Globex Mining- Startschuss ??? (Seite 1434)

[muenchenguru]

Diese Infos sind übrigens einer Präsentation v. Feb. entnommen:

Magusi Project Exploration 2012
• 6000 meter diamond drill program scheduled to start Jan 2012
• Drill holes planned to extend ore zones at depth and along strike
• Focus to Expand Inferred resource and Explore along 2.2 km of known mining
corridor
• Objective to increase the current inferred resource to 1 M tonnes inferred
• Explore and Drill known IP targets in the area
• Perform Downhole IP survey to explore zones along strike

[muenchenguru]

Hier noch was zur akt.Infrastruktur v. Magus; hört sich gut an, die Crux ist einfach, dass die Res. einfach sehr klein ist.
Die Grade sind eigtl. ein Traum.

Magusi infrastructure
• Portal at Magusi collared and 500 linear meters of Ramp development.
• Hydro lines in place and charged.
• Settling ponds are built and C of A granted.
• Roads in and around site are in good condition.
• Core shack and lay down for racks are ready for new drill program.
• Skilled Local workforce available from Rouyn- Noranda
• Security booth and gate are in place.

[muenchenguru]

Hab mir nochmal MAG Copper angeschaut.
Das ist der Hintergrund des Vorstands:

Greg Gibson Chairman President of Trelawney Mining and
Exploration. 30 years international mine
management and development experience.
Mani Verma CEO, Director Founder of Micon, Minerals Industry
Consultants. 40 years mine construction,
mine development and consulting expertise.
Tyler Culhane President, COO 20 years mine development and operations
experience.
James Fairbairn CFO 25 years financial expertise, mining/ oil +
gas.
Harry Burgess Director Founder of Micon, Minerals Industry
Consultants. 40 years mine engineering and
mine design experience.
John Cullen
Chris Irwin
Director
Director
Founder + director of numerous mining and
oil/gas companies. 27 years finance/
corporate structuring experience.
Over 19 years of experience advising public
mineral exploration companies. He has been

[muenchenguru]

Trelawney wird von IAM Gold übernommen. Kein Wunder, IAM Gold sass auf einen Haufen Cash u. die Bewertungen in der gesamten Branche sind sehr bescheiden.
Vielleicht betrifft das auch Mag Copper, immerhin kommt ein Gebiet v. Trlawney u. vielleicht pumpt Iam Gold Geld rein, wahrscheinlicher ist aber dass sie ihren Anteil abstoßen, zu klein für die....

IAMGOLD Expands Gold Production Pipeline in Canada With Acquisition of Trelawney

TORONTO, ONTARIO--(Marketwire - April 27, 2012) -

All amounts are expressed in Canadian dollars, unless otherwise indicated.

IAMGOLD Corporation (TSX:IMG)(NYSE:IAG) ("IAMGOLD" or "the Company") and Trelawney Mining and Exploration Inc. (TSX VENTURE:TRR)(FRANKFURT:RTW) ("Trelawney") today announced that they have entered into a definitive agreement (the "Agreement") whereby IAMGOLD will acquire, through a plan of arrangement, all of the issued and outstanding common shares of Trelawney. Trelawney is a Canadian junior mining and exploration company, focused on the development of the Côté Lake Deposit located adjacent to the Swayze Greenstone Belt in northern Ontario.

Under the terms of the Agreement, each Trelawney shareholder will receive $3.30 in cash for each Trelawney share held. The transaction price represents a 36.6% premium based on Trelawney's 20-day volume weighted average price ("VWAP") for the period ending April 26, 2012.

"The acquisition of Trelawney creates a larger and more geographically balanced portfolio of long-life gold assets for IAMGOLD. This transaction provides an accretive return on invested capital as we are effectively redeploying the cash proceeds from the sale of non-core assets last year into a Canadian gold project that significantly strengthens our future gold production profile. This is consistent with our strategy to invest in development projects that we own and operate so we can derive maximum benefit from leveraging our operational and development expertise. Trelawney is an excellent strategic fit with our existing Canadian portfolio and we look forward to advancing this promising property," stated Stephen Letwin, President and Chief Executive Officer of IAMGOLD.

Trelawney's President and Chief Executive Officer Greg Gibson said, "Over the past three years, the Trelawney team has done a tremendous job in advancing the Côté Lake Project to its current status. I want to take this opportunity to thank all Trelawney employees for their contributions to the discovery and advancement of Côté Lake into a world class gold deposit. I am very proud of our success and the exceptional value that it has created for our shareholders. This acquisition will reward our shareholders with a significant premium that reflects this success."

Transaction Highlights

Offers Trelawney shareholders an immediate and attractive premium
Large NI 43-101 resource open along strike and at depth
Indicated resource of 0.93 million ounces of contained gold1
Inferred resource of 5.94 million ounces of contained gold1
Increases IAMGOLD's inferred resources by 95% and measured and indicated resources by 5%
Attractive location in northern Ontario's highly prospective gold producing region
Expands geographic footprint in one of the world's friendliest mining jurisdictions
Provides a more geographically balanced portfolio, where Canada will account for 35% of the resource base compared to 18% pre-acquisition2
Significant exploration/expansion potential near current resource
Large 516km2 land package
Step-out drilling continues to expand mineralization
Financial strength
IAMGOLD and Trelawney have strong balance sheets with minimal debt
Timing of the potential development allows project to be funded from internal cash flow and available credit facilities
Aligned with strategy to continue growing dividend payout
All cash transaction provides significant gold resource leverage with no dilution to IAMGOLD shareholders

Trelawney's main asset is the advanced exploration Côté Lake Project, located in Ontario, Canada. On February 24, 2012, Trelawney announced an updated mineral resource estimate for Côté Lake, comprising 35 million tonnes at 0.82 g/t gold for 0.93 million ounces of indicated resources and 204 million tonnes at 0.91 g/t gold for 5.94 million ounces of inferred resources. Mineralization at Côté Lake has been intersected over a strike length of 1,200 metres, a horizontal width of 100 - 300 metres and a depth extent of more than 500 metres1.

Gordon Stothart, Executive Vice President and Chief Operating Officer of IAMGOLD stated, "This project has the potential to become a large bulk tonnage operation, with significant economies of scale at competitive cash costs. I'm excited to have this asset as part of our portfolio. We believe the project has the potential and scale to significantly contribute to our future production and growth profile."

Terms of the Transaction

For each common share of Trelawney, IAMGOLD will pay $3.30 in cash.
The fully diluted in the money value of the transaction is approximately $608 million with an enterprise value of $505 million net of cash.
Represents a 36.6% premium based on Trelawney's 20-day VWAP for the period ending April 26, 2012.
Completion of the transaction is subject to customary conditions, including court approvals, a favourable vote of at least 66 2/3% of the holders of Trelawney common shares voted at a special meeting of shareholders, and the receipt of all necessary regulatory approvals.
The definitive agreement includes a non-solicitation clause, right to match covenants and provides for the payment of a $21 million break fee to IAMGOLD under certain circumstances.
The transaction will be carried out via a plan of arrangement. Assuming Trelawney shareholders approve the transaction at the special meeting and final court approvals are obtained, the transaction is expected to close by the end of June.
Shares held by IAMGOLD and shareholders who have agreed to voting arrangements, including management and the Board of Directors, represent approximately 13.3% of the current shares outstanding.

Board Recommendations

The transaction has been approved by the Board of Directors of IAMGOLD and the Board of Directors of Trelawney following the unanimous recommendation of a special committee comprising independent Trelawney directors. The Board of Directors of Trelawney recommends that holders of Trelawney shares vote in favour of the transaction. RBC Capital Markets has provided an opinion to the Trelawney Board of Directors that the consideration to be received by Trelawney shareholders under the transaction is fair, from a financial point of view, to the Trelawney shareholders.

[muenchenguru]

Geduld werden wir brauchen , aber es geht schon langsam voran.
Heute sind gute Bohrergebnisse v. versch. UN erschienen u. zus. mit den freundl. Rohstoffpreisen ist heute mal wieder eine optimistische Schneiße in den Markt geschlagen worden.

Xmet Cuts 12.41 g/t Over 4.5 Metres at Duquesne-Ottoman; Continues to Expand Mineralization on Fox Zone

TORONTO, ONTARIO--(Marketwire - April 26, 2012) - Xmet Inc. ("Xmet" or the "Company") (TSX VENTURE:XME)(OTCQX:XMTTF) is pleased to announce partial results from its winter drilling program on the Duquesne-Ottoman (DO) property located in the Abitibi region of Quebec. The DO property hosts 853,000 NI 43-101 compliant inferred gold ounces (uncut), is adjacent to three previous gold producers and shares common boundaries with properties that collectively host 4.0 million ounces in the inferred category in addition to 355,000 compliant indicated gold ounces along a 12 kilometre strike interval of the Porcupine-Destor fault, along which over 80 million ounces of gold have been produced.

Xmet's latest drill results from the Duquesne-Ottoman Property are summarized in Table 1. A wedge from a hole drilled in 2004 intersected 12.41 g/t over 4.50m (6.88 g/t Au with grades cut to 30.0 g/t Au) on the eastern extension of the Fox Zone and remains open to the east.

"This hole is very important as it extends the Fox Zone to the east above the -400 metre elevation and opens up the area to the east for additional drill testing", commented Charles Beaudry, President and COO of Xmet.

[muenchenguru]

also in 3-4 Monaten werden wir mehr über die Metallurgie v. Fayolle wissen.
Hier geht es beständig voran.
Wir werden noch einiges an Geduld aufbringen müssen, insgesamt, aber ich gehe fest davon aus, dass es sich lohnen wird.

The Typhoon-Aurizon Tandem Proceeds With a Metallurgical Study at Fayolle

LAVAL, QUEBEC--(Marketwire - April 24, 2012) - Typhoon Exploration Inc. (TSX VENTURE:TYP) is pleased to announce that following the recommendation of the technical committee, comprised of Typhoon-Aurizon Tandem members, Typhoon has granted SGS Canada Inc. a contract in order to proceed with a metallurgical study of the gold resources of the Fayolle Deposit.

Considering the results obtained to date on the Fayolle Project, Typhoon and Aurizon agree on the fact that this study will provide new information with regard to the gold recovery and will allow us to confirm if the mineralization is amenable to recovery by conventional processing methods.

The methods used to evaluate the gold recovery rate include:

Composite assaying
Grindability evaluation
Recovery by gravity
Recovery by leaching
Recovery by flotation

The work will be supervised by the technical committee of the Typhoon-Aurizon Tandem.

This stage of evaluation will be spread over a 12 to 16 week period and results from this study will be announced as soon as available.

The Typhoon-Aurizon Tandem is confident that the results obtained should propel the Fayolle Project towards another important phase of development.

ABOUT TYPHOON EXPLORATION INC.

The Company holds only 19,918,157 shares outstanding, carries no debt, maintains a strong financial position, is awaiting a new resource calculation on the Fayolle Deposit (under the partnership with Aurizon Mines Ltd.) and owns the following projects:

Fayolle Project,100%-owned by Typhoon Exploration Inc.
(See agreement with Aurizon Mines Ltd. in press release dated May 18, 2010)
Faille 1 Project, 100%-owned by Typhoon Exploration Inc.
Monexco Project, 100%-owned by Typhoon Exploration Inc.
Aiguebelle-Goldfields Project, 51%-owned by Typhoon and 49%-owned by Agnico-Eagle Mines Limited
Destorbelle Project, 50%-owned by Typhoon and 50%-owned by Diamond Frank Exploration Inc.

Visit our company website at http://www.typhoonexploration.com

[muenchenguru]

Hi Salta,

merci für Deine Beobachtung v. Nyrstar.

Zur Zeit sieht es ja zapfenduster aus für den kompl. Rohstoffbereich.
Ja wahnsinn, wie es nochmal runter geht, leider auch nicht mit hohen Umsätzen, so dass wir einen finalen sell-off wohl noch vor uns haben.

Bin am Überlegen ob ich für einen Sell-off noch eine Kreditlinie reservieren soll.

Es ist absolut crazy was veranstaltet wird u. ich kann mir nicht mehr vorstellen, dass dies noch mit rechten Dingen zugeht.

Das Kreditgeld, dessen Mechanismen uns ja erst in die Bredouille gebracht haben wertet auf u. alles andere wertet ab , wobei eigtl. klar ist, dass wenn die Rezension an Fahrt gewinnt u. z.B. auf D übergreift , dann alles kaskadenmäßig nach unten fährt , weil der letzte Kreditgeber , sorry, der vorletzte Kreditgeber, D dann gegen die Wand fährt.
Dann hilft nur noch : Schleusen auf.

Aber wahrscheinlich weil das Dilemma so klar ist u. es wenig Handlungsmöglichkeiten gibt, werden die Fluchttüren verriegelt.
Man muss liquide genug sein , um diesen Irrsinn zu verstehen.

Es gibt genügend Leute, bei denen die Macht des Faktischen (Gold runter, Kontoguthaben sicher) jeglichen Blick für die sehr offensichtlichen Hintergründe verstellt....

[saltamonte]

nyrstar veröffentlichte heute q1 zahlen...
mining (erz aus den mtz minen)
milling (zinc concentrate)
smelting (zinc IN concentrate, also der metallgehalt)

für globex interessant ist eigentlich nur letzteres bezogen auf mtz, wobei nyrstar in dem clarksville smelter frostprobleme meldete. möglicherweise der grund warum das von nyrstar angepeilte vollproduktionsszenario von 15.000-15.500t (reines) zink pro quartal nicht erreicht wurde. abgerechnet wurden nur 12.000t in q1.

ca. 2 von 3 monaten war der zinkpreis im grünen bereich... grob kalkuliert müsste die rechnung so aussehen
12.000t x 2000usd/t x 1% ... davon 2/3 = 160.000usd für gmx

ob das tatsächlich der realität entspricht wird uns erst der gmx q1-report zeigen.

[muenchenguru]

jetzt haben wir also doch nochmal eine Deflation, wie ich erwartet hätte, zwar nicht zu 100 % , aber überraschend ist es eben auch nicht.

Ich war heute bei der kleinen Rohstoffkonferenz in München im Hotel 4 Jahreszeiten, auch mal schön einen Hauch v. Luxus zu genießen.

Es stellten sich vor: Tembo Gold, Western Potash, Zimtu, Majestic Gold, Gran Columbia, Great Panther, eingebettet v. Rahmenvorträgen v. Chris Berry.

Das Publikum bestand aus ca. 70 Leuten, viele bekannte Gesichter darunter, z.B. Dietmar Siebholz oder Peter Boehringer.

Von den UN hat mich anfänglich Zimtu am meisten interessiert, aber über die habe ich nicht viel neues dazulernen können.
Vom Chance-Risiko-Verhältnis finde ich die äußerst spannend.

Von den Vorträgen her hat mich dann Western Potash am meisten beeindruckt, da waren verdammt viele gute Argumente auf ihrer Seite.
Die Resource ist riesig (jenseits der 1 Mrd. Tonnen), Infrastruktur ist als exzellent zu bezeichnen, Energieversorgung ist über günstiges Gas sichergestellt (wird zur Zeit immer günstiger), ein Top-Mann v. Resolution Mr. Lock wechselte zu Western Potash.
http://www.dgap.de/news/corporate/western-potash-corp-weltkl…

Zimtu ist bei Western Potash signifikant beteiligt u. will diese Beteiligung länger halten.
Die Capex ist sehr groß, aber die vielen guten ökonomischen u. strategischen Rahmenbedingungen scheinen das Projekt realisierbar zu machen.

Soviel mein Blick über den Tellerrand..... .

Grüße an alle Rohstoffinvestierten, vergesst nicht, das momentane Leiden wird nicht ewig gehen.....

[WilliamTell]

Antwort auf Beitrag Nr.: 43.069.176 von stiefelriemen am 21.04.12 09:47:08

Ups....da hatten wir fast gleichzeitig die gleiche Idee....

Bleibt die Frage des Bedarfes, beziehungsweise wird genügend produziert um den Bedarf abzudecken.

Gruss William