Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2380)
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Antwort auf Beitrag Nr.: 42.875.325 von tommy-hl am 09.03.12 08:54:58Orsu Metals halte ich von den Fundamental-Daten für aussichtsreich. Zu berücksichtigen ist das Länderrisiko Kasachstan. Ich glaube Ivanhoe Mines hat dort auch ein Projekt.
Zu obigem Thema:
Im Februar diesen Jahres reiste Kanzlerin Merkel mit Industriebossen nach Kasachstan. Kasachstan und Deutschland unterzeichneten eine Rohstoff-Partnerschaft.
Der Bundesverband der Deutschen Industrie (BDI) erklärte im Februar, das Rohstoffabkommen erleichtere Unternehmenskooperationen und verbessere die Rohstoffsicherheit der deutschen Industrie. Der Vorsitzende des Ost-Ausschusses der deutschen Wirtschaft, Eckhard Cordes, sagte: "Wir brauchen solche Kooperationen, um die deutsche Wirtschaft vor Rohstoffengpässen zu schützen." Kasachstan sei Deutschlands drittwichtigster Öllieferant und reich an Seltenen Erden.
Insofern wird die Partnerschaft auf politischer und wirtschaftlicher Ebene gebaut, was das Länderrisiko evtl. etwas abschwächt. Ganz verschwinden wird es auch damit nicht, aber ein Aktien-Investment mit Wagnis-Kapital erscheint mir gegeben.
Insofern werde ich Orsu Metals auf die Beobachtungsliste nehmen. Gibt es schon Meinungen zu Orsu Metals?
Auch Kirgistan bietet interessante Möglichkeiten. Hat sich schon jemand mit dem Länderrisiko beschäftigt oder ist in einer Aktie investiert, die dort ein Projekt hat?
Zu obigem Thema:
Im Februar diesen Jahres reiste Kanzlerin Merkel mit Industriebossen nach Kasachstan. Kasachstan und Deutschland unterzeichneten eine Rohstoff-Partnerschaft.
Der Bundesverband der Deutschen Industrie (BDI) erklärte im Februar, das Rohstoffabkommen erleichtere Unternehmenskooperationen und verbessere die Rohstoffsicherheit der deutschen Industrie. Der Vorsitzende des Ost-Ausschusses der deutschen Wirtschaft, Eckhard Cordes, sagte: "Wir brauchen solche Kooperationen, um die deutsche Wirtschaft vor Rohstoffengpässen zu schützen." Kasachstan sei Deutschlands drittwichtigster Öllieferant und reich an Seltenen Erden.
Insofern wird die Partnerschaft auf politischer und wirtschaftlicher Ebene gebaut, was das Länderrisiko evtl. etwas abschwächt. Ganz verschwinden wird es auch damit nicht, aber ein Aktien-Investment mit Wagnis-Kapital erscheint mir gegeben.
Insofern werde ich Orsu Metals auf die Beobachtungsliste nehmen. Gibt es schon Meinungen zu Orsu Metals?
Auch Kirgistan bietet interessante Möglichkeiten. Hat sich schon jemand mit dem Länderrisiko beschäftigt oder ist in einer Aktie investiert, die dort ein Projekt hat?
Orsu Metals halte ich von den Fundamental-Daten für aussichtsreich. Zu berücksichtigen ist das Länderrisiko Kasachstan. Ich glaube Ivanhoe Mines hat dort auch ein Projekt.
Die Daten der Machbarkeitsstudie sind top:
Definitive Feasibility Study Highlights:
Post-tax NPV 7.5 of US$150 million, IRR of 30% (based on price of US$3.25/lb Cu);
Initial capital expenditure of US$115 million;
Payback period of 2.75 years (on initial capital expenditure);
11.5 years mine production of 149kt (328 Mlb) payable copper:
Average annual production of 13kt (28.6 Mlb) of copper from sulphide and oxide ore; at a processing rate of 750,000 tonnes of sulphide ore per annum, a total of 136.3kt (300 Mlb) of copper in 27.9% concentrate; at a heap leach processing rate of 360,000 tonnes of oxide ore per annum (over 4.5 years), a total of 12.7kt (27.9 Mlb) of cathode copper;
Life of mine cash operating cost (pre tax) of US$1.47/lb Cu;
Stellt man das in Relation zur MK 30 Mio. USD ergeben sich schöne Kurspotenziale.
Die Daten der Machbarkeitsstudie sind top:
Definitive Feasibility Study Highlights:
Post-tax NPV 7.5 of US$150 million, IRR of 30% (based on price of US$3.25/lb Cu);
Initial capital expenditure of US$115 million;
Payback period of 2.75 years (on initial capital expenditure);
11.5 years mine production of 149kt (328 Mlb) payable copper:
Average annual production of 13kt (28.6 Mlb) of copper from sulphide and oxide ore; at a processing rate of 750,000 tonnes of sulphide ore per annum, a total of 136.3kt (300 Mlb) of copper in 27.9% concentrate; at a heap leach processing rate of 360,000 tonnes of oxide ore per annum (over 4.5 years), a total of 12.7kt (27.9 Mlb) of cathode copper;
Life of mine cash operating cost (pre tax) of US$1.47/lb Cu;
Stellt man das in Relation zur MK 30 Mio. USD ergeben sich schöne Kurspotenziale.
Neues v. Globex, klingt etwas kompliziert, wir haben es im Thread so übersetzt, dass in der Variante b) die versch.Zahlungen nur jeweils 1x fällig werden , je nach dem wann die Option gezogen wird.
Sollte der Partner Xmet die Finanzierung stemmen können (Sprott hängt da auch mit drin), dann bedeutete das für Globex ein Geldsegen innerhalb der nä. 6 Monate v. über 3 Mio $ (enspricht dem Anteil v. 50 %) .
Für Globex ein guter Schritt, um Geld für eine weitere Fokussierung zu bekommen....
5. März 2012
Globex gewährt Aktienoptionen für Duparquet Assets Ltd. (dem Eigentümer der
Konzessionsgebiete Duquesne West und Ottoman Fault)
Rouyn‐Noranda, Quebec, Kanada. GLOBEX MINING ENTERPRISES INC. (GMX – Toronto Stock Exchange,
G1M – Börsen Frankfurt, Stuttgart, Berlin, München, Xetra und GLBXF – OTCQX International) freut sich,
seinen Aktionären mitteilen zu können, dass das Unternehmen eine Aktienoptionsvereinbarung mit Xmet
Inc. („Xmet“) unterzeichnet hat. Gegenstand dieser Vereinbarung ist die von Globex gehaltene 50 %‐
Beteiligung an Duparquet Assets Ltd., dem Eigentümer der Konzessionsgebiete Duquesne West und
Ottoman Fault in der Region Abitibi in Quebec (siehe Globex‐Pressemeldung vom 18. Februar 2010). Globex
(50 %) und sein Partner Geoconseils Jack Stoch Ltée (50 %), „die Aktionäre“, haben Xmet die Option auf den
Erwerb sämtlicher Vorzugs‐ und Stammaktien der Aktionäre an Duparquet Assets Ltd. gewährt. Der Erwerb
hat über eines der folgenden beiden Szenarien zu erfolgen:
a) Innerhalb von sechs Monaten nach Unterzeichnung der Aktienoptionsvereinbarung ist eine
Einmalzahlung von 9 Millionen $ in bar fällig; danach erhalten die Aktionäre eine gestaffelte
Förderbeteiligung (Gross Metal Royalty/GMR) von bis zu 3 % an allen aus dem Konzessionsgebiet
geförderten Metallen.
oder:
b) Innerhalb von sechs Monaten nach Unterzeichnung der Aktienoptionsvereinbarung sind eine
Einmalzahlung von 6,5 Millionen $ in bar sowie innerhalb von vier Monaten nach Unterzeichnung
der Aktienoptionsvereinbarung eine der folgenden Barzahlungen fällig:
1. eine Einmalzahlung von 2,5 Millionen $ spätestens am 1. Jahrestag der Vereinbarung;
2. eine Einmalzahlung von 2,6 Millionen $ spätestens am 2. Jahrestag der Vereinbarung;
3. eine Einmalzahlung von 2,7 Millionen $ spätestens am 3. Jahrestag der Vereinbarung;
4. eine Einmalzahlung von 2,8 Millionen $ spätestens am 4. Jahrestag der Vereinbarung;
http://www.globexmining.com/staging/admin/news_pdfs/3-5-12%2…
Sollte der Partner Xmet die Finanzierung stemmen können (Sprott hängt da auch mit drin), dann bedeutete das für Globex ein Geldsegen innerhalb der nä. 6 Monate v. über 3 Mio $ (enspricht dem Anteil v. 50 %) .
Für Globex ein guter Schritt, um Geld für eine weitere Fokussierung zu bekommen....
5. März 2012
Globex gewährt Aktienoptionen für Duparquet Assets Ltd. (dem Eigentümer der
Konzessionsgebiete Duquesne West und Ottoman Fault)
Rouyn‐Noranda, Quebec, Kanada. GLOBEX MINING ENTERPRISES INC. (GMX – Toronto Stock Exchange,
G1M – Börsen Frankfurt, Stuttgart, Berlin, München, Xetra und GLBXF – OTCQX International) freut sich,
seinen Aktionären mitteilen zu können, dass das Unternehmen eine Aktienoptionsvereinbarung mit Xmet
Inc. („Xmet“) unterzeichnet hat. Gegenstand dieser Vereinbarung ist die von Globex gehaltene 50 %‐
Beteiligung an Duparquet Assets Ltd., dem Eigentümer der Konzessionsgebiete Duquesne West und
Ottoman Fault in der Region Abitibi in Quebec (siehe Globex‐Pressemeldung vom 18. Februar 2010). Globex
(50 %) und sein Partner Geoconseils Jack Stoch Ltée (50 %), „die Aktionäre“, haben Xmet die Option auf den
Erwerb sämtlicher Vorzugs‐ und Stammaktien der Aktionäre an Duparquet Assets Ltd. gewährt. Der Erwerb
hat über eines der folgenden beiden Szenarien zu erfolgen:
a) Innerhalb von sechs Monaten nach Unterzeichnung der Aktienoptionsvereinbarung ist eine
Einmalzahlung von 9 Millionen $ in bar fällig; danach erhalten die Aktionäre eine gestaffelte
Förderbeteiligung (Gross Metal Royalty/GMR) von bis zu 3 % an allen aus dem Konzessionsgebiet
geförderten Metallen.
oder:
b) Innerhalb von sechs Monaten nach Unterzeichnung der Aktienoptionsvereinbarung sind eine
Einmalzahlung von 6,5 Millionen $ in bar sowie innerhalb von vier Monaten nach Unterzeichnung
der Aktienoptionsvereinbarung eine der folgenden Barzahlungen fällig:
1. eine Einmalzahlung von 2,5 Millionen $ spätestens am 1. Jahrestag der Vereinbarung;
2. eine Einmalzahlung von 2,6 Millionen $ spätestens am 2. Jahrestag der Vereinbarung;
3. eine Einmalzahlung von 2,7 Millionen $ spätestens am 3. Jahrestag der Vereinbarung;
4. eine Einmalzahlung von 2,8 Millionen $ spätestens am 4. Jahrestag der Vereinbarung;
http://www.globexmining.com/staging/admin/news_pdfs/3-5-12%2…
15 February 2012 │ 23 pages
Resurging North American Oil Production
and the Death of the Peak Oil Hypothesis
Quelle: https://www.citigroupgeo.com/pdf/SEUNHGJJ.pdf
Resurging North American Oil Production
and the Death of the Peak Oil Hypothesis
Quelle: https://www.citigroupgeo.com/pdf/SEUNHGJJ.pdf
Aufgepasst bei Rare Earth Aktien!
China will die Exporte verdoppeln! Bisherige Gewinnschätzungen für die Explorer und (Junior)Produzenten könnten sich als zu hoch erweisen mit negativem Effekt auf die Aktienkurse ...
China now planning to boost rare earths exports and output
Though China has set its rare earth export quota for 2012 at the same level of 2011, a new plan envisages that China will get Yuan 2 trillion output from the new material industry by 2015, as against a registered output value of Yuan 650 billion in 2010.
Author: Shivom Seth - Posted: Monday , 27 Feb 2012
China is set to double exports of rare earths in 2012 from its drastically lower 2011 levels in order to meet quotas set by the government. Though the overseas sales quota is expected to remain more or less unchanged in 2012, the Asian powerhouse has actually been curbing exports since 2009 in a bid to conserve mining resources and to tackle environmental concerns. A new plan has also been envisaged that will boost output considerably.
In 2011, China set export quotas amounting to 30,184 tonnes. However, its actual rare earth exports totalled only 14,750 tonnes during the first 11 months of 2011, accounting for only 49% of the total quota, according to a statement from the Ministry of Commerce.
This year, the country will be able to meet its export quotas to the full potential as demand from the overseas market appears to have recovered, an official told a newswire agency. China accounts for nearly 90% of the global rare earth supply, but its reserves only account for about one third of the world's total.
Besides, this, China has also outlined a plan to speed up the development of the country's rare earths industry ‘til 2015, in a move that would help maintain rare earth prices, analysts have noted. The plan is meant to fast track the development of its domestic downstream industries that use rare earths, according to the country's Ministry of Industry and Information Technology.
Efforts to develop rare earth manufacturing will focus on cities including Beijing, Baotou in the Inner Mongolia Autonomous Region and Ganzhou in Jiangxi Province.
The plan aims to promote the application rate of production technologies for rare earth functional materials to 70% in the country's high tech industries by 2015. The government has also detailed goals to increase the output capacity for rare earth permanent magnet materials by 20,000 tonnes a year and that of rare earth hydrogen containing alloy powder by 15,000 tonnes a year.
As if in tandem, China's benchmark stock index rose to a 3-month high. Inner Mongolia Baotou Steel Rare Earth Hi Tech Company climbed the highest in five months on prospects that China may double rare earth exports this year. Agency reports said Baotou Steel, China's biggest producer of rare earth, jumped 5.6%, while competitor Xiamen Tungsten Company rose 2.5%.
Analysts tracking the minerals said price of certain rare earths have slid, which in turn has stimulated demand. The average price of lanthanum oxide was quoted at $20,508 a metric tonne in the fourth quarter, 15% lower than in the third quarter.
International prices for some light rare earths, like cerium and lanthanum, used in the polishing of flat screen televisions and the refining of oil respectively, have fallen as much as two thirds since August 2011, said analysts. Morover, prices have declined by roughly one third for highly magnetic rare earths, like neodymium, needed for products like smartphones, computers and large wind turbines, they added.
In a bid to promote healthy development of the industry, the country had suspended the issuance of new licenses for prospecting and mining and adopted production caps, export quotas and stringent environmental standards.
Decades of excessive mining have resulted in extensive environmental damage. Reports indicate that the Chinese government has allocated 10,546 tonnes of export quotas to nine companies that have met the government's environment protection standards. The companies include China Minmetals Corporation and Sinosteel Corporation, among others.
China will die Exporte verdoppeln! Bisherige Gewinnschätzungen für die Explorer und (Junior)Produzenten könnten sich als zu hoch erweisen mit negativem Effekt auf die Aktienkurse ...
China now planning to boost rare earths exports and output
Though China has set its rare earth export quota for 2012 at the same level of 2011, a new plan envisages that China will get Yuan 2 trillion output from the new material industry by 2015, as against a registered output value of Yuan 650 billion in 2010.
Author: Shivom Seth - Posted: Monday , 27 Feb 2012
China is set to double exports of rare earths in 2012 from its drastically lower 2011 levels in order to meet quotas set by the government. Though the overseas sales quota is expected to remain more or less unchanged in 2012, the Asian powerhouse has actually been curbing exports since 2009 in a bid to conserve mining resources and to tackle environmental concerns. A new plan has also been envisaged that will boost output considerably.
In 2011, China set export quotas amounting to 30,184 tonnes. However, its actual rare earth exports totalled only 14,750 tonnes during the first 11 months of 2011, accounting for only 49% of the total quota, according to a statement from the Ministry of Commerce.
This year, the country will be able to meet its export quotas to the full potential as demand from the overseas market appears to have recovered, an official told a newswire agency. China accounts for nearly 90% of the global rare earth supply, but its reserves only account for about one third of the world's total.
Besides, this, China has also outlined a plan to speed up the development of the country's rare earths industry ‘til 2015, in a move that would help maintain rare earth prices, analysts have noted. The plan is meant to fast track the development of its domestic downstream industries that use rare earths, according to the country's Ministry of Industry and Information Technology.
Efforts to develop rare earth manufacturing will focus on cities including Beijing, Baotou in the Inner Mongolia Autonomous Region and Ganzhou in Jiangxi Province.
The plan aims to promote the application rate of production technologies for rare earth functional materials to 70% in the country's high tech industries by 2015. The government has also detailed goals to increase the output capacity for rare earth permanent magnet materials by 20,000 tonnes a year and that of rare earth hydrogen containing alloy powder by 15,000 tonnes a year.
As if in tandem, China's benchmark stock index rose to a 3-month high. Inner Mongolia Baotou Steel Rare Earth Hi Tech Company climbed the highest in five months on prospects that China may double rare earth exports this year. Agency reports said Baotou Steel, China's biggest producer of rare earth, jumped 5.6%, while competitor Xiamen Tungsten Company rose 2.5%.
Analysts tracking the minerals said price of certain rare earths have slid, which in turn has stimulated demand. The average price of lanthanum oxide was quoted at $20,508 a metric tonne in the fourth quarter, 15% lower than in the third quarter.
International prices for some light rare earths, like cerium and lanthanum, used in the polishing of flat screen televisions and the refining of oil respectively, have fallen as much as two thirds since August 2011, said analysts. Morover, prices have declined by roughly one third for highly magnetic rare earths, like neodymium, needed for products like smartphones, computers and large wind turbines, they added.
In a bid to promote healthy development of the industry, the country had suspended the issuance of new licenses for prospecting and mining and adopted production caps, export quotas and stringent environmental standards.
Decades of excessive mining have resulted in extensive environmental damage. Reports indicate that the Chinese government has allocated 10,546 tonnes of export quotas to nine companies that have met the government's environment protection standards. The companies include China Minmetals Corporation and Sinosteel Corporation, among others.
Trading Spotlight
Wie wichtig die Finanzierung für Eisenerz-Explorer ist, konnte man bei Northland Res. sehen, wo dann "plötzlich" nur noch ein Teil durch Bankkredite gedeckt werden konnte und eine extrem verwässernde Kapitalerhöhung kam. Rio Tinto deutet auch auf dieses Risiko hin. Nachfolgend ein Artikel dazu:
Junior iron ore miners likely to face funding issues
Global iron ore miner, Rio Tinto, says juniors will find it difficult to secure funding with financial institutions having tightened credit considerably but played down concerns the market will soon be oversupplied.
Author: By David Stanway and Ruby Lian - Posted: Wednesday , 29 Feb 2012
Tighter credit and labour shortages will thwart miners' plans to boost iron ore output, global miner Rio Tinto said on Tuesday, joining other majors in playing down concerns the market would soon be oversupplied.
No.2 iron ore producer Rio said the world needed 100 million tonnes of new capacity a year for the next eight years, 600 million tonnes to fill expected demand growth and 200 million to replace lost supply in the seaborne market as mines run down.
"Project delays are occurring because of a range of factors, such as tightened credit, shortage of skilled workforce, longer lead times on major items, and the sheer weight of pending approvals for new project development," Sam Walsh, the head of Rio's iron ore unit, said at an industry conference in Beijing.
Walsh said financial institutions had tightened credit considerably amid troubles in the euro zone, which meant banks were more willing to back majors in projects, but the juniors "would find it very, very difficult."
He added, "If you delve into the detailed expansion project announcements, you will see quite clearly that all of the projects that have been announced haven't come on in the time frame they've announced."
Rio, which is ramping up its iron ore production in Western Australia, said it was confident of its own expansion plan and saw itself supplying a quarter of the 100 million tonnes per year of forecast new capacity.
Rio's comments echo those of Brazilian miner Vale SA and Australia's BHP Billiton Ltd, who have warned rising costs were delaying greenfield projects and huge expansions were needed to replace ageing mines.
Industry sources also told Reuters it was becoming harder for the mining minnows to get financing from China, as investors were unwilling to pump millions into inferior projects, especially those yielding poorer grades of ore.
These top three producers, which control around two-thirds of the 1-billion-tonne global seaborne market, plan to ramp up output by more than 300 million tonnes over the next 3 years.
Their ambitious expansion plans, along with those of junior miners eager to cash in on the iron ore bonanza, have prompted some analysts to predict the seaborne market will be oversupplied by 2014 or 2015.
Ian Roper, a commodities strategist at brokerage CLSA, said the industry had to hope the millions of tonnes of announced capacity increases would not happen.
"If everyone did what they said they would, iron ore would be practically free," he said.
Separately, Rio's Walsh also said iron ore prices were expected to remain volatile in the next six months.
The price of the "rust-red gold" has slumped to around $140 a tonne from more than $180 in September, according to Platts .
Junior iron ore miners likely to face funding issues
Global iron ore miner, Rio Tinto, says juniors will find it difficult to secure funding with financial institutions having tightened credit considerably but played down concerns the market will soon be oversupplied.
Author: By David Stanway and Ruby Lian - Posted: Wednesday , 29 Feb 2012
Tighter credit and labour shortages will thwart miners' plans to boost iron ore output, global miner Rio Tinto said on Tuesday, joining other majors in playing down concerns the market would soon be oversupplied.
No.2 iron ore producer Rio said the world needed 100 million tonnes of new capacity a year for the next eight years, 600 million tonnes to fill expected demand growth and 200 million to replace lost supply in the seaborne market as mines run down.
"Project delays are occurring because of a range of factors, such as tightened credit, shortage of skilled workforce, longer lead times on major items, and the sheer weight of pending approvals for new project development," Sam Walsh, the head of Rio's iron ore unit, said at an industry conference in Beijing.
Walsh said financial institutions had tightened credit considerably amid troubles in the euro zone, which meant banks were more willing to back majors in projects, but the juniors "would find it very, very difficult."
He added, "If you delve into the detailed expansion project announcements, you will see quite clearly that all of the projects that have been announced haven't come on in the time frame they've announced."
Rio, which is ramping up its iron ore production in Western Australia, said it was confident of its own expansion plan and saw itself supplying a quarter of the 100 million tonnes per year of forecast new capacity.
Rio's comments echo those of Brazilian miner Vale SA and Australia's BHP Billiton Ltd, who have warned rising costs were delaying greenfield projects and huge expansions were needed to replace ageing mines.
Industry sources also told Reuters it was becoming harder for the mining minnows to get financing from China, as investors were unwilling to pump millions into inferior projects, especially those yielding poorer grades of ore.
These top three producers, which control around two-thirds of the 1-billion-tonne global seaborne market, plan to ramp up output by more than 300 million tonnes over the next 3 years.
Their ambitious expansion plans, along with those of junior miners eager to cash in on the iron ore bonanza, have prompted some analysts to predict the seaborne market will be oversupplied by 2014 or 2015.
Ian Roper, a commodities strategist at brokerage CLSA, said the industry had to hope the millions of tonnes of announced capacity increases would not happen.
"If everyone did what they said they would, iron ore would be practically free," he said.
Separately, Rio's Walsh also said iron ore prices were expected to remain volatile in the next six months.
The price of the "rust-red gold" has slumped to around $140 a tonne from more than $180 in September, according to Platts .
Lachlan finds its gold star in Chile
2012-02-28
Vancouver — In December 2010 Perth-based Lachlan Star (LSA-T,LSA-A) went from exploring in Australia and Africa straight into producing gold in the Americas after buying the CMD gold mine in Andacollo, Chile.
The move followed an unsuccessful foray into gold exploration in Zambia and only moderate success exploring for copper in eastern Australia. Since making the acquisition Lachlan has been working to restructure itself around the roughly 50,000-oz.-per-year heap leach gold mine, with plans to increase production to 75,000 oz. per year by the end of 2012.
Part of its refocusing involved a Toronto stock listing, which Lachlan completed in October 2011. Following modest movement in the first few months, Lachlan started taking off in January after releasing a resource update and has now climbed from 90¢ in early 2012 to a closing high of $1.50 in late February after it released a second resource update on the CMD mine.
The first resource focused on the Toro deposit, one of several active shallow pits at the mine. The update established 17.5 million indicated tonnes grading 0.6 gram gold per tonne for 348,000 oz. gold, plus 11.6 million inferred tonnes grading 0.4 gram gold for 135,000 oz. gold, for a 314% increase in indicated resources and 28% decrease in inferred resources.
The most recent update, which factors in the Toro deposit and three others, established a total resource of 130.1 million indicated tonnes grading 0.4 gram gold for 1.72 million oz. gold, plus 114 million inferred tonnes carrying 0.3 gram gold for 1.26 million oz. gold, representing a 138% increase in indicated and 36% increase in inferred resources compared with global January resource. Both resource updates dropped the cut-off grade from 0.3 gram gold to 0.15 gram gold as the company plans to incorporate low-grade ores through run of mine dump leaching.
Based on 2011 resource numbers, the mine also hosts reserves of 6 million probable tonnes grading 0.8 gram gold for 157,000 oz. gold.
The updated resources followed roughly 31,000 metres of drilling in 2011, while the company has a further 33,000 metres of drilling planned for 2012. This year the company will target drilling in between several pits, as it looks to establish the Toro and Tres Perlas deposits as two super pits that absorb surround deposits, while also upgrading established resources to make mine planning easier and conduction some step-out drilling.
At some point Lachlan also plans to explore the copper potential of the project. The project sits adjacent to Teck Resources’ (TCK.B-T, TCK-N) Carmen de Andacollo copper-gold operation, which reached commercial production in late 2010 and is anticipated to produce 80,000 tonnes of copper and 55,000 oz. gold per year. Both mines sit roughly 350 km north of Santiago.
Lachlan’s own production came in at a little over 11,000 oz. gold in the last quarter of 2011, with 67% of production coming from outside of reserves and 57% outside the previously established resource area. The company stated that the current resources better reflect what it is mining and the current potential. On revenue of A$18.7 million in the quarter, the company managed an after-tax net profit of A$1.9 million.
The company had $14.5 million in cash at the end of December, thanks in part to raising $15.1 million in late 2011. The raise, related to its Toronto listing, had the company issuing 18.4 million special warrants that can be redeemed at $1.20 until August 2013. Lachlan currently has $31.9 million in total liabilities, including $9.4 million in debt obligations due to banks and the vendors of the CMD mine.
Lachlan bought the mine for about US$24 million, including US$9 million in cash and 1 billion shares at 1.5¢ in December 2010. The deal also required Lachlan to pay 2.5% of the value of gold produced from established deposits until the end of 2014, plus 25% of the value of gold produced over 119,000 oz. in the same period, which Lachlan reports as adding about $5 million to the price tag.
Because of the billion-share payment, combined with a financing that included issuing over a billion shares at around the same time, Lachlan had no less than 3.2 billion shares outstanding at the end of 2010. In preparation for its Toronto listing, however, the company instituted a 1 for 60 share rollback in mid-2011, bringing its outstanding shares to 53.6 million and 1.3 million options. Today the company has 75.4 million shares outstanding.
The CMD mine first started production in 1995 and has since produced over 850,000 oz. gold. The company’s filings state that mineralization at the CMD Gold Mine is hosted by the Quebrada Marquesa Formation, which comprises a sequence of intermediate and felsic volcanics and volcanogenic sediments as lava flow, pyroclastic and epiclastic units. The dacite units at the mine contain generally bulk tonnage, low-grade mineralization.
The company also still controls the Bushranger copper project in New South Wales, where it finished a scoping study in early 2011. But following its refocusing on CMD the company optioned it off to Newmont Mining (NMC-T, NEM-N) in September, with the major currently earning in 51% by spending A$1 million within 2 years.
http://www.northernminer.com/news/lachlan-finds-its-gold-sta…
2012-02-28
Vancouver — In December 2010 Perth-based Lachlan Star (LSA-T,LSA-A) went from exploring in Australia and Africa straight into producing gold in the Americas after buying the CMD gold mine in Andacollo, Chile.
The move followed an unsuccessful foray into gold exploration in Zambia and only moderate success exploring for copper in eastern Australia. Since making the acquisition Lachlan has been working to restructure itself around the roughly 50,000-oz.-per-year heap leach gold mine, with plans to increase production to 75,000 oz. per year by the end of 2012.
Part of its refocusing involved a Toronto stock listing, which Lachlan completed in October 2011. Following modest movement in the first few months, Lachlan started taking off in January after releasing a resource update and has now climbed from 90¢ in early 2012 to a closing high of $1.50 in late February after it released a second resource update on the CMD mine.
The first resource focused on the Toro deposit, one of several active shallow pits at the mine. The update established 17.5 million indicated tonnes grading 0.6 gram gold per tonne for 348,000 oz. gold, plus 11.6 million inferred tonnes grading 0.4 gram gold for 135,000 oz. gold, for a 314% increase in indicated resources and 28% decrease in inferred resources.
The most recent update, which factors in the Toro deposit and three others, established a total resource of 130.1 million indicated tonnes grading 0.4 gram gold for 1.72 million oz. gold, plus 114 million inferred tonnes carrying 0.3 gram gold for 1.26 million oz. gold, representing a 138% increase in indicated and 36% increase in inferred resources compared with global January resource. Both resource updates dropped the cut-off grade from 0.3 gram gold to 0.15 gram gold as the company plans to incorporate low-grade ores through run of mine dump leaching.
Based on 2011 resource numbers, the mine also hosts reserves of 6 million probable tonnes grading 0.8 gram gold for 157,000 oz. gold.
The updated resources followed roughly 31,000 metres of drilling in 2011, while the company has a further 33,000 metres of drilling planned for 2012. This year the company will target drilling in between several pits, as it looks to establish the Toro and Tres Perlas deposits as two super pits that absorb surround deposits, while also upgrading established resources to make mine planning easier and conduction some step-out drilling.
At some point Lachlan also plans to explore the copper potential of the project. The project sits adjacent to Teck Resources’ (TCK.B-T, TCK-N) Carmen de Andacollo copper-gold operation, which reached commercial production in late 2010 and is anticipated to produce 80,000 tonnes of copper and 55,000 oz. gold per year. Both mines sit roughly 350 km north of Santiago.
Lachlan’s own production came in at a little over 11,000 oz. gold in the last quarter of 2011, with 67% of production coming from outside of reserves and 57% outside the previously established resource area. The company stated that the current resources better reflect what it is mining and the current potential. On revenue of A$18.7 million in the quarter, the company managed an after-tax net profit of A$1.9 million.
The company had $14.5 million in cash at the end of December, thanks in part to raising $15.1 million in late 2011. The raise, related to its Toronto listing, had the company issuing 18.4 million special warrants that can be redeemed at $1.20 until August 2013. Lachlan currently has $31.9 million in total liabilities, including $9.4 million in debt obligations due to banks and the vendors of the CMD mine.
Lachlan bought the mine for about US$24 million, including US$9 million in cash and 1 billion shares at 1.5¢ in December 2010. The deal also required Lachlan to pay 2.5% of the value of gold produced from established deposits until the end of 2014, plus 25% of the value of gold produced over 119,000 oz. in the same period, which Lachlan reports as adding about $5 million to the price tag.
Because of the billion-share payment, combined with a financing that included issuing over a billion shares at around the same time, Lachlan had no less than 3.2 billion shares outstanding at the end of 2010. In preparation for its Toronto listing, however, the company instituted a 1 for 60 share rollback in mid-2011, bringing its outstanding shares to 53.6 million and 1.3 million options. Today the company has 75.4 million shares outstanding.
The CMD mine first started production in 1995 and has since produced over 850,000 oz. gold. The company’s filings state that mineralization at the CMD Gold Mine is hosted by the Quebrada Marquesa Formation, which comprises a sequence of intermediate and felsic volcanics and volcanogenic sediments as lava flow, pyroclastic and epiclastic units. The dacite units at the mine contain generally bulk tonnage, low-grade mineralization.
The company also still controls the Bushranger copper project in New South Wales, where it finished a scoping study in early 2011. But following its refocusing on CMD the company optioned it off to Newmont Mining (NMC-T, NEM-N) in September, with the major currently earning in 51% by spending A$1 million within 2 years.
http://www.northernminer.com/news/lachlan-finds-its-gold-sta…
Update Cline Mining
Das bisherige Produktionsziel für 2012 kann nicht gehalten werden und wird, wie von mir erwartet, von 2,5 auf 1,7 Mio. t Kohle reduziert. In 2013 dann unverändert die 3,0 Mio. t.
Auch mit diesem, für 2012 reduzierten Ziel, stellt CMK m. E. weiterhin ein attraktives Investment dar.
Hier die heutige Meldung:
Outlook
A total of four continuous mining machines are now employed in two walk-through super-sections in the two coal seams of the New Elk Mine. Two more will be deployed in the second week of March. An additional four continuous mining machines with associated mining equipment have been delivered to the mine and will be introduced into production during May and June 2012.
The ten continuous mining machines will be organized into operating walk-through supersections comprising two continuous miners per supersection, for a total of five operating supersections. Each supersection has a production capacity of 600,000 tons of clean saleable coal annually and the full deployment of five supersections will therefore have a production capacity of 3,000,000 tons of clean coal per year.
Total saleable clean coal production in 2012 is now projected at 1.7 million tons of saleable clean coal, reduced from the previous estimate of 2.5 million tons as a result of not unusual start-up complications in the plant and the mine, now substantially overcome, and unanticipated delays in regulatory approvals, now fully received.
As mentioned above, the New Elk coal mine received the last regulatory approval required for room and pillar mining in the Blue Seam. Regulatory approval had previously been granted for mining the Allen seam. Accordingly, all approvals are now in place for mining in both of the seams required to carry out the long term mining of coal in accordance with the mining plan.
Das bisherige Produktionsziel für 2012 kann nicht gehalten werden und wird, wie von mir erwartet, von 2,5 auf 1,7 Mio. t Kohle reduziert. In 2013 dann unverändert die 3,0 Mio. t.
Auch mit diesem, für 2012 reduzierten Ziel, stellt CMK m. E. weiterhin ein attraktives Investment dar.
Hier die heutige Meldung:
Outlook
A total of four continuous mining machines are now employed in two walk-through super-sections in the two coal seams of the New Elk Mine. Two more will be deployed in the second week of March. An additional four continuous mining machines with associated mining equipment have been delivered to the mine and will be introduced into production during May and June 2012.
The ten continuous mining machines will be organized into operating walk-through supersections comprising two continuous miners per supersection, for a total of five operating supersections. Each supersection has a production capacity of 600,000 tons of clean saleable coal annually and the full deployment of five supersections will therefore have a production capacity of 3,000,000 tons of clean coal per year.
Total saleable clean coal production in 2012 is now projected at 1.7 million tons of saleable clean coal, reduced from the previous estimate of 2.5 million tons as a result of not unusual start-up complications in the plant and the mine, now substantially overcome, and unanticipated delays in regulatory approvals, now fully received.
As mentioned above, the New Elk coal mine received the last regulatory approval required for room and pillar mining in the Blue Seam. Regulatory approval had previously been granted for mining the Allen seam. Accordingly, all approvals are now in place for mining in both of the seams required to carry out the long term mining of coal in accordance with the mining plan.
Zitat von XIO: 21.12.11
Bandanna schaut auch interessant aus:
QR National To Construct A$900 Million Wiggins Island Rail Project
http://uk.advfn.com/p.php?pid=nmona&article=49054186
The coal companies involved are Xstrata Coal, Bandanna Energy, Caledon Resources, Northern Energy Corp., Yancoal Australia, Wesfarmers Curragh and Cockatoo Coal.
27 February 2012
ASX RELEASE/ MEDIA RELEASE
Bandanna Completes Cultural Heritage Management Plans for two projects.
....Under the law, when an Environmental Impact Statement (EIS) is required for a proposed mine, a Cultural Heritage Management Plan (CHMP) must also be developed with the area’s traditional owners. The Kairi People are the Aboriginal Party for the majority of the Springsure Creek (EPC 891), the entire MLA area for the Springsure Creek project, as well as a significant portion of the Arcturus EPC.
Bandanna Energy Limited is currently undertaking EIS studies in both Springsure Creek and Arcturus which form part of some 12 100% owned Exploration Permits for Coal (EPC’s) in the Bowen Basin.....
Zitat von XIO: (ASX: NSE)
05.10.11
NEW STANDARD ENERGY AND CONOCOPHILLIPS
FINALISE GOLDWYER PROJECT FARM-IN
The farm-out formalises the Heads of Agreement signed by the two companies on July 12, 2011.
Under the farm-out agreement, ConocoPhillips will fund up to US$109.5m over four phases of shale
gas exploration work to earn and retain a 75% interest in the Goldwyer Project. Assuming
ConocoPhillips completes all four phases of work, New Standard’s working interest will be reduced to
25%. Additionally, ConocoPhillips will make an upfront payment of AUD$1m to New Standard. The
farm-out agreement is subject to regulatory approvals.
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