Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 28)

[sliceanddice]

Was ist das? Meine Depotleiche lebt ja noch! Ok, sie zuckt nur ein wenig. Aber zucken deutet ja - sofern nicht fremderregt - auf Spuren von Leben hin. Ich hatte Globe gedanklich schon lange als Totalverlust abgeschrieben. Sollte daraus tatsächlich nochmal was werden? Wäre ja schön :-D

[Karlshof6a]

Ein paar Dinge sollte man sich bei diesem Investment immer wieder vor Augen führen. Der Preis von Niobium ist seit ca. 10 Jahren (2010) auf einem sehr stabilen Niveau von 40 $/kg. Der Preis von Tantalum liegt bei über 500 $/kg.
Noch interessanter sind allerdings die nicht allseits bekannten Anwendungen für hochfeste und rostfreie Stähle zum Beispiel für Pipelines, Turbinen, Smartphones oder PCs. Großes Potential gibt es m. W. auch in der Verwendung von Niobium und Tantalum bei der Herstellung von Lithium-Ionen-Akkkus für die Elektro-Mobilität.
Der Bedarf dieser Metalle wird somit eher stark steigen bei einer sehr überschaubaren Anzahl von Anbieter, die zudem oft in chinesischer Hand sind. Hier gibt es m. E. eine echte Chance, die sich nicht alle Tage bietet. Der kleine Rücksetzer der letzten Tage scheint zudem fast ausgestanden zu sein...

[ralli9999]

Ein Blick noch auf den Kurs von GBE und ein Vergleich zu SVM und Mkango:

Der Kurs kommt von einem ATH von 1,09 AUD und ATL von 0,009 AUD.



Dazwischen liegen nun fast 14 bewegte Jahre, in denen einiges passiert ist und zuletzt viele Jahre so gut wie nichts, außer das, bis auf Kanyika, alle Projekte gecancelt wurden.

Und: Der Kurs auf unterirdische Niveau's fiel bzw. gebracht wurde und die Aktien in dieser Zeit bei wem auch immer gelandet sind. Das ATL lag kurioserweise erst im 1. HJ 2020 und mit Beginn des 2. HJ 2020 begann der Anstieg.

Letztlich bot das Kurs-Niveau, über die Jahre und trotzallem, jedem interessierten Möglichkeiten einzusteigen und bis hierher zu halten. Man könnte auch sagen: Stillhalter!

Damit ist es nun offenbar endgültig vorbei, denn anders ist Alistair's allererster Einstieg sowie sein heutiger Nachkauf nicht zu erklären.

Schaut man sich den Kurs von Mkango an, der bei auf aktuell umgerechnet über 0,30 AUD liegt und "hochgezogen" wurde und den von Sovereign, der heute auf 0,40 AUD stieg, ist für den GBE-Kurs noch sehr viel Luft und Potential nach oben.

Zumal GBE kurz vor der ML stehen könnte/sollte, wovon man bei den beiden zuvor genannten noch nicht unbedingt ausgehen kann.

[ralli9999]

Antwort auf Beitrag Nr.: 66.392.891 von Karlshof6a am 12.01.21 08:35:17

Das war sicher eine gute Entscheidung, denn mehr werden die 102m frei verfügbaren Aktien bekanntlich (vorerst) nicht, aber stetig mit Sicherheit deutlich teurer.

Und zudem interpretiere ich Alistair's heutigen Nachkauf über 200k zu 5,5c (auf jetzt 1.2m Stück) als eindeutig.

[Karlshof6a]

Antwort auf Beitrag Nr.: 66.371.915 von ralli9999 am 10.01.21 16:39:49

Auf diese guten Nachrichten habe ich gleich nochmal 100k nachgelegt. Meines Erachtens werden die frei verfügbaren Aktien bald knapp werden. Die meisten sind in festen Händen mit großer Stückzahl....

[ralli9999]

Meine Gedanken und Ausblick zum Mining in Malawi 2021 und insbesondere dem KNP

Die Wirtschaft in Malawi benötigt definitiv und dringend neue Impulse um nicht komplett von anderen afrikanischen Nationen und auch unmittelbaren Nachbarn abgehängt zu werden. Im extremen Fall in der Bedeutungslosigkeit zu verschwinden.

Daher muß dem Minensektor eine wichtige Bedeutung beigemessen werden, was Grain Malunga in seinem Dokument (auf Academia.edu) von der Regierung einfordert.

https://www.academia.edu/44772337/THE_MINERALS_SECTOR_IN_MAL…

Ich bin überzeugt, daß dies in 2021 von der Regierung realisiert wird.

Daher gehe ich auch von einer großen Unterstützung der Regierung bei den anstehenden großen Minenprojekten aus.

Es wird in 2021 mit Globe Metals beginnen. Die Regierung wird hier gegenüber allen Beteiligten zeigen müssen, daß es ihnen ernst ist, die Wirtschaft in Schwung zu bringen und den Grundstein für wirtschaftliches Wachstum im Minensektor zu legen.

Dabei wird es für die Regierung darauf ankommen, sich aktiv einzubringen und auch die Bevölkerung, wie in Kanyika, von der Notwendigkeit derartiger Projekte, gemeinsam mit den Unternehmen, nicht nur zu überzeugen, sondern auch mit allen Beteiligten sämtliche Voraussetzungen und das erforderliche Umfeld für erfolgreiche, langjährige Wachstumsprojekte zu schaffen.

Daher erwarte ich von der Regierung bereits für das kommende Meeting mit der Community und vielen anderen, sowie für noch alle offenen Punkte und Fragen mit der Community, die größte Unterstützung, um das Projekt in Kürze für Kanyika, für die Region und für Malawi an den Start zu bringen, indem auch zeitnah die Minenlizenz gewährt wird.

Ich bin sehr zuversichtlich das alles positiv verlaufen wird und das KNP endlich Realität wird.

Und Alistair, mit seinem Aktienkauf am ersten Börsentag im neuen Jahr, ganz offensichtlich auch.

Denn wer anderes wüßte besser über alles Bescheid, könnte die gesamte Situation besser kennen und einschätzen, wenn nicht Alistair!

[Karlshof6a]

Ein frohes neues Jahr an alle Fans von Globe Metals & Mining. So langsam nimmt der Kurs fahrt auf. Im allgemein positiven Umfeld für Rohstoffe und mit der anstehenden Mining License könnte das der so lange erhoffte Durchbruch sein. Ich werde die Nachrichten etwas genauer beobachten in nächster Zeit....

[ralli9999]

Letztlich kann das kommende MRC-Meeting mMn sogar die Empfehlung zur Mining Lizenz geben. Ich lese und verstehe den folgenden Absatz aus dem letzten Quarterly jedenfalls so.

Dazu meine heutigen beiden HC-Post's:

As reported, due to the fact that by the end of the year from Pres. Chakwera and VP Chilima is pressure in the boiler, success stories are awaited.

The MRC decision regarding DA will most likely already be made and known to all parties involved.

The MRC will therefore, and I strongly expect this to be the case, recommend the DA for approval by Mining Minister Rashid Gaffar at the upcoming MRC meeting. Which he will then implement IMO immediately.

This is also to be assumed, since the entire administration (DoF/MoF and DoM/MoM) has known everything for years and under the old government it was carried off until the very last day and put on ice.

The question is: What else is already known there and what other processes could/have already been completed that could/have paved the way to the ML and could be shortened significantly or have already been shortened.

I quote Alice Wong repeatedly from the Annual:

"Notwithstanding, the recent change in government in Malawi with the inauguration of a new President in July, it appears that finalisation of the Kanyika Development Agreement with the Government of Malawi is nearing finalisation and the Company is optimistic, based upon its dialogue with, and the responsiveness of key government officials, that the Development Agreement will be finalised and executed this financial year.

Execution of the Kanyika Development Agreement is a pre-condition to the issue of a mining licence
which we are reliably informed will immediately follow.

Once the Kanyika Development Agreement is executed and the mining licence issued, the Company will be in a position to move forward with project funding and off-take arrangements and the Company’s Board and management is optimistic in realising project financing and development opportunities in the near term."

My conclusion: In less than 2 weeks, the DA is expected to be sealed.

We will hear from Alice and Alistair at that time and everything else for sure.

This will also give the final signal for potential investors/interested parties and financing, which in the case of Mkango has already led to a doubling of the Mkango SP to around 20c in the last 4 weeks.

I would also like to see the 20c here soon! After all, it's not about any hot dog-stand on an australian beach ....

So do here too: Finally let go of the lines!!!

------------------------------‐-----------------------------

But of course it can still be completely different and better:

Finally, I understand the following paragraph (point 1.9) from the last Q to mean that all documents listed below are already available and known to the MRC (Mining Resource Commitiee) and have been discussed and decided upon in the last 2 months.

Which other documents should be part of the DA? Certainly and at least the first mentioned. Then the paragraph continues to say that these documents will be given to the MRC together with the following ones, so they are also already available there.

This could then even be used to make a recommendation to the Minister of Mines for the granting of the mining license!

Or how should one understand the whole paragraph?

"Globe has prepared a revised and amended application for a mining licence such that it complies with and aligns to the new Mines Act. Consistent with the Mining Act, Globe has also prepared the followingdocuments;

• Community Development Agreement (including a community royalty of 0.45%)
• Community Engagement Plan
• Resettlement Management Plan
• Employment and Training Plan
• Goods and Services Procurement Plan
• Local Business Development Assistance Plan

These plans are not yet sanctioned by the Government as they are contingent on the finalisation of the Development Agreement and review by the Mineral Resources Committee that has not yet had a sitting. These plans will be presented to the MRC along with;

• Feasibility study
• Shareholders Deed for the Government’s 10% free carry interest
• Environmental and Social Impact Assessment (updated)
• And granted Environmental licences for the road upgrade from the main highway and Kanyika Project site development"

[ralli9999]

Das mehrere Monate ausgefallene MRC-Meeting wird in der übernächsten Woche stattfinden und damit wenige Tage nach dem am kommenden Mittwoch in Perth stattfindenden AGM.

Nach allen Entwicklungen und Veränderungen in den letzten Monaten gehe ich von einer KNP-Empfehlung des MRC aus, der der Minenminister anschließend mit seiner Genehmigung des Development Agreement's folgen wird.

Damit würden die folgenden Prozesse laut Annual/Quarterly ablaufen und voraussichtlich kurzfristig auch Teile der FS veröffentlicht.

Dies sollte sich IMO auch deutlich auf den GBE-Kurs auswirken, nachdem sich der Mkango-Kurs, die IMO auch dabei sein werden, seit dem 16.10. in der Spitze bereits auf aktuell fast 0,12€ verdoppelt hat und der GBE-Kurs bei rund 0,03$, in Erwartung des DA, dümpelt.

Mein heutiges HC-Posting:

The following posting was made 2 months ago and currently the delayed MRC-meeting is expected within the next 2 weeks (link at the buttom).

https://hotcopper.com.au/threads/a-new-dawn-for-malawi.54894…

After all changes and developments in Malawi, posted here also predominantly, the signs on the wall are unmissable and the time should finally have come for the mining sector, GBE and others.

The countdown is already, day by day, running to zero and should IMO soon be in single digits, just as the SP will then be history in the single digit cent range.

In any case, the AGM next Wednesday in Perth will provide an opportunity to provide all shareholders with up-to-date information.

https://miningtradenewsmw.net/ministry-ready-to-hold-mineral…

[ralli9999]

And another Company-www-change ..... Reworked Globe Metals LinkedIn

https://www.linkedin.com/company/globe-metals

‐----------------------------------------------

The boss has spoken. END WITH FUNNY!!

After VP Chilima's "Mindset Change" speech, which I watched live on Time360, it's the President's turn on November 5th and it's very, very clear what he expects and will do until the end of the year.

He has already acted, because the first dismissals in higher positions have already been realized.

There is not much room for further action and if anyone should ask me ......



Fellow Malawians, I stand before you in a state of anguish. The anguish I feel is the same that is felt by all of you regarding the pace of executing our collective agreement to clear the rubble from our governance system in order to refurnish it for the task of building a new Malawi. In short, I share your vexation at the lack of movement in the new direction I set for us when I took office four months ago. As you recall, I first spoke of the need to clear the rubble from the governance system on Independence Day. Clearing the rubble is something that is not only a functional necessity, but also a matter of national urgency. The necessity and urgency of this is now plain to see from the chaos that has recently ensued at the Malawi National Examination Board (MANEB). To have several secondary school exam papers leaked and the education of hundreds of thousands of students thrown off course is simply unacceptable. Whatever the motives, this is clearly a deliberate act occasioned by elements of criminality, impunity, and negligence that cannot be allowed to continue. When I say we must clear the rubble, it is important to understand what the rubble is and who is responsible for clearing it. Essentially, clearing the rubble means four things. First and foremost, it means removing those from our state institutions who have committed criminal offences. Take the Malawi Electoral Commission, for example. Both the High Court and Supreme Court of Appeals determined that hundreds of presiding officers broke the law in their handling of the 2019 presidential election, and yet today, more than a year after those crimes were committed, there is no sign of any of them being prosecuted by the Directorate of Public Prosecutions, nor is there any sign that they have been dismissed from the public service. The office bearers responsible for clearing this kind of rubble should not imagine that we as Malawians will relent from calling for the rule of law or that we will look the other way. If any Ministry, Department, or Agency that has this kind of rubble of criminal elements does not produce a corrective action plan by the end of this month, I will have no choice but to remove those in charge and find people who will get the job done. In the present case of the criminal act of leaking secondary school examinations, I am giving the Minister of Education one week to work with MANEB to identify and discipline either the people who did this or the officers whose negligence allowed this to happen. One week. Additionally, the idea that students have to wait until March next year to take exams or that their guardians have to bear the cost of this failure is not an idea I find to be in the public interest. I am therefore giving the Malawi National Examination Board until the end of this month to remove the top management of MANEB, on account of this gross failure, and replace it with a new team that will conduct the most credible examinations Malawi has ever had, which must be done no later than January. A country that just witnessed the best national election in history being conducted in record time cannot be expected to tolerate having to wait five months for school exams to be administered. There is a new standard for delivery of service that has been set by Constitutional Court case, the Fresh Presidential Election, and the Tonse Campaign, and we will not allow anyone to move us backwards. Secondly, clearing the rubble means removing from our state institutions those whose recruitment into public office did not comply with set procedures and regulations. Historically, such people found their way into public offices through political interference. This is probably the biggest rubble we have, especially in MDAs and other governance institutions. That is why I have been systematically assessing the controlling officers in these places to make the necessary changes. While a good number of Secretaries and Directors that fit into this category of improperly recruited rubble have already been removed and replaced, I can assure you that that work will continue for some time. Thirdly, clearing the rubble means removing from our governance institutions those who have evidence against them of abuse of public office. Historically, this has happened in parastatals where office bearers have been abusing their public position either to advance personal interests or the interests of a political party. To set the stage for the clearing of this rubble of abuse of office, I suspended the boards of all parastatals within my first two weeks in office and ensured they were replaced within the first 100 days. It is therefore the job of each board to comb through its parastatal and identify this kind of partisan rubble and clear it. A good example is what is happening at the National Oil Company of Malawi (NOCMA). After I suspended and replaced the board, the new board met and began to assess allegations of abuse of office by some of the executives there. Upon finding that there were indeed irregularities, the board moved swiftly to suspend the Chief Executive Officer to pave way for investigations. I would like to commend the board of NOCMA for being so diligent. Notwithstanding, Malawians across the country have raised a loud outcry over the board’s decision to appoint the Deputy CEO as the Acting CEO, on account of the fact that the person in question is a known operative of the Democratic Progressive Party. This outcry is not without merit, and since NOCMA in its entirety belongs to you, the Malawian people, I support your right to express concern over its running. For this reason, as your servant, I have directed the Secretary to the President and Cabinet, who chairs the board of NOCMA, to address this anomaly within two weeks, and I am confident that this will be done. The fourth kind of rubble includes those in our governance institutions who are either incompetent or negligent of their duties. The Malawian people cannot be expected to keep paying through the nose to sustain the salaries and allowances of people who either sit around government offices doing nothing except drinking tea and gossiping or who do substandard work and have a substandard attitude towards the Malawians they serve and the service they provide. Incompetence and negligence are a cancer within the public service, and I expect controlling officers across the board to make the restoration of professionalism and hard work a top priority within their section. In some cases, this means relocating incompetent and negligent workers to other areas where they will be more useful or less harmful. In other cases, this means retraining staff to a new approach that upholds the highest standards of service to Malawians. In some sections, there is a need to come up with new policies and procedures to make the public service an environment where time-wasting and mediocrity are minimal. Those who tolerate mediocrity will themselves not be tolerated. We must set high standards and enforce them with respect, yet without apology. Going forward, I expect all the newly appointed Ministers, parastatal boards, as well as the entire public service for that matter, to be mindful that Malawians voted for radical change and have no appetite for nonchalance from any of us. Ever since I took office, I have been nauseated by the number of people in the public service who have just carried on their business as usual, resisting change on the pretext that their approach is how government works. As far as I am concerned, this mindset shows zero respect for the will of Malawians who gave this President the mandate to bring sanity into government precisely because how government works has not been working. I am therefore putting all controlling officers for all Ministries, Departments, and Agencies on notice: If by the end of this year, I find that you have not brought the affairs and people you oversee under control, or have not controlled your appetite for spending on things that add no value to Malawians, or have not increased your productivity, or are not enforcing the highest standards of work ethics, or have not depoliticised your approach to service, or are not implementing the policies Malawians mandated me to put into effect within your section, I will find someone else to do the job. I will not entertain any excuses, because my interest is not sustaining your inefficient and wasteful ways of doing things. This is the new Malawi, and in this country, no one will be allowed to continue wasting time and resources on activities that produce no tangible results. You either get with the new program or get out of the way. Thank you for listening.