Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2505)

[tommy-hl]

Auf der Beobachtungsliste:

Mindoro Resources Ltd.: Significant Upgrade for Kay Tanda Gold-Silver Resource

- Measured and indicated resource now 9.879 Mt at 1.06 g/t Au, containing 337,500 ounces gold.

- An additional 3.74 Mt at 0.81 g/t Au in the inferred category, containing 97,200 ounces gold

Kompletter Bericht:

http://www.marketwire.com/press-release/Mindoro-Resources-Lt…

[Melosar]

Antwort auf Beitrag Nr.: 38.979.357 von stupidgame am 20.02.10 15:39:55

Globale Stahlproduktion im Januar deutlich erholt

BRÜSSEL (dpa-AFX) - Die globale Stahlproduktion hat sich im Januar weiter
erholt. Weltweit wurden 109 Millionen Tonnen Stahl hergestellt, ein Viertel mehr
als vor einem Jahr und 2 Prozent mehr als im Dezember, wie der Weltstahlverband
am Montag in Brüssel mitteilte. In Deutschland stieg die Produktion im Vergleich
zum Januar 2009 um 27,7 Prozent auf 3,4 Millionen Tonnen, in der gesamten EU um
gut ein Drittel auf 13,5 Millionen Tonnen. Nach den verheerenden Einbrüchen im
vergangenen Jahr legten die USA sogar um knapp die Hälfte zu. Mit Abstand
größter Stahlproduzent ist weiter China. Dort wurden im Januar 48,7 Millionen
Tonnen Stahl produziert, 18,2 Prozent mehr als vor einem Jahr.

Der Stahlmarkt war als hochzyklisches Geschäft mit dem Ausbruch der
Wirtschaftskrise im Spätsommer 2008 praktisch über Nacht eingebrochen. Diese
Entwicklung setzte sich bis Ende des ersten Halbjahrs 2009 fort. Inzwischen
schauen die Unternehmen wieder mit größerem Optimismus nach vorn. Die Auslastung
der Werke lag im Januar weltweit bei 72,9 Prozent, 11,6 Prozentpunkte besser als
ein Jahr zuvor und ein Punkt besser als im Dezember./nl/dct/tw

Quelle: dpa-AFX

[stupidgame]

Antwort auf Beitrag Nr.: 38.948.616 von tommy-hl am 16.02.10 09:17:20

Cluff Gold wurde hier schon angesprochen

Ja, einer meiner favorisierten Goldwerte seit etlicher Zeit.
Freitag gab es die Meldung, dass es ein mögliches Übernahmeangebot gibt.
19 February 2010
FOR IMMEDIATE RELEASE
Cluff Gold plc
Response to Share Price Movement
In response to the movement in its share price, Cluff Gold plc ("Cluff") confirms that it has received an approach regarding a possible offer for Cluff from a third party. Discussions are at a very early stage and there can be no certainty that these could lead to an offer for Cluff.
Komplette Meldung:http://moneyextra.uk-wire.com/cgi-bin/articles/2010021909361…

[XIO]

Antwort auf Beitrag Nr.: 38.979.256 von XIO am 20.02.10 14:54:20

PS:

[XIO]

zu Vatukoula:

Quotes from Dave Paxton at this week's minesite forum:--

About 22min 45sec

" that exploration ground is now owned 100% by Vatukoula Gold Mines, that is an epithermal deposit that has introduced gold into a system that we know has got 11,000,000 ounces "

" there is huge exploration potential "

http://clients.westminster-digital.co.uk/minesite/microsite/…

[tommy-hl]

Pinetree vergrößert ihren Anteil bei Cline Mining ... sind gute Nachrichten zu erwarten ...?

Feb 16, 2010
Pinetree Capital Ltd. Acquires Securities of Cline Mining Corp.

Pinetree Capital Ltd. (TSX: PNP), announces that on February 11, 2010, it acquired ownership of 3,000,000 common shares and 1,500,000 common share purchase warrants of Cline Mining Corp. ("Cline"). Each Warrant entitles the holder thereof to acquire one additional common share at a price of $0.40 until February 11, 2012. In the event that the Warrants are fully exercised, these holdings represent approximately 4.5% of the total issued and outstanding common shares of Cline as of February 11, 2010, calculated on a partially diluted basis assuming the exercise of the Warrants only.

As a result of this transaction, Pinetree held, as at February 11, 2010, an aggregate of 16,500,000 common shares of Cline, including the Common Shares, and the Warrants. In the event that the Warrants are fully exercised, the holdings of Pinetree represents a total of 18,000,000 common shares of Cline, or approximately 18.0% of all issued and outstanding common shares as at February 11, 2010, calculated on a partially diluted basis assuming the exercise of the Warrants only.

These transactions were made for investment purposes and Pinetree could increase or decrease its investment in Cline depending on market conditions or any other relevant factor.

About Pinetree
Pinetree Capital Ltd. ("Pinetree") was incorporated under the laws of the Province of Ontario and its shares are publicly-traded on the Toronto Stock Exchange ("TSX") under the symbol "PNP". Pinetree is a diversified investment and merchant banking firm focused on the small cap market. Pinetree's investments are primarily in the resources sector: Uranium, Oil & Gas, Precious Metals, Base Metals and Potash, Lithium and Rare Earths. Pinetree's investment approach is to develop a macro view of a sector, build a position consistent with the view by identifying micro-cap opportunities within that sector, and devise an exit strategy designed to maximize our relative return in light of changing fundamentals and opportunities.

[Popeye82]

bei der von Mao ins Spiel gebrachten AMX.AX wird von Deren Seite vermutet, dass das nächste Ziel innerhalb von 12Monaten bei 2.5 -3.5Mio Oz liegt, was das "Multi Mio Oz Potenzial" wohl unterstreichen würde:
www.ampella.com.au/public/documents/4/6/100202-1 Fairfax Sit…

[tommy-hl]

Eisenerz:

Tuesday, 16 Feb 2010
Reuters cited some analysts as saying that despite tough talk by the world's big iron ore miners will not win them the 100% annual price the spot market suggests, but an agreement, if reached, should outstrip the 40% expected earlier.

Mr James Wilson, a mining analyst for DJ Carmichael said “There's no reason why the mining companies should feel a need to accept anything less. The alternative is for the mills to buy on the spot market, which is way up on this year's benchmark.”

Vale, Rio Tinto and BHP Billiton are locked in talks with Asian steel mills to set the next annual benchmark price even as ore is increasingly being diverted into spot contracts. They will push steel mills to either accept one of the highest annual price hikes on record or take their chances in a spot market that has more than doubled in the past 12 months.

BHP Billiton offered its clearest indication yet it was looking for a substantial increase in iron ore contract prices when chief executive Marius Kloppers repeatedly highlighted the near 100% gap between last year's benchmark and current forward prices.

[tommy-hl]

Cluff Gold wurde hier schon angesprochen

February 15, 2010
Cluff Gold Is Well On The Way To Becoming A 300,000 Ounce Per Year Producer By 2012
By Alastair Ford - minesite

Algy Cluff’s in a fairly relaxed frame of mind when he phones up for a chat about Cluff Gold’s latest set of operating numbers. Nothing’s ever completely trouble free in the world of mining, and Cluff’s Kalsaka and Angovia mines in West Africa are no exception, but in terms of the broad brush strokes these numbers make for very healthy reading indeed. Driven primarily by output from Kalsaka in Burkina Faso, Cluff is powering on towards the 100,000 ounce per year mark, and is now almost there. Annualised, the company is now producing at a rate of just over 95,000 ounces per year, and as the ramp up continues, Algy reckons that 100,000 ounces will be reached in fairly short order. Indeed, he’s hopeful that this year the company will actually do more than that – 120,000 ounces, no less – but we’ll have to wait until later in the year to find out how that pans out.

Fast forward to 2012, though, and the company will, with any luck, have transformed itself once again. By then the plan is to be in production from what is now officially designated the “flagship” project, the Baomahun project in Sierra Leone, where Cluff already has the broad outlines of a 200,000 ounce per year operation in place. SRK is currently finishing off its studies there, and should be reporting by the end of the current quarter.

The official line is that the company is investigating plans to build a plant with a throughput capability of between 1.25 million tonnes and two million tonnes per year, with the capital costs running from US$170 million at the lower end of the throughput range, or up to US$200 million at the higher end. However, Algy reckons that those costs may be brought down further by the time the company actually comes to raise the money, and has high hopes that new chief operating officer Peter Spivey can bring the requirement at Baomahun down to US$150 million.

Time will tell on that one too, but as things stand, Cluff’s investors have plenty to be pleased about. The company’s shares have more than doubled in the last nine months to the current 65p. Indeed they’ve risen six-fold if you take the rather unrepresentative multi-year low of 10p hit at the end of 2008 as your starting point. More to the point with around US$120,000 per day cash flow now coming in, and the gold price still high, it doesn’t look the company’s investors are going to be tapped for any more money any time soon, at least not until the major development at Baomahun gets rolling.

The official cash position of the company stood at US$2.55 million at the end of December, though there was some debt too. But a US$7 million snag involving VAT in Burkina Faso is currently in the process of resolution, such that the company received US$1.7 million last week, and expects another US$5 million to come in over the next couple of weeks. That should tide things over nicely as the gold operations bed down and the company begins to think about approaching the markets for the money for Baomahun.

Quite what form the fundraising for Baomahun will take isn’t yet clear. Algy concedes that he has strong backing in America for development at Baomahun, and adds that he’s already initiated conversations with banks. There’s likely to be plenty of appetite, given that Baomahun is the reason that many of the Americans came into Cluff in the first place. What’s more, although the early studies seem to show that the project is more than capable of supporting a 200,000 ounces operation straight off, Algy’s quick to point out that actually 75 per cent of the mineralized trend on which Baomahun sits has yet to be properly explored.

The government of Sierra Leone wants early cashflow, he says, and Cluff isn’t averse to it either, so the number one priority is to get a mine up and running. But the possibility that a few years down the line it might be of an order of magnitude bigger than the one currently envisaged seems very real.

Be that as it may, the current company thinking is that by the end of 2012, Cluff Gold will be a plus 300,000 ounce producer, and a strong contender for a place at the mid-tier table. That’s not a bad position to be in when gold seems to be consolidating at a level between US$1,000 and US$1,200. Algy, for one, is more than happy with that price. At the moment he makes comfortable, if not huge, margins on his West African mines, where costs are running at between US$500 and US$600 per ounce, and may even fall to below US$500 if Peter Spivey can work his magic. And the initial stages of Baomahun should be an easy open pit mine, so costs won’t be too onerous there, either.

In fact, were the gold price to go much higher, Algy says he might start feeling uneasy. At that stage, he reckons, workers would start persecuting mining companies for higher wages, and governments would start persecuting mining companies for greater royalties. The resultant squeeze would more than undo any gains from the higher price. It’ll be interesting to see what happens if the euro cracks up, but in so far as events which Cluff can control are concerned, the next news is likely to be more drilling results from Baomahun, followed by financials in April. All being well, the company will be able to report yet more progress on the production front by then.

[XIO]

Antwort auf Beitrag Nr.: 38.921.424 von XIO am 10.02.10 20:34:44