New Millennium Iron - 9,2 Mrd. t Fe in Kanada - JV mit Tata Steel - 500 Beiträge pro Seite (Seite 2)

[alamzana]

Antwort auf Beitrag Nr.: 44.773.847 von ironfahrrad am 03.06.13 14:02:11

sammle hier seit einigen tagen ein...kurs ist ja ziemlich unten

gruss

[ironfahrrad]

Antwort auf Beitrag Nr.: 44.774.819 von alamzana am 03.06.13 15:47:25

Da sagst du was.

Mein ek liegt so ca. beim doppelten vom jetzigen Kurs.

Halt Pech gehabt.

[alamzana]

Antwort auf Beitrag Nr.: 44.774.859 von ironfahrrad am 03.06.13 15:49:45

geht mir aber an anderen baustellen ähnlich

[ironfahrrad]

Wo kommen denn heute in can die relativ hohen Umsätze her?

Sollten etwa gute news folgen.

Jemand eine Idee ??

[ironfahrrad]

Ach, da wurde wohl nur ein Aktienpaket hin- und hergeschoben.

[ironfahrrad]

Ein paar neue Bilder gibt´s auf der homepage.

"DSO Project - Mobile crushing and screening"

[ironfahrrad]

Dry crushing operations:

A mobile dry crushing and screening plant will be operational by June, 2013 and will be operated by a Contractor. The plant is set to start with feed material from the stockpiled Timmins 4 ore mined last year and continue with run of mine ore from Fleming 7N. TSMC plans to process an anticipated average grade of 62% Fe and
Current status:

Mobile plant will be erected for the commencement of production in June, 2013

Until the new terminal at Sept-Iles is ready, TSMC is negotiating interim shipping arrangements

The shipping arrangements at the new dock, which is currently under construction, are being worked out in conjunction with the development of infrastructure at the Port of Sept-Îles, and is being co-ordinated by TSMC along with Labrador Iron Mines

[ironfahrrad]

Mal bei nml nachgefragt, wann denn die FS bzgl. Taconite kommt.
Nachfolgend die promte Antwort am gleichen Tage (heute)

Dear Mr.xxxxx,



As we reported in mid-May, a preliminary Taconite Project feasibility study report was delivered to NML and Tata and the two companies were jointly working with the Study Manager to complete it. That process continues and finalization is expected to take several more months. As you can appreciate, the priority for Tata and ourselves is to have the most rigorous assessment possible in view of the Project’s planned scale and long-term duration even if there is some delay in the original study timetable.



Kind regards,

Ernest Dempsey

Vice President, Investor Relations and Corporate Affairs /

Vice-président, relations investisseurs et affaires générales

[e-mail]

[ironfahrrad]

Ist hier noch jemand dabei ????

[sinsala1986]

Antwort auf Beitrag Nr.: 44.978.673 von ironfahrrad am 03.07.13 22:56:39

sicher, aber momentan is einfach wenig action, man muss einfach ausharren.

[Kongo-Otto]

New Millennium Iron Corp. Announces Tata Steel Minerals Canada's Positive Agreement with the Iron Ore Company of Canada Regarding the Shipment of its Direct Shipping Ore Products

http://finance.yahoo.com/news/millennium-iron-corp-announces…

[freddy1989]

Hey wer ist hier noch dabei ist ja wirklich ein Trauerspiel bei dem enormen Potenzial. Ich meine sag mal die Aktie stand mal locker bei 3 Euro das ist doch alles Wahnsinn was bei dem Minenaktien abläuft oder???

Was haltet ihr von New Millenium Iron langfristig was habt ihr für Kursziele?

[sinsala1986]

$2,56 ist der NPV den ich auf konservativer weise für das DSO projekt berechnet habe.

[sinsala1986]

Antwort auf Beitrag Nr.: 45.000.037 von sinsala1986 am 08.07.13 08:59:18

New Millennium Iron Corp. Announces Loading of the First Train by Tata Steel Minerals Canada with Direct Shipping Ore Products



CALGARY, Alberta, Canada (Marketwired – July 11, 2013) – New Millennium Iron Corp. (“NML” or the “Corporation”) (TSX:NML) (OTCQX:NWLNF) announced today that Tata Steel Minerals Canada (“TSMC”), in which NML has a 20% interest, has loaded its first ore train with Direct Shipping Ore (“DSO”) products. The train containing products from TSMC's dry crushing and screening plant has departed with 164 cars of 100 tonnes capacity each from Silver Yards, Newfoundland and Labrador, (near Schefferville) to the Iron Ore Company of Canada terminal in Sept-Iles.

Dean Journeaux, President and CEO of NML, said, “This is another significant milestone for NML as TSMC enters the iron ore market. TSMC already produced 300,000 tonnes of DSO products in 2012. Production resumed in 2013 from the mine and the screening plant in mid-June. TSMC’s objective is to haul the products to the port for sale to steelmakers.”

http://www.nmliron.com/data/attribute/upload/NR1321.pdf

Neue Bilder

[sinsala1986]

Antwort auf Beitrag Nr.: 45.028.301 von sinsala1986 am 11.07.13 18:09:11

New Millennium Iron

copesetic.de/nml/

[ironfahrrad]

Der Kursverlauf ist einfach nur zum Kotzen.

Wüsste nicht, was den hier wieder nach oben bringen könnte.

Was für news müssen denn noch kommen.

Grausam

[ironfahrrad]

22.07.2013
Another iron ore mine is now shipping
For several years a number of new iron ore mines have been in the exploration and development stage. Several of them like “New Millennium Iron” are in North West Labrador, near Schefferville, Quebec. New Millennium is now shipping product from their operation, which still needs some finishing touches. President, and C.E.O. Dean Journeax spoke with Labrador Morning reporter Mike Power, about the latest developments.

Interview

http://www.cbc.ca/labradormorning/episodes/2013/07/22/anothe…

[ironfahrrad]

Antwort auf Beitrag Nr.: 45.113.483 von ironfahrrad am 25.07.13 13:57:59

Was ich rausgehört habe.
Produktion:

2013 2 Mio. t
2014 4 Mio. t
2015 6 Mio. t

Hat jemand mehr verstanden ??

[ironfahrrad]

[urlhttp://www.tatasteelcanada.com/][/url]

Latest News
July 12, 2013:

The Ministry of Environment Quebec (MDDEFP) has granted permission for the construction of KeRail. Once operational, this 22 Kms of railway line will facilitate the connection to TSH Rail.


July 10, 2013:

TSMC is pleased to announce the flagging off of the first train carrying 17,000 tonnes of DSO iron ore from Schefferville to Sept-Iles. This marks a major milestone in the progress of the DSO project. The train left Schefferville at 3:50 PM today and will reach Sept-Iles in the morning of July 11.

[sinsala1986]

Antwort auf Beitrag Nr.: 45.113.797 von ironfahrrad am 25.07.13 14:31:11

wir sind auf kurs!

nur nicht bezogen auf den aktienkurs...

[sinsala1986]

wann kommt die nachhaltige Bodenbildung bei den kanadischen Eisenerzaktien?

Quo Vadis kanadische Eisenerzaktien?

http://copesetic.de/2013/08/02/quo-vadis-kanadische-eisenerz…

[ironfahrrad]

Construction Update - August 5, 2013 (5 pictures)


http://www.nmliron.com/projects/gallery

[freddy1989]

Ohh mann wie tief geht das hier noch teilweise unter 0,40 Cent. Und die produktionsaussichten sind doch gar nicht so schlecht?

Woran liegt es das die Aktie so fällt was mach new Millennium Iron falsch??

[sinsala1986]

Antwort auf Beitrag Nr.: 45.198.159 von freddy1989 am 07.08.13 13:19:10

Wie du dem obigen beitrag von mir entnehmen konntest, hat sich nml relativ betrachtet im abwärtstrend gegenüber anderen kanadischen eisenerzaktien gehalten.

es ist "einfach" eine sache des marktes, wenn alle unternehmen abgestaft werden, ohne dass deren basics berücksichtigt werden.

Und ich denke, es unterbewerten viele das DSO projekt und schauen alle auf das taconite projekt. Es macht nunmal nicht wirklich sinn, solch ein gigantisches projekt in dieser marktphase und bei den unsicheren kunjunkturaussichten in produktion zu bringen. Zumal wir aktionäre aktuell bei dem kurs massivst verwässert werden würden, wenn nml die anteiligen finanzierung für das taconite projekt jetzt angehen würde.

Den tatsachen müssen wir uns stellen und dann trotzdem mal darüber froh sein, dass wir die transformation zum produzenten geschafft haben und bald den ersten cash-flow einfahren werden. Vll zögert sich halt das taconite projekt hin ind wir bauen durch das dso projekt einen guten cashbetrag auf, der für die zukünftige finanzierung des taconite projekts hilfreich ist, da dann weniger aktien bei der finanzierung ausgegeben werden müssten und der shareholder value für uns altaktionäre steigen würde.

[cervical]

New Millennium Announces Financial Results for the Second Quarter Ended June 30, 2013

http://www.minenportal.de/artikel.php?sid=90229&lang=en#New-…

[Hans60]

New Millennium Iron Corp WKN : A1JB2V TSX : NML

[cervical]

New Millennium Iron Corp. Announces That Tata Steel Minerals Canada Limited Signed a Cooperation Agreement With the NunatuKavut Community Council

TSMC is a joint venture between Tata Steel Limited and NML, which have 80% and 20% interests, respectively. TSMC is developing iron ore deposits in the Canadian provinces of Quebec and Newfoundland and Labrador. TSMC is part of Tata Steel Group of companies. Tata Steel Group is among the top ten global steel companies with crude steel capacity of over 26.5 million tonnes per annum (mtpa). Tata Steel has over 80,000 employees across five continents and is a Fortune 500 company.

NCC stated in a press release dated August 14, 2013, "NCC is the aboriginal organization representing the Southern Inuit of Labrador. The Southern Inuit of Labrador number approximately 6,000 and have asserted Land Rights to a vast area of Labrador. The aboriginal organization from Labrador and the mining company have been in negotiations for many months to form an agreement that addresses issues of concern for NCC and provides socio-economic benefits to NCC and its people. The agreement covers environmental protection, employment, and business opportunities including financial benefits. It also commits TSMC to make every reasonable effort to ensure that contractors hired to work on the DSO Project also comply with the agreement where warranted."

http://www.minenportal.de/artikel.php?sid=90510&lang=en#New-…

[freddy1989]

Wahnsinns anstieg heute ob das nur ein ausreißer war was meint ihr???

[sinsala1986]

Antwort auf Beitrag Nr.: 45.268.387 von freddy1989 am 16.08.13 20:24:31

wahnsinns-anstieg im vergleich zu den letzten wochen:

[freddy1989]

Das stimmt aber aus Kanada hört man das der Kurs auch schon wieder 10 Prozent zurück gekommen ist. Hoffentlich keine eintagsfliege

[cervical]

vom Chart her wohl überkauft

http://stockcharts.com/h-sc/ui?s=NML.TO

[freddy1989]

Ja frag mich ob der Kurs sich in den nächsten tagen wieder auf dem alten Nivau einpendelt. Denn so richtig knaller News zum durchatmen gab es nicht glaube da ist einfach ein Großinvestor eingestiegen? oder denkt ihr jetzt an einen starken Aufwärtstrend?

[sinsala1986]

Antwort auf Beitrag Nr.: 45.268.849 von freddy1989 am 16.08.13 21:51:55

aktuelle Bilder:

[ironfahrrad]

http://www.venture-minerals.de/download.php?f=66adacce92c744…" target="_blank" rel="nofollow ugc noopener">[http://www.venture-minerals.de/download.php?f=66adacce92c744…

[ironfahrrad]

http://www.venture-minerals.de/download.php?f=66adacce92c744…

Bitte kopieren und einfügen

[ironfahrrad]

Neue Bilder

Aerial View of the Mobile Crushing and Screening Plant

http://www.nmliron.com/data/media/all/original/IMG_3659_cont…


Mining at Timmins

http://www.nmliron.com/data/media/all/original/IMG_3624_cont…

[ironfahrrad]

News release 1324 - NML Announces First Shipment from Tata Steel Minerals Canada’s Direct Shipping Ore Project

[Hans60]

Antwort auf Beitrag Nr.: 45.465.343 von ironfahrrad am 17.09.13 15:45:16

New Millennium Iron Corp WKN : A1JB2V TSX : NML





New Millennium Iron Corp. Announces First Shipment from Tata Steel Minerals Canada's Direct Shipping Ore Project

CALGARY, ALBERTA -- (Marketwired) -- 09/17/13 -- New Millennium Iron Corp. ("NML" or the "Corporation") (TSX: NML) (OTCQX: NWLNF) announced today that Tata Steel Minerals Canada ("TSMC"), in which NML has a 20% interest, has made the first shipment of products from its Direct Shipping Ore ("DSO") Project.

The vessel MV Sterling with a cargo of approximately 77,000 tonnes of iron ore sinter fines departed from the Iron Ore Company of Canada's terminal facilities in Sept-Iles, Quebec, on September 14th. Shipments through the Sept-Iles terminal are an interim step as TSMC awaits the completion of the arrangements for access to its new Pointe Noire Dock. The vessel will discharge in Europe for Tata Steel Europe's plants.

Dean Journeaux, New Millennium President and CEO, said, "This is a singular milestone for NML and its shareholders as TSMC officially enters the iron ore market with its first shipment. Production and rail haulage from the DSO Project are now well established and seaborne shipments have now begun."

[ironfahrrad]

Antwort auf Beitrag Nr.: 45.465.601 von Hans60 am 17.09.13 16:12:21

Du machst das immer so schön

Hoffentlich geht es jetzt mal nachhaltig aufwärts.

[cervical]

NR1325
09/18/2013

CALGARY, Alberta, Canada (Marketwired – September 18, 2013) – New Millennium Iron Corp. (“NML” or the “Corporation”) (TSX:NML) (OTCQX:NWLNF) announced today that Tata Steel Minerals Canada Limited (“TSMC”), in which NML has a 20% interest, has signed a number of inter-related definitive agreements with certain parties, including Labrador Iron Mines Holdings Limited (“LIM”), that favourably impacts the Direct Shipping Ore (“DSO”) Project owned and operated by TSMC.

These agreements formalize the earlier framework agreement in principle between TSMC and LIM signed on March 12, 2013 (see news release NR 13-07). These agreements provide for the acquisition by TSMC of up to 70% of the Howse deposit, the formation of a joint venture to develop the Howse deposit, as well as access by rail of iron ore products from TSMC’s DSO operation to LIM’s Silver Yard facility, for further transport to the port in Sept-Iles. TSMC expects to enjoy the benefit of cost synergies from the rationalization of various aspects of the respective iron ore operations of TSMC and LIM.

Dean Journeaux, President and CEO of NML, said, “We are pleased that the earlier framework agreement is now formalized so that TSMC can now proceed with the related activities that were proposed. These activities would lead to improvements in operating efficiencies for the DSO Project. TSMC now stands to achieve substantial savings by taking advantage of synergies made possible through co-operation with LIM. The acquisition of up to 70% of the Howse deposit will result in a net addition of resources located only about four kilometers from the year-round TSMC processing plant site in the Timmins area.”

Summary of Project Development Activities:

Based on the agreement, TSMC is proceeding with the necessary work in order to benefit from the joint venture and rail agreements summarized below:

Under the terms of the joint venture agreement (the “Agreement”), TSMC and LIM have agreed to form an unincorporated joint venture (the “Joint Venture”) pursuant to which Howse Minerals Limited, a wholly owned subsidiary of TSMC (“HML”), has acquired an initial 51% participating interest in the 39 staked mineral claims identified as License Numbers 021314M and 021315M that together comprise the Howse Deposit (the “Property”) for a total cash consideration of $30 million. NML is required to make its’ pro rata contribution of C$6 million for this payment, of which $4.7 million has been contributed to date. TSMC shall be the initial operator of the Joint Venture (the “Operator”).
LIM will conduct a C$5 million exploration program over the course of the 2013 calendar year. The exploration program will comprise drilling a targeted 70 holes of reverse circulation and diamond drilling with up to 10,000 meters of drilling. The objective of the drill program is to convert the historical resources to National Instrument 43-101 (NI 43-101) compliant mineral resources by spring 2014 and to collect metallurgical, geotechnical, hydrogeological, and hydrology information to advance Howse towards production. The feasibility study is expected to be completed by July 2014 with a target for commencement of mine development in 2015 and commercial production in 2016.
In order to increase its interest in the Howse joint venture to 70%, TSMC is required to invest an additional C$23.5 million in expenditures to the joint venture. Once TSMC has contributed this amount, TSMC and LIM will be required to contribute their respective pro-rata share of additional required contributions. Considerable savings are expected to be achieved in the TSMC mining plan due to the accessibility of the Howse deposit to the TSMC processing plant.
After TSMC has earned its 70% participating interest in the Property, each Party shall be obligated to contribute funds in response to any cash call by the Operator that is approved by the management committee established pursuant to the Agreement to oversee the activities of the Joint Venture and the Operator (the “Management Committee”) in proportion to their respective participating interests in the Property. To the extent that a Party does not fund as required by a cash call, its participating interest will be reduced accordingly. If a Party’s interest becomes less than 10%, such Party shall be deemed to have withdrawn from the Joint Venture and shall be deemed to have transferred its entire participating interest to the other Party.
The Management Committee established pursuant to the Agreement will consist of between two and four members, with one to two members appointed by each of LIM and TSMC. The chairman of the Management Committee shall be appointed by the Party having the greater participating interest. Certain decisions shall require the approval of 85% or more of the participating interests.
If the Property is not in commercial production by June 1, 2017, LIM shall have the right, subject to certain stated conditions, to require TSMC to sell to LIM such portion of TSMC’s participating interest such that each of the Parties would own a 50% participating interest, and LIM shall replace TSMC as the Operator.
The Operator shall commence a feasibility study as directed by the Management Committee, which will set forth a plan for the optimization by the Operator of the costs and logistics in connection with the mining, processing and transportation of iron ore product from the Property.
The Parties will negotiate in good faith an agreement for the beneficiation of the iron ore produced by the Joint Venture at TSMC’s plant located at the Timmins Area and such agreement would be on mutually agreed terms on an arm’s length basis.
The construction of a rail link between TSMC’s Timmins Area processing plant to LIM’s Silver Yard is well underway to establish access to the TSH main line. Considerable savings are expected to be realized due to utilization of certain existing rail infrastructure and more direct access to Silver Yard that the agreements permit. The final surface rights and construction permits required by the parties from the Government of Newfoundland and Labrador were recently received to permit construction of the last portion of the rail link to Silver Yard.

http://www.nmliron.com/news-media/news-releases/nr1325

[ironfahrrad]

Jetzt geht es aber Schlag auf Schlag.

Im warsten Sinne des Wortes sollte man jetzt auf den fahrenden Zug aufspringen.

[ironfahrrad]

Antwort auf Beitrag Nr.: 45.472.487 von ironfahrrad am 18.09.13 14:56:08

" wahrsten "

[ironfahrrad]

LATEST NEWS
Interview with Dean Journeaux, President & CEO on BNN
09/18/2013

http://watch.bnn.ca/#clip1006237

[ironfahrrad]

2013 - 1,5 -2 Mio. t
2014 - 4 Mio.t
2015 - 6 Mio. t (5 Mio.t of upgrade iron, 1 Mio. t. of lower - grade iron)

bei "estimated average operating cost von ca. 32,50 $"
dürfte bald ordentlich cash fließen.

Taconite soll nach Inbetriebnahme einen Ausstoß von 22 Mio. t jährlich aufweisen.

pre bfs kommt bald.
Mal sehen, wer der/die Partner werden.

[ironfahrrad]

Hinein in den Bauch



und ab nach Europa, damit die Kasse klingelt

[ironfahrrad]

Construction update.
Weitere Fotos auf der homepage

[sinsala1986]

Antwort auf Beitrag Nr.: 45.560.013 von ironfahrrad am 03.10.13 09:03:14

nice progress,

bald wird es auch noch mehr informationen zu NML geben.

[ironfahrrad]

Antwort auf Beitrag Nr.: 45.562.897 von sinsala1986 am 03.10.13 16:34:31

bfs Taconite ?????

[ironfahrrad]

Construction update. Mehr auf der homepage.

[ironfahrrad]

DSO CONSTRUCTION PROGRESS

October 11, 2013

Overview: The work is progressing to complete the work related to site infrastructure as well as the train loading system and rail link to the TSH Railway.

Current construction progress and future planned activities are summarized in the following sections.

Mehr Informationen:

http://www.nmliron.com/projects/dso-project/construction-sta…

[freddy1989]

Hey danke für den guten link Ironfahrrad

Mal nee frage in die Runde New Millenium muss doch glaube 40 Millionen zum aufbau von DSO beitragen und Tata Steel 400 Millionen investieren und dann beginnt ab 2016 das richtige Geld verdienen.

Sorry falls ich mich mit den zahlen geirrt habe.

Aber was passiert eigentlich wenn wir bis dahin wieder eine Finanzkrise haben oder etwas ähnliches wird Tata Steel auf jedenfall Zahlen?
Und das joint venture bleibt bestehen?

ich meine wegen der sicherheit nicht das New Millenium Iron im Krisenfalle alleine da steht.

[ironfahrrad]

Antwort auf Beitrag Nr.: 45.652.743 von freddy1989 am 18.10.13 13:21:37

Der Fachmann für nml ist sinsala.
Das ist seine Ausarbeitung.
http://copesetic.de/unternehmen/eisenerz/labrador-trough/new…

Durchlesen.

Eine Garantie gibt es nicht. In einer Finanzkrise kann alles passieren.
Investiere nur so viel Kapital in Aktien wie du in der Lage bist, Verluste zu verkraften.

Vielleicht schreibt dir ja sinsala was zu deinen Ausführungen.

[sinsala1986]

Antwort auf Beitrag Nr.: 45.652.743 von freddy1989 am 18.10.13 13:21:37

der letzte von NML genannte capex für das DSO projekt war $560 mio.,
Davon müsste Tata Steel $508 mio. aufbringen, NML $52 mio.,
das alles sollte dann mit einem finanzierungsmix von 70% schulden und 30% eigenkapital finanziert werden,
So wie ich es verstehe nimmt die JV gesellschaft Tata Steel Minerals Canada dann einen gesamtkredit sowohl für NML als auch für Tata Steel auf,
Der kredit wäre dann insgesamt $392 mio. schwer und NML müsste nur für deren kreditanteil von $36,4 mio. zinsen zahlen

ich denke, dass bis jetzt mindestens 60-70% der capex-kosten ausgegeben wurden, schließlich ist der Dome sehr teuer, Maschinen sind schon viele vorhanden (auch im Dome bereits) und die kosten der bahnverlegung sind auch nicht ohne.

Ich denke aber auch, dass due capex-kosten weiter auf um die $625 mio. ansteigen werden, aufgrund von verzögerungen, schlechten bedingungen und problemen (schienenverlegung),

Beim DSO projekt ist Tata Steel schon viel zu weit fortgeschritten als das die das projekt canceln würden, es würde ja auch nur sinn machen, wenn man nicht kostendeckend arbeiten würde und das kann ich mir bei NML nicht vorstellen, sonst wäre die Machbarkeitsstudie eine Farce gewesen.

[sinsala1986]

Antwort auf Beitrag Nr.: 45.653.623 von sinsala1986 am 18.10.13 15:15:34

so langsam wird NML heimisch dort:

[sinsala1986]

Antwort auf Beitrag Nr.: 45.655.333 von sinsala1986 am 18.10.13 19:03:44

es gibt auch eine neue präsentation von NML

http://www.nmliron.com/data/attribute/upload/20130926%20NML%…

Bis Ende 2013 soll noch die LKW-Verbindung zu der Bahnverladestation Silver Yards von Labrador Iron Mines stehen, danach soll dann die eigene Bahnverbindung KéRail fertig sein, so dass man endlich direkt von Timmins die Erze per Zug wegtransportieren kann, dann wirds auch sparsamer.

zum Taconite-Projekt:
- der bedarf von Tata Steel Europe liegt wohl bei 10 Mio. Tonnen pro Jahr, der Rest soll auf andere Partner oder Ankäufer verteilt werden
- Fertigstellung der FS in Q4/2013

[freddy1989]

Die neue Presentation sieht sehr gut aus denke mir wenn bis 2016 alles gut geht sehen wir nur noch steigende Kurse.

Rescourcen für 100 Jahre Produktion ist schon wahnsinn.

Und denke mir eine Marktcap von 2 Milliarden ist locker drin eher 4-5 Millarden bis 2020.

Was meint ihr zur Marktcap 2020 wenn alles klappt??

[freddy1989]

Hier mal was zum Eisenerzpreis die großen geben wieder mächtig Gas hoffe das bekommt New Millenium Iron auch gut.

Trotz Sparzwang
BHP Billiton und Rio Tinto investieren 10 Mrd. Dollar in australisches Eisenerz

Die Bergbaugiganten BHP Billiton (WKN 908101) und Rio Tinto (WKN 852147) scheinen die Sparzügel ein wenig zu lockern. Insgesamt wollen die Konzerne nämlich rund 10 Mrd. Dollar in die Expansion ihrer Eisenerzaktivitäten in Western Australia investieren.

Bei der Vorstellung der Ergebnisse des dritten Quartals in der vergangenen Woche deutete Rio Tintos CEO Sam Walsh an, dass es wahrscheinlich sei, dass der Konzern kommenden Monat ein Budget von 5 bis 6 Mrd. Dollar frei geben werde, um die Eisenerzaktivitäten in Australien auszuweiten.

Und BHP, das größte Bergbauunternehmen der Welt, hat gerade erst seine Produktionsprognose für Eisenerz aus Western Australia um 5 auf 212 Mio. Tonnen angehoben. Zwar gab CEO Andrew Mackenzie keinen Kommentar dazu ab, wann BHP eine mögliche Expansion seiner Bahnverbindungen, Hafenanlage und Minen genehmigen könnte, sprach aber über die langfristigen Pläne des Unternehmens, die Kapazität der Jimblebar-Mine auf 55 Mio. Tonnen pro Jahr zu steigern.

Das, zusammen mit einer breitangelegten Beseitigung von Engstellen in der Lieferkette, soll ein „kapitaleffizientes Kapazitätswachstum auf ungefähr 260 bis 270 Mio. Tonnen Eisenerz pro Jahr ermöglichen", so Mackenzie. Die Wirtschaftszeitung The Australian führte aus, dass eine solche Expansion, die geschätzte 4 bis 6 Mrd. Dollar kosten dürfte, vom Markt gut aufgenommen werden dürfte.

[sinsala1986]

Antwort auf Beitrag Nr.: 45.683.201 von freddy1989 am 23.10.13 21:26:59

ergänzend dazu:

Die Iron Ore Company of Canada (IOC) –
Die Mutter aller kanadischen Eisenerzunternehmen

http://copesetic.de/2013/10/17/die-iron-ore-company-of-canad…

[ironfahrrad]

Construction progress (weitere auf der homepage)
Aerial View of the Dome, Sizing Station and Rail Loop

[sinsala1986]

ArcelorMittal Mines Canada (AMMC) –
ein Stahlkonzern betreibt Bergbau

http://copesetic.de/2013/10/27/arcelormittal-mines-canada-am…

[sinsala1986]

so aktueller Quartalsbericht zum 30. September 2013 ist raus:

http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issu…

cash: $8,036 Mio.
short-term investments: $27,255 Mio.
working capital: $37,063 Mio.

cash hat um $39,219 Mio. abgenommen,
short-term investments haben um $12,024 Mio. zugenommen

per saldo hat NML $27,195 Mio. ausgegeben

zum einen zahlte NML im Juli $19,186 Mio. für die errichtung des neuen port bei sept-íles. diese investition ist für das Taconite projekt bestimmt, weswegen NML hier 100% in vorleistung geht, aber anteilig im möglich JV-verhältnis rückentschädigt werden würde, sollte Tata Steel sich für das Projekt entscheiden.

zu der $30 mio. cash-zahlung an LIM für die akquisition von 51% an dem howse projekt musste NML 20% im JV-verhältnis beisteuern, was also $6 mio. ausmachen würde. wie es aussieht hat NML für das Howse-JV $2,7 Mio. als kredit zur verfügung gestellt.

"This decrease in working capital is due to the usage of cash and cash
equivalents and short-term investments to pay for the Company’s second and final payment for access to the new multi user Port of Sept Iles deep water dock facility, the Company’s investment in the exploration and evaluation of its mineral assets, funding of the loan cash calls from TSMC and its subsidiary as well as funding its operational loss for the period."

[reyna]

http://www.voestalpine.com/group/de/presse/suedostasien/

[freddy1989]

Warum stürzt der Kurs von New Millenium wieder so stark ab??

Langsam macht das investieren im Rohstoffsektor keinen spass mehr liegt ja alles am Boden.

Was meint ihr hat New Millenium mit Tata Steel einen verlässlichen starken Partner?

angeblich sind die Projekte von New Millenium "Weltklasse" zumal die Transsportkosten echt gering sind

[sinsala1986]

Antwort auf Beitrag Nr.: 45.929.392 von freddy1989 am 27.11.13 13:05:02

Man verdient mit Rohstoffaktien nicht so viel, wenn man teuer einkauft und der Hausse hinterher läuft.

Wenn man aber in der Baisse, die emotionaler sehr viel stärker wirkt, in die richtigen Rohstofftitel günstig investiert, der kann dann wenn die Baisse vorbeigeht, größere Gewinne erwarten.

Ob NML eine der richtigen Aktien ist, muss jeder selbst wissen.
Ob jemand an ein Vorübergehen der Baisse (und hier spreche ich erst von einer fairen Bewertung der Aktie --- im Gegensatz zur übertrieben positiven Bewertung in einer Hausse) mittelfristig glaubt und die Kapitalfehlallokation aufhört, muss auch jeder selbst entscheiden.

Klar, solche Phasen sind nicht schön und machen keinen Spaß, aber solange sich die Parameter der Unternehmen nicht verschlechtern oder gar ja verbessern, soll mir der aktuelle Kurs doch egal sein.

[sinsala1986]

Antwort auf Beitrag Nr.: 45.930.442 von sinsala1986 am 27.11.13 15:03:59

Mining in Québec, Newfoundland and Labrador

ab Seite 16 gehts um den Labrador Trough und u.a. NML

http://gbreports.com/admin/reports/MiningQuebecNewfoundlandL…

[freddy1989]

Hier mal ein Update sieht gar nicht so schlecht aus was meint ihr?

New Millennium Iron Corp. Updates the Progress of the Taconite Project Feasibility Study and Announces Engagement of a Qualified Consultant for the Filing of a NI 43-101 Compliant Report

11/28/13 -- New Millennium Iron Corp. (TSX: NML)(OTCQX: NWLNF) ("NML" or the "Corporation") today provided an update on the progress of the Taconite Project Feasibility Study ("TFS"), which is being jointly undertaken by Tata Steel Limited ("Tata Steel") and NML, and financed by the parties on a 64% - 36% basis, respectively.

Since receipt of the TFS final draft from the Study Manager, Tata Steel and NML have carried out a review, including value engineering and an assessment of alternative production scenarios. In preparation for publication of the highlights of the TFS report and financial results, the parties have engaged Met-Chem Canada Ltd., Montreal, Quebec, who is qualified to compile a National Instrument 43-101 technical report. The TFS results are expected to be published in a news release and subject to approval by NML's board of directors and Tata Steel management, before year end. The technical report will be filed on SEDAR within 45 days of publication of the news release.

"We are very pleased to be close to completing and publishing the results of the Feasibility Study," said Dean Journeaux, President and CEO of NML. "It is a very large undertaking with many stakeholders. We have been working closely with Tata Steel to develop the most robust project fundamentals and look forward to continuing these efforts. As we go forward, we continue our joint work with other stakeholders to make further improvements to the project."

"Also, we will intensify the ongoing search for additional partners for the Taconite Project once the TFS technical and financial information can be made available to prospective parties."

About New Millennium

The Corporation controls the emerging Millennium Iron Range, located in the Province of Newfoundland and Labrador and in the Province of Quebec, which holds one of the world's largest undeveloped magnetic iron ore deposits. In the same area, the Corporation and Tata Steel Limited ("Tata Steel"), one of the largest steel producers in the world, have advanced a Direct Shipping Ore ("DSO") Project to the production stage, from which commercial sales will soon begin. Tata Steel owns approximately 26.3% of New Millennium and is the Corporation's largest shareholder and strategic partner.

Tata Steel exercised its exclusive option to participate in the DSO Project and has a commitment to take the resulting production (see news release 10-16 dated September 14, 2010). The DSO Project is owned and operated by Tata Steel Minerals Canada Limited ("TSMC"), which in turn is 80% owned by Tata Steel and 20% owned by NML. The DSO Project contains 64.1 million tonnes of Proven and Probable Mineral Reserves at an average grade of 58.8% Fe, 21.0 million tonnes of Measured and Indicated Mineral Resources at an average grade of 59.2% Fe, 10.3 million tonnes of Inferred Resources at an average grade of 58.3% Fe and about 25.0 - 30.0 million tonnes of historical resources that are not currently in compliance with NI 43-101 (see news release 09-03 dated February 11, 2009, news release 09-05 dated March 4, 2009, news release 09-16 dated December 9, 2009, news release 10-12 dated July 8, 2010 and news release 12-14, dated May 31, 2012). A qualified person has not done sufficient work to classify the historical estimate as current mineral resources or mineral reserves, the Corporation is not treating the historical estimate as current mineral resources or mineral reserves and the historical estimate should not be relied upon.

The Millennium Iron Range currently hosts two advanced projects: LabMag contains 3.5 billion tonnes of Proven and Probable reserves at a grade of 29.6% Fe plus 1.0 billion tonnes of Measured and Indicated resources at an average grade of 29.5% Fe and 1.2 billion tonnes of Inferred resources at an average grade of 29.3% Fe (see news release 06-13 dated July 5, 2006 and news release 07-11 dated July 17, 2007); KeMag contains 2.1 billion tonnes of Proven and Probable reserves at an average grade of 31.3% Fe, 0.3 billion tonnes of Measured and Indicated resources at an average grade of 31.3 % Fe and 1.0 billion tonnes of Inferred resources at an average grade of 31.2% Fe (see news release 09-01 dated January 16, 2009). Tata Steel also exercised its exclusive right to negotiate and settle a proposed transaction in respect of the LabMag Project and the KeMag Project (see news release 11-09 dated March 6, 2011).

The Millennium Iron Range now hosts other taconite deposits. The first is the Lac Ritchie property located at the north end of the Range. The initial 2011 drilling of 40 holes in this property revealed Indicated Resources of 3.330 billion tonnes at an average grade of 30.3% Fe, and Inferred Resources of 1.437 billion tonnes at an average grade of 30.9% Fe (see news release NR 12-11, dated April 02, 2012).

Two other taconite deposits are located south of the LabMag deposit in the Millennium Iron Range. The initial 2012 drilling of 23 holes in the Sheps Lake property and of 50 holes in the Perault Lake property revealed Indicated Resources of 3.580 billion tonnes at an average grade of 31.22%, and Inferred Resources of 795 million tonnes at an average grade of 30.56% (see news release NR 13-04, dated February 11, 2013).

The Howells Lake - Howells River North deposit is located between the LabMag and KeMag deposits, and evidences mineral continuity in the Range. The 2011 and 2012 drilling of 11 holes in the Howells River North property and of 45 holes in the Howells Lake property, revealed Indicated Resources of 7.631 billion tonnes at an average grade of 30.39% Fe, and Inferred Resources of 3.310 billion tonnes at an average grade of 29.83% Fe (see news release NR 13-15, dated May 23, 2013).

The Corporation's mission is to add shareholder value through the responsible and expeditious development of the Millennium Iron Range and other mineral projects to create a new large source of raw materials for the world's iron and steel industries.

For further information, please visit www.NMLiron.com, www.tatasteel.com, www.tatasteelcanada.com, and www.tatasteeleurope.com.

Dean Journeaux, Eng., and Thiagarajan Balakrishnan, P.Geo., are the Qualified Persons as defined in National Instrument 43-101 who have reviewed and verified the scientific and technical mining disclosure contained in this news release.

Forward-Looking Statements

This news release contains certain forward-looking statements and forward-looking information (collectively referred to herein as "forward-looking statements") within the meaning of applicable Canadian securities laws. All statements other than statements of present or historical fact are forward-looking statements. Forward-looking information is often, but not always, identified by the use of words such as "could", "should", "can", "anticipate", "expect", "believe", "will", "may", "projected", "sustain", "continues", "strategy", "potential", "projects", "grow", "take advantage", "estimate", "well positioned" or similar words suggesting future outcomes. In particular, this news release may contain forward-looking statements relating to future opportunities, business strategies, mineral exploration, development and production plans and competitive advantages.

The forward-looking statements regarding the Corporation are based on certain key expectations and assumptions of the Corporation concerning anticipated financial performance, business prospects, strategies, regulatory developments, exchange rates, tax laws, the sufficiency of budgeted capital expenditures in carrying out planned activities, the availability and cost of labour and services and the ability to obtain financing on acceptable terms, the actual results of exploration and development projects being equivalent to or better than estimated results in technical reports or prior activities, and future costs and expenses being based on historical costs and expenses, adjusted for inflation, all of which are subject to change based on market conditions and potential timing delays. Although management of the Corporation consider these assumptions to be reasonable based on information currently available to them, they may prove to be incorrect.

By their very nature, forward-looking statements involve inherent risks and uncertainties (both general and specific) and risks that forward-looking statements will not be achieved. Undue reliance should not be placed on forward-looking statements, as a number of important factors could cause the actual results to differ materially from the beliefs, plans, objectives, expectations and anticipations, estimates and intentions expressed in the forward-looking statements, including among other things: inability of the Corporation to continue meet the listing requirements of stock exchanges and other regulatory requirements, general economic and market factors, including business competition, changes in government regulations or in tax laws; general political and social uncertainties; commodity prices; the actual results of exploration, development or operational activities; changes in project parameters as plans continue to be refined; accidents and other risks inherent in the mining industry; lack of insurance; delay or failure to receive board or regulatory approvals; changes in legislation, including environmental legislation, affecting the Corporation; timing and availability of external financing on acceptable terms; conclusions of, or estimates contained in, feasibility studies, pre-feasibility studies or other economic evaluations; and lack of qualified, skilled labour or loss of key individuals. Readers are cautioned that the foregoing list is not exhaustive.

The forward-looking statements contained herein are expressly qualified in their entirety by this cautionary statement. The forward-looking statements included in this news release are made as of the date of this news release and the Corporation does not undertake and is not obligated to publicly update such forward-looking statements to reflect new information, subsequent events or otherwise unless so required by applicable securities laws.

With respect to the disclosure of historical resources in this news release that are not currently in compliance with National Instrument 43-101, a qualified person has not done sufficient work to classify the historical estimate as current mineral resources or mineral reserves, the Corporation is not treating the historical estimate as current mineral resources or mineral reserves and the historical estimate should not be relied upon.

[sinsala1986]

Antwort auf Beitrag Nr.: 45.938.964 von freddy1989 am 28.11.13 12:46:41

ich glaube, die wichtigsten wörter in der news release sind:

"alternative production scenarios"

vll haben die realisiert, dass ein gestiegener capex von $4 mrd. laut vor-machbarkeitsstudien auf womöglich über $6 mrd. wie es dann in der machbarkeitsstudie lauten könnte, unter der tatsache, dass in der bergbaubranche solch theoretischen kosten in der realität dann nochmals um x% überstiegen werden, nicht finanzierbar ist bzw. das wirtschaftliche risiko zu groß ist

Vll planen die nun mit einer anfangs kleineren produktionsrate, d.h. Kleinere produktionsanlage mit geringerem capex, zu dem NML dann auch nicht so immens viel finanzieren müsste, besonders eine aktienausgabe zu diesen kursen tut jedem anleger weh.

Interessant finde ich auch einen neuen NI43-101 bericht, das heisst ja, das etwas neues untersucht wird, zu dem es offiziell keinen bericht gibt. Eventuell könnte der ort der produktionsanlagen für das taconite projekt umgesetzt werden, eventuell näher zu den verarbeitungsanlagen des DSO projekts wegen der eisenbahnanbindung. Vll cancelt man die pipeline-lösung für ein kleineres taconite projekt und rüstet dann später sukzessive weiter auf und vergrößert die produktion. kleiner starten und nicht dem unberechenbaren gigantismus verfallen, finde ich besser.

Nur meine meinung

[freddy1989]

Hey hier mal neue Bilder auf der Webseite von New Millenium Iron die scheinen Stück für Stück vorran zu kommen. Nur der Aktienkurs spiegelt das enorme Potenzial leider nicht wieder. Fragt man sich was passiert wenn New Millenium 2016 in Produktion geht?

Oder die Studie raus ist wenn wir Pech haben steht der Kurs auch dann noch so niedrig interessiert sich einfach momentan keiner für den Rohstoffsektor.


http://www.nmliron.com/gallery?slideshow=531

[sinsala1986]

Antwort auf Beitrag Nr.: 45.993.352 von freddy1989 am 06.12.13 11:16:39

New Millennium Iron – Abmilderung des Gigantismus?

http://copesetic.de/2013/12/08/new-millennium-iron-abmilderu…

[sinsala1986]

Takota Asset Management Inc.:

Assessing Value: the New Millennium Example

http://www.takota.ca/wp-content/uploads/Rdec13.pdf

--------------------------------------------------------------

New Millennium Iron Corp. hypes mine feasibility study

http://www.thetelegram.com/Business/2013-12-04/article-35289…

[sinsala1986]

hier eine weitere kalkulation:



es wurden nun berücksichtigt:

- der DSO projekt capex würde auf $725 Mio. steigen, der für LabMag würde für eine 8 Mio. Tonnen Eisenerzkonzentratproduktionskapazität ca. $2 Mrd. hoch sein
- zu den operativen kosten laut Machbarkeitsstudie werden nochmal $30/tonne für das DSO projekt und $40/tonne für LabMag abgezogen (berücksichtigt kosteninflation, höhere kosten für das eigene hafenport, kosten für verschiffung, ...)
- von der operativen kosten habe ich in der zwischenspalte "JV net profit" dann $5 Mio. bei dem DSO projekt und $10m bei LabMag als allgemeine JV-unternehmenskosten pauschal abgezogen SOWIE die kreditzinsen in höhe von 8% auf 70% des capex abgezogen SOWIE 37% steuern abgezogen

ich habe bisher dann auch NUR die kreditzinsen in abzug gebracht, kredittilgungen sind dann erst noch zu leisten. leider weiss man nicht, ob tilgungsfreie jahre vereinbart wurden und wie hoch die kreditzinsen und die laufzeit des kredits aussehen.

ich vermute, dass die verarbeitungsanlage im Dome-inneren erst 2015 fertig werden werden, d.h. auch, dass NML die gesteckten produktionsziele verfehlen wird. das belastet die kosten- aber auch die einnahmeseite weiter.

[sinsala1986]

Antwort auf Beitrag Nr.: 46.077.256 von sinsala1986 am 18.12.13 20:58:08

New Millennium Iron Corp. Updates the Progress of the Taconite Project Feasibility Study and Expected filing of NI 43-101 Compliant Technical Report Results

Quelle: http://web.tmxmoney.com/article.php?newsid=64831803&qm_symbo…

CALGARY, ALBERTA--(Marketwired - Dec. 31, 2013) - New Millennium Iron Corp. ("NML" or the "Corporation") (TSX:NML)(OTCQX:NWLNF) today provided an update on the progress of the Taconite Project Feasibility Study ("TFS"), which is being jointly undertaken by Tata Steel Limited ("Tata Steel") and NML, and financed by the parties on a 64% - 36% basis, respectively.

NML announced on November 28, 2013 (NR 13-27) that it intended to release the NI 43-101 compliant results of the feasibility study as prepared by Met-Chem Canada, a firm qualified as an Independent Qualified Person. These results are now expected in January, 2014 and are based on the Study Manager's feasibility study report to an accuracy of +/- 15% covering the technical aspects for mining, process, power supply, transportation, pelletizing, materials handling and with the estimates for project completion, capital and operating costs.

NML has prepared the financial models for the project based on the Study Manager results, including after tax results. NML, after consultation with Tata Steel, decided recently to engage an internationally recognized firm of financial experts to review the financial models and assumptions to give more assurance of the results. This work is expected to be completed by mid-January, 2014.

Once complete, the study results will be reviewed at the NML Board level for approval prior to release of the results in a news release to be followed by filing of the Technical Report on Sedar within 45 days.

Dean Journeaux said, "We believe that the results are positive and considering the size and investment for this large project and its infrastructure made up of the Ferroduct and port terminal handling facilities, the infrastructure portion will be ideal for specialized long term financing at competitive interest rates and it was determined that these options should form part of the study parameters."

[freddy1989]

Hier mal was zum Eisenerz

http://www.mining.com/iron-ore-staging-strong-comeback-in-20…

[sinsala1986]

New Millennium Iron Corp. Provides Update on TSMC's Direct Shipping Ore Project Progress
http://web.tmxmoney.com/article.php?newsid=65176762&qm_symbo…

CALGARY, ALBERTA--(Marketwired - Jan. 20, 2014) - New Millennium Iron Corp. ("NML" or the "Corporation") (TSX:NML)(OTCQX:NWLNF) today provided an update on 2013 operating and construction activities as well as 2014 plans for the Direct Shipping Ore Project ("DSO" and "Project") owned by Tata Steel Minerals Canada Limited ("TSMC"), in which NML has a 20% interest.

TSMC continued with trial production in 2013. Rail haulage of the ore from Schefferville to IOC's shipping terminal at the Port of Sept-Iles began in July and continued until mid-November. The Project's first ship with 77,000 tonnes for Tata Steel Europe departed Sept-Iles on September 14 (see NR 13-24 dated September 17, 2013), marking the commencement of commercial sales. A second ship with 166,000 tonnes of cargo departed Sept-Iles on November 10 bound for China. Rail haulage is expected to resume in May 2014.

Construction progress to date is as follows:

- Installation of the sizing station for the processing plant is complete.

- Fabric covering of the dome that houses the plant itself is substantially complete.

- Casting of larger foundations and slabs as well as erection of the structural steel inside the dome have been substantially completed, allowing for the start of installation of mechanical equipment.

- Installation of process mechanical equipment has commenced.

- The Timmins yard rail loop and track are complete.

- Rail sections in Newfoundland and Labrador to Silver Yards are nearly complete.

- The construction of the Quebec portion of the track (KeRail) is suspended until April 2014. All track materials and crushed ballast are at the site.

TSMC's objective was to complete the installation of outside ancillary facilities, such as the sizing station and focus work on the process plant in the protected environment of the covered dome. However, for cost and productivity reasons TSMC is readjusting the construction plan during the winter period and activity is expected to accelerate around March when the weather begins to improve.

Robert Patzelt, President and CEO of NML, said, "We are pleased that TSMC has joined the ranks of iron ore suppliers with trial shipments and gained experience with its production and logistics chain. NML's shareholders can expect a more successful year in 2014 as TSMC ramps up the dry crushing and screening operation beginning in May. Completion of the rail link to Silver Yards should improve mine-to-port train cycles and facilitate the scheduling of saleable product shipments, as the process plant construction continues and commissioning takes place by year-end. This state-of-the-art processing complex, with high iron recoveries, operating year round with product drying facilities is expected to be an efficient operation producing high quality iron ore fines. NML can expect to receive dividends once TSMC meets its financial obligations."

Plan for 2014

- TSMC is planning to continue trial production by crushing and screening products in 2014, and to install a dryer to reduce product moisture as required to meet shipping regulations.

- Link to TSH Railway, including the KeRail portion, is expected to be operational by June 2014.

- Construction of the processing plant and the product load out, storage and train loading system will be a focus in summer and fall of 2014.

- The processing plant is scheduled to be completed in Q4 2014 with commissioning by year-end.

- TSMC is currently reviewing the cost of completion for the project. The development plan of the Howse joint venture is also being evaluated.

- TSMC plans to export its ore through the new multi-user dock in Sept-Iles in the long term. In the interim, TSMC has contracted with Iron Ore Company of Canada for train-unloading, product storage, ship loading and marketing through its established network.

[freddy1989]

Hier vllt nochmal was neues.

Tata Steel Minerals Canada may invest in iron ore project in North America

Kolkata, January 23:

Tata Steel Minerals Canada (TSMC), 80 per cent owned by Tata Steel, is likely to take a major investment decision shortly for the low-grade iron ore (taconite) mining project in the semi-Arctic region of North America.

New Millennium Iron Corp (NML), Tata Steel’s junior strategic partner in TSMC, said TSMC was expected to review soon the feasibility study on the two deposits and the project’s financial model to determine the future of the ambitious project.

The deposits -- LabMag and KeMag -- having around 30 per cent iron content are part of the 150-km long Millennium Iron Range in northern Canada. An initial estimate suggested investments worth $4.4 billion and $5 billion each were required for development.

Cost of other project infrastructure – a 600-km long ferroduct to carry ore slurry and deep port terminal handling facilities – is additional to mine development costs. Dean Journeaux, CEO of Torornto-listed NML, said: “We believe that the results (of the study) are positive”.

He also said in a recent statement to the Toronto Stock Exchange that the infrastructure portion of the project could be funded by “specialised long-term financing at competitive interest rates”. The final report would also include such options. NML has also prepared the financial models for the project, based on the study manager results, including after-tax projection. NML, after consultation with Tata Steel, engaged an internationally recognised firm to review the financial models and assumptions “to give more assurance” on the outcome. According to the proposed timeline, this exercise was to be complete this month.

Meanwhile, TSMC’s direct shipping ore project for magnetite ore in the nearby area within the Millennium Range has made second shipment in November before closing for winter, NML said.

[sinsala1986]

da ich aktuell recht wenig zeit habe, zitiere ich von Jduade aus stockhouse:

PDAC Presentation is Now Up on the NML Website
http://www.nmliron.com/data/attribute/upload/20140303%20NML%…
.
A few items caught my eye...
.
1) Current fully diluted share total is down about 300k shares to 195.479 million, presumably because someone didn't exercise their options. Outstanding share total remains at 180.009 million.
.
2) Working Capital as of January 31st, 2014 is $34.2 Million, only a reduction of 1.6 million since November 30th, 2013. If you deduct out the $15.6 million that is owed for the DSO debts then NML's working capital stands at approximately $18.6 million.
.
3) Robert Martin (i.e., NML founder and former CEO) is no longer listed on the key executive page. Not sure if this was intentional or not.
.
4) Slide # 6 states the following:
.
"Without cutting corners, management has developed expert
knowledge of the resource base through exploration, test work at
leading laboratories and engineering to build the strongest possible
projects and mitigate operational risk."
.
Presumably this is a not so subtle jab at LIM, and maybe a few other iron ore juniors.
.
5) Slide #9 says the following:
.
"TSMC currently reviewing cost of completion for the Project, along with development plan
for the Howse joint venture. "
.
This tells me that NML will likely put out a press release in the Summer or Fall that will provide a new cap-ex revision for the DSO project that is above and beyond the current $560 million figure provided in early October of 2012.
.
6) If you look carefully at Slide #11 you'll see a dotted purple line connecting DSO area 4 (i.e., Goodwood and Kivivic deposits) with DSO area 3 (i.e., Timmins processing plant site). On the map key the dotted purple line says "conveyor", presumably meaning conveyor belt. The original DSO feasibility study called for the construction of an 18km road between DSO area 4 and DSO area 3 that would cost about $50 million. This would of course add to costs since it was a little bit further away from the site than the deposits currently being mined now. A large conveyor belt of sorts may be a bit pricier to construct than a road per se, but the operating costs that it would save per tonne would likely be well worth it. Potentially a very exciting idea for NML & TSMC.
.
7) The most frustrating part of the presentation--in my humble opinion--is located on slide 12 which says the following regarding the Taconite FS:.
.
"Study undergoing shared review to address remaining key parameters for
investment decision

• Financing alternatives also being reviewed

• Partnership development with potential investors and offtakers to be
accelerated"
.
The term "shared review" tells me that the FS is not likely to come out any time in the near future. I hope I'm wrong on that, but my guess is that if the study was days or weeks away from publication they would've said so.
.
8) No mention of NML's exploration properties. This tells me that NML has no plans for any of these projects till mid 2016 at the earliest. Their focus will likely be entirely on the DSO and the Taconite projects.
.

[freddy1989]

Sehr gute Presentation es geht Stück für Stück vorran. Und wenn man dann erwarten darf das die Produktion von Eisenerz nicht in Mitte 2015 weil da noch das innere des Domes gebaut wird. Sondern erst die 6 Millionen Tonnen 2016 produziert werden soll es mir recht sein Hauptsache New Millenium verdient gutes Geld und macht einen "ordentlichen Cash Flow"

Wie es aussschaut überdenkt Tata Steel das taconite Projekt?oder sehe ich das falsch

Meint ihr das New Millenium es schafft mit den 35 Dollar pro Tonne?wäre echt saugünstig

Hoffen wir das wir bald noch mehr erfahren und das New Millenium es ohne Probleme schafft wir brauchen hier halt nur Zeit und Geduld dann klappt das.

[sinsala1986]

Antwort auf Beitrag Nr.: 46.586.579 von freddy1989 am 07.03.14 17:54:18

wobei ich nicht an die $35/tonne bei vollfunktionsfähigen anlagen glaube,
wenn wir all-in bei unter $65/tonne landen werden würden, wäre das top.
jeder $/t weniger wäre nach mir dann bonus.

[freddy1989]

Hoffen wir mal das sich wenigstens ein bisschen was tut wenn die Machbarkeitsstudie draußen ist.

Aber würde mich nicht wundern wenn der Kurs trotzdem unten bleibt trotz der großen Chancen und der in aussicht gestellten Gewinne.

Das Marktumfeld ist einfach mist sieht man bei Labrador Iron Mines produzieren zwar aber machen ohne Machbarkeitsstudie usw nur Verlust und werden wohle Pleite gehen über kurz oder lang wenn sie selbst bei diesen Eisenerzpreisen momentan kein Geld verdienen.

Fakt ist bei New Millenium geht es stück für stück vorran. Und es trifft immer mehr Ausrüstung für "The Dome" ein.

Und New Millenium hat glaube ich keine Schulden oder sehe ich das falsch??

Ich meine New Millenium kann sich ruhig 1 oder 2 Jahre länger Zeit lassen das Eisenerz rennt ihnen ja nicht weg und solche Lagerstätten sind Rar mit solchen hohen Gerade von 62% und ganz ... langfristigen Aussichten auf 20 oder gar 40 Millionen Tonnen.

Oder könnte New Millenium Iron finanzielle Probleme kriegen?

bislang läuft doch alles trotz Verzögerungen nach Plan

[sinsala1986]

Antwort auf Beitrag Nr.: 46.606.745 von freddy1989 am 11.03.14 15:34:40

also die gesellschaft selbst hat direkt keine schulden,
aber über deren JV-gesellschaft TSMC haben die für deren finanzierungsanteil für das DSO-projekt einen kredit zu bedienen.
Beim alten $560 mio. capex würde der kreditanteil für NML bei $36,4 mio. liegen, auf den tilgung + zins gezahlt werden muss
kredit- und zinszahlungsinformationen/-konditionen sind bei NML wohl top secret, was ich nicht verstehen kann/will

[freddy1989]

Hey hier nochmal was neues. Langsam verliert man bei Eisenerzaktien echt den mut.Frage mich was die anderen Firmen machen wollen wenn der Preis wirklich langfristig bis 2018 auf 80 Dollar fallen soll.

Hab so langsam das Gefühl das große Firmen die jetzt schon in Schwierigkeiten sind Pleite gehen werden wie Cliffs Natural Recources die sind selbst bei den jetzigen Preisen nicht Profitabel und Labrador Iron Mines macht auch Verlust.

Hoffe das New Millenium es schafft auf 65 Dollar pro Tonne hoffe ja insgeheim immernoch das es eher so 45 oder 50 Dollar werden all in.

Haben doch immer von 35 Dollar gesprochen oder sehe ich das falsch?

Was erwartet ihr langfristig von Eisenerzmarkt?scheint mir so als ob das große Blutbad noch kommt

http://www.miningscout.de/blog/2014/03/14/chinas-probleme-la…

[sinsala1986]

quo vadis NML?

3-Jahres-Chart NML Kanada:



aktuell ist NML nur noch rund $75,6 Mio. Wert und hat innerhalb der letzten 3 Jahre massiv an Wert verloren.

Der TSX Venture Exchange (siehe Chart unten) scheint einen Boden ausgemacht zu haben und nach langsam eine ganz leichte Erholungsbewegung initiert. Diese muss über die nächste Wochen und Monate fortgesetzt und verstärkt werden, um von einer Trendwende sprechen zu können.



Die Sache ist nun auch folgende:
Was sind die wichtigsten Fundamentaldaten, die für die zukünftige Bewertung wichtig und maßgeblich sind?

Meiner Meinung nach sind es zwei!

1. Die operativen Produktionskosten des DSO-Projekts.

Meiner Meinung nach wird der Konstruktionsprozess der DSO-Projektanlagen diess volle Jahr noch andauern und ins nächste Jahr hineinreichen werden. Die ersten offiziellen Produktionskosten werden meines Wissens erst veröffentlicht werden, wenn die sowohl Konstruktion als auch der "ramping-up-process" abgeschlossen sind. Und das wird nicht vor Ende Mitte 2015 geschehen.

Meiner Meinung nach wird NML erst wieder - bezogen auf das DSO-Projekt - eine signifikante Neubewertung erfahren, wenn die ersten offiziellen Produktionskosten verkündet werden. Erfahrungsgemäßg werden die allerersten Produktionszahlen noch etwas höher ausfallen als diejenigen danach, weil noch nicht alle Produktionsverfahren optimal laufen, die Maschinen noch nicht optimal eingestellt sind und die Mitarbeiter ebenfalls mit der Zeit Erfahrung gewinnen. Aber die allerersten Produktionszahlen sind für alle Value-Investoren eine der wichtigsten zu erwartenden Daten, die ein Richtwert für die Wettbewerbsfähigkeit des Projekts/Unternehmens bzgl. Profitabilität + Belastbarkeit. Erst wenn diese offiziellen Daten vorliegen und man sich auf diese verlässlich berufen kann, werden bestimmte Investoren NML ins Blickfeld nehmen, denn bis dahin verbleibt NML in einer Art "black box", in der es immer noch zu riskant ist, zu investieren.

2. die Investitionsentscheidung von Tata Steel zum Taconite-Projekt

Für mich persönlich steht außer Frage, dass die beiden Taconite-Projekt LabMag und/oder KéMag ebenfalls in der noch zu veröffentlichenden Machbarkeitsstudie sehr robuste Fundamentaldaten aufweisen werden. Ich erwarte außer der branchenüblichen Kosteninflation keine erhebliche Zunahme bei den operativen Kosten. Ich persönlich würde darauf setzen, dass 1. sich Tata Steel für LabMag entscheiden wird und 2. man sich auf eine anfänglich reduzierte Projektproduktion zwischen 5-10 Mio. Tonnen/Jahr festlegen wird, um die gigantischen Capexkosten in Verbindung des schwierigen Marktumfelds zu senken. Sollte man sich für dieses Projekt auch für die Eisenerz-Pipeline ("ferroduct") entscheiden, würde der Capex ebenfalls diesbezüglich steigen. Der Nutzen vor allem bezogen auf die operativen Kosten wäre jedoch außerordentlich.

Man muss sich hier auch vergegenwärtigen, dass Tata Steel sowohl bei dem DSO- als auch bei dem Taconite-Projekt der Tonangeber und Zeitvorgeber ist. NML ist "nur" ein kleinerer JV-Partner und Tata Steel hat primär das Sagen. Wenn sich also die Veröffentlichtung der Machbarkeitsstudie schon seit vielen Monaten hinzieht, kann es durchaus sein, dass Tata Steel das hinter den Kulissen hinauszögert. Wenige Wochen vor Jahresende 2013 wurde durch NML verkündet: "The TFS results are expected to be published in a news release and subject to approval by NML’s board of directors and Tata Steel management, before year end." Ich glaube, dass hier NML weder gelogen hat, noch eine totale Fehleinschätzung gegeben hat. Ich glaube, dass NML aufgrund der damalig vorhandenen Informationsvorgaben durch Tata Steel, antizipiert hatte, dass die Machbarkeitsstudie bald veröffentlicht werden könne. Dann ist aber vermutlich etwas "dazwischen gekommen" und Tata Steel hat die Veröffentlichung aufgeschoben. Wir müssen als Aktionäre auch realisieren, dass wir nur einen Bruchteil von Informationen bekommen. NML hätte sich sicherlich anders ausgedrückt, wenn es vorhersehbar gewesen wäre, dass sich die Veröffentlichung mindestens bis in den April hinziehen wird.

Ich persönlich hatte ja auch schon angemerkt, dass der fertige Endfassung der Machbarkeitsstudie schon Minimum seit 1,5 Jahr bei Tata Steel vorlag. Vermutlich wollte man damals schon Großinvestoren mit ins Boot holen, man hatte aber wohl keine in der Größe gefunden (Achtung: reine Mutmaßung meinerseits). Tata Steel wollte/konnte aber den gigantischen Capex (bis auf NMLs Anteil) nicht komplett alleine stemmen. Also ging man her und gab die Berechnung von alternativen Produktionsszenarien in Auftrag, um die anfänglichen Investitionskosten zu senken und später inkrementell aber dennoch auf die damalig geplante Produktion hinwachsen zu können.

Ich persönlich glaube, dass NML die Freigabe von Tata Steel für die Veröffentlichung der Machbarkeitsstudie irgendwann Ende 2014 bekommen wird. Wir erinnern uns: Tata Steel hätte 4 Monate nach Veröffentlichung der Machbarkeitsstudie Zeit, um deren Ja oder Nein zur Investitionsentscheidung zu verkünden. Da das DSO-Projekt noch mind. bis Mitte 2015 Zeit benötigt, um einigermaßen ohne weitere Investitionen sich selbst trägt und dann beginnt cash-flow und (best case) gewinn zu generieren, könnte ich mir vorstellen, dass Tata Steel es 1. nicht vorzieht in 2 Projekte zeitgleich nebeneinander Gelder zu investieren und 2. bis 2015 weiter darauf hofft, dass sich die Rohstoff-/Finanzmärkte stabilisieren/verbessern. Es passt auch ins Zeitschema: NML hatte in kleines Aktienrückkaufprogramm auferlegt. Warum tut man soetwas? Es wäre doch Geldverschwendung für ein Unternehmen, was noch nicht profitabel arbeitet! Man würde dies doch nur tun, wenn man wüsste, dass NML noch einige Zeit massiv unter seinem eigentlichen Wert handeln würde. Und das Management von NML hatte dies wohl so antizipiert. Sollte NML dann genehmigterweise Ende 2014 die Machbarkeitsstudie veröffentlichen, dürfte es einen kleinen, kurzzeitigen Spike beim Kurs nach oben geben. Vor allem Trader würden die guten Fundamentaldaten zum Kurzzeittrading nutzen, was wiederum darin enden würde, dass der Kurs sich nicht auf dem gestiegenen Niveau lange halten würde. Vor allem auch, weil alle sehnsüchtig auf die Entscheidung von Tata Steel warten werden. Viele zweifeln an der Realisierbarkeit dieses Projekts aufgrund des gigantischen Capexs. Ein reduzierter Capex lt. Machbarkeitsstudie wäre aber sehr viel einfacher zu finanzieren. Und sollte die Finanzierung dann erfolgreich gestemmt werden, erwarte ich in der Folgezeit - bezogen auf das heutige Bewertungsniveau - eine erhebliche Neubewertung dieser Aktie.

Meiner Meinung nach (und das schreibe ich bewusst mehrfach so) wird die Zeit von NML erst 2015 kommen werden.

All diese Worte von mir sind unverbindlich. Keine Kauf-, Halt- oder Verkaufempfehlung! Jeder investiert auf eigenes Risiko eigenverantwortlich.

[cervical]

New Millennium Iron Corp. Announces Positive Results for the Taconite Project Feasibility Study

http://www.minenportal.de/artikel.php?sid=105088&lang=en#New…

[freddy1989]

Hab die Studie gelesen aber wo steht da drin mit wieviel Gewinn pro Jahr New Millenium rechnet??

Meinungen bitte zu der Studie also die Laufzeit ist echt Klasse.

[freddy1989]

Und die Herstellungkosten sind auch wirklich nicht schlecht. Also alles in allem sehr gute Ergebnisse.

Was sagt ihr zu den Studie??

Und den Produktionskosten finde ich wirklich sehr niedrig die kosten im Gegensatz zu den anderen Eisenerzminen.

Und 22 Millionen Tonnen Eisenerz in Pellet und Erzform ist auch nicht schlecht und die verlängert Laufzeit der beiden Projekt ist natürlich sehr gut.Sehe das auch so das Tata Steel sich für Ke Mag entscheiden sollte glaube waren 42 Jahre laufzeit finde ich echt gut oder??

Production cost per tonne of concentrate $ 43.03 $ 42.55

Production cost per tonne of pellet (3) $ 52.22 $ 51.59

Production of 22 million metric tonnes per year ("Mtpy") of concentrate to produce 17.0 Mtpy of pellets and 6.0 Mtpy of pellet feed. (Actual total is estimated to be 23 Mtpy due to weight gain during the pelletizing process). -- Pellet production consists of 12 Mtpy of low silica (2.5% SiO2) blast furnace ("BF") grade fluxed pellets and 5 Mtpy of direct reduction ("DR") grade pellets with 1.8% SiO2. -- 6 Mtpy of pellet feed containing greater than 69.0% Fe and 2.2% SiO2. -- Product prices are based on a long term price forecast of US$103 for 62% Fe fines CFR North Chinese ports. This forecast was developed by World Steel Dynamics, Englewood Cliffs, New Jersey, USA, marketing consultant for the Study. -- After adjustment for ocean freight and quality factors, the assumed product prices loaded into ship at the Port are as follows: Pellet Feed US$90.00 per tonne ("t"), BF grade Pellets US$116.61/t and DR grade Pellets US$126.86/t. -- Exchange rates used for the cost estimates and revenues in the financial evaluation are US$0.90 and EUR 0.71 per CAD$1.00. -- Project economics presented are based on a 25 year mine plan for LabMag and 22 years for KeMag. -- Accuracy of cost estimates is considered to be +/-15%.

[freddy1989]

Hier nochmal was sorry muss mich korregieren meinte mit 42 Jahre Laufzeit Lab Mag das 2 Ke Mag hat ja nur 25 Jahre aber auch nicht schlecht. Sieht so aus als ob aus New Millenium mal was ganz großes werden könnte.

Costs of major mining equipment and power transmission line are not included in capex, but servicing costs are in the cash cost

(2) Consists of slurry transportation ferroduct and product storage and reclaiming system are to be financed on the basis of long term debt

(3) Average cash costs per tonne based on a total production of 23 million tonnes of pellets and pellet feed. Conversion cost of pellets is estimated at $11.12/t.

(4) Cost of servicing the annuity assumed at 7% interest for 25 years

(5) Does not include 523 and 493 million tonnes of proven and probable reserves in LabMag and KeMag respectively due to higher silica content at a cut-off of 4%

(6) Mine life increases to 42 years and 25 years for LabMag and KeMag respectively if additional reserves are included and if mined concurrently or in succession, to a combined life of 61 years

[sinsala1986]

Antwort auf Beitrag Nr.: 46.715.155 von cervical am 27.03.14 12:07:15

hm, das war ja ein super Timing von meinem letzten Posting hier zu NML

wenn ich mir jetzt so den neuen Capex anschauen, dann ist dieser doch gewaltig gestiegen.

CAPEX

KéMags Capex ist von $4,451 Mrd. nach Vor-Machbarkeitsstudie "PFS") aus 2009 auf nun $8,239 Mrd. gestiegen. In der PFS waren die Kosten für die Pipeline i.H.v. $1,023 Mrd. ebenfalls enthalten.

LabMag ist von $3,238 Mrd. nach Vor-Machbarkeitsstudie ("PFS") aus 2006 auf nun $7,749 Mrd. gestiegen. Bei LabMag wurden damals in der PFS nur Pipelinekosten i.H.v. $307 Mio. veranschlagt.

OPEX

Bei KéMag lagen die Produktionskosten nach PFS pro Tonne Konzentrat bei $20,38 mit $1,09 Pipeline- und $0 Bahnkosten. Eine Tonne Pellets (BF-DR) kosteten bei der PFS zwischen $27-30. Nun kostet eine Tonne Konzentrat $42,55 und eine Tonne Pellets $51,59.

Bei LabMag lagen die Produktionskosten pro Tonne Konzentrat/Pellets nach PFS bei $35,99, nun bei $43,03 pro Tonne Konzentrat + $52,22 pro Tonne Pellets. Bei der PFS wurden damals aber auch ca. $10/t an Bahnkosten, miteinkalkuliert, die bei der PFS bei KéMag nicht mehr berücksichtigt wurden.

so wie ich das verstehe, müssen die Leasingkosten von $12,50 bzw. $14,17 für LabMag und KéMag zu den Produktionskosten hinzurechnen.

Zinssatz

Zum ersten Mal nennt NML einen Zinssatz: 7%

Produktpreisfinanzen

"Financial Analysis, Revenues and Sensitivity Analysis: Iron ore prices are based on a long-term projection of daily spot market prices, as quoted by an index, CFR Northern Chinese port for 62% Fe sinter fine products. Based on the supply demand analysis over different steel cycles, World Steel Dynamics of New Jersey, a noted steel industry analyst, has projected a long-term base line price of US$103.00 for 62% Fe grade CFR China. With appropriate quality adjustments and allowing for the freight from the port to China, the revenue assumptions are based on prices of US$90.00 per tonne of 69.0% Fe grade pellet feed. Applying a US$30 spread between fines and BF grade pellets over the cycle and adjusting for 66.4% Fe grade in the pellet, the price of the BF grade fluxed pellet is estimated to be US$116.61 per tonne. Based on a 7% over the cycle premium for DR grade pellets compared to BF grades and adjusting for a Fe content of 67.9%, the price for DR grade pellets would be US$126.86. Long term exchange rate of US$0.90 equivalent to CAD$1.00 has been assumed for the Study."

das mit dem "$30 spread" verstehe ich noch nicht so ganz?!

IRR

die IRR nach Steuern von 14,1% bzw. 13,2% sehen auf den 1. Blick schlecht aus, da man normalerweise sagt, alles unter 20% ist generell schlecht. aber man muss die IRR und dazugehörige ja die "payback period" in relation zur minenlaufzeit setzen. bei einem 70:30 schulden-eigenkapital-finanzierungsmix ist die gigantische mine nach nur 3,5 Jahren (!) abfinanziert bei einer Minenlaufzeit von 39 bzw. 22 Jahren. Bei solch langen Laufzeiten relativieren sich kleinere IRR-Werte.


in den nächsten 45 Tagen wird die gesamte Studie auf SEDAR online gestellt werden, erst dann werd ich mich auch mit meiner Kalkulation genauer damit auseinandersetzen, da einfach noch zu viele Daten fehlen, die in den Highlights noch nicht genannt wurden.

[sinsala1986]

Antwort auf Beitrag Nr.: 46.719.037 von sinsala1986 am 27.03.14 19:35:19

die wichtige frage ist ja:

in den Highlights wird von einer Produktionsrate von 22 Mio. Tonnen Konzentrat gesprochen, die in 17 Mio. Tonnen Pellets sowie 6 Mio. Tonnen Pellet Feed umgewandelt werden sollen.

bei dem nun gigantischen Capexs von $7,7-8,2 Mrd. dafür, ist die Frage, was nun mit "production alternatives" gemeint ist, die in den Highlights (noch) nicht genannt werden. weil die capexs so immens gestiegen sind, kann man sicherlich verstehen, warum es sinn gemacht hat, alternativen in auftrag zu geben.

vermutlich werden die "production alternatives" in einem unterpunkt in der vollständigen Studie genannt, die bald erst online gestellt wird.

bei einer verringerten Produktionsrate von erstmal nur 11 Mio. Tonnen Konzentrat würde dann wohl ein Capex von etwa $4 Mrd. anfallen, wo wir wieder fast auf dem level der PFS wären.

[sinsala1986]

Antwort auf Beitrag Nr.: 46.719.147 von sinsala1986 am 27.03.14 19:47:29

weitere Timeline:

- Veröffentlichung der Machbarkeitsstudie --> erledigt!
- 4 Monate hat nun Tata Steel Zeit, die ja den Report mit seinen Einzelheiten kennen dürften, für eine Investitionsentscheidung. Ich meine mich zurückerinnern zu können, dass damals Tata Steel für bei dem DSO-Projekt kurz vor Ablauf der Frist um eine Verlängerung dieser gebeten hatte, die ihnen (natürlich) gewährt wurde und dann kam (nur ein paar Wochen zusätzlich später) das "GO!" von Tata Steel.
- spätestens nach dem "GO!" von Tata Steel zu dem Taconite Projekt benötigt NML wirklich eine größere Aufwärtsbewegung im Aktienpreis, da ein Eigenkapitalanteil für solch große Investitionssumme doch sehr erheblich ist. Ansonsten gibts eine massive Verwässerung auch bein 70:30 debt:equity

[sinsala1986]

NML verkündet positive Ergebnisse für die Machbarkeitsstudie zu dem Taconite-Projekt

http://copesetic.de/2014/03/28/nml-verkuendet-positive-ergeb…

[freddy1989]

Hier nochmal was zum schmöckern geht um das enorme Potenzial der Region und New Millenium wird auch besprochen.

http://www.nr.gov.nl.ca/nr/mines/investments/IronOre.pdf

[sinsala1986]

!

Dieser Beitrag wurde von MODernist moderiert. Grund: auf eigenen Wunsch des Users

[sinsala1986]

Antwort auf Beitrag Nr.: 46.747.111 von freddy1989 am 01.04.14 17:48:54

Casablanca Receives Overwhelming Shareholder Support for Change at Cliffs Natural Resources

http://finance.yahoo.com/news/casablanca-receives-overwhelmi…

sie hielten nur 5,2% der ausstehenden Aktien von Cliffs, aber haben unfassbarer-/überraschenderweise es mit 6 Leute in den Aufsichtsrat geschafft.

Cliffs hat ein market cap. von $2,7 Mrd.

[cervical]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: Spam, Werbung

[sinsala1986]

so kann es einem angehenden Eisenerzproduzenten auch ergehen:

The Tyranny of Timing: Western Desert Resources Goes Under
Australian Iron Ore hopeful, Western Desert Resources (ASX:WDR) collapsed on September 5, as administrators were called in by its major creditor Macquarie Bank. At the time of the decision, the market capitalization of the company was close to A$90m, roughly similar to the debt owed to Macquarie, however its cash position was reported to be almost negligible with significant other operating debts.

http://ironinvestingnews.com/7627-western-desert-resources-w…

Schöne, neue Bilder auf der Homepage von NML:

[sinsala1986]

die haben ganz schön was auf halde:

[freddy1989]

Hey hallo mal eine Kurze Frage in die Runde.

Ich bin auch weiterhin sehr überzeugt von New Millenium keine Frage und ich bin auch sicher das Tata Steel als "Cornstone Investor" Top ist aber.

So einen Cornstone Investor gibt es bei Adriana Recources auch die sozusagen Weltweit eine der größten Recourcen haben.

Von Tata Steel Canada hört man seit Monaten nichts mehr.Und Tata Steel hatte seit Ende der Machbarkeitsstudie glaube ich 4 Monate Zeit sich für das The Taconite Project zu Entscheiden.

Kann es sein das Tata Steel aktuell kein Interesse an dem Projekt hat weil die Kosten sind ja wirklich extrem hoch.

Was meint ihr?? Oder einfach nur aufgeschoben.

Wieso kommt da keine Meldung oder wartet Tata Steel ab???

Besonders dieser Abschnitt:

Darüber hinaus wird WISCO 70% der Kosten der Projektentwicklung tragen, wenn die Partner den Bau tatsächlich aufnehmen. Die restlichen 30% teilen sich WISCO und Adriana gemäß ihres Anteils an dem Otelnuk Joint Venture, was bedeutet, dass WICSO insgesamt 88% der Projektentwicklung finanzieren wird. Dies sei der Schlüsselpunkt bei der Transaktion, erklärte Palmiere, und wies noch einmal darauf hin, dass WISCO für die Übernahme der 88% der Kosten lediglich einen Anteil von 60% an dem Joint Venture erhalte.

Lac Otelnuk ist das größte Eisenerzprojekt des Labrador Trough, eines Gebiets, aus dem mehr als 90% der kanadischen Eisenerzproduktion stammen. In einer dieses Jahr veröffentlichten Studie zur vorläufigen Bewertung der Wirtschaftlichkeit des Projekts wird von einem Tagebaubetrieb ausgegangen, der rund 50 Mio. Tonnen an Eisenerzgranulat pro Jahr produzieren soll. Ein genaueres Bild des Projekts und seiner Kosten soll mit Hilfe einer Machbarkeitsstudie erstellt werden, deren Ersteller jetzt laut Palmiere „sofort“ ausgewählt werden soll.

Palmiere rechnet allerdings damit, dass sich gegenüber der vorläufigen Wirtschaftlichkeitsstudie nur wenig ändern wird. Er fügte aber an, dass WISCO in seinen Berechnungen von einer Produktion von 60 Mio. Tonnen pro Jahr ausgehe. Die vorläufige Wirtschaftlichkeitsstudie beruhte auf einer gemessenen und angezeigten Ressource von 4,89 Mrd. Tonnen bei 29% Eisengehalt. Darin bezifferte Adrian zudem die Cashkosten – inklusive Transport – mit 31,07 USD pro Tonne an Eisenerzgranulat

http://www.goldinvest.de/index.php/adriana-resources-bringt-…

[sinsala1986]

Antwort auf Beitrag Nr.: 48.075.385 von freddy1989 am 18.10.14 21:58:34

ich antworte Dir darauf ausführlicher, wenn ich ab kommenden wochenende mehr zeit hab.

brandneue news:

New Millennium Announces Human Resource Restructuring Plan

http://web.tmxmoney.com/article.php?newsid=71194288&qm_symbo…

CALGARY, ALBERTA--(Marketwired - Oct. 28, 2014) - New Millennium Iron Corp. ("NML" or the "Corporation") (TSX:NML)(OTCQX:NWLNF) today announced a human resource restructuring plan which includes a workforce reduction of 12 full-time employees, or approximately 30% of the Company's total 38 person workforce. This restructuring plan responds to presently difficult commodity market conditions, while also better aligning the Corporation's organizational structure with ongoing activities. The Corporation will also look to adjust other related costs as part of its 2015 budgeting process presently underway.

One-time charges associated with the restructuring are currently being finalized. As this restructuring is taking place in Q4, additional details will be provided by the Corporation when it reports 2014 year-end results. The vast majority of the costs are associated with salary entitlements of the departing employees. The remaining costs are associated with professional services related to the restructuring. The annualized payroll savings (before restructuring costs) are estimated to be approximately $1,520,000.

Combined with other cost saving measures undertaken in 2014, the restructuring is expected to provide the Corporation with sufficient working capital to support activities through 2016 at present expenditure levels, and further reviews may be carried out as necessary.

"With our exploration program having established NML's substantial certified Taconite resource base and the DSO Project organization now in place, we have as part of our strategic planning process and operational review restructured to realign our resources and focus on those activities that provide the greatest opportunity in the immediate term to maximize shareholder value, especially in this very challenging commodity market. We thank all our employees for their contributions. We have made a difficult decision to downsize the organization to further reduce our expense profile from actions already taken earlier in the year, extend our working capital and focus on the Taconite Project and other opportunities that may arise for our iron ore properties" stated Robert Patzelt, President and CEO of NML.

-------------------------------------------------

eine verschlankungskur ist auch aufgrund der marktbedingunen notwendig und zielführend.

[sinsala1986]

jaja, scheiss rohstoffaktienzyklus... scheiss charts...
lassen wir andere bilder sprechen:











jeder weitere fortschritt ist in dieser marktphase gold wert. bis ende märz soll die verarbeitungsanalge fertig installiert sein und in betrieb genommen werden können. dann soll die ramping-up-phase weiter beschleunigt werden. man konzentriert sich auch darauf, die logistkkette von der produktion bis zum port direkt und kosteneffizient zu gestalten.

[sinsala1986]

Antwort auf Beitrag Nr.: 48.970.322 von sinsala1986 am 03.02.15 22:53:31

Tata Steel navigates subarctic challenges

http://www.northamerica.tata.com/Section/Article/Tata-Steel-…

"The main processing facilities are expected to be commissioned by March 2015 and we will have a ramp up period over the subsequent two to three quarters. At steady state, we’ll be producing the planned capacity of six million tonnes per annum."

--------------------

die ramping up phase wird laut CEO von tata steel canada wohl schnell gehen. seinem wort schenke ich mehr bedeutung als dem von NMLs management, da tata steel ja tonangeber in dem projekt ist. aus dem mix von direkt verschiffbarem erz und aufbereitetem erz will man die 6 mio. tonnen pro jahr in 2015 erreichen. damit meinen die aber die jahresproduktionsrate, die irgendwann ende des jahres erreicht werden dürfte, sobald alle prozesse planmäßig ohne störung laufen. die jahresproduktions von 6 mio. tonnen werden wir dann im jahr 2016 erfahren. die fertigstellung der verabeitungsanlage nächsten monat (im november letzten jahres war sie zu 80% fertig) ist das wichtigste ereignis, denn nur durch diese anlage wird ein hochwertigeres produkt (65% Fe+) produziert, was Tata Steel haben will. eine weitere produktionsausweitung ist in planung. die KeRail-anbingund ist ja auch komplettiert worden --> kostenersparnis!


aus dem letzten MD&A:
"The Sept-Îles Port Authority recently announced that civil work on the dock itself has been completed and that delivery of the two shiploaders, which were manufactured in China, is expected in January 2015.
Installation of the shiploaders will be carried out during the early months of 2015 and the dock is expected to be in service during the beginning of the 2015 summer period."
Das Dock wird womöglich in 2015 in Betrieb gehen können --> kostenersparnis!

aktuelle präsentation hinterher:

http://www.nmliron.com/data/document/en-CA/20150121-NML-Webs…

[Popeye82]

This has been one of the dumbest corporate plays I think I've EVER seen

[freddy1989]

Hier nochmal eine Presentation zu New Millenium und die Partnerschaft von Tata Steel.

Eine Frage mal wieviel Geld hat Tata Steel schon in das Projekt gesteckt?

Ich weiss ja das Tata Steel das Eisenerz selbst verbrauchen will aber wie lange kann Tata Steel und New Millenium Iron das Projekt noch aufschieben?

Meine nur New Millenium verbrennt ja jeden Monat Geld und es kommt kein Geld rein und bei Eisenerzpreisen von 60 Dollar macht keine der beiden Seiten "fette Gewinne"

https://www.youtube.com/watch?v=g9XLP-yMEDQ

[freddy1989]

Die Verluste von New Millenium waren ganz schön hoch im letzten Jahr.

http://www.stockwatch.com/News/Item.aspx?bid=Z-C:NML-2261769

Naja immerhin haben sie noch ordentlich Cash

[sinsala1986]

CALGARY, Alberta, Canada (Marketwired – April 02, 2015) – New Millennium Iron Corp. (“NML” or the “Company”) (TSX:NML) (OTCQX:NWLNF) announced today that Tata Steel Minerals Canada Limited (“TSMC”), in which NML has a 20% interest, has acquired the remaining 49% interest TSMC does not already own in the Howse Joint Venture, for a total cash consideration of $5 million, by exercising its rights under the terms of the Joint Venture Agreement entered into in September 2013 with Labrador Iron Mines Holdings Limited (“LIM”) for the exploration and development of the Howse iron ore deposit in the Schefferville region of the Labrador Trough in Canada.

As previously announced (please see NML NR 13-25 dated September 18, 2013), TSMC and LIM entered into a number of inter-related agreements that included the formation of a joint venture to develop the Howse deposit, which is geographically proximate to TSMC’s Timmins operations. An exploration program was carried out on the Howse Deposit in two phases over 2013 and 2014, and a feasibility study is now in progress.

http://www.nmliron.com/news-media/news-releases/nr1503

günstig an die restlichen 49% gekommen, NML zahlt demnach nur $1 Mio. dafür

zu dem jahresverlust $10,7 Mio. von muss man sagen, dass $4,13 Mio. davon aus nicht-cash-wirksamen Abschreibungen stammen, da die claims überprüft wurden und manche keinen zukünftig wirtschaftlichen wert haben. das ist okay, NML/TSMC haben ja genug erz.

das working capital steht per 31.12.2014 bei $28,8 Mio.
der cash bestand steht per 31.12.2014 bei $5,39 Mio.
die short-term investments stehen per 31.12.2014 bei $17,83 Mio.
in summe hat man liquide mittel von $23,22 Mio.

[mani08]

New Millennium Iron Corp. Announces Decision Not to Meet $23 Million Cash Call From TSMC

http://www.marketwatch.com/story/new-millennium-iron-corp-an…

[mani08]

!

Dieser Beitrag wurde von MODelfin moderiert. Grund: Beleidigung, Kritik bitte sachlich formulieren, Danke!

[freddy1989]

Hier nochmal was aktuelles.

Aber der Eisenerzpreis bleibt wohl länger so weit unten.....

http://www.nmliron.com/data/attribute/upload/Special%20Infor…

[sinsala1986]

Letter to Management

ich habe mal etwas zusammengeschrieben und das Management von NML damit konfrontiert:

http://copesetic.de/letter-to-nml/

MfG
sinsala

[sinsala1986]

das sollte auch gelesen werden:

http://www.marketwired.com/press-release/concerned-sharehold…

ich hab gerade Kontakt zu denen herstellen können.

[sinsala1986]

da es zu einem proxy fight kommen kann/wird, jeder der hier noch investiert ist, kann mir (freiwillig und vertraulich) seine Aktienanzahl mitteilen per Boardmessage.

Die Kanadier, die bereits einen Prozess eingeleitet haben, um anfang nächsten jahres einige Leute aus dem Management zu entfernen und zu ersetzen, zählen bereits auch ihre Aktienposition von den shareholdern, die sie unterstützen.

[sinsala1986]

savenml.com

January 04, 2016 06:00 ET
Concerned Shareholders of New Millennium Announce Campaign to Save New Millennium and Growing Shareholder Support

TORONTO, ONTARIO--(Marketwired - Jan. 4, 2016) -

- Concerned Shareholders will mail today a preliminary circular to ensure sufficient time to inform shareholders of how they can help save their investment in NML;

- Management and directors of NML lack ownership, holding only a mere 1.17% of NML shares - their focus remains on their compensation, not long-term shareholder value;

- NML continues to have significant operating expenses, including executive compensation, notwithstanding the significant downturn in the iron ore market;

- NML's governance practices and disclosure record are deeply troubling;

- The Concerned Shareholders' nominees are committed to reducing expenses, preserving assets and exploring alternatives to enhance shareholder value for ALL shareholders.

Susan Milton and Greg Chorny (the "Concerned Shareholders" or "we"), together with other members of the Milton family, own approximately 7.02% of the outstanding common shares of New Millennium Iron Corp. ("NML" or the "Company"), and have announced that they will mail today a preliminary circular in connection with the March 15, 2016 special meeting of shareholders (the "Meeting"). The Meeting was requisitioned by the Milton family for the purpose of reconstituting the board of NML (the "Board") by replacing all of the directors of NML (other than representatives of Tata Steel Limited) (the "Unelected Directors") with four new independent directors to bring about much needed change.

For further background on the reasons for our requisition and information regarding the need to save NML from the current management and Board, we strongly recommend you visit our website at www.saveNML.com.

We believe that the Company has set a record date of February 12, 2016 for the Meeting in order to delay our ability to fully solicit shareholders. This strategy will not work. We are seeking your immediate support by urging you to either sign and return the support letter attached to the circular that will be mailed today, or complete the document on our website. We intend to mail our proxy shortly after the February 12, 2016 record date and after NML has issued its management circular, at which time the final Concerned Shareholders' circular will be accompanied by a BLUE form of proxy. The final Concerned Shareholders' circular will also provide you with details regarding our concerns with management and set out further information and a timeline for our new strategic plan.

OUR PLAN

The focus of our plan for the Company will be to cut operational expenses dramatically, while maintaining key relationships and preserving value. The cuts will start with management and Board compensation, which will be dramatically reduced and in so doing we will propose that no cash compensation be paid to our nominees on the Board.

In light of the current and predicted price for iron ore and pellets, we believe that any other plan would be negligent and delusional.

We expect that the new Board will examine all alternatives to enhance shareholder value, and in so doing would have no pre-conceived idea of what it will take to enhance shareholder value. They will work for the benefit of all shareholders with a focus on increasing stock price and not be concerned with compensation from the Company. Since management and the current Board only hold 1.17% of the issued and outstanding shares, it is not surprising that they are focused on compensation rather than the long-term value of the Company.

We have no doubt that management and the current Board will, over the coming weeks, outline to you changes that are based on our plan, but claim them as their own. We have great confidence that our fellow shareholders will not judge the current Board and management by their words and actions that result from the changes that we have been forced to seek, but by their track record of abysmal performance, unacceptable disclosure and poor governance.

GROWING SUPPORT FROM SHAREHOLDERS

Since we began this process on November 20, 2015 to enhance shareholder value, we have received positive feedback from all those we have spoken to. Our support continues to grow and we believe we now have a support level of well over 20% of the outstanding NML shares. However, even with this initial strong show of support, we still value and require the support of ALL shareholders to ensure necessary change is realized.

THE CONCERNED SHAREHOLDERS' INDEPENDENT BOARD NOMINEES

The Concerned Shareholders believe that it is time for new independent leadership on the Board. We propose to remove each of the Unelected Directors, namely Lee C.G. Nichols, Robert Patzelt, Pierre Seccareccia, Kevin Bullock, Mario Caron and Howard Lutley (or their respective appointed successor(s)), as directors of NML and elect the following four new independent directors to the Board:

Peter C. McRae - Mr. McRae is a Chartered Accountant and Chartered Professional Accountant. He attended the University of Toronto's Rotman School of Management in 2008 and graduated from the Directors Education Program of the Institute of Corporate Directors with an ICD.D designation. He is currently the Chairman, and between 1994 and 2015, was the President and CEO, of Freedom International Brokerage Company, Canada's largest Inter-Dealer Broker. Mr. McRae's earlier career involved four years in Abu Dhabi as a Financial Administrator for an engineering firm before joining the investment dealer Wood Gundy, first in the Treasurer's office in Toronto and subsequently in New York. Mr. McRae has been a director of several public companies and is currently a director and the Chair of the audit committee of FCF Capital Inc. (TSX VENTURE:FCF). Mr. McRae is also a director and the Chair of the audit committee of Merry Go Round Children's Foundation.

Susan Milton - Ms. Milton is a seasoned investor and investment advisor with two decades of professional experience. Ms. Milton began her career, in 1995, working with her late father, George Milton, at Moss Lawson & Co. and then at Richardson Greenshields & Sons (which was subsequently acquired by RBC Dominion Securities). From 1997 to 2000, she was an investment advisor at RBC Dominion Securities. Those early years in the industry were focused primarily on natural resource stocks. From 2005 to 2007, she was a sales executive at Ocean Equities, London, England. More recently, from 2008 to 2014, Ms. Milton was an investment advisor at Richardson GMP (and Macquarie Private Wealth Inc., which was acquired by Richardson GMP). Ms. Milton holds an MBA with a specialization in Financial Management & Markets from Arizona State University.

Daniel P. Owen - Mr. Owen holds a B.Sc. (Econ.) from the London School of Economics and Political Science having specialized in accounting. Mr. Owen is a private investor and entrepreneur, currently Chairman and Chief Executive Officer of a private investment management company, Chairman of a helicopter conversion and enhancement company, and formerly a Senior Vice President of Polysar Energy & Chemical Corporation (previously named Canada Development Corporation). Mr. Owen has served on the board of directors of a number of Canadian public companies and on the audit committees of these Canadian public companies. Mr. Owen also served on the board and the committees of Sherritt International Corporation from 1990 to 2012.

Prashant Pathak - Mr. Pathak has been the President of Ekagrata Inc., a private investment firm, since 2008. Prior thereto, he held several management and operational positions in the energy services industry at Halliburton and Schlumberger and was a Partner of McKinsey & Company where he advised executives of global corporations. He was Managing Partner of ReichmannHauer Capital Partners (a private equity firm) from 2006 to 2012, a business he helped launch. Mr. Pathak has extensive international management and operational experience, having worked in Europe, the Middle East, Southeast Asia and North Asia. In 2008, Mr. Pathak was appointed by the Canadian government to the board of the Business Development Bank of Canada, a Crown corporation. He is also a director of Quest Rare Minerals Ltd. (TSX:QRM). Mr. Pathak was recognized as one of Canada's Top 40 Under 40 in 2008. He is a former member of the board of the North York General Hospital and was a charter member of TiE, the world's largest non-profit network dedicated to the advancement of entrepreneurship. Mr. Pathak holds an MBA with distinction from INSEAD (in France), and a Bachelor of Technology degree in Electrical Engineering and a diploma in Fuzzy Logic from the Indian Institute of Technology (Kanpur, India).

If elected, each nominee would serve until the next annual meeting of shareholders or until his or her successor is elected or appointed.

Once again, we urge all shareholders to visit www.saveNML.com and show your support by executing the support letter. This action, in addition to the completion of the BLUE proxy which will be sent to shareholders in February, will help ensure the much needed change and replacement of an entrenched broad whose focus remains on their compensation, not enhancing long-term shareholder value. Please join us to change the failed strategic plan of NML and finally bring shareholders what they deserve.

Contact Information

D.F. King Canada
North Americna Toll Free Phone: [phone]
Banks, Brokers and collect calls: 201-806-7301
Toll Free: 1-888-509-5907 (FAX)
[e-mail]

The Concerned Shareholders
Susan Milton
[e-mail]
403-604-0874

Quelle: http://www.marketwired.com/press-release/concerned-sharehold…

[sinsala1986]

Letter to NML shareholders

Dear NML Shareholder,

I am writing to provide you with an update on our activities in light of recent market challenges and concerns expressed by various shareholders.

NML was created in response to renewed investor interest in iron ore, which is directly linked to the steel industry and its inherent cyclicality. This aspect of our business is often forgotten in heady periods such as the 2000s “boom” fuelled by China’s super growth or today’s very negative environment in which supply/demand imbalances are being adjusted. NML’s seasoned board and management team, which brings more than 300 years of relevant iron ore and general mining experience along with a record of success in raising capital, is no stranger to these macro factors.

Our strategy is based on building an iron ore business that can succeed through the industry’s inevitable ups and downs. Fortunately, NML’s founders, who remain significant shareholders,
provided us the tools to do so. With expert knowledge of Labrador Trough ore and operations, they carefully selected and secured control of mineral properties at an opportune time in the cycle and, through comprehensive drilling programs and studies, subsequently confirmed the business potential of the DSO and taconite properties.

Our founders also established a relationship with strategic partner Tata Steel, bringing a source of capital, physical market and the long-term perspective essential to building a sustainable iron ore business, as underscored by Tata’s commitment to the DSO project in the face of today’s market challenges.

Respect for the environment in which we operate and the relevant communities was also a priority from the start. We are actively engaged and have strong relationships with the various stakeholders in our projects, including First Nations, governments and local interests.

Unlike exploration companies in earlier stages of investment and activity, NML is now more than ten years old with a confirmed long-life resource base capable of servicing the highest value segment of the iron ore market, coupled with favourable mining jurisdictions and the know-how and reputation to transform these assets into a solid iron ore business.

Building on these sound fundamentals, our team is now focused on NML’s development stage. A
milestone in 2015 was the resolution of NML’s ownership interest in Tata Steel Minerals Canada
(“TSMC”) following scoping changes and the added capital cost of bringing the DSO project on stream.

In addition, we saw the need to devise a new strategy for monetizing the taconite resources –
our principal asset – using results from exploration and feasibility study outcomes carried out between 2011 and 2014.

This latter initiative is important because it harnesses and transforms previous investment in the taconite properties into a project concept better positioned to attract capital when market conditions permit. It is aimed at preserving and enhancing our assets, while maintaining a manageable development timeframe in the face of increasingly rigorous permitting requirements. To do otherwise will result in the loss of momentum carefully built since 2003, causing lengthy delays and added costs.

Our work is being carried out with prudent use of capital, as evidenced by two restructurings
over the past fifteen months (difficult but necessary) and the continuous review of costs, resulting in substantial reduction of the Company’s expenses and overhead.

There is in place a strong culture of thrift and our cash balance is such that we can operate at
present expenditure rates into 2018. Furthermore, our expenditure plan is highly flexible.
Also, over the past several years NML transitioned organizationally through succession planning involving our founders and a new generation of management with the skills, energy and experience now in place to carry forward our strategy. Renewal of NML’s board of directors has strengthened our broader mining, financial and transactional expertise.

The commodities cycle will take its course. Our response to market conditions optimizes the use of NML’s assets, is balanced and protects the interests of all shareholders. We will be commenting in more detail on the above aspects of the Company and our strategy and accomplishments in further letters.

Yours very truly,

Robert Patzelt, Q.C.
President and CEO

http://www.nmliron.com/data/document/en-CA/Letter-to-NML-sha…

[sinsala1986]

NML-Co-Gründer Bish Chanda votet FÜR die Dissidenten

February 29, 2016 06:47 ET
Concerned Shareholders of New Millennium Announce Support From a Founder of New Millennium and Glass Lewis

TORONTO, ONTARIO--(Marketwired - Feb. 29, 2016) - Susan Milton and Greg Chorny, the Concerned Shareholders of New Millennium Iron Corp. ("NML" or the "Company"), are pleased to announce that Mr. Bish Chanda has informed them that he will VOTE the BLUE proxy FOR each of the resolutions put forward by the Concerned Shareholders at the special meeting of shareholders of NML to be held at 10:00 a.m. on March 15, 2016. The Concerned Shareholders are also pleased to announce that Glass Lewis, an independent proxy advisory firm, has recommended the removal of each of the non-Tata directors and that ALL shareholders vote using the BLUE proxy form.

Support from Founder

Mr. Chanda was a founder of LabMag Mining Corp, a predecessor of NML, and had been with the Company since its inception in 2004 until his retirement in June 2015 as the Senior Vice President of Marketing and Strategy. He has over 43 years of experience in the iron ore industry. He worked for 25 years with the Iron Ore Company of Canada, where he occupied various technical and senior management positions in engineering and process and quality improvements. In 1997, Mr. Chanda became an independent consultant and was involved internationally in the iron ore development field. Mr. Chanda's responsibilities at NML included strategic planning and special activities related to investor relations. He was also involved in the development of iron ore processes to ensure that product quality would meet market requirements. Mr. Chanda received his Bachelor of Technology in Civil Engineering from the Indian Institute of Technology, Kharagpur in 1962. He is a member of both the Ordre des ingénieurs du Québec and Professional Engineers Ontario.

In explaining his reasons for supporting the Concerned Shareholders, Mr. Chanda stated "I have been closely monitoring the dispute between NML and the Concerned Shareholders and have been very concerned about the very existence of NML. I had no intention of publicly expressing my concerns until I received a pre-recorded message from my esteemed friend and fellow founder of NML, Dean Journeaux, urging shareholders to vote against the Concerned Shareholders. It is now clear to me that the stakes are high and I have a responsibility to alert the shareholders of NML about the real state of affairs so that they will be able to make an informed decision and not be deceived by the misinformation being distributed by NML. What troubles me the most is the fact that NML has been conspicuously silent about what it would do when the money runs out in 2018 as a result of its announced strategy. As an iron ore expert and someone who closely follows the iron ore market, it is clear that most analysts are forecasting a continuation of the current market trend for at least the next three years; with the market not having a meaningful recovery until the year 2020 or beyond. Is it possible that management of NML believes that a turnaround could occur in 12-18 months so that NML would be able to raise the necessary cash before 2018 to give effect to its strategic plan and avoid bankruptcy? If this is truly what management believes, then they would be, at best, irresponsible and, at worse, incompetent.

It appears that the management and board of NML are making a daring wager with shareholders' money on the timing of the upturn of the market. If they lose this bet, and most experts believe they will, the executives will not be harmed - the executives are handsomely paid and own no shares; it is the shareholders who have not signed on to this high risk gamble who will suffer. I am strongly of the opinion that the current plan of NML is a certain path to bankruptcy, in spite of the 210 years of experience held by the current management and board of NML. I am extremely uncomfortable to have my investment in NML in the hands of a self-serving group prepared to be reckless with other people's money. I surely hope that all other shareholders feel the same way and join me in voting to elect the Concerned Shareholders' uniquely qualified nominees. The Concerned Shareholders have a plan that is worth pursuing if shareholders have any hope of protecting their investment in NML. Over the next days I will have more to say and will fully explain my reasons for supporting the Concerned Shareholders. I would ask you to visit www.saveNML.com for more of my story and my reasons for supporting the Concerned Shareholders."

http://www.marketwired.com/press-release/concerned-sharehold…

[sinsala1986]

private E-Mail von Mr. Chanda

in einer privaten E-Mail von Herrn Chanda an mich, hat er mich gebeten, weitere Infos von seiner Person zu dem proxy fight deutschen Anleger zur verfügung zu stellen:

Fellow NML Shareholders,

I trust you have read the Press Release dated February 29, 2016 announcing my intention to vote
the BLUE proxy FOR each of the resolutions put forward by the Concerned Shareholders at the
special meeting of shareholders of NML to be held at 10:00 a.m. on March 15, 2016. You are
aware of my long association with NML and my experience regarding the iron ore market.
Please also note that my wife and I control about 2 million shares or about 1% of the Company.

The Press Release sets out my reasons for publicly supporting the Concerned Shareholders. The
purpose of this document is to outline some of the manipulative tactics being employed by
management and the Board of NML in an effort to win your support. It is my hope that the
objective information set out in this document will enable you to make an informed decision.

I believe that NML’s communications are trying to make shareholders accept certain statements
as “truths” in order to make you believe that management is looking after your interest, when in
fact these statements are “myths”.

Myth # 1: “The Company has been very judicious in its expenditures”
NML is a penny stock. Its stock trades at a big discount to its underlying cash position in
contrast to its peers in the Trough. It must hang on to its working capital as the equity raising
window remains tightly shut.

• CEO gave himself a cash bonus of $175,000 and a pay increase; for a total compensation in
2015 of $584,564. CEOs in a similar position in other companies are taking pay cuts to
conserve cash.

• The part time CFO of NML, which has no revenues and no operations, earned over
$240,000. While the purpose of engaging a part time CFO is to save costs, this is more than
what a full time CFO earns in a comparable situation. NML also has a Vice President,
Finance who earned over $230,000. Why does a company with no revenues and no
operations need 2 finance officers?

• In total, 6 senior executives and consultants each receive more than $200,000 per year to
oversee the work of the remaining 10-12 employees and make work projects. Only at NML
could this be considered a culture of thrift.

Myth # 2: “We have the financial stability to go through 2018”
NML states that it is doing enough to secure the financial stability until 2018 and is strangely
silent about to what would come next when the money runs out. Is it assuming a miraculous
turnaround of the iron market in next 12-18 months so that it could raise capital to continue
operation of the Company beyond 2018?

The majority of the reputable analysts are projecting a continuation of the present iron ore
market downturn during the next 3 years. There are massive supplies of iron ore coming down
the pipeline and, at the same time, Chinese steel production is expected to continue to diminish,
resulting in further imbalance in the market. The balance will only be restored through a long
period of low prices which will force marginal producers to shut down.

Major players such as Vale, Anglo-American, Glencore etc. are incurring large losses and
scrambling to repair their balance sheets by selling their assets . In the face of this market reality,
believing in a quick upturn would be fool hearty and irresponsible.

Myth # 3: NML has a clear strategy for building shareholder value through monetizing its
taconite deposits, including through the NuTac Project
This is management’s gambit to confuse shareholders by ducking the hard questions. The term
“monetization” must be time bound and only has relevance if NML expects to earn the money in
the near term pursuant to some unspecified transactions. Management cleverly avoids disclosing
any specifics. The strategy is meaningless if the so called “monetization” would happen in 10-20
years.

Just in October 2015, NML announced the suspension of the Taconite Project feasibility study,
which was jointly undertaken with Tata Steel, because of challenging market conditions. This
project was advanced enough to be completed in the near term. NML would have stood to
benefit if Tata was to proceed with the development of the Project. The Project was a non-starter
because of the massive amount of capital needed: estimated at approximately C$7-8 billion.
NML announced in September 2015 a new strategic initiative called NuTac involving the rescoping
of a taconite project sized for market entry and at a capital cost that increased the
opportunity for investment and development. A pre-feasibility level study is expected to be
completed sometime in Q2 2016.

Does NML think that NuTac could be monetized before 2018 in today’s environment when more
advanced iron ore projects are getting cancelled or being simply abandoned? Why would Tata, a
partner in the Taconite Project, pass up the chance to participate in the so-called market entry
project? It is simply nonsensical to talk about monetizing the taconite deposits in today’s context.
This possibility is far away in the future because of the market situation. Mere mention of it is
bordering on the willful spreading of half-truths.

Myth # 4: “What is interesting in this downturn is that the pellet premium spread has held.”
This is another manoeuver to distract shareholders and avoid discussing the truth, which would
lay bare NML’s failed strategy. Management is talking about some specific facts about today’s
market as if NML is already a player. The statement is true for specific segments of the market
for very specific reasons. This has no relevance in the future because market dynamics will
constantly change.

The pellet market has different dynamics and in spite of some positive attributes for the
established players, the barrier is quite high to start and complete a successful greenfield project.
For NML, this will be especially harder if Tata was reluctant to wholeheartedly back the project.
The bottom line is that the time to benefit from a greenfield project is too far off to be significant
for NML. What matters the most is what could happen before 2018.

I believe management is acting in bad faith when it indicates that spending money today for
NuTac has strategic implications. Since analysts are projecting iron ore price recovery starting in
2020, there is no imminent need for new capacities. There will be plenty of opportunities for existing players to reactivate brownfield projects before the prices would be high enough to
justify greenfield projects. Management is deliberately building a smokescreen if it refers to the
possibility of a project that could be 10-15 years away when the real challenge is to survive
beyond 2018.

Myth # 5: When compared to the current Board, the Concerned Shareholders’ nominees have no iron ore mining experience.
Of the 6 non-Tata members of NML’s present Board, only one has iron ore mining experience.
The 210 years of iron ore expertise often referred to by NML comes from a 20+ entourage of
highly paid staff and consultants. Yet this expertise may not avert a bankruptcy in 2018. The
Concerned Shareholders’ nominees have the common sense to immediately stop the bleeding and
the knowledge of how to steer through a difficult capital market environment. The first priority is
conservation of capital.

With all the iron ore and mining company operating experience, the existing Board could not
offer a viable alternative, other than vague possibilities. Their past experience is working as a
hindrance to dispassionately making decisions in the best interests of shareholders. The current
market debacle is systemic and the aftermath of long running bullish sentiments. The current
Board is not doing its job if it succumbs to management’s sound bites and not ask the necessary
hard questions.

Actions taken by the major iron ore miners and juniors alike are to conserve cash to survive
during uncertain times. No one can know how long this iron ore down cycle will last. The last
one persisted from 1980 to 2004. A prudent Board knows that all predictions could be wrong and
must make contingency plans to survive during the worst case scenario. With all their
experience, the current Board lacks the wisdom and business experience to make the right
decisions. This kind of wisdom can be expected from the new Board.

Myth # 6: Concerned Shareholders want to control NML with 7% of the outstanding shares.
This is a prime example of dishonest propaganda management is waging in a desperate attempt
to distract from its failed strategy. Management has not forgotten that votes for its nominees
were overwhelmingly withheld at the June 2015 AGM. This core support appears to have grown
to over 20% - and is still growing - when the Milton family courageously challenged the existing
Board to save NML. The Concerned Shareholders’ nominees have been carefully chosen for
their ability to create long-term value for the shareholders.

The current Board has conveniently forgotten to mention that it, together with insiders, control
much less than the 7% of the votes held by the Milton family, who are long standing loyal
supporters of NML. The current Board has no legitimacy to be in-charge. It continues to support
a bloated workforce, which is handsomely paid, and spends money on make work projects
without being held accountable.


----------------------------------------------------------------------------
----------------------------------------------------------------------------

Many dissatisfied shareholders are lending their support to the Concerned Shareholders.
Management’s fear mongering cannot stop the Concerned Shareholders’ efforts to oust the present Board. There is too much at stake for NML shareholders to give management more of an
opportunity to destroy the Company. Every expert I have spoken to about NML’s current
strategy believes management is pursuing a disastrous path - the Company must stop spending
and conserve cash.

In summary, my conclusions are as follows:
• NML’s current actions will likely push the Company into insolvency in order to enrich
management.

• To camouflage its true intentions, management is alluding to unachievable goals, such as
monetizing taconite deposits through the NuTac Project in the near term, as a means to save
NML.

• Given the uncertainties of the present iron ore cycle, the correct strategy is to conserve the
working capital and gradually develop ways to increase shareholder value in the long run.

I hope that you agree with me that the truth about NML is clear. The stakes are high and I would
ask you to support the Concerned Shareholders by voting the BLUE proxy FOR change. It is
only through bringing about this change can we safeguard our investment in NML.

Sincerely,
Bish Chanda

----------------------------------------------------------------
----------------------------------------------------------------

dieser Beitrag von Herrn Chanda ist aller Ehren wert, da er sich ja gegen seine ehemaligen Kollegen stellt.

MfG
sinsala

[sinsala1986]

mir reicht es mit diesem Management!

http://copesetic.de/the-inconvenient-truth/

lest besonders meine zwei "evaluations" weiter unten, da wird die Sache mal gerade gerückt!

MfG
sinsala

[cervical]

New Millennium Iron Corp. Announces Cost Reduction Measures

CALGARY, ALBERTA--(Marketwired - Jun 14, 2016) - New Millennium Iron Corp. ("NML" or the "Company") (TSX:NML) announced today several cost reduction measures designed to preserve cash and better align the Company's operations with ongoing activities and current market conditions.

The measures include a workforce reduction of 11 full-time employees, including two at the executive level, effective immediately. Overall, this represents about 60% of the Company's total 19 person workforce.

Robert Patzelt, NML's President and CEO, said, "We are very disappointed that market circumstances have forced another downsizing of our organization with the loss of dedicated and long-serving employees whose efforts have greatly advanced NML's projects and development. We are grateful for their many contributions and wish them every success in their future endeavours."

The net annualized payroll savings will be approximately $1,350,000. Since October 2014, NML's workforce has been reduced by 80% with resulting annualized payroll savings of approximately $3,542,000.

Other measures to be implemented are the closure of NML's offices in St. John's, NL, Sept-Îles, QC, and Schefferville, QC, all by the end of September 2016. The Company closed its Labrador City, NL office in 2014 and reduced office space in Montreal, QC in 2015. In addition to lowering overhead costs, NML has greatly reduced its reliance on consulting services.

Through a further, strategically important arrangement, the level of exploration spending over the next five years necessary to preserve NML's mining claims will reduce by as much as $3,373,000 without compromising any of the Company's mineral resources.

These latest initiatives provide NML with sufficient working capital to support activities through 2018 at present expenditure levels, and other steps are being taken to extend this timeframe.

Howard Lutley, NML's Chairman, added, "First, I very much share Robert's sentiments regarding our departing employees and thank them on behalf of the Board of Directors. I also wish to assure shareholders that we have retained the expertise and resources necessary to protect NML's assets, to carefully advance development and financing activities, and to nurture the Company's diverse relationships across industry, government and communities
http://www.minenportal.de/artikel.php?sid=169437&lang=en#New…

[mani08]

Antwort auf Beitrag Nr.: 52.615.583 von cervical am 14.06.16 19:28:17

Hallo Kai hoffe Dir geht es gut,

aber, wenn ich das lese, kommt mir alles wieder hoch was ich heute gegessen habe!

Robert Patzelt, NML's President and CEO, said, "We are very disappointed that market circumstances have forced another downsizing of our organization with the loss of dedicated and long-serving employees whose efforts have greatly advanced NML's projects and development. We are grateful for their many contributions and wish them every success in their future endeavours."

Tja, die Kuh kann man nicht mehr melken und Labrador Iron Mines, BC Iron, Atlas Iron, Advanced explorations usw. auch nicht mehr und das ist gut so!

Lernen durch seelische Schmerzen, bei mir hat`s geholfen und ich lange solche "Aktien" nicht mal mit der Kneifzange mehr an.

Heute kann ich nur noch den Kopf schütteln, über meine damalige Dummheit!

In diesem Sinne machs gut mein Freund

[freddy1989]

Muss mal Fragen

Hat sich Tata Steel komplett zurückgezogen?

waren doch "Corn Stone" Investor die das alles finanzieren wollten wenn ich mich recht entsinne....

[freddy1989]

Muss mal Fragen

Hat sich Tata Steel komplett zurückgezogen?

waren doch "Corn Stone" Investor die das alles finanzieren wollten wenn ich mich recht entsinne....

At present expenditure levels, NML has sufficient working capital to
support activities through
end of 2018.

So wie ich das sehe kann man bis Ende 2018 durchhalten mit dem "Cash"....die Frage ist welche Rolle spielt noch Tata Steel die haben doch sehr viel Geld investiert in das Projekt oder sehe ich das total verkehrt?

[freddy1989]

Hier mal was neues

http://www.stockwatch.com/News/Item.aspx?bid=Z-C:NML-2392216

[freddy1989]

Wie seht ihr diesen Schritt? scheint so als ob die Regierung möchte das Tata Steel und New Millenium das Projekt in Zukunft betreiben.

New Millennium holding Tata gets $175M from Quebec

2016-07-26 17:30 ET - News Release

Mr. Robert Patzelt reports

NEW MILLENNIUM IRON CORP. ANNOUNCES QUEBEC GOVERNMENT'S AWARD OF FINANCIAL CONTRIBUTION TO TATA STEEL MINERALS CANADA'S DIRECT SHIPPING ORE PROJECT

New Millennium Iron Corp. minority holding Tata Steel Minerals Canada (TSMC) has received a financial contribution of $175-million from the Quebec government in support of TSMC's direct shipping ore (DSO) project.

The announcement follows a January, 2016, agreement in principle between the parties (see NR 16-02 dated Jan. 21, 2016) and was made in conjunction with a news conference held today in Sept-Iles, Que., and attended by senior government officials, including the deputy premier, Lise Theriault, and the Minister of Energy and Natural Resources, Pierre Arcand, who is also responsible for the Plan Nord and North Shore region, as well as by senior representatives of TSMC and NML.

The related transaction would include a loan of $50-million from Investissement Quebec, acting as an agent of the government, as well as an equity stake of $125-million through the government's Capital Mining Hydrocarbons Fund. No determination has been made as to the effect on the company's interest in TSMC as a result of the government investment.

Robert Patzelt, NML's president and chief executive officer, said: "This very significant award solidifies the future of the DSO project and, when coupled with the government's investment in rail and port assets in the Sept-Iles area at Pointe Noire, underscores the government's support of our industry and communities during these challenging times. We look forward to a successful completion of this important initiative."

[cervical]

Canada’s Quebec injects $130M into Tata Steel Quebec-Labrador iron ore project

http://www.mining.com/canadas-quebec-injects-130m-into-tata-…

[cervical]

New Millennium Iron reports Q3 results

http://seekingalpha.com/pr/16663160-new-millennium-iron-corp…

[cervical]

letztes Signal vom 13.01.2017 Letztes Signal:KAUFEN

Marktausblick
Lassen Sie uns auf unserer weißen Pferde springen und einen bullischen Ritt unternehmen. Das bullische Muster, das zuvor identifiziert wurde, ist endlich bestätigt worden und ein KAUFEN Signal wurde erzeugt. Wahrscheinlich ist es die richtige Zeit, um an dem bullischen Eifer teilzunehmen. Der Markt berichtet Ihnen über einen neuen Gewinn. Verpassen Sie nicht diese bullische Gelegenheit.



ohne Gap

[ixurt]

Unverschämter Spread

10:59 Uhr

Stuttgart Geldkurs (Bid) = 0,195 € Briefkurs (Ask) = 0,245 € entspricht 25,64%

Frankfurt Geldkurs (Bid) = 0,192 € Briefkurs (Ask) = 0,24 € entspricht 25,00%

Berlin Geldkurs (Bid) = 0,192 € Briefkurs (Ask) = 0,24 € entspricht 25,00%

[freddy1989]

Hallo hier mal was neues aus Kanada mal sehen wann Tata Steel aktiv wird und New Millenium Iron weiter machen kann.

http://goldinvest.de/aus-der-redaktion/488-kanadische-eisene…

Was meint ihr wenn die anderen Minenkonzerne wieder die arbeit aufnehmen sollte doch auch New Millenium langsam damit anfangen?

[freddy1989]

http://www.bnn.ca/miner-thinks-small-to-resurrect-big-canadi…

[ixurt]

Antwort auf Beitrag Nr.: 55.074.202 von freddy1989 am 03.06.17 16:26:51

Bin gespannt wie der Kurs reagiert wenn New Millennium Iron im Januar die Machbarkeitsstudie in Auftrag gibt?
Zudem dürfte der Eisenerzpreis weiter ansteigen

http://www.finanzen.net/rohstoffe/eisenerz

[ixurt]

Antwort auf Beitrag Nr.: 55.674.978 von ixurt am 05.09.17 22:21:08

sorry, finde den Artikel nicht mehr? Ob ich mich eventuell verlesen habe?

[freddy1989]

ich weiss es nicht nur es kommt nicht viel von der Firma auch keine aktuelles Presentation...wie der Stand der Dinge ist...

Tata Steel ist ja Joint Venture Partner für das Projekt....

[ixurt]

Antwort auf Beitrag Nr.: 55.708.251 von freddy1989 am 10.09.17 16:20:52

Ich meinte irgendwo gelesen zu haben,
dass sie mit der NuTac-Initiative ernst machen wolten
und nach der Pre- nun eine endgültige Machbarkeitsstudie in Auftrag geben wollten?

Auf deine BM hin habe ich nochmals recherchiert aber dummerweise nichts mehr gefunden :-(

Übrigens,
bzgl. PR resp. offene Kommunikation zu uns Kleinaktionären bekleckerte sich der Vorstand auch in der Vergangenheit schon nicht wirklich mit Ruhm...
siehe das bewundernswerte Engagement von sinsala 1986 und die absolute Nichtwürdigung des Managements:

http://copesetic.de/the-inconvenient-truth/

[freddy1989]

Hi ich glaube Sinsala hat entnervt aufgegeben.

Ich hatte mich doch auch mal bemüht das "Smallcap Investor " oder Stocktelegraph mal ein Interview machen das man mal weiss was "Sache "ist und wie die Lage ist.....

Aber da wurde nur gesagt das Managment hat keine Zeit-.......da macht es auch keinen Spaß mehr Interview Partner hin zu schicken...

[freddy1989]

Hier mal ein kurzes Update bei Champion Iron fängt die Produktion gerade erst an

https://globenewswire.com/news-release/2018/04/19/1482234/0/…

[startvestor]

Antwort auf Beitrag Nr.: 57.610.578 von freddy1989 am 23.04.18 21:14:51

NML könnte Value haben:

https://seekingalpha.com/article/4263614-revisiting-new-mill…

Es gibt natürlich einige Risiken und man hätte besser zu 0,05 CAD gekauft. Aber es kann auch schnell auf 0,10 laufen.

[freddy1989]

Antwort auf Beitrag Nr.: 60.642.143 von startvestor am 23.05.19 19:45:57

Freu das ich das noch miterleben darf das hier mal wieder jemand etwas schreibt)))

Bei 96 Dollar + Eisenerzpreis wieso nicht ganz klar

[startvestor]

Antwort auf Beitrag Nr.: 60.642.173 von freddy1989 am 23.05.19 19:47:50

Es geht hier mehr um den Cash und die Investments. Dann noch der kleine Anteil am Tata-JV und den Hafen. Das Riesenprojekt selber ist und bleibt tot.

[freddy1989]

Antwort auf Beitrag Nr.: 60.642.908 von startvestor am 23.05.19 20:34:38

Hi ja klar aber wird bei diesen Eisenerzpreisen 96 Dollar nicht das Projekt interessant für Tata Steel das zu beleben ? damit könnte tata Steel sich selbst versorgen und wäre unabhängig oder sehe ich das falsch....

[startvestor]

Antwort auf Beitrag Nr.: 60.643.123 von freddy1989 am 23.05.19 20:47:37

Wenn du Tata die 100 USD für die nächsten 20 Jahre garantierst...

[dosto]

Champion Iron

ist aber auch schon entfleucht.
Der Sektor wird hoffentlich 2019 noch halten.

Dann wird Vale 2020 zum Konter ausholen

[dosto]

Wenn du Tata die 100 USD für die nächsten 20 Jahre garantierst..

------------------------------------------------------------------------


wie wärs mit 50-80 D

[startvestor]

Antwort auf Beitrag Nr.: 60.645.043 von dosto am 23.05.19 22:43:52

Champion Iron ist mir davon gelaufen, hätte aber bei 0.92 CAD nie gedacht, was ich da verschlafe. Auf NML bin ich heute nur zufällig gestossen, weil mein Screener die heute stark im Minus sah - der hätte mir mal besser vor ein paar Wochen den Anstieg zeigen sollen. Ich habe noch keine Infos zu deren totem Riesenprojekt im Labrador-Gürtel nachgelesen, bin ja noch gar nicht eingestoppt, aber so wie ich die dortigen Projekte kenne, wird das mit 50-80 sicher nix.

Champion hatte einfach viel Glück mit Bloom Lake, Goncalves von Cliffs wird's nicht gern sehen. Aber sowas wiederholt sich nicht.

[freddy1989]

Antwort auf Beitrag Nr.: 60.645.703 von startvestor am 24.05.19 00:15:09

Lach ist klar Champion Iron ist was anderes aber New Millenium Iron müsste sich doch langsam mal rühren bei diesen Preisen oder zumindest einmal eine aktuelle Presenation raus bringen wie nun Stand der Dinge ist oder was meint ihr?

[startvestor]

Antwort auf Beitrag Nr.: 60.802.072 von freddy1989 am 13.06.19 20:44:51

Ich habe mir NML heute mal näher angeschaut. Ich denke, 0.10 CAD wäre ein fairer Preis. Sie haben ja ca. 7 Mio. CAD Cash. Selbst wenn Sheritt pleite geht und die Notes damit verfallen und TSMC nur die Hälfte wert ist, dürften 18 Mio. CAD hinhauen.

Aber will man so eine Art komische Holding mit mind. 1 Mio. CAD SGA pro Jahr wirklich haben? Eigentlich völlig unsexy. Man muss billig rein und hoffen, dass der Markt mal die 0.10 CAD zahlt.

Habe noch mein Limit bei 0.055 CAD, evtl. gehe ich morgen etwas höher.

[freddy1989]

Antwort auf Beitrag Nr.: 60.803.458 von startvestor am 13.06.19 23:23:26

Was meint ihr ob hier nochmal was kommt von der Firma? oder von dem Partner Tata steel glaube bei Alderon Iron läuft ja die produktion

[freddy1989]

Antwort auf Beitrag Nr.: 55.708.449 von ixurt am 10.09.17 17:37:47

Hallo hier mal was neues von der Firma

https://value-trades.blogspot.com/2020/10/major-insider-and-…

[freddy1989]

Antwort auf Beitrag Nr.: 60.803.458 von startvestor am 13.06.19 23:23:26

Hier was aktuelles

https://value-trades.blogspot.com/2020/10/heavy-insider-buyi…