Polo: Kohle und Uran - 500 Beiträge pro Seite

[updax]

http://www.poloresources.com/

Die aktuelle Entwicklung fordert neuen Thread:

- Joint-Venture
- Insiderkäufe
- Neue Beteiligungen
- Hohe Umsätze in der Aktie in London

Es geht um Kohle und Uran (!)


Habe letzte Woche mal den Wert der Beteiligungen überschlagen

Extract 60 Mio. €
Caledon 25 Mio.
GCM 12 Mio.
Berkeley 4 Mio.
A-Cap 4 Mio.

Summe: über 100 Mio. €

MKP von Polo ca. 88 Mio., d.h alle sonstigen Projekte bekommt man zur Zeit kostenlos !

Freue mich über Kontrollrechnung, Ergänzung oder Berichtigung…


Die Fantasie wird durch Extract beflügelt!

[bolst]

Antwort auf Beitrag Nr.: 37.295.303 von updax am 01.06.09 14:18:16

viel zu teuer und viel zu viele shares outstanding.

wenn du bei kohle nen schnäppchen machen willst schau dir mal coalcorp an

[updax]

Antwort auf Beitrag Nr.: 37.297.160 von bolst am 01.06.09 18:18:56

Warum kaufen dann die Insider?
betr. Optionen:
Ich habe daran nicht den geringsten Zweifel, dass die Insider zuerst an sich selbst denken!

Die kurzfristige (1-2 Jahre?) Fantasie bertifft mehr das Uran in Namibia. Bei der Kohle gilt es langfristig zu denken (5 Jahre?).

Dazu noch mal der Artikel, den ich heute schon einmal bei w:o reingestellt habe:

CONTROL BATTLE
Dattels hitting Rossing South uranium play on five fronts
Now another Stephen Dattels-related company has confirmed it has been stake-building in Kalahari Minerals, the largest shareholder in Extract Resources which is exploring the hugely exciting Rossing South uranium deposit in Namibia.

Author: Lawrence Williams
Posted: Friday , 29 May 2009

LONDON -

There's hardly been a day recently when Kalahari Minerals, Extract Resources and the latter's exciting Rossing South uranium find has not been in the news. Major shareholders Rio Tinto, Kalahari Minerals and Polo Resources have all requested seats on the Extract board, with Kalahari, which holds 39.6% of Extract, calling for the resignation of the latter's Managing Director, Peter McIntyre.

The major shareholders in Extract are the cause of the jockeying for boardroom positions and control as what is proving out to be a huge uranium deposit gets close to a production decision, and there may well be buying in the markets taking place as interested parties try to improve their bargaining power - probably aimed in some cases at getting Rio Tinto to pay top whack for the ultimate control.

The current shareholdings are believed to break down as follows: Kalahari Minerals owns 39.6% of Extract. As of May 18th Rio Tinto owned 14.4% of Kalahari and has a 15.3% direct interest in Extract and Polo Resources owns 9.1% of Extract, while its co-chairman Stephen Dattels owns 0.9% in his own right. Now it emerges that Hong Kong based investment group, of which Dattels is also co-chairman owns 3.57% of Kalahari and that AIM-listed Emerging Metals, of which Dattels is also co-chairman, owns 8.94% of Kalahari.

Dattels has an impressive track record in the mining sector: On the Emerging Metals website his cv records that he founded and/or financed a number of mining ventures with his most recent being UraMin Inc. which was sold in July 2007 to Areva, [for $2.5 billion] the French government-owned fully integrated uranium company.
Dattels was an executive at Barrick Gold Corporation during its formative years when it grew from a capital base of $10 million to a market capitalisation of $2 billion when he left in early 1987. During his employment with Barrick, he was a Director and Executive Vice President of Corporate Finance.
In the past decade, he has completed several financings either directly or through his merchant bank, Regent Mercantile Bancorp Inc., including, for Apollo Gold Corporation, Royal Standard Minerals Inc., Guyana Goldfields Inc., European Minerals Corporation, Defiance Mining Corporation (merged with Rio Narcea Gold Mines Ltd., which in turn was merged with Lundin Mining Corporation), Weda Bay Minerals Inc. (sold to Eramet S.A.), Apac Minerals Inc. (now Golden China Resources Corporation which was merged with Sino Gold Mining Limited), African Gold PLC (now Mwana Africa PLC), Red Dragon Resources and Regent Pacific Group Limited (Hong Kong).

The other significant holder in Kalahari is AIM-listed Niger Uranium with 15.6% - and interestingly the acting CEO for Niger is another former UraMin executive and colleague of Dattels, in Ian Stalker.

It looks like the battle for control of Extract is hotting up with Dattels on the one side and Rio Tinto on the other. One assumes Rio Tinto, with its huge Rossing uranium mine, one of the world's largest, located just to the north of the Extract finds would feel that it is the logical home for Rossing South, but Dattels, whose appetite will have been whetted by the huge $2.5 billion sale in 2007 of his UraMin company to Areva for the Trekkopje uranium project - and Rossing South looks like working out as an even better prospect than that. It is certainly higher grade and quite possibly has tonnages to match. Whether anyone would be prepared to pay in the billions of dollars for Rossing South in the current environment though remains the main question. If one can put that kind of value on it then all the players (except perhaps Rio Tinto) in the Rossing South saga look cheap!

Quelle:
http://www.mineweb.com/mineweb/view/mineweb/en/page72103?oid…

[bolst]

Antwort auf Beitrag Nr.: 37.297.920 von updax am 01.06.09 20:13:23

wer weiß denn schon,was in 5 jahren ist?wie gesagt.zuviel shares draußen.

[updax]

Antwort auf Beitrag Nr.: 37.299.196 von bolst am 02.06.09 00:17:20

wer weiß denn schon,was in 5 jahren ist?

Jede Wette, dann sprechen mehr Westler chinesisch!

Hast ja recht:
Die Kohleförderer sind so abgestürzt, die haben mächtiges Erholungspotential. Wie man ja gerade sieht!
Bin auch bei einzelnen dabei.

[hbg55]

[updax]

Dattels und Mellon waren also diese Woche wieder sehr aktiv! Stalker erweist sich als verlässlicher Kumpel.
Alles sehr ausführlich und zeitnah nachzulesen im NWT-Thread!

Ich wiederhole mich: Ich halte die beiden für Börsenhaie, die in die 1.Liga aufsteigen wollen. In Explorer investieren heißt zu allererst in das Management zu investieren. Mein Eindruck ist, dass die beiden noch immer unterschätzt werden. We will see!

Ich werde hier einfach von Zeit zu Zeit einen Performance-Vergleich reinstellen. Der Markt entscheidet!

Gruß an die NWT-User!

[power_48]

Polo and Dattels building up more uranium stakes in southern Africa
Stephen Dattels' Polo Resources is busy expanding its interests in southern African uranium explorers, taking significant stakes in Impact Minerals and West Australian Metals.

Author: Lawrence Williams
Posted: Friday , 05 Jun 2009

LONDON -

We recently reported here the moves being made by Stephen Dattels, and some of the companies with which he is associated, stake building in exciting Namibian uranium developer, Extract Resources (see Dattels hitting Rossing South uranium play on five fronts). But Extract is not Dattels' only foray into southern African uranium projects as he, and associated company Polo Resources, are busy tying down stakes in other significant uranium prospects in the region. With other companies in the Dattels stable also capable of stakebuilding in the sector, one does get the impression that Dattels himself, who made a fortune selling UraMin to Areva at the height of the uranium price boom in 2007, does have a certain confidence in the future of the uranium market!

The latest two uranium sector investments in this pattern to emerge are in Australian headquartered companies Impact Minerals (ASX:IPT) and West Australian Metals (ASX:WME), both of which have significant uranium exploration projects in the region - the former in Botswana and the latter in Namibia - both considered good countries to work in from a mining friendly and political risk standpoint.

In an announcement this morning, Impact noted that it is placing 18,668,326 new shares at an issue price of 16.07 cents per share, raising $3 million, to Polo Resources (AIM:PRL) bringing Impact's cash reserves to $4.3 million. Polo will hold a 19.9% equity interest in Impact following the completion of the placement.

Impact goes on to throw further light on the depth of Polo's interests in the sector saying that its primary focus is investment in, or acquisition and development of, advanced stage uranium mining projects and that it currently has an investment portfolio of uranium and coal interests, and 50% of a joint venture with Peabody Energy Corporation, formed to hold all of Polo's coal and uranium assets in Mongolia.

During 2009, Polo has so far acquired an 8.93% interest in Berkeley Resources, a leading uranium explorer doing feasibility work on the Salamanca deposit in Spain; a 9.08% interest in Extract Resources, operator of the Rossing South project in Namibia; and has also entered into a Subscription Agreement to acquire up to a 19.9% interest in A-Cap Resources, currently undertaking feasibility work on the Letlhakane uranium project in Botswana.

Impact also noted that Polo's Executive Chairman, Stephen R Dattels, and MD, Neil Herbert, were both UraMin directors who negotiated the sale of UraMin to Areva in July 2007 for US$2.5 billion. The flagship deposit of the UraMin assets was the world class Trekkopje calcrete-hosted uranium deposit in Namibia.

Impact owns 100% of its Botswana Uranium Project which comprises about 25,000 sq km of Prospecting Licences that cover about 350 km of the strike extensions of rocks that host uranium deposits near the town of Serule. Here A-Cap Resources has its Letlhakane uranium project comprising three deposits hosted by near-surface calcrete and by Karoo Group sedimentary rocks. A-Cap has reported an inferred resource of 98 million lbs uranium oxide at an average grade 158 ppm at a cut-off grade of 100 ppm.

Meanwhile, yesterday, West Australian Metals announced that it has secured Polo as a ‘cornerstone investor' in a previously announced $9.9 million share placement. Polo is to take up 49.56 million shares (and attaching options) under the placement, which will involve the issue of a total of 82.6 million shares at an issue price of $0.12 each. The balance of the placement is to be subscribed for by institutional or sophisticated investors. Upon completion of the placement Polo will own approximately 11.95% of the shares on issue.

And - among the ‘sophisticated investors' are four of Polo's directors: Stephen Dattels, Neil Herbert and Paul Ingram subscribed for 2.25 million shares while Guy Elliott subscribed for 1 million shares.

In a statement on this transaction, Neil Herbert said "We are very pleased to announce the further expansion of our uranium interests with this significant investment in WME. We are particularly excited by the potential of the Marenica Project which we see as a considerable value driver for shareholders ... The Marenica project lies within the same uranium province as the Rossing and Langer Heinrich uranium mines and immediately north of the Trekkopje mine, which is currently being developed by Areva."

While Canada, Kazakhstan and Australia are currently seen as the world's largest uranium producers and as having the biggest reserves, southern Africa - including Namibia, Botswana and South Africa - look like in combination as likely to challenge the pre-eminence of the current top uranium miners. One gets the impression that the explorers have only scratched the surface of this region so far, but maybe too many new miners coming on stream over the next decade could lead to a glut in the market.
http://www.mineweb.net/mineweb/view/mineweb/en/page72103?oid…" target="_blank" rel="nofollow ugc noopener">
http://www.mineweb.net/mineweb/view/mineweb/en/page72103?oid…

[updax]

Bei Polo:

Clinton Giustra Sustainable Growth Initiative

[updax]

19 June 2009
POLO RESOURCES LIMITED
Cash Placing
Polo Resources (PRL), the AIM listed mining company with coal and uranium interests in Africa, Australia, Europe and Asia, is pleased to announce that it has raised approximately US$10 million before expenses to enable Polo Resources to take advantage of additional uranium opportunities as they may arise and for general working capital purposes. A total of 160,000,000 new ordinary shares (the 'Placing Shares') have been placed by Canaccord Adams Limited ('Canaccord') and BMO Capital Markets Limited ('BMO') as lead agents at a price of 3.85 pence per Placing Share (the 'Placing Price'), raising gross proceeds of approximately US$10 million (the 'Placing').

The Placing is conditional upon, inter alia, admission of the Placing Shares to trading on AIM ('Admission'). It is expected that Admission of, and settlement for the Placing Shares will be at 8.00 a.m. on 24 June 2009.

All the Placing Shares will be credited as fully paid and will rank pari passu in all respects with the existing ordinary shares of no par value each in the capital of the Company ('Ordinary Shares'), including the right to receive all dividends and other distributions declared, made or paid after the date of issue.

Director's Dealings

The following directors of the Company, have participated in the Placing at the Placing Price in the following amounts:

Director
Number of Placing Shares

Stephen Dattels
5,961,721

Neil Herbert
2,543,668

Bryan Smith
1,987,240

Guy Elliott
794,896

As a result of these dealings, from Admission:

Mr Dattels will be interested in a total of 106,676,007 Ordinary Shares representing approximately 4.55% of the issued ordinary share capital from Admission;

Mr Herbert will be interested in a total of 51,732,954 Ordinary Shares representing approximately 2.20% of the issued ordinary share capital from Admission;

Mr Smith will be interested in a total of 4,287,240 Ordinary Shares representing approximately 0.18% of the issued ordinary share capital from Admission;

Mr Elliot will be interested in a total of 28,173,467 Ordinary Shares representing approximately 1.20% of the issued ordinary share capital from Admission;

Quelle:
http://www.investegate.co.uk/Article.aspx?id=200906190753341…

[updax]

Plötzlich Umsätze in D !

Börsenbrief EMI hat Polo entdeckt (22.6.)...

[Heuschreck]

Antwort auf Beitrag Nr.: 37.460.069 von updax am 24.06.09 18:05:59

Hi updax,

hier die Quelle: http://www.britishbulls.com/StockPage.asp?CompanyTicker=PRL&…

Gruß
HEUSCHRECK

[Heuschreck]

Antwort auf Beitrag Nr.: 37.461.068 von Heuschreck am 24.06.09 19:53:53

... besser gesagt, ein weiterer BB, nicht EMI.

PRL hält etwa zehn Prozent an Extract Resources. Mehr braucht man eigentlich nicht zu sagen.

Gruß
HEUSCHRECK

[updax]

Antwort auf Beitrag Nr.: 37.461.113 von Heuschreck am 24.06.09 20:00:24

Hi Heuschreck, danke für den Hinweis.

Nicht EMI ??

Endingen (aktiencheck.de AG) - Nach Ansicht der Experten von "Emerging Markets Investor" besitzt die Aktie von Polo Resources (ISIN VGG6844A1075/ WKN A0M12S) Vervielfachungspotenzial.
Das Unternehmen verfüge über 58 Kohle-Projekte und 26 Uranium-Liegenschaften in der Mongolei. Jüngst seien die Kohle-Assets in ein Joint-Venture ausgegliedert worden. Sie würden gemeinsam mit dem US-Konzern Peabody entwickelt.
Mit einer Marktkapitalisierung von 140 Mio. USD, von denen die Hälfte durch den Kassenbestand abgedeckt wird, bietet die Polo Resources-Aktie Vervielfachungspotenzial, so die Experten von "Emerging Markets Investor". (Ausgabe 12 vom 22.06.2009) (22.06.2009/ac/a/a)

Quelle:
http://aktien.onvista.de/empfehlungen.html?ID_OSI=17966543

Gabe wohl schon einmal eine Empfehlung im März 2008.

Die Connection zu EMI reicht bis ins Jahr 1997 zurück.

Gruß

[updax]

Nächstes Ei im Polo-Körbchen: Uranex
http://ww1.investorrelations.co.uk/polo/uploads/pressrelease…

[updax]

Die Zeit arbeitet für Kohleprojekte in Asien:

Goldman Sachs: Kaufempfehlungen in Chinas Kohlesektor
(Auszug)
...
Wie der für den chinesischen Kohlesektor verantwortliche Analyst erklärte, scheine die Nachfrage dort wieder anzuziehen. Gleichzeitig sei die Produktion der kleineren Minenbetreiber nicht mehr allzu hoch, so dass kaum noch Überkapazitäten zu befürchten seien...

http://www.emfis.de/global/global/nachrichten/beitrag/id/Gol…

[updax]

@wantedman
Ich ergänze mal Deine Zahlenrechnung aus Eurem NWT-Thread für Polo:

Bei dem erwarteten Verkauf von Extract würde Polo knapp 300 Mio. USD erhalten, entspricht ca. dem doppelten der aktuellen MKP von Polo! Strahlende Zeiten kommen auf uns zu!

[updax]

Zum Thema Extract:
HP von Polo (3.Juli)

Stephen Dattels, Chairman of Polo Resources, said:
“This resource upgrade on Zone 1 at Rossing South provides confirmation that Rossing South is a
world class uranium project.
“With the forthcoming Zone 2 maiden resource scheduled to be announced in August 2009 we
believe Extract has the potential to establish an even larger resource base over the next two months.
We are optimistic that we will see a significant increase to the Zone 1 resource once the entire
Extract tenement is explored, which could position Rossing South as one of the largest uranium
deposits in the world.”

http://ww1.investorrelations.co.uk/polo/uploads/pressrelease…

[hbg55]

Antwort auf Beitrag Nr.: 37.520.262 von updax am 05.07.09 14:37:51

joooo, denke mal auf dem wieder zurückgekommenen niv. findet
man akt. atraktive zustiegs- chancen

[hbg55]

zwar schon abissl älter, aber nicht minder int. nachfolg.
research report von HANSON WESTHOUSE aus 05.09..........
mit nem target price von......... 5,63p


...akt. sinds grad mal....3,65( KEIN zahlendreher )


http://www.poloresources.com/PDF/PRL%2019-05-09_HansonWestho…

[hbg55]

RT...3,63Bp

[updax]

Gestern hätte man Polo-Shares billiger kaufen können als Dattels selbst.

Polo scheint seine Namibia-Uran-Hoffnungen nicht nur auf Extract zu beschränken:
Neil Herbert, Managing Director of Polo Resources, said:
“We look forward to the results from this extensive drill programme. WME has an 80% interest in Marenica and has already announced a JORC compliant Inferred Resource of 111 million tonnes at 140ppm U3O8 for 34 million pounds of contained U3O8 in near-surface palaeochannels, similar to that found at the Trekkopje uranium mine currently being brought to production by Areva which is located within 40kms and which is expected to become one of the world’s 10 largest uranium mines by 2011.”

http://ww1.investorrelations.co.uk/polo/uploads/pressrelease…

[hbg55]

Antwort auf Beitrag Nr.: 37.548.776 von updax am 10.07.09 14:27:06

...gab offenbar immer noch genügend preiswerte stücke - vol.
hat sich zu gestern mehr als verdoppelt........der kurs nicht
gaaaaaanz

[hbg55]

gibt nen brandfrischen research repot vom 13.07.09 mit
BUY- recom. und nem kursziel von Bp 6,50 !!!!


hier, schaut mal.......


http://www.poloresources.com/PDF/PRL_13-07-09_GrowthEquities…

[updax]

Antwort auf Beitrag Nr.: 37.583.900 von hbg55 am 16.07.09 11:29:29

Da steht genau das drin, was ich hier sagen wollte!

HH, hbg55!

[hbg55]

Antwort auf Beitrag Nr.: 37.584.328 von updax am 16.07.09 12:19:12

...DAS dacht ich mir

[hbg55]

Antwort auf Beitrag Nr.: 37.551.104 von hbg55 am 10.07.09 18:17:32

....HEUTE gehts mal wieder mit schönen paketen richtung VIER - mal
schauen, ob wir diesmal im stande sind, diese marke nachhaltig zu
überwinden..........


13:18:45 3,86 12.500 13.136.503
13:06:56 3,85 10.000 13.124.003
12:48:59 3,82 100.000 13.114.003
12:48:43 3,845 60.000 13.014.003
12:43:50 3,845 17.876 12.954.003
12:43:47 3,85 5.000.000 12.936.127
12:38:48 3,845 64.438 7.936.127
12:38:04 3,85 5.000.000 7.871.689

[hbg55]

Antwort auf Beitrag Nr.: 37.669.237 von hbg55 am 29.07.09 13:57:59

...ES IST SO WEIT..........haben endlich wieder die VIER vorm komma.......mit skt. TH bei 4,08 !!!!


Times & Sales
Uhrzeit Kurs letztes Volumen kumuliert


15:40:49 4,05 12.000 24.883.412

15:40:43 4,08 48.606 24.871.412

15:40:30 4,05 100.000 24.822.806
15:33:38 4,01 12.796 24.722.806
15:30:04 4,039 50.000 24.710.010
15:28:57 4,04 10.598 24.660.010
15:25:19 4,05 36.608 24.649.412
15:25:14 4,04 30.000 24.612.804
15:23:42 4,04 100.000 24.582.804
15:23:42 4,04 100.000 24.482.804
15:18:19 4,038 8.000 24.382.804
15:16:46 4,04 100.000 24.374.804
15:13:47 4,04 250.000 24.274.804
15:12:32 4,04 250.000 24.024.804

[hbg55]

.......gestützt von weiter anziehendem EXT- kurs konnte sich auch
POLO oberhalb der FOUR- marke festsetzen und rechne, daß sich dieser
trend kurzfr. fortsetzen wird





RT...GBp 4,35

[hbg55]

Antwort auf Beitrag Nr.: 37.730.259 von hbg55 am 07.08.09 10:06:25

...und daß EXT sich so hervoragend präsentiert liegt wohl an akt. studie zum ROSSING SOUTH- proj. aus 08.09..........


Extract Resources provides Rossing South preliminary cost estimates........mit folg. highlights:


* Production rate 15.0 M tpa
* Estimated head grade 487 ppm U3O8
* Mill Recovery 92%
* U3O8 production 14.8 M lbs / year (6.7 K tpa)
* Project capital estimate US $704M

* Production cost estimate US $23.60 /lb U3O8

[hbg55]

Antwort auf Beitrag Nr.: 37.730.831 von hbg55 am 07.08.09 10:58:17

...und wie aus infos auf der HP zu entnehmen ist, haelt POLO u.a. auch nen stattlichen anteil an EXT von 9.06 % !!!


http://www.poloresources.com/Company_Profile.htm

[hbg55]

Antwort auf Beitrag Nr.: 37.730.906 von hbg55 am 07.08.09 11:07:03

....und EXT eilt weiterhin von einem ATH zum nächsten......

HEUTE.......aud 8,99

[hbg55]

Antwort auf Beitrag Nr.: 37.836.371 von hbg55 am 24.08.09 10:40:30

..da wunderts wenig, daß auch bei POLO wachsendes interesse
im markt festzustellen ist........





RT...GBc 4,65

[hbg55]

POLO´s 9%iges EXT- paket wird immer wertvoller - HEUTE gings
in aussiland bis auf neues SK- high von 9,73


wenns so weitergeht entwickelt sich selbst POLO zu nem
ernsthaften übernahme- kandidat !!!!

[updax]

Antwort auf Beitrag Nr.: 37.843.981 von hbg55 am 25.08.09 10:53:21

Ja, zurücklehnen und genießen!

Dattels und Mellon sind am Ball. Extract entwickelt sich zum Knaller.
Und wir sind erst am Anfang...

Gruß

[hbg55]

Antwort auf Beitrag Nr.: 37.836.391 von hbg55 am 24.08.09 10:43:16

...GBp ´5´ kommt in reichweite

[hbg55]

DEALTALK-Mine find, Rio bid chatter propel Extract shares higher
Thu Sep 3, 2009 12:16am EDT


http://www.reuters.com/article/marketsNews/idAFHKG6287420090…

[hbg55]

bei hohem vol. gehts hier heute weiter gen norden


RT...GBp 4,92

[updax]

Antwort auf Beitrag Nr.: 37.937.341 von hbg55 am 08.09.09 12:46:18

Jo, sehr schön.

Meistes kommt nach solchen Kurssteigerungen begleitet von hohem Umsatz irgendeine News.

Der Chart von Polo ab Jan. 09 sieht richtig gut aus!
Mit der 5 GPD dann neuer Gipfel.

[hbg55]

moin updax,

...seh ich auch so - wenn der widerstand bei GBp 5,- geknackt
ist, gibts noch ne menge luft....nach OBEN

[updax]

Antwort auf Beitrag Nr.: 37.937.818 von hbg55 am 08.09.09 13:42:12

ding-dong:

Die 5 GBP sind da!!

[hbg55]

Antwort auf Beitrag Nr.: 37.988.232 von updax am 16.09.09 09:58:22

moin updax............und zwar mit gleich 2 HAMMER- trades





....naja, EXT läuft ja auch von ATH zum nächsten - da gibts
für POLO noch einiges aufzuholen

[updax]

Antwort auf Beitrag Nr.: 37.988.285 von hbg55 am 16.09.09 10:03:42

Moin hbg55!

Sind das zwei Einzeltrades in Deinem Chart?

Ich sehe bei yahoo nur den Gesamtumsatz, und der beträgt jetzt schon 16.5 Mio.! Super!

[hbg55]

Antwort auf Beitrag Nr.: 37.988.339 von updax am 16.09.09 10:09:20

...HIER schau mal rein.......


http://aktien.onvista.de/times_sales.html?ID_NOTATION=191565…


RT jetzt sogar schon GBp 5,15

[updax]

Antwort auf Beitrag Nr.: 37.988.458 von hbg55 am 16.09.09 10:21:51

Danke!

Mit dem letzten sichtbaren Trade (250k) auf 4,88 GBP gedrückt, lustig.

Die Mio.-Trades ( der erste davon mit 9 Mio.!) haben die Rakete gezündet!

[hbg55]

Antwort auf Beitrag Nr.: 37.988.660 von updax am 16.09.09 10:41:43

...DU sagst es.....RAKETE wird heute gezündet !!!!


RT jetzt schon GBp 5,42

[hbg55]

Antwort auf Beitrag Nr.: 37.988.894 von hbg55 am 16.09.09 11:02:41

...und siehe DAAAAA......auch die börsen in GER erwachen


in FSE grad ein schöner 200k- block wechhhh für 0,065

[hbg55]

Antwort auf Beitrag Nr.: 37.990.018 von hbg55 am 16.09.09 12:52:09

...wobei wir HEUTE in london schon über 40mio share gehandelt
haben

da bekommen ´manche´ offensichtig großen geschmack an POLO !!!

[updax]

Antwort auf Beitrag Nr.: 37.990.119 von hbg55 am 16.09.09 13:02:12

Oder nur ein Interessent!

Bis jetzt sind 3 Mio. € (52 Mio. Shares) an der Börse geflossen und die bewegen den Kurs um 13 %.

[updax]

Endlich mal wieder aufwärts!-
Hohes Volumen inkl. Kurssteigerung.

News:http://www.poloresources.com/

Kommentar am Ende der News:
Neil Herbert, Managing Director of Polo Resources, said:
“The Erds coal deposit has very good potential for development into a large scale mine with a low strip ratio, producing a low rank thermal coal product for power stations. The project is close to the existing rail network and approximately 140km from the Chinese border. With additional licenses in the area the JV has further potential to expand the resource.”

[updax]

Halten wir fest:

Dattels und Co. waren vergangene Woche wieder in eigener Sache aktiv!

http://www.poloresources.com/

[updax]

SYDNEY (MarketWatch) 6.11.2009 -- Chinese coal imports are set to continue to grow strongly for metallurgical as well as thermal coal as demand for electricity and high-quality coal increases, said Peabody Energy Corp.Boyce said Friday at a media conference in Sydney.
"China turning net importer is a structural change. We expect Chinese rapid coal demand growth to continue for some time," said Boyce, who expects "healthy" increases in coal contract prices for the 2010-2011 Japanese financial year starting April 1.
This contract year coking prices settled at US$125 a metric ton and thermal coal prices at US$72/ton.
"There is no question that coal demand is continuing to increase. Spot prices for metallurgical coal are higher than benchmark prices and we are seeing economies starting to recover," Boyce told reporters.
During January-September, China imported nearly 26 million tons of coking coal, up nearly fivefold on the year and coming at a crucial time for miners when coking coal demand in other major countries plummeted. Australia supplied 17.4 million tons of those imports.
Total coal imports to China until September are at nearly 86 million tons, up more than double on the year.
During the first nine months of the year, Peabody has committed nearly 3.3 million tons of coal for China deliveries, including more than 1.7 million tons from its Australian operations.
"It looks to us like (China's) strategy is to satisfy an increasing amount of electricity demand in southern and eastern China from imported coal and to actually keep the coal mined in northern and western China there and convert it in the region," said Boyce.

Quelle:
http://www.marketwatch.com/story/china-to-remain-major-coal-…

[updax]

News von heute (HP):
Extract wird aufgestockt! Jetzt 10,32 %.

[updax]

Gutes Zeichen:

Es gibt wieder Anleger, bei denen das Geld locker sitzt.
Da kauft einer auf xetra 40k für 6 €c statt in London für 5 €c.

Hallöchen Polo-Fan,
mit einem Klick hättest Du 400 € sparen können!

Oder weißt Du mehr?
Geht Polo heute noch ab wie eine Rakete?

[updax]

Seit Stalkers Einstieg bei Berkeley ist dort der Kurs innerhalb von drei Tagen um 20 % gestiegen.
Polos Wertsteigerung dadurch ca 1,6 Mio. A$.

[updax]

Signifikante Aufstockung von Ingalls & Snyder, jetzt 6,387 %.

[updax]

Impact heute mit überdurchschnittlichem Umsatz 24 % im Plus.

Schade, dass Polo seine Beteiligung kürzlich heruntergefahren hat...

[updax]

Jetzt wieder Berkeley (Scoping Study vom 2.12.)

Kurs macht in drei Tagen 20% plus.

[updax]

Betrifft Polos bedeutendste Beteiligung Extract:

1,5 Mrd. Cash: Geht Cameco jetzt auf Einkaufstour?

Stuttgart (www.rohstoffe-go.de) Rund 872 Millionen kanadische Dollar fließen einem der größten Uranproduzenten der Welt, der Cameco Corp., aus dem Verkauf der Beteiligung an Centerra Gold zu. Und nun rechnen Analysten damit, dass Cameco mit frische gefüllter Kriegskasse auf Einkaufstour gehen wird...
Auch Extract Resources (121098) in Namibia ist nach Meinung von Octagon Capital ein möglicher Übernahmekandidat, der ein großes, hochgradiges Vorkommen in der Nähe der Rossing-Mine von Rio Tinto vorweisen könne. Die Experten sind der Ansicht, das der Bergbaugigant Rio Tinto – der 14,7 Prozent an Extract direkt und weitere 5,6 Prozent über eine Beteiligung an Kalahari Minerals hält – sich die Entwicklung von Extracts Rossing South-Vorkommen mit einem erfahrenen Weltklasseproduzenten teilen wollen könnte.
Cameco verfügt, zusätzlich zu den rund 872 Millionen Dollar aus dem Centerra-Verkauf über weitere 670 Millionen Dollar in der Bilanz, sodass der Konzern nach Abschluss der Centerra-Transaktion allein über 1,5 Milliarden Dollar Cash verfügen sollte.

http://www.rohstoffe-go.de/index.php?id=771&tx_asiabeitrag2_…

[updax]

Heute ist Extract um 5,3 % angesprungen.

Jeder Prozentpunkt bedeutet für Polo ca. 1 Million Euro (grob überschlagen) mehr Wert.

Polo-Aktie reagiert nicht, verrückte Börsenwelt!

[hbg55]

Antwort auf Beitrag Nr.: 37.836.391 von hbg55 am 24.08.09 10:43:16

na da gingen ja heute mal wieder kräftig stücke übern
tisch an der LSE.....war das die wende zur sehnlichst
erwarteten jahresend- rally - ICH seh da sonen kl. haken am ende





SK...GBp 3,725

[updax]

Auf der Homepage weiter Totentanz.
Dabei passiert im Hintergrund einiges:

- AREVA übernimmt die Marenica-Shares, Polo erhält dafür Berkeley-Aktien
- RP veräußert seine Polo-Anteile überraschend (über den Markt ?)
- die Polo-Aktie ohne Kaufdruck, trotz des inneren Wertes von 8 - 9 GBP

[hbg55]

Antwort auf Beitrag Nr.: 38.665.071 von updax am 05.01.10 08:09:12

...mir scheint POLO wird grad abisl ausm winterschlaf ´geweckt´...





RT schon auf GBP 4,15 gesprungen

[updax]

Antwort auf Beitrag Nr.: 38.666.529 von hbg55 am 05.01.10 11:49:51

Ich sollte öfter jammern!

[hbg55]

Antwort auf Beitrag Nr.: 38.666.661 von updax am 05.01.10 12:06:15

...ja.........und bloß nicht aufhören....bis zum
widerstand bei FIVE - dann mach ICH weiter

[adeon]

Jetzt gehts aber los..

Gibt es irgendwelche news??

[updax]

Antwort auf Beitrag Nr.: 38.733.378 von adeon am 14.01.10 10:03:32

Polos Beteiligung GCM bekommt wohl Abbau-Lizenz.

GCM ebenfalls ordentlich angesprungen:
http://uk.finance.yahoo.com/q?s=GCM.L

[hbg55]

Antwort auf Beitrag Nr.: 38.734.024 von updax am 14.01.10 11:05:41

...das wäre wünschenswert - lies mal !!


http://www.lloydslistdcn.com.au/archive/2010/january/14/ther…

[updax]

Antwort auf Beitrag Nr.: 38.742.918 von hbg55 am 15.01.10 10:46:49

Jo, auffallend folgende Sätze:

"...Eighty percent of China's power needs are fuelled by coal, almost all of which has historically been supplied domestically.
However, China became a net importer of thermal coal last year, sourcing about 50m tonnes of the product from overseas..."

Wir sind hier genau richtig! Kohle wird Kohle bringen.

[hbg55]

Antwort auf Beitrag Nr.: 38.744.193 von updax am 15.01.10 12:47:34

...und wenns so weiter geht, darf dann ICH bald
´weiterjammern´ - allerdings GER- like auf HOEHEREM niv. !!!

[hbg55]

Antwort auf Beitrag Nr.: 38.599.800 von hbg55 am 18.12.09 20:29:29

...setzt mit heutigem tag die ´trendwende´ ein - mit schönem
vol.- anstieg gehts zurück ÜBER die VIER

[updax]

Antwort auf Beitrag Nr.: 38.874.176 von hbg55 am 03.02.10 18:39:15

Jo, liegt wohl wieder an GCM.

Vor wenigen Tagen noch waren wir deutlich höher!

Ziemlich langweiliger Markt zur Zeit.

Spannend bleiben die Optionen, die Polo von Marenica besitzt. Ob sie darüber noch etwas eincashen können?

[hbg55]

...guck mal...lt. heutiger news........


As at today's date, Polo holds 22,550,849 ordinary shares in Extract, representing approximately 9.28% of the issued ordinary share capital of Extract.


Neil Herbert, Managing Director of Polo, said:
"Extract recently delivered further exceptional exploration results and identified additional regional potential confirming Rossing South as the leading development uranium project in the world today. Polo is a major investor in, and supporter of, Extract and we make no secret of our confidence in the future of the company and its Rossing South project. With the growth in market valuation of Polo’s strategic interest, we are pleased to announce the timely appointment of BMO to advise on strategic options.”

[hbg55]

Antwort auf Beitrag Nr.: 38.876.239 von hbg55 am 03.02.10 23:35:04

....auch nachfolg. RESEARCH- report von WESTHOUSE......
....lesenswert


Polo Resources
4.4p
Change in Holdings
21 January 2010


http://www.poloresources.com/PDF/Polo%20Reources_Change%20in…

[updax]

Antwort auf Beitrag Nr.: 38.876.269 von hbg55 am 03.02.10 23:45:38

Dank für den Link!

Ich habe schon befürchtet, dass Polo die Aktivitäten auf der HP einstellt!

Gruß

[hbg55]

Antwort auf Beitrag Nr.: 38.876.269 von hbg55 am 03.02.10 23:45:38

...hier mal die MAIN- facts aus der studie.........


MINING RESEARCH

Polo Resources 4.4p

Change in Holdings
21 January 2010

Polo Resources (AIM: PRL) has made changes to several of its holdings which materially impact our NAV estimate for the company. Most significantly, Polo has re-acquired a stake in Berkeley Resources (AIM: BKY) from Areva in exchange for Polo’s holding in Marenica Energy (ASX: MEY) plus A$7.42m in cash, whilst liquidating its remaining holding in Uranex (ASX: UNX).

The current share price is at a 36% discount to our NAV of 6.88p. Despite Caledon announcing it was no longer actively seeking a sale of the company, potential corporate action remains pending on several other Polo investments.

In response, we maintain our BUY recommendation and target price of 7p per share.


....na DAS sind doch schöööööne perspektiven - und für MICH
eher ´konservativ´ kalkuliert

[adeon]

Frankfurt Taxt einen aktuellen KURS von 0,086

Wenn das nur wirklich so wäre

[adeon]

Hallo zusammen

Die Polo Beteiligung GCM Resources war heute im Hoch schon auf
154 Pence. Ist schon etwas wegen der Abbaugenehmigung durchgesickert?

KAnn mir jemand sagen wie viel % an GCM POLO aktuell hält?

Gruß
Adeon

[updax]

Antwort auf Beitrag Nr.: 39.060.148 von adeon am 04.03.10 16:14:03

Hallo adeon,

nach meinen Infos ca 30 % !

Siehe auch: http://www.gcmplc.com/company_details

GCM entwickelt sich zum Zugpferd für Polo.

[updax]

Polo announces conditional listing on Toronto Stock Exchange

http://www.poloresources.com/

[hbg55]

Antwort auf Beitrag Nr.: 39.063.628 von updax am 04.03.10 20:58:01

...und diese 30 % können sich noch ´richtig´ bezahlt machen -
hier lies mal folg. auszug aus WESTHOUSE- studie von 01.2010....


GCM licence rumours continue

Polo holds 15.2m shares or 29.83% of the issued share capital of GCM Resources (AIM: GCM).

GCM has been waiting since 2005 for governmental approval to develop the Phulburi coal project in Bangladesh. Bangladesh has no national coal policy and needs to finalise one before coal can be extracted from this or any of the other four coal fields which contain around 2.55bn tonnes of reserves in total including the 572m tonnes at Phulbari.

However, the Times of London reported on 14 January 2010 that GCM is “on the verge of being awarded a long-awaited licence in Bangladesh”. This has caused the GCM share price to rally strongly up nearly 50% over the past month.

There has been no formal statement from either the company or the government but if the licence is granted, we expect a substantial re-rating in the value of GCM and consequently in Polo’s holding.


....da sag ich nur.........keep LOOOOONG & STRONG !!!

[adeon]

DAnke für den Interessanten Text

Jetzt springt unsere nächste Beteiligung an.
CAledon Resources steigt innerhalb weniger Tage von
0,65 auf 0,85 Austarlische $. Zur Zeit jeden Tag ca. 5%
plus

[updax]

Antwort auf Beitrag Nr.: 39.134.595 von adeon am 14.03.10 09:32:04

Jo, GCM, Caledon und dann richtiges Cash für Extract!

Polo ist eindeutig unterbewertet!

[adeon]

Umsatz in Frankfurt zu 0,058???
Ich bin unschuldig

[updax]

Antwort auf Beitrag Nr.: 39.148.915 von adeon am 16.03.10 13:24:58

Da hat wohl ein Vertreter von Landesbanken zugeschlagen, für den Geld keine Rolle spielt.

[adeon]

Jetzt gehts los

Extract +15 % da ist doch was im Busch

[updax]

Antwort auf Beitrag Nr.: 39.174.065 von adeon am 19.03.10 07:58:46

Nach 1 Stunde schon 14 Mio. Umsatz!

[updax]

Polo Interims Results:

Darin Herbert:
"As at 19 March 2010 Polo had a net cash position of US$27 million and listed investments of US$250
million, equivalent to 6.43p per Polo share."

http://www.poloresources.com/

[updax]

News von heute:
Polo acquires 150 million warrants in the Company
Polo Resources is pleased to announce that warrants to subscribe for 150,000,000 ordinary shares in the Company have been surrendered for a cash consideration of £1,000,000. The warrants were issued in May 2009 with an expiry date of 30 November 2010 and an exercise price of 4 pence per share. These warrants will be cancelled with immediate effect.


Hintergrund:
Total share options in issue
(aus den Interim Results)

As at 31 December 2009 the unexercised options in issue were;
Exercise Price Expiry Date Options in Issue
30 June 2009
5p 4 September 2012 4,000,000
9p 4 March 2018 21,000,000
3.5p 30 January 2019 105,750,000
4.28p 7 June 2019 10,000,000
140,750,000
As at 31 December 2009 the unexercised warrants in issue were;
Exercise Price Expiry Date Warrants in Issue
30 June 2009
4p 30 November 2010 404,866,875
3.775p 30 November 2010 8,823,530
4p 30 November 2010 1,764,706
415,455,111
No warrants lapsed or were cancelled or exercised during the 6 months to 31 December 2009.

[updax]

Polo befreit sich also vom Zugriff Peabodys:
Dieser Zugriff reduziert sich von 15 % (400k-Warrants) auf 10 % (250k)!

Mn könnte folgern, dass Polo noch (!) ein Interesse an niedrigen (eigenen) Kursen hat.

[updax]

Antwort auf Beitrag Nr.: 39.246.631 von updax am 30.03.10 16:22:30

Muss natürlich 400 Mio. und 250 Mio. warrants heißen.

Peabody kann Cash gut gebrauchen, wollen sie doch McArthur übernehmen (Gebot 3,3 Mrd. AUD). Für die 1 Mio. GBP können sie dann schon mal ein paar Briemarken kaufen. Jedenfalls stehen die Zeichen gut, dass Polo auch die übrigen 250 Mio. warrants vorzeitig aus dem Markt nehmen können.

Die prognostizierten Übernahmen im Kohlesektor beginnen jetzt...

[updax]

Bei GCM ist was im Busch:
52wk-high geknackt!

[adeon]

Antwort auf Beitrag Nr.: 39.251.548 von updax am 31.03.10 09:35:30

Ja da kommt was auf uns zu schon bei 164

[updax]

Aktueller Kommentar zu Polo:
http://www.iii.co.uk/articles/articledisplay.jsp?section=Sha…" target="_blank" rel="nofollow ugc noopener">http://www.iii.co.uk/articles/articledisplay.jsp?section=Sha…


Der Verfasser vermutet mit dem Dual-Listing in Kanada "a fresh story for Canadian investors".

Alle Companies aus dem Netzwerk MuD haben bekanntermaßen viel Cash!

[updax]

Auch bei hotcopper diskutieren sie, wie billig die Aktie von Polo ist:

Kopiert von heute (Stand letzte Woche):
"CDN (25.29%) - 25.29m
GCM (29.83%) - 21.65m
EXT (9.3%) - 114.83m

No. of shares - 2.347 Mrd.

Total = 161.77m (6.89p)

SP Preis 4.75p = 31% discount to these three investments."

Nicht berücksichtigt ist das JV mit Peabody in Mongolia!

[updax]

Polo ab heute auch an der TSX.

[hbg55]

Antwort auf Beitrag Nr.: 39.262.186 von updax am 01.04.10 13:17:25

...und die CANs finden rasch gefallen daran......mit
TH von cad 0,15 gehts zum wochenstart ausm handel.....





...das verspricht auch für EUR nen erfreulichen auftakt zu geben !!!

[updax]

Polo an der TSX heute plus 87,5 %

[updax]

Antwort auf Beitrag Nr.: 39.276.624 von hbg55 am 05.04.10 22:25:53

Haben wir das Osterei doch noch gefunden!

[hbg55]

Antwort auf Beitrag Nr.: 39.276.641 von updax am 05.04.10 22:29:45

...hätte nixxxxxxxxxxxxxx dagegen


schaumamal

[updax]

Antwort auf Beitrag Nr.: 39.276.725 von hbg55 am 05.04.10 23:03:01

Kopiert aus Forum bei iii.com.uk, user bardfield1, 9:41 Uhr heute:

GCM £27m (and rising)
CDN £28m
EXT £120m
Cash £18m
Mongolia £15m
So about £205m, 8.8p/share
Trading at 4.9p/share a 40% discount

[hbg55]

Antwort auf Beitrag Nr.: 39.278.059 von updax am 06.04.10 10:57:42

...DAMIT sollte der sprung über die GBp 5,- marke nicht
mehr in allzu großer ferne liegen

[updax]

Antwort auf Beitrag Nr.: 39.278.261 von hbg55 am 06.04.10 11:22:24

Und schon sind sie da! Mit mächtigen Schritten über die 5 GBP!

GCM aktuell plus 35 % !!!

[hbg55]

Antwort auf Beitrag Nr.: 39.279.272 von updax am 06.04.10 13:46:40

moin updax,

erste euphorie der CANs scheinbar wieder verflogen, aber
viel wichtiger ists ja auch, was an der LSE geschieht.....und
da stabililsieren wir uns OBERHALB der FIVE !!!!

[updax]

Antwort auf Beitrag Nr.: 39.285.035 von hbg55 am 07.04.10 09:58:35

Rechensspiele im iii-Forum (GCM im Steigflug!):

GCM 2,37 dann Polo 9,25 GBp
GCM 4,74 dann Polo 10,79 GBp
GCM 7,11 dann Polo 12,32 GBp

GCM aktuell 2,50 !

Dattels bei Extract zurückgetreten. Will Polo GCM ganz übernehmen??

[hbg55]

Antwort auf Beitrag Nr.: 39.293.761 von updax am 08.04.10 12:14:02

...wer hätte gedacht, daß in zeiten von renew. energy auf
einmal COAL- werte wieder so sexy sein würden - der pure wahnsinn,
aber so ist wirtschaft.......auch !!!!

[updax]

Antwort auf Beitrag Nr.: 39.293.790 von hbg55 am 08.04.10 12:18:48

Von gestern:

Der Energie (Strom?)- Verbrauch der Welt soll sich bis 2030 verdoppeln!

[adeon]

GCM heute im high schon bei 288

[hbg55]

Antwort auf Beitrag Nr.: 39.285.035 von hbg55 am 07.04.10 09:58:35

....woooow.......ist da ein zug drin - DAS läßt das
´gejammere´ der vergangenheit in vergessenheit geraten, gell
updax

und die chance auf weitere stärke sind ja auch kaum mehr
übersehbar

[adeon]

UNd zum Börsenstart neues High bei GCM mit 294

[hbg55]

Antwort auf Beitrag Nr.: 39.299.870 von adeon am 09.04.10 09:25:04

...verspricht ein schöner start ins WE zu werden

[hbg55]

Antwort auf Beitrag Nr.: 39.293.761 von updax am 08.04.10 12:14:02

...off. erklärung liest sich wie folgt..........


Polo Resources Limited ("Polo" or the "Company") - Resignation of Polo Director from Extract Resources Board

TORONTO, April 8 /CNW/ - Polo Resources, the AIM and TSX ("POL") listed
mining company with coal and uranium interests in Africa, Australia and Asia,
announced today that its Executive Chairman, Stephen Dattels, has advised Polo
that he has resigned as a non-executive director of Extract Resources Limited
("Extract"), effective immediately. Polo has a strategic shareholding in
Extract.

Stephen Dattels, Executive Chairman of Polo, said:

"While I have served on the Extract Board, Extract has made significant
progress in identifying the potential of its Rossing South asset as one of the
leading development uranium projects in the world today. Polo is a major
investor in, and supporter of, Extract."

"However, for its own reasons, Polo has previously announced the
evaluation of a range of strategic options to enhance shareholder value with
respect to its shareholding in Extract."

"Extract commenced its own review of strategic options in May 2009."
"In view of all these developments, and the demands of my other
commitments, including in particular as Executive Director of Polo, I have
decided to resign from the Board of Extract."
"I would like to take the opportunity to congratulate the other members
of the Board of Extract, and its management team and employees, on their
success in recent times, and wish them well for what I expect will be a
successful future."

About the Company

Polo is an emerging energy company currently focused on acquiring and
developing advanced stage coal and uranium projects. For complete details on
Polo Resources Limited, management encourages investors and interested parties
to view its public documents filed on AIM Exchange at www.poloresources.com.

[hbg55]

Antwort auf Beitrag Nr.: 39.285.035 von hbg55 am 07.04.10 09:58:35

woooo.....nach ner knappen std. haben wir schon fast die
hälfte des gestrig. TAGES- vol......uuuuund kurs zieht mit!!!

[Kelthe]

120%

Hätt ich das gewusst...Unglaublich

Naja, zu diesen Kurse steig ich so schnell mal nicht ein...


Gruß Kelthe

[updax]

Antwort auf Beitrag Nr.: 39.300.236 von hbg55 am 09.04.10 10:04:27

Macht Spaß heute!

Schafft Polo die 6 GBp, GCM die 300 ??

[hbg55]

Antwort auf Beitrag Nr.: 39.301.041 von updax am 09.04.10 11:26:33

moin....das HEUTE kann man ja schon förmlich als ´kauf- druck´
interpretieren !!!


spät. next week sollte die SIX da sein...IMO

[hbg55]

Antwort auf Beitrag Nr.: 39.301.041 von updax am 09.04.10 11:26:33

..gibts irgend was NEUES ausn foren, hinsichtl. dattels
pläne - MIR scheint da schon bei manchen was durchgesickert
zu sein

[updax]

Antwort auf Beitrag Nr.: 39.301.579 von hbg55 am 09.04.10 12:18:35

Man sollte sich mal an die Historie erinnern:
Londoner Börse

[adeon]

Hallo zusammen

Mal ein paar Gedankengänge am Sonntag morgen

Aus dem Extract board:


Rios Rossing Proposes Developing Rossing South With Extract
2010-04-09 13:44:16.60 GMT


By Chamwe Kaira
April 9 (Bloomberg) -- Rio Tinto Groups Rossing Uranium mine in Namibia wants to develop the Rossing South project together with Extract Resources Ltd., spokesman Jerome Mutumba said.

We have written to them, Mutumba told reporters today
in Arandis, southwestern Namibia. If the project is developed, we want the ore to be processed at Rossing.



Des weiteren ist Dattels bei Extract zurück getreten.
Deutet meiner Meinung nach alles auf eine gemeinsame
Mine mit Rio hin.

[updax]

Antwort auf Beitrag Nr.: 39.309.646 von adeon am 11.04.10 10:57:51

Moin,

Dattels Rücktritt als Bedingung für Rios Einstieg? Polo kann sich dann Zeit lassen mit dem EXT-Verkauf, der Kurs von EXT wird weiter steigen.

In englischen Foren wird spekuliert, dass Polo EXT + GCM verkauft und dann Caledon ganz übernimmt. Polo will sich bekanntlich auf Kohle fokussieren, weg vom Uran. Die Einnahmen würden durch Caledon schneller fließen!

[updax]

Copper Development Corporation (Kupfermine - Philippinen) plant IPO an der AIM. Da gibt es offensichtlich personelle Verbindungen mit Polo. Finanzielle Beteiligungen über Querverbindungen scheinen schon gelaufen, wird in einem engl. Forum berichtet.

Neues Invest für MuD?

[updax]

Polo will Caledon!

http://www.asx.com.au/asxpdf/20100427/pdf/31pz60znb6w33t.pdf

[updax]

Guter Beitrag über Hintergründe:

http://grayshares.blogspot.com/2010/04/dattels-finally-makes…

[updax]

Und hier aktueller Beitrag über Polos Übernahme-Ziel Caledon:

http://www.proactiveinvestors.co.uk/companies/news/16099/cal…

[updax]

Kopiert aus iii, User-Beitrag vom 25.5.10, 13:04


25th May 2010
Analyst: Thomas Jones
Email: [e-mail]
Tel: [phone]

Polo Resources – Divestment of Mongolian Assets, Narrower Focus on Coal and Uranium Plays: Buy with 8.3p Target.

Key Data

EPIC

POL

Share Price


3.875p

Spread


3.8p - 3.95p

Total no of Shares


2,346,645,623

Market Cap


£ 90.9 million

Net Cash


US$23 million

12 Month Range


3.53p - 5.825p

Market


AIM

Website


www.poloresources.com

Sector


Resources

Contact


Neil Herbert, Managing Director

Tel: [phone]

The announcement on the 24th May of a Memorandum of Understanding (MOU) on the sale of its remaining 50% stake in its Peabody-Polo Resources joint venture marks the end of Polo's involvement in its Mongolian coal and uranium assets. The divestment is consistent with Polo's renewed focus on the uranium and coal interests it holds in Extract Resources Limited, GCM Resources plc and Caledon Resources.

Agreed with Peabody Energy Corporation and Winsway Coking Coal Holdings, the MOU will see Winsway taking over Polo's 50% stake in the existing joint venture (JV) with Peabody. Winsway will pay Polo a non-refundable deposit of $1.75 million by the 27th of May granting it exclusive rights until the 20th of July. Should Winsway wish to proceed with the transaction, $13.25 million in cash will be payable immediately and a further $20 million in cash or, under certain conditions, Winsway shares will be payable within 12 months. Polo will retain a 1% royalty on the coal sold from the current JV licences, capped at $50 million over 25 years.

Polo's original JV with Peabody was signed in January 2009 as the largest private sector coal company acquired its 50% interest in the operation though the promise of up to $25.8 million in investment to develop Polo's Mongolian coal and uranium assets.

On the 27th of April Polo announced a possible merger with Caledon Resources, a company in which Polo has long held an equity interest. The in principle agreement will see Polo issuing 11.4 Polo shares for every Caledon share and the creation of a coal-focused natural resources company with a geographically diversified portfolio of exploration, development and production assets. At 3.875p per Polo share, the acquisition values Caledon at £ 96 million.

Polo is well funded with $23 million cash in the bank, has zero debt and reported a pre-tax profit of $6.8 million in the 6 months to 31st December 2009 after generating a net gain of $14.1 million on the sale of several investments in junior listed companies. Our valuation of Polo is derived from the market value of the company's Caledon, GCM and Extract investments as at 24th May 2010, the $35 million Winsway has bid for the Mongolian portfolio under the MOU and the company's net cash position. Adding these together and dividing by the 2,347 million shares in issue we derive a target price of 8.3p per share, and thus with the company currently trading at a clear discount to net asset value, we rate Polo a buy.

[hbg55]

Antwort auf Beitrag Nr.: 39.583.010 von updax am 26.05.10 08:09:06

TORONTO, May 28 /CNW/ - Further to the execution of the memorandum of understanding between Winsway Coking Coal Holdings Ltd. ("Winsway"), Peabody Energy Corporation (NYSE: BTU - News; "Peabody") and Polo, as announced on 24 May 2010, Polo is pleased to announce that on 27 May 2010 Winsway paid the non-refundable deposit of US$1.75 million to Polo.


Negotiations with respect to the sale of Polo's interests in Peabody-Polo Resources BV continue and a further announcement will be made in due course.

About the Company

Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Market at www.poloresources.com.

CAUTIONARY STATEMENT

The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term.

Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.

For further information

Polo Resources Limited: Neil Herbert, Executive Co-Chairman, + 27 82 404 36 37
Canaccord Adams Limited: Ryan Gaffney, + 44 (0) 20 7050 6500
Toronto: James McVicar, Heenan Blaikie LLP, [phone]
Financial Dynamics: Ben Brewerton/Ed Westropp, + 44 (0) 20 7831 3113

[Kelthe]

Antwort auf Beitrag Nr.: 39.601.494 von hbg55 am 28.05.10 18:13:41

Wow, was ist denn jetzt los...

Gruß Kelthe

[lucky_trader]

Antwort auf Beitrag Nr.: 39.583.010 von updax am 26.05.10 08:09:06

Hallo,

ich denke bei der Rechnung fehlen die 1,8 bn neue Stücke aus der Caledon Übernahme.

Meine aktuelle Rechnung sieht sehr vereinfacht und auf Basis der beiden Beiträge oben so aus (alles in USD)

1. Verkauf JV: 1,75Mio + 13,25 Mio Cash; evtl. nochmal 20 Mio Cash oder Aktien
2. Polo: Cash 23Mio und 2,35bn Stücke
3. Caledon: 1,8bn neue Aktien 25Mio Schulden
4. NAV nach Übernahme mit Zahlen aus obigen Artikeln:

Schulden- Null
Cash - 13Mio plus evtl. 20Mio
GCM Anteil - 50Mio
EXT Anteil - 120Mio
Caledon mit Übernahmewert minus 15% - 150Mio

macht 353Mio USD bei 4,15bn Stücke = 0,085 USD oder 5,9 p. Sind 40% Discount, also recht ordentlich, wenn die mal cash flow generieren.

Andere Meinungen sind gern willkommen. Danke!!

Viel Glück

[updax]

Antwort auf Beitrag Nr.: 39.650.019 von lucky_trader am 08.06.10 17:22:03

Im Großen und Ganzen einverstanden.

Mich hat nur überrascht, wie frühzeitig Polo die eigenen Mongolia-JV-Anteile verkauft. Steckt dahinter eine Strategie?
I hope so.--
Richtig ist auf jeden Fall:
Wenn man keine Einnahmen hat, dann ist Cash zur Zeit überlebenswichtig.

Polo war in letzter Zeit eine Super-Trading Möglichkeit!

[hbg55]

TORONTO, June 24 /CNW/ - Polo Resources, the mining company with coal and uranium interests in Africa, Australia and Asia, announces further to the announcement on 27 April 2010 regarding Caledon Resources plc ("Caledon"), Polo no longer intends to make an offer to acquire the entire issued and to be issued share capital of Caledon.


For the purposes of Rule 2.8 of the City Code on Takeovers and Mergers (the "Code"), Polo reserves the right to announce or participate in an offer or possible offer for the shares in Caledon and/or to take any other action which would otherwise be restricted under Rule 2.8 of the Code within 6 months of the date of this announcement: (i) with the agreement or recommendation of the board of directors of Caledon; or (ii) following an announcement of a firm offer or possible offer by or on behalf of a third party for Caledon; or (iii) following an announcement by or on behalf of Caledon of a "whitewash" proposal or a reverse takeover (in each case as defined in the Code); or (iv) with the consent of the Panel, if there is a material change of circumstances.

Polo is also pleased to announce through a private placing (the "Placing"), the purchase of up to 11 million new ordinary shares of Caledon at 30p per share. Closing of the Placing is conditional upon the passing of resolution numbered 7 set out in the notice of the Caledon Annual General Meeting. It is expected that the Placing will close on or about 1 July 2010 and a further announcement confirming the closing will be made in due course.

The termination of merger discussions is primarily due to recent market volatility. Consequently, the parties have been unable to reach mutually agreeable terms for any such merger.

Neil Herbert, Co-Chairman of Polo, commented: "Polo remains a fully supportive shareholder of Caledon and we look forward to assisting the Caledon Board in realising value for all shareholders."

About the Company

Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Exchange at www.poloresources.com.

CAUTIONARY STATEMENT

The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term.

Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.

For further information

Polo Resources Limited, Neil Herbert, Chairman, + 27 82 404 36 37
Canaccord Adams Limited, Ryan Gaffney/Bhavesh Patel, + 44 (0) 20 7050 6500
Toronto, James McVicar, Heenan Blaikie LLP, [phone]
Financial Dynamics, Ben Brewerton/Ed Westropp, + 44 (0) 20 7831 3113

[hbg55]

Polo Resources Limited ("Polo" or "the Company") - Potential Special Dividend of 3 pence per share

12:13 PM ET, July 2, 2010


http://cxa.marketwatch.com/TSX/en/Market/article.aspx?guid=h…

[hbg55]

Press Release Source: Polo Resources Limited On Wednesday July 7, 2010, 12:30 pm EDT

TORONTO, July 7 /CNW/ - Further to the announcement of 30 June 2010 in respect of the completion of the sale of its interest in the Mongolian joint venture, Polo Resources Limited (AIM and TSX: POL) announces the following changes to its share capital.

As noted in the announcement of 30 June 2010, the warrants to subscribe for 265,455,111 ordinary shares in the Company granted to Peabody Energy have been surrendered for no consideration.

Subsequent to this, a further 29,800,000 unrelated ordinary shares have been surrendered for cancellation for nil consideration as a result of the settlement of a dispute and have today been cancelled.

As a result of the above changes, the Company's issued share capital consists of 2,316,845,623 ordinary shares of no par value each. None of these ordinary shares are held in Treasury.

Therefore the total number of voting rights in the Company is 2,316,845,623. This figure may be used by shareholders as the denominator for the calculations by which they will determine whether they are required to notify their interests in, or a change to their interest in, the Company under the FSA's Disclosure and Transparency Rules.

The fully diluted share capital of the Company now consists of 2,457,595,623 ordinary shares.

About the Company

Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Market at www.poloresources.com.

CAUTIONARY STATEMENT

The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term.

Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.

For further information

Polo Resources Limited: Neil Herbert, Executive Co-Chairman, + 27 82 404 36 37
Canaccord Genuity Limited: Ryan Gaffney/Bhavesh Patel, + 44 (0) 20 7050 6500
Toronto: James McVicar, Heenan Blaikie LLP, [phone]
Financial Dynamics: Ben Brewerton/Ed Westropp, + 44 (0) 20 7831 3113

[hbg55]

RT...GBp 4,6


...da dürften sich ´einige´ mächtig ärgern, die gestern in FSE
stücke zu € 0,035 ´verschenkt´ haben

[lucky_trader]

Antwort auf Beitrag Nr.: 39.792.864 von hbg55 am 08.07.10 13:24:08

Frage: Polo schreibt "Polo Resources Limited (AIM and TSX: POL) is pleased to announce that it is continuing its efforts to sell its shareholding in one of its portfolio assets. Subject to receipt of any shareholder approval which may be necessary for any such sale, completion of the sale and receipt of cash proceeds of sale, the board of Polo intends to utilise part of the proceeds of sale to fund a special dividend to shareholders of 3p per share. "

Ich verstehe es so: man will eine Beteiligung verkaufen und davon 3 p /share ausschütten. Das macht ca. 100Mio USD (3 p mal 2,316mrd stücke). So viel kann ja nur Extract bringen, oder?

Dann bleiben Polo Cash, GCM und Caledon.

Danke für Meinungen!

Viel Glück

[hbg55]

Antwort auf Beitrag Nr.: 39.793.151 von lucky_trader am 08.07.10 14:07:10

moin LT,

sehe ICH weitestgehend auch so, hab aber meine zweifel, ob die sich
von EXT werden trennen wollen

anyhow, POLO ist seit tagen wieder im focus der investoren und startet
zu ner schönen summer- rally

[lucky_trader]

Antwort auf Beitrag Nr.: 39.793.151 von lucky_trader am 08.07.10 14:07:10

Die Japaner kaufen 10% von Extract. Verkäufer ist nicht genannt.


Polo: http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_i…

Übernahme?

[hbg55]

Antwort auf Beitrag Nr.: 39.797.586 von lucky_trader am 09.07.10 09:25:31

....wenn du hier durch den thr. gehst, wirst du immer wieder das stichwort
ÜBERNAHME entdecken, wobei einstieg dafür, nach jüngstem kursrutsch ( nach
gescheiterter caledon-merger ), einladend günstig war bzw. immmmmer noch ist....IMO !!!

[hbg55]

Antwort auf Beitrag Nr.: 39.797.525 von hbg55 am 09.07.10 09:16:25

....nun also doch...........ITOCHU schnappt sich POLOs EXT- anteil a aud 7,-!!!!


9 July 2010

Polo Resources Limited (“Polo” or “the Company”) Agreement to dispose of holding in Extract Resources Limited for AUD7.00 per share Polo Resources Limited (AIM and TSX: POL) is pleased to announce that yesterday it and its wholly owned subsidiary Polo Australasia Limited entered into an agreement with Nippon Uranium Resources (Australia) Proprietary Limited ("Nippon Uranium"), a wholly owned subsidiary of ITOCHU Corporation, for the sale of Polo’s entire interest of 22,550,849 shares in Extract Resources Limited ("Extract") ("Extract Shares") at a price of AUD7.00 per Extract Share, representing total consideration of approximately AUD157.9 million, subject, inter alia, to requisite approvals by shareholders of Polo at a general meeting of the Company and to Australian Foreign Investment Review Board ("FIRB”) approval for the acquisition of certain of the Extract Shares.

The price of AUD7.00 per Extract Share represents a 3.7% premium to the closing market price of the Extract Shares on the ASX on 8 July 2010, and a premium of 8.9% to the closing market price of AUD6.43 on 6 July 2010, the date on which the terms of the disposal were proposed to Polo, and recognises the strategic importance of the block in which Polo is interested. In addition to the agreement to sell 22,550,849 Extract Shares by Polo, Regent Mercantile Holdings Limited, a corporation associated with Mr. Dattels, Polo’s Chairman, has agreed to sell to Nippon Uranium 2,187,708 Extract Shares, and Emerging Metals Limited, a company in which Mr. Dattels is Chairman, has agreed to sell 368,721 Extract Shares, in each case subject to FIRB approval of the acquisitions. The total number of Extract Shares therefore agreed to be purchased by Nippon Uranium is 25,107,278 shares, representing 10.3% of Extract’s issued share capital. The Company has agreed that the sale of 3,900,000 Extract Shares, being 17.3% of Polo's holding, which is not subject to any conditions, will be settled on 15 July 2010 for a gross cash consideration of AUD27.3 million. Under the AIM Rules the sale of the remaining 18,650,849 Extract Shares (“the Conditional Extract Shares”), being the entire balance of Polo's holding, will be subject to Polo shareholder approval at a general meeting of the Company which is expected to be convened for early August 2010 (the "General Meeting"). The sale of the Conditional Extract Shares will be completed within five business days after the later of shareholder approval being obtained for the sale at the General Meeting and FIRB approval being obtained for the acquisition of certain of the Extract Shares by Nippon Uranium. Prior to 15 July 2010, the directors of Polo are required to undertake to Nippon Uranium to procure that all shares which they and their family (as defined in the AIM Rules) own or control are voted in favour of the sale of the Extract Shares at the General Meeting, which represent a total of 225,910,486 ordinary shares (9.75% of the issued share capital of the Company). All of the Extract Shares are being sold at a price of AUS7.00 per Extract Share and the gross proceeds of the sale payable to Polo Australasia Limited, including the Conditional Extract Shares, will be approximately AUD157.9 million. The directors are currently assessing the most suitable manner in which to return value to shareholders through the use of the sales proceeds, which as announced on 2 July 2010, subject to receipt of shareholder approval, completion of the sale of the Extract Shares and receipt of cash proceeds of the sale of the Extract Shares, the Board of Polo may utilise part of the proceeds of sale to fund a special dividend to shareholders of 3p per share. The Board of Polo also intends to use the sale proceeds in accordance with its proposed investing policy and for working capital purposes. Polo will update shareholders on the outcome of this assessment in due course.
The notice of General Meeting and a circular to shareholders will be distributed by the Company on or by 16 July 2010. As announced on 30 June 2010 and as required by AIM Rule 15, the Company is preparing an investing policy and the notice of General Meeting and circular to shareholders will include details of the proposed investing policy and seek approval of the Company's proposed investing policy. Contacts: Polo Resources Limited Neil Herbert, Executive Co-Chairman + 27 82 404 36 37 Canaccord Genuity Limited Ryan Gaffney / Bhavesh Patel + 44 (0) 20 7050 6500 Toronto James McVicar Heenan Blaikie LLP [phone] Financial Dynamics Ben Brewerton / Ed Westropp + 44 (0) 20 7831 3113 About the Company
Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Market at www.poloresources.com. About Extract Resources Extract Resources Limited (ASX and TSX code: EXT) (“Extract”) is based in Perth, Western Australia. Extract's primary business focus is in the African nation of Namibia, in which it has a large land position of 2,653 km2 over several licenses. While the projects have various mineral occurrences, Extract's main objective is based around the potential of the uranium (U3O8) rich provinces in Namibia, particularly within the alaskite belt that hosts the world class Rossing Mine. CAUTIONARY STATEMENT The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term. Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.

[lucky_trader]

Antwort auf Beitrag Nr.: 39.797.763 von hbg55 am 09.07.10 09:51:44

Laut dem Artikel will Laxey ein Angebot machen. Das kann Dattels doch nicht schmecken! Er schüttet jetzt 3pc aus, um diese Maßnahme aus dem Forderungskatalog von Laxey vorwegzunehmen und die Aktionäre zu erfreuen!?

Was mir fehlt: Mongolei weg, EXT planmäßig weg-wie sieht die neue Strategie aus? Und vor allem: ziehen Laxey und Dattels an einem Strang oder wird es ein Kampf?

Bleibt spannend, aber zumindest gibt es ein paar Euro und der Einstandskurs wird fast unerheblich ;-)

Viel Glück

[hbg55]

Antwort auf Beitrag Nr.: 39.798.036 von lucky_trader am 09.07.10 10:25:10

....DU sagst es - man darf gespannt sein, was als nächstes folgt !!!


wird ein...........HOT SUMMMER 2010

[updax]

Antwort auf Beitrag Nr.: 39.798.115 von hbg55 am 09.07.10 10:37:22

Hi hbg!

Verblüffend, wie schnell das hier geht!

Ich glaube natürlich auch an einen heißen Sommer.---

Itochu wird der Partner der Zukunft!!

[hbg55]

Antwort auf Beitrag Nr.: 39.803.406 von updax am 10.07.10 17:13:07

moin updax,

....soooo fussi- WM hat mit ESP nen würdigen CHAMPION gefunden,
nu kann börse wieder abissl stärker in fokus rücken - bei POLO
ja eigentl., nach vergangener woche, nicht mehr nötig


anyhow, bin gespannt auf die weiter- entwicklung hier

[hbg55]

Antwort auf Beitrag Nr.: 39.792.864 von hbg55 am 08.07.10 13:24:08

...SIE marschiert weiter - auch HEUTE wieder.....sahen im TH
schon GBp 5,90

[hbg55]

Antwort auf Beitrag Nr.: 39.824.953 von hbg55 am 15.07.10 12:17:54

....und das dürfte der hintergrund dafüer sein........


15 July 2010

Polo Resources Limited
(“Polo” or “the Company”)

Holdings in Company


Polo Resources Limited (AIM and TSX: POL) was notified on 13 July 2010 by Weiss Asset
Management LP (“Weiss”) that Brookdale Global Opportunity Fund and Brookdale
International Partners, LP have an interest in Polo comprising (1) voting rights attached to
shares in the capital of the Company (“Ordinary Shares”) and (2) instruments with similar
economic effect to qualifying financial instruments.

These interests are as follows:.......


....mehr über die POLO- HP....NEWS !!!


http://www.poloresources.com/

[hbg55]

Antwort auf Beitrag Nr.: 39.792.864 von hbg55 am 08.07.10 13:24:08

...nach nem fulminanten ausklang der vorwoche - starten wir EBENSO
in die NEUE woche..........


RT....GBp 5,95

[HotelCalifornia]

Antwort auf Beitrag Nr.: 39.874.591 von hbg55 am 26.07.10 09:11:30

Dattels nimmt den Kampf auf !

http://www.poloresources.com/index.htm

HC

[hbg55]

Antwort auf Beitrag Nr.: 39.874.894 von HotelCalifornia am 26.07.10 10:05:06

hmmmmmm....


leider nicht viel zu sehen beim link - kannste nochmal versuchen
oder kurz- zusammenfassung geben


...thx hbg55

[HotelCalifornia]

Antwort auf Beitrag Nr.: 39.874.959 von hbg55 am 26.07.10 10:15:51

http://www.poloresources.com/

News 26.07.2010

HC

[hbg55]

Antwort auf Beitrag Nr.: 39.875.268 von HotelCalifornia am 26.07.10 11:06:30

...du meinst sicherlich folg., right........


26 July 2010

Polo Resources Limited (“Polo” or the “Company”) Director’s Share Dealings Polo Resources Limited (AIM and TSX: POL) was notified on 23 July 2010 that Regent Mercantile Holdings Limited, a company which is wholly owned by the trustee of a trust under which Stephen R. Dattels, Executive Chairman of the Company is a beneficiary, purchased on the same day 40,000,000 Ordinary Shares of the Company at a price of 5.935 pence per share.

Following the purchase, Mr. Dattels is interested in a total of 181,676,007 Ordinary Shares, representing approximately 7.84% per cent of the issued ordinary share capital of the Company.

- Ends- Contacts: Polo Resources Limited Catherine Sugarman, Company Secretary + 27 82 404 36 37 Canaccord Genuity Limited Ryan Gaffney / Bhavesh Patel Toronto James McVicar Heenan Blaikie LLP + 44 (0) 20 7050 6500 [phone] Financial Dynamics Ben Brewerton / Ed Westropp + 44 (0) 20 7831 3113 About the Company Polo Resources is a natural resources investment company focused on investing in undervalued companies and projects with strong fundamentals and attractive growth prospects. The Company will primarily invest in companies with producing assets and/or resources and reserves that have been verified under internationally recognised reporting standards. For complete details on Polo Resources: www.poloresources.com.

[HotelCalifornia]

Antwort auf Beitrag Nr.: 39.875.301 von hbg55 am 26.07.10 11:14:35

Warum hat/will Polo seine Extract-Anteile zu einen "Discountpreis" von 7,00 AUD (ca. 4,80 Euro) verkaufen ?

HC

[hbg55]

Antwort auf Beitrag Nr.: 39.898.790 von HotelCalifornia am 29.07.10 18:21:29

moin HC,

grund DAFÜR scheint MIR darin gelegen zu haben, daß manch groß- aktionäre
stärkere ´verzinsung´ ihres kapitals anforderten und mit rückzug drohten -
drum auch die 3 cent sonder- div. !!!!

seither rege bewegungen bei POLOs aktionärstruktur, weil wohl einige auch
gegen verkauf von tafelsilber waren.......annnnnyhow EXT notiert akt. bei
aud 6,69 - da erscheint erzielter preis von 7,- gar nicht SOOO übel zu sein
....IMO!!!!

[updax]

Betrifft Meeting:

Posted by RAPINVEST over on advfn.

Both resolutions were adopted with very substantial majorities.The meeting was chaired by Neil Herbert who kindly stayed behind afterwards and chatted with me.
He reiterated his confidence that GCM and Caledon would prove their worth whilst acknowledging that the former, despite the economic/energy imperatives,may still require extended patience although on the ground soundings gave cause for optimism that the breakthrough would be this year.He talked in very bullish terms about Caledon's near term prospects stressing the Minyango factor (he believes Caledon will show a profit in q 3/4.)
As for the future, he said that the company was less focused on uranium prospects ( there are a number of "pig mines" entering the picture which is off-putting). In addition to coking coal he mentioned iron ore and possibly gold as being their prime resource targets although the company's approach will continue to be to consider any prospect that provides scope for progressing a fairly rapid move through to bfs.
The meeting reinforced my belief that SD and his team are shrewd and capable operators corroborated by impressive track records and I feel confident that they will continue to "do the business".

[updax]

Gute Zusammenfassung der aktuellen Lage:

http://www.iii.co.uk/articles/articledisplay.jsp?section=Sha…

Auszüge:
- At 6.4p currently, Polo's market value sits at about a 20% discount to NAV of just over 8p a share.

- There has recently been significant directors' share buying at up to 5.95p, underlying their regard for value. In early July, Dattels bought 30 million shares at 5.125p following this with 40 million at 5.935p (via a trust on his behalf) to own 181.7 million shares or 7.84%.Neil Herbert, co-chairman and managing director, bought four million at 5.95p taking his stake to 69.1 million or 2.9%. James Mellon, a non-executive director, bought three million shares at prices up to 5.90p to own 19.5 million. All this has helped to support the market price.

[updax]

Fingerzeig für die Geschäftsausrichtung von POLO?

Neil Herbert, Managing director bei Polo, wird non-executive-director bei "European Nickel". Herbert war u.a. Finanzdirektor bei Uramin.
European Nickel hat das Ziel ein "Mid-Tier-Nickel-Laterit-Produzent" zu werden. Wichtigstes Projekt liegt in der Türkei.

[updax]

Guy Elliot, senior non-executive director bei Polo:

Vor der Sonderdividende hat er massiv verkauft, jetzt kauft er wieder im kleineren Rahmen.

[updax]

Polo folgt also dem Beispiel Regents.

Sie kaufen eigene Shares zurück:
Am 3. Sept. 3 Mio. zu 3,36 GBP.

[updax]

http://www.hybridan.com/HybridanSCW/?small-cap-wraps"Polo Resources (SYNC 3.68p/£89.41m ) :
7. September

Since 10 August when we last wrote on Polo, they have completed the sale of their stake in Extract Resources, netting £94m (3.9p per share) and have paid a special dividend of 3p per share. In addition Weiss Asset management initially increased their stake by 19.5m shares to almost 260m shares, took the special dividend and then sold down to 238m shares. A director also took advantage of the special dividend by selling 36.2m shares with the dividend at 6.3p before repurchasing 10m post the distribution at around 3.5p. On top of that, the Company announced the purchase (at 3.36p) and the cancellation of 3m shares. One certainly cannot claim that this AIM share suffers from lack of liquidity!

At the end of the day, we believe that the NAV per share is of the order of 6.4p – a 75 percent premium to the current market price. For a company that has demonstrated its ability to distribute full value to shareholders, the current discount appears excessive."

[updax]

UBS steigt mit 93 Mio. Shares ( ~4% Anteil) ein bei Polo.

[updax]

UBS jetzt mit 112 Mio. Shares entspricht 4,64 % Anteil.

[updax]

Polo Resources - Cash Rich and Narrow Coal Focus: Buy at 3.73p with 5.19p Target Price:

http://uk-analyst.com/shop/page-advice/action-advertorial.s…

[updax]

Hoher Umsatz: 70 Mio., Kurs 8 % im Plus. Was ist da los?

Undurchschaubare Trades von UBS - Caledon steigt 14 %. Will Polo übernehmen?

[HotelCalifornia]

Antwort auf Beitrag Nr.: 40.171.036 von updax am 17.09.10 19:10:46

Weiterhin hoher Umsatz bei Polo (heute über 53 Mio shares)
Schlusskurs heute 4,31 GBX/pence (London) und damit ein Tagesplus von 3,9%

Die beiden Polo-Beteiligungen sind heute ebenfalls stark gestiegen :

Caledon Resources auf 0,88 Euro FFm (+ 13,24%). Der Kurs steigt seit Tagen !
Kommt die Übernahme ??

GCM Resources heute in FFM (geringe Umsätze) mit einem Kursanstieg auf 2,83 Euro
(+ 26,26%)

Any news ?

HC

[updax]

Antwort auf Beitrag Nr.: 40.201.686 von HotelCalifornia am 23.09.10 21:47:46

No news.

GCM würde bei einer Genehmigung wie eine Rakete agbehen.

Caledon: Klappt die Übernahme, Bieterwettkampf?

Geduld...

[updax]

Antwort auf Beitrag Nr.: 40.207.131 von updax am 24.09.10 17:35:10

Polo 5 % und GCM 11,5 % plus.

Neue Meldung gibt den Kursen Auftrieb.:
http://www.thefinancialexpress-bd.com/more.php?page=detail_n…

Delegation besucht Deutschland, um sich über Tagebau zu informieren.

[updax]

Antwort auf Beitrag Nr.: 40.378.068 von updax am 23.10.10 10:38:48

Artikel, der das Potential und die substantielle Bedeutung für Bangladesh von GCM und Polo (Pulbari-Projekt) aufzeigt:

http://www.moneyweek.com/investments/commodities/coal-demand…


Auszüge:
"Could it be that two of the world's bigger coal projects are finally going to get the green light? Certainly the way that the share prices of GCM Resources (LSE:GCM) and Strategic Natural Resources (LSE:SNRP) have been climbing of late suggests that good news could be just around the corner."...

"Phulbari has a coal resource of 572m tons."...

"The first of these is that Polo Resources (PRL), has said that approval for Phulbari would make a 'substantially undervalued asset'. PRL has a 29.8% stake, and is known as a shrewd investor in resource projects around the world."...

[updax]

Action!

Polo springt aktuell 20% an, weil Caledon zu 112 BP übernommen werden soll.
Caledon 40 % plus.

[updax]

Wirtschaftsnews - 08.11.10

Caledon Resources: Übernahmeangebot aus China wird unterstützt
Stuttgart (www.rohstoffe-go.de) Die nächste Übernahme im Rohstoffsektor: Das Objekt der Begierde eines chinesischen Staatsunternehmens ist diesmal ein australischer Kohleproduzent.

Die chinesische Guangdong Rising Asset Management bietet für Caledon Resources (WKN: A0LGA6) rund 251,6 Millionen britische Pfund in bar. Je Aktie liegt das Angebot bei 1,12 Pfund. Bei Guangdong Rising Asset Management handelt es sich um eines der größten staatlich kontrollierten Unternehmen der asiatischen Wirtschaftsmacht.

Das Übernahmeangebot beinhaltet deutliche Aufschläge gegenüber den vorherigen Notierungen der Aktie von Caledon Resources, die an den Börsen in London und Australien gehandelt wird. Das Unternehmen fördert Kohle im australischen Bowen Basin in der Region Queensland. Gegenüber dem Schlusskurs von 5. November wird die Übernahmeprämie vom Unternehmen mit 34 Prozent beziffert, auf den volumengewichteten Durchschnittskurs der vergangenen 20 Handelstage sind es sogar 53 Prozent. Das Management von Caledon Resources tendiert dazu, die Offerte zu unterstützen. Das jetzt vorliegende Angebot liegt deutlich über früheren Offerten anderer Bieter, nachdem der Konzern bereits mehrfach das Interesse von Aufkäufern geweckt hat.

Quelle: emfis
http://www.emfis.de/asien/asien/nachrichten/beitrag/id/Caled…

[updax]

http://www.moneyweek.com/news-and-charts/company-news/polo-b…

AIM-quoted Polo Resources will be a winner from a bid for coal miner Caledon Resources. The intended offer for AIM-quoted and ASX-listed Caledon from Guangdong Rising Asset Management (GRAM), which is worth 112p cash per share and values the company overall at £252m, still has to get over a number of regulatory hurdles. The bid is much better than a 68p a share indicative offer earlier in the year. Polo has just over 62m shares, worth £69.5m at the bid price, and £5.12m worth of convertible loan notes. Caledon has also provided £18m, of which £14.9m is outstanding, and A$4m loan facilities for Caledon. At the end of October, the loans were extended until 28 February, or earlier if there is a change of control. An additional £550,000 facility fee for the extension will be payable when the loan facilities are paid back. That could be by the end of 2010. Polo, which tried to merge with Caledon in the summer, has declared its support for the bid. The value of the stake in, and loans to, Caledon is equivalent to around 80% of Polo's market value. The cash pile of £41.5m more than covers the rest of the valuation. That leaves the stake in AIM-quoted GCM Resources, which Westhouse values at £40m, in for nothing.

[updax]

Antwort auf Beitrag Nr.: 40.479.966 von updax am 09.11.10 08:08:16

Polo HP:
Results for the 12 Months Ended 30 June 2010

Polo Resources Limited (AIM/TSX: POL), the listed resources investment company with coal interests in Bangladesh and Australia, announces results for the 12 months ended 30 June 2010.

Financial and Operational Highlights
 As at 8 November, the Company‟s cash balances were US$67 million.
 Net profit for the year ended 30 June 2010 was US$29 million.
 Net asset value per share at 8 November 2010 is 6.86 pence per share.
 Successful listing in the Toronto Stock Exchange under trading Symbol „POL‟.
 Sale of interest in Mongolian Joint Venture for cash consideration of US$35 million, realising a net gain over book value of US$19 million. In addition the company will continue to retain a net 0.5 per cent royalty for coal sold from licences previously held in the JV agreement.
 Subsequent to the 30 June year end Polo disposed of its entire interest of 22,550,849 shares in Extract Resources Limited for US$142 million and realising a gain on disposal of US$62.7 million. The Board utilised proceeds of the Extract Shares to fund a special dividend to shareholders of 3 pence per share for a total of US$112 million.
 Strategic interest of 27.64 per cent in Caledon Resources plc currently valued at US$106.6 million*.
 Possible cash acquisition of Caledon Resources plc by Guangdong Rising (Australia) Pty Limited announced on 8 November 2010 for 112 pence per share would value Polo‟s equity interest at US$121.6 million.
 Strategic interest of 29.82 per cent in GCM Resources plc currently valued at US$60.7 million*.
* Based on closing prices on 8 November 2010

[updax]

Und schon wird Polo aktiv:

Option Agreement for acquisition of majority interest in MinFer Holdings Limited

Neil Herbert, Executive Co-Chairman, said:
“We are very pleased to announce the signing of the option deed in relation to MinFer Holdings Limited. MinFer has a number of options over exciting iron ore projects in Brazil and, subject to due diligence (through the funding of the agreed work program) Polo has the exclusive right to exercise the option and acquire MinFer's interest in the various projects.”

[updax]

Dattels kauft 15 Mio. und Herbert 4 Mio. Shares zu ~5p.

Und weitere Empfehlungen:

http://www.independent.co.uk/news/business/sharewatch/invest…

AIM-listed Polo Resources, which invests in undervalued natural resources companies and projects, saw its shares soar by nearly 10 per cent yesterday. Although some of those gains must have been inspired by the broader rally in commodity stocks, Polo did post full-year results, revealing that its net asset value (NAV) per share at the beginning of this week had hit 6.86p. The figure implies that Polo's shares, which trade at under 5p, are undervalued and should gain ground from here. Ordinarily, such a gap would be enough to support a positive view, but there is more to Polo, which owns 27.6 per cent of Caledon Resources, the coking coal producer that recently agreed to be bought by China's Guangdong Rising Assets Management Co in a deal worth around £252m.

A successful takeover of Caledon will drive Polo's NAV to 7.22 per share, thus widening the gap between the value of the assets and the share price. As if that wasn't enough, the prospective proceeds would leave Polo with 5.44p per share in cash, according to Liberum Capital. Unless Polo suddenly decides to ramp up its investments elsewhere, this suggests that the company may well move to return some capital to shareholders. For us, this is a clear signal that it is time to buy.

[Oli67]

Hallo updax,

was glaubst Du persönlich warum Polo kurstechnisch nicht aus den puschen kommt?
In letzter Zeit viele, viele Nachrichten, aber am Markt kommmt Polo irgendwie nicht an.
Wüßter gerne deine Meinung und Einschätzung.

Danke, Oli.

[updax]

Antwort auf Beitrag Nr.: 40.504.807 von Oli67 am 11.11.10 18:31:50

Gute Frage.

Ich kenne mehrere Aktien, die völlig unterbewertet sind. Aber wann werden die nachgefragt und gekauft?

Meine Meinung:
Die Börsenmärkte sind immer noch nicht in den Normalzustand zurückgekehrt. Das führt zu erheblichen Verwerfungen. Dieser Zustand kann noch einige Zeit anhalten. Geduld ist gefragt. Wenn man aber sieht, wie Gold- und Silberwerte abgehen, warum sollte man dann in Polo investieren.

Gruß

[Oli67]

Antwort auf Beitrag Nr.: 40.505.410 von updax am 11.11.10 19:38:39

Weil Kohle auch ein relativ gefragter Rohstoff ist? Die Chinesen z.B., brauchen enorme Mengen. Aber auch die anderen Industriestaaten. Selbst Deutschland wird wieder fleißig importieren müssen, baut ja immerhin genug neue Kohlekraftwerke (siehe EON).
Außerdem hat sich auch Kohle seit Ende 2008 wieder ganz gut gemausert. Steigt eigentlich konstant, zumindest die grösseren und etablierten Titel.
Bin bei Polo auf jeden Fall long investiert und habe Zeit, denn ich bin überzeugt das sich hier noch eine schöne Rendite erwirtschaften lässt. Lass es doch ruhig 2 Jahre dauern.

Also, stay long,

Oli.

[updax]

Antwort auf Beitrag Nr.: 40.506.370 von Oli67 am 11.11.10 21:34:39

Nach dem Verkauf von Caledon ist die Cash-Position bei Polo größer als die MK!

Dazu:
"Co-chairman Neil Herbert says Polo’s remaining
cash may go towards a special dividend and investments in gold and coking coal."

Spannend wird, in welche Goldmine sie eventuell einsteigen. Ich habe da so meine Vermutungen.

Interessant dabei Dattels Hintergrund:
Mr. Dattels was an executive at Barrick Gold Corporation during its formative years, when it grew from a capital base of US$10 million to a market capitalisation of US$2 billion when he left in early 1987. During his time with Barrick, he was a Director and Executive Vice President of Corporate Finance.

Der hat beim Thema Gold Erfahrungen!

[updax]

Das wird ein spannender Tag (Di):

The GCM Resources PLC, the parent company of Asia Energy Corporation Limited of Bangladesh (AECB), has submitted a proposal to the government to extract coal through controversial open cut mining method at Barapukuria in Dinajpur district.
The Ministry of Power, Energy and Mineral Resources forwarded the proposal with a positive note to the Prime Minister’s Office (PMO) for approval, said a senior official on condition of anonymity....

http://www.daily-sun.com/?view=details&type=daily_sun_news&p…

[updax]

Polo HP heute:

Option Agreement for acquisition of MinFer Holdings Limited

Further to the announcement of 9 November 2010, Polo Resources Limited (AIM and TSX: POL) announces that on 16 November 2010 it signed an Option Deed with the holders of the remaining 30 per cent. of MinFer Holdings Limited (“MinFer”) as well as those who had signed the Option Deed announced on 9 November. Polo now has an option to acquire the entire issued share capital of MinFer on the terms announced on 9 November save that all of the MinFer shareholders have agreed that the option period will be 90 days from 16 November 2010.
MinFer is a company incorporated in the British Virgin Islands which (together with its wholly-owned subsidiaries Minfer Do Brazil Mineracao Ltda and New Carajas Mineracao Ltda (“Minfer Subsidiaries”)) is engaged in the acquisition of, and exploration of, iron ore projects in Brazil. The MinFer Subsidiaries are the holders of options to acquire a number of interests in iron ore projects in Brazil.

[updax]

HP heute:

Share Buyback
Polo Resources Limited (AIM and TSX: POL) is pleased to announce that on December 02, 2010 the Company purchased 25,000,000 of its own ordinary shares at a price of 5.205 pence per share. The shares were purchased in accordance with the Company’s share repurchase programme as previously announced on 5 August 2010 and these shares will be cancelled in due course.
Following the above changes, the Company's issued share capital consists of 2,364,678,955 ordinary shares of no par value each. None of these ordinary shares are held in Treasury.
Therefore the total number of voting rights in the Company is 2,364,678,955. This figure may be used by shareholders as the denominator for the calculations by which they will determine whether they are required to notify their interests in, or a change to their interest in, the Company under the FSA’s Disclosure and Transparency Rules.
The fully diluted share capital of the Company now consists of 2,380,678,955 ordinary shares.

[updax]

Director's Share Dealings

Polo Resources Limited (AIM and TSX: POL) was yesterday notified that on 10 December 2010, Bryan Smith, a Non-Executive Director of the Company, purchased on the same day 500,000 Ordinary Shares of the Company at a price of 5.25 pence per share.

Following the purchase, Mr. Smith is interested in a total of 9,787,240 Ordinary Shares, representing approximately 0.41 per cent of the issued share capital of the Company.

[updax]

Investment Update

Polo Resources Limited (AIM and TSX: POL), announces an update on its investments and Net Asset Value (“NAV”) per share as at 31 December 2010.
NAV per ordinary share: 7.06 pence
The Company’s issued share capital consists of 2,364,678,955 ordinary shares of no par value each. None of these ordinary shares are held in Treasury. The fully diluted share capital of the Company consists of 2,380,678,955 ordinary shares.

[updax]

Neue Optionen für die Bosse, exercise price 5,5 pence:

Director's interest
Issued share capital
Total Share Options

Stephen Dattels
201,676,007
20,000,000

Neil Herbert
73,132,954
20,000,000

Guy Elliott
10,000,000
5,000,000

Ian Stalker
3,300,000
5,000,000

Jim Mellon
24,500,000
5,000,000

Bryan Smith
10,581,240
5,000,000

TOTAL
323,190,201
60,000,000

[updax]

Corporate Update/Subscription for Ordinary Shares in MinFer Holdings Limited

Further to the announcements of 9 November 2010 and 17 November 2010, Polo Resources Limited (AIM and TSX: POL) announces that on 4 February 2011 it made a US$5m investment in MinFer Holdings Limited (“MinFer”).MinFer is a company incorporated in the British Virgin Islands which (together with its wholly-owned subsidiary Minfer Do Brazil Mineracao Ltda (“Minfer Subsidiary”)) is engaged in the acquisition of, and exploration of, iron ore projects in Brazil. The MinFer Subsidiary is the holder of options to acquire a number of interests in iron ore projects in Brazil.
Pursuant to a Subscription Deed with Minfer dated 4 February 2011, Polo has subscribed for 51,731,199 new ordinary shares in the capital of Minfer representing 30 per cent of the enlarged issued share capital of MinFer (the “Subscriber Shares”) at a price of US$0.0966534 per Subscriber Share (the “Subscription”) in cash. Pursuant to the Subscription Deed MinFer has also granted to Polo a warrant to subscribe for a total of 25,865,600 ordinary shares at a price per share of US$0.14498 capable of exercise for a period of two years from 4 February 2011 (the “Warrant”).
For so long as Polo holds not less than 10% of the issued share capital from time to time of MinFer and for so long as Minfer is not listed on any stock exchange, Polo has the right to appoint a director to the board of MinFer, the first such appointee being Mr. Neil Herbert. In addition, for so long as Polo is a shareholder of MinFer, any further allotments of MinFer shares shall first be offered to Polo on a pro rata basis. As part of the subscription, Polo has given notice that it will not exercise the option it was granted pursuant to the Option Deed announced on 9 November 2010 and 17 November 2010 and Minfer has agreed to refund any sums advanced by Polo pursuant to the Option Deed and to apply these sums to the subscription price payable by Polo.
Minfer intends to use the proceeds from the placement to establish a compliant mineral resource within the next 12 months.

[updax]

Showtime!

Und keiner weiß warum...

[updax]

http://www.telegraph.co.uk/finance/markets/questor/8334424/Q…
Questor says BUY
The company is a mining investment vehicle. It currently owns about 30pc of Caledon Resources, the Aim-listed coal group that is in a bid situation, and about the same stake in Bangladeshi-focused coal group GCM Resources. However, it is the group's smaller iron ore investments that look exciting for the long term.
At the moment, Caledon is in a bid situation. In November, the coal group received a bid from China's Guangdong Rising Asset Management (GRAM) at 112p a share in case. Polo owns more than 62m shares in Caledon, which are worth about £70m at the offer price. This means that the group's stake in Caledon accounts for 53pc of Polo's market pitalisation.
An agreement with GRAM not to solicit a further offer for the group has been extended until February 28. Approval in China is holding up the bid – and this is the major risk with the investment. If a bid does not materialise Caledon – and therefore Polo's – shares will fall. If the deal goes through the company will have significant cash to make new investments.
Questor is not recommending an investment because of Caledon. Polo provides investors with the chance to get in on some iron projects at a very early stage – with exposure to coal projects in Bangladesh through GCM.
GCM owns subsidiary Asia Energy, which has a contract with the government of Bangladesh for exploration and mining of coal in the north of the country.
The company has completed a feasibility study for development of the Phulbari Coal Project.
Polo has also made a $5m investment in unlisted MinFer Holdings, which is engaged in exploration for iron ore in Brazil. These projects could have major upside if successful, for a small outlay by the company.
This investment company's net asset value on December 31 was 7.06p, so the shares are trading at a significant discount.
However, as with all mining explorers, there are risks associated that can account for such a discount – but at the moment this looks too wide.
The shares are a new buy for the more speculative part of your portfolio

[Shakespeare73]

Antwort auf Beitrag Nr.: 41.073.304 von updax am 20.02.11 13:54:23

Evolution Securities issued a "buy" recommendation for GCM Resources (GCM) with a 440p target price. Given that the London-based resource exploration and development company has the potential to transform electricity generation in Bangladesh, the broker believes the group's scheme of development for its 572Mt JORC compliant coal resource will be approved. This, the broker added, will result in a market uplift in the share price. GCM shares declined 4.125p to 210.875p

dann ist ja neben der übernahme von caledon noch ein weiterer schöner NAV-treiber am start...

[HotelCalifornia]

Und hier die nächste Beteiligung :

12,5% in Mozambi Coal

Auf der Homepage von Polo ist dazu noch keine Info zu finden, obwohl Polo bereits am 07.04.11 als substantial holder auf der Homepage von Mozambi verkündet wurde und am 12.04.11 auf 12,5 % aufgestockt hat.

http://www.mozambicoal.com/

HC

[HotelCalifornia]

Polo mit neuem Internetauftritt und mit Angabe der Beteiligungen !

http://www.poloresources.com/index.htm

Polo hebt heute bei hohen Umsätzen ab (+6,2% an der AIM)

HC

[lupobianco]

ich bin dabei ...haben schon die erste dividende bekommen

[updax]

Die BIG BOYS (Dattels und Mellon) glauben an Gold:

Auch Polo aktuell in Goldbeteiligungen:

http://www.poloresources.com/

[Popeye82]

Antwort auf Beitrag Nr.: 41.877.844 von updax am 02.08.11 11:07:01

Hi,

Weiss jemand ob die Polo-Leute bei allen Beteiligungen(die es noch nicht sind) vorhaben die (irgendwann)an die Börse zu bringen?? MOZ.AX kenn ich schon, interessant könnten eventuell IMO v.a. Ironstone und MinFer sein.

Gruß
P.

[updax]

Antwort auf Beitrag Nr.: 41.889.018 von Popeye82 am 04.08.11 03:50:34

Keine Ahnung.

Bei Polo muss man immer auf Überraschungen gefasst sein!

Auf jeden Fall scheinen das Langfristanlagen. Das gefällt mir schon einmal.
Ansonsten vertraue ich voll und ganz der Erfahrung der Beteiligten!

[Popeye82]

Zitat von updax: Bei Polo muss man immer auf Überraschungen gefasst sein!

Ich sehe ich spreche mit Jemandem mit Erfahrung. Positive oder negative??


Sieht für mich so aus, als ob sie sich da ein ganz nettes potenzielles Schatzkästchen zusammengebastelt haben.


Ich möchte ganz gern später, als eine ergänzende Option, noch schauen wie es mit vorbörslichen Beteiligungen aussieht(habe gehört da sollen die Entries wohl oft niedriger sein. Aber dass das überhaupt in den Bereich des/meines Möglichen kommt, muss mein Sparschwein vermutlich noch ORDENTLICH gemästet werden. Einer der, sehr sizeabelen, Nachteile dürfte aber sein, wenn man Pech hat -wird man den Mist nie wieder los (ist schon echt dumm, dass die Chance auch immer das Risiko mit beeinflussen muss )).

Hab mir da schon irgendwas über n gutes Dutzend potenzielle Kandidaten zusammengesammelt(3 hatten gerade in der letzten Zeit Ihr Going Public). Naja, dafür sindjedenfalls Unternehmen wie POL.TO ne gute Sache. Wobei ich dann nahezu nie an dem Unternehmen selber/"der Holding" interessiert bin, da ich an dem Geschäftsmodell ´ne ganze Menge Zweifel hab´(IMO werden v.a. die potenziellen Wertschöpfungsketten -auch Hebel genannt - meist nur sehr indirekt(nicht, annähernd, 1:1) weitergegeben ).

All the Best
P.

[topperle]

Antwort auf Beitrag Nr.: 41.904.559 von Popeye82 am 06.08.11 05:20:42

Ich bin zuletzt durch die Dividenden-Zahlung in meinem Depot wieder auf Polo aufmerksam geworden. Der Kurs bewegt sich ja ansonsten weiterhin auf niedrigem Niveau zwischen 0,05 und 0,10€.

Falls hier jemand noch einen guten Überblick behalten konnte, hat Polo etwas interessantes in der Pipeline bzw. gibt es eine Roadmap für anstehenden/laufende Aktivitäten?
Wann beschert uns Polo die Verzehnfachung?

[updax]

Polo Resources Ltd : NAV - Post 2p dividend
.
POL shares in issue current SP
Market Cap (£m)

.
2,294,086,098 3.430 78.69 value Value per share
.
Cash & Receivables (£m) (p)
.
Cash (see notes regarding commitments to JV's, proposed acquisitions, forex etc.) 56.961 2.483
.
Payment for CDN retained by Gram 6.273 0.273
.
Total Cash & Receivables 63.234 2.756
.

.
Assets Shares in SP POL own Number/value Current value Value per share
.
issue (p) % POL own (£m) (p)
.
GCM 51,043,524 71.43 29.82% 15,220,985 10.87 0.47
.
Ironstone Resources 15.7% c$8m 4.90 0.21
.
Minfer 30% 51,731,199 3.12 0.14
.
Indo-Coal convertible loan up to us$3m *(see notes) 0.00 0.00
.
Indo-Iron convertible loan up to us$3m *(see notes) 0.00 0.00
.
Andina Gold Corp 50,000,000 31.80% 15,898,784 2.46 0.11
.
Mozambi Coal Ltd 114,186,947 8.58 18.08% 20,645,000 1.77 0.08
.
ASX:MOZ a$0.30 warrants 2,500,000 0.00 0.00
.
'listed short term equity investments" us$6.44m 4.02 0.18
.
Signet Petroleum Ltd 7.00% 2,095,237 4.37 0.19
.
Sierra Leone Gold JV 51.00% us$7.5m + us$2m 5.93 0.26
.
Total value of listed assets 37.44 1.63
.

.
Total identifiable asset value 94.40 4.389
.
Discount to NAV 21.84%
.
asset value per £1,000 of POL shares purchased @ current SP £ 1,279.46
.

.
other blue-sky assets with no readily identifiable value
.
ASX:BKY itm options 31.00 5.67m @ au$0.75
.
ASX:MEY options 0.03 24.78m @ au$0.25
.
Mongolian Royalty 0.5% (max us$25m)
.
Minfer warrants 25,865,600 @ US$0.14498
.

.
AU$/£ forex 0.6467 Time of last update for exchange rates (BST) 1.5463
.
US$/£ forex 0.6241 9:45:00 1.6023
.

.
Date reported & source Polo Cash Position accumulative total us$m £m
.
28 September 2011 (POL) - "At the date of this report," [19th September 2011] "Polo Resources had a strong net cash position of US$169.6 million and listed short term equity investments of US$6.44 million. The combined value of cash, receivables, and listed equity investments was US$208.54 million as of 16 September 2011, equivalent to 5.75 pence per Polo share. The combined value of cash, receivables, unlisted equity investments at cost and listed equity investments was US$236.85 million as of 16 September 2011, equivalent to 6.53 pence per Polo share." 169.60 105.85
.
28 September 2011 (POL) "Polo is pleased to announce today that it has completed the acquisition of a 51% interest in Nimini Holdings Limited ("Nimini")
which owns TSX-V listed AXMIN Inc.'s ("AXMIN") Sierra Leone Gold assets (Nimini East and West and Matotoka Exploration Licences - the
"Prospects") for a cash consideration of US$7.5 million.
Polo and AXMIN now hold a 51% and 49% interest, respectively, in Nimini, a private British Virgin Island company which holds a 100% interest in
the Prospects. Under terms of the acquisition, Polo is to solely fund the first US$2 million of the project exploration expenditures " 160.10 99.92
.
28 September 2011 (POL) The cash reserves as at 30th June 2011 were reported as being held in the following proportions; gb£ 41.68%, us$ 4.21%, au$ 11.77%, ca$ 42.34%. I can't find any indication as to the current situation, so have used these figures to adjust the cash balance for forex gain/losses. N.B. Recent volatility in foreign exchange rates could result in significant errors if the company changes the distribution of currency reserves. At time of writing (29/9/11) using this method of forex adjustment shows a us$2.86m gain since 16/9/11. 164.79 102.84
.
12 September 2011 (POL) Dividend of 2p per share 91.27 56.96
.

https://spreadsheets.google.com/spreadsheet/pub?hl=en_US&hl=…

[updax]

Polo ist bulllish für Iron-Ore.

Aktueller Artikel zum IO-price:

http://www.macrobusiness.com.au/2011/11/the-iron-ore-crash-i…

[topperle]

Antwort auf Beitrag Nr.: 42.292.180 von updax am 02.11.11 17:55:18

Annual Report 2011
http://www.poloresources.com/PDF/Polo_AnnualReport_2011.pdf

Klasse Dokument.
Trotzdem müsste man für eine abschließende Beurteilung aus meiner Sicht noch eine objektive dritte Meinung bzw. weitere Hintergründe zu jedem Projekt recherchieren. Fehlt mir nur etwas die Zeit und auch die Erfahrung, wie/wo man effektiv solche Infos findet.

Ansonsten scheint man vom Management wirklich gute Arbeit zu leisten. Ebenfalls beruhigt der (relativ )hohe Cashbestand doch sehr.

[topperle]

Schöne Übersicht der letzten Veröffentlichungen:
http://investing.thisismoney.co.uk/quote/POL

Zuletzt besonders interessant sind die positiven Bohrergebnisse im Nimini-Projekt (Goldabbau)-
http://investing.thisismoney.co.uk/news/article/id/4302100/

Man ist also gewiss nicht untätig :-)

[hbg55]

moin ALLLLLL in hofftl. nem HAPPPPPY 2013


anfang scheint MIR schon mal verheissungsvoll - lest mal folg. PR.....


Polo Resources Limited: Total Voting Rights

Polo Resources Limited: Total Voting Rights

Torono, Ontario CANADA, January 04, 2013 /FSC/ - Polo Resources Limited (AIM and TSX: POL)


Further to the announcements of 21 December 2012 and 27 December 2012, Polo Resources Limited ("Polo" or "the Company") announces that it has issued 402,142,840 ordinary shares of no par value ("Ordinary Shares") as a result of the Company's further acquisition of shares in Signet Petroleum Limited (the "Acquisition").

Following the Acquisition, the Company's issued share capital consists of 2,696,228,938 Ordinary Shares. None of these Ordinary Shares are held in Treasury. Therefore the total number of voting rights in the Company is 2,696,228,938. This figure may be used by shareholders as the denominator for the calculations by which they will determine whether they are required to notify their interests in, or a change to their interest in, the Company under the FSA's Disclosure and Transparency Rules.

Following the Acquisition the directors of Polo (together with their family as defined in the AIM Rules for Companies) will have the following interests in Ordinary Shares:......................




http://ww1.investorrelations.co.uk/polo/uploads/pressrelease…


nach schau mamal, wie der markt es sieht..............



akt. GBp.....2,5

[hbg55]

Antwort auf Beitrag Nr.: 43.982.830 von hbg55 am 04.01.13 17:10:54

HINTERGRUND ist, daß POL seinen anteil an SIGNET mit seinen vielverspr.
assets, ua. in NAMIBIA, auf nunmehr 45,9% hat aufstocken können............


Polo Resources Limited: Acquisition of Shares in Signet Petroleum Ltd.

Highlights
* Offer to acquire shares of Signet accepted by Signet Shareholders collectively interested in 9,203,571 shares representing 24.8 per cent of the issued share capital of Signet.

* Polo will initially hold 45.9 per cent of the issued share capital of Signet.

* Polo's option over 2,225,000 Signet shares, and warrant over 1,428,572 new Signet shares give it the right to increase its shareholding to greater than 50.0 per cent of the issued share capital of Signet.

* Polo currently holds an option to subscribe for a further 2.225 million shares prior to 31 December 2013 each at an exercise price of US$1.25.
Background

Torono, Ontario CANADA, December 21, 2012 /FSC/ - Polo Resources Limited (POL - TSX, POL - AIM)("Polo" or "the Company"), announced that it had made an offer (the "Offer") to certain holders of shares and options (the "Signet Shareholders") of Signet Petroleum Ltd. ("Signet") to acquire their respective shares in Signet ("Target Shares"), in return for 40 new shares in the capital of Polo for each Target Share acquired by the Company ("Consideration Shares"). The Offer was conditional on Polo securing sufficient acceptances by Signet Shareholders to secure, together with the exercise of share options by Polo, a shareholding in excess of 50 per cent of the issued share capital of Signet ("Control") upon the closing of the Offer.......


http://tmx.quotemedia.com/article.php?newsid=56833649&qm_sym…


weitere details auf folg. graphik bzw. link...........




http://www.poloresources.com/Investments_Signet.htm

[hbg55]

....im übrigen hat sichs invest- port. von POL inzwischen abisl gewandelt - und
zwar zum positiven.........IMO

verfügte man zu zeiten der thr.- eröffnung anteile an coal & uran so sind
akt. coal, oil & gas, gold und iron...........





http://www.poloresources.com/Investments.htm

[hbg55]

....nach gestrigen news gehts hier HEUTE mit ordtl. vol. UPPP.....



NIMINI UPDATE ON KOMAHUN GOLD PROJECT IN SIERRA LEONE

Polo Resources Limited (AIM, TSX: POL), the natural resources investment company with interests in gold, oil and gas, coal and iron ore, today announces that Nimini Holdings Limited (“Nimini”), Polo‟s 90 per cent owned Sierra Leone focused gold exploration and development company, has released an update for its Komahun Gold project.


In December 2012, Nimini completed its 28,500 metres in-fill, depth and strike extension drilling programme which commenced in May 2012. An NI 43-101 compliant global mineral resource update, based on all drilling results to date, is expected to be published in the first quarter of 2013..........


http://www.poloresources.com./News.htm





bzw. cad 0,045 an der TSE in CAN.........

[hbg55]

Antwort auf Beitrag Nr.: 44.010.924 von hbg55 am 11.01.13 15:39:02

Executive Co-Chairman and Managing Director of Polo, Neil Herbert commented:

"The board of Polo continues to be pleased with the progress which Nimini is making, having completed its infill and depth and strike extension drilling programme and shortly commencing the resource expansion programme at its flagship Komahun Gold project.

"We look forward to announcing the results of the Global Mineral Resource Estimate to be published in the first quarter 2013 and subsequently the results of the Preliminary Economic Assessment scheduled for publication early in the second quarter of 2013."

Analyst Conference Call

Polo Resources will be hosting a conference call for analysts on Nimini's recent progress at 11:00 am on Thursday 10 January 2013. The call will include an update from Bradford Mills, Managing Director of Plinian Capital, followed by a question and answer session.



.....das gestrige analysten meetg. scheint äußerst positiv ausgefallen
zu sein, wenn man sich den heutigen kurs- sprung von nahezu 10 % anschaut !!!

[hbg55]

Antwort auf Beitrag Nr.: 44.011.306 von hbg55 am 11.01.13 16:45:12

nachzügler stoßen heute hinzu und treiben kurs sogar schon über die
marke von GBp 280............

[hbg55]

Antwort auf Beitrag Nr.: 44.018.082 von hbg55 am 14.01.13 12:07:27

wooooow..........akt. schon wieder TOP- vol. von über 15mio !!!





wird immmmmer deutlicher, daß sich hier jemand ein schönes paket schnürt

[hbg55]

Antwort auf Beitrag Nr.: 44.049.576 von hbg55 am 22.01.13 16:14:33

ZEW-Konjunkturerwartungen zeigen steigenden Optimismus


Autor: Redaktion w:o
| 22.01.2013, 12:25 | 1202 Aufrufe | 0 | druckversion

Die ZEW-Konjunkturerwartungen für Deutschland sind im Januar 2013 um 24,6 Punkte gestiegen und stehen nun bei 31,5 Punkten. Dies ist der höchste Wert des Indikators seit Mai 2010.

Der erneute Anstieg der Konjunkturerwartungen zeigt, dass sich nach Auffassung der Finanzmarktexperten die konjunkturellen Perspektiven für Deutschland auf Halbjahressicht verbessert haben. Hierzu dürfte beigetragen haben, dass sich die Unsicherheit der Märkte bezüglich der Zukunft der Eurozone vorerst reduziert hat.

"Die Finanzmarktexperten verbinden mit der verbesserten Stimmung an den Finanzmärkten offenbar die Hoffnung, dass die Unternehmen zurückgestellte Investitionen nunmehr doch durchführen. Allerdings wird die konjunkturelle Ausgangslage bei wichtigen Handelspartnern nach wie vor zurecht schwach eingeschätzt. Dies lässt erwarten, dass die deutsche Wirtschaft im Jahr 2013 weiterhin moderat wachsen wird," kommentiert ZEW-Präsident Prof. Dr. Dr. h.c. mult. Wolfgang Franz.

Die Bewertung der aktuellen konjunkturellen Lage für Deutschland ist im Januar auf vergleichbarem Niveau wie im Vormonat. Der entsprechende Indikator steigt um 1,4 Punkte und notiert nun bei 7,1 Punkten.

Die Konjunkturerwartungen für die Eurozone sind im Januar ebenfalls deutlich gestiegen. Der entsprechende Indikator steigt um 23,6 Punkte gegenüber dem Vormonat und liegt nun bei 31,2 Punkten.

Der Indikator für die aktuelle Konjunkturlage im Euroraum hat sich im Januar leicht verbessert und befindet sich nun bei minus 75,3 Punkten (plus 4,6 Punkte zum Vormonat). (ZEW Berlin)

Weiterführende Informationen:
Ergebnisse des Finanzmarktest Januar 2013 im Detail (PDF-Dokument)


......DAS dürfte auch an der rohstoff- front nicht spurlos vorbei ziehen

[bricio7]

31. Januar 2013 Polo Resources Limited Polo Resources Limited ("Polo" or the "Company") ("Polo" oder das "Unternehmen") Share Consolidation Aktienkonsolidierung Polo Resources Limited (AIM and TSX: POL) is pleased to announce that following the Polo Resources Limited (AIM und TSX: POL) freut sich bekanntzugeben, dass nach dem approval of its shareholders at its Annual General Meeting held on 30 January 2013, every Zustimmung der Aktionäre auf ihrer Hauptversammlung am 30. Januar 2013 statt, jede 10 existing ordinary shares of no par value ("Existing Ordinary Shares") that are in issue as 10 bestehenden Stammaktien ohne Nennbetrag ("Existing Ordinary Shares"), die im Umlauf sind, wie at 5.00 pm on 6 February 2013 will be consolidated into one new ordinary share of no par am 17.00 am 6. Februar 2013 in eine neue Stammaktie ohne Nennbetrag konsolidiert werden value ("New Ordinary Share"). Wert ("New Ordinary Share"). The New Ordinary Shares arising on implementation of the Die neuen Stammaktien aus der Umsetzung der share consolidation will have the same rights as the Existing Ordinary Shares, including Aktien Konsolidierung haben die gleichen Rechte wie die bestehenden Stammaktien, einschließlich voting, dividend and other rights; the Company's new ISIN code will be VGG6844A1158 and Stimmrechte, Dividenden und sonstigen Rechte, der Gesellschaft neue ISIN-Code wird VGG6844A1158 sein und the new SEDOL code will be B97NPC1. die neue SEDOL Code B97NPC1 sein. An application has been made for the New Ordinary Shares to be admitted to trading on AIM Ein Antrag für die neuen Stammaktien wurden zum Handel am AIM zugelassen werden and this is expected to become effective at 8.00 am on 7 February 2013. und dies wird voraussichtlich um 8.00 effektiven Uhr am 7. Februar 2013. There are no Es sind keine shares held in treasury. Aktien im eigenen Bestand. For further information please contact: Für weitere Informationen kontaktieren Sie bitte: Polo Resources Limited Polo Resources Limited Ian Burns, Finance Director Ian Burns, Finance Director [phone] [phone] Investec Investec Neil Elliot, Chris Sim, George Price Neil Elliot, Chris Sim, George Price [phone] [phone] Liberum Capital Liberum Capital Chris Bowman, Tim Graham Chris Bowman, Tim Graham [phone] [phone] Blythe Weigh Communications Blythe Wiegen Kommunikation Tim Blythe, Robert Kellner Tim Blythe, Robert Kellner [phone] [phone] Toronto Toronto Borden Ladner Gervais LLP Borden Ladner Gervais LLP Jeffery Barnes, Syed Habeeb Jeffery Barnes, Syed Habeeb [phone] [phone] About the Company Über das Unternehmen Polo Resources is a natural resources investment company focused on investing in Polo Resources ist ein natürlicher Ressourcen Beteiligungsgesellschaft auf Investitionen in konzentrierten undervalued companies and projects with strong fundamentals and attractive growth unterbewertete Unternehmen und Projekte mit starken Fundamentaldaten und attraktiven Wachstumsmarkt prospects. Perspektiven. For further details on Polo Resources please see our website: Für weitere Details zu Polo Resources finden Sie auf unserer Website: www.poloresources.com. www.poloresources.com. CAUTIONARY STATEMENT

[topperle]

Wurde bei jemanden schon die Umstellung vollzogen?
Auch WO zeigt ja noch die alte Kennung sowie den alten Kurs.

[topperle]

Wobei die neue Kennung schon bei WO verfügbar ist:
http://www.wallstreet-online.de/aktien/28356752

[topperle]

GCM hat wohl größere Probleme mit seinen Projekten. Daher scheint der angekündigte Verkauf der Anteile wohl vernünftig zu sein:
Protests prevent British mining company GCM visiting mine site in Bangladesh
http://www.boersennews.de/nachrichten/index/externnewsredire…


Konnte jemand etwas von seiner Bank zur Umstellung erfahren?
Meine hatte leider keinerlei Informationen vorliegen.

[hbg55]

Antwort auf Beitrag Nr.: 44.129.630 von topperle am 12.02.13 09:37:46

moin t.,


bei MIR alles schon aktualisiert, wobei ich meine stücke in CAN halte, wo
handel bislang recht dünn war !!!


grüssis hbg55

[topperle]

Danke für die Info.
Ich habe in Frankfurt gehandelt und daher vielleicht die Verzögerung. Werde mich mal noch die Woche gedulden...

Bleibt dann noch abzuwarten, wann WO den Thread zur neuen ID verschiebt.

Und natürlich, was der große Plan hinter den letzten Aktivitäten ist. Hoffe wir erfahren bald mehr

[HotelCalifornia]

News!
Hier geht was !

HC