Paladin - vom Explorer zum Produzenten (Seite 630)
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PDN - Macquarie analysts initiated coverage on emerging uranium miner Paladin with a Neutral rating based upon a bullish production profile for the sector post 2007. If everything goes according to plan, says Macquarie, the U3O8 spot price should soon peak at US$100/lb and then gradually decline to US$64/lb by 2011. While this outlook seems in stark contrast with forecasts by other experts it all seems to resolve around how quickly additional production can be brought on line while at the same time preventing disasters such as the flooding of Cigar Lake in Canada and Energy Resources of Australia's (ERA) Ranger mine in the Northern Territory. Analysts at GSJB Were who initiated coverage on ERA acknowledged there is little value in today's uranium stocks if one has a moderate view on the price outlook for the commodity. With expectations that spot U3O8 will jump to US$100/lb as soon as at the end of March, downside risks for the sector would seem limited though.
Also alles im grünen Bereich.
hang loose
dgni
Highlight Stocks
PDN - Macquarie analysts initiated coverage on emerging uranium miner Paladin with a Neutral rating based upon a bullish production profile for the sector post 2007. If everything goes according to plan, says Macquarie, the U3O8 spot price should soon peak at US$100/lb and then gradually decline to US$64/lb by 2011. While this outlook seems in stark contrast with forecasts by other experts it all seems to resolve around how quickly additional production can be brought on line while at the same time preventing disasters such as the flooding of Cigar Lake in Canada and Energy Resources of Australia's (ERA) Ranger mine in the Northern Territory. Analysts at GSJB Were who initiated coverage on ERA acknowledged there is little value in today's uranium stocks if one has a moderate view on the price outlook for the commodity. With expectations that spot U3O8 will jump to US$100/lb as soon as at the end of March, downside risks for the sector would seem limited though.
Also alles im grünen Bereich.
hang loose
dgni
Antwort auf Beitrag Nr.: 28.365.214 von JMoutinho am 19.03.07 08:53:32Guten Morgen JMoutinho,
bei dieser Meldung fällt mir eine Formulierung ganz besonders ins Auge
.. .Cameco said it aims to bring the mine into production by 2010 ...
Mit anderen Worten: das wird wohl auch nichts werden.
Press Release Source: Cameco Corporation
Cameco Announces Plans for Cigar Lake
Sunday March 18, 11:55 pm ET
Die ganze Meldung ist unter diesem Link zu finden
http://biz.yahoo.com/iw/070318/0227950.html
Warten wir mal ab. Zur Zeit ist auf jeden Fall klar, dass Cigar Lake erst mal nicht liefern kann.
In diesem Zusammenhang ist auch diese Meldung nicht ganz uninteressant.
Paladin sees 3-year wait on Australia uranium ban
Monday March 19, 2007, 2:53 pm
SYDNEY, March 19 (Reuters) - Paladin Resources Ltd. (ASX: PDN.ax) , which is bidding A$1 billion ($793 million) for Australian explorer Summit Resources N.L. (ASX: SMM.ax) , said it could take up to three years before bans on uranium mining are lifted in Australia, dousing speculation of a much earlier policy switch.
Uranium mining in Australia is allowed in South Australia state and the Northern Territory, but is banned in minerals-rich Western Australia and Queensland, where Summit and Paladin PDN.TO jointly hold property, under a decades-old policy of the centre-left Labor Party, the governing party in the two states. ...
... "I believe that by 2010 Western Australia and Queensland will be uranium-friendly," Paladin's managing director, John Borshoff, Borshoff told journalists and analysts.
Borshoff said the value of the company's unsolicited all-scrip bid for Summit takes into account such a change in policy. Summit has countered that the bid is too low and underestimates Summit's potential to eventually mine uranium.
Summit could issue a formal response mapping out its opposition to the offer as early as Monday, a company spokesman said. ...
http://au.biz.yahoo.com/070319/19/15i13.html
In meinen Augen arbeitet alles für Paladin. Da werden wir noch sehr viel Freude haben.
hang loose
dgni
bei dieser Meldung fällt mir eine Formulierung ganz besonders ins Auge
.. .Cameco said it aims to bring the mine into production by 2010 ...
Mit anderen Worten: das wird wohl auch nichts werden.
Press Release Source: Cameco Corporation
Cameco Announces Plans for Cigar Lake
Sunday March 18, 11:55 pm ET
Die ganze Meldung ist unter diesem Link zu finden
http://biz.yahoo.com/iw/070318/0227950.html
Warten wir mal ab. Zur Zeit ist auf jeden Fall klar, dass Cigar Lake erst mal nicht liefern kann.
In diesem Zusammenhang ist auch diese Meldung nicht ganz uninteressant.
Paladin sees 3-year wait on Australia uranium ban
Monday March 19, 2007, 2:53 pm
SYDNEY, March 19 (Reuters) - Paladin Resources Ltd. (ASX: PDN.ax) , which is bidding A$1 billion ($793 million) for Australian explorer Summit Resources N.L. (ASX: SMM.ax) , said it could take up to three years before bans on uranium mining are lifted in Australia, dousing speculation of a much earlier policy switch.
Uranium mining in Australia is allowed in South Australia state and the Northern Territory, but is banned in minerals-rich Western Australia and Queensland, where Summit and Paladin PDN.TO jointly hold property, under a decades-old policy of the centre-left Labor Party, the governing party in the two states. ...
... "I believe that by 2010 Western Australia and Queensland will be uranium-friendly," Paladin's managing director, John Borshoff, Borshoff told journalists and analysts.
Borshoff said the value of the company's unsolicited all-scrip bid for Summit takes into account such a change in policy. Summit has countered that the bid is too low and underestimates Summit's potential to eventually mine uranium.
Summit could issue a formal response mapping out its opposition to the offer as early as Monday, a company spokesman said. ...
http://au.biz.yahoo.com/070319/19/15i13.html
In meinen Augen arbeitet alles für Paladin. Da werden wir noch sehr viel Freude haben.
hang loose
dgni
Zur Spekulationen über Cigar lake, wird dann doch etwas später bis sie wieder läuft:
Cameco says Cigar Lake production delayed until 2010
Canadian Press (Globemail)
SASKATOON — Uranium miner Cameco Corp. said its Cigar Lake mining project will cost more and begin production later than it had anticipated because of massive flooding at the site last year.
Cameco said it aims to bring the mine into production by 2010. The original target date was 2008.
The Saskatoon-based company also said the capital costs related to Cigar Lake\'s production startup have risen to $508-million from the last estimate of $330-million. Cameco has already spent $234-million on construction so far, with another $274-million remaining.
But despite the increased capital costs, Cameco insists Cigar Lake, in northern Saskatchewan, remains a financially attractive project.
Cameco says Cigar Lake production delayed until 2010
Canadian Press (Globemail)
SASKATOON — Uranium miner Cameco Corp. said its Cigar Lake mining project will cost more and begin production later than it had anticipated because of massive flooding at the site last year.
Cameco said it aims to bring the mine into production by 2010. The original target date was 2008.
The Saskatoon-based company also said the capital costs related to Cigar Lake\'s production startup have risen to $508-million from the last estimate of $330-million. Cameco has already spent $234-million on construction so far, with another $274-million remaining.
But despite the increased capital costs, Cameco insists Cigar Lake, in northern Saskatchewan, remains a financially attractive project.
Guten Morgen alle,
no change, wie es immer heißt, wenn keine Änderung im Preis erfolgt.
SK um 5:16 pm 9,10AU$ (5,44€), n/c. Das Volumen ist mit
3,653,923 Stück auch eher zurückhaltend einzustufen.
Das Tageshoch lag bei 9,26AU$. Der Eröffnungskurs bei 8,93AU$
Dafür gab es aber neue Veröffentlichungen.
Das Übernahmeangebot wurde erneuert. Wesentlich dabei ist, dass SMM-Shareholder, die das Angebot annehmen innerhalb von sieben Tagen die Paladin-Aktien erhalten.
Takeover bid by Paladin Resources Ltd for Summit Resources Limited Notice that defeating condition freed and Second Supplementary Bidder’s Statement
http://www.paladinresources.com.au/aurora/assets/user_conten…
In dem zweiten Übernahmeangebot verstehe ich allerdings folgende, fett markierte Formulierung nicht. Vielleicht kann da jemand zur Aufklärung beitragen.
For the purposes of section 650F of the Corporations Act 2001 (Cth), Paladin Resources Ltd gives notice declaring that:
1 its takeover offers for all the fully paid ordinary shares in Summit Resources Limited are free from the condition in section 13.8(c) (No prescribed occurrences) of its bidder’s statement dated 27 February 2007; and
2 its voting power in Summit Resources Limited as at 19 March 2007 is Nil.
Als reine Übersetzung würde ich das so lesen, dass das Stimmrecht, das Paladin bei SMM hatte, mit Datum 19.03.2007 nicht mehr gegeben ist.
Als zweite Veröffentlichung mit Stand 16.03.2007 kam die
KAYELEKERA URANIUM PROJECT MALAWI
MINERAL RESERVE ESTIMATION
http://www.paladinresources.com.au/aurora/assets/user_conten…
!!! Vorsicht, hat 112 Seiten!!!
hang loose
dgni
no change, wie es immer heißt, wenn keine Änderung im Preis erfolgt.
SK um 5:16 pm 9,10AU$ (5,44€), n/c. Das Volumen ist mit
3,653,923 Stück auch eher zurückhaltend einzustufen.
Das Tageshoch lag bei 9,26AU$. Der Eröffnungskurs bei 8,93AU$
Dafür gab es aber neue Veröffentlichungen.
Das Übernahmeangebot wurde erneuert. Wesentlich dabei ist, dass SMM-Shareholder, die das Angebot annehmen innerhalb von sieben Tagen die Paladin-Aktien erhalten.
Takeover bid by Paladin Resources Ltd for Summit Resources Limited Notice that defeating condition freed and Second Supplementary Bidder’s Statement
http://www.paladinresources.com.au/aurora/assets/user_conten…
In dem zweiten Übernahmeangebot verstehe ich allerdings folgende, fett markierte Formulierung nicht. Vielleicht kann da jemand zur Aufklärung beitragen.
For the purposes of section 650F of the Corporations Act 2001 (Cth), Paladin Resources Ltd gives notice declaring that:
1 its takeover offers for all the fully paid ordinary shares in Summit Resources Limited are free from the condition in section 13.8(c) (No prescribed occurrences) of its bidder’s statement dated 27 February 2007; and
2 its voting power in Summit Resources Limited as at 19 March 2007 is Nil.
Als reine Übersetzung würde ich das so lesen, dass das Stimmrecht, das Paladin bei SMM hatte, mit Datum 19.03.2007 nicht mehr gegeben ist.
Als zweite Veröffentlichung mit Stand 16.03.2007 kam die
KAYELEKERA URANIUM PROJECT MALAWI
MINERAL RESERVE ESTIMATION
http://www.paladinresources.com.au/aurora/assets/user_conten…
!!! Vorsicht, hat 112 Seiten!!!
hang loose
dgni
Antwort auf Beitrag Nr.: 28.361.959 von slyder am 18.03.07 21:04:47Guten Abend slyder,
Du beziehst Dich auf diese Stelle im vorliegenden Artikel
it may consider an overseas acquisition to enable it to get a third mine in production by 2010.
wonach Paladin möglicherweise eine dritte Mine in Übersee (Afrika?, Canada?) aquirieren könnte, um damit 2010 in Produktion gehen zu können.
Da bin ich mir nicht ganz sicher, ob da wirklich das Kayelekera Uranium Deposit gemeint ist, denn da wird schon immer davon gesprochen, dass planned mine commisioning scheduled for September 2008.
Was soviel bedeutet, dass die geplante "Indienststellung" für Sept. 2008 geplant ist. Also zwei Jahre vorher.
Kayelekera Uranium Project
http://www.paladinresources.com.au/aurora/assets/user_conten…
Ich möchte mal eine ganz gewagte These aufstellen.
Das einzige Explorationsgebiet, das geplant ist ab 2010 als Mine in Produktion zu gehen ist in Forsys-Händen
Nur eine wilde Vermutung.
hang loose
dgni
Du beziehst Dich auf diese Stelle im vorliegenden Artikel
it may consider an overseas acquisition to enable it to get a third mine in production by 2010.
wonach Paladin möglicherweise eine dritte Mine in Übersee (Afrika?, Canada?) aquirieren könnte, um damit 2010 in Produktion gehen zu können.
Da bin ich mir nicht ganz sicher, ob da wirklich das Kayelekera Uranium Deposit gemeint ist, denn da wird schon immer davon gesprochen, dass planned mine commisioning scheduled for September 2008.
Was soviel bedeutet, dass die geplante "Indienststellung" für Sept. 2008 geplant ist. Also zwei Jahre vorher.
Kayelekera Uranium Project
http://www.paladinresources.com.au/aurora/assets/user_conten…
Ich möchte mal eine ganz gewagte These aufstellen.
Das einzige Explorationsgebiet, das geplant ist ab 2010 als Mine in Produktion zu gehen ist in Forsys-Händen
Nur eine wilde Vermutung.
hang loose
dgni Trading Spotlight
Antwort auf Beitrag Nr.: 28.361.959 von slyder am 18.03.07 21:04:47...quatsch: malawi ist ja das 2.projekt
.....und nummer3?
.....und nummer3?
guten abend zusammen!
danke für den link mit dem translator@ dgni
mit der dritten mine ist sicherlich das projekt in malawi gemeint, oder?
gruß slyder
danke für den link mit dem translator@ dgni
mit der dritten mine ist sicherlich das projekt in malawi gemeint, oder?
gruß slyder
Antwort auf Beitrag Nr.: 28.359.310 von AlaskaBear am 18.03.07 19:12:29Guten Abend alle,
AlaskaBear, das ist schon etwas angestaubt, wie Du ja am aktuellen Spot price erkennen kannst.
hier habe ich was aktuelles.
Uranium heads for $US100
Jamie Freed
March 19, 2007
TALK about a nuclear reaction.
The spot uranium price, having already risen nearly tenfold during the past four years, is expected to break through the $US100 ($125)-a-pound barrier for the first time, possibly as early as this week.
In a case of perfect timing, Perth's Paladin Resources on Friday hosted 200 guests at the official opening of the world's newest uranium mine, Langer Heinrich in Namibia. Paladin stands to be the biggest Australian beneficiary of the increased uranium price, which has risen as a supply shortage has coincided with a huge jump in demand.
A spot price of even $US100 a pound would not be particularly helpful to long-time producers such as Energy Resources of Australia and BHP Billiton unless it stayed that high for years, because they locked in long-term contracts when uranium was trading at record lows.
But Paladin has positioned itself to be the world's fourth-largest uranium producer by 2010, despite competition from emerging rivals around the globe.
"A new exploration cycle is now very much under way and significant new discoveries will be made," Goldman Sachs JBWere analyst Malcolm Southwood said. "But it takes several years to evaluate and prove reserves, and once the economic reserves are defined, it takes 10 years or more to licence and develop a project and bring the mine into production."
Paladin has already approved development of its next project, the $US185 million Kayelekera mine in Malawi. And the company's managing director, John Borshoff, is today expected to make an announcement regarding its recent $1 billion scrip offer for Queensland explorer Summit Resources. A successful bid would give Paladin full control of its half-owned Valhalla and Skal deposits near Mt Isa.
Paladin has additional prospects in the Northern Territory and Western Australia, and Macquarie Equities thinks it may consider an overseas acquisition to enable it to get a third mine in production by 2010.
Paladin's Langer Heinrich mine could benefit immediately from any increase in the spot price. Although contract terms are kept confidential, Macquarie analysts believe Paladin has contracted about half its production from Langer Heinrich with a ceiling of about $US50 a pound and a floor of $US30 a pound. The remaining production is uncontracted and uranium last week was selling at a record spot price of $US91 a pound.
Analysts from Macquarie, RBC Capital Markets and Goldman Sachs JBWere all predict uranium prices could hit $US100 a pound this year.
But BHP, which owns the world's largest uranium resource at Olympic Dam in South Australia, is not expected to benefit from higher uranium prices until legacy contracts paying less than $US20 a pound run out in 2010. Even worse, BHP has been forced to purchase high-priced third-party uranium to meet the terms of some of its contracts.
The pricing terms of Rio Tinto subsidiary ERA's contracts are confidential but Goldman Sachs JBWere said it assumed ERA sold its product through a mixture of spot sales and long-term contracts, with the majority weighted towards long-term contracts.
Hier wurde der Artikel veröffentlicht.
http://www.smh.com.au/news/business/uranium-heads-for-us100/…
Für alle, die mit dem englischen Text nicht so recht zurecht kommen. Hier ist eine Seite, die einen "rudimentären" Übersetzungsservice bietet - sogar in russisch.
http://www.online-translator.com/text.asp?lang=de
Auf eine gute Woche
hang loose
dgni
AlaskaBear, das ist schon etwas angestaubt, wie Du ja am aktuellen Spot price erkennen kannst.
hier habe ich was aktuelles.
Uranium heads for $US100
Jamie Freed
March 19, 2007
TALK about a nuclear reaction.
The spot uranium price, having already risen nearly tenfold during the past four years, is expected to break through the $US100 ($125)-a-pound barrier for the first time, possibly as early as this week.
In a case of perfect timing, Perth's Paladin Resources on Friday hosted 200 guests at the official opening of the world's newest uranium mine, Langer Heinrich in Namibia. Paladin stands to be the biggest Australian beneficiary of the increased uranium price, which has risen as a supply shortage has coincided with a huge jump in demand.
A spot price of even $US100 a pound would not be particularly helpful to long-time producers such as Energy Resources of Australia and BHP Billiton unless it stayed that high for years, because they locked in long-term contracts when uranium was trading at record lows.
But Paladin has positioned itself to be the world's fourth-largest uranium producer by 2010, despite competition from emerging rivals around the globe.
"A new exploration cycle is now very much under way and significant new discoveries will be made," Goldman Sachs JBWere analyst Malcolm Southwood said. "But it takes several years to evaluate and prove reserves, and once the economic reserves are defined, it takes 10 years or more to licence and develop a project and bring the mine into production."
Paladin has already approved development of its next project, the $US185 million Kayelekera mine in Malawi. And the company's managing director, John Borshoff, is today expected to make an announcement regarding its recent $1 billion scrip offer for Queensland explorer Summit Resources. A successful bid would give Paladin full control of its half-owned Valhalla and Skal deposits near Mt Isa.
Paladin has additional prospects in the Northern Territory and Western Australia, and Macquarie Equities thinks it may consider an overseas acquisition to enable it to get a third mine in production by 2010.
Paladin's Langer Heinrich mine could benefit immediately from any increase in the spot price. Although contract terms are kept confidential, Macquarie analysts believe Paladin has contracted about half its production from Langer Heinrich with a ceiling of about $US50 a pound and a floor of $US30 a pound. The remaining production is uncontracted and uranium last week was selling at a record spot price of $US91 a pound.
Analysts from Macquarie, RBC Capital Markets and Goldman Sachs JBWere all predict uranium prices could hit $US100 a pound this year.
But BHP, which owns the world's largest uranium resource at Olympic Dam in South Australia, is not expected to benefit from higher uranium prices until legacy contracts paying less than $US20 a pound run out in 2010. Even worse, BHP has been forced to purchase high-priced third-party uranium to meet the terms of some of its contracts.
The pricing terms of Rio Tinto subsidiary ERA's contracts are confidential but Goldman Sachs JBWere said it assumed ERA sold its product through a mixture of spot sales and long-term contracts, with the majority weighted towards long-term contracts.
Hier wurde der Artikel veröffentlicht.
http://www.smh.com.au/news/business/uranium-heads-for-us100/…
Für alle, die mit dem englischen Text nicht so recht zurecht kommen. Hier ist eine Seite, die einen "rudimentären" Übersetzungsservice bietet - sogar in russisch.
http://www.online-translator.com/text.asp?lang=de
Auf eine gute Woche
hang loose
dgni 
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