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Randgold erwirbt MGL, gute Chancen für Anleger!!! (Seite 30)

Da scheint sich Mal einer Luft zu machen.
Weil ein paar Pappenheimer den Kragen nicht voll kriegen???


Cape Town, 5 February 2013 – Mining code changes proposed by a number
of African countries will deter further investment there, Randgold
Resources chief executive Mark Bristow cautioned today. Speaking at
the Mining Indaba, Bristow said that with gold exploration and mining
shifting from the developed countries to the world’s emerging
prospective regions, Africa had to compete for investment with South
America, Asia, the Pacific Rim, Eastern Europe and Russia. While
Africa had the advantage of great mineral wealth, its competitors
generally had better infrastructures, greater skills pools and more
sophisticated economies. Bristow pointed out that in the countries
where Randgold has operations – Mali, the Côte d’Ivoire and the
Democratic Republic of Congo – the present mining codes returned a
substantial slice of the net revenue pie to the State in spite of the
fact that Randgold had funded the entire discovery and development
cost and carried all the risks. “The host country is already a
significant if not the main beneficiary of its mining activities. That
is why it is disturbing that there is a growing tendency among the
sub-Saharan mining countries to want more without giving anything
back. Even a moderate change in their current codes will diminish
these countries’ ability to compete for direct fixed investment or to
encourage reinvestment,” Bristow said. “There’s a much better way for
these countries to get more from their mining industries, and that is
to participate positively in the value creation process. As we’ve seen
only too often in the mining industry, mergers and acquisitions hardly
ever deliver value to shareholders, let alone other stakeholders. Real
value, as I believe Randgold has demonstrated over the years, is
created by the discovery of multi-million ounce gold deposits and
their development into profitable mines. Governments’ role in this
should be firstly to provide a stable, business-friendly regime that
will attract or at least not drive away investors, and then to partner
the mining company in the development cycle, helping to drive the
project up the value curve and sharing fairly in its proceeds.

Hier ist ein Alleinunterhalter- bei einer der stärksten Goldaktien die ich kenne- an Board.
Die Produktionszahlen und alles was ich bei Randgold recherchiert habe ist AAA Rating.
Es gibt nur diese verflixte Länderrisiko - und das ist hoch.

Aber die 30 % Verlust in 6 Monaten sind absolut Marktkonform.
Wenn Gold dreht ist das mein erster Wert in den ich nochmal richtig investiere.
Ich gehe allerdings nicht davon aus, daß Gold in 2013 die 1800 USD knackt und auch da befinde ich mich mit den can.Brokerhäusern im Einklang!
Randgold wird fast ne Milliarde verdienen!Unglaublich.
RGR verschafft sich finanziellen Handlungsspielraum - 200 Mio USD.
Soll das jetzt ein Puffer für den schwächelnden Goldpreis sein oder
verschiebt man die Goldverkäufe in die Zukunft, um dann vom
(wieder) erholten POG zu profitieren?


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