Moly Mines - Entstehung eines der weltweit größten Molybdänproduzenten (Seite 1793)
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Sunday, March 04, 2007
It's rare, difficult to trade and next to impossible to pronounce. But thanks to the surging interest in all things metals and mining, molybdenum is about to get its own investment fund.
Moly, as it's most often called, is set to join a growing list of commodities including gold, silver and more recently, uranium, with a new fund that will give investors direct exposure to the price of the metal.
Resource guru Eric Sprott is preparing an initial public offering for the Sprott Molybdenum Participation Corp., which will buy and sell actual molybdenum and invest in companies that explore for, mine and process the silvery white material used in furnaces, pipelines and aircraft engine parts.
The offering of shares, which will trade on the Toronto Stock Exchange, will attempt to raise roughly $75-million, according to sources, and comes as the mining world turns its attention to Toronto for the 75th annual Prospectors and Developers Association of Canada (PDAC) conference.
Few investors had given much thought to moly before the recent surge in commodities. But the metal, often found alongside copper and used to make high-grade stainless steel, has drawn interest as its value has increased.
“No one's ever paid much attention to it, [but] it has margins as good as nickel or better. These prices are going to be with us for a couple more years,” said a person familiar with the offering.
The moly fund is the latest attempt to cash in on soaring demand for fresh mining-related investments that will be front and centre at the PDAC show, which kicked off Sunday. More than 15,000 people from international mining and investment are expected to attend the four-day event. In just a year, the sector has undergone a massive transformation as Canada's Inco Ltd. and Falconbridge fell to mega-miners CVRD of Brazil and Swiss-based Xstrata PLC.
Like the soaring nickel prices that inspired the Inco/Falconbridge bidding wars, uranium emerged as a red-hot commodity last year, spawning the creation of hundreds of new junior explorers and a recent trend toward sector consolidation. Last month, sxr Uranium One and UrAsia Energy Ltd. agreed to merge in hopes of creating a new producer with a $5-billion (U.S.) market value. Neither company existed four years ago.
David Davidson, an analyst with Paradigm Capital, said that despite last week's drop in most metal prices and a corresponding stock selloff on concerns of slowing demand from China and the United States, most investors and industry players believe the mining boom is far from over. At PDAC, they'll be searching for a fresh way to play it.
“People are going to be looking for new ideas. The coppers and the nickels have had a pretty good run so things like uranium and specialty metals like molybdenum or tungsten — those are all going to be well-attended,” Mr. Davidson said.
Many expect the new moly fund to impact the price of the commodity by purchasing stockpiles of the metal that is already in short supply, with roughly 400 million pounds produced a year.
“This will have an actual effect on the moly market,” said another mining industry source who warned that trading in the metal is “massively illiquid.”
Unlike, for example, copper or nickel, there is no forward trading in moly and it does not change hands on metals exchanges. Its price is based largely on supply and demand and set by traders and dealers who deal directly with customers. Moly has performed well recently, remaining at above average levels for the past few years. Due to tightening supplies, spot prices soared to above $40 (U.S.) a pound in mid-2005 and have since settled back to between $25 and $27 a pound, well higher than the 1994 to 2004 average of $4.50 a pound.
“The key here is, it's an extremely volatile commodity. So you make hay while the sun shines and you never know how long that will be,” said one investor, who predicted the new moly fund could give a lift to prices and to moly miners.
The creation of commodity-specific exchange traded funds have made an impact on metal prices before. Anticipation of a silver exchange traded fund created by Barclays PLC's Barclays Global Investors unit helped silver prices rise 13 per cent last March. The ETF fund now holds approximately 111 million ounces of silver or more than 10 per cent of the 815 million silver ounces produced annually, BMO Nesbitt Burns Inc. analyst Geoff Stanley said in an interview.
In late 2005, Sprott Securities Inc. led the deal to create Uranium Participation Corp., a fund managed by Denison Mines Corp., which buys physical uranium, giving investors exposure to the price of the radioactive commodity. Uranium prices doubled last year and recently hit $85 a pound, partly because of buying by financial players, who now account for roughly a quarter of spot uranium purchases. Uranium Participation Corp. now has a market value of $678-million (Canadian) and its shares have gained 92 per cent over the last year.
Mr. Sprott, who divested his ownership of Sprott Securities in 2001, now heads resource-focused money manager Sprott Asset Management Inc., which will manage the molybdenum fund in exchange for a 2-per-cent annual fee.
Toronto-headquartered Blue Pearl Mining Ltd. will serve as a consultant to the fund, and will market, buy and sell the physical moly holdings. Blue Pearl became the world's largest publicly traded pure-play moly miner last year with the acquisition of the Thompson Creek mine in Idaho. It also owns a moly processing plant in Pennsylvania, a 75-per-cent interest in the Endako mine in B.C. and the Davidson development project.
Blue Pearl shares have surged 160 per cent over the past year, as investors piled into the company after it pulled off the $575-million (U.S.) acquisition of the privately held Thompson Creek Metals Co., giving it roughly 5 per cent of the world's annual moly production. GMP Securities LLP is the lead underwriter on the moly offering. Heenan Blaikie LLP is providing legal advice.
© The Globe and Mail
It's rare, difficult to trade and next to impossible to pronounce. But thanks to the surging interest in all things metals and mining, molybdenum is about to get its own investment fund.
Moly, as it's most often called, is set to join a growing list of commodities including gold, silver and more recently, uranium, with a new fund that will give investors direct exposure to the price of the metal.
Resource guru Eric Sprott is preparing an initial public offering for the Sprott Molybdenum Participation Corp., which will buy and sell actual molybdenum and invest in companies that explore for, mine and process the silvery white material used in furnaces, pipelines and aircraft engine parts.
The offering of shares, which will trade on the Toronto Stock Exchange, will attempt to raise roughly $75-million, according to sources, and comes as the mining world turns its attention to Toronto for the 75th annual Prospectors and Developers Association of Canada (PDAC) conference.
Few investors had given much thought to moly before the recent surge in commodities. But the metal, often found alongside copper and used to make high-grade stainless steel, has drawn interest as its value has increased.
“No one's ever paid much attention to it, [but] it has margins as good as nickel or better. These prices are going to be with us for a couple more years,” said a person familiar with the offering.
The moly fund is the latest attempt to cash in on soaring demand for fresh mining-related investments that will be front and centre at the PDAC show, which kicked off Sunday. More than 15,000 people from international mining and investment are expected to attend the four-day event. In just a year, the sector has undergone a massive transformation as Canada's Inco Ltd. and Falconbridge fell to mega-miners CVRD of Brazil and Swiss-based Xstrata PLC.
Like the soaring nickel prices that inspired the Inco/Falconbridge bidding wars, uranium emerged as a red-hot commodity last year, spawning the creation of hundreds of new junior explorers and a recent trend toward sector consolidation. Last month, sxr Uranium One and UrAsia Energy Ltd. agreed to merge in hopes of creating a new producer with a $5-billion (U.S.) market value. Neither company existed four years ago.
David Davidson, an analyst with Paradigm Capital, said that despite last week's drop in most metal prices and a corresponding stock selloff on concerns of slowing demand from China and the United States, most investors and industry players believe the mining boom is far from over. At PDAC, they'll be searching for a fresh way to play it.
“People are going to be looking for new ideas. The coppers and the nickels have had a pretty good run so things like uranium and specialty metals like molybdenum or tungsten — those are all going to be well-attended,” Mr. Davidson said.
Many expect the new moly fund to impact the price of the commodity by purchasing stockpiles of the metal that is already in short supply, with roughly 400 million pounds produced a year.
“This will have an actual effect on the moly market,” said another mining industry source who warned that trading in the metal is “massively illiquid.”
Unlike, for example, copper or nickel, there is no forward trading in moly and it does not change hands on metals exchanges. Its price is based largely on supply and demand and set by traders and dealers who deal directly with customers. Moly has performed well recently, remaining at above average levels for the past few years. Due to tightening supplies, spot prices soared to above $40 (U.S.) a pound in mid-2005 and have since settled back to between $25 and $27 a pound, well higher than the 1994 to 2004 average of $4.50 a pound.
“The key here is, it's an extremely volatile commodity. So you make hay while the sun shines and you never know how long that will be,” said one investor, who predicted the new moly fund could give a lift to prices and to moly miners.
The creation of commodity-specific exchange traded funds have made an impact on metal prices before. Anticipation of a silver exchange traded fund created by Barclays PLC's Barclays Global Investors unit helped silver prices rise 13 per cent last March. The ETF fund now holds approximately 111 million ounces of silver or more than 10 per cent of the 815 million silver ounces produced annually, BMO Nesbitt Burns Inc. analyst Geoff Stanley said in an interview.
In late 2005, Sprott Securities Inc. led the deal to create Uranium Participation Corp., a fund managed by Denison Mines Corp., which buys physical uranium, giving investors exposure to the price of the radioactive commodity. Uranium prices doubled last year and recently hit $85 a pound, partly because of buying by financial players, who now account for roughly a quarter of spot uranium purchases. Uranium Participation Corp. now has a market value of $678-million (Canadian) and its shares have gained 92 per cent over the last year.
Mr. Sprott, who divested his ownership of Sprott Securities in 2001, now heads resource-focused money manager Sprott Asset Management Inc., which will manage the molybdenum fund in exchange for a 2-per-cent annual fee.
Toronto-headquartered Blue Pearl Mining Ltd. will serve as a consultant to the fund, and will market, buy and sell the physical moly holdings. Blue Pearl became the world's largest publicly traded pure-play moly miner last year with the acquisition of the Thompson Creek mine in Idaho. It also owns a moly processing plant in Pennsylvania, a 75-per-cent interest in the Endako mine in B.C. and the Davidson development project.
Blue Pearl shares have surged 160 per cent over the past year, as investors piled into the company after it pulled off the $575-million (U.S.) acquisition of the privately held Thompson Creek Metals Co., giving it roughly 5 per cent of the world's annual moly production. GMP Securities LLP is the lead underwriter on the moly offering. Heenan Blaikie LLP is providing legal advice.
© The Globe and Mail
Meint Ihr, dass sich der Nachkauf aktuell lohnt? Oder kommt da noch was Richtung abwärts?
Antwort auf Beitrag Nr.: 28.115.180 von diptam am 04.03.07 20:54:13Solange die BFS nicht vorliegt, ist alles reine Spekulation. Ich halte die Aktie für sehr aussichtsreich, jeodch läßt sich mehr zum Potential erst sagen, wenn bekannt ist, wie die Finanzierung bewältigt wird. Üblicherweise erfolgt diese in einem MIX aus Aktienausgabe und Bankkrediten. Mir ging es nur darum klarzustellen, daß man nicht basierend auf der aktuellen Marktkapitalisierung Vergleiche anstellen kann.
Antwort auf Beitrag Nr.: 28.115.180 von diptam am 04.03.07 20:54:13Da kann ich nur auf die Meldung vom Januar verweisen.
17 January, 2007
Company Announcements Office
Australian Stock Exchange Limited
Exchange Plaza
2 The Esplanade
Perth, WA
6000
DIRECTOR APPOINTMENT
I am pleased to announce the appointment of Mr. Peter Thomas to the Board of Moly Mines Limited as a nonexecutive
director.
Mr. Thomas, who holds an MBA, first year honours from Harvard Business School, brings considerable project
financing skills and experience to the board at this critical time for the Spinifex Ridge molybdenum project as it
rapidly approaches completion of the feasibility study and a production decision.
His strong international finance, corporate and investment banking skills have developed over the last 10 years
whilst he served in various executive, corporate and advisory roles.
From 2002-2004, Mr Thomas was Mergers and Acquisitions Manager for Novartis, a multi-national healthcare
company employing over 75,000 people world wide headquartered in Basel, Switzerland. Prior to this Mr Thomas
was Vice President Corporate Finance at Lehman Brothers in New York and London from 1998-2002.
Mr. Thomas will join me on the Company’s recently constituted finance advisory committee which includes members
of the Company’s executive and independent external corporate and tax advisors. With many of the project technical
studies scheduled for completion and engineering and design work underway for the bankable feasibility study, the
finance advisory committee will develop and evaluate key project financing strategies for the Spinifex Ridge Project.
This will include evaluating and advising on advanced discussions with potential cornerstone investors, equity
participants, molybdenum concentrate toll treatment organizations and offtake partners.
Currently, Mr. Thomas is a senior executive at Fortescue Metals Group Limited and is responsible for group financial
management and commercial project performance. During 2006, Mr. Thomas jointly led equity negotiations, joint
venture and debt financing arrangements that culminated in Fortescue’s successful A$3 billion project financing for
the full development and construction of the 45 million tonne per annum iron ore mining and infrastructure rail and
port project.
In addition to his Harvard MBA, Mr. Thomas is an associate of the Institute of Actuaries of Australia and holds
Bachelor of Economics and Bachelor of Science degrees from Macquarie University, Sydney.
We look forward to Mr Thomas’s valuable contribution to the Company as we move into full project financing for
Spinifex Ridge during 2007.
Yours Sincerely
Paul Willis
Chairman
Thomas hat es bei Fortescue geschafft ca. 3 Millarden!!!!!! A$ fast ohne Verwässerung an liquiden Mitteln aufzunehmen. Die Aktienentwicklung von Fortescue sagt eigentlich alles.
17 January, 2007
Company Announcements Office
Australian Stock Exchange Limited
Exchange Plaza
2 The Esplanade
Perth, WA
6000
DIRECTOR APPOINTMENT
I am pleased to announce the appointment of Mr. Peter Thomas to the Board of Moly Mines Limited as a nonexecutive
director.
Mr. Thomas, who holds an MBA, first year honours from Harvard Business School, brings considerable project
financing skills and experience to the board at this critical time for the Spinifex Ridge molybdenum project as it
rapidly approaches completion of the feasibility study and a production decision.
His strong international finance, corporate and investment banking skills have developed over the last 10 years
whilst he served in various executive, corporate and advisory roles.
From 2002-2004, Mr Thomas was Mergers and Acquisitions Manager for Novartis, a multi-national healthcare
company employing over 75,000 people world wide headquartered in Basel, Switzerland. Prior to this Mr Thomas
was Vice President Corporate Finance at Lehman Brothers in New York and London from 1998-2002.
Mr. Thomas will join me on the Company’s recently constituted finance advisory committee which includes members
of the Company’s executive and independent external corporate and tax advisors. With many of the project technical
studies scheduled for completion and engineering and design work underway for the bankable feasibility study, the
finance advisory committee will develop and evaluate key project financing strategies for the Spinifex Ridge Project.
This will include evaluating and advising on advanced discussions with potential cornerstone investors, equity
participants, molybdenum concentrate toll treatment organizations and offtake partners.
Currently, Mr. Thomas is a senior executive at Fortescue Metals Group Limited and is responsible for group financial
management and commercial project performance. During 2006, Mr. Thomas jointly led equity negotiations, joint
venture and debt financing arrangements that culminated in Fortescue’s successful A$3 billion project financing for
the full development and construction of the 45 million tonne per annum iron ore mining and infrastructure rail and
port project.
In addition to his Harvard MBA, Mr. Thomas is an associate of the Institute of Actuaries of Australia and holds
Bachelor of Economics and Bachelor of Science degrees from Macquarie University, Sydney.
We look forward to Mr Thomas’s valuable contribution to the Company as we move into full project financing for
Spinifex Ridge during 2007.
Yours Sincerely
Paul Willis
Chairman
Thomas hat es bei Fortescue geschafft ca. 3 Millarden!!!!!! A$ fast ohne Verwässerung an liquiden Mitteln aufzunehmen. Die Aktienentwicklung von Fortescue sagt eigentlich alles.
Antwort auf Beitrag Nr.: 28.114.469 von MFC500 am 04.03.07 19:52:08Also mit der Investsumme von 466 Mio ist Mol in der jetzigen Phase überhaupt nicht billig.
MK 70 Mio + Invest 466 Mio = ca. 540 Mio.
BLE MK ca. 440 Mio.
Bin selbst bei MOL seit kurzem investiert. Die gefundenen Meldungen und Erläuterungen waren mir verständlich und überzeugend. Die Frage ist am Ende, ob eine günstige Finanzierungsvariante gefunden wird.
Ich würde mich freuen, wenn ich mit meinen Überlegungen schief liegen würde. Wer weiß mehr?
Sollte man sich nicht besser wieder zurückziehen?
Diptam
MK 70 Mio + Invest 466 Mio = ca. 540 Mio.
BLE MK ca. 440 Mio.
Bin selbst bei MOL seit kurzem investiert. Die gefundenen Meldungen und Erläuterungen waren mir verständlich und überzeugend. Die Frage ist am Ende, ob eine günstige Finanzierungsvariante gefunden wird.
Ich würde mich freuen, wenn ich mit meinen Überlegungen schief liegen würde. Wer weiß mehr?
Sollte man sich nicht besser wieder zurückziehen?
Diptam
Trading Spotlight
Mit einer Kapitalerhöhung um Hundert Prozent könnte man gerademal 10 bis 15 Prozent der Kosten auftreiben und würde damit in der Finanzierung nicht sehr viel weiter gekommen .
Außerdem haben Vorstände Aktienoptionen ,die dann im Wert halbiert wären .
Eine Finanzierung über Kredite könnte auch ohne solche Folgen in zwei bis vier Jahren problemlos Solches überflüssig machen .
Also dumm sind die nicht und kreditwürdig allemal und so sollte man nicht grundsätzlich von einer Kapitalerhöhung ausgehen .
Außerdem haben Vorstände Aktienoptionen ,die dann im Wert halbiert wären .
Eine Finanzierung über Kredite könnte auch ohne solche Folgen in zwei bis vier Jahren problemlos Solches überflüssig machen .
Also dumm sind die nicht und kreditwürdig allemal und so sollte man nicht grundsätzlich von einer Kapitalerhöhung ausgehen .
Antwort auf Beitrag Nr.: 28.114.469 von MFC500 am 04.03.07 19:52:08Stimm ich es zu, aber man sollte den Wert kaufen bevor die anderen vor allem BB aufmerksam werden. Nacher ist zu spät. Forsys wollte am anfang bei 0.80 Euro auch niemanden haben. Moly kaufen und liegen lassen. Der Markt wird allein die Unterbewertung anpassen. Das ist die Markteffizienz.
Antwort auf Beitrag Nr.: 28.112.152 von emovere am 04.03.07 17:57:19Die aktuelle Marktkapitalisierung von Moly kann nicht als Maßstab dienen, da hier noch eine kräftige Verwässerung zu erwarten ist, wodurch die Marktkapitalisierung kräftig steigen wird, ohne daß der Kurs sich bewegen muß. Schließlich wurde in der Pre Feasibility Study ein erforderliches Investitionsvolumen in Höhe von U$466 Mio genannt. Wie hoch dies tatsächlich ausfallen wird, bleibt abzuwarten. Im Juni soll ja die BFS vorgelegt werden. Daran anschließen wird sich die Finanzierung des Vorhabens. Erst dann ist auch klar, wieviele Aktien zu welchem Kurs noch ausgegeben werden und wie hoch die Marktkapitalisierung sein wird
Antwort auf Beitrag Nr.: 28.111.561 von tenbaggerforever am 04.03.07 17:38:03Kaufen und liegen lassen. Im Verhältniss zu Blue Pearl 8 unterbewertet. Bei Produktion 9'000 Tonnen MK vom ca. 45 Mio. Blue Pearl Produktion 12'000 MK ca. 500 Mio. KZ ca. 6.00 EURO bis 2009.
@all
hallo in die runde- ich überlege mir langsam mal ein paar stücke ins depot zu legen.
könnt ihr mir sagen, was die nächsten unternehmensschritte sind ?
wo seht ihr eigentlich denn fairen wert? meines erachtens könnten die eine zweite blue pearl werden!
hallo in die runde- ich überlege mir langsam mal ein paar stücke ins depot zu legen.
könnt ihr mir sagen, was die nächsten unternehmensschritte sind ?
wo seht ihr eigentlich denn fairen wert? meines erachtens könnten die eine zweite blue pearl werden!
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