Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 132)
eröffnet am 05.11.07 18:05:45 von
neuester Beitrag 25.05.24 17:55:01 von
neuester Beitrag 25.05.24 17:55:01 von
Beiträge: 4.483
ID: 1.134.869
ID: 1.134.869
Aufrufe heute: 0
Gesamt: 276.092
Gesamt: 276.092
Aktive User: 0
ISIN: AU000000GBE0 · WKN: A0HMWV
0,0375
EUR
-2,60 %
-0,0010 EUR
Letzter Kurs 28.05.24 Lang & Schwarz
Neuigkeiten
| TitelBeiträge |
|---|
02.05.24 · nebenwerte ONLINE |
24.04.24 · IRW Press |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 24,390 | +20,33 | |
| 238,98 | +14,95 | |
| 0,5500 | +14,58 | |
| 1,9400 | +10,86 | |
| 4,1400 | +10,11 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 14,843 | -8,77 | |
| 0,6500 | -13,79 | |
| 0,5900 | -14,49 | |
| 177,10 | -21,98 | |
| 46,71 | -98,00 |
Beitrag zu dieser Diskussion schreiben
Feedback
Noch mal ein ganz schräger Gedankengang.
Wenn man sich den Chart der letzten 3 Monate anschaut, sieht man ganz deutlich das wir uns seit ca. 6 Wochen bei ca. 21-22 audcent bewegen. Der Durchnittskurs der letzten 3 Monate liegt momantan bei ca. 25-26 audcent. Sollten sich die nächsten 6 Wochen so entwickeln wie die letzten 6 wird der Durchscnittskurs ca. 21,5 audcent dann sein für die letzten 3 Monate.
Übernahmeangebot richten sich ja oft an dem Durchschnitt der letzten 3 Monate. Steckt vielleicht ECE dahinter und drückt den Kurs über Mittelsmänner?
Dann kommt. z.B. in 6 Wochen ein Übernahmeangebot zu 30 audcent. Und wird dann mit einem schönen Aufschlag in Höhe von 40% zum Durchschnitt von ca. 21,5 geworben.
Wie gesagt, wilde Fantasien von mir.
Wenn man sich den Chart der letzten 3 Monate anschaut, sieht man ganz deutlich das wir uns seit ca. 6 Wochen bei ca. 21-22 audcent bewegen. Der Durchnittskurs der letzten 3 Monate liegt momantan bei ca. 25-26 audcent. Sollten sich die nächsten 6 Wochen so entwickeln wie die letzten 6 wird der Durchscnittskurs ca. 21,5 audcent dann sein für die letzten 3 Monate.
Übernahmeangebot richten sich ja oft an dem Durchschnitt der letzten 3 Monate. Steckt vielleicht ECE dahinter und drückt den Kurs über Mittelsmänner?
Dann kommt. z.B. in 6 Wochen ein Übernahmeangebot zu 30 audcent. Und wird dann mit einem schönen Aufschlag in Höhe von 40% zum Durchschnitt von ca. 21,5 geworben.
Wie gesagt, wilde Fantasien von mir.
Nochmal ein kleiner Rückblick.
Vor ca. 4-5 Monaten kommt eine unabhängige Studie zu dem Ergebnis, dass Globeaktien mit der Bewertung der Projekte zum damaligen Entwicklungsstand einen fairen Kurs zwischen 50-80 audcent haben. (55 audcent dann als Richtschnur)
ECE einer der großen Minenbetreiber in China (über 160 laufende Minen) schnappt sich vor 3,5 Monaten zu unfairen 40,5 audcent 53% an Globe. Es wird durch gewisse Vorteile (Gefüllte Kasse, Know How Minenaufbau, Kunden in China besorgen, Fremdkapital besorgen, usw.) schlussendlich dann doch als halbwegs fair gesehen.
Und jetzt stehen wir bei 20 audent.
Sind die alle hier verrückt?
Das ist doch alles nicht mehr normal.
-------------------------
Ich bin bald soweit, dass mich ECE für 40,5 audcent auch rauskaufen kann.
Sorry aber irgendwann, ist auch für mich genug. Bin jetzt 3 Jahre dabei und muss wohl noch 3 Jahre warten, bis die endlich produzieren, Cash flow / Gewinne erzielt werden, die Investoren aufwachen und dann der Kurs steigt. Nicht zu fassen.
Vor ca. 4-5 Monaten kommt eine unabhängige Studie zu dem Ergebnis, dass Globeaktien mit der Bewertung der Projekte zum damaligen Entwicklungsstand einen fairen Kurs zwischen 50-80 audcent haben. (55 audcent dann als Richtschnur)
ECE einer der großen Minenbetreiber in China (über 160 laufende Minen) schnappt sich vor 3,5 Monaten zu unfairen 40,5 audcent 53% an Globe. Es wird durch gewisse Vorteile (Gefüllte Kasse, Know How Minenaufbau, Kunden in China besorgen, Fremdkapital besorgen, usw.) schlussendlich dann doch als halbwegs fair gesehen.
Und jetzt stehen wir bei 20 audent.
Sind die alle hier verrückt?
Das ist doch alles nicht mehr normal.
-------------------------
Ich bin bald soweit, dass mich ECE für 40,5 audcent auch rauskaufen kann.
Sorry aber irgendwann, ist auch für mich genug. Bin jetzt 3 Jahre dabei und muss wohl noch 3 Jahre warten, bis die endlich produzieren, Cash flow / Gewinne erzielt werden, die Investoren aufwachen und dann der Kurs steigt. Nicht zu fassen.
Antwort auf Beitrag Nr.: 41.889.074 von power_48 am 04.08.11 06:40:19"..ich war es auch nicht..."
Ich weiss mittlerweile wer es war. Hat sich bei mir per BM gemeldet. War nur ein Verlauf und Kauf wegen der Steuer.
Hätte ja auch nicht gepasst, wenn zur Zeit bei Globe in Deutschland mal Volumen reinkommt, wenn Australien auch tot ist.
Kurs mittlerweile auf
Cashniveau mit 20 audcent in Australien. Jede News, auch die positiven, wird vom Markt total ignoriert. Es fehlt total das Volumen für Kurssteigerungen.
Gut der Markt ist momentan nervös, aber das mit Globe ist schon irgendwie krass.
Ich weiss mittlerweile wer es war. Hat sich bei mir per BM gemeldet. War nur ein Verlauf und Kauf wegen der Steuer.
Hätte ja auch nicht gepasst, wenn zur Zeit bei Globe in Deutschland mal Volumen reinkommt, wenn Australien auch tot ist.
Kurs mittlerweile auf
Cashniveau mit 20 audcent in Australien. Jede News, auch die positiven, wird vom Markt total ignoriert. Es fehlt total das Volumen für Kurssteigerungen.Gut der Markt ist momentan nervös, aber das mit Globe ist schon irgendwie krass.
...ich war es auch nicht...
Update Mount Muambe REE - Fluorite Project, Mozambique
http://stocknessmonster.com/news-item?S=GBE&E=ASX&N=552171
4 August 2011
ASX / Media Announcement
Update: Mount Muambe REE – Fluorite Project, Mozambique
Globe Metals & Mining (“Globe” or “the Company”; ASX: GBE) is pleased to provide an update on its drilling activities at the Company’s Mount Muambe REE – Fluorite Project, Mozambique.
A total of 3,464m of RC extensional and infill drilling has been completed across 40 holes on the Main Fluorite (+REE) Zone. Drilling results for the first 8 holes are expected in mid-late August, with remaining results due at the end of September.
The drill rig is now moving south to finalise extensional drilling in Zone FF (Figure 1).
Drill pad preparation for the regional REE targets is also nearing completion, with Zone EE targeted first. A program of 460 soil samples has been initiated on the western margin of the crater and will cover the area between the Main Fluorite Zone and Zone DD.
Intercepts to date show generally thicker packages of fenite and associated fluorite mineralisation on the western margin of the Main Fluorite (+REE) Zone. The 2011 drilling has encountered intercepts of up to 40m of visual fluorite mineralisation.
Update Mount Muambe REE - Fluorite Project, Mozambique
http://stocknessmonster.com/news-item?S=GBE&E=ASX&N=552171
4 August 2011
ASX / Media Announcement
Update: Mount Muambe REE – Fluorite Project, Mozambique
Globe Metals & Mining (“Globe” or “the Company”; ASX: GBE) is pleased to provide an update on its drilling activities at the Company’s Mount Muambe REE – Fluorite Project, Mozambique.
A total of 3,464m of RC extensional and infill drilling has been completed across 40 holes on the Main Fluorite (+REE) Zone. Drilling results for the first 8 holes are expected in mid-late August, with remaining results due at the end of September.
The drill rig is now moving south to finalise extensional drilling in Zone FF (Figure 1).
Drill pad preparation for the regional REE targets is also nearing completion, with Zone EE targeted first. A program of 460 soil samples has been initiated on the western margin of the crater and will cover the area between the Main Fluorite Zone and Zone DD.
Intercepts to date show generally thicker packages of fenite and associated fluorite mineralisation on the western margin of the Main Fluorite (+REE) Zone. The 2011 drilling has encountered intercepts of up to 40m of visual fluorite mineralisation.
Antwort auf Beitrag Nr.: 41.888.099 von Reiners am 03.08.11 21:05:48ich war es nicht...
Trading Spotlight
Tradegate 80k
Berlin 15k
Frankfurt 11k
Wo kommt denn auf einmal ein leichtes Interesse in Deutschland her ?
Berlin 15k
Frankfurt 11k
Wo kommt denn auf einmal ein leichtes Interesse in Deutschland her ?
Rare Earth Elements Monthly Recap: July
Mon, Aug 1, 2011
By Michael Montgomery—Exclusive to Rare Earth Investing News
July was an important month for the rare earth market. In perhaps the most significant news of the year, China released the rare earth export quota for the second half of 2011, sending the market into a frenzy yet again. While the quota doubled exports for the Q2 year over year, the total exports for 2011 were actually reduced. Other top headlines included the continuing rise of rare earth prices, and the alleged Japanese discovery of rare earth deposits on the floor of the Pacific Ocean.
Chinese export quotas
Don’t be fooled by the headlines. Although the Q2 2011 quota is double that of the restrictive 7,000 tonne limit imposed in the Q2 of 2010, the quota for this year now totals 30,246 tonnes, down slightly from the 30,258 tonnes total quota set in 2010.
More importantly, there is one major change to the quota that could restrict supply even further, and that is the inclusion of rare earth ferroalloys. This is potentially a major development because some of the most common rare earth products are ferroalloys, for example, neodymium-iron-boron magnets. However, analysts are split on the effect that the policy change will have on overall demand.
The same supply chain conditions that made the relatively unknown group of metals one of the biggest commodities stories in 2010 are still present. The world is still in desperate need of rare earth production outside of China.
Prices continue to rise
The reduction of rare earth supply coming from China has understandably put upward pressure on prices for rare earths. The price of dysprosium has jumped in non-Chinese markets to $3,300-3,500 per kg. The rising price of lanthanum, from $50 per kg at the start of the year to over $150 per kg currently, has prompted Molycorp (NYSE:MCP) to renegotiate supply contacts.
Seagate (NASDAQ:STK), a computer hard drive manufacturer, recently stated, “The cost of many upstream materials, especially rare earth elements, which have increased significantly, … are expected to adversely impact gross margins.”
The ongoing supply chain tightness in the rare earth market will continue to push prices skyward. There is simply not enough supply in the global market to meet consumer demand.
Japanese oceanic rare earth deposits
In eye catching headlines, reports claim Japanese researchers have discovered massive underwater rare earth deposits. The deposits are reported by sources such as Reuters to be at depths ranging from 11,000 ft to 20,000 ft and contain upwards of 100 billion tonnes. However, the total size may be misquoted.
“What the authors do NOT estimate, is a size of the total mineral resource, and wisely so . . . and thus state that “resource estimates for large regions cannot be made until more detailed data are available for areas lacking cores,” reported Gareth Hatch, for Technology Metals Research.
It seems as if the reporters of this story took a loose estimation by the scientists and ran with it. Regardless of the size of the deposits, the monumental task of mining at a depth upwards of 20,000 feet below the surface is almost impossible, and certainly unrealistic economically with current technology.
“It makes for some nice headlines, but I don’t think it would really be feasible to do this,” said Luisa Moreno, an analyst for Jacob Securities. “Obviously they are very frustrated and very desperate for alternatives.”
The main motivation for putting this story out is to respond to the tight quotas and skyrocketing prices out of China. “They are trying to persuade the Chinese that they are not over a barrel. And they are not fooling anyone,” stated Christopher Ecclestone, mining strategist for Hallgarten & Company.
Mon, Aug 1, 2011
By Michael Montgomery—Exclusive to Rare Earth Investing News
July was an important month for the rare earth market. In perhaps the most significant news of the year, China released the rare earth export quota for the second half of 2011, sending the market into a frenzy yet again. While the quota doubled exports for the Q2 year over year, the total exports for 2011 were actually reduced. Other top headlines included the continuing rise of rare earth prices, and the alleged Japanese discovery of rare earth deposits on the floor of the Pacific Ocean.
Chinese export quotas
Don’t be fooled by the headlines. Although the Q2 2011 quota is double that of the restrictive 7,000 tonne limit imposed in the Q2 of 2010, the quota for this year now totals 30,246 tonnes, down slightly from the 30,258 tonnes total quota set in 2010.
More importantly, there is one major change to the quota that could restrict supply even further, and that is the inclusion of rare earth ferroalloys. This is potentially a major development because some of the most common rare earth products are ferroalloys, for example, neodymium-iron-boron magnets. However, analysts are split on the effect that the policy change will have on overall demand.
The same supply chain conditions that made the relatively unknown group of metals one of the biggest commodities stories in 2010 are still present. The world is still in desperate need of rare earth production outside of China.
Prices continue to rise
The reduction of rare earth supply coming from China has understandably put upward pressure on prices for rare earths. The price of dysprosium has jumped in non-Chinese markets to $3,300-3,500 per kg.
The rising price of lanthanum, from $50 per kg at the start of the year to over $150 per kg currently, has prompted Molycorp (NYSE:MCP) to renegotiate supply contacts.Seagate (NASDAQ:STK), a computer hard drive manufacturer, recently stated, “The cost of many upstream materials, especially rare earth elements, which have increased significantly, … are expected to adversely impact gross margins.”
The ongoing supply chain tightness in the rare earth market will continue to push prices skyward. There is simply not enough supply in the global market to meet consumer demand.
Japanese oceanic rare earth deposits
In eye catching headlines, reports claim Japanese researchers have discovered massive underwater rare earth deposits. The deposits are reported by sources such as Reuters to be at depths ranging from 11,000 ft to 20,000 ft and contain upwards of 100 billion tonnes. However, the total size may be misquoted.
“What the authors do NOT estimate, is a size of the total mineral resource, and wisely so . . . and thus state that “resource estimates for large regions cannot be made until more detailed data are available for areas lacking cores,” reported Gareth Hatch, for Technology Metals Research.
It seems as if the reporters of this story took a loose estimation by the scientists and ran with it. Regardless of the size of the deposits, the monumental task of mining at a depth upwards of 20,000 feet below the surface is almost impossible, and certainly unrealistic economically with current technology.
“It makes for some nice headlines, but I don’t think it would really be feasible to do this,” said Luisa Moreno, an analyst for Jacob Securities. “Obviously they are very frustrated and very desperate for alternatives.”
The main motivation for putting this story out is to respond to the tight quotas and skyrocketing prices out of China. “They are trying to persuade the Chinese that they are not over a barrel. And they are not fooling anyone,” stated Christopher Ecclestone, mining strategist for Hallgarten & Company.
globe set exploration works at salambidwe
http://www.nationmw.net/index.php?option=com_content&view=ar…
http://www.nationmw.net/index.php?option=com_content&view=ar…
Monday, August 01, 2011
The “Lion” of Malawi.
Last week I had the good fortune to meet up with the CEO and the President of Mkango Resources Limited in London, an early stage REE prospecting company operating in Malawi. If you’re ever visiting and hear the locals yelling Mkango, pay attention, they are not paying deference to the folks at Mkango Resources, Mkango means lion in one of the local languages, and there is a high possibility you are marked down for lunch. MRL hold a 100% prospecting licence in a carbonatite REE property called Songwe Hill, located about 40 miles from the main commercial city of Blantyre. The company I find interesting on several levels.
The first is that the company is brand new, meaning few have heard of the stock therefore it isn’t carrying an outrageous premium or outrageous hyped expectations. The stock trades in Toronto for about 55 cents (TSX.V: MKA.) Next it’s located in Malawi, hardly the epicentre of REE global interest, yet Malawi has vast other resources which are just in the process of coming into play. Paladin Energy is developing Africa’s second largest uranium mine in Malawi, but the one that’s more important is Malawi’s coal reserves. Brazil mining giant Vale, among others, is developing Malawi’s vast coal deposits, with shipment largely intended for the Indian market. To that end Malawi, Vale and Mozambique in April signed a deal to improve railway access to new coal export ports being built at at Beira and at Nacala in Mozambique. Malawi is just coming into mainstream play. Better yet, Malawi is a rule of law country, with British style rule of law applying.
Good for Malawi, now what about Mkango. Well below from Mkango in their own words:
Significant exploration work was completed at Songwe between 1986 and 1988 by the Japan International Cooperation Agency (JICA) and the Metal Mining Agency of Japan (MMAJ) under an agreement with the Government of Malawi. The work comprised geochemical sampling, trenching, thin section, polished section, XRF and EPMA analysis, and 19 drill holes to 50m. The logs of the drill holes indicate broad intersections of carbonatite in a number of holes, including 46m grading 1.3% REO, 50m grading 1.5% REO and 50m grading 3.1% REO. Assays were only completed for lanthanum, cerium, neodymium, samarium, europium, terbium, yttrium, strontium, niobium and phosphate. Praseodymium, dysprosium and other heavy rare earths were not analysed in the drill intersections.
More
Back in the 1980s, Japan shallow drilled the prospect to 50 metres, and only performed limited assays. In September the results of new deeper drilling, some down to 260 metres will become available and complete assays are also being conducted. I think it quite likely that the modern results will greatly improve on the results obtained back in the mid 80s. Drilling will continue on until the rainy season arrives. I think that the stock is a reasonable punt ahead of the coming results. I think given the change coming to Malawi, and the prospect that some of Malawi’s coal will in future be used in local power projects, together with the rail improvements to Africa’s east coast, I think that long term Mkango has a very good chance of going on to become a mine. Disclosure: I have no position in Mkango Resources though I might very well go on to acquire one.
As always, before making any investment it’s important to do your own due diligence on a company, and to reflect on whether it meets your own individual risk compatibility. No one has more at risk in any investment made than you do yourself, once you decide to invest. We don’t invest to provide a living for others.
It was a confusion of ideas between him and one of the lions he was hunting in Kenya that had caused A. B. Spottsworth to make the obituary column. He thought the lion was dead, and the lion thought it wasn't.
P. G. Wodehouse.
The “Lion” of Malawi.
Last week I had the good fortune to meet up with the CEO and the President of Mkango Resources Limited in London, an early stage REE prospecting company operating in Malawi. If you’re ever visiting and hear the locals yelling Mkango, pay attention, they are not paying deference to the folks at Mkango Resources, Mkango means lion in one of the local languages, and there is a high possibility you are marked down for lunch. MRL hold a 100% prospecting licence in a carbonatite REE property called Songwe Hill, located about 40 miles from the main commercial city of Blantyre. The company I find interesting on several levels.
The first is that the company is brand new, meaning few have heard of the stock therefore it isn’t carrying an outrageous premium or outrageous hyped expectations. The stock trades in Toronto for about 55 cents (TSX.V: MKA.) Next it’s located in Malawi, hardly the epicentre of REE global interest, yet Malawi has vast other resources which are just in the process of coming into play. Paladin Energy is developing Africa’s second largest uranium mine in Malawi, but the one that’s more important is Malawi’s coal reserves. Brazil mining giant Vale, among others, is developing Malawi’s vast coal deposits, with shipment largely intended for the Indian market. To that end Malawi, Vale and Mozambique in April signed a deal to improve railway access to new coal export ports being built at at Beira and at Nacala in Mozambique. Malawi is just coming into mainstream play. Better yet, Malawi is a rule of law country, with British style rule of law applying.
Good for Malawi, now what about Mkango. Well below from Mkango in their own words:
Significant exploration work was completed at Songwe between 1986 and 1988 by the Japan International Cooperation Agency (JICA) and the Metal Mining Agency of Japan (MMAJ) under an agreement with the Government of Malawi. The work comprised geochemical sampling, trenching, thin section, polished section, XRF and EPMA analysis, and 19 drill holes to 50m. The logs of the drill holes indicate broad intersections of carbonatite in a number of holes, including 46m grading 1.3% REO, 50m grading 1.5% REO and 50m grading 3.1% REO. Assays were only completed for lanthanum, cerium, neodymium, samarium, europium, terbium, yttrium, strontium, niobium and phosphate. Praseodymium, dysprosium and other heavy rare earths were not analysed in the drill intersections.
More
Back in the 1980s, Japan shallow drilled the prospect to 50 metres, and only performed limited assays. In September the results of new deeper drilling, some down to 260 metres will become available and complete assays are also being conducted. I think it quite likely that the modern results will greatly improve on the results obtained back in the mid 80s. Drilling will continue on until the rainy season arrives. I think that the stock is a reasonable punt ahead of the coming results. I think given the change coming to Malawi, and the prospect that some of Malawi’s coal will in future be used in local power projects, together with the rail improvements to Africa’s east coast, I think that long term Mkango has a very good chance of going on to become a mine. Disclosure: I have no position in Mkango Resources though I might very well go on to acquire one.
As always, before making any investment it’s important to do your own due diligence on a company, and to reflect on whether it meets your own individual risk compatibility. No one has more at risk in any investment made than you do yourself, once you decide to invest. We don’t invest to provide a living for others.
It was a confusion of ideas between him and one of the lions he was hunting in Kenya that had caused A. B. Spottsworth to make the obituary column. He thought the lion was dead, and the lion thought it wasn't.
P. G. Wodehouse.
Durchsuchen
Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten
