Rohstoff-Explorer: Research oder Neuvorstellung (Seite 225)

[Popeye82]

Antwort auf Beitrag Nr.: 58.699.512 von tgfn am 14.09.18 12:17:35

so abwegig fand ich das damals garnicht, eher logisch (war doch die Sache mit ausbleibenden Gewinnen, und damit weniger Kohle, die in den Bereich investiert wird).
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Ist nur so dass man sich da immense Anfeindungen reingeholt hat.
VerDIENT.
Aber Die, Die nicht relativ zeitig Dem Resource Sektor den Rücken gekehrt haben,
da dürfte den Allerallermeisten die Eier gehobelt sein.

[Popeye82]

Antwort auf Beitrag Nr.: 58.671.075 von donnerpower am 11.09.18 15:36:34

Herr Zeus

Was sind denn SPANNENDE (resource)Entwickler aus Ihrer Sicht?
Abseits von Ihrem All In "Melior".

[donnerpower]

Antwort auf Beitrag Nr.: 58.699.512 von tgfn am 14.09.18 12:17:35

oder vielleicht auch :

Ja, ja, wer jetzt zu spät nachkauft, den bestraft die Börse 🙃

[tgfn]

Antwort auf Beitrag Nr.: 58.693.299 von Popeye82 am 13.09.18 18:10:01

so abwegig fand ich das damals garnicht, eher logisch (war doch die Sache mit ausbleibenden Gewinnen, und damit weniger Kohle, die in den Bereich investiert wird).
Wie dem auch sei, ich seh, dass du den ganzen Rohstoffsektor gemeint hast mit absehbar.
Bei Gold hätt mich das gewundert (absehbarer Kursverlust), ist ja in dem Sinne kein Wirtschaftsgut sondern läuft eher nach seinen eigenen Gesetzen.

Orosur-OMI: mittlerweile versechsfacht inner Woche.
Ja, ja, wer zu früh kauft, den bestraft die Börse

[Popeye82]

Antwort auf Beitrag Nr.: 58.691.787 von tgfn am 13.09.18 15:23:52

Dass Dieses RohstoffABSCHLACHTEfest im Prinzip absehbar war.
Ich hab es nicht "ganz" rechtzeitig erkannt. Aber fast(AUCH in Diesen Dimensionen).
Und Dem lagen durchaus Komplexere Dinge/Überlegungen zugrunde.
Kannst Du BBack fragen. Wir hatten da Einige Talks.
Inkl. der Schere.
Und Das, Was von Dir mehr konkretisiert, mit den Handels"volumen", da hatte ich ja auch schonmal Eine abwegige Theorie ins www geschossen.

[tgfn]

Antwort auf Beitrag Nr.: 58.666.140 von Popeye82 am 11.09.18 02:53:42

Zitat von Popeye82: Yooo, Eure Beobachtungen zum "austrocken" sind vollkommen richtig.
Ohne Klug
,
aber Das ist Was m.E. eben auch ziemlich absehbar war.

wie meinste denn das mit absehbar?
Ich bin jetzt nur für Gold zuständig, mit dem anderen Metall Kruscht kenn ich mich zuwenig aus.

[donnerpower]

Antwort auf Beitrag Nr.: 58.680.453 von donnerpower am 12.09.18 13:33:02

12 September Updated Pre-Feasibility Study


http://www.metallicaminerals.com.au/wp-content/uploads/2016/…

[donnerpower]

Kennt jemand von euch "Metallica Minerals Limited" von der ASX ???
http://www.metallicaminerals.com.au/" target="_blank" rel="nofollow ugc noopener">http://www.metallicaminerals.com.au/





Melior Announces Merger With ASX Listed Metallica Minerals Limited


TORONTO, Sept. 12, 2018 (GLOBE NEWSWIRE) -- Melior Resources Inc. (TSXV: “MLR”) (“Melior” or the “Company”) is pleased to announce that it entered into a binding arrangement agreement (the “Arrangement Agreement”) with Australian Stock Exchange (“ASX”) listed Metallica Minerals Limited (ASX:“MLM”) (“Metallica”) on September 12, 2018 which sets out the terms and conditions of a merger (the “Merger”) of the two companies.

The Merger will be by way of a court approved plan of arrangement (the “Arrangement”) in which Metallica will acquire all of the issued and outstanding common shares of Melior in exchange for Metallica ordinary shares at an agreed exchange ratio of twenty (20) Metallica shares for every one (1) Melior share (the “Exchange Ratio”). On completion of the Merger, Melior shareholders will hold 64% of Metallica’s issued capital and Melior will become a wholly owned subsidiary of Metallica. Metallica will remain listed on the ASX and Melior will be de-listed from the TSX Venture Exchange (“TSXV”) and cease to be a reporting issuer in Canada.

Based on Melior’s closing share price on September 11, 2018, the Exchange Ratio represents consideration of A$0.0449 per Metallica share which is a premium of 45% to Metallica’s closing price on September 11, 2018. Based on the respective 3 month volume weighted average prices of Metallica and Melior, as at September 11, 2018, the consideration represents a premium of 23%.

Upon completion of the Arrangement, all outstanding Melior options and warrants will be exchanged for an equivalent number of Metallica replacement options and warrants exercisable for Metallica shares.

Mark McCauley, Melior’s Chief Executive Officer, stated: “This is a great opportunity for Melior to keep moving forward and positioning itself for genuine shareholder wealth creation. The merger with Metallica is an attractive and low risk proposition providing a stronger platform for growth via an enhanced pipeline of development assets, a strengthened balance sheet and an ASX listing. Goondicum is on schedule to commence production in November and start generating cash by Q2 2019 and there are good prospects for realizing value shortly thereafter from the Metallica asset portfolio. The value-focused culture and combined technical and commercial skills of the two companies will also greatly enhance the merged group’s capabilities.”

Metallica’s Chairman, Mr. Peter Turnbull said: “This is a transformational deal for both companies. Melior’s Goondicum Ilmenite project shares similar attributes to Urquhart Bauxite in that it is fully funded and will be brought into production relatively quickly for a modest capital outlay and will provide a valuable source of near-term cash flow. We look forward to combining the respective skills of the two companies to successfully develop those projects and pursue further growth opportunities to build a significant, profitable, mining house generating excellent returns for shareholders.”

Post-Merger, the Metallica board of directors will consist of three directors from Metallica (Simon Slesarewich, Peter Turnbull and Ian Jacobson) and three directors from Melior (Mark McCauley, Martyn Buttenshaw and George Lloyd). George Lloyd will assume the independent, non-executive Chairman’s role. Simon Slesarewich will retain the Managing Director’s role and Mark McCauley (current Melior Chief Executive Officer) will assume an executive director role.

On completion of the Merger, the merged entities will have approximately $6.6 million of cash and liquid securities, a project coming into production with near term cashflow and a pipeline of longer term development and exploration assets, all located in Queensland, Australia. These assets are briefly described below:


-Goondicum Ilmenite & Phosphate rock mine (100%): Goondicum is fully funded and is scheduled to restart production in November 2018. Goondicum currently has a scheduled nine year mine life producing an average of 160ktpa of ilmenite and 38ktpa of apatite. The recently completed preliminary economic assessment (“PEA”) shows a before tax project NPV8 of US$56 million. Goondicum has previously had over $120 million of capital spent on it and is expected to produce above benchmark quality ilmenite and apatite products.

-Cape York Heavy Mineral Sands & Bauxite Project JV (50%): This asset consists of the Urquhart Point heavy mineral sands (HMS) project and the adjacent Urquhart Point Bauxite (UPBx) project. Both projects are located just south of Weipa on the western side of Cape York Peninsular in North Queensland. The HMS project is small scale; however, it has a granted mining license and an unused 120 tph mobile HMS processing plant, with replacement value of $4 million1, associated with it. UPBx also has a granted mining license and all environmental approvals in place necessary to commence mining; however, work is continuing on the most efficient means of shiploading. Additional work will be undertaken in the short term to assess the optimal means of creating value from this project and take advantage of the growing Chinese demand for Australian bauxite.

-Cape Flattery Silica Sands Project (100%): This project consists of an exploration permit and is adjacent to Mitsubishi’s Cape Flattery Mine, the world’s largest source of high purity silica sand. A maiden sampling program which was completed by Metallica in April 2018 confirmed the presence of high purity silica sand. This is an early stage exploration project and further work is required to present a JORC resource and assess its economic merits.

-Esmeralda Graphite Project (100%): This project is located in North Queensland and is an igneous or hydrothermal style graphite deposit with two drill holes intersecting broad graphite mineralization up to 95m thick at a depth of just over 70m. This is an early stage exploration project and further work is required to present a JORC resource and assess its economic merits.


Metallica also has a A$5 million receivable as part of the recent sale of Metallica’s Sconi Co-Ni project to Australian Mines Limited, to be paid on commencement of production at that project, as well as significant tax losses.

Transaction Overview

The Merger is subject to both Australian and Canadian regulatory approvals. In Canada, the plan of arrangement is a statutory process under Division 5 of Part 9 of the Business Corporations Act (British Columbia). The implementation of the Merger will be subject to the approval of the TSXV, the approval of the Supreme Court of British Columbia and shareholder approval as described further below. Pursuant to the terms of the Arrangement Agreement, the Merger is also subject to the satisfaction of certain closing conditions customary for transactions of this nature.

In Australia, the implementation of the Merger will be subject to the approval of the ASX and Metallica shareholders.

Melior convened a special committee (the “Melior Special Committee”) of independent directors to review and assess the proposed transaction. The Melior Special Committee subsequently engaged KPMG LLP (“KPMG”) as an independent financial advisor to provide a fairness opinion on the Merger. KPMG provided an opinion to the Melior Special Committee to the effect that, as of the date of the opinion and based upon and subject to the assumptions, limitations, restrictions and qualifications therein, the consideration to be received by Melior shareholders is fair, from a financial point of view, to the Melior shareholders. The full text of the fairness opinion will be contained in Melior’s information circular to be provided to Melior shareholders in connection with the Melior Meeting (as defined below).

Based on, among other things, the unanimous recommendation of the Melior Special Committee, and after consultation with its legal and financial advisors, the Board of Directors of the Company has: (i) determined that the Arrangement is fair to Melior shareholders and is in the best interests of Melior; and (ii) recommended that Melior shareholders vote in favour of the Arrangement.

Completion of the Arrangement is subject to, among other things, customary conditions, including approval of a special resolution with respect to the Arrangement by (i) at least 66⅔% of the votes cast by shareholders of the Company present in person or represented by proxy at the Melior Meeting, and (ii) if required, a simple majority of the votes cast by shareholders present in person or represented by proxy at the Melior Meeting (excluding shareholders whose votes are required to be excluded pursuant to Multilateral Instrument 61-101), and the receipt of approval of the Supreme Court of British Columbia with respect to the plan of arrangement. Melior intends to call a special meeting of its shareholders to be held in November 2018 (the “Melior Meeting”) to seek approval for the Arrangement.

Certain shareholders of Melior, who in aggregate hold approximately 79% of the issued shares of the Company (calculated on a non-diluted basis), have entered into support agreements pursuant to which they have agreed to vote their shares in favour of the Merger. Similarly, certain shareholders of Metallica, who in aggregate hold approximately 9% of the issued shares of Metallica (calculated on a non-diluted basis), have entered into support agreements pursuant to which they have agreed to vote their shares in favour of the resolutions to be put to the meeting of Metallica shareholders.

In specific circumstances, if the Arrangement Agreement is terminated by either party, a break fee of up to A$300,000 will be payable by the applicable party set out in the Arrangement Agreement.

The proposed Arrangement and related transactions will be more fully described in a management information circular (the “Melior Circular”) and related proxy materials of Melior that will be distributed to Melior shareholders and filed on SEDAR in advance of the Melior Meeting in accordance with applicable corporate and securities laws. Mailing of the Melior Circular is expected to occur in late October 2018.

In accordance with the Arrangement Agreement, the closing of the transaction must occur by no later than December 31, 2018. A full copy of the Arrangement Agreement will be filed in accordance with applicable securities laws and will be found on the Melior profile on SEDAR at www.sedar.com.

A copy of the press release of Metallica announcing the Merger issued concurrently herewith, as well as copies of Metallica’s other publicly filed documents, can be accessed at https://www.asx.com.au/asx/share-price-research/company/MLM or Metallica’s website at http://www.metallicaminerals.com.au/asx-releases/.

Financial and Legal Advisors

Melior’s financial advisor is Argonaut Capital Limited in Australia and its legal advisers are Wildeboer Dellelce LLP in Canada and McCullough Robertson in Australia. The Special Committee of Melior was advised by DuMoulin Black LLP and KPMG LLP (Canada).

Immediately prior to the completion of the Arrangement and subject to the approval of the TSXV, Melior will make a payment of A$250,000 and issue options to acquire 1,000,000 Melior shares at an exercise price of A$1.25 per share on a pre-Arrangement basis to Argonaut Capital Limited.

Metallica’s legal advisers are Bennett Jones LLP in Canada and Hopgood Ganim in Australia.

Update on Proposed Continuance to Australia

The proposed continuance of Melior from British Columbia to Australia as approved by shareholders of Melior on August 29, 2018, will be postponed until the earlier of the completion of the Arrangement and the termination of the Arrangement Agreement.


]http://www.globenewswire.com/news-release/2018/09/12/156962…

[donnerpower]

Antwort auf Beitrag Nr.: 58.670.310 von MONSIEURCB am 11.09.18 14:17:45

"Intermin" aktuell nicht , aber ganz oben auf meiner W.L. und ein Wiedereinstieg ist für September noch angedacht

Größte Position was aber bekannt sein sollte da ich da immer wieder aktiv schreibe jetzt mit Abstand Melior , zurückzuführen auf das Chance/Risiko Verhältnis und den News der letzten Monaten



gruss

[MONSIEURCB]

@donni: Drf man fragen, WELCHE 5 Werte? Ist Intermin nochdabei? Merci ...