Alkane Resources - Seltene Erden, Gold, Nickel (Seite 136)
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ISIN: AU000000ALK9 · WKN: 863617 · Symbol: AK7
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Antwort auf Beitrag Nr.: 41.844.251 von FaxenClown am 26.07.11 10:02:19Man schweigt und geniesst ...
und freut sich, dass D_G (noch) nicht short ist.
und freut sich, dass D_G (noch) nicht short ist.
... uih, hier staubt der Thread ja gewaltig!
Alkane Resources JV unlocks cash flow potential of up to US$48m annually from Dubbo Zirconia Project
Tuesday, July 26, 2011 by John Phillips
In a major milestone for the development of the Dubbo Zirconia Project, Alkane has signed an agreement with Mintech Chemical Industries to produce zirconium at the company's existing plant - generating between US$40 to $US48 million annually. In a major milestone for the development of the Dubbo Zirconia Project, Alkane has signed an agreement with Mintech Chemical Industries to produce zirconium at the company's existing plant - generating between US$40 to $US48 million annually.
Alkane Resources (ASX: ALK) will joint venture with Australia’s Mintech Chemical Industries to produce zirconium oxychloride (ZOC) at the company's existing plant at East Rockingham, Western Australia.
The companies signed a Memorandum of Understanding to undertake a Scoping Study to produce 10,000 to 12,000 tonnes annually of ZOC.
This is the second such agreement for Alkane to produce and treat output from the company's Dubbo Zirconia Project, which is located in the central west of New South Wales.
Most importantly is the cash flow generation, and based on current prices of ZOC, revenue from the agreement is estimated at US$40 million to US$48 million annually, which Alkane said represents around 9% to 11% of the total revenue potential of the project.
This provides potential annual revenue from both the MoU's of US$100 to US$120 million for 75% of production, which exceeds earlier estimates for the value of 100% of zirconium production.
Mintech has plant and equipment at the company's East Rockingham site which currently uses ZOC, and previously produced other zirconium chemicals and zirconium dioxide products.
The likely scenario is the ore from Alkane's project will be moved by rail to the Mintech operations.
Mintech has extensive chemical manufacturing expertise and a ready supply of low cost hydrochloric acid available nearby, which is a key reagent for producing ZOC.
The Scoping Study which Alkane is contributing $50,000, will include a study ofthe ZOC market both domestically and overseas, and is expected to be completed within three months.
Ian Chalmers, managing director of Alkane, told Proactive Investors today that the open pit resource at Dubbo is of a scale that could theoretically supply Mintech for over a century - at the current levels proposed.
http://www.proactiveinvestors.com.au/companies/news/18122/al…
MfG, FaxenClown
Alkane Resources JV unlocks cash flow potential of up to US$48m annually from Dubbo Zirconia Project
Tuesday, July 26, 2011 by John Phillips
In a major milestone for the development of the Dubbo Zirconia Project, Alkane has signed an agreement with Mintech Chemical Industries to produce zirconium at the company's existing plant - generating between US$40 to $US48 million annually. In a major milestone for the development of the Dubbo Zirconia Project, Alkane has signed an agreement with Mintech Chemical Industries to produce zirconium at the company's existing plant - generating between US$40 to $US48 million annually.
Alkane Resources (ASX: ALK) will joint venture with Australia’s Mintech Chemical Industries to produce zirconium oxychloride (ZOC) at the company's existing plant at East Rockingham, Western Australia.
The companies signed a Memorandum of Understanding to undertake a Scoping Study to produce 10,000 to 12,000 tonnes annually of ZOC.
This is the second such agreement for Alkane to produce and treat output from the company's Dubbo Zirconia Project, which is located in the central west of New South Wales.
Most importantly is the cash flow generation, and based on current prices of ZOC, revenue from the agreement is estimated at US$40 million to US$48 million annually, which Alkane said represents around 9% to 11% of the total revenue potential of the project.
This provides potential annual revenue from both the MoU's of US$100 to US$120 million for 75% of production, which exceeds earlier estimates for the value of 100% of zirconium production.
Mintech has plant and equipment at the company's East Rockingham site which currently uses ZOC, and previously produced other zirconium chemicals and zirconium dioxide products.
The likely scenario is the ore from Alkane's project will be moved by rail to the Mintech operations.
Mintech has extensive chemical manufacturing expertise and a ready supply of low cost hydrochloric acid available nearby, which is a key reagent for producing ZOC.
The Scoping Study which Alkane is contributing $50,000, will include a study ofthe ZOC market both domestically and overseas, and is expected to be completed within three months.
Ian Chalmers, managing director of Alkane, told Proactive Investors today that the open pit resource at Dubbo is of a scale that could theoretically supply Mintech for over a century - at the current levels proposed.
http://www.proactiveinvestors.com.au/companies/news/18122/al…
MfG, FaxenClown
So Freunde 
bin nun auch mit einer ersten Position dabei.
Hier mal ein sehr interessanter Artikel mit Photos der Demo-Anlage:
http://www.techmetalsresearch.com/2011/06/a-visit-to-the-dub…
Gruß
Julia
bin nun auch mit einer ersten Position dabei.
Hier mal ein sehr interessanter Artikel mit Photos der Demo-Anlage:
http://www.techmetalsresearch.com/2011/06/a-visit-to-the-dub…
Gruß
Julia
ADVFN zeigte heute kurz einen Crosstrade von über 4B um 7:25 Uhr.
FINANCE VIDEO: Managing Director Ian Chalmers Speaks
http://www.abnnewswire.net/press/en/68076/FINANCE_VIDEO:_Alk…
http://www.abnnewswire.net/press/en/68076/FINANCE_VIDEO:_Alk…
Trading Spotlight
Hier ein posting aus HC, was die Situation treffend beschreibt:
Alkane Resources, here's our story
By Richrichie
ARU faces a 9 to 12 month delay to their BFS completion eventually delaying their projected production timeframe, LYC facing Malaysian protests on the plant impacting local environment with a UN body doing an enviromental impact investigation.
What about ALK? Well here we go, unlike LYC and ARU which are purely light rare earth companies, we are a multi-commodity company, with zirconium, niobium, yttrium , heavy rare earths, gold, and copper based in central NSW.
Are there environmental concerns? We expect little to none. Our flagship Dubbo Zirconia Project (DZP) is 66km about south of the regional centre of Dubbo. 66km is like the distance of the Sydney CBD to the Blue Mountains or further.
What makes ALK different to Molycorp, LYC, and ARU? We are diversified in commodities, rather solely focused on one commodity classed as rare earths. Rare earths is distinguished into light RE and heavy RE. Molycorp, LYC, and ARU are heavily focused on light RE, which isn't really rare in the world. ALK on the other hand is heavily focused on heavy REs. Also we have exposure to zirconium, niobium, yttrium, gold, and copper.
What are the timeframes to production of REs? Well:
- Molycorp is expected to be in production sometime in 2011
- LYC was expected to be in production by end of Q2. But looks like its going to be delayed due to protests and IAEA investigation
- ALK due end of Q3/Q4 2013 subject to completion of DFS (scheduled on time); financing arrangements and regulatory environmental approvals
- ARU originally due roughly the same time as ALK, but a 9-12 month delay in the completion of the BFS is very likely to carry onto the production timeframe.
What about ALK's other commodities?
Well the Tomingley Gold Project is expected to be in production from late next year. Though cash costs are around $900 per oz. In my opinion that is fair given the current levels of gold prices and hopeing they stay these levels or go higher, which is likely looking at the poor situations of the US, Europe, and Japan debt markets. In my opinion a cash cost at $US200 or lower is perfect (only MML is a company that has that), a cash cost lower than $450 is terrific (RMS's Wattle Dam has that), a cash cost of $800 and under is ok (SXG, SLR, SAR). So $900 is just acceptable. Any cash cost over $1000 like AXM is looking uneconomical and concerning.
The McPhillamy's project (51% Newmont, 49% ALK), if Newmont covers all expenditure to the completion of the BFS will get 75%. ALK also has a number of other gold-copper exploration projects.
Conclustion: recent falls in ARU and LYC and delays to their projects will see their holders switching to our ALK share register.
---------------------------------------------------------
please support my retirement...
Mining investments: ALK, APE, CCE, CDU, CKK, DYL, ELT, ENV, LYC, MAK, MHM, MOL, NG, NWT, ORE, PDN, POS
Danke
Alkane Resources, here's our story
By Richrichie
ARU faces a 9 to 12 month delay to their BFS completion eventually delaying their projected production timeframe, LYC facing Malaysian protests on the plant impacting local environment with a UN body doing an enviromental impact investigation.
What about ALK? Well here we go, unlike LYC and ARU which are purely light rare earth companies, we are a multi-commodity company, with zirconium, niobium, yttrium , heavy rare earths, gold, and copper based in central NSW.
Are there environmental concerns? We expect little to none. Our flagship Dubbo Zirconia Project (DZP) is 66km about south of the regional centre of Dubbo. 66km is like the distance of the Sydney CBD to the Blue Mountains or further.
What makes ALK different to Molycorp, LYC, and ARU? We are diversified in commodities, rather solely focused on one commodity classed as rare earths. Rare earths is distinguished into light RE and heavy RE. Molycorp, LYC, and ARU are heavily focused on light RE, which isn't really rare in the world. ALK on the other hand is heavily focused on heavy REs. Also we have exposure to zirconium, niobium, yttrium, gold, and copper.
What are the timeframes to production of REs? Well:
- Molycorp is expected to be in production sometime in 2011
- LYC was expected to be in production by end of Q2. But looks like its going to be delayed due to protests and IAEA investigation
- ALK due end of Q3/Q4 2013 subject to completion of DFS (scheduled on time); financing arrangements and regulatory environmental approvals
- ARU originally due roughly the same time as ALK, but a 9-12 month delay in the completion of the BFS is very likely to carry onto the production timeframe.
What about ALK's other commodities?
Well the Tomingley Gold Project is expected to be in production from late next year. Though cash costs are around $900 per oz. In my opinion that is fair given the current levels of gold prices and hopeing they stay these levels or go higher, which is likely looking at the poor situations of the US, Europe, and Japan debt markets. In my opinion a cash cost at $US200 or lower is perfect (only MML is a company that has that), a cash cost lower than $450 is terrific (RMS's Wattle Dam has that), a cash cost of $800 and under is ok (SXG, SLR, SAR). So $900 is just acceptable. Any cash cost over $1000 like AXM is looking uneconomical and concerning.
The McPhillamy's project (51% Newmont, 49% ALK), if Newmont covers all expenditure to the completion of the BFS will get 75%. ALK also has a number of other gold-copper exploration projects.
Conclustion: recent falls in ARU and LYC and delays to their projects will see their holders switching to our ALK share register.
---------------------------------------------------------
please support my retirement...
Mining investments: ALK, APE, CCE, CDU, CKK, DYL, ELT, ENV, LYC, MAK, MHM, MOL, NG, NWT, ORE, PDN, POS
Danke
Moin!
173 Postings bei dem REE-Explorer, der alle anderen abgehängt hat.
Glückwunsch erst einmal an @zopa und alle, die hier rechtzeitig eingestiegen sind!
Ich trau mich momentan noch nicht weil in den kommenden Monaten wichtige Daten zu Kosten und Finanzierung anstehen. Mit den 20 M in der Kitty kommen die ja nicht mehr weit.
Gruß
Julia
173 Postings bei dem REE-Explorer, der alle anderen abgehängt hat.
Glückwunsch erst einmal an @zopa und alle, die hier rechtzeitig eingestiegen sind!
Ich trau mich momentan noch nicht weil in den kommenden Monaten wichtige Daten zu Kosten und Finanzierung anstehen. Mit den 20 M in der Kitty kommen die ja nicht mehr weit.
Gruß
Julia
China To Set Up Strategic Reserve For Heavy Rare Earths -Sources
http://online.wsj.com/article/BT-CO-20110615-703713.html
Das dürfte der Grund für das heutige Plus gewesen sein, während ARU + LYC weiter abgegeben haben:
MINERAL sands producer Iluka Resources says it expects average prices for its titanium dioxide products to rise as much as 75 per cent in the second half of the year and zircon prices by up to 40 per cent for the coming quarter.
http://www.theaustralian.com.au/business/mining-energy/iluka…
Schon merkwürdig, wo doch LYC + ARU z.Zt. nicht von steigenden REE-Preisen profitieren können.
Das Thema "Thorium" scheint den Markt weiterhin stark zu verunsichern.
---------------------------------------------------------
Mining investments: ALK, APE, CCE, CDU, DYL, ELT, ENV, LYC, MAK, MHM, MOL, NG, ORE, PDN, POS
please support my retirement...
Danke
MINERAL sands producer Iluka Resources says it expects average prices for its titanium dioxide products to rise as much as 75 per cent in the second half of the year and zircon prices by up to 40 per cent for the coming quarter.
http://www.theaustralian.com.au/business/mining-energy/iluka…
Schon merkwürdig, wo doch LYC + ARU z.Zt. nicht von steigenden REE-Preisen profitieren können.
Das Thema "Thorium" scheint den Markt weiterhin stark zu verunsichern.
---------------------------------------------------------
Mining investments: ALK, APE, CCE, CDU, DYL, ELT, ENV, LYC, MAK, MHM, MOL, NG, ORE, PDN, POS
please support my retirement...
Danke
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