Rohstoff-Explorer: Research oder Neuvorstellung (Seite 1903)

[XIO]

Banro pours first gold at Namoya


http://www.northernminer.com/news/banro-pours-first-gold-at-…

2013-12-31 Despite delays and two separate downward revisions to its gold production target at Namoya this year, Banro Corp. (TSX: BAA; NYSE: BAA) managed to pour the first gold at its newest mine in the Democratic Republic of the Congo on Dec. 30. The company produced 320 ounces of gold during the hot commissioning of the heap leach loaded carbon, elution and electrowinning operation on the Twangiza-Namoya gold belt, about 210 km southwest of the company's Twangiza gold mine. Initially Banro had targeted production of 16,000-22,000 oz. at Namoya in 2013. That target was cut to 7,000-10,000 oz. when the company released its second-quarter financial results. The outlook was trimmed further to up to 3,000 oz. in mid-November when the company published its third quarter results. Namoya is Banro's second gold mine to come into production in just over two years. Twangiza began production in Oct. 2011 and commercial production in Sept. 2012. Namoya will transform Banro from a one-mine company with less than 100,000 oz. gold production a year to a two-mine company targeting more than 225,000 oz. gold each year. Commerical production at Namoya is expected to start before the end of the second quarter in 2014 after the company completes construction of the plant. The open-pit operation has a hybrid gravity/carbon in leach (CIL) and heap-leach extraction process. Andrew Breichmanas of BMO Capital Markets commented in a research note that while the first gold pour "is a significant achievement," Banro's "failure to update progress on other milestones expected by year-end suggests potential for further delays with plant construction. The company had expected to complete the primary jaw crusher by December 14, the rotary scrubber and cone crushers by December 28, and the primary product stockpile by December 30." The London-based analyst also pointed out that although Namoya "should establish a solid foundation in a prospective region and complement existing operations at Twangiza," he has concerns "regarding the company's ability to fund the production ramp-up." As of Sept. 30, Banro reported US$14.8 million in cash and a working capital deficit of US$25.2 million, Breichmanas notes, "with an additional US$10 million loan secured subsequent to quarter-end." The Namoya property lies at the southern end of the Twangiza-Namoya gold belt in Maniema province, about 225 km southwest of Bukavu and covers an area of 174 sq. km. Measured and indicated resources stand at 24.77 million tonnes grading 1.99 grams gold per tonne for 1.58 million oz. of contained gold and inferred resources add 9.47 million tonnes grading 1.44 grams gold per tonne for 440,000 oz. of contained gold. The resource was based on a cut-off grade of 0.4 gram gold per tonne. Mineralization at Namoya is structurally controlled by a 2.5 km, northwest-southeast trending shear zone within sericite schists, which hosts a series of quartz stockwork deposits. The auriferous vein systems outcrop at the summits of Mt. Mwendamboko, Mt. Namoya, Mt. Kakula, and Mt. Muviringu. Mineralized stockwork outcrops have also been found on eight other hills in the general area, the company states on its website. In addition to the Namoya and Twangiza mines, Banro is developing two other projects on the 210-km-long Twangiza-Namoya gold belt in the South Kivu and Maniema provinces of the DRC: Lugushwa and Kamituga. At presstime in Toronto Banro was trading at 61¢ per share within a 52-week trading range of 43¢-$3.09. Breichmanas of BMO has a target price of 90¢ per share. The company has about 252 million shares outstanding

[XIO]

Antwort auf Beitrag Nr.: 46.136.879 von XIO am 31.12.13 18:44:24

PS: absolut lesenswerte Präsi! Download dauerte bei mir allerdings ziemlich lange.

[XIO]

Antwort auf Beitrag Nr.: 46.136.869 von XIO am 31.12.13 18:42:40

PS: paar Projektdetails hier:
http://www.heemskirk.com/pages/view/projects_details_page_1

z.B.

General outcomes from detailed engineering work:

The estimate of the Project Capital Costs is C$26m.
The Project is designed to produce approximately 300,000 tonnes of saleable frac sand per annum. The design allows for expansion as demand is expected to exceed the initial capacity
According to current model assumptions, the Project as designed generates free cash flow (undiscounted) after tax and capital of approximately C$180m over 20 years at current frac sand prices.
The Project achieves an after tax Internal Rate of Return of 33%.
The Payback Period from the start of production is approximately 3 years.
Time to completion and plant commissioning is estimated to be 9 - 12 months from a funded development decision.

[XIO]

neuer interessanter Fund: Frac Sand firma, diesmal gelistet in Australien, Projekte in Kanada

Knaubeln wohl angeblich gerade an einer Finanzierung, wenn die durch ist, sollte man evtl sofort rein ???

http://www.heemskirk.com/

ASX: HSK

Letzte Präsentation hier:
http://www.heemskirk.com/files/uploads/Moberly_Sands_Develop…

[XIO]

Saubere Performance, das geswitche zu US Silica hätte ich mir noch etwas aufsparen sollen:



aber egal..nur ne Frage der Zeit.

[XIO]

Our Outlook for Energy Stocks
U.S. tight oil remains front and center for investors and market observers, for good reason.
http://news.morningstar.com/articlenet/article.aspx?id=62307…

[likeshares]

Antwort auf Beitrag Nr.: 46.127.877 von manffreddoo am 30.12.13 08:14:25

Wegen der aufkommenden industriellen Nutzung von Graphenen und dem Neubau von 62 AKWs eine Neubewertung, wegen so einiger schwacher Resourcen ein Strohfeuer...

Der Resourcen-Schlüssel heisst: Mesh, Reinheit, Produktionsaufwand.
Jetzt große Flocken für AKWs, später höhere Mesh für Graphene. Die Mischung beider, bis hinunter zu 80 Mesh bei hoher Reinheit, dürfte für die langfristigen Denker die vernünftigste sein. Darunter sollten andere Kriterien den Ausschlag geben.

Chance/Risiko liegt derzeit insgesamt auf Chance. Den Hype der Schwachen traden, die Starken long nutzen, könnte klappen, anders frustrieren?

Der Gedanke an STROHFEUER ODER NEUBEWERTUNG, wurde in der Branche ausser für frack sand -XIO- hier schon länger nicht mehr gedacht. Vielleicht ein zarter Beginn...?

[manffreddoo]

HI;
GRAPHITE KOMMT MÄCHTIG INS ROLLEN DIE tAGE::::::EIN STROHFEUER ODER NEUBEWERTUNG?
M:

[XIO]

Lomiko had received the first prototype of a graphene supercapacitor using proprietary tech developed by project partner Graphene Labs at the top of December causing an 8% settling after a 20% pop when Lomiko announced their project partnership with Graphene Labs at the end of November.
Read more at http://www.stockhouse.com/news/natural-resources/2013/12/27/l…

[XIO]

Zitat von XIO: noch 1 cent .. dann verdopplung

.. und da isser