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Western Areas eine Nickelaktie mit Potenzial (Seite 2)


ISIN: AU000000WSA9 | WKN: 552583
2,170
$
30.10.19
Nasdaq OTC
+5,85 %
+0,120 USD

Begriffe und/oder Benutzer

 

Russland-Sanktionen --> Achtung Nickel


aus:
Russia Sanctions Throw Global Aluminum Industry Into Chaos
https://www.bloomberg.com/news/articles/2018-04-17/russia-sa…

--> kleine Aufstockung...
Antwort auf Beitrag Nr.: 56.256.740 von faultcode am 23.11.17 13:40:12
MREP (MILL RECOVERY ENHANCEMENT PROJECT) -- BioHeap process
nun, der Zeitplan wurde - natürlich - nicht ganz eingehalten:

--> statt 2018Q1 wurden es 2018-04, wobei noch nichts versandt werden kann :rolleyes:

2018-05:



=> also erst ab August 2018 ;)

"Commissioning completed" ist eben ein dehnbarer Begriff - auch in Australien, oder (z.Z.) gerade dort ;)
Antwort auf Beitrag Nr.: 58.279.175 von faultcode am 23.07.18 16:02:33
aus der neuen Präsentation
Zitat von faultcode: => also erst ab August 2018 ;)

"Commissioning completed" ist eben ein dehnbarer Begriff - auch in Australien, oder (z.Z.) gerade dort ;)

=> so ist es:

=> nun heißt es lapidar: "Due for completion Sep Q"

________


ansonsten:
• laterite ore = lateritic ore = oxide ore
• HPAL = High Pressure Acid Leach


=>









FY2018
immer hier gucken bei WSA ;) --> https://www.asx.com.au/asx/share-price-research/company/WSA

=> Bilanz FY2018:
• TOTAL ASSETS -- AUD572m

• TOTAL LIABILITIES -- AUD83m
• SHAREHOLDERS EQUITY -- AUD489m
-----
AUD572m

=> EK-Quote = ~AUD489m / AUD572m = ~85% :laugh:

=> davon können andere Rohstoffunternehmen nur von träumen

..auch wenn der Kurs z.Z. lau ist - auch aus Gründen wie im vorherigen Posting

--> diese strenge Einwanderungspolitik in Australien ist - seit geraumer Zeit - eine klare Bremse für viele Projekte.

Das ist so.
Antwort auf Beitrag Nr.: 58.509.120 von faultcode am 22.08.18 16:35:20Schade das hier so wenig los ist im Forum obwohl die Firma wirklich interessant ist
Antwort auf Beitrag Nr.: 58.509.357 von freddy1989 am 22.08.18 16:57:4311 mio. A$ Profit p.a. bei recht brauchbaren Nickelpreisen ist reichlich dürftig. Daher auch u.a. der Kursrückgang.
Antwort auf Beitrag Nr.: 58.509.120 von faultcode am 22.08.18 16:35:20
ODYSSEUS PROJECT UPDATE – EARLY WORKS COMPLETED ON PLAN AND BUDGET
5.7.

Western Areas Ltd (“Western Areas” or the “Company”) is pleased to announce that the early capital works at the Odysseus Project (ASX release 22 October 2018) have been completed as planned and to budget, with several key recent milestones achieved:

• Decline rehabilitation completed down to the 10,000m RL pump station (500m Below Surface), with pump station mechanical and electrical designs complete.

• Dismantling of purchased shaft headgear and winder commenced and expedited in South Africa. Delivery to Perth expected in third quarter of FY2020, to support hoisting shaft operations.

• All required tenders and contracts for ongoing works awarded or substantially complete.

• Successful recruitment of experienced Project Manager and Construction Manager with extensive shaft construction experience.

...
Western Areas | 1,285 €
OFFTAKE AGREEMENT FOR HIGH GRADE NICKEL SULPHIDE PRODUCT
19 July 2019

Western Areas Ltd (“Western Areas” or the “Company”) is pleased to announce an offtake sale and purchase agreement (“Contract”) has been executed with Sumitomo Metal Mining Co., Ltd. (SMM), a major Japanese mining and refining conglomerate, for delivery of premium high-grade nickel sulphide precipitate (NSP) being produced at the Company’s Mill Recovery Enhancement Project (MREP) located at the Forrestania Nickel Operation.

The NSP product is a new high-grade product stream (grading 45% - 50% nickel), separate from the Company’s conventional nickel sulphide product (which grades ~14% nickel) supplied under existing offtake contracts with Tsingshan and BHP Billiton Nickel West. The Company has been supplying SMM with the product on a spot sale basis for many months.

The Contract generally contains market standard term and conditions, with key terms of the agreement including:
▪ Approximate 12 month term, expiring 30 June 2020;
▪ No set volume to be supplied, however while not an exclusive supply agreement it is expected that all product produced will be sold into the agreement;
▪ Delivery on a CIF basis, into the port of Osaka; and
▪ Increased payable rates compared to the Company’s conventional run of mine floatation concentrate, given the high grade NSP nickel product being suitable for direct feed into the refining process.

Western Areas Managing Director, Dan Lougher, said the Company is pleased to announce a longer-term agreement for offtake from the MREP, following completion of multiple spot sales to various parties.

“The execution of the agreement with SMM validates the market demand for this premium NSP product, while providing the contractual framework to streamline deliveries and remove the need for monthly negotiations on terms prior to each shipment.

“Formalising a relationship with a high quality international resource company with downstream processing capabilities and direct links into the electric vehicle battery market is a significant step forward in our strategy to supply diversified nickel products into the rapidly evolving nickel market,” Mr Lougher said.
Western Areas | 1,531 €


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