Arafura - Uran, Thorium, Phosphat und Rare Earth im N.T. (Seite 230)
eröffnet am 07.08.05 15:52:05 von
neuester Beitrag 06.05.24 19:04:22 von
neuester Beitrag 06.05.24 19:04:22 von
Beiträge: 25.628
ID: 998.300
ID: 998.300
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Gesamt: 4.708.153
Gesamt: 4.708.153
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ISIN: AU000000ARU5 · WKN: 787896
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Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7875 | +17,54 | |
| 0,6800 | +13,33 | |
| 0,8000 | +11,11 | |
| 3,3400 | +10,60 | |
| 10,770 | +9,50 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5850 | -8,24 | |
| 0,9860 | -12,74 | |
| 0,6000 | -18,37 | |
| 0,6601 | -26,22 | |
| 1,1600 | -46,79 |
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Seltene Erden sind nicht selten
Recycling und neue Abbaugebiete könnten die Abhängigkeit Europas von China bei den begehrten Metallen deutlich verringern.
:::
http://www.wallstreet-online.de/nachricht/4942947-steigende-…
:::
Immer häufiger sind es in der Rohstoffbranche auch Umweltaspekte, die für Probleme sorgen. Hier haben zum Beispiel Lynas (WKN: 871899) mit einer Verarbeitungsanlage für Seltene Erden in Malaysia oder auch Newmont Mining (WKN: 853823) mit einem Projekt in Peru für Schlagzeilen gesorgt.
:::
Grüsse JoJo
Seltene Erden sind nicht selten
Recycling und neue Abbaugebiete könnten die Abhängigkeit Europas von China bei den begehrten Metallen deutlich verringern.
:::
http://www.wallstreet-online.de/nachricht/4942947-steigende-…
:::
Immer häufiger sind es in der Rohstoffbranche auch Umweltaspekte, die für Probleme sorgen. Hier haben zum Beispiel Lynas (WKN: 871899) mit einer Verarbeitungsanlage für Seltene Erden in Malaysia oder auch Newmont Mining (WKN: 853823) mit einem Projekt in Peru für Schlagzeilen gesorgt.
:::
Grüsse JoJo
Globe vs. Arafura
-------------------------
China opens rare earth doors for Globe
Tuesday, 12 June 2012
Lauren Barrett
WHILE developing rare earth projects can present challenges, Globe Metals & Mining has formed a strategy aimed at helping it succeed where its counterparts have struggled.
The Africa-focused junior exploration company, previously a heavily uranium-focused company, is well on its way to making the transition into a producer via its multi-commodity Kanyika niobium project in Malawi.
With production of ferro-niobium tipped to kick off from Kanyika in 2015, Globe is already well positioned to take a front seat among the major producers of this specialty commodity.
With five separate projects in two different countries, Globe is also turning heads with one of its other up-and-coming projects, the Mount Muambe project in Mozambique.
Located less than 50km from the mining development hub of the Tete province, the fluorite/heavy rare earth project is emerging as the next major development for Globe.
Globe recently secured a 70% stake in the project after delivering a maiden resource.
The maiden resource estimate of 1.6 million tonnes at 19% fluorite containing 310 thousand tonnes of fluorite at a 10% cut-off was determined by mining consultants Quantitative Group and was based on results from 71 reverse circulation drill holes for 5286m.
Last week, Globe released more encouraging result from Mt Muambe, with drill results identifying thee known zones of rare earth mineralisation, all of them remaining open in most directions laterally.
The results included 96m at 2.2% of total rare earth oxide including 18m at 4.1% of TREO and 76m grading 2.2% of TREO including 24m at 3.2% of TREO.
The latest drilling results mark the first set of results from the first four holes of the 2012 drilling campaign at Mt Muambe.
While drilling at the project to date is still in its initial stages, Globe said a drilling program would continue throughout the end of 2012.
Globe non-executive director Julian Stephens told a lunch in Perth last week that the latest drilling results proved Mt Muambe could be a serious asset.
“We have shown these large widths of rare earth mineralisation, which give us a large rare earth resource plus fluorite resource at Mount Muambe,” he said.
“We are really excited about the resource potential of this project.”
Stephens said the location of the project in relation to infrastructure “couldn’t be better.”
With a power line located about 3km away from the project and rail infrastructure within 25km of the project, Globe is well placed to leverage of the well-established infrastructure already in placed.
With encouraging resource potential at Mt Muambe now proven, Globe expects to release an initial resource for the project by the end of this year or early 2013, with a scoping study to follow.
The completion of a scoping study would give Globe an 80% stake in project under the joint venture agreement with Bala Usokoti.
Not content with a positive flow sheet and a soon to be defined resource at Mt Muambe, Globe knows the importance of securing a customer for the dual-commodity project.
With China already consuming about 70% of rare earths, Globe is eyeing off the powerhouse as its number one export destination.
Stephens said it was important “to have a China strategy,” so it didn’t make the same mistakes plaguing other prospective rare earth players, such as the once troubled Arafura Resources, which had attempted to go it alone on the development of its Nolans rare earth project in the Northern Territory.
Arafura faced a publicised stream of difficulties getting Nolans off the ground, including issues raising cash in the market coupled with the decision to dump half its board to conserve cash.
Globe is keen to avoid repeating the issues experienced by Arafura by tapping into the Chinese market.
Globe is already well placed to leverage off heavy Chinese interest in rare earths after securing major investor East China Minerals Exploration and Development Bureau (ECE) in April last year.
ECE is a large state-controlled enterprise with gold and base metals mines and refineries in China.
It received approval from regulatory authorities and Globe shareholders to obtain a 53.86% stake in the company by purchasing shares at 40.5c each.
While ECE as a major shareholder proved to be most advantageous for Kanyika funding, the strategic partnership is also a shining light for the material development of Mt Muambe.
Stephens said ECE was essentially “our vehicle into Asian capital and potential offtake partners,” for Mt Muambe, with ECE acting as a facilitator for Globe’s entry into China.
Stephens said a partner of some sort for Mt Muambe would not only bring down costs of development but would slash the amount of time needed to get the project into the production stages.
Stephens said Globe had already touched base with potential partners looking at partnering up for Mt Muambe’s development and with the intention of attending a rare earth conference in Shanghai this week, more discussions could be on the cards.
It’s an exciting time on the development from for Globe, while timely developments on the corporate side are also taking shape.
With Mt Muambe on the verge of becoming a sizeable asset, Globe recently announced its intention to split Globe up into two separate entities.
This would involve spinning out all of its exploration assets aside from the Kanyika project into a separate vehicle, thus creating a separate niobium focused and rare earth focused company.
The main driver behind this move was to generate fresh market interest while also generating extra value for its exploration assets so it no longer had to solely trade around cash backing.
The move would also simplify Globe’s portfolio and would provide funding to advance development of Mt Muambe.
The spin-off plans, aimed to be carried out by the end of 2012, are subject to board, shareholder and government approvals; however Stephens said the move would be put on the backburner if Europe “explodes”.
Post listing of the new entity, Globe will attempt a dual listing on the TSX.
With cash reserves currently standing at around $A36 million and continued exploration at its flagship assets coming to fruition, the remaining half of 2012 will surely be a busy time for Globe.
Meanwhile, keeping tabs on Mt Muambe’s development could also have its rewards after Globe managing director Mark Sumich said the project was now “beginning to shine as one of the best rare earth projects in Africa.”
-------------------------
China opens rare earth doors for Globe
Tuesday, 12 June 2012
Lauren Barrett
WHILE developing rare earth projects can present challenges, Globe Metals & Mining has formed a strategy aimed at helping it succeed where its counterparts have struggled.
The Africa-focused junior exploration company, previously a heavily uranium-focused company, is well on its way to making the transition into a producer via its multi-commodity Kanyika niobium project in Malawi.
With production of ferro-niobium tipped to kick off from Kanyika in 2015, Globe is already well positioned to take a front seat among the major producers of this specialty commodity.
With five separate projects in two different countries, Globe is also turning heads with one of its other up-and-coming projects, the Mount Muambe project in Mozambique.
Located less than 50km from the mining development hub of the Tete province, the fluorite/heavy rare earth project is emerging as the next major development for Globe.
Globe recently secured a 70% stake in the project after delivering a maiden resource.
The maiden resource estimate of 1.6 million tonnes at 19% fluorite containing 310 thousand tonnes of fluorite at a 10% cut-off was determined by mining consultants Quantitative Group and was based on results from 71 reverse circulation drill holes for 5286m.
Last week, Globe released more encouraging result from Mt Muambe, with drill results identifying thee known zones of rare earth mineralisation, all of them remaining open in most directions laterally.
The results included 96m at 2.2% of total rare earth oxide including 18m at 4.1% of TREO and 76m grading 2.2% of TREO including 24m at 3.2% of TREO.
The latest drilling results mark the first set of results from the first four holes of the 2012 drilling campaign at Mt Muambe.
While drilling at the project to date is still in its initial stages, Globe said a drilling program would continue throughout the end of 2012.
Globe non-executive director Julian Stephens told a lunch in Perth last week that the latest drilling results proved Mt Muambe could be a serious asset.
“We have shown these large widths of rare earth mineralisation, which give us a large rare earth resource plus fluorite resource at Mount Muambe,” he said.
“We are really excited about the resource potential of this project.”
Stephens said the location of the project in relation to infrastructure “couldn’t be better.”
With a power line located about 3km away from the project and rail infrastructure within 25km of the project, Globe is well placed to leverage of the well-established infrastructure already in placed.
With encouraging resource potential at Mt Muambe now proven, Globe expects to release an initial resource for the project by the end of this year or early 2013, with a scoping study to follow.
The completion of a scoping study would give Globe an 80% stake in project under the joint venture agreement with Bala Usokoti.
Not content with a positive flow sheet and a soon to be defined resource at Mt Muambe, Globe knows the importance of securing a customer for the dual-commodity project.
With China already consuming about 70% of rare earths, Globe is eyeing off the powerhouse as its number one export destination.
Stephens said it was important “to have a China strategy,” so it didn’t make the same mistakes plaguing other prospective rare earth players, such as the once troubled Arafura Resources, which had attempted to go it alone on the development of its Nolans rare earth project in the Northern Territory.
Arafura faced a publicised stream of difficulties getting Nolans off the ground, including issues raising cash in the market coupled with the decision to dump half its board to conserve cash.
Globe is keen to avoid repeating the issues experienced by Arafura by tapping into the Chinese market.
Globe is already well placed to leverage off heavy Chinese interest in rare earths after securing major investor East China Minerals Exploration and Development Bureau (ECE) in April last year.
ECE is a large state-controlled enterprise with gold and base metals mines and refineries in China.
It received approval from regulatory authorities and Globe shareholders to obtain a 53.86% stake in the company by purchasing shares at 40.5c each.
While ECE as a major shareholder proved to be most advantageous for Kanyika funding, the strategic partnership is also a shining light for the material development of Mt Muambe.
Stephens said ECE was essentially “our vehicle into Asian capital and potential offtake partners,” for Mt Muambe, with ECE acting as a facilitator for Globe’s entry into China.
Stephens said a partner of some sort for Mt Muambe would not only bring down costs of development but would slash the amount of time needed to get the project into the production stages.
Stephens said Globe had already touched base with potential partners looking at partnering up for Mt Muambe’s development and with the intention of attending a rare earth conference in Shanghai this week, more discussions could be on the cards.
It’s an exciting time on the development from for Globe, while timely developments on the corporate side are also taking shape.
With Mt Muambe on the verge of becoming a sizeable asset, Globe recently announced its intention to split Globe up into two separate entities.
This would involve spinning out all of its exploration assets aside from the Kanyika project into a separate vehicle, thus creating a separate niobium focused and rare earth focused company.
The main driver behind this move was to generate fresh market interest while also generating extra value for its exploration assets so it no longer had to solely trade around cash backing.
The move would also simplify Globe’s portfolio and would provide funding to advance development of Mt Muambe.
The spin-off plans, aimed to be carried out by the end of 2012, are subject to board, shareholder and government approvals; however Stephens said the move would be put on the backburner if Europe “explodes”.
Post listing of the new entity, Globe will attempt a dual listing on the TSX.
With cash reserves currently standing at around $A36 million and continued exploration at its flagship assets coming to fruition, the remaining half of 2012 will surely be a busy time for Globe.
Meanwhile, keeping tabs on Mt Muambe’s development could also have its rewards after Globe managing director Mark Sumich said the project was now “beginning to shine as one of the best rare earth projects in Africa.”
Antwort auf Beitrag Nr.: 43.271.414 von ruhe7 am 11.06.12 17:27:15GWG, was aber keine Kaufempfehlung sein soll.
Antwort auf Beitrag Nr.: 43.271.228 von Kongo-Otto am 11.06.12 16:49:38Darf ich mich erkundigen in welche REE-Werte Du umgeschichtet hast. Danke
Antwort auf Beitrag Nr.: 43.270.491 von druidej am 11.06.12 13:29:52"Irgendwann" kann lange sein.
Wie ich schonmal sagte: Wieso hier auf eine Erholung warten, wenn andere REE-Werte mit weitaus besseren Aussichter derzeit ebenfalls extrem günstig zu haben sind und man mit diesen in den kommenden Monaten wesentlich bessere Aussichten auf fette Gewinne hat als mit ARU?
Musste mich auch überwinden ARU mit 40%-Verlust zu verkaufen, aber so ist halt Börse.
Ich denke, meine Umschichtung wird sich auszahlen.
Wie ich schonmal sagte: Wieso hier auf eine Erholung warten, wenn andere REE-Werte mit weitaus besseren Aussichter derzeit ebenfalls extrem günstig zu haben sind und man mit diesen in den kommenden Monaten wesentlich bessere Aussichten auf fette Gewinne hat als mit ARU?
Musste mich auch überwinden ARU mit 40%-Verlust zu verkaufen, aber so ist halt Börse.
Ich denke, meine Umschichtung wird sich auszahlen.
Trading Spotlight
Antwort auf Beitrag Nr.: 43.269.453 von ruhe7 am 11.06.12 07:46:13Es mag gut sein, dass Aru nie zum Producer wird, aber selbst dann kann man über die Entwicklung der Rohstoffpreise diskutieren, da Nolans sicher irgendwann von irgendwem ausgebeutet wird. Es geht darum, das Beste aus dem Aktienwert zu machen, notfalls wird eben verkauft und geschaut, was dann noch übrig ist.
Antwort auf Beitrag Nr.: 43.268.291 von ymhi2004 am 10.06.12 13:48:00Tatsächlich habe ich mich verklickt. Ich beobachte den Wert
seit Jahren, da mich seltene Erden als Invest interessieren.
Ändert nichts an meiner Aussage. Man diskutiert hier über
die Entwicklung der Rohstoffpreise und will dabei gar nicht realisieren,
dass Arafura in der jetzigen Form selbige niemals abbauen wird können. Lb Gr.
seit Jahren, da mich seltene Erden als Invest interessieren.
Ändert nichts an meiner Aussage. Man diskutiert hier über
die Entwicklung der Rohstoffpreise und will dabei gar nicht realisieren,
dass Arafura in der jetzigen Form selbige niemals abbauen wird können. Lb Gr.
http://www.raremetalblog.com/2012/06/raremetalblog-month-in-…" target="_blank" rel="nofollow ugc noopener">http://www.raremetalblog.com/2012/06/raremetalblog-month-in-…
Wednesday, June 06, 2012
RMB May Month-in-Review: Rare Earth Market Averages Down 15.45%, Buying Opportunities Abound
:::
:::
Googleübersetzt: http://translate.google.de/translate?sl=auto&tl=de&js=n&prev…
@ eine erfolgreiche Woche
Grüsse JoJo
Wednesday, June 06, 2012
RMB May Month-in-Review: Rare Earth Market Averages Down 15.45%, Buying Opportunities Abound
:::
:::
Googleübersetzt: http://translate.google.de/translate?sl=auto&tl=de&js=n&prev…
@ eine erfolgreiche Woche
Grüsse JoJo
Zitat von Nebiim:Zitat von ymhi2004: Mich wundert immer, mit welchem Aufwand/Besserwissertum/Pedanterie hier Anwesende ihre Zeit vergeuden.
Stichwort: http://de.wikipedia.org/wiki/Korinthenkacker
Vielleicht geht es auch nur um, zu zeigen, wie "intelligent" man ist:http://de.wikipedia.org/wiki/Dyslexie
Nichts gegen User, die aus dem Nichts auftauchen und irgendwelchen pauschalen unreflektierten Mist abladen. Ich ziehe die Grenze, sobald jemand seine Dreistigkeit mit der Antwort auf ein fast jahrzehntealtes Posting garniert.
Falls ich deiner Meinung nach überreagiert habe, dann beschwere dich bitte beim Mod und spiel nicht den moralinsauren Oberlehrer.
Ich denke, ruhe7 hat sich einfach nur vertan,
anstatt sich auf den letzten ARU-Beitrag zu beziehen,
hat er sich bezogen auf den ersten Betrag von Art.
Zitat von ymhi2004: Mich wundert immer, mit welchem Aufwand/Besserwissertum/Pedanterie hier Anwesende ihre Zeit vergeuden.
Stichwort: http://de.wikipedia.org/wiki/Korinthenkacker
Vielleicht geht es auch nur um, zu zeigen, wie "intelligent" man ist:http://de.wikipedia.org/wiki/Dyslexie
Nichts gegen User, die aus dem Nichts auftauchen und irgendwelchen pauschalen unreflektierten Mist abladen. Ich ziehe die Grenze, sobald jemand seine Dreistigkeit mit der Antwort auf ein fast jahrzehntealtes Posting garniert.
Falls ich deiner Meinung nach überreagiert habe, dann beschwere dich bitte beim Mod und spiel nicht den moralinsauren Oberlehrer.
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Arafura - Uran, Thorium, Phosphat und Rare Earth im N.T.
