Black Iron - Eisenerz-Explorer in der Ukraine (Seite 58)

[Boersiback]

Antwort auf Beitrag Nr.: 56.239.379 von startvestor am 21.11.17 20:17:17

Quatsch !

Die liegen weit westlich von Dnjepropetrovsk und nichtmal bis dahin reicht die problemzone.



zudem ist die ukraine 6. größter Eisenerz-produzent weltweit und 20% der weltweiten vorräte liegen dort. bisher hat die noch keiner beim produzieren gestört.

nicht zu viel putin-hetze lesen
da hab ich eher die befürchtung das trump mal vorsorglich das ganze land bombadieren lässt.

mein größtes problem ist, dass ich bei eisenerz nicht besonders bullish bin.
wobei 20% tiefer und das projekt ist immer noch extrem unterbewertet.. bei noch mehr "down" gibts zu viele produktionsprobleme. 50 $ dürfte die grenze sein (für 62%-Gehalt)

weiss nicht genau ob ich mal kaufe... PEA recht frisch... passiert ne weile nix gehts wohl richtung 0,08 CAD zurück. ne kleine pos zum vergessen wäre nicht schlecht. die unterbwertung ist schon extrem krass hier.

[startvestor]

Antwort auf Beitrag Nr.: 56.238.452 von freddy1989 am 21.11.17 18:46:05

Das kann dir nur Wladimir Putin beantworten und der sagt NEIN. Interessant aber, dass es anscheinend in der Ostukraine kürzlich zu einer Revolte kam.

[freddy1989]

Hallo hier mal die neuste Presenation

http://blackiron.com/wp-content/uploads/2017/11/201711_BKI_C…

Was meint ihr schafft die Firma das bis 2019 die Produktion zu starten? Hoffe das der Eisenerzpreis ca so bleibt....

Vllt kann man sich Finanzieren über einen Eisenerzvorrausverkauf?

[mge]

Das waren die Daten der alten PEA aus 2014:

[mge]

Neue PEA ist draußen (+ neue Homepage + neue Präsentation):


36,1% IRR post Tax hört sich gut an.
Der günstige Wechselkurs senkt die Capex. Infrastruktur vorhanden.
Nächster step wären offtakes.
Kurs zog ja schon an die letzten Wochen. Mal sehen wie die Cans die PEA beurteilen.

[tommy-hl]

Black Iron = meine einzige Fe-Aktie
Es geht voran - langsam wie eine Schnecke, aber ... in 2-3 Jahren - wo mag da der Aktienkurs stehen ...?

Nov 8, 2017
Black Iron Inc. ("Black Iron" or the "Company") (BKI.TO) is pleased to announce the hiring of Bill Hart as Senior Vice President Corporate Development. Mr. Hart's main responsibility will be to reach out to his extensive list of relationships with steel mills and trading houses to solicit interest for companies to invest in the construction of Black Iron's Shymanivske iron ore project pursuant to an offtake or constructing financing arrangement. ...

https://finance.yahoo.com/news/black-iron-hires-experienced-…

[goldsa]

News

http://www.proactiveinvestors.com/companies/news/186441/blac…

Black Iron pushes on with Shymanivske project plans; targeting PEA for fourth quarter
15:13 30 Oct 2017
It will also start discussions with debt finance sources including the European Bank for Reconstruction and Development (EBRD)
Black Iron pushes on with Shymanivske project plans; targeting PEA for fourth quarter
The firm will start talks with debt finance sources including the EBRD, it said

Iron ore project developer Black Iron Inc (TSE:BKI) updated investors on progress at its Shymanivske project in Ukraine, saying the PEA (preliminary economic assessment) is expected to be completed in the middle of the fourth quarter this year.

The mining group said it expects the study to show "extremely favourable" economics.

It also revealed it will be engaging firms to seek prepaid offtake and/or a joint development partner to significantly reduce the amount of equity that needs to be raised to build the mine.
Debt finance sources..

It will also start discussions with debt finance sources including the European Bank for Reconstruction and Development (EBRD) who have already committed to invest US$350mln into ArcelorMittal's iron ore mine and steel mill, which is beside the Shymanivske pit.

In 2014, the firm had completed a bankable feasibility study (BFS) showing great economics and also reached an agreement with Metinvest to finance a sizable portion of the project's construction costs.

But in the same year, Russia invaded Ukraine and iron ore prices fell dramatically. Black Iron divested Metinvest's position in January last year and currently owns 100% of the project.
Better timing..

The project has been on hold, but now the timing looks right to move the project towards production, it said.

That's due partly, because since 2016, the benchmark 62% iron content prices markedly increased from a low of US$37 per tonne to hit a high of US$95 per tonne in February, 2017, and averaged about US$74 per tonne over the year to date in large part due to the increased global demand for steel.

Notably, the front line of conflict in Ukraine is 450km away from the project site and has not geographically advanced since the invasion occurred over three years ago.

The unpegging of the Ukrainian currency to the US dollar has also meant a lower exchange rate, which is also expected to significantly reduce Black Iron's construction cost and operating costs for the project.
A new PEA..

"In July of this year Black Iron announced that it had commissioned a new preliminary economic assessment (PEA) for the project that will be based on a much more favourable exchange rate and phased development plan starting with four million tonnes per year of production ramping up to eight million tonnes per year using self-generated cash to finance the expansion."

Shares in Toronto fell 13% on the day to C$0.10.

[goldsa]

Interview

Matt Simpson

http://www.proactiveinvestors.com/companies/stocktube/7925/i…

[rolleg]

Black Iron Engages BBA to Develop Revised PEA Based on Favourable Ukraine Exchange Rate & Phased Plant Development
http://www.blackiron.com/News/Press-Release-Details/2017/Bla…

[thschmidt]

Der Eisenerzpreis ist auf jeden Fall schon wieder gut runtergekommen, die Frage ist ob er nochmal die Tiefs erreicht um die 40 Dollar rum