Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2489)
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September 02, 2010
It's Only A Matter Of Time Before The Market Recognises The Value Of The Stake Red Rock Resources Holds In Jupiter Mines
http://www.minesite.com/nc/minews/singlenews/article/its-onl…
It's Only A Matter Of Time Before The Market Recognises The Value Of The Stake Red Rock Resources Holds In Jupiter Mines
http://www.minesite.com/nc/minews/singlenews/article/its-onl…
Übersetzung von Englisch in Deutsch
Speziell hingewiesen, dass Wellington Avion Gold (AVR.TSXV) und AurizonMines (AZK) die meisten profitiert, da sie im Zusammenhang mit Nettoinventarwert pershare Wachstum, während Kinross Gold (KGC), Avion und Aurizon "haben die größten 2011 EPS-Wachstum." San Gold (SGR.TSXV), Avion und IAMGOLD (IAG) 2011 haben die größte Cash-Flow pro Aktie nach der Investment Bank Research-Analysten
http://www.goldalert.com/stories/Gold-Price-Breaks-Through-1…
Speziell hingewiesen, dass Wellington Avion Gold (AVR.TSXV) und AurizonMines (AZK) die meisten profitiert, da sie im Zusammenhang mit Nettoinventarwert pershare Wachstum, während Kinross Gold (KGC), Avion und Aurizon "haben die größten 2011 EPS-Wachstum." San Gold (SGR.TSXV), Avion und IAMGOLD (IAG) 2011 haben die größte Cash-Flow pro Aktie nach der Investment Bank Research-Analysten
http://www.goldalert.com/stories/Gold-Price-Breaks-Through-1…
Noventa Confirms New High Grade Tantalum Discovery at Marropino
http://www.sharecrazy.com/share2607share/share.php?disp=news…
http://www.sharecrazy.com/share2607share/share.php?disp=news…
Flagship field set to double Afren output
http://uk.finance.yahoo.com/news/flagship-field-set-to-doubl…
Afren (LSE: AFR.L - news) said it will more than double production by 2011 as its flagship oilfield comes on stream in Nigeria at the end of this year.
Osman Shahenshah, chief executive, said that the development of Afren's offshore Ebok field will add 35,000 barrels of oil equivalent per day (boe/d) to the company's existing production of 20,400 boe/d.
The FTSE 250 explorer, which has used its local relationships to acquire a string of assets in Nigeria and west Africa once held by foreign oil majors, announced a pre-tax profit for the six months to June 30, of $75.4m (£49.1m), up from a $37.4m loss last year. It is Afren's first profit since joining Aim in 2005.
It came despite decreased production, down from 22,900 boe/d to 20,400, reflecting the combined effect of higher oil prices and lower costs.
Dougie Youngson, oil analyst at Arbuthnot Securities, said Afren's results were in line with expectations but warned there could yet be a delay with the Ebok field.
"Obviously there's some fall out from BP in the Gulf of Mexico ... but the [Ebok] delay is weeks rather than months. The crux in the short-term remains the company's Nigerian assets and then more prospectively, they have some interesting exploration plays in East Africa," said Mr Youngson.
Afren, part of a new breed of so-called indigenous African oil companies snapping at the heels of the foreign majors, has assets in Ivory Coast, Ghana, Congo-Brazzaville and Sao Tome and Principe. As part of its plans to expand into a pan-African company, in June the group bought Canada's Black Marlin for $101m in a deal that gave it a significant foothold in some of east Africa's highly prospective acreage. Black Marlin operates in Kenya, Ethiopia, the Seychelles and Madagascar, with 1.2bn boe in net resources.
Galib Virani, associate director, said Afren could make further Nigerian acquisitions this year as it seeks to take advantage of majors such as Shell (LSE: RDSB.L - news) and Exxon, the previous operator of the Ebok field, scaling down operations in the country. He said: "We think there's approximately 120 fields in Nigeria holding between 80-120m barrels that are currently lying fallow under the majors. We're progressing a number of discussions over some of those opportunities in the second-half."
http://uk.finance.yahoo.com/news/flagship-field-set-to-doubl…
Afren (LSE: AFR.L - news) said it will more than double production by 2011 as its flagship oilfield comes on stream in Nigeria at the end of this year.
Osman Shahenshah, chief executive, said that the development of Afren's offshore Ebok field will add 35,000 barrels of oil equivalent per day (boe/d) to the company's existing production of 20,400 boe/d.
The FTSE 250 explorer, which has used its local relationships to acquire a string of assets in Nigeria and west Africa once held by foreign oil majors, announced a pre-tax profit for the six months to June 30, of $75.4m (£49.1m), up from a $37.4m loss last year. It is Afren's first profit since joining Aim in 2005.
It came despite decreased production, down from 22,900 boe/d to 20,400, reflecting the combined effect of higher oil prices and lower costs.
Dougie Youngson, oil analyst at Arbuthnot Securities, said Afren's results were in line with expectations but warned there could yet be a delay with the Ebok field.
"Obviously there's some fall out from BP in the Gulf of Mexico ... but the [Ebok] delay is weeks rather than months. The crux in the short-term remains the company's Nigerian assets and then more prospectively, they have some interesting exploration plays in East Africa," said Mr Youngson.
Afren, part of a new breed of so-called indigenous African oil companies snapping at the heels of the foreign majors, has assets in Ivory Coast, Ghana, Congo-Brazzaville and Sao Tome and Principe. As part of its plans to expand into a pan-African company, in June the group bought Canada's Black Marlin for $101m in a deal that gave it a significant foothold in some of east Africa's highly prospective acreage. Black Marlin operates in Kenya, Ethiopia, the Seychelles and Madagascar, with 1.2bn boe in net resources.
Galib Virani, associate director, said Afren could make further Nigerian acquisitions this year as it seeks to take advantage of majors such as Shell (LSE: RDSB.L - news) and Exxon, the previous operator of the Ebok field, scaling down operations in the country. He said: "We think there's approximately 120 fields in Nigeria holding between 80-120m barrels that are currently lying fallow under the majors. We're progressing a number of discussions over some of those opportunities in the second-half."
Antwort auf Beitrag Nr.: 40.050.732 von MFC500 am 26.08.10 17:02:37In Strong Tantalum Market, Noventa Exceeds Targets at Mozambique Mine
JOHANNESBURG--August 30, 2010--Researched by Industrial Info Resources (Sugar Land, Texas)--Within a week of tantalum-mining company Noventa Limited's (LSE:NVTA) (St. Helier, Jersey) announcing that it had made the first shipment of tantalum concentrate to Asia from the Marropini mine in Mozambique, the company announced what sources described as a "significant additional deposit" of tantalum in the Marropini license area.
The shipment to Asia was achieved earlier than scheduled, as a result of production levels that were higher than anticipated after mining commenced in April. The 8,000-kilogram shipment in August will be followed by a second shipment in October. In July this year, Noventa reported 51% tantalum recovery at the mine, which was well up from the rates before May 2009, which were between 30% and 35%.
As a part of a strategic plan announced earlier this year, the company has targeted an annual production rate at Marropino of more than 500,000 pounds of tantalum pentoxide (Ta205) per year in 2010-11. This will represent a 70% increase over production at the commencement of operations. As part of the strategy to become the global low-cost tantalum-mining leader, Noventa will also upgrade the capability and infrastructure at the Marropino facilities to handle material from the company's sites at Mutala, Morrua and other adjacent locations.
The August shipment was made through the Mozambican port of Quelimane, which although 350 kilometers away from the mine, is the closest port to the project and presents overall land- and sea-route benefits compared to the alternative of overland delivery to Namibia's Walvis Bay on the southeast coast of Africa.
Eric Kohn, a nonexecutive chairperson at Noventa, said that he was delighted that the company had begun shipments to their two key customers. "I am also especially pleased that we have been able to meet our stated objective to use a Mozambique port. This not only shortens our logistic tail, but also provides welcome support to Mozambique's growing infrastructure," he said.
The new deposit discovery is in an area of about one square kilometer, two kilometers to the southeast of the existing mine, and is part of Project Ligonha, which the company announced in June. The discovery is undergoing independent assays and a sampling program that will accurately define the shape, potential tonnages and grades of the discovery, which could extend the life of the Marropino mine and provide up to 12 months of supply at the expanded production rate, according to Kohn.
There is a renewed buzz in the tantalum market, as the metal's post-recession price moves upward. Tantalum is a key substance for the electronics and high-tech industries as it is essential in manufacturing capacitors for mobile phone motherboards and a range of audio and video equipment. Tantalum consumption could exceed supply next year.
This market upturn could see what was the world's largest tantalum mine, the Woodinga mine in Pilbara, Western Australia, reopening after being closed in 2008, as the global recession hit. A 110% rise in spot prices since December 2009, from $38 per pound to $80 per pound in July, is increasing the prospects of the mine's restarting. The mine previously supplied up to 30% of global demand.
Illegal mines in the Democratic Republic of Congo, which are estimated to supply up to 35% of global tantalum, could feel a market chill from a bill passed in the U.S. that requires manufacturers to identify the sources of their input materials. This would identify "conflict tantalum" in the same way as "conflict diamonds" and would heavily curtail market access and production.
Noventa will continue mapping and exploring in Mozambique's Zambesia province and is looking to bring the Mutula resource into production by 2012 and the Morrua resource into production not later than 2015, with both sites leveraging off the existing infrastructure of Marropino.
Industrial Info Resources (IIR) is the leading provider of global market intelligence specializing in the industrial process, heavy manufacturing and energy markets. IIR's quality-assurance philosophy, the Living Forward Reporting Principle™, provides up-to-the-minute intelligence on what's happening now, while constantly keeping track of future opportunities.
JOHANNESBURG--August 30, 2010--Researched by Industrial Info Resources (Sugar Land, Texas)--Within a week of tantalum-mining company Noventa Limited's (LSE:NVTA) (St. Helier, Jersey) announcing that it had made the first shipment of tantalum concentrate to Asia from the Marropini mine in Mozambique, the company announced what sources described as a "significant additional deposit" of tantalum in the Marropini license area.
The shipment to Asia was achieved earlier than scheduled, as a result of production levels that were higher than anticipated after mining commenced in April. The 8,000-kilogram shipment in August will be followed by a second shipment in October. In July this year, Noventa reported 51% tantalum recovery at the mine, which was well up from the rates before May 2009, which were between 30% and 35%.
As a part of a strategic plan announced earlier this year, the company has targeted an annual production rate at Marropino of more than 500,000 pounds of tantalum pentoxide (Ta205) per year in 2010-11. This will represent a 70% increase over production at the commencement of operations. As part of the strategy to become the global low-cost tantalum-mining leader, Noventa will also upgrade the capability and infrastructure at the Marropino facilities to handle material from the company's sites at Mutala, Morrua and other adjacent locations.
The August shipment was made through the Mozambican port of Quelimane, which although 350 kilometers away from the mine, is the closest port to the project and presents overall land- and sea-route benefits compared to the alternative of overland delivery to Namibia's Walvis Bay on the southeast coast of Africa.
Eric Kohn, a nonexecutive chairperson at Noventa, said that he was delighted that the company had begun shipments to their two key customers. "I am also especially pleased that we have been able to meet our stated objective to use a Mozambique port. This not only shortens our logistic tail, but also provides welcome support to Mozambique's growing infrastructure," he said.
The new deposit discovery is in an area of about one square kilometer, two kilometers to the southeast of the existing mine, and is part of Project Ligonha, which the company announced in June. The discovery is undergoing independent assays and a sampling program that will accurately define the shape, potential tonnages and grades of the discovery, which could extend the life of the Marropino mine and provide up to 12 months of supply at the expanded production rate, according to Kohn.
There is a renewed buzz in the tantalum market, as the metal's post-recession price moves upward. Tantalum is a key substance for the electronics and high-tech industries as it is essential in manufacturing capacitors for mobile phone motherboards and a range of audio and video equipment. Tantalum consumption could exceed supply next year.
This market upturn could see what was the world's largest tantalum mine, the Woodinga mine in Pilbara, Western Australia, reopening after being closed in 2008, as the global recession hit. A 110% rise in spot prices since December 2009, from $38 per pound to $80 per pound in July, is increasing the prospects of the mine's restarting. The mine previously supplied up to 30% of global demand.
Illegal mines in the Democratic Republic of Congo, which are estimated to supply up to 35% of global tantalum, could feel a market chill from a bill passed in the U.S. that requires manufacturers to identify the sources of their input materials. This would identify "conflict tantalum" in the same way as "conflict diamonds" and would heavily curtail market access and production.
Noventa will continue mapping and exploring in Mozambique's Zambesia province and is looking to bring the Mutula resource into production by 2012 and the Morrua resource into production not later than 2015, with both sites leveraging off the existing infrastructure of Marropino.
Industrial Info Resources (IIR) is the leading provider of global market intelligence specializing in the industrial process, heavy manufacturing and energy markets. IIR's quality-assurance philosophy, the Living Forward Reporting Principle™, provides up-to-the-minute intelligence on what's happening now, while constantly keeping track of future opportunities.
Trading Spotlight
Sehr interessante Seite, mit deren Hilfa man Kalkulationen / Bewertungsmodelle auf Basis der Projektdaten seiner Favoriten vornehmen kann:
(Hier am Bsp. von Perseus)
http://shareknow.net/companies/2911
(Hier am Bsp. von Perseus)
http://shareknow.net/companies/2911
"
A1 Minerals (ASX:AAM) looks cheap right now. The company is currently ramping up production towards 2,500 oz/month, and we expect them to reach this rate in October. We anticipate a production of 6000 oz for this quarter, at an average cash cost of A$700/oz, bringing in A$3.6M in cashflows for this quarter. Annualized, this means a cashflow of A$14M, whilst the current marketcap is only 32M. So if the company is able to reach its proposed (?) output, A1 Minerals looks like a sure thing. Moreover, the company currently has 1.9M oz of gold in reserves and resources.
Not so long ago, we weren’t entirely convinced by the prospects of Kangaroo Resources (ASX:KRL). But with current shareprice at A$0.125, we are tempted to buy some. As soon as the company can make its next shipments of coal for export, cashflow should come in, providing steady growth over the coming years. We are now taking a position in Kangaroo.
Red 5 (ASX:RED) also seems attractive right now. Current market capitalisation is A$130M, and they hold 55M in cash. The company also announced a debt financing to bring its Siana gold project in production by July 2011, planning to produce 90,000oz of gold at a cash cost of 355USD/oz over a 10 year minelife. Based on a 1200 gold price, the company now trades at only twice the cashflow, so we wouldn’t be surprised to see A$0.40-0.50 within the next two years. Because of the company’s healthy cash position, we don’t think further dilution will be necessary.
American Manganese (AMY.V) will announce a new resource update in September, and we are anticipating a significant upgrade from inferred resources to the measured and indicated categories. We are happy to buy some more at C$0.20.
Iron Ore Holdings (ASX:IOH) announced another resource upgrade. Total resources now stand at almost half a billion tonnes DSO, which makes the company more or less unavoidable for any major in the sector. We anticipate 3 further resource updates this year, and wouldn’t be surprised to see a 600million tonne resource estimate by the end of this year. Despite the upgrades, the company is now trading below our entry point for the Mining Top 25, and this might be the chance to average down. Even if Rio Tinto walks away, we think there are several other options available for the company."
Aldrin Resources (ALN.V) was disappointing at Keystone, but all hope remains focused on the Longline property which is currently being drilled. We hope to see the first drill assays in the next few weeks.
Churchill Mining (CHL.L) is expected to bring out its Definitive Feasibility Study in September. If they succeed to demonstrate the viability of the current 35M tonne per year scenario, things could go fast from there on. Takeovers are daily business now in the coal sector, and with a 35M tpa production, Churchill Mining will automatically appear on some radar screens.
Coal of Africa (ASX:CZA) is still confident it can start production from its Vele coking coal mine by the end of this year, despite environmental troubles. We are buying Coal of Africa below A$1.40.
Kindly yours,
The Caesars Report Team
A1 Minerals (ASX:AAM) looks cheap right now. The company is currently ramping up production towards 2,500 oz/month, and we expect them to reach this rate in October. We anticipate a production of 6000 oz for this quarter, at an average cash cost of A$700/oz, bringing in A$3.6M in cashflows for this quarter. Annualized, this means a cashflow of A$14M, whilst the current marketcap is only 32M. So if the company is able to reach its proposed (?) output, A1 Minerals looks like a sure thing. Moreover, the company currently has 1.9M oz of gold in reserves and resources.
Not so long ago, we weren’t entirely convinced by the prospects of Kangaroo Resources (ASX:KRL). But with current shareprice at A$0.125, we are tempted to buy some. As soon as the company can make its next shipments of coal for export, cashflow should come in, providing steady growth over the coming years. We are now taking a position in Kangaroo.
Red 5 (ASX:RED) also seems attractive right now. Current market capitalisation is A$130M, and they hold 55M in cash. The company also announced a debt financing to bring its Siana gold project in production by July 2011, planning to produce 90,000oz of gold at a cash cost of 355USD/oz over a 10 year minelife. Based on a 1200 gold price, the company now trades at only twice the cashflow, so we wouldn’t be surprised to see A$0.40-0.50 within the next two years. Because of the company’s healthy cash position, we don’t think further dilution will be necessary.
American Manganese (AMY.V) will announce a new resource update in September, and we are anticipating a significant upgrade from inferred resources to the measured and indicated categories. We are happy to buy some more at C$0.20.
Iron Ore Holdings (ASX:IOH) announced another resource upgrade. Total resources now stand at almost half a billion tonnes DSO, which makes the company more or less unavoidable for any major in the sector. We anticipate 3 further resource updates this year, and wouldn’t be surprised to see a 600million tonne resource estimate by the end of this year. Despite the upgrades, the company is now trading below our entry point for the Mining Top 25, and this might be the chance to average down. Even if Rio Tinto walks away, we think there are several other options available for the company."
Aldrin Resources (ALN.V) was disappointing at Keystone, but all hope remains focused on the Longline property which is currently being drilled. We hope to see the first drill assays in the next few weeks.
Churchill Mining (CHL.L) is expected to bring out its Definitive Feasibility Study in September. If they succeed to demonstrate the viability of the current 35M tonne per year scenario, things could go fast from there on. Takeovers are daily business now in the coal sector, and with a 35M tpa production, Churchill Mining will automatically appear on some radar screens.
Coal of Africa (ASX:CZA) is still confident it can start production from its Vele coking coal mine by the end of this year, despite environmental troubles. We are buying Coal of Africa below A$1.40.
Kindly yours,
The Caesars Report Team
MAA war hier auch mal im Gespräch.. bei der Gelegenheit `ne interessante Diskussion aus dem MAA-Thread auf SH zum ehemaligen Eckhof-Wert ELM:
Äusserst interessante Diskussion im MAA-Thread auf SH:
1. http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…
2. http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…
3. http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…
Äusserst interessante Diskussion im MAA-Thread auf SH:
1. http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…
2. http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…
3. http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…
Antwort auf Beitrag Nr.: 40.062.230 von MFC500 am 28.08.10 22:29:04Ich denke mal er meint den aktuellen Börsenwert der Unternehmung von 19,2 Mio GBP zu dem Potential der Firma.
Antwort auf Beitrag Nr.: 40.052.149 von XIO am 26.08.10 20:35:2019.2 Mio br. Pound MK.. wie ordnest du das ein?...
was meinst du damit?
was meinst du damit?
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