Yamana Gold (Seite 454)

[wotuzu17]

hab die aktie als kurzfristigen cfd- trade, deshalb setze ich mir hier eine bookmark

[McF]

Antwort auf Beitrag Nr.: 32.046.461 von mologuru am 17.10.07 13:31:46

Wie ist der Stand bei Northern Orion Ressources?
Erfolgte bereits der Zusammenschluss mit Yamana und nun
die gemeinsame Übernahme/Zusammenschluss von Meridian Gold?
Oder ist hier Yamana allein aktiv?

Gruß
M

[mologuru]

Die Aktie geht ab und keine Sau bekommt es mit. In Amerika werden täglich Aktien im Wert von mehr als 120 Million Dollar gehandelt.
Klar nervt der permanente Newsfluss auf englisch aber ist das ein Grund so ein Unternehmen nicht zu beachten. Und eins ist gewiss, die nächste Übernahme kommt bald und als kleine Nettigkeit gibt es auch noch eine Quartalsdividende. Ein großer Wert der in Deutschland nicht beachtet wird.

Schaut ruhig weiter zu wie der Kurs nach oben geht.

[mologuru]

17.10.2007 08:42
Yamana raises Gualcamayo measured, indicated resources to 518,000 ounces of gold

LONDON (Thomson Financial) - Yamana Gold Inc (Nachrichten) said after incorporating its drill results from the Gualcamayo gold project in Argentina in June into the previous resource estimate completed in May, its measured and indicated resources now total 518,000 ounces of gold, while inferred resources are estimated at 170,000 ounces.

The Canadian gold producer added that the Pindobacu target represents a significant underground mining opportunity and a source of high grade ore for the Jacobina operation in Brazil.

[e-mail]

[mologuru]

Antwort auf Beitrag Nr.: 19.155.870 von jseyffer am 05.12.05 10:01:53

amana Gold "buy"

Thursday, October 11, 2007 7:30:20 AM ET
UBS

NEW YORK, October 11 (newratings.com) - In a research note published yesterday, analysts at UBS maintain their "buy" rating on Yamana Gold Inc (AUY.ASE).


Und das hat was zu bedeuten.

[mologuru]

Antwort auf Beitrag Nr.: 19.155.870 von jseyffer am 05.12.05 10:01:53

Yamana Gold: It's Lonely on Top
posted on: October 10, 2007 | about stocks: AUY

As gold stocks were bottoming into the painful and emotional correction of mid-August, I held large miners such as Goldcorp (GG) and Gold Fields (GFI) in the actively managed account occasionally noted on the blog. These leading gold producers are still held long term in accounts I manage for others, but during the strong rebound of late summer and early autumn, I have released most of my well known producers in favor of adding to core holdings of junior producers, near producers and explorers.

The exception is Yamana Gold (AUY). I call him Captain Yamana because he is the lone well known producer in the portfolio overseeing the underlings. The Captain is richly valued, but with its strong management reputation and aggressive strategy, there is room for such a stock among my value and deep value lottery tickets... that is to say juniors and exploration companies.

With its acquisition strategy (I first took serious note of AUY after they gobbled up my former favorite miner, Desert Sun - a fledgling South American Producer). My particular strengths are in technical analysis and macro-fundamentals. I have neither the interest nor the time to bore too deeply into the micro-fundamentals of individual companies, but here is a rather entertaining look at the AUY-Northern Orion (NTO)-Meridian Gold (MDG) courtship from my friend Mark Turner, Latin American equities analyst with Hallgarten & Company. Again, AUY is a good company and getting better. It is up to the reader to make 'value' decisions.

But on to the techicals where I am most comfortable:

The daily chart shows what could be a nice inverted head & shoulders set up in making. This stock has gotten out of step with the sector largely because of its (in)digestion of Meridian and Northern Orion. I like the way AUY has broken the daily (and weekly) down trend and held above the blue line. This keeps the H&S in play. PPO and MACD have long since taken pure traders out of the stock and the up trend is weakening. But this consolidation is happening on declining volume and in fact 'on balance' volume remains very positive. This is one premium miner that is not over bought and that is not a statement that can be made for many of the major gold stocks.

I plan to follow the progress of the 'potential' H&S and monitor momentum indicators like the RSI & PPO and if the neck line is exceeded on a closing basis, the target becomes 17 plus. Meanwhile, AUY will continue to deal with support near the 50 day moving average and resistance near the 200 dma. I am not trying to make a prediction as AUY will ultimately be subject to the direction of the sector in the short term. But the chart currently looks very interesting.

Disclosure: Author has a long position in AUY

[mologuru]

Antwort auf Beitrag Nr.: 19.155.870 von jseyffer am 05.12.05 10:01:53

Mon Oct 15, 4:38 PM



By Romina Maurino, The Canadian Press
ADVERTISEMENT

TORONTO - The CEO of Yamana Gold Inc. (TSX:YRI) says his company is focused on new South and Central American assets, not on whether its successful bid for Meridian Gold Inc. (TSX:MNG) will propel it higher on the list of Canadian takeover targets.

"My view was to continue to expand the core of competencies in South and Central America (and) that's what this transaction has done," Peter Marrone, Yamana's chairman and chief executive, said Monday as Yamana reported 78 per cent of Meridian's stock has been tendered to the offer.

"What's in North America, and in Nevada in particular, is very, very, good but it's not the core of this combination. The core of it occurs in Argentina with (recent acquisition) Northern Orion, in Chile and Mexico with Meridian."

Yamana, Marrone said in an interview, was still reviewing its new assets and working to make sure shareholders reap the benefits of the revised $3.5-billion Meridian deal. The company didn't give any specific details for its plans for the new assets but said it has no immediate plans to sell any of its holdings.

More details are expected later this week, when Yamana holds an analyst call to discuss the merger.

Marrone shrugged off questions about whether Yamana's new status could make it a prime target for takeovers in Canada's rapidly consolidating gold industry, saying it would be difficult to gauge other companies' perception of Yamana's value.

"I think the best value for shareholders and maximizing that comes from delivering on the strategic plan," he said.

John Ing, president of Maison Placements in Toronto, said consolidation remains a theme for gold miners and Yamana could eventually be taken out just like any of its peers.

"They have acquired a good asset in Meridian and other players will want to see how they digest the Meridian takeover," he said.

"Near-term, I think that (a takeover) is unlikely. Long term, everybody is either prey or they are the hunted."

Meridian's El Penon gold-silver mine in Chile, he added, is likely to be Yamana's top priority as it assesses the new operations, since it's a big cash-flow generator and some of Yamana's other acquisitions "are longer term as far as payoff and are in the development stage."

Toronto-based Yamana's offer is for $7 cash - up from $3.15 when the proposal was first presented June 27 - plus 2.235 Yamana common shares for each Meridian share.

The company will pay $559 million plus 179 million shares while extending its offer for the remaining stock to Nov. 2 from Oct. 12.

Meridian, which has mines in Chile and Nevada and exploration projects throughout the Americas, had resisted the bid until it was sweetened in late September, saying the proposed deal was complex, risky and exposed its shareholders to too much base-metal production, which could reduce the value of their holdings.

The revised offer represents a premium of 38 per cent for Meridian stockholders, based on the companies' share prices when the initial proposal was announced, coincidental with Yamana's deal to acquire Northern Orion Resources Inc. (TSX:NNO). Northern Orion shareholders will soon receive 0.543 of a Yamana common share and one-10th of a cent for each Northern Orion share.

Yamana, which produces gold in Brazil, Argentina and Central America, also reported Monday an operational update for the third quarter along with Meridian. On a combined basis, total production was about 209,700 ounces of gold, 33.5 million pounds of copper, 2.2 million ounces of silver and 801 tonnes of zinc.

The deal makes it one of the world's top five gold producers.

Shares in Yamana were up 34 cents at $13.65 in midday trading on the Toronto Stock Exchange with almost 8.2 million changing hands. Meridian traded at $37.33, up $1.13 or 3.1 per cent.

[fireball69]

NEWS RELEASE
YAMANA GOLD’S TENDER OFFER FOR MERIDIAN GOLD SUCCESSFULLY
ACCEPTED BY SHAREHOLDERS; YAMANA AND MERIDIAN PROVIDE COMBINED
THIRD QUARTER OPERATIONAL HIGHLIGHTS

Toronto, Ontario, October 15, 2007 – YAMANA GOLD INC. (TSX:YRI; NYSE:AUY;
LSE:YAU) and MERIDIAN GOLD INC. (TSX:MNG; NYSE:MDG) today announced that
as of the tender deadline on October 12, 2007, 79,873,250 common shares of Meridian Gold had
been validly deposited to Yamana’s offer to acquire all of the outstanding shares of Meridian.
Yamana has taken up and accepted for payment all of these shares, which represent approximately
78 percent of the common shares of Meridian on a fully diluted basis. Yamana will pay for these
shares promptly.
Yamana offered to acquire all of the outstanding common shares of Meridian on the basis of
C$7.00 cash plus 2.235 Yamana common shares for each Meridian share. The aggregate cash
consideration to be paid by Yamana will be approximately C$559 million and the aggregate
number of common shares to be issued by Yamana will be approximately 179 million, in respect of
the shares tendered to date.
Yamana has surpassed the minimum purchase condition of its offer and has extended its offer to
midnight (EST) on November 2, 2007 to allow the remaining Meridian shareholders additional time
to tender to the offer. For U.S. securities law purposes, this extension constitutes a subsequent
offering period. A notice of extension and subsequent offering period will be mailed to Meridian
shareholders on October 16, 2007.
All of the conditions to Yamana’s agreement with Northern Orion have now been satisfied or
waived, and Yamana’s plan of arrangement with Northern Orion was completed and became
effective on October 13, 2007. Northern Orion shareholders will shortly receive 0.543 of a
Yamana common share and C$0.001 in cash for each Northern Orion share.
A formal process of acquisition of the balance of any outstanding Meridian shares will occur as is
customary in similar transactions either by compulsory acquisition or subsequent acquisition
transaction which would be intended to be completed before year end.
THIRD QUARTER OPERATIONAL HIGHLIGHTS
Yamana and Meridian provide the following operational update on a combined basis for the third
quarter of 2007. Total production on a proforma combined basis during the third quarter was
approximately 209,700 ounces of gold, 33.5 million pounds of copper, 2.2 million ounces of silver
and 801 tonnes of zinc. Additional copper and gold production is also contributed by the interest in
Alumbrera.
The following is a breakdown of operations by geography:
Brazilian, Argentine & Honduran Operations & Development (Yamana)
Consolidated gold production during the third quarter was approximately 131,400 ounces,
representing record gold production for the Company from its Brazilian and Honduran mines. As
previously announced, Yamana remains on track to produce approximately 300,000 ounces of gold
for the second half of the year. The Company will assess and update its production expectations
from time to time as it continues to gain production experience from its mines recently placed into
production.
Gold production was more than 49,700 ounces from Chapada and approximately 27,300 ounces
from São Francisco with the balance from Yamana’s other operations including approximately
36,600 ounces of gold combined from San Andrés and Fazenda Brasileiro and approximately
17,300 ounces from Jacobina. Copper production for the third quarter totaled approximately 33.5
million pounds.
At Chapada, a total of 54,628 tonnes of concentrate was produced and 55,773 tonnes of
concentrate were delivered for sale during the quarter. Concentrate production is expected to
increase further and cash costs are expected to decline at Chapada as operations ramp up to full
capacity in the fourth quarter.
The Company continued to gain mining experience and a better understanding of the deposit at São
Francisco. The mining and processing of more marginal or dump leach ore continued at São
Francisco during the third quarter in keeping with the mine plan. Lower grade material and material
initially believed to be waste is continuing to show higher grades than originally anticipated. This
also has the effect of maintaining the proven and probable reserves of the higher grade material at
São Francisco. During the third quarter, Yamana began to implement measures to reduce costs as
planned for the second half of the year.
Production at Jacobina continued to ramp up during the third quarter following implementation of
additional safety protocols and recommendations of rock mechanics advisers after certain sill pillar
failures in historically mined areas which occurred earlier this year. Production is expected to
increase in the fourth quarter as previously announced. Engineering and construction is underway
and on track to increase the throughput capacity to 6,500 tonnes per day during the first quarter of
2008 and to 8,500 tonnes per day by the end of 2008. Current forecast production for 2008 is
140,000 to 150,000 ounces with production of 200,000 ounces targeted for 2009. It is expected that
production at Jacobina will be sustained at a rate of over 200,000 ounces per year after 2009 and,
while this is largely dependant on upgrading the large indicated and inferred resources to reserves
over the coming years, the resource base is considered sufficient for sustained production at this
level from 2009 onward. As part of the expansion strategy and upgrading of resources to reserves,
underground mine development activities continued to progress at Canavieiras and at Morro do
Vento Extension where most of the resource upgrade is expected.
During the third quarter, the Company received its permit and completed the first phase of its
feasibility study for Gualcamayo. Construction is in progress with planned start-up of operations in
mid-2008.
Yamana will provide a more detailed update on the status of the expansion at Jacobina and
continuing development work along with further exploration and development activities at
Gualcamayo shortly.
Chilean & Mexican Operations & Development (Meridian)
Consolidated gold production for the third quarter was approximately 78,300 ounces of gold, 2.2
million ounces of silver and 801 tonnes of zinc from El Peñón and Minera Florida.
At El Peñón, for the third consecutive quarter, production exceeded internal budgets. For the third
quarter production was 2% higher than forecast and year-to-date, production was 10% greater than
forecast. During the third quarter, the mine experienced its highest quarterly silver production since
the commissioning of El Peñón, reaching a record amount of 2.2 million ounces.
During the third quarter the land surrounding the Minera Florida mine in Chile was consolidated to
include the Membrillo and Chancon districts. A landmark option agreement was concluded with a
private Chilean mining company to acquire a 65% interest in the districts, in which a 65% interest
can be earned in 12,500 hectares of mining concessions by spending US$5.5 million on exploration
over the next 42 months and paying the owners a variable rate, depending on size and gold price,
for each gold ounce identified with a feasibility study. This option agreement doubles the land
holdings in the highly prospective region around Minera Florida to a total of over 25,000 hectares.
At Jeronimo, metallurgical testing commenced during the second quarter of 2007. Preliminary
floatation results are encouraging and additional results are expected to be available for release
during the fourth quarter.
Based in Tuscon, AZ, with offices in Hermosillo, Sonora, Mexico, M3 Engineering and Technology
Corporation (M3) has been retained as project lead to assist in engineering design and project
management for the pre-feasibility and feasibility studies for the Mercedes project. M3 with the
assistance of other key technical advisors working in the areas of metallurgical testing,
environmental, mine engineering and social responsibility will provide a solid team for completion
of the pre-feasibility and feasibility work. Conceptual design calls for underground access via a
production-ready 1,500 metre decline with drill stations capable of supporting at least 100 holes
totaling 12,000 metres.
A further update on Mercedes and continuing exploration activities at El Peñón will be delivered
shortly.
FINANCIAL RESULTS
Yamana will release its full third quarter financial results after the close of business on November 7,
2007. A conference call will follow on November 8, 2007 at 11:00 am EST. Full third quarter
financial results for Meridian will be released in advance of that after the close of business on
October 23, 2007.
ANALYST DAY
Yamana will host an analyst day in Toronto on Thursday, October 18, 2007. Presentations by Peter
Marrone, Chairman and CEO, and Antenor Silva, President and COO, will be webcast live on
October 18, 2007 at 9:15 am (EST). The webcast can be accessed on the Company’s website at
www.yamana.com. Further presentations will be made by exploration and operations personnel of
the combined company and will be available on Yamana’s website.

[BUK]

Hat von euch einer ne ahnung was da heut los war? Ging ja ganz gut ab

[mologuru]

Toronto (aktiencheck.de AG) - Die Analysten von CIBC World Markets stufen die Aktie von Yamana Gold (ISIN CA98462Y1007/ WKN 357818) von "sector outperform" auf "sector perform" herunter. Das Kursziel senke man von 16 auf 14 USD. (21.09.2007/ac/a/u)
Analyse-Datum: 21.09.2007


Ohne Begründung so ein Kursziel und dass bei deutlich anziehenden Goldpreisen, also hier will mann noch günstig rein, mehr nicht.