Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 127)

[Fritz777]

Haben die den kein Telefon?

Gruß Fritz

[typeonegative]

Antwort auf Beitrag Nr.: 42.000.792 von DIE_GERECHTIGKEIT am 25.08.11 11:58:37

Wenn der Kurs in Australien gemacht wird, dann wird ihm das auch kurzfristig nicht viel helfen. Glaube auch eher, dass sich hier Makler verständigt haben.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 42.000.728 von Reiners am 25.08.11 11:51:04

Nichts, worüber man sich Gedanken machen sollte. IMO Vermutlich hat sich nur jemand mit Globe verzockt und möchte sein Depot kurzfristig optisch "tunen"..

[Reiners]

11:29:49 Kurs 0,138 Stücke 15 Euro 2
10:01:44 Kurs 0,14 Stücke 20.000 Euro 2.800
08:01:49 Kurs 0,142 Stücke 10 Euro 1



Jetzt ein Handel 15 Stücke zu 2 Euro.

Sind das irgendwelche Signale ?

Bei den Amis gibt es das ja anscheinend auch mit den 100, 200, 300, 400 und 500 Kleintrades.

[Reiners]

Die Umsätze sind wieder wahnsinnig hoch heute in Deutschland.

1 Euro, sprich 10 Shares bis jetzt gehandelt.

So ein 1 Euro Trade macht ja auch Sinn, bei 10 bis 20 Euro Bankgebühren.

[Reiners]

Von der Homepage.

Ferro-niobium price stability benefits Malawi project, says Globe

By: Brindaveni Naidoo

Published: 7th June 2011

JOHANNESBURG (miningweekly.com) – The price stability of
ferro-niobium (FeNb), coupled with the compound yearly growth
forecast for FeNb of 10%, would significantly benefit ASX-listed
Globe Metals & Mining’s Kanyika niobium project, in Malawi, the
company said on Tuesday.

“The price stability could result in an unprecedented degree of
cash flow predictability, and the level of pricing predictability
gives the company an additional level of comfort in relation to
its ongoing investment in the Kanyika niobium project,” it
stated.

Since 2007, and throughout the global financial crisis, the
benchmark contract price for standard-grade Brazilian FeNb
increased steadily from between $35/kg and $40/kg to $41/kg.
Spot prices moved within a small band around the benchmark,
and account for less than 5% of volumes.

Further, Toronto-based mining and exploration company Iamgold’s forecast also pointed to niobium consumption increasing at about double the rate of steel over the past 10 years, as the number of steel products using niobium, and the amount of niobium used, increased markedly.

But, given the 10%-plus forecast growth rate for niobium (Nb), both the 5% market share and the six months of market growth figures would be smaller when Kanyika comes into production in 2014.

The current size of the niobium market is 60 000 t/y of Nb and 90 000 t/y FeNb. Production from Kanyika is estimated at 3 000 t/y of Nb metal and 4 500 t/y of FeNb, which is 5% of the current market total, or equivalent to six months of market growth.

Globe’s financial projections for the Kanyika project pointed to a FeNb price of $44/kg, which is close to the current spot price for Chinese “60-B” FeNb of 225 000 Rmb/t to 230 000 Rmb/t, which equates to $44 to $45/kg Nb metal contained.

60-B is the volume Chinese FeNb product produced from a relatively high-purity niobium oxide prior to final alloying, and consequently has fewer impurities than the standard grade Brazilian FeNb (alloyed directly from concentrates).

Globe’s flow sheet would include the production of niobium oxide as an intermediate step in the production of FeNb, as the Kanyika deposit has significant amounts of tantalum and uranium.

“These commodities are important to separate to realise the full economic benefits from the deposit,” the company said.

Globe said it would produce a cleaner FeNb product with fewer impurities, and it is expected that the FeNb would sell at a small premium to standard grade FeNb.

Iamgold increased its long-term FeNb price forecast to $45/kg, which is for standard-grade FeNb.

Meanwhile, China’s share of the FeNb market is estimated at between 25% to 30%, and its share of growth at least 50%. Globe said its strategic relationship with East China Minerals Exploration and Development Bureau (ECE), which is the largest shareholder in Globe, positioned the company well to access this important market.

In April, the company entered into a strategic partnership with ECE, a Chinese State-owned enterprise with extensive mining operations in China and internationally.
lobe

Globe is an African-focused resource company, specialising in rare metals such as niobium, tantalum and rare earths, as well as other commodities including fluorite, uranium and zircon.

[Reiners]

Von HC:

Leejov, i can sense you are very angry and frustrated with the "SHARE PRICE".I'm not sure if Management can substantially affect share price?, only investors and traders affect share price. I don't think any one is happy with the share price. In a perfect world the share price would reflect the true value of the stock, however this is the real world and other forces affect the share price. One of those being sentiment. If blue chip shares are getting sold off, you can expect that stocks like GBE will be sold off even harder.

I think for all investors it is important to distinguish between the share price and the fundamental value of a company. These two things do not always match. This is exactly the case now. Does a poor share price reflect a poor company - maybe? but not necessarily.

If you are a trader share price is paramount - every day. and probably the only thing that really matters.
If you are an investor and look at the fundamentals of the company, cash in the bank, projects, assets, they are the real things behind the company. I suspect at the moment these are being ignored in the share price, does this mean they are not there - you decide.

I prefer not to post speculation and post facts. we all can see what the share price is. I ask the following questions:

Does GBE have Cash - Yes
Does GBE have projects - yes
are they progressing the projects - Yes
Have the results of any drilling so far on projects been negative - No most have been pleasant surprises
Do we have a JORC at Kanyika - yes
Do we have 4 MOU's for Kanyika - Yes
Do the chinese have contacts to help with the funding of building Kanyika - Yes
Do we have sufficent funding to not require any further capital raising in the forseeable future - Yes

To me GBE is in good shape. (the company the assets, the projects the real stuff.) Is the share price in the toilet? -sure seems like that.

Particularly when the value of the company based on share price is less than the cash that is in the bank.
The question is will it stay like that forever? that is for each individual to answer.. I would like to think that at some point investors will have the confidence to move back into this stock and more the share price to more closely reflect the real value of the company.

[Popeye82]

Achso

Zitat von Popeye82: Eventuell extrem.

nehmen wir mal an 10% von Denen haben im Durchschnitt Aktien im Wert von 10.000$(der Rest exakt 500), wäre man schon bei einem Gesamtanteil von >5%. Nur mal so zum Einfluss von "ein paar größeren Aktionären darunter".

Gruß
P.

[Popeye82]

Antwort auf Beitrag Nr.: 41.987.663 von sliceanddice am 22.08.11 23:42:12

So unwahrscheinlich ist es meiner Ansicht nach gar nicht. Nimmst Du die mal 1.400 bist Du schon bei >1.7%. Geht man davon aus, dass einige davon wesentlich mehr(als die 500$) halten, dürfte das den Gesamtanteil wahrscheinlich auch noch ordentlich erhöhen. Eventuell extrem.


Um zu Deiner Frage zu kommen: Ich denke ja.

Gruß
P.

[sliceanddice]

Ich habe Globe in 3 unterschiedlichen Depots, alle 3 über 500 Dollar wert. Bin ich für Globe damit 3 von 1400 Großanlegern?