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    MACA Ltd. - mal anders am australischen Gold verdienen (Seite 3)

    eröffnet am 08.06.17 19:38:32 von
    neuester Beitrag 23.08.22 08:11:22 von
    Beiträge: 45
    ID: 1.254.727
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    ISIN: AU000000MLD9 · WKN: A1C58N
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     Ja Nein
      Avatar
      schrieb am 26.08.19 12:54:39
      Beitrag Nr. 25 ()
      OT - jetzt gehen schon australischen Mining services companies direkt ins Minengeschäft :eek:;
      also nicht nur indirekt und unfreiwillig, so wie MACA bei Blackham Resources :D

      -->

      https://www.adamanresources.com.au/about-us/
      =>
      Adaman Resources was established in 2017 by the CEOs/Managing Directors of the three independent mining services companies, Nathan Mitchell of Mitchell Group, Danny Sweeney of SMS and Mark Rowsthorn of Rivet.

      --> MACA Interquip hat hier einen Auftrag -- man kennt sich schließlich :D

      MACA Interquip (EPC-Leistungen -- Engineering / Procurement / Construction services):
      • Adaman Resources Kirkalocka Gold Project --> • 8 months from Feb19, $28m revenue
      Maca | 0,554 €
      Avatar
      schrieb am 20.06.19 12:16:09
      Beitrag Nr. 24 ()
      MACA hat Blackham Resources wieder Geld für Aktien gegeben
      .


      => mit nun 651,408,220 Aktien ist MACA wahrscheinlich einer der Top-Aktionäre (mit 19.3% der Stimmrechte nach oben)

      --> hinzukommen noch ~129m Optionen

      --> siehe Meldung vom 20.6.2019:


      Working Capital Update

      MACA Limited (ASX: MLD) (“MACA”; “The Company”) advises that it has extended a working capital facility of up to $12M to Blackham Resources Limited (ASX: ‘BLK’) (“Blackham”).

      The extended Working Capital Facility will be in the form of extended payment terms and is payable by February 2020. The facility will be captured under the Company’s existing security arrangements which cover MACA’s total exposure to Blackham. In consideration for providing the working capital facility MACA will be issued with 265 million fully paid ordinary shares in Blackham at $0.00906 per share being equal to the 5 day VWAP as at the close of trade on 14 June 2019, taking MACA’s interest in Blackham to 19.3%.

      As a result of the separate existing loan facility continuing to reduce by $1M per month, MACA’s aggregate exposure is not expected to increase materially. The cashflow impact for MACA for FY19 is expected to be negligible and based on the agreed terms MACA expects a positive cash inflow of circa $20M during FY20.

      Operations Director, Geoff Baker, said ‘we believe our continued support of Blackham and the alignment through MACA’s shareholding will result in a positive outcome for both parties as Blackham transitions into what is forecast to be a stronger operating period’.

      Separately, MACA is pleased to confirm that its exposure to Beadell Resources (now a wholly owned subsidiary of Great Panther Mining Ltd TSX:GPR and NYSE:GPL) is reducing in line with the previously announced repayment schedule and this is forecast to have a positive cash impact for MACA over the next 12 months...
      Avatar
      schrieb am 03.05.19 18:49:01
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 59.254.099 von faultcode am 20.11.18 02:46:55kleiner Boden:

      Avatar
      schrieb am 22.03.19 13:36:57
      Beitrag Nr. 22 ()
      Antwort auf Beitrag Nr.: 60.105.283 von faultcode am 14.03.19 22:44:57=> ..und MACA nimmt auch an der KE teil (um zu retten, was noch zu retten ist) :eek:

      21st March 2019

      MACA participation in Blackham Capital Raising

      MACA Limited (ASX: MLD) (“MACA”) advises that it has supported the fully underwritten $25.8 million Entitlements Issue of Blackham Resources Limited (ASX: ‘BLK’) (“Blackham”).

      MACA has agreed to sub-underwrite up to $7.5 million of the Entitlements Issue with MACA’s participation to be applied to a reduction of the trade receivable balance owing to MACA.
      Avatar
      schrieb am 14.03.19 22:44:57
      Beitrag Nr. 21 ()
      ich halte das mal hier fest - man weiß ja nie ;)

      14.3.
      Zitat von Sailor68: Laut Gerüchten auf hc ist eine CR von CAD 30 Millionen zu 1,5 cent geplant. Die 30 Millionen sollen für die Auszahlung von Lint und Maca und für Stage1/2 verwendet werden...

      CAD --> AUD (vom User korrigiert)
      1 Antwort

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      Avatar
      schrieb am 25.02.19 13:15:27
      Beitrag Nr. 20 ()
      Antwort auf Beitrag Nr.: 59.254.114 von faultcode am 20.11.18 02:56:56
      Zahlen 2018H2 -- HALF YEAR 2019 RESULTS
      $324m -- REVENUE (up 14% on pcp)
      • $27.6m -- EBITDA
      • $8.1m -- NPAT (net profit after tax)

      FY19 revenue guidance increased to $640m :eek:
      • Net debt of $6.5m
      • Cash at bank of $71.6m
      Order book of $2.2b as at Feb19 :eek::eek:






      --> allerdings ist (z.B.) die EBITDA-Marge bei den zuletzt stark gestiegenen Umsätzen deutlich unter Druck geraten:
      2016H2: 21.5%
      2017H2: 13.3%
      2018H2: 8.5%

      => die Aktie ist also auch eine Wette darauf, daß sich hier der Trend mal umkehrt

      => MLD schreibt dazu im Ausblick:

      Guidance for FY19 (full year):
      • Revenue: $640m.
      • The second half financial performance is expected to be stronger than that achieved in the first half as a result of improved margins.


      __
      sonst:
      Great Panther acquisition of Beadell --> Accelerated repayment schedule :)
      Avatar
      schrieb am 20.11.18 02:56:56
      Beitrag Nr. 19 ()
      Antwort auf Beitrag Nr.: 59.254.099 von faultcode am 20.11.18 02:46:55
      Beadell Resources Update
      ..und MACA kriegt schon wieder Aktien eines Goldminers --> wird allmählich eine Royalty- oder Hedge Fund-Geschichte ;)



      20th November 2018

      Beadell Resources Update

      MACA Limited (ASX: MLD) (“MACA”; the “Company”) has reached an agreement (the “Agreement”) with Great Panther Silver Limited (“Great Panther” TSX:GPR NYSE:GPL) in respect of MACA’s outstanding receivable due from Beadell Resources Limited (“Beadell” ASX:BDR).

      Great Panther announced a scheme of arrangement (the “Scheme”) to acquire all the issued shares of Beadell on 24th September 2018. Under MACA’s agreement with Beadell as announced by MACA on 22nd June 2018 the amount outstanding becomes due and payable on a change of control of Beadell absent MACA’s consent. MACA has agreed to waive the change of control clause under the Agreement, with the following amendments on implementation of the Scheme (the “Completion Date”):
      ● Advancement of a March 31, 2019 principal payment of A$3 million to 30 days following the Completion Date;
      ● Advancement of the start of monthly principal payments of A$1.5 million to April 30, 2019 from July 31, 2019;
      ● Great Panther will guarantee the A$3 million payment and the subsequent two A$1.5 million payments;

      ● MACA will have a right to convert an aggregate of A$15 million of the remaining loan outstanding to shares in Great Panther, subject to:
      o a maximum of A$5 million each calendar quarter following the Completion Date;
      o any amount of the receivable which is converted to Great Panther shares will reduce the outstanding balance of the receivable, with 50% to be applied to reduce the remaining monthly payments on a pro-rata basis;

      ● Amendment of the provision to provide 30% of the net proceeds from any debt or equity financing as a repayment to MACA such that the percentage is reduced to 10%;
      ● MACA to receive 10% of the funds of any Great Panther debt or equity issuances, to be applied against the outstanding balance of the receivable; and
      ● In the case of the exercise of existing warrants, MACA to receive 20% of the funds, to be applied against the outstanding balance of the receivable.

      MACA’s consent to the proposed change of control has been granted in consideration that the merger of Great Panther and Beadell will create a financially stronger and operationally diverse precious metals producer thus reducing MACA’s counterparty risk. In addition, MACA will benefit from accelerated terms of repayment. Under the terms agreed, and assuming completion of the Scheme, the current total amount owing is expected to reduce from A$54.7M to A$23.2M within 12 months of the Completion Date.

      Reduction to this level includes, and is subject to, successful conversion of A$15 million of the outstanding amount into equity in Great Panther.

      Great Panther is a dual (TSX and NYSE American) listed precious metals company with cash on hand of USD$58 million and no debt as at 30 September 2018. On announcement of, and taking into effect the Agreement, the implied pro-forma market capitalisation of Great Panther and Beadell was in excess of A$350 million.
      1 Antwort
      Avatar
      schrieb am 20.11.18 02:46:55
      Beitrag Nr. 18 ()
      Antwort auf Beitrag Nr.: 59.222.752 von faultcode am 15.11.18 14:14:55Dip hält bislang:

      3 Antworten
      Avatar
      schrieb am 15.11.18 14:14:55
      Beitrag Nr. 17 ()
      Antwort auf Beitrag Nr.: 58.825.814 von faultcode am 28.09.18 16:10:39aus dem AR-Brief gestern:

      ...We have experienced margin pressure in our core mining division. The tightening labour market has impacted the availability and deployment of equipment which in turn has adversely affected site performance across our projects. We have invested in newer and larger equipment and additional inventories however, due to equipment lead times the benefit of these investments is not expected to be realised until the second half. In addition there have been costs incurred in preparation for extensions and new projects for which we will not realise revenue until the second half...

      --> MLD: https://www.asx.com.au/asx/share-price-research/company/MLD

      --> letzter Kurs an der ASX: AUD0.870 (= ~-26%)


      --> wenn man allerdings annimmt, daß sich entsprechende Umsätze und damit Gewinne (bei diesem eher Low Risk-Wert) nach 2018/19H2 (30.6.!) verlagern, dann kann man immer noch von einem Forward PE < 10 ausgehen (mMn)


      --> interessant, und nicht nur für MACA, sondern auch ihren Kunden, wie austr. Gold minern, finde ich besonders diese Aussage:

      The tightening labour market


      => das Phänomen, (auch stark) bedingt durch die restriktive Einwanderungspolitik der letzten Jahre, betrifft eben auch andere Rohstoffprojekte in Australien, und damit am Ende die Aktionäre solch stark Australien-fokusierter Unternehmen

      --> also Obacht!
      4 Antworten
      Avatar
      schrieb am 28.09.18 16:10:39
      Beitrag Nr. 16 ()
      Antwort auf Beitrag Nr.: 58.541.495 von faultcode am 27.08.18 12:30:07
      aus dem AR2018


      => da hat sich ein kleiner Fehler eingeschlichen (auch Geschäftsberichte von börsennotierten Unternehmen haben ab und zu Fehler!)

      => richtig lautet es ein paar Seiten später:




      => mit anderen Worten:
      • die Contracted Work in Hand hat deutlich zugenommen von 2017 zu 2018!
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      MACA Ltd. - mal anders am australischen Gold verdienen