Alkane Resources - Seltene Erden, Gold, Nickel (Seite 118)
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ISIN: AU000000ALK9 · WKN: 863617
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Antwort auf Beitrag Nr.: 43.327.595 von Before am 27.06.12 18:48:08Schick 'ne mail an Mr. Buffet in der Du alles schön erklärst, denn er kauft nur, was er versteht 
Antwort auf Beitrag Nr.: 43.327.087 von Videomart am 27.06.12 17:05:00Jetzt moechte ich "nur" noch wissen, wo die 1 Mrd. AUD herbekommen sollen und WANN diese gebraucht wird. Die Pilotanlage scheint ja bereits gut zu laufen!
Alkane Resources Among the Top Tier of Heavy Rare Earth Producers Anticipated by 2014
Wednesday, June 27, 2012
http://www.raremetalblog.com/2012/06/alkane-resources-among-…
Disclaimer: Alkane Resources Ltd. is a RareMetalBlog sponsor.
Wednesday, June 27, 2012
http://www.raremetalblog.com/2012/06/alkane-resources-among-…
Disclaimer: Alkane Resources Ltd. is a RareMetalBlog sponsor.
Da waechst wohl was... 
Time to invest(more)?!
...Over the next few years there will be increasing world demand for rare earths, with Australia’s Alkane Resources (ASX: ALK) expecting to begin production towards end 2014 from its Dubbo (central west NSW) zirconia and rare earths project.
Over the next two years Alkane will be spending nearly A$1 billion to develop the Dubbo project, creating nearly 800 jobs in the process.
Of total output from Alkane’s project, some 21 per cent of revenue will be from light rare earths and 18 per cent from heavy rare earths, making Alkane one of the bigger heavy rare earths producers globally outside China in the next few years, and a major contributor to the strategically important production of dysprosium, terbium, yttrium and neodymium..."
QUELLE
Time to invest(more)?!...Over the next few years there will be increasing world demand for rare earths, with Australia’s Alkane Resources (ASX: ALK) expecting to begin production towards end 2014 from its Dubbo (central west NSW) zirconia and rare earths project.
Over the next two years Alkane will be spending nearly A$1 billion to develop the Dubbo project, creating nearly 800 jobs in the process.
Of total output from Alkane’s project, some 21 per cent of revenue will be from light rare earths and 18 per cent from heavy rare earths, making Alkane one of the bigger heavy rare earths producers globally outside China in the next few years, and a major contributor to the strategically important production of dysprosium, terbium, yttrium and neodymium..."
QUELLE
Trading Spotlight
Antwort auf Beitrag Nr.: 43.302.299 von zopa am 20.06.12 14:32:43danke. ich hatte meine position in april zu ~1.33 au$ geschlossen als fuer mich erkennbar wurde, das ein abwaertstrend nachhaltig einsetzen koennte.
gibts ne prognose, dass der kurs noch < 0.8 au$ rutschen koennte? da wuerde ich ggfs. wieder einsteigen.
gibts ne prognose, dass der kurs noch < 0.8 au$ rutschen koennte? da wuerde ich ggfs. wieder einsteigen.
Antwort auf Beitrag Nr.: 43.302.173 von Before am 20.06.12 14:08:56Am 23.04. wurden 30 Mio Aktien zu $ 1.10 platziert, dennoch hielt sich der Kurs 2 Wochen danach im $ 1.20er Bereich, bevor es 'runterging.
Gründe ? Der ASX verlor in den letzten 3 Monaten immerhin rd. 10 %
$0,80 halte ich für eine gute Nachkaufgelegenheit für mich, es sei denn, der Gesamtmarkt kippt in den nächsten 2 Wochen.
Schließlich erhofft das Management "mining lease for TGP (Tomingley Gold Projekt) by July 2012."
Gründe ? Der ASX verlor in den letzten 3 Monaten immerhin rd. 10 %
$0,80 halte ich für eine gute Nachkaufgelegenheit für mich, es sei denn, der Gesamtmarkt kippt in den nächsten 2 Wochen.
Schließlich erhofft das Management "mining lease for TGP (Tomingley Gold Projekt) by July 2012."
moin. weiss jemand warum alkane in den letzten wochen soooo deutlich nachgelassen hat? immerhin von >1.2 auf <0.7 
in 2-3 monaten.
in 2-3 monaten.
Ab S.10 wird Alkane behandelt:
http://www.edisoninvestmentresearch.co.uk/sectorreports/ASPA…
Alkane Resources has two main projects: the Tomingley Gold Project (TGP) and the
Dubbo Zirconia Project (DZP). The TGP should enter construction in 2013 and has a
life of mine of 7.5 years – this will probably extend to 10 now that TGO total resources
have been upgraded by 24% to 812koz – and it has average annualised production of
50-60koz Au. Over half the c A$95m capex requirement has been secured (A$50m
via equity issue), with the rest due from Credit Suisse. The DZP zirconium-niobiumrare
earth element (REE) deposit is located close to the TGP and dwarfs its value.
First production is planned for 2014; it is to produce a suite of concentrates tailored to
third-party technical requirements. Final off-take agreements for the REE concentrates
are due soon.
TGP provides first revenues and operating synergies
TGP development is expected to reach the construction phase in 2013 once the
NSW government grants final development approval (expected mid-2012). Financing
will require a further c A$45m to be raised to satisfy the c A$95m capex bill. Longlead
items are being ordered, with the delivery of a ball mill due around September
2012. To manage the construction of the TGP, Alkane has appointed Henry Kaye, an
experienced project manager who has over 40 years’ experience in the mining
industry and has built many Australian projects with values up to A$1bn.
Risks/sensitivities: Development approval/DZP prices
Final development approval for the TGP remains a risk to its progress and is being
delayed by the procrastinations of the NSW authorities. Alkane should receive
clearance as it elevates the matter to the NSW State Government – it sees no clear
reason for the approval delay within the documents it presented to NSW authorities.
Commodity pricing for REE elements has been well publicised, as has Chinese
dominance in the market. DZP revenues include c 21% from the light REE group,
which are seeing downward pricing pressures as Lynas Corp’s and Moly Corp’s light
REE-only projects ramp up and start to deliver large volumes of these more common
elements to market. However, the remaining c 79% of revenues comes primarily from
zircon, niobium and the more-valuable and scarce heavy REEs. Zircon demand is
currently flat but the outlook remains robust with zircon, as a refractory, having no
substitute.
Valuation: Still at significant discount (after raising)
Revised for the A$107m equity raising and associated dilution, our base case
valuation for DZP and TGP is A$2.11/share. This is based on very conservative prices
for the DZP basket of goods (on Q311 levels), including a light REE price 47.5% lower
than the “depressed” levels reported by the media in Q411, used as a buffer against
further increased supply of these elements. We believe the DZP is very robust from a
commodity price perspective; if Q411 prices for REEs are used, our base case rises
to A$4.51/share. There is also A$0.42/share applicable to the likely eventual 25%
share of the (3Moz) McPhillamys JV held with Newmont.
Alkane Resources
Asia-Pacific resources quarterly
http://www.edisoninvestmentresearch.co.uk/sectorreports/ASPA…
Alkane Resources has two main projects: the Tomingley Gold Project (TGP) and the
Dubbo Zirconia Project (DZP). The TGP should enter construction in 2013 and has a
life of mine of 7.5 years – this will probably extend to 10 now that TGO total resources
have been upgraded by 24% to 812koz – and it has average annualised production of
50-60koz Au. Over half the c A$95m capex requirement has been secured (A$50m
via equity issue), with the rest due from Credit Suisse. The DZP zirconium-niobiumrare
earth element (REE) deposit is located close to the TGP and dwarfs its value.
First production is planned for 2014; it is to produce a suite of concentrates tailored to
third-party technical requirements. Final off-take agreements for the REE concentrates
are due soon.
TGP provides first revenues and operating synergies
TGP development is expected to reach the construction phase in 2013 once the
NSW government grants final development approval (expected mid-2012). Financing
will require a further c A$45m to be raised to satisfy the c A$95m capex bill. Longlead
items are being ordered, with the delivery of a ball mill due around September
2012. To manage the construction of the TGP, Alkane has appointed Henry Kaye, an
experienced project manager who has over 40 years’ experience in the mining
industry and has built many Australian projects with values up to A$1bn.
Risks/sensitivities: Development approval/DZP prices
Final development approval for the TGP remains a risk to its progress and is being
delayed by the procrastinations of the NSW authorities. Alkane should receive
clearance as it elevates the matter to the NSW State Government – it sees no clear
reason for the approval delay within the documents it presented to NSW authorities.
Commodity pricing for REE elements has been well publicised, as has Chinese
dominance in the market. DZP revenues include c 21% from the light REE group,
which are seeing downward pricing pressures as Lynas Corp’s and Moly Corp’s light
REE-only projects ramp up and start to deliver large volumes of these more common
elements to market. However, the remaining c 79% of revenues comes primarily from
zircon, niobium and the more-valuable and scarce heavy REEs. Zircon demand is
currently flat but the outlook remains robust with zircon, as a refractory, having no
substitute.
Valuation: Still at significant discount (after raising)
Revised for the A$107m equity raising and associated dilution, our base case
valuation for DZP and TGP is A$2.11/share. This is based on very conservative prices
for the DZP basket of goods (on Q311 levels), including a light REE price 47.5% lower
than the “depressed” levels reported by the media in Q411, used as a buffer against
further increased supply of these elements. We believe the DZP is very robust from a
commodity price perspective; if Q411 prices for REEs are used, our base case rises
to A$4.51/share. There is also A$0.42/share applicable to the likely eventual 25%
share of the (3Moz) McPhillamys JV held with Newmont.
Alkane Resources
Asia-Pacific resources quarterly
der kurs zerbröselt mal wider...derzeit ist börse doof :-)
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