is hot`` by jackie steinitz - gleich auf der Startseite!

Meinungen?

Hier braucht wohl jemand frisches Geld:

PETER HAMBRO MINING PLC

3 October 2007

Director's Dealing

Peter Hambro Mining plc ("PHM" or the "Company") announces that it has been
informed today that Pavel Maslovskiy, Deputy Chairman, and his associates ("PM")
have sold 2,238,100 shares of £0.01 each in the Company at a price of £12.12 per
share, being the closing price of PHM's shares on 2 October 2007. Following
this transaction, Pavel Maslovskiy and his associates will hold 14,960,787 shares,
representing 18.43% of the issued share capital of the Company.

Pavel Maslovskiy, Deputy Chairman, said:

"This sale of shares is a continuation of balancing my investment portfolio,
and my remaining 18.43% interest in PHM demonstrates my full commitment to the
Company."

“Aricom” Creates Metallurgical Complex near Composite ore Deposits in the Amur and Jewish Autonomous Areas

The company will also build a bridge across the Amur River at its own expense

VLADIVOSTOK, September 25, vladivostoktimes.com "Aricom" company creates metallurgical complex, which, as it's planned, will be formed near Garinskiy, Kuranakhskiy and Big Seyim composite ore deposits in the Amur Area, and Kimkanskiy and Sutarskiy ore deposits in Jewish Autonomous Area.

As RIA "News" reports, it was declared by the General Manager of "Aricom" company Yuriy MAKAROV.

According to his words, the company's strategy is to form high-technological industry, transport and social infrastructure around the southern area of the Far Eastern Region rich in natural resources.

In the opinion of the General Manager of CJSC "Sovetskaya Gavan sea trade port" Dmitriy MASLOVSKIY, at the same time it became necessary to modernize Baical-Amur Mainline, create new points of railway and sea communications, and modernize the Far Eastern ports.

He said that it is necessary to increase port net and reequip the Far Eastern ports, which work at the limits of their capacity to realize national tasks for development of this Russian Region and expansion of relations with Asia-Pacific Region countries.

According to Dmitriy MASLOVSKIY, the obstacle to solving these tasks is low carrying capacity of Baikal-Amur Mainline in the area near Pacific ports Vanino and Sovetskaya Gavan. "It keeps back development of relations with our partners," noted the General Manager of CJSC "Sovetskaya Gavan sea trade port", which is a part of "Aricom" company structure.

In this connection, MASLOVSKIY emphasized importance of such projects as building of new terminal for reloading of iron ore product in the Sovetskaya Gavan port, which is planned to start next year.

"One more transport junction of the project, except a port in Sovetskaya Gavan, will be a new bridge across the Amur River, which is planned to be built at the company's expense. The bridge must become a part of Euro-Asian transport corridor and will allow connecting the Trans-Siberian Railway with railroads of People's Republic of China, and further - with other countries of the Asia-Pacific Region," the General Manager of "Aricom" company Yuriy MAKAROV added.

http://vladivostoktimes.com/show.php?id=14934&p=2

Broker flags miners as China fund targets

Anglo-Australian mining giants BHP Billiton and Rio Tinto could be the next target for China’s $200 billion investment fund. The China Investment Corporation is on the prowl for more Western company investments after buying a 10 per cent stake in US private equity giant, Blackstone.

A similar-sized stake in the two miners would give China some control over its much-needed supply of iron ore, copper and aluminium. Credit Suisse told clients: “It is certain that Rio and BHP, as well as CVRD in Brazil, would catch the attention of CIC.”

Yesterday, Australia’s opposition leader, Kevin Rudd, said a Labour government would welcome Chinese investment and even takeovers. “The Chinese are on a global investment push,” he said. “It is virtually impossible to kick through one capital and not run into a Chinese investment team.”

http://business.timesonline.co.uk/tol/business/markets/artic…

Antwort auf Beitrag Nr.: 31.880.050 von Ramses2I am 07.10.07 10:20:22Vielleicht steht ja auch Aricom bereits auf dem Einkaufszettel.

11 October 2007




Aricom plc

(“Aricom” or “the Company” or “the Group”)


Long Term Incentive Plan


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, announces the initiation of its long term incentive plan. As was announced within the interim results, the Company has agreed to the formation of a long term incentive plan (“LTIP”) to operate in conjunction with an employee benefit trust (“EBT”) to provide an effective and flexible means of holding assets for the benefit of employees and their families and providing valuable long-term benefits. Contributions to the EBT will be at the discretion of the Remuneration Committee, which will also recommend allocations under the LTIP. The Trust will be administered and operated by a third party trustee.



The Remuneration Committee (“RemCo”) met on 8 October 2007 and proposed that the scheme be established following approval from the Board which was granted yesterday. The potential beneficiaries of the LTIP include a number of the executive Directors and these are disclosed below with the allocations to be recommended by the RemCo to the Trustees of the EBT. The LTIP is also potentially rewarding eight other senior project managers within the Group with exposure to the performance of the Company’s shares.


It is proposed that the LTIP should have a qualification period of 3 years and a number of embedded objectives that need to be fulfilled for the LTIP to vest. These objectives would relate to:

(1) Production and Profitability targets at the Kuranakh project;

(2) Maintenance of Health and Safety standards;

(3) Development targets at the Group’s other key projects; and

(4) Further successful expansions to the portfolio of assets.

.

The RemCo has provided a weighting system for these objectives to enforce the importance and timing of each. The RemCo will advise the trustees of the EBT on the completion of the LTIP and have the ability to make recommendations to alter the objectives should they become inappropriate.



Aricom will provide a loan to the EBT such that the EBT can subscribe for the new ordinary shares from Aricom – in this case at a premium of 17% to the opening price on the day of the RemCo meeting. These shares will be held by the EBT on behalf of the potential participants for the vesting period. Should the RemCo advise the Trustees that the LTIP objectives have been successfully achieved, the shares will be sold, the loan repaid and the gains on the shares passed to the participants.



LTIP / EBT Terms

To maintain a standard of best practice, Aricom has decided to operate the LTIP and EBT within the guidelines as set down by the Association of British Insurers. As such the following rules have been set:

- The maximum number of ordinary shares that may be allocated under the LTIP shall not exceed at any time 5% of the Company’s issued share capital;

- The number of ordinary shares which may be held in the EBT shall also not at any time exceed 5% of the Company’s issued share capital;

- The maximum number of ordinary shares that may be provided to an employee in respect of any potential beneficiaries under the LTIP in any financial year shall be limited to 200% of annual salary, calculated by reference to the market value of the ordinary shares at the date of allocation. The above potential participants will not be receiving any shares;

- No further options over ordinary shares will be granted under the Company’s existing share option scheme; and

- Awards of ordinary shares will be subject to agreed performance conditions as recommended by the RemCo. However, completion of the performance conditions can be waived by the trustees at their sole discretion, but having regard to any recommendations by the Remuneration Committee, in circumstances where such conditions have become either inappropriate or overly onerous by external circumstances.



Following the issue of 16 million Ordinary Shares to the EBT, which is expected to take place shortly, the total issued share capital of Aricom Plc will be 1,076,319,960 Ordinary shares.



Pavel Maslovskiy, Chairman, said: -

“I believe that it is important for all key management within the organisation to have their financial interests aligned with our investors. I believe that this LTIP provides an effective system of rewarding key managers for success alongside the reflection of that success within the share price whilst also operating within the guidelines as set down by the ABI.”

12 October 2007

Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 10 October 2007, Capital Group International, Inc now holds 52,406,439 Ordinary Shares and 8,640,484 warrants in the Company on behalf of its affiliates as follows, giving a total of 61,046,923 Total Voting Rights:

The holding of 52,406,439 Ordinary Shares represents 4.94 per cent of the current total issued share capital of the Company, being 1,060,319,960 Ordinary shares.

17 October 2007

Total Voting Rights and Share Capital

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that 16,000,000 Ordinary Shares were admitted to trading on AIM this morning. The shares have been issued pursuant to the formation of a long term incentive plan to operate in conjunction with an employee benefit trust, as announced on 11 October 2007.

In conformity with the Transparency Directive's transitional provision 6, Aricom plc is required to notify the market of the following:

As a result of the issue of 16,000,000 shares, the Company’s issued share capital consists of 1,076,319,960 Ordinary shares with a nominal value of £0.001 pence each, each share conveying the right to one vote. Aricom Plc does not hold any ordinary shares in Treasury.

Therefore, the total number of voting rights in Aricom Plc is 1,076,319,960.

The above figure of 1,076,319,960 shares may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, Aricom Plc under the Financial Service Authority's Disclosure and Transparency Rules.

19.10.2007 - 12:34 Uhr
Chinalco plant Titanprojekt mit Aricom Plc

PEKING (Dow Jones)--Chinalco, Muttergesellschaft der Aluminum Corp of China Ltd (Chalco), plant zusammen mit dem anglo-russischen Rohstoffunternehmen Aricom Plc ein Titanprojekt mit einem Investitionsvolumen von 5 Mrd bis 6 Mrd CNY. Wie Unternehmenspräsident Xiao Yaqing sagte, soll in der ersten Stufe mit einem Investment von 3 Mrd CNY 65% der Mittel von Aricom und 35% von Chinalco kommen. Das Projekt werde in der nordöstlichen Provinz Heilongjiang verwirklicht, sagte Xiao am Rande des 17. Kongresses der Kommunistischen Partei. Chinalco werde für das Management zuständig sein, und die Produktion der Anlage solle in China verkauft werden. DJN/DJG/bdz/19.10.2007 -0-

Antwort auf Beitrag Nr.: 32.092.372 von startvestor am 20.10.07 10:57:12Und da haben wir die eins vor dem Kommer wieder.
Also ich bin froh bei einem Stand von €uro 0,70 meine
Position in Aricom aufgestockt zu haben.

Bei Aricom kann man von Anfang an dabei sein bei einem richtig großen Ding.

Ist zwar schon aus dem Mai die Präsentation aber auf alle Fälle sehr lesenswert, weshalb ich diese auch per Link hier reinstelle:


http://www.aricom.plc.uk/aricom/uploads/presentations/ProjAs…

22 October 2007

Shareholding in company

Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that it has been notified that, as at close of business on 18 October 2007, Lehman Brothers International (Europe) now holds below 3 per cent of the current total issued share capital of Aricom plc.

24 October 2007

Announcement of publication of prospectus for the Company’s move from AIM to the Official List and the Main Market



Aricom today announces the publication of the approved prospectus in relation to the Company’s proposed move from AIM to the Main Market and primary listing of its ordinary shares ("Ordinary Shares") and outstanding warrants ("Warrants") on the Official List of the UK Listing Authority (the "Official List") and admission to trading on the London Stock Exchange plc's Main Market for listed securities (the "Main Market"). Admission of its Ordinary Shares and Warrants to the Official List and commencement of trading on the Main Market is expected to occur on Monday, 29 October, 2007 at 8:00am. The Company’s Ordinary Shares will trade under the ticker “ORE” and the Company’s Warrants will trade under the ticker “OREW”. The Company wishes to notify shareholders that trading of its Ordinary Shares on AIM under ticker “TIO” will be cancelled simultaneously with its admission to the Main Market.

JPMorgan Cazenove Limited and Canaccord Adams Limited have been appointed as joint sponsors and joint financial advisers in relation to the admission to the Official List and move to the Main Market and will be acting as joint brokers to the Company.

25 October 2007


Aricom plc

(“Aricom” or the “Company” and together with its subsidiaries the “Group”)

Wardell Armstrong review of Aricom’s assets


Aricom plc (AIM: TIO), the Anglo-Russian developer of mineral resources, today announces that Wardell Armstrong International (“WAI”) has now completed its Mineral Expert’s Report (“MER”) on Aricom. The MER forms part of the prospectus for Aricom’s admission to the Official List and move to the Main Market which has now been approved by the UK Listing Authority. The full prospectus can be downloaded from Aricom’s website and the below is a short list of selected highlights:

- Reserve and Resource estimates to JORC standards totalling 918m tonnes of ore

Aricom Group Resource Summary (in accordance with JORC Code 2004)



- K&S

o “The two deposits host a large reserve and resource base that will be operational in 2010 and demonstrate highly positive economics.

o …given the considerable amount of work completed at Kuranakh over the last 2 year period, WAI believes that Aricom should achieve the licence requirements at Kimkan and Sutara.”

- Kuranakh

o “Kuranakh is a medium sized titanomagnetite deposit which is at an advanced stage of development with open pit mining due to commence imminently. From the site visit, it is clear that Aricom has demonstrated the ability to bring a Greenfield asset into operation. The project benefits from its resources base and good access to infrastructure.”

o “The operation should begin to generate positive cash flows in the second quarter of 2008 when the first concentrate shipments are sold under the off-take agreement with China National Gold. Once full production is reached, a net operating profit for the Kuranakh project (minus capex, taxation, etc.) of around US$6.0m per quarter, or US$10.0/t ore mined, can be expected.”

- Garinskoye

o “Garinskoye represents a large magnetite ore deposit, which has considerable exploration potential. The project is at an early stage of development, but greatly benefits from extensive exploration work which has already been undertaken in the Soviet era. WAI consider that the exploration programme adopted by Aricom is appropriate in order to both substantiate previous exploration drilling and improve confidence in resource categorisation.”

o “During 2009, it is planned to begin mining the high grade near surface ore at Garinskoye. This will generate approximately US$33m profit during the year and contribute towards the full scale production development of the mine.”

- Bolshoi Seym

o “Previous metallurgical test work has shown that, as with Kuranakh, it is possible to produce a 62.5 per cent. Fe concentrate and an ilmenite concentrate with up to 49.9 per cent.TiO2.

o WAI considers that this project is in the early stage of exploration. It is a large titanomagnetite iron ore deposit, which has considerable merit and therefore potential, and as such justifies the exploration works which have been proposed, both to confirm the potential resources of the deposit and improve confidence levels in those resources that are present.”



The contents of this announcement have been approved for release by Owen Mihalop of Wardell Armstrong International. Owen Mihalop has consented to the inclusion of the material in the form and context in which it appears.



Jay Hambro, Chief Executive of Aricom plc, commented:



“Wardell Armstrong has now carried out an independent review of the full group of Aricom’s projects and summarises it as a ‘sound portfolio of mineral deposits’ that could ‘based upon performance to date and the current status of each of the projects, be developed into operating mines generating good returns for the investors’.



The report further demonstrates the value inherent to the Aricom asset portfolio and I believe it shows a quality portfolio of projects, with near term cashflow, feasibility stage, development, and exploration stage projects ensuring continued growth through the next 4 to 5 years.



Aricom is pleased to have reached this position where our scope for growth through our well balanced portfolio has been independently audited, and we look forward to benefiting from the great competitive advantage we have with regards to our location on China's doorstep. With the combination of this suite of assets and over half a billion dollars in cash, I believe we are well placed for the future.”

Antwort auf Beitrag Nr.: 32.162.756 von Ramses2I am 26.10.07 14:48:46Hier mal der Link zum 384-Seiten Gesamt-Bericht von Wardell Armstrong:

http://www.aricom.plc.uk/aricom/uploads/press/ProjectTiomanF…

Momentan scheinen wir uns in Richtung Allzeithoch zu bewegen.

Antwort auf Beitrag Nr.: 32.165.656 von startvestor am 26.10.07 17:23:45Aricom bei Schwäche nachkaufen

23.10.2007
Emerging Markets Investor

Endingen (aktiencheck.de AG) - Die Experten von "Emerging Markets Investor" raten die Aricom-Aktie (ISIN GB0033990283 / WKN A0BK32) bei Schwäche nachzukaufen.

Die Aktie strebe neuen Rekordkursen entgegen. Mitte August sei der Kurs dieser Aktie bis auf 38 GBp gedrückt worden. Zuletzt habe er in London wieder die Marke von 70 GBp erreicht. Die Analysten von Canaccord Adams hätten erst kürzlich wieder ihr Kursziel von 125 GBp bestätigt und darauf verwiesen, wie konservativ dieses Kursziel sei. So würden nämlich bei Stahlpreisen 300 USD je Tonne unterstellt, während diese längst über 400 USD je Tonne liegen würden. Auch die Tatsache, dass man nur noch wenige Monate vor der Produktionsaufnahme entfernt sei und damit nicht mehr als Explorer sondern als Produzent bewertet werde, sollte für eine Beschleunigung des Kursanstiegs sorgen.

Noch in diesem Jahr werde man nicht nur von AIM an das Hauptsegment der Londoner Börse wechseln, sondern gleich Mitglied im renommierten FTSE-250-Index werden. Damit werde in den nächsten Monaten noch einiges an institutionellem Kapital in diese Aktie fließen. Aricom habe über eine halbe Mrd. USD bar in der Kasse. In vier Jahren sollten bereits 600 Mio. USD netto verdient werden. Bis dahin würde das KGV auf 2,5 sinken.

Jede Schwächephase bei der Aricom-Aktie stellt für die Experten von "Emerging Markets Investor" eine Nachkaufgelegenheit dar. (Ausgabe 20 vom 22.10.07)
(23.10.2007/ac/a/a)

Antwort auf Beitrag Nr.: 32.165.718 von startvestor am 26.10.07 17:27:24Von Aricom gebe ich derzeit nicht eine Aktie her.
Hier wird belohnt wer lange dabei bleibt. So ab 2010
kann man hier langsam ans verkaufen denken...davor nur ans kaufen.