Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 129)
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http://www.stocknessmonster.com/news-item?S=GBE&E=ASX&N=5540…
Naja, die Aktionärssturktur etwas bereinigen.
Naja, die Aktionärssturktur etwas bereinigen.
Und hier was wichtigste, wenn es denn so kommt wie angekündigt.
Globe will leverage ECE’s experience in bringing projects into
production as we build our resource base and move towards
development on a number of projects. In addition, ECE provides
a gateway to external blue-chip off-take partners not readily
available to other junior miners.
Globe will leverage ECE’s experience in bringing projects into
production as we build our resource base and move towards
development on a number of projects. In addition, ECE provides
a gateway to external blue-chip off-take partners not readily
available to other junior miners.
Environment and sustainability
Progression of Environmental Impact Assessment (EIA) at Kanyika
This quarter Globe submitted an Environmental Scoping Report and an EIA Terms of Reference to the Malawian Environmental Affairs Department. The submission of these documents completes all preliminary legal requirements under the Malawian environmental legislation, enabling commencement of the formal EIA for the Kanyika Niobium Project. To view these reports, please visit our website.
Running water improves camp life
After ten months of hauling water from 14km away, we are close to having running water at Mount Muambe. With plans in place to pump water 4km up the mountain, construction of new camp facilities have been able to progress. This includes eight tent platforms, accommodation for local labour and technical staff, offices, stores and the construction of a bitumen road.
Progression of Environmental Impact Assessment (EIA) at Kanyika
This quarter Globe submitted an Environmental Scoping Report and an EIA Terms of Reference to the Malawian Environmental Affairs Department. The submission of these documents completes all preliminary legal requirements under the Malawian environmental legislation, enabling commencement of the formal EIA for the Kanyika Niobium Project. To view these reports, please visit our website.
Running water improves camp life
After ten months of hauling water from 14km away, we are close to having running water at Mount Muambe. With plans in place to pump water 4km up the mountain, construction of new camp facilities have been able to progress. This includes eight tent platforms, accommodation for local labour and technical staff, offices, stores and the construction of a bitumen road.
Gibt in 2 Wochen wieder ein Update der Präsi.
Visit us at Africa Down Under
Globe is a major sponsor of the upcoming
Africa Down Under Conference to be
held in Perth, Western Australia on
31 August – 2 September. Managing
Director, Mark Sumich, will provide a
company update during session six on
Thursday 1 September at 11.05am.
Visit us at Africa Down Under
Globe is a major sponsor of the upcoming
Africa Down Under Conference to be
held in Perth, Western Australia on
31 August – 2 September. Managing
Director, Mark Sumich, will provide a
company update during session six on
Thursday 1 September at 11.05am.
Wie es aussieht, eine etwas bessere Ausbildung, als die junge Tamara damals von CCE
Hoffentlich tut sich jetzt was in Sachen Bekanntheitsgrad von Globe.
Skye Gilligan
Marketing Manager
An experienced marketing
professional, Skye joins us from Ernst
& Young, where she was the Oceania
Marketing Leader for Resources.
Joining us at an important time of
growth, Skye will play a critical role in
developing and driving awareness of
Globe’s brand and market reputation.
Skye has worked in London and Japan
and holds a Bachelor of Commerce
and a Bachelor of Arts.
Hoffentlich tut sich jetzt was in Sachen Bekanntheitsgrad von Globe.
Skye Gilligan
Marketing Manager
An experienced marketing
professional, Skye joins us from Ernst
& Young, where she was the Oceania
Marketing Leader for Resources.
Joining us at an important time of
growth, Skye will play a critical role in
developing and driving awareness of
Globe’s brand and market reputation.
Skye has worked in London and Japan
and holds a Bachelor of Commerce
and a Bachelor of Arts.
Trading Spotlight
Antwort auf Beitrag Nr.: 41.966.813 von power_48 am 18.08.11 06:56:33... find ich gut, sind ein paar interessante infos dabei und lässt darauf schliessen, dass es zukünftig einiges - hoffentlich substantielles - zu berichten gibt.
18 August 2011 ASX / Media Announcement
Shareholder Newsletter
http://stocknessmonster.com/news-item?S=GBE&E=ASX&N=553681
Shareholder Newsletter
http://stocknessmonster.com/news-item?S=GBE&E=ASX&N=553681
Three Considerations for Tantalum Investors
Wed, Aug 10, 2011 Feature Articles, Uncategorized
Post by Michelle Smith, Resource Reporter By Michelle Smith–Exclusive to Tantalum Investing News
Since tantalum is a smaller industry than the major metals, information that impacts investment decisions is often difficult to come by. Here are issues that investors and prospective investors of this metal should be considering.
Alarming indicators
Noventa (LON:NVTA) is the only pure play tantalum producer on a major stock exchange, but it is wise to do one’s homework on this company before investing.
Noventa, which operates the Marropino tantalum mine, has recently made some positive announcements. For example, it renegotiated its offtake agreement with H.C. Starck, one of the largest consumers of the raw metal. Under the new terms, H.C. Starck will to pay up to 36 percent more for tantalum through 2013 and it will increase its purchases by 29 percent.
The company also said that it exceeded its annualized 175,000 pound production target for June. Noventa plans to increase its capacity to 600,000 pounds per year by the end of 2011 if it can secure the necessary funding. A July 29th statement said the company is now well advanced with its proposals to raise further equity capital through a combination of a placing and open offer.
However, Noventa’s chairman, Eric Kohn, recently described the company’s stock as undervalued and its performance as disappointing. This is likely due in large part to the fact that over the past few months Noventa has also had the type of news that tends to make investors jittery.
In April, the company announced the resignation of director Kean Chung with “immediate effect.” This was followed by the sudden resignation of CEO Pat Lawless. June brought the announcement that Timothy Griffiths was leaving his position as director and that Canaccord Genuity resigned as the company’s joint broker. Then, in July, the company disclosed that CFO Daniel Cassiano-Silva had tendered a resignation, though he is supposed to remain with the company until November.
In addition, to this whirlwind of changes, Noventa made headlines and caused self-inflicted wounds to its share prices in June when the company announced that it urgently needed to raise $25 million. According Kohn, the company was experiencing financial shortfalls for reasons including higher than expected exchange rates, the changing of civil engineering contractors, and an increase in capital expenditures and operating costs related a lack of rainfall that required pumping water from the river.
Forthcoming production
Demand for tantalum is expected to grow at a rate of six percent per year and may exceed seven percent in 2011. Yet, tantalum production dropped by over 50 percent in 2009. This was partly because producing the metal became uneconomic, causing major mines to close. Production has not yet returned to 2008 levels, but it is expected that pressure on supply will be alleviated by projects that are currently underway.
In addition to watching the developments at the Marropino mine, investors should also keep their eyes on Global Advanced Metals‘(GAM) Wodgina mine in Australia. This is the site of world’s largest tantalum reserves and it began processing ore again in April following a hiatus during the global financial crisis. GAM has now set a production target of 700,000 pounds per year.
TANCO, Tantalum Mining Corporation of Canada, is another formerly productive mine. It is owned by Cabot Corp (NYSE:CBT) and in May the company announced plans to restart production sometime later this year. Specifics regarding dates and production targets were unavailable.
Globe Metals and Mining‘s (ASX:GBE), Kanyika Niobium Project in Malawi is now in the final feasibility stage. Production is scheduled to begin in 2014 and although niobium is the primary focus, the company says tantalum will be produced as a by-product.
Tantalum prices are negotiated on a per contract basis. Contracts are generally long term and the rates are influenced by supply-demand fundamentals. It is estimated that if new production is indeed forthcoming, it could bring tantalum prices down from current levels by up to 40 percent and stabilize them in a range that will make production of the metal economic for major producers over the long term.
Talk of recession
Though there has been positive outlook for tantalum growth, many of those reports were released before economists started using the “r” word. Over the past week concerns about another global recession have been growing. The red flags that are prompting these concerns include the US Federal Reserves announcement to keep interest rates low for two years, drastically declining gas prices, and economic troubles in the Eurozone. Tantalum investors should be honed in on developments and further indications of a recession.
Demand for this metal is largely driven by consumer purchases of electronics. The recession of 2008 proved how sensitive the industry is to economic conditions. Consumer spending for items such as cell phones and laptops took a dive and with it went the profitability of tantalum production. It was during those rough economic times that mines such as Wodgina and TANCO shut down.
Wed, Aug 10, 2011 Feature Articles, Uncategorized
Post by Michelle Smith, Resource Reporter By Michelle Smith–Exclusive to Tantalum Investing News
Since tantalum is a smaller industry than the major metals, information that impacts investment decisions is often difficult to come by. Here are issues that investors and prospective investors of this metal should be considering.
Alarming indicators
Noventa (LON:NVTA) is the only pure play tantalum producer on a major stock exchange, but it is wise to do one’s homework on this company before investing.
Noventa, which operates the Marropino tantalum mine, has recently made some positive announcements. For example, it renegotiated its offtake agreement with H.C. Starck, one of the largest consumers of the raw metal. Under the new terms, H.C. Starck will to pay up to 36 percent more for tantalum through 2013 and it will increase its purchases by 29 percent.
The company also said that it exceeded its annualized 175,000 pound production target for June. Noventa plans to increase its capacity to 600,000 pounds per year by the end of 2011 if it can secure the necessary funding. A July 29th statement said the company is now well advanced with its proposals to raise further equity capital through a combination of a placing and open offer.
However, Noventa’s chairman, Eric Kohn, recently described the company’s stock as undervalued and its performance as disappointing. This is likely due in large part to the fact that over the past few months Noventa has also had the type of news that tends to make investors jittery.
In April, the company announced the resignation of director Kean Chung with “immediate effect.” This was followed by the sudden resignation of CEO Pat Lawless. June brought the announcement that Timothy Griffiths was leaving his position as director and that Canaccord Genuity resigned as the company’s joint broker. Then, in July, the company disclosed that CFO Daniel Cassiano-Silva had tendered a resignation, though he is supposed to remain with the company until November.
In addition, to this whirlwind of changes, Noventa made headlines and caused self-inflicted wounds to its share prices in June when the company announced that it urgently needed to raise $25 million. According Kohn, the company was experiencing financial shortfalls for reasons including higher than expected exchange rates, the changing of civil engineering contractors, and an increase in capital expenditures and operating costs related a lack of rainfall that required pumping water from the river.
Forthcoming production
Demand for tantalum is expected to grow at a rate of six percent per year and may exceed seven percent in 2011. Yet, tantalum production dropped by over 50 percent in 2009. This was partly because producing the metal became uneconomic, causing major mines to close. Production has not yet returned to 2008 levels, but it is expected that pressure on supply will be alleviated by projects that are currently underway.
In addition to watching the developments at the Marropino mine, investors should also keep their eyes on Global Advanced Metals‘(GAM) Wodgina mine in Australia. This is the site of world’s largest tantalum reserves and it began processing ore again in April following a hiatus during the global financial crisis. GAM has now set a production target of 700,000 pounds per year.
TANCO, Tantalum Mining Corporation of Canada, is another formerly productive mine. It is owned by Cabot Corp (NYSE:CBT) and in May the company announced plans to restart production sometime later this year. Specifics regarding dates and production targets were unavailable.
Globe Metals and Mining‘s (ASX:GBE), Kanyika Niobium Project in Malawi is now in the final feasibility stage. Production is scheduled to begin in 2014 and although niobium is the primary focus, the company says tantalum will be produced as a by-product.
Tantalum prices are negotiated on a per contract basis. Contracts are generally long term and the rates are influenced by supply-demand fundamentals. It is estimated that if new production is indeed forthcoming, it could bring tantalum prices down from current levels by up to 40 percent and stabilize them in a range that will make production of the metal economic for major producers over the long term.
Talk of recession
Though there has been positive outlook for tantalum growth, many of those reports were released before economists started using the “r” word. Over the past week concerns about another global recession have been growing. The red flags that are prompting these concerns include the US Federal Reserves announcement to keep interest rates low for two years, drastically declining gas prices, and economic troubles in the Eurozone. Tantalum investors should be honed in on developments and further indications of a recession.
Demand for this metal is largely driven by consumer purchases of electronics. The recession of 2008 proved how sensitive the industry is to economic conditions. Consumer spending for items such as cell phones and laptops took a dive and with it went the profitability of tantalum production. It was during those rough economic times that mines such as Wodgina and TANCO shut down.
Antwort auf Beitrag Nr.: 41.926.307 von power_48 am 09.08.11 23:00:28Ich tippe mal auf...."Gallionsfigur"...wie im ARU Board...wo Sie bis heute so gut wie nichts hinbekommen hat...
Will, ich nicht abstreiten. Jedoch könnte es sein, dass die ECE Oberchefs das auch so wollten.
Es gibt meiner Ansicht nach 2 entscheidene Unterschiede zwischen der ARU und der GBE Beteiligung von ECE
1) Niob und Tantal sind für die Chinesen strategisch wichtig, da z.B. eine 90% Abhängigkeit bei Niob zu Brasilien besteht. Seltene Erden sind strategisch für die Chinesen relaliv uninteressant, da genug im eigenen Land.
Einzig einige schwere seltene Erden (DY , EU) könnten interessant werden (da China in Zukunft zum Importeur werden könnte), aber da hat vielleicht sagar GBE fast mehr als ARU zu bieten.
2) Mittlerweile verwässerte 17% Beteiligung ARU vs. 52% Beteiligung GBE.
Da sie bei ARU sovielso nie mehr als max. 25% erhalten dürfen, sehen sie ARU nicht mehr als strategische Beteiligung oder als strategischer Partner, sondern als reine Finanzbeteiligung. Da wird nicht mehr viel Aufwand reingesteckt. Warum auch?
Wenns von alleine steigt, ok. Wenn nicht, hat man einen weltweiten Konkurrenten in REE weniger. Wie gesagt, hinter ECE steht keine Privatperson, sondern der Chinesische Staat. Das sollte man nicht vergessen.
Bei Globe ist es eben nicht nur strategischer Partner, sondern es ist die Mutter:
In April 2011, the Company entered into a strategic partnership with East China Minerals Exploration and Development Bureau (ECE), a Chinese State Owned Enterprise with extensive mining operations in China and overseas. ECE is now the largest shareholder in Globe, and a key partner for Globe’s growth ambitions in Africa.
Schaut euch mal ARU News, die aktuelle ARU Präsi oder die Homepage von ARU an. Da wird ECE nicht mal mehr als Partner, geschweigedenn als strategischer Partner, genannt.
Es gibt als großte Unterschiede.
Will, ich nicht abstreiten. Jedoch könnte es sein, dass die ECE Oberchefs das auch so wollten.
Es gibt meiner Ansicht nach 2 entscheidene Unterschiede zwischen der ARU und der GBE Beteiligung von ECE
1) Niob und Tantal sind für die Chinesen strategisch wichtig, da z.B. eine 90% Abhängigkeit bei Niob zu Brasilien besteht. Seltene Erden sind strategisch für die Chinesen relaliv uninteressant, da genug im eigenen Land.
Einzig einige schwere seltene Erden (DY , EU) könnten interessant werden (da China in Zukunft zum Importeur werden könnte), aber da hat vielleicht sagar GBE fast mehr als ARU zu bieten.
2) Mittlerweile verwässerte 17% Beteiligung ARU vs. 52% Beteiligung GBE.
Da sie bei ARU sovielso nie mehr als max. 25% erhalten dürfen, sehen sie ARU nicht mehr als strategische Beteiligung oder als strategischer Partner, sondern als reine Finanzbeteiligung. Da wird nicht mehr viel Aufwand reingesteckt. Warum auch?
Wenns von alleine steigt, ok. Wenn nicht, hat man einen weltweiten Konkurrenten in REE weniger. Wie gesagt, hinter ECE steht keine Privatperson, sondern der Chinesische Staat. Das sollte man nicht vergessen.
Bei Globe ist es eben nicht nur strategischer Partner, sondern es ist die Mutter:
In April 2011, the Company entered into a strategic partnership with East China Minerals Exploration and Development Bureau (ECE), a Chinese State Owned Enterprise with extensive mining operations in China and overseas. ECE is now the largest shareholder in Globe, and a key partner for Globe’s growth ambitions in Africa.
Schaut euch mal ARU News, die aktuelle ARU Präsi oder die Homepage von ARU an. Da wird ECE nicht mal mehr als Partner, geschweigedenn als strategischer Partner, genannt.
Es gibt als großte Unterschiede.
Antwort auf Beitrag Nr.: 41.926.307 von power_48 am 09.08.11 23:00:28... ich denke sogar, dass sie rein aus "gehaltstechnischen Gründen" ins Board kommt.
Key developments for ARAFURA RESOURCES LTD (ARU)
Arafura Resources Limited Announces Change of Shasha Lu from Executive Director to Non-Executive Director
08/1/2011
http://investing.businessweek.com/research/stocks/snapshot/s…
... nicht, dass die ärmste am Hungertuch nagen muss, weil man sie bei ARU nicht mehr durchfüttert (ohne, dass sie auch nur einen Finger krumm gemacht hat - so jedenfalls der Anschein, der sich bei ARU aufdrängte).
MfG, FaxenClown
Key developments for ARAFURA RESOURCES LTD (ARU)
Arafura Resources Limited Announces Change of Shasha Lu from Executive Director to Non-Executive Director
08/1/2011
http://investing.businessweek.com/research/stocks/snapshot/s…
... nicht, dass die ärmste am Hungertuch nagen muss, weil man sie bei ARU nicht mehr durchfüttert (ohne, dass sie auch nur einen Finger krumm gemacht hat - so jedenfalls der Anschein, der sich bei ARU aufdrängte).
MfG, FaxenClown
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Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten
