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Matamec, Giga-Chance im REE-Sektor? - Die letzten 30 Beiträge

eröffnet am 26.05.10 15:15:56 von
SharpRatio

neuester Beitrag 03.04.14 07:30:53 von
Grawshak
Beiträge: 171
ID: 1.158.019
Aufrufe heute: 1
Gesamt: 12.717


Beitrag schreiben Ansicht: Die letzten 30 Beiträge
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Grawshak
schrieb am 03.04.14 07:30:53
Beitrag Nr. 171 (46.757.075)
Antwort auf Beitrag Nr.: 46.756.881 von videomart2 am 03.04.14 00:45:02...Hi,

wie habe ich kürzlich in der Matamec-März-Präsentation die folgende Idee gelesen: Gold = Spinn Off in a new Company....Kosten 2 Mio.

Um das neue Unternehmen dann überhaupt an den Start zu bringen müssen erst noch ein paar Bohrergebnisse her, sonst wird's eine Totgeburt.

Ich frage mich nur, was bis dahin bzw. wie der Kurs für HREE dann aussehen könnte...viel runter gehen kann es nicht mehr....

Gruß,
grawshak
Avatar
videomart2
schrieb am 03.04.14 00:45:02
Beitrag Nr. 170 (46.756.881)
Canada Strategic Metals Hits Multiple Mineralized Zones in Ongoing Drilling at the Sakami Gold Project

MONTREAL, QUEBEC--(Marketwired - March 31, 2014) - Canada Strategic Metals Inc. ("Canada Strategic Metals" or "the Company") (TSX VENTURE:CJC)(FRANKFURT:YXEN)(OTCBB:CJCFF) and Matamec Explorations Inc. (TSX VENTURE:MAT)(OTCQX:MHREF) are very pleased to announce that a new drilling program began a few days ago at the Sakami gold project.

...
http://www.marketwired.com/press-release/canada-strategic-me…
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videomart2
schrieb am 02.04.14 19:32:43
Beitrag Nr. 169 (46.755.115)
Matamec announces an investment of $4 million by Resources Québec in the HREE Kipawa JV

The Kipawa JV takes another step forward

Montreal, April 2, 2014
http://www.matamec.com/vns-site/pressdetail-2014_04_02_matam…
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Liebesleid
schrieb am 08.03.14 19:02:34
Beitrag Nr. 168 (46.591.099)
Die haben schon wieder keine Kohle mehr .....
Für das "Pre-Development" werden 25 Mio CDN benötigt; und das bei einer MK von derzeit 11 Mio CDN ....

Quelle: http://www.matamec.com/vns-site/uploads/documents/matamec-_p… (Seite 21)

Ob das noch was wird ???
Avatar
videomart2
schrieb am 11.02.14 18:10:16
Beitrag Nr. 167 (46.426.226)
Antwort auf Beitrag Nr.: 46.426.086 von Grawshak am 11.02.14 17:58:19Ich sehe es ähnlich wie Luisa Moreno von Euro Pacific Capital:;)


Luisa Moreno:

"I cover Matamec Explorations Inc. (MAT:TSX.V; MRHEF.OTCQX). We have a Speculative Buy recommendation for $0.22/share. Matamec is one of the most developed companies in the REE junior mining space. The company is developing the Kipawa deposit in Quebec, which contains the HREE-enriched eudialyte mineral. Matamec has completed its bankable feasibility study and is optimizing its flow sheet.

Matamec has a collaboration with Toyota Tsusho Group (TYHOF.OTCPK), a partner that is co-funding the development of the project and is providing technical support. Matamec expects to complete optimization in H1/14 and start working on the financing to build the mine and processing facilities.

Because this project reaches into the HREEs, it will give Toyota and potentially other end-users a supply of elements in addition to the light rare earth elements (LREEs). It should be noted that Molycorp and Lynas both produce predominantly LREEs, and do not refine individual HREEs."


http://www.theaureport.com/pub/na/15822
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Grawshak
schrieb am 11.02.14 17:58:19
Beitrag Nr. 166 (46.426.086)
Antwort auf Beitrag Nr.: 46.425.132 von videomart2 am 11.02.14 16:40:42Hallo videomart2,

schön dich mal wieder zu lesen. Ich bin eigentlich noch guter Dinge - und Du ?

Gruß,
grawshak
Avatar
videomart2
schrieb am 11.02.14 16:40:42
Beitrag Nr. 165 (46.425.132)
11.02.2014 | 15:31

Matamec Announces Two More Drills Results on the Sakami Gold Project

http://www.finanznachrichten.de/nachrichten-2014-02/29384799…
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videomart2
schrieb am 11.09.13 18:05:47
Beitrag Nr. 164 (45.429.953)
Interview with Andre Gauthier, President and CEO of Matamec Explorations Inc.
On 4 September 2013, the company announced that it has successfully completed a feasibility study for the project.

http://www.asianmetal.com/metal_cron/index_lunshi_andre_en.s…
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saltamonte
schrieb am 05.09.13 16:14:47
Beitrag Nr. 163 (45.391.939)
muss man aber auch mal sagen...
mat hat in rekordtempo eine dfs abgeschlossen und hat mit toyota quasi einen top strategischen investor. capex/opex sind nicht die problemkinder sondern die extrem volatilen seltenerd preise... wenn man die aktuellen ansetzt ist mat nicht ausreichend wirtschaftlich, wenn man mit den für 2016 erwarteten preise rechnet (welche in der dfs verwendet wurden) dann kommt man eben auf die in der dfs veröffentlichten npv/irr. wenn man mit den preisen von letztem 1-2 jahren ausgeht (x-fach der aktuellen) dann wäre mat imo ein lockerer tenbagger.

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videomart2
schrieb am 05.09.13 15:50:04
Beitrag Nr. 162 (45.391.781)


Sep 4, 2013 5:24 PM

Matamec Explorations (TSXV: MAT) took a hit after the Montreal-based explorer published a feasibility study for its Kipawa joint-venture heavy rare earth elements project near Rouyn-Noranda, Que. Its shares dropped 33%, or 8.5¢, to close at 17¢, despite the study showing the project is technically and economically viable.

Kipawa is envisioned as a 3,653 tonne per year open pit operation producing 1,516 tonnes of heavy rare earth concentrate, plus 2,137 tonnes of light rare earth concentrate each year. The deposit, located on the Zeus property, has reserves of 19.77 million tonnes with a diluted total rare earth oxide grade of 0.41% and an estimated mine life of 15.2 years. The initial cost to construct Kipawa is $374 million, including a 15% contingency. Matamec owns 51% of the project and its partner Toyota Tsusho Corp. (TTC) holds the remainder.

While the start-up costs are 18% higher than the $315.8 million estimated in a preliminary economic assessment (PEA) published in March 2012, the total operating expenditures dropped 13% to $21.53 per kilogram of mixed rare earths thanks to the optimization work the junior conducted over the year.

But what may have disappointed investors is the difference in the project’s economics compared to that of the PEA. The latest study demonstrates Kipawa has a net present value (NPV) of $260 million and an internal rate of return (IRR) of 21.6% using a 10% discount rate, on a pre-tax basis. The PEA estimated a pre-tax NPV of $500 million and a pre-tax IRR of 36.9%, using the same discount rate.

“The IRR and NPV are lower than previously but the prices they used for the lights [light rare earth elements] particularly are below current estimated spot price,” Luisa Moreno, an analyst at Euro Pacific Canada, writes in an email.

“The economics are not the best ever seen for a mining project, but the fact that they were able to produce a positive feasibility using modest LREE prices is pretty good,” she adds.

Edward Miller, the company’s director of investor relations, notes the IRR has dropped from when the company did the PEA a year ago mainly due to the sluggish prices for rare earths. “The rare earth pricing this year has fallen from the 2011 highs and hit a low. It has started to rebound over the last couple of months…but that really lowered the IRR.”

That said Miller points out there are several opportunities that could bolster Kipawa’s economics, including building a second pilot plant, where further testwork could help improve recovery rates. He says there is also potential room for improvement in the open-pit design.

“It is a very high quality deposit and there is significant upside to bring the IRR well above 25% pretax,” he reckons.

On an after-tax basis, the feasibility indicates Kipawa has a 16.8% IRR and a $128 million NPV using a 10% discount, whereas the PEA didn’t disclose Kipawa’s after-tax numbers.

Asked what challenges lie ahead at Kipawa, Miller says: “The rare earth pricing just has to continue going up, which we are seeing, and if that continues that would be very positive.

“So certainly the rare earth demand, pricing and to have the opportunity to complete the second pilot plant and get that to be able to communicate the recovery process and higher recovery rates,” he adds. Kipawa has a total recovery rate of 70%.

Looking at its to-do list, Matamec intends to finish the second pilot plant shortly, followed by the release of an environmental and social impact study early next year. In 2014, the junior also plans to explore financing options for the project, noting TTC would be responsible for footing nearly half the bill. Matamec intends to start building the mine in early 2015, with start-up anticipated in late 2016.

The company currently has about $4.5 million in its till, which it says should be enough to finish the second pilot plant and forthcoming study.


http://www.northernminer.com/news/matamec-drops-on-feasibili…
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videomart2
schrieb am 04.09.13 16:40:03
Beitrag Nr. 161 (45.385.097)
Antwort auf Beitrag Nr.: 45.384.381 von saltamonte am 04.09.13 15:25:34Ein ziemlicher Schlag ins Kontor!!:(

Mal sehen, ob sich der Kurs noch erholt, das Volumen ist erheblich...:rolleyes:


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saltamonte
schrieb am 04.09.13 15:25:34
Beitrag Nr. 160 (45.384.381)
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Grawshak
schrieb am 03.09.13 17:19:52
Beitrag Nr. 159 (45.377.387)
Antwort auf Beitrag Nr.: 45.376.867 von videomart2 am 03.09.13 16:30:02Danke.
Wie gut, dass bei solchen Dingen nie etwas "durchsickert" und alle die Informationen zur gleichen Zeit erhalten ;)
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videomart2
schrieb am 03.09.13 16:30:02
Beitrag Nr. 158 (45.376.867)
Antwort auf Beitrag Nr.: 45.376.739 von Grawshak am 03.09.13 16:19:27Kein Wunder:;)

"The results of the feasibility study will be announced on September 4. This will be an important achievement, considering the difficulties that many emerging rare earth companies have been facing in order to reach this stage. Matamec has shown the importance of securing partnerships, whether in the form of an off-take agreement or other forms of cooperation, with influential industry players in order to advance investment and technology intensive mining projects as are those involving rare earths. Matamec is unique in that it is the only rare earths company to have signed a major automotive manufacturer as a joint venture partner with a guaranteed sale of its products for the duration of the mine, estimated at 13 years. Clearly, this has greatly reduced Matamec’s economic risk. TTC considers the Kipawa deposit as an essential source of HREE to build hybrid vehicles, an area in which the parent company Toyota has placed a great deal of its future growth prospects."

http://investorintel.com/rare-earth-intel/matamecs-kipawa-re…
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Grawshak
schrieb am 03.09.13 16:19:27
Beitrag Nr. 157 (45.376.739)
Antwort auf Beitrag Nr.: 45.376.301 von videomart2 am 03.09.13 15:35:06konnte keine News dazu finden.... ?

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videomart2
schrieb am 03.09.13 15:35:06
Beitrag Nr. 156 (45.376.301)
:cool:
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videomart2
schrieb am 02.09.13 16:59:58
Beitrag Nr. 155 (45.370.093)
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videomart2
schrieb am 02.09.13 16:45:43
Beitrag Nr. 154 (45.369.991)
Heute kein Handel in Kanada: 02.09.: Tag der Arbeit
Zeit, sich Matamec nochmal genauer anzusehen...



Matamec Explorations: Ein Explorationsunternehmen in Kanada mit Fokus auf schwere seltene Erden

Erwin Matula - 18 Juli 2013

http://www.miningscout.de/blog/2013/07/18/matamec-exploratio…
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videomart2
schrieb am 31.08.13 00:45:01
Beitrag Nr. 153 (45.360.809)
"The best source for a sustained quantity of HREEs is Matamec Exploration Inc.'s Kipawa deposit in Quebec."

The Metals Report Interview with Anthony Mariano and Tony Mariano Jr.
Source: Brian Sylvester of The Metals Report (8/27/13)
http://www.silverstrategies.com/story.aspx?local=1&id=42254


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videomart2
schrieb am 30.08.13 18:40:01
Beitrag Nr. 152 (45.359.263)
15 REE-Companies im Performance-Vergleich:

Nur eine ist auf Jahressicht im "grünen Bereich"...;)

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videomart2
schrieb am 30.08.13 17:59:57
Beitrag Nr. 151 (45.358.975)
Das Volumen zieht an... :)

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videomart2
schrieb am 21.08.13 23:50:49
Beitrag Nr. 150 (45.298.725)
The Metals Report: What are some examples of companies with low capex that could be successful?

Patrick Wong: On the heavy rare earth element (HREE) side, Matamec Explorations Inc. (MAT:TSX.V; MRHEF.OTCQX) and Tasman Metals Ltd. (TSM:TSX.V; TAS:NYSE.MKT; TASXF.OTCPK; T61:FSE). A bit further down the road is Namibia Rare Earths Inc. (NRE:TSX, NMREF.OTCQX). Having access to a refinery is key, especially for HREE projects.

http://www.resourceinvestor.com/2013/08/13/electric-transpor…
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videomart2
schrieb am 21.08.13 21:19:59
Beitrag Nr. 149 (45.297.645)
Matamec’s Kipawa REE project proceeds toward 2016 production with support from partner Toyota


Posted on August 13, 2013 by Alessandro Bruno

Matamec Explorations Inc. (“Matamec”, TSXV: MAT | OTCQX: MHREF), on August 8, announced the receipt of USD$ 565,769 from its Japanese partner Toyotsu Rare Earth Canada, Inc. (“TRECan”), a subsidiary of Toyota Tsusho Corp. (“TTC”) as part of the final payment of just over CAD$ 16 million to fund a definitive feasibility study (FS) for the Kipawa rare earths deposit. Under the terms of the Joint Venture Agreement, with the final payment received, TRECan will now acquire a 49% undivided interestin the Kipawa JV Property. Matamec “is the only rare earth exploration company to have received funds to accelerate and complete a feasibility study and an environmental and social impact assessment study of a HREE deposit”.

The results of the feasibility study will be announced on September 4. This will be an important achievement, considering the difficulties that many emerging rare earth companies have been facing in order to reach this stage. Matamec has shown the importance of securing partnerships, whether in the form of an off-take agreement or other forms of cooperation, with influential industry players in order to advance investment and technology intensive mining projects as are those involving rare earths. Matamec is unique in that it is the only rare earths company to have signed a major automotive manufacturer as a joint venture partner with a guaranteed sale of its products for the duration of the mine, estimated at 13 years. Clearly, this has greatly reduced Matamec’s economic risk. TTC considers the Kipawa deposit as an essential source of HREE to build hybrid vehicles, an area in which the parent company Toyota has placed a great deal of its future growth prospects.

The actual amount of rare earths used in hybrid vehicles is small; however, these elements are absolutely crucial for the manufacturing of the magnets, superconductors, catalysts and batteries that are increasingly used in hybrid and electric vehicles. HREE’s are making it possible to reduce battery weight, dimensions while increasing their power in conjunction with developments in battery charging technology that will drive demand for EV’s and hybrids over the next few years. Demand for rare earths could soon exceed supply, given that China produces 97% of these critical metals and is tightening the reins on exports.

Matamec specializes in the development of heavy rare earths in the Canadian provinces of Quebec and Ontario but the focus has been its Kipawa project in Quebec. The partnership with Toyotsu is ensuring that production stage will be reached by 2016. Toyotsu has agreed to buy all metals produced at the Kipawa property. In March 2012, Matamec decided to skip the ‘preliminary feasibility study’ phase – in view of a favorable preliminary economic assessment – and move directly to the full FS. Meanwhile, Matamec has already started metallurgical tests, including the construction of a pilot test facility. Last April, Matamec announced the discovery of new REE zones, bringing the total number on the property to 12. The property includes HREE’s and some niobium (Nb). Niobium has a number of applications but in the automotive sector it is especially desired for its steel strengthening qualities and used to make the future ‘high strength low alloys’ to enable manufacturers to reduce weight and, therefore, lower fuel consumption. Moreover, as rare earths expert Jack Lifton noted a few years ago, the Toyota Prius is the “biggest user of rare earths of any object in the world,” including a kilo (2.2 lb) of neodymium (Nd) in the electric motor and 10 to 15 kg (22-33 lb) of lanthanum (La) in the battery pack. The higher the desired fuel efficiency, or duration of the electric charge, the more Nd and La would be required.

The partnership has enabled Matamec to overcome the financial hurdle of funding the FS, which will determine whether to proceed,or not, with construction; a ‘yes’ decision would see production starting by the second half of 2016 as scheduled. Matamec will then join Lynas and Molycorp as one of the few companies outside China able to supply high-quality rare metals. This will be no small feat, given the difficulties faced by other exploration companies in achieving project targets. Matamec has other exploration activities as well; it holds seven other sites in Quebec and Ontario, all located in well-mineralized zones, featuring gold, silver, other minerals, as well as rare earths. However, these projects are in the early stages and the Kipawa Project remains its main activity.


http://investorintel.com/rare-earth-intel/matamecs-kipawa-re…
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videomart2
schrieb am 21.08.13 21:06:02
Beitrag Nr. 148 (45.297.527)
Matamec Explorations Inc. meldet Finanzergebnisse des zweiten Quartals

20.08.2013 | 10:04 Uhr | Rohstoff-Welt.de

Das Explorationsunternehmen Matatmec Explorations veröffentlichte gestern die finanziellen Ergebnisse des zweiten Quartals 2013. Demnach verzeichnete das Unternehmen während der drei Monate bis 30. Juni dieses Jahres einen Nettoverlust in Höhe von 633.495 CAD bzw. 0,005 CAD je Aktie. Im zweiten Quartal 2012 hatte das Unternehmen mit 870.551 CAD bzw. 0,007 CAD je Aktie jedoch einen größeren Verlust verzeichnet. Zum Ende des Quartals verfügte Matamec über Barmittel und -äquivalente von 1,3 Mio. CAD.

Die Ergebnisse der Machbarkeitsstudie für die Kipawa-Lagerstätte sollen im September dieses Jahres veröffentlicht werden.

http://www.rohstoff-welt.de/news/artikel.php?sid=44714
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videomart2
schrieb am 20.08.13 22:29:58
Beitrag Nr. 147 (45.289.651)
Matamec - Kipawa Mine Project

Video - English Version
http://www.youtube.com/watch?v=bTK-TsmMO5s
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videomart2
schrieb am 20.08.13 13:20:32
Beitrag Nr. 146 (45.284.971)
Matamec Reports Second Quarter 2013 Financial Results

Montreal, August 19th, 2013
http://www.matamec.com/vns-site/pressdetail-2013_08_19_matam…
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videomart2
schrieb am 20.08.13 13:15:38
Beitrag Nr. 145 (45.284.939)
Matamec will release the Kipawa JV Feasibility Study Results on Wednesday, September 4, 2013 prior to market opening.

http://www.matamec.com/vns-site/pressdetail-2013_07_29_matam…
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videomart2
schrieb am 19.08.13 16:45:57
Beitrag Nr. 144 (45.278.819)
PRESS RELEASE
August 19, 2013, 9:05 a.m. ET

Matamec and Canada Strategic Metals Announce Agreement for Sakami Gold Project


http://online.wsj.com/article/PR-CO-20130819-904675.html#
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videomart2
schrieb am 19.08.13 16:39:58
Beitrag Nr. 143 (45.278.781)
Immerhin reicht es für Matamec, die Spitze der REE-Companies zu übernehmen,
und zwar vor Avalon und vor Quest!! :cool:

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videomart2
schrieb am 14.08.13 00:33:33
Beitrag Nr. 142 (45.244.689)
Antwort auf Beitrag Nr.: 45.244.665 von videomart2 am 14.08.13 00:23:05Dieser Scheisser hat sich mit 63 Millionen Dollar verzockt!!:laugh:

Hoffen wir für Matamec, dass das der einzige Verkaufsgrund ist...:rolleyes:

http://www.marketwatch.com/story/pinetree-capital-ltd-announ…