[posting]38655687[/posting]Hi Tim,
habe mich auch lange nicht gemeldet und wollte auch endlich in Deinen neuen Thread reinschauen. Sehr Intressant und Übersichtlich, weiter so
. Hier für mich noch ein unterbewerter und noch unbekannter Kohleproduzent mit riesen Chancen. Ich weiß nicht, ob Du den Wert schon unter der Lupe genommen hast. Die WKN hatte ich Dir ja schon geschickt.
HEG - Homeland Energy ( A0NG1X )
- GMR als Großaktionär spielt im Moment die Zukunftstragende Rolle; die Inder haben mehrer Feuer im Eisen und wollten sich mit der Beteiligung an HEG die Ressource Kohle sichern
- GMR hat das letzte PP voll mitgetragen und alle Aktien selbst übernommen!
GMR GROUP (“GMR”)
On November 4, 2008, the GMR Group (“GMR”) advised the Company that it would not be exercising its option to acquire 40% of Homeland Mining & Energy SA (Pty) Ltd. (“HMESA”) for USD $135,000,000 and that it had elected to exercise its right to sell the 10% of HMESA that it had already acquired back to Homeland at its original purchase price of USD $30,000,000. The Company believes that this decision was the direct result of the international economic and financial crisis of the fourth quarter of 2008.
The Company, at its election determined to settle this obligation in common shares of Homeland, at approximately $0.46 per share. The share price was calculated under the Share Purchase Agreement as the 20-day average closing price ended November 4, 2008 plus a 5% premium. Shareholders of Homeland approved the issue of 75,792,027 common shares on December 30, 2008.
Although the completion date by which the Company was to repurchase the HMESA shares was extended at the request by GMR to allow discussions to continue to explore alternative commercial solutions, on February 23, 2009 the Company issued 75,792,027 common shares of Homeland and reacquired 100% ownership in HMESA.
On March 6, 2009, Homeland issued 15,776,512 common shares to a controlled affiliate of GMR Energy Limited at a price of $0.20 per share to allow GMR to maintain its 33% holdin
- die Kendal Mine ist im Moment der Schlüssel für HEG, als produzierende Mine bringt sie den nötigen Cashflow:
Location - southwest of the town of Ogies in the Mpumalanga Province of South Africa
Production - 1.8 million tonnes per year run-of-mine thermal coal
Resource base - 34 million tonnes Measured & Indicated
Property size - 750 hectares (1,850 acres)
Mining Licence - granted March 2008
Mining method - largely open cast (open pit)
Production began - July 2008
Contract mining - Moolmans, South Africa
Wash plant - 200 tonnes-per-hour
Production - 150,000 tonnes per month run-of-mine
Costs - washed product approx. US$26/tonne; run-of-mine product approx. US$15/tonne
Coal quality - washed coal up to 27,5Mj/kg AD (11,809 Btu/lb) (6567Kcal/kg), 24% Volatiles, 16% ash, 56% FCC, 4% moisture, low sulphur
Ownership - 74% Homeland Mining and Energy SA; 26% BEE partners;
die Zukunft allerdings ist das erworbene Eloff-Projekt südwestlich von Kendal:
In situ coal resources, reported according to the requirements of the Canadian National Instrument 43-101:
Kendal M+I 9,4 Mio Tonnen + 25,2 Mio Inf
Eloff M+I 250,3 Mio Tonnen + 210,5 Inf
Insegsamt hat HEG damit NI43-101 Reserven von M+I 260 Mio Tonnen + 236 Mio Inf
Gruß Dicker