Paladin - vom Explorer zum Produzenten (Seite 652)
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ISIN: AU000000PDN8 · WKN: 890889
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Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,1500 | +21,75 | |
| 0,9000 | +16,13 | |
| 0,5800 | +16,00 | |
| 0,6090 | +15,78 | |
| 0,5015 | +14,24 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,1000 | -5,95 | |
| 1,1200 | -6,67 | |
| 10,040 | -7,89 | |
| 39,20 | -8,84 | |
| 1,1500 | -9,45 |
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Hier sind auch die aktuellen Uranpreise. Also keine Panik. Im Augenblick wird nichts über 85US$ gehandelt.
Weekly Spot Ux U3O8 Price
as of March 5, 2007
Change from previous (week)
1 US$ = 0.76324 €
U3O8 Price (lb) $85.00 [Unch.] €64.88 [Unch.]
Quelle: http://www.uxc.com/review/uxc_Prices.aspx
hang loose
dgni
Weekly Spot Ux U3O8 Price
as of March 5, 2007
Change from previous (week)
1 US$ = 0.76324 €
U3O8 Price (lb) $85.00 [Unch.] €64.88 [Unch.]
Quelle: http://www.uxc.com/review/uxc_Prices.aspx
hang loose
dgni
Antwort auf Beitrag Nr.: 28.176.387 von Two2Face am 08.03.07 02:34:18Hallo Two2Face,
Noch nie gehoert. Wo sind die gelisstet ??
Gruss
Noch nie gehoert. Wo sind die gelisstet ??
Gruss
Guten Morgen alle,
Ruhe ist wieder eingekehrt im "FVF"-Thread. Auch in Down Under ist der Aufregung der letzten Tage eine gewisse Ruhe und Gelassenheit gewichen. Back to normal, könnte man fast schon sagen.
SK um 5:21 pm 8,78AU$ (5,18€), -7ct, -0.8%, und das Volumen kann man mit 4,215,753 Stück auch wieder "normal" bezeichnen.
Einen interessanten Artikel über Energy Resources Of Australia Limited FPO (ERA) habe ich gefunden. Die Erklärung, dass durch einen Typhoon Wasser in die Mine gelaufen ist, hat, obwohl Typhoons keine "Besonderheit" in der Gegend sind, doch einen großen Einfluss auf den Kurs von ERA gehabt.
ERA Declares Force Majeure
FN Arena News - March 08 2007
By Greg Peel
While the uranium price has been heading north apace for the last two years, it was flooding at Cameco's Cigar Lake project in Canada that has forced the price to leap to the recent level of US$85/lb. Cigar Lake was expected to supply 10-12% of the world's uranium by 2010.
Energy Resources Australia's (ERA) Ranger mine in the Northern Territory supplies 10% of the world's uranium now. A week ago the NT was hit by Cyclone George. Heavy rain prompted a shutdown to mining operations.
Territory cyclones are hardly rare occurrences, and ERA suffered shutdowns last year under the same circumstances. Back then the company was able to meet its sale commitments through uranium loans and stock drawdowns. This time it's different.
This time the spot price is much higher, as the uranium market is extremely tight. Due to the long term contract nature of uranium sales, ERA is only averaging around US$22/lb for its ore. Were it forced to buy in uranium to make good on its contracts, ERA would be forced to pay at least US$85/lb and probably more.
Thus the company has declared force majeure, relieving it of such an obligation. Analysts all agree this is a sensible move.
The company has indicated that although it should have the mine back up and running within the week, the total effect will be a production level down 20-30% on the March quarter last year. Analysts have responded by reducing earnings forecasts accordingly, but no one has reduced target prices. The simple fact is that production might be reduced, but the only way for the uranium price to respond is another shift upwards.
ERA's contract customers will now be forced to go into the market, and uranium is extremely hard to find. The last auction trade a week ago – for 100kt at US$85/lb – was overbid by a significant volume at that price level.
This is good news for the likes of Paladin Resources (PDN), whose Langer Heinrich mine in Namibia has just commenced production. It's been a rollercoaster ride for the Paladin share price, as investors initially took profits above $10, and then started selling in earnest in this latest correction. The hardest hit stocks were those that had risen most dramatically, and Paladin found itself back in the sevens.
Closing yesterday at $8.85, one presumes another jump is on the cards. The ERA share price has suffered a similar ride, but will likely not be overly damaged by the production loss, given the force majeure and the likelihood of a higher uranium price. ERA closed yesterday at $24.60.
The FNArena database shows ERA on a 2/2/0 B/H/S ratio with an average target of $27.50 (take out Deutsche Bank and its $29.90). Paladin is showing 1/2/0 and $10.51.
http://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=2E8EFD…
Sieht alles sehr gut aus für unseren FVF-Wert.
hang loose
dgni
Ruhe ist wieder eingekehrt im "FVF"-Thread. Auch in Down Under ist der Aufregung der letzten Tage eine gewisse Ruhe und Gelassenheit gewichen. Back to normal, könnte man fast schon sagen.
SK um 5:21 pm 8,78AU$ (5,18€), -7ct, -0.8%, und das Volumen kann man mit 4,215,753 Stück auch wieder "normal" bezeichnen.
Einen interessanten Artikel über Energy Resources Of Australia Limited FPO (ERA) habe ich gefunden. Die Erklärung, dass durch einen Typhoon Wasser in die Mine gelaufen ist, hat, obwohl Typhoons keine "Besonderheit" in der Gegend sind, doch einen großen Einfluss auf den Kurs von ERA gehabt.
ERA Declares Force Majeure
FN Arena News - March 08 2007
By Greg Peel
While the uranium price has been heading north apace for the last two years, it was flooding at Cameco's Cigar Lake project in Canada that has forced the price to leap to the recent level of US$85/lb. Cigar Lake was expected to supply 10-12% of the world's uranium by 2010.
Energy Resources Australia's (ERA) Ranger mine in the Northern Territory supplies 10% of the world's uranium now. A week ago the NT was hit by Cyclone George. Heavy rain prompted a shutdown to mining operations.
Territory cyclones are hardly rare occurrences, and ERA suffered shutdowns last year under the same circumstances. Back then the company was able to meet its sale commitments through uranium loans and stock drawdowns. This time it's different.
This time the spot price is much higher, as the uranium market is extremely tight. Due to the long term contract nature of uranium sales, ERA is only averaging around US$22/lb for its ore. Were it forced to buy in uranium to make good on its contracts, ERA would be forced to pay at least US$85/lb and probably more.
Thus the company has declared force majeure, relieving it of such an obligation. Analysts all agree this is a sensible move.
The company has indicated that although it should have the mine back up and running within the week, the total effect will be a production level down 20-30% on the March quarter last year. Analysts have responded by reducing earnings forecasts accordingly, but no one has reduced target prices. The simple fact is that production might be reduced, but the only way for the uranium price to respond is another shift upwards.
ERA's contract customers will now be forced to go into the market, and uranium is extremely hard to find. The last auction trade a week ago – for 100kt at US$85/lb – was overbid by a significant volume at that price level.
This is good news for the likes of Paladin Resources (PDN), whose Langer Heinrich mine in Namibia has just commenced production. It's been a rollercoaster ride for the Paladin share price, as investors initially took profits above $10, and then started selling in earnest in this latest correction. The hardest hit stocks were those that had risen most dramatically, and Paladin found itself back in the sevens.
Closing yesterday at $8.85, one presumes another jump is on the cards. The ERA share price has suffered a similar ride, but will likely not be overly damaged by the production loss, given the force majeure and the likelihood of a higher uranium price. ERA closed yesterday at $24.60.
The FNArena database shows ERA on a 2/2/0 B/H/S ratio with an average target of $27.50 (take out Deutsche Bank and its $29.90). Paladin is showing 1/2/0 and $10.51.
http://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=2E8EFD…
Sieht alles sehr gut aus für unseren FVF-Wert.
hang loose
dgni
Antwort auf Beitrag Nr.: 28.171.938 von fritzwyn am 07.03.07 19:30:47hi Fritz
hast du dir schon mal die Aktien von diesem Unternehmen angesehen
--> Technoplast
Ich wuerde hier zum Shorten raten da mit Gewinnen in den naechsten Jahren nicht zu rechnen ist.
hast du dir schon mal die Aktien von diesem Unternehmen angesehen
--> Technoplast
Ich wuerde hier zum Shorten raten da mit Gewinnen in den naechsten Jahren nicht zu rechnen ist.
Hallo zusammen,
hier wieder etwas von den ASX-News zum Thema PDN und SMM:
Miners' struggle to reach Valhalla turns ugly
After the high ground … claims and counter-claims are flying.
Summit rejects Paladin, says upside bigger
Miners clash over Valhalla uranium deposit
Advertisement Jamie Freed
March 8, 2007
PALADIN Resources' $1 billion push for full control of the Valhalla uranium deposit in Queensland has degenerated into a nasty brawl with its target, Summit Resources.
The uranium miner was prepared to drag Summit before the Takeovers Panel until the smaller company found fit to clarify some issues raised in a letter to shareholders, released last Friday, urging them to reject Paladin's offer.
Some of the issues dealt with claims and counter-claims Summit and Paladin have lodged against each other over issues relating to their joint venture agreement over the Valhalla and Skal uranium deposits.
Summit alleges Paladin has made its offer now to avoid the risk of losing the litigation, which could effectively strip it of its interest in the Valhalla project. Paladin denies the allegation.
Paladin gained a 50 per cent stake in the Summit-operated project through its $175 million scrip acquisition of Valhalla Uranium last year. Valhalla was spun off from Resolute Mining in an initial public offering in late 2005.
Summit is arguing Valhalla's prospectus materially breached the joint venture agreement by disclosing particular information - information which Paladin claims was not a breach in the first place.
Summit said yesterday it issued Resolute with a notice of the breach within a month of the prospectus being released to potential investors.
This was not disclosed to the market at the time.
But Paladin noted yesterday Summit did not take court action until after it announced its offer for Valhalla, nine months after the alleged breach.
If the court finds there was a breach of the joint venture agreement, Summit would be entitled to buy Paladin's 50 per cent stake in the Valhalla project at 85 per cent of its market value - a sum of hundreds of millions of dollars.
Resolute has agreed to provide Paladin with an indemnity, capped at between $50 million and $75 million, in the event Summit's legal action is successful.
Paladin managing director John Borshoff said yesterday he thought that was "unlikely".
But Paladin has also filed a counter-claim against Summit, alleging it disclosed confidential information without authorisation under the joint venture agreement.
If Paladin's counter-claim succeeds, it would be entitled to purchase Summit's stake in Valhalla, also at 85 per cent of the market price.
hier wieder etwas von den ASX-News zum Thema PDN und SMM:
Miners' struggle to reach Valhalla turns ugly
After the high ground … claims and counter-claims are flying.
Summit rejects Paladin, says upside bigger
Miners clash over Valhalla uranium deposit
Advertisement Jamie Freed
March 8, 2007
PALADIN Resources' $1 billion push for full control of the Valhalla uranium deposit in Queensland has degenerated into a nasty brawl with its target, Summit Resources.
The uranium miner was prepared to drag Summit before the Takeovers Panel until the smaller company found fit to clarify some issues raised in a letter to shareholders, released last Friday, urging them to reject Paladin's offer.
Some of the issues dealt with claims and counter-claims Summit and Paladin have lodged against each other over issues relating to their joint venture agreement over the Valhalla and Skal uranium deposits.
Summit alleges Paladin has made its offer now to avoid the risk of losing the litigation, which could effectively strip it of its interest in the Valhalla project. Paladin denies the allegation.
Paladin gained a 50 per cent stake in the Summit-operated project through its $175 million scrip acquisition of Valhalla Uranium last year. Valhalla was spun off from Resolute Mining in an initial public offering in late 2005.
Summit is arguing Valhalla's prospectus materially breached the joint venture agreement by disclosing particular information - information which Paladin claims was not a breach in the first place.
Summit said yesterday it issued Resolute with a notice of the breach within a month of the prospectus being released to potential investors.
This was not disclosed to the market at the time.
But Paladin noted yesterday Summit did not take court action until after it announced its offer for Valhalla, nine months after the alleged breach.
If the court finds there was a breach of the joint venture agreement, Summit would be entitled to buy Paladin's 50 per cent stake in the Valhalla project at 85 per cent of its market value - a sum of hundreds of millions of dollars.
Resolute has agreed to provide Paladin with an indemnity, capped at between $50 million and $75 million, in the event Summit's legal action is successful.
Paladin managing director John Borshoff said yesterday he thought that was "unlikely".
But Paladin has also filed a counter-claim against Summit, alleging it disclosed confidential information without authorisation under the joint venture agreement.
If Paladin's counter-claim succeeds, it would be entitled to purchase Summit's stake in Valhalla, also at 85 per cent of the market price.
Trading Spotlight
Echt der Hit..das hier täglich 8 Mio. Stücke gehandelt werden...
Antwort auf Beitrag Nr.: 28.171.783 von fritzwyn am 07.03.07 19:22:34So liebe Leute, ich werde langsam ins Bettchen gehen, wir haben hier in Beijing schon wieder 2h30 Morgens !! Die letzten Tagen haben mir wirklich den Schlaf geraubt 
Auf steigende Kurse gleich in Ausiland !!
Auf steigende Kurse gleich in Ausiland !!
Hallo Ihr Süßen...hatte heut noch gar keine Zeit für euch...aber jetz gibts den RT-Chart.....muss schon sein...gell
Ich bin jetzt bald DYL Hauptaktionär wenn das so weitergeht..mit den Zukäufen.
X- RAMBO ....schau mal wo wir am Montag waren.....
Ich bin jetzt bald DYL Hauptaktionär wenn das so weitergeht..mit den Zukäufen.
X- RAMBO ....schau mal wo wir am Montag waren.....
Antwort auf Beitrag Nr.: 28.171.372 von XRambo am 07.03.07 19:04:33Hallo XRambo,
Wenn die verzweiflung kommt, immer dran denken, wir haben es hier nicht mit einer "Wuerstchenbude" oder wie 2000 / 2001 mit dot com internet Firmen zu tun. Hier steckt Substanz darhintern. Wir haben eine Mine die produziert (Namibia) und die 2 te die ca. ende 2008 in Produktion gehen wird (Malawi) Was soll hier schiefgehen ??? Da muss der Uranpreis schon auf 20 US $ zurueckfallen
Wenn die verzweiflung kommt, immer dran denken, wir haben es hier nicht mit einer "Wuerstchenbude" oder wie 2000 / 2001 mit dot com internet Firmen zu tun. Hier steckt Substanz darhintern. Wir haben eine Mine die produziert (Namibia) und die 2 te die ca. ende 2008 in Produktion gehen wird (Malawi) Was soll hier schiefgehen ??? Da muss der Uranpreis schon auf 20 US $ zurueckfallen
ist ja ok, nur gehts seit 2 wochen so - canada drückt jedesmal den kurs runter.
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13.11.23 · Der Finanzinvestor · Cameco |
