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    Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 116)

    eröffnet am 05.11.07 18:05:45 von
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     Ja Nein
      Avatar
      schrieb am 07.12.11 23:16:45
      Beitrag Nr. 3.327 ()
      New REE Discovery at Mount Muambe - 4.1% TREO over 16m :)

      http://www.stocknessmonster.com/news-item?S=GBE&E=ASX&N=5706…" target="_blank" rel="nofollow ugc noopener">
      http://www.stocknessmonster.com/news-item?S=GBE&E=ASX&N=5706…

      Globe’s Chief Geologist - David Tullberg commented, “Mount Muambe continues to deliver exciting new REE discoveries. Regional exploration targets identified during our 2010 reconnaissance work are now delivering significant REE drill intercepts from surface. Of particular note, these intercepts are reporting considerable grades of the highly sought after heavy rare earth element (HREE) - dysprosium. With the 2011 drilling program now complete, the Company looks forward to a strong flow of positive news in the coming months.”
      Avatar
      schrieb am 02.12.11 17:23:32
      Beitrag Nr. 3.326 ()
      Gedankengänge auf HC

      --------------------------

      After watching GBE for a few months, I am in. I still cannot believe someone sold me some at 14.5 cents.

      Current prices are a rare risk/reward. The last time I saw this sort of opportunity was in the GFC where some juniors were trading below their cash positions.

      In GBE's case, they are are rare 'junior' in that they are sitting on a large pile of cash, have a quality project in a commodity that is in deficit and are backed by serious Chinese money. A fair price is at least double if not triple the current price, whatever your macro view of the market.

      Even if there were to be a Europe-led crash, GBE would still be in a very strong position - to buy up distressed assets, to buyback their own shares... the cash gives them options, and the Niobium project, (and their other exploration) gives them a known growth path.

      I just cannot see much downside at current prices when GBE is already WELL below cash backing, and have a valuable project that the Chinese value highly. This is a massive 'margin of safety' as Buffett would describe it.

      This is a sleep easy investment. Buy it, put it in the bottom draw, and EXPECT significant growth from the current silly prices.

      A no-brainer.

      In the interests of balance, it is probably worthwhile stating what negatives there are about GBE and its likely share price performance:

      - it is entirely possible that GBE timeframes are longer than the market's shorter-term focus. The share price could stagnate right up until the BFS.
      - In a weak market, even strong drilling results can see a small bounce, and then the price returns to prior levels
      - With the Chinese having such a strong share holding, this may be viewed as a negative. There is little possibility of a takeover and so GBE and ECE are in it for the long haul.
      - the cash position will come back as money is spent on exploration and corporate overheads. So whilst there is a significant gap between the cash position and the mcap, that gap will narrow over time.

      Even these points notwithstanding, I still think the downside is minimal, and a moderate amount of upside is highly likely and over a longer timeframe a significant amount of upside is also likely.

      ECE thought GBE was worth 3 times it current price, hence their investment. I tend to agree.
      Avatar
      schrieb am 30.11.11 17:40:35
      Beitrag Nr. 3.325 ()
      Bleak rare earths outlook for mines, shareholders, says Lifton
      by: Robin Bromby From: The Australian November 30, 2011 1:01PM



      JUST so you know, Australia doesn't have a bright future as a producer of rare earths.

      At least that is the opinion of a leading expert on the subject of the 17 elements that make up this very small but vital metals sector.

      Quite a few mining companies in Australia would, however, beg to differ.

      The work of Illinois-based Jack Lifton, a principal of Technology Metals Research and long regarded as one of the more knowledgeable commentators on the rare earths question, doesn't make happy reading for those holding shares in Australian companies hoping to get into the business.

      In his latest paper, he even makes the point that the country’s front-runner, Lynas Corp (LYC), still has hurdles to jump. Moreover, he rates only one other Australian company, Alkane Resources (ALK), with its Dubbo project, as likely to be a survivor by 2015.

      ...Otherwise, if you look down the list of the six likely survivors, it seems that only North American companies will be viable four years from now. This will come as a surprise to shareholders in a number of operations. After all, Arafura Resources (ARU) is well advanced, Northern Minerals (NTU) looks as if it's really on to something with its heavy rare earths suite and Hastings Rare Metals (HAS) is following that trail, too, while Globe Metals & Mining (GBE) and Peak Resources (PEK) have made impressive progress in East Africa. Then there’s Krucible Metals (KRB), which has to remove overburden to get at its Queensland phosphate beds - except that this overburden contains good grades of the very valuable rare earth, yttrium. There are other good Australian stories, too.

      However, it is important to stress that the rare earths enthusiasm has gone too far and people like Lifton are right to introduce a solid dose of reality from time to time.

      Even by 2015, at its most optimistic, the entire global demand will amount to 170,000 tonnes a year of rare earths. Yet there are more than 300 exploration projects around the globe for a market that is at present being largely satisfied by one exporter, China. There will be room for only a handful of producers outside China. Lifton is right on that; where some might take issue is with his assumption that it will be largely a US/Canada story.

      But back to Lynas.

      The company is vying with Molycorp in California to get into production. That was meant to happen this year, but then there were the protests against its Malaysian treatment plant.

      Both companies will be dominantly producing the less valuable light rare earths.

      Lifton argues that both companies could be in full production by 2014 (as opposed to initial output sooner). This will ensure the continuing over-supply of the light rare earths (lanthanum and cerium particularly). In addition, China is operating at less than one-half of its existing mining capacity; if they were to ramp up output of the lights, they and Lynas/Molycorp would see prices kept well down.

      But Lifton sees problems for the non-China producers if there is over-supply. These companies have large, fixed costs of operation. "Any inability to sell all they can produce may be fatal to their survival in the face of a market that is not as large as it is held out to be," he added.

      "If either is to survive, this will be if - and only if - the Chinese do not again ramp (up) by (light rare earth) production targeted for the export market," says Lifton. However, this could be offset - and Lynas and Molycorp helped - by restoration in the US of the largely shuttered rare earth processing industry, but he sees the countries most likely to be stockpiling the elements as China, Japan, South Korea, India, the European Union and the US.

      With regard to heavy rare earths, the only potential Australian survivor named by Lifton is Alkane - and that is because it can produce rare earths at lower cost because of the by-product factor. (Alkane plans to mine the speciality metals zirconium, hafnium and niobium along with rare earths.)
      Avatar
      schrieb am 30.11.11 16:16:35
      Beitrag Nr. 3.324 ()
      Antwort auf Beitrag Nr.: 42.411.275 von saltamonte am 28.11.11 22:54:57
      Ich hatte ja mal andernorts angefragt ob Ihr Erfahrungen mit "exotischen Devisenspekulationen" habt -Mozambique hatte ich da an zweiter Stelle im Sinn. ;)

      In Botswana und Mozambique geht m.E.n. gerade(in Relation zu davor/nationalem Aufkommen) ein gewaltiger Resourcen/Mining-Boom ab.


      War aber jeweils nur eine Grundüberlegung(eventuelle Option, Idee abklopfen/"zusammenschustern") -habe nix gemacht(21.5% Aufwertung(für eine Währung!!!) ist schon nett :eek: :eek: ).
      Zeigt mir aber erstmal dass "der Grundgedanke exakt richtig sein könnte"

      Gruß
      P.
      Avatar
      schrieb am 30.11.11 11:29:32
      Beitrag Nr. 3.323 ()
      2011 Annual General Meeting Results

      http://www.stocknessmonster.com/news-item?S=GBE&E=ASX&N=5695…

      Anscheinend verhält sicht ECE neutral, mit seiner Voting Power von 118 Mio. Shares, und beeinfußt nicht die Abstimmungsergebnisse.

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      Avatar
      schrieb am 30.11.11 10:35:22
      Beitrag Nr. 3.322 ()
      While our share price continues to feel the impacts of the volatile global economy, financially the
      Company is in an extremely cash-rich position, being debt free and with AU$42m cash at bank. Globe is
      currently sitting in a prime position, side by side, with the Chinese Government during a commodities
      boom.

      ECE continues to be impressed with the progress of exploration since the formation of our partnership,
      and we are committed :eek:to taking the Kanyika Niobium Project through to final feasibility, construction,
      development and production.
      The year ahead should present shareholders with a clear path to
      production – no longer a concept.
      Avatar
      schrieb am 30.11.11 06:53:09
      Beitrag Nr. 3.321 ()
      2011 Annual General Meeting - Chairman’s Speech

      Globe Metals & Mining (“Globe” or “the Company”; ASX: GBE) is pleased to attach Chairman Yi Shao’s address to shareholders, to be delivered at Globe’s Annual General Meeting on 30 November 2011.

      Yi Shao, Chairman

      Good morning ladies and gentlemen. My name is Yi Shao – I am the Chairman of Globe and also the Director General of the East China Mineral Exploration and Development Bureau, otherwise known as ECE. Welcome to the 2011 Annual General Meeting of Globe Metals & Mining Ltd.
      Before I go any further, I would like to introduce our Board of Directors. To my right we have Mark Sumich – Managing Director, Julian Stephens, Peter Stephens, Jingbin Tian and Shasha Lu.

      During the year we announced the retirement of Mr David Sumich, Mr Youyu Zhang and Mr Jianrong Xu. This change was in line with the Company’s strategy of reducing board size, and objectives driven by Globe’s partnership with ECE. The Board wishes to thank both Mr Xu and Mr Zhang for their contribution to the Company, and in the case of Mr David Sumich, a founding Director and previous Chairman of Globe, his strategic advice is greatly missed.
      Next to Shasha Lu is, our Chief Financial Officer and Company Secretary, Brad Wynne. In the room we also have members of our core management team; would you please stand as I introduce you. Les Middleditch – Project Manager, Kanyika; David Tullberg – Chief Geologist; and Skye Gilligan – Marketing Manager.
      It has been approximately seven months now since my appointment to Chairman and I wish to assure you of the strength of the strategic partnership held between ECE and Globe.
      Our Board holds a shared vision for growth, bringing together African resources, Asian capital and Australian expertise. Africa is the central axis of a great commodity boom. Africa hosts some of the world’s most vast and highest grade mineral deposits, while China is the number one consumer and financier of these deposits.
      The Board’s ambition is to transition to a mid-tier exploration and production company over the next three years. We intend to achieve this objective via a disciplined growth strategy, which focuses on accelerating the development of our core operations and the acquisition of advanced African assets - we are by no means limited to our current project portfolio.
      Since the 2011 Annual Report was published, Globe has made several significant announcements including our recent acquisition of the high-grade titanium-vanadium-iron Memba Project in Mozambique.

      This Project signifies the commencement of Globe’s growth strategy and is also representative of the
      opportunistic exploration possible in that part of the country. Globe is well established in Mozambique –
      we see the region as extremely prospective, which is indicative of our recent opening of a third regional
      office located in Maputo, the capital of Mozambique.
      While our share price continues to feel the impacts of the volatile global economy, financially the
      Company is in an extremely cash-rich position, being debt free and with AU$42m cash at bank. Globe is
      currently sitting in a prime position, side by side, with the Chinese Government during a commodities
      boom.
      ECE continues to be impressed with the progress of exploration since the formation of our partnership,
      and we are committed to taking the Kanyika Niobium Project through to final feasibility, construction,
      development and production. The year ahead should present shareholders with a clear path to
      production – no longer a concept.
      I believe our major competitive advantage is the quality of our project portfolio which targets specialty
      metals and supply constrained commodities. All of the specialty metals within Globe’s portfolio are used
      in advanced and green technologies, and the global demand for them is only increasing.
      During the year, we significantly advanced our drilling programs in Malawi and Mozambique. This
      financial year we have significantly progressed drilling activity at our two very exciting rare earth projects
      – Mount Muambe and Machinga.
      Of note is our Mount Muambe Fluorite - Rare Earth Project, which continues to return some of the most
      exciting results to date. We have achieved a phenomenal amount of drilling at Muambe and are on track
      to reach 10,000m by the end of this calendar year. Once completed, we will have a fantastic database
      and body of chemistry with which to evaluate next year’s exploration strategy and develop our
      preliminary resources.
      On behalf of the Board, I would like to thank our employees, contractors and consultants for their
      ongoing diligence in meeting our corporate objectives. I would also like to thank you for your ongoing
      support and belief in Globe’s story.
      I look forward to providing you with further exciting results during the next financial year
      Avatar
      schrieb am 28.11.11 22:54:57
      Beitrag Nr. 3.320 ()
      Globe achieves 51% project milestone at Mount Muambe
      Globe Metals & Mining (“Globe” or “the Company”; ASX: GBE) is pleased to announce it has met the 2nd year obligations under the joint venture agreement with Bala Usokoti Lda, and is now the beneficial owner of a 51% interest in the Mount Muambe Project in Mozambique.
      To achieve a 70% interest in the Mount Muambe project, Globe needs to deliver a resource to JORC standard within the next twelve months. As previously announced to the market on 17 November 2011, Globe expects that its current extensive drilling program will enable a resource to be delivered and announced to the market during Q1 2012.

      http://www.asx.com.au/asx/research/companyInfo.do?by=asxCode…



      hmm, zumindest vorbörslich steht jetzt mal ne recht grosse kauforder bei 17 audcent - mal sehen obs ein "fake-teaser" ist.

      andererseits, mosambik scheint ein aktueller hotspot zu sein mit einer bärenstarken währung...
      http://www.ftd.de/finanzen/maerkte/anleihen-devisen/:devisen…
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 24.11.11 07:09:08
      Beitrag Nr. 3.319 ()
      Antwort auf Beitrag Nr.: 42.392.189 von Reiners am 24.11.11 06:57:32BAU notiert auch bei 14 audcent mit 22,5 audcent cash.

      Man fragt sich, wer auf diesen Niveaus überhaupt noch Aktien verkauft
      Avatar
      schrieb am 24.11.11 06:57:32
      Beitrag Nr. 3.318 ()
      Übrigens wird die Bewertung von Globe immer absurder.

      14 audcent bei 19,5 audcent cash und mittlerweile 6 Projekten.
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.
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      Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten