BANNERMAN - jetzt auch in Frankfurt - 500 Beiträge pro Seite
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Beiträge: 383
ID: 1.136.308
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ISIN: AU000000BMN9 · WKN: A0EAC6
2,7450
EUR
-1,26 %
-0,0350 EUR
Letzter Kurs 07:53:10 Lang & Schwarz
Neuigkeiten
29.04.24 · Der Finanzinvestor |
12.02.24 · Der Finanzinvestor |
18.12.23 · Der Finanzinvestor |
Werte aus der Branche Rohstoffe
Wertpapier | Kurs | Perf. % |
---|---|---|
1,0000 | +809,09 | |
8,0000 | +45,45 | |
11,000 | +19,57 | |
1,2000 | +18,05 | |
527,60 | +15,68 |
Wertpapier | Kurs | Perf. % |
---|---|---|
324,70 | -10,30 | |
9,8500 | -10,54 | |
12,070 | -18,99 | |
0,6166 | -19,12 | |
0,6601 | -26,22 |
ein sehr interessantes Unternehmen wie mir scheint
ASX: BMN
TSX: BAN
ASX: BMN
TSX: BAN
Bannerman vs Xemplar Energy ein interessanter Vergleich . . .
mit dem kleinen Unterschied, das bei Bannerman im Januar ein resource update
von 100 (+ X) mln lbs ansteht
Uramin wurde mit einer ähnlich großen resource (Trekkopje uranium project
in Namibia) von Areva für 2.5 Mrd übernommen
unter den Nachbarn von Bannerman befinden sich unter anderen:
Rio Tinto
Paladin
Forsys
von 100 (+ X) mln lbs ansteht
Uramin wurde mit einer ähnlich großen resource (Trekkopje uranium project
in Namibia) von Areva für 2.5 Mrd übernommen
unter den Nachbarn von Bannerman befinden sich unter anderen:
Rio Tinto
Paladin
Forsys
Antwort auf Beitrag Nr.: 32.817.514 von DaenischeSuedsee am 19.12.07 17:55:13ein paar andere Nachbarn sind XE, WME und Extract Resources
Fat Prophets initially recommended buying Bannerman
08 Nov, 2006
"Bannerman Resources caught our attention as one of the most prospective
exploration plays that we have seen."
http://www.bannermanresources.com.au/docs/FatProphets08Nov20…
08 Nov, 2006
"Bannerman Resources caught our attention as one of the most prospective
exploration plays that we have seen."
http://www.bannermanresources.com.au/docs/FatProphets08Nov20…
This work has increased the strike length of identified uranium mineralisation
to more than 37km, with a feature known as the Goanikontes dome hosting
22km of this strike length. This works has also found another one of the 12
anomalies, known as Anomaly 11, to be much larger than expected, at 15km
in strike length.
What all of this means is that Bannerman's Welwitschia Project hosts large-scale
targets of outstanding potential. Ongoing drilling work is sure to provide enormous
excitement for Members, in our view.
to more than 37km, with a feature known as the Goanikontes dome hosting
22km of this strike length. This works has also found another one of the 12
anomalies, known as Anomaly 11, to be much larger than expected, at 15km
in strike length.
What all of this means is that Bannerman's Welwitschia Project hosts large-scale
targets of outstanding potential. Ongoing drilling work is sure to provide enormous
excitement for Members, in our view.
Bannerman's Swakop River project meanwhile is just as attractive and surrounds
another world-class uranium deposit, Paladin Resources' Langer Heinrich uranium
mine.
another world-class uranium deposit, Paladin Resources' Langer Heinrich uranium
mine.
. . . . still flying under the radar ?? Hm, vielleicht auch besser so, Geduld wird
sich hier auszahlen, Ende Januar steht ein signifikantes resource update an und
durch Xemplar wird auch Bannerman in den Focus vieler Instis gelangen
große Aufregung bei Xemplar wegen Rio Tinto
http://www.news.com.au/dailytelegraph/story/0,22049,23016179…
Bannerman ist deutlich besser aufgestellt und mit weniger als der halben Mk bewertet
http://www.stockhouse.ca/bullboards/forum.asp?symbol=BAN&tab…
sich hier auszahlen, Ende Januar steht ein signifikantes resource update an und
durch Xemplar wird auch Bannerman in den Focus vieler Instis gelangen
große Aufregung bei Xemplar wegen Rio Tinto
http://www.news.com.au/dailytelegraph/story/0,22049,23016179…
Bannerman ist deutlich besser aufgestellt und mit weniger als der halben Mk bewertet
http://www.stockhouse.ca/bullboards/forum.asp?symbol=BAN&tab…
A grand Namibian plan
When Bannerman Resources managing director
Peter Batten describes an open pit in Namibia
similar in size to that of Rossing, the world’s largest
open pit uranium mine, his vision seems ambitious
– but also achievable. By Kate Haycock
http://www.bannermanresources.com.au/docs/2007/BMN_Resources…
When Bannerman Resources managing director
Peter Batten describes an open pit in Namibia
similar in size to that of Rossing, the world’s largest
open pit uranium mine, his vision seems ambitious
– but also achievable. By Kate Haycock
http://www.bannermanresources.com.au/docs/2007/BMN_Resources…
.
"The current resource stands at 27 mlbs, with the company targeting
a resource upgrade of over 100 mlbs by mid-January 2008 followed
by a final resource estimate by March 2008 targeting over 160 mlbs
U308."
.
"The current resource stands at 27 mlbs, with the company targeting
a resource upgrade of over 100 mlbs by mid-January 2008 followed
by a final resource estimate by March 2008 targeting over 160 mlbs
U308."
.
BAN may be one of the very few bargains left!!!
Paladin now able to look for some bargains
Email Print Normal font Large font AdvertisementAdvertisementJamie Freed
January 15, 2008
oTHE uranium producer Paladin Energy is expected to resume its focus on acquisitions now that it has overcome production issues at its brand new Langer Heinrich mine in Namibia.
The mine, one of the first of a new breed of uranium mines since a recent increase in the price of the nuclear fuel, was unable to meet its original production forecast last year after a failure of its leach tank liners.
"We were in suspension [as a company]," said the managing director of Paladin, John Borshoff. "We couldn't do other things until we got our credibility back and our performance where we said we would be."
Paladin yesterday said it had met its second-half production target of 295 tonnes of uranium from Langer Heinrich.
The mine's production is expected to reach its nameplate capacity of 1179 tonnes this year before a planned expansion to 1678 tonnes.
Mr Borshoff said the board expected to approve the $US40 million ($44.7 million) to $US50 million expansion next month and to complete construction by the end of the year.
"When you look at the guidance of all the uranium companies around the world today, Paladin is one of the few that is maintaining its guidance for 2008," he said. "I think that's a tremendous achievement."
The construction of Paladin's second mine, Kayelekera in Malawi, should be completed by the end of the year. Mr Borshoff said Paladin should produce about 1723 tonnes of uranium from the two mines next year, rising to 2267 tonnes in 2010.
The company, which last year bought the Queensland uranium explorer Summit Resources, has renewed its focus on acquisitions after working through the teething problems at Langer Heinrich.
Since the uranium spot price has fallen from last year's record high of $US138 a pound, the value of many uranium stocks has dived. Mr Borshoff said the drop in the uranium price to its current level of $US90 a pound was "not one iota" of a concern, with the projected strong demand for nuclear power. But the fall in the share prices of uranium companies may help Paladin further its ambitions of buying more projects, particularly in North America.
On Friday Deutsche Bank analysts deemed Paladin their "preferred pick" within the uranium sector with an $8.25 target price.
The analysts said: "We forecast strong earnings growth from the company's stated production guidance and recognise that further upside opportunities are available to the company via production expansions at both Langer Heinrich and Kayelekera."
Paladin shares closed 6c lower at $5.95, after trading to $6.18.
Paladin now able to look for some bargains
Email Print Normal font Large font AdvertisementAdvertisementJamie Freed
January 15, 2008
oTHE uranium producer Paladin Energy is expected to resume its focus on acquisitions now that it has overcome production issues at its brand new Langer Heinrich mine in Namibia.
The mine, one of the first of a new breed of uranium mines since a recent increase in the price of the nuclear fuel, was unable to meet its original production forecast last year after a failure of its leach tank liners.
"We were in suspension [as a company]," said the managing director of Paladin, John Borshoff. "We couldn't do other things until we got our credibility back and our performance where we said we would be."
Paladin yesterday said it had met its second-half production target of 295 tonnes of uranium from Langer Heinrich.
The mine's production is expected to reach its nameplate capacity of 1179 tonnes this year before a planned expansion to 1678 tonnes.
Mr Borshoff said the board expected to approve the $US40 million ($44.7 million) to $US50 million expansion next month and to complete construction by the end of the year.
"When you look at the guidance of all the uranium companies around the world today, Paladin is one of the few that is maintaining its guidance for 2008," he said. "I think that's a tremendous achievement."
The construction of Paladin's second mine, Kayelekera in Malawi, should be completed by the end of the year. Mr Borshoff said Paladin should produce about 1723 tonnes of uranium from the two mines next year, rising to 2267 tonnes in 2010.
The company, which last year bought the Queensland uranium explorer Summit Resources, has renewed its focus on acquisitions after working through the teething problems at Langer Heinrich.
Since the uranium spot price has fallen from last year's record high of $US138 a pound, the value of many uranium stocks has dived. Mr Borshoff said the drop in the uranium price to its current level of $US90 a pound was "not one iota" of a concern, with the projected strong demand for nuclear power. But the fall in the share prices of uranium companies may help Paladin further its ambitions of buying more projects, particularly in North America.
On Friday Deutsche Bank analysts deemed Paladin their "preferred pick" within the uranium sector with an $8.25 target price.
The analysts said: "We forecast strong earnings growth from the company's stated production guidance and recognise that further upside opportunities are available to the company via production expansions at both Langer Heinrich and Kayelekera."
Paladin shares closed 6c lower at $5.95, after trading to $6.18.
Bannerman Resources Ltd. Reports Goanikontes Anomaly A Operational Cost Reductions
Friday January 18, 2:47 pm ET
http://biz.yahoo.com/iw/080118/0350400.html
Friday January 18, 2:47 pm ET
http://biz.yahoo.com/iw/080118/0350400.html
Bannerman sees Goanikontes A major uranium producer
Sunday, January 20, 2008; Posted: 05:32 PM
Sydney, Jan 21, 2008 (RWE via COMTEX) -- BNNLF | news | PowerRating | PR Charts -- (RWE Aust Business News) Bannerman Resources (ASX:BMN) has results from the scoping study at its Namibian project, Goanikontes Anomaly A, which shows the potential to be a major producer of uranium on the world scene.
The project is ideally located close to existing uranium mines and major infrastructure and the study has outlined the potential for an economic and robust project.
The case study for on site acid production is part of the ongoing work that is refining the details for the project economics in areas identified with the potential to reduce the operating costs in the proposed processing plant.
On site acid production not only reduces the project costs but includes the security of supply against third party acid procurement and produces a significant component of the overall project power requirements.
Further improvements to the operating costs may be achievable and the work required to assess these improvements will be included within the scope of the Bankable Feasibility Study scheduled to commence in February 2008.
Bannerman is continuing to progress the project towards development in line with the schedule.
A resource update for Goanikontes Anomaly A will be completed this month.
rweabn.com.au
http://www.tradingmarkets.com/.site/news/Stock%20News/100752…
Sunday, January 20, 2008; Posted: 05:32 PM
Sydney, Jan 21, 2008 (RWE via COMTEX) -- BNNLF | news | PowerRating | PR Charts -- (RWE Aust Business News) Bannerman Resources (ASX:BMN) has results from the scoping study at its Namibian project, Goanikontes Anomaly A, which shows the potential to be a major producer of uranium on the world scene.
The project is ideally located close to existing uranium mines and major infrastructure and the study has outlined the potential for an economic and robust project.
The case study for on site acid production is part of the ongoing work that is refining the details for the project economics in areas identified with the potential to reduce the operating costs in the proposed processing plant.
On site acid production not only reduces the project costs but includes the security of supply against third party acid procurement and produces a significant component of the overall project power requirements.
Further improvements to the operating costs may be achievable and the work required to assess these improvements will be included within the scope of the Bankable Feasibility Study scheduled to commence in February 2008.
Bannerman is continuing to progress the project towards development in line with the schedule.
A resource update for Goanikontes Anomaly A will be completed this month.
rweabn.com.au
http://www.tradingmarkets.com/.site/news/Stock%20News/100752…
A URANIUM EXPLORER MAKES EXCITING FIND BUT SHARES SLIDE
Sydney - Wednesday - January 23: (RWE Aust Business News)
*********************************************************
OVERVIEW
The market has certainly lost confidence when a miner announces that a new uranium discovery has the potential of a major producer but the shares buckle in the current selloff. Shares of Bannerman Resources Ltd (ASX:BMN) yesterday slumped 93c to $2.25 on what should have been a bullish report in any other period.
But the market has fallen 12 sessions in row and every company has been vulnerable to a downturn. On Monday, Bannerman Resources declared it sees its Namibian project, Goanikontes Anomaly A, as a major uranium producer based on results from a scoping study.
The project is ideally located close to existing uranium mines and major infrastructure and the study has outlined the potential for an economic and robust project. The case study for on-site acid production is part of the ongoing
work that is refining the details for the project economics in areas identified with the potential to reduce the operating costs in the proposed processing plant. On-site acid production not only reduces the project costs but includes the security of supply against third-party acid procurement and produces a significant component of the overall project power requirements.
Further improvements to the operating costs may be achievable and the work required to assess these improvements will be included within the scope of the Bankable Feasibility Study scheduled to commence in February.
Bannerman is continuing to progress the project towards development in line with the schedule. A resource update for Goanikontes Anomaly A will be completed this month.
SHARE PRICE MOVEMENTS
*********************
Shares of Bannerman Resources yesterday slumped 93c to $2.27. Rolling high for the year is $4.14 and low 1.30. The company has 132.5 million with a market cap of $298.2 million. But the weakness in the company may not all be due to current market conditions.
In December, Bannerman Resources reported that a company incorporated in Namibia, Savanna Marble Close Corporation, had commenced proceedings in the High Court of Namibia against the Namibian Minister of Mines and Energy, Bannerman's 80 per cent-owned subsidiary Bannerman Mining Resources (Namibia) (Proprietary) and an individual known as Robert D Wirtz who has no connection with Bannerman.
The proceedings sought to seek an order reviewing and correcting or setting aside the decision taken by the Minister of Mines and Energy in Namibia to grant Bannerman Namibia Licence EPL3345 with exclusive mineral rights for the nuclear fuel group of minerals over the area covered by Savanna's EPL3045, or alternatively, orders that the decision by the Minister of Mines and Energy to grant Bannerman Namibia EPL3345 be declared null and void.
Savanna is also seeking the costs of the application. Bannerman said EPL3045 held by Savanna only entitles it to mine stone known as "dimension stone". It is not entitled to explore for or mine any nuclear fuel minerals.
About three months ago Savanna applied to have nuclear fuels added to its licence. This application has not been dealt with and in Bannerman's view is unlikely to be granted. Savanna's EPL3045 is situated north of the Swakop River not near the company's Goanikontes Anomaly A deposit. The area which is the subject of the notice does not overlap on the current drilling program and will not have an impact on the exploration and development work planned by Bannerman Namibia.
Bannerman is not expecting any delays to the current schedule from this action. Savanna has applied for a mining licence indicating the area of economic interest for dimension stone sits on the northern boundary of the company's licence EPL3345.
The mining licence application does not cover any uranium targets currently in the company's inventory. Prior to the commencement of the proceedings Bannerman Namibia had taken advice in relation to many of the matters that are the subject of the proceedings, has formed the view that the proceedings have no proper foundation and are unlikely to succeed. The proceedings will be vigorously defended. Bannerman pointed out that under Namibian law it is possible, and quite common, to have overlapping mining permits for different minerals.
Apart from the Savanna dimension stone prospecting licence there is also a mining licence for copper, a prospecting licence for limestone and an application for mica. Bannerman Namibia does not expect that Savanna's right to mine dimension stone will affect Bannerman's ability to explore for and mine uranium in the overlapping parts of its licences.
Sydney - Wednesday - January 23: (RWE Aust Business News)
*********************************************************
OVERVIEW
The market has certainly lost confidence when a miner announces that a new uranium discovery has the potential of a major producer but the shares buckle in the current selloff. Shares of Bannerman Resources Ltd (ASX:BMN) yesterday slumped 93c to $2.25 on what should have been a bullish report in any other period.
But the market has fallen 12 sessions in row and every company has been vulnerable to a downturn. On Monday, Bannerman Resources declared it sees its Namibian project, Goanikontes Anomaly A, as a major uranium producer based on results from a scoping study.
The project is ideally located close to existing uranium mines and major infrastructure and the study has outlined the potential for an economic and robust project. The case study for on-site acid production is part of the ongoing
work that is refining the details for the project economics in areas identified with the potential to reduce the operating costs in the proposed processing plant. On-site acid production not only reduces the project costs but includes the security of supply against third-party acid procurement and produces a significant component of the overall project power requirements.
Further improvements to the operating costs may be achievable and the work required to assess these improvements will be included within the scope of the Bankable Feasibility Study scheduled to commence in February.
Bannerman is continuing to progress the project towards development in line with the schedule. A resource update for Goanikontes Anomaly A will be completed this month.
SHARE PRICE MOVEMENTS
*********************
Shares of Bannerman Resources yesterday slumped 93c to $2.27. Rolling high for the year is $4.14 and low 1.30. The company has 132.5 million with a market cap of $298.2 million. But the weakness in the company may not all be due to current market conditions.
In December, Bannerman Resources reported that a company incorporated in Namibia, Savanna Marble Close Corporation, had commenced proceedings in the High Court of Namibia against the Namibian Minister of Mines and Energy, Bannerman's 80 per cent-owned subsidiary Bannerman Mining Resources (Namibia) (Proprietary) and an individual known as Robert D Wirtz who has no connection with Bannerman.
The proceedings sought to seek an order reviewing and correcting or setting aside the decision taken by the Minister of Mines and Energy in Namibia to grant Bannerman Namibia Licence EPL3345 with exclusive mineral rights for the nuclear fuel group of minerals over the area covered by Savanna's EPL3045, or alternatively, orders that the decision by the Minister of Mines and Energy to grant Bannerman Namibia EPL3345 be declared null and void.
Savanna is also seeking the costs of the application. Bannerman said EPL3045 held by Savanna only entitles it to mine stone known as "dimension stone". It is not entitled to explore for or mine any nuclear fuel minerals.
About three months ago Savanna applied to have nuclear fuels added to its licence. This application has not been dealt with and in Bannerman's view is unlikely to be granted. Savanna's EPL3045 is situated north of the Swakop River not near the company's Goanikontes Anomaly A deposit. The area which is the subject of the notice does not overlap on the current drilling program and will not have an impact on the exploration and development work planned by Bannerman Namibia.
Bannerman is not expecting any delays to the current schedule from this action. Savanna has applied for a mining licence indicating the area of economic interest for dimension stone sits on the northern boundary of the company's licence EPL3345.
The mining licence application does not cover any uranium targets currently in the company's inventory. Prior to the commencement of the proceedings Bannerman Namibia had taken advice in relation to many of the matters that are the subject of the proceedings, has formed the view that the proceedings have no proper foundation and are unlikely to succeed. The proceedings will be vigorously defended. Bannerman pointed out that under Namibian law it is possible, and quite common, to have overlapping mining permits for different minerals.
Apart from the Savanna dimension stone prospecting licence there is also a mining licence for copper, a prospecting licence for limestone and an application for mica. Bannerman Namibia does not expect that Savanna's right to mine dimension stone will affect Bannerman's ability to explore for and mine uranium in the overlapping parts of its licences.
29/01/2008 ! Trading Halt 2 PDF
29/01/2008 ! Quarterly Cashflow Report 5 PDF
29/01/2008 ! Quarterly Activities Report 16 PDF
http://www.asx.com.au/asx/research/CompanyInfoSearchResults.…
29/01/2008 ! Quarterly Cashflow Report 5 PDF
29/01/2008 ! Quarterly Activities Report 16 PDF
http://www.asx.com.au/asx/research/CompanyInfoSearchResults.…
oh- jetzt gibt auch einen thread
hatte vor paar monaten schonmal geschaut
da gabs noch keinen
ein interessanter wert
reserven etc sehen gut aus
produktion ja erst ab 2011
von daher kann man das ganze in der nächsten zeit noch von der seitenlinie aus betrachten
mal schauen was der u308 preis noch so veranstaltet
hatte vor paar monaten schonmal geschaut
da gabs noch keinen
ein interessanter wert
reserven etc sehen gut aus
produktion ja erst ab 2011
von daher kann man das ganze in der nächsten zeit noch von der seitenlinie aus betrachten
mal schauen was der u308 preis noch so veranstaltet
Haywood gives a $4.50 taget
Haywood have just started covering BMN.
The report below is worth a read
http://www.haywood.com/pdffiles/BANFeb122008.pdf
Haywood have just started covering BMN.
The report below is worth a read
http://www.haywood.com/pdffiles/BANFeb122008.pdf
Mar 03, 2008 16:14 ET
Bannerman Resources Announces Equity Financing
TORONTO, ONTARIO--(Marketwire - March 3, 2008) -
http://www.marketwirecanada.com/mw/rel_ca.jsp?id=828079
Bannerman Resources Announces Equity Financing
TORONTO, ONTARIO--(Marketwire - March 3, 2008) -
http://www.marketwirecanada.com/mw/rel_ca.jsp?id=828079
Bannerman Resources Ltd. (TSX:BAN)(ASX:BMN) ("Bannerman" or the "Company") announced today that it has filed a preliminary short form prospectus with securities regulatory authorities in Ontario, British Columbia, Alberta, Saskatchewan and Manitoba in respect of a public offering of ordinary shares (the "Offering"). The Offering will be conducted through a syndicate of underwriters, led by Haywood Securities Inc., and including GMP Securities L.P., Cormark Securities Inc. and Thomas Weisel Partners Canada Inc.
The Offering will be priced in the context of the market with final terms of the Offering to be determined at the time of pricing. Bannerman plans to use the net proceeds from the financing to develop its Goanikontes uranium project in Namibia, other exploration costs and for working capital and general corporate purposes.
Trading in Bannerman's shares will be temporarily suspended on the Australian Stock Exchange pending finalization of the terms of the proposed Offering.
The Offering is subject to certain conditions including, but not limited to, the entering into by Bannerman and the underwriters of an underwriting agreement and the receipt of all necessary approvals, including the approval of the Toronto Stock Exchange and the Australian Stock Exchange.
The Offering is expected to close on or about March 27, 2008.
These securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or the securities laws of any state of the United States and these securities may not be offered or sold, directly or indirectly, within the United States or to or for the account or benefit of a U.S. person (as defined in Regulation S under the U.S. Securities Act) without registration under the U.S. Securities Act and any applicable state securities laws unless an exemption from registration is available. This news release is not an offer to sell or the solicitation of an offer to buy the securities in any jurisdiction.
About Bannerman
Bannerman Resources Limited is an emerging international uranium producer with projects in Namibia and Botswana and an interest in a license in Australia. The Company's major focus is on the exploration and development of a uranium project in Namibia.
Bannerman is currently focused on accelerating the development of its primary asset, the Goanikontes uranium project located in the world-class uranium country of Namibia and situated on a trend southwest of the Rio Tinto Rossing mine. A bankable feasibility study is planned for 2008 with production planned to commence in 2011.
The Offering will be priced in the context of the market with final terms of the Offering to be determined at the time of pricing. Bannerman plans to use the net proceeds from the financing to develop its Goanikontes uranium project in Namibia, other exploration costs and for working capital and general corporate purposes.
Trading in Bannerman's shares will be temporarily suspended on the Australian Stock Exchange pending finalization of the terms of the proposed Offering.
The Offering is subject to certain conditions including, but not limited to, the entering into by Bannerman and the underwriters of an underwriting agreement and the receipt of all necessary approvals, including the approval of the Toronto Stock Exchange and the Australian Stock Exchange.
The Offering is expected to close on or about March 27, 2008.
These securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or the securities laws of any state of the United States and these securities may not be offered or sold, directly or indirectly, within the United States or to or for the account or benefit of a U.S. person (as defined in Regulation S under the U.S. Securities Act) without registration under the U.S. Securities Act and any applicable state securities laws unless an exemption from registration is available. This news release is not an offer to sell or the solicitation of an offer to buy the securities in any jurisdiction.
About Bannerman
Bannerman Resources Limited is an emerging international uranium producer with projects in Namibia and Botswana and an interest in a license in Australia. The Company's major focus is on the exploration and development of a uranium project in Namibia.
Bannerman is currently focused on accelerating the development of its primary asset, the Goanikontes uranium project located in the world-class uranium country of Namibia and situated on a trend southwest of the Rio Tinto Rossing mine. A bankable feasibility study is planned for 2008 with production planned to commence in 2011.
West Australian Metals in Stuttgart! (während der „Invest“)
----------------------------------------------------------------------------
------------------------------------
Die interessanteste Uranstory des Jahres! West Australian Metals, einer der
größten Uranexplorer in Namibia, stellt das dortige „Marencia Projekt“
vor. „Marencia“ erstreckt sich über 700 km² mit hohem Potential für
sekundäre und primäre Uranvorkommen. Hier werden über 100 Millionen Pfund
Uranoxid vermutet, davon sind bereits 15 Mio. per JORC Studie nachgewiesen.
Neben australischen Experten arbeiten an dem Projekt auch deutsche Geologen.
Das Gebiet grenzt unmittelbar an Areva / Uramin. Infrastruktur und
verkehrsmäßige Anbindung gelten als optimal.
Also: Informationen aus erster Hand! Chairman, Technischer Direktor und ein
deutscher Geologe stellen das Projekt vor und beantworten Ihre Fragen.
Wann: 12.April 2008, 17 Uhr
Wo: Hotel Mövenpick, 70629 Stuttgart Airport, Flughafenstrasse 50, (Nähe
Messe und Flughafen) Im Anschluss Imbiss und Möglichkeit des persönlichen
Gesprächs.
Weitere Informationen: http://www.wametals.de – dort können Sie auch
Infos per Mail anfordern. Oder direkt unter: westaustralianmetals@web.de
West Australian Metals ist in Frankfurt, Berlin und Sydney gelistet.
Frankfurter Börse: WTT / ISIN:AU000000WME4 - Sydney ASX.com: WME
interessant . . . Bannerman hat bereits 70 Mio pfd JORC, in der direkten
Nachbarschaft der Rossing Mine von Rio Tinto und wird noch in diesem
Jahr 100 Mio pfd + x nachweisen und hat schon die Bankable Feasibility
Study in Arbeit . . .
.
----------------------------------------------------------------------------
------------------------------------
Die interessanteste Uranstory des Jahres! West Australian Metals, einer der
größten Uranexplorer in Namibia, stellt das dortige „Marencia Projekt“
vor. „Marencia“ erstreckt sich über 700 km² mit hohem Potential für
sekundäre und primäre Uranvorkommen. Hier werden über 100 Millionen Pfund
Uranoxid vermutet, davon sind bereits 15 Mio. per JORC Studie nachgewiesen.
Neben australischen Experten arbeiten an dem Projekt auch deutsche Geologen.
Das Gebiet grenzt unmittelbar an Areva / Uramin. Infrastruktur und
verkehrsmäßige Anbindung gelten als optimal.
Also: Informationen aus erster Hand! Chairman, Technischer Direktor und ein
deutscher Geologe stellen das Projekt vor und beantworten Ihre Fragen.
Wann: 12.April 2008, 17 Uhr
Wo: Hotel Mövenpick, 70629 Stuttgart Airport, Flughafenstrasse 50, (Nähe
Messe und Flughafen) Im Anschluss Imbiss und Möglichkeit des persönlichen
Gesprächs.
Weitere Informationen: http://www.wametals.de – dort können Sie auch
Infos per Mail anfordern. Oder direkt unter: westaustralianmetals@web.de
West Australian Metals ist in Frankfurt, Berlin und Sydney gelistet.
Frankfurter Börse: WTT / ISIN:AU000000WME4 - Sydney ASX.com: WME
interessant . . . Bannerman hat bereits 70 Mio pfd JORC, in der direkten
Nachbarschaft der Rossing Mine von Rio Tinto und wird noch in diesem
Jahr 100 Mio pfd + x nachweisen und hat schon die Bankable Feasibility
Study in Arbeit . . .
.
Sydney - Wednesday - April 2:
(RWE Aust Business News) -
Bannerman Resources (ASX:BMN) has been advised by director Nathan McMahon
and other shareholders that a portion of their shareholdings are subject
to an equity finance contract with Opes Prime, in receivership by the ANZ
Bank (ASX:ANZ).
The company cannot provide surety of the total number of the
securities affected by the Opes margin lending, however, following an
analysis of the register, identified two holdings which it believes may
be potentially linked to the Opes facilities.
These shares represent 10.3pc of the issued capital.
Mr McMahon has informed the company that entities associated with
him have margin lending arrangements with Opes under which 14,722,097
ordinary shares representing 10.2pc of the issued capital are pledged as
collateral which are held in these ANZ Nominees accounts.
The key terms of the Opes facilities as understood by Mr McMahon
were that of a standard margin loan facility, whereby equity securities
were given as collateral for funds advanced to clients and a security
value for the collateral was determined by Opes.
The current status of the ownership and control of the securities
is unclear at this time.
No other directors or executives have any margin loan
arrangements secured by the company's shares.
(RWE Aust Business News) -
Bannerman Resources (ASX:BMN) has been advised by director Nathan McMahon
and other shareholders that a portion of their shareholdings are subject
to an equity finance contract with Opes Prime, in receivership by the ANZ
Bank (ASX:ANZ).
The company cannot provide surety of the total number of the
securities affected by the Opes margin lending, however, following an
analysis of the register, identified two holdings which it believes may
be potentially linked to the Opes facilities.
These shares represent 10.3pc of the issued capital.
Mr McMahon has informed the company that entities associated with
him have margin lending arrangements with Opes under which 14,722,097
ordinary shares representing 10.2pc of the issued capital are pledged as
collateral which are held in these ANZ Nominees accounts.
The key terms of the Opes facilities as understood by Mr McMahon
were that of a standard margin loan facility, whereby equity securities
were given as collateral for funds advanced to clients and a security
value for the collateral was determined by Opes.
The current status of the ownership and control of the securities
is unclear at this time.
No other directors or executives have any margin loan
arrangements secured by the company's shares.
wallstreet-team
kriegt Ihr das mit dem Seitenumbruch noch mal hin ?? oder soll man sich hier 'nen Wolf scrollen ??
kriegt Ihr das mit dem Seitenumbruch noch mal hin ?? oder soll man sich hier 'nen Wolf scrollen ??
Antwort auf Beitrag Nr.: 33.855.236 von DaenischeSuedsee am 10.04.08 11:33:10Korrektur: HAYWOOD Research Report
Antwort auf Beitrag Nr.: 33.855.303 von DaenischeSuedsee am 10.04.08 11:38:20Namibia: Work On Desalination Plant to Start
(Windhoek)
4 April 2008
Posted to the web 4 April 2008
Petronella Sibeene
Windhoek
NamWater has announced that the construction of a second plant to desalinate salty seawater for domestic and industrial use in a project worth overa billion Namibian dollars in the Erongo region will commence in October.
The desalination plant will supply water to about 12 new uranium mines expected to start operating in 2010.
Managing Director of NamWater, Dr Vaino Shivute,yesterday said the unprecedented increase in uranium demand globally since 2000, has aroused interest among companies to explore uraniummining in Namibia.
Mines in the pipeline such as Valencia, Goanikontes, Husab, Marenica, Tubas and Tumas and fiveothers are expected to open in the Erongo region starting 2010. Rössing and Langer Heinrich mines are expected to increase their production in the coming few years and will also get water supply from the desalination plant.
They will consume about 53million cubic metres per annum exceeding the utility's nationwide supply of 67 million cubic metres per annum.
This will be the second desalination plant in that region.
In November last year, NamWater and UraMin announced a joint undertaking to construct a seawater intake and brine disposal system.
The plant to be commissioned end 2009 will supply about 20 million cubic metres per year to Trekkopje Mine.
The capital cost for the project announced yesterday is estimated at N$1.48 billion.
Considering the huge financial outlay involved, Shivute said NamWater is likely to go the market to borrow. A financial consultant has already been appointed.
NamWater will recover the money from the mining companies either as capital payment upfront or water tariffs.
The funds will be used for putting up a system for seawater intake,building the plant itself, pipes, pump station, reservoirs and also for power supply.
"It is not true that NamWater is subsidising water to the mines. They are prepared top pay," he said.
Upcoming mines guaranteed they will buy water from NamWater and recover thecosts within the shortest period of the mine's lifespan, NamWater said.
Last year, NamWater appointed a desalination consultant and prequalification bidders have already been completed.
The tender documents were completed and preferred bidders were presented with the documents last month.
The commissioning date for the desalination plant is early 2010.
While the mining industry depends heavily on energy supply in order to operate big machines, Shivute said an inter-ministerial committee comprising of members of NamPower and NamWater was established to coordinate requirements from the ministries and parastatals. NamPower assured it would by the third-quarter of next year have enough electricity for the mines.
The desalinationproject will facilitate enormous growth in uranium mining in the country resulting in economic growth, said Shivute.
It is estimated that about 3000 Namibians will secure jobs in the industry.
Shivute also indicated that the design of themuch-anticipated desalination plant will be in such a way that itminimises the brine discharge into the sea.
"A stringent environmental management plan will be imposed by NamWater onall the engineering contractors that will be employed on the project,"Shivute added.
Meanwhile, coastal water demands will still be met from the Kuiseb and Omdel aquifers.
http://www.newera.com.na/
(Windhoek)
4 April 2008
Posted to the web 4 April 2008
Petronella Sibeene
Windhoek
NamWater has announced that the construction of a second plant to desalinate salty seawater for domestic and industrial use in a project worth overa billion Namibian dollars in the Erongo region will commence in October.
The desalination plant will supply water to about 12 new uranium mines expected to start operating in 2010.
Managing Director of NamWater, Dr Vaino Shivute,yesterday said the unprecedented increase in uranium demand globally since 2000, has aroused interest among companies to explore uraniummining in Namibia.
Mines in the pipeline such as Valencia, Goanikontes, Husab, Marenica, Tubas and Tumas and fiveothers are expected to open in the Erongo region starting 2010. Rössing and Langer Heinrich mines are expected to increase their production in the coming few years and will also get water supply from the desalination plant.
They will consume about 53million cubic metres per annum exceeding the utility's nationwide supply of 67 million cubic metres per annum.
This will be the second desalination plant in that region.
In November last year, NamWater and UraMin announced a joint undertaking to construct a seawater intake and brine disposal system.
The plant to be commissioned end 2009 will supply about 20 million cubic metres per year to Trekkopje Mine.
The capital cost for the project announced yesterday is estimated at N$1.48 billion.
Considering the huge financial outlay involved, Shivute said NamWater is likely to go the market to borrow. A financial consultant has already been appointed.
NamWater will recover the money from the mining companies either as capital payment upfront or water tariffs.
The funds will be used for putting up a system for seawater intake,building the plant itself, pipes, pump station, reservoirs and also for power supply.
"It is not true that NamWater is subsidising water to the mines. They are prepared top pay," he said.
Upcoming mines guaranteed they will buy water from NamWater and recover thecosts within the shortest period of the mine's lifespan, NamWater said.
Last year, NamWater appointed a desalination consultant and prequalification bidders have already been completed.
The tender documents were completed and preferred bidders were presented with the documents last month.
The commissioning date for the desalination plant is early 2010.
While the mining industry depends heavily on energy supply in order to operate big machines, Shivute said an inter-ministerial committee comprising of members of NamPower and NamWater was established to coordinate requirements from the ministries and parastatals. NamPower assured it would by the third-quarter of next year have enough electricity for the mines.
The desalinationproject will facilitate enormous growth in uranium mining in the country resulting in economic growth, said Shivute.
It is estimated that about 3000 Namibians will secure jobs in the industry.
Shivute also indicated that the design of themuch-anticipated desalination plant will be in such a way that itminimises the brine discharge into the sea.
"A stringent environmental management plan will be imposed by NamWater onall the engineering contractors that will be employed on the project,"Shivute added.
Meanwhile, coastal water demands will still be met from the Kuiseb and Omdel aquifers.
http://www.newera.com.na/
zur info...
Vom 15.05.2008
Daumen hoch für Bannerman Resources
Das australische Explorationsunternehmen Bannerman Resources Ltd hat nach jüngsten erfolgsversprechenden Untersuchungsergebnissen für das Goanikontes-Uranprojekt 41 Kilometer südlich von Swakopmund eine positive Resonanz von internationalen Analysten bekommen.
Die Uranförderung in Namibia, hier bei der Rössing-Mine, bleibt trotz des gesunkenen Weltmarktpreises weiterhin interessant und lukrativ.
Wir stufen Goanikontes als eines der wichtigsten Uranprojekte weltweit ein”, so die Meinung eines renommierten kanadischen Brokers. Bannerman ist an der Börse von Toronto notiert, einer der beliebtesten Kapitalsammelstellen für Explorationsfirmen weltweit. „Die Untersuchungsergebnisse von Goanikontes A haben bislang erhebliche Uranablagerungen gezeigt. Wir gehen davon aus, dass der bislang geschätzte Umfang der U3O8-Ablagerungen von 72,2 Millionen Pfund demnächst deutlich nach oben revidiert wird”, fuhr er fort. Triuranoctoxid (U3O8) ist das erste Zwischenprodukt, das beim Abbau von Uranerzen gewonnen wird.
Das Goanikontes-Projekt ist das derzeit wichtigste Projekt von Bannerman Resources, einschließlich Explorationsaktivitäten in Australien und Botswana. Bannerman hat nach aktuellen Daten hier bislang 333 Probebohrungen durchgeführt und ist dabei, seine Untersuchungen auszuweiten. So hat das Unternehmen nach eigenen Angaben damit begonnen, auch beim Rössingberg Probebohrungen durchzuführen.
Im Zuge des enorm gestiegenen Uranpreises, der im Juli 2007 bei über 130 US-Dollar je Pfund seinen vorläufigen Höchststand erreicht hat, inzwischen allerdings auf rund 70 US-Dollar gefallen ist, hat sich das Gebiet südlich von Swakopmund in der Nähe des größten Urantagebaus der Welt, Rössing Uranium von Rio Tinto, zu einem Mekka für Uranexplorationsgesellschaften aus aller Welt entwickelt. Obwohl dies zu starken Protesten von Umweltschützern geführt hat, sind inzwischen eine Reihe Explorationsprojekte erfolgreich abgeschlossen und der Minenbetrieb aufgenommen worden, wie im Falle der Mine Langer Heinrich vom ebenfalls australischen Unternehmen Paladin Resources.
Auch das Goanikontes-Projekt ist bislang auf wenig Gegenliebe bei Umweltschützern gestoßen. Zudem ist es zu einer gerichtlichen Auseinandersetzung mit einem hiesigen Minenbetrieb über den Grenzverlauf der Welwitschia-Prospektierlizenz (EPL 3345) gekommen, die das Goanikontes-Projekt umfasst. Die EPL 3345 deckt eine Oberfläche von rund 500 Quadratkilometer ab. Im Rahmen dieser Prospektierlizenz will Bannerman insgesamt zehn potenzielle Lagerstätten untersuchen. Die Regierung hat sich trotz aller Kontroversen bislang konsequent für die Interessen der ausländischen Explorationsfirmen eingesetzt.
In einer Projektübersicht auf seiner Internetseite geht Bannerman Resources davon aus, dass es rund 70 Prozent seines Elektrizitätsbedarfs selbst decken und daher von der regionalen Stromnotlage nicht stark betroffen sein werde. Zudem wird angedeutet, dass die von NamWater gebaute Meerwasserentsalzungsanlage nördlich von Wlotzkasbaken eine entscheidende Rolle in der Wasserversorgung der Bannermann-Projekte spielen soll.
Neben Kanada und Australien ist Bannerman Resources Ltd seit dem 2. April dieses Jahres auch in Namibia an der Börse notiert. An diesem Tag ging die Bannerman-Aktie (Kürzel: BMN) bei fast 14 Namibia-Dollar aus dem Handel. Inzwischen hat sie auf 11,32 Namibia-Dollar (13. Mai 2008) abgespeckt. Die Aktie sei relativ illiquide, werde also wenig gehandelt, ergab gestern eine Nachfrage bei einem hiesigen Broker. Anlagen in Explorationsgesellschaften seien gemeinhin höchst spekulativ, auch wenn sie von Marktbeobachtern mit dem positiven Prädikat „sector ourperform” – wie im Falle von Bannerman Resources – bewertet werden.
Von Sven Heussen
http://www.az.com.na/wirtschaft/daumen-hoch-fr-bannerman-res…
Vom 15.05.2008
Daumen hoch für Bannerman Resources
Das australische Explorationsunternehmen Bannerman Resources Ltd hat nach jüngsten erfolgsversprechenden Untersuchungsergebnissen für das Goanikontes-Uranprojekt 41 Kilometer südlich von Swakopmund eine positive Resonanz von internationalen Analysten bekommen.
Die Uranförderung in Namibia, hier bei der Rössing-Mine, bleibt trotz des gesunkenen Weltmarktpreises weiterhin interessant und lukrativ.
Wir stufen Goanikontes als eines der wichtigsten Uranprojekte weltweit ein”, so die Meinung eines renommierten kanadischen Brokers. Bannerman ist an der Börse von Toronto notiert, einer der beliebtesten Kapitalsammelstellen für Explorationsfirmen weltweit. „Die Untersuchungsergebnisse von Goanikontes A haben bislang erhebliche Uranablagerungen gezeigt. Wir gehen davon aus, dass der bislang geschätzte Umfang der U3O8-Ablagerungen von 72,2 Millionen Pfund demnächst deutlich nach oben revidiert wird”, fuhr er fort. Triuranoctoxid (U3O8) ist das erste Zwischenprodukt, das beim Abbau von Uranerzen gewonnen wird.
Das Goanikontes-Projekt ist das derzeit wichtigste Projekt von Bannerman Resources, einschließlich Explorationsaktivitäten in Australien und Botswana. Bannerman hat nach aktuellen Daten hier bislang 333 Probebohrungen durchgeführt und ist dabei, seine Untersuchungen auszuweiten. So hat das Unternehmen nach eigenen Angaben damit begonnen, auch beim Rössingberg Probebohrungen durchzuführen.
Im Zuge des enorm gestiegenen Uranpreises, der im Juli 2007 bei über 130 US-Dollar je Pfund seinen vorläufigen Höchststand erreicht hat, inzwischen allerdings auf rund 70 US-Dollar gefallen ist, hat sich das Gebiet südlich von Swakopmund in der Nähe des größten Urantagebaus der Welt, Rössing Uranium von Rio Tinto, zu einem Mekka für Uranexplorationsgesellschaften aus aller Welt entwickelt. Obwohl dies zu starken Protesten von Umweltschützern geführt hat, sind inzwischen eine Reihe Explorationsprojekte erfolgreich abgeschlossen und der Minenbetrieb aufgenommen worden, wie im Falle der Mine Langer Heinrich vom ebenfalls australischen Unternehmen Paladin Resources.
Auch das Goanikontes-Projekt ist bislang auf wenig Gegenliebe bei Umweltschützern gestoßen. Zudem ist es zu einer gerichtlichen Auseinandersetzung mit einem hiesigen Minenbetrieb über den Grenzverlauf der Welwitschia-Prospektierlizenz (EPL 3345) gekommen, die das Goanikontes-Projekt umfasst. Die EPL 3345 deckt eine Oberfläche von rund 500 Quadratkilometer ab. Im Rahmen dieser Prospektierlizenz will Bannerman insgesamt zehn potenzielle Lagerstätten untersuchen. Die Regierung hat sich trotz aller Kontroversen bislang konsequent für die Interessen der ausländischen Explorationsfirmen eingesetzt.
In einer Projektübersicht auf seiner Internetseite geht Bannerman Resources davon aus, dass es rund 70 Prozent seines Elektrizitätsbedarfs selbst decken und daher von der regionalen Stromnotlage nicht stark betroffen sein werde. Zudem wird angedeutet, dass die von NamWater gebaute Meerwasserentsalzungsanlage nördlich von Wlotzkasbaken eine entscheidende Rolle in der Wasserversorgung der Bannermann-Projekte spielen soll.
Neben Kanada und Australien ist Bannerman Resources Ltd seit dem 2. April dieses Jahres auch in Namibia an der Börse notiert. An diesem Tag ging die Bannerman-Aktie (Kürzel: BMN) bei fast 14 Namibia-Dollar aus dem Handel. Inzwischen hat sie auf 11,32 Namibia-Dollar (13. Mai 2008) abgespeckt. Die Aktie sei relativ illiquide, werde also wenig gehandelt, ergab gestern eine Nachfrage bei einem hiesigen Broker. Anlagen in Explorationsgesellschaften seien gemeinhin höchst spekulativ, auch wenn sie von Marktbeobachtern mit dem positiven Prädikat „sector ourperform” – wie im Falle von Bannerman Resources – bewertet werden.
Von Sven Heussen
http://www.az.com.na/wirtschaft/daumen-hoch-fr-bannerman-res…
Broker_Haywood May 21
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=======================================================================
Re: News Releases - Tuesday, June 24, 2008
Bannerman Resources' Resource Drilling Finalised at Anomaly A
Exploration Commences for Additional Production Capacity
=======================================================================
Perth, Australia -- June 24, 2008 -- Bannerman Resources Ltd (ASX: BMN, TSX: BAN) ("Bannerman" or the "Company"), a uranium exploration and mine development company focused on projects in Namibia, is pleased to report that resource drilling has now been completed at Goanikontes' Anomaly A and that senior geological staff have mobilised to the Perth Company office to begin final resource estimation work.
Drill rigs have now been mobilised to explore prospects which have been identified beyond the principle uranium deposit at Goanikontes' Anomaly A. In all, fifteen prospects have been identified to date with targets prioritised based on historic drill results (where available), ground and airborne radiometric surveys and geological mapping. This marks the commencement of an exciting new exploration phase for the Company. It is the Company's intention to define additional significant uranium resources with proximity to the Anomaly A deposit.
Additional Uranium deposits could provide for;
-Enhanced and additional ore to supplement the Anomaly A project, -Additional resources to underpin a possible Stage 2 expansion beyond the envisaged 15Mt p.a. mining and milling operation at Anomaly A, -A much larger resource base for an additional stand alone plant elsewhere on the lease, utilising shared infrastructure and management capabilities.
Drilling at Anomaly A totalled 441 RC holes for 117,198 metres and 47 Diamond Core holes for 18,123 metres over the 2.3 kilometre strike that has been defined for the resource estimate. This represents the culmination of over 18 months of continuous drilling and has identified one of the world's largest known uranium deposits.
The Company expects to announce an updated resource estimate in Q3 2008. To this end, the completion of resource drilling and the mobilisation of senior geological staff to the Perth office to work with RSG Coffey Mining are major milestones.
The final resource will mostly comprise chemical assay data, including results from significant width and depth extensions that were not included in the interim resource estimate announced in January, 2008 and will also include core and RC drill hole results from infill drilling completed on a 50 metre by 50 metre grid.
This new resource estimate will be the basis of the definitive feasibility study being completed by GRD Minproc, however, mineralisation at Anomaly A remains open to the North, South, West and at depth. One diamond core rig will remain in the area testing these extensions and collecting samples for geotechnical and metallurgical test work for the feasibility study currently under commission.
Peter Batten, Managing Director says, "It is important to recognise that the Anomaly A project is in fact a single pit that does not yet include all the known mineralisation. The geological sequence hosting the Anomaly A Project is known to continue and in some cases repeat itself along strike and down dip. It would be more accurate to describe Anomaly A as the first open pit in the Project area."
Bannerman is currently establishing a sample preparation laboratory, to be run by an independent commercial laboratory firm, in Swakopmund for the exclusive use of the Company. It is expected that this facility will greatly expedite the processing of drill samples.
Exploration drilling on the other prospects has now commenced with drilling being conducted at Oshivelli, Rossingberg and at Ombuga South.
About Bannerman
Bannerman Resources Limited is an emerging uranium producer with interests in two properties in Namibia, an African country considered to be a premier mining jurisdiction. Its principal and most significant asset is its 80% interest in the Goanikontes project situated on a trend southwest of the Rio Tinto Rössing uranium mine.
Bannerman is focused on accelerating the development of one of a very large uranium deposit at Goanikontes, Namibia. A mine plan is contemplating low cost uranium production using proven processing techniques. The scoping study completed in December 2007 describes robust project economics using conservative uranium prices. A definitive feasibility study is currently underway by GRD Minproc. The company expects to bring its starter asset at the Goanikontes deposit into production by 2011.
As well, the area offers tremendous exploration potential. Exploration of an initial fifteen identified targets has commenced and will continue through the development stages of the Goanikontes starter asset.
Please visit the Company website at www.bannermanresources.com
For further information please contact:
Peter Batten
Managing Director
Bannerman Resources Ltd.
Ph: +61 (08) 9381 1436
Em: peter@bannermanresources.com.au
North America
Ann Gibbs
Investor Relations
Bannerman Resources Ltd
Tel: 1 416 388 7247
E: ann@bannermanresources.com
The information in this report that relates to the Exploration Results, Mineral Resources or Ore Reserves of the projects owned by Bannerman Resources Ltd is based on information compiled by Mr Peter Batten, who is a Member of The Australasian Institute of Mining and Metallurgy and who has sufficient experience relevant to the style of mineralisation and types of deposits under consideration and to the activity which is being undertaken to qualify as Competent Person as defined in the 2004 Edition of the "Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves" and as a Qualified Person for purposes of National Instrument 43-101 of the Canadian Securities Administrators.. Mr Batten consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
=======================================================================
Copyright (c) 2008 BANNERMAN RESOURCES LIMITED (BAN) All rights reserved. For more information visit our website at http://www.bannermanresources.com/ or send mailto:questions@bannermanresources.com
=======================================================================
das hatte ja die Wirkung eines Treibsatzes, sieht so aus als wird bei Bannerman
alles wieder in's Lot kommen . . .
Re: News Releases - Tuesday, June 24, 2008
Bannerman Resources' Resource Drilling Finalised at Anomaly A
Exploration Commences for Additional Production Capacity
=======================================================================
Perth, Australia -- June 24, 2008 -- Bannerman Resources Ltd (ASX: BMN, TSX: BAN) ("Bannerman" or the "Company"), a uranium exploration and mine development company focused on projects in Namibia, is pleased to report that resource drilling has now been completed at Goanikontes' Anomaly A and that senior geological staff have mobilised to the Perth Company office to begin final resource estimation work.
Drill rigs have now been mobilised to explore prospects which have been identified beyond the principle uranium deposit at Goanikontes' Anomaly A. In all, fifteen prospects have been identified to date with targets prioritised based on historic drill results (where available), ground and airborne radiometric surveys and geological mapping. This marks the commencement of an exciting new exploration phase for the Company. It is the Company's intention to define additional significant uranium resources with proximity to the Anomaly A deposit.
Additional Uranium deposits could provide for;
-Enhanced and additional ore to supplement the Anomaly A project, -Additional resources to underpin a possible Stage 2 expansion beyond the envisaged 15Mt p.a. mining and milling operation at Anomaly A, -A much larger resource base for an additional stand alone plant elsewhere on the lease, utilising shared infrastructure and management capabilities.
Drilling at Anomaly A totalled 441 RC holes for 117,198 metres and 47 Diamond Core holes for 18,123 metres over the 2.3 kilometre strike that has been defined for the resource estimate. This represents the culmination of over 18 months of continuous drilling and has identified one of the world's largest known uranium deposits.
The Company expects to announce an updated resource estimate in Q3 2008. To this end, the completion of resource drilling and the mobilisation of senior geological staff to the Perth office to work with RSG Coffey Mining are major milestones.
The final resource will mostly comprise chemical assay data, including results from significant width and depth extensions that were not included in the interim resource estimate announced in January, 2008 and will also include core and RC drill hole results from infill drilling completed on a 50 metre by 50 metre grid.
This new resource estimate will be the basis of the definitive feasibility study being completed by GRD Minproc, however, mineralisation at Anomaly A remains open to the North, South, West and at depth. One diamond core rig will remain in the area testing these extensions and collecting samples for geotechnical and metallurgical test work for the feasibility study currently under commission.
Peter Batten, Managing Director says, "It is important to recognise that the Anomaly A project is in fact a single pit that does not yet include all the known mineralisation. The geological sequence hosting the Anomaly A Project is known to continue and in some cases repeat itself along strike and down dip. It would be more accurate to describe Anomaly A as the first open pit in the Project area."
Bannerman is currently establishing a sample preparation laboratory, to be run by an independent commercial laboratory firm, in Swakopmund for the exclusive use of the Company. It is expected that this facility will greatly expedite the processing of drill samples.
Exploration drilling on the other prospects has now commenced with drilling being conducted at Oshivelli, Rossingberg and at Ombuga South.
About Bannerman
Bannerman Resources Limited is an emerging uranium producer with interests in two properties in Namibia, an African country considered to be a premier mining jurisdiction. Its principal and most significant asset is its 80% interest in the Goanikontes project situated on a trend southwest of the Rio Tinto Rössing uranium mine.
Bannerman is focused on accelerating the development of one of a very large uranium deposit at Goanikontes, Namibia. A mine plan is contemplating low cost uranium production using proven processing techniques. The scoping study completed in December 2007 describes robust project economics using conservative uranium prices. A definitive feasibility study is currently underway by GRD Minproc. The company expects to bring its starter asset at the Goanikontes deposit into production by 2011.
As well, the area offers tremendous exploration potential. Exploration of an initial fifteen identified targets has commenced and will continue through the development stages of the Goanikontes starter asset.
Please visit the Company website at www.bannermanresources.com
For further information please contact:
Peter Batten
Managing Director
Bannerman Resources Ltd.
Ph: +61 (08) 9381 1436
Em: peter@bannermanresources.com.au
North America
Ann Gibbs
Investor Relations
Bannerman Resources Ltd
Tel: 1 416 388 7247
E: ann@bannermanresources.com
The information in this report that relates to the Exploration Results, Mineral Resources or Ore Reserves of the projects owned by Bannerman Resources Ltd is based on information compiled by Mr Peter Batten, who is a Member of The Australasian Institute of Mining and Metallurgy and who has sufficient experience relevant to the style of mineralisation and types of deposits under consideration and to the activity which is being undertaken to qualify as Competent Person as defined in the 2004 Edition of the "Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves" and as a Qualified Person for purposes of National Instrument 43-101 of the Canadian Securities Administrators.. Mr Batten consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
=======================================================================
Copyright (c) 2008 BANNERMAN RESOURCES LIMITED (BAN) All rights reserved. For more information visit our website at http://www.bannermanresources.com/ or send mailto:questions@bannermanresources.com
=======================================================================
das hatte ja die Wirkung eines Treibsatzes, sieht so aus als wird bei Bannerman
alles wieder in's Lot kommen . . .
super wert
ein ver10facher ist hier drin
kennzahlen sehen super aus
wenn der uran preis mitspielt
ein ver10facher ist hier drin
kennzahlen sehen super aus
wenn der uran preis mitspielt
This article may assist all those on-lookers, in deciding a position in Bannerman.
___________________________________________________________
Battle for uranium resource hots up.
WINDHOEK - The battle for uranium oxide or yellow cake is heating up after the Ministry of Mines and Energy's decision to issue a mining licence to Bannerman Mining Resources Namibia.
In December 2007, another mine, Savanna Marble CC filed a lawsuit against the Minister of Mines and Energy and Bannerman Resources Limited, challenging the validity of a licence given to Bannerman to mine uranium.
The bone of contention is that the area in which Bannerman is licensed to mine uranium, overlaps the area in which Savanna is licensed to mine dimension stones.
In its lawsuit, Savanna Marble is seeking an order to declare the granting of the licence given to Bannerman null and void.
International stock market company Tradingmarkets.com reported recently that Savanna Marble is challenging the granting of this licence because it wants to mine uranium in that very same area itself.
The area in question is situated in the Erongo region, just outside Swakopmund.
Bannerman's mine is situated at Goanikontes towards the Namib Naukluft Park.
The chairman of Bannerman, Geoff Stanley, stated in an update on this matter on his company's website last week that even Namibian Minister of Mines and Energy Erkki Nghimtina is strongly opposed to Savanna's claim.
He said both his company and the Minister of Mines and Energy agree that Savanna's claim should be rejected prior to any substantive hearing of the case, on the grounds that Savanna is guilty of serious and unacceptable delays in waiting for two years to bring proceedings against the respondents.
"The application is without merit and will fail," he stressed.
In an effort to reassure shareholders, Stanley said: "Currently, the company has no debt and sufficient cash to fund the ongoing feasibility study into the development of the project."
"The company has continued to achieve its targets at the Goanikontes Uranium Project in the Erongo Region.
The company believes the resources at Goanikontes Anomaly has the potential to underpin one of the largest uranium-producing operations in the world," he added.n in Bannerman.
___________________________________________________________
Here's a Link to the Company in mention Savanna.
http://www.savannamarble.com/
___________________________________________________________
Battle for uranium resource hots up.
WINDHOEK - The battle for uranium oxide or yellow cake is heating up after the Ministry of Mines and Energy's decision to issue a mining licence to Bannerman Mining Resources Namibia.
In December 2007, another mine, Savanna Marble CC filed a lawsuit against the Minister of Mines and Energy and Bannerman Resources Limited, challenging the validity of a licence given to Bannerman to mine uranium.
The bone of contention is that the area in which Bannerman is licensed to mine uranium, overlaps the area in which Savanna is licensed to mine dimension stones.
In its lawsuit, Savanna Marble is seeking an order to declare the granting of the licence given to Bannerman null and void.
International stock market company Tradingmarkets.com reported recently that Savanna Marble is challenging the granting of this licence because it wants to mine uranium in that very same area itself.
The area in question is situated in the Erongo region, just outside Swakopmund.
Bannerman's mine is situated at Goanikontes towards the Namib Naukluft Park.
The chairman of Bannerman, Geoff Stanley, stated in an update on this matter on his company's website last week that even Namibian Minister of Mines and Energy Erkki Nghimtina is strongly opposed to Savanna's claim.
He said both his company and the Minister of Mines and Energy agree that Savanna's claim should be rejected prior to any substantive hearing of the case, on the grounds that Savanna is guilty of serious and unacceptable delays in waiting for two years to bring proceedings against the respondents.
"The application is without merit and will fail," he stressed.
In an effort to reassure shareholders, Stanley said: "Currently, the company has no debt and sufficient cash to fund the ongoing feasibility study into the development of the project."
"The company has continued to achieve its targets at the Goanikontes Uranium Project in the Erongo Region.
The company believes the resources at Goanikontes Anomaly has the potential to underpin one of the largest uranium-producing operations in the world," he added.n in Bannerman.
___________________________________________________________
Here's a Link to the Company in mention Savanna.
http://www.savannamarble.com/
LETTER TO SHAREHOLDER vom neuen CEO unter nachfolg. link...
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=429997
...da kommt wieder musik rein....IMO !!!
...MIR scheint, wir haben grad phantastische
KAUF- kurse !!!!
KAUF- kurse !!!!
Antwort auf Beitrag Nr.: 36.053.774 von hbg55 am 24.11.08 17:34:12
...mit heutiger vorlage aus USA/ CAN wirds MORGEN
auch bei den AUSSIS krachen - drum HEUTE noch REIN !!!
...mit heutiger vorlage aus USA/ CAN wirds MORGEN
auch bei den AUSSIS krachen - drum HEUTE noch REIN !!!
....auch charttech. stehen die zeichen auf erholung....IMO !!!
Antwort auf Beitrag Nr.: 36.053.871 von hbg55 am 24.11.08 17:42:04
......und SO starten wir dann auch FEST in den neuen tag mit
nem sprung über den aud 0,50- widerstand.....
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
35 - 37 10:11:27 am 52 91,000 0.5 $47,320 3
33 - 34 10:10:47 am 51.5 567 0.5 $292 2
31 - 32 10:08:22 am 52 9,000 3 $4,680 2
28 - 30 10:00:29 am 55 5,794 0.5 $3,187 3
27 10:00:29 am 54.5 86 0.5 $47 1
25 - 26 10:00:29 am 54 4,120 0.5 $2,225 2
1 - 24 10:00:25 am 54.5 155,000 $84,475 24
......und SO starten wir dann auch FEST in den neuen tag mit
nem sprung über den aud 0,50- widerstand.....
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
35 - 37 10:11:27 am 52 91,000 0.5 $47,320 3
33 - 34 10:10:47 am 51.5 567 0.5 $292 2
31 - 32 10:08:22 am 52 9,000 3 $4,680 2
28 - 30 10:00:29 am 55 5,794 0.5 $3,187 3
27 10:00:29 am 54.5 86 0.5 $47 1
25 - 26 10:00:29 am 54 4,120 0.5 $2,225 2
1 - 24 10:00:25 am 54.5 155,000 $84,475 24
...allen interessierten an BMN sei auch die brandakt.
pres. zum annual general meeting unter nachfolg. link
zu empfehlen........
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=430559
mit dem heutigen tag mit SK von 0,58 sollte uns
endgültig der sprung ÜBER die aud 0,50 gelungen sein.....
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
119 - 121 5:07:14 pm 58 10,725 1 $6,220 3
118 3:58:07 pm 59 8,650 0.5 $5,104 1
115 - 117 3:58:07 pm 58.5 40,000 1 $23,400 3
112 - 114 3:53:23 pm 57.5 11,350 0.5 $6,526 3
111 3:52:35 pm 57 9,100 0.5 $5,187 1
106 - 110 3:52:07 pm 56.5 14,100 0.5 $7,967 5
105 3:48:04 pm 57 900 0.5 $513 1
104 3:46:04 pm 56.5 2,816 1.5 $1,591 1
103 3:44:17 pm 55 9,357 1 $5,146 1
102 3:44:17 pm 56 2,695 1 $1,509 1
99 - 101 3:44:17 pm 57 50,000 1 $28,500 3
endgültig der sprung ÜBER die aud 0,50 gelungen sein.....
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
119 - 121 5:07:14 pm 58 10,725 1 $6,220 3
118 3:58:07 pm 59 8,650 0.5 $5,104 1
115 - 117 3:58:07 pm 58.5 40,000 1 $23,400 3
112 - 114 3:53:23 pm 57.5 11,350 0.5 $6,526 3
111 3:52:35 pm 57 9,100 0.5 $5,187 1
106 - 110 3:52:07 pm 56.5 14,100 0.5 $7,967 5
105 3:48:04 pm 57 900 0.5 $513 1
104 3:46:04 pm 56.5 2,816 1.5 $1,591 1
103 3:44:17 pm 55 9,357 1 $5,146 1
102 3:44:17 pm 56 2,695 1 $1,509 1
99 - 101 3:44:17 pm 57 50,000 1 $28,500 3
....´bevors´ die GLOBAL player machen, bietet sich hier
akt. eine TOP- chance....IMO !!!
so seihts auch ein HC- veteran......siehe nachfolg. auszug...
As to a takeover ... man, BMN must be looking juicy ATM!
Every time I see the Swakop River EPL surrounding PDN's Langer H .... I just smile!! That must be such a temptation to PDN, because the extension of LH, and the host alaskite to their resource is all on BMN land!!
Any attempt at a takeover would have to be initiated at around $1 per share at the moment. That would be nowhere enough, as sufficient shares are held by directors and friendly hands to hold out for higher prices.
One year ago, I would have said $5-$7 would get you BMN ... Today its a different story. I would say that a $3 - $4 final offer might make it!
But each day that the world market recovers, each day that BMN recovers, and advances the project will improve that. A removal of Savannah, will change the landscape altogether.
akt. eine TOP- chance....IMO !!!
so seihts auch ein HC- veteran......siehe nachfolg. auszug...
As to a takeover ... man, BMN must be looking juicy ATM!
Every time I see the Swakop River EPL surrounding PDN's Langer H .... I just smile!! That must be such a temptation to PDN, because the extension of LH, and the host alaskite to their resource is all on BMN land!!
Any attempt at a takeover would have to be initiated at around $1 per share at the moment. That would be nowhere enough, as sufficient shares are held by directors and friendly hands to hold out for higher prices.
One year ago, I would have said $5-$7 would get you BMN ... Today its a different story. I would say that a $3 - $4 final offer might make it!
But each day that the world market recovers, each day that BMN recovers, and advances the project will improve that. A removal of Savannah, will change the landscape altogether.
Antwort auf Beitrag Nr.: 36.071.999 von hbg55 am 26.11.08 10:51:14zum besseren verständnis nachfolg. aussage mal die
entsprechende praghik !!!
......Every time I see the Swakop River EPL surrounding PDN's Langer H .... I just smile!! That must be such a temptation to PDN, because the extension of LH, and the host alaskite to their resource is all on BMN land!!.....
entsprechende praghik !!!
......Every time I see the Swakop River EPL surrounding PDN's Langer H .... I just smile!! That must be such a temptation to PDN, because the extension of LH, and the host alaskite to their resource is all on BMN land!!.....
ASX RELEASE
17 December 2008
Settlement of Savanna Litigation
Perth, Australia – 17 December 2008 – Bannerman Resources Ltd (ASX: BMN, TSX:
BAN) ("Bannerman" or the "Company") advises that its subsidiary Bannerman Mining
Resources (Namibia) Pty Ltd (“Bannerman Namibia”) has entered into an agreement to
settle the litigation against Bannerman and others brought by Savanna Marble CC
(“Savanna”) and certain associated parties (the “Savanna Parties”).
Under the terms of the settlement agreement, Savanna has agreed to discontinue the
review application in Notice of Motion A338 of 2007 in the High Court of Namibia. As
previously announced to the market, Savanna had sought a declaration that the grant by
the Minister of Mines and Energy of Namibia of the Company’s Exclusive Prospective
Licence (“EPL”) 3345, on which the Etango Project is situated, was void.
This settlement removes a very real threat to the Company’s timetable for the
development of the Etango Project and any possibility of losing the licence.
Bannerman CEO Mr Len Jubber said that the Bannerman board of directors was
unanimously of the view that settlement of the Savanna litigation represented a much
better outcome for Bannerman than proceeding to trial.
“While we were very confident in our legal position, we could not ignore the reality that the
delay in finalising the litigation was going to significantly complicate our ability to advance
our development plans for the Etango Project and our other interests in Namibia.
“Apart from the time, effort and expense associated with the litigation we were also
cognisant of the risk, no matter how small, of an adverse outcome from the proceedings”.
“The settlement of this litigation removes a significant potential roadblock for us and will
allow us to progress discussions with all stakeholders – including various arms of the
Namibian government and potential investors and partners – free of the impediments that
the litigation created.”
Details of settlement agreement
Under the terms of the settlement agreement, in consideration for the termination of the
proceedings, Savanna is entitled to receive up to A$3.5 million cash and 9,500,000 fully
paid ordinary shares in Bannerman.
A$3 million cash will be paid to Savanna upon completion of the Deed and a further A$0.5
million is contingent on the grant of the Mining Licence.
To ensure that the interests of Savanna and the company are more closely aligned, the
shares to be issued to Savanna will be issued in two tranches. The first tranche of
5,500,000 shares will be issued on completion of the Deed with the balance of 4,000,000
shares (subject to Bannerman shareholder approval) being issued on the grant of a Mining
Licence in relation to EPL 3345.
Bannerman will seek the approval of its shareholders to issue of the second tranche of
shares under the terms of the settlement agreement at a General Meeting expected to be
held in February 2009. If Bannerman shareholder approval for the issue of the second
tranche of shares is not obtained by the date on which the Mining Licence is granted, then
within 15 business days of the grant of the Mining Licence, Bannerman must pay to
Savanna an equivalent value in cash based on the volume weighted average Bannerman
share price over the 10 trading days prior to, and the 10 trading days immediately after,
the date on which the Mining Licence is issued.
Under the terms of the settlement agreement, the Savanna Parties undertake to withdraw
applications for the issue and amendment of Exclusive Prospecting Licences overlapping
EPL 3345 and to refrain from bringing review actions in the future that would impact
Bannerman’s title. Savanna will have the right to continue with its existing dimension
stone business and the parties will co-operate with respect to applications to the Mines
Department in Namibia to ensure that this outcome is achieved.
Len Jubber
Chief Executive Officer
17 December 2008
Settlement of Savanna Litigation
Perth, Australia – 17 December 2008 – Bannerman Resources Ltd (ASX: BMN, TSX:
BAN) ("Bannerman" or the "Company") advises that its subsidiary Bannerman Mining
Resources (Namibia) Pty Ltd (“Bannerman Namibia”) has entered into an agreement to
settle the litigation against Bannerman and others brought by Savanna Marble CC
(“Savanna”) and certain associated parties (the “Savanna Parties”).
Under the terms of the settlement agreement, Savanna has agreed to discontinue the
review application in Notice of Motion A338 of 2007 in the High Court of Namibia. As
previously announced to the market, Savanna had sought a declaration that the grant by
the Minister of Mines and Energy of Namibia of the Company’s Exclusive Prospective
Licence (“EPL”) 3345, on which the Etango Project is situated, was void.
This settlement removes a very real threat to the Company’s timetable for the
development of the Etango Project and any possibility of losing the licence.
Bannerman CEO Mr Len Jubber said that the Bannerman board of directors was
unanimously of the view that settlement of the Savanna litigation represented a much
better outcome for Bannerman than proceeding to trial.
“While we were very confident in our legal position, we could not ignore the reality that the
delay in finalising the litigation was going to significantly complicate our ability to advance
our development plans for the Etango Project and our other interests in Namibia.
“Apart from the time, effort and expense associated with the litigation we were also
cognisant of the risk, no matter how small, of an adverse outcome from the proceedings”.
“The settlement of this litigation removes a significant potential roadblock for us and will
allow us to progress discussions with all stakeholders – including various arms of the
Namibian government and potential investors and partners – free of the impediments that
the litigation created.”
Details of settlement agreement
Under the terms of the settlement agreement, in consideration for the termination of the
proceedings, Savanna is entitled to receive up to A$3.5 million cash and 9,500,000 fully
paid ordinary shares in Bannerman.
A$3 million cash will be paid to Savanna upon completion of the Deed and a further A$0.5
million is contingent on the grant of the Mining Licence.
To ensure that the interests of Savanna and the company are more closely aligned, the
shares to be issued to Savanna will be issued in two tranches. The first tranche of
5,500,000 shares will be issued on completion of the Deed with the balance of 4,000,000
shares (subject to Bannerman shareholder approval) being issued on the grant of a Mining
Licence in relation to EPL 3345.
Bannerman will seek the approval of its shareholders to issue of the second tranche of
shares under the terms of the settlement agreement at a General Meeting expected to be
held in February 2009. If Bannerman shareholder approval for the issue of the second
tranche of shares is not obtained by the date on which the Mining Licence is granted, then
within 15 business days of the grant of the Mining Licence, Bannerman must pay to
Savanna an equivalent value in cash based on the volume weighted average Bannerman
share price over the 10 trading days prior to, and the 10 trading days immediately after,
the date on which the Mining Licence is issued.
Under the terms of the settlement agreement, the Savanna Parties undertake to withdraw
applications for the issue and amendment of Exclusive Prospecting Licences overlapping
EPL 3345 and to refrain from bringing review actions in the future that would impact
Bannerman’s title. Savanna will have the right to continue with its existing dimension
stone business and the parties will co-operate with respect to applications to the Mines
Department in Namibia to ensure that this outcome is achieved.
Len Jubber
Chief Executive Officer
bah- das ist teuer und leider zieht sich das noch bis Februar hin- aber trotzdem ultra wichtig, das mal vom Tisch zu kriegen. Wer weis, wie der Case da hinter den Kulissen wirklich aussah und wer Offizielles da noch die hand aufgehalten hat oder Druck gemacht hat.
Nein, trotz des ersten Schocks, es ist eine gute Entscheidung.
Unbelastet in die Zukunft würd ich das nennen.
Einer ne Ahnung, auf was für cash wir dann sinken?
Nein, trotz des ersten Schocks, es ist eine gute Entscheidung.
Unbelastet in die Zukunft würd ich das nennen.
Einer ne Ahnung, auf was für cash wir dann sinken?
01:30
da haben die Aussis was falsch verstanden, um das auszugleichen, müssten wir mindestens 10% höher steigen
könnte ausserdem noch eine KE nachziehen
.......schon gleich nach börseneröffnung sahen wir aud 0,82
bevors wieder runter ging, aber machen grad neuen anlauf
ÜBER die 0,80 zu kommen
Antwort auf Beitrag Nr.: 36.219.229 von Ikar am 17.12.08 01:16:45
........und wie wird DAS in AUSSI- land kommentiert - dafür
nachfolg. mal ne kostprobe eines BMN- veterans........
I cant believe we are here at Dec 18 2008, close to the BFS, Anomaly nearly driled out, Ondjambo (MASSIVE potential) drilling to start, possible off-tekes or JV's not far off, and potential predators no doubt sniffing around now that Savanna is gone .... and we are at $.70 cents.
Its certainly been an amazing year ... in a much different way than I expected. The ship has turned though. Three or four great announcements in a row. BMN has got its mojo back ... its now just a matter time.
2009 will be good!
cheers
........und wie wird DAS in AUSSI- land kommentiert - dafür
nachfolg. mal ne kostprobe eines BMN- veterans........
I cant believe we are here at Dec 18 2008, close to the BFS, Anomaly nearly driled out, Ondjambo (MASSIVE potential) drilling to start, possible off-tekes or JV's not far off, and potential predators no doubt sniffing around now that Savanna is gone .... and we are at $.70 cents.
Its certainly been an amazing year ... in a much different way than I expected. The ship has turned though. Three or four great announcements in a row. BMN has got its mojo back ... its now just a matter time.
2009 will be good!
cheers
Antwort auf Beitrag Nr.: 36.219.246 von Ikar am 17.12.08 01:32:59
....schöner tages- verlauf mit SK aud 0,80 der im HC
zb so kommentiert wird........
Strong capping again sitting on 80 & 80.5
The big boys suddenly want in again!! Oh how things change!!
)
This tells me that natural market forces would have taken BMN beyond $1 by now, based on yesterdays announcements. Only the capper is holding her back. But he serves a purpose too, by not allowing the SP to run too quickly & avoids the "Blow Off Top"
So for those holding long term, this is a great sign that BMN is headed back to $1 PLUS prices very soon
Sit back & enjoy!!
....schöner tages- verlauf mit SK aud 0,80 der im HC
zb so kommentiert wird........
Strong capping again sitting on 80 & 80.5
The big boys suddenly want in again!! Oh how things change!!
)
This tells me that natural market forces would have taken BMN beyond $1 by now, based on yesterdays announcements. Only the capper is holding her back. But he serves a purpose too, by not allowing the SP to run too quickly & avoids the "Blow Off Top"
So for those holding long term, this is a great sign that BMN is headed back to $1 PLUS prices very soon
Sit back & enjoy!!
Antwort auf Beitrag Nr.: 36.054.097 von hbg55 am 24.11.08 18:01:42
weihnachtswoche beginnt frdl. bzw mit SK von aud 0,835
viel bedeutsamer ist, daß damit nicht nur MA10 sondern auch
die mittelfristige MA100- marke überwunden ist !!!
weihnachtswoche beginnt frdl. bzw mit SK von aud 0,835
viel bedeutsamer ist, daß damit nicht nur MA10 sondern auch
die mittelfristige MA100- marke überwunden ist !!!
Antwort auf Beitrag Nr.: 36.249.232 von hbg55 am 22.12.08 09:22:21Na super, es fängt an zu laufen- und? was schreibt Tibbs?
Antwort auf Beitrag Nr.: 36.251.254 von Ikar am 22.12.08 13:40:39
moin IKAR.......jaja unser TIBBS - nicht wegzudenken aus BMN
und macht nen prima job......IMO !!!
heutiger comm. ua........
Wow!
What a change in sentiment for BMN ... some profit takers early, but buers are relentless & sellers ow making way.
I thought it might hang around 80 sents till the new year ... but looks like I will be wrong.
At this rate we could see $1.00 by then
Great stuff!
moin IKAR.......jaja unser TIBBS - nicht wegzudenken aus BMN
und macht nen prima job......IMO !!!
heutiger comm. ua........
Wow!
What a change in sentiment for BMN ... some profit takers early, but buers are relentless & sellers ow making way.
I thought it might hang around 80 sents till the new year ... but looks like I will be wrong.
At this rate we could see $1.00 by then
Great stuff!
......auch in der URAN- branche fängt das UBERNAHME- karussell
an sich zu drehen.......HEUTE bietet FRG für AXU, wer ist der
nächste ???????
dazu folg. comm. ausm SH.........
FRG take over AXU with 80% up for AXU.
PDN take over FNS for 70% Up for FNS.
Time is right for uranium consolidation .
XE , When ? WHO ? What price ?
Antwort auf Beitrag Nr.: 36.254.203 von hbg55 am 22.12.08 19:27:33dazu noch ext demnächst, UUU von BHP zeichnet sich ab, es geht grade Schlag auf Schlag, wer jetzt in Uranwerten agil ist, kann einen schönen Schnitt machen
Denke, das wird auf ext und Bmn schönen Druck aufbauen.
Hey, zumindest wir beide nehmen die Weihnachtsgeschenke wahr.
Denke, das wird auf ext und Bmn schönen Druck aufbauen.
Hey, zumindest wir beide nehmen die Weihnachtsgeschenke wahr.
Antwort auf Beitrag Nr.: 36.254.595 von Ikar am 22.12.08 20:14:36
......Hey, zumindest wir beide nehmen die Weihnachtsgeschenke wahr.....UND ZWAR GEEEERNEHHH !!!
......Hey, zumindest wir beide nehmen die Weihnachtsgeschenke wahr.....UND ZWAR GEEEERNEHHH !!!
Antwort auf Beitrag Nr.: 36.253.712 von hbg55 am 22.12.08 18:27:25
........uuuuund kennt sich aus mit unsrer PERLE - auch
so kurz vor XMAS kein zeichen von verschnaufpause, sondern
tagende mit TH........BEEINDRUCKEND !!!!
Trade No. Time Price Volume Value Conditions
1 159 4:10:55 pm 88 6,635 $5,839
2 158 4:10:55 pm 88 2,000 $1,760
3 157 4:10:55 pm 88 1,365 $1,201
4 156 4:10:55 pm 88 2,600 $2,288
5 155 4:10:55 pm 88 1,035 $911
6 154 3:58:33 pm 86 1,400 $1,204
7 153 3:58:33 pm 86 8,600 $7,396
8 152 3:55:02 pm 86 323 $278
9 151 3:55:02 pm 87 1,412 $1,228
10 150 3:54:51 pm 87.5 2,719 $2,379 Crossed
........uuuuund kennt sich aus mit unsrer PERLE - auch
so kurz vor XMAS kein zeichen von verschnaufpause, sondern
tagende mit TH........BEEINDRUCKEND !!!!
Trade No. Time Price Volume Value Conditions
1 159 4:10:55 pm 88 6,635 $5,839
2 158 4:10:55 pm 88 2,000 $1,760
3 157 4:10:55 pm 88 1,365 $1,201
4 156 4:10:55 pm 88 2,600 $2,288
5 155 4:10:55 pm 88 1,035 $911
6 154 3:58:33 pm 86 1,400 $1,204
7 153 3:58:33 pm 86 8,600 $7,396
8 152 3:55:02 pm 86 323 $278
9 151 3:55:02 pm 87 1,412 $1,228
10 150 3:54:51 pm 87.5 2,719 $2,379 Crossed
.........BMN scheint XMAS- pause guuuuut bekommen
zu sein - sehen mit aud 0,95 grad neues TH
Antwort auf Beitrag Nr.: 36.271.973 von hbg55 am 29.12.08 00:48:15hi hbg
zum Jahresende kein pennystock mehr
was traust du bmn 2009 zu?
zum Jahresende kein pennystock mehr
was traust du bmn 2009 zu?
Antwort auf Beitrag Nr.: 36.271.984 von Ikar am 29.12.08 00:52:55
moin ikar.......bin optimist und denk mal, daß
ne verdopplung drin ist
moin ikar.......bin optimist und denk mal, daß
ne verdopplung drin ist
Antwort auf Beitrag Nr.: 36.272.004 von hbg55 am 29.12.08 01:10:38rein Chattechnisch könnte ich mir einen langsamen Gang an die 2 vorstellen mit Rücksetzter an die 1,4- das wäre meine Tradenzielspanne, aber immer unter der Prämisse, was die Grossen machen.
Antwort auf Beitrag Nr.: 36.272.014 von Ikar am 29.12.08 01:16:38
....beobachte seit tagen anstieg der URAN- werte - nicht
nur von BMN.........und denke, daß dafür exakt die GLOBALs
verantwortlich für sind !!!
....beobachte seit tagen anstieg der URAN- werte - nicht
nur von BMN.........und denke, daß dafür exakt die GLOBALs
verantwortlich für sind !!!
......ONE is back...mit TH von sogar 1,04 !!!!
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
245 - 256 4:10:49 pm 101 33,137 2.5 $33,468 12
244 3:57:05 pm 103.5 273 0.5 $283 1
242 - 243 3:55:01 pm 103 6,000 0.5 $6,180 2
241 3:54:54 pm 102.5 4,000 1.5 $4,100 1
238 - 240 3:47:12 pm 101 20,202 1 $20,404 3
237 3:47:11 pm 102 5,000 0.5 $5,100 1
235 - 236 3:47:11 pm 102.5 3,231 0.5 $3,312 2
234 3:47:11 pm 103 1,567 1 $1,614 1
232 - 233 3:46:21 pm 104 8,000 0.5 $8,320 2
230 - 231 3:46:01 pm 103.5 10,000 0.5 $10,350 2
229 3:45:44 pm 103 3,433 0.5 $3,536 1
227 - 228 3:45:22 pm 102.5 3,000 0.5 $3,075 2
221 - 226 3:41:25 pm 102 16,580 1.5 $16,912 6
220 3:36:20 pm 100.5 3,000 0.5 $3,015 1
211 - 219 3:33:32 pm 101 24,500 0.5 $24,745 9
208 - 210 3:27:28 pm 100.5 2,090 0.5 $2,100 3
206 - 207 3:24:58 pm 100 5,000 0.5 $5,000 2
203 - 205 3:22:29 pm 100.5 3,300 0.5 $3,317 3
198 - 202 3:15:54 pm 100 19,000 0.5 $19,000 5
...und NUN können sich auch manch GERs am wert
erfreuen - in FFM akt. 0,55
erfreuen - in FFM akt. 0,55
Antwort auf Beitrag Nr.: 36.272.609 von hbg55 am 29.12.08 09:59:35
....und natürlich sorgt diese entwicklung auch bei den AUSSIS
für mächtigen disk.- stoff - stellvertretend wieder einmal
unser veteran TIBBS......
Couldnt resist .. Beautiful day here in the ALps ... but I had to get to a computer to see what BMN would do!
Wonderful!
Still no blowout, gap up, or other signs of exhaustion!! Good stuff.
Currently on the chart we are level with Aug 15, the last day of the 3-day plunge from $1.40 down to $1.00.
That $1.40 level saw a pause before the drop .... that looks to me like the next clear target.
Sooner? ... later< ... Dont know, but it will aim for that target next. As long as BMN can avoid a stron gap up that exhausts the progress.
Nice & easy does it ... very powerful.
Well done all1
....und natürlich sorgt diese entwicklung auch bei den AUSSIS
für mächtigen disk.- stoff - stellvertretend wieder einmal
unser veteran TIBBS......
Couldnt resist .. Beautiful day here in the ALps ... but I had to get to a computer to see what BMN would do!
Wonderful!
Still no blowout, gap up, or other signs of exhaustion!! Good stuff.
Currently on the chart we are level with Aug 15, the last day of the 3-day plunge from $1.40 down to $1.00.
That $1.40 level saw a pause before the drop .... that looks to me like the next clear target.
Sooner? ... later< ... Dont know, but it will aim for that target next. As long as BMN can avoid a stron gap up that exhausts the progress.
Nice & easy does it ... very powerful.
Well done all1
...mal schauen, wie BAN gleich in CAN in
den handel startet
den handel startet
Antwort auf Beitrag Nr.: 36.274.034 von hbg55 am 29.12.08 13:25:49schätze null, niente, das listing drüben hätten sie sich bislang sparen können. Aber erstmal schauen.
Bin gespannt, ob wir hier morgen noch übertreiben- von wegen Abgeltungssteuer, der reine Wahn, was alles momentan hochgekauft wird.
Bin gespannt, ob wir hier morgen noch übertreiben- von wegen Abgeltungssteuer, der reine Wahn, was alles momentan hochgekauft wird.
Antwort auf Beitrag Nr.: 36.272.024 von hbg55 am 29.12.08 01:24:17apropos globals- das schöne an bmn finde ich, sie steigen nicht direkt, weil ein global sich engagiert, sondern weil savannah geregelt wurde, weniger, weil ein global sie mehr oder weniger dazu zwang. Das spricht für Eigendynamik, es wird gut aufgenommen und was bessere könnte uns in dieser Lage garnicht passieren.
Antwort auf Beitrag Nr.: 36.274.181 von Ikar am 29.12.08 13:42:58
...schon wichtig gewesen SAVANNAH noch vor ultimo geklärt
zu haben, aber sehe darüber hinaus auch die famose lage
der SWAKOP RIVER- res. um PDNs ´langer heinrich´ als
ausserordl. vielversprechend an ( siehe # 49 !!!!)
...schon wichtig gewesen SAVANNAH noch vor ultimo geklärt
zu haben, aber sehe darüber hinaus auch die famose lage
der SWAKOP RIVER- res. um PDNs ´langer heinrich´ als
ausserordl. vielversprechend an ( siehe # 49 !!!!)
Antwort auf Beitrag Nr.: 36.274.317 von hbg55 am 29.12.08 14:03:34ja natürlich, doch darauf spekuliere ich nur untergeordnet, denn pdn hat sich noch nicht bewegt, zumindest nicht erkennbar. Das Spiel ist bei ext schon weiter. Ausserdem, je später, desto besser.
Apropos- was ist mit can los?- kannst du mir mal den advfn link geben?
Apropos- was ist mit can los?- kannst du mir mal den advfn link geben?
Antwort auf Beitrag Nr.: 36.274.393 von Ikar am 29.12.08 14:14:46.....grad weils spiel bei EXT schon weiter ist, hab ich
meine dortige posi in BMN getauscht - sehe HIER entschieden
meeeehr phantasie gegenwärtig !!!!
soooo...und wer vor öffnung des heimatmarktes noch in
CAN aktiv werden möchte kanns hier verfolgen......
http://de.advfn.com/p.php?pid=qkchart&cb=1230556601&symbol=T…
...denke mal, daß wir da heute auch nen ansprung bei
kurs- und vol. sehen
meine dortige posi in BMN getauscht - sehe HIER entschieden
meeeehr phantasie gegenwärtig !!!!
soooo...und wer vor öffnung des heimatmarktes noch in
CAN aktiv werden möchte kanns hier verfolgen......
http://de.advfn.com/p.php?pid=qkchart&cb=1230556601&symbol=T…
...denke mal, daß wir da heute auch nen ansprung bei
kurs- und vol. sehen
Antwort auf Beitrag Nr.: 36.274.093 von Ikar am 29.12.08 13:33:50sry- das niente war ne verwechslung, danke für den Chart- jupp, hast recht, da sollte es auch abgehen, hab immer nur auf die Aussis geachtet. Bin aus ext nie raus, hab aber auch nur bei bmn andauernd nachgelegt, och, bin zufrieden
Antwort auf Beitrag Nr.: 36.274.599 von Ikar am 29.12.08 14:41:04
...kaum zu fassen, wie billig man heute noch in CAN
nachkaufen kann
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
09:58:34 T 0.70 +0.07 5,000 33 Canaccord 89 Raymond James K
09:48:38 T 0.70 +0.07 25,000 79 CIBC 89 Raymond James K
09:48:34 T 0.70 +0.07 5,000 74 GMP 89 Raymond James K
09:48:17 T 0.70 +0.07 10,000 74 GMP 89 Raymond James K
09:37:43 T 0.75 +0.12 3,000 7 TD Sec 89 Raymond James K
09:35:24 T 0.75 +0.12 5,000 74 GMP 89 Raymond James K
09:34:16 T 0.75 +0.12 23,500 79 CIBC 89 Raymond James K
09:32:55 T 0.75 +0.12 26,500 79 CIBC 89 Raymond James K
09:32:55 T 0.76 +0.13 23,500 1 Anonymous 89 Raymond James K
09:30:01 T 0.76 +0.13 95 74 GMP 79 CIBC E
...kaum zu fassen, wie billig man heute noch in CAN
nachkaufen kann
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
09:58:34 T 0.70 +0.07 5,000 33 Canaccord 89 Raymond James K
09:48:38 T 0.70 +0.07 25,000 79 CIBC 89 Raymond James K
09:48:34 T 0.70 +0.07 5,000 74 GMP 89 Raymond James K
09:48:17 T 0.70 +0.07 10,000 74 GMP 89 Raymond James K
09:37:43 T 0.75 +0.12 3,000 7 TD Sec 89 Raymond James K
09:35:24 T 0.75 +0.12 5,000 74 GMP 89 Raymond James K
09:34:16 T 0.75 +0.12 23,500 79 CIBC 89 Raymond James K
09:32:55 T 0.75 +0.12 26,500 79 CIBC 89 Raymond James K
09:32:55 T 0.76 +0.13 23,500 1 Anonymous 89 Raymond James K
09:30:01 T 0.76 +0.13 95 74 GMP 79 CIBC E
Antwort auf Beitrag Nr.: 36.275.467 von hbg55 am 29.12.08 16:22:22
....oder mit worten eines SH-users......
Thanks for the information from downunder.
The AUD 1.00 is about CAD 0.85.
Volume was also heavy at 946,000.
Expect the TSX to jump from their last SP of CAD 0.63.
....oder mit worten eines SH-users......
Thanks for the information from downunder.
The AUD 1.00 is about CAD 0.85.
Volume was also heavy at 946,000.
Expect the TSX to jump from their last SP of CAD 0.63.
Antwort auf Beitrag Nr.: 36.276.972 von hbg55 am 29.12.08 19:38:16
...denke mal, daß da noch paaaar wachsame AUSSIS
sich die schnäppchen in CAN abholen werden
...denke mal, daß da noch paaaar wachsame AUSSIS
sich die schnäppchen in CAN abholen werden
Antwort auf Beitrag Nr.: 36.277.142 von hbg55 am 29.12.08 20:02:13
...sieht gaaaaanz so aus, denn es ist laaaaange her, daß
wir solch hohes vol. in CAN hatten !!!
...sieht gaaaaanz so aus, denn es ist laaaaange her, daß
wir solch hohes vol. in CAN hatten !!!
Antwort auf Beitrag Nr.: 36.277.845 von hbg55 am 29.12.08 21:56:26
.........sahen immmmer wieder CIBC auf der KÄUFER- seite.....
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
15:59:01 T 0.70 +0.07 50,000 79 CIBC 89 Raymond James K
15:55:46 T 0.70 +0.07 10,000 7 TD Sec 89 Raymond James K
15:31:12 T 0.70 +0.07 12,000 79 CIBC 89 Raymond James K
15:30:50 T 0.70 +0.07 38,000 79 CIBC 89 Raymond James K
15:20:03 T 0.70 +0.07 12,000 1 Anonymous 89 Raymond James K
15:19:43 T 0.70 +0.07 38,000 1 Anonymous 89 Raymond James K
14:59:42 T 0.70 +0.07 12,000 79 CIBC 89 Raymond James K
14:37:20 T 0.70 +0.07 23,000 79 CIBC 89 Raymond James K
14:36:55 T 0.70 +0.07 15,000 79 CIBC 89 Raymond James K
14:07:53 T 0.70 +0.07 50,000 79 CIBC 89 Raymond James K
.........sahen immmmer wieder CIBC auf der KÄUFER- seite.....
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
15:59:01 T 0.70 +0.07 50,000 79 CIBC 89 Raymond James K
15:55:46 T 0.70 +0.07 10,000 7 TD Sec 89 Raymond James K
15:31:12 T 0.70 +0.07 12,000 79 CIBC 89 Raymond James K
15:30:50 T 0.70 +0.07 38,000 79 CIBC 89 Raymond James K
15:20:03 T 0.70 +0.07 12,000 1 Anonymous 89 Raymond James K
15:19:43 T 0.70 +0.07 38,000 1 Anonymous 89 Raymond James K
14:59:42 T 0.70 +0.07 12,000 79 CIBC 89 Raymond James K
14:37:20 T 0.70 +0.07 23,000 79 CIBC 89 Raymond James K
14:36:55 T 0.70 +0.07 15,000 79 CIBC 89 Raymond James K
14:07:53 T 0.70 +0.07 50,000 79 CIBC 89 Raymond James K
Antwort auf Beitrag Nr.: 36.278.375 von hbg55 am 29.12.08 23:48:00
.......uuuuund.......WAS machen die AUSSIS mit dieser
vorgabe ????
dürften zunächst mal KNAPP behauptet eröffnen
.......uuuuund.......WAS machen die AUSSIS mit dieser
vorgabe ????
dürften zunächst mal KNAPP behauptet eröffnen
.......wow..........fulminanter auftakt in DOWN under......
mit über 500k vol. nach knapp 15 min.......
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
77 10:11:44 am 95 10,000 0.5 $9,500 1
74 - 76 10:11:16 am 94.5 23,300 2 $22,018 3
72 - 73 10:10:30 am 96.5 1,558 1 $1,503 2
70 - 71 10:10:25 am 95.5 11,851 0.5 $11,318 2
69 10:10:25 am 95 4,000 0.5 $3,800 1
68 10:09:55 am 95.5 4,149 0.5 $3,962 1
67 10:09:55 am 95 851 1 $808 1
66 10:09:47 am 94 6,303 0.5 $5,925 1
64 - 65 10:06:57 am 93.5 3,912 0.5 $3,658 2
62 - 63 10:00:15 am 93 5,149 1 $4,789 2
59 - 61 10:00:15 am 94 10,372 2.5 $9,750 3
56 - 58 10:00:12 am 96.5 20,000 2.5 $19,300 3
52 - 55 10:00:04 am 94 24,332 0.5 $22,872 4
1 - 51 10:00:03 am 94.5 422,162 $398,943 51
.....wie zu vermuten war, sehen wir lehrbuchmäßiges ´durchatmen´
zur eröffnung, wobei gewaltiges vol. zu beobachten ist.......
zur eröffnung, wobei gewaltiges vol. zu beobachten ist.......
....uranium company comparison......gibts unter
folg. link ( seeehr int. !!! )...
http://www.hotcopper.com.au/post_threadview.asp?fid=1&tid=80…
Antwort auf Beitrag Nr.: 36.278.485 von hbg55 am 30.12.08 00:34:30
...und schlossen soeben unter gewinnmitnahmen
bei aud 0,945 bzw. nem vol. von 1,25 mio shares
...und schlossen soeben unter gewinnmitnahmen
bei aud 0,945 bzw. nem vol. von 1,25 mio shares
Antwort auf Beitrag Nr.: 36.278.882 von hbg55 am 30.12.08 09:06:05
....TIBBS- comment dazu.......
Well I was a bit suspicious about the 400k or so that went through on open to smack the price down to the low 90's ... now I am convinced it was co-ordinated to try & trigger stops & get the price to a more manageable level while they continue accumulating. The bot player has pretty much confirmed that ... welcome back! We have mised him the last week
Very interesting! Someone wants BMN badly!
....TIBBS- comment dazu.......
Well I was a bit suspicious about the 400k or so that went through on open to smack the price down to the low 90's ... now I am convinced it was co-ordinated to try & trigger stops & get the price to a more manageable level while they continue accumulating. The bot player has pretty much confirmed that ... welcome back! We have mised him the last week
Very interesting! Someone wants BMN badly!
.....moin BMN-lers
wer nochmal in 2008 aktiv werden möchte, hat gleich
in CAN + USA nochmal gelegenheit ´dabei´ zu sein, denn
aller unkenrufe zum trotz schauts für BMN in 2009 gar
nicht übel aus
..........wish you ALLLLLLLLL....HAPPPPY 2009 !!!
euer hbg55
wer nochmal in 2008 aktiv werden möchte, hat gleich
in CAN + USA nochmal gelegenheit ´dabei´ zu sein, denn
aller unkenrufe zum trotz schauts für BMN in 2009 gar
nicht übel aus
..........wish you ALLLLLLLLL....HAPPPPY 2009 !!!
euer hbg55
welcome in 2009..........und es meints erstmal
gut mit BMN.......sehen akt. aud 0,91
gut mit BMN.......sehen akt. aud 0,91
...moin BMN-lers,
große frage HEUTE - wie wird nach den glänzenden vorgaben
aus USA/CAN der 5. kontinent ins jahr 2009 starten....real !!!
große frage HEUTE - wie wird nach den glänzenden vorgaben
aus USA/CAN der 5. kontinent ins jahr 2009 starten....real !!!
Antwort auf Beitrag Nr.: 36.302.291 von hbg55 am 04.01.09 23:21:02hallo
gutes Neues
bin Gewehr bei Fuss- denn mal schauen
gutes Neues
bin Gewehr bei Fuss- denn mal schauen
Antwort auf Beitrag Nr.: 36.302.331 von Ikar am 04.01.09 23:35:47
moin IKAR,
.....letzte taxen schauen ja schon
ziemlich GRÜÜÜN aus - tipp mal nen SK nördlich
der ONE
moin IKAR,
.....letzte taxen schauen ja schon
ziemlich GRÜÜÜN aus - tipp mal nen SK nördlich
der ONE
Antwort auf Beitrag Nr.: 36.302.338 von hbg55 am 04.01.09 23:38:01weis nicht- ich zittere sooo, hab einfach Angst
Antwort auf Beitrag Nr.: 36.302.347 von Ikar am 04.01.09 23:40:32
...gewisses maß an unsicherheit/ angst stets bei
explorern mitswingend - und ist im übrigen EINE
der ´optimistischen´ grund- weißheiten
.......auf gehts !!!!
...gewisses maß an unsicherheit/ angst stets bei
explorern mitswingend - und ist im übrigen EINE
der ´optimistischen´ grund- weißheiten
.......auf gehts !!!!
....so, eröffnet haben wir mit 0,92
Antwort auf Beitrag Nr.: 36.302.413 von hbg55 am 05.01.09 00:16:23hab ich doch schon, für mich läuft es nach Ansage, zumindest hier bei bmn. hab verdreifacht- du überlegst noch? na, muss jeder selbst entscheiden, bei 0,84 könnte man aber eine sichere Basis für Rückfälle erkennen nächster Step 1,4, danach 2,4. Kommt auch auf Uranpreis an, mal sehen, ob der sich jetzt wirklich bewegt. Vom Management kommt erstmal jetzt weniger, das Savanah sollte erstmal reichen, denke ich.
Antwort auf Beitrag Nr.: 36.302.437 von Ikar am 05.01.09 00:29:37
...nene, mein überlegungsprozess wurde 2008 abgeschlossen - JETZT
heißt abwarten !!!
...nene, mein überlegungsprozess wurde 2008 abgeschlossen - JETZT
heißt abwarten !!!
Antwort auf Beitrag Nr.: 36.302.444 von hbg55 am 05.01.09 00:34:10also im gleichen Boot, freut mich
Antwort auf Beitrag Nr.: 36.302.457 von Ikar am 05.01.09 00:42:43
...siiii, aber könnten meinetwegen geeeern noch paaaar
meeeehr sein, als nur wir beide
bytheway......kennst du UEQ - die hebt grad UPPP !?!?
...siiii, aber könnten meinetwegen geeeern noch paaaar
meeeehr sein, als nur wir beide
bytheway......kennst du UEQ - die hebt grad UPPP !?!?
Antwort auf Beitrag Nr.: 36.302.465 von hbg55 am 05.01.09 00:47:54nein, seh ich mir mal an
apropos, verfolgst du die Aussibörse anders als advfn, börse realtime bid/ask ?
apropos, verfolgst du die Aussibörse anders als advfn, börse realtime bid/ask ?
Antwort auf Beitrag Nr.: 36.302.474 von Ikar am 05.01.09 00:50:31
...neee, leider noch keine realtime- seite gefunden - ansonsten STOCKNESS auch ganz gut zur ergänzung, aber ebenfalls
zeitversetzt !!!
...neee, leider noch keine realtime- seite gefunden - ansonsten STOCKNESS auch ganz gut zur ergänzung, aber ebenfalls
zeitversetzt !!!
...sodale........DIR und andren noch ne gooood night, MICH
ziehts jetzt ins bettl
ziehts jetzt ins bettl
Antwort auf Beitrag Nr.: 36.302.481 von hbg55 am 05.01.09 00:55:00danke
UEQ macht Sprünge, schöne Träume
UEQ macht Sprünge, schöne Träume
Antwort auf Beitrag Nr.: 36.302.495 von Ikar am 05.01.09 01:05:50ASX RELEASE
16 January 2009
SECTION 708A NOTICE
Perth, Australia – 16 January 2009 – Bannerman Resources Ltd (ASX: BMN, TSX: BAN, NSX: BMN)
("Bannerman" or the "Company") advised, on 17 December 2008 its subsidiary Bannerman Mining Resources
(Namibia) Pty Ltd (“Bannerman Namibia”) had entered into an agreement to settle the litigation against
Bannerman and others brought by Savanna Marble CC (“Savanna”) and certain associated parties.
On January 12, 2009, the Company issued 5,500,000 fully paid ordinary shares to Savanna pursuant to the
terms of the settlement agreement.
In accordance with the requirements of section 708A(5)(e) of the Corporations Act 2001 (Act), under which this
notice is given, the Company confirms that:
1. the Shares were issued without disclosure to investors under part 6D.2 of the Act and without a
prospectus (as such term is defined under the Act) being prepared;
2. the Company as the issuer of the Shares is subject to regular reporting and disclosure obligations;
3. as at the date of this notice, the Company has complied with:
(a) the provisions of Chapter 2M of the Act as it applies to the Company; and
(b) section 674 of the Act as it applies to the Company; and
4. as at the date of this notice, there is no excluded information (within the meaning of sub-sections
708A(7) and (8) of the Act) in relation to the Company.
The Appendix 3B in relation to the issue of the Shares was lodged with the ASX earlier today.
Len Jubber
Chief Executive Officer
16 January 2009
SECTION 708A NOTICE
Perth, Australia – 16 January 2009 – Bannerman Resources Ltd (ASX: BMN, TSX: BAN, NSX: BMN)
("Bannerman" or the "Company") advised, on 17 December 2008 its subsidiary Bannerman Mining Resources
(Namibia) Pty Ltd (“Bannerman Namibia”) had entered into an agreement to settle the litigation against
Bannerman and others brought by Savanna Marble CC (“Savanna”) and certain associated parties.
On January 12, 2009, the Company issued 5,500,000 fully paid ordinary shares to Savanna pursuant to the
terms of the settlement agreement.
In accordance with the requirements of section 708A(5)(e) of the Corporations Act 2001 (Act), under which this
notice is given, the Company confirms that:
1. the Shares were issued without disclosure to investors under part 6D.2 of the Act and without a
prospectus (as such term is defined under the Act) being prepared;
2. the Company as the issuer of the Shares is subject to regular reporting and disclosure obligations;
3. as at the date of this notice, the Company has complied with:
(a) the provisions of Chapter 2M of the Act as it applies to the Company; and
(b) section 674 of the Act as it applies to the Company; and
4. as at the date of this notice, there is no excluded information (within the meaning of sub-sections
708A(7) and (8) of the Act) in relation to the Company.
The Appendix 3B in relation to the issue of the Shares was lodged with the ASX earlier today.
Len Jubber
Chief Executive Officer
Time Ex Price Change Volume Buyer Seller Markers
12:38:16 T 0.70 +0.05 125 2 RBC 74 GMP E
12:38:11 T 0.70 +0.05 1,000 2 RBC 74 GMP K
12:38:11 T 0.70 +0.05 10,500 2 RBC 1 Anonymous K
11:48:20 T 0.65 - 18,500 2 RBC 1 Anonymous K
11:48:20 T 0.65 - 1,000 74 GMP 1 Anonymous K
11:45:07 T 0.71 +0.06 14,500 2 RBC 1 Anonymous K
11:42:48 T 0.71 +0.06 500 2 RBC 1 Anonymous K
11:39:04 T 0.71 +0.06 24,500 2 RBC 1 Anonymous K
11:35:23 T 0.71 +0.06 500 2 RBC 1 Anonymous K
11:34:56 T 0.71 +0.06 24,500 2 RBC 1 Anonymous K
12:38:16 T 0.70 +0.05 125 2 RBC 74 GMP E
12:38:11 T 0.70 +0.05 1,000 2 RBC 74 GMP K
12:38:11 T 0.70 +0.05 10,500 2 RBC 1 Anonymous K
11:48:20 T 0.65 - 18,500 2 RBC 1 Anonymous K
11:48:20 T 0.65 - 1,000 74 GMP 1 Anonymous K
11:45:07 T 0.71 +0.06 14,500 2 RBC 1 Anonymous K
11:42:48 T 0.71 +0.06 500 2 RBC 1 Anonymous K
11:39:04 T 0.71 +0.06 24,500 2 RBC 1 Anonymous K
11:35:23 T 0.71 +0.06 500 2 RBC 1 Anonymous K
11:34:56 T 0.71 +0.06 24,500 2 RBC 1 Anonymous K
Antwort auf Beitrag Nr.: 36.478.274 von Ikar am 30.01.09 00:29:46
moin IKAR,
meintest bestimmt nachfolg. NEWS.......gellll
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=436267
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=436268
....BEIDE können sich guuuut sehen lassen........IMO
moin IKAR,
meintest bestimmt nachfolg. NEWS.......gellll
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=436267
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=436268
....BEIDE können sich guuuut sehen lassen........IMO
Antwort auf Beitrag Nr.: 36.479.402 von hbg55 am 30.01.09 09:58:49
...und der kommentar unsres geschätzten TIBBS fällt
dann auch nicht weiter überraschend aus......
But I have been buying more the last 3 days ... trading cash though, so I will have to sell at some point.
I notice that the grades at Ondjambo are not great, however that hasnt stopped them from planning 3 more phases of drilling ... why? Well have a look at the grades for Oshiveli, they are excellent!! Much better than initial drilling results.
So whats the score? They know there is a massive amount of uranium in schists down there ... its a matter of finding it. The shchists lie in layers of uranium alaskites that angle down 45 degrees, and after the initial exploratory drilling, the geos get their computer models out & work out where the main bodies are.
People think EXT drilled right into the main dody on their initial drilling, but they didnt. EXT started drilling Rossing S in Feb 2007, then after some problems initial results were released on August 31, with the best result being a grade of 188ppm ... but from this first pass drilling they computer modeled the main body, and they hit it on the next phase of drilling. Great job!
So while initial reults at Oshiveli were so-so, these latest are excellent:
Oshiveli Drilling Intercepts
GSHRC0039
15m @ 194
GSHRC0041
48m @ 248
37m @ 230
including 25m @ 296
GSHRC0043
32m @ 228
including 12m @ 384
including 8m @ 302
GSHRC0044
53m @ 166
including 5m @ 408
including 25m @ 264
66m @ 240
including 5m @ 443
including 47m @ 286
GSHRC0045 114m @ 229
including 7m @ 305
including 35m @ 296
including 33m @ 406
26m @ 221
Expect the same with Ondjambo. I am expecting Phase 2 & phase 3 results to exceed those at Anomaly A. This is really one massive deposit that goes right around the Dome!
Great stuff
...und der kommentar unsres geschätzten TIBBS fällt
dann auch nicht weiter überraschend aus......
But I have been buying more the last 3 days ... trading cash though, so I will have to sell at some point.
I notice that the grades at Ondjambo are not great, however that hasnt stopped them from planning 3 more phases of drilling ... why? Well have a look at the grades for Oshiveli, they are excellent!! Much better than initial drilling results.
So whats the score? They know there is a massive amount of uranium in schists down there ... its a matter of finding it. The shchists lie in layers of uranium alaskites that angle down 45 degrees, and after the initial exploratory drilling, the geos get their computer models out & work out where the main bodies are.
People think EXT drilled right into the main dody on their initial drilling, but they didnt. EXT started drilling Rossing S in Feb 2007, then after some problems initial results were released on August 31, with the best result being a grade of 188ppm ... but from this first pass drilling they computer modeled the main body, and they hit it on the next phase of drilling. Great job!
So while initial reults at Oshiveli were so-so, these latest are excellent:
Oshiveli Drilling Intercepts
GSHRC0039
15m @ 194
GSHRC0041
48m @ 248
37m @ 230
including 25m @ 296
GSHRC0043
32m @ 228
including 12m @ 384
including 8m @ 302
GSHRC0044
53m @ 166
including 5m @ 408
including 25m @ 264
66m @ 240
including 5m @ 443
including 47m @ 286
GSHRC0045 114m @ 229
including 7m @ 305
including 35m @ 296
including 33m @ 406
26m @ 221
Expect the same with Ondjambo. I am expecting Phase 2 & phase 3 results to exceed those at Anomaly A. This is really one massive deposit that goes right around the Dome!
Great stuff
Antwort auf Beitrag Nr.: 36.515.678 von Ikar am 05.02.09 01:04:38
moin, IKAR........auch noch abissl am rumstöbern - schööööne
entdeckung gemacht....thxxxx
target price von aud 1,50 erachte ICH allerdings als recht
kons. einschätzung
moin, IKAR........auch noch abissl am rumstöbern - schööööne
entdeckung gemacht....thxxxx
target price von aud 1,50 erachte ICH allerdings als recht
kons. einschätzung
Antwort auf Beitrag Nr.: 36.515.688 von hbg55 am 05.02.09 01:11:54
moin BMN-lers,
trotz tiefroter US- vorgaben machte unser baby einen
kräftigen satz gen norden......mit SK von aud 0,78
gings mit ordtl. vol. sogar nur knapp unter TH ausm handel !!!!
....denke, da werden wohl bald noch news übern ticker kommen
moin BMN-lers,
trotz tiefroter US- vorgaben machte unser baby einen
kräftigen satz gen norden......mit SK von aud 0,78
gings mit ordtl. vol. sogar nur knapp unter TH ausm handel !!!!
....denke, da werden wohl bald noch news übern ticker kommen
Antwort auf Beitrag Nr.: 36.554.915 von hbg55 am 11.02.09 09:16:58
dazu mal ein int. beitrag ausm HC- board......
does this count as a break out? 75c??
i mean reality, bmn has to get back to 3.00 to match mc with ext.
i there any reason for bmn to trade at such a massive discount???
Maybe, it just sat there, and sat there, after the savanna fear, and then the savanna share issue, people just waiting to see if sav were going to sell their shares, and maybe, all of that is being brushed aside, rightly so, and BMN will rank again where it ought to.
What is going to drive this, is the sentiment that U is bullish, and that, there is no more reason for the discount, and sideliners, will be getting ready to pay 8-c before they have to pay 1.00 and so on.
But the math, the 3.00 peer target must be in their minds, and dare i suggest that t/o value of bmn at 4 or 5 bucks
cheers
....schaumamal, wies sich heute in CAN weiterentwickelt !!!
dazu mal ein int. beitrag ausm HC- board......
does this count as a break out? 75c??
i mean reality, bmn has to get back to 3.00 to match mc with ext.
i there any reason for bmn to trade at such a massive discount???
Maybe, it just sat there, and sat there, after the savanna fear, and then the savanna share issue, people just waiting to see if sav were going to sell their shares, and maybe, all of that is being brushed aside, rightly so, and BMN will rank again where it ought to.
What is going to drive this, is the sentiment that U is bullish, and that, there is no more reason for the discount, and sideliners, will be getting ready to pay 8-c before they have to pay 1.00 and so on.
But the math, the 3.00 peer target must be in their minds, and dare i suggest that t/o value of bmn at 4 or 5 bucks
cheers
....schaumamal, wies sich heute in CAN weiterentwickelt !!!
Bannerman Announces Etango Project Resource Upgrade
Wednesday February 11, 4:46 pm ET
http://biz.yahoo.com/iw/090211/0473549.html
Antwort auf Beitrag Nr.: 36.561.951 von hbg55 am 11.02.09 23:09:18schön ausführlicher Bericht, erstmal studieren
erklärt den Anstieg heute
erklärt den Anstieg heute
und Tibbsi hat mal wieder ausgeteilt-zwei gefüllte posts:
The grades are are fine. The problem is that people compare them with PDN's Langer Heinrich, but that is wrong. That is a different style of uranium and is mined differently.
Bannerman have an alaskite hosted, bulk-tonnage deposit that will be "bulk-mined" ... hence the grades can be much lower. What you need to look at is production costs per lb ... that is the key. At this stage BMN has costs of $22 p/lb, but they will look to significantly lower that with heap leaching & radiometric sorting. I expect a final cost to be about $19. With long-term U3O8 selling at around $70 p/lb, that is a VERY profitable project. CAPEX is going to be the issue!
As a comparison, check out the other two advanced deposits in the area:
Valencia: owned by Forsyth has 81mlbs @ only 120ppm ... and they are advancing to production as an economical mine. They have a tiny cut-off of only 60ppm too (BMN 100ppm)
Trekkopje: owned by Uramin has 157mlbs @ only 140ppm, and just 80ppm cut-off. They are building the mine as we speak ... also an economical project.
So, looking at BMN with 127m/lbs @ 207 PPM with a 100ppm cutoff ... I am wrapped. remember too they have some excellent high grade portions which they will sort & mine first, so expect initial production to be around 300ppm anyway.
Of course we must mention that Extracts new Rossing South deposit is a beauty with spectacular grades, so it will have a greater profit margin again, probably around $13 p/lb.
These two companies are the pick
-------------------
A lot of generalities here, & a helluvalot of innacuracy:
"Not sure I agree with the assumption that alaskite ore can be mined for $19/lb."
This is nonsense! RIO have been, and still are, profitably mining Rossing at around $17 p/lb and they are locked into sales contracts at $35 p/lb and below!!
"Industry rule of thumb for Namibia at current long term prices is that calcrete needs to be north of 200ppm (assuming near surface) and that alaskites need to be north of 400ppm (near surface)"
Industry rule of thumb for Namibia! Whose thumb are you talking about!! Show us ONE industry reference to back up that ridiculous statement! Its the opposite way around. Calcrete deposits, especially LH are much more expensive to mine & more importantly peach & produce uranium from than alaskite.
Generally the alaskite is very hard granite-like rock - like at Rossing - and has to be blasted out and must be crushed and milled to get it into a state that can be processed ... calcrete is essentially compacted sand/earth and is much easier to mine and process"
Mate, very general ... Firstly sandstone is a misnomer, it is NEITHER sand nor stone, it is ROCK! Sandstone can be as hard as alaskite depending on the geology. Both sandstone & alskite will require blasting, the difference being sandstone is actually MUCH harder to extract the uranium from than alaskite, and also much harder on equipment than alaskite. In order for PDN to get the U out of LH, it has to be ground extremely fine, and being mainly quartz, it is murder on the crushers & rollers. The uranium from BMN's alaskite is proven to be much easily leacable, not needing fine grinding. LH also has very high carbonate content, and uses up to FOUR TIMES the amount of alkaline & reagents that BMN will need in acid & reagents at Anomaly A, and latest studies show that will decrease for BMN even further.
Many of the projects such as Valencia (Alaskite) and Uramin (calcrete) will require a steep increase in U prices to be viable on a stand alone basis. I seem to remember the original Valencia feasibility results when released assumed U prices north of $100/lb
LOL ... Oh hell! You better hurry and tell Uramin that because they have already started on their mine & desalination plant. They might appreciate the advice!
Many of the projects such as Valencia (Alaskite) and Uramin (calcrete) will require a steep increase in U prices to be viable on a stand alone basis. I seem to remember the original Valencia feasibility results when released assumed U prices north of $100/lb - not a bad bet but another variable to be considered.
Once again utter nonsene! Both have full BFS out showing they are economical at CURRENT U prices, and both moving toward production - something that WOULDNT happen if what you said had an ounce of truth.
Paladin's calcrete deposit is close to the surface ... and is much easier to mine
Newsflash! It doesnt matter how close to the surface the uranium is, what matters is the STRIP RATIO. For example, LH has their ore 20 to 30 metres below surface ... sounds good, nice & shallow! But how wide are the intercepts ... 5m, 10m? BMN might have their ore as deep as 300m below surface, but it starts in parts from the surface! & in fact some of it is ABOVE ground in exposed alaskites. BMN have announced their strip ratio for Anom A already & it is essentially the same as LH, they just go deeper, while LH is spread for many KLM's along the paleochanel. Both will end up removing the SAME amount of dirt.
In fact just about everything you said is wrong! I only agree with your last paragraph as the calcrete & alskite deposits are indeed incompatible. But that wouldnt stop PDN showing interest in BMN as BMN own all the ground around LH, including the primary uranium source for LH.
wow- das ist besser als im Hörsaal!
The grades are are fine. The problem is that people compare them with PDN's Langer Heinrich, but that is wrong. That is a different style of uranium and is mined differently.
Bannerman have an alaskite hosted, bulk-tonnage deposit that will be "bulk-mined" ... hence the grades can be much lower. What you need to look at is production costs per lb ... that is the key. At this stage BMN has costs of $22 p/lb, but they will look to significantly lower that with heap leaching & radiometric sorting. I expect a final cost to be about $19. With long-term U3O8 selling at around $70 p/lb, that is a VERY profitable project. CAPEX is going to be the issue!
As a comparison, check out the other two advanced deposits in the area:
Valencia: owned by Forsyth has 81mlbs @ only 120ppm ... and they are advancing to production as an economical mine. They have a tiny cut-off of only 60ppm too (BMN 100ppm)
Trekkopje: owned by Uramin has 157mlbs @ only 140ppm, and just 80ppm cut-off. They are building the mine as we speak ... also an economical project.
So, looking at BMN with 127m/lbs @ 207 PPM with a 100ppm cutoff ... I am wrapped. remember too they have some excellent high grade portions which they will sort & mine first, so expect initial production to be around 300ppm anyway.
Of course we must mention that Extracts new Rossing South deposit is a beauty with spectacular grades, so it will have a greater profit margin again, probably around $13 p/lb.
These two companies are the pick
-------------------
A lot of generalities here, & a helluvalot of innacuracy:
"Not sure I agree with the assumption that alaskite ore can be mined for $19/lb."
This is nonsense! RIO have been, and still are, profitably mining Rossing at around $17 p/lb and they are locked into sales contracts at $35 p/lb and below!!
"Industry rule of thumb for Namibia at current long term prices is that calcrete needs to be north of 200ppm (assuming near surface) and that alaskites need to be north of 400ppm (near surface)"
Industry rule of thumb for Namibia! Whose thumb are you talking about!! Show us ONE industry reference to back up that ridiculous statement! Its the opposite way around. Calcrete deposits, especially LH are much more expensive to mine & more importantly peach & produce uranium from than alaskite.
Generally the alaskite is very hard granite-like rock - like at Rossing - and has to be blasted out and must be crushed and milled to get it into a state that can be processed ... calcrete is essentially compacted sand/earth and is much easier to mine and process"
Mate, very general ... Firstly sandstone is a misnomer, it is NEITHER sand nor stone, it is ROCK! Sandstone can be as hard as alaskite depending on the geology. Both sandstone & alskite will require blasting, the difference being sandstone is actually MUCH harder to extract the uranium from than alaskite, and also much harder on equipment than alaskite. In order for PDN to get the U out of LH, it has to be ground extremely fine, and being mainly quartz, it is murder on the crushers & rollers. The uranium from BMN's alaskite is proven to be much easily leacable, not needing fine grinding. LH also has very high carbonate content, and uses up to FOUR TIMES the amount of alkaline & reagents that BMN will need in acid & reagents at Anomaly A, and latest studies show that will decrease for BMN even further.
Many of the projects such as Valencia (Alaskite) and Uramin (calcrete) will require a steep increase in U prices to be viable on a stand alone basis. I seem to remember the original Valencia feasibility results when released assumed U prices north of $100/lb
LOL ... Oh hell! You better hurry and tell Uramin that because they have already started on their mine & desalination plant. They might appreciate the advice!
Many of the projects such as Valencia (Alaskite) and Uramin (calcrete) will require a steep increase in U prices to be viable on a stand alone basis. I seem to remember the original Valencia feasibility results when released assumed U prices north of $100/lb - not a bad bet but another variable to be considered.
Once again utter nonsene! Both have full BFS out showing they are economical at CURRENT U prices, and both moving toward production - something that WOULDNT happen if what you said had an ounce of truth.
Paladin's calcrete deposit is close to the surface ... and is much easier to mine
Newsflash! It doesnt matter how close to the surface the uranium is, what matters is the STRIP RATIO. For example, LH has their ore 20 to 30 metres below surface ... sounds good, nice & shallow! But how wide are the intercepts ... 5m, 10m? BMN might have their ore as deep as 300m below surface, but it starts in parts from the surface! & in fact some of it is ABOVE ground in exposed alaskites. BMN have announced their strip ratio for Anom A already & it is essentially the same as LH, they just go deeper, while LH is spread for many KLM's along the paleochanel. Both will end up removing the SAME amount of dirt.
In fact just about everything you said is wrong! I only agree with your last paragraph as the calcrete & alskite deposits are indeed incompatible. But that wouldnt stop PDN showing interest in BMN as BMN own all the ground around LH, including the primary uranium source for LH.
wow- das ist besser als im Hörsaal!
Antwort auf Beitrag Nr.: 36.569.727 von Ikar am 12.02.09 22:17:56
...war wohl gestern SELL on gooood news - HEUTE
finden wir wieder zurück in die NORD spur !!!
...war wohl gestern SELL on gooood news - HEUTE
finden wir wieder zurück in die NORD spur !!!
die Lehrstunde ging weiter
Issue 1 - Production costs p/lb:
As the Captain has already mentioned, your knowledge on Anomaly A is not up to date. The scoping study was in fact ongoing, & further testing has reduced the projected costs to $22.79 p/lb in January 08.
But now it starts to get interesting! This cost reduction was based on reducing acid usage from 30kg/t down to 26kg/t. HOWEVER, they mention in the Oct 08 Quartely: "However, IMO noted that RC chips tested [In the scoping study] were of a fineness that has likely led to an over-estimation of acid consumption per tonne of material processed. Subsequent test work has shown that a substantial reduction in expected acid consumption to less than 20 kg/t is highly probable. This would losely approximate acid consumption levels published for Rössing Mine. . Then they add: "To date initial results from leach optimisation testing have been received. These interim results have confirmed the amenability to acid leaching and ... also indicate the potential for a substantial reduction in acid consumption compared to previously tested RC chip samples." .... So in other words they are saying: 'We are achieving 20kg/t, so $22.79 is a conservative figure, further reductions are expected!'
Bearing in mind that sulfuric acid is one of the biggest production costs they add: "The Company notes that spot sulphur prices have declined significantly in recent times from historic high levels and are now below those used in the Scoping Study. Spot prices are now quoted at below US$100/t."
Issue 2 - Heap Leaching
Now I have to admit that it is here that I need to take a breath & remain calm!!! You say: "BMN is doing more costly Heap leach trials, that means some ore can't use conventional acid leach process , that will further increase op cost."
"That means some ore can't use conventional acid leach process." ..... Do you honestly know what you are talking about? What exactly is the "conventional" acid leach process? (Take a deep breath Tibbs......)
OK, lets do some basic explanation. There are actually two "conventional" acid leach methods. Bannerman have done their scoping study based on using TANK LEACHING. This is self explanatory. The ore is placed in constructed TANKS, the leaching solution is placed into the tank, and the process begins. Generally it is a continous circuit of tanks, the pregnant solution flowing from one tank to another until completion. The tanks are complex, involving internal propeller mixers, pumps, electronics etc.
Here is a website discussing Tank Leaching: http://wiki.biomine.skelleftea.se/wiki/index.php/Tank_leachi…
Now we come to conventional Heap leaching. Basically, the ore is placed in prepared pads, normally open dugout ponds covered in rubber matting. The solution is sprinkled over the top & then permeates through the "heap" collecting the u3o8 as it soaks through. When it hits the bottom, the pregnant solution drains out & is taken away for separation.
Some info: http://wiki.biomine.skelleftea.se/wiki/index.php/Heap_leachi…
The two processes basically achieve the same result. The difference? Tank Leaching is significantly more expensive, especially in a low grade, bulk tonnage project. You have to build a massive tank reactor assembly. Heap leaching is dirt cheap! Bulldoze the valleys, cover them with matting, drain off to a collection point, & thats it. Tank leaching is faster, but the tank volumes are much smaller. Heap leaching is much slower, but you can make as many as your land area will allow. The end production result will be the same
With this in mind, BMN have announced the following: "The preliminary results of the DFS work have been highly encouraging. The Anomaly A ore is relatively soft and leaches relatively freely at very coarse grind sizes and at ambient pressures and temperatures. The result of this work has highlighted the very real potential for the ore to be treated via heap leaching as an alternative to conventional tank leaching. The significant advantage of processing via heap leach is a substantial reduction in overall capital which should translate to a material improvement in project economics and a broadening of financing options. This is of considerable strategic advantage in the current challenging credit environment.."
Issue 1 - Production costs p/lb:
As the Captain has already mentioned, your knowledge on Anomaly A is not up to date. The scoping study was in fact ongoing, & further testing has reduced the projected costs to $22.79 p/lb in January 08.
But now it starts to get interesting! This cost reduction was based on reducing acid usage from 30kg/t down to 26kg/t. HOWEVER, they mention in the Oct 08 Quartely: "However, IMO noted that RC chips tested [In the scoping study] were of a fineness that has likely led to an over-estimation of acid consumption per tonne of material processed. Subsequent test work has shown that a substantial reduction in expected acid consumption to less than 20 kg/t is highly probable. This would losely approximate acid consumption levels published for Rössing Mine. . Then they add: "To date initial results from leach optimisation testing have been received. These interim results have confirmed the amenability to acid leaching and ... also indicate the potential for a substantial reduction in acid consumption compared to previously tested RC chip samples." .... So in other words they are saying: 'We are achieving 20kg/t, so $22.79 is a conservative figure, further reductions are expected!'
Bearing in mind that sulfuric acid is one of the biggest production costs they add: "The Company notes that spot sulphur prices have declined significantly in recent times from historic high levels and are now below those used in the Scoping Study. Spot prices are now quoted at below US$100/t."
Issue 2 - Heap Leaching
Now I have to admit that it is here that I need to take a breath & remain calm!!! You say: "BMN is doing more costly Heap leach trials, that means some ore can't use conventional acid leach process , that will further increase op cost."
"That means some ore can't use conventional acid leach process." ..... Do you honestly know what you are talking about? What exactly is the "conventional" acid leach process? (Take a deep breath Tibbs......)
OK, lets do some basic explanation. There are actually two "conventional" acid leach methods. Bannerman have done their scoping study based on using TANK LEACHING. This is self explanatory. The ore is placed in constructed TANKS, the leaching solution is placed into the tank, and the process begins. Generally it is a continous circuit of tanks, the pregnant solution flowing from one tank to another until completion. The tanks are complex, involving internal propeller mixers, pumps, electronics etc.
Here is a website discussing Tank Leaching: http://wiki.biomine.skelleftea.se/wiki/index.php/Tank_leachi…
Now we come to conventional Heap leaching. Basically, the ore is placed in prepared pads, normally open dugout ponds covered in rubber matting. The solution is sprinkled over the top & then permeates through the "heap" collecting the u3o8 as it soaks through. When it hits the bottom, the pregnant solution drains out & is taken away for separation.
Some info: http://wiki.biomine.skelleftea.se/wiki/index.php/Heap_leachi…
The two processes basically achieve the same result. The difference? Tank Leaching is significantly more expensive, especially in a low grade, bulk tonnage project. You have to build a massive tank reactor assembly. Heap leaching is dirt cheap! Bulldoze the valleys, cover them with matting, drain off to a collection point, & thats it. Tank leaching is faster, but the tank volumes are much smaller. Heap leaching is much slower, but you can make as many as your land area will allow. The end production result will be the same
With this in mind, BMN have announced the following: "The preliminary results of the DFS work have been highly encouraging. The Anomaly A ore is relatively soft and leaches relatively freely at very coarse grind sizes and at ambient pressures and temperatures. The result of this work has highlighted the very real potential for the ore to be treated via heap leaching as an alternative to conventional tank leaching. The significant advantage of processing via heap leach is a substantial reduction in overall capital which should translate to a material improvement in project economics and a broadening of financing options. This is of considerable strategic advantage in the current challenging credit environment.."
zum wochenanfang sahen wir bei den AUSSIS anziehendes
KÄUFER- interesse........wie im übrigen auch bei der
davongeeilten EXT !!!
BMN
EXT
...abissl lässt sich daraus ableiten, welch nachhol- potential
bei BMN noch vorhanden ist !!!!
KÄUFER- interesse........wie im übrigen auch bei der
davongeeilten EXT !!!
BMN
EXT
...abissl lässt sich daraus ableiten, welch nachhol- potential
bei BMN noch vorhanden ist !!!!
.....mal wieder 2 schöne beiträge von ALPHONSUS & TIBBS
ausm HC- board, die dok.welch ausserordl. chance sich akt.
beim BMN- zustieg bieten........
1. http://business.theage.com.au/business/japans-nuclear-sector…
A$77m for a 35% stake in a 23.7m lb project - Quick back of the envelope calculations by my reckoning make that about A$9.28/lb.
Using that per lb value that'd put BMN's 120m lbs at a total worth of cA$1.1b. Obviously thats a fairly raw comparison and light on detail but certainly supports contentions that BMN is well undervalued at current prices.
As Tibb's noted - key question - for how long will this last.
2. Thanks for your figures Alphonsus
Just checking them, they are spot on ... I just upped the Etango resource to 127mlbs from your 120mlbs giving BMN a market cap of A$1.179million, or A$6.30 per share, based on the Japanes consortium purchase of Lake Maitland.
Then remember that Etango is:
1] Still growing & will probably be 200-300mlbs by the time its finished, and
2] They have another 25 km of prospective alaskite anomalies to petentially double that resource again, and
3] They have the Swakof River target deposits which are as large as Langer Heinrich in area, and
4] They are in Namibia. Much better than WA imo, and
5] They are well progressed toward BFS & project go-ahead
Every way you look at it, she is a crazy bargain
.....auch für MICH siehts zzt. nach SCHNÄPPCHEN- zeit aus !!!
ausm HC- board, die dok.welch ausserordl. chance sich akt.
beim BMN- zustieg bieten........
1. http://business.theage.com.au/business/japans-nuclear-sector…
A$77m for a 35% stake in a 23.7m lb project - Quick back of the envelope calculations by my reckoning make that about A$9.28/lb.
Using that per lb value that'd put BMN's 120m lbs at a total worth of cA$1.1b. Obviously thats a fairly raw comparison and light on detail but certainly supports contentions that BMN is well undervalued at current prices.
As Tibb's noted - key question - for how long will this last.
2. Thanks for your figures Alphonsus
Just checking them, they are spot on ... I just upped the Etango resource to 127mlbs from your 120mlbs giving BMN a market cap of A$1.179million, or A$6.30 per share, based on the Japanes consortium purchase of Lake Maitland.
Then remember that Etango is:
1] Still growing & will probably be 200-300mlbs by the time its finished, and
2] They have another 25 km of prospective alaskite anomalies to petentially double that resource again, and
3] They have the Swakof River target deposits which are as large as Langer Heinrich in area, and
4] They are in Namibia. Much better than WA imo, and
5] They are well progressed toward BFS & project go-ahead
Every way you look at it, she is a crazy bargain
.....auch für MICH siehts zzt. nach SCHNÄPPCHEN- zeit aus !!!
Feb 11, 2009: News Releases: Bannerman Announces Etango Project Resource Upgrad...
http://www.bannermanresources.com/s/NewsReleases.asp?ReportI…" target="_blank" rel="nofollow ugc noopener">http://www.bannermanresources.com/s/NewsReleases.asp?ReportI…
Mar 13, 2009: News Releases: ASX Waiver - Share Issue For Recent Litigation Set...
http://www.bannermanresources.com/s/NewsReleases.asp?ReportI…
CIBC Bannerman
http://www.datafilehost.com/download-7d048156.html
http://www.bannermanresources.com/s/NewsReleases.asp?ReportI…" target="_blank" rel="nofollow ugc noopener">http://www.bannermanresources.com/s/NewsReleases.asp?ReportI…
Mar 13, 2009: News Releases: ASX Waiver - Share Issue For Recent Litigation Set...
http://www.bannermanresources.com/s/NewsReleases.asp?ReportI…
CIBC Bannerman
http://www.datafilehost.com/download-7d048156.html
new feb 09 corporate update on bmn website
http://www.bannermanresources.com/FebPresentation2009/slide1…
Tibbs Kommentare dazu:
As the heading suggests. Quite often these are the same as retail presentations, but not this time. There is a lot more there!!
Here are my observations:
Slide 4:
New photo "No Entry"
????
Yeah, nick off you mongrels!
Page 6:
First time I have seen this management position mentioned:
Ivan Saracik, Study Manager – Etango Project
****Mechanical Engineer with +35 years global experience in project engineering and development roles
Page 9:
Political risk chart – Linger on this and not Namibia along with Botswana as Med-Low Risk … amongst some of the best in the world, only USA, Aust, & Europe better. But not shown here is that of these "low risk" countries, Namibia is the most uranium-friendly. Certainly one of the best in the world!
Page 12:
Interesting graphical chart, visually showing the scope of Etango & comparable resources. Never seen this style before!
Page 15:
As a sectional interpretation, shows just how close the resource is to surface. Overburdon is minimal, if non-existent, with most of the waste-rock being the stuff between the layered skarns.
Page 17:
This is a newie too. Interesting to study.
Page 18:
We have seen this before. But I love looking at it to visualise just how massive the "Elephant" Ondjambo is. Three drilling campaigns to come on this deposit this year! Wait till the end of the year. This IMO is going to rock our socks!!!!
Page 19:
Feasibility Study Status
Testing for 3 processing alternatives:
1] Agitated tank leaching
2] Heap leaching
3] Combination of both
WOW!!!!! ..... 89.2 Mlbs eligible for potential RESERVE conversion. This is BIG BIG BIG ...once you can state you have RESERVES, rather than "inferred or indicated" then it attracts serious attention ...this now becomes confirmed serious cash value in-ground.
Page 29:
Critical Mass chart graphically shows resource progress to date. This equates to massive amount of work & cash put into resource - this is crystallising the doll/inground value now in BMN. Our MC is quarter of what it was in Mar 07, yet look where we are up to now!!
Page 26:
Report Card
All the ticks are there – Now look at the last one people & start to get excited:
"Ramping Up Investor Relations"
Page 27:
Peer Group Analysis
Very interesting to compare. EXT is over double in price, so their EV/Res lb goes to $2.20. But they have used an outdated figure from the analysts STILL based on 101.3mlbs. We now have 127mlb. So based on this, BMN’s EV/Res lb drops to $0.40 cents. That’s virtually to the bottom of the list, yet BMN is the most advanced, and excluding EXT is the best resource of the rest – Just a joke really!!! Selling for peanuts atm!
http://www.bannermanresources.com/FebPresentation2009/slide1…
Tibbs Kommentare dazu:
As the heading suggests. Quite often these are the same as retail presentations, but not this time. There is a lot more there!!
Here are my observations:
Slide 4:
New photo "No Entry"
????
Yeah, nick off you mongrels!
Page 6:
First time I have seen this management position mentioned:
Ivan Saracik, Study Manager – Etango Project
****Mechanical Engineer with +35 years global experience in project engineering and development roles
Page 9:
Political risk chart – Linger on this and not Namibia along with Botswana as Med-Low Risk … amongst some of the best in the world, only USA, Aust, & Europe better. But not shown here is that of these "low risk" countries, Namibia is the most uranium-friendly. Certainly one of the best in the world!
Page 12:
Interesting graphical chart, visually showing the scope of Etango & comparable resources. Never seen this style before!
Page 15:
As a sectional interpretation, shows just how close the resource is to surface. Overburdon is minimal, if non-existent, with most of the waste-rock being the stuff between the layered skarns.
Page 17:
This is a newie too. Interesting to study.
Page 18:
We have seen this before. But I love looking at it to visualise just how massive the "Elephant" Ondjambo is. Three drilling campaigns to come on this deposit this year! Wait till the end of the year. This IMO is going to rock our socks!!!!
Page 19:
Feasibility Study Status
Testing for 3 processing alternatives:
1] Agitated tank leaching
2] Heap leaching
3] Combination of both
WOW!!!!! ..... 89.2 Mlbs eligible for potential RESERVE conversion. This is BIG BIG BIG ...once you can state you have RESERVES, rather than "inferred or indicated" then it attracts serious attention ...this now becomes confirmed serious cash value in-ground.
Page 29:
Critical Mass chart graphically shows resource progress to date. This equates to massive amount of work & cash put into resource - this is crystallising the doll/inground value now in BMN. Our MC is quarter of what it was in Mar 07, yet look where we are up to now!!
Page 26:
Report Card
All the ticks are there – Now look at the last one people & start to get excited:
"Ramping Up Investor Relations"
Page 27:
Peer Group Analysis
Very interesting to compare. EXT is over double in price, so their EV/Res lb goes to $2.20. But they have used an outdated figure from the analysts STILL based on 101.3mlbs. We now have 127mlb. So based on this, BMN’s EV/Res lb drops to $0.40 cents. That’s virtually to the bottom of the list, yet BMN is the most advanced, and excluding EXT is the best resource of the rest – Just a joke really!!! Selling for peanuts atm!
Half yearly accounts
http://www.hotcopper.com.au/asx_announcements.asp?id=37712
http://www.hotcopper.com.au/asx_announcements.asp?id=37712
Antwort auf Beitrag Nr.: 36.767.387 von Ikar am 14.03.09 15:21:58
...und HIER nochmal für DIE, die nicht bei HC registriert sind....
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=440874
...und HIER nochmal für DIE, die nicht bei HC registriert sind....
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=440874
Antwort auf Beitrag Nr.: 36.771.969 von hbg55 am 16.03.09 09:12:25
...und wie immer ´sehr int.´ was TIBBS ausm HC daraus liest......
The Half Yearly report put out on Friday night was a blandish document (as one expects of these reports) ... but I have picked up a few gems in there.
I cant remember seeing these before:
Exploration
"Resource extension drilling commenced in January 2009 on either side of the Anomaly A resource area."
So drilling has been going on now on Anomaly A resource extensions for some TWO months already. Great stuff, as we have another possible good news source in the near term!
Leaching
The previous announcements on the Agitated Tank leaching & the newly proposed Heap leaching option have been sparse. We now have an update:
"Agitated Leach
The second round of agitated leach optimisation testing was completed in late December 2008. The favourable sulphuric acid consumption results in prior tests continued with a likely range of 15-20 kg/tonne compared with 30kg/tonne previously assumed in the Scoping Study. The results also indicate that there appears to be little advantage in pursuing a fine grind as metal extraction is not strongly dependent on grind size."
TWO THINGS:
1] So its pretty much confirmed that agitated tank leaching on Anomaly A ore is consuming up to 50% LESS sulphuric acid than the original scoping study was based on!!
2] This 2nd test confirms the preliminary studies that Anomaly A ore is "soft", and releases its uranium easily from COURSER grind sizes, thus ruducing the need for extra & prolonged crushing. This is VERY significant. It means it will be cheaper in: a/ less time used to crush b/ less labour time needed c/ less acid used d/ less power used e/ less water used f/ less wear & tear on crushers, rollers, and agitators. These are the sort of things that will make Etango an economic mine while still being a lower grade resource.
"Heap Leach
Preliminary scoping level heap leach testwork was commenced late in the half year. The program tested the effect of crushed product size and free acid concentration. On the basis of the encouraging extraction performance demonstrated in this preliminary program, a further optimisation round of testwork on coarser crushed product sizes was commenced."
and:
"The encouraging heap leach amenability testwork has indicated that this process may have the potential to complement or fully substitute the agitated leaching approach adopted to date."
So first results are through on heap leaching, and they are "encouraging" enough to warrant consideration of possibly replacing tank leaching ... this will MASSIVELY reduce the original CAPEX requirements of mine development.
All great stuff
cheers
...und wie immer ´sehr int.´ was TIBBS ausm HC daraus liest......
The Half Yearly report put out on Friday night was a blandish document (as one expects of these reports) ... but I have picked up a few gems in there.
I cant remember seeing these before:
Exploration
"Resource extension drilling commenced in January 2009 on either side of the Anomaly A resource area."
So drilling has been going on now on Anomaly A resource extensions for some TWO months already. Great stuff, as we have another possible good news source in the near term!
Leaching
The previous announcements on the Agitated Tank leaching & the newly proposed Heap leaching option have been sparse. We now have an update:
"Agitated Leach
The second round of agitated leach optimisation testing was completed in late December 2008. The favourable sulphuric acid consumption results in prior tests continued with a likely range of 15-20 kg/tonne compared with 30kg/tonne previously assumed in the Scoping Study. The results also indicate that there appears to be little advantage in pursuing a fine grind as metal extraction is not strongly dependent on grind size."
TWO THINGS:
1] So its pretty much confirmed that agitated tank leaching on Anomaly A ore is consuming up to 50% LESS sulphuric acid than the original scoping study was based on!!
2] This 2nd test confirms the preliminary studies that Anomaly A ore is "soft", and releases its uranium easily from COURSER grind sizes, thus ruducing the need for extra & prolonged crushing. This is VERY significant. It means it will be cheaper in: a/ less time used to crush b/ less labour time needed c/ less acid used d/ less power used e/ less water used f/ less wear & tear on crushers, rollers, and agitators. These are the sort of things that will make Etango an economic mine while still being a lower grade resource.
"Heap Leach
Preliminary scoping level heap leach testwork was commenced late in the half year. The program tested the effect of crushed product size and free acid concentration. On the basis of the encouraging extraction performance demonstrated in this preliminary program, a further optimisation round of testwork on coarser crushed product sizes was commenced."
and:
"The encouraging heap leach amenability testwork has indicated that this process may have the potential to complement or fully substitute the agitated leaching approach adopted to date."
So first results are through on heap leaching, and they are "encouraging" enough to warrant consideration of possibly replacing tank leaching ... this will MASSIVELY reduce the original CAPEX requirements of mine development.
All great stuff
cheers
....und weil wir laaaaange warten mußten mal wieder die aud 0,80
zu erklimmen, nachfolg. die LAST TRADES von heute......vorerst nur
als zwischenzeitliches TH, aber bin zuversichtlich, daß das noch
besser wird
* Volume Weighted Average Price
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
238 - 250 4:10:29 pm 77.5 51,090 1 $39,595 13
237 3:59:50 pm 78.5 5,565 0.5 $4,369 1
233 - 236 3:58:23 pm 79 12,800 0.5 $10,112 4
230 - 232 3:53:49 pm 79.5 5,942 0.5 $4,724 3
226 - 229 3:52:03 pm 79 5,099 0.5 $4,028 4
211 - 225 3:48:21 pm 79.5 37,111 0.5 $29,503 15
201 - 210 3:35:22 pm 80 38,604 1 $30,883 10
199 - 200 3:26:17 pm 81 8,679 1 $7,030 2
195 - 198 3:25:49 pm 80 10,000 1 $8,000 4
187 - 194 3:25:38 pm 81 31,955 0.5 $25,884 8
186 3:23:05 pm 80.5 45 0.5 $36 1
185 3:22:24 pm 80 8,175 0.5 $6,540 1
184 3:19:42 pm 80.5 500 0.5 $402 1
180 - 183 3:19:42 pm 80 20,000 0.5 $16,000 4
179 3:18:52 pm 80.5 5,000 0.5 $4,025 1
175 - 178 3:18:45 pm 80 20,500 0.5 $16,400 4
171 - 174 3:16:44 pm 79.5 21,321 0.5 $16,950 4
162 - 170 3:16:26 pm 79 27,500 0.5 $21,725 9
159 - 161 3:07:27 pm 78.5 10,000 0.5 $7,850 3
151 - 158 3:00:18 pm 78 29,888 0.5 $23,313 8
zu erklimmen, nachfolg. die LAST TRADES von heute......vorerst nur
als zwischenzeitliches TH, aber bin zuversichtlich, daß das noch
besser wird
* Volume Weighted Average Price
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
238 - 250 4:10:29 pm 77.5 51,090 1 $39,595 13
237 3:59:50 pm 78.5 5,565 0.5 $4,369 1
233 - 236 3:58:23 pm 79 12,800 0.5 $10,112 4
230 - 232 3:53:49 pm 79.5 5,942 0.5 $4,724 3
226 - 229 3:52:03 pm 79 5,099 0.5 $4,028 4
211 - 225 3:48:21 pm 79.5 37,111 0.5 $29,503 15
201 - 210 3:35:22 pm 80 38,604 1 $30,883 10
199 - 200 3:26:17 pm 81 8,679 1 $7,030 2
195 - 198 3:25:49 pm 80 10,000 1 $8,000 4
187 - 194 3:25:38 pm 81 31,955 0.5 $25,884 8
186 3:23:05 pm 80.5 45 0.5 $36 1
185 3:22:24 pm 80 8,175 0.5 $6,540 1
184 3:19:42 pm 80.5 500 0.5 $402 1
180 - 183 3:19:42 pm 80 20,000 0.5 $16,000 4
179 3:18:52 pm 80.5 5,000 0.5 $4,025 1
175 - 178 3:18:45 pm 80 20,500 0.5 $16,400 4
171 - 174 3:16:44 pm 79.5 21,321 0.5 $16,950 4
162 - 170 3:16:26 pm 79 27,500 0.5 $21,725 9
159 - 161 3:07:27 pm 78.5 10,000 0.5 $7,850 3
151 - 158 3:00:18 pm 78 29,888 0.5 $23,313 8
SK....aud 0,775
Antwort auf Beitrag Nr.: 36.772.162 von hbg55 am 16.03.09 09:36:28
....EIN int. aspekt für den heutigen kurs- sprung dürfte
evtl. auch die jüngst gemachte aussage von CAMECOs CEO sein....
Cameco CEO sees uranium supply crunch and M&A
Wed Mar 11, 2009
TORONTO (Reuters) - A uranium supply crunch could be around the corner due to industry-wide cuts to development projects, rising demand, and uncertainty about Russia's plans for its decommissioned nuclear arsenal, the CEO of top uranium producer Cameco Corp said on Wednesday.
Speaking at the Reuters Global Mining and Steel Summit in New York, Cameco Chief Executive Jerry Grandey also said the company planned to take advantage of low valuations among uranium miners to make acquisitions, and said deals worth more than $2 billion were a possibility.
"We know that if we're going to do a big deal in the M&A sphere we will have to go back and market it to our shareholders, we're perfectly happy to do that," he said, adding that by "big deal" he meant something worth $1 billion to $2 billion or a little more.
Such a deal would position the company to take advantage of what Grandey expects to be a situation where uranium will be in high demand because of cuts among miners left underfunded due to tight credit conditions.
"I think the financial crisis is clearly impacting the ability of every supplier to raise capital," he said.
"When you see project cancellations, you see expansion derail, you see some projects that will just go slower. That is just simply taking away future supply and sowing the seeds of the next spike in the uranium price."
Spot uranium prices have been among the most volatile in the resource sector over the past decade, rising from a low of $7 a pound in 2000 to a high of $136 a pound in 2007. Prices have since come down, and were at $43.50 on Wednesday.
Despite the recent decline, Grandey said the industry's mined output still lags consumption that has risen due to the resurgence of nuclear power as a non-greenhouse gas producing alternative to fossil fuel generation.
....EIN int. aspekt für den heutigen kurs- sprung dürfte
evtl. auch die jüngst gemachte aussage von CAMECOs CEO sein....
Cameco CEO sees uranium supply crunch and M&A
Wed Mar 11, 2009
TORONTO (Reuters) - A uranium supply crunch could be around the corner due to industry-wide cuts to development projects, rising demand, and uncertainty about Russia's plans for its decommissioned nuclear arsenal, the CEO of top uranium producer Cameco Corp said on Wednesday.
Speaking at the Reuters Global Mining and Steel Summit in New York, Cameco Chief Executive Jerry Grandey also said the company planned to take advantage of low valuations among uranium miners to make acquisitions, and said deals worth more than $2 billion were a possibility.
"We know that if we're going to do a big deal in the M&A sphere we will have to go back and market it to our shareholders, we're perfectly happy to do that," he said, adding that by "big deal" he meant something worth $1 billion to $2 billion or a little more.
Such a deal would position the company to take advantage of what Grandey expects to be a situation where uranium will be in high demand because of cuts among miners left underfunded due to tight credit conditions.
"I think the financial crisis is clearly impacting the ability of every supplier to raise capital," he said.
"When you see project cancellations, you see expansion derail, you see some projects that will just go slower. That is just simply taking away future supply and sowing the seeds of the next spike in the uranium price."
Spot uranium prices have been among the most volatile in the resource sector over the past decade, rising from a low of $7 a pound in 2000 to a high of $136 a pound in 2007. Prices have since come down, and were at $43.50 on Wednesday.
Despite the recent decline, Grandey said the industry's mined output still lags consumption that has risen due to the resurgence of nuclear power as a non-greenhouse gas producing alternative to fossil fuel generation.
....auch die CANs schnappen heute beherzt zu........
Time Ex Price Change Volume Buyer Seller Markers
14:05:57 T 0.63 +0.07 3,500 62 Haywood 74 GMP K
14:05:45 T 0.62 +0.06 5,000 62 Haywood 1 Anonymous K
12:45:06 T 0.62 +0.06 5,000 7 TD Sec 1 Anonymous K
12:12:29 T 0.60 +0.04 7,500 82 Thomas Weisel 9 BMO Nesbitt K
12:12:29 T 0.60 +0.04 9,000 82 Thomas Weisel 7 TD Sec K
12:12:29 T 0.60 +0.04 14,000 82 Thomas Weisel 78 Salman K
11:33:52 T 0.60 +0.04 30,000 1 Anonymous 78 Salman K
11:22:31 T 0.60 +0.04 25,000 62 Haywood 78 Salman K
11:05:45 T 0.60 +0.04 25,000 62 Haywood 78 Salman K
09:58:49 T 0.58 +0.02 20,000 1 Anonymous 1 Anonymous K
Time Ex Price Change Volume Buyer Seller Markers
14:05:57 T 0.63 +0.07 3,500 62 Haywood 74 GMP K
14:05:45 T 0.62 +0.06 5,000 62 Haywood 1 Anonymous K
12:45:06 T 0.62 +0.06 5,000 7 TD Sec 1 Anonymous K
12:12:29 T 0.60 +0.04 7,500 82 Thomas Weisel 9 BMO Nesbitt K
12:12:29 T 0.60 +0.04 9,000 82 Thomas Weisel 7 TD Sec K
12:12:29 T 0.60 +0.04 14,000 82 Thomas Weisel 78 Salman K
11:33:52 T 0.60 +0.04 30,000 1 Anonymous 78 Salman K
11:22:31 T 0.60 +0.04 25,000 62 Haywood 78 Salman K
11:05:45 T 0.60 +0.04 25,000 62 Haywood 78 Salman K
09:58:49 T 0.58 +0.02 20,000 1 Anonymous 1 Anonymous K
Antwort auf Beitrag Nr.: 36.777.854 von hbg55 am 16.03.09 20:04:03hi hbg,
ja, die wachen auf, aber warten wir erstmal ab, ob sich daraus ein Ausbruch entwickelt. Möchte mal wissen, was die unter uprampen der IR verstehen, klingt erstmal gut.
Dieses Jahr sollte mit News gespickt sein
Vielleicht waren da enttäuschte Forsyaner drunter.
ja, die wachen auf, aber warten wir erstmal ab, ob sich daraus ein Ausbruch entwickelt. Möchte mal wissen, was die unter uprampen der IR verstehen, klingt erstmal gut.
Dieses Jahr sollte mit News gespickt sein
Vielleicht waren da enttäuschte Forsyaner drunter.
Antwort auf Beitrag Nr.: 36.777.946 von Ikar am 16.03.09 20:14:09
moin IKAR, nach heutigem handelstag in AUS läßt sich
begriff AUSBRUCH zumindest schon mal ´ansatzweise´ in
den mund nehmen...IMO
moin IKAR, nach heutigem handelstag in AUS läßt sich
begriff AUSBRUCH zumindest schon mal ´ansatzweise´ in
den mund nehmen...IMO
Antwort auf Beitrag Nr.: 36.779.876 von hbg55 am 17.03.09 07:49:55
.....nachfolg. die LAST TRADES mit SK 0,055......und sahen im TH sogar schon die aud 0,88......
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
464 - 475 4:10:18 pm 85.5 54,780 1 $46,837 12
462 - 463 3:58:24 pm 86.5 10,000 0.5 $8,650 2
461 3:56:52 pm 86 4,000 0.5 $3,440 1
459 - 460 3:56:52 pm 86.5 11,000 0.5 $9,515 2
450 - 458 3:55:50 pm 87 34,575 0.5 $30,080 9
424 - 449 3:50:04 pm 86.5 52,985 1 $45,832 26
422 - 423 3:24:47 pm 85.5 8,387 0.5 $7,171 2
420 - 421 3:24:27 pm 86 10,000 1 $8,600 2
406 - 419 3:24:21 pm 87 61,397 1 $53,415 14
403 - 405 3:18:43 pm 88 11,363 1 $9,999 3
396 - 402 3:18:21 pm 87 38,341 1 $33,357 7
394 - 395 3:14:13 pm 86 5,000 1 $4,300 2
387 - 393 3:13:58 pm 87 39,626 0.5 $34,475 7
.....nachfolg. die LAST TRADES mit SK 0,055......und sahen im TH sogar schon die aud 0,88......
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
464 - 475 4:10:18 pm 85.5 54,780 1 $46,837 12
462 - 463 3:58:24 pm 86.5 10,000 0.5 $8,650 2
461 3:56:52 pm 86 4,000 0.5 $3,440 1
459 - 460 3:56:52 pm 86.5 11,000 0.5 $9,515 2
450 - 458 3:55:50 pm 87 34,575 0.5 $30,080 9
424 - 449 3:50:04 pm 86.5 52,985 1 $45,832 26
422 - 423 3:24:47 pm 85.5 8,387 0.5 $7,171 2
420 - 421 3:24:27 pm 86 10,000 1 $8,600 2
406 - 419 3:24:21 pm 87 61,397 1 $53,415 14
403 - 405 3:18:43 pm 88 11,363 1 $9,999 3
396 - 402 3:18:21 pm 87 38,341 1 $33,357 7
394 - 395 3:14:13 pm 86 5,000 1 $4,300 2
387 - 393 3:13:58 pm 87 39,626 0.5 $34,475 7
Antwort auf Beitrag Nr.: 36.679.653 von hbg55 am 02.03.09 11:38:18
...sieht abissl so aus, als würden gewinnmitnahmen bei EXT
schöööön re- investiert in die völlig unterbewertete BMN
...sieht abissl so aus, als würden gewinnmitnahmen bei EXT
schöööön re- investiert in die völlig unterbewertete BMN
...und nachfolg. auch EIN nicht unwesentlicher faktor
für den UPPP- trend.........
target price cad 1,50.....innerhalb einer brandakt. studie von CIBC aus 03.2009...
http://www.datafilehost.com/download-1256e2a5.html
für den UPPP- trend.........
target price cad 1,50.....innerhalb einer brandakt. studie von CIBC aus 03.2009...
http://www.datafilehost.com/download-1256e2a5.html
das Orakel Tibbs phantasiert mal wieder?
BMN Market cap
In working out the market cap of BMN, and the potential future MC, don\'t be clouded by half-truths, poor research, and double agenda.
Lets get the facts straight, and also lay BMNs future intentions on the table:
Firstly, current tradeable shares on issue:
156,775,000
Then there are the:
1] 4,000,000 to go to Savannah on grant of mining licence
2] 16,340,000 to go to RCF for the 1st $10m tranche (Assuming BMN don’t elect to pay out the convertible note, and/or RCF elect to convert)
3] 15,000,000 director options that are exercisable
Giving us a current FD total of:
192,115,000 units
Then that leaves the 2nd RCF tranche, which I am dismissing, because the latest decision to raise funds has mentioned:
\"The Board is seeking pre-approval to raise, up to a further A$30 million in new capital. We are seeking this approval so that, in the instance of an improvement in market conditions, the Company has the option of raising funds to aggressively advance its exploration and feasibility study activities, and to potentially avoid the need to draw on the Standby Tranche of the RCF facility.\"
So forget the 2nd RCF tranche, it is history!! It gives RCF too much for their loan provision, and in this improving market and a much improved position that BMN finds itself in, it is not worth drawing on.
So what do we have? Well it means at this exact point, the maximum fully diluted MC attributable to BMN is 192,115,000 units. But, with a potential $30million raising to come, if approved. Management have the view that 61.5 cents is too cheap for BMN shares, and they expect an improved SP over coming months, so they hope to raise this cash at a much higher SP, probably around $1, or plus that figure. Assuming in a few months time, a raising of $30million at $1 per share will see BMN with a fully diluted position of 222million units, $40million in the bank, BFS fully funded, and all exploration work funded for the next year or so.
True, this will see the company more diluted than at present and with a higher MC, BUT, in a very strong position by years end. We will have our BFS out on Anomaly A, have the resource confirmed to “Reserve” status, we will by then have results out on much of the drilling campaigns that are underway - or about to get underway, and be cashed up for the next years work program. This type of resource confirmation will be very powerful!! So I would imagine that we will have had some announcements out by then on off-take, J/V’s, or some other form of interest from 3rd parties.
All this for just over 70 cents atm is a steal IMO
BMN Market cap
In working out the market cap of BMN, and the potential future MC, don\'t be clouded by half-truths, poor research, and double agenda.
Lets get the facts straight, and also lay BMNs future intentions on the table:
Firstly, current tradeable shares on issue:
156,775,000
Then there are the:
1] 4,000,000 to go to Savannah on grant of mining licence
2] 16,340,000 to go to RCF for the 1st $10m tranche (Assuming BMN don’t elect to pay out the convertible note, and/or RCF elect to convert)
3] 15,000,000 director options that are exercisable
Giving us a current FD total of:
192,115,000 units
Then that leaves the 2nd RCF tranche, which I am dismissing, because the latest decision to raise funds has mentioned:
\"The Board is seeking pre-approval to raise, up to a further A$30 million in new capital. We are seeking this approval so that, in the instance of an improvement in market conditions, the Company has the option of raising funds to aggressively advance its exploration and feasibility study activities, and to potentially avoid the need to draw on the Standby Tranche of the RCF facility.\"
So forget the 2nd RCF tranche, it is history!! It gives RCF too much for their loan provision, and in this improving market and a much improved position that BMN finds itself in, it is not worth drawing on.
So what do we have? Well it means at this exact point, the maximum fully diluted MC attributable to BMN is 192,115,000 units. But, with a potential $30million raising to come, if approved. Management have the view that 61.5 cents is too cheap for BMN shares, and they expect an improved SP over coming months, so they hope to raise this cash at a much higher SP, probably around $1, or plus that figure. Assuming in a few months time, a raising of $30million at $1 per share will see BMN with a fully diluted position of 222million units, $40million in the bank, BFS fully funded, and all exploration work funded for the next year or so.
True, this will see the company more diluted than at present and with a higher MC, BUT, in a very strong position by years end. We will have our BFS out on Anomaly A, have the resource confirmed to “Reserve” status, we will by then have results out on much of the drilling campaigns that are underway - or about to get underway, and be cashed up for the next years work program. This type of resource confirmation will be very powerful!! So I would imagine that we will have had some announcements out by then on off-take, J/V’s, or some other form of interest from 3rd parties.
All this for just over 70 cents atm is a steal IMO
...UPDATE zum etango- projekt gibts unter nachfolg. link......
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=441935
Antwort auf Beitrag Nr.: 36.873.168 von hbg55 am 29.03.09 00:22:47
...die kurse/ vols. triebs last friday nach oben mit
folg. last trades..........und sogar 0,91 im TH !!!
* Volume Weighted Average Price
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
215 - 225 4:10:08 pm 89 74,368 2.5 $66,188 11
209 - 214 3:55:40 pm 86.5 18,663 0.5 $16,143 6
208 3:53:31 pm 87 2,818 0.5 $2,452 1
207 3:52:01 pm 86.5 30 0.5 $26 1
206 3:50:48 pm 87 2,450 0.5 $2,132 1
205 3:45:49 pm 86.5 5,775 0.5 $4,995 1
204 3:43:37 pm 86 5 0.5 $4 1
201 - 203 3:42:58 pm 86.5 18,593 0.5 $16,083 3
197 - 200 3:42:13 pm 87 7,802 0.5 $6,788 4
196 3:39:28 pm 86.5 3 0.5 $3 1
195 3:32:48 pm 87 2,790 0.5 $2,427 1
194 3:31:51 pm 86.5 1 0.5 $1 1
193 3:26:56 pm 86 2 1 $2 1
192 3:24:45 pm 87 477 0.5 $415 1
191 3:24:35 pm 87.5 1,980 0.5 $1,732 1
...die kurse/ vols. triebs last friday nach oben mit
folg. last trades..........und sogar 0,91 im TH !!!
* Volume Weighted Average Price
Trade
Number (s) Time
Last Traded Price Volume Change Value Number
of Trades
215 - 225 4:10:08 pm 89 74,368 2.5 $66,188 11
209 - 214 3:55:40 pm 86.5 18,663 0.5 $16,143 6
208 3:53:31 pm 87 2,818 0.5 $2,452 1
207 3:52:01 pm 86.5 30 0.5 $26 1
206 3:50:48 pm 87 2,450 0.5 $2,132 1
205 3:45:49 pm 86.5 5,775 0.5 $4,995 1
204 3:43:37 pm 86 5 0.5 $4 1
201 - 203 3:42:58 pm 86.5 18,593 0.5 $16,083 3
197 - 200 3:42:13 pm 87 7,802 0.5 $6,788 4
196 3:39:28 pm 86.5 3 0.5 $3 1
195 3:32:48 pm 87 2,790 0.5 $2,427 1
194 3:31:51 pm 86.5 1 0.5 $1 1
193 3:26:56 pm 86 2 1 $2 1
192 3:24:45 pm 87 477 0.5 $415 1
191 3:24:35 pm 87.5 1,980 0.5 $1,732 1
...moin BMN- fans !!!
trotz schlechter US- vorgaben setzte sich zum wochenstart der
aufwärts- trend unseres babys fort.
sahen bei nochmaligem vol.- anstieg in der spitze sogar aud 1,04
bevors zum ende der sitzung zu gewinn- mitnahmen kam bzw einem
SK von 0,915
100 - 105 10:22:25 am 98 39,266 2 $38,481 6
98 - 99 10:21:47 am 100 5,500 1.5 $5,500 2
95 - 97 10:21:20 am 101.5 3,935 1.5 $3,994 3
90 - 94 10:19:17 am 100 20,000 2 $20,000 5
85 - 89 10:19:02 am 102 19,500 2 $19,890 5
83 - 84 10:18:15 am 104 18,000 0.5 $18,720 2
82 10:18:13 am 103.5 7,000 3.5 $7,245 1
81 10:17:56 am 100 7,700 1 $7,700 1
77 - 80 10:17:56 am 101 38,000 1 $38,380 4
71 - 76 10:17:25 am 100 91,477 1 $91,477 6
70 10:16:26 am 99 5,000 1 $4,950 1
64 - 69 10:16:15 am 100 66,625 1 $66,625 6
60 - 63 10:16:13 am 99 7,875 0.5 $7,796 4
59 10:16:11 am 98.5 700 0.5 $690 1
54 - 58 10:15:59 am 98 27,234 1 $26,689 5
47 - 53 10:14:42 am 97 53,489 0.5 $51,884 7
trotz schlechter US- vorgaben setzte sich zum wochenstart der
aufwärts- trend unseres babys fort.
sahen bei nochmaligem vol.- anstieg in der spitze sogar aud 1,04
bevors zum ende der sitzung zu gewinn- mitnahmen kam bzw einem
SK von 0,915
100 - 105 10:22:25 am 98 39,266 2 $38,481 6
98 - 99 10:21:47 am 100 5,500 1.5 $5,500 2
95 - 97 10:21:20 am 101.5 3,935 1.5 $3,994 3
90 - 94 10:19:17 am 100 20,000 2 $20,000 5
85 - 89 10:19:02 am 102 19,500 2 $19,890 5
83 - 84 10:18:15 am 104 18,000 0.5 $18,720 2
82 10:18:13 am 103.5 7,000 3.5 $7,245 1
81 10:17:56 am 100 7,700 1 $7,700 1
77 - 80 10:17:56 am 101 38,000 1 $38,380 4
71 - 76 10:17:25 am 100 91,477 1 $91,477 6
70 10:16:26 am 99 5,000 1 $4,950 1
64 - 69 10:16:15 am 100 66,625 1 $66,625 6
60 - 63 10:16:13 am 99 7,875 0.5 $7,796 4
59 10:16:11 am 98.5 700 0.5 $690 1
54 - 58 10:15:59 am 98 27,234 1 $26,689 5
47 - 53 10:14:42 am 97 53,489 0.5 $51,884 7
Leute bin interessiert an BNM.
Wie sieht die Sache mit dem Naturschutzgebiet aus. BNM hat bereits die Zusage für die FSB Studie erhalten?
Ich meine wenn die Uranlagerstätte im naturschutzgebiet liegt und die Umweltbehören Probleme machen, dann ist da nur hoffnung und fantasie dahinter.
Was habt ihr für Facts?
Wie sieht die Sache mit dem Naturschutzgebiet aus. BNM hat bereits die Zusage für die FSB Studie erhalten?
Ich meine wenn die Uranlagerstätte im naturschutzgebiet liegt und die Umweltbehören Probleme machen, dann ist da nur hoffnung und fantasie dahinter.
Was habt ihr für Facts?
Antwort auf Beitrag Nr.: 36.876.982 von commodityleviathan am 30.03.09 09:12:06
moin CL.......bin mir da nicht gaaaaaanz sicher, aber sehe da bei
BMN nur geringe risiken, da die haupt- proj. im URAN- freundlichen
namibia liegen !!!
anders als zb. in CAN,USA, AUS herrschen dort recht liberale
bestimmungen, die ua auch grund für die starke aktiv. div.
explorer bzw. producer dort ist.
moin CL.......bin mir da nicht gaaaaaanz sicher, aber sehe da bei
BMN nur geringe risiken, da die haupt- proj. im URAN- freundlichen
namibia liegen !!!
anders als zb. in CAN,USA, AUS herrschen dort recht liberale
bestimmungen, die ua auch grund für die starke aktiv. div.
explorer bzw. producer dort ist.
Antwort auf Beitrag Nr.: 36.877.069 von hbg55 am 30.03.09 09:21:46das ist so namibia ist uranfreundlich. sehr sogar. projekte in kanada etc. fasse ich nicht an. nur jene in afrika. niger hat auch uranvorkommen, jedoch tiefe gehalte. aber politisch unsicher. rebellen etc. forget it.
habe mir alles ein wenig angeschaut.
bannermann ist mit den ressourcen von 106 mlb sehr günstig bewertet im vergleich zu extract. extract hat zwr 200 mlb (ok es werden 300) vermutet aber da 60% anteil anderer kalahari sehe ich dort zwar aufwärtspotenzial aber bei bannerman mehr!
eben wäre da nicht das naturschutzgebiet wo es noch risiken geben könnte. und was war der streit mit savanna. dieser beendet.
die einzige firma die noch in frage käme ist mantra resources. haben gute projekte. ca 9% gecovered vom aussichtreichstten projekt. im moment ressourcen von 36 mlb bestätigt. könnte ein "sleeping giant" sein.
bannerman scheint sehr interessant zu sein. ich warte noch bis ich von euch mehr infos betreffend naturschutzgebietszeugs savanna erhalte. die aktie sieht für mich im moment völlig unterbewertet aus.
PS: falls ihr nach goldinvestments sucht. schaut euch mal etruscan resources an. die haben super projekte. cash flow, hohes potenzial an ressourcenausweitung zur zeite ca proven and probable ovn 800 K. plus Reserven von ca 4 mio unzen xau. plus noch diamantenbeteiligung etc. 14'000 km2 land. und das mit einer market cap von 60 mio cad. hab heute ein paar geordet.
BANNERMAN THE SLEEPING GIANT???
habe mir alles ein wenig angeschaut.
bannermann ist mit den ressourcen von 106 mlb sehr günstig bewertet im vergleich zu extract. extract hat zwr 200 mlb (ok es werden 300) vermutet aber da 60% anteil anderer kalahari sehe ich dort zwar aufwärtspotenzial aber bei bannerman mehr!
eben wäre da nicht das naturschutzgebiet wo es noch risiken geben könnte. und was war der streit mit savanna. dieser beendet.
die einzige firma die noch in frage käme ist mantra resources. haben gute projekte. ca 9% gecovered vom aussichtreichstten projekt. im moment ressourcen von 36 mlb bestätigt. könnte ein "sleeping giant" sein.
bannerman scheint sehr interessant zu sein. ich warte noch bis ich von euch mehr infos betreffend naturschutzgebietszeugs savanna erhalte. die aktie sieht für mich im moment völlig unterbewertet aus.
PS: falls ihr nach goldinvestments sucht. schaut euch mal etruscan resources an. die haben super projekte. cash flow, hohes potenzial an ressourcenausweitung zur zeite ca proven and probable ovn 800 K. plus Reserven von ca 4 mio unzen xau. plus noch diamantenbeteiligung etc. 14'000 km2 land. und das mit einer market cap von 60 mio cad. hab heute ein paar geordet.
BANNERMAN THE SLEEPING GIANT???
Antwort auf Beitrag Nr.: 36.883.109 von commodityleviathan am 30.03.09 20:40:30hi,
das war doch die News dieses Jahr, das Savannah geregelt wurde, zwar teuer, aber es ist vom Tisch. Das mit dem Naturschutzgebiet hatte ich auch mal gelesen, aber hatte in Erinnerung, das es auch geklärt war. Das ganze Gebiet ist ein großes Naturschutzgebiet und bedenke, wer da alles schon abbaut. Ich wühle da mal nach.
das war doch die News dieses Jahr, das Savannah geregelt wurde, zwar teuer, aber es ist vom Tisch. Das mit dem Naturschutzgebiet hatte ich auch mal gelesen, aber hatte in Erinnerung, das es auch geklärt war. Das ganze Gebiet ist ein großes Naturschutzgebiet und bedenke, wer da alles schon abbaut. Ich wühle da mal nach.
Savannah
Under the terms of the
settlement agreement, Savanna agreed to discontinue its review application in the High Court
of Namibia by which Savanna had sought a declaration that the grant by the Minister of Mines
and Energy of Namibia of the Company‟s EPL 3345, on which the Etango Project is situated,
was void. This settlement involves payments and the issue of shares to Savanna (as
Bannerman has previously disclosed) and has removed the threat to Bannerman‟s title to the
Etango Project.
---
in Namibia, an African country considered
to be a premier mining jurisdiction.
Social and Environmental Impact Assessment
A series of community participation meetings were conducted during the half year. No critical issues were
identified during this process. The first stage of the environmental assessment was completed and the results
serve to provide input to the completion of the next level of assessment.
The Namibian exclusive prospecting licences expire in late April 2009 and are in the process of statutory
renewal.
In accordance with the Minerals (Prospecting & Mining) Act, 1992 (Act No. 33 of 1992)
applications for the renewal of both EPL3345 and EPL3346 were submitted to the Ministry of
Mines and Energy on the 23rd of January 2009.
Areas within the Namib-Naukluft National Park, which includes the Etango and Swakop River
Projects are granted for exploration, subject to appropriate environmental commitments.
An environmental contract must be completed with the Department of Environment and
Tourism by applicants for EPL‟s, MDRL‟s and ML‟s. Environmental impact assessments
(where relevant) must be made with respect to land disturbance, protection of flora and fauna,
water supply, drainage and waste water disposal, air pollution and dust generation.
- und die haben sie für ihre EPL also, alles weitere ist zu früh, das geht zum Ende des Jahres hoffentlich mit der Mining Licence über die Bühne. Erstmal im September die feasability und dann macht das erst Sinn, sich drum zu kümmern.
Nicht dass die wahrscheinlich gerade nicht dran arbeiten, es bringt aber nichts da jetzt eine entgültige Umweltverträglichkeit einzureichen.
Environmental Liabilities
The southern portion of the Etango Project Area (EPL 3345) falls within the Namib-Naukluft
National Park and the northern portion of the tenement falls within the West Coast
Recreational Area.
According to Speiser (2006), activities in the licence area are covered by a number of acts,
policies and bills. These include (amongst others):-
- The Namibian Constitution – Article 95.
- The Minerals (Prospecting and Mining) Act, No 33 of 1992.
- The Environmental Assessment Policy, 1994.
- The Environmental Management Bill, 2004
- South African Legislation still in force since Namibian independence in 1990 – Specifically the Nature and Conservation Ordinance, No. 4 of 1975.
- The Policy for Prospecting and Mining in Protected Areas and National Monuments.
A detailed Environment Clearance and Environmental Management Plan („EMP‟) was required to be submitted to the Ministry of Environment and Tourism („MET‟) to meet the environmental licensing of the Project. The EMP was prepared by independent consultancy
A. Speiser Environmental Consultants in July 2006 (Speiser, 2006). The plan included a detailed summary of potential environmental impacts and a list of the mitigation measures that would be taken for access and works on the licence area. A bi-annual environmental audit report is also required for the Project. The EMP was approved on 28th July 2006.
Bannerman Resources Ltd understands that the relevant Ministries allow mining and exploration in the park areas and is unaware of any current regulations that may significantly restrict access to the Projects areas for exploration. It is important to note that other exploration and mining activities are currently underway within the Namib-Naukluft National Park by companies such as Extract Resources Limited (exploration activities) and Langer Heinrich Uranium Pty Ltd (mining and exploration).
also ich bin wunschlos glücklich, eine Regierung und Legiislative, die dafür bekannt ist, Uranfreundlich zu sein, alles bisher mögliche an Lizenzen und Umweltlizenzen ohne Probleme bekommen und weitere schon eingereicht mit bisher keiner Aussicht auf Rückweisung, und den Wink auf die Nachbarn, die teils schon abbauen. Was fehlt dir noch?- ein 3/4 Jahr? war Spass
Under the terms of the
settlement agreement, Savanna agreed to discontinue its review application in the High Court
of Namibia by which Savanna had sought a declaration that the grant by the Minister of Mines
and Energy of Namibia of the Company‟s EPL 3345, on which the Etango Project is situated,
was void. This settlement involves payments and the issue of shares to Savanna (as
Bannerman has previously disclosed) and has removed the threat to Bannerman‟s title to the
Etango Project.
---
in Namibia, an African country considered
to be a premier mining jurisdiction.
Social and Environmental Impact Assessment
A series of community participation meetings were conducted during the half year. No critical issues were
identified during this process. The first stage of the environmental assessment was completed and the results
serve to provide input to the completion of the next level of assessment.
The Namibian exclusive prospecting licences expire in late April 2009 and are in the process of statutory
renewal.
In accordance with the Minerals (Prospecting & Mining) Act, 1992 (Act No. 33 of 1992)
applications for the renewal of both EPL3345 and EPL3346 were submitted to the Ministry of
Mines and Energy on the 23rd of January 2009.
Areas within the Namib-Naukluft National Park, which includes the Etango and Swakop River
Projects are granted for exploration, subject to appropriate environmental commitments.
An environmental contract must be completed with the Department of Environment and
Tourism by applicants for EPL‟s, MDRL‟s and ML‟s. Environmental impact assessments
(where relevant) must be made with respect to land disturbance, protection of flora and fauna,
water supply, drainage and waste water disposal, air pollution and dust generation.
- und die haben sie für ihre EPL also, alles weitere ist zu früh, das geht zum Ende des Jahres hoffentlich mit der Mining Licence über die Bühne. Erstmal im September die feasability und dann macht das erst Sinn, sich drum zu kümmern.
Nicht dass die wahrscheinlich gerade nicht dran arbeiten, es bringt aber nichts da jetzt eine entgültige Umweltverträglichkeit einzureichen.
Environmental Liabilities
The southern portion of the Etango Project Area (EPL 3345) falls within the Namib-Naukluft
National Park and the northern portion of the tenement falls within the West Coast
Recreational Area.
According to Speiser (2006), activities in the licence area are covered by a number of acts,
policies and bills. These include (amongst others):-
- The Namibian Constitution – Article 95.
- The Minerals (Prospecting and Mining) Act, No 33 of 1992.
- The Environmental Assessment Policy, 1994.
- The Environmental Management Bill, 2004
- South African Legislation still in force since Namibian independence in 1990 – Specifically the Nature and Conservation Ordinance, No. 4 of 1975.
- The Policy for Prospecting and Mining in Protected Areas and National Monuments.
A detailed Environment Clearance and Environmental Management Plan („EMP‟) was required to be submitted to the Ministry of Environment and Tourism („MET‟) to meet the environmental licensing of the Project. The EMP was prepared by independent consultancy
A. Speiser Environmental Consultants in July 2006 (Speiser, 2006). The plan included a detailed summary of potential environmental impacts and a list of the mitigation measures that would be taken for access and works on the licence area. A bi-annual environmental audit report is also required for the Project. The EMP was approved on 28th July 2006.
Bannerman Resources Ltd understands that the relevant Ministries allow mining and exploration in the park areas and is unaware of any current regulations that may significantly restrict access to the Projects areas for exploration. It is important to note that other exploration and mining activities are currently underway within the Namib-Naukluft National Park by companies such as Extract Resources Limited (exploration activities) and Langer Heinrich Uranium Pty Ltd (mining and exploration).
also ich bin wunschlos glücklich, eine Regierung und Legiislative, die dafür bekannt ist, Uranfreundlich zu sein, alles bisher mögliche an Lizenzen und Umweltlizenzen ohne Probleme bekommen und weitere schon eingereicht mit bisher keiner Aussicht auf Rückweisung, und den Wink auf die Nachbarn, die teils schon abbauen. Was fehlt dir noch?- ein 3/4 Jahr? war Spass
ach shit-
Quellen:
Half Yearly Report - to December 31, 2008
http://www.bannermanresources.com/i/pdf/BMNHalfYearDec08.PDF
National Instrument 43-101
Technical Document - Etango Project, Namibia
February 2009 Resource Update
http://www.hotcopper.com.au/asx_announcements.asp?id=41049
Quellen:
Half Yearly Report - to December 31, 2008
http://www.bannermanresources.com/i/pdf/BMNHalfYearDec08.PDF
National Instrument 43-101
Technical Document - Etango Project, Namibia
February 2009 Resource Update
http://www.hotcopper.com.au/asx_announcements.asp?id=41049
Also hab recherchiert.
Bannerman ist meiner Meinung nach ein lukratives Investment.
Frage, wie war es nur möglich dass der kurs auf die 14 cent cad gesunken ist. krass. schade, dass ich dies nicht vorher entdeckt habe. ein grosser sprung von 14 cent auf 80 cent. dennoch ist bannerman unterbewertet. ob jetzt ein guter einstiegspunkt ist, ist fraglich.
wie seht ihr dass so? jemand bereit jetzt aufzustocken?
Bannerman ist meiner Meinung nach ein lukratives Investment.
Frage, wie war es nur möglich dass der kurs auf die 14 cent cad gesunken ist. krass. schade, dass ich dies nicht vorher entdeckt habe. ein grosser sprung von 14 cent auf 80 cent. dennoch ist bannerman unterbewertet. ob jetzt ein guter einstiegspunkt ist, ist fraglich.
wie seht ihr dass so? jemand bereit jetzt aufzustocken?
Antwort auf Beitrag Nr.: 36.898.351 von commodityleviathan am 01.04.09 16:10:53
moin CL, hab hier im board genügend leute kennen gelernt, die
beoachteten und beobachteten in der hoffnung auf DEEEEN ´richtigen´
zeitpunkt des einstiegs - dazu sag ICH schlichtweg BLÖDSINN !!!
fahre meine strategie seit geraumer zeit so, daß ich in mehreren
tranchen kaufe und verkaufe......und bin zufrieden damit
wenn DU bis jetzt nicht zugestiegen bist, haste zb den AUSBRUCH heute verpennt - und DAS, obwohl du vom wert überzeugt bist
wie ich herausgelesen habe.
moin CL, hab hier im board genügend leute kennen gelernt, die
beoachteten und beobachteten in der hoffnung auf DEEEEN ´richtigen´
zeitpunkt des einstiegs - dazu sag ICH schlichtweg BLÖDSINN !!!
fahre meine strategie seit geraumer zeit so, daß ich in mehreren
tranchen kaufe und verkaufe......und bin zufrieden damit
wenn DU bis jetzt nicht zugestiegen bist, haste zb den AUSBRUCH heute verpennt - und DAS, obwohl du vom wert überzeugt bist
wie ich herausgelesen habe.
gleich 2 NEWS zu beginn des Q2 lassen unser baby heute ÜBER die
ONE- marke springen......bis hin zu einem SK von aud 108,5 bei
stolzen 2,4 mio vol. !!!!
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=442340
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=442502
ONE- marke springen......bis hin zu einem SK von aud 108,5 bei
stolzen 2,4 mio vol. !!!!
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=442340
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=442502
Antwort auf Beitrag Nr.: 36.903.027 von hbg55 am 02.04.09 09:02:31 danke hbg
hier werde ich mit Gewinnmitnahmen warten, das Potential ist langfristig nicht mal angekratzt. Einerseits wird von einem lukratives Investment gesprochen, andererseits lässt sich eher eine kurzfristige Investmentstrategie aus der Frage erkennen. Den Widerspruch muss er selbst klären.
hier werde ich mit Gewinnmitnahmen warten, das Potential ist langfristig nicht mal angekratzt. Einerseits wird von einem lukratives Investment gesprochen, andererseits lässt sich eher eine kurzfristige Investmentstrategie aus der Frage erkennen. Den Widerspruch muss er selbst klären.
Antwort auf Beitrag Nr.: 36.903.120 von Ikar am 02.04.09 09:12:41
moin IKAR........ist schlussendlich JEDENMANNS entscheidung, wie
er seine invests tätigt - doch für MICH stellt BMN ne neue TOP-
chance dar, nachdem ICH bei EXT leider viiiiiel zu früh rausging
moin IKAR........ist schlussendlich JEDENMANNS entscheidung, wie
er seine invests tätigt - doch für MICH stellt BMN ne neue TOP-
chance dar, nachdem ICH bei EXT leider viiiiiel zu früh rausging
Antwort auf Beitrag Nr.: 36.903.027 von hbg55 am 02.04.09 09:02:31das mit dem anstieg ist so. hab ihn verpennt. hab gestern in kanada noch nen auftrag aufgegeben. aber dieser ist nicht gegangen.
Ich trade in Kanada, da dies von den Gebühren her viel attraktiver ist für mich.
hatte nen komisches Bauchgefühl gestern, dass BMN steigen wird heute. war bei HRG high river gold auch so. hatte nen ungutes gefühl stig aus bei .17 vorgestern. etz sind diese schon bei .12. bald kann ich wieder rein unter 10:-) high river gold müsst ihr euch mal anschauen. mit einem kleinen betrag risiko eingehen, dort könnte sich langfristig sehr viel geld verdienen. haben produzierende minen, mit hohen gehalten in russland. 2.2 proven and probable und 3.3 mit indicated and inferred mio unzen gold. leider haben diese finanzprobleme. 137 mio usd schulden. aber severstal ist mit 50% eingestiegen und haben nun letzte woche keinen weitere finanzierung gegeben. severstal wäre ja selber blöd wenn diese ihre 50 mio investition aufs spiel setzten. das ist nur taktik.
zurück zu bannerman
Na dann muss ich es heute versuchen oder nochmals bis morgen warten. Ich steig mal ein mit einer Tranche, wird sicher so sein, dass ich dann pech habe und morgen der kurs 10% sinkt. najaaa, aber irgendwann muss ich ja kaufen.
Market cap etz schon auf 170 mio.......
Ich trade in Kanada, da dies von den Gebühren her viel attraktiver ist für mich.
hatte nen komisches Bauchgefühl gestern, dass BMN steigen wird heute. war bei HRG high river gold auch so. hatte nen ungutes gefühl stig aus bei .17 vorgestern. etz sind diese schon bei .12. bald kann ich wieder rein unter 10:-) high river gold müsst ihr euch mal anschauen. mit einem kleinen betrag risiko eingehen, dort könnte sich langfristig sehr viel geld verdienen. haben produzierende minen, mit hohen gehalten in russland. 2.2 proven and probable und 3.3 mit indicated and inferred mio unzen gold. leider haben diese finanzprobleme. 137 mio usd schulden. aber severstal ist mit 50% eingestiegen und haben nun letzte woche keinen weitere finanzierung gegeben. severstal wäre ja selber blöd wenn diese ihre 50 mio investition aufs spiel setzten. das ist nur taktik.
zurück zu bannerman
Na dann muss ich es heute versuchen oder nochmals bis morgen warten. Ich steig mal ein mit einer Tranche, wird sicher so sein, dass ich dann pech habe und morgen der kurs 10% sinkt. najaaa, aber irgendwann muss ich ja kaufen.
Market cap etz schon auf 170 mio.......
Antwort auf Beitrag Nr.: 36.904.154 von commodityleviathan am 02.04.09 11:01:07
...hi CL........ist klar mit CAN - hab da auch meine stücke
geholt !!!
wie zu sehen ist nimmt der handel dort stetig zu und hoffe, daß
DU heute mehr erfolg hattest und deine st. bekommen hast !!!
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
15:53:21 T 0.90 +0.15 3,000 62 Haywood 33 Canaccord K
15:42:00 T 0.90 +0.15 5,000 62 Haywood 1 Anonymous K
15:40:32 T 0.90 +0.15 20,000 62 Haywood 1 Anonymous K
14:35:19 T 0.88 +0.13 1,500 74 GMP 33 Canaccord K
14:32:36 T 0.90 +0.15 2,000 74 GMP 33 Canaccord K
14:32:36 T 0.90 +0.15 1,500 88 Scotia iTRADE 33 Canaccord K
11:08:14 T 0.95 +0.20 500 2 RBC 9 BMO Nesbitt K
11:08:14 T 0.94 +0.19 3,000 2 RBC 74 GMP K
10:15:47 T 0.90 +0.15 500 88 Scotia iTRADE 2 RBC K
10:14:38 T 0.88 +0.13 3,000 74 GMP 9 BMO Nesbitt K
...hi CL........ist klar mit CAN - hab da auch meine stücke
geholt !!!
wie zu sehen ist nimmt der handel dort stetig zu und hoffe, daß
DU heute mehr erfolg hattest und deine st. bekommen hast !!!
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
15:53:21 T 0.90 +0.15 3,000 62 Haywood 33 Canaccord K
15:42:00 T 0.90 +0.15 5,000 62 Haywood 1 Anonymous K
15:40:32 T 0.90 +0.15 20,000 62 Haywood 1 Anonymous K
14:35:19 T 0.88 +0.13 1,500 74 GMP 33 Canaccord K
14:32:36 T 0.90 +0.15 2,000 74 GMP 33 Canaccord K
14:32:36 T 0.90 +0.15 1,500 88 Scotia iTRADE 33 Canaccord K
11:08:14 T 0.95 +0.20 500 2 RBC 9 BMO Nesbitt K
11:08:14 T 0.94 +0.19 3,000 2 RBC 74 GMP K
10:15:47 T 0.90 +0.15 500 88 Scotia iTRADE 2 RBC K
10:14:38 T 0.88 +0.13 3,000 74 GMP 9 BMO Nesbitt K
Antwort auf Beitrag Nr.: 36.911.128 von hbg55 am 02.04.09 23:45:18Ich hab ein paar Stücke geholt bei 0.90 cad.
ärgere mich über den kursverlauf von nwt uranium. ihr wisst ja extract, 40% kalahari.
niger uranium mit 15% beteiligt an kalahari, nwt uranium mit 35% beteiligt an niger uranium. durch den kursanstieg von extract profitieren die anderen niger und nwt durch einen hebeleffekt.
aber bin nicht eingestiegen, dass ganze ist mir zu blöd. warum solli ch eine firma kaufen nur wegen einer beteiligung die sich sehr positiv auswirken kann?! projekte von niger und nwt haben mir zuwenig substanz.
bannerman in aust. bei 1.14 eröffnet...leicht minus...extract werden wohl auch bald gewinnmitnahmen kommen.
ärgere mich über den kursverlauf von nwt uranium. ihr wisst ja extract, 40% kalahari.
niger uranium mit 15% beteiligt an kalahari, nwt uranium mit 35% beteiligt an niger uranium. durch den kursanstieg von extract profitieren die anderen niger und nwt durch einen hebeleffekt.
aber bin nicht eingestiegen, dass ganze ist mir zu blöd. warum solli ch eine firma kaufen nur wegen einer beteiligung die sich sehr positiv auswirken kann?! projekte von niger und nwt haben mir zuwenig substanz.
bannerman in aust. bei 1.14 eröffnet...leicht minus...extract werden wohl auch bald gewinnmitnahmen kommen.
Antwort auf Beitrag Nr.: 36.912.664 von commodityleviathan am 03.04.09 10:30:27
...moin CL.......freu dich über deinen BMN- zustieg und daran,
daß ein NWT- veteran wie ICH auch abissl freude abbekam, um
seine buch- verluste verringert zu sehen.
dank der von dir so schön beschriebenen verschachtelung kommt hier nach langer durststrecke endlich wieder mal musi rein !!!
...moin CL.......freu dich über deinen BMN- zustieg und daran,
daß ein NWT- veteran wie ICH auch abissl freude abbekam, um
seine buch- verluste verringert zu sehen.
dank der von dir so schön beschriebenen verschachtelung kommt hier nach langer durststrecke endlich wieder mal musi rein !!!
Antwort auf Beitrag Nr.: 36.912.771 von hbg55 am 03.04.09 10:42:25hab diese woche ja auch frei und genügend zeit. hahaaa
hab bei nwt nicht angebissen stattdessen bmn gekauft.
Bannerman hat schon super ressourcen 106 mlbs. bald müssten nun die proven and probable ressources auch kommen. denn zu einer fs studie nimmt man nur diese. und der nav berechnet man 40% von den proven & probable reserves. 170 mio aud market cap. peer ist z..b extract bei 1.1 milliarden. das ist ca ein potenzial von 700%.
bei 1.00 aud ist ein kaufsignal wobei ein rücksetzer auf .60 möglich ist, kommt auf die börsenlage an.
mal schauen.
wo seit ihr sonst noch investiert?
deep yellow?
erongo energy?
katanga mining?
african gold group?
hab bei nwt nicht angebissen stattdessen bmn gekauft.
Bannerman hat schon super ressourcen 106 mlbs. bald müssten nun die proven and probable ressources auch kommen. denn zu einer fs studie nimmt man nur diese. und der nav berechnet man 40% von den proven & probable reserves. 170 mio aud market cap. peer ist z..b extract bei 1.1 milliarden. das ist ca ein potenzial von 700%.
bei 1.00 aud ist ein kaufsignal wobei ein rücksetzer auf .60 möglich ist, kommt auf die börsenlage an.
mal schauen.
wo seit ihr sonst noch investiert?
deep yellow?
erongo energy?
katanga mining?
african gold group?
Antwort auf Beitrag Nr.: 36.916.689 von commodityleviathan am 03.04.09 17:37:29Deep Yellow
Antwort auf Beitrag Nr.: 36.916.689 von commodityleviathan am 03.04.09 17:37:29hi CL, na, da darfst dich nicht beschweren, bist doch heute gut rein willkommen
bin noch in ext drin, hab gerade Uranium one gekickt und suche auch nach nem neuen dritten Verstrahltem. Deep Yellow ist auf der watch.
Gerade ists mit Uranwerten schwierig, kaum liest man sich ein, sind sie schon weg.
bin noch in ext drin, hab gerade Uranium one gekickt und suche auch nach nem neuen dritten Verstrahltem. Deep Yellow ist auf der watch.
Gerade ists mit Uranwerten schwierig, kaum liest man sich ein, sind sie schon weg.
Antwort auf Beitrag Nr.: 36.916.689 von commodityleviathan am 03.04.09 17:37:29
....jooo, mit BMN haben WIR schon ein vielversprechendes baby
im depot !!!
weniger ´strahlend´ aber nicht minder reizvoll erscheinen mir
noch die canad. ROMARCO bzw. die austr. GIRALIA - BEIDEN traue
ich noch ´glänzendes´ zu in 2009
....jooo, mit BMN haben WIR schon ein vielversprechendes baby
im depot !!!
weniger ´strahlend´ aber nicht minder reizvoll erscheinen mir
noch die canad. ROMARCO bzw. die austr. GIRALIA - BEIDEN traue
ich noch ´glänzendes´ zu in 2009
für all die ewig lästigen Vergleiche zwischen bmn und ext, das ist der Zwischenstand und der wird nur durch Fakten geändert werden.
Tibbs (hc):
Remember in the end though, you comment about how much it ACTUALLY COSTS to extract the uranium is really the key, not so much the grade.
For example PDN have grades of 600ppm at Langer Heinrich, yet even though BMN only have 207ppm at Etango, they will still be able to extract their uranium at a cheaper cost per lb than PDN. Currently BMN have set a figure of US$21 p/lb, but tests are confirming that they should be able to go below US$20 p/lb.
Then you have EXT with their fabulous grades at Rossing South. The average high 400's ppm they are getting is pretty special & place RS in an elite category. They will extract it even much cheaper again - too early to say, but probably around US$10 - $14 p/lb ... it will be a very rich mine.
You can do the math. Remember that BMN & EXT will sell most of their uranium at LONG TERM prices around US$60 p/lb ... so for BMN they are looking at a potential profit of US$40 p/lb. They are doing studies on an 8 million lb/per annum mine ... lets say they end up with a 6 million p/a production ... that gives us a potential profit of $352,941,000 p/a ... (BMN share: $282,300,000) minus royalties & taxes.
BMN also have a very good high grade portion that they will mine for the first 10 years, which will yield better figures too. This will be a very lucrative project.
It goes without saying, that EXT's figures will be much better still. Their feasibility studies have now started, and their results will be eagerly awaited over the coming months.
Tibbs (hc):
Remember in the end though, you comment about how much it ACTUALLY COSTS to extract the uranium is really the key, not so much the grade.
For example PDN have grades of 600ppm at Langer Heinrich, yet even though BMN only have 207ppm at Etango, they will still be able to extract their uranium at a cheaper cost per lb than PDN. Currently BMN have set a figure of US$21 p/lb, but tests are confirming that they should be able to go below US$20 p/lb.
Then you have EXT with their fabulous grades at Rossing South. The average high 400's ppm they are getting is pretty special & place RS in an elite category. They will extract it even much cheaper again - too early to say, but probably around US$10 - $14 p/lb ... it will be a very rich mine.
You can do the math. Remember that BMN & EXT will sell most of their uranium at LONG TERM prices around US$60 p/lb ... so for BMN they are looking at a potential profit of US$40 p/lb. They are doing studies on an 8 million lb/per annum mine ... lets say they end up with a 6 million p/a production ... that gives us a potential profit of $352,941,000 p/a ... (BMN share: $282,300,000) minus royalties & taxes.
BMN also have a very good high grade portion that they will mine for the first 10 years, which will yield better figures too. This will be a very lucrative project.
It goes without saying, that EXT's figures will be much better still. Their feasibility studies have now started, and their results will be eagerly awaited over the coming months.
Hot Commodity: ‘Uranium will touch $100’
http://www.commodityonline.com/news/Hot-Commodity-%E2%80%98U…
http://www.commodityonline.com/news/Hot-Commodity-%E2%80%98U…
zum wiederholten mal sahen wir vol. von ÜBER 1 mio shares - HEUTE
sogar mit TH als SK......aud 120,-
...auch in CAN haben wir mit dem heutigen tag wieder
die ONE vorm komma........
Time Ex Price Change Volume Buyer Seller Markers
12:17:24 T 1.05 +0.12 2,000 7 TD Sec 74 GMP K......akt. TH
11:59:21 T 1.00 +0.07 1,500 74 GMP 5 Penson K
11:46:45 T 1.00 +0.07 500 7 TD Sec 5 Penson K
11:46:45 T 1.00 +0.07 500 7 TD Sec 74 GMP K
10:01:07 T 1.00 +0.07 16,000 62 Haywood 5 Penson K
09:49:59 T 1.00 +0.07 9,000 62 Haywood 74 GMP K
09:49:59 T 1.00 +0.07 2,000 7 TD Sec 74 GMP KL
die ONE vorm komma........
Time Ex Price Change Volume Buyer Seller Markers
12:17:24 T 1.05 +0.12 2,000 7 TD Sec 74 GMP K......akt. TH
11:59:21 T 1.00 +0.07 1,500 74 GMP 5 Penson K
11:46:45 T 1.00 +0.07 500 7 TD Sec 5 Penson K
11:46:45 T 1.00 +0.07 500 7 TD Sec 74 GMP K
10:01:07 T 1.00 +0.07 16,000 62 Haywood 5 Penson K
09:49:59 T 1.00 +0.07 9,000 62 Haywood 74 GMP K
09:49:59 T 1.00 +0.07 2,000 7 TD Sec 74 GMP KL
Antwort auf Beitrag Nr.: 36.936.072 von hbg55 am 07.04.09 18:46:11500k in Can abgeladen zu 0,75, was soll das denn?
Weis jemand was?
Weis jemand was?
Antwort auf Beitrag Nr.: 36.992.084 von Ikar am 17.04.09 19:40:34
...joo, auch schon gesehen bzw wundern....oder sogar am nachlegen
...joo, auch schon gesehen bzw wundern....oder sogar am nachlegen
Antwort auf Beitrag Nr.: 36.992.282 von hbg55 am 17.04.09 19:58:18ladet Savannah ab? haben die denn schon die shares bekommen, da gabs doch letztens ein meetingprotokoll, dass die Zustimmung gegeben wurde, aber so schnell wär echt ein Hammer.
Antwort auf Beitrag Nr.: 36.992.315 von Ikar am 17.04.09 20:02:07Resolution 7 – Ratification of issue of 5,500,000 of Shares to
Savanna
Resolution 8 - Approval of the allotment and Issue of 4,000,000
Shares to Savanna
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=443532
letztens?- das war gestern, glaube kaum, dass die schon die shares zugewiesen bekommen haben, so schnell geht das doch nicht, oder?
Savanna
Resolution 8 - Approval of the allotment and Issue of 4,000,000
Shares to Savanna
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=443532
letztens?- das war gestern, glaube kaum, dass die schon die shares zugewiesen bekommen haben, so schnell geht das doch nicht, oder?
Bannerman Resources Releases March Quarter Activities Report
PERTH, AUSTRALIA--(MARKET WIRE)--Apr 20, 2009 -- Bannerman Resources Limited (Toronto:BAN.TO - News)(ASX:BMN.AX - News) ("Bannerman" or the "Company"), an Australian-based uranium mine development and exploration company, today releases its March 2009 quarterly activities report in accordance with the Australian Securities Exchange Listing Rules.
Highlights
- Increase of 33% in the Etango Project Indicated Resource estimate to 195.5 million tonnes ("Mt") at an average grade of 207 parts per million ("ppm") for 89.2 million pounds ("Mlbs") of U3O8, plus Inferred Resources of 87.0Mt at 195 ppm for 37.4Mlbs U3O8, reported at a cut-off grade of 100 ppm U3O8. As reported in the Company's news release of February 12, 2009, the updated mineral resource estimate was completed in accordance with National Instrument 43-101 by Coffey Mining Pty Ltd, an independent geological consultant to the Company.
- Broad and higher grade near-surface drilling results achieved within the Oshiveli and Onkelo areas. Drilling at Onkelo highlighted both the substantial width of the mineralised zones (including 119 metres at 249 ppm U3O8 from surface, and 94 metres at 263 ppm U3O8 from 3 metres downhole) and higher grade zones within 200 metres of surface (including 11 metres at 1143 ppm U3O8 from 180 metres downhole, 30 metres at 513 ppm U3O8 from 161 metres downhole, and 49 metres at 429 ppm U3O8 from 70 metres downhole).
- The preliminary feasibility study is on track for completion at the end of the current quarter. Metallurgical testwork has been advanced on selected processing routes, including the beneficiation of higher grade uranium concentrates for agitated leach recovery, and on heap leaching. Heap leach testwork on High Pressure Grinding Roll crushed fine product has achieved recoveries of 85-91%, with acid consumption at the lower end of expectations at approximately 20 kg/tonne.
- The executive team has been further strengthened with the appointment of Mr Ivan Saracik as Study Manager - Etango Project. Mr Saracik is a mechanical engineer with over 30 years global experience as a feasibility study and development project manager.
- Cash resources as at 31 March 2009 of A$4.6 million in addition to which the Company had VAT/GST receivables of A$1.4 million due for receipt in May. The Company has the option to draw down on the second A$10 million tranche of the Resource Capital Funds convertible note facility on or before 16 June 2009. Bannerman is evaluating alternative sources of funding to supplement existing working capital given the currently substantially higher share price compared to the conversion price associated with the second tranche.
- A General Meeting of shareholders was held in Perth on Thursday 16 April 2009 where approval was obtained for all of the resolutions including those relating to recent financing and other transactions, providing the Company with financing flexibility going forward.
The quarterly activities report is available on the Company's website at www.bannermanresources.com.au, on the Australian Securities Exchange website at www.asx.com.au, and can also be accessed on SEDAR at www.sedar.com.
About Bannerman - Bannerman Resources Limited is an emerging uranium development company with interests in two properties in Namibia, a southern African country considered to be a premier uranium mining jurisdiction. Bannerman's principal and most significant asset is its 80% interest in the Etango Project situated southwest of Rio Tinto's Rossing uranium mine and to the west of Paladin Energy's Langer-Heinrich mine. Bannerman is focused on the feasibility assessment and development of a large open pit uranium operation at Etango. More information is available on the Company's website at www.bannermanresources.com.au.
The information in this report that relates to the Mineral Resources of the Etango Project is based on a resource estimate completed by Mr Neil Inwood who is a full time employee of Coffey Mining Pty Ltd. Mr Inwood is a Member of The Australasian Institute of Mining and Metallurgy and has sufficient experience relevant to the style of mineralisation and types of deposits under consideration and to the activity which is being undertaken to qualify as Competent Person as defined in the 2004 Edition of the "Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves', and is an independent consultant to Bannerman Resources and a Qualified Person as defined by NI 43-101. Mr Inwood consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
The information in this report that relates to the metallurgical test work undertaken on Etango Anomaly A Deposit samples was completed by Mr Gary Jobson who was a consulting metallurgist to Independent Metallurgical Operations Pty Ltd during the period. Mr Jobson is a Member of The Australasian Institute of Mining and Metallurgy and has extensive experience relevant to the activity which is being undertaken. Mr Jobson consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
The information in this report that relates to the exploration results of the projects owned by Bannerman Resources Ltd is based on information compiled by Mr Andrew Cunningham, who is a full time employee of the Company. Mr Cunningham is a Member of The Geological Society of South Africa, a Recognised Overseas Professional Organisation by the Australasian Joint Ore Reserves Committee, who has sufficient experience relevant to the style of mineralisation and types of deposits under consideration and to the activity which is being undertaken to qualify as Competent Person as defined in the 2004 Edition of the "Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves" and as a Qualified Person for purposes of National Instrument 43-101 of the Canadian Securities Administrators. Mr Cunningham consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
The Company has not completed feasibility studies on its projects. Accordingly, there is no certainty that such projects will be economically successful. Mineral resources that are not ore reserves do not have demonstrated economic viability.
Certain disclosures in this report, including management's assessment of Bannerman Resources Ltd's plans and projects, constitute forward-looking statements that are subject to numerous risks, uncertainties and other factors relating to Bannerman's operation as a mineral development company that may cause future results to differ materially from those expressed or implied in such forward-looking statements. The following are important factors that could cause the Company's actual results to differ materially from those expressed or implied by such forward looking statements: fluctuations in uranium prices and currency exchange rates; uncertainties relating to interpretation of drill results and the geology, continuity and grade of mineral deposits; uncertainty of estimates of capital and operating costs, recovery rates, production estimates and estimated economic return; general market conditions; the uncertainty of future profitability; and the uncertainty of access to additional capital. Full descriptions of these risks can be found in the Company's various statutory reports, including its Annual Information Form available on the SEDAR website, www.sedar.com. Readers are cautioned not to place undue reliance on forward-looking statements. Bannerman Resources Ltd expressly disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise.
Contact:
Contacts:
Bannerman Resources Limited
Perth, Western Australia
Len Jubber, Chief Executive Officer
+61 (0)8 9381 1436
info@bannermanresources.com
Bannerman Resources Limited
Perth, Western Australia
Peter Kerr, Chief Financial Officer
+61 (0)8 9381 1436
Bannerman Resources Limited
Toronto, Ontario, Canada
Ann Gibbs, Investor Relations
(416) 388-7247
ann@bannermanresources.com
PERTH, AUSTRALIA--(MARKET WIRE)--Apr 20, 2009 -- Bannerman Resources Limited (Toronto:BAN.TO - News)(ASX:BMN.AX - News) ("Bannerman" or the "Company"), an Australian-based uranium mine development and exploration company, today releases its March 2009 quarterly activities report in accordance with the Australian Securities Exchange Listing Rules.
Highlights
- Increase of 33% in the Etango Project Indicated Resource estimate to 195.5 million tonnes ("Mt") at an average grade of 207 parts per million ("ppm") for 89.2 million pounds ("Mlbs") of U3O8, plus Inferred Resources of 87.0Mt at 195 ppm for 37.4Mlbs U3O8, reported at a cut-off grade of 100 ppm U3O8. As reported in the Company's news release of February 12, 2009, the updated mineral resource estimate was completed in accordance with National Instrument 43-101 by Coffey Mining Pty Ltd, an independent geological consultant to the Company.
- Broad and higher grade near-surface drilling results achieved within the Oshiveli and Onkelo areas. Drilling at Onkelo highlighted both the substantial width of the mineralised zones (including 119 metres at 249 ppm U3O8 from surface, and 94 metres at 263 ppm U3O8 from 3 metres downhole) and higher grade zones within 200 metres of surface (including 11 metres at 1143 ppm U3O8 from 180 metres downhole, 30 metres at 513 ppm U3O8 from 161 metres downhole, and 49 metres at 429 ppm U3O8 from 70 metres downhole).
- The preliminary feasibility study is on track for completion at the end of the current quarter. Metallurgical testwork has been advanced on selected processing routes, including the beneficiation of higher grade uranium concentrates for agitated leach recovery, and on heap leaching. Heap leach testwork on High Pressure Grinding Roll crushed fine product has achieved recoveries of 85-91%, with acid consumption at the lower end of expectations at approximately 20 kg/tonne.
- The executive team has been further strengthened with the appointment of Mr Ivan Saracik as Study Manager - Etango Project. Mr Saracik is a mechanical engineer with over 30 years global experience as a feasibility study and development project manager.
- Cash resources as at 31 March 2009 of A$4.6 million in addition to which the Company had VAT/GST receivables of A$1.4 million due for receipt in May. The Company has the option to draw down on the second A$10 million tranche of the Resource Capital Funds convertible note facility on or before 16 June 2009. Bannerman is evaluating alternative sources of funding to supplement existing working capital given the currently substantially higher share price compared to the conversion price associated with the second tranche.
- A General Meeting of shareholders was held in Perth on Thursday 16 April 2009 where approval was obtained for all of the resolutions including those relating to recent financing and other transactions, providing the Company with financing flexibility going forward.
The quarterly activities report is available on the Company's website at www.bannermanresources.com.au, on the Australian Securities Exchange website at www.asx.com.au, and can also be accessed on SEDAR at www.sedar.com.
About Bannerman - Bannerman Resources Limited is an emerging uranium development company with interests in two properties in Namibia, a southern African country considered to be a premier uranium mining jurisdiction. Bannerman's principal and most significant asset is its 80% interest in the Etango Project situated southwest of Rio Tinto's Rossing uranium mine and to the west of Paladin Energy's Langer-Heinrich mine. Bannerman is focused on the feasibility assessment and development of a large open pit uranium operation at Etango. More information is available on the Company's website at www.bannermanresources.com.au.
The information in this report that relates to the Mineral Resources of the Etango Project is based on a resource estimate completed by Mr Neil Inwood who is a full time employee of Coffey Mining Pty Ltd. Mr Inwood is a Member of The Australasian Institute of Mining and Metallurgy and has sufficient experience relevant to the style of mineralisation and types of deposits under consideration and to the activity which is being undertaken to qualify as Competent Person as defined in the 2004 Edition of the "Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves', and is an independent consultant to Bannerman Resources and a Qualified Person as defined by NI 43-101. Mr Inwood consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
The information in this report that relates to the metallurgical test work undertaken on Etango Anomaly A Deposit samples was completed by Mr Gary Jobson who was a consulting metallurgist to Independent Metallurgical Operations Pty Ltd during the period. Mr Jobson is a Member of The Australasian Institute of Mining and Metallurgy and has extensive experience relevant to the activity which is being undertaken. Mr Jobson consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
The information in this report that relates to the exploration results of the projects owned by Bannerman Resources Ltd is based on information compiled by Mr Andrew Cunningham, who is a full time employee of the Company. Mr Cunningham is a Member of The Geological Society of South Africa, a Recognised Overseas Professional Organisation by the Australasian Joint Ore Reserves Committee, who has sufficient experience relevant to the style of mineralisation and types of deposits under consideration and to the activity which is being undertaken to qualify as Competent Person as defined in the 2004 Edition of the "Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves" and as a Qualified Person for purposes of National Instrument 43-101 of the Canadian Securities Administrators. Mr Cunningham consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.
The Company has not completed feasibility studies on its projects. Accordingly, there is no certainty that such projects will be economically successful. Mineral resources that are not ore reserves do not have demonstrated economic viability.
Certain disclosures in this report, including management's assessment of Bannerman Resources Ltd's plans and projects, constitute forward-looking statements that are subject to numerous risks, uncertainties and other factors relating to Bannerman's operation as a mineral development company that may cause future results to differ materially from those expressed or implied in such forward-looking statements. The following are important factors that could cause the Company's actual results to differ materially from those expressed or implied by such forward looking statements: fluctuations in uranium prices and currency exchange rates; uncertainties relating to interpretation of drill results and the geology, continuity and grade of mineral deposits; uncertainty of estimates of capital and operating costs, recovery rates, production estimates and estimated economic return; general market conditions; the uncertainty of future profitability; and the uncertainty of access to additional capital. Full descriptions of these risks can be found in the Company's various statutory reports, including its Annual Information Form available on the SEDAR website, www.sedar.com. Readers are cautioned not to place undue reliance on forward-looking statements. Bannerman Resources Ltd expressly disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise.
Contact:
Contacts:
Bannerman Resources Limited
Perth, Western Australia
Len Jubber, Chief Executive Officer
+61 (0)8 9381 1436
info@bannermanresources.com
Bannerman Resources Limited
Perth, Western Australia
Peter Kerr, Chief Financial Officer
+61 (0)8 9381 1436
Bannerman Resources Limited
Toronto, Ontario, Canada
Ann Gibbs, Investor Relations
(416) 388-7247
ann@bannermanresources.com
Antwort auf Beitrag Nr.: 36.992.084 von Ikar am 17.04.09 19:40:34
...HEUTE alles wieder im lot - da brauchte wohl jemand vorm WE
noch abissl CASH
Recent Trades - Last 5
Time Ex Price Change Volume Buyer Seller Markers
09:59:04 T 0.81 - 2,500 79 CIBC 1 Anonymous K
09:30:02 T 0.81 - 200 74 GMP 74 GMP E
09:30:02 T 0.81 - 2,500 79 CIBC 74 GMP K
09:30:02 T 0.81 - 2,500 79 CIBC 1 Anonymous K
09:30:02 T 0.81 - 500 79 CIBC 1 Anonymous KL
...HEUTE alles wieder im lot - da brauchte wohl jemand vorm WE
noch abissl CASH
Recent Trades - Last 5
Time Ex Price Change Volume Buyer Seller Markers
09:59:04 T 0.81 - 2,500 79 CIBC 1 Anonymous K
09:30:02 T 0.81 - 200 74 GMP 74 GMP E
09:30:02 T 0.81 - 2,500 79 CIBC 74 GMP K
09:30:02 T 0.81 - 2,500 79 CIBC 1 Anonymous K
09:30:02 T 0.81 - 500 79 CIBC 1 Anonymous KL
....gestützt von der allgem. URAN- rally heute, gings auch bei
BMN wieder zurück über die ONE- marke.
.......bei DYL gings nach ner TOP- news sogar um satte 80 % UPPPP
SK...aud 1,07
BMN wieder zurück über die ONE- marke.
.......bei DYL gings nach ner TOP- news sogar um satte 80 % UPPPP
SK...aud 1,07
....UNAUDITED FINANCIAL STATEMENTS AND MANAGEMENT´S DISC.
AND ANALYSIS FOR THE QUARTER ENDED 31 MARCH 2009........
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=446673
ein bischen Unterhaltung- James Dines bullish zu Uran mitgeschnitten:
http://www.netcastdaily.com/broadcast/fsn2009-0509-3b.mp3
http://www.netcastdaily.com/broadcast/fsn2009-0509-3b.mp3
Antwort auf Beitrag Nr.: 37.168.420 von Ikar am 13.05.09 19:26:53
thks IKAR......evtl. auch für unsre BMN
ist ja schööön angesprungen bei den AUSSIS........und auch
die CANs spielen trotz mieser marktlage ´bislang´ mit.......
Time Ex Price Change Volume Buyer Seller Markers
12:49:19 T 0.95 +0.01 5,000 62 Haywood 9 BMO Nesbitt K
12:11:19 T 0.96 +0.02 2,000 2 RBC 7 TD Sec K
11:06:09 T 1.00 +0.06 4,000 2 RBC 1 Anonymous K
11:05:53 T 1.00 +0.06 4,000 2 RBC 1 Anonymous K
10:37:02 T 1.05 +0.11 4,000 82 Thomas Weisel 2 RBC K
10:36:53 T 1.05 +0.11 4,000 82 Thomas Weisel 2 RBC K
10:08:25 T 1.00 +0.06 5,000 9 BMO Nesbitt 1 Anonymous K
09:41:06 T 1.00 +0.06 2,500 2 RBC 1 Anonymous K
09:39:04 T 1.00 +0.06 4,000 2 RBC 74 GMP K
09:38:46 T 1.00 +0.06 4,000 2 RBC 1 Anonymous K
thks IKAR......evtl. auch für unsre BMN
ist ja schööön angesprungen bei den AUSSIS........und auch
die CANs spielen trotz mieser marktlage ´bislang´ mit.......
Time Ex Price Change Volume Buyer Seller Markers
12:49:19 T 0.95 +0.01 5,000 62 Haywood 9 BMO Nesbitt K
12:11:19 T 0.96 +0.02 2,000 2 RBC 7 TD Sec K
11:06:09 T 1.00 +0.06 4,000 2 RBC 1 Anonymous K
11:05:53 T 1.00 +0.06 4,000 2 RBC 1 Anonymous K
10:37:02 T 1.05 +0.11 4,000 82 Thomas Weisel 2 RBC K
10:36:53 T 1.05 +0.11 4,000 82 Thomas Weisel 2 RBC K
10:08:25 T 1.00 +0.06 5,000 9 BMO Nesbitt 1 Anonymous K
09:41:06 T 1.00 +0.06 2,500 2 RBC 1 Anonymous K
09:39:04 T 1.00 +0.06 4,000 2 RBC 74 GMP K
09:38:46 T 1.00 +0.06 4,000 2 RBC 1 Anonymous K
Antwort auf Beitrag Nr.: 37.168.487 von hbg55 am 13.05.09 19:32:42ja, bin gerade sehr gespannt für die nächsten Wochen bei Bmn
fingers crossed - heftiger typ, der Dines, kann reden, aber die Sicht ist brutal klar, auch, was Inflation/Deflation/goverments betrifft, höre es gerade noch zuende,
fingers crossed - heftiger typ, der Dines, kann reden, aber die Sicht ist brutal klar, auch, was Inflation/Deflation/goverments betrifft, höre es gerade noch zuende,
toller wert
allerdings sehr ruhig hier
wie bei vielen top werten
allerdings sehr ruhig hier
wie bei vielen top werten
Antwort auf Beitrag Nr.: 37.245.022 von Coxos am 25.05.09 13:55:48
...right COXOS......wundert MICH auch !!!!
beunruhigt mich aber wenig, da ich hier ein RIESEN- pot.
von mind. EXT sehe - mit einer gehörigen portion ÜBERNAHME-
phantasie
...right COXOS......wundert MICH auch !!!!
beunruhigt mich aber wenig, da ich hier ein RIESEN- pot.
von mind. EXT sehe - mit einer gehörigen portion ÜBERNAHME-
phantasie
Antwort auf Beitrag Nr.: 37.258.943 von hbg55 am 27.05.09 07:22:43
...soooo, ab heute wieder handel möglich !!!
sahen im tagesverlauf bei beachtl. vol. von 2 mio shares
volatile züge.........wohl geprägt von den jüngsten heutigen
news, die unter folg. link abzurufen sind........
http://stocknessmonster.com/news-history?S=BMN&E=ASX
.....ua. einer geplanten KE von 30,- aud-mios
...soooo, ab heute wieder handel möglich !!!
sahen im tagesverlauf bei beachtl. vol. von 2 mio shares
volatile züge.........wohl geprägt von den jüngsten heutigen
news, die unter folg. link abzurufen sind........
http://stocknessmonster.com/news-history?S=BMN&E=ASX
.....ua. einer geplanten KE von 30,- aud-mios
Antwort auf Beitrag Nr.: 37.024.685 von hbg55 am 23.04.09 11:28:25....nachfolg. mal die LAST trades der heutigen sitzung......mit
SK von aud 1,20
trade Number (s) Time Last Traded Price volume Change Value Number of Trades
927 - 945 4:10:42 pm 120 159,360 0.5 $191,232 19
923 - 926 3:59:44 pm 119.5 812 1 $970 4
919 - 922 3:58:56 pm 118.5 20,394 1 $24,167 4
916 - 918 3:58:32 pm 119.5 8,296 0.5 $9,914 3
915 3:58:32 pm 119 1,704 0.5 $2,028 1
914 3:58:22 pm 118.5 1,251 1.5 $1,482 1
913 3:58:08 pm 117 370 1.5 $433 1
912 3:57:43 pm 118.5 656 1.5 $777 1
911 3:57:08 pm 117 24 2.5 $28 1
910 3:56:23 pm 119.5 6,093 0.5 $7,281 1
908 - 909 3:56:23 pm 119 13,537 0.5 $16,109 2
SK von aud 1,20
trade Number (s) Time Last Traded Price volume Change Value Number of Trades
927 - 945 4:10:42 pm 120 159,360 0.5 $191,232 19
923 - 926 3:59:44 pm 119.5 812 1 $970 4
919 - 922 3:58:56 pm 118.5 20,394 1 $24,167 4
916 - 918 3:58:32 pm 119.5 8,296 0.5 $9,914 3
915 3:58:32 pm 119 1,704 0.5 $2,028 1
914 3:58:22 pm 118.5 1,251 1.5 $1,482 1
913 3:58:08 pm 117 370 1.5 $433 1
912 3:57:43 pm 118.5 656 1.5 $777 1
911 3:57:08 pm 117 24 2.5 $28 1
910 3:56:23 pm 119.5 6,093 0.5 $7,281 1
908 - 909 3:56:23 pm 119 13,537 0.5 $16,109 2
Antwort auf Beitrag Nr.: 37.279.017 von hbg55 am 29.05.09 10:01:26Glückwunsch!
Dattels und Mellon schleichen sich an!
Regent Pacific ist eingestiegen...
Dattels und Mellon schleichen sich an!
Regent Pacific ist eingestiegen...
Antwort auf Beitrag Nr.: 37.279.017 von hbg55 am 29.05.09 10:01:26weisst du, ob auch deutsche Anleger am SPP beteiligt werden oder ob es nur gür australische/kanadische Anleger gilt?
Antwort auf Beitrag Nr.: 37.280.199 von abandon1 am 29.05.09 11:48:30
....guuute frage......da bin ich auch noch am rätseln
fakt ist, daß nur ALLLLL betroffen sind, die schon im aktien- besitz
sind - selbst hab ICH meine in CAN liegen und hoffe ins SPP rein zu kommen !!!
....guuute frage......da bin ich auch noch am rätseln
fakt ist, daß nur ALLLLL betroffen sind, die schon im aktien- besitz
sind - selbst hab ICH meine in CAN liegen und hoffe ins SPP rein zu kommen !!!
Antwort auf Beitrag Nr.: 37.280.337 von hbg55 am 29.05.09 12:01:51Danke....mal sehen ob ich Post bekomme...auch ohne neue Aktien werde ich dank Dattels und Mellon Geld verdienen...im HC herrscht ja geradezu Euphorie nachdem Einzelheiten zum PP bekannt worden...
CAN bekommt definitiv......Frage ist nur wieviel....wird ja doch reichlich überzeichnet sein.....
CAN bekommt definitiv......Frage ist nur wieviel....wird ja doch reichlich überzeichnet sein.....
1,45 aus $
....HEUTE größter sprung mit größtem vol. der letzten
6 monate mit SK nahe TH von 1,47
SK...aud 1,45
Antwort auf Beitrag Nr.: 37.293.050 von hbg55 am 01.06.09 09:24:06
...auch die CANs machen bei kurs-party mit.......
Time Ex Price Change Volume Buyer Seller Markers
12:31:35 T 1.20 +0.21 25,000 1 Anonymous 62 Haywood K
12:20:30 T 1.20 +0.21 275 99 Jitney 74 GMP E
12:20:30 T 1.20 +0.21 500 99 Jitney 62 Haywood K
11:46:34 T 1.20 +0.21 20,000 79 CIBC 62 Haywood K
11:10:02 T 1.20 +0.21 1,000 79 CIBC 62 Haywood K
11:03:36 T 1.20 +0.21 450 79 CIBC 74 GMP E
10:56:11 T 1.20 +0.21 5,000 1 Anonymous 62 Haywood K
10:45:51 T 1.20 +0.21 5,000 9 BMO Nesbitt 62 Haywood K
10:43:59 T 1.20 +0.21 10,000 9 BMO Nesbitt 62 Haywood K
10:43:18 T 1.20 +0.21 10,000 9 BMO Nesbitt 62 Haywood K
...auch die CANs machen bei kurs-party mit.......
Time Ex Price Change Volume Buyer Seller Markers
12:31:35 T 1.20 +0.21 25,000 1 Anonymous 62 Haywood K
12:20:30 T 1.20 +0.21 275 99 Jitney 74 GMP E
12:20:30 T 1.20 +0.21 500 99 Jitney 62 Haywood K
11:46:34 T 1.20 +0.21 20,000 79 CIBC 62 Haywood K
11:10:02 T 1.20 +0.21 1,000 79 CIBC 62 Haywood K
11:03:36 T 1.20 +0.21 450 79 CIBC 74 GMP E
10:56:11 T 1.20 +0.21 5,000 1 Anonymous 62 Haywood K
10:45:51 T 1.20 +0.21 5,000 9 BMO Nesbitt 62 Haywood K
10:43:59 T 1.20 +0.21 10,000 9 BMO Nesbitt 62 Haywood K
10:43:18 T 1.20 +0.21 10,000 9 BMO Nesbitt 62 Haywood K
Antwort auf Beitrag Nr.: 37.297.751 von hbg55 am 01.06.09 19:52:01
....und DAS waren die LAST trades.........bei lebhaftem handel
von über 440k vol........
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
15:57:55 T 1.22 +0.23 9,500 79 CIBC 62 Haywood K
15:56:32 T 1.22 +0.23 5,000 79 CIBC 62 Haywood K
15:47:01 T 1.24 +0.25 2,000 79 CIBC 62 Haywood K
15:46:48 T 1.24 +0.25 8,500 79 CIBC 62 Haywood K ..........TH
15:46:36 T 1.24 +0.25 100 74 GMP 9 BMO Nesbitt E
15:46:36 T 1.24 +0.25 1,500 79 CIBC 9 BMO Nesbitt K
15:43:27 T 1.23 +0.24 2,000 79 CIBC 88 Scotia iTRADE K
15:23:12 T 1.23 +0.24 100 74 GMP 57 Interactive E
15:23:12 T 1.23 +0.24 1,000 79 CIBC 7 TD Sec K
15:23:12 T 1.23 +0.24 5,000 79 CIBC 74 GMP K
....und DAS waren die LAST trades.........bei lebhaftem handel
von über 440k vol........
Recent Trades - Last 10
Time Ex Price Change Volume Buyer Seller Markers
15:57:55 T 1.22 +0.23 9,500 79 CIBC 62 Haywood K
15:56:32 T 1.22 +0.23 5,000 79 CIBC 62 Haywood K
15:47:01 T 1.24 +0.25 2,000 79 CIBC 62 Haywood K
15:46:48 T 1.24 +0.25 8,500 79 CIBC 62 Haywood K ..........TH
15:46:36 T 1.24 +0.25 100 74 GMP 9 BMO Nesbitt E
15:46:36 T 1.24 +0.25 1,500 79 CIBC 9 BMO Nesbitt K
15:43:27 T 1.23 +0.24 2,000 79 CIBC 88 Scotia iTRADE K
15:23:12 T 1.23 +0.24 100 74 GMP 57 Interactive E
15:23:12 T 1.23 +0.24 1,000 79 CIBC 7 TD Sec K
15:23:12 T 1.23 +0.24 5,000 79 CIBC 74 GMP K
Bannerman ordinary share purchase entitlement
2009-06-03 18:06 ET - Miscellaneous
TSX bulletin 2009-0705
The company has commenced a share purchase plan through which existing holders of the company's ordinary shares may elect to purchase additional shares of the company.
Under the plan, eligible shareholders of record as of the close on Wednesday, May 27, 2009, are afforded the opportunity to subscribe for a minimum of $2,500 (Australian) ($2,187.50 (Canadian)) and up to a maximum of $15,000 (Australian) ($13,125 (Canadian)) worth of new shares of the company at a price of $1.00 (Australian) (87.5 Canadian cents) per share. The shares commenced trading on an ex distribution basis at the open on Monday, May 25, 2009. The entitlement will expire at 5 a.m. (Toronto time) on June 23, 2009.
The entitlements will not be posted for trading on the Toronto Stock Exchange or any other exchange or marketplace. The entitlements are not transferable. The number of shares of the company an eligible shareholder may receive will be calculated by dividing the dollar amount subscribed for by the issue price, then rounding down to the nearest whole number of shares.
2009-06-03 18:06 ET - Miscellaneous
TSX bulletin 2009-0705
The company has commenced a share purchase plan through which existing holders of the company's ordinary shares may elect to purchase additional shares of the company.
Under the plan, eligible shareholders of record as of the close on Wednesday, May 27, 2009, are afforded the opportunity to subscribe for a minimum of $2,500 (Australian) ($2,187.50 (Canadian)) and up to a maximum of $15,000 (Australian) ($13,125 (Canadian)) worth of new shares of the company at a price of $1.00 (Australian) (87.5 Canadian cents) per share. The shares commenced trading on an ex distribution basis at the open on Monday, May 25, 2009. The entitlement will expire at 5 a.m. (Toronto time) on June 23, 2009.
The entitlements will not be posted for trading on the Toronto Stock Exchange or any other exchange or marketplace. The entitlements are not transferable. The number of shares of the company an eligible shareholder may receive will be calculated by dividing the dollar amount subscribed for by the issue price, then rounding down to the nearest whole number of shares.
okay
ich nehme dann dann das maximum
zu $13,125 (Canadian)
ich nehme dann dann das maximum
zu $13,125 (Canadian)
Antwort auf Beitrag Nr.: 37.335.301 von Coxos am 06.06.09 13:08:44Hallo, kann mir bitte jemand kurz erklären, was hier momentan als positiv anzusehen ist ?
Gibt es eine Kaptialerhöhung die zu Kursverwässerung führen wird ?
Wie sind die akutellen Chancen gemessn zum Risiko ?
Herzlichen Dank
Schönen Sonntag noch
hummeln
Gibt es eine Kaptialerhöhung die zu Kursverwässerung führen wird ?
Wie sind die akutellen Chancen gemessn zum Risiko ?
Herzlichen Dank
Schönen Sonntag noch
hummeln
West Australian Metals and Bannerman Resources
AIM-listed Polo Resources has become an 11.95 per cent cornerstone investor in Namibia-focused and improbably named uranium explorer West Australian Metals in a deal worth $9.9 million. Polo is chaired by acquisitive Canadian entrepreneur Stephen Dattels, whose Regent Pacific Group this week became a 5.93 per cent shareholder in Bannerman Resources. Through a network of companies Dattels also has interests in Extract Resources, A-Cap Resources and Kalahari Minerals and is fast becoming something of the Lang Hancock of uranium-rich Namibia. By that, for the record, we mean he is becoming a uranium magnate. Nothing to do with Rose Porteous.
AIM-listed Polo Resources has become an 11.95 per cent cornerstone investor in Namibia-focused and improbably named uranium explorer West Australian Metals in a deal worth $9.9 million. Polo is chaired by acquisitive Canadian entrepreneur Stephen Dattels, whose Regent Pacific Group this week became a 5.93 per cent shareholder in Bannerman Resources. Through a network of companies Dattels also has interests in Extract Resources, A-Cap Resources and Kalahari Minerals and is fast becoming something of the Lang Hancock of uranium-rich Namibia. By that, for the record, we mean he is becoming a uranium magnate. Nothing to do with Rose Porteous.
HEUTE kein handel wegen queens birthday.......
http://www.asx.com.au/about/operational/trading_calendar/asx…
ich bekomme keine
Eine Teilnahme an der Maßnahme ist leider nicht möglich. Maßgeblich dafür ist, dass Ihr aktueller Wohnsitz
in Australien, Neuseeland oder Kanada ist. Hier spielt es keine Rolle, ob die Aktien von unserer Lagerstelle in Kanada gehalten
werden oder nicht. Laut Lagerstelle BNP USA/KANADA ist nur der Aktieninhaber selbst der `registered holder` um den es hier geht.
Eine Teilnahme an der Maßnahme ist leider nicht möglich. Maßgeblich dafür ist, dass Ihr aktueller Wohnsitz
in Australien, Neuseeland oder Kanada ist. Hier spielt es keine Rolle, ob die Aktien von unserer Lagerstelle in Kanada gehalten
werden oder nicht. Laut Lagerstelle BNP USA/KANADA ist nur der Aktieninhaber selbst der `registered holder` um den es hier geht.
Antwort auf Beitrag Nr.: 37.369.247 von Coxos am 11.06.09 09:02:17
...hab leider auch noch KEINEN pos. bescheid erhalten
...hab leider auch noch KEINEN pos. bescheid erhalten
naja, ist zwar ärgerlich
aber ich kanns nciht ändern
keien ahnung, warum sie das so eingefädelt haben
gut, erledigt
schauen wir nach vorne
ich kämpfe ja an mehreren fronten
habe die letzte woche gut kurszuwächse bei uranium 1 erfahren
das gleicht das mehr als aus
aber ich kanns nciht ändern
keien ahnung, warum sie das so eingefädelt haben
gut, erledigt
schauen wir nach vorne
ich kämpfe ja an mehreren fronten
habe die letzte woche gut kurszuwächse bei uranium 1 erfahren
das gleicht das mehr als aus
...notice of change of interests of a substantial holder.....
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=449802
und wie es so oft ist
passiert mir das gleiche nochmal
mit nen austral. eisenerz produzenten
als nicht aussie gibt es auch diesmal für mich nix
passiert mir das gleiche nochmal
mit nen austral. eisenerz produzenten
als nicht aussie gibt es auch diesmal für mich nix
Antwort auf Beitrag Nr.: 37.369.429 von Coxos am 11.06.09 09:31:53
....jooo, sah bei mir nicht anders aus
immerhin.......hat auch so gereicht ordl. CASH einzusammeln
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=450707
....jooo, sah bei mir nicht anders aus
immerhin.......hat auch so gereicht ordl. CASH einzusammeln
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=450707
news
neue und sehr gute bohrergebnisse
neue und sehr gute bohrergebnisse
Laut NR vom 20. Juli gab es deutliche Ressourcen-Steigerungen.
Etango bietet nun
Measured und Indicated: 107,7 Mlbs @ 208 ppm
Inferred: 52,4 Mlbs @ 197 ppm
2/3 der Gesamt-Ressource maximal 200 m tief
Aufgrund der deutlich erhöhten Ressourcen wird die PFS verschoben, da die neuen Daten Berücksichtigung finden sollen.
Es wird weiter gebohrt. Weitere Ressourcenerhöhung also wahrscheinlich ...
Aktueller Kurs: 1,19 AUD
Aktuelle MarketCap: 240 Mio AUD
Etango bietet nun
Measured und Indicated: 107,7 Mlbs @ 208 ppm
Inferred: 52,4 Mlbs @ 197 ppm
2/3 der Gesamt-Ressource maximal 200 m tief
Aufgrund der deutlich erhöhten Ressourcen wird die PFS verschoben, da die neuen Daten Berücksichtigung finden sollen.
Es wird weiter gebohrt. Weitere Ressourcenerhöhung also wahrscheinlich ...
Aktueller Kurs: 1,19 AUD
Aktuelle MarketCap: 240 Mio AUD
Antwort auf Beitrag Nr.: 37.667.246 von praesens am 29.07.09 09:55:55Aufgrund der deutlich erhöhten Ressourcen wird die PFS verschoben, da die neuen Daten Berücksichtigung finden sollen
Ganz so einfach ist es nicht! Es gab wohl schlechte Resultat bei den recovery rates bzw. bei der Frage nach der richtigen Verarbeitung. PDN hat diese Probleme (crushing und leaching) im Produktionbeginn über Monate gehabt. Wegen des weicheren Gesteins (calcrete) in Langer Heinrich (und auch in Trekkopje) kann dort mit Laugentanks (heap leach oder alkali leaching) gearbeitet werden, Rössing (und Valencia), mit wesentlich härterem Gestein (Alaskite, uranium enriched Granit), arbeiten dagegen mit Säuretanks (acid leach). BMN war anfänglich bei Agitated Tank Leach (mit hohen Temperaturen, daher hoher Energieaufwand), kam im September 2008 zum Heap Leaching um dann jetzt doch nochmal ATL zu überprüfen!
Zu genau dieser Problematik hab ichbei hot copper ein interessantes Posting gefunden:
From the West Australian article:
"But favorable results from continued heap leach testwork and flotation testwork demanded full evaluation before finalising the preferred processing flowsheet."
From yesterday's announcement:
"Recent preliminary flotation tests have the potential to materially influence ... both the ultimate choice of processing route, and the scale of the plant concerned"
The market has IMO missed the awesome tenor of this announcement. Many "fringe" holders including traders, who were waiting for PFS results for a quick scalp have got off .. good riddance! But lets look back & see why this announcement is so good.
In September 2007, company releases Scoping Study results proposing a processing route involving conventional Agitated Tank Leach process, producing a maximum 8.8million lbs p/a. Then based on this study directors approve the BFS in May 2008. This study progresses through 2008, coinciding with the GFC and the freezing of debt availability, and the rapidly declining spot price. Suddenly massive changes in dept & profit dynamics, affecting every mining company, including BMN
So this brings us to grade .. if they could beneficiate, or increase the grade going into the mill, then it stands to reason that the project becomes more profitable. Even Rossing do this via the use of Radiometric sorting. But this is a very time consuming study. They stated back in September 08:
"Given the requirement to conduct very large scale trials on a range of potential ore types and crush sizes to obtain data consistent with feasibility study accuracy levels, testing of the radiometric sorting approach has been postponed until production is underway."
So beneficiation was being sidelined.
Hence in that same September 2008 quarterly, they first mention the consideration of the Heap Leach process in the BFS. This makes for common sense. The price of uranium has declined, BMN only has medium grade uranium by Namibian standards, and they will need to satisfy bankers & the market that the project can sustain a $500million CAPEX.
Heap Leach is much less capital intensive, so they will be able to develop the mine with less CAPEX. Then because heap leach is a "set & forget" process, OPEX is a lot less, as they dont have expensive tank maintenance, exorbitant power consumption for the 24/7 agitators, heaters, and pumps, and will use less man power. Because of this heap leach is very suitable for low-medium grade material. Areva will use it at Trekkopje with grades of only 140ppm.
So that was the direction we were going. Right up until yesterday management have stated - quoting from yesterday's announcement:
"The PFS has to this point identified a conventional open pit mining operation with an on/off heap leach pad as the preferred option for development of the 5-7Mlb u3o8 per annum Etango project"
But!! While they had scrapped the radiometic sorting, they had not given up on ATL using other forms of beneficiation as an option. From the January 09 quarterly:
"Gravity separation testwork to evaluate the generation of a high grade uranium concentrate commenced during the quarter. This beneficiation option using gravity separation would produce a reduced tonnage of higher grade concentrates for processing in an agitated leach circuit. Testing of this higher grade concentrate by acid leaching would follow completion of the beneficiation work if results are positive."
So that leads us back to our latest announcement:
"During July Bannerman has received the results of.... preliminary flotation tests. These results have the potential to materially influence ... both the ultimate choice of processing route, and the scale of the plant concerned"
So looks like we have the potential to go full circle:
Sep 2007 - Scoping study recommends ATL processing
Sep 2008 - GFC hits ... Company looks at Heap Leaching
Jan 2009 - Company begins to test flotation beneficiation
Jul 2009 - Flotation beneficiation tests are positive
Study is now RE-LOOKING at ATL as a viable route to take, by adding in a flotation beneficiation tank to the circuit.
(= Agitated Tank Leach)
This cant be taken lightly, because they state quite clearly that:
"If confirmed to be technically & financially viable, an Agitated Leach Tank process flowsheet including a flotation circuit delivering a low mass pull concentrate would potentially be a lower cost & risk alternative to heap leaching."
The term: "delivering a low mass pull concentrate" basically means that separating the higher grade concentrate in the flotation tank means that a lesser mass, or volume is delivered to the next process on the flowsheet. Potentially they can then double the volume of concentrate going through in the same period, AND being higher grade, vastly increase the amount of u3o8 produced in the same time period.
Now this option is becoming more and more attractive as they continue to discover more higher grade ore at Oshivelli & Onkelo, and the world's economy improves, including uranium's outlook. To illustrate this, using a higher 200ppm cutoff, we have 93mlb at around 270ppm .... this is not including any of the recently announced higher grade ore found at Oshivelli & Onkelo. With that and current drilling included, we shouldnt have any trouble reaching a total around 120lbs of higher grader ore. This is enough to alone sustain a 12 year mining operation producing 8Mlbs per annum.
Ganz so einfach ist es nicht! Es gab wohl schlechte Resultat bei den recovery rates bzw. bei der Frage nach der richtigen Verarbeitung. PDN hat diese Probleme (crushing und leaching) im Produktionbeginn über Monate gehabt. Wegen des weicheren Gesteins (calcrete) in Langer Heinrich (und auch in Trekkopje) kann dort mit Laugentanks (heap leach oder alkali leaching) gearbeitet werden, Rössing (und Valencia), mit wesentlich härterem Gestein (Alaskite, uranium enriched Granit), arbeiten dagegen mit Säuretanks (acid leach). BMN war anfänglich bei Agitated Tank Leach (mit hohen Temperaturen, daher hoher Energieaufwand), kam im September 2008 zum Heap Leaching um dann jetzt doch nochmal ATL zu überprüfen!
Zu genau dieser Problematik hab ichbei hot copper ein interessantes Posting gefunden:
From the West Australian article:
"But favorable results from continued heap leach testwork and flotation testwork demanded full evaluation before finalising the preferred processing flowsheet."
From yesterday's announcement:
"Recent preliminary flotation tests have the potential to materially influence ... both the ultimate choice of processing route, and the scale of the plant concerned"
The market has IMO missed the awesome tenor of this announcement. Many "fringe" holders including traders, who were waiting for PFS results for a quick scalp have got off .. good riddance! But lets look back & see why this announcement is so good.
In September 2007, company releases Scoping Study results proposing a processing route involving conventional Agitated Tank Leach process, producing a maximum 8.8million lbs p/a. Then based on this study directors approve the BFS in May 2008. This study progresses through 2008, coinciding with the GFC and the freezing of debt availability, and the rapidly declining spot price. Suddenly massive changes in dept & profit dynamics, affecting every mining company, including BMN
So this brings us to grade .. if they could beneficiate, or increase the grade going into the mill, then it stands to reason that the project becomes more profitable. Even Rossing do this via the use of Radiometric sorting. But this is a very time consuming study. They stated back in September 08:
"Given the requirement to conduct very large scale trials on a range of potential ore types and crush sizes to obtain data consistent with feasibility study accuracy levels, testing of the radiometric sorting approach has been postponed until production is underway."
So beneficiation was being sidelined.
Hence in that same September 2008 quarterly, they first mention the consideration of the Heap Leach process in the BFS. This makes for common sense. The price of uranium has declined, BMN only has medium grade uranium by Namibian standards, and they will need to satisfy bankers & the market that the project can sustain a $500million CAPEX.
Heap Leach is much less capital intensive, so they will be able to develop the mine with less CAPEX. Then because heap leach is a "set & forget" process, OPEX is a lot less, as they dont have expensive tank maintenance, exorbitant power consumption for the 24/7 agitators, heaters, and pumps, and will use less man power. Because of this heap leach is very suitable for low-medium grade material. Areva will use it at Trekkopje with grades of only 140ppm.
So that was the direction we were going. Right up until yesterday management have stated - quoting from yesterday's announcement:
"The PFS has to this point identified a conventional open pit mining operation with an on/off heap leach pad as the preferred option for development of the 5-7Mlb u3o8 per annum Etango project"
But!! While they had scrapped the radiometic sorting, they had not given up on ATL using other forms of beneficiation as an option. From the January 09 quarterly:
"Gravity separation testwork to evaluate the generation of a high grade uranium concentrate commenced during the quarter. This beneficiation option using gravity separation would produce a reduced tonnage of higher grade concentrates for processing in an agitated leach circuit. Testing of this higher grade concentrate by acid leaching would follow completion of the beneficiation work if results are positive."
So that leads us back to our latest announcement:
"During July Bannerman has received the results of.... preliminary flotation tests. These results have the potential to materially influence ... both the ultimate choice of processing route, and the scale of the plant concerned"
So looks like we have the potential to go full circle:
Sep 2007 - Scoping study recommends ATL processing
Sep 2008 - GFC hits ... Company looks at Heap Leaching
Jan 2009 - Company begins to test flotation beneficiation
Jul 2009 - Flotation beneficiation tests are positive
Study is now RE-LOOKING at ATL as a viable route to take, by adding in a flotation beneficiation tank to the circuit.
(= Agitated Tank Leach)
This cant be taken lightly, because they state quite clearly that:
"If confirmed to be technically & financially viable, an Agitated Leach Tank process flowsheet including a flotation circuit delivering a low mass pull concentrate would potentially be a lower cost & risk alternative to heap leaching."
The term: "delivering a low mass pull concentrate" basically means that separating the higher grade concentrate in the flotation tank means that a lesser mass, or volume is delivered to the next process on the flowsheet. Potentially they can then double the volume of concentrate going through in the same period, AND being higher grade, vastly increase the amount of u3o8 produced in the same time period.
Now this option is becoming more and more attractive as they continue to discover more higher grade ore at Oshivelli & Onkelo, and the world's economy improves, including uranium's outlook. To illustrate this, using a higher 200ppm cutoff, we have 93mlb at around 270ppm .... this is not including any of the recently announced higher grade ore found at Oshivelli & Onkelo. With that and current drilling included, we shouldnt have any trouble reaching a total around 120lbs of higher grader ore. This is enough to alone sustain a 12 year mining operation producing 8Mlbs per annum.
Hallo @ all,
bin seit heute mit 5000 Stk. im Boot!
Auf eine gute performance!
LG
Vize
bin seit heute mit 5000 Stk. im Boot!
Auf eine gute performance!
LG
Vize
hallo leute...bin jetzt schon mehrere tage hier in D nicht fair bedient worden. wie macht ihr das so und wo habt ihr diesen zur zeit nicht sehr liquiden wert gekauft? die MM in D fordern eigentlich immer so 10% aufschlag zum ausikurs...
Antwort auf Beitrag Nr.: 37.710.253 von KMST am 04.08.09 20:12:11Dann order doch Down Under! Bei den meisten Online Brokern geht das mittlerweise ohne Probleme (war früher nur telefonisch möglich, jetzt online mit RT)! Gebühren liegen so bei 50 Euro je Order, bei Teilausführungen musst du aber Theater machen!
Je nach Ordergrösse ist es billiger in AUS zu ordern, als in D dem Makler über seinen Spread den neuen Porsche zu finanzieren...
Je nach Ordergrösse ist es billiger in AUS zu ordern, als in D dem Makler über seinen Spread den neuen Porsche zu finanzieren...
Antwort auf Beitrag Nr.: 37.711.632 von Dirkix am 04.08.09 23:20:39danke erstmal für die antwort, na sicher kann ich auch down under ordern nur da ich eigentlich immer von zeit zu zeit dazukaufe anstatt eine posi zu machen wäre das dann doch recht teuer
Antwort auf Beitrag Nr.: 37.712.047 von KMST am 05.08.09 07:05:22versuchs in canada!
Antwort auf Beitrag Nr.: 37.731.457 von commodityleviathan am 07.08.09 12:05:25ok, bin dabei. könnte jetzt langsam mal aufdrehen das gute stück.
schönes wochenende den wenigen interessierten hier
schönes wochenende den wenigen interessierten hier
Interview mit Carmel Daniele energyreport.com Sie is the founder of CD Capital and CIO of the CD Private Equity Natural Resources Fund.
http://www.theenergyreport.com/pub/na_u/1043?utm_source=stre…
TER: Are there any other companies that you can share with us at this time?
CD: Yes, there's Bannerman Resources Ltd. (TSX:BAN) (ASX:BMN), with uranium properties in Namibia. The reason I like it is because it's really close to Extract Resources Ltd. (TSX:EXT) (ASX:EXT), and when you compare the valuations of those two, you realize how undervalued Bannerman is. And the reason that Extract is valued a lot more than Bannerman is because Rio Tinto is interested in it.
TER: Yes. Is there a possibility that Rio Tinto would also be interested in Bannerman?
CD: I wouldn't be surprised. Yes, if they want to consolidate the region, but to date nothing's been announced.
TER: And is Bannerman currently producing or exploring?
CD: Not producing yet but it's the next significant large-scale uranium project due on line. It is targeting annual production of around 5 to 7 million pounds of uranium by 2011. And it's in a country where they're used to uranium mining; it's got low-cost production.
Ich verstehe auch nicht, warum EXT 2 bln Aussiedollar wert ist, und wir nur ein Bruchteil davon...
Im übrigen kann ich dass hier grad nicht fassen:
FORSYS heute (10.30 Uhr) 18.881 Aufrufe
BMN heute 13 Aufrufe!!!
Sind die alle irre???
http://www.theenergyreport.com/pub/na_u/1043?utm_source=stre…
TER: Are there any other companies that you can share with us at this time?
CD: Yes, there's Bannerman Resources Ltd. (TSX:BAN) (ASX:BMN), with uranium properties in Namibia. The reason I like it is because it's really close to Extract Resources Ltd. (TSX:EXT) (ASX:EXT), and when you compare the valuations of those two, you realize how undervalued Bannerman is. And the reason that Extract is valued a lot more than Bannerman is because Rio Tinto is interested in it.
TER: Yes. Is there a possibility that Rio Tinto would also be interested in Bannerman?
CD: I wouldn't be surprised. Yes, if they want to consolidate the region, but to date nothing's been announced.
TER: And is Bannerman currently producing or exploring?
CD: Not producing yet but it's the next significant large-scale uranium project due on line. It is targeting annual production of around 5 to 7 million pounds of uranium by 2011. And it's in a country where they're used to uranium mining; it's got low-cost production.
Ich verstehe auch nicht, warum EXT 2 bln Aussiedollar wert ist, und wir nur ein Bruchteil davon...
Im übrigen kann ich dass hier grad nicht fassen:
FORSYS heute (10.30 Uhr) 18.881 Aufrufe
BMN heute 13 Aufrufe!!!
Sind die alle irre???
ja, völlig unverständlich
die perlen finden kaum aufmerksamkeit
uk:GKP chart
interessiert hier auch niemanden
immer wieder das gleiche
die perlen finden kaum aufmerksamkeit
uk:GKP chart
interessiert hier auch niemanden
immer wieder das gleiche
also ich fühle mich hier eigentlich ganz wohl...bin mit meinem forsysgeld dort gut weg und hier gut rein gekommen. war wieder mal eine situation wo ich mir mal wieder selber gratulieren könnte
und eigentlich bin ich genau wegen dieser unterbewertung hier eingestiegen...somit stehen die chancen ja nicht schlecht das sich das ganze auch mal wieder normalisiert und somit ein nettes sümmchen rausspringt.
und eigentlich bin ich genau wegen dieser unterbewertung hier eingestiegen...somit stehen die chancen ja nicht schlecht das sich das ganze auch mal wieder normalisiert und somit ein nettes sümmchen rausspringt.
Antwort auf Beitrag Nr.: 37.855.315 von KMST am 26.08.09 13:59:02wegen dieser unterbewertung hier eingestiegen ... ganze auch mal wieder normalisiert
Hmmmm, ich plädiere eher für eine eklatante Überbewertung, statt für Normalisierung oder einen fairen Wert!
Sieh mal, EXT stiegt in gerade mal 9 Monaten von 38 Cent auf 5,80 Euro, also um über 1500 Prozent und erreicht dabei aktuell unfassbare 2 Miliarden AUD MKap!!!
Und was haben die? Eine Resource die diese Bewertung nicht rechtfertigt. PDN ist nur wenig teurer (2.8bln), und verdient schon Geld (mehr oder weniger...).
WME steigt in 3 Monaten von 3 Cent auf 15 Cent, wer will denn da eine faire Bewertung?!?
Die Frage ist doch nur, WANN wenn die Herde BMN entdeckt und die Stampede ans Laufen gerät...
So war es schon bei Paladin, Forsys, UraMin, etc.
Hmmmm, ich plädiere eher für eine eklatante Überbewertung, statt für Normalisierung oder einen fairen Wert!
Sieh mal, EXT stiegt in gerade mal 9 Monaten von 38 Cent auf 5,80 Euro, also um über 1500 Prozent und erreicht dabei aktuell unfassbare 2 Miliarden AUD MKap!!!
Und was haben die? Eine Resource die diese Bewertung nicht rechtfertigt. PDN ist nur wenig teurer (2.8bln), und verdient schon Geld (mehr oder weniger...).
WME steigt in 3 Monaten von 3 Cent auf 15 Cent, wer will denn da eine faire Bewertung?!?
Die Frage ist doch nur, WANN wenn die Herde BMN entdeckt und die Stampede ans Laufen gerät...
So war es schon bei Paladin, Forsys, UraMin, etc.
natürlich hast du recht...aber wenn alles andere überbewertet wäre würde der markt ja dieses ungleichniss auch einfach damit korrigieren können das alles fällt und wir hier so bleiben. damit verdienen wir aber leider auch kein geld
kleiner spaß am rande, ich freue mich schon darauf wenn die herde hier aufkreuzt. werde sie auf jeden fall freudig begrüßen und habe dann nen paar prozente vorsprung als polster falls das ganze zu volatil werden sollte.
und was extract angeht, das ist halt der sonderfall. uranium on steroids!
die werden auch nicht mehr allzuweit zurück kommen. die bohren jetzt wie die weltmeister auf ihrer mega liegenschaft und der bieterstreit wird weiter gehen. die top shareholder waren alle zusammen wieder im pp dabei und geben kein % ihrer anteile ab
kleiner spaß am rande, ich freue mich schon darauf wenn die herde hier aufkreuzt. werde sie auf jeden fall freudig begrüßen und habe dann nen paar prozente vorsprung als polster falls das ganze zu volatil werden sollte.
und was extract angeht, das ist halt der sonderfall. uranium on steroids!
die werden auch nicht mehr allzuweit zurück kommen. die bohren jetzt wie die weltmeister auf ihrer mega liegenschaft und der bieterstreit wird weiter gehen. die top shareholder waren alle zusammen wieder im pp dabei und geben kein % ihrer anteile ab
New process can cut costs at Bannerman’s Etango project
Written by Lienette Goosen
Friday, 28 August 2009 08:20
Positive results of recent preliminary flotation beneficiation tests by Bannerman Resources Limited (Bannerman) can add to cost savings and possibly have the spinoff of a longer life expectancy of the Etango uranium project.
Being the world’s second largest undeveloped uranium deposit in the hands of a junior company, the Etango project promises to give Bannerman its first stronghold in the uranium mining industry in Africa.
According to Peter Christians, Head of Bannerman in Namibia, a flotation beneficiation process would substantially influence the choice of processing flow sheet and the scale of the plant, thus potentially lowering capital and operating costs.
“If this process proves to be viable, it has the potential to lower capital and operating costs and to be an attractive alternative to a heap leaching operation,” he said.
Bannerman, an emerging uranium development company, holds interests in two properties in Namibia. Its principal asset is its 80%-owned Etango Project, located south west of Rössing, and its other project is the Swakop River Exploration Project, which almost encompasses the Langer Heinrich Uranium mine.
Christians also revealed the recent favourable resource estimates.
“The July 2009 Etango Project mineral resource estimate represents a 26% increase in the contained uranium compared with the previous February 2009 estimate,” he said.
Aiming for a preliminary feasibility study towards the end of the year and an application for a mining licence in the December quarter for the Etango Project, Bannerman is already well advanced on an environmental and social impact assessment (ESIA).
Taking into account the public comment on a public meeting on the ESIA on Rössing South last week in Swakopmund and the Etango Project located in the same vicinity near the moon landscape, the ESIA is of utmost importance as well as the upcoming public meetings in October.
“We are constantly aware that the project in located near to a popular tourist attraction. Therefore, we are taking special precautions to mitigate the visual impact the proposed mining may have in the area. We are already spending approximately N$ 120 000 per month on rehabilitating our drilling sites. This clean-up led to the establishment of a new self-supporting business venture, Elga Environmental. We are also a sponsor of Project Shine, an initiative to keep our desert and beaches clean,” Christians said.
“As this is our first entry into the mining sector in Namibia, we aim to invest into the local community and on a national level by making use of Namibian companies for many of our activities, including the ESIA studies and the drilling operations. Currently we are employing 29 people in Namibia of whom 28 are Namibians. We also give support in the form of bursaries in specific fields specifically related to our business. We are also sponsoring a local resident studying medicine at a South African university with the objective that this student returns as a qualified doctor to practice in the local community in Swakopmund,” he added.
The need for services, especially water and electricity, are yet another burning issue for residents in the Erongo region where most of the uranium mines and explorations are located.
According to Christians, Bannerman has already embarked on consultations with the different service providers.
“We are of the opinion that these services should be provided by the existing service providers in their specific fields but we are also looking at private enterprises with whom we can co-operate in this regard. An example is transport where we can use the same road as Langer-Heinrich but we can also perhaps join forces in maybe the construction of a railway line. Depending on our negotiations with TransNamib, we would prefer that the transport of the bulk consumables for the operation could be via rail.”
Subject to the granting of a mining license, environmental clearance and Bannerman Board approval, the construction of the Etango mine is planned for 2011/2012, followed by the commissioning of the mine and plant and production by 2013.
Written by Lienette Goosen
Friday, 28 August 2009 08:20
Positive results of recent preliminary flotation beneficiation tests by Bannerman Resources Limited (Bannerman) can add to cost savings and possibly have the spinoff of a longer life expectancy of the Etango uranium project.
Being the world’s second largest undeveloped uranium deposit in the hands of a junior company, the Etango project promises to give Bannerman its first stronghold in the uranium mining industry in Africa.
According to Peter Christians, Head of Bannerman in Namibia, a flotation beneficiation process would substantially influence the choice of processing flow sheet and the scale of the plant, thus potentially lowering capital and operating costs.
“If this process proves to be viable, it has the potential to lower capital and operating costs and to be an attractive alternative to a heap leaching operation,” he said.
Bannerman, an emerging uranium development company, holds interests in two properties in Namibia. Its principal asset is its 80%-owned Etango Project, located south west of Rössing, and its other project is the Swakop River Exploration Project, which almost encompasses the Langer Heinrich Uranium mine.
Christians also revealed the recent favourable resource estimates.
“The July 2009 Etango Project mineral resource estimate represents a 26% increase in the contained uranium compared with the previous February 2009 estimate,” he said.
Aiming for a preliminary feasibility study towards the end of the year and an application for a mining licence in the December quarter for the Etango Project, Bannerman is already well advanced on an environmental and social impact assessment (ESIA).
Taking into account the public comment on a public meeting on the ESIA on Rössing South last week in Swakopmund and the Etango Project located in the same vicinity near the moon landscape, the ESIA is of utmost importance as well as the upcoming public meetings in October.
“We are constantly aware that the project in located near to a popular tourist attraction. Therefore, we are taking special precautions to mitigate the visual impact the proposed mining may have in the area. We are already spending approximately N$ 120 000 per month on rehabilitating our drilling sites. This clean-up led to the establishment of a new self-supporting business venture, Elga Environmental. We are also a sponsor of Project Shine, an initiative to keep our desert and beaches clean,” Christians said.
“As this is our first entry into the mining sector in Namibia, we aim to invest into the local community and on a national level by making use of Namibian companies for many of our activities, including the ESIA studies and the drilling operations. Currently we are employing 29 people in Namibia of whom 28 are Namibians. We also give support in the form of bursaries in specific fields specifically related to our business. We are also sponsoring a local resident studying medicine at a South African university with the objective that this student returns as a qualified doctor to practice in the local community in Swakopmund,” he added.
The need for services, especially water and electricity, are yet another burning issue for residents in the Erongo region where most of the uranium mines and explorations are located.
According to Christians, Bannerman has already embarked on consultations with the different service providers.
“We are of the opinion that these services should be provided by the existing service providers in their specific fields but we are also looking at private enterprises with whom we can co-operate in this regard. An example is transport where we can use the same road as Langer-Heinrich but we can also perhaps join forces in maybe the construction of a railway line. Depending on our negotiations with TransNamib, we would prefer that the transport of the bulk consumables for the operation could be via rail.”
Subject to the granting of a mining license, environmental clearance and Bannerman Board approval, the construction of the Etango mine is planned for 2011/2012, followed by the commissioning of the mine and plant and production by 2013.
es gibt was zu lesen
217 seiten
NI 43-101 Technical Report on the Etango Project Resource
217 seiten
NI 43-101 Technical Report on the Etango Project Resource
15mtpa, wenn sich das bestätigt wird das ganze zu einem open pit monster. ich hoffe die bekommen wegen ihrer nähe zum national park die entsprechende lizenz
Antwort auf Beitrag Nr.: 37.892.583 von KMST am 01.09.09 12:30:37die sind im national park, aber das war bisher nicht ein Problem, sie machen da alles richtig, nicht eine Anmerkung bei der Vergabe der bisherigen EPLs, ausserdem ist der park wohl eher eine mehr oder weniger leere Wüste. Sicher auch mit empfindlicher Fauna, aber nicht mit zB den kanadischen National Parks zu vergleichen. Ich mache mir deswegen keine Sorgen und bisher Bannermann sowie die Regierung auch nicht.
In hc wurde das die letzten Tage durchdiskutiert
In hc wurde das die letzten Tage durchdiskutiert
NAMIBIA could become the world's leading supplier of uranium, a mineral that has saved the country from the worst in the global economic downturn. “Uranium has come just at the right time for Namibia. The country has been really lucky. Without uranium it would have been much harder hit by the global slowdown," said Robin Sherbourne, group economist at Old Mutual. "I project diamond exports to reach around 900 000 carats this year. That’s almost half it was last year. Diamond production was running down over the past few years anyway and diamond production still accounts for 6% of GDP,” he said. Sherbourne – in a presentation to South Africa’s Chamber of Mines – said it’s not inconceivable Namibia could become the world’s top producer within five years. Although uranium oxide production for first quarter 2009 fell 9,3% (and by value more than 35,4%) against final quarter 2008 it was still 22% higher on a year-on-year basis. A significant rise in output last year – to 10m lb – was thanks to strong performances from both Rossing and Langer Heinrich. With expansion at Rossing and Langer Heinrich, the Trekkopje mine being built by France’s Areva coming on stream next year and the other uranium mines, such as Valencia and Etango in the pipeline, production could rise to 42m lb by 2013. “The top producer – Australia – has a policy to limit its capacity, Canada has had some problems at their bigger mines and Kazakhstan has political issues, such as willy-nilly nationalisation, which makes it difficult for multinationals to invest. It’s a big if, but 42m lb/year would move Namibia to the top spot from its current fourth position if others don’t up their production,” says Sherbourne. In 2007 Namibia was the fifth-largest uranium producer. Other minerals and metals exports have also suffered. Export earnings from gold declined 19% during first quarter 2009 from the N$261m recorded during last quarter 2008. That was due to the volumes exported, which dropped by 26,2% quarter-on-quarter, while the price improved. Export values for silver and zinc concentrate also decreased significantly over the same period, recording declines of 67% and 46% respectively, the Bank of Namibia reported. Perhaps the hardest hit mining and resources sector was copper, with its chief operator in Namibia, Weatherly, mothballing all its mines. The company operates two subsidiaries: Namibian Custom Smelters (NCS) and Weatherly Mining Namibia. In third quarter 2008 copper market prices had dropped by almost two-thirds to around US$2 700/t, while Weatherly’s cost of mining was sitting at around $5 000/t. The London-listed company had closed its Kombat mine earlier in the year due to flooding and towards year-end 2008 closed its remaining four mines, including Matchless, Otjihase and Tsumeb, on care and maintenance: 643 workers were retrenched. By contrast, Weatherly’s Tsumeb Smelter – located in a tax-free Export Processing Zone – is busy expanding. During second quarter 2009 it treated 29 994t of concentrate, slightly up from the previous quarter. The majority of concentrate was sourced from its Chelopech mine in Bulgaria and the El Brocal mine in Peru. $6m will be spent this year upgrading the smelter to increase its capacity by roughly 40%. Mining exports totalled N$15,3bn last year and new investments in the sector were N$2,3bn. Last year was also the first since independence non-diamond mining’s contribution to Namibia’s GDP exceeded that of diamonds. Mining accounts for 12,4% of GDP (down from 18% at independence) and 61% of merchandise exports. While mining value-added at current prices have increased from around N$1bn in 1990 to currently more than N$7bn, Sherbourne says it’s become less labour-intensive, with a major contributor being Namdeb increasingly moving more of its production to the marine environment, which is much more mechanised than land-based diamond mining. ROYALTY CONCERNS From just under 14 000 workers in the industry at independence, 8 000 people currently employed in the sector as a whole. Investment in mining and exploration has also increased from around 3,1% of GDP in the Nineties to an average of 4,7% since 2002. An area of concern that could stymie Namibia’s uranium and mining expansion hopes is a controversial new royalty tax on the non-diamond mining sector (royalties on diamonds are 10%). First gazetted in 2004 at a massive 10% of revenue, it was reintroduced in 2006 after the industry balked at the rates and entered into negotiations with government. In April this year new royalty rates came into force under legislation passed at year-end 2009 replacing the rates gazetted in 2006. The rates remained the same: 3% of gross sales for precious metals, 3% for base and rare metals, 2% for semi-precious stones, industrial and non-nuclear fuel minerals. Uranium royalty is also set at 3% – with the one glaring exception of Rössing Uranium, which will pay 6% on gross sales. The higher rate for Rossing hasn’t been explained by government, says Sherbourne, but it’s understood it’s because Rössing is the only company that’s refused to pay royalties since they were introduced on 1 December 2006, claiming they were illegal under the previous legislation, the Minerals (Prospecting and Mining) Act of 1992. Royalty tax revenue will go some way towards making up for lost diamond revenues this year: the 2009/2010 budget estimates N$250m will be generated in this financial year alone. Sherbourne expects those taxes to go up in future to 5% to 10%, particularly if the uranium price increases. As a whole, Namibia’s mining industry paid N$1,6bn in taxes last year, excluding VAT and PAYE, and wages were $N1,5bn. Sherbourne says Namibia’s dependence on mining will only increase over time but government ownership in the sector is low. Rossing has 3% local ownership, at Namdeb 50% and at Samicor 8% but otherwise it’s mostly private and overseas owned. Sherbourne says foisting black empowerment shareholders on to companies may be equivalent to taxing it more highly and perhaps there should be a choice.
NAMIBIAN QUEST
High grade uranium hits continue for Australia's Bannerman
The Australian-based Namibian uranium explorer Bannerman has produced more strong drilling results, spiced with high grade intercepts, at the Oshiveli and Onkelo prospects within its Etango uranium project.
Author: Ross Louthean
Posted: Tuesday , 15 Sep 2009
PERTH -
After raising eyebrows with a series of high grade and profound uranium interceptions a few months ago Bannerman Resources Ltd (ASX: BMN, TSX: BAN & NSX: BAN) today released further evidence of major uranium plays at the Oshiveli and Onkelo prospects.
An additional 35 reverse circulation drill holes returned "further consistent results" with much of mineralisation being at shallow depths.
Bannerman's chief executive Len Jubber said these results were directed towards completion of a further mineral resource estimate as part of the ongoing feasibility study work for the Etango Project.
Latest drill hits included assays of 78 metres downhole grading 230 ppm U308; 36m @ 416 ppm, including 6m @ 2,037 ppm; 15m @ 531 ppm; 51m @ 255 ppm; 21m @ 365 ppm and 20m @ 540 ppm U308.
"These new infill and extensional drilling results reflect the contiguous nature of the Etango deposit and the potential to ultimately extend the proposed open pit from Anomaly A to Onkelo.
"Importantly, the drilling programme is achieving the objective of adding additional near-surface resources along the 6 kilometres of strike length."
Bannerman owns 80% of the Etango project, which is south west of Rio Tinto's Rössing uranium mine and is the west of Paladin Energy's new Langer-Heinrich mine.
The company described Etango as "one of the world's largest undeveloped uranium deposits" and said its aim was to develop a large open pit uranium operation.
Oshiveli and Onkelo are contiguous with the Anomaly A deposit and form the northern 3 km strike length of the 6 km long Etango Project uranium mineralisation.
Bannerman said today there remains a 375 metre long section between the Oshiveli and Onkelo prospects to be drilled during the remainder of the year.
A small manually portable diamond drilling rig has recently been obtained to drill test the thick alaskite dykes which outcrop at Oshiveli and Onkelo.
Bannerman has to date completed 136 RC drillholes for 36,180m at Oshiveli 92 RC drillholes for 18,983m at Onkelo.
http://www.mineweb.com/mineweb/view/mineweb/en/page72103?oid…
http://www.bannermanresources.com/i/pdf/Press%20Releases/BMN…
High grade uranium hits continue for Australia's Bannerman
The Australian-based Namibian uranium explorer Bannerman has produced more strong drilling results, spiced with high grade intercepts, at the Oshiveli and Onkelo prospects within its Etango uranium project.
Author: Ross Louthean
Posted: Tuesday , 15 Sep 2009
PERTH -
After raising eyebrows with a series of high grade and profound uranium interceptions a few months ago Bannerman Resources Ltd (ASX: BMN, TSX: BAN & NSX: BAN) today released further evidence of major uranium plays at the Oshiveli and Onkelo prospects.
An additional 35 reverse circulation drill holes returned "further consistent results" with much of mineralisation being at shallow depths.
Bannerman's chief executive Len Jubber said these results were directed towards completion of a further mineral resource estimate as part of the ongoing feasibility study work for the Etango Project.
Latest drill hits included assays of 78 metres downhole grading 230 ppm U308; 36m @ 416 ppm, including 6m @ 2,037 ppm; 15m @ 531 ppm; 51m @ 255 ppm; 21m @ 365 ppm and 20m @ 540 ppm U308.
"These new infill and extensional drilling results reflect the contiguous nature of the Etango deposit and the potential to ultimately extend the proposed open pit from Anomaly A to Onkelo.
"Importantly, the drilling programme is achieving the objective of adding additional near-surface resources along the 6 kilometres of strike length."
Bannerman owns 80% of the Etango project, which is south west of Rio Tinto's Rössing uranium mine and is the west of Paladin Energy's new Langer-Heinrich mine.
The company described Etango as "one of the world's largest undeveloped uranium deposits" and said its aim was to develop a large open pit uranium operation.
Oshiveli and Onkelo are contiguous with the Anomaly A deposit and form the northern 3 km strike length of the 6 km long Etango Project uranium mineralisation.
Bannerman said today there remains a 375 metre long section between the Oshiveli and Onkelo prospects to be drilled during the remainder of the year.
A small manually portable diamond drilling rig has recently been obtained to drill test the thick alaskite dykes which outcrop at Oshiveli and Onkelo.
Bannerman has to date completed 136 RC drillholes for 36,180m at Oshiveli 92 RC drillholes for 18,983m at Onkelo.
http://www.mineweb.com/mineweb/view/mineweb/en/page72103?oid…
http://www.bannermanresources.com/i/pdf/Press%20Releases/BMN…
Antwort auf Beitrag Nr.: 38.228.063 von Nissie am 22.10.09 07:16:57schönes ding, gute grades und ne neue zone mit einer weiteren in aussicht...wird zeit für nen reversal und ne trendfortsetzung.
ein top wert
heute wurde mit großem volumen in australien ein erster kleiner ausbruch geschafft. grund dafür dürften 3 verschiedene äußerst positive reports gewsene sein mit kurszielen alle samt über $2.70
digger and drillers report - bmn best buy
haywood kursziel $2.75 geblieben
dj carmichael $2.75
nächste woche ist dann auch die agm, da dürfte es auch die ein oder andere news noch geben die positiv überraschen könnte. das neue managment scheint ganz schön auf zack zu sein
digger and drillers report - bmn best buy
haywood kursziel $2.75 geblieben
dj carmichael $2.75
nächste woche ist dann auch die agm, da dürfte es auch die ein oder andere news noch geben die positiv überraschen könnte. das neue managment scheint ganz schön auf zack zu sein
Antwort auf Beitrag Nr.: 38.395.003 von KMST am 16.11.09 15:36:47Hast du Details darüber wie die ihre Kursziele berechnet haben?
Bei 240 mio shares fully Diluted und 2,70 Dollar sp komm ich auf 650 Mio Dollar MCap, das ist schon recht ordentlich...
Bei 240 mio shares fully Diluted und 2,70 Dollar sp komm ich auf 650 Mio Dollar MCap, das ist schon recht ordentlich...
d&d und carmichael bin ich dran und müsste ich diese woche erhalten.
haywood sind $2,90
http://www.haywood.com/pdffiles/MMNov22009.pdf
haywood sind $2,90
http://www.haywood.com/pdffiles/MMNov22009.pdf
Antwort auf Beitrag Nr.: 38.396.186 von KMST am 16.11.09 17:14:54Danke, aber deren Berechnung/Bewertungsansatz geht daraus leider nicht hervor! Mich hätte konkret interessiert, ob sie nur die 160 mio lbs in ground value nehmen, oder vielleicht schon mögliche ProdErlöse einrechnen, und damit von einer zukünftigen Mine ausgehen...
Antwort auf Beitrag Nr.: 38.396.186 von KMST am 16.11.09 17:14:54jetzt fehlt nur noch carmichael
The biggest and best known of these companies is
Extract Resources (ASX:EXT). With its promising
Rossing-South project, it has become the industry’s
“poster-child”, and has become a barometer for
general sentiment towards uranium.
You can see from the chart above that Extract’s
shares has increased in price by over 500% in
the last twelve months. It’s out-performed the All
Ordinaries and Bannerman (although I believe this is
why Bannerman currently has a lot more upside than
Extract, which is fully valued) Investors got a little
over-excited about Extract. It would be very hard to
recommend at current market price.
Which stock gives you the best value at these
prices? Take a look at Enterprise Value (EV). EV
values the whole company in terms of equity and
debt. For uranium companies, you can take it one
step further and analyse companies in terms of
enterprise value per pound.
Extract’s enterprise value per pound is also one
of the highest of all the explorers, with a value
as quoted by UBS analysts of US$8 per pound.
Looking at it with another metric, its current market
cap per pound of uranium is US$6.73 per pound of
uranium, and ranks very highly compared to other
similar explorers. When Extract Resources’ cash
costs are $23 per pound, the margin is $23 per
pound at current spot prices.
So the margins are 3.4 times greater than your
equity investment. This doesn’t properly reward you
for the five-year wait for dividends, as well as the
risk of no return.
It seems too expensive. So who else is there?
BANNERMAN RESOURCES (ASX: BMN)
My pick is Bannerman Resources (ASX:BMN). It’s this
month’s buy recommendation.
Very soon, investors are going to start sniffing
around for an alternative to Extract,
and in its shadows they will find
Bannerman, its more attractive,
slimmer cousin.
Bannerman is due to produce
uranium right on cue in 2013. Its
158 million pound resource is big
enough to qualify, and production of
7 million pounds a year will keep the
big buyers happy. It has an expected
life span of at least 15 years, and has
high enough grades (220ppm) to be
viable.
It is in the same geological zone as
Rossing South (mined by Extract),
and Rossing (mined by Rio Tinto).
This bodes well for future drilling
results and an expansion of the
resource, which would extend mine life.
Drilling results at Bannerman’s site at Etango
suggest a substantial resource already. The project
license covers a vast 500 square kilometre area.
Much of it has yet to be drill tested yet. More than
a dozen new targets have been identified and
drilling has now commenced. There is considerable
opportunity for the resource figures to start
increasing.
The enterprise value per pound is also the best
value I could find quoted, at just $0.90 per pound.
With a market cap of just $216 million, the market
cap per pound is currently only US$1.30. This is 80%
less than Extract’s.
The cash costs are higher than Extract with a value
of US$33. At the current spot price, there is a
smaller US$13 margin per pound.
But by buying Bannerman at US$1.30 per pound,
you get access to profits of US$13, which is a
staggering ten times the level of your investment.
This is calculated at today’s spot price. It is far more
likely that the spot price or long term price in four
years will be far higher than it is today and this ratio
would increase considerably.
This is a much better deal than Extract is offering.
I also like the financial position. Bannerman
Resources has a $30 million pile of cash at its
disposal. This enables it to pursue a Definitive
Feasibility Study as planned next year. This is done
to ensure the mine is a financially viable proposal
under different economic conditions, and is
essential to secure funding from the mine.
With total liabilities of $10.98 million, its net cash is
a healthy $18.72 million. This means at its current
market cap, the net cash to market cap ratio is 9%.
This compares to Extract, which has a ratio of just
2%.
Bannerman With Room to Move
Diggers and Drillers
6
Management is everything, of course. There’s not
much point in having a massive sail, if your man at
the rudder doesn’t know which way to point the
boat.
A great team took the helm a year ago. The CEO is
the highly competent Len Jubber. He worked as a
senior mining engineer in Rossing for years prior to
this, which is Rio’s similar uranium mine next door.
He is also a home-grown Namibian which helps.
Ronnie Beevor has joined the board, bringing five
years of crucial financial experience from working
as the head of investment banking for Rothschild,
and the knowledge he picked up as a director with
Oxiana. John Turney has become projector director.
John has 35 years of experience with companies like
Barrick Gold. So the team has plenty of “the right
stuff”.
Then why is it so cheap?
It seems that institutional investors are waiting on
the pre-feasibility study before investing. The PFS
is due very shortly. However all data released so far
is highly suggestive that Bannerman will clear the
PFS on all counts. It will then be able to use its cash
reserves to proceed with the definitive feasibility
study.
Results of tests done on processing options are
looking good. The geology lends itself to efficient
processing. There is little marble and is quite
porous. Heap leaching achieved 91% recovery of
uranium from the ore. Flotation and agitated tank
leach processing uses less acid so is cheaper and
less risky, and this achieved similar recovery rates.
Then excellent recent drilling results at news sites
at Onkelo and Oshiveli have improved the mine’s
feasibility further. The resource size has a great deal
of upside.
So what are the risks?
Many risk factors are beyond the control of any
company. Country risks cover external events like
the development of social disorder, sovereign
insolvency, or extreme weather events like flooding
occurring.
Industry risks include risks of things like a major
new supplier of uranium unexpectedly entering the
market in the next five years. It is highly improbable
as it takes a long time to develop a mine, but it is
not impossible.
Then there is the risk that energy policy steers away
from nuclear altogether and that there will be a
surplus of uranium. This is also unlikely, as there are
already many nuclear plants being built, and many
more planned or proposed. Also there is the risk
that the uranium price falls and remains below a
level that the mine is economically feasible.
Last of all there is company risk, which include any
factor within the company. I think there is little risk of
the pre-feasibility statements causing any problems,
or the feasibility statement slowing down the good
rate of progress already established.
However, the key risk here is the management
failing to secure capital as planned in 2011 to
build the mine. Not because of any failing of
the company, but because of a difficult credit
environment. It is impossible to say how hard it will
be.
What is more likely though is Bannerman agreeing
on a loan that incorporated off-take agreements
with the loaning country. However, there will be
plenty of offers from utilities in countries such as
China, Japan and South Korea.
As with any investment, there is always the risk that
you may lose all the money you invested, so don’t
invest anything you can’t afford to lose. That said,
I believe the potential rewards far outweigh the
potential risks.
Action to take: Buy at Bannerman Resources
(ASX:BMN) for $1.15 or less. Use a stop loss at
$0.85.
The biggest and best known of these companies is
Extract Resources (ASX:EXT). With its promising
Rossing-South project, it has become the industry’s
“poster-child”, and has become a barometer for
general sentiment towards uranium.
You can see from the chart above that Extract’s
shares has increased in price by over 500% in
the last twelve months. It’s out-performed the All
Ordinaries and Bannerman (although I believe this is
why Bannerman currently has a lot more upside than
Extract, which is fully valued) Investors got a little
over-excited about Extract. It would be very hard to
recommend at current market price.
Which stock gives you the best value at these
prices? Take a look at Enterprise Value (EV). EV
values the whole company in terms of equity and
debt. For uranium companies, you can take it one
step further and analyse companies in terms of
enterprise value per pound.
Extract’s enterprise value per pound is also one
of the highest of all the explorers, with a value
as quoted by UBS analysts of US$8 per pound.
Looking at it with another metric, its current market
cap per pound of uranium is US$6.73 per pound of
uranium, and ranks very highly compared to other
similar explorers. When Extract Resources’ cash
costs are $23 per pound, the margin is $23 per
pound at current spot prices.
So the margins are 3.4 times greater than your
equity investment. This doesn’t properly reward you
for the five-year wait for dividends, as well as the
risk of no return.
It seems too expensive. So who else is there?
BANNERMAN RESOURCES (ASX: BMN)
My pick is Bannerman Resources (ASX:BMN). It’s this
month’s buy recommendation.
Very soon, investors are going to start sniffing
around for an alternative to Extract,
and in its shadows they will find
Bannerman, its more attractive,
slimmer cousin.
Bannerman is due to produce
uranium right on cue in 2013. Its
158 million pound resource is big
enough to qualify, and production of
7 million pounds a year will keep the
big buyers happy. It has an expected
life span of at least 15 years, and has
high enough grades (220ppm) to be
viable.
It is in the same geological zone as
Rossing South (mined by Extract),
and Rossing (mined by Rio Tinto).
This bodes well for future drilling
results and an expansion of the
resource, which would extend mine life.
Drilling results at Bannerman’s site at Etango
suggest a substantial resource already. The project
license covers a vast 500 square kilometre area.
Much of it has yet to be drill tested yet. More than
a dozen new targets have been identified and
drilling has now commenced. There is considerable
opportunity for the resource figures to start
increasing.
The enterprise value per pound is also the best
value I could find quoted, at just $0.90 per pound.
With a market cap of just $216 million, the market
cap per pound is currently only US$1.30. This is 80%
less than Extract’s.
The cash costs are higher than Extract with a value
of US$33. At the current spot price, there is a
smaller US$13 margin per pound.
But by buying Bannerman at US$1.30 per pound,
you get access to profits of US$13, which is a
staggering ten times the level of your investment.
This is calculated at today’s spot price. It is far more
likely that the spot price or long term price in four
years will be far higher than it is today and this ratio
would increase considerably.
This is a much better deal than Extract is offering.
I also like the financial position. Bannerman
Resources has a $30 million pile of cash at its
disposal. This enables it to pursue a Definitive
Feasibility Study as planned next year. This is done
to ensure the mine is a financially viable proposal
under different economic conditions, and is
essential to secure funding from the mine.
With total liabilities of $10.98 million, its net cash is
a healthy $18.72 million. This means at its current
market cap, the net cash to market cap ratio is 9%.
This compares to Extract, which has a ratio of just
2%.
Bannerman With Room to Move
Diggers and Drillers
6
Management is everything, of course. There’s not
much point in having a massive sail, if your man at
the rudder doesn’t know which way to point the
boat.
A great team took the helm a year ago. The CEO is
the highly competent Len Jubber. He worked as a
senior mining engineer in Rossing for years prior to
this, which is Rio’s similar uranium mine next door.
He is also a home-grown Namibian which helps.
Ronnie Beevor has joined the board, bringing five
years of crucial financial experience from working
as the head of investment banking for Rothschild,
and the knowledge he picked up as a director with
Oxiana. John Turney has become projector director.
John has 35 years of experience with companies like
Barrick Gold. So the team has plenty of “the right
stuff”.
Then why is it so cheap?
It seems that institutional investors are waiting on
the pre-feasibility study before investing. The PFS
is due very shortly. However all data released so far
is highly suggestive that Bannerman will clear the
PFS on all counts. It will then be able to use its cash
reserves to proceed with the definitive feasibility
study.
Results of tests done on processing options are
looking good. The geology lends itself to efficient
processing. There is little marble and is quite
porous. Heap leaching achieved 91% recovery of
uranium from the ore. Flotation and agitated tank
leach processing uses less acid so is cheaper and
less risky, and this achieved similar recovery rates.
Then excellent recent drilling results at news sites
at Onkelo and Oshiveli have improved the mine’s
feasibility further. The resource size has a great deal
of upside.
So what are the risks?
Many risk factors are beyond the control of any
company. Country risks cover external events like
the development of social disorder, sovereign
insolvency, or extreme weather events like flooding
occurring.
Industry risks include risks of things like a major
new supplier of uranium unexpectedly entering the
market in the next five years. It is highly improbable
as it takes a long time to develop a mine, but it is
not impossible.
Then there is the risk that energy policy steers away
from nuclear altogether and that there will be a
surplus of uranium. This is also unlikely, as there are
already many nuclear plants being built, and many
more planned or proposed. Also there is the risk
that the uranium price falls and remains below a
level that the mine is economically feasible.
Last of all there is company risk, which include any
factor within the company. I think there is little risk of
the pre-feasibility statements causing any problems,
or the feasibility statement slowing down the good
rate of progress already established.
However, the key risk here is the management
failing to secure capital as planned in 2011 to
build the mine. Not because of any failing of
the company, but because of a difficult credit
environment. It is impossible to say how hard it will
be.
What is more likely though is Bannerman agreeing
on a loan that incorporated off-take agreements
with the loaning country. However, there will be
plenty of offers from utilities in countries such as
China, Japan and South Korea.
As with any investment, there is always the risk that
you may lose all the money you invested, so don’t
invest anything you can’t afford to lose. That said,
I believe the potential rewards far outweigh the
potential risks.
Action to take: Buy at Bannerman Resources
(ASX:BMN) for $1.15 or less. Use a stop loss at
$0.85.
Antwort auf Beitrag Nr.: 38.399.936 von Ikar am 17.11.09 08:00:32Danke!!! Wirklich mal ein super Artikel! Müssten wir eigentlich gleich bei Extract einstellen...
Antwort auf Beitrag Nr.: 38.401.230 von Dirkix am 17.11.09 11:13:20carmichael ist bei mir eingetroffen...ihr zwei könnte mir ja inbox eure mailadresse geben dann schick ich den euch. in dem report sind tabellen und berechnungen die es durch copy und paste irgendwie zerpflückt
morgen agm und heute ist der kurs schon im vorfeld dazu angezogen...von mir aus kann es jetzt so weiter gehen
was aber die meldungen der asx immer sollen ist mir schleierhaft, andere werte machen da 3mal soviel ohne so nen quatsch
was aber die meldungen der asx immer sollen ist mir schleierhaft, andere werte machen da 3mal soviel ohne so nen quatsch
Den Ex-Chef von Rössing eingekauft...
Bannerman Appoints Dr David Smith To The Board
Perth, Australia - Bannerman Resources Limited (ASX: BMN, TSX: BAN, NSX: BMN) is pleased to announce the appointment of senior mining executive Dr David Smith as a Non-Executive Director with effect from November 25, 2009.
Dr Smith has over 30 years' of technical, operational and senior management experience within the Rio Tinto organisation. He was until recently the President of Rio Tinto Atlantic covering the Simondou Project in Guinea, West Africa. Prior to that, he was Managing Director of Rio Tinto's Pilbara iron ore operations in Western Australia comprising Hamersley Iron and Robe River Mining, together the second largest iron ore producing operation in the world. Dr Smith was responsible for all operational aspects including integrating the two business units and steering their growth as well as improving safety and indigenous employment. Dr Smith also chaired a joint venture involving Chinese interests.
Prior to Dr Smith's appointment to Rio Tinto's iron ore operations in 2001, he was the Chief Executive Officer of Rössing Uranium Limited in Namibia responsible for annual sales of over 5 Mlbs of uranium oxide to power utilities worldwide. Dr Smith oversaw programs which achieved significant operational and corporate improvements as well as new uranium sales contracts. He also chaired the Rössing Foundation, a key component of Rio Tinto's corporate social responsibility activity in Namibia.
Dr Smith is a qualified metallurgist residing in Perth, Western Australia, and his formal qualifications include a Bachelor of Science and Ph.D. in Metallurgy from the University of New South Wales in Australia.
Bannerman's Chairman, Geoff Stanley, said: "David's extensive operating and development experience and, in particular, his experience in Namibia as CEO of Rössing Uranium, will be of substantial value to Bannerman during the development phase of the Etango Project. The appointment further transitions the Board to one capable of providing relevant governance, strategic and operational oversight while Bannerman pursues development of one of the world's largest uranium deposits. The existing Board members warmly welcome David and look forward to working closely with him."
Bannerman's Managing Director and CEO, Len Jubber, also said: "In addition to David's operational and development experience, his demonstrated success in building government relationships and community-related partnerships will greatly enhance Bannerman's ability to maximise the value of the Etango Project for all stakeholders."
Bannerman Appoints Dr David Smith To The Board
Perth, Australia - Bannerman Resources Limited (ASX: BMN, TSX: BAN, NSX: BMN) is pleased to announce the appointment of senior mining executive Dr David Smith as a Non-Executive Director with effect from November 25, 2009.
Dr Smith has over 30 years' of technical, operational and senior management experience within the Rio Tinto organisation. He was until recently the President of Rio Tinto Atlantic covering the Simondou Project in Guinea, West Africa. Prior to that, he was Managing Director of Rio Tinto's Pilbara iron ore operations in Western Australia comprising Hamersley Iron and Robe River Mining, together the second largest iron ore producing operation in the world. Dr Smith was responsible for all operational aspects including integrating the two business units and steering their growth as well as improving safety and indigenous employment. Dr Smith also chaired a joint venture involving Chinese interests.
Prior to Dr Smith's appointment to Rio Tinto's iron ore operations in 2001, he was the Chief Executive Officer of Rössing Uranium Limited in Namibia responsible for annual sales of over 5 Mlbs of uranium oxide to power utilities worldwide. Dr Smith oversaw programs which achieved significant operational and corporate improvements as well as new uranium sales contracts. He also chaired the Rössing Foundation, a key component of Rio Tinto's corporate social responsibility activity in Namibia.
Dr Smith is a qualified metallurgist residing in Perth, Western Australia, and his formal qualifications include a Bachelor of Science and Ph.D. in Metallurgy from the University of New South Wales in Australia.
Bannerman's Chairman, Geoff Stanley, said: "David's extensive operating and development experience and, in particular, his experience in Namibia as CEO of Rössing Uranium, will be of substantial value to Bannerman during the development phase of the Etango Project. The appointment further transitions the Board to one capable of providing relevant governance, strategic and operational oversight while Bannerman pursues development of one of the world's largest uranium deposits. The existing Board members warmly welcome David and look forward to working closely with him."
Bannerman's Managing Director and CEO, Len Jubber, also said: "In addition to David's operational and development experience, his demonstrated success in building government relationships and community-related partnerships will greatly enhance Bannerman's ability to maximise the value of the Etango Project for all stakeholders."
super news...mal sehen was die fat prophets heute nacht dazu raus bringen. die haben auch ne menge leute in australien die deren tips empfangen
Jubber outlines plan for Etango uranium mine
Nov 25, 2009 (The West Australian - ABIX via COMTEX) -- BNNLF | Quote | Chart | News | PowerRating -- Uranium mining proponent Bannerman Resources has staged its 2009 AGM, with CEO Len Jubber updating investors on the progress for the Etango development in Namibia. He reported strong interest by Asian nuclear energy generators in becoming involved in the debt financing stage, and said that after the necessary mining licence has been secured initial production is scheduled for 2013. A feasibility study is due in early 2010.
Publication Date: 25 November 2009
BANNERMAN RESOURCES LIMITED - ASX BMN
Nov 25, 2009 (The West Australian - ABIX via COMTEX) -- BNNLF | Quote | Chart | News | PowerRating -- Uranium mining proponent Bannerman Resources has staged its 2009 AGM, with CEO Len Jubber updating investors on the progress for the Etango development in Namibia. He reported strong interest by Asian nuclear energy generators in becoming involved in the debt financing stage, and said that after the necessary mining licence has been secured initial production is scheduled for 2013. A feasibility study is due in early 2010.
Publication Date: 25 November 2009
BANNERMAN RESOURCES LIMITED - ASX BMN
o man ist das frustrierend...das ganze ist doch wirklich ne ecke übertrieben oder hat auch hier der markt recht?
Antwort auf Beitrag Nr.: 38.567.795 von KMST am 15.12.09 09:52:59warum sinkt bannerman so übertrieben?
die fs so negativ?
es fehlt noch die minenlizenz und dann kann es bald losgehen.
der kurs von bannerman sollte sich erholen und wird sicher bald wieder über 1 cad sein.
hätte ich cash, würde ich bei bmn bzw. ban sofort rein.
die fs so negativ?
es fehlt noch die minenlizenz und dann kann es bald losgehen.
der kurs von bannerman sollte sich erholen und wird sicher bald wieder über 1 cad sein.
hätte ich cash, würde ich bei bmn bzw. ban sofort rein.
Antwort auf Beitrag Nr.: 38.574.051 von commodityleviathan am 15.12.09 22:29:48bin am überlegen diese woche zu verdoppeln. nur wäre mein depot dann bissel von der gewichtung aus den fugen geraten. wollte eigentlich keinen einzelwert so überwerten.
Antwort auf Beitrag Nr.: 38.574.051 von commodityleviathan am 15.12.09 22:29:48die fs so negativ?
Hast du sie nicht gelesen? Die Investitionen wesentlich höher als gedacht, den Zeitplan nach hinten verschoben (late 2013), die Kosten gestiegen, die Erlöse gesunken...
PFS Highlights
Preferred route is agitated-tank leaching of a high-grade (3,500-4,000ppm U3O8) flotation concentrate.
Pre-tax internal rate of return of 22% for flotation concentrate leaching and payback period of 3-4 years based on a long term uranium price of US$70/lb U3O8.
Production estimated to commence in late 2013 with modelled output of 5-7Mlbs U3O8 per annum over a +16 year mine life.
Updated mineral resource estimate using a modelling technique more closely aligned with the style of envisaged open pit mining results in a 10% increase in overall grade and reductions in tonnage and metal content of 13% and 5% respectively.
Incorporation of resource definition drilling reported since mid-2009 into the resource model is expected to expand the resource estimate further.
Overall processing recoveries of over 90% for flotation concentrate leaching.
Expected capital costs of US$555 million for flotation concentrate leaching.
Expected operating costs for flotation concentrate leaching of US$38/lb U3O8 in the first five years, with an average life-of-mine cost of US$41/lb U3O8.
Key opportunities to improve project economics and extend mine life through a range of resource expansion, mine scheduling, processing flowsheet optimisation and other initiatives.
No substantial legislative, environmental or social impediments for project development identified to date, with local community support having been received.
On schedule for lodgement of a mining licence application by the end of 2009.
DFS commences with a three month confirmatory metallurgical testwork program and final processing route decision scheduled for the end of the March 2010 quarter. DFS completion scheduled for a development decision in early 2011.
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=473934
Hast du sie nicht gelesen? Die Investitionen wesentlich höher als gedacht, den Zeitplan nach hinten verschoben (late 2013), die Kosten gestiegen, die Erlöse gesunken...
PFS Highlights
Preferred route is agitated-tank leaching of a high-grade (3,500-4,000ppm U3O8) flotation concentrate.
Pre-tax internal rate of return of 22% for flotation concentrate leaching and payback period of 3-4 years based on a long term uranium price of US$70/lb U3O8.
Production estimated to commence in late 2013 with modelled output of 5-7Mlbs U3O8 per annum over a +16 year mine life.
Updated mineral resource estimate using a modelling technique more closely aligned with the style of envisaged open pit mining results in a 10% increase in overall grade and reductions in tonnage and metal content of 13% and 5% respectively.
Incorporation of resource definition drilling reported since mid-2009 into the resource model is expected to expand the resource estimate further.
Overall processing recoveries of over 90% for flotation concentrate leaching.
Expected capital costs of US$555 million for flotation concentrate leaching.
Expected operating costs for flotation concentrate leaching of US$38/lb U3O8 in the first five years, with an average life-of-mine cost of US$41/lb U3O8.
Key opportunities to improve project economics and extend mine life through a range of resource expansion, mine scheduling, processing flowsheet optimisation and other initiatives.
No substantial legislative, environmental or social impediments for project development identified to date, with local community support having been received.
On schedule for lodgement of a mining licence application by the end of 2009.
DFS commences with a three month confirmatory metallurgical testwork program and final processing route decision scheduled for the end of the March 2010 quarter. DFS completion scheduled for a development decision in early 2011.
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=473934
Mining Licence Application Lodged
Dem Management scheint auch aufgefallen zu sein, dass die PFS von den Anlegern etwas verschnupft aufgenommen worden ist. In den News zur Ankündigung der Minenlizenzbeantragung (falls das denn überhaupt News sind ..?) wurden daher alle Kritikpunkte angesprochen (Kosten, Uranpreis, usw.).
Finde ich gut, auf die Kritik von Seiten der Anleger einzugehen!
BANNERMAN LODGES ETANGO PROJECT MINING LICENCE APPLICATION
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN, NSX: BMN) is pleased to announce that it has lodged a mining licence application for its 80%-owned Etango Project in Namibia, southwestern Africa.
The application was lodged with the Namibian Ministry of Mines and Energy to enable development of the Etango Project located on Bannerman’s Exclusive Prospecting Licence EPL 3345. In conjunction with this application, Bannerman has lodged with the Namibian Ministry of Environment and Tourism an Environmental and Social Impact Assessment conducted by independent environmental consultants A. Speiser Environmental Consultants CC and peer-reviewed by Environmental Resource Management and the Southern African Institute of Environmental Assessment.
Bannerman recently released the results of its Preliminary Feasibility Study (PFS) on the Etango Project and announced its intention to immediately proceed to a Definitive Feasibility Study (DFS). The release of the PFS is a very important milestone for the Company as Bannerman advances the Etango Project towards commencement of construction in 2011 and production in 2013.
Bannerman’s CEO, Mr Len Jubber, has recently been interviewed by Boardroom Radio regarding the Etango Project PFS. Investors can access this brief interview by pasting www.brr.com.au/event/63322 into their web browser.
Bannerman has received a substantial number of investor queries following the announcement of the PFS and, in response, believes it is important to highlight the following key points:
Ø Relevant uranium price – Long term contract prices have been in the range US$62-70/lb U3O8 in 2009. Bannerman has assessed the project on the basis of a long term contract price of US$70/lb U3O8. Uranium producers sell the vast majority of their production into long term contracts with end-users, typically nuclear power generating utilities which require security of supply. Also, the Etango Project is scheduled to commence production in 2013 in line with generally anticipated strengthening uranium demand/supply fundamentals as a result of significant nuclear reactor build programs in China, India and various other Asian and European countries, and a reduction in secondary supplies. The U3O8 spot market represents a minor proportion of transacted U3O8 volumes and it is therefore inappropriate to assess the viability of the Etango Project by reference to the spot price.
Ø Targeted resource upgrade – Drilling completed and reported by the Company since mid-2009 is not included in the resource model used for the PFS analysis. This drilling has focused on infilling the northern parts of the Etango deposit. Incorporation of this drilling is expected to enable more near-surface and potentially higher grade and lower cost material to be included in the mine plan in the early years, over and above expanding the resource estimate.
Ø Reductions in operating costs – Moving into the DFS will enable more detailed analysis of opportunities to reduce operating costs and, in particular, the focus will be on the following:
Ø further optimisation of the mine design and mining schedule based on the updated resource model;
Ø reduction in mining unit costs through the utilisation of larger equipment and electrically-powered haul trucks;
Ø sourcing of competitively tendered contract mining quotes and detailed analysis of an owner-mining strategy to further reduce mining unit costs, including capital and operating cost trade-off analysis;
Ø optimisation of the processing circuit focusing on reducing the consumption of flotation reagents and sulphuric acid;
Ø access to third party infrastructure in the local region for key consumables, including acid
Ø synergies through the sharing of key infrastructure
Ø Expected increases in mine life and life-of-mine production – The updated resource model will be re-optimised for the higher (+90%) processing recoveries achievable with the flotation concentrate leaching process. In particular, opportunities exist for further pit expansions to add to life-of-mine production given that the next two optimised open pit shells beyond the current PFS mine design contain approximately 35 million tonnes of mineralised material.
Ø Potential for satellite pits – Bannerman also recently reported the latest set of results for drilling activities adjacent to the existing resource area, including the recently discovered Hyena Prospect. The Company has for the last two years concentrated almost entirely on resource definition drilling, and the recently reported results reflect the initial phases of drilling under the desert sand cover. Further evaluation is being undertaken to determine the follow-up drilling plan. Bannerman considers the exploration in these areas to be very prospective and will be continuing with these near-Project drilling programs in 2010.
The Etango Project is one of the world’s largest undeveloped uranium deposits located in a premier uranium mining jurisdiction, offering long term security of supply for end-users within the timeframe in which there is growing consensus that supply will be constrained as the nuclear renaissance gathers momentum. The Company’s activities over the next three months will focus on the above DFS initiatives and shareholders will be updated regularly regarding the progress made.
- Am wichtigsten sind Uranpreise und die besseren Fundamentals 2012!
- Die Kostenreduktion und die Verbesserung des Minendesigns sind eigentlich basics, die hätten nicht mit veröffentlicht werden brauchen.
- Auch die Verlängerung der Minenlaufzeit ist bestenfalls nice to have, aber bringt nichts, denn wenn man die zukünftigen Erträge 10% abzist bleibt da nichts mehr übrig...
- Die Möglichkeit von Satellit Pits spart Verarbeitungsanlagen, bietet aber die Möglichkeit zuerst das high grade ore zu verarbeiten, statt sich der Reihe nach vorzuarbeiten.
- Fraglich ist für mich, was mit access to third party infrastructure und sharing of key infrastructure gemeint ist...
BMN wir wohl kaum die VerabAnlage von AREVA/Trekkoje oder Rio/Rössing mitnutzen können.
Dem Management scheint auch aufgefallen zu sein, dass die PFS von den Anlegern etwas verschnupft aufgenommen worden ist. In den News zur Ankündigung der Minenlizenzbeantragung (falls das denn überhaupt News sind ..?) wurden daher alle Kritikpunkte angesprochen (Kosten, Uranpreis, usw.).
Finde ich gut, auf die Kritik von Seiten der Anleger einzugehen!
BANNERMAN LODGES ETANGO PROJECT MINING LICENCE APPLICATION
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN, NSX: BMN) is pleased to announce that it has lodged a mining licence application for its 80%-owned Etango Project in Namibia, southwestern Africa.
The application was lodged with the Namibian Ministry of Mines and Energy to enable development of the Etango Project located on Bannerman’s Exclusive Prospecting Licence EPL 3345. In conjunction with this application, Bannerman has lodged with the Namibian Ministry of Environment and Tourism an Environmental and Social Impact Assessment conducted by independent environmental consultants A. Speiser Environmental Consultants CC and peer-reviewed by Environmental Resource Management and the Southern African Institute of Environmental Assessment.
Bannerman recently released the results of its Preliminary Feasibility Study (PFS) on the Etango Project and announced its intention to immediately proceed to a Definitive Feasibility Study (DFS). The release of the PFS is a very important milestone for the Company as Bannerman advances the Etango Project towards commencement of construction in 2011 and production in 2013.
Bannerman’s CEO, Mr Len Jubber, has recently been interviewed by Boardroom Radio regarding the Etango Project PFS. Investors can access this brief interview by pasting www.brr.com.au/event/63322 into their web browser.
Bannerman has received a substantial number of investor queries following the announcement of the PFS and, in response, believes it is important to highlight the following key points:
Ø Relevant uranium price – Long term contract prices have been in the range US$62-70/lb U3O8 in 2009. Bannerman has assessed the project on the basis of a long term contract price of US$70/lb U3O8. Uranium producers sell the vast majority of their production into long term contracts with end-users, typically nuclear power generating utilities which require security of supply. Also, the Etango Project is scheduled to commence production in 2013 in line with generally anticipated strengthening uranium demand/supply fundamentals as a result of significant nuclear reactor build programs in China, India and various other Asian and European countries, and a reduction in secondary supplies. The U3O8 spot market represents a minor proportion of transacted U3O8 volumes and it is therefore inappropriate to assess the viability of the Etango Project by reference to the spot price.
Ø Targeted resource upgrade – Drilling completed and reported by the Company since mid-2009 is not included in the resource model used for the PFS analysis. This drilling has focused on infilling the northern parts of the Etango deposit. Incorporation of this drilling is expected to enable more near-surface and potentially higher grade and lower cost material to be included in the mine plan in the early years, over and above expanding the resource estimate.
Ø Reductions in operating costs – Moving into the DFS will enable more detailed analysis of opportunities to reduce operating costs and, in particular, the focus will be on the following:
Ø further optimisation of the mine design and mining schedule based on the updated resource model;
Ø reduction in mining unit costs through the utilisation of larger equipment and electrically-powered haul trucks;
Ø sourcing of competitively tendered contract mining quotes and detailed analysis of an owner-mining strategy to further reduce mining unit costs, including capital and operating cost trade-off analysis;
Ø optimisation of the processing circuit focusing on reducing the consumption of flotation reagents and sulphuric acid;
Ø access to third party infrastructure in the local region for key consumables, including acid
Ø synergies through the sharing of key infrastructure
Ø Expected increases in mine life and life-of-mine production – The updated resource model will be re-optimised for the higher (+90%) processing recoveries achievable with the flotation concentrate leaching process. In particular, opportunities exist for further pit expansions to add to life-of-mine production given that the next two optimised open pit shells beyond the current PFS mine design contain approximately 35 million tonnes of mineralised material.
Ø Potential for satellite pits – Bannerman also recently reported the latest set of results for drilling activities adjacent to the existing resource area, including the recently discovered Hyena Prospect. The Company has for the last two years concentrated almost entirely on resource definition drilling, and the recently reported results reflect the initial phases of drilling under the desert sand cover. Further evaluation is being undertaken to determine the follow-up drilling plan. Bannerman considers the exploration in these areas to be very prospective and will be continuing with these near-Project drilling programs in 2010.
The Etango Project is one of the world’s largest undeveloped uranium deposits located in a premier uranium mining jurisdiction, offering long term security of supply for end-users within the timeframe in which there is growing consensus that supply will be constrained as the nuclear renaissance gathers momentum. The Company’s activities over the next three months will focus on the above DFS initiatives and shareholders will be updated regularly regarding the progress made.
- Am wichtigsten sind Uranpreise und die besseren Fundamentals 2012!
- Die Kostenreduktion und die Verbesserung des Minendesigns sind eigentlich basics, die hätten nicht mit veröffentlicht werden brauchen.
- Auch die Verlängerung der Minenlaufzeit ist bestenfalls nice to have, aber bringt nichts, denn wenn man die zukünftigen Erträge 10% abzist bleibt da nichts mehr übrig...
- Die Möglichkeit von Satellit Pits spart Verarbeitungsanlagen, bietet aber die Möglichkeit zuerst das high grade ore zu verarbeiten, statt sich der Reihe nach vorzuarbeiten.
- Fraglich ist für mich, was mit access to third party infrastructure und sharing of key infrastructure gemeint ist...
BMN wir wohl kaum die VerabAnlage von AREVA/Trekkoje oder Rio/Rössing mitnutzen können.
Heute ist AREVA mit 10% bei Marenica Energy (MEY) besser bekannt unter dem alten Namen West Australian Metals (WME) eingestiegen.
Damit haben die Franzosen in Namibia bereits eine Uranmine komplett übernommen (UraMin) und bei einer Zweiten (eben MEY) den Fuss in der Tür.
Andere Interessenten an namibischen Uranminen (China, Japan, Russland, oder auch Firmen wie Cameco, Rio usw.) kommen damit jetzt langsam in Zugzwang, denn so viele "freie" Minen gibt es nicht mehr.
Ich hoffe, das gibt dem Kurs ein wenig Phantasie kann die Scharte von der PFS ein wenig ausbügeln...
Damit haben die Franzosen in Namibia bereits eine Uranmine komplett übernommen (UraMin) und bei einer Zweiten (eben MEY) den Fuss in der Tür.
Andere Interessenten an namibischen Uranminen (China, Japan, Russland, oder auch Firmen wie Cameco, Rio usw.) kommen damit jetzt langsam in Zugzwang, denn so viele "freie" Minen gibt es nicht mehr.
Ich hoffe, das gibt dem Kurs ein wenig Phantasie kann die Scharte von der PFS ein wenig ausbügeln...
Heute ohne News +14% wieder hoch auf 0,82 AUD!
Was am brodeln...?
Was am brodeln...?
BANNERMAN RELEASES QUARTERLY ACTIVITIES REPORT
FOR THE PERIOD ENDED 31 DECEMBER 2009
Perth, Australia – Australian-based uranium mine development and exploration company, Bannerman Resources Limited (ASX: BMN), has today released its activity and cash flow report for the quarter ended December 31, 2009.
Please refer to Bannerman's Quarterly Activities Report and Mining exploration entity quarterly report (Appendix 5B) filed on the ASX website (www.asx.com) and available on the Company's website at www.bannermanresources.com.
HIGHLIGHTS
· Completion of the Etango Uranium Project Preliminary Feasibility Study demonstrating the technical and economic viability of the Project at long term contract uranium prices:
Ø Production estimated to commence in late 2013 with modelled output of 5-7Mlbs U3O8 per annum over a +16 year mine life.
Ø Extensive Measured & Indicated resources of 102.8Mlbs U3O8 at an average grade of 227ppm U3O8, and Inferred resources of 49.2Mlbs U3O8 at an average grade of 217ppm U3O8 (reported at a cut-off grade of 100ppm U3O8).
Ø Subject to final confirmatory metallurgical testwork, processing is to be undertaken by agitated-tank leaching of a high-grade (3,500-4,000ppm U3O8) flotation concentrate for overall uranium processing recoveries of +90%.
· The Definitive Feasibility Study is underway:
Ø Key opportunities are being pursued to improve project economics and extend mine life through a range of resource expansion, mining improvement, processing flowsheet optimisation and other initiatives.
Ø The next phase of metallurgical locked-cycle testwork is underway and results are expected by the end of January. Final pilot plant testwork is scheduled to start in February and be completed by quarter end.
Ø An update of the mineral resource estimate incorporating drilling completed since mid-2009 is due for release later in the current quarter.
· Drilling is ongoing at Etango and totaled 283,000 metres at the end of 2009, providing geological confidence and extending the Etango deposit’s contiguous strike length to 6km.
· Etango Project Mining Licence application lodged with the Namibian Government. No substantial legislative, environmental or social impediments for project development have been identified, and local community support has been received.
· Cash reserves as at 31 December 2009 of A$23.2 million.
· Appointment of former Rio Tinto senior mining executive Dr David Smith to the Board.
During the quarter, Bannerman announced the results of its Preliminary Feasibility Study (“PFS”) on the Etango Project and continued to drill aggressively to improve the confidence and size of the Etango mineral resource estimate. Bannerman has progressed to a Definitive Feasibility Study (“DFS”), with the next stage of metallurgical testwork already completed in January, and key mining study and operating cost initiatives currently underway.
The Etango Project is one of the world’s largest undeveloped uranium deposits located in a premier uranium mining jurisdiction, offering long term security of supply for end-users within the timeframe in which there is growing consensus that supply will be constrained as the nuclear renaissance gathers momentum. These factors, combined with the significant scale of forecast annual production, low technical and permitting risks, and relatively flat operating cost profile provide the Etango Project with substantial strategic value in a world where nuclear energy and the demand for uranium is projected to grow significantly.
FOR THE PERIOD ENDED 31 DECEMBER 2009
Perth, Australia – Australian-based uranium mine development and exploration company, Bannerman Resources Limited (ASX: BMN), has today released its activity and cash flow report for the quarter ended December 31, 2009.
Please refer to Bannerman's Quarterly Activities Report and Mining exploration entity quarterly report (Appendix 5B) filed on the ASX website (www.asx.com) and available on the Company's website at www.bannermanresources.com.
HIGHLIGHTS
· Completion of the Etango Uranium Project Preliminary Feasibility Study demonstrating the technical and economic viability of the Project at long term contract uranium prices:
Ø Production estimated to commence in late 2013 with modelled output of 5-7Mlbs U3O8 per annum over a +16 year mine life.
Ø Extensive Measured & Indicated resources of 102.8Mlbs U3O8 at an average grade of 227ppm U3O8, and Inferred resources of 49.2Mlbs U3O8 at an average grade of 217ppm U3O8 (reported at a cut-off grade of 100ppm U3O8).
Ø Subject to final confirmatory metallurgical testwork, processing is to be undertaken by agitated-tank leaching of a high-grade (3,500-4,000ppm U3O8) flotation concentrate for overall uranium processing recoveries of +90%.
· The Definitive Feasibility Study is underway:
Ø Key opportunities are being pursued to improve project economics and extend mine life through a range of resource expansion, mining improvement, processing flowsheet optimisation and other initiatives.
Ø The next phase of metallurgical locked-cycle testwork is underway and results are expected by the end of January. Final pilot plant testwork is scheduled to start in February and be completed by quarter end.
Ø An update of the mineral resource estimate incorporating drilling completed since mid-2009 is due for release later in the current quarter.
· Drilling is ongoing at Etango and totaled 283,000 metres at the end of 2009, providing geological confidence and extending the Etango deposit’s contiguous strike length to 6km.
· Etango Project Mining Licence application lodged with the Namibian Government. No substantial legislative, environmental or social impediments for project development have been identified, and local community support has been received.
· Cash reserves as at 31 December 2009 of A$23.2 million.
· Appointment of former Rio Tinto senior mining executive Dr David Smith to the Board.
During the quarter, Bannerman announced the results of its Preliminary Feasibility Study (“PFS”) on the Etango Project and continued to drill aggressively to improve the confidence and size of the Etango mineral resource estimate. Bannerman has progressed to a Definitive Feasibility Study (“DFS”), with the next stage of metallurgical testwork already completed in January, and key mining study and operating cost initiatives currently underway.
The Etango Project is one of the world’s largest undeveloped uranium deposits located in a premier uranium mining jurisdiction, offering long term security of supply for end-users within the timeframe in which there is growing consensus that supply will be constrained as the nuclear renaissance gathers momentum. These factors, combined with the significant scale of forecast annual production, low technical and permitting risks, and relatively flat operating cost profile provide the Etango Project with substantial strategic value in a world where nuclear energy and the demand for uranium is projected to grow significantly.
Alter Schwede,
sieht der Chart aber Scheiße aus!
Wo sehen denn die "Thread-Gurus" einen Boden erreicht?
sieht der Chart aber Scheiße aus!
Wo sehen denn die "Thread-Gurus" einen Boden erreicht?
Antwort auf Beitrag Nr.: 38.876.639 von links-zwo-drei-vier am 04.02.10 08:07:18Naja, IMO ist um 0,60 AUD eine Unterstützung! Bin aber kein Charty, und der Chart ist nicht das Problem, Fundamental gibt es die Probleme U3O8 Preis und TotEx!
Spot bei 43,50 Dollar
CapEx 550 mio AUD
OpEx bei 41 Dollar
Da fehlt hier halt erstmal die Phantasie! Ein Neuengagement drängt sich aktuell nicht auf, und wer schon drin ist kauft wohl auch keine mehr. Da an den Kosten +/- ein paar Prozenten nichts zu machen ist, muss dingend der Uranpreis steigen!!!
Spot bei 43,50 Dollar
CapEx 550 mio AUD
OpEx bei 41 Dollar
Da fehlt hier halt erstmal die Phantasie! Ein Neuengagement drängt sich aktuell nicht auf, und wer schon drin ist kauft wohl auch keine mehr. Da an den Kosten +/- ein paar Prozenten nichts zu machen ist, muss dingend der Uranpreis steigen!!!
Bin neu hier bitte ich habe folgende Fragen:
Bin eingestiegen, weil ich fundamental von BMN überzeugt bin.
Haywood Research empfiehlt diesen Wert mit einem Return von 354 %!
Maßgeblich war wohl der Downmove im Dezember - eigentlich typisch für einen Fond, der zum Jahresende die Nerven verloren hatte.
Weiß jemand, um welchen Fond oder Insti es sich gehandelt hatte?
Bin eingestiegen, weil ich fundamental von BMN überzeugt bin.
Haywood Research empfiehlt diesen Wert mit einem Return von 354 %!
Maßgeblich war wohl der Downmove im Dezember - eigentlich typisch für einen Fond, der zum Jahresende die Nerven verloren hatte.
Weiß jemand, um welchen Fond oder Insti es sich gehandelt hatte?
Antwort auf Beitrag Nr.: 38.885.533 von Mendoza1 am 04.02.10 23:39:54Zieh dir die Presentation mal rein, dann bist du auf Stand:
http://www.bannermanresources.com/media/articles/Investors--…
http://www.bannermanresources.com/media/articles/Investors--…
also die Präsentation hat mir nicht geholfen. Meine Recherchen haben ergeben, dass im Dez. die UBS ihre Beteiligung komplett aufgelöst hatte.
Die Not der UBS muss sehr gross gewesen sein, einen solchen Wert mit Verlust verlassen zu haben..
Die Schweizer.....
Die Not der UBS muss sehr gross gewesen sein, einen solchen Wert mit Verlust verlassen zu haben..
Die Schweizer.....
NEWS!
_________
BANNERMAN FEASIBILITY STUDY UPDATE
16.02.2010
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN, NSX: BMN) ("Bannerman") announces the following update for the Definitive Feasibility Study („DFS“) underway on its Etango Uranium Project in Namibia, southwestern Africa.
Bannerman commenced a DFS on its 80%-owned Etango Project in December 2009 and since that time has undertaken a range of activities on metallurgical, mining and resource modelling aspects.
Interview with Len Jubber
http://www.brr.com.au/event/64166
Quelle: http://www.bannermanresources.com/media/articles/Homepage---…
_________
BANNERMAN FEASIBILITY STUDY UPDATE
16.02.2010
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN, NSX: BMN) ("Bannerman") announces the following update for the Definitive Feasibility Study („DFS“) underway on its Etango Uranium Project in Namibia, southwestern Africa.
Bannerman commenced a DFS on its 80%-owned Etango Project in December 2009 and since that time has undertaken a range of activities on metallurgical, mining and resource modelling aspects.
Interview with Len Jubber
http://www.brr.com.au/event/64166
Quelle: http://www.bannermanresources.com/media/articles/Homepage---…
Die Feasibility wurde mal wieder nachgebessert:
- Recoverys bei 85% statt der geplanten über 90% > further investigations are being undertaken
- Kosten sollen um 10% sinken, sind aber dann beim aktuellen Uranpreis immer noch grenzwertig, wir brauchen für das Projekt einfach einen Anstieg des Uranpreises!!!
BANNERMAN FEASIBILITY STUDY UPDATE
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN) announces the following update for the Definitive Feasibility Study underway on its Etango Uranium Project in Namibia, southwestern Africa. Bannerman commenced a DFS on its 80%-owned Etango Project in December 2009 and since that time has undertaken a range of activities on metallurgical, mining and resource modelling aspects.
Metallurgical Testwork Program
Bannerman has now received results from a range of continuous flotation tests conducted in January and February. These tests followed on from the batch flotation testwork undertaken in 2009. While providing further confidence in the application of flotation beneficiation to the Etango ore, variances from the previous testwork have been recorded. Specifically, the continuous tests have indicated average flotation recoveries of 85% compared with +90% recoveries recorded in the batch testwork. Further investigations are being undertaken into the metallurgical parameters required to consistently achieve the higher flotation recoveries, prior to progressing to the larger scale pilot plant testwork.
Mining Review
Bannerman and its external consultants have commenced a review to identify realistic savings in operating cost estimates. Bannerman is targeting cash cost reductions of +10% and, given that over half of total operating costs are mining-related, cost savings in this area present a key opportunity. Work to date has identified a range of areas for cost improvements including:
Review of economic cut-off grade strategies;
Mine scheduling improvements involving in-pit dumping of waste rock material;
Review of waste rock dump locations and dimensions;
Use of larger mining equipment; and
Analysis of owner versus contract mining.
Work is underway on assessing all cost reduction opportunities and initial results are expected to be available in the June 2010 quarter.
Mineral Resource Estimate
Bannerman has completed over 284,000 metres of drilling within the Etango Project. An updated mineral resource estimate, incorporating the 60,000 metres drilled since June 2009, is being completed and due for release to the market in March. Inclusion of the latest drilling into the resource model is expected to significantly improve the confidence of the resource such that the vast majority of the resource estimate will comprise Measured and Indicated resource material.
Bannerman CEO Len Jubber said: “Since the announcement of the PFS results, the Project team has made significant progress in the core areas of resource, mining and processing. We now have greater confidence in our understanding of the Etango mineralisation and are exploring some exciting opportunities to optimise the mining scenario, with the potential to reduce operating costs. We believe that the time and effort invested into proving the flotation process will add substantially to the value of the long life Etango Project.”
- Recoverys bei 85% statt der geplanten über 90% > further investigations are being undertaken
- Kosten sollen um 10% sinken, sind aber dann beim aktuellen Uranpreis immer noch grenzwertig, wir brauchen für das Projekt einfach einen Anstieg des Uranpreises!!!
BANNERMAN FEASIBILITY STUDY UPDATE
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN) announces the following update for the Definitive Feasibility Study underway on its Etango Uranium Project in Namibia, southwestern Africa. Bannerman commenced a DFS on its 80%-owned Etango Project in December 2009 and since that time has undertaken a range of activities on metallurgical, mining and resource modelling aspects.
Metallurgical Testwork Program
Bannerman has now received results from a range of continuous flotation tests conducted in January and February. These tests followed on from the batch flotation testwork undertaken in 2009. While providing further confidence in the application of flotation beneficiation to the Etango ore, variances from the previous testwork have been recorded. Specifically, the continuous tests have indicated average flotation recoveries of 85% compared with +90% recoveries recorded in the batch testwork. Further investigations are being undertaken into the metallurgical parameters required to consistently achieve the higher flotation recoveries, prior to progressing to the larger scale pilot plant testwork.
Mining Review
Bannerman and its external consultants have commenced a review to identify realistic savings in operating cost estimates. Bannerman is targeting cash cost reductions of +10% and, given that over half of total operating costs are mining-related, cost savings in this area present a key opportunity. Work to date has identified a range of areas for cost improvements including:
Review of economic cut-off grade strategies;
Mine scheduling improvements involving in-pit dumping of waste rock material;
Review of waste rock dump locations and dimensions;
Use of larger mining equipment; and
Analysis of owner versus contract mining.
Work is underway on assessing all cost reduction opportunities and initial results are expected to be available in the June 2010 quarter.
Mineral Resource Estimate
Bannerman has completed over 284,000 metres of drilling within the Etango Project. An updated mineral resource estimate, incorporating the 60,000 metres drilled since June 2009, is being completed and due for release to the market in March. Inclusion of the latest drilling into the resource model is expected to significantly improve the confidence of the resource such that the vast majority of the resource estimate will comprise Measured and Indicated resource material.
Bannerman CEO Len Jubber said: “Since the announcement of the PFS results, the Project team has made significant progress in the core areas of resource, mining and processing. We now have greater confidence in our understanding of the Etango mineralisation and are exploring some exciting opportunities to optimise the mining scenario, with the potential to reduce operating costs. We believe that the time and effort invested into proving the flotation process will add substantially to the value of the long life Etango Project.”
Antwort auf Beitrag Nr.: 38.949.110 von links-zwo-drei-vier am 16.02.10 10:33:04Du warst knapp schneller...!
Zukunft der Rohstoffe: Uranmangel bedroht Atomindustrie
Uranminen fördern jährlich nur zwei Drittel des weltweiten Bedarfs. Die Atomindustrie deckt den Rest aus den Vorräten, die aus jahrzehntelanger Überproduktion in den Minen angesammelt wurden. Doch diese Reserve neigt sich allmählich dem Ende zu - während der Uranhunger der Welt wächst.
Quelle: http://www.handelsblatt.com/technologie/forschung/zukunft-de…
Uranminen fördern jährlich nur zwei Drittel des weltweiten Bedarfs. Die Atomindustrie deckt den Rest aus den Vorräten, die aus jahrzehntelanger Überproduktion in den Minen angesammelt wurden. Doch diese Reserve neigt sich allmählich dem Ende zu - während der Uranhunger der Welt wächst.
Quelle: http://www.handelsblatt.com/technologie/forschung/zukunft-de…
Mining jobs to shoot up - by Toivo Ndjebela
WINDHOEK – At least 8 000 new jobs would be created in the next five years in the mining sector, as four uranium mines open for production during that period.
Quelle: http://www.newera.com.na/article.php?articleid=9689
WINDHOEK – At least 8 000 new jobs would be created in the next five years in the mining sector, as four uranium mines open for production during that period.
Quelle: http://www.newera.com.na/article.php?articleid=9689
Ich liege auf der Lauer!
Antwort auf Beitrag Nr.: 39.019.284 von links-zwo-drei-vier am 26.02.10 12:18:47Ich will ja nicht deine Investitionsentscheidung in Frage stellen, aber vielleicht solltest du noch ein wenig zuwartet! Der Spot ist gerade schon wieder um 0,75 Dollar auf jetzt 41,75 Dollar gefallen, während der OpEx laut fs bei 41 Dollar liegt; nicht gerade ein Umfeld bei dem sich ein Investment aufdrängt, da gibt es wahrlich sinnvollere Baustellen...!
Oder hast du noch zusätzliche Infos für mich???
Oder hast du noch zusätzliche Infos für mich???
Antwort auf Beitrag Nr.: 39.019.543 von Dirkix am 26.02.10 12:50:54Da habe ich mich wohl falsch ausgedrückt, sorry!
Ich meinte wohl täglich beobachten & vielleicht im "Crash-Sommer 2010" zuschlagen, mal schauen.
Ich meinte wohl täglich beobachten & vielleicht im "Crash-Sommer 2010" zuschlagen, mal schauen.
Der Abbau der - hoffentlich bald weltweiten - Atomwaffenbestände ist eine feine Sache (!), wird allerdings dem Uranpreis nicht gerade auf die Sprünge helfen.
Hier ein Beispiel für Europa:
_____
01.03.2010
Bericht über Strategiewechsel
Obama will Atomarsenal schrumpfen
US-Präsident Obama bereitet laut einem Zeitungsbericht eine neue Atomstrategie vor. Kern des Vorhabens sei die Verringerung des US-Arsenals um mehrere tausend Sprengköpfe, heißt es in der "New York Times". Auch der Abzug der in Europa stationierten Nuklearwaffen wird demnach erwogen.
Quelle: http://www.spiegel.de/politik/ausland/0,1518,680877,00.html
Hier ein Beispiel für Europa:
_____
01.03.2010
Bericht über Strategiewechsel
Obama will Atomarsenal schrumpfen
US-Präsident Obama bereitet laut einem Zeitungsbericht eine neue Atomstrategie vor. Kern des Vorhabens sei die Verringerung des US-Arsenals um mehrere tausend Sprengköpfe, heißt es in der "New York Times". Auch der Abzug der in Europa stationierten Nuklearwaffen wird demnach erwogen.
Quelle: http://www.spiegel.de/politik/ausland/0,1518,680877,00.html
OpEx jetzt über Spot!!!
U3O8 Price
USD 40.50 lb
USD -1.25
U3O8 Price
USD 40.50 lb
USD -1.25
Wieder Drill Results, gar nicht schlecht, aber was nutzt es...
BANNERMAN REPORTS POSITIVE DRILLING RESULTS
AND RE-COMMENCES REGIONAL EXPLORATION PROGRAMS
Highlights:
· Measured resources are expected to increase in the Anomaly A area of the Etango deposit following further broad near-surface and higher grade RC infill intersections.
· Drilling results from mid-2009 are currently being incorporated into the Etango resource model. An updated mineral resource estimate is scheduled for release in March.
· Re-commencement of regional exploration activities.
Perth, Australia – Bannerman Resources Limited (ASX: BMN) announces that positive results have been received from recent infill drilling in the Anomaly A area of the Etango deposit which are expected to significantly upgrade the confidence of the mineral resource estimate. More good results have also been obtained close to surface from infill and extensional drilling in the Oshiveli and Onkelo areas in the northern part of the Etango deposit. An updated mineral resource estimate for the Etango deposit is expected to be released in March and will underpin the mining study update which is underway as part of the Definitive Feasibility Study (“DFS”).
Bannerman has largely completed the DFS resource definition drilling work at Etango and is now well positioned to re-commence regional exploration programs on its Namibian titles which cover 1300km2 in a world-class uranium setting. This regional work will examine the potential for new uranium discoveries on the Company’s Etango, Swakop River and Botswanan exploration licence areas in southern Africa.
Bannerman CEO Len Jubber said: “Further drilling on the Etango deposit has confirmed the continuity of the high-grade mineralisation inside the starter pit area at Anomaly A. The results are expected to increase the resource confidence in this area to Measured status, with the resource update due for release in March.”
“Following the successful delineation of the Etango resource, the Bannerman geological team will now operate as two groups – one focusing on integrating the resource model into the Etango Project development, and the other on regional exploration of Bannerman’s Etango, Swakop River and Botswanan exploration licence areas. The Company considers this dual focus will provide Bannerman with increased opportunity to leverage its geological understanding of the area gained over the past five years while simultaneously progressing activity on the Etango Project.”
Etango Project Drilling Update
Anomaly A
Detailed close-spaced infill drilling was undertaken at Anomaly A in November and early December 2009. The assay results from two programs are detailed in the Attachment to this release. The first comprised reverse circulation (“RC”) drillholes in the southern part of the Anomaly A area aimed at infilling an area from Inferred to Indicated mineral resource status.
The second program, which was recently completed, included a 3,410 metre program of infill RC drilling to upgrade the mineral resource classification in the planned initial starter pit area of the Etango Project from Indicated to Measured status. This program returned positive results that are expected to significantly upgrade the confidence of the Etango resource estimate and will be used in detailed mine planning and the DFS for the Project.
Broad near-surface intersections have been returned from the RC drilling in this area, including:
(Tabelle)
Oshiveli and Onkelo
The drilling at Oshiveli and Onkelo targeted conversion of Inferred to Indicated resources, closing the gap between the two areas, and locally extending the mineralisation. More good shallow results were obtained from infill and extensional drilling at these prospects.
Results from a further five infill diamond drillholes and one infill RC drillhole at Oshiveli continue to support the geological interpretation and grade assessments in this area. The addition of the intersected mineralisation is expected to add to the size and classification of the existing resource estimate in this location. There are currently two diamond drilling rigs conducting infill drilling at Oshiveli.
Diamond drilling at Onkelo and Oshiveli has returned above-average resource grade mineralisation, including the following intersections:
(Tabelle)
Ondjamba
Further reconnaissance drilling on the third of three parallel lines at the Ondjamba Prospect was completed in late 2009 and the results reported in this release are the assays that were subsequently received. Whilst a number of the RC drillholes at Ondjamba have intersected uranium mineralisation in the form of high grade and narrow structures, it is not planned to complete further infill drilling in this area in the near future.
Resource Update
Bannerman has completed more than 284,000 metres of drilling within the Etango Project. An updated mineral resource estimate, incorporating the 60,000 metres drilled since June 2009, is due for release in March. Inclusion of the additional drilling into the resource model is expected to significantly improve the confidence of the resource estimate such that the vast majority will comprise Measured and Indicated resource material.
Bannerman has drilled and modelled the Etango deposit to the extent that it is now defined to a high level of confidence and forms a robust basis for detailed DFS mine planning purposes.
Regional Exploration
Bannerman is expanding its regional exploration efforts on the Etango and Swakop River tenements, which cover 1300km2 in a world-class uranium setting. Exploration efforts over the next 12 months will focus on a range of exploration techniques to identify:
· Near-Project high-grade satellite deposits in the southern areas of the Etango licence under desert sand cover where geophysical work in 2009 resulted in the identification of a number of prospective targets adjacent to buried domal structures; and
· New mineralisation on the Etango, Swakop River and Botswana tenements.
Bannerman holds tenure over two Exclusive Prospecting Licences in Namibia (EPLs 3345 and 3346) and three Prospecting Licenses in Botswana (PLs 131/2005, 132/2005 and 133/2005). All properties lie in proximity to known uranium mines and deposits including Rössing, Langer Heinrich, Rössing South and others in Namibia and Letlhakane and Foley in Botswana.
Minimal exploration has been completed on the Namibian tenements beyond the immediate Etango Project area. The Etango tenement (EPL 3345) covers a total area of 500km2 and contains the Etango deposit, on which a Preliminary Feasibility Study has recently been completed for an extensive open pit mining operation. A DFS is now underway.
An exploration plan is being compiled based on early exploration of the most promising known targets (refer Figure 1 on the following page), in conjunction with the development of targets, to define new uranium mineralisation.
The exploration work planned for 2010 will comprise ground-based geological mapping, extensive radon cup surveys, detailed ground radiometric surveys, electromagnetic geophysics surveys and drilling. The prospective target areas, adjacent to buried domal structures and lithological contacts, identified by the mid-2009 regional geophysical re-interpretation will also be followed up.
Mr Jubber said “The Etango tenement is the most promising area as it contains the bulk of the known prospects and anomalies, and lies in the heart of the well-defined hard-rock uranium mineralisation corridor that runs southwest from the Valencia deposit down through Rössing, Rössing South, Ida Dome and Etango. Much of the licence area is also under-explored or has never been explored.”
All previous exploration has been based on the concept of discovering uranium mineralisation by radiometric surveys, either airborne or on the ground, and it is now understood that this has not provided a definitive test of these areas.
“The Company’s work at Etango has given Bannerman a unique understanding of the nature and controls on primary uranium mineralisation in the region. It is possible, as with Etango, that deposits exist within the licence areas that exhibit minimal radiometric signature at surface”, Mr Jubber said.
BANNERMAN REPORTS POSITIVE DRILLING RESULTS
AND RE-COMMENCES REGIONAL EXPLORATION PROGRAMS
Highlights:
· Measured resources are expected to increase in the Anomaly A area of the Etango deposit following further broad near-surface and higher grade RC infill intersections.
· Drilling results from mid-2009 are currently being incorporated into the Etango resource model. An updated mineral resource estimate is scheduled for release in March.
· Re-commencement of regional exploration activities.
Perth, Australia – Bannerman Resources Limited (ASX: BMN) announces that positive results have been received from recent infill drilling in the Anomaly A area of the Etango deposit which are expected to significantly upgrade the confidence of the mineral resource estimate. More good results have also been obtained close to surface from infill and extensional drilling in the Oshiveli and Onkelo areas in the northern part of the Etango deposit. An updated mineral resource estimate for the Etango deposit is expected to be released in March and will underpin the mining study update which is underway as part of the Definitive Feasibility Study (“DFS”).
Bannerman has largely completed the DFS resource definition drilling work at Etango and is now well positioned to re-commence regional exploration programs on its Namibian titles which cover 1300km2 in a world-class uranium setting. This regional work will examine the potential for new uranium discoveries on the Company’s Etango, Swakop River and Botswanan exploration licence areas in southern Africa.
Bannerman CEO Len Jubber said: “Further drilling on the Etango deposit has confirmed the continuity of the high-grade mineralisation inside the starter pit area at Anomaly A. The results are expected to increase the resource confidence in this area to Measured status, with the resource update due for release in March.”
“Following the successful delineation of the Etango resource, the Bannerman geological team will now operate as two groups – one focusing on integrating the resource model into the Etango Project development, and the other on regional exploration of Bannerman’s Etango, Swakop River and Botswanan exploration licence areas. The Company considers this dual focus will provide Bannerman with increased opportunity to leverage its geological understanding of the area gained over the past five years while simultaneously progressing activity on the Etango Project.”
Etango Project Drilling Update
Anomaly A
Detailed close-spaced infill drilling was undertaken at Anomaly A in November and early December 2009. The assay results from two programs are detailed in the Attachment to this release. The first comprised reverse circulation (“RC”) drillholes in the southern part of the Anomaly A area aimed at infilling an area from Inferred to Indicated mineral resource status.
The second program, which was recently completed, included a 3,410 metre program of infill RC drilling to upgrade the mineral resource classification in the planned initial starter pit area of the Etango Project from Indicated to Measured status. This program returned positive results that are expected to significantly upgrade the confidence of the Etango resource estimate and will be used in detailed mine planning and the DFS for the Project.
Broad near-surface intersections have been returned from the RC drilling in this area, including:
(Tabelle)
Oshiveli and Onkelo
The drilling at Oshiveli and Onkelo targeted conversion of Inferred to Indicated resources, closing the gap between the two areas, and locally extending the mineralisation. More good shallow results were obtained from infill and extensional drilling at these prospects.
Results from a further five infill diamond drillholes and one infill RC drillhole at Oshiveli continue to support the geological interpretation and grade assessments in this area. The addition of the intersected mineralisation is expected to add to the size and classification of the existing resource estimate in this location. There are currently two diamond drilling rigs conducting infill drilling at Oshiveli.
Diamond drilling at Onkelo and Oshiveli has returned above-average resource grade mineralisation, including the following intersections:
(Tabelle)
Ondjamba
Further reconnaissance drilling on the third of three parallel lines at the Ondjamba Prospect was completed in late 2009 and the results reported in this release are the assays that were subsequently received. Whilst a number of the RC drillholes at Ondjamba have intersected uranium mineralisation in the form of high grade and narrow structures, it is not planned to complete further infill drilling in this area in the near future.
Resource Update
Bannerman has completed more than 284,000 metres of drilling within the Etango Project. An updated mineral resource estimate, incorporating the 60,000 metres drilled since June 2009, is due for release in March. Inclusion of the additional drilling into the resource model is expected to significantly improve the confidence of the resource estimate such that the vast majority will comprise Measured and Indicated resource material.
Bannerman has drilled and modelled the Etango deposit to the extent that it is now defined to a high level of confidence and forms a robust basis for detailed DFS mine planning purposes.
Regional Exploration
Bannerman is expanding its regional exploration efforts on the Etango and Swakop River tenements, which cover 1300km2 in a world-class uranium setting. Exploration efforts over the next 12 months will focus on a range of exploration techniques to identify:
· Near-Project high-grade satellite deposits in the southern areas of the Etango licence under desert sand cover where geophysical work in 2009 resulted in the identification of a number of prospective targets adjacent to buried domal structures; and
· New mineralisation on the Etango, Swakop River and Botswana tenements.
Bannerman holds tenure over two Exclusive Prospecting Licences in Namibia (EPLs 3345 and 3346) and three Prospecting Licenses in Botswana (PLs 131/2005, 132/2005 and 133/2005). All properties lie in proximity to known uranium mines and deposits including Rössing, Langer Heinrich, Rössing South and others in Namibia and Letlhakane and Foley in Botswana.
Minimal exploration has been completed on the Namibian tenements beyond the immediate Etango Project area. The Etango tenement (EPL 3345) covers a total area of 500km2 and contains the Etango deposit, on which a Preliminary Feasibility Study has recently been completed for an extensive open pit mining operation. A DFS is now underway.
An exploration plan is being compiled based on early exploration of the most promising known targets (refer Figure 1 on the following page), in conjunction with the development of targets, to define new uranium mineralisation.
The exploration work planned for 2010 will comprise ground-based geological mapping, extensive radon cup surveys, detailed ground radiometric surveys, electromagnetic geophysics surveys and drilling. The prospective target areas, adjacent to buried domal structures and lithological contacts, identified by the mid-2009 regional geophysical re-interpretation will also be followed up.
Mr Jubber said “The Etango tenement is the most promising area as it contains the bulk of the known prospects and anomalies, and lies in the heart of the well-defined hard-rock uranium mineralisation corridor that runs southwest from the Valencia deposit down through Rössing, Rössing South, Ida Dome and Etango. Much of the licence area is also under-explored or has never been explored.”
All previous exploration has been based on the concept of discovering uranium mineralisation by radiometric surveys, either airborne or on the ground, and it is now understood that this has not provided a definitive test of these areas.
“The Company’s work at Etango has given Bannerman a unique understanding of the nature and controls on primary uranium mineralisation in the region. It is possible, as with Etango, that deposits exist within the licence areas that exhibit minimal radiometric signature at surface”, Mr Jubber said.
Die Rohstoff-Woche - Kalenderwoche 10/2010
Uran vor dem Scheideweg
Der Uranpreis baut weiter ab. Für viele Uran-Produzenten unverständlich, musste der Uranpreis in dieser Woche einen weiteren Dämpfer hinnehmen. Er sank um 1,25 USD auf nunmehr 40,50 USD je Pfund U3O8. Der langfristige Marktpreis liegt unverändert bei 60 USD. Dabei dürfte nach fast einhelliger Meinung aller Uran-Experten gerade die Marke um 40 USD je Pfund Uran eine starke Unterstützung bieten. Der Grund dafür liegt darin, dass ein großer Teil der Uran-Produzenten einen Preis um die 40 USD je Pfund benötigt, um überhaupt noch profitabel Uran abbauen zu können .
Vor allem Projekte mit relativ niedrigen Graden, wie etwa die von Paladin Energy in Namibia und Malawi dürften nicht mehr allzu lange in der Lage sein, profitabel Uranoxid aus dem Boden zu holen. Und selbst die als Low-Cost-Production bekannten In-Situ-Recovery-Projekte (Erklärung siehe unten) besitzen operative Kosten von circa 35 USD je Pfund (inklusive Steuern und Royalties), dürften also ebenso bei einem weiter fallenden Uranpreis an ihre Grenzen stoßen.
Derweil gehen mehr und mehr Uran-Produzenten dazu über, weitere Projekte herunterzufahren beziehungsweise geplante Minen-Eröffnungen hinauszuschieben. Davon sind auch die ganz Großen der Branche, wie etwa die französische AREVA betroffen. AREVA teilte unlängst mit, dass man den Produktionsstart auf seinem Imouraren-Projekt auf 2013 oder 2014 verschieben wird. Bisher ging man von einem Start Up in 2012 aus. Begründet wurde dieser Aufschub vor allem mit gesunkenen Uran-Preisen.
Unter anderem auch dieses Beispiel zeigt die immer stärker eingeschränkte Bereitschaft vieler Uran-Produzenten zu Preisen unterhalb von 50 USD je Pfund zu produzieren . Zurückgefahrene Uranproduktion auf der einen und eine zwangsläufig steigende Nachfrage durch steigende Reaktor-Zahlen auf der anderen Seite dürften mittelfristig zu einem Angebotsdefizit führen, welches den Uran-Preis kurzfristig sogar wieder in alte Höhen katapultieren könnte, da man nicht von einem Tag auf den anderen geschlossene Minen wieder hochfahren kann. Geschweige denn hinausgeschobene Produktionsstarts sofort umsetzen zu können.
Ein anderes Problem, mit dem sich Kraftwerksbetreiber zukünftig auseinander zu setzen haben ist die Tatsache, dass die Mengen an günstig förderbarem Uran mehr und mehr schwinden. Zukünftig wird Uran immer aufwendiger produziert werden müssen, was höhere Produktionskosten nach sich ziehen wird. Bisher stammte billiges Uran vor allem auch aus alten Halden oder dem Abrüstungsprogramm Russlands. Doch vor allem letztgenannte Bestände sind so gut wie aufgebraucht.
Vor allem die US-Regierung sieht sich wie berichtet einem sich anbahnenden Stromkollaps gegenüber und erhöhte die Mittel für die Gewährung von Bürgschaften zum Bau von Kernreaktoren in den USA um 200% von 18,5 auf 54 Mrd. USD. Als erstes konnte davon Southern Corp. in Georgia davon profitieren. Nach Southern Corp. hofft nun aber auch NRG Energy auf eine Bürgschaft zum Bau neuer Kernreaktoren. Das Unternehmen benötigt Mittel für ein geplantes Erweiterungsprogramm seiner Anlagen in Süd-Texas. Dort wird ja vor allem Uranium Energy künftig sehr aktiv sein. Das Unternehmen konnte für eines seiner beiden ISR-Projekte kürzlich den Erhalt der definitiven Produktionslizenz vermelden und kann somit in Kürze mit dem Aufbau eines ersten ISR-Felds beginnen (und NRG Energy mit Uran beliefern?).
Neueste Umfragen in den USA und in Australien belegen übrigens eine steigende Unterstützung für die Atomkraft. Während in den USA 48% für den Bau neuer Kernkraftanlagen sind, wünschen sich in Australien 50% Atomenergie, vor allem um Treibhausgase einzusparen.
Der neueste Atommeiler entsteht aktuell im russischen Kaliningrad. Dort erfolgte in der letzten Woche die Grundsteinlegung für zwei Kernreaktoren mit einer Gesamtleistung von 2.300 MW. Diese beiden Reaktoren sollen zwischen 2016 und 2018 ans Netz gehen und die russische Enklave Kaliningrad gänzlich unabhängig von ausländischer Energie machen. Im Gegenteil: Russland will sogar überschüssigen Strom in die Europäische Union exportieren.
Hätten Sie’s gewusst?:
Als ISR (In-situ-recovery) – Mining wird eine Produktionsmethode bezeichnet, bei der (meist) Uran mittels Wasser und/oder anderer Flüssigkeiten direkt aus dem Gestein herausgelöst und an die Oberfläche transportiert wird, ohne dabei größere Eingriffe in die Umwelt vornehmen zu müssen. Die wichtigste Voraussetzung von ISR ist, dass die Urankonzentrationen in relativ gut durchlässigen Sandsteinschichten eingelagert sein müssen.
Bei der ISR-Methode werden mit Hilfe so genannter Injection Wells, also einer Art Einspritz-Schächten, Wasser und geringe Mengen von CO2 und Sauerstoff in die Sandsteinschichten eingebracht, das Uran herausgelöst und mit Hilfe so genannter Recovery Wells (Rückgewinnungs- Schächte) wieder an die Oberfläche zur weiteren Verarbeitung gepumpt. Das ganze Verfahren findet also komplett unterirdisch statt. An der Oberfläche erfolgt lediglich die Weiterverarbeitung zum so genannten „Yellow Cake“.
Der Yellow Cake (engl. „gelber Kuchen“) ist ein pulverförmiges Gemisch von Uranverbindungen, das aufgrund seiner Farbe so genannt wird. Bei der Weiterverarbeitung zum Yellow Cake werden die im herausgelösten Gestein enthaltenen Uran-Oxide in starken Säuren gelöst und danach getrocknet. Der Yellow Cake selbst dient dann als Grundlage für die Weiterverarbeitung des Urans zu Brennelementen.
Das Zitat der Woche:
„Erst wenn die Ebbe kommt, sieht man, wer nackt schwimmt.”- Warren Edward Buffett (* 30. August 1930 in Omaha, Nebraska) ist ein US-amerikanischer Großinvestor und Unternehmer. Mit einem geschätzten Privatvermögen von 37 Milliarden US-Dollar (Forbes, 2009) ist er der zweitreichste Mensch der Welt. Buffett gebrauchte dieses Zitat im Zusammenhang mit der Situation vieler Banken in weltweiten Wirtschaftskrisen.
In diesem Sinne eine erfolgreiche Rohstoff-Woche!
Uran vor dem Scheideweg
Der Uranpreis baut weiter ab. Für viele Uran-Produzenten unverständlich, musste der Uranpreis in dieser Woche einen weiteren Dämpfer hinnehmen. Er sank um 1,25 USD auf nunmehr 40,50 USD je Pfund U3O8. Der langfristige Marktpreis liegt unverändert bei 60 USD. Dabei dürfte nach fast einhelliger Meinung aller Uran-Experten gerade die Marke um 40 USD je Pfund Uran eine starke Unterstützung bieten. Der Grund dafür liegt darin, dass ein großer Teil der Uran-Produzenten einen Preis um die 40 USD je Pfund benötigt, um überhaupt noch profitabel Uran abbauen zu können .
Vor allem Projekte mit relativ niedrigen Graden, wie etwa die von Paladin Energy in Namibia und Malawi dürften nicht mehr allzu lange in der Lage sein, profitabel Uranoxid aus dem Boden zu holen. Und selbst die als Low-Cost-Production bekannten In-Situ-Recovery-Projekte (Erklärung siehe unten) besitzen operative Kosten von circa 35 USD je Pfund (inklusive Steuern und Royalties), dürften also ebenso bei einem weiter fallenden Uranpreis an ihre Grenzen stoßen.
Derweil gehen mehr und mehr Uran-Produzenten dazu über, weitere Projekte herunterzufahren beziehungsweise geplante Minen-Eröffnungen hinauszuschieben. Davon sind auch die ganz Großen der Branche, wie etwa die französische AREVA betroffen. AREVA teilte unlängst mit, dass man den Produktionsstart auf seinem Imouraren-Projekt auf 2013 oder 2014 verschieben wird. Bisher ging man von einem Start Up in 2012 aus. Begründet wurde dieser Aufschub vor allem mit gesunkenen Uran-Preisen.
Unter anderem auch dieses Beispiel zeigt die immer stärker eingeschränkte Bereitschaft vieler Uran-Produzenten zu Preisen unterhalb von 50 USD je Pfund zu produzieren . Zurückgefahrene Uranproduktion auf der einen und eine zwangsläufig steigende Nachfrage durch steigende Reaktor-Zahlen auf der anderen Seite dürften mittelfristig zu einem Angebotsdefizit führen, welches den Uran-Preis kurzfristig sogar wieder in alte Höhen katapultieren könnte, da man nicht von einem Tag auf den anderen geschlossene Minen wieder hochfahren kann. Geschweige denn hinausgeschobene Produktionsstarts sofort umsetzen zu können.
Ein anderes Problem, mit dem sich Kraftwerksbetreiber zukünftig auseinander zu setzen haben ist die Tatsache, dass die Mengen an günstig förderbarem Uran mehr und mehr schwinden. Zukünftig wird Uran immer aufwendiger produziert werden müssen, was höhere Produktionskosten nach sich ziehen wird. Bisher stammte billiges Uran vor allem auch aus alten Halden oder dem Abrüstungsprogramm Russlands. Doch vor allem letztgenannte Bestände sind so gut wie aufgebraucht.
Vor allem die US-Regierung sieht sich wie berichtet einem sich anbahnenden Stromkollaps gegenüber und erhöhte die Mittel für die Gewährung von Bürgschaften zum Bau von Kernreaktoren in den USA um 200% von 18,5 auf 54 Mrd. USD. Als erstes konnte davon Southern Corp. in Georgia davon profitieren. Nach Southern Corp. hofft nun aber auch NRG Energy auf eine Bürgschaft zum Bau neuer Kernreaktoren. Das Unternehmen benötigt Mittel für ein geplantes Erweiterungsprogramm seiner Anlagen in Süd-Texas. Dort wird ja vor allem Uranium Energy künftig sehr aktiv sein. Das Unternehmen konnte für eines seiner beiden ISR-Projekte kürzlich den Erhalt der definitiven Produktionslizenz vermelden und kann somit in Kürze mit dem Aufbau eines ersten ISR-Felds beginnen (und NRG Energy mit Uran beliefern?).
Neueste Umfragen in den USA und in Australien belegen übrigens eine steigende Unterstützung für die Atomkraft. Während in den USA 48% für den Bau neuer Kernkraftanlagen sind, wünschen sich in Australien 50% Atomenergie, vor allem um Treibhausgase einzusparen.
Der neueste Atommeiler entsteht aktuell im russischen Kaliningrad. Dort erfolgte in der letzten Woche die Grundsteinlegung für zwei Kernreaktoren mit einer Gesamtleistung von 2.300 MW. Diese beiden Reaktoren sollen zwischen 2016 und 2018 ans Netz gehen und die russische Enklave Kaliningrad gänzlich unabhängig von ausländischer Energie machen. Im Gegenteil: Russland will sogar überschüssigen Strom in die Europäische Union exportieren.
Hätten Sie’s gewusst?:
Als ISR (In-situ-recovery) – Mining wird eine Produktionsmethode bezeichnet, bei der (meist) Uran mittels Wasser und/oder anderer Flüssigkeiten direkt aus dem Gestein herausgelöst und an die Oberfläche transportiert wird, ohne dabei größere Eingriffe in die Umwelt vornehmen zu müssen. Die wichtigste Voraussetzung von ISR ist, dass die Urankonzentrationen in relativ gut durchlässigen Sandsteinschichten eingelagert sein müssen.
Bei der ISR-Methode werden mit Hilfe so genannter Injection Wells, also einer Art Einspritz-Schächten, Wasser und geringe Mengen von CO2 und Sauerstoff in die Sandsteinschichten eingebracht, das Uran herausgelöst und mit Hilfe so genannter Recovery Wells (Rückgewinnungs- Schächte) wieder an die Oberfläche zur weiteren Verarbeitung gepumpt. Das ganze Verfahren findet also komplett unterirdisch statt. An der Oberfläche erfolgt lediglich die Weiterverarbeitung zum so genannten „Yellow Cake“.
Der Yellow Cake (engl. „gelber Kuchen“) ist ein pulverförmiges Gemisch von Uranverbindungen, das aufgrund seiner Farbe so genannt wird. Bei der Weiterverarbeitung zum Yellow Cake werden die im herausgelösten Gestein enthaltenen Uran-Oxide in starken Säuren gelöst und danach getrocknet. Der Yellow Cake selbst dient dann als Grundlage für die Weiterverarbeitung des Urans zu Brennelementen.
Das Zitat der Woche:
„Erst wenn die Ebbe kommt, sieht man, wer nackt schwimmt.”- Warren Edward Buffett (* 30. August 1930 in Omaha, Nebraska) ist ein US-amerikanischer Großinvestor und Unternehmer. Mit einem geschätzten Privatvermögen von 37 Milliarden US-Dollar (Forbes, 2009) ist er der zweitreichste Mensch der Welt. Buffett gebrauchte dieses Zitat im Zusammenhang mit der Situation vieler Banken in weltweiten Wirtschaftskrisen.
In diesem Sinne eine erfolgreiche Rohstoff-Woche!
Bannerman Announces Expanded and Higher Confidence Etango Mineral Resource Estimate
http://www.marketwire.com/press-release/Bannerman-Announces-…
* The Etango mineral resource estimate now comprises Measured & Indicated Resources of 142.1Mlbs U3O8 at an average grade of 223ppm U3O8, and Inferred Resources of 20.0Mlbs U3O8 at an average grade of 216ppm U3O8. Overall metal content has increased 7%.
* Measured Resources increase to 26.8Mlbs U3O8 at an average grade of 221ppm U3O8, equating to 17% of the total mineral resource estimate versus 1% previously.
* 38% increase in Measured & Indicated Resources from 102.8Mlbs to 142.1Mlbs U3O8, accounting for 88% of the total mineral resource estimate.
* Approximately two thirds of the total mineral resource estimate is located within 200 metres of the surface.
* Resource extension drilling continues and a further resource update is expected in the September 2010 quarter as part of the definitive feasibility study which is now underway.
Note: Mineral resources are reported at a lower cut-off of 100ppm U3O8.
Target generation activities will also progress mid-year onto the Swakop River and Botswana projects
http://www.marketwire.com/press-release/Bannerman-Announces-…
* The Etango mineral resource estimate now comprises Measured & Indicated Resources of 142.1Mlbs U3O8 at an average grade of 223ppm U3O8, and Inferred Resources of 20.0Mlbs U3O8 at an average grade of 216ppm U3O8. Overall metal content has increased 7%.
* Measured Resources increase to 26.8Mlbs U3O8 at an average grade of 221ppm U3O8, equating to 17% of the total mineral resource estimate versus 1% previously.
* 38% increase in Measured & Indicated Resources from 102.8Mlbs to 142.1Mlbs U3O8, accounting for 88% of the total mineral resource estimate.
* Approximately two thirds of the total mineral resource estimate is located within 200 metres of the surface.
* Resource extension drilling continues and a further resource update is expected in the September 2010 quarter as part of the definitive feasibility study which is now underway.
Note: Mineral resources are reported at a lower cut-off of 100ppm U3O8.
Target generation activities will also progress mid-year onto the Swakop River and Botswana projects
Antwort auf Beitrag Nr.: 39.257.386 von Ikar am 31.03.10 19:23:43Die M&I Resource konnte um schöne 387 Prozent gesteigert werden, und der Kurs hat auch schön angezogen, aber es bleibt ein Geschmäckle, in einer kleinen Fussnote wurde es notiert:
Note: Mineral resources are reported at a lower cut-off of 100ppm U3O8
Es ist der alte Taschenspielertrick der Minengesellschaften, die Steigerung der Resource wurde wieder mal ganz klassisch mit der Absenkung des Cut-Off erkauft,
ob das im Hinblick auf den zu erwartenden OpEx eine gutes Geschäft war, wage ich zu bezweifeln...
Note: Mineral resources are reported at a lower cut-off of 100ppm U3O8
Es ist der alte Taschenspielertrick der Minengesellschaften, die Steigerung der Resource wurde wieder mal ganz klassisch mit der Absenkung des Cut-Off erkauft,
ob das im Hinblick auf den zu erwartenden OpEx eine gutes Geschäft war, wage ich zu bezweifeln...
Antwort auf Beitrag Nr.: 39.259.190 von Dirkix am 01.04.10 00:37:5738% Prozent natürlich,
387 waren ein Tippfehler!!!!
387 waren ein Tippfehler!!!!
http://www.marketwire.com/press-release/Bannerman-Reports-Ne…" target="_blank" rel="nofollow ugc noopener">http://www.marketwire.com/press-release/Bannerman-Reports-Ne…
Bannerman Reports New Uranium Targets From Initial Regional Exploration Work
Highlights:
- RadonXTM Cup Survey Gives Excellent Definition of Potential New Uraniferous Zones, Indicating Numerous Previously-Untested Anomalies Adjacent to the Etango Deposit.
- Bannerman Commences RC Drilling on Radon Anomalies Adjacent to Etango.
- Additional High-Grade Infill Drilling Intersections in the Oshiveli and Hyena Areas.
http://media3.marketwire.com/docs/ban_0510_201_fig_1.pdf
Bannerman Reports New Uranium Targets From Initial Regional Exploration Work
Highlights:
- RadonXTM Cup Survey Gives Excellent Definition of Potential New Uraniferous Zones, Indicating Numerous Previously-Untested Anomalies Adjacent to the Etango Deposit.
- Bannerman Commences RC Drilling on Radon Anomalies Adjacent to Etango.
- Additional High-Grade Infill Drilling Intersections in the Oshiveli and Hyena Areas.
http://media3.marketwire.com/docs/ban_0510_201_fig_1.pdf
Das gibt noch richtig leckere Einstiegskurse!
20.05.2010
Russia to invest $1 bln in Namibia uranium deposits
Russia will invest some $1 billion in uranium deposits in Namibia, Sergei Kiriyenko, head of the Russian State Atomic Energy corporation Rosatom said on Thursday.
Earlier on Thursday, Russian President Dmitry Medvedev and Namibian President Hifikepunye Pohamba, who is in Moscow on an official visit, signed a memorandum on cooperation in exploration and development of Namibian uranium deposits. The document stipulates opportunities for creating joint ventures in exploration, development and processing of uranium ore as well as uranium enrichment. The memorandum is effective for five years and may be automatically prolonged.
"We are ready to guarantee investments," Kiriyenko said, adding that Russia plans to buy into Namibian uranium deposits in 2010. He said the money would be invested in the full-fledged development of the deposits, production and manpower training.
The Turkish nuclear power station, which will be created in cooperation with Russia, may be one of buyers of the Namibian uranium, Kiriyenko revealed.
Russia and Namibia will also cooperate in implementing new technologies in geological exploration and development of uranium deposits.
Rosatom and the Namibian Ministry of Mines will create a joint task group to include Russia's Atomredmetzoloto and Namibian Epangelo Mining Ltd.
The Russian party also expressed its readiness to construct two hydroelectric power stations in the southwestern African state.
http://en.rian.ru/world/20100520/159091599.html
Russia to invest $1 bln in Namibia uranium deposits
Russia will invest some $1 billion in uranium deposits in Namibia, Sergei Kiriyenko, head of the Russian State Atomic Energy corporation Rosatom said on Thursday.
Earlier on Thursday, Russian President Dmitry Medvedev and Namibian President Hifikepunye Pohamba, who is in Moscow on an official visit, signed a memorandum on cooperation in exploration and development of Namibian uranium deposits. The document stipulates opportunities for creating joint ventures in exploration, development and processing of uranium ore as well as uranium enrichment. The memorandum is effective for five years and may be automatically prolonged.
"We are ready to guarantee investments," Kiriyenko said, adding that Russia plans to buy into Namibian uranium deposits in 2010. He said the money would be invested in the full-fledged development of the deposits, production and manpower training.
The Turkish nuclear power station, which will be created in cooperation with Russia, may be one of buyers of the Namibian uranium, Kiriyenko revealed.
Russia and Namibia will also cooperate in implementing new technologies in geological exploration and development of uranium deposits.
Rosatom and the Namibian Ministry of Mines will create a joint task group to include Russia's Atomredmetzoloto and Namibian Epangelo Mining Ltd.
The Russian party also expressed its readiness to construct two hydroelectric power stations in the southwestern African state.
http://en.rian.ru/world/20100520/159091599.html
Govt signs up with Russian mine venture - by Desie Heita
24 May 2010
WINDHOEK The Government has secured solid ownership in the yet-to-come on stream uranium mine south of Rssing by teaming up with Russian state company State Atomic Energy Corporation (Rosatom).
President Hifikepunye Pohamba and Russian President Dmitry Medvedev signed an agreement to this effect in Moscow on May 20 with a memorandum on cooperation in exploration.
The agreement commits an investment worth more than N$8 billion in uranium exploration and uranium products.
Russia needs uranium to feed a yet-to-be constructed Turkish nuclear power station.
"State corporation Rosatom keeps on working on concluding an intergovernmental agreement on cooperation in peaceful nuclear energy and sent an application on developing Rssing South uranium deposit," reads a statement from the Russian government.
President Pohamba confirmed the agreement upon his arrival in the country from Moscow on Friday evening [May 21].
"During our discussions, we signed four agreements one is a memorandum of understanding. The memorandum of understanding is on mineral exploration and mining," said Pohamba.
The other three agreements are on fisheries, tourism and education, the latter specifically in the fields of science and technology.
Australian foreign company, Extract Resources, is currently developing the Husab uranium project which consists of the two uranium deposits Rssing South and Ida Dome.
Government, through Epangelo Mining, is set to have an ownership in the investments and has clearly stated its preparedness to Kalahari Minerals who are the main shareholders in Extract Resources, with 40 percent shareholding.
Rio Tinto, owns Rssing uranium mine, holds a 15 percent shareholding in the new project mine.
Latest market updates from Kalahari Minerals say ongoing drilling and exploration activities on site continue to produce positive results.
The area is said to hold larger and higher grade deposits of uranium than the deposits at Rssing, which would make the mine the largest uranium mine in Namibia.
The agreement between Namibia and Russia, according to the Russian statement, "lays out opportunities for joint ventures in exploration, development and processing of uranium ore, as well as uranium enrichment."
The memorandum is effective for five years, with option for renewal.
The chief executive officer of Rosatom, Sergei Kiriyenko, says they would invest US$1 billion (more than N$8 billion) in Namibia through the agreement. "We are ready to guarantee investments," Kiriyenko says.
The money would go into development of uranium deposits, production and training in uranium mining.
Rosatom and the Namibian Ministry of Mines will create a joint task group that would consist of Russia's Atomredmetzoloto and Epangelo Mining.
Russia is further looking at getting involved in Namibia's hydroelectric power stations, as well as the railway sector.
24 May 2010
WINDHOEK The Government has secured solid ownership in the yet-to-come on stream uranium mine south of Rssing by teaming up with Russian state company State Atomic Energy Corporation (Rosatom).
President Hifikepunye Pohamba and Russian President Dmitry Medvedev signed an agreement to this effect in Moscow on May 20 with a memorandum on cooperation in exploration.
The agreement commits an investment worth more than N$8 billion in uranium exploration and uranium products.
Russia needs uranium to feed a yet-to-be constructed Turkish nuclear power station.
"State corporation Rosatom keeps on working on concluding an intergovernmental agreement on cooperation in peaceful nuclear energy and sent an application on developing Rssing South uranium deposit," reads a statement from the Russian government.
President Pohamba confirmed the agreement upon his arrival in the country from Moscow on Friday evening [May 21].
"During our discussions, we signed four agreements one is a memorandum of understanding. The memorandum of understanding is on mineral exploration and mining," said Pohamba.
The other three agreements are on fisheries, tourism and education, the latter specifically in the fields of science and technology.
Australian foreign company, Extract Resources, is currently developing the Husab uranium project which consists of the two uranium deposits Rssing South and Ida Dome.
Government, through Epangelo Mining, is set to have an ownership in the investments and has clearly stated its preparedness to Kalahari Minerals who are the main shareholders in Extract Resources, with 40 percent shareholding.
Rio Tinto, owns Rssing uranium mine, holds a 15 percent shareholding in the new project mine.
Latest market updates from Kalahari Minerals say ongoing drilling and exploration activities on site continue to produce positive results.
The area is said to hold larger and higher grade deposits of uranium than the deposits at Rssing, which would make the mine the largest uranium mine in Namibia.
The agreement between Namibia and Russia, according to the Russian statement, "lays out opportunities for joint ventures in exploration, development and processing of uranium ore, as well as uranium enrichment."
The memorandum is effective for five years, with option for renewal.
The chief executive officer of Rosatom, Sergei Kiriyenko, says they would invest US$1 billion (more than N$8 billion) in Namibia through the agreement. "We are ready to guarantee investments," Kiriyenko says.
The money would go into development of uranium deposits, production and training in uranium mining.
Rosatom and the Namibian Ministry of Mines will create a joint task group that would consist of Russia's Atomredmetzoloto and Epangelo Mining.
Russia is further looking at getting involved in Namibia's hydroelectric power stations, as well as the railway sector.
Antwort auf Beitrag Nr.: 39.580.276 von KMST am 25.05.10 17:48:16ich muss nochmal ganz blöde nachfragen ob ich das wirklich richtig verstehe. bannerman hat aktuelle eine ma.cap von ca. 45 mio can$. dabei halten sie per 31.3. einen cashbestand von ca. 20 mio can$ (lt. homepage). also bekomme ich alle liegenschaften fast geschenkt. liegt das alleine daran, dass die abbaukosten über dem derzeitigen uranpreis liegen? oder sieht der markt momentan weitere "gefahren"?
Uranium Bottoming as China Boosts Stockpiles
By Bloomberg News - Jul 12, 2010
China is buying unprecedented amounts of uranium, signaling that prices are poised to rebound after three years of declines.
The nation may purchase about 5,000 metric tons this year, more than twice as much as it consumes, building stockpiles for new reactors, according to Thomas Neff, a physicist and uranium- industry analyst at the Massachusetts Institute of Technology in Cambridge. Prices will jump by about 32 percent next year, the most since 2006, RBC Capital Markets said.
India and China are leading the biggest atomic expansion since the decade after the 1970s oil crisis to cut pollution and power economies growing more than twice as fast as Europe and North America. The boom, combined with slowing supply growth, may benefit Cameco Corp., a co-owner of the world’s largest uranium mine, and Areva SA, the largest builder of reactors.
“China’s demand is insatiable,” said Dave Dai, an analyst at the Daiwa Institute of Research in Hong Kong. “They will have to take almost whatever is available.”
Uranium will climb to an average $55 a pound next year as demand erodes supplies, according to Adam Schatzker, a metals analyst at RBC in Toronto. Max Layton, at Macquarie Bank Ltd. in London, forecasts it will climb to $56.25 next year and $60 in five years.
Uranium for immediate delivery was at $41.75 a pound on July 5, according to the Ux Consulting Co. weekly price assessment. Spot trades of uranium oxide totaled 20.9 million pounds this year, about $873 million in today’s prices, Roswell, Georgia-based Ux Consulting said.
Price Slump
Uranium has tumbled 69 percent since peaking at $136 a pound in July 2007 as companies boosted production, according to the firm’s data. At least 27 mines in nine countries began operating in the past 10 years, adding as much as 65 million pounds a year to global output, according to Saskatoon, Saskatchewan-based Cameco, part owner of McArthur River mine in Canada, the world’s largest deposit of high-grade uranium. Six mines are scheduled to start in 2010.
“The uranium bull market of 2006 and 2007 stimulated the development of new supply, but we do not think it is enough,” Schatzker wrote in a report. “The prevailing uranium price is too low to stimulate sufficient supply to cover future reactor requirements.”
The cost of mining one pound of uranium is about $31, up from $26 in 2007, according to Edward Sterck, an analyst at BMO Capital Markets in London.
‘Stockpiling Like Crazy’
China’s demand for uranium may rise to 20,000 tons a year by 2020, more than a third of the 50,572 tons mined globally last year, as it boosts output to 85 gigawatts, nine times its current capacity, according to the World Nuclear Association. The nation agreed on June 24 to buy more than 10,000 tons over 10 years from Cameco.
India’s needs will grow 10-fold to 8,000 tons as it quadruples capacity to 20 gigawatts, according to Jagdeep Ghai, finance director at state-owned Nuclear Power Corp.
“They are essentially stockpiling in anticipation of new reactor build,” Neff, who is an independent director of GoviEx Uranium Inc., a privately held exploration company with interests in Niger, said in a July 6 telephone interview. “They are stockpiling like crazy.”
China plans at least 60 new reactors by 2020, Xu Yuming, executive director of the China Nuclear Energy Association, said in Beijing on July 6. The average 1,000-megawatt reactor costs about $3 billion, according to the World Nuclear Association. Loading a new reactor requires about 400 tons of uranium to start, Neff said.
Areva, Cameco, Paladin
China’s economy may grow 10.1 percent this year, while India’s expands 8.6 percent, according to analysts’ forecasts compiled by Bloomberg. U.S. gross domestic product will increase 3.1 percent and Europe’s will grow 1.1 percent.
Companies that build reactors may be among the biggest beneficiaries. Areva’s shares have tumbled 53 percent in the past three years. Miners including Cameco, whose stock has fallen 60 percent since then, Paladin Energy Ltd., which has lost 63 percent, and Darwin-based Energy Resources of Australia Ltd., which is down 25 percent, may also benefit.
Cameco advanced 4.9 percent in Toronto. Energy Resources jumped 3.4 percent in Sydney, while Perth, Australia-based Paladin gained 2.2 percent. Areva slid 1.9 percent in Paris.
“Longer-term it does look as though there’s going to be a shortfall of uranium and ERA and Paladin should benefit from higher prices if that plays out,” said Lyndon Fagan, a Royal Bank of Scotland Group Plc analyst in Sydney.
Cutting Pollution
Chinese Premier Wen Jiabao aims to cut pollution by reducing energy consumption 20 percent in the five years through 2010. The country pumped 6.5 billion tons of carbon dioxide into the atmosphere last year, U.S. Department of Energy data show, more than any other nation. Atomic plants produce virtually no greenhouse gases, though spent fuel remains radioactive for thousands of years and requires re-processing and storage.
China National Nuclear Corp., the nation’s first operator of reactors, said on June 28 it’s exploring for the fuel in Niger, Namibia, Zimbabwe and Mongolia.
“We’re just beginning to see the initial stages of China going abroad to buy stakes in uranium mines, but this is a trend we’re going to see more and more in the future,” said Stephen Kidd, head of strategy and research at the World Nuclear Association in London.
Growing uranium use may create a shortfall by the second half of this decade because not enough new production is planned, according to Friedel Aul, director of fuel services at Nukem Gmbh, an Alzenau, Germany-based uranium trader and broker.
Slowing Production
“Current production is based on mines that have been in operation for a long, long time,” he said. “With startup costs, certainly to bring a mine on line today is much more expensive than it was 10, 15 years ago.”
Production growth, including supplies recycled from Russian warheads under an agreement ending in 2013, may slow to 4.8 percent this year and 3.4 percent in 2011, according to RBC. It increased almost 12 percent last year.
The last time this many reactors were planned was in the 1980s, after the 1973 and 1979 oil shocks prompted the Organization of Petroleum Exporting Countries to boost prices for crude. By 2015, a new reactor may start every five days, compared with an average of one every 17 days during the 1980s, according to the World Nuclear Association.
‘Speculative Interest’
Commissioning new plants is a “game-changer” for uranium, said Mark Pervan, head of commodity research at Australia and New Zealand Banking Group Ltd. in Melbourne. Though many won’t come on line for as long as two years, “speculative interest” may drive prices to the “$60 to $80 range pretty quickly.”
Prices may recover as demand improves, said Dustin Garrow, a Denver-based executive general manager of marketing for Paladin, the world’s ninth-largest uranium producer.
“We see demand picking up noticeably and it is not just the Chinese, there are other utility consumers that are now showing interest,” Garrow said in a July 6 interview. “We could start to see fairly substantial price increases in the spot market later this year.”
---Wang Ying in Beijing, John Duce in Hong Kong and Anna Stablum in London. With assistance from Natalie Obiko Pearson in Mumbai, Christopher Donville in Vancouver, Ryan Woo in Singapore andBen Sharples in Melbourne. Editors: Clyde Russell, Justin Carrigan
To contact the reporters on this story: Wang Ying in Beijing at ywang30@bloomberg.net; John Duce in Hong Kong at Jduce1@bloomberg.net
®2010 BLOOMBERG L.P. ALL RIGHTS RESERVED.
By Bloomberg News - Jul 12, 2010
China is buying unprecedented amounts of uranium, signaling that prices are poised to rebound after three years of declines.
The nation may purchase about 5,000 metric tons this year, more than twice as much as it consumes, building stockpiles for new reactors, according to Thomas Neff, a physicist and uranium- industry analyst at the Massachusetts Institute of Technology in Cambridge. Prices will jump by about 32 percent next year, the most since 2006, RBC Capital Markets said.
India and China are leading the biggest atomic expansion since the decade after the 1970s oil crisis to cut pollution and power economies growing more than twice as fast as Europe and North America. The boom, combined with slowing supply growth, may benefit Cameco Corp., a co-owner of the world’s largest uranium mine, and Areva SA, the largest builder of reactors.
“China’s demand is insatiable,” said Dave Dai, an analyst at the Daiwa Institute of Research in Hong Kong. “They will have to take almost whatever is available.”
Uranium will climb to an average $55 a pound next year as demand erodes supplies, according to Adam Schatzker, a metals analyst at RBC in Toronto. Max Layton, at Macquarie Bank Ltd. in London, forecasts it will climb to $56.25 next year and $60 in five years.
Uranium for immediate delivery was at $41.75 a pound on July 5, according to the Ux Consulting Co. weekly price assessment. Spot trades of uranium oxide totaled 20.9 million pounds this year, about $873 million in today’s prices, Roswell, Georgia-based Ux Consulting said.
Price Slump
Uranium has tumbled 69 percent since peaking at $136 a pound in July 2007 as companies boosted production, according to the firm’s data. At least 27 mines in nine countries began operating in the past 10 years, adding as much as 65 million pounds a year to global output, according to Saskatoon, Saskatchewan-based Cameco, part owner of McArthur River mine in Canada, the world’s largest deposit of high-grade uranium. Six mines are scheduled to start in 2010.
“The uranium bull market of 2006 and 2007 stimulated the development of new supply, but we do not think it is enough,” Schatzker wrote in a report. “The prevailing uranium price is too low to stimulate sufficient supply to cover future reactor requirements.”
The cost of mining one pound of uranium is about $31, up from $26 in 2007, according to Edward Sterck, an analyst at BMO Capital Markets in London.
‘Stockpiling Like Crazy’
China’s demand for uranium may rise to 20,000 tons a year by 2020, more than a third of the 50,572 tons mined globally last year, as it boosts output to 85 gigawatts, nine times its current capacity, according to the World Nuclear Association. The nation agreed on June 24 to buy more than 10,000 tons over 10 years from Cameco.
India’s needs will grow 10-fold to 8,000 tons as it quadruples capacity to 20 gigawatts, according to Jagdeep Ghai, finance director at state-owned Nuclear Power Corp.
“They are essentially stockpiling in anticipation of new reactor build,” Neff, who is an independent director of GoviEx Uranium Inc., a privately held exploration company with interests in Niger, said in a July 6 telephone interview. “They are stockpiling like crazy.”
China plans at least 60 new reactors by 2020, Xu Yuming, executive director of the China Nuclear Energy Association, said in Beijing on July 6. The average 1,000-megawatt reactor costs about $3 billion, according to the World Nuclear Association. Loading a new reactor requires about 400 tons of uranium to start, Neff said.
Areva, Cameco, Paladin
China’s economy may grow 10.1 percent this year, while India’s expands 8.6 percent, according to analysts’ forecasts compiled by Bloomberg. U.S. gross domestic product will increase 3.1 percent and Europe’s will grow 1.1 percent.
Companies that build reactors may be among the biggest beneficiaries. Areva’s shares have tumbled 53 percent in the past three years. Miners including Cameco, whose stock has fallen 60 percent since then, Paladin Energy Ltd., which has lost 63 percent, and Darwin-based Energy Resources of Australia Ltd., which is down 25 percent, may also benefit.
Cameco advanced 4.9 percent in Toronto. Energy Resources jumped 3.4 percent in Sydney, while Perth, Australia-based Paladin gained 2.2 percent. Areva slid 1.9 percent in Paris.
“Longer-term it does look as though there’s going to be a shortfall of uranium and ERA and Paladin should benefit from higher prices if that plays out,” said Lyndon Fagan, a Royal Bank of Scotland Group Plc analyst in Sydney.
Cutting Pollution
Chinese Premier Wen Jiabao aims to cut pollution by reducing energy consumption 20 percent in the five years through 2010. The country pumped 6.5 billion tons of carbon dioxide into the atmosphere last year, U.S. Department of Energy data show, more than any other nation. Atomic plants produce virtually no greenhouse gases, though spent fuel remains radioactive for thousands of years and requires re-processing and storage.
China National Nuclear Corp., the nation’s first operator of reactors, said on June 28 it’s exploring for the fuel in Niger, Namibia, Zimbabwe and Mongolia.
“We’re just beginning to see the initial stages of China going abroad to buy stakes in uranium mines, but this is a trend we’re going to see more and more in the future,” said Stephen Kidd, head of strategy and research at the World Nuclear Association in London.
Growing uranium use may create a shortfall by the second half of this decade because not enough new production is planned, according to Friedel Aul, director of fuel services at Nukem Gmbh, an Alzenau, Germany-based uranium trader and broker.
Slowing Production
“Current production is based on mines that have been in operation for a long, long time,” he said. “With startup costs, certainly to bring a mine on line today is much more expensive than it was 10, 15 years ago.”
Production growth, including supplies recycled from Russian warheads under an agreement ending in 2013, may slow to 4.8 percent this year and 3.4 percent in 2011, according to RBC. It increased almost 12 percent last year.
The last time this many reactors were planned was in the 1980s, after the 1973 and 1979 oil shocks prompted the Organization of Petroleum Exporting Countries to boost prices for crude. By 2015, a new reactor may start every five days, compared with an average of one every 17 days during the 1980s, according to the World Nuclear Association.
‘Speculative Interest’
Commissioning new plants is a “game-changer” for uranium, said Mark Pervan, head of commodity research at Australia and New Zealand Banking Group Ltd. in Melbourne. Though many won’t come on line for as long as two years, “speculative interest” may drive prices to the “$60 to $80 range pretty quickly.”
Prices may recover as demand improves, said Dustin Garrow, a Denver-based executive general manager of marketing for Paladin, the world’s ninth-largest uranium producer.
“We see demand picking up noticeably and it is not just the Chinese, there are other utility consumers that are now showing interest,” Garrow said in a July 6 interview. “We could start to see fairly substantial price increases in the spot market later this year.”
---Wang Ying in Beijing, John Duce in Hong Kong and Anna Stablum in London. With assistance from Natalie Obiko Pearson in Mumbai, Christopher Donville in Vancouver, Ryan Woo in Singapore andBen Sharples in Melbourne. Editors: Clyde Russell, Justin Carrigan
To contact the reporters on this story: Wang Ying in Beijing at ywang30@bloomberg.net; John Duce in Hong Kong at Jduce1@bloomberg.net
®2010 BLOOMBERG L.P. ALL RIGHTS RESERVED.
Kein Wunder, das der Uranpreis nicht steigen will.
__________
21.07.2010
Atomenergie
Uran-Vorkommen sollen noch Jahrzehnte reichen
Die Abbau von Uran steigt rasant - das ist das Ergebnis eines Berichts der Internationalen Atomenergiebehörde. Dennoch geben sich die Experten optimistisch, was die Zukunft der Kernkraft angeht. Die weltweiten Vorkommen sollen noch mindestens hundert Jahre reichen.
http://www.spiegel.de/wissenschaft/natur/0,1518,707639,00.ht…
__________
21.07.2010
Atomenergie
Uran-Vorkommen sollen noch Jahrzehnte reichen
Die Abbau von Uran steigt rasant - das ist das Ergebnis eines Berichts der Internationalen Atomenergiebehörde. Dennoch geben sich die Experten optimistisch, was die Zukunft der Kernkraft angeht. Die weltweiten Vorkommen sollen noch mindestens hundert Jahre reichen.
http://www.spiegel.de/wissenschaft/natur/0,1518,707639,00.ht…
Jul 21, 2010 05:30 ET
Bannerman Reports New Regional Exploration and Infill Drilling Results
http://www.marketwire.com/press-release/Bannerman-Reports-Ne…
Bannerman Reports New Regional Exploration and Infill Drilling Results
http://www.marketwire.com/press-release/Bannerman-Reports-Ne…
interessant zu sehen, was Mey nun auch für einen opex angibt- 38$- kennen wir doch irgendwoher Es war schon offensichtlich, wie hier und dort auf bmn rumgehackt wurde. Aber so schlecht sind die 38 wohl nicht - gleicht sich zumindest im Namibia an-, wir werden es ja sehen. Selbst wenn der große Uranengpass die nächsten Jahre geringer ausfällt als propagiert, rechnet man dort auch mirt immerhin konservativen 65$. Jetzt muss erstmal die Minenlizenz und schleunigst ne Finanzierung her. Es wird Zeit. Sonst stehen da demnächst mehr Wasserentsalzungsanlagen als gebraucht werden.
Bannerman Takes Up Social Responsibility
Posted on: Mon, 11 Oct 2010 06:51:22 EDT
Windhoek, Oct 11, 2010 (Namibia Economist/All Africa Global Media via COMTEX) --
Bannerman Resources has stepped up its social responsibility programme by contributing N$15 000 to the Erongo Emergency Fund. The fund was initiated by the Erongo Regional Council to assist those in need due to disasters.
Bannerman also invests in the improvement of local skills and expertise with five bursaries having been awarded already.
According to Mr Brandon Munro, general manager of Bannerman Resources, skills development, community development and job opportunities are the most visible benefits to the region.
"However," he said, "once operational, the mine will also stimulate enterprise development as our 950 employees will all need somewhere to eat, shop, live and entertain themselves. This additional economic activity would typically generate another 500 secondary jobs.
"Furthermore, Bannerman goes to great lengths to maximise the opportunities for Namibian businesses to supply our current requirements and this philosophy will extend to our mining operations."
Mr Munro acknowledged that the mine will also result in an increase in the work load for regional as well as state-owned enterprises and discussed the close working partnership that will need to exist between the mines and government.
At a recent visit by the Erongo Regional Council to the Etango Project, Bannerman Resources demonstrated that uranium exploration is an expensive business. By the time the Etango Project is in full production, expected to be 2014, Bannerman's investors will have spent more than N$5 billion in developing and constructing the mine.
The company says that N$400 million has already been spent on exploration and feasibility studies to enable it to apply for a mining licence for the project.
In his finance and administration overview to the councillors, Mr Ephraim Pekema,the financial controller of Bannerman, indicated that the company expects to spend at least N$4.5 billion on construction once a mining licence is received and a project development decision made.
On concerns raised by the councillors regarding the potential radiation impact of the mine, Mr Munro explained that the Uranium industry in Namibia is committed to the world's best practice in controlling radiation risks for both employees and the public.
He added that adhering to strict international standards was made easier by the low grades of uranium deposits in Namibia when compared to elsewhere in the world. "However" he said, "such low grades also means that profitable mining is more difficult and the efficiency of employees and production techniques is of utmost importance."
Presenting the Bannerman timeline, Mr Werner Ewald, the project co-ordinator, informed the councillors that the environmental clearance has already been received and Bannerman is working steadily towards receiving a mining licence this year. He emphasised the importance of getting investors on board to put into production a mine with a life expectancy of approximately 18 years.
With 79% of employees from previously disadvantaged background, it came as no surprise that Bannerman's Affirmative Action Policy was approved in July. Bannerman currently employs 33 personnel in Namibia, of whom 32 are Namibian citizens.
Mr Augustinus Mungunda, senior geologist, briefed the councillors on the specific geological characteristics of the Etango project. The Etango exploration area is approximately 500km ' and the envisaged open pit mine will stretch over a length of 6 km with a width varying between 500m and 1 km. Once in production the mine will produce 5 to 7 million pounds of U3O8 per year
Posted on: Mon, 11 Oct 2010 06:51:22 EDT
Windhoek, Oct 11, 2010 (Namibia Economist/All Africa Global Media via COMTEX) --
Bannerman Resources has stepped up its social responsibility programme by contributing N$15 000 to the Erongo Emergency Fund. The fund was initiated by the Erongo Regional Council to assist those in need due to disasters.
Bannerman also invests in the improvement of local skills and expertise with five bursaries having been awarded already.
According to Mr Brandon Munro, general manager of Bannerman Resources, skills development, community development and job opportunities are the most visible benefits to the region.
"However," he said, "once operational, the mine will also stimulate enterprise development as our 950 employees will all need somewhere to eat, shop, live and entertain themselves. This additional economic activity would typically generate another 500 secondary jobs.
"Furthermore, Bannerman goes to great lengths to maximise the opportunities for Namibian businesses to supply our current requirements and this philosophy will extend to our mining operations."
Mr Munro acknowledged that the mine will also result in an increase in the work load for regional as well as state-owned enterprises and discussed the close working partnership that will need to exist between the mines and government.
At a recent visit by the Erongo Regional Council to the Etango Project, Bannerman Resources demonstrated that uranium exploration is an expensive business. By the time the Etango Project is in full production, expected to be 2014, Bannerman's investors will have spent more than N$5 billion in developing and constructing the mine.
The company says that N$400 million has already been spent on exploration and feasibility studies to enable it to apply for a mining licence for the project.
In his finance and administration overview to the councillors, Mr Ephraim Pekema,the financial controller of Bannerman, indicated that the company expects to spend at least N$4.5 billion on construction once a mining licence is received and a project development decision made.
On concerns raised by the councillors regarding the potential radiation impact of the mine, Mr Munro explained that the Uranium industry in Namibia is committed to the world's best practice in controlling radiation risks for both employees and the public.
He added that adhering to strict international standards was made easier by the low grades of uranium deposits in Namibia when compared to elsewhere in the world. "However" he said, "such low grades also means that profitable mining is more difficult and the efficiency of employees and production techniques is of utmost importance."
Presenting the Bannerman timeline, Mr Werner Ewald, the project co-ordinator, informed the councillors that the environmental clearance has already been received and Bannerman is working steadily towards receiving a mining licence this year. He emphasised the importance of getting investors on board to put into production a mine with a life expectancy of approximately 18 years.
With 79% of employees from previously disadvantaged background, it came as no surprise that Bannerman's Affirmative Action Policy was approved in July. Bannerman currently employs 33 personnel in Namibia, of whom 32 are Namibian citizens.
Mr Augustinus Mungunda, senior geologist, briefed the councillors on the specific geological characteristics of the Etango project. The Etango exploration area is approximately 500km ' and the envisaged open pit mine will stretch over a length of 6 km with a width varying between 500m and 1 km. Once in production the mine will produce 5 to 7 million pounds of U3O8 per year
@ Harry0978
http://www.brr.com.au/event/68649
http://www.brr.com.au/event/68649
Antwort auf Beitrag Nr.: 40.317.986 von Ikar am 14.10.10 01:39:29da tut sich wieder was..
das könnte ein verlassen des tals sein.
wie seht ihr das?
das könnte ein verlassen des tals sein.
wie seht ihr das?
Antwort auf Beitrag Nr.: 40.328.305 von commodityleviathan am 15.10.10 11:59:47also-Könnte, aber ich glaube eher noch nicht sofort.
es tut sich was im Markt, bmn hat noch nichts Neues gebracht.
Es gibt immer zwei Hebel, das Marktumfeld und eigene News. Der Markt hat sich grad leicht bewegt, aber das kann noch etwas dauern, denn wenn, dann rechne ich mit stärkeren Impulsen.
Bmn selbst hat eigentlich richtig was in der pipeline, sieh dir die letzte Präsentation an. Denke auch, das die liefern könnten, aber evtl. bietet sich das jetzt noch nicht an. Ich tippe entgegen der Angaben auf innerhalb des nächsten halben Jahres.
es tut sich was im Markt, bmn hat noch nichts Neues gebracht.
Es gibt immer zwei Hebel, das Marktumfeld und eigene News. Der Markt hat sich grad leicht bewegt, aber das kann noch etwas dauern, denn wenn, dann rechne ich mit stärkeren Impulsen.
Bmn selbst hat eigentlich richtig was in der pipeline, sieh dir die letzte Präsentation an. Denke auch, das die liefern könnten, aber evtl. bietet sich das jetzt noch nicht an. Ich tippe entgegen der Angaben auf innerhalb des nächsten halben Jahres.
2010-Annual-Report-221
http://www.bannermanresources.com/media/articles/Homepage---…
Notice of Annual General Meeting and
Management Information Circular -23 November 2010
http://www.bannermanresources.com/media/articles/Homepage---…
http://www.bannermanresources.com/media/articles/Homepage---…
Notice of Annual General Meeting and
Management Information Circular -23 November 2010
http://www.bannermanresources.com/media/articles/Homepage---…
Antwort auf Beitrag Nr.: 40.328.305 von commodityleviathan am 15.10.10 11:59:47heute schon wieder entgegen dem Markt, bmn und ext stark, kleines Luftholen, aber gleich weiter, bei beiden sollte was kommen. Die letzte news scheint anzukommen.
Kanada heute sehr stark, das Volumen sehr schön.
QUARTERLY ACTIVITIES REPORT
FOR THE PERIOD ENDED 30 SEPTEMBER 2010
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=512083
-Updated mineral resource estimate for the Etango Project with total contained U3O8 increasing 31%
-Additional high grade intersections from Ondjamba and Hyena
-Etango Project feasibility study has progressed significantly
-Appointment of Ms Monica Kalondo to the Board of Bannerman’s Namibian subsidiary
-Cash reserves at quarter end of A$12.1 million (30 June 2010: A$16.6 million).
Mining exploration entity quarterly report
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=512082
BANNERMAN SIGNIFICANTLY EXPANDS ETANGO PROJECT URANIUM RESOURCE
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=512081
-31% increase in total contained metal.
- Measured and Indicated resources total 336.2Mt at 201ppm for 148.7Mlbs U3O8, and Inferred resources total 164.6Mt at 176ppm for 63.9Mlbs U3O8. The estimate is reported at a cut-off grade of 100ppm U3O8.
- The updated resource estimate includes Inferred resources for the Ondjamba and Hyena satellite deposits for the first time.
- Adoption of Ordinary Kriging methodology, resulting in more tonnes at a lower grade than the previous estimate, is considered a more prudent approach for modeling the Etango deposit.
-The increased resource estimate has the potential to extend the total Project mine life.
BANNERMAN APPOINTS MS MONICA KALONDO TO SUBSIDIARY BOARD
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=511770" target="_blank" rel="nofollow ugc noopener">
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=511770
FOR THE PERIOD ENDED 30 SEPTEMBER 2010
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=512083
-Updated mineral resource estimate for the Etango Project with total contained U3O8 increasing 31%
-Additional high grade intersections from Ondjamba and Hyena
-Etango Project feasibility study has progressed significantly
-Appointment of Ms Monica Kalondo to the Board of Bannerman’s Namibian subsidiary
-Cash reserves at quarter end of A$12.1 million (30 June 2010: A$16.6 million).
Mining exploration entity quarterly report
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=512082
BANNERMAN SIGNIFICANTLY EXPANDS ETANGO PROJECT URANIUM RESOURCE
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=512081
-31% increase in total contained metal.
- Measured and Indicated resources total 336.2Mt at 201ppm for 148.7Mlbs U3O8, and Inferred resources total 164.6Mt at 176ppm for 63.9Mlbs U3O8. The estimate is reported at a cut-off grade of 100ppm U3O8.
- The updated resource estimate includes Inferred resources for the Ondjamba and Hyena satellite deposits for the first time.
- Adoption of Ordinary Kriging methodology, resulting in more tonnes at a lower grade than the previous estimate, is considered a more prudent approach for modeling the Etango deposit.
-The increased resource estimate has the potential to extend the total Project mine life.
BANNERMAN APPOINTS MS MONICA KALONDO TO SUBSIDIARY BOARD
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=511770" target="_blank" rel="nofollow ugc noopener">
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=511770
und weiter gehts -U308 Price 55.00 USD/Lb
http://www.bloomberg.com/apps/quote?ticker=MFURMDUR:IND
http://www.bloomberg.com/apps/quote?ticker=MFURMDUR:IND
Canada entwickelt sich immer mehr zum Leitwolf, 15% bislang
Antwort auf Beitrag Nr.: 40.468.933 von Ikar am 06.11.10 18:25:22Habe mich bisher zurückgehalten, weil ich nicht ganz so für Atomkraftwerke plädiere, dennoch werden wir ohne diese auf Jahre nicht auskommen und China mit seinem Energiehunger baut ja Atomkraftwerke wie wenn sie ganz China zum leuchten bringen wollten.
Deshalb habe ich hier investiert und denke wir werden hier sehr bald die 2 $ sehen.
Ich werde mich dennoch mit schreiben zurückhalten weil . ich doch einige größre Investitionen in anderen Segmenten habe bei denen mein Gewissen etwas ruhiger damit umgehen kann.
Weiterhin viel Glück uns Allen Investierten.
Sunny3999
Deshalb habe ich hier investiert und denke wir werden hier sehr bald die 2 $ sehen.
Ich werde mich dennoch mit schreiben zurückhalten weil . ich doch einige größre Investitionen in anderen Segmenten habe bei denen mein Gewissen etwas ruhiger damit umgehen kann.
Weiterhin viel Glück uns Allen Investierten.
Sunny3999
Antwort auf Beitrag Nr.: 40.599.520 von sunny3999 am 26.11.10 17:52:04hi,
noch guter Einstieg!
Was ist am Atomstrom aus Frankreich eigentlich anders? tja, meine Meinung, alles kostet was, auch die deutsche Moral diesbezüglich. Kannst ja mal drauf achten, wenn wirs uns nicht mehr leisten können sollten, wie schnell sich das dann erledigt.
davon mal abgesehen, alle, die nicht aktiv auf die Strasse gehen oder sich anderweitig engagieren, unterstützen automatisch die vorherrschende Meinung. Sei es für oder wie in Deutschland gegen Atom. Hatte mich schon in den 80ern mit Schulkameraden diesbezüglich in der Wolle.
noch guter Einstieg!
Was ist am Atomstrom aus Frankreich eigentlich anders? tja, meine Meinung, alles kostet was, auch die deutsche Moral diesbezüglich. Kannst ja mal drauf achten, wenn wirs uns nicht mehr leisten können sollten, wie schnell sich das dann erledigt.
davon mal abgesehen, alle, die nicht aktiv auf die Strasse gehen oder sich anderweitig engagieren, unterstützen automatisch die vorherrschende Meinung. Sei es für oder wie in Deutschland gegen Atom. Hatte mich schon in den 80ern mit Schulkameraden diesbezüglich in der Wolle.
Antwort auf Beitrag Nr.: 40.600.290 von Ikar am 26.11.10 19:38:02Bin schon eine Weile drin, nicht erst seit heute - wie gesagt ich trau der BAN noch einiges zu zumal sie eines der reichsten Funde haben!
Antwort auf Beitrag Nr.: 40.601.348 von sunny3999 am 27.11.10 00:16:39sry- wenn ich das verbessern darf- einer der "größeren" Funde. reich klingt nach high grade und viel. BMN hat großes Volumen, aber low grade. Man darf nicht vergessen, dass das alles ein Spiel ist, was nur durch die Engpässe der nächsten Jahre geht. Bis vor kurzem hätten sich die meisten neuen Uranexplorer/Juniorproducer nicht wirklich gerechnet.
Es gibt ganz wenige, die wie EXT hervorstechen durch wirklich großes Volumen und hohen, aber trotzdem noch low grade Werten. High grade bedeutet, da können nur Roboter abbauen und die Kosten sind ganz andere.
Aber BMN ist sicher Einer der Wenigen, die sich direkt danach einreihen und im Hype die nächsten Jahre gut laufen sollten. Und aus denen sticht BMN heraus, weil sie im Zeitplan mit am Weitesten sind und so zeitlich perfekt liegen. Gerade auf die Mining licence können wir uns freuen.
Es gibt ganz wenige, die wie EXT hervorstechen durch wirklich großes Volumen und hohen, aber trotzdem noch low grade Werten. High grade bedeutet, da können nur Roboter abbauen und die Kosten sind ganz andere.
Aber BMN ist sicher Einer der Wenigen, die sich direkt danach einreihen und im Hype die nächsten Jahre gut laufen sollten. Und aus denen sticht BMN heraus, weil sie im Zeitplan mit am Weitesten sind und so zeitlich perfekt liegen. Gerade auf die Mining licence können wir uns freuen.
seit gegrüßt kameraden,
ich bin auf euch gestoßen durch einen internationalen uraniumletter.....ich suche auf alle fälle noch ein günstiges uraninvest und bin gerade am schmökern wie die dinge stehen....wer aber lust hat kann mir einen kleinen 3 zeiler zum invest schreiben...habe ich etwa noch eine supergünstge perle entdeckt...
ich bin auf euch gestoßen durch einen internationalen uraniumletter.....ich suche auf alle fälle noch ein günstiges uraninvest und bin gerade am schmökern wie die dinge stehen....wer aber lust hat kann mir einen kleinen 3 zeiler zum invest schreiben...habe ich etwa noch eine supergünstge perle entdeckt...
Antwort auf Beitrag Nr.: 40.602.261 von Ikar am 27.11.10 13:43:00Hi Ikar - du hast recht das Unternnehmen hat den Sitz in Australien und somit ist das Kürzel BMN gültiger als die an der Toronto Exchange geführte - TSE:BAN.
Wie gesagt ich habe einige IR gelesen und empfinde Namibia als einer der wenigen sicheren, demokratisch geführten afrikanischen Staaten.
Ich finde in den nächsten Monaten könnte es interessant werden !
Also good luck!
Wie gesagt ich habe einige IR gelesen und empfinde Namibia als einer der wenigen sicheren, demokratisch geführten afrikanischen Staaten.
Ich finde in den nächsten Monaten könnte es interessant werden !
Also good luck!
Antwort auf Beitrag Nr.: 40.602.393 von hadesitem am 27.11.10 14:37:19Die Präsentation vom CEO mit Video zeigt auf was das Unternehmen an Entwicklung machen könnte!
Den Rest muß du Dir selber anlesen und bewerten !
http://www.brr.com.au/event/frame/68649
Den Rest muß du Dir selber anlesen und bewerten !
http://www.brr.com.au/event/frame/68649
Antwort auf Beitrag Nr.: 40.602.394 von sunny3999 am 27.11.10 14:37:37ich sehe das ja ähnlich, aber sicher ist nichts.
sieh Dir Madagaskar an, sah alles oberflächlich so supi im Vergleich aus und hat dann krass gedreht. Ich denke auch, dass Namibia auf einem schon länger andauernden guten Weg ist im afrikanischen Vergleich, aber man sollte das beobachten. Mit einem Anteil von 20 Prozent des BIP und 50 Prozent des Exports ist der Bergbau neben dem Tourismus der wichtigste Wirtschaftszweig in Namibia, und das nur bislang. Vor allem die Großen wie sind dort sehr mächtig. Bleibt abzuwarten, wie die ihre Interessen durchsetzen und es gibt Anzeichen, wie sich der Staat an Uranminen beteiligen will. Letzteres sehe ich generell nicht nur negativ, aber man sollte es auch am Beispiel EXT weiter verfolgen. BMN ist noch unter dem Radar, aber das wird sich ändern, auch was die Begehrlichkeiten angeht.
na, schaun wir mal, good luck gehört auch dazu.
sieh Dir Madagaskar an, sah alles oberflächlich so supi im Vergleich aus und hat dann krass gedreht. Ich denke auch, dass Namibia auf einem schon länger andauernden guten Weg ist im afrikanischen Vergleich, aber man sollte das beobachten. Mit einem Anteil von 20 Prozent des BIP und 50 Prozent des Exports ist der Bergbau neben dem Tourismus der wichtigste Wirtschaftszweig in Namibia, und das nur bislang. Vor allem die Großen wie sind dort sehr mächtig. Bleibt abzuwarten, wie die ihre Interessen durchsetzen und es gibt Anzeichen, wie sich der Staat an Uranminen beteiligen will. Letzteres sehe ich generell nicht nur negativ, aber man sollte es auch am Beispiel EXT weiter verfolgen. BMN ist noch unter dem Radar, aber das wird sich ändern, auch was die Begehrlichkeiten angeht.
na, schaun wir mal, good luck gehört auch dazu.
Antwort auf Beitrag Nr.: 40.602.646 von sunny3999 am 27.11.10 16:14:46ich danke für den link ich werde mich weiter informieren....
auf alle fälle wird uran ein gutes invest sein...
auf alle fälle wird uran ein gutes invest sein...
Was mir sehr gut gefällt an dem Thread ist, das trotz Eröffnung seit 2007 nur etas mehr als 200 Beiträge liefen - es gesittet zugeht und die Schmeißfliegen weit weg sind !
Da kann sich die Perle in den seichten Gewässern schön entwickeln.
Da kann sich die Perle in den seichten Gewässern schön entwickeln.
Uranium on the move
Robin Bromby
From: The Australian
December 01, 2010 11:32AM
URANIUM prices continue to surge on the back of a looming new wave of investment by China in nuclear power.
Spot uranium is now sitting at $US61 a pound, a dramatic improvement since June when it only just found support level at a whisker over $US40/lb.
So the news today that some Labor federal politicians now want the party to have a serious debate on the subject of nuclear power in Australia - which, unlike wind or solar power, provides base load, reliable electricity at an economic cost - comes just as it is starting to dawn on investors that uranium demand is about to take a big leap.
The latest report from the commodities team at Canada?s Scotiabank notes that China's 12th five-year plan will call for the doubling of nuclear energy's role in the country. The report says it is clear that a renaissance in nuclear energy is genuinely under way. China's National Development and Reform Commission's Energy Research Institute estimates that the number of nuclear reactors will grow from today's 13 to the equivalent of more than 80 by 2020. The details of the new five-year (2011-2015) will be released in the first months of next year.
Also boosting spot uranium prices was news of large, long-term supply agreements: one, France's Areva will supply 52 million pounds at $US67/lb to China Guangdong Nuclear Power Corp; two, Canada's Cameco will sell that Chinese company 25m pounds (along with 23m pounds to China National Nuclear Association; and, three, the state-owned nuclear power company in Kazakhstan will also supply China Guangdong with 63m pounds by 2020. As Scotiabank notes, these contracts will tie up considerable quantities of uranium.
World production totals 140m pounds a year.
http://www.theaustralian.com.au/business/mining-energy/urani…
Robin Bromby
From: The Australian
December 01, 2010 11:32AM
URANIUM prices continue to surge on the back of a looming new wave of investment by China in nuclear power.
Spot uranium is now sitting at $US61 a pound, a dramatic improvement since June when it only just found support level at a whisker over $US40/lb.
So the news today that some Labor federal politicians now want the party to have a serious debate on the subject of nuclear power in Australia - which, unlike wind or solar power, provides base load, reliable electricity at an economic cost - comes just as it is starting to dawn on investors that uranium demand is about to take a big leap.
The latest report from the commodities team at Canada?s Scotiabank notes that China's 12th five-year plan will call for the doubling of nuclear energy's role in the country. The report says it is clear that a renaissance in nuclear energy is genuinely under way. China's National Development and Reform Commission's Energy Research Institute estimates that the number of nuclear reactors will grow from today's 13 to the equivalent of more than 80 by 2020. The details of the new five-year (2011-2015) will be released in the first months of next year.
Also boosting spot uranium prices was news of large, long-term supply agreements: one, France's Areva will supply 52 million pounds at $US67/lb to China Guangdong Nuclear Power Corp; two, Canada's Cameco will sell that Chinese company 25m pounds (along with 23m pounds to China National Nuclear Association; and, three, the state-owned nuclear power company in Kazakhstan will also supply China Guangdong with 63m pounds by 2020. As Scotiabank notes, these contracts will tie up considerable quantities of uranium.
World production totals 140m pounds a year.
http://www.theaustralian.com.au/business/mining-energy/urani…
Trading Halt
wegen "share placements offering"
http://203.15.147.66/asxpdf/20101210/pdf/31vj0sc95klt9t.pdf
wegen "share placements offering"
http://203.15.147.66/asxpdf/20101210/pdf/31vj0sc95klt9t.pdf
http://www.marketwire.com/press-release/Bannerman-Announces-…
Dec 13, 2010 07:11 ET
Bannerman Announces A$15 Million Financing
PERTH, AUSTRALIA--(Marketwire - Dec. 13, 2010) -
"NOT FOR DISTRIBUTION TO UNITED STATES NEWS SERVICES OR FOR DISSEMINATION INTO THE UNITED STATES"
Bannerman Resources Limited (TSX:BAN)(ASX:BMN)(NSX:BMN) ("Bannerman") announces that it is in the process of completing a private placement offering of ordinary shares (the "Placement") pursuant to the approval obtained from its shareholders at its general meeting held on November 23, 2010.
The Placement is being undertaken with Argonaut Securities out of Australia. The bidding process has been over-subscribed, including participation by a range of new and existing institutional investors, at an issue price of A$0.50 per share, for total proceeds of A$15 million.
Trading in Bannerman's shares has been temporarily halted on the Australian Securities Exchange (ASX) pending finalisation of the Placement, which is expected shortly.
Proceeds from the placement will be used to advance Bannerman's feasibility study on its 80%-owned flagship Etango Uranium Project in Namibia, for regional exploration activities, and for general corporate and administrative purposes.
Dec 13, 2010 07:11 ET
Bannerman Announces A$15 Million Financing
PERTH, AUSTRALIA--(Marketwire - Dec. 13, 2010) -
"NOT FOR DISTRIBUTION TO UNITED STATES NEWS SERVICES OR FOR DISSEMINATION INTO THE UNITED STATES"
Bannerman Resources Limited (TSX:BAN)(ASX:BMN)(NSX:BMN) ("Bannerman") announces that it is in the process of completing a private placement offering of ordinary shares (the "Placement") pursuant to the approval obtained from its shareholders at its general meeting held on November 23, 2010.
The Placement is being undertaken with Argonaut Securities out of Australia. The bidding process has been over-subscribed, including participation by a range of new and existing institutional investors, at an issue price of A$0.50 per share, for total proceeds of A$15 million.
Trading in Bannerman's shares has been temporarily halted on the Australian Securities Exchange (ASX) pending finalisation of the Placement, which is expected shortly.
Proceeds from the placement will be used to advance Bannerman's feasibility study on its 80%-owned flagship Etango Uranium Project in Namibia, for regional exploration activities, and for general corporate and administrative purposes.
Antwort auf Beitrag Nr.: 40.701.693 von Ikar am 13.12.10 17:19:19Und dafür einen Trading Halt.......
Antwort auf Beitrag Nr.: 40.703.066 von JoJo2006 am 13.12.10 20:13:29Leider in Australien manchmal oder immer Pflicht !
Antwort auf Beitrag Nr.: 40.703.163 von sunny3999 am 13.12.10 20:26:47Nein... Pflicht ist das nicht.
Möglicherweise hatten sie die Befürchtung, dass der Kurs vor der Veröffentlichung unter den PP-Preis fallen könnte...
Möglicherweise hatten sie die Befürchtung, dass der Kurs vor der Veröffentlichung unter den PP-Preis fallen könnte...
Antwort auf Beitrag Nr.: 40.703.755 von JoJo2006 am 13.12.10 22:11:43Najaa, zu 50 cent...hoffe mal der kurs sackt nicht auf die 50 cent hinunter bei der wiederaufnahme des handels. Allen im Allen is das pp ja positiv. CASH
Ich würde behaupten Bannerman hat mal gerade den Turbo eingelegt!
spot jetzt bei 63,5
Nur ne Frage, wann hier der Ausgleich stattfindet.
Nur ne Frage, wann hier der Ausgleich stattfindet.
Schöner Schluss in AUS
der spot ist in Bewegung, 65,3 aktuell , das ist schon ungewöhnlich, solche Steigerungen
Antwort auf Beitrag Nr.: 40.814.089 von Ikar am 06.01.11 18:59:28hi ikar, ja - und hand in hand mit dem spotpreis steigt auch die aktie. .... und keiner sagt was ?????
Antwort auf Beitrag Nr.: 40.845.898 von alfber-vie am 12.01.11 11:44:43Lauter Geniesser hier im Thread - da brauchts keine Worte und Texte!
Antwort auf Beitrag Nr.: 40.847.338 von sunny3999 am 12.01.11 14:32:17http://www.youtube.com/watch?v=COiIC3A0ROM
Antwort auf Beitrag Nr.: 40.847.517 von Ikar am 12.01.11 14:54:46Sicher - lets stay together - tolles Motto und guter Sound !
Antwort auf Beitrag Nr.: 40.809.347 von JoJo2006 am 06.01.11 11:30:42Ich finde den kanadischen Chart auch schön!
TÄGLICH ZWISCHEN 5-10 % ist schon a bisserl viel, ich nehm es trotzdem gern !
Antwort auf Beitrag Nr.: 40.852.404 von sunny3999 am 13.01.11 08:07:05aber grad soviel, um unter dem Radar zu bleiben. BB und Unrat aller Art
Antwort auf Beitrag Nr.: 40.853.570 von Ikar am 13.01.11 10:45:31ein guter beitrag von rotten2core2 auf stockhouse.com
http://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=BA…
______________________________________________________
The U sector is heating up and BAN is still flying under the radar. I'm seeing alot of other junior names being thrown around by the analysts but BAN rarely gets a mention. BAN will fly when the market wakes up and realizes they are sitting on one of the largest undeveloped Uranium deposits in the world - 212M lbs in extremely mining-friendly Namibia; easy open pit mining; flat Opex over life of mine (+20 yrs) and set for production in 2013 corresponding with where most analysts are forcasting peak demand (much higher U prices)
A look at the numbers reveals just how valuable BAN is even at todays prices. They have modelled around a $70/lb LT price , which I believe is now conservative given the current supply/demand climate:
$70/lb-$42/lb (opex) = $28/lb * 6M lbs/yr (5-7M lbs/yr production) * .67 (33% Namibia tax) * .80 (80% ownership) = $90M net profit/yr
$80/lb LT price = $122M/yr net profit
$90/lb LT price = $154M/yr net profit
Throw a 10X multiple (P/E ratio of 10) on any of these numbers and you get a Market Cap of between $900M - $1.5 Billion. At today's .84 level, we have a current MC of $194M so the upside here is amazing!
I keep hearing Strathmore Minerals name thrown around by the analysts. There was a piece in the Financial Post yesterday saying how undervalued they are - "The company has more than $20-million in cash. STM's enterprise value (EV) to resource ratio is about $1.30/lb versus the industry average ratio of $2.50/lb."
Well Bannerman is currently trading with an EV/lb of $.91/lb!! If BAN was currently at the industry average of $2.50/lb * 212Mlbs = $530M MC / 230M shares outstanding = $2.30/share!! WE SHOULD BE TRADING AT $2.30/SHARE!
The market will soon recognize this value and we will be off to the races. Congrats to all enetering at these levels!
Read more: http://www.financialpost.com/news/Imhof+wins+with+gain/41068…
http://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=BA…
______________________________________________________
The U sector is heating up and BAN is still flying under the radar. I'm seeing alot of other junior names being thrown around by the analysts but BAN rarely gets a mention. BAN will fly when the market wakes up and realizes they are sitting on one of the largest undeveloped Uranium deposits in the world - 212M lbs in extremely mining-friendly Namibia; easy open pit mining; flat Opex over life of mine (+20 yrs) and set for production in 2013 corresponding with where most analysts are forcasting peak demand (much higher U prices)
A look at the numbers reveals just how valuable BAN is even at todays prices. They have modelled around a $70/lb LT price , which I believe is now conservative given the current supply/demand climate:
$70/lb-$42/lb (opex) = $28/lb * 6M lbs/yr (5-7M lbs/yr production) * .67 (33% Namibia tax) * .80 (80% ownership) = $90M net profit/yr
$80/lb LT price = $122M/yr net profit
$90/lb LT price = $154M/yr net profit
Throw a 10X multiple (P/E ratio of 10) on any of these numbers and you get a Market Cap of between $900M - $1.5 Billion. At today's .84 level, we have a current MC of $194M so the upside here is amazing!
I keep hearing Strathmore Minerals name thrown around by the analysts. There was a piece in the Financial Post yesterday saying how undervalued they are - "The company has more than $20-million in cash. STM's enterprise value (EV) to resource ratio is about $1.30/lb versus the industry average ratio of $2.50/lb."
Well Bannerman is currently trading with an EV/lb of $.91/lb!! If BAN was currently at the industry average of $2.50/lb * 212Mlbs = $530M MC / 230M shares outstanding = $2.30/share!! WE SHOULD BE TRADING AT $2.30/SHARE!
The market will soon recognize this value and we will be off to the races. Congrats to all enetering at these levels!
Read more: http://www.financialpost.com/news/Imhof+wins+with+gain/41068…
0,58?? na, hat der Fratz in Frankfurt jemanden kleingetaxt?
pari ist 0,61 und BAN ist im RUN.
pari ist 0,61 und BAN ist im RUN.
und weiter gehts, mid spot grad bei 0,67. Sellers sollen angeblich auf die 0,70 warten, also bei dem verlangsamten speed ruhig noch Zeit lassen.
na, wer sagst denn- höchste Volumen bislang bei den Holzfällern, sieht doch legger und leger aus
Wenn man sich die folgende Meldung durchliest deutet alles auf eine Produktion oder Übernahme in 2012 hin.
Wir leigen aktuell unter 200 Mio. - die Bewertung in 2 Jahren dürfte zwischen 1-2 Milliarden liegen wenn produziert wird meiner Meinung nach.
Da das Projekt Etango in der Nähe von Areva / Paladin ist könnte ich mir vorstellen das Paladin vielleicht hier zu schlägt..die haben ja im Dezember auch schon Gebiete zugekauft. Macht Sinn und man könnte die Produktionsanlagen vielleicht gleich mit nutzen.
Was meint Ihr ?
500 - 1000 % könnten hier mit etwas Glück in den nächsten Jahren drinn sein oder ?
Sagt Rohstoffraketen oder ein anderer Börsenbrief was zu der Aktie ?
In Deutschland gibt es NOCH wenig Interesse !?!
http://www.miningweekly.com/article/bannerman-looking-for-na…
Search for project manager for Etango project
Uranium hopeful Bannerman Resources is searching for a project partner to help with the development of its Etango uranium project, in Namibia.
A number of parties have already visited the site and undertaken due diligence on the feasibility study work, which has been completed to date, the company says.
Bannerman is now pursuing a sensible and value-accretive development partner transaction at project level that will facilitate the provision of project debt and equity financing, says Bannerman Resources CEO Len Jubber.
The feasibility study, which is currently under way, estimates that the Etango project will produce, on average, between five-million and seven-million pounds of uranium oxide a year over 20 years.
A simple heap-leaching processing route has been selected as the most appropriate, lowest-risk and lowest-cost approach.
Currently, the project development costs are estimated at $638-million, before mining fleet and working capital, but including a proportion of desalinated water infrastructure capital.
The accuracy of capital and operating cost estimates has been greatly enhanced by sourcing competitive supplier quotes for a large majority of the costed items, says Jubber.
“The extensive work completed in 2010 has substantially derisked the technical aspects of the project and delivered a robust capital and operating cost estimate. “Etango is a globally significant and low-risk project with unparalleled leverage to the rising uranium price,” he says.
Bannerman is well positioned to benefit from the nuclear power generation plans for numerous countries, particularly China and other Asian nations, he adds.
“Further, our generative exploration work over the past six months has been very successful in identifying two new satellite deposits close the Etango project, while exciting drill targets have been identified immediately to the north of the Swakop river.”
Subject to Bannerman securing a suitable development partner, the company aims to complete the feasibility study by early 2012 and to move the project to a development decision “as soon as possible there- after”.
Wir leigen aktuell unter 200 Mio. - die Bewertung in 2 Jahren dürfte zwischen 1-2 Milliarden liegen wenn produziert wird meiner Meinung nach.
Da das Projekt Etango in der Nähe von Areva / Paladin ist könnte ich mir vorstellen das Paladin vielleicht hier zu schlägt..die haben ja im Dezember auch schon Gebiete zugekauft. Macht Sinn und man könnte die Produktionsanlagen vielleicht gleich mit nutzen.
Was meint Ihr ?
500 - 1000 % könnten hier mit etwas Glück in den nächsten Jahren drinn sein oder ?
Sagt Rohstoffraketen oder ein anderer Börsenbrief was zu der Aktie ?
In Deutschland gibt es NOCH wenig Interesse !?!
http://www.miningweekly.com/article/bannerman-looking-for-na…
Search for project manager for Etango project
Uranium hopeful Bannerman Resources is searching for a project partner to help with the development of its Etango uranium project, in Namibia.
A number of parties have already visited the site and undertaken due diligence on the feasibility study work, which has been completed to date, the company says.
Bannerman is now pursuing a sensible and value-accretive development partner transaction at project level that will facilitate the provision of project debt and equity financing, says Bannerman Resources CEO Len Jubber.
The feasibility study, which is currently under way, estimates that the Etango project will produce, on average, between five-million and seven-million pounds of uranium oxide a year over 20 years.
A simple heap-leaching processing route has been selected as the most appropriate, lowest-risk and lowest-cost approach.
Currently, the project development costs are estimated at $638-million, before mining fleet and working capital, but including a proportion of desalinated water infrastructure capital.
The accuracy of capital and operating cost estimates has been greatly enhanced by sourcing competitive supplier quotes for a large majority of the costed items, says Jubber.
“The extensive work completed in 2010 has substantially derisked the technical aspects of the project and delivered a robust capital and operating cost estimate. “Etango is a globally significant and low-risk project with unparalleled leverage to the rising uranium price,” he says.
Bannerman is well positioned to benefit from the nuclear power generation plans for numerous countries, particularly China and other Asian nations, he adds.
“Further, our generative exploration work over the past six months has been very successful in identifying two new satellite deposits close the Etango project, while exciting drill targets have been identified immediately to the north of the Swakop river.”
Subject to Bannerman securing a suitable development partner, the company aims to complete the feasibility study by early 2012 and to move the project to a development decision “as soon as possible there- after”.
kleine aktuelle Kalkulation:
Aktueller Uranpreis: 68 Dollar pro Pound
...produce...between
five-million -> 5 Mio x 68 Dollar pro Pound -> 340 Mio. Dollar / Jahrand
seven-million pounds of uranium oxide a year -> 7 Mio x 68 Dollar pro Pound -> 476 Mio. Dollar / Jahr
over 20 years. (Mittelwert 400 Mio Dollar x 20 Jahre -> 8 Milliarden)
Wo seht Ihr den Marktwert in 1-2 Jahren ?
Aktueller Uranpreis: 68 Dollar pro Pound
...produce...between
five-million -> 5 Mio x 68 Dollar pro Pound -> 340 Mio. Dollar / Jahrand
seven-million pounds of uranium oxide a year -> 7 Mio x 68 Dollar pro Pound -> 476 Mio. Dollar / Jahr
over 20 years. (Mittelwert 400 Mio Dollar x 20 Jahre -> 8 Milliarden)
Wo seht Ihr den Marktwert in 1-2 Jahren ?
Hallo an alle Investierten.
Bin im Rahmen meiner Recherchen nach interessanten Explorern für mein Depot durch Zufall auf Bannerman gestoßen und bin positiv über die hier vorliegenden Fundamentaldaten gestimmt.
Von einem Invest hält mich allerdings derzeit noch eine Sache ab, die in Foren/ Medien zirkuliert. Es geht darum, dass China wohl kurz davor steht, abgebrannte Brennstäbe wieder aufzuarbeiten und dadurch der Uran-Markt einen entsprechenden Dämpfer erhalten würde...
Dazu gibt es hier auch einen nicht ganz uninteressanten Artikel:
http://www.miningweekly.com/article/analysts-say-chinese-ura…
Mein Frage daher, wie schätzt ihr die Situation bei Bannerman kurz- mittelfristig ein?
Würde mich über Antworten freuen.
payroll
Bin im Rahmen meiner Recherchen nach interessanten Explorern für mein Depot durch Zufall auf Bannerman gestoßen und bin positiv über die hier vorliegenden Fundamentaldaten gestimmt.
Von einem Invest hält mich allerdings derzeit noch eine Sache ab, die in Foren/ Medien zirkuliert. Es geht darum, dass China wohl kurz davor steht, abgebrannte Brennstäbe wieder aufzuarbeiten und dadurch der Uran-Markt einen entsprechenden Dämpfer erhalten würde...
Dazu gibt es hier auch einen nicht ganz uninteressanten Artikel:
http://www.miningweekly.com/article/analysts-say-chinese-ura…
Mein Frage daher, wie schätzt ihr die Situation bei Bannerman kurz- mittelfristig ein?
Würde mich über Antworten freuen.
payroll
Antwort auf Beitrag Nr.: 40.907.799 von payroll am 22.01.11 16:46:57hey payroll,
die Aufarbeitung der Chinesen vergiss mal ganz. Zum Einen ists nicht neu, die Deutschen haben vor 20Jahren sich auch schon dran versucht, des weiteren stimmts net, dass soviel dadurch substituiert werden kann und ausserdem wirds irre kosten und arbeitsintensiv. War ein verzweifelter Versuch der Chinesen, den Uranmarkt zu beeinflussen, alle habens gemerkt, der spot ging daraufhin komischerweise erst recht hoch. Und, wohl das wichtigste, das ist sowas von Zukunftsmusik, 20 bis 30Jahre, wenns überhaupt praktikal ist. Alle Anderen sind dran gescheitert.
zu BMN- tja, warten alle hier auf die mining licence, wenn die kommt, wären sie die ersten in Namibia, das ist schon mal nen Sprung wert, aber so wie sie darstehen jetzt mit dem spot und langfristpreis, werden sie einen Investor für die capex brauchen, das wird ein großer sein, steht eigentlich schon länger an, kann also jederzeit passieren und das wird ein Feuerwerk, für viele eine Auferstehen von den Toten, bei dem Debakel letztes Jahr mit der Opex und dem spot. Also Neubewertung. vom mittelfristig Verdreifacher bis 10 ist alles drin. Schau , wo wir herkommen.
die Aufarbeitung der Chinesen vergiss mal ganz. Zum Einen ists nicht neu, die Deutschen haben vor 20Jahren sich auch schon dran versucht, des weiteren stimmts net, dass soviel dadurch substituiert werden kann und ausserdem wirds irre kosten und arbeitsintensiv. War ein verzweifelter Versuch der Chinesen, den Uranmarkt zu beeinflussen, alle habens gemerkt, der spot ging daraufhin komischerweise erst recht hoch. Und, wohl das wichtigste, das ist sowas von Zukunftsmusik, 20 bis 30Jahre, wenns überhaupt praktikal ist. Alle Anderen sind dran gescheitert.
zu BMN- tja, warten alle hier auf die mining licence, wenn die kommt, wären sie die ersten in Namibia, das ist schon mal nen Sprung wert, aber so wie sie darstehen jetzt mit dem spot und langfristpreis, werden sie einen Investor für die capex brauchen, das wird ein großer sein, steht eigentlich schon länger an, kann also jederzeit passieren und das wird ein Feuerwerk, für viele eine Auferstehen von den Toten, bei dem Debakel letztes Jahr mit der Opex und dem spot. Also Neubewertung. vom mittelfristig Verdreifacher bis 10 ist alles drin. Schau , wo wir herkommen.
Antwort auf Beitrag Nr.: 40.940.370 von Ikar am 28.01.11 00:02:47ach, kurzfristig nur abhängig vom spot , wenn nicht News dazwischenpfuschen
Antwort auf Beitrag Nr.: 40.940.370 von Ikar am 28.01.11 00:02:47Hey Ikar!
Danke für deine umfang- und aufschlussreiche antwort. damit hast du mir wirklich weitergeholfen.
ich warte noch ein wenig ab, was sich kurstechnisch die kommenden tage noch so ergeben mag. :-)
Danke für deine umfang- und aufschlussreiche antwort. damit hast du mir wirklich weitergeholfen.
ich warte noch ein wenig ab, was sich kurstechnisch die kommenden tage noch so ergeben mag. :-)
Antwort auf Beitrag Nr.: 40.940.372 von Ikar am 28.01.11 00:03:43und der spot geht weiter nach oben. 71,75 $
http://www.bloomberg.com/apps/quote?ticker=MFURMDUR:IND
http://www.bloomberg.com/apps/quote?ticker=MFURMDUR:IND
bin dann auch mal mit einer ersten kl. posi mit dabei.
allen gute kurse & news
allen gute kurse & news
Antwort auf Beitrag Nr.: 40.963.265 von Ikar am 01.02.11 18:33:49hi ikar,
dieser report ist lesenswert:
http://www.pel.net.au/images/peninsul-143--beevohzesh.pdf
bin schon gespannt wie es morgen in australien weitergeht.
dieser report ist lesenswert:
http://www.pel.net.au/images/peninsul-143--beevohzesh.pdf
bin schon gespannt wie es morgen in australien weitergeht.
Antwort auf Beitrag Nr.: 40.963.602 von alfber-vie am 01.02.11 19:17:14dankeschön
Antwort auf Beitrag Nr.: 40.963.602 von alfber-vie am 01.02.11 19:17:14gute Übersicht, aber kurz mein Eindruck über deren BMN Einschätzung, so doll ist sie ja nicht. Alle Punkte sind nicht neu und haben sich schon längst im sp niedergeschlagen, trotzdem sind wir noch sch..günstig. Desweiteren wird die Capex nur oberflächlich genannt. Ich habe den Eindruck, wohlgemerkt, dass unsere Jungs sehr genau rechnen und 638millionen genauer als die Kollegen gerechnet sind, e.g. wir haben dort auch schon erhöhte Kosten für Wasseranschluss drin, das kenne ich bislang sonst von keinem. Ähnliches fällt zu Marenica auf. Aber ein schön großer, mehr oder weniger aktueller Vergleich.
na da hat sich der einstieg für mich ja heute schon gelohnt. ;-)
http://www.mineweb.com/mineweb/view/mineweb/en/page72103?oid…
Massive uranium supply/demand gap developing
Speakers at a London conference point to a massive supply gap developing for uranium with mine output unable to keep up with demand from the huge number of planned new global nuclear power projects.
Author: Lawrence Williams
Posted: Wednesday , 02 Feb 2011
LONDON -
Speaking at the Objective Capital Americas' Resources Investment Conference in London yesterday, Ian Hiscock from market analysis group CRU Strategies painted a very positive picture for the global uranium sector moving ahead.
Hiscock commented that the uranium price, like that of a number of other metal and mineral commodities, was becoming very much a China story - with that country consuming 17,000 tonnes in 2010 and with a huge nuclear power development programme ahead.
2010 appears to have been a key year with some supply disruptions - notably a big shortfall from Rio Tinto's ERA in Australia where production was some 1,000 tonnes below target, and the shaft accident at BHP's Olympic Dam also affecting supplies - leading to a change from a small global surplus to a massive supply deficit, with spot prices rising around 50% during the year.
According to Hiscock supply will remain in deficit in 2011 - although a smaller one - but there will be a fundamental shortage of supply for at least the next 10 years - with the supply/demand gap widening as the decade continues and the big planned increase in nuclear power generation plants comes about. He does not see production from new projects as being in any way sufficient to meet likely demand.
And from the start of the next decade, CRU sees the demand gap widening to some 65,000 tonnes of uranium a year and possibly increasing further - exacerbated by a falling away in secondary supply.
Long term demand drivers are seen as the push towards more and more nuclear power generation as fossil fuels prices rise, environmental pressures continuing to militate against the development of new coal-fired power plants, energy security etc. - the latter perhaps giving a rebirth to North American uranium extraction. The result will be an inevitable continuing rise in spot prices which will start having an impact on contract prices under which most uranium is currently supplied.
Following Hiscock, Walt Coles, CEO of Virginia Energy, which is trying to gain permitting and permissions to develop a major uranium deposit in Virginia (where there is currently a moratorium on uranium mining in the State), reckoned that the CRU projections on the global supply shortfalls into the next decade were actually conservative and that their own analysis pointed to an even wider supply/demand gap developing.
ich häng mich mal raus, vergesst die Ängst vor Abrüstungsverträgen, Olympic Dam oder Era recovery. langfristpreis von 200 durchaus möglich und spot zwischenzeitlich ins Extrem überreagieren. Was dann mit allen realistischen Explorern und Producern sowieso passiert...uups, wars zuviel? neu ist eigentlich nur, dass die Meinungen sich häufen_
Massive uranium supply/demand gap developing
Speakers at a London conference point to a massive supply gap developing for uranium with mine output unable to keep up with demand from the huge number of planned new global nuclear power projects.
Author: Lawrence Williams
Posted: Wednesday , 02 Feb 2011
LONDON -
Speaking at the Objective Capital Americas' Resources Investment Conference in London yesterday, Ian Hiscock from market analysis group CRU Strategies painted a very positive picture for the global uranium sector moving ahead.
Hiscock commented that the uranium price, like that of a number of other metal and mineral commodities, was becoming very much a China story - with that country consuming 17,000 tonnes in 2010 and with a huge nuclear power development programme ahead.
2010 appears to have been a key year with some supply disruptions - notably a big shortfall from Rio Tinto's ERA in Australia where production was some 1,000 tonnes below target, and the shaft accident at BHP's Olympic Dam also affecting supplies - leading to a change from a small global surplus to a massive supply deficit, with spot prices rising around 50% during the year.
According to Hiscock supply will remain in deficit in 2011 - although a smaller one - but there will be a fundamental shortage of supply for at least the next 10 years - with the supply/demand gap widening as the decade continues and the big planned increase in nuclear power generation plants comes about. He does not see production from new projects as being in any way sufficient to meet likely demand.
And from the start of the next decade, CRU sees the demand gap widening to some 65,000 tonnes of uranium a year and possibly increasing further - exacerbated by a falling away in secondary supply.
Long term demand drivers are seen as the push towards more and more nuclear power generation as fossil fuels prices rise, environmental pressures continuing to militate against the development of new coal-fired power plants, energy security etc. - the latter perhaps giving a rebirth to North American uranium extraction. The result will be an inevitable continuing rise in spot prices which will start having an impact on contract prices under which most uranium is currently supplied.
Following Hiscock, Walt Coles, CEO of Virginia Energy, which is trying to gain permitting and permissions to develop a major uranium deposit in Virginia (where there is currently a moratorium on uranium mining in the State), reckoned that the CRU projections on the global supply shortfalls into the next decade were actually conservative and that their own analysis pointed to an even wider supply/demand gap developing.
ich häng mich mal raus, vergesst die Ängst vor Abrüstungsverträgen, Olympic Dam oder Era recovery. langfristpreis von 200 durchaus möglich und spot zwischenzeitlich ins Extrem überreagieren. Was dann mit allen realistischen Explorern und Producern sowieso passiert...uups, wars zuviel? neu ist eigentlich nur, dass die Meinungen sich häufen_
Antwort auf Beitrag Nr.: 40.885.664 von Invest20069 am 19.01.11 09:17:33hier mal die übersetzung auf deutsch
Uran hoffnungsvolle Bannerman Mittel sucht nach einem Projektpartner, um mit der Entwicklung seines Etango Uran-Projektes in Namibia zu helfen.
Mehrere Parteien haben bereits die Seite besucht und erwarteten Fleiß auf der Durchführbarkeitsstudie-Arbeit übernommen, die bis heute vollendet worden ist, sagt die Gesellschaft.
Bannerman verfolgt jetzt einen vernünftigen und Entwicklungspartnertransaktion des Werts-accretive am Projektniveau, das die Bestimmung der Projektschuld und Billigkeitsfinanzierung erleichtern wird, sagt Bannerman Resources CEO Len Jubber.
Die Durchführbarkeitsstudie, die zurzeit in Vorbereitung ist, schätzt ein, dass das Etango-Projekt, durchschnittlich, zwischen fünf Millionen und sieben Millionen Pfunden Uran-Oxyd ein Jahr mehr als 20 Jahre erzeugen wird.
Ein einfacher Verarbeitungsweg des Durchfilterns des Haufens ist als das passendste, die niedrigste Gefahr und die Annäherung der niedrigsten Kosten ausgewählt worden.
Zurzeit werden die Projektentwicklungskosten auf $ 638 Millionen, vor der Bergwerksflotte und dem Betriebskapital, aber einschließlich eines Verhältnisses des entsalzten Wasserinfrastruktur-Kapitals geschätzt.
Die Genauigkeit des Kapitals und der Betriebskosten-Schätzungen ist durch sourcing Wettbewerbslieferant-Notierungen für eine große Mehrheit der gekosteten Sachen außerordentlich erhöht worden, sagt Jubber.
"Die umfassende 2010 vollendete Arbeit hat wesentlich derisked die technischen Aspekte des Projektes und lieferte ein robustes Kapital und Betriebskosten-Schätzung. "Etango ist ein allgemein bedeutender und Projekt der niedrigen Gefahr mit dem einmaligen Einfluss zum steigenden Uran-Preis," sagt er.
Bannerman wird gut eingestellt, um aus den Kernkraft-Generationsplänen für zahlreiche Länder, besonders chinesische und andere asiatische Nationen einen Nutzen zu ziehen, er trägt bei.
"Weiter ist unsere generative Erforschungsarbeit im Laufe der letzten sechs Monate im Identifizieren zwei neuer Satellitenablagerungen nahe das Etango-Projekt sehr erfolgreich gewesen, während aufregende Bohrmaschine-Ziele sofort nach Norden des Swakop Flusses identifiziert worden sind."
Thema Bannerman das Sichern eines passenden Entwicklungspartners, die Gesellschaft hat zum Ziel, die Durchführbarkeitsstudie bis zum Anfang 2012 zu vollenden und das Projekt zu einer Entwicklungsentscheidung "so bald wie möglich dorthin - danach" zu bewegen.
Uran hoffnungsvolle Bannerman Mittel sucht nach einem Projektpartner, um mit der Entwicklung seines Etango Uran-Projektes in Namibia zu helfen.
Mehrere Parteien haben bereits die Seite besucht und erwarteten Fleiß auf der Durchführbarkeitsstudie-Arbeit übernommen, die bis heute vollendet worden ist, sagt die Gesellschaft.
Bannerman verfolgt jetzt einen vernünftigen und Entwicklungspartnertransaktion des Werts-accretive am Projektniveau, das die Bestimmung der Projektschuld und Billigkeitsfinanzierung erleichtern wird, sagt Bannerman Resources CEO Len Jubber.
Die Durchführbarkeitsstudie, die zurzeit in Vorbereitung ist, schätzt ein, dass das Etango-Projekt, durchschnittlich, zwischen fünf Millionen und sieben Millionen Pfunden Uran-Oxyd ein Jahr mehr als 20 Jahre erzeugen wird.
Ein einfacher Verarbeitungsweg des Durchfilterns des Haufens ist als das passendste, die niedrigste Gefahr und die Annäherung der niedrigsten Kosten ausgewählt worden.
Zurzeit werden die Projektentwicklungskosten auf $ 638 Millionen, vor der Bergwerksflotte und dem Betriebskapital, aber einschließlich eines Verhältnisses des entsalzten Wasserinfrastruktur-Kapitals geschätzt.
Die Genauigkeit des Kapitals und der Betriebskosten-Schätzungen ist durch sourcing Wettbewerbslieferant-Notierungen für eine große Mehrheit der gekosteten Sachen außerordentlich erhöht worden, sagt Jubber.
"Die umfassende 2010 vollendete Arbeit hat wesentlich derisked die technischen Aspekte des Projektes und lieferte ein robustes Kapital und Betriebskosten-Schätzung. "Etango ist ein allgemein bedeutender und Projekt der niedrigen Gefahr mit dem einmaligen Einfluss zum steigenden Uran-Preis," sagt er.
Bannerman wird gut eingestellt, um aus den Kernkraft-Generationsplänen für zahlreiche Länder, besonders chinesische und andere asiatische Nationen einen Nutzen zu ziehen, er trägt bei.
"Weiter ist unsere generative Erforschungsarbeit im Laufe der letzten sechs Monate im Identifizieren zwei neuer Satellitenablagerungen nahe das Etango-Projekt sehr erfolgreich gewesen, während aufregende Bohrmaschine-Ziele sofort nach Norden des Swakop Flusses identifiziert worden sind."
Thema Bannerman das Sichern eines passenden Entwicklungspartners, die Gesellschaft hat zum Ziel, die Durchführbarkeitsstudie bis zum Anfang 2012 zu vollenden und das Projekt zu einer Entwicklungsentscheidung "so bald wie möglich dorthin - danach" zu bewegen.
der halbjahres & quartalsbericht ist online!
www.bannermanresources.com
nicht ganz uninteressant der absatz zur lizenz:
Mining Licence
Bannerman lodged a mining licence application for the Etango Project with the Namibian Ministry of Mines and Energy in late 2009, with the application based on the Company�s December 2009 preliminary feasibility study. Bannerman continues to liaise closely with the Namibian Government regarding the grant of the Mining Licence.
As reported previously, Bannerman has received notification of formal environmental clearance from the Namibian Ministry of Environment and Tourism for development of the Etango Project as described in the Environmental and Social Impact Assessment. An updated ESIA and amended environmental clearance and mining licence applications, incorporating the enlarged resource and site layout refinements, will be submitted to the relevant Namibian authorities in the June 2011 quarter.
www.bannermanresources.com
nicht ganz uninteressant der absatz zur lizenz:
Mining Licence
Bannerman lodged a mining licence application for the Etango Project with the Namibian Ministry of Mines and Energy in late 2009, with the application based on the Company�s December 2009 preliminary feasibility study. Bannerman continues to liaise closely with the Namibian Government regarding the grant of the Mining Licence.
As reported previously, Bannerman has received notification of formal environmental clearance from the Namibian Ministry of Environment and Tourism for development of the Etango Project as described in the Environmental and Social Impact Assessment. An updated ESIA and amended environmental clearance and mining licence applications, incorporating the enlarged resource and site layout refinements, will be submitted to the relevant Namibian authorities in the June 2011 quarter.
Antwort auf Beitrag Nr.: 41.048.701 von Ikar am 16.02.11 11:09:28das hab ich grad auf der Strateco-Seite gefunden :
Quelle: http://www.cashbulls.net
URAN: Der Preis steigt – und steigt – und steigt!
Rohstoffe, Ca$Bulls Redaktion 16 / 02 / 2011
In den vergangenen Monaten legte der Uranpreis eine beeindruckende Performance an den Tag und konnte seit Mitte letzten Jahres um sensationelle 70% zulegen. Anfang Juni 2010 erreichte der Uranmarkt ein Tief mit Preisen um die 42 US-Dollar pro Pfund Uranoxid (U3O8), aktuell muss man bereits 73 US-Dollar auf den Tisch legen. Ursache ist nicht allein die gestiegene Nachfrage aus China, sondern auch aus Indien und Russland. Und trotz des kontinuierlichen Anstiegs im letzten halben Jahr hat der Uranpreis noch einiges vor sich und ist noch sehr weit von seinen Höchstständen bei ca. 140 US-Dollar je Pfund entfernt. Von einer Übertreibung oder sogar Blasenbildung kann hier also keine Rede sein.
Experten gehen davon aus, dass etwa 80% der gegenwärtigen Uranproduktion weltweit bereits über langfristige Lieferverträge verkauft sind und das Angebot in den nächsten Jahren nicht steigen, sondern eher rückgängig werden könnte. Und das bei einer stabilen bzw. weiter wachsenden Nachfrage. Vorallem aus China, denn hier will man die Anzahl der Kernreaktoren auf sage und schreibe 80 Stück ausbauen. Dies könnte die Nachfrage und somit auch den Preis enorm in die Höhe treiben.
Was genau ist URAN und wie sucht man danach?
Uran ist ein schweres, extrem hartes, silber-weißes Metall und in fein verteiltem Zustand selbstentzündlich. Natururan ist das schwerste in der Natur vorkommende Element. Es kommt dort jedoch nicht als reines Metall vor, sondern in Form von Uranmineralen. Die beiden häufigsten Formen sind Uraninit sowie Coffinit. An der Luft entsteht auf dem Metall eine Oxidschicht. Kernkraftwerken wird Uranoxidkonzentrat angeliefert. Daraus kann zu 86 % Uran gewonnen werden. Bei der Exploration von Uran wird nach Radioaktivität im Boden gesucht. Dies ist der Unterschied zur Suche nach Metallen wie Gold, Silber oder Kupfer, bei der magnetische Anomalien eine Rolle spielen. Der Vorgang der Probebohrungen findet jedoch in ähnlicher Weise statt. Wie viel Prozent des Gesteins Uran ist, lässt sich vergleichsweise sehr viel komfortabler feststellen. Die Ermittlung der Radiaktivität in mehreren Bohrlöchern lässt einen Schluss auf die Menge des vorhandenen Urans zu.
Die Nachfrage nach Uran
bleibt von Atomkraftwerken über viele Jahre hin stabil und konstant, schon alleine durch die Langzeitverträge zwischen Staaten und der Atomindustrie. Das verleiht dem Uranpreis eine gewisse Stabilität, die wesentlich längerfristig orientiert ist als bei gewissen Rohstoffen, die konjunkturellen Schwankungen unterliegen. Daher ist der steigende Uranpreis nicht durch wilde Preisspekulationen verursacht.
Ursache für die Uranhausse könnte auch in 2011 das Land China bleiben. Uran ist nicht unendlich verfügbar und der weltweite Bedarf nach dem radioaktiven Metall steigt weiter an. Daher könnte es gut möglich sein, dass China, um seine Versorgung auf lange Sicht zu sichern, in Zukunft mehr importiert als es eigentlich braucht.
Schon jetzt werden bei einer Nachfrage von 180 Millionen Pfund pro Jahr nur etwa 140 Millionen Pfund produziert. Diese Kluft könnte auch in Zukunft immer größer werden und den Uranpreis dadurch weiteres Potential verleihen.
Stromproduktion aus Uran
ist klimafreundlich und wirtschaftlich. Die Vorteile sind zum einen das für den Treibhauseffekt mitverantwortliche Kohlendioxid CO2 – denn bei der Stromerzeugung aus Kernkraft wird kein CO2 ausgestoßen. Durch die Nutzung deutscher Kernkraftwerke wird der CO2-Ausstoß jährlich um rund 150 Millionen Tonnen reduziert. Das entspricht in etwa der Kohlendioxidmenge, die im gleichen Zeitraum im Straßenverkehr in Deutschland freigesetzt wird.
Zum anderen hat man bei der Stromproduktion aus Kernkraft stabile Kosten, denn anders als bei fossilen Brennstoffen wird hier nur ein geringer Teil des Brennstoffes Uran zur Erzeugung von Strom benötigt. Daher lässt sich der Strom, auch wenn der Rohstoff Uran selbst teuer ist, günstig herstellen.
Der Grundstein für eine zuverlässige Stromerzeugung ist die gesicherte Versorgung mit Brennstoffen. Uran liegt, nicht wie zum Beispiel Öl oder Gas, in politisch stabilen Ländern wie Kanada oder Australien. Daher ist die Versorgung langfristig sichergestellt.
Ein letzter Punkt wäre die Wirtschaft, denn durch Kernenergie werden zum einen zahlreiche Arbeitsplätze in den Kraftwerken, den Zulieferern oder der Forschung geschaffen und zum anderen sind Industrieunternehmen auch in Zukunft auf eine zuverlässige Stromversorgung angewiesen. Und wettbewerbsfähige Strom- erzeugung entlastet die Verbraucher, verbessert die Konkurrenzfähigkeit deutscher Produkte und trägt zur Stärkung des Wirtschaftsstandortes Deutschland bei.
Das größte und ertragreichste Abbaugebiet für Uran ist das Athabasca Basin, das sich in der kanadischen Provinz Sasketchewan befindet und aus dem etwa 1/3 des weltweit produzierten Urans stammen. Die Region ist bekannt für ihre ausge- zeichneten geologischen Strukturen, Urangehalten mit extrem hohen Graden, vorhandenen und rentablen Betrieben, vorhandener Infrastruktur und einem vorteilhaften Entwicklungsklima. Etliche Unternehmen sind hier angesiedelt und fördern den beliebten Rohstoff.
Kein Wunder das hier die größten Minen der Welt liegen!
So zum Beispiel auch die Uranmine McArthur River, die sich zu 70% im Besitz von Cameco und zu 30% im Besitz von AREVA befindet. Diese Mine baut einen Erzkörper mit geschätzten geprüften und wahrscheinlichen Reserven von etwa 334 Millionen Pfund U3O8 mit einem Gehalt von 19,53 % U3O8, einer gemessenen und angezeigten Ressource von 30 Millionen Pfund U3O8, einer abgeleiteten Ressource von 159 Millionen Pfund U3O8 und einer früheren Produktion von 171,2 Millionen Pfund U3O8 (Jahresbericht 2009 von Cameco) ab.
Diese Uranlagerstätte (mit einer geschätzten Größe von 700 Millionen Pfund U3O8) ist die größte hochgradige Uranmine der Welt. Sie wurde im Jahr 1988 von Cameco entdeckt und ist seit 2000 in Betrieb. Die Mine liegt im Südosten des Athabasca Basin, wo sich fast alle bekannten Uran-Lagerstätten in Kanada befinden und fördert ca. 7.339 Tonnen pro Jahr.
Neuvorstellung
Das Team von cashbulls.net hat es sich zur Aufgabe gemacht, die aussichtsreichsten Newcomer für seine Leser zu finden und zum richtigen Zeitpunkt vorzustellen. Unsere Top-Performer im Gold- und Ölsektor haben es vorgemacht! Und nun haben wir auch im Bereich URAN ein sehr aussichtsreiches Unternehmen gefunden, dem wir enormes Potential zurechnen. Wir möchten Ihnen daher in unserer morgigen Ausgabe eine Uranaktie vorstellen, die es in sich hat. Lassen Sie sich überraschen ...
auf der Strateco-Seite wird natürlich vermutet, dass es sich hier um STRATECO handelt, ich denke aber es könnte sich genausogut um BANNERMAN handeln.
Quelle: http://www.cashbulls.net
URAN: Der Preis steigt – und steigt – und steigt!
Rohstoffe, Ca$Bulls Redaktion 16 / 02 / 2011
In den vergangenen Monaten legte der Uranpreis eine beeindruckende Performance an den Tag und konnte seit Mitte letzten Jahres um sensationelle 70% zulegen. Anfang Juni 2010 erreichte der Uranmarkt ein Tief mit Preisen um die 42 US-Dollar pro Pfund Uranoxid (U3O8), aktuell muss man bereits 73 US-Dollar auf den Tisch legen. Ursache ist nicht allein die gestiegene Nachfrage aus China, sondern auch aus Indien und Russland. Und trotz des kontinuierlichen Anstiegs im letzten halben Jahr hat der Uranpreis noch einiges vor sich und ist noch sehr weit von seinen Höchstständen bei ca. 140 US-Dollar je Pfund entfernt. Von einer Übertreibung oder sogar Blasenbildung kann hier also keine Rede sein.
Experten gehen davon aus, dass etwa 80% der gegenwärtigen Uranproduktion weltweit bereits über langfristige Lieferverträge verkauft sind und das Angebot in den nächsten Jahren nicht steigen, sondern eher rückgängig werden könnte. Und das bei einer stabilen bzw. weiter wachsenden Nachfrage. Vorallem aus China, denn hier will man die Anzahl der Kernreaktoren auf sage und schreibe 80 Stück ausbauen. Dies könnte die Nachfrage und somit auch den Preis enorm in die Höhe treiben.
Was genau ist URAN und wie sucht man danach?
Uran ist ein schweres, extrem hartes, silber-weißes Metall und in fein verteiltem Zustand selbstentzündlich. Natururan ist das schwerste in der Natur vorkommende Element. Es kommt dort jedoch nicht als reines Metall vor, sondern in Form von Uranmineralen. Die beiden häufigsten Formen sind Uraninit sowie Coffinit. An der Luft entsteht auf dem Metall eine Oxidschicht. Kernkraftwerken wird Uranoxidkonzentrat angeliefert. Daraus kann zu 86 % Uran gewonnen werden. Bei der Exploration von Uran wird nach Radioaktivität im Boden gesucht. Dies ist der Unterschied zur Suche nach Metallen wie Gold, Silber oder Kupfer, bei der magnetische Anomalien eine Rolle spielen. Der Vorgang der Probebohrungen findet jedoch in ähnlicher Weise statt. Wie viel Prozent des Gesteins Uran ist, lässt sich vergleichsweise sehr viel komfortabler feststellen. Die Ermittlung der Radiaktivität in mehreren Bohrlöchern lässt einen Schluss auf die Menge des vorhandenen Urans zu.
Die Nachfrage nach Uran
bleibt von Atomkraftwerken über viele Jahre hin stabil und konstant, schon alleine durch die Langzeitverträge zwischen Staaten und der Atomindustrie. Das verleiht dem Uranpreis eine gewisse Stabilität, die wesentlich längerfristig orientiert ist als bei gewissen Rohstoffen, die konjunkturellen Schwankungen unterliegen. Daher ist der steigende Uranpreis nicht durch wilde Preisspekulationen verursacht.
Ursache für die Uranhausse könnte auch in 2011 das Land China bleiben. Uran ist nicht unendlich verfügbar und der weltweite Bedarf nach dem radioaktiven Metall steigt weiter an. Daher könnte es gut möglich sein, dass China, um seine Versorgung auf lange Sicht zu sichern, in Zukunft mehr importiert als es eigentlich braucht.
Schon jetzt werden bei einer Nachfrage von 180 Millionen Pfund pro Jahr nur etwa 140 Millionen Pfund produziert. Diese Kluft könnte auch in Zukunft immer größer werden und den Uranpreis dadurch weiteres Potential verleihen.
Stromproduktion aus Uran
ist klimafreundlich und wirtschaftlich. Die Vorteile sind zum einen das für den Treibhauseffekt mitverantwortliche Kohlendioxid CO2 – denn bei der Stromerzeugung aus Kernkraft wird kein CO2 ausgestoßen. Durch die Nutzung deutscher Kernkraftwerke wird der CO2-Ausstoß jährlich um rund 150 Millionen Tonnen reduziert. Das entspricht in etwa der Kohlendioxidmenge, die im gleichen Zeitraum im Straßenverkehr in Deutschland freigesetzt wird.
Zum anderen hat man bei der Stromproduktion aus Kernkraft stabile Kosten, denn anders als bei fossilen Brennstoffen wird hier nur ein geringer Teil des Brennstoffes Uran zur Erzeugung von Strom benötigt. Daher lässt sich der Strom, auch wenn der Rohstoff Uran selbst teuer ist, günstig herstellen.
Der Grundstein für eine zuverlässige Stromerzeugung ist die gesicherte Versorgung mit Brennstoffen. Uran liegt, nicht wie zum Beispiel Öl oder Gas, in politisch stabilen Ländern wie Kanada oder Australien. Daher ist die Versorgung langfristig sichergestellt.
Ein letzter Punkt wäre die Wirtschaft, denn durch Kernenergie werden zum einen zahlreiche Arbeitsplätze in den Kraftwerken, den Zulieferern oder der Forschung geschaffen und zum anderen sind Industrieunternehmen auch in Zukunft auf eine zuverlässige Stromversorgung angewiesen. Und wettbewerbsfähige Strom- erzeugung entlastet die Verbraucher, verbessert die Konkurrenzfähigkeit deutscher Produkte und trägt zur Stärkung des Wirtschaftsstandortes Deutschland bei.
Das größte und ertragreichste Abbaugebiet für Uran ist das Athabasca Basin, das sich in der kanadischen Provinz Sasketchewan befindet und aus dem etwa 1/3 des weltweit produzierten Urans stammen. Die Region ist bekannt für ihre ausge- zeichneten geologischen Strukturen, Urangehalten mit extrem hohen Graden, vorhandenen und rentablen Betrieben, vorhandener Infrastruktur und einem vorteilhaften Entwicklungsklima. Etliche Unternehmen sind hier angesiedelt und fördern den beliebten Rohstoff.
Kein Wunder das hier die größten Minen der Welt liegen!
So zum Beispiel auch die Uranmine McArthur River, die sich zu 70% im Besitz von Cameco und zu 30% im Besitz von AREVA befindet. Diese Mine baut einen Erzkörper mit geschätzten geprüften und wahrscheinlichen Reserven von etwa 334 Millionen Pfund U3O8 mit einem Gehalt von 19,53 % U3O8, einer gemessenen und angezeigten Ressource von 30 Millionen Pfund U3O8, einer abgeleiteten Ressource von 159 Millionen Pfund U3O8 und einer früheren Produktion von 171,2 Millionen Pfund U3O8 (Jahresbericht 2009 von Cameco) ab.
Diese Uranlagerstätte (mit einer geschätzten Größe von 700 Millionen Pfund U3O8) ist die größte hochgradige Uranmine der Welt. Sie wurde im Jahr 1988 von Cameco entdeckt und ist seit 2000 in Betrieb. Die Mine liegt im Südosten des Athabasca Basin, wo sich fast alle bekannten Uran-Lagerstätten in Kanada befinden und fördert ca. 7.339 Tonnen pro Jahr.
Neuvorstellung
Das Team von cashbulls.net hat es sich zur Aufgabe gemacht, die aussichtsreichsten Newcomer für seine Leser zu finden und zum richtigen Zeitpunkt vorzustellen. Unsere Top-Performer im Gold- und Ölsektor haben es vorgemacht! Und nun haben wir auch im Bereich URAN ein sehr aussichtsreiches Unternehmen gefunden, dem wir enormes Potential zurechnen. Wir möchten Ihnen daher in unserer morgigen Ausgabe eine Uranaktie vorstellen, die es in sich hat. Lassen Sie sich überraschen ...
auf der Strateco-Seite wird natürlich vermutet, dass es sich hier um STRATECO handelt, ich denke aber es könnte sich genausogut um BANNERMAN handeln.
Antwort auf Beitrag Nr.: 41.056.382 von alfber-vie am 17.02.11 10:51:27und? -der Text sagt doch garnichts aus. die Betonung des Athabasca Basin spricht aber eher für Strateco oder spgar einen Explorer direkt im Basin. Ansonsten werden hohe Grades angesprochen, das träfe eher auf ext zu, BMN kommt da nicht in Frage, ich schließe es aus.
Ich mag keine BBs, ausserdem kommt es eher auf unser träges MM an, da bewirkt auch ein kleiner BBpush nicht viel.
Ich mag keine BBs, ausserdem kommt es eher auf unser träges MM an, da bewirkt auch ein kleiner BBpush nicht viel.
Ein kleiner Ausblick, was irgendwann mal kommen mag....
http://www.newera.com.na/article.php?articleid=37412&title=B… Etango not ready yet
Bannerman?s Etango not ready yet - by John Ekongo
17 Febuary 2011
SWAKOPMUND ? Australian outfit, Bannerman Resources, says its Namibian mine, Etango, would hit full-scale production by 2015, two years later than initially anticipated.
New finds of ore deposits in the Goanikontes area, which, according to new feasibility studies, would lengthen the life of the mine to 20 years, have delayed opening of the mine. The mine was initially set for production phase by 2012.
The company completed a feasibility study in December of 2009 and has confirmed the deposits.
Bannerman gained entry into the lucrative uranium market in 2006.
Etango deposits lie in the uranium rich Goanikontes area, some 35 kilometres south- east of Swakopmund in the Erongo Region.
It is one of the world?s largest undeveloped uranium deposits located in a region swamped by uranium mines. They include the 40-year-old Rio Tinto R?ssing Uranium, Paladin Resources Langer Heinrich and Areva?s Trekkopje currently in the last phase of construction.
At development stages are Canadian firm Forsys Metal Valencia Uranium Mine, Bannerman?s Etango Projects and the R?ssing South development
Construction of the mine would start in 2014 and production a year later, according to General Manager, Brundon Munro.
Once operational, Bannerman says it would pay about US$12 million to US$15 million in government royalties per year, in addition to a total pay-as-you-earn (PAYE) tax to the value of US$50 million annually.
It is anticipated that its export value could total nearly US$500 million annually.
Munro said during the construction phase, the company would offer employment to nearly 2 000 people and upon completion 1 000 direct jobs.
It estimates employment through indirect job creation to be as high as 6 000.
?There would be a lot of service providers procured to the mine to provide catering and any other essential services outside our scope,? said Munro.
Bannerman is listed on the Australian, Canadian and Namibian stock
Meinungen???
http://www.newera.com.na/article.php?articleid=37412&title=B… Etango not ready yet
Bannerman?s Etango not ready yet - by John Ekongo
17 Febuary 2011
SWAKOPMUND ? Australian outfit, Bannerman Resources, says its Namibian mine, Etango, would hit full-scale production by 2015, two years later than initially anticipated.
New finds of ore deposits in the Goanikontes area, which, according to new feasibility studies, would lengthen the life of the mine to 20 years, have delayed opening of the mine. The mine was initially set for production phase by 2012.
The company completed a feasibility study in December of 2009 and has confirmed the deposits.
Bannerman gained entry into the lucrative uranium market in 2006.
Etango deposits lie in the uranium rich Goanikontes area, some 35 kilometres south- east of Swakopmund in the Erongo Region.
It is one of the world?s largest undeveloped uranium deposits located in a region swamped by uranium mines. They include the 40-year-old Rio Tinto R?ssing Uranium, Paladin Resources Langer Heinrich and Areva?s Trekkopje currently in the last phase of construction.
At development stages are Canadian firm Forsys Metal Valencia Uranium Mine, Bannerman?s Etango Projects and the R?ssing South development
Construction of the mine would start in 2014 and production a year later, according to General Manager, Brundon Munro.
Once operational, Bannerman says it would pay about US$12 million to US$15 million in government royalties per year, in addition to a total pay-as-you-earn (PAYE) tax to the value of US$50 million annually.
It is anticipated that its export value could total nearly US$500 million annually.
Munro said during the construction phase, the company would offer employment to nearly 2 000 people and upon completion 1 000 direct jobs.
It estimates employment through indirect job creation to be as high as 6 000.
?There would be a lot of service providers procured to the mine to provide catering and any other essential services outside our scope,? said Munro.
Bannerman is listed on the Australian, Canadian and Namibian stock
Meinungen???
http://www.theenergyreport.com/pub/na/8657
"
ES: We haven't seen a significant amount yet, but given the uranium price rise and increasing investor interest in the space, we'll likely see a pick up in the number of juniors looking to capitalize on their higher share prices in order to raise capital.
TER: One junior, Australian-based Bannerman Resources Ltd. (TSX:BAN; ASX:BMN; NYSE:BMN), recently completed a $15 million private placement at AUD$0.50/share. That placement was oversubscribed. Is that telling us more about the demand for uranium equities or Bannerman's prospects for further growth?
ES: I think it's telling us more about expectations for future uranium prices than anything else. Bannerman is a company with a good management team; however, though its Etango Project is fairly analogous to Rio Tinto's (NYSE:RIO; ASX:RIO) Rössing mine, it suffers from a lower grade. In my mind, the oversubscription is an option on high uranium prices. Investors are expecting uranium prices to continue rising; and for Bannerman, based on my estimate, there will be a threshold price at which Etango makes sense. At that point, Bannerman's share price could reflect the improved project economics.
TER: In a recent research report, you said Bannerman basically needs $70/lb. uranium to show "appealing economic returns." However, you also said management could accelerate development if things change. You have a Market Perform rating on Bannerman right now. What do you expect from that junior in the short to medium term?
ES: Bannerman is in the process of finishing its feasibility study. Eventually, it will announce the study's findings to the market and how it proposes to go about developing the Etango Project. It wouldn't surprise me, though, if Bannerman accelerates the rate at which it's doing that work. We could get the results of that feasibility study sooner rather than later, probably around midyear.
TER: Have you visited Etango?
ES: I have, yes.
TER: What were you thoughts after your visit?
ES: From a technical perspective, it's fundamentally low risk because the style of mineralization is similar to the Rössing mine, which has been in production since the 1970s. It's really just the grade that's the issue. If uranium prices continue rising to the point that grade is no longer the controlling factor, then the project could look pretty appealing.
TER: What sort of grade are we looking at?
ES: The current grade is around 220 parts per million (ppm).
TER: What would be considered high, or even average, grade? "
"
ES: We haven't seen a significant amount yet, but given the uranium price rise and increasing investor interest in the space, we'll likely see a pick up in the number of juniors looking to capitalize on their higher share prices in order to raise capital.
TER: One junior, Australian-based Bannerman Resources Ltd. (TSX:BAN; ASX:BMN; NYSE:BMN), recently completed a $15 million private placement at AUD$0.50/share. That placement was oversubscribed. Is that telling us more about the demand for uranium equities or Bannerman's prospects for further growth?
ES: I think it's telling us more about expectations for future uranium prices than anything else. Bannerman is a company with a good management team; however, though its Etango Project is fairly analogous to Rio Tinto's (NYSE:RIO; ASX:RIO) Rössing mine, it suffers from a lower grade. In my mind, the oversubscription is an option on high uranium prices. Investors are expecting uranium prices to continue rising; and for Bannerman, based on my estimate, there will be a threshold price at which Etango makes sense. At that point, Bannerman's share price could reflect the improved project economics.
TER: In a recent research report, you said Bannerman basically needs $70/lb. uranium to show "appealing economic returns." However, you also said management could accelerate development if things change. You have a Market Perform rating on Bannerman right now. What do you expect from that junior in the short to medium term?
ES: Bannerman is in the process of finishing its feasibility study. Eventually, it will announce the study's findings to the market and how it proposes to go about developing the Etango Project. It wouldn't surprise me, though, if Bannerman accelerates the rate at which it's doing that work. We could get the results of that feasibility study sooner rather than later, probably around midyear.
TER: Have you visited Etango?
ES: I have, yes.
TER: What were you thoughts after your visit?
ES: From a technical perspective, it's fundamentally low risk because the style of mineralization is similar to the Rössing mine, which has been in production since the 1970s. It's really just the grade that's the issue. If uranium prices continue rising to the point that grade is no longer the controlling factor, then the project could look pretty appealing.
TER: What sort of grade are we looking at?
ES: The current grade is around 220 parts per million (ppm).
TER: What would be considered high, or even average, grade? "
hier ein interessanter artikel, der dem fallenden U preis zu erklären soll...
http://www.businessweek.com/news/2011-02-20/uranium-falls-6-…
... fragt sich nur, wer denn hinter diesem "non-traditional seller" steckt, der die 800000 pounds in den markt gepumpt hat...
http://www.businessweek.com/news/2011-02-20/uranium-falls-6-…
... fragt sich nur, wer denn hinter diesem "non-traditional seller" steckt, der die 800000 pounds in den markt gepumpt hat...
moin moin!
bannerman res. hat eine neue präsentation rausgebracht.
http://www.bannermanresources.com/media/articles/ASX-Announc…
ein schönes wochenende allen!
payroll
bannerman res. hat eine neue präsentation rausgebracht.
http://www.bannermanresources.com/media/articles/ASX-Announc…
ein schönes wochenende allen!
payroll
U ist aktuell wieder 1,1% im plus. bin mal gespannt, wie sich bannerman im märz entwickelt. sollen ja einige optionen auslaufen... vllt. gibts vorher ein paar news? ;-)
Antwort auf Beitrag Nr.: 41.118.964 von payroll am 28.02.11 16:35:48Die Probleme mit den Kraftwerken erschüttert alle Uranwerte tief.
Ich habe bereits Anfang letzter Woche mit kleinem Gewinn komplett verkauft und umgeschichtet . Werde BMN noch auf der Watch halten. Diese Woche wird es sicherlich auf breiter Front runter gehen. Gut für einen Neueinstieg.
Gruß
Gruß
Antwort auf Beitrag Nr.: 41.196.899 von payroll am 14.03.11 10:34:26da hast du aber ein glück gehabt;-)
obwohl ich hätte eigentlich auch schalten können, betreffend den kraftwerken und rausgehen.....
hast du gut gemacht.
¨
ich war letzte Woche beschäftigt von öl in diamanten umzuschichten;-)
uranwerte habe ich nur bannerman und khan resources.....
habe nun noch 2 weitere uranwerte auf der watchlist. werde aber zuerst ein paar tage abwarten....
china hat heute beschlossen, bis 2020 xxxxx atomkraftwerke zu bauen.
obwohl ich hätte eigentlich auch schalten können, betreffend den kraftwerken und rausgehen.....
hast du gut gemacht.
¨
ich war letzte Woche beschäftigt von öl in diamanten umzuschichten;-)
uranwerte habe ich nur bannerman und khan resources.....
habe nun noch 2 weitere uranwerte auf der watchlist. werde aber zuerst ein paar tage abwarten....
china hat heute beschlossen, bis 2020 xxxxx atomkraftwerke zu bauen.
das war reiner zufall. wollte mich etwas stärker bei aurcana einkaufen... okay wäre heute auch besser gewesen als vor ner woche, aber da steckt man ja nie drin.
könnte mir vorstellen, dass es die nächsten wochen trotz der "positiven" meldungen aus china weiter runter geht. forum uranium ist heute über 40% eingebrochen, das ist schon hart!
könnte mir vorstellen, dass es die nächsten wochen trotz der "positiven" meldungen aus china weiter runter geht. forum uranium ist heute über 40% eingebrochen, das ist schon hart!
Antwort auf Beitrag Nr.: 41.202.983 von payroll am 15.03.11 00:15:57deshalb ist es vielleicht ne gute idee mal ins fallende messer zu greifen aber trotzdem noch cash zu behalten falls es weiter runtergeht und dann hineingeht...
Corporate Presentation March 2011
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=534472
Exploration Update
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=534471
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=534472
Exploration Update
http://stocknessmonster.com/news-item?S=BMN&E=ASX&N=534471
Antwort auf Beitrag Nr.: 41.244.972 von Ikar am 22.03.11 00:49:28kursziel.at sieht MAN nicht als erste Wahl im Automobilbereich: http://www.kursziel.at/2011/03/man-viele-empfehlen-kaufen/
auch wenn ich mittlerweile raus bin, die antwort kam auf meine email von vor einigen wochen... viel spass beim lesen:
Dear Mr. ...,
Thank you for your email and my apologies for the delay.
The objectives for 2011 are as follows
- Advancement of the feasibility study on the Etango Uranium project, including substantial completion of the Definitive Feasibility Study (DFS) in 2011.
- Outcome of enhancement studies on the DFS engineering and cost estimates.
- Appointment of the DFS engineering firms.
- On-site heap leach pilot plant tests and confirmatory laboratory metallurgical testwork.
- Discussions with potential development partners and, if a suitable transaction can be accomplished, announcement thereof.
- Various regional exploration activities, including drilling of key exploration targets within and near the Etango project area in the first half of 2011.
Also, our most recent corporate presentation, available on the web site, on page 21, provides a good overall outline of what we will be doing and when.
Drilling on the exploration targets to the south and north of Etango has commenced, and updates will be provided as results become available.
Regards
Tim Haughan
Dear Mr. ...,
Thank you for your email and my apologies for the delay.
The objectives for 2011 are as follows
- Advancement of the feasibility study on the Etango Uranium project, including substantial completion of the Definitive Feasibility Study (DFS) in 2011.
- Outcome of enhancement studies on the DFS engineering and cost estimates.
- Appointment of the DFS engineering firms.
- On-site heap leach pilot plant tests and confirmatory laboratory metallurgical testwork.
- Discussions with potential development partners and, if a suitable transaction can be accomplished, announcement thereof.
- Various regional exploration activities, including drilling of key exploration targets within and near the Etango project area in the first half of 2011.
Also, our most recent corporate presentation, available on the web site, on page 21, provides a good overall outline of what we will be doing and when.
Drilling on the exploration targets to the south and north of Etango has commenced, and updates will be provided as results become available.
Regards
Tim Haughan
Monday, July 11, 2011
Bannerman Resources receives cash offer from Hanlong Group
Bannerman Resources (ASX: BMN, TSX: BAN, NSX: BMN) is another example of the increased takeover activity in the small end of the Australian resource market, with the company receiving a conditional cash offer from Chinese conglomerate Sichuan Hanlong Group (Hanlong).
The Hanlong cash offer is priced at A$0.612 per share for 100% of Bannerman, which is a 59% premium to the last traded price of $0.385........
http://www.proactiveinvestors.com.au/companies/news/17761/ba…
....DAS dürfte die gesamte URAN- branche beleben !!!
hbg55
Antwort auf Beitrag Nr.: 41.767.841 von hbg55 am 11.07.11 05:28:29oh mann ist das niedrig...bin damals zu kursen um 2Aud mit 15% minus, ist aber schon paar monde her.
Antwort auf Beitrag Nr.: 41.767.871 von KMST am 11.07.11 06:37:51was denkt ihr, wird das angebot angenommen?
es ist wirklich sehr niedrig. ich bin bei .57 aud rein. also würde mit einem blauen auge davon kommen....
es ist wirklich sehr niedrig. ich bin bei .57 aud rein. also würde mit einem blauen auge davon kommen....
Antwort auf Beitrag Nr.: 41.767.871 von KMST am 11.07.11 06:37:51
.....DAMIT ist ´erste´ phase im bieter- bewerb eingeläutet
bis zum wahren wert ist noch ne menge luft.....IMO
.....DAMIT ist ´erste´ phase im bieter- bewerb eingeläutet
bis zum wahren wert ist noch ne menge luft.....IMO
Antwort auf Beitrag Nr.: 41.768.147 von commodityleviathan am 11.07.11 08:48:36Proposal... da kann man stark von ausgehen, dass dies so nicht angenommen werden wird. zudem hat die chinesische Lobby in Namibia noch nicht den Einfluss wie in anderen afrikanischen Ländern, um übermäßig Druck von politischer Seite auf den Deal auszuüben. ich hoffe, die können das ganz abschmettern, viel zu früh. typisch Hanlong stinkbid.
bannerman ist in der pressemitteilung zumindest schön cool geblieben, von euphorie keine Spur.
bannerman ist in der pressemitteilung zumindest schön cool geblieben, von euphorie keine Spur.
Antwort auf Beitrag Nr.: 41.768.459 von hbg55 am 11.07.11 09:39:38Warum sollte es eine Bieterwettstreit geben? Wenn BMN bockt, bietet Hanlong eben für einen anderen Explorer, gibt genug such dir einen aus, Marenica, Deep Yellow, Xemplar, Extract, allein nur in paar aus Namibia, dazu noch die Kanadier wie Denison, Fission, Harthor, usw.)! Die gesamte peer group dümpelt am Boden, sogar Produzenten (z.B. First oder Paladin,) gibt es für ein Appel und ein Ei! IMO wirklich verdammt klug von den Chinesen gerade JETZT ein tob abzuzgeben, bevor sich die Branche vom Fukushima-Desaster wieder erholt hat...
Für viele Investoren wird jetzt der Spatz in der Hand näher sein als die Taube auf dem Dach!!!
Für viele Investoren wird jetzt der Spatz in der Hand näher sein als die Taube auf dem Dach!!!
Antwort auf Beitrag Nr.: 41.770.812 von Dirkix am 11.07.11 16:09:04
moin dirkix,
da machst du dirs schon abisl ZU einfach, in dem du BMN mit zb. EXT/ DYL
vergleichst - DAS sind mind. 2 paar schuh unterschied......NUR allein
schon was die MK anlangt !!!
denke, das BMN darum in fokus gerückt ist, weil sie gemessen an
den proj. zzt einfach sehr unterbewertet war
hbg55
moin dirkix,
da machst du dirs schon abisl ZU einfach, in dem du BMN mit zb. EXT/ DYL
vergleichst - DAS sind mind. 2 paar schuh unterschied......NUR allein
schon was die MK anlangt !!!
denke, das BMN darum in fokus gerückt ist, weil sie gemessen an
den proj. zzt einfach sehr unterbewertet war
hbg55
Antwort auf Beitrag Nr.: 41.771.853 von hbg55 am 11.07.11 18:40:41MEY ist dagegen noch eklatanter unterbewertet ($ je lbs), spielt MCap-mässig in der gleichen Liga und obendrein ist die Opex auch noch etwas besser (41 zu 38 Bucks-lb)! Ausserdem haben die Frogs von AREVA (mithilfe von Bateman/mintec als EPCM contractor) direkt nebenan vorgemacht, wie man bei Calcrete erfolgreich einen alkaline heap leach process ans Laufen kriegt, also auch noch eine geringere Capex für die facility...!
Antwort auf Beitrag Nr.: 41.773.424 von Dirkix am 11.07.11 23:30:31Bei MEY ist Hanlong doch schon dabei, durch die letzte Finanzierung ? Die versuchen moeglichst viel, moeglichst billig zu bekommen.
Antwort auf Beitrag Nr.: 41.771.853 von hbg55 am 11.07.11 18:40:41
....Tach`. Schrotthändler, biste wieder am sammeln....????
Pipe
....Tach`. Schrotthändler, biste wieder am sammeln....????
Pipe
Antwort auf Beitrag Nr.: 41.773.686 von Tomy_HH am 12.07.11 06:32:31Stimmt! Bannerman komplett und bei MEY den Fuss in der Tür! IMO alles sehr geschickte und vorausschauende Planung, irgendwann werden die westlichen Manager mal aus ihrem Quartalsdenken-Tiefschlaf erwachen um dann erschreckt feststellen zu müssen dass die Chinesen alle wichtigen Rohstoffe kontrollieren und dafür auch nur ein Preis bezahlt haben, der schlechterdings ein Witz ist!
war das ganze mit den 0,61 A$ ein Fake...beobachte das nun schon paar Tage ????
http://www.theenergyreport.com/pub/co/1394
Mike Kozak, Cormark Securities (7/12/11) "Bannerman Resources is advancing its 80%-owned Etango open-pit uranium project forward in Namibia—the 213 Mlb. resource still has room to grow and we envisage the project ultimately producing up to 7 Mlb. U3O8 per annum. . . yesterday, Bannerman announced that it has received a highly conditional proposal from Hanlong Mining Investment Pty. . .the bid shows the continued faith in the uranium market and that demand and growth are still evident; this bid is very positive for both Bannerman and the sector as a whole."
Morning Coffee (7/12/11) "Bannerman Resources Ltd. has received what management calls a 'highly conditional proposal' from Hanlong Mining Investment Pty., a subsidiary of Chinese conglomerate Sichuan Hanlong Group, for the acquisition of 100% of Bannerman for AUD$0.612 cash per share. . .the company's principal asset is its 80%-owned Etango uranium project. . .one of the world's largest undeveloped uranium deposits. . .Bannerman intends to continue to advance its JV discussions with third parties in order to explore all options for delivering the best possible outcome for shareholders. . .the company, through its 80%-owned Namibian subsidiary, also holds title to the Swakop River exploration project and directly holds a 100% interest in three exploration licenses in Botswana."
Edward Sterck, BMO Capital Markets (7/11/11) "Bannerman Resources announced that it has received an unsolicited takeover proposal from a subsidiary of Sichuan Hanlong Group (Hanlong), which has proposed offering AUD$0.612/share in cash (AUD$143M), a 59% premium to BAN's pre-proposal share price (close July 8) and represents AUD$0.67/lb. U308 (total of M&I and inferred). . .Bannerman's Etango Project. . .is highly leveraged to the uranium price and looks economically positive above ~US$75/lb. U3O8; as such, the offer from Hanlong could be indicative of a more positive uranium outlook by Chinese companies and may also reflect positively on other marginal uranium projects."
Mike Kozak, Cormark Securities (7/12/11) "Bannerman Resources is advancing its 80%-owned Etango open-pit uranium project forward in Namibia—the 213 Mlb. resource still has room to grow and we envisage the project ultimately producing up to 7 Mlb. U3O8 per annum. . . yesterday, Bannerman announced that it has received a highly conditional proposal from Hanlong Mining Investment Pty. . .the bid shows the continued faith in the uranium market and that demand and growth are still evident; this bid is very positive for both Bannerman and the sector as a whole."
Morning Coffee (7/12/11) "Bannerman Resources Ltd. has received what management calls a 'highly conditional proposal' from Hanlong Mining Investment Pty., a subsidiary of Chinese conglomerate Sichuan Hanlong Group, for the acquisition of 100% of Bannerman for AUD$0.612 cash per share. . .the company's principal asset is its 80%-owned Etango uranium project. . .one of the world's largest undeveloped uranium deposits. . .Bannerman intends to continue to advance its JV discussions with third parties in order to explore all options for delivering the best possible outcome for shareholders. . .the company, through its 80%-owned Namibian subsidiary, also holds title to the Swakop River exploration project and directly holds a 100% interest in three exploration licenses in Botswana."
Edward Sterck, BMO Capital Markets (7/11/11) "Bannerman Resources announced that it has received an unsolicited takeover proposal from a subsidiary of Sichuan Hanlong Group (Hanlong), which has proposed offering AUD$0.612/share in cash (AUD$143M), a 59% premium to BAN's pre-proposal share price (close July 8) and represents AUD$0.67/lb. U308 (total of M&I and inferred). . .Bannerman's Etango Project. . .is highly leveraged to the uranium price and looks economically positive above ~US$75/lb. U3O8; as such, the offer from Hanlong could be indicative of a more positive uranium outlook by Chinese companies and may also reflect positively on other marginal uranium projects."
Antwort auf Beitrag Nr.: 41.780.434 von Expertchen007 am 13.07.11 10:09:51Versteh ich auch nicht, ein all cash offer für 61 Cent und der Kurs dümpelt bei 43 Cent...!
Eigentlich todsicherer Tip:
All in für 43 Cent + das Angebot der Chinesen zu 61 Cent annehmen = 50 Prozent Gewinn!!!
Oder traut der Markt dem tob nicht?
Eigentlich todsicherer Tip:
All in für 43 Cent + das Angebot der Chinesen zu 61 Cent annehmen = 50 Prozent Gewinn!!!
Oder traut der Markt dem tob nicht?
ja sehr komisch !!
hoffe kein Fake !
Gruss
hoffe kein Fake !
Gruss
Namibia-
Steuerpläne für Bergbau vom Tisch – Branche atmet auf
http://www.az.com.na/wirtschaft/regierung-rudert-zurck.13264…
Steuerpläne für Bergbau vom Tisch – Branche atmet auf
http://www.az.com.na/wirtschaft/regierung-rudert-zurck.13264…
So langsam muss sich hier mal was tun, die 61 AU-Cent von Hanlong stehen schliesslich immer noch im Raum, und der Kurs dümpelt bei 0,37 - 0,38 vor sich in, also 50% Potenzial...
Die Bedingungen für den Deal nochmal im Detail:
The Hanlong proposal is subject to a range of conditions including:
- completion of due diligence by Hanlong to its satisfaction on or before 30 September 2011;
- receipt of Chinese approvals (including from the State Administration of Foreign Exchange, the National Development Reform Commission and the Ministry of Commerce);
- a Bannerman Board recommendation (a necessary pre-requisite given Hanlong’s proposal assumes a Bannerman scheme of arrangement under Australian law);
- obtaining support from major shareholders;
- continuity of Bannerman senior management;
- approvals by related stock exchanges (if required);
- Foreign Investment Review Board approval in Australia and approvals by any other
- governments/jurisdictions (if required);
- no material adverse change or other prescribed occurrences;
- no material transactions, claims, new commitments or changes;
- absence of regulatory intervention;
- no third party consents required; and
- negotiation of transaction documentation.
Die Bedingungen für den Deal nochmal im Detail:
The Hanlong proposal is subject to a range of conditions including:
- completion of due diligence by Hanlong to its satisfaction on or before 30 September 2011;
- receipt of Chinese approvals (including from the State Administration of Foreign Exchange, the National Development Reform Commission and the Ministry of Commerce);
- a Bannerman Board recommendation (a necessary pre-requisite given Hanlong’s proposal assumes a Bannerman scheme of arrangement under Australian law);
- obtaining support from major shareholders;
- continuity of Bannerman senior management;
- approvals by related stock exchanges (if required);
- Foreign Investment Review Board approval in Australia and approvals by any other
- governments/jurisdictions (if required);
- no material adverse change or other prescribed occurrences;
- no material transactions, claims, new commitments or changes;
- absence of regulatory intervention;
- no third party consents required; and
- negotiation of transaction documentation.
Antwort auf Beitrag Nr.: 41.989.692 von Dirkix am 23.08.11 12:46:26wieso?. du listest es doch selbst auf, sofern selbst BMN den Deal nicht favorisiert, sollte der Markt schon garnicht reagieren. Wenn auch nur ein klitzekleines Gegenangebot käme, ginge es ab- mein Verständnis.
Antwort auf Beitrag Nr.: 41.989.746 von Ikar am 23.08.11 12:54:32Also in der Presi von gestern klang das für mich eher PRO Hanlong deal, aber vielleicht lese ich auch zu viel zwischen den Zeilen...!
Australia probe into China's Hanlong hits M&A targets
Australia's corporate watchdog has launched an insider-trading probe into several executives of private Chinese firm Hanlong Mining, sparking a slump in the shares of two mining firms which had gotten takeover proposals from Hanlong.
The Australian Securities and Investments Commission (ASIC) said a local court had restricted the travel of Hanlong Mining's managing director in connection with its investigation of suspected insider trading in shares of Sundance Resources (SDL.AX) and Bannerman Resources (BMN.AX). It also froze the assets of Steven Hui Xiao, a Chinese citizen.
Four other people, including two other employees of Hanlong, the Australian unit of Sichuan Hanlong Group, also had travel restricted and assets frozen under the court order.
Hanlong said Xiao and the two other employees had stood down pending the outcome of the investigation and an executive from Hanlong Mining's parent was going to Sydney to run the company's operations.
Shares of Sundance and Bannerman fell 15 percent and 11 percent, respectively, on Tuesday on worries over the fate of the takeover proposals from Hanlong.
Some high-profile Chinese resource sector deals in Australia have failed in the past few years, leading to a belief among Chinese investors that Australia discriminates against them, a report by the Lowy Institute for International Policy in Sydney said in June.
A 2009 bid by state-owned Chinalco, China's top aluminum producer, to take a significant stake in Rio Tinto (RIO.AX) (RIO.L) was abandoned. In the same year, China Non-Ferrous Metal Mining Co was blocked from buying a controlling stake in rare earths miner Lynas Corp (LYC.AX).
ASSETS FROZEN
Sundance, which received a $1.5 billion takeover proposal from Hanlong in July, said it remained in advanced talks with the Chinese firm and other parties over the development of its $4.6 billion iron ore project in Africa.
Hanlong owns an 18.6 percent stake in Sundance and proposed a 50 cent per share offer for the company.
"Sundance continues to progress its advanced negotiations with Hanlong Mining, as well as with a number of other interested parties, in regards to the development of the Mbalam Iron Ore Project in the Republics of Cameroon and Congo," Sundance said in a statement.
A Hanlong spokesman said the company was looking forward to continuing discussions with Sundance.
Hanlong is waiting for the Cameroon and Congo governments to approve Sundance's Mbalam project before moving forward with a bid.
Sundance shares fell more than 15 percent in early trade. The stock ended down 10 percent at 40 cents.
"(With the investigation) the bid may not be there at 50 cents, I guess that's what investors are concerned about," said Martin Angel, a dealer at Patersons Securities.
Shares in Bannerman, which is subject to a A$144 million takeover proposal from Hanlong, finished down 10 percent at 31 cents. Bannerman said in a statement it was also continuing to engage in talks with Hanlong.
The commission obtained orders blocking Xiao from leaving Australia until Sept 22 and froze his assets.
But he would be allowed to visit Hong Kong for two days before that to meet visa requirements.
The commission also won orders to freeze the assets and restrict the travel of Hanlong vice president Calvin Zhu and another employee, Fan Zhang, and freeze the assets of two others.
Zhu and Zhang are Australian citizens, according to ASIC.
http://www.reuters.com/article/2011/09/13/us-hanlong-austral…
Australia's corporate watchdog has launched an insider-trading probe into several executives of private Chinese firm Hanlong Mining, sparking a slump in the shares of two mining firms which had gotten takeover proposals from Hanlong.
The Australian Securities and Investments Commission (ASIC) said a local court had restricted the travel of Hanlong Mining's managing director in connection with its investigation of suspected insider trading in shares of Sundance Resources (SDL.AX) and Bannerman Resources (BMN.AX). It also froze the assets of Steven Hui Xiao, a Chinese citizen.
Four other people, including two other employees of Hanlong, the Australian unit of Sichuan Hanlong Group, also had travel restricted and assets frozen under the court order.
Hanlong said Xiao and the two other employees had stood down pending the outcome of the investigation and an executive from Hanlong Mining's parent was going to Sydney to run the company's operations.
Shares of Sundance and Bannerman fell 15 percent and 11 percent, respectively, on Tuesday on worries over the fate of the takeover proposals from Hanlong.
Some high-profile Chinese resource sector deals in Australia have failed in the past few years, leading to a belief among Chinese investors that Australia discriminates against them, a report by the Lowy Institute for International Policy in Sydney said in June.
A 2009 bid by state-owned Chinalco, China's top aluminum producer, to take a significant stake in Rio Tinto (RIO.AX) (RIO.L) was abandoned. In the same year, China Non-Ferrous Metal Mining Co was blocked from buying a controlling stake in rare earths miner Lynas Corp (LYC.AX).
ASSETS FROZEN
Sundance, which received a $1.5 billion takeover proposal from Hanlong in July, said it remained in advanced talks with the Chinese firm and other parties over the development of its $4.6 billion iron ore project in Africa.
Hanlong owns an 18.6 percent stake in Sundance and proposed a 50 cent per share offer for the company.
"Sundance continues to progress its advanced negotiations with Hanlong Mining, as well as with a number of other interested parties, in regards to the development of the Mbalam Iron Ore Project in the Republics of Cameroon and Congo," Sundance said in a statement.
A Hanlong spokesman said the company was looking forward to continuing discussions with Sundance.
Hanlong is waiting for the Cameroon and Congo governments to approve Sundance's Mbalam project before moving forward with a bid.
Sundance shares fell more than 15 percent in early trade. The stock ended down 10 percent at 40 cents.
"(With the investigation) the bid may not be there at 50 cents, I guess that's what investors are concerned about," said Martin Angel, a dealer at Patersons Securities.
Shares in Bannerman, which is subject to a A$144 million takeover proposal from Hanlong, finished down 10 percent at 31 cents. Bannerman said in a statement it was also continuing to engage in talks with Hanlong.
The commission obtained orders blocking Xiao from leaving Australia until Sept 22 and froze his assets.
But he would be allowed to visit Hong Kong for two days before that to meet visa requirements.
The commission also won orders to freeze the assets and restrict the travel of Hanlong vice president Calvin Zhu and another employee, Fan Zhang, and freeze the assets of two others.
Zhu and Zhang are Australian citizens, according to ASIC.
http://www.reuters.com/article/2011/09/13/us-hanlong-austral…
BANNERMAN EXTENDS CONVERTIBLE NOTE
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN) advises that it has today reached agreement with its major institutional shareholder, Resource Capital Funds, to extend the maturity date of its existing A$10 million convertible note from mid December 2011 to 31 March 2012, or such later date as may be agreed (but not beyond 30 September 2012).
Subject to execution of formal documentation by 30 September 2011, the convertible note will be extended on its current terms (including the conversion price of A$0.612 per share), with Bannerman agreeing to pay the 8% coupon interest for the extension period and an extension fee of A$150,000 via the issue of new Bannerman shares. The issue price of the new shares will be, for the interest payment, the 5 day volume weighted average price (“VWAP”) of Bannerman’s shares prior to the date of issue and, for the extension fee, the lower of A$0.333 per share (being the 10-day VWAP up to yesterday) and the 10 day VWAP up to the date of payment (which must occur by 16 December 2011).
Bannerman CEO, Len Jubber, said: “The extension of the convertible note evidences the support of one of Bannerman’s key shareholders and provides flexibility in considering possible corporate and other financing options for the Company and its Etango Uranium Project”.
Perth, Australia – Bannerman Resources Limited (ASX: BMN, TSX: BAN) advises that it has today reached agreement with its major institutional shareholder, Resource Capital Funds, to extend the maturity date of its existing A$10 million convertible note from mid December 2011 to 31 March 2012, or such later date as may be agreed (but not beyond 30 September 2012).
Subject to execution of formal documentation by 30 September 2011, the convertible note will be extended on its current terms (including the conversion price of A$0.612 per share), with Bannerman agreeing to pay the 8% coupon interest for the extension period and an extension fee of A$150,000 via the issue of new Bannerman shares. The issue price of the new shares will be, for the interest payment, the 5 day volume weighted average price (“VWAP”) of Bannerman’s shares prior to the date of issue and, for the extension fee, the lower of A$0.333 per share (being the 10-day VWAP up to yesterday) and the 10 day VWAP up to the date of payment (which must occur by 16 December 2011).
Bannerman CEO, Len Jubber, said: “The extension of the convertible note evidences the support of one of Bannerman’s key shareholders and provides flexibility in considering possible corporate and other financing options for the Company and its Etango Uranium Project”.
Antwort auf Beitrag Nr.: 41.989.746 von Ikar am 23.08.11 12:54:32Auch wenn hier im Thread z.Z. nicht so viel los ist....
Bannerman CEO, Len Jubber, sagte: "Wir freuen uns über das starke Interesse von neuen institutionellen Investoren und die kontinuierliche Unterstützung von bestehenden Großaktionären. Dies versetzt das Unternehmen in einer soliden finanziellen Position, da wir die Definitive Feasibility Study über die Etango Uranprojekt im Frühjahr 2012 abgeschlossen und weiterhin unser Engagement mit potenziellen Entwicklungspartnern zu bewegen. Die Kapitalbeschaffung in diesen global unsicheren finanziellen Zeiten unterstreicht die strategische Bedeutung der Etango, die in Kürze einer der sehr wenigen großen und eigenständigen Uran-Projekte mit einer abgeschlossenen Definitive Feasibility Study werden. Bannerman ist gespannt auf die letzte Phase der Machbarkeitsstudie von Etango zum Nutzen aller Beteiligten zu verfolgen, insbesondere die Regierung und das Volk von Namibia ".
Quelle: http://www.bannermanresources.com/media/articles/ASX-Announc…
Bannerman CEO, Len Jubber, sagte: "Wir freuen uns über das starke Interesse von neuen institutionellen Investoren und die kontinuierliche Unterstützung von bestehenden Großaktionären. Dies versetzt das Unternehmen in einer soliden finanziellen Position, da wir die Definitive Feasibility Study über die Etango Uranprojekt im Frühjahr 2012 abgeschlossen und weiterhin unser Engagement mit potenziellen Entwicklungspartnern zu bewegen. Die Kapitalbeschaffung in diesen global unsicheren finanziellen Zeiten unterstreicht die strategische Bedeutung der Etango, die in Kürze einer der sehr wenigen großen und eigenständigen Uran-Projekte mit einer abgeschlossenen Definitive Feasibility Study werden. Bannerman ist gespannt auf die letzte Phase der Machbarkeitsstudie von Etango zum Nutzen aller Beteiligten zu verfolgen, insbesondere die Regierung und das Volk von Namibia ".
Quelle: http://www.bannermanresources.com/media/articles/ASX-Announc…
Die ersten Dezembertage ging es hier ja ein wenig aufwärts. Leider nicht nachhaltig.
Auch nach dem trading halt von marenica diese Woche schmierte der Kurs ab. Erholte sich allerdings wieder leicht. Ich hoffe das geschieht hier auch noch.
Auch nach dem trading halt von marenica diese Woche schmierte der Kurs ab. Erholte sich allerdings wieder leicht. Ich hoffe das geschieht hier auch noch.
Bannerman hat den neuen NI43-101 veröffentlicht. IMO wenig positiv (und das ist schon metaphorisch formuliert), IMO wird damit vorerst nur die Unwirtschaftlickeit des Projektes bewiesen, mal die highlights in Zusammenfassung:
Resource Meas+Ind
cut-off 100ppm
tonnage 336.2Mt (konnte gesteigert werden)
average grade 201ppm
U3O8 67,500t
U3O8 148.7M lbs (konnte gesteigert werden)
- Capital cost estimates include $126.6M in preproduction capital and $361.3M in sustaining capital
[zur Info, MCap 42mio AUD];
- traditional open pit truck and backhoe operation;
- 20Mtpa of ore to the heap leach operation;
- total operating costs for the Project are $16.93/t ore or $45.71/lb U3O8 over the LOM
- Operating Costs First 5 Years $40.85lb
- Revenue -- Average U3O8 Base Price 75 USD/lb
[zur Info Spot Price 52.00 Dollar/U3O8, Longterm so um 60 Dollar...]
Mal zusammengefasst:
- Capex viel höher als zuvor angegeben;
- Opex in einem Bereich, der
- beim aktuellen Uranpreis nicht wirtschaftlich ist;
- Water supply not available;
- dazu drohen weitere financings, raisings, und damit weitere dillution für den Aktionär;
Ergo warten auf drastisch steigende Uranpreise um wirtschaftlich zu werden oder auf ein Wunder in Form eines JV Partners, der die Fianzierung stemmt...
U 3 O 8 price
Resource Meas+Ind
cut-off 100ppm
tonnage 336.2Mt (konnte gesteigert werden)
average grade 201ppm
U3O8 67,500t
U3O8 148.7M lbs (konnte gesteigert werden)
- Capital cost estimates include $126.6M in preproduction capital and $361.3M in sustaining capital
[zur Info, MCap 42mio AUD];
- traditional open pit truck and backhoe operation;
- 20Mtpa of ore to the heap leach operation;
- total operating costs for the Project are $16.93/t ore or $45.71/lb U3O8 over the LOM
- Operating Costs First 5 Years $40.85lb
- Revenue -- Average U3O8 Base Price 75 USD/lb
[zur Info Spot Price 52.00 Dollar/U3O8, Longterm so um 60 Dollar...]
Mal zusammengefasst:
- Capex viel höher als zuvor angegeben;
- Opex in einem Bereich, der
- beim aktuellen Uranpreis nicht wirtschaftlich ist;
- Water supply not available;
- dazu drohen weitere financings, raisings, und damit weitere dillution für den Aktionär;
Ergo warten auf drastisch steigende Uranpreise um wirtschaftlich zu werden oder auf ein Wunder in Form eines JV Partners, der die Fianzierung stemmt...
U 3 O 8 price
Aus dem letzten Bericht vom 11.02.2014 werde ich nicht ganz schlau.
Kann mir da jemand eine Info geben?
Kann mir da jemand eine Info geben?
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