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@ XIO: Bist Du nicht in Altona Energy investiert bzw. interessiert?
Hier ein Artikel von minesite:
March 13, 2012 - By Stewart Dalby
Poweralternatives: Altona Energy’s Interims Bring News Of Positive Developments in The Key Arckaringa Coal-To-Liquids Project
The last time we wrote about AIM-listed Altona Energy, the Australia alternative energy junior that is involved in a ground breaking coal –to – liquids project in December 2011, we recorded that its share price had largely collapsed in the previous eighteen months before that date
When it first placed its Arckaringa project properly on to investors radar in 2010 its share price spiked to 20p, on the basis that the scheme might take off. However, the shares fell steadily since then to the point where the company was worth just £25.9 million last Christmas, at a share price of just 6p. The price has fallen further since then to 5.125p.
We speculated that the fall had been because Altona was so small and the project was so large-- it would take billions in any currency to bring it to fruition – that in the absence of any real news flow for long periods perhaps investors had concluded life was just too short to wait for a white knight to come along to put some financial muscle behind the scheme. In fact, a white knight was already in place in the shape of a large Chinese investor.
Now, the interims results from Altona for the six months to December 31 2011 show there has been solid progress not only with the flagship coal-to-liquids scheme, but also elsewhere with an exciting project in China.
The cornerstone Arckaringa scheme started when, as the name suggests, the company acquired ownership of vast coal deposits in the Arckaringa basin in South Australia. Some 1.287 billion tonnes of coal has been JORC’ed, as they say in mining circles, from a 7.8 million coal resource. Using established technology like the Fischer Tropsch Synthesis, a gasification plant can potentially produce a range of synthetic outputs including Oxygen and Nitrogen to electric power, fertiliser, methanol /ethanol, diesel, jet fuel and wax. This technology is nothing new, having been used in South Africa since apartheid days, but also in the Middle East and Asia.
The immediate base case operation would be to turn 15 million tonnes per annum (Mtpa) of coal into 10 million barrels of liquids per annum (MMbblpa) together with a 560 MW co-generation power plant. This would make Acrkaringa not just a coal mine but more like an energy bank.
Located some 800 kilometres north of Adelaide in South Australia, when established , Arckaringa should be capable of providing 90 per cent of the state’s projected diesel demand up to 2030 And 16 per cent of its 2011 maximum power demand.
But there are also export opportunities. A key development has been Altona has found itself in very good company in that the Chinese energy major CNOOC-NEIA has taken a majority interest in the Arckaringa project. As a 51 per cent earn-in CNOOC NEIA is funding an A$ 40 million Bankable Feasible Study (BFS) for the initial 15 Mtpa plan; and they have not been sitting on their hands.
Chris Lambert Chairman, of Altona Energy commenting on the interim results says: “This period marked an important stage in the progression of the BFS at our flagship Arckaringa project. Our joint venture partner CNOOC-NEIA, has completed a major milestone in stage 1 of the Bankable Feasibility Study (BFS) work programme with the validation of the coal resource and coal quality, thus confirming the enormous potential of the project. With the ongoing support of the South Australian government, significant key approvals have also been accomplished and we look forward to announcing further progress and development milestones on the BFS once they are complete”
One of the important approvals from the South Australia government is the go ahead for a drilling programme in 2012. Barney Gray, analyst at house broker Old Park Lane Capital says the drilling programme is a key component of the BFS. The programme will take place on the Wintinna coal deposit in the EL 4512 area. This will feed further data into the mine design studies and coal conversion studies in 2012. The work programme will include boreholes to further delineate mine design parameter sand upgrade the geological model and JORC resource estimates.
Altona will also engage in bulk sampling of coal to finalise coal feedstock characteristics for coal conversion options including gasification. In addition, detailed hydro-geological testing will enable the company to lay the basis for the mine dewatering and groundwater management plan. The drilling programme will include up to 34 close spaced boreholes.
Since the end of the preriod Altona as been able to report on a development separate from Arckaringa. The company has acquired two exciting advanced coal exploration deposits in the Xinjiang Autonomous Region of China. These licences are estimated to contain 1.17tBt ( non-JORC) of marketable medium to high energy thermal coal.
The acquisition represents an exciting opportunity for Altona as it could provide a near term source of cash flow that will obviate the need to raise additional funds and dilute existing shareholders once production s underway. It will also provide Altona with additional working capital during the key phases of the BFS.
Commenting on all this Old Park Lane Capital says:”Altona is making solid progress with the Arckaringa Project and we anticipate news flow to accelerate as the BFS gains momentum in 2012. This will be augmented by the company’s progress as it completes the acquisition of two licences in China. Our current target price, adjusted for pro forma dilution from recent fund raisings, reflects only the potential value of Altona’s interest in Ackaringa. However , we would look to adjust our valuation upon completion of the acquisition in China. The current target price is 27p.
Hier ein Artikel von minesite:
March 13, 2012 - By Stewart Dalby
Poweralternatives: Altona Energy’s Interims Bring News Of Positive Developments in The Key Arckaringa Coal-To-Liquids Project
The last time we wrote about AIM-listed Altona Energy, the Australia alternative energy junior that is involved in a ground breaking coal –to – liquids project in December 2011, we recorded that its share price had largely collapsed in the previous eighteen months before that date
When it first placed its Arckaringa project properly on to investors radar in 2010 its share price spiked to 20p, on the basis that the scheme might take off. However, the shares fell steadily since then to the point where the company was worth just £25.9 million last Christmas, at a share price of just 6p. The price has fallen further since then to 5.125p.
We speculated that the fall had been because Altona was so small and the project was so large-- it would take billions in any currency to bring it to fruition – that in the absence of any real news flow for long periods perhaps investors had concluded life was just too short to wait for a white knight to come along to put some financial muscle behind the scheme. In fact, a white knight was already in place in the shape of a large Chinese investor.
Now, the interims results from Altona for the six months to December 31 2011 show there has been solid progress not only with the flagship coal-to-liquids scheme, but also elsewhere with an exciting project in China.
The cornerstone Arckaringa scheme started when, as the name suggests, the company acquired ownership of vast coal deposits in the Arckaringa basin in South Australia. Some 1.287 billion tonnes of coal has been JORC’ed, as they say in mining circles, from a 7.8 million coal resource. Using established technology like the Fischer Tropsch Synthesis, a gasification plant can potentially produce a range of synthetic outputs including Oxygen and Nitrogen to electric power, fertiliser, methanol /ethanol, diesel, jet fuel and wax. This technology is nothing new, having been used in South Africa since apartheid days, but also in the Middle East and Asia.
The immediate base case operation would be to turn 15 million tonnes per annum (Mtpa) of coal into 10 million barrels of liquids per annum (MMbblpa) together with a 560 MW co-generation power plant. This would make Acrkaringa not just a coal mine but more like an energy bank.
Located some 800 kilometres north of Adelaide in South Australia, when established , Arckaringa should be capable of providing 90 per cent of the state’s projected diesel demand up to 2030 And 16 per cent of its 2011 maximum power demand.
But there are also export opportunities. A key development has been Altona has found itself in very good company in that the Chinese energy major CNOOC-NEIA has taken a majority interest in the Arckaringa project. As a 51 per cent earn-in CNOOC NEIA is funding an A$ 40 million Bankable Feasible Study (BFS) for the initial 15 Mtpa plan; and they have not been sitting on their hands.
Chris Lambert Chairman, of Altona Energy commenting on the interim results says: “This period marked an important stage in the progression of the BFS at our flagship Arckaringa project. Our joint venture partner CNOOC-NEIA, has completed a major milestone in stage 1 of the Bankable Feasibility Study (BFS) work programme with the validation of the coal resource and coal quality, thus confirming the enormous potential of the project. With the ongoing support of the South Australian government, significant key approvals have also been accomplished and we look forward to announcing further progress and development milestones on the BFS once they are complete”
One of the important approvals from the South Australia government is the go ahead for a drilling programme in 2012. Barney Gray, analyst at house broker Old Park Lane Capital says the drilling programme is a key component of the BFS. The programme will take place on the Wintinna coal deposit in the EL 4512 area. This will feed further data into the mine design studies and coal conversion studies in 2012. The work programme will include boreholes to further delineate mine design parameter sand upgrade the geological model and JORC resource estimates.
Altona will also engage in bulk sampling of coal to finalise coal feedstock characteristics for coal conversion options including gasification. In addition, detailed hydro-geological testing will enable the company to lay the basis for the mine dewatering and groundwater management plan. The drilling programme will include up to 34 close spaced boreholes.
Since the end of the preriod Altona as been able to report on a development separate from Arckaringa. The company has acquired two exciting advanced coal exploration deposits in the Xinjiang Autonomous Region of China. These licences are estimated to contain 1.17tBt ( non-JORC) of marketable medium to high energy thermal coal.
The acquisition represents an exciting opportunity for Altona as it could provide a near term source of cash flow that will obviate the need to raise additional funds and dilute existing shareholders once production s underway. It will also provide Altona with additional working capital during the key phases of the BFS.
Commenting on all this Old Park Lane Capital says:”Altona is making solid progress with the Arckaringa Project and we anticipate news flow to accelerate as the BFS gains momentum in 2012. This will be augmented by the company’s progress as it completes the acquisition of two licences in China. Our current target price, adjusted for pro forma dilution from recent fund raisings, reflects only the potential value of Altona’s interest in Ackaringa. However , we would look to adjust our valuation upon completion of the acquisition in China. The current target price is 27p.
Antwort auf Beitrag Nr.: 42.886.229 von tommy-hl am 12.03.12 10:28:23Orsu Metals
Das entscheidende für Anleger wird sein, wie hoch der Kredit-Anteil an den CapEx sein wird. Ich werde mal folgende Alternativen durchrechnen:
1. 100% Fremdkapital
2. 70% / 30 % Fremd/Eigen
3. 60% / 40% Fremd/Eigen
Je nachdem, wie hoch der Eigenanteil sein muss, ergeben sich unterschiedliche Kurspotenziale.
Kurspotenzial Variante 1: 100% Fremdkapital
Dies würde - aus Sicht der CapEx-Finanzierung - die optimale Lösung darstellen.
Kurspotenzial: 300% für das Jahr 2014
Diese Variante ist m. E. eher unwahrscheinlich, und nur von akademischer Bedeutung. Für wahrscheinlicher halte ich den Mix aus Fremd-/Eigenkapital. Diese Alternativen muss ich noch durchrechnen.
Das entscheidende für Anleger wird sein, wie hoch der Kredit-Anteil an den CapEx sein wird. Ich werde mal folgende Alternativen durchrechnen:
1. 100% Fremdkapital
2. 70% / 30 % Fremd/Eigen
3. 60% / 40% Fremd/Eigen
Je nachdem, wie hoch der Eigenanteil sein muss, ergeben sich unterschiedliche Kurspotenziale.
Kurspotenzial Variante 1: 100% Fremdkapital
Dies würde - aus Sicht der CapEx-Finanzierung - die optimale Lösung darstellen.
Kurspotenzial: 300% für das Jahr 2014
Diese Variante ist m. E. eher unwahrscheinlich, und nur von akademischer Bedeutung. Für wahrscheinlicher halte ich den Mix aus Fremd-/Eigenkapital. Diese Alternativen muss ich noch durchrechnen.
Zitat von muenchenguru: Neues v. Globex, klingt etwas kompliziert, wir haben es im Thread so übersetzt, dass in der Variante b) die versch.Zahlungen nur jeweils 1x fällig werden , je nach dem wann die Option gezogen wird.
Sollte der Partner Xmet die Finanzierung stemmen können (Sprott hängt da auch mit drin), dann bedeutete das für Globex ein Geldsegen innerhalb der nä. 6 Monate v. über 3 Mio $ (enspricht dem Anteil v. 50 %) .
Für Globex ein guter Schritt, um Geld für eine weitere Fokussierung zu bekommen....
@ muenchenguru
Der Kursentwicklung scheint das nicht sehr viel zu helfen. Hast Du eine gewisse Erwartung an die Kursentwicklung (z. B. xx $ in 1 oder 2 Jahren)?
Orsu Metals
Mit der DFS in Tasche ist die company nun dabei, Geldgeber zu finden. Hier die Aussage des CEO nach Veröffentlichung der DFS:
Dr Sergey V Kurzin, Executive Chairman of Orsu, commented: “I am pleased with the successful completion of the DFS, a key milestone in the development of Orsu as a company. The DFS demonstrates that Karchiga is a technically feasible project, which can be developed as a high grade, medium cost open pit copper mine with robust project economics and a rapid payback period. ... the Company, together with their consultants Endeavour Financial have been working on project debt finance options with a number of commercial and development banks with a view to enabling commencement of project construction in Q3 2012.”
Mehrere Optionen für einen Bankkredit zu haben deutet darauf hin, dass von Seiten der Banken das Interesse für die Finanzierung vorhanden ist.
Das entscheidende für Anleger wird sein, wie hoch der Kredit-Anteil an den CapEx sein wird. Ich werde mal folgende Alternativen durchrechnen:
1. 100% Fremdkapital
2. 70% / 30 % Fremd/Eigen
3. 60% / 40% Fremd/Eigen
Je nachdem, wie hoch der Eigenanteil sein muss, ergeben sich unterschiedliche Kurspotenziale.
Mit der DFS in Tasche ist die company nun dabei, Geldgeber zu finden. Hier die Aussage des CEO nach Veröffentlichung der DFS:
Dr Sergey V Kurzin, Executive Chairman of Orsu, commented: “I am pleased with the successful completion of the DFS, a key milestone in the development of Orsu as a company. The DFS demonstrates that Karchiga is a technically feasible project, which can be developed as a high grade, medium cost open pit copper mine with robust project economics and a rapid payback period. ... the Company, together with their consultants Endeavour Financial have been working on project debt finance options with a number of commercial and development banks with a view to enabling commencement of project construction in Q3 2012.”
Mehrere Optionen für einen Bankkredit zu haben deutet darauf hin, dass von Seiten der Banken das Interesse für die Finanzierung vorhanden ist.
Das entscheidende für Anleger wird sein, wie hoch der Kredit-Anteil an den CapEx sein wird. Ich werde mal folgende Alternativen durchrechnen:
1. 100% Fremdkapital
2. 70% / 30 % Fremd/Eigen
3. 60% / 40% Fremd/Eigen
Je nachdem, wie hoch der Eigenanteil sein muss, ergeben sich unterschiedliche Kurspotenziale.
Das könnte für True North Gems entscheident sein: (bzw. auch so ganz interessant)
http://www.kitco.com/reports/Kitco_News_Extensive_Coverage_D…
Greenland Expects Four New Mining Applications In '12; Seeks To Build On Growth
Those applications will be for rubies, rare earth elements, zinc and iron, said Henrik Stendal, head of geology department at the BMP. There are about 35 mineral companies active in Greenland and about 15-20 oil companies, with several holding multiple permits.
http://www.kitco.com/reports/Kitco_News_Extensive_Coverage_D…
Greenland Expects Four New Mining Applications In '12; Seeks To Build On Growth
Those applications will be for rubies, rare earth elements, zinc and iron, said Henrik Stendal, head of geology department at the BMP. There are about 35 mineral companies active in Greenland and about 15-20 oil companies, with several holding multiple permits.
Antwort auf Beitrag Nr.: 42.884.274 von Popeye82 am 11.03.12 17:16:19Hallo Popeye,
danke für die Hinweise.
Die total capEx liegen bei $ 147 Mio., wobei die initial capEx bis Produktionsbeginn anfallen. Der Rest sollte dann im Laufe des Minenlebens aus dem cashflow genommen werden.
Mit dem Kupferpreis von $ 3,25/lb in der DFS bei aktuell $ 4,00 hätte ich keine Probleme. Sehe den Preis eher steigend für die nächsten Jahre.
Bin bei Orsu noch am rechnen, ob ein Einstieg lohnenswert ist.
Gruß
Tommy
danke für die Hinweise.
Die total capEx liegen bei $ 147 Mio., wobei die initial capEx bis Produktionsbeginn anfallen. Der Rest sollte dann im Laufe des Minenlebens aus dem cashflow genommen werden.
Mit dem Kupferpreis von $ 3,25/lb in der DFS bei aktuell $ 4,00 hätte ich keine Probleme. Sehe den Preis eher steigend für die nächsten Jahre.
Bin bei Orsu noch am rechnen, ob ein Einstieg lohnenswert ist.
Gruß
Tommy
Antwort auf Beitrag Nr.: 42.875.325 von tommy-hl am 09.03.12 08:54:58
2, 3 Sachen fallen mir nur auf:
Der Kapitalbedarf bezieht sich auf die "Initial capital expenditure" und der angenommene Kupferpreis ist, mit US$3.25/lb, recht hoch.
Gängig sind da, was ich so gesehen habe, in der letzten Zeit eher 2.50 -2.75 US$/lb. Wäre aktuell trotzdem noch ein vernünftiger "Puffer", aber man muss da m.A.n. immer gaaanz vorsichtig sein was die "Wahrnehmung" von solchen Sachen angeht(die Rohstoffpreise können gaaanz schnell auch mal extremen Schwankungen unterlegen sein). Dazu ist das Minenleben nicht ewig lang, aber von den Zahlen her sieht das finde ich auch sehr attraktiv aus.
Gruß
P.
2, 3 Sachen fallen mir nur auf:
Der Kapitalbedarf bezieht sich auf die "Initial capital expenditure" und der angenommene Kupferpreis ist, mit US$3.25/lb, recht hoch.
Gängig sind da, was ich so gesehen habe, in der letzten Zeit eher 2.50 -2.75 US$/lb. Wäre aktuell trotzdem noch ein vernünftiger "Puffer", aber man muss da m.A.n. immer gaaanz vorsichtig sein was die "Wahrnehmung" von solchen Sachen angeht(die Rohstoffpreise können gaaanz schnell auch mal extremen Schwankungen unterlegen sein). Dazu ist das Minenleben nicht ewig lang, aber von den Zahlen her sieht das finde ich auch sehr attraktiv aus.
Gruß
P.
Bullish für Silber:
Silver Institute predicts strengthening silver investment demand this year
The Silver Institute says, "Silver is proving its mettle in 2012", thanks to solid investment demand so far this year outperforming other precious metals.
Author: Dorothy Kosich - Posted: Friday , 09 Mar 2012
The Silver Institute says, "Sturdy investment demand has pushed the silver price up 20% in the first ten weeks of 2012, outperforming platinum, palladium and gold during the period."
In a news release issued Thursday, the institute said silver-based ETFs now account for 586 million ounces of silver, up from 576 million ounces at the end of 2011.
"Demand for physical silver bars is also strong. According to several precious metals dealers, silver bar sales continue to be brisk," said the institute.
Investor demand on the COMEX has also been strong this year. As of February 28, net long silver positions had increased by more than two-fold from year-end 2011. Total net long positions on February 28 were at their highest level since Sept. 13, 2011, said the Silver Institute.
"Also contributing to a strong silver price over the course of this year will be strengthening global silver industrial demand after a record 2011," the institute noted. A silver report commissioned by the Silver Institute published a year ago forecasted that silver industrial demand will grow by 36% to 666 million ounces from 2010 to 2015.
"Silver industrial demand remains positive primarily because of the lack of substitution and the wide range of established and ever-growing new uses of silver that are vital to industry," the institute advised.
Silver Institute predicts strengthening silver investment demand this year
The Silver Institute says, "Silver is proving its mettle in 2012", thanks to solid investment demand so far this year outperforming other precious metals.
Author: Dorothy Kosich - Posted: Friday , 09 Mar 2012
The Silver Institute says, "Sturdy investment demand has pushed the silver price up 20% in the first ten weeks of 2012, outperforming platinum, palladium and gold during the period."
In a news release issued Thursday, the institute said silver-based ETFs now account for 586 million ounces of silver, up from 576 million ounces at the end of 2011.
"Demand for physical silver bars is also strong. According to several precious metals dealers, silver bar sales continue to be brisk," said the institute.
Investor demand on the COMEX has also been strong this year. As of February 28, net long silver positions had increased by more than two-fold from year-end 2011. Total net long positions on February 28 were at their highest level since Sept. 13, 2011, said the Silver Institute.
"Also contributing to a strong silver price over the course of this year will be strengthening global silver industrial demand after a record 2011," the institute noted. A silver report commissioned by the Silver Institute published a year ago forecasted that silver industrial demand will grow by 36% to 666 million ounces from 2010 to 2015.
"Silver industrial demand remains positive primarily because of the lack of substitution and the wide range of established and ever-growing new uses of silver that are vital to industry," the institute advised.
Antwort auf Beitrag Nr.: 42.875.325 von tommy-hl am 09.03.12 08:54:58Orsu Metals halte ich von den Fundamental-Daten für aussichtsreich. Zu berücksichtigen ist das Länderrisiko Kasachstan. Ich glaube Ivanhoe Mines hat dort auch ein Projekt.
Zu obigem Thema:
Im Februar diesen Jahres reiste Kanzlerin Merkel mit Industriebossen nach Kasachstan. Kasachstan und Deutschland unterzeichneten eine Rohstoff-Partnerschaft.
Der Bundesverband der Deutschen Industrie (BDI) erklärte im Februar, das Rohstoffabkommen erleichtere Unternehmenskooperationen und verbessere die Rohstoffsicherheit der deutschen Industrie. Der Vorsitzende des Ost-Ausschusses der deutschen Wirtschaft, Eckhard Cordes, sagte: "Wir brauchen solche Kooperationen, um die deutsche Wirtschaft vor Rohstoffengpässen zu schützen." Kasachstan sei Deutschlands drittwichtigster Öllieferant und reich an Seltenen Erden.
Insofern wird die Partnerschaft auf politischer und wirtschaftlicher Ebene gebaut, was das Länderrisiko evtl. etwas abschwächt. Ganz verschwinden wird es auch damit nicht, aber ein Aktien-Investment mit Wagnis-Kapital erscheint mir gegeben.
Insofern werde ich Orsu Metals auf die Beobachtungsliste nehmen. Gibt es schon Meinungen zu Orsu Metals?
Auch Kirgistan bietet interessante Möglichkeiten. Hat sich schon jemand mit dem Länderrisiko beschäftigt oder ist in einer Aktie investiert, die dort ein Projekt hat?
Zu obigem Thema:
Im Februar diesen Jahres reiste Kanzlerin Merkel mit Industriebossen nach Kasachstan. Kasachstan und Deutschland unterzeichneten eine Rohstoff-Partnerschaft.
Der Bundesverband der Deutschen Industrie (BDI) erklärte im Februar, das Rohstoffabkommen erleichtere Unternehmenskooperationen und verbessere die Rohstoffsicherheit der deutschen Industrie. Der Vorsitzende des Ost-Ausschusses der deutschen Wirtschaft, Eckhard Cordes, sagte: "Wir brauchen solche Kooperationen, um die deutsche Wirtschaft vor Rohstoffengpässen zu schützen." Kasachstan sei Deutschlands drittwichtigster Öllieferant und reich an Seltenen Erden.
Insofern wird die Partnerschaft auf politischer und wirtschaftlicher Ebene gebaut, was das Länderrisiko evtl. etwas abschwächt. Ganz verschwinden wird es auch damit nicht, aber ein Aktien-Investment mit Wagnis-Kapital erscheint mir gegeben.
Insofern werde ich Orsu Metals auf die Beobachtungsliste nehmen. Gibt es schon Meinungen zu Orsu Metals?
Auch Kirgistan bietet interessante Möglichkeiten. Hat sich schon jemand mit dem Länderrisiko beschäftigt oder ist in einer Aktie investiert, die dort ein Projekt hat?