Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 101)

[Reiners]

Mit heute hat Globe wohl ca. die erste Mio. der insgesamt 10 Mio. vom Markt gekauft.

Der beauftragte Makler agiert sehr geschickt.

Hätte nicht gedacht, dass es noch soviele Verkäufer zu diesen lächerlichem Preis, von 14 audcent, geben würde.

[Reiners]

Zum (Schwester)unternehmen Arafura, nur zur Info

ECE zahlt für ca. 45 Mio. Aktien 9,9 Mio. A$ und hält damit wieder fast 25% an ARU.

http://www.asx.com.au/asxpdf/20120619/pdf/426x3t5ns15zjk.pdf

[Reiners]

Weitere 400.000 am Freitag vom Markt genommen.

Kurs kommt trotzdem nicht vom Fleck. Aktuell 14 audcent

Immer noch Verkaufer. Vielleicht ja wegen Tax Loss Selling in Australien bis zum 30.6.2012.

[Reiners]

Antwort auf Beitrag Nr.: 43.292.054 von ELLIPIRELLI1 am 17.06.12 13:56:04

Wird hier von einem maximalen Durchschnittspreis gesprochen oder bezieht es sich auf die einzelne aktie?

Die einzelne Aktie darf nicht über 23 cent gekauft werden.

[Xanus]

Antwort auf Beitrag Nr.: 43.292.101 von saltamonte am 17.06.12 14:46:38

Wie auch immer, ich bin seit 2008 investiert und der große Wurf ist mir mit dieser Aktie noch nicht gelungen, aber vielleicht kommt hier mal irgendwann die Bewegung rein, die diese Aktie auch verdienen würde, Cash-MK, da gibt es ja noch Potential nach oben

ansonsten wünsche ich uns allen hier noch viel Erfolg und auch vielen Dank an die Reiners und Konsorten, die hier immer wieder für eine tolle Faktenlage sorgen

lg

[saltamonte]

Antwort auf Beitrag Nr.: 43.292.054 von ELLIPIRELLI1 am 17.06.12 13:56:04

meine sichtweise...
das sharebuyback bis 23audcent ist ein sogenanntes 10/12 programm (max 10% der ausstehenden aktien - max 12 monate) ist freiwillig also "KANN" wenn überhaupt und "kein MUSS".
wird üblicherweise durch einen beauftragten broker abgewickelt, welcher günstig einkaufen soll und nicht unbedingt kurstreibend. ausserdem ist man an das 5/5er limit gebunden. durchschnittskurs letzte 5 tage - maximal 5% drüber. also nicht wundern wenn der kurs kurzfristig nicht das macht was man erhofft.

ps: aussie geschäftsjahr ende juni... tax-loss verkäufe möglich

[ELLIPIRELLI1]

Antwort auf Beitrag Nr.: 43.291.302 von Reiners am 16.06.12 21:52:56

Nachdem nun globe sein rueckkaufprogramm begonnen hat und den aktienpreis offensichtlich nicht sofort hochpruegelt, stelle ich mir die frage wie das mit den 23 cent zu verstehen ist.
Wird hier von einem maximalen Durchschnittspreis gesprochen oder bezieht es sich auf die einzelne aktie?
An dieser stelle nochmal dank an reiners der mich 2009 zum umwandeln von cce zu gbe bewogen hat. Bin sehr gluecklich mit diesem Investment und freue mich immer noch zu diesen unglaublich guenstigen Konditionen weiter aufstocken zu koennen.

[Reiners]

Aktienrückkauf hat begonnen.

Die ersten 200.000 Stücke.

[Reiners]

EIA Submitted for Public Comment - Kanyika Niobium Project

Globe Metals & Mining (“Globe” or “the Company”; ASX: GBE) is pleased to announce that the main Environmental Impact Assessment (EIA) for the Kanyika Niobium Project was submitted for public review in May 2012. A number of meetings were held with key stakeholders in Malawi and the EIA was well received by all participants. Follow-up meetings held with Malawian Environmental Affairs Department (EAD) were very positive, and approval is anticipated in November 2012.

The EIA public review period will extend to 9 July before incorporation of public comments and submission to the EAD in late July. An EIA covering the access road to the site was submitted in February and the EAD have recommended the project for approval. The road will be part of the Project early works program carried out in 2013.

A copy of the EIA report can be found here: http://bit.ly/OxtMW4

[Reiners]

Globe lights up in mining’s gloomy world
13 June 2012

FOR those of brave persuasion who haven’t given up entirely or been forcibly institutionalised, Globe Metals & Mining looks an interesting little play in the exotic and completely opaque world of metals you can neither pronounce nor picture. Reassuringly though, the word is this rare earths company is firmly sticking to the basics when it comes to its overriding strategy – making shareholders money!

Earlier this month the company came out with some eye watering drill results from its Mount Muambe rare earths-fluorite project in Mozambique.
Well at least that’s how some who claim to understand such things describe the drill hits – to most of the rest of the world including standard resource sector investors, they look like little more than googly goop.

Naturally the market was completely unmoved. (Clearly a company could almost announce the discovery of a mountain of pure gold and struggle not to be sold down given current sentiment – though if said-mountain was graphite it could enjoy a little bit of a run no doubt!).

Anyways, the pertinent points for those still interested are said to include the following:

- It is early days (ie, the standard caveat emptor), but a case can apparently be made for a resource of about 30-odd million tonnes for each of the three zones thus far drilled – with plenty more anomalous zones to still be drilled.

- As a headline comparison on a resource and enterprise value basis, it has been suggested one could look at the admittedly far more advanced Arafura Resources, which this month reported a 47Mt resource, half of which is in the measured and indicated category. Arafura has a current enterprise value of about $A55 million, though it was worth five-times that amount 12 months ago – and eight-times, 15 months ago. Globe this week had an enterprise value of about $A30 million.

- Another headline comparison could be made with Peak Resources, with Globe-bulls suggesting Globe should notionally be worth double its current value if its currently expected resource is confirmed over the months ahead.

- Metallurgically, Mount Muambe could be good given it features fresh rock without indications of clay. If the non-existence of common contaminants like uranium and phosphate is confirmed, that will be another tick in the easy flowsheet check list. Again, it’s very early days, but a relatively simple flow sheet can’t be ruled out on what has been seen to date.

- In any case, Globe has no intention of doing this project off its own bat, Arafura-style (historically at least). Processing and marketing are the killers in the rare earths space, with the IP (and supply and demand) overwhelmingly residing in China – and to China is where Globe will look. It is, as they say, better to ride the dragon than fight the dragon.

- Mount Muambe is very close to both power and transport infrastructure.

- It is extremely early days.

Corporately, the aim is to spin Mount Muambe into a separate vehicle this year and release a maiden resource early next year.

An entitlement issue is seen as a possibility for Globe investors, thus enabling them to retain exposure to the project when the new rare earths company raises the funds it needs to continue work at Mount Muambe. Globe, it is said, wants to make as much of the fund raising in-house as is possible – though market conditions will of course be the ultimate arbiter on all spin-out plans and timeframe.

Meanwhile, Globe’s current flagship project, the Kanyika niobium project in Malawi, will also need major financing in late 2013. A listing in Canada would appear on the cards, given well known IAMGOLD has a niobium project (with similarities to the planned Kanyika development) generating earnings (EBITDA) of $C70-80 million per annum.

The splitting of the projects into separate vehicles will give investors the choice of a pure exposure.

And exposure to hopefully ensure they get the exposure they truly covet – exposure to major share price appreciation!