Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2513)

[recession]

Antwort auf Beitrag Nr.: 38.633.432 von stupidgame am 27.12.09 14:20:42

Was ist Dein Einstiegspreiss fuer Nevsun Resources? Sieht so aus als ob eine heftige korrektion faellig ist. Ich wurde nich raten jetzt einzusteigen.

[MFC500]

Ein Fehler: Die Marktkap. von MGA.TO beträgt C$192 Mio

[MFC500]

Vielleicht etwas für Uran-Freaks:

Mega Uranium (MGA.TO, http://www.megauranium.com/main/?home)



(Ben Lomond and Maureen uranium resources are subject to a Queensland State Government policy that presently prohibits the mining of uranium)

Wichtigstes Projekt ist Lake Maitland (http://www.megauranium.com/main/?lakeMaitlandRedport), das derzeit vorangetrieben wird mit dem Ziel des Produktionsbeginns in 2012. Eine DFS soll bis 30.06.10 vorliegen. Im Oktober hat man die Minenlizenz erhalten, übrigens "the first mining lease to be granted for a uranium project in Western Australia since the newly elected State Government announced in 08 that it had removed the ban on uranium mine development in Western Australia."

Japan Australia Uranium Resources Development Company (JAURD) und ITOCHU Corp können zusammen 35% an Lake Maitland durch gestaffelte Zahlungen von insgesamt U$49 Mio erwerben (http://www.megauranium.com/main/?newsReleases&293). Mit diesen hätte man starke Partner an Bord.

Ohnehin, und das hat letztlich meine Aufmerksdamkeit geweckt, ist Mega finanziell sehr gut aufgestellt. Zum 30.09. verfügte das Unternehmen über C$22,3 Mio Cash. Im Oktober wurden über eine Kapitalerhöhung zu 85 Ca-Cents (aktueller Kurs: 78 Ca-Cent) weitere C$50 Mio eingenommen. (Derzeit) wie ich finde eine beachtliche Summe für einen Uran-Explorer. Finanzschulden existieren nicht.

Die Marktkapitalisierung liegt bei C$142 Mio

aktuelle Präsentation: http://www.megauranium.com/Presentation-November-2009%20Fina…

[MFC500]

Antwort auf Beitrag Nr.: 38.633.432 von stupidgame am 27.12.09 14:20:42

Es gab auch immer wieder Auseinandersetzungen mit Äthiopien seit der Abspaltung. Politisch sehr fragile Situation. Daher würde ich Nevsun nie kaufen, trotz exzellenter Projektparameter.

[stupidgame]

Öfter erwähnt hier, immer mit Risiko-Hinweis:
Nevsun Resources

Für mich hat deren Bisha-Mine mit die besten, jemals gesehenen, Projektdaten.
Nun hat aber das erste Mal das Polit-Risiko zugeschlagen. Über Eritrea sind UN-Sanktionen verhängt worden. Auch ohne erstmal eine Aussage über eventuelle Auswirkungen auf das Bisha Projekt machen zu können wurde die Aktie am verkürzten Handelstag 24.12 bei hohem Volumen stark abverkauft. Die eigentlichen Arbeiten bis zum jetzigen Zeitpunkt scheinen aber vorerst "on track", so wie es ausschaut. Es gab 3 News am 24.

http://finance.yahoo.com/news/Nevsun-Resources-Ltd-UN-iw-412…

http://finance.yahoo.com/news/Nevsun-Resources-Ltd-Bisha-iw-…

http://www.reuters.com/article/idAFN2418708420091224?rpc=44

[MFC500]

YTC (http://www.ytcresources.com/public/default.aspx?id=1&categor… hat im September 100% des Hera Project und 80% des angrenzenden Nymagee Joint Venture erworben.

The Hera Gold Project and Nymagee Joint Venture are located 100km south-east of the mining town of Cobar in central NSW and include the undeveloped Hera gold-base metal deposit. The Hera deposit was discovered by Pasminco in 2001 and advanced to pre-feasibility by Triako Resources in the period 2002 to 2006. The Hera Project was acquired by CBH in the $70m takeover of Triako Resources in 2006. Hera is considered an ideal project for YTC for the following reasons:

The Hera deposit is an advanced, high grade gold deposit with base-metal credits capable of generating high margin production revenues.

The project is located in a low-risk, established mining province close to YTC’s technical base in central NSW.

The project represents an ideal fit for the company’s technical skills and capacity to rapidly develop a mining operation.

The Project contains outstanding exploration upside, with the potential to significantly expand the existing resource.


YTC hat im Oktober eine Kapitalererhöhung über A$25 Mio durchgezogen, hat keine Finanzschulden, ist mithin sehr solide aufgestellt. Derzeit arbeitet man an einem Update zur BFS, das nach eigenem Bekunden sehr positiv ausfallen dürfte. Schon die BFS zeigt, welches Potential hier schlummert:

Bei einem Goldpreis von $800/oz (!) ergäbe sich bereits ein jähr. Cashflow von A$29 Mio - und das nur für die sog. Main Lense, die zunächst bearbeitet werden soll.



Demgegenüber beträgt die Marktkap. lediglich A$39 Mio.
Mit der Yunnan Tin Group hat man zudem einen starken Partner an Bord. Tin hat ihr Interesse insofern unterstrichen, als sie zusätzliche 3,8 Mio Aktien gezeichnet hat, um ihren Anteil von 25,8% an YTC aufrecht zu erhalten.

Präsentation: http://www.ytcresources.com/public/documents/4/1/Investor_Pr…

[XIO]

klare Aussage mit allen Für und wider:

BROKER CALL: Cazenove initiaites Afren with an outperform rating

2 December, 2009 09:22:30 AM



Broker says: 'Given the location of Afren's assets, its stock market value is inevitably volatile, as investor risk appetite ebbs and flows. We expect the extreme volatility experienced 12 months ago will not recur following Afren's move from AIM to the main Market. Afren's assets in Nigeria also show a large range of resources that, subject to drilling results, may prove-up material value upside. We therefore expect the shares to occupy a broad bandwidth around our core NAV, making it tricky to prescribe a fair value for this name. We therefore suggest a range from 110p to 120p.'

[XIO]

falls jemand die vorhergehenden Interviews auf www.dyor.de gelesen hat, wir planen ein exklusives Interview mit Nick Jorss von http://www.stanmorecoal.com.au

wird hoffentlich zum Wochenende fertig!

Evtl hat ja jemand im vorab `ne Meinung zur Company?

[XIO]

China Sun ist jetzt erstmal erledigt, der Wert ist gut gelaufen, hab nicht die ganze Chausse mitgenommen, weil ich mittendrin mal ausgestiegen war.

[tommy-hl]

2. Versuch zum Thema Kamerun:


December 02, 2009
Cameroon: Oil and Mineral Investment Projects
By David Lewis and Richard Valdmanis

Cameroon hopes to triple electricity output to 3,000 MW by 2020 through a series of hydro and thermal generation projects, the government said this month. The move is aimed at increasing public access to power in the West African coastal nation while also paving the way to expand the energy-intensive mining sector. Below is a list of investment projects in a country aiming to further develop its energy and mineral resources and expand its ports:

ALUMINIUM, BAUXITE

- Rio Tinto Alcan is a partner with Cameroon's government in Alucam, a bauxite mining operation scheduled to include a 1 million tonne aluminium smelter at Kribi. Rio has said the project, including a 1,000 megawatt hydroelectric dam to power the smelter, will cost 140 billion CFA francs ($317.6 million). Construction timeline is 2015-18.

- U.S. firm Hydromines, the United Arab Emirates's Dubai Aluminium (DUBAL) and India's Hindalco Industries have formed Cameroon Alumina Limited (CAL), a bauxite mining operation. The consortium says it has found 550 million tonnes of bauxite and is targeting at least another 200 million tonnes.

With start-up planned for 2013, the consortium plans to invest $5-6 billion in a bauxite mining and refinery project at Ngaoundal, north of the capital, Yaounde, and a railway linking the project to the port of Kribi, 860 km away. The expected bauxite output is 4.5-9 million tonnes per annum.

COBALT

- Toronto-listed Geovic owns 60 percent of a nickel-cobalt-manganese project in Nkamouna, in eastern Cameroon. Geovic expects to produce 4,200 tonnes of cobalt per year and 2,100 tonnes of nickel per year for 21 years. But Geovic said in early 2009 production would be delayed until 2012 and investment was cut to $250 million from $370 million.

IRON ORE

- Australia's Sundance Resources has an exploration permit for the Mbalam deposits. Sundance was scheduled to begin exporting iron ore from its $2.46 billion project by 2011 but the firm is involved in tax wrangles with the government and announced in November that production would be delayed to 2013 due to the global slowdown. Reserves are estimated at roughly 2.5 billion tonnes, including 2.325 billion tonnes of itabirite hematite and 215 million tonnes of high grade hematite.

Once operational, Sundance hopes to produce some 35 million tonnes of ore per year, bringing in $5 billion in royalties, taxes, and dividends during the 25-year life of the mine.

- The UK's African Aura Mining Inc. is exploring its 100 percent owned Nkout iron project located at Djoum in southern Cameroon, adjacent to Sundance's Mbalam project.

- Australia's Legend Mining Limited in September 2009 acquired a 90 percent interest in two exploration permits covering an area of approximately 2,400 km2 after it obtained 90 percent ownership of Camina (Cameroon Mining Action) SA.

URANIUM

- Nu Energy Corporation, a subsidiary of Canada's Mega Uranium, is exploring for uranium in two sites in the north and the south of the country. After initial positive results in September, the firm is planning a follow-up 2,000 metre drill programme in the Kitongo project in the north.

GOLD

- African Aura Mining Inc. is drilling at the Kambele prospect of its 100 percent owned Batouri gold exploration licence in the East region where the company has recorded visible gold in 25 out of 44 holes drilled.

DIAMONDS

- C&K Mining Inc, a joint Cameroon-Korean company operating near the border with Congo-Republic, is due to begin mining in 2010 with output to be 1 million carats in the first year and expected to reach 6 million carats a year at peak production.

OIL

- UK Sterling Energy has the offshore Ntem block in the Kribi-Campo sub-basin, where it says it has identified four prospects with a cumulative potential in excess of 1.5 billion barrels. Sterling is seeking farm-in partners.

- China's Yan Chang Logone Development Holding Company Ltd has signed a $62 million production sharing contract to explore for oil on the onshore Zina and Makary blocks in the North.

- Malaysia's Petronas and Noble Energy have a $119 million deal to explore for oil on the Tilapia block offshore the Douala/Kribi-Campo basin which has estimated reserves of 40-70 million barrels.

- France's Total-E&P and Swiss firm Glencore are operating separate explorations offshore in the Rio del Rey basin. Glencore and South African-based Afex Global Ltd signed a $38 million deal for oil exploration on the Matanda block offshore the Doual/Kribi-Campo basin.

GAS

- Cameroon has gas reserves estimated at over 500 billion cubic meters and Franco-Belgian group Suez Global LNG Ltd has signed a memorandum of understanding with it to look into developing liquefied natural gas (LNG) projects.

- Victoria Oil & Gas Plc owns a 60 percent share in the Logbaba gas and condensate project located in Douala. The company has four exploration wells and plans to apply for a 35-year exploitation and exploration licence. It said on Nov. 16 it discovered gas sands on the site that could boost the field's reserves.

POWER

- Cameroon plans to some spend 6 trillion CFA francs ($13.73 billion) to increase electricity output from 1,000 MW to 3,000 MW by 2020 through construction of hydroelectric dams and thermal power plants, the government announced in November. The effort is seen as key to expanding the energy-intensive mining industry.

Among the biggest of the projects, the Lom Pangar dam has received financial pledges amounting to 176 billion CFA from backers like the African Development Bank, the World Bank, Standard Chartered Bank Cameroon, Afriland First Bank, European Invest Bank, Saudi Fund, and the Central African States Development Bank. Construction of Lom Pangar is scheduled to start in 2012.

PORTS

- Douala handles 95 percent of the import and export traffic from Cameroon, as well as land-locked neighbours Chad and Central African Republic but capacity is constrained by silting.

- Negotiations are ongoing for a final selection of private partners for construction work to start in March 2010 at the $655 million new multi-purpose Kribi deep seaport to accommodate larger ships. Cameroon is seeking foreign partners to build an $830 million second deep seaport at Limbe in the south-west.

//Reuters