Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2572)

[TomCole]

Settlements have analysts forecasting ore price rise
Matt Chambers | June 16, 2009
Article from: The Australian
CONSENSUS is growing that iron ore contract prices will rise next year, with Macquarie Bank analysts flipping their previous prediction of a slide.
S. http://www.theaustralian.news.com.au/business/story/0,28124,….


Atlas Iron Limited (ASX: AGO):

ASX Announcement,
15 Jun 2009, 9:20 am,
June 2009 Investor Presentation
s. http://stocknessmonster.com/news-item?S=AGO&E=ASX&N=449741.

ASX Announcement,
15 Jun 2009, 9:20 am,
Atlas to raise $116.7m for development of Pilbara projects,
s. http://stocknessmonster.com/news-item?S=AGO&E=ASX&N=449740.

[MrRipley]

Antwort auf Beitrag Nr.: 37.397.274 von mao_1 am 15.06.09 20:51:42

Was haltet Ihr von Katanga Mining (DR Kongo)auf diesem Niveau(inkl starker Verwässerung).
Aber zu diesem Kurs?!

Es geh um Kobalt und Kupferproduktion im Kongo!


http://www.katangamining.com/kat/media/newsreleases/news2009…

[dafi1974]

ich glaube die lang erwartete korektur(vor allem rohstoffe)hat begonen,vielleicht kann man da in ein paar tagen ein paar schnäpchen machen
aber mal davon abgesehen könnte sich jemand FIRST URANIUM mal ansehen
laut presentation
465000 oz gold
2,4 mln lb uran
zu durchschnitlichen produktionskosten 320$ gold 22$ uran
relativ wenig schulden 88 mln $
und cashbestand durch KE ,vorwärtsverkäufe von ca.200 mln $
wird aber wahrscheinlich aufgebraucht um die beiden minen fertigzukriegen

tommy wäre nett wenn du mal ein blick darauf werfen würdest
andere meinungen sind natürlich auch erwünscht

[mao_1]

Antwort auf Beitrag Nr.: 37.395.240 von tommy-hl am 15.06.09 17:08:06

Kleverer Zug der Chinesen und eine Kampfansage an das nordamerikanisch/osteuropäische Potash-Kartell. Dahinter stecken könnte z.B. Sinofert, der grösste Potash-Importeur Chinas, der bereits Zugang zu tibetischen Potash-Ressourcen hat (Qinghai Lake).

Ja, XIO bin seit einiger Zeit investiert und werde es auch weiter bleiben. Da sich das Projekt- respektive Finanzierungsrisiko erheblich verringert halte ich den Kursaufschlag für gerechtfertigt. Andere übrigens auch:


Target Price Increased to Reflect Inclusion of Potash Project

We have increased our target price for MagIndustries from C$0.75 to C$1.25 to reflect the inclusion of the potash project in our valuation. We believe the probability of the project proceeding to construction has significantly increased with the Memorandum of Understanding with a strategic party in place. Assuming an unlevered equity discount rate of 15% and a holding company discount of 25%, we estimate a net asset value (NAV) for MagIndustries of approximately C$1.25/share as at June 30, 2010 as shown in Exhibit 1. The valuation impact of the potash project is lower than we had previously forecast as we had assumed equity would be raised at the potash project level after the completion of the necessary debt arrangements resulting in less dilution.

Exhibit 1: MagIndustries Valuation Analysis ($MM except per unit amounts or otherwise stated)

Estimated NPV @ June 30, 2010 (US$MM):

MagMinerals $667

MagForestry 145

MagEnergy 45

MagMetals 0

Value of net cash on hand 315

Total NPV @ June 30, 2010 (US$MM) $1,172

Estimated MAA shares outstanding (MM) 788

Estimated equity value (US$/share) $1.50

Exchange rate (CAD/USD) $1.10

Estimated equity value (C$/share) C$1.65

Less assumed holdco discount of 25%

Esimated NAV per share @ June 30, 2010 C$1.25

Source: Company reports, RBC Capital Markets estimates

[Popeye82]

da hier Oremex mal angesprochen wurde, meine mich aber dran zu erinnern, dass es da in der Vergangenheit Probleme(mit Ureinwohnern/Einheimischen?) gegeben hatte -von den Rahmendaten hört es sich ganz vernünftig an, sofern Silber auf einem vernünftigen Niveau bleibt:

Oremex’s 50 Million Ounce Silver Project - MidasLetter - Monday, June 15, 2009

- James West -
www.midasletter.com/news/09061501_Oremexs-50-million-ounce-s…

"A new management team for Oremex Resources (TSX.V:ORM) means a 50 million ounces silver deposit that has been languishing due to relationship issues with the local people appears to be finally moving closer towards production.

John Carlesso, the new chairman of Oremex explained the company’s plans in a telephone interview this week.

“Oremex is something of a turnaround story, or in a sense, a restructuring. Previously, the company was based in Vancouver, and this year we moved the company to Toronto coincident with a new board of directors and executive team”, he said.

The Tejamen Silver deposit consists of 21 claims covering an area of 1,672.05 hectares and is situated in the municipality of Nuevo Ideal, State of Durango Mexico. Carlesso thinks the company can get the project to feasibility within 18 months, assuming the market remains stable and investors can be attracted to the project.

“A Preliminary Economic Assessment completed by Snowden in October of 2006 demonstrated very strong economics for an open-pit heap-leach operation with a comparatively low capital cost”, he said. “A higher grade feeder structure has potential to add considerably to the next resource calculation which will be part of a planned feasibility study. With almost 37,000 meters of drilling completed to date, this is a very advanced asset with a tremendous amount of existing data.”

From the results of the Preliminary Assessment, Snowden concludes that a surface mine and heap leach processing system can sustain a 10,000 tonne per day operation when silver prices average $US 8 per ounce and silver recoveries average 65 percent over the life of the operation.

According to the report at a silver price of US$15/oz and a gold price of US$650/oz, the expected cash flow from the project generates a Net Present Value of US$155.5 million.

The project was stalled in 2007 when the operators of Oremex encountered difficulties with the local villagers. This resulted in resistance to their continued work at the Tejamen project, essentially bringing development to a halt, explains Carlesso. “Since the new team has taken over, we’ve made great strides repairing the local relationship to the point where in April we announced that the company had been formally invited back into the community.

The area is very poor, even by Mexican standards, and the economic benefits from the development of this mine have made it something of a priority for the town.”

“Regaining access to the community is a very significant achievement within a relatively short period of time and reflects the focus and dedication brought by our entire team to resolving this critical, longstanding issue. We can now begin the long-overdue development process at Tejamen that we expect will bring meaningful economic and social benefits to the local area,” Carlesso added.

“I think over the past couple of years the market has perceived Oremex to be a company with a 50 million ounce deposit that wasn’t likely to ever make it to production. Our view is that, not only does the deposit have the potential to be much larger, we are putting it on a path to become a mine in a relatively short period of time.”

The company has appointed Michael Smith as President and CEO to head the development of the project.

Smith is a geologist with significant mining operations experience both in the United States and internationally. He served previously as Chief Mine Geologist for Barrick Gold Corp (NYSE:ABX). at the Goldstrike Mine in Nevada, and subsequently became General Manager of Exploration and Development for Barrick Gold in South America. Mr. Smith has managed the design and operational aspects of engineering geology and has been involved in all aspects of ore reserve calculations, parameters and block modeling.

“We believe we can advance the project to feasibility within the next 12 to 18 months,” said Carlesso. “We raised a small amount of money $600,000 in January. We’re in the midst of a $1.5 million raise that we feel we could put to very targeted use in expanding the resource at Tejamen and moving the whole project closer to feasibility.”

The company has a portfolio of 7 other properties throughout Mexico that are prospective for gold, silver and base metals, but the company plans to focus on the Tejamen property exclusively for the near term.

The company has a total of 50.3 million shares outstanding. Learn more by visiting the company’s web site at www.oremex.com .

SOURCE: www.midasletter.com/news/09061501_Oremexs-50-million-ounce-s… "

[XIO]

Antwort auf Beitrag Nr.: 37.395.240 von tommy-hl am 15.06.09 17:08:06

>>>Meinungen?<<<

emotionale Kursfreudensprünge mitnehmen und sichern

ein MOU ist eine Absichtserklärung

[tommy-hl]

Antwort auf Beitrag Nr.: 37.394.433 von tommy-hl am 15.06.09 15:51:48

MagIndustries – beabsichtigte KE

Das Wichtigste mal kurz frei übersetzt:

- Hinter der Absichtserklärung für die KE steckt eine China basierte „multi-nationale“ Firma
- Die Absichtserklärung für den Kauf von 400 Mio. Aktien á C$ 0,70 soll bis 31.07.09 in ein definitives Dokument gewandelt werden. Also ein fester, bindender Vertrag bis 31.07.09. Bis dahin ist alles Verhandlungssache und offen!
- Der angestrebte endgültige Vertrag für die KE ist vorbehaltlich einer gewissen Anzahl von Bedingungen und Genehmigungen. So muss beispielsweise die Mehrheit der Aktionäre zustimmen.
- Das China-Unternehmen will auch – alternativ zu anderen Finanzierungsquellen - die Kredit-Finanzierung übernehmen
- MagIndustries weist ausdrücklich darauf hin, dass unter Berücksichtigung aller noch offenen Bedingungen keine Garantie besteht, dass das Abkommen zur KE auch zustande kommt!
- Sollte KE/Finanzierung zustande kommen, wäre Phase 1 des Projektes voll finanziert!

Meinungen?

[XIO]

http://online.wsj.com/article/BT-CO-20090615-707204.html#art…

na dann mal los!

[tommy-hl]

Jun 15, 2009 09:35 ET
MagIndustries Corp. Provides Additional Details Regarding the Memorandum of Understanding With a Strategic Party and an Update on Equity Financing

MagIndustries Corp. ("MagIndustries" or the "Company") (TSX VENTURE: MAA) is pleased to provide further details with respect to the Memorandum of Understanding ("MOU") announced in its press release of June 12, 2009.

The Company entered into the MOU with a large Chinese based multi-national company (the "Subscriber") that intends to subscribe for 400 million MagIndustries shares at a price of Cdn$0.70. Although the MOU does not itself serve as a binding obligation in respect of the share subscription, the terms contained therein will serve as the basis for the negotiation and finalization of definitive documentation. MagIndustries has agreed to negotiate exclusively with the Subscriber until the earlier of July 31, 2009 and the date definitive documentation is entered into.

In addition to the above terms, the MOU provides that the definitive documentation will contain a right for the subscriber to participate pro rata in any future financings completed by the Company and to appoint a majority of directors to the Company's board.

If the proposed transaction is completed the following fees would be payable to the agents who assisted the Company with the negotiation of the transaction: a cash fee of 3% to the lead agent in respect of the proposed transaction plus 2% to other agents payable pursuant to pre-existing agreements, for a total of 5% of the value of the equity raised; a cash fee of up to1% of the value of the debt, to be agreed by the debt provider; and a number of broker warrants equal to 6% of the number of common shares to be issued with each broker warrant exercisable for a period of two years at an exercise price of $0.70.

Closing of the transaction contemplated by the MOU is subject to a number of conditions and approvals which include approval of the transaction by MagIndustries' Board of Directors, approval by a majority of MagIndustries shareholders at a special meeting of shareholders, the approval of all relevant regulatory and government authorities and satisfactory completion of due diligence.

The share subscription is also conditional on the Subscriber arranging substantially all of the debt financing required for the completion of Phase I of the Company's Kouilou Potash Project in the Republic of Congo (the "Project") as an alternative to debt financing that might be available to the Company from other sources. Given these conditions there is no assurance that the transaction will be completed.

The Company would be in a fully funded position with respect to the Project if the transaction contemplated by the MOU is completed.

Upon conclusion of the investment, the Subscriber would hold approximately 52.7% of the Company's common shares outstanding (after giving effect to MagIndustries' recently announced equity financing, assuming the full exercise of the over-allotment option).

Financing Update

Given the developments set forth in this release, the Company is required to file an amendment to its short form final prospectus which was filed in connection with the previously disclosed $26 million equity financing. The Company anticipates that this filing will be completed on Monday June 15, 2009 and that the closing of the financing will take place on or about Thursday June 18, 2009.

About MagIndustries Corp.

MagIndustries is a Canadian company whose common shares are listed on the TSX-Venture Exchange and trades in Canadian currency under the symbol "MAA". The Company has 288,079,962 shares outstanding on an undiluted basis. MagIndustries' resource subsidiaries are operating and developing major industrial projects in the Republic of Congo and the Democratic Republic of Congo. More information on the Company is available at its website, www.magindustries.com

[tommy-hl]

Antwort auf Beitrag Nr.: 37.389.590 von XIO am 14.06.09 18:37:03

besonders vor der Sommerflaute (wenn sie denn kommt)

Ich habe meine Cashquote etwas hochgefahren, für den Fall, dass die Sommerflaute kommen sollte. Gute Gelegenheiten wird es immer geben, und Cash verhilft einem dann zum Schnäppchenkauf ...