Alkane Resources - Seltene Erden, Gold, Nickel (Seite 117)
eröffnet am 12.04.10 10:17:23 von
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ISIN: AU000000ALK9 · WKN: 863617 · Symbol: AK7
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5500 | +17,02 | |
| 2,0500 | +13,89 | |
| 35,60 | +8,50 | |
| 1,1500 | +8,49 | |
| 1,3000 | +8,33 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7340 | -12,62 | |
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| 1,1600 | -46,79 | |
| 46,67 | -97,98 |
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da soll noch jemand sagen, man koenne mit ree keine/kaum gewinne erzielen. alk in 3 tagen PLUS > +20%
Antwort auf Beitrag Nr.: 43.443.812 von xynndra am 01.08.12 07:21:39baldiger Cash-Flow bzw. die Aussicht darauf wäre in der Phase genau das richtige 
State Approval for Tomingley Gold Project
http://www.asx.com.au/asxpdf/20120801/pdf/427s1770y14fdp.pdf
http://www.proactiveinvestors.com.au/companies/news/31916/al…
http://www.asx.com.au/asxpdf/20120801/pdf/427s1770y14fdp.pdf
http://www.proactiveinvestors.com.au/companies/news/31916/al…
Der Autor sieht die größten Chancen im rare earth-Segment offenbar auch bei Alkane:
http://www.goldseiten.de/artikel/143867--Aktuelle-Lage-an-de…
http://www.goldseiten.de/artikel/143867--Aktuelle-Lage-an-de…
Trading Spotlight
Aus dem Proactive Text die Abschlußpassage. Klingt gut.
Wenn ich es richtig verstanden habe, dann bringt diese Vereinbarung den Schritt zu einer Weiterveredlung der REE-Konzentrate in die einzelnen REE-Produkte.
Da muss sich Alkane also nicht selber darum kümmern, zahlt aber dann für diese Dienstleistung.
Gerade dies ist ja die Achillesverse für alle REE-Produzenten, u. genau hier liegt auch die größte Wertschöpfung.
Analysis
Today's agreement with Japan's Shin-Etsu is a significant coup for Alkane as Shin-Etsu is the operator of Japan’s only large scale separation and refining plant for rare earths. This reflects the importance of DZP on a global scale to large scale rare earths refining plants.
It is a milestone and inflexion point that should gain new investors for Alkane as it essentially is de-risking as well as adding definition to future revenues.
The DZP project will make Alkane a significant world producer of zirconium products and heavy rare earths likely to move into production in late 2014 early 2015. While many companies are still light years from the spectre of cash flows from their rare earth projects, Alkane is moving closer and closer to production and cash flows from (all important) heavy rare earths at every step.
The DZP has a completed feasibility study giving it a net present value of A$1.2 billion. For a company with a Market Cap of $370 million, with cash of $105 million (EV $265m), this demonstrably highlights the undervaluation. Today's agreement would add to that undervaluation.
All DZP products are now under MOU, all of which are expected to be converted to binding off-take agreements, de-risking the project even further.
Alkane also has the Tomingley project in Dubbo, an 812,000 ounce gold resource currently awaiting development approval and likely to move into production in mid 2013. Alkane is aiming for gold production of 50 ‐ 60,000 ounces per annum with a mine life at 7.5 years that could reach 10 years. Cash flows from Tomingley will provide the funding to maintain the project development pipeline and to contribute to development of the DZP.
This is possibly the key to Alkane, as it provides cash flow insurance against any delays in DZP.
Today's deal with Shin-Etsu adds further lustre to Alkane for DZP. Both Tomingley and DZP are not fully reflected in the current market valuation which should see significant change in the next 12 months.
Wenn ich es richtig verstanden habe, dann bringt diese Vereinbarung den Schritt zu einer Weiterveredlung der REE-Konzentrate in die einzelnen REE-Produkte.
Da muss sich Alkane also nicht selber darum kümmern, zahlt aber dann für diese Dienstleistung.
Gerade dies ist ja die Achillesverse für alle REE-Produzenten, u. genau hier liegt auch die größte Wertschöpfung.
Analysis
Today's agreement with Japan's Shin-Etsu is a significant coup for Alkane as Shin-Etsu is the operator of Japan’s only large scale separation and refining plant for rare earths. This reflects the importance of DZP on a global scale to large scale rare earths refining plants.
It is a milestone and inflexion point that should gain new investors for Alkane as it essentially is de-risking as well as adding definition to future revenues.
The DZP project will make Alkane a significant world producer of zirconium products and heavy rare earths likely to move into production in late 2014 early 2015. While many companies are still light years from the spectre of cash flows from their rare earth projects, Alkane is moving closer and closer to production and cash flows from (all important) heavy rare earths at every step.
The DZP has a completed feasibility study giving it a net present value of A$1.2 billion. For a company with a Market Cap of $370 million, with cash of $105 million (EV $265m), this demonstrably highlights the undervaluation. Today's agreement would add to that undervaluation.
All DZP products are now under MOU, all of which are expected to be converted to binding off-take agreements, de-risking the project even further.
Alkane also has the Tomingley project in Dubbo, an 812,000 ounce gold resource currently awaiting development approval and likely to move into production in mid 2013. Alkane is aiming for gold production of 50 ‐ 60,000 ounces per annum with a mine life at 7.5 years that could reach 10 years. Cash flows from Tomingley will provide the funding to maintain the project development pipeline and to contribute to development of the DZP.
This is possibly the key to Alkane, as it provides cash flow insurance against any delays in DZP.
Today's deal with Shin-Etsu adds further lustre to Alkane for DZP. Both Tomingley and DZP are not fully reflected in the current market valuation which should see significant change in the next 12 months.
Alkane Resources signs key offtake agreement with Japan's Shin-Etsu for Dubbo rare earths
http://www.proactiveinvestors.com.au/companies/news/31339/al…
http://www.proactiveinvestors.com.au/companies/news/31339/al…
Antwort auf Beitrag Nr.: 43.338.731 von Before am 30.06.12 13:07:37Ich kaufe immer kurz vor dem "Kaufsignal".
Zitat von zopa: Schick 'ne mail an Mr. Buffet in der Du alles schön erklärst, denn er kauft nur, was er versteht
hab's bei ihm erst einmal ohne erklaerung versucht, dabei halte ich alkane fuer eine der attraktivsten akten im rohstoffmarkt. leider sehe ich kein kaufsignal. alles sehr unsicher. man sieht das ja seit einigen wochen bei lyc, alk, ggg, gwg, tas, has... und wie sie alle heissen moegen.
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