Black Iron - Eisenerz-Explorer in der Ukraine (Seite 65)

[mge]

Bin ein wenig zu früh rein und habe den Ausstieg während des letzten Anstiegs auf 0,16CAD verpasst. Dann warten wir mal auf den Doppelboden bei 0,10/0,11CAD. Vielleicht kann man noch etwas verbilligen. Einen nachhaltigen Anstieg sehe ich in nächster Zeit nicht.

[Boersiback]

Antwort auf Beitrag Nr.: 47.497.795 von Popeye82 am 12.08.14 18:32:18

Einerseits scheint Shymanivske -was ich etwas überraschend finde- von mehreren Seiten((mindestens)Metinvest, Black Iron und den Behörden) 'befürwortet und vorangetrieben' zu werden; auf der anderen Seite die Politik.

warum ist das so überraschend für dich ?
ich glaube nicht dass der konflikt russland-ukraine irgendwelche langfristigen auswirkungen auf das projekt haben wird.
es liegt auch unweit von dnjepropetrovsk und ziemlich mittig und nicht grenznah zu russland.

ich geh mal nicht davon aus dass die rote armee einmarschiert und das ganze land zur russischen provinz macht.
das heftigste was spekulativ theoretisch passieren könnte ist, daß sich die grenze verschiebt, oder vieleicht um donezk rum teils russisches recht gelten könnte (keine ahnung mal so frei raus).
aber bis dnjepropetrovsk bzw sogar noch auf der westlichen seite der dnjepr (bzgl projektlage) wird sich nix ändern.
ausser dass die ukraine sicherlich extrem ins wanken gerät, bzw geraten ist... um dann die wirtschaft in gang zu bringen könnte es dann aber auch eher so sein, daß man mit freude solche tollen projekte vorantreibt.
ist doch absolut im interesse des landes.
davon abgesehen ist die ukraine dermassen von interesse, daß man das land nicht hängen lassen wird.

ich sehe das in bezug auf black iron als ziemlich harmlos an muss ich sagen.
marktkap vs projektstärke da fällt mir grad nur noch excelsior ein wo das ähnlich krass ist.
ich geh davon aus dass genau solche werte hervorragende chancen haben.
risiko auch relativ hoch, aber ich halte adidas oder bilfinger für riskanter und da hab ich keine vervielfachungschance

[startvestor]

Das Management hat in Q2/14 wieder gut abkassiert:

Management Fees:     1,27 Mio. USD (457.000 Y/Y) (incl. Metinvest-Bonus)

Büro:                63.000

Aktienbez.:          105.000

Exploration:         506.000

Gewinn (Akt.):      -2,08 Mio. USD (-1,68 Y/Y), Q1: -1,3 Mio.

EPS:                -0,01 (-0,01)



op. Cashflow:       -2 Mio. USD (-1,6) ohne W/C-Changes

inv. Cashflow:       0 

fin. Cashflow:       14,9 Mio. (Metinvest)

Die Bilanz sieht bei einer Marketcap von ca. 20 Mio. USD und im Cash noch fehlenden 5 Mio. USD optisch gut aus:

Cash:            14 Mio. USD (2 Mio. Q/Q)

Expl. Assets:    22,9 Mio. (22,9) - Kapitalisierung ab 01.01.2013 zurückgenommen

Verbindl.:       1,1 Mio. USD

EK (Akt.):       31,1 Mio. USD (24,2)

Bilanzsumme:     37,2 Mio 

Leider wird es aber so nicht bleiben. Der Cash wird weiter verprasst und es tut sich wenig.

[Popeye82]

ich denke Black Iron/Shymanivske 'spielt sich jetzt auf sehr verschiedenen Ebenen ab'.
Einerseits scheint Shymanivske -was ich etwas überraschend finde- von mehreren Seiten((mindestens)Metinvest, Black Iron und den Behörden) 'befürwortet und vorangetrieben' zu werden; auf der anderen Seite die Politik.
Möchte mich da auf keinerlei Prognosen festlegen, letztendlich sind sie denke ich ein extremes Chance/Risiko Unternehmen -in beide Richtungen.

RETRANSMISSION: Black Iron's Shymanivske Project Awarded Mining Allotment From Ukraine Government - Aug 12, 2014

+ KEY MILESTONE IN PERMITTING PROCESS ACHIEVED

+ SHYMANIVSKE PROJECT IS NOW OFFICIALLY RECOGNIZED BY BOTH THE CENTRAL GOVERNMENT OF UKRAINE AND THE LOCAL GOVERNMENT OF KRYVYI RIH

+ PERMITTING APPROVAL AT THIS TIME HIGHLIGHTS THE PROJECT'S ABILITY TO CONTINUE TO DEVELOP DURING CHALLENGING TIMES IN UKRAINE ...
www.blackiron.com/News/Press-Release-Details/2014/Black-Iron…

"Black Iron Inc. ("Black Iron" or the "Company") (TSX:BKI)(FRANKFURT:BIN) is pleased to report that its subsidiary Shymanivske Steel LLC has been awarded a Mining Allotment Certificate (the "Mining Allotment") from the Central Government of Ukraine in respect of the Shymanivske Iron Ore Project in Kryvyi Rih, Ukraine (the "Project"). The Mining Allotment is a major permitting milestone leading to obtaining construction approval for the Project. (A complete description of the permitting process is available in the Black Iron corporate presentation available on the Company's website at www.blackiron.com.) Receipt of the Mining Allotment signifies that local and central governments now recognize that the Project will be built. The award of a Mining Allotment also includes approval of the pit shell configuration on the mapped ground surface plan. This will allow for the Project to be included in all future official city plans and development initiatives, including for such items as infrastructure connections.

"We're excited that the Shymanivske Project has been recognized by the Central Government and the local Kryvyi Rih City Council," stated Matt Simpson, President and CEO of Black Iron. "This was an important step in our permitting and demonstrates that the central and local governments are continuing to function well under the new President and that it remains business as usual for most of Ukraine despite the unrest in the East. With the award of the Mining Allotment we can now focus on future milestones including the next phase of permitting, the Overall Project Land Allotment, and the execution of our financing plan, including a cornerstone off-take agreement."

Black Iron remains committed to helping rebuild Ukraine's economy through the successful development of the Shymanivske Iron Ore Project. The Project has the potential to be a world-class iron ore producing mine as outlined in Black Iron's January 2014 Feasibility Study. The Feasibility Study projected a 9.9 million tonnes per year premium-grade iron ore concentrate producing mine, with a pre-tax internal rate of return of 48%, a two year payback, and a US$3.3 billion net present value. (See press release dated January 23, 2014 for details of the feasibility study. See forward looking information below) The Project is anticipated to create upwards of 8,000 new jobs during construction, 2,000 long-term operating jobs, approximately 8,000 long-term ancillary jobs, and tens of millions of dollars annually in tax revenues.


About Black Iron

Black Iron is an iron ore exploration and development company, advancing its 51% owned Shymanivske project located in Kryvyi Rih, Ukraine. This project contains an NI 43-101 compliant resource estimated to be 645.8 Mt Measured and Indicated mineral resources, consisting of 355.1 Mt Measured mineral resources grading 32.0% Total iron and 19.5% Magnetic iron, and Indicated mineral resources of 290.7 Mt grading 31.1% Total iron and 17.9% Magnetic iron, using a cut-off grade of 10% Magnetic iron. Additionally, the project contains 188.3 Mt of Inferred mineral resources grading 30.1% Total iron and 18.4% Magnetic iron. Full mineral resource details can be found in the National Instrument 43-101 compliant technical report dated January 24, 2014 titled "Feasibility Study of the Shymanivske Iron Ore Deposit for Black Iron Inc." under the Company's profile on SEDAR at www.sedar.com. The project is surrounded by five other operating mines, including ArcelorMittal's iron ore complex. The Company believes that existing infrastructure, including access to power, rail and port facilities, will allow for a quick development timeline to production. Further, the Company holds an exploration permit for the adjacent Zelenivske project, which it intends to further explore to determine its potential. Please visit the Company's website at www.blackiron.com, follow us on Facebook, Twitter or Linked-in or write us at [e-mail] for more information.

The technical and scientific contents of this press release have been prepared under the supervision of and have been reviewed and approved by Matt Simpson, P.Eng., President and CEO of Black Iron Inc., who is a Qualified Person as defined by NI 43-101. For further information, please see the technical report of the Company, which is available on SEDAR at www.sedar.com. "

[rolleg]

Black Iron Inc. and Metinvest B.V. Close Strategic Investment and Development Arrangement
http://www.blackiron.com/News/Press-Release-Details/2014/Bla…

[startvestor]

Antwort auf Beitrag Nr.: 47.283.088 von Popeye82 am 09.07.14 11:39:17

Wieso, Wolfe sitzt doch warm in seinem Büro in Toronto. Was weiß der schon, was in der Ukraine abgeht.

Dort scheinen immerhin die russischen Söldner auf dem Rückzug, aber welche Bank soll bei der Lage und dem Eisenerzpreis Kredite geben? Es ist zu befürchten, dass Leute wie Wolfe mit überhöhten Gehältern beim Nichtstun den Cash bis Ende 2015 verbrennen.

[Popeye82]

mich wundert dass er die Situation in der Ukraine nicht wirklich richtig anspricht.

[Popeye82]

Ukraine "signs 'historic EU pact', snubbing Russia" - SH/TCP, BRUSSELS - Jun 28, 2014
www.stockhouse.com/news/bulletins/2014/06/27/uk-historic-eu-…

"Over Russia's objections, Ukraine's new president on Friday signed a free-trade deal binding his country more closely to Western Europe, sealing the very agreement that triggered the bloodshed and political convulsions of the past seven months.


Russia, meanwhile, fended off for the time being a new, more crippling round of Western sanctions over its intervention in Ukraine, where a fragile cease-fire between government forces and pro-Moscow separatists in the east expired Friday night but was extended by Ukrainian President Petro Poroshenko for three more days.

"What a great day!" a beaming Poroshenko said in Brussels upon the signing of the economic agreement with the European Union. "Maybe the most important day for my country after independence."

Since it became independent in the 1991 Soviet collapse, Ukraine has been involved in a delicate balancing act between Russia and the West. The Kremlin wants to keep Ukraine, the birthplace of Russian statehood and Russian Orthodox Christianity, in its orbit.

In November, under pressure from Moscow, Ukrainian President Viktor Yanuknovych spiked the EU pact, triggering huge protests that drove him from power. Moscow responded by annexing the mainly Russian-speaking Crimean Peninsula in March, and pro-Russian separatists soon rose up in Ukraine's eastern provinces.

While Friday's signing marked a defeat for Russian President Vladimir Putin, who has threatened to cancel trade preferences for Ukraine, the Kremlin made no immediate move to punish its neighbour or the two other former Soviet republics that joined the pact, Moldova and Georgia.

Putin spokesman Dmitry Peskov said Russia will take the necessary measures to protect its markets only when the agreement takes effect. That will take a few months.

Meanwhile, EU leaders decided not to immediately impose new sanctions on Russia for the uprising. But they warned that punitive measures have been drawn up and could be levied immediately.

And they gave Russia and the rebels until Monday to take steps to ease the violence, including releasing all captives, retreating from border checkpoints, agreeing on a way to verify the cease-fire and launching "substantial negotiations" on Poroshenko's peace plan.

The weeklong cease-fire, which both sides have been accused of violating, expired at 10 p.m. local time (1900 GMT), but Poroshenko quickly declared its extension until 10 p.m. local time Monday.

Insurgent leader Alexander Borodai said earlier in the day that the rebels were ready to extend the cease-fire if Poroshenko does so and would also soon release the European observers they have been holding for weeks.

Poroshenko warned, however, that the government could terminate the cease-fire in areas where it has been violated by the rebels.

At the signing ceremony, Poroshenko reminded EU leaders of the bloodshed in his country.

Ukraine "paid the highest possible price to make her European dreams come true," he said, asking the EU to pledge that one day Ukraine can join the 28-nation bloc. Membership "would cost the European Union nothing," he said, "but would mean the world to my country."

In Kyiv's Independence Square, the site of last winter's huge protests against Russian domination, balloons the colour of the EU's blue flag were released over the crowd as a rock band pounded out the European Union's anthem, Beethoven's "Ode to Joy."

The crowd of several hundred was far smaller than the hundreds of thousands who jammed the square at the height of the protests. Rain, people getting out of town ahead of a long holiday weekend, and the simmering conflict in the east worked to restrain the mood.

Protest veteran Oleg Mityukhin, 48, came wrapped in the Ukrainian flag.

"I think there will be less corruption, there will be better quality goods, and it will be a push forward for the development of Ukraine," he said.

The agreements signed Friday let businesses in Ukraine, Moldova and Georgia, trade freely in any of the EU's nations without tariffs or restrictions as long as their goods and practices meet EU standards. Likewise, goods and services from the EU will be sold more easily and cheaply in the three countries.

Amanda Paul, a policy analyst at the Brussels-based think-tank European Policy Center, said Russia has levers to inflict serious economic pain on Ukraine, Moldova and Georgia through trade restrictions, cuts in energy supplies or the deportation of migrant workers from those countries.

European Commission experts estimate the deal will boost Ukraine's national income by 1.2 billion euros ($1.6 billion) a year.

The deal also demands that Ukraine adopt EU rules on government contracts, competition and copyrights — steps that could reduce corruption and make the country more attractive to investors.

___

Isachenkov reported from Moscow. AP correspondents David McHugh in Kyiv, Geir Moulson in Berlin, Juergen Baetz in Brussels, Laura Mills in Moscow and Balint Szlanko in Donetsk, Ukraine, contributed to this report. "

[Popeye82]

Antwort auf Beitrag Nr.: 46.992.250 von Popeye82 am 15.05.14 23:28:36

Zitatmarkierung bitte nicht (zu)wörtlich nehmen, aber die beinhaltet genau das was mir einigermassen Rätsel aufgibt.

Metinvest B.V. Completes 3rd US$5.000.000 Investment in Black Iron - Jun 16, 2014

- US$15 MILLION OF THE INITIAL US$20 MILLION FINANCIAL CONTRIBUTION HAS NOW BEEN RECEIVED BY BLACK IRON

- FINAL INSTALLMENT OF US$5 MILLION EXPECTED TO BE RECEIVED BY BLACK IRON ON JULY 15, 2014 ...
www.blackiron.com/News/Press-Release-Details/2014/Metinvest-…

"TORONTO, ONTARIO--(Marketwired - June 16, 2014) - Black Iron Inc. ("Black Iron" or the "Company") (TSX:BKI)(FRANKFURT:BIN) has received the third installment payment of US$5 million from Metinvest B.V. ("Metinvest") as part of the previously announced closing schedule (see press release dated April 15, 2014) for the strategic investment and development arrangement (the "Arrangement") pertaining to Black Iron (Cyprus) Ltd. ("BKI Cyprus").

In conjunction with the closing of the Arrangement, Metinvest has now paid US$15 million of the initial US$20 million financial contribution to the Shymanivske Iron Ore Project through the subscription of shares of BKI Cyprus. The final US$5 million installment is scheduled to be received on July 15, 2014. Metinvest has also been issued common shares totaling approximately 36% of the share capital of BKI Cyprus to date.

Matt Simpson, President and CEO of Black Iron commented, "With the recently completed Presidential election now behind us, we are optimistic about getting back to business in Ukraine. The continued commitment by Metinvest and Black Iron to the development of the Shymanivske Iron Ore Project demonstrates a dedication to rebuilding Ukraine through the creation of new jobs, tax revenues, and the introduction of world-class technologies, equipment and best international practices for operations and environmental impact."


About Metinvest

Metinvest is a vertically integrated steel and mining group of companies, managing every link of the value chain, from mining and processing iron ore and coal to making and selling semi-finished and finished steel products. The Group comprises steel and mining production facilities located in Ukraine, Europe and the USA and has a sales network covering all key markets. Metinvest is the largest employer in Ukraine and accounts directly for 2.3% of the country's Gross Domestic Product (GDP) growing to 6.3% of Ukraine's GDP on an indirect basis. Metinvest's Strategic Vision: Metinvest strives to become the leading integrated steel maker in Europe demonstrating sustainable growth and profitability independently from the phases of economic cycle and providing the return on investment above the average industry levels. Metinvest Group is structured into two operating divisions: Metallurgical Division and Mining Division. Metinvest is made up of over 100,000 employees globally and in 2013 produced 36.9 million tonnes of iron ore, 11.4 million tonnes of coal and 12.4 million tonnes of steel.

The major shareholder of Metinvest Group is Metinvest B.V., a holding company owned by System Capital Management Group (71.25%) and Smart-Holding (23.75%).


About Black Iron

Black Iron is an iron ore exploration and development company, advancing its 51% owned Shymanivske project located in Kryviy Rih, Ukraine. This project contains an NI 43-101 compliant resource, with 645.8 Mt Measured and Indicated mineral resources, consisting of 355.1 Mt Measured mineral resources grading 32.0% Total iron and 19.5% Magnetic iron, and Indicated mineral resources of 290.7 Mt grading 31.1% Total iron and 17.9% Magnetic iron, using a cut-off grade of 10% Magnetic iron. Additionally, the project contains 188.3 Mt of Inferred mineral resources grading 30.1% Total iron and 18.4% Magnetic iron. Full mineral Resource details can be found in the National Instrument 43-101 compliant technical report dated December 17, 2012 titled "Feasibility Study of the Shymanivske Iron Ore Deposit for Black Iron Inc." under the Company's profile on SEDAR at www.sedar.com. The project is surrounded by five other operating mines, including ArcelorMittal's iron ore complex. The Company believes that existing infrastructure, including access to power, rail and port facilities, will allow for a quick development timeline to production. Further, the Company holds an exploration permit for the adjacent Zelenivske project, which it intends to further explore to determine its potential. Please visit the Company's website at www.blackiron.com, or write us at [e-mail] for more information.

The technical and scientific contents of this press release have been prepared under the supervision of and have been reviewed and approved by Matt Simpson, P.Eng, President and CEO of Black Iron Inc., who is a Qualified Person as defined by NI 43-101. For further information, please see the technical report of the Company, which is available on SEDAR at www.sedar.com. "

[Boersiback]

Antwort auf Beitrag Nr.: 47.077.168 von Popeye82 am 30.05.14 19:54:35

Helmut Schmidt ist einfach einzigartig.
Die offene unvoreingenommene Sichtweise hat er sich erhalten.
Das war von anfang auch meine sicht. der weseten provoziert russland bis zum geht-nicht-mehr.
ich hab schon ernsthaft etwas mitleid mit putin...
bin eigentlich nicht pro-russisch auch wenns im FR-thread mal so klang.
ich hab trotzdem aber eher mehr angst vor den amis als vor den russen ehrlich gesagt.