Paladin - vom Explorer zum Produzenten (Seite 596)

[XRambo]

Hatte ja ein wenig gehofft, dass uns Canada hilft, aber nun ist Canada mehr im Minus als Australien - Schade, so gut wie Forsys heute endlich mal wieder performt, so schlecht macht es Paladin, da geht es morgen weiter runter in Aussie-Lander, oder? Vielleicht testen wir die 5,50, das war doch eine Widerstandsmarke, oder bilde ich mir das ein?

Na ja, ändern kann ich da eh nichts, jetzt gehts erstmal um Fussball. Unser Club kämpft um den Einzug ins Finale und die IceTigers haben ihre letzte Chance auf den Meistertitel in Mannheim.

Bis morgen dann.

By

[dgni]

Gleich geht`s los. Bin ja wirklich gespannt.
Hier ist ein Artikel aus FN Arena's Weekly Insights www.fnarena.com

PDN - Summit Resources (SMM) unexpectedly accepted Paladin Resources' revised offer this week, causing a dilution for Paladin shareholders of some 26%. On the positive side of the ledger, a possible protracted court case is now off the table and Paladin will finally own close to 100% of the highly promising Skal and Valhalla projects in Queensland and recieve a marketing alliance with French uranium giant Areva on top. Spot uranium is currently at US$113/lb and expected to rise further in the weeks ahead. Some experts are already talking about $150/lb. As Macquarie analysts put it recently: Paladin shares are not cheap but it is difficult to see them underperforming in such an environment.

hang loose
dgni

[Expertchen007]

So hab mich entschieden 50 % in Aru zu investieren...damit ich wenns gut geht....wieder ein paar PDN mehr kaufen kann......aber bitte den Kurs jetzt nicht auf 8 € bei PDN treiben ...gell..

[Expertchen007]

Vorbörslich heute in Kanada im minus....9,40 C$...abwarten...ich werd mal wieder einen Tradeversuch machen ( :rolleyes.......das kostet wieder Nerven...

ansonsten hier ein Bericht aus dem Kanada Board...

Australia uranium mine bans should end: politician
ADELAIDE, April 17 (Reuters) - Decades-old bans on new uranium mines in Australia should end as they have failed to stem rising production and make no sense as global demand for the nuclear fuel grows, the opposition Labor Party said on Tuesday.
Australia has the world's largest uranium reserves, but the national government, which backs new mines, only controls mining in the Northern Territory. The country's six state Labor governments currently oppose any new uranium mines.

Recent cracks in Labor's opposition to new mines prompted Paladin Resources Ltd. to bid for Summit Resources Ltd. , which is prospecting one of the world's top five uranium deposits in Labor-controlled Queensland.

Chris Evans, Labor's minister for national development, resources and energy, said the ban "makes no policy sense".

"The current policy is senseless since it hasn't prevented the expansion of existing mines, such as South Australia's Olympic Dam," he said at an energy conference in Adelaide, South Australia.

He added that a dropping the ban would not weaken the party's opposition to nuclear power in Australia.

"I regard the decision to mine and export uranium and the decision to develop a domestic nuclear power industry as quite separate," Evans said.

"But I don't underestimate the concern in the party about these issues, and I don't ridicule at all their concerns about the nuclear fuel cycle."

His comments come amid a surge in demand for uranium to fuel new larger nuclear stations around the world. With supply also limited, uranium prices have risen to about $113 per pound, the highest since the 1970s, according to pricing provider UxC.

The Labor Party, which leads the conservative government of Prime Minister John Howard in opinion polls ahead of elections later in 2007, will discuss its uranium policy at a national conference in Sydney at the end of the month.

Paladin, which has offered A$1.18 billion ($983 million) for Summit, is betting that Labor will eventually change its policy on the bans and is willing to sit on the deposits for years if necessary.

Australia has 24 percent of the world's known recoverable uranium. Production and exports average about 10,000 tonnes per year, according to government reports.

Over the last 25 years Australia's exports of uranium oxide have jumped from 3,200 tonnes a year to over 10,000 tonnes a year and that figure will double to over 20,000 tonnes a year, when the proposed expansion of the Olympic Dam mine goes ahead, says Labor.

Australia exports uranium to 36 countries, but only sells to countries that have signed the non-proliferation treaty (NPT), and then only when it has a separate nuclear safeguards agreement over the use of the uranium.

((Reporting by Fayen Wong; editing by Jonathan Standing; Reuters Messaging: [e-mail]; [phone])) Keywords: AUSTRALIA URANIUM/



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« Previous Message

[dgni]

Antwort auf Beitrag Nr.: 28.853.068 von thielemannone am 17.04.07 10:19:42

Du hast mich falsch verstanden thielemannone. Ich meinte nicht den Gesamtumsatz, sondern die einzelnen Positionen. Und die sind wirklich lächerlich.
hang loose
dgni

[Expertchen007]

Antwort auf Beitrag Nr.: 28.853.265 von thielemannone am 17.04.07 10:31:05

Nimm Deep Yellow.ltd........da sind 1200 - 1500 % drin........und es bleibt in der Familie...

[thielemannone]

mal eine andere sache, weiss nicht ob jemand von euch von 'entree gold' wkn 121411, gehoert hat, moegliche kurschance von 100% bis 150% in den naechsten 3 bis 4 monaten, gegenwaertig 1.62 euro

[thielemannone]

Antwort auf Beitrag Nr.: 28.851.820 von dgni am 17.04.07 09:17:35

6.5 millionen umsatz in aussie ist "GERING" glaubst du jawohl selbst nicht

[dgni]

Antwort auf Beitrag Nr.: 28.850.415 von Atomi am 17.04.07 05:00:55

Hi Atomi, die Meldung war nichts Neues. pixelpark1 hat es bereits sehr gut zusammengefasst.
So wie es aussieht sind da einige Gewinnmitnahmen drin. Nicht von den Großen. Das kann man am Umsatz sehen.

Ich bleibe bei meiner Meinung. Das wird bis zum 27.04. noch etwas "bumpy" werden. Sollte dann noch die ALP-Entscheidung positiv ausfallen - wovon ja alle ausgehen - dann dürfte alles gegessen sein.
Man darf allerdings auch nicht ausser Acht lassen, dass die Wahrscheinlichkeit einer negativen ALP-Entscheidung durchaus gegeben ist. Dann hat PDN 100% von etwas, was im Augenblick nicht zu verwerten ist.
Aber das wollen wir ja nicht hoffen.

hang loose
dgni

[dgni]

Antwort auf Beitrag Nr.: 28.851.082 von thielemannone am 17.04.07 08:27:01

Guten Morgen alle,
Hi thelemannone, ich wäre enttäuscht gewesen, hättest Du nicht bei diesem Rückgang von 5,5% geantwortet. In meinen Augen ist bisher nichts dramatisches passiert - oder anders ausgedrückt, nichts was wir nicht erwartet hätten. Und ob nun die anderen 60% Deiner prognostizierte Wunschvorstellung eintreten werden, bleibt abzuwarten. Ich glaube nicht. Nicht ganz ausser Acht lassen darf man meiner Ansicht nach bei dieser "Kurskorrektur" auch die einzelnen Umsätze . Die sind nämlich mehr als gering - übrigens auch bei der heimlichen Heimatbörse gestern nachmittag zu beobachten gewesen. Warten wir mal ab was heute in Kanada passiert.
Ich sehe das Ganze auf jeden Fall nicht dramatisch. Solltest Du recht behalten, dann gratuliere ich Dir schon mal zu einem günstigen Wiedereinstieg. Aber ich fürchte, dass Du da nicht so richtig zum Zug kommen wirst.


Hier habe ich ein Interview das John Borshoff gestern bei http://www.abc.net.au/lateline/business/items/200704/s189873… gegeben hat.
Ali Moore talks to the managing director of Paladin Resources
Ali Moore talks to John Borshoff from Paladin Resources, about a takeover bid with Summit Resources.

ALI MOORE: Two of Australia's uranium companies look set to become one with Summit Resources today recommending shareholders accept a sweetened takeover bid from Paladin.

After rejecting an earlier offer, Summit says the benefits of accepting the now $1.2 billion bid outweigh the risks, with Summit's key assets in Queensland where the State Government has a ban on uranium mining.

For its part, Paladin Resources has just opened a new uranium mine in Namibia and is working on another project in Malawi.

The takeover comes as uranium prices have risen sharply off the back of strong demand.

Paladin Resources' managing director, John Borshoff, joined me from our Perth studio earlier this evening.

John Borshoff welcome to Lateline Business.

JOHN BORSHOFF, MANAGING DIRECTOR, PALADIN RESOURCES: Thankyou, nice to see you again.

ALI MOORE: You upped your offer and now Summit Resources has accepted, is this a done deal?

JOHN BORSHOFF: Well I think there's still a few issues and see how many shareholders will accede and take the recommendations.

But I think most of the hard work is done.

ALI MOORE: Of course, one of Summit's reasons for accepting your bid were the risks of not accepting, primarily whether the Queensland Government will ever lift its ban on uranium mining, of course Summit's main asset being the Valhalla deposit in Queensland.

If this deal goes through, that risk will be 100 per cent yours won't it?

JOHN BORSHOFF: We've always accepted that risk and I think that in our model we have always put our development further back than some had.

And some of the reasons for that apart from the technical aspects were understanding Australia and Uranium, in particular the Labor Government.

So I think that the Federal Opposition will accede and come out with a more appropriate policy and the states may take a little while to come in and I think Queensland is in that sort of "this way, that way mode", but I think within a certain amount of time we'll see a pro uranium policy in that state.

ALI MOORE: So what time frame do you put on it?

When do you think that resource, that Valhalla deposit will be able to be mined?

JOHN BORSHOFF: I think we, we, we should look forward to commissioning that mine around 2012.

I think that even though there'll be some uncertainty, we will proceed with the project and do the early sort of studies and drilling so that virtually our time starts ticking from this year.

Although, we'll be anticipating the changes of policies later on.

ALI MOORE: If, if you don't get the changes of policies that you want, though, it's a very expensive asset in waiting to be sitting on, isn't it?

JOHN BORSHOFF: I read a saying a little way back is that if you, if you will not find new oceans if you don't have the courage to lose sight of the shore and I think that in, in a way we have considered very much, I think we know the uranium sort of situation in Australia and we are more than confident, but if it doesn't we will have a bit of egg on our face, yes.

ALI MOORE: Before Summit accepted your offer, you made a strategic alliance with the French nuclear giant Areva, which was set to buy 18 per cent of Summit, what happens to that deal now?

JOHN BORSHOFF: Well, essentially the, as we've stated the Areva Association is something that we are, we are comfortable with.

Obviously as, if we get 100 per cent of Summit the framework may change, the arrangement by how one achieves those objectives may change.

But in the end, we will discuss with Areva and work within whichever framework is available to us.

ALI MOORE: So if they were looking to buy 18 per cent, if you got 100 per cent, would you be prepared to sell them 18 per cent?

JOHN BORSHOFF: Well, we would, we would look at some type of rearrangement which will allow those financial commitments at least to be made and in doing that there will be some, you know there will some Areva requirements as well.

So we believe we can do something that's mutually satisfactory.

ALI MOORE: So what would that be, though?

Them taking a stake of say 10, 15 per cent?

JOHN BORSHOFF: It could be. It could be by way of a joint venture.

It could be, you know as I say, if we had 100 per cent of a project, of Summit, that just means that there are other ways in which one could achieve the same result.

ALI MOORE: How optimistic are you that, that the mood has changed now and that Australia is moving closer to the sort of world that you would want to see in terms of mining?

JOHN BORSHOFF: Oh, I see a huge shift in sentiment I, I, you know, with the nuclear industry back in the sort of '90s and early 21st, there was always a, a dying aspect to the industry and now we're going through a fabulous total rejuvanisation, both in terms of the critical recalibrating of energy needs in, in the planet and how, what fuel mixes will be required and these are enormous issues and Australia as a, as a major sort of resource in uranium has to engage in the world in Australia.

ALI MOORE: So give five years and do you think it'll be a very different scene in this country?

JOHN BORSHOFF: Yes, yes, I do.

I think that it's already acknowledged and it's basically the issue of unwinding from a, a, a policy where there was firstly the reason the policy wasn't changed is there was no markets.

As they used to say, if there's a market, we'll do something, but nobody wants the darn stuff.

Now obviously they do and you've seen within a matter of 18 months there is already significant shifts in, in Australia which people two years ago would not have thought absolutely possible.

ALI MOORE: As you say, a few years ago no one wanted and darn stuff now the price of uranium has gone up 10 fold in the last four years.

I know you are inclined to talk your own book but can you see anything on the horizon likely to dampen that enthusiasm for uranium?

JOHN BORSHOFF: No. No, I see that essentially the industry was asleep at the wheel for 25 years.

I think there were fundamental aspects that have now been introduced into this industry that it is virtually in handicap to a degree and, and I think that just the supply shortages that are there for the existing nuclear fleets can be, are issues, never mind the enormous growth to accommodate.

So we'll see supply chasing demand in the sense that, let's say demand will be the controller.

That has reached nowhere near the peak at the moment.

ALI MOORE: John Borshoff, many thanks for joining us.

JOHN BORSHOFF: Thank you.

hang loose
dgni