Arafura - Uran, Thorium, Phosphat und Rare Earth im N.T. (Seite 216)

[Equityswap]

Antwort auf Beitrag Nr.: 43.785.260 von power_48 am 05.11.12 06:48:08

Überzeugend.
Ich fang mal an zu werkeln und wenn die REE Preise unten sind, dann suche ich mir einen Partner zum finanzieren.

Stellt euch vor Ihr kriegt jetzt 6 mal mehr Aktien wie beim Hoch und keiner kauft sie.

[power_48]

http://www.rcresearch.com.au/fdl?i=1257

http://www.rcresearch.com.au/documents/rare-and-minor-metals…

Summary:

ARU's Nolans Rare Earths Project has overcome most technical challenges and exhibits robust financial returns (independently valued at A$3.2bn) in a rare earths marketplace that has come back to earth. With a cash injection of A$32.4m, ARU now has the bulk of the funds needed to complete its feasibility study. The market's main concern now is probably project financeability (A$1.9bn capex), but maybe it should take a lead from ARU's Chinese major shareholder that is now investing more, with knowledge of two other major multinationals jockeying for position as potential partners.

Investment points:


With short term funding resolved our share price target is A$0.28/share in the next six months, with significantly more upside if ARU confirms major project partners and resolves project financing issues.

Nolans Rare Earths project is underpinned by a world-class rare earth element (REE) deposit at Nolans Bore, with total resources of 47mt and first production possible in 2016.

Anticipated imminent conversion of resources to reserves will underpin project valuation and financeability.

Capital cost A$1.9bn, mine life +20 years with production of 20ktpa rare earth oxides (REO), plus phosphate, uranium, gypsum. Robust project economics. Extensive testwork largely confirms REO separation technology, subject to final scale-up validation.

Project Review (Aug '12) indicates excellent financial returns (Revenue: A$1.1bnpa, EBITDA A$698mpa, A$1.9bn capex). Opex ~A$20/kg versus US$60/kg (real) REO pricing assumed.

Recent Independent Expert project valuation of A$3.2billion.

Short term funding issues resolved with A$32.4m cash injection providing project development funding through to potential project financing.

A$9.9m cash injection by ARU's major shareholder (China's ECE) at a premium to the market is a major statement of confidence in the project's technical development and ultimate financeability.

A$22.5m R&D tax refund is very timely, avoiding a near-term equity issue.

Project finance is the challenge – but already three major multinational companies from China (ECE), Germany (ThyssenKrupp) and Korea have positioned themselves as potential development partners, and there are likely to be others – this is the key to unlocking project finance.

Our analysis shows that further strategic partnerships and probable project equity reduction will be the key to building ARU shareholder value.

Analyst: Tony Parry

[pyramus]

Zitat von Silberhausse: Das kann ich Dir sagen...calibra21!

Eigentlich versuche ich ja immer, in der Meinung anderer irgend welche Wahrheit zu entdecken, bei manchen allerdings ist es wirklich hoffnungslos und dann muss man da auch klar Stellung zu beziehen.

Pyramus gehört ganz einfach zu den hartnäckigen Chancenleugnern, die einfach nicht begreifen wollen wie ein Explorer arbeitet/arbeiten muss.

(...)

Grüße, Silberhausse.

Und? Viereinhalb Jahre sind vergangen. Wie ist es wohl den Anlegern ergangen, die auf die angebliche "Chance" hereingefallen sind? Ach? Arafura jetzt nur noch 16 Cent (!) je Anteil - nachdem "Art Bechstein" vor bald 7 Jahren den wohl ersten Thread zu Aru eröffnete.

[power_48]

Funding update - BRR Interview

ARAFURA RESOURCES LIMITED

Arafura receive funding to advance Nolans toward production” – BRR webcast

Australian Rare Earths company Arafura Resources Limited (ASX: ARU) has released a webcast discussing recent funding receipts and the advancement of the Nolans project towards production.

Speaker: Chris Tonkin, Chief Executive Officer
Live date: Thu, 1 Nov 2012 11:30 a.m. AEST

Access this webcast at www.brrmedia.com/event/105834

Access other ARU webcasts at www.brrmedia.com/asx/ARU

[power_48]

Sept Quarterly Activities and Cashflow

http://stocknessmonster.com/news-item?S=ARU&E=ASX&N=611275

[JoJo49]

[http://www.washingtonpost.com/business/economy/as-candidates…
China’s advantage erodes in a key area: rare earth minerals



Stringer Shanghai/Reuters - A man works at the site of a rare earth metals mine at Nancheng county, Jiangxi province on October 20, 2010.

By Howard Schneider,
Oct 26, 2012 10:23 PM EDT

The Washington Post
Two years after China limited its exports of “rare earth minerals,” unnerving developed countries that depended on them for industrial uses, production is expanding at sites outside China.
:::
:::
Googleübersetzt: http://translate.googleusercontent.com/translate_c?depth=1&h…



Grüsse JoJo

[M0NEYDESTR0YER]

du bist doch gar nicht mehr investiert...mach dir doch keine gedanken mehr um den chart.

viel glück

[Equityswap]

Der Chart könnte in einer Woche wieder bei 12 Cent sein?
Etwas tiefer als vorher, da Downtrend voll intakt.
Vor allem in Australien sieht der Chart supersymmetrisch zur Spitze von vor zwei Tagen aus.

[JoJo49]

ARU Arafura Resources Limited
October 2012
26th Notice of Annual General Meeting/Proxy Form
http://www.stocknessmonster.com/news-item?S=ARU&E=ASX&N=6104…
OF ANNUAL GENERAL MEETING
and
EXPLANATORY MEMORANDUM
TO SHAREHOLDERSDate of Meeting:
30 November 2012
Time of Meeting:
10am WST
Place of Meeting:
Duxton Hotel
Room: Duxton 3
1 St Georges Terrace,
Perth
Western Australia
Please read the Notice and Explanatory
Memorandum carefully.
If you are unable to attend the meeting please
complete and return the enclosed proxy form in
accordance with the specified instructions.
1
Arafura Resources Limited
NOTICE OF ANNUAL GENERAL MEETING

RESOLUTION 1: Re-election of Alex Losada-Calderon as Director
To consider, and if thought fit, to pass the following resolution as an ordinary resolution:
“That Alex Losada-Calderon, being a director of the Company who retires by rotation under
rule 7.1(d) of the Company’s constitution, and being eligible, is re-elected as a director of
the Company.”

RESOLUTION 2: Re-election of Shasha Lu as Director
To consider, and if thought fit, to pass the following resolution as an ordinary resolution:
“That Shasha Lu, being a director of the Company who retires by rotation under rule 7.1(d) of
the Company’s constitution, and being eligible, is re-elected as a director of the Company.”

RESOLUTION 3: Election of Ian Kowalick as Director
To consider, and if thought fit, to pass the following resolution as an ordinary resolution:
“That Ian Kowalick, having been appointed as a director of the Company since the last
Annual General Meeting and who retires under rule 7.1(c) of the Company’s constitution and being eligible, is elected as a director of the Company”

RESOLUTION 4: Remuneration Report
The Company’s board is submitting its Remuneration Report to shareholders for consideration and
adoption by way of a non-binding resolution.
To consider, and if thought fit, to pass the following non-binding resolution as an ordinary resolution:
“That the Remuneration Report for the year ended 30 June 2012 be adopted.”
:::



@ ein schönes WE

Grüsse JoJo

[Equityswap]

Aufwärtstrend? Bist Du dir da wirklich sicher?

Zum heutigen Kurs brauche ich ja nicht viel sagen:
25.10.12 07:10 Uhr 0,215 AUD -6,52% [-0,015]

Klar ich wollte meinen Verkaufspreis durch Warten auf den richtigen Moment optimieren.
Bei so abgefrickelten Werten gibt es immer mal ne Bärmarktralley wo einige meinen "jetzt gehts los" und zuschlagen. Manche arbeiten ja mit Stopplos - Ich überprüfe die Katastrophen im Depot regelmäßig und falls es sich lohnt , dann raus.