Stans Energy / ARMZ Lithiumprojekt in Russland (Seite 22)
eröffnet am 20.10.10 07:00:01 von
neuester Beitrag 23.01.24 22:08:37 von
neuester Beitrag 23.01.24 22:08:37 von
Beiträge: 2.109
ID: 1.160.579
ID: 1.160.579
Aufrufe heute: 0
Gesamt: 272.418
Gesamt: 272.418
Aktive User: 0
ISIN: CA8547221058 · WKN: A0RD0N · Symbol: HRE.H
0,0050
CAD
0,00 %
0,0000 CAD
Letzter Kurs 20.06.24 Toronto
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9800 | +9,93 | |
| 1,2600 | +8,62 | |
| 10,410 | +8,55 | |
| 2,4600 | +8,37 | |
| 9,5000 | +7,71 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6100 | -8,27 | |
| 20,100 | -8,64 | |
| 0,5050 | -9,82 | |
| 0,5077 | -12,90 | |
| 0,6030 | -18,51 |
Beitrag zu dieser Diskussion schreiben
Feedback
Stans artikel auf seeking alpha
http://seekingalpha.com/article/2308115-if-there-is-such-a-t…
If There Is Such A Thing As A Free Lunch In The Markets, Stans Energy's Favorable Settlement Comes Close
Jul. 10, 2014 9:27 AM ET | 3 comments | About: Stans Energy Corp. (HREEF), Includes: CAGDF, MCP
Disclosure: The author is long HREEF. (More...)
Summary
Stans Energy was awarded $118M in a settlement by the Arbitration Court at the Moscow Chamber of Commerce and Industry.
The market cap sits at just a fraction of the settlement amount, so the market doesn't think the company can collect, but presents significant upside potential for investors.
The Government of Ontario backs the legal claim so Stans should be able to collect on liquid assets worth the $118M.
Stans's situation leads to it becoming a buyout target.
Management needs to act quickly if the company doesn't want to be a target of a hostile takeover and wants its choice of assets as compensation.
Stans Energy (OTCQX:HREEF) is a company focused on the development of Heavy Rare Earth properties in areas of the former Soviet Union. Its main focus is the Kutessay II mine for which it owns a 20-year mining licence. Kutessay II is the only place in the world outside of China to have produced Heavy Rare Earth Elements in its past and it produced 80% of the Soviet Union's rare earth metals while it was being mined.
In 2012, the Kyrgyz State Geological Agency ordered work to be stopped on the property, as the state wanted a percentage of ownership without any established law requiring Stans Energy to give up any such portion. The resulting legal battle between the Government of the Kyrgyz Republic and Stans Energy came to a conclusion last week as the Arbitration Court at the Moscow Chamber of Commerce and Industry handed down a final binding ruling in favor of Stans. The Kyrgyz Republic is required to pay Stans Energy a total of USD $118,206,056.80, equivalent to 75 cents per share.
At 18 cents for HREEF, Stans has a market cap of $27.5 million, only 23% of the settlement amount that is owed to the company. Clearly, the market has its doubts over the company's ability to obtain the settlement amount from a country that is one of the poorest in the region with about a third of its population below the poverty line.
Despite the uncertainty and potential moral dilemma around collection of the funds, I believe that HREEF's stock price is far too discounted and represents a great risk-to-reward dynamic. The upside potential can be two to five times the current stock price but the long-term downside risk is extremely limited. If there is such a thing as a "free lunch" or at least the $1.99 all-you-can-eat filet mignon special in the stock market, Stans Energy's favorable settlement at more than four times its stock price, which is backed by international tribunals appears to be a good bet.
The easiest course of action is for Stans to seize assets belonging to the Kyrgyz State that reside outside of the country. The most obvious choice would be the seizure of shares of Centerra Gold Inc. (OTCPK:CAGDF), of which the Kyrgyz State holds a 32.7% interest. The precedent for seizure of Centerra shares has already been set in Ontario, where it trades on the Toronto Stock Exchange, as a Turkish company recently won a similar ruling over the Kyrgyz Republic in the Ontario Court of Appeal. Stans may also seize other capital flows and assets such as gold, but may prefer to negotiate a settlement so it can continue to work on the project.
While Stans has several choices it may act upon to favorably impact the stock price, it is prudent that management acts quickly. The most pressing issue in the possible seizure of Centerra shares is a proposed deal in progress where the State receives a direct interest in Centerra's Kumtor mine in exchange for the stake in its shares. Should Stans decide to enforce the settlement and seize assets, the Centerra shares may no longer be an option by that time.
I believe another significant near-term risk (or opportunity from an investor perspective) is the possibility that Stans Energy will be the target of a hostile takeover due to:
Stans' market cap being at a disproportionately large discount to the settlement amount, thus it should attract the attention of investment funds specializing in distressed or discounted assets
Stans' ability to seize Centerra shares may be of interest to any investor looking to acquire the profitable, dividend-paying gold company. The $118M settlement would result in 18 million shares being seized. That position would be difficult to obtain without pushing up the stock price as Centerra's Canadian listing CG.TO trades about a million shares a day.
One of the reasons cited behind the suspicious activities of the Kyrgyz State with respect to Kutessay II is that the previous owner of the licence wanted it back to try to sell it to another entity. That entity may be interested in going directly to Stans to obtain that licence.
One fund sticks out in my mind when I think of a potential suitor for Stans, and that is Pala Investments. Pala has a history of hands-on, aggressive and activist roles in the companies for which it holds an interest. Led by Russian billionaire Vladimir Iorich, the company unsuccessfully tried to take over Neo Material Technologies, another company which produces rare earth metals and has since been bought out by Molycorp (MCP).
Pala's Russian roots and familiarity with the old Eastern Bloc, interest in mining in general and in particular rare earths and its history of aggressive pursuits of discounted companies during bearish times should mean that Stans would be on its radar screen. Based on Pala's hands-on investing style of the past, I believe that the firm would be an ideal suitor for Stans' assets while pushing the Kyrgyz Government for a favorable solution.
A buyout would likely come at a discount to the 75 cents per share owed to Stans from the ruling, but it could potentially come soon thus making it a great short-term flip for speculative traders or investors who agree to my assessment. But I am not basing my investment decision solely on the idea that a buyout is in the works. I hold my Stans Energy shares expecting that a buyout is a good possibility. However, even if it wasn't to be bought out I view the seizure of $118M of Centerra shares or the court ruling over Kutessay II providing Stans with negotiating leverage to continue on with the project both to be choices of the management team that will result in stock price appreciation.
http://seekingalpha.com/article/2308115-if-there-is-such-a-t…
If There Is Such A Thing As A Free Lunch In The Markets, Stans Energy's Favorable Settlement Comes Close
Jul. 10, 2014 9:27 AM ET | 3 comments | About: Stans Energy Corp. (HREEF), Includes: CAGDF, MCP
Disclosure: The author is long HREEF. (More...)
Summary
Stans Energy was awarded $118M in a settlement by the Arbitration Court at the Moscow Chamber of Commerce and Industry.
The market cap sits at just a fraction of the settlement amount, so the market doesn't think the company can collect, but presents significant upside potential for investors.
The Government of Ontario backs the legal claim so Stans should be able to collect on liquid assets worth the $118M.
Stans's situation leads to it becoming a buyout target.
Management needs to act quickly if the company doesn't want to be a target of a hostile takeover and wants its choice of assets as compensation.
Stans Energy (OTCQX:HREEF) is a company focused on the development of Heavy Rare Earth properties in areas of the former Soviet Union. Its main focus is the Kutessay II mine for which it owns a 20-year mining licence. Kutessay II is the only place in the world outside of China to have produced Heavy Rare Earth Elements in its past and it produced 80% of the Soviet Union's rare earth metals while it was being mined.
In 2012, the Kyrgyz State Geological Agency ordered work to be stopped on the property, as the state wanted a percentage of ownership without any established law requiring Stans Energy to give up any such portion. The resulting legal battle between the Government of the Kyrgyz Republic and Stans Energy came to a conclusion last week as the Arbitration Court at the Moscow Chamber of Commerce and Industry handed down a final binding ruling in favor of Stans. The Kyrgyz Republic is required to pay Stans Energy a total of USD $118,206,056.80, equivalent to 75 cents per share.
At 18 cents for HREEF, Stans has a market cap of $27.5 million, only 23% of the settlement amount that is owed to the company. Clearly, the market has its doubts over the company's ability to obtain the settlement amount from a country that is one of the poorest in the region with about a third of its population below the poverty line.
Despite the uncertainty and potential moral dilemma around collection of the funds, I believe that HREEF's stock price is far too discounted and represents a great risk-to-reward dynamic. The upside potential can be two to five times the current stock price but the long-term downside risk is extremely limited. If there is such a thing as a "free lunch" or at least the $1.99 all-you-can-eat filet mignon special in the stock market, Stans Energy's favorable settlement at more than four times its stock price, which is backed by international tribunals appears to be a good bet.
The easiest course of action is for Stans to seize assets belonging to the Kyrgyz State that reside outside of the country. The most obvious choice would be the seizure of shares of Centerra Gold Inc. (OTCPK:CAGDF), of which the Kyrgyz State holds a 32.7% interest. The precedent for seizure of Centerra shares has already been set in Ontario, where it trades on the Toronto Stock Exchange, as a Turkish company recently won a similar ruling over the Kyrgyz Republic in the Ontario Court of Appeal. Stans may also seize other capital flows and assets such as gold, but may prefer to negotiate a settlement so it can continue to work on the project.
While Stans has several choices it may act upon to favorably impact the stock price, it is prudent that management acts quickly. The most pressing issue in the possible seizure of Centerra shares is a proposed deal in progress where the State receives a direct interest in Centerra's Kumtor mine in exchange for the stake in its shares. Should Stans decide to enforce the settlement and seize assets, the Centerra shares may no longer be an option by that time.
I believe another significant near-term risk (or opportunity from an investor perspective) is the possibility that Stans Energy will be the target of a hostile takeover due to:
Stans' market cap being at a disproportionately large discount to the settlement amount, thus it should attract the attention of investment funds specializing in distressed or discounted assets
Stans' ability to seize Centerra shares may be of interest to any investor looking to acquire the profitable, dividend-paying gold company. The $118M settlement would result in 18 million shares being seized. That position would be difficult to obtain without pushing up the stock price as Centerra's Canadian listing CG.TO trades about a million shares a day.
One of the reasons cited behind the suspicious activities of the Kyrgyz State with respect to Kutessay II is that the previous owner of the licence wanted it back to try to sell it to another entity. That entity may be interested in going directly to Stans to obtain that licence.
One fund sticks out in my mind when I think of a potential suitor for Stans, and that is Pala Investments. Pala has a history of hands-on, aggressive and activist roles in the companies for which it holds an interest. Led by Russian billionaire Vladimir Iorich, the company unsuccessfully tried to take over Neo Material Technologies, another company which produces rare earth metals and has since been bought out by Molycorp (MCP).
Pala's Russian roots and familiarity with the old Eastern Bloc, interest in mining in general and in particular rare earths and its history of aggressive pursuits of discounted companies during bearish times should mean that Stans would be on its radar screen. Based on Pala's hands-on investing style of the past, I believe that the firm would be an ideal suitor for Stans' assets while pushing the Kyrgyz Government for a favorable solution.
A buyout would likely come at a discount to the 75 cents per share owed to Stans from the ruling, but it could potentially come soon thus making it a great short-term flip for speculative traders or investors who agree to my assessment. But I am not basing my investment decision solely on the idea that a buyout is in the works. I hold my Stans Energy shares expecting that a buyout is a good possibility. However, even if it wasn't to be bought out I view the seizure of $118M of Centerra shares or the court ruling over Kutessay II providing Stans with negotiating leverage to continue on with the project both to be choices of the management team that will result in stock price appreciation.
Antwort auf Beitrag Nr.: 47.276.782 von Kurzvormsee am 08.07.14 12:08:17du hast recht, aktie stiegt.
nachdem die kurzfrist- und meldungszocker wieder raus sind.
Ich möchte wesentlich mehr sehen für die Aktie. Zu den Cents hier gebe ich kein Stück aus der hand..
nachdem die kurzfrist- und meldungszocker wieder raus sind.
Ich möchte wesentlich mehr sehen für die Aktie. Zu den Cents hier gebe ich kein Stück aus der hand..
On June 8-9 2014, Deputy Minister of Foreign Affairs of Kazakhstan Yerzhan Ashikbayev visited Ottawa, Canada. He met with Canada’s Foreign Affairs Minister John Baird, Minister of State (Foreign Affairs and Consular) Lynne Yelich, Foreign Affairs’ Associate Deputy Minister Peter Boehm and Assistant Deputy Minister Dan Costello. These meetings provided a excellent opportunity for detailed discussions of a wide range of bilateral and multilateral cooperation issues.
For more information see: http://en.tengrinews.kz/politics_sub/Kazakhstan-and-Canada-n…
Use of the Tengrinews English materials must be accompanied by a hyperlink to en.Tengrinews.kz
http://en.tengrinews.kz/politics_sub/Kazakhstan-and-Canada-n…
ich glaube hier wird auf allen Kanälen gesprochen :-)
For more information see: http://en.tengrinews.kz/politics_sub/Kazakhstan-and-Canada-n…
Use of the Tengrinews English materials must be accompanied by a hyperlink to en.Tengrinews.kz
http://en.tengrinews.kz/politics_sub/Kazakhstan-and-Canada-n…
ich glaube hier wird auf allen Kanälen gesprochen :-)
Trading Spotlight
http://www.finanznachrichten.de/aktienkurse-boersen/stans-en…
spät, aber doch. war beim doc
spät, aber doch. war beim doc
das Gap dürfte nun geschlossen sein. Ich vermute/hoffe Heute oder Morgen steigt es nachhaltig
http://www.for.kg/news-269951-ru.html
Kyrgyzstan and Stans Energy Corp. looking for a way out of the scandal without economic losses
Bishkek. July 8. KirTAG - Bakit pushing. Kyrgyzstan and Stans Energy Corp. looking for a way out of the scandal without economic loss. Said First Deputy Prime Minister Tayirbek Sarpashev Tuesday.
"The decision on the disbursement of funds Stans Energy Corp. Has not entered into force. I met with the leadership of the company after the court decision. Together we are looking for ways to compromise to resolve the situation without economic losses for both sides," - said T. Sarpashev.
According to him, there is not "speech to arrest the shares of KR in Centerra Gold Inc.".
Die Politiker wahren Ihr Gesicht, jedoch ist positive Bewegung in Sicht :-)
Kyrgyzstan and Stans Energy Corp. looking for a way out of the scandal without economic losses
Bishkek. July 8. KirTAG - Bakit pushing. Kyrgyzstan and Stans Energy Corp. looking for a way out of the scandal without economic loss. Said First Deputy Prime Minister Tayirbek Sarpashev Tuesday.
"The decision on the disbursement of funds Stans Energy Corp. Has not entered into force. I met with the leadership of the company after the court decision. Together we are looking for ways to compromise to resolve the situation without economic losses for both sides," - said T. Sarpashev.
According to him, there is not "speech to arrest the shares of KR in Centerra Gold Inc.".
Die Politiker wahren Ihr Gesicht, jedoch ist positive Bewegung in Sicht :-)
Antwort auf Beitrag Nr.: 47.272.098 von schniddelwutz am 07.07.14 16:38:08...war klar jetzt geht der hype erstmal wieder in die Knie.
Auch gut, Nachkaufkurse kommen in Sicht.
Man hätte vor kurzem das auch schon bezahlen müssen OHNE die Meldung. Nur meine meinung.
Auch gut, Nachkaufkurse kommen in Sicht.
Man hätte vor kurzem das auch schon bezahlen müssen OHNE die Meldung. Nur meine meinung.
Durchsuchen
