Globe Metals & Mining - Uran, Niob, Tantal, Zirkon - Fakten (Seite 54)

[sliceanddice]

WOW! Globe hat am Freitag 4.124 Aktien zurückgekauft. Hoffentlich wird dem Management nicht schwindelig bei diesen Mengen.

Dann gabs am Freitag ja auch noch die Halbjahreszahlen. Das beste daran ist der erste Satz:

Corporate activity during the period focused on raising the share price...

Wenn alles so erfolgreich ist, worauf sich das Management fokussiert...
Ich hab ja lange durchgehalten bei Globe, aber angesichts dieses selbstverliebten Dilettantismus neige ich doch dazu auszusteigen...

[saltamonte]

habe wieder mal ein wenig quergelesen was malawi, niob, etc.. betrifft und trotz selektiver wahrnehmung passen die grundsätzlichen parameter und annahmen aus meiner sicht noch immer trotz der großen verunsicherung im letzten jahr rund um sumich´s unrühmlichen abgang. globe ist relativ weit im vergleich zur konkurrenz, der rohstoff passt, die chinesen sind theoretisch ein sehr guter partner was anzapfen von finanzierungsquellen, technische aufbereitung und abnehmer betrifft. eigentlich spricht auch die chinesische mentalität dafür, dass langfristiger versogungssicherheit ein höherer stellenwert eingeräumt wird als kurzfristige gewinnmaximierung (was sich aus aktionärssicht durchaus als nachteil darstellen kann).

malawi ist ein armes land aber sehr bemüht die infrastruktur zu verbessern (ua. stromversorgung) und gleichzeitig internationale investoren anzulocken. ich vermute ebenso wie reiners dass von dieser seite keinerlei steine oder sonstige bürokratische hürden den weiteren entwicklungsverlauf verzögern werden - eher im gegenteil, malawi steht imo mit dem rücken zur wand und würde lieber gestern als morgen mit dem minenaufbau beginnen. solange globe und andere nicht massig gewinne aus dem land schleusen (was in den nächsten jahren auch kein thema sein sollte) und der malawischen bevölkerung das grosse risiko eines bergbauunternehmens auch bewusst gemacht wird - solange sollten sich diverse forderungen oder nachverhandlungen in grenzen halten.

globe ist ab 20.3 bei der mines/money 2013 in hongkong und vielleicht gibt es eine aktualisierte präsentation. zwischenzeitlich mal ein wenig info von der konkurrenz...
http://niocorp.com/images/NioCorpPP.pdf

[Wolfgang44]

Latest Report On China Tantalum market Report 2012-2015 By MarketResearchReports.biz

08.03.2013 10:25:47

(live-PR.com) - According to the latest statistics from USGS, the global tantalum ore output totaled 790 tons in 2011, up 16.01% year-on-year. In particular, Brazil was still the world’s largest supplier, with the output accounting for 22.78%. Due to the eurozone debt crisis and the weakened economic resumption of America, the demand of global tantalum industry was still at a low
between 2012 and early 2013. The expectation shows that the global tantalum ore output would be no more than 700 tons in 2012.


In 2012, there were scarcely new tantalum ore projects being put into production. And new projects built before 2012 are expected to be put into production after 2013 in a successive way. In particular, the tantalum ore projects expected to be put into production in 2013 include: Egypt’s Abu Dabbab project (650,000 pounds of Ta2O5), Malawi’s Kanyika project (200 tons of Fe-Nb and 400,000 pounds of Ta2O5) and Canada’s Crevier project (178,000 kg Ta2O5).With the restart and expansion of major tantalum mines worldwide, the supply is anticipated to see significant growth.

Given the overall downturn in market demand, Ningxia Orient Tantalum realized the revenue of RMB1.843 billion in 2012Q1-Q3, and its net income hit RMB76.4 million, down 3.06% and 61.65% year-on-year, respectively. However, the demand in downstream electronic industry is projected to revive in the wake of the global economic recovery. In addition, coupled with the gradual capacity release of its own fundraising projects, the profitability of the company will be to some extent improved in the upcoming years.

[Reiners]

Malawi Government renegotiating Niobium Mine deal

By Collins Mtika, Nyasa Times
March 5, 2013

Globe Metals and Mining said the results of the definitive feasibility study (DFS) on its Kanyika Niobium Project in Mzimba district northern Malawi has delayed due to the ongoing discussion with the Malawi government on the development agreement.

“The primary objective of these discussions is to assess development joint venture opportunities that can assist the company to optimize its production process and significantly lower development related capital expenditure and ongoing operation costs once Kanyika is in production,” Acting CEO and Exploration Manager Fergus Jockel said.

Jockel said this in a in a statement released on the company’s website on March 1st, 2013.

“Globe’s immediate focus remains on completing the final DFS, and progressing its potential development plans at Kanyika. Despite the delay, the Company has achieved significant milestones with respect to the progress of the DFS,” he said.

In December 2012 the company disclosed that lies in the hands of the board of directors which met in February 2013 to review the project after five years of ground work spending a US$150 million (MK48 billion) .

The Malawi government came under fire from NGOs and civil society groups on the way it handled a similar agreement with Australian Miner for the Kayerekera Uranium Mine in Karonga district, which they said Malawi got a raw deal.

But Paladin Energy international affairs General Manager, Greg Walker is on record saying it will be impossible to renegotiate the deal because the agreement includes a ten-year stability period “to provide comfort for project lenders and share- holders” given Malawi’s lack of a record as the host nation of a major resource investment.

Globe Metals and Mining expects to be able to submit an application for a mining licence for the Project well before the expiry of the current exploration licence, which ends in December 2013.

“As we progress towards completion of the final DFS, Globe is evaluating all aspects of the development and refining process to increase efficiencies and lower costs. The Board remains committed to meeting the expectations of all stakeholders, and will update shareholders as activity continues on a number of critical fronts,” Jockel added

Once operational, the Kanyika Niobium Mine will be the first of its kind in Africa but the fourth in the world after two other mines in Brazil and one in Canada.

With a projected life span of 20 years and an annual output of 3000 metric tonnes of Niobium metal, the Mine is expected to rake in US$180 million (MK50 billion) per year in revenues and employ 2000

Malawians in the construction phase and 800 operations start.

Ferro-niobium is a critical additive in the production of sophisticated steels.

The Kanyika Mining project will be the second major mining operation in the country after the Kayelekera Uranium Mine in Karonga district.

According to village headman Moffat Phiri people have started splitting villages in anticipation of the compensation that the Mine will pay to those in the face off area.

The Kanyika Niobium exploration area covers an area of approximately 607sq km and will affect 244 households and 1360 people.

[ELLIPIRELLI1]

Ein kleines Detail aus der letzten Unternehmensmeldung:

Globe is an African-focused resources company, with a strategy to become the major niobium and tantalum producer in eastern and southern Africa.
Globe’s primary focus is the advanced multi-commodity Kanyika Niobium Project in Malawi, which will produce niobium and tantalum products. Based on current resources, economic studies demonstrate Kanyika will support a 20 year mine life.
Globe’s corporate office in Perth, Western Australia is supported by regional operational offices in Lilongwe, and Maputo. The Company has been listed on the ASX since December 2005 (ASX:GBE).
In April 2011, the Company entered into a strategic partnership with East China Mineral Exploration and Development Bureau (ECE), a Chinese State Owned Enterprise with extensive mining operations in China and overseas. ECE is now the major shareholder in Globe, and a key partner for Globe’s exploration and development program in Africa.

Vieleicht verbirgt sich hinter diesem Satz ein in der Hauptmeldung benannter milestone (positive recoverys). Zumindest ist diese Formulierung neu.
Man kann ja auch mal positiv denken...

[Reiners]

Niobium hunt

NIOBIUM is an alloying agent used mainly in high-strength steels. The world market is dominated by one mine, the CBMM operation in Brazil which produces 84 per cent of the world's niobium (and has a 400-year mine life).

South Korean, Japanese and Chinese steelmakers have taken equity positions worth $US3.8 billion ($3.73bn) in CBMM to ensure they keep getting supplies.

Last week, Anglo American said it would invest $US325 million in its Boa Vista niobium project, also in Brazil, to extend mine life.

But the hunt goes on outside Brazil to find new supplies. This is why state-owned East China Mineral Exploration & Development Bureau took a 53.2 per cent stake in Globe Metals & Mining (GBE) and why China Development Bank will ensure the company gets its $US220m capital to develop the Kanyika niobium project in Malawi. China consumes a quarter of the world's niobium.

GBE's feasibility study has been delayed by the restructuring of Malawi's mines department. It said on Friday that negotiations with the government were back on track and could be completed "in the forthcoming months".

Meanwhile, Alkane Resources (ALK) is expecting niobium to account for about 20 per cent of revenue from its Dubbo zirconia project. The planned zirconium and rare earths output is spoken for, and within four weeks the hope is to bed down the niobium joint venture with a European company. Alkane's long march to production at Dubbo -- it began in the mid-1990s -- seems, finally, close to its destination. Kanyika and Dubbo, with their projected 3000 tonnes each a year, will still be dwarfed by CBMM and its 64,500 tonnes a year.

http://www.theaustralian.com.au/business/opinion/base-metals…

[ELLIPIRELLI1]

http://mininginmalawi.com/tag/ministry-of-mining/

[saltamonte]

heutige asx meldung...
http://www.globemetalsandmining.com.au/
############################################################################
Kanyika DFS Update
Globe Metals & Mining Ltd (“Globe” or “the Company”; ASX: GBE) provides the following update on the Definitive Feasibility Study (DFS) into development of the Kanyika Niobium Project in Malawi.

The technical components of the DFS are now nearing completion and a preliminary summary has been submitted to the Board for review. The release of the final DFS has been delayed partly due to ongoing Development Agreement (DA) negotiations with Malawian Government, which were impacted by a recent organisational restructuring within the Malawian Ministry of Mines and Energy.

Significant progress has been made since negotiations with the Government of Malawi resumed in mid-February and are on track to be completed in the forthcoming months.
While the final elements of the DFS are being completed, the Company continues to work with Chinese niobium and tantalum producers with extensive technical expertise relating to processing and refining systems. The primary objective of these discussions is to assess development joint venture opportunities that can assist Globe to optimise its production process and significantly lower development related capital expenditure and ongoing operating costs at Kanyika once in production.

Discussions with project financiers for the development of Kanyika are also continuing with expressions of interest received from a number of potential funding partners.
Globe’s Acting CEO and Exploration Manager, Fergus Jockel, said: “Globe’s immediate focus remains on completing the final DFS, and progressing its potential development plans at Kanyika. Despite the delay, the Company has achieved significant milestones with respect to the progress of the DFS.
“Prior to the organisational restructure experienced within the Malawian Government, Globe was advancing as planned towards completion of the DA negotiations. The Board is confident that this remains on track, given the positive discussions held since mid-February.

“As we progress towards completion of the final DFS, Globe is evaluating all aspects of the development and refining process to increase efficiencies and lower costs. The Board remains committed to meeting the expectations of all stakeholders, and will update shareholders as activity continues on a number of critical fronts,” Mr. Jockel added.
############################################################################

delay wegen der "regierungsumbildung" in malawi - tja, wers glaubt, ich jedenfalls nicht, denn es wurde ja nicht umgebildet sondern extra ein eigener minister fürs mining aktiviert.

uns so wie es scheint hat globe das processing noch immer nicht zufriedenstellend im griff(recovery, costs) - das war ja schon seit längerem immer mein persönlicher favorit was die höhe der hürde betrifft.

das rückkaufprogramm wird vermutlich auslaufen ohne den rahmen auszuschöpfen und gedanklich bin ich schon im sommer 2013 bezüglich einer "decision to mine or to mothball"

[saltamonte]

nach 6 wochen pause wieder mal was vom zwitscher-vogel
https://twitter.com/globemetals
Globe is attending Mines and Money Hong Kong on 19-22 of March. Visit us at booth No. C54

[Reiners]

Ich weiss jetzt nicht mit welchem Kurs Globe in der BFS rechnet, aber es gab eine sehr sehr deutliche Abwertung von 122% gegenüber dem USD in den letzten knapp 12 Monaten.



Durchschnittliche wöchentliche Geld-Quoten @ +/- 0%
USD / MWK

Durchschnitt 269,528
Hoch 364,341
Niedrig 164,460

18 Feb 2013 - 24 Feb 2013 364,341
11 Feb 2013 - 17 Feb 2013 356,228
04 Feb 2013 - 10 Feb 2013 356,483
28 Jan 2013 - 03 Feb 2013 351,611
21 Jan 2013 - 27 Jan 2013 343,830
14 Jan 2013 - 20 Jan 2013 326,384
07 Jan 2013 - 13 Jan 2013 320,673
31 Dez 2012 - 06 Jan 2013 321,214
24 Dez 2012 - 30 Dez 2012 327,243
17 Dez 2012 - 23 Dez 2012 322,061
10 Dez 2012 - 16 Dez 2012 320,798
03 Dez 2012 - 09 Dez 2012 320,651
26 Nov 2012 - 02 Dez 2012 320,087
19 Nov 2012 - 25 Nov 2012 318,839
12 Nov 2012 - 18 Nov 2012 311,758
05 Nov 2012 - 11 Nov 2012 308,374
29 Okt 2012 - 04 Nov 2012 307,678
22 Okt 2012 - 28 Okt 2012 293,201
15 Okt 2012 - 21 Okt 2012 298,116
08 Okt 2012 - 14 Okt 2012 297,750
01 Okt 2012 - 07 Okt 2012 292,979
24 Sep 2012 - 30 Sep 2012 289,246
17 Sep 2012 - 23 Sep 2012 287,839
10 Sep 2012 - 16 Sep 2012 270,418
03 Sep 2012 - 09 Sep 2012 266,750
27 Aug 2012 - 02 Sep 2012 267,394
20 Aug 2012 - 26 Aug 2012 267,937
13 Aug 2012 - 19 Aug 2012 268,350
06 Aug 2012 - 12 Aug 2012 266,629
30 Jul 2012 - 05 Aug 2012 267,154
23 Jul 2012 - 29 Jul 2012 267,546
16 Jul 2012 - 22 Jul 2012 268,541
09 Jul 2012 - 15 Jul 2012 268,548
02 Jul 2012 - 08 Jul 2012 267,697
25 Jun 2012 - 01 Jul 2012 267,306
18 Jun 2012 - 24 Jun 2012 267,833
11 Jun 2012 - 17 Jun 2012 266,430
04 Jun 2012 - 10 Jun 2012 265,705
28 Mai 2012 - 03 Jun 2012 263,039
21 Mai 2012 - 27 Mai 2012 251,721
14 Mai 2012 - 20 Mai 2012 248,322
07 Mai 2012 - 13 Mai 2012 229,021
30 Apr 2012 - 06 Mai 2012 164,882
23 Apr 2012 - 29 Apr 2012 164,584
16 Apr 2012 - 22 Apr 2012 164,725
09 Apr 2012 - 15 Apr 2012 165,601
02 Apr 2012 - 08 Apr 2012 165,986
26 Mrz 2012 - 01 Apr 2012 164,460
19 Mrz 2012 - 25 Mrz 2012 164,766
12 Mrz 2012 - 18 Mrz 2012 164,890