Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2632)
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Hallo,
ich melde mich wieder zurück. Vor drei Wochen hatte ich mir im thread zu Lynas geäußert. Ich hatte Lynas auf "Neutral" eingestuft. Ich hatte u. a. geschrieben: Leicht kritisch scheint mir die finanzielle Situation zu sein (Stand 01.12.08).
Gestern kam die Nachricht, dass Lynas das Mt. Weld-Projekt aufgrund der finanziellen Situation verschiebt! Schade ...
Gruß
Tommy
Lynas shares plunge on project suspension, financing fears
10th February 2009
Shares in Lynas Corporation plunged today after the Sydney-headquartered company said it would suspend work on its first mine, the Mt Weld rare earths project in the Goldfields, due to uncertainty surrounding financing.
Lynas shares were down 10.5 cents, or 39.62 per cent, to 16 cents by the close of trade.
The company cannot draw down its senior bank facility without the prior release of bond monies, which is currently being disputed.
“There is presently a dispute as to whether all conditions precedent to release of the $US95 million bond monies from escrow have been satisfied,” Lynas said.
“The company is assessing all of its options (including its legal position) in relation to the bond facility.”
Lynas said it was “in discussions with various potential partners who may have a mutual interest in supporting the industrial development of the project”.
The company said it intends to re-start the project, near Laverton, “once an appropriate capital structure is in place”.
ich melde mich wieder zurück. Vor drei Wochen hatte ich mir im thread zu Lynas geäußert. Ich hatte Lynas auf "Neutral" eingestuft. Ich hatte u. a. geschrieben: Leicht kritisch scheint mir die finanzielle Situation zu sein (Stand 01.12.08).
Gestern kam die Nachricht, dass Lynas das Mt. Weld-Projekt aufgrund der finanziellen Situation verschiebt! Schade ...
Gruß
Tommy
Lynas shares plunge on project suspension, financing fears
10th February 2009
Shares in Lynas Corporation plunged today after the Sydney-headquartered company said it would suspend work on its first mine, the Mt Weld rare earths project in the Goldfields, due to uncertainty surrounding financing.
Lynas shares were down 10.5 cents, or 39.62 per cent, to 16 cents by the close of trade.
The company cannot draw down its senior bank facility without the prior release of bond monies, which is currently being disputed.
“There is presently a dispute as to whether all conditions precedent to release of the $US95 million bond monies from escrow have been satisfied,” Lynas said.
“The company is assessing all of its options (including its legal position) in relation to the bond facility.”
Lynas said it was “in discussions with various potential partners who may have a mutual interest in supporting the industrial development of the project”.
The company said it intends to re-start the project, near Laverton, “once an appropriate capital structure is in place”.
Derzeit scheint etwas "Bewegung" in Red back Mining TSX:RBI zu kommen.
02/09/2009 20:03:54 - *Red Back Mining Tgt Raised To C$11 From C$9 By RBC
02/09/2009 20:03:54 - *Red Back Mining Tgt Raised To C$11 From C$9 By RBC
http://peketec.de/trading/viewtopic.php?t=136
Der etwas andere Rohstoffthread bei peketec.Lese hier auch gerne mit.
Der etwas andere Rohstoffthread bei peketec.Lese hier auch gerne mit.
Hallo,
ein interessantes Investment:
Platinum Australia Takes Advantage Of Its New Status As A Profitable Producer To Strengthen Its Financial Position
By Charles Wyatt
It’s not been easy lately to get hold of John Lewins, managing director of ASX-listed and Aim-traded Platinum Australia, but there are a number of good reasons why. First he has been wrapping up a fundraising; second he’s been at the Livingstone conference, preparing for Indaba, where he is bound to be a focus of attention now his company is in production; third he has about 20 investors and analysts coming on a site visit after Indaba; fourth he probably feels some lingering antipathy towards the UK, as he felt let down last year by major UK shareholder Anglo Pacific Group which sold a big block of stock without allowing him to place any of it. This investment group has been a shareholder for some time and hadn’t blocked his move to focus on platinum projects in South Africa as an alternative to Australia. But when markets are in panic mode all loyalties are lost.
Good thing John didn’t panic or his company wouldn’t be where it is today, generating cash flow as it is, with some money in the bank, and poised to move further ahead when platinum prices improve. The first sign that things had really fallen into place came right at the end of January when the company announced that the first flotation concentrates had been produced at the Smokey Hills platinum mine, following commissioning of the crushing and milling sections of the processing plant. These first concentrates have now been transported to the Impala platinum smelter which is about 300 kilometres from Smokey Hills, at Rustenburg and, as a result, Platinum Australia can now claim promotion from explorer to producer. Doubtless this new status will start to be recognised in the share price during Indaba, as the shares have been pretty static at around the 25p (A55 cents) level since last October.
John Lewins goes on to point out that, “Smokey Hills will be among the lowest cost producers in the industry. At the current Rand to US dollar exchange rate of ZAR10 to US$1.00, the average on site production costs are estimated to be less than US$200 per ounce of four Platinum Group Metals (4E PGM), i.e. platinum and palladium, plus rhodium and gold. This cost is net of credits and gives a total cost, including smelting and refining charges, of approximately US$300 per ounce 4E PGM. Thus, Smokey Hills has a margin of over US$300 per ounce at the current metal prices of US$955 per ounce platinum, US$210 per ounce palladium, US$910 gold and US$1,100 per ounce rhodium. Taking into account the current level of hedging, this margin increases to approximately US$350 per ounce 4E PGM.” The on-site treatment plant has a design capacity of 720,000 tonnes per year and at this rate will produce approximately 95,000 ounces of 4E PGMs per year, in a flotation concentrate for which a life of mine off-take contract has been agreed with Impala.
John doesn’t shy away from the fact that it is the continuing weakness of the Rand that makes the operation so profitable, as operating costs are calculated in Rand while metal prices are in US dollars. It helps also that all the debt component of the money raised to develop Smokey Hills was also in Rands, so this has reduced the debt in terms of the US dollar. And when the prices of PGMs improve, as they are doing to a marginal extent at the moment, the benefit will come straight through to the bottom line - unless the Rand also strengthens. In the meantime, the mining operation at Smokey Hills will continue as an open cut until June, when the stockpile should have doubled to 200,000 tonnes. At this point production from the shallow underground mine, currently being developed, will start to replace that from the open pit. In 12 months time this changeover will have been completed.
The interesting thing about Smokey Hill is that it actually came into production under budget. The initial capital cost of the project in the bankable feasibility study that was delivered in July 2006 was estimated at US$40million and this, plus an overrun facility, gave a total cost of up to US$49 million. At the current Rand to US Dollar exchange rate the initial capital cost will be come in at approximately US$44 million, including an additional cost of some US$3 million for the installation of 8MVA of standby generating capacity, which was not allowed in the original budget. This standby generating capacity will allow the Smokey Hills mine and processing plant to operate fully independently of Eskom grid power in the event of any supply problems.
John Lewins, however, is aware that there can always be a slip between lip and cup so he followed up the news of production at Smokey Hills with a placement of 27 million shares at A$0.54, which was bang in line with the prevailing share price. Not for him the whinge about dilution on the basis that the share price is well below the level of six months ago, as he lives in the present. Anyway the offer was oversubscribed by some useful institutions and the proceeds will be used to reduce the debt incurred by Smokey Hills.
These institutions will not have overlooked the fact that a bankable feasibility study is also in progress at the Kalahari platinum project (Kalplats). Changes are being made to this in the light of prevailing metals prices, but it seems likely that a robust study will be published during the second quarter of this year. Drilling has come up with further evidence of wide zones of good grade mineralization at several deposits at Kalplats so John could have another PGM string to his bow in the not too distant future.
Gruß TI
ein interessantes Investment:
Platinum Australia Takes Advantage Of Its New Status As A Profitable Producer To Strengthen Its Financial Position
By Charles Wyatt
It’s not been easy lately to get hold of John Lewins, managing director of ASX-listed and Aim-traded Platinum Australia, but there are a number of good reasons why. First he has been wrapping up a fundraising; second he’s been at the Livingstone conference, preparing for Indaba, where he is bound to be a focus of attention now his company is in production; third he has about 20 investors and analysts coming on a site visit after Indaba; fourth he probably feels some lingering antipathy towards the UK, as he felt let down last year by major UK shareholder Anglo Pacific Group which sold a big block of stock without allowing him to place any of it. This investment group has been a shareholder for some time and hadn’t blocked his move to focus on platinum projects in South Africa as an alternative to Australia. But when markets are in panic mode all loyalties are lost.
Good thing John didn’t panic or his company wouldn’t be where it is today, generating cash flow as it is, with some money in the bank, and poised to move further ahead when platinum prices improve. The first sign that things had really fallen into place came right at the end of January when the company announced that the first flotation concentrates had been produced at the Smokey Hills platinum mine, following commissioning of the crushing and milling sections of the processing plant. These first concentrates have now been transported to the Impala platinum smelter which is about 300 kilometres from Smokey Hills, at Rustenburg and, as a result, Platinum Australia can now claim promotion from explorer to producer. Doubtless this new status will start to be recognised in the share price during Indaba, as the shares have been pretty static at around the 25p (A55 cents) level since last October.
John Lewins goes on to point out that, “Smokey Hills will be among the lowest cost producers in the industry. At the current Rand to US dollar exchange rate of ZAR10 to US$1.00, the average on site production costs are estimated to be less than US$200 per ounce of four Platinum Group Metals (4E PGM), i.e. platinum and palladium, plus rhodium and gold. This cost is net of credits and gives a total cost, including smelting and refining charges, of approximately US$300 per ounce 4E PGM. Thus, Smokey Hills has a margin of over US$300 per ounce at the current metal prices of US$955 per ounce platinum, US$210 per ounce palladium, US$910 gold and US$1,100 per ounce rhodium. Taking into account the current level of hedging, this margin increases to approximately US$350 per ounce 4E PGM.” The on-site treatment plant has a design capacity of 720,000 tonnes per year and at this rate will produce approximately 95,000 ounces of 4E PGMs per year, in a flotation concentrate for which a life of mine off-take contract has been agreed with Impala.
John doesn’t shy away from the fact that it is the continuing weakness of the Rand that makes the operation so profitable, as operating costs are calculated in Rand while metal prices are in US dollars. It helps also that all the debt component of the money raised to develop Smokey Hills was also in Rands, so this has reduced the debt in terms of the US dollar. And when the prices of PGMs improve, as they are doing to a marginal extent at the moment, the benefit will come straight through to the bottom line - unless the Rand also strengthens. In the meantime, the mining operation at Smokey Hills will continue as an open cut until June, when the stockpile should have doubled to 200,000 tonnes. At this point production from the shallow underground mine, currently being developed, will start to replace that from the open pit. In 12 months time this changeover will have been completed.
The interesting thing about Smokey Hill is that it actually came into production under budget. The initial capital cost of the project in the bankable feasibility study that was delivered in July 2006 was estimated at US$40million and this, plus an overrun facility, gave a total cost of up to US$49 million. At the current Rand to US Dollar exchange rate the initial capital cost will be come in at approximately US$44 million, including an additional cost of some US$3 million for the installation of 8MVA of standby generating capacity, which was not allowed in the original budget. This standby generating capacity will allow the Smokey Hills mine and processing plant to operate fully independently of Eskom grid power in the event of any supply problems.
John Lewins, however, is aware that there can always be a slip between lip and cup so he followed up the news of production at Smokey Hills with a placement of 27 million shares at A$0.54, which was bang in line with the prevailing share price. Not for him the whinge about dilution on the basis that the share price is well below the level of six months ago, as he lives in the present. Anyway the offer was oversubscribed by some useful institutions and the proceeds will be used to reduce the debt incurred by Smokey Hills.
These institutions will not have overlooked the fact that a bankable feasibility study is also in progress at the Kalahari platinum project (Kalplats). Changes are being made to this in the light of prevailing metals prices, but it seems likely that a robust study will be published during the second quarter of this year. Drilling has come up with further evidence of wide zones of good grade mineralization at several deposits at Kalplats so John could have another PGM string to his bow in the not too distant future.
Gruß TI
Antwort auf Beitrag Nr.: 36.536.408 von XIO am 08.02.09 14:42:31oxus heut nochmals 12%
Trading Spotlight
zur Bewertung von Kinbauri Gold:
Hat nach Trading Halt gerade eine neue Scoping Study veroeffentlicht:
http://www.stockhouse.com/FinancialTools/sn_newsreleases.asp…
OTTAWA, ONTARIO, Feb 09, 2009 (MARKET WIRE via COMTEX News Network) --
Kinbauri Gold Corp. ("Kinbauri") (TSX VENTURE: KNB)(FRANKFURT: 3KG.DE) is pleased to announce that it has received the results from a Preliminary Economic Assessment or Scoping Study (the "Scoping Study") prepared by Scott Wilson Roscoe Postle Associates ("SWRPA") for its 100% owned El Valle/Carles project (the "Project") in northwestern Spain. Under the base case scenario the results reveal a pre-tax NPV (net present value) at a 10% discount rate of CAD $132M and an IRR (internal rate of return) of 42%. Using current metal prices and exchange rates, the Project has a pre-tax NPV at a 10% discount rate of CAD $178M and an IRR of 51%. The current mine plan shows a life of more than nine years.
Hat nach Trading Halt gerade eine neue Scoping Study veroeffentlicht:
http://www.stockhouse.com/FinancialTools/sn_newsreleases.asp…
OTTAWA, ONTARIO, Feb 09, 2009 (MARKET WIRE via COMTEX News Network) --
Kinbauri Gold Corp. ("Kinbauri") (TSX VENTURE: KNB)(FRANKFURT: 3KG.DE) is pleased to announce that it has received the results from a Preliminary Economic Assessment or Scoping Study (the "Scoping Study") prepared by Scott Wilson Roscoe Postle Associates ("SWRPA") for its 100% owned El Valle/Carles project (the "Project") in northwestern Spain. Under the base case scenario the results reveal a pre-tax NPV (net present value) at a 10% discount rate of CAD $132M and an IRR (internal rate of return) of 42%. Using current metal prices and exchange rates, the Project has a pre-tax NPV at a 10% discount rate of CAD $178M and an IRR of 51%. The current mine plan shows a life of more than nine years.
http://business.theglobeandmail.com/servlet/story/RTGAM.2009…
Uranium's next frontier: Niger
.....The gold mine's operator and co-owner, Semafo Inc. of Montreal, is the leading Canadian investor in Niger. Its mine at Samira Hill is the second-biggest private employer in the country, with about 600 workers.
After investing $100-million in the site, Semafo says it has produced 300,000 ounces of gold from the mine in the past four years, and it has 2.5 million ounces still remaining. The mine is the largest industrial project in Niger since the 1960s, according to Semafo president Benoît La Salle.
But now Semafo is moving into the uranium play, along with nearly a dozen other Canadian companies. They are exploring for uranium in the famed Arlit uranium belt in northern Niger - despite rebel activities in the north. By one estimate, Canadian companies own 40 per cent of Niger's mining exploration permits.
"Niger has been blessed with one of the best uranium belts in the world," Mr. La Salle said in an interview. "It's a fantastic belt. And now there's a uranium rush."
The uranium spot price soared to $136 (U.S.) a pound in June, 2007, but has since retreated to about $48 a pound. Still, at current levels, prices are four times higher than they were in 2003. Niger last month signed a deal with Areva, the French nuclear giant, to develop one of the biggest uranium mines in the world. The $1.5-billion deal will make Niger the second-biggest uranium producer in the world.....
Uranium's next frontier: Niger
.....The gold mine's operator and co-owner, Semafo Inc. of Montreal, is the leading Canadian investor in Niger. Its mine at Samira Hill is the second-biggest private employer in the country, with about 600 workers.
After investing $100-million in the site, Semafo says it has produced 300,000 ounces of gold from the mine in the past four years, and it has 2.5 million ounces still remaining. The mine is the largest industrial project in Niger since the 1960s, according to Semafo president Benoît La Salle.
But now Semafo is moving into the uranium play, along with nearly a dozen other Canadian companies. They are exploring for uranium in the famed Arlit uranium belt in northern Niger - despite rebel activities in the north. By one estimate, Canadian companies own 40 per cent of Niger's mining exploration permits.
"Niger has been blessed with one of the best uranium belts in the world," Mr. La Salle said in an interview. "It's a fantastic belt. And now there's a uranium rush."
The uranium spot price soared to $136 (U.S.) a pound in June, 2007, but has since retreated to about $48 a pound. Still, at current levels, prices are four times higher than they were in 2003. Niger last month signed a deal with Areva, the French nuclear giant, to develop one of the biggest uranium mines in the world. The $1.5-billion deal will make Niger the second-biggest uranium producer in the world.....
ebenfalls bemerkenswert:
was einmal steigt, steigt oft weiter...
was einmal steigt, steigt oft weiter...
Ich sitze übrigens noch mit Verlust auf ein paar Selwyn Resources Shares (ehem. Pacifica).
Bin am überlegen, mir nochmal was ins Boot zu legen, einfach um zu verbilligen.
Die Frage ist, hat das Monster-Projekt jetzt überhaupt noch eine Chance? http://www.selwynresources.com/
Bin am überlegen, mir nochmal was ins Boot zu legen, einfach um zu verbilligen.
Die Frage ist, hat das Monster-Projekt jetzt überhaupt noch eine Chance? http://www.selwynresources.com/
Hallo zusammen!
Ihr werdent Euch vielleicht erinnern. Vor einiger Zeit hatten wir hier über Linn Energy gesprochen. Dann gab es eine Kaufempfehlung von Barrons, und die Aktie ging ordentlich hoch.
Jetzt bin ich zufällig über eine Empfehlung von Barrons für Corn Products gestolpert. Vielleicht mit ähnlichen Auswirkungen? Barrons halte ich für eine der wenigen mit einer gewissen Qualität...
Kann allerdings nicht sagen, zu welcher Uhrzeit genau der Text veröffenlicht wurde - ob davon schon was eingepreist wurde oder nicht.
CORN PRODUCTS INTERNATL INC. REGISTERED SHARES DL -,01 (911479) NYSE: CPO
http://www.smartmoney.com/investing/stocks/corn-products-int…
MfG.
s.
Ihr werdent Euch vielleicht erinnern. Vor einiger Zeit hatten wir hier über Linn Energy gesprochen. Dann gab es eine Kaufempfehlung von Barrons, und die Aktie ging ordentlich hoch.
Jetzt bin ich zufällig über eine Empfehlung von Barrons für Corn Products gestolpert. Vielleicht mit ähnlichen Auswirkungen? Barrons halte ich für eine der wenigen mit einer gewissen Qualität...
Kann allerdings nicht sagen, zu welcher Uhrzeit genau der Text veröffenlicht wurde - ob davon schon was eingepreist wurde oder nicht.
CORN PRODUCTS INTERNATL INC. REGISTERED SHARES DL -,01 (911479) NYSE: CPO
http://www.smartmoney.com/investing/stocks/corn-products-int…
MfG.
s.
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