Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2793)

[XIO]

http://allafrica.com/stories/200806130411.html
Seite 2

[tommy-hl]

Antwort auf Beitrag Nr.: 34.303.081 von gutesomen am 14.06.08 17:41:01

Hallo gutesOmen,

zu Orocobre kann ich nicht viel sagen, da ich mich mit der Aktie noch nicht intensiv beschäftigt habe. Deshalb nur mein erster, oberflächlicher Eindruck (Bitte um Korrektur sollte ich etwas übersehen haben):

Außer ein paar Bohrergebnissen (Ressourcen-Gutachten nach NI oder JORC noch nicht vorhanden?) konnte ich nicht viel finden. Zum „Salar Olaroz Lithium-Projekt in Argentinien“ gibt es scheinbar nur ein Explorationsziel. Hierzu soll wohl bis Ende 2008 ein scoping study erstellt werden. Vielleicht sollte man das Ergebnis erst mal abwarten?

In der Nähe befindet sich glaube ich das Lithium/Potash-Projekt von Admiralty Resources.

Admiralty plant eine Ausgliederung (spin-off) von Rincon Lithium Ltd. (Argentinien).
Lithium Produktion ab Ende 2009 geplant
Ressourcen nach JORC:
1,4 Mio. t Lithium
51 Mio. t Kalisalz

Auf den ersten Blick würde ich Admiralty gegenüber Orocobre den Vorzug geben, da Admiralty schon etwas weiter in der Entwicklung ist. Orocobre ist wesentlich spekulativer, allerdings hat Admiralty eine deutlich höhere Marktkapitalisierung. Ist eine Frage des „persönlichen Geschmackes“.

Tommy

[gutesomen]

Hallo Tommy ,
ich bin hier seit drei Monaten als stiller Mitleser dabei und deine Recherche über Maximus und Otto Energy haben mich letztendlich bewogen in beide Werte zu investieren was sich ja bei Maximus schon bezahlt gemacht hat.
Jetzt möchte ich zu dem Bord hier mal etwas beisteuern und dich bitten den Junior Orocobrenäher zu betrachten.
Hier ein Link dazu
http://www.orocobre.com.au/PDF/31March2008_Orobobre_research…
Da ich nicht über dein Fachwissen verfüge wäre es super deine Meinung darüber zu hören.Eventuell ein zweiter Potash ?

Danke an alle die hier die ganzen infos zur verfügung stellen ist echt ne tolle Sache für einen Laien wie mich.
Schönes Wochenende und weiter so !!!!!

[tommy-hl]

Northland Resources

shareholder update June 2008

http://www.northlandresourcesinc.com/i/pdf/NAU-Shareholder-U…

[XIO]

http://www.energycurrent.com/index.php?id=2&storyid=11171

...In Gabon, Afren and its partners will start drilling on the Charlie prospect on the Iris Marin Block next month, while in Ghana, where Afren currently has an operated interest, they will be drilling the high impact exploration well on the Cuda prospect at the end of this year.

A spokesman said, "Interest in the Ghana upstream sector has heightened considerably with the world class Jubilee discovery. The Cuda-1 well will be targeting an analogous prospect and offers an early opportunity to explore and gain a foothold in what is rapidly opening up as a truly world class hydrocarbon basin."

In Angola, Afren has three wells planned, all set to get underway in the fourth quarter of this year, with a further two exploration wells expected on the La Noumi permit in Congo at the tailend of the year....

[XIO]

= 70% Aufschlag geboten...
ich denke mal 20 Pence sollten mindestens drinne sein.
Amtliche 2007-er Ratings gehen bis zu 28 pence!!!!

[XIO]

Antwort auf Beitrag Nr.: 34.298.538 von XIO am 13.06.08 16:19:06

Approach Rejected and Production Update
http://www.advfn.com/p.php?pid=nmona&article=26851734&epic=K…

Kopane rejects 17 p/shr offer for co as it does not reflect Liqhobong prospects
http://www.advfn.com/p.php?pid=nmona&article=26852989&epic=K…

[XIO]

[img]http://www.advfn.com/p.php?pid=staticchart&s=L%5EKDD&p=0&t=1…

Bin schon über einem Jahr in Kopane (früher European Diamonds drinne)
Wert der Mainoipe: ca. 1 Mrd. USD
Risiko: Finanzierungsbedarf ca. 100 Mio

[tommy-hl]

Jun 13, 2008
Maximus and NFX Announce Agreement to Combine Companies
Consolidation of 100% Interest in the Larder Lake Gold Project

Creation of a Larger, Stronger Company

Maximus Ventures Ltd. and NFX Gold Inc. are pleased to announce that they have reached an agreement in principle to combine the two companies on the basis of one (1) NFX share for each one (1) Maximus share. Based on the share exchange ratio, the Maximus and NFX shareholders will own approximately 58% and 42%, respectively, of the combined common shares outstanding.

"The combination of Maximus and NFX creates a larger, stronger company that is better positioned to exploit the tremendous upside potential of the Larder Lake gold project, which is the primary asset of both Maximus and NFX," said Francois Viens, Maximus' President and CEO. "This transaction will consolidate and increase the combined companies' land positions in the Larder Lake area, as well as create a higher profile company within the financial community."

The Cadillac-Larder Lake break is a major Canadian greenstone gold belt located in northeastern Ontario that hosts several past-producers. The Cadillac-Larder Lake break is a 200 km long east-west deformation zone along which numerous well known gold mines have been situated, including the historic Kerr Addison mine (11 million ounces of gold produced at an average grade of 9.9 g/t Au), located two kilometers to the east of the Larder Lake project property boundary. Since 2006, Maximus and NFX have been exploring their extensive Larder Lake holdings with considerable success, discovering significant new areas with high-grade gold mineralization, including Bear Lake, Fernland and Cheminis, hosted in both flow-type and carbonate-type settings which were major contributors to Kerr Addison's world-class gold production. On June 4, 2008, NFX and Maximus announced drill hole #44 at Bear Lake, which intersected 13.6 g/t Au over 15.1 m, including 41.9 g/t Au over 4.4 m. Hole #44 was a follow up to hole #35 announced on March 31, 2008, which intersected 18.3 g/t Au over 4.8 m, including 163.5g/t Au over 0.5m.

"We see this combination as a logical development in our strategy for growth. With consolidated ownership of the Larder Lake project, the combined company will have increased flexibility in how it proceeds with the continued exploration and development of the excellent recent results and will be in a better position to take full advantage of this outstanding asset," said Thomas Larsen, NFX's President and CEO.

Currently Maximus has approximately 74 million common shares issued and outstanding while NFX has approximately 53 million common shares issued and outstanding. Under the terms of the proposed business combination, Maximus and NFX shareholders, respectively, would own approximately 58% and 42% of the shares outstanding on completion of the transaction.

The board of directors of the company resulting from the business combination will consist of five nominees from Maximus and three nominees from NFX. David Fennell, currently Chairman of Maximus, will become Chairman and Thomas Larsen, currently CEO of NFX, will become Vice Chairman. Francois Viens, currently President and CEO of Maximus, will become President and CEO.

Maximus and NFX have entered into a letter agreement in respect of the business combination transaction. Completion of the transaction is subject to usual terms and conditions for such a transaction, including completion of due diligence, completion and execution of definitive business combination documentation, receipt of opinions from qualified investment dealers that the transaction is fair to the shareholders of NFX and Maximus, receipt of all required regulatory and securityholder approvals and no material adverse changes occurring in the financial condition of either company

Maximus and NFX have agreed to the following. Prior to the completion of the business combination neither company shall issue any further securities or amend the terms of any issued and outstanding securities, and both companies have agreed to conduct business only in the ordinary course. Neither of the companies (nor their affiliates nor associates) will acquire nor dispose of securities of the other for the duration of the letter agreement or a period extending six months after any termination of the letter agreement. They also agreed to exclusivity and non-solicitation provisions subject to an exception for superior proposals. The definitive transaction documentation will provide that in certain circumstances where one party does not complete the business combination, it shall pay the other party an expense reimbursement payment of $250,000. The structure of the business combination will be determined by the two companies in consultation with their professional advisors

Dundee Securities Corporation is acting as financial advisor to Maximus and Primary Capital Inc. is acting as financial advisor to NFX.

The technical content of this news release related to Larder Lake was reviewed by Mr. Bernard Boily, P. Geo., Vice-President, Exploration of Maximus, the person responsible for supervising the drilling program at Larder Lake and a "qualified person" under the guidelines of National Instrument 43-101.

[stupidgame]

Hallo zusammen!

Mal was allgemeines zu Goldminen. Mal davon abgesehen, dass ich die letzten Wochen - bis auf ein kurzes Intermezzo Anfang Mai - den kompletten Metall-Sektor gemieden habe... Saisonal und von den Sentiments her war das angebracht.
Ich habe mir vor kurzem mal etliche Gold-Aktien mit niedriger Bewertung angeschaut. Die Aktien sind teilweise im extremen Sinkflug. Und das schon seit Monaten. Gibt aber meistens natürlich Gründe dafür. Oft "räudige Hedgebooks". Teilweise grosse Kapitalaufnahmen oder Probleme mit Behörden und Infrastruktur der Mine(n).
Nun kommen aber etliche langsam in Bewertungen, wo man sich den einen oder anderen antizyklischen Kauf über die Ferienzeit wirklich mal überlegen könnte.
Wenn Zeit ist, dann kann ich evtl. mal paar Firmen hier reinstellen.

Übrigens, kleiner Tip noch. Ist aber nicht ganz frisch. BHP schliesst eine Nickel-Raffinerie für Monate. Dadurch gehen nicht unerhebliche Kapazitäten vom Markt. Die Nickelpreise sind schon angezogen. Hier gib`s also eine Sonderbewegung.
Längerfristig bin ich aber für Nickel nach wie vor nicht bullish. Es kommen einige an Kapazitäten neu auf den Markt. Wenn ich da z.B. an Talvivaara oder Mirabela denke, dann sind das zusammen schon mal über 50.000 Jahrestonnen.

Gruss
s.

BHP shuts Australia nickel refinery for 4 months
Thursday June 12, 2008, 10:44 am

(Adds details)

SYDNEY, June 12 (Reuters) - Global miner BHP Billiton Ltd (ASX: BHP.ax) BLT.L said it would immediately shut down its Kwinana nickel refinery in Western Australia for about four months as it had to rebuild a furnace at its Kalgoorlie nickel smelter earlier than planned.

The announcement drove BHP's shares down 3.5 percent and sent nickel prices MNI3=LX up $500, or 2.2 percent, to $23,750 a tonne at 0032 GMT.

BHP estimated the shutdown would cut its nickel sales by 25,000 tonnes in the financial year to June 2009, and by 3,000 tonnes for the current year to end-June.

"This will be very significant. We will lose 25,000 tonnes of metal because of the shutdown. We already estimate the refined nickel market will be in deficit by 80,000 tonnes this year, and this will just deepen the shortfall," a trader in Sydney said.

"It's time to forget about the stainless steel glut and falling demand. We could see nickel $1,000 a tonne higher by this evening. In fact I wouldn't be selling nickel anywhere below $25,000, I'd buy."

BHP said on Thursday it had planned to start rebuilding the furnace at its Kalgoorlie nickel smelter next year but decided it had to be done now due to deterioration that made it unsafe.

The Kalgoorlie smelter produces around 100,000 tonnes of nickel-in-matte a year which is fed into the Kwinana nickel refinery and also exported to other customers.

BHP said its Nickel West operations were trying to continue concentrate production.

The furnace rebuild has freed up gas supply for BHP's Worsley Alumina refinery, which had been hit by a power shortfall following an explosion at a gas plant operated by Apache Energy APA.N on Varanus Island off Western Australia.

The blast last week cut about a third of gas supplies to Australia's biggest mining state, and Apache expects it will take at least two months to restore partial supplies.

BHP shares touched a low of A$41.91 and last traded down 3.2 percent at A$42.06. (Reporting by Sonali Paul; Editing by James Thornhill)