Marvel Gold ehemals Graphex Mining - After Tax NPV 480 Mio AUD bei 16 Mio Börsenwert - world leadin (Seite 197)
eröffnet am 20.09.18 11:00:04 von
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ID: 1.288.876
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ISIN: AU0000102154 · WKN: A2QB8V · Symbol: GR2
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Antwort auf Beitrag Nr.: 61.573.773 von IllePille am 26.09.19 13:17:19- Im Bericht ist zu lesen "The Company is confident that ... the graphite sales agreements required to unlock the Funding Package will be secured." Also doch "required"? Lt. jüngster Mail @ Reiners meinte Phil, er glaube nicht, dass OTA´s erforderlich seien.
Ich habe das so verstanden, das Castlelake noch gefragt wird, wie viele Off takes sie sehen wollen. Und wenn, dann sollte es kein Problem sein, welche zu liefern.
Ich habe das so verstanden, das Castlelake noch gefragt wird, wie viele Off takes sie sehen wollen. Und wenn, dann sollte es kein Problem sein, welche zu liefern.
Zu den Tansania Issues
Resolution of issues with the Tanzanian Government
In August 2018, following a request from the Minister of Minerals, the Company provided a submission to the Tanzanian Government with respect to the development of the Chilalo Graphite Project (Submission). The Submission identified 10 key issues associated with Tanzanian Mining Legislation and Regulations that have had a significant adverse impact on the ability of resources companies operating in Tanzania to obtain the finance required for project development.
In January 2019, the Government of Tanzania announced the appointment of the Honourable Doto Biteko as the new Minister of Minerals. The Government has demonstrated a willingness to engage on key issues, with positive outcomes being achieved in a number of areas:
• Release of “The Mining (Mineral Value Addition) Guidelines, 2019” (Guidelines) which provide guidelines on the required incountry value addition in relation to mineral processing. With respect to graphite, the Guidelines state that graphite
concentrate with a grade above 65% total graphitic carbon is permitted to be exported after laboratory tests and payment of
the applicable royalty. That product from the Company’s Chilalo Project will be well in excess of 65%, the Guidelines provide
assurance that graphite produced at Chilalo can be exported;
• The Company has received confirmation from the Ministry of Minerals and the Mining Commission that the Government’s
free carried interest in the Chilalo Project is 16%;
• In February, the Government published “The Mining (Local Content) (Amendments) Regulations, 2019”, which amended
certain key definitions relating to indigenous Tanzanian companies, Tanzanian financial institutions and foreign financial
institutions, each of which has the effect of simplifying compliance with the pre-existing local content requirements; and
• In-principle approval of the Mining Commission of a structure of bank account arrangements that is expected to meet the
requirements of the Company’s financier and the Tanzanian Government.
The Company considers these initiatives to be positive developments and is confident that legal and regulatory issues can be resolved to the satisfaction of all stakeholders.
Resolution of issues with the Tanzanian Government
In August 2018, following a request from the Minister of Minerals, the Company provided a submission to the Tanzanian Government with respect to the development of the Chilalo Graphite Project (Submission). The Submission identified 10 key issues associated with Tanzanian Mining Legislation and Regulations that have had a significant adverse impact on the ability of resources companies operating in Tanzania to obtain the finance required for project development.
In January 2019, the Government of Tanzania announced the appointment of the Honourable Doto Biteko as the new Minister of Minerals. The Government has demonstrated a willingness to engage on key issues, with positive outcomes being achieved in a number of areas:
• Release of “The Mining (Mineral Value Addition) Guidelines, 2019” (Guidelines) which provide guidelines on the required incountry value addition in relation to mineral processing. With respect to graphite, the Guidelines state that graphite
concentrate with a grade above 65% total graphitic carbon is permitted to be exported after laboratory tests and payment of
the applicable royalty. That product from the Company’s Chilalo Project will be well in excess of 65%, the Guidelines provide
assurance that graphite produced at Chilalo can be exported;
• The Company has received confirmation from the Ministry of Minerals and the Mining Commission that the Government’s
free carried interest in the Chilalo Project is 16%;
• In February, the Government published “The Mining (Local Content) (Amendments) Regulations, 2019”, which amended
certain key definitions relating to indigenous Tanzanian companies, Tanzanian financial institutions and foreign financial
institutions, each of which has the effect of simplifying compliance with the pre-existing local content requirements; and
• In-principle approval of the Mining Commission of a structure of bank account arrangements that is expected to meet the
requirements of the Company’s financier and the Tanzanian Government.
The Company considers these initiatives to be positive developments and is confident that legal and regulatory issues can be resolved to the satisfaction of all stakeholders.
Antwort auf Beitrag Nr.: 61.573.275 von Reiners am 26.09.19 12:23:14- Leider keine Informationen zu den (angeblich) erledigten issues (lt. jüngster Mail @ Reiners "WE’RE ONLY WAITING FOR MINOR THINGS")
- Im Bericht ist zu lesen "The Company is confident that ... the graphite sales agreements required to unlock the Funding Package will be secured." Also doch "required"? Lt. jüngster Mail @ Reiners meinte Phil, er glaube nicht, dass OTA´s erforderlich seien.
- Im Bericht ist zu lesen "The Company is confident that ... the graphite sales agreements required to unlock the Funding Package will be secured." Also doch "required"? Lt. jüngster Mail @ Reiners meinte Phil, er glaube nicht, dass OTA´s erforderlich seien.
On behalf of the Directors, I am pleased to introduce the 2019 Annual Report for Graphex Mining Limited. The past 12 months has seen your Company make real progress as we move closer to realising our goal of being a supplier of choice for premium quality, high value, coarse flake graphite.
-
This goal has been underpinned by the ongoing strategic acknowledgement that success in the graphite industry will be achieved through a detailed understanding of the graphite market and continued engagement with multiple market participants. This is not a static exercise and an enormous amount of effort has been, and will continue to be, committed to developing the Company’s graphite market IP.
-
Towards the end of 2018, we reached agreement with funds managed by US based international private investment firm Castlelake (Financier) on project finance arrangements that involved an interim financing of US$5 million and, subject to satisfaction of agreed conditions, up to US$80 million for construction and commissioning of the Chilalo Project. At the time of entering into the finance agreements, we considered this to be significant as it was the first finance agreement to be achieved by a graphite company. Almost 12 months on, that remains the case.
-
This past financial year, our work has been focused on three main areas, each of which is central to unlocking the finance for the development of Chilalo – completion of a bankable feasibility study (BFS), resolution of key issues associated with Tanzanian mining legislation and establishing arrangements for the sale of product from Chilalo. It is appropriate that I touch on each of these work streams.
-
An updated pre-feasibility study was completed in September 2018 which reiterated the opportunity at Chilalo and the DFS is expanding on that work. Notably, resource drilling has delivered a 73% increase in contained graphite at Chilalo’s high-grade Indicated Mineral Resource. The Mineral Resource increase will underpin the upcoming DFS and is expected to result in an increase in Ore Reserves, extending the project mine life. We look forward to announcing the DFS in November.
-
Since the legislative changes were introduced in Tanzania in the third quarter of 2017, our team has worked tirelessly to obtain positive assurances from the Tanzanian Government that are expected to facilitate our ability to access project finance. Specifically, we have received official correspondence confirming that the Government’s free carried interest is 16% for all mining licences, the Government has published the Mining (Mineral Value Addition) Guidelines clearing the export of Chilalo graphite and amendments to the local content requirements provide a simpler and more practical regime. Together with greater clarity on the ownership of mineral data and the operation of the integrity pledge, this represents real progress as we move closer to a final resolution.
The improving regulatory environment in Tanzania has been recently reinforced by:
• Barrick Gold’s decision to consolidate its ownership in Acacia Mining (completed 17 September 2019);
• Nedbank obtaining credit approval to underwrite a five year, US$26 million project finance facility for the development of ASX listed Strandline Resources Limited’s Fungoni mineral sands project; an
• OreCorp Limited completing its acquisition of the remaining share of its JV with Acacia Mining.
-
We recognise that at times the pace of the progress being made in Tanzania is frustrating to our shareholders. We share that frustration, but from the outset, we have sought to engage with the Government in a respectful manner, focused on achieving mutually beneficial outcomes. Rest assured, we are making progress in Tanzania and I remain confident that these issues will be satisfactorily resolved.
-
The extensive work committed to the Chinese graphite market since 2015 has resulted in a narrowing focus on high priority customers who can maximise Graphex’s revenue and margins. Further, during 2019, we have significantly expanded our customer engagement to include a balanced focus including European and North American customers.
The Company is confident that the physical and chemical specifications of Chilalo graphite are suitable to customers in high-value applications and that the graphite sales agreements required to unlock the Funding Package will be secured.
-
During the year we welcomed Daniel Saint Don to the Board. Daniel is the appointed representative of the Financier. Daniel has a great deal of experience in the development of resources projects and since his appointment has provided valuable support in ensuring the DFS aligns with our financier’s expectations.
-
This goal has been underpinned by the ongoing strategic acknowledgement that success in the graphite industry will be achieved through a detailed understanding of the graphite market and continued engagement with multiple market participants. This is not a static exercise and an enormous amount of effort has been, and will continue to be, committed to developing the Company’s graphite market IP.
-
Towards the end of 2018, we reached agreement with funds managed by US based international private investment firm Castlelake (Financier) on project finance arrangements that involved an interim financing of US$5 million and, subject to satisfaction of agreed conditions, up to US$80 million for construction and commissioning of the Chilalo Project. At the time of entering into the finance agreements, we considered this to be significant as it was the first finance agreement to be achieved by a graphite company. Almost 12 months on, that remains the case.
-
This past financial year, our work has been focused on three main areas, each of which is central to unlocking the finance for the development of Chilalo – completion of a bankable feasibility study (BFS), resolution of key issues associated with Tanzanian mining legislation and establishing arrangements for the sale of product from Chilalo. It is appropriate that I touch on each of these work streams.
-
An updated pre-feasibility study was completed in September 2018 which reiterated the opportunity at Chilalo and the DFS is expanding on that work. Notably, resource drilling has delivered a 73% increase in contained graphite at Chilalo’s high-grade Indicated Mineral Resource. The Mineral Resource increase will underpin the upcoming DFS and is expected to result in an increase in Ore Reserves, extending the project mine life. We look forward to announcing the DFS in November.
-
Since the legislative changes were introduced in Tanzania in the third quarter of 2017, our team has worked tirelessly to obtain positive assurances from the Tanzanian Government that are expected to facilitate our ability to access project finance. Specifically, we have received official correspondence confirming that the Government’s free carried interest is 16% for all mining licences, the Government has published the Mining (Mineral Value Addition) Guidelines clearing the export of Chilalo graphite and amendments to the local content requirements provide a simpler and more practical regime. Together with greater clarity on the ownership of mineral data and the operation of the integrity pledge, this represents real progress as we move closer to a final resolution.
The improving regulatory environment in Tanzania has been recently reinforced by:
• Barrick Gold’s decision to consolidate its ownership in Acacia Mining (completed 17 September 2019);
• Nedbank obtaining credit approval to underwrite a five year, US$26 million project finance facility for the development of ASX listed Strandline Resources Limited’s Fungoni mineral sands project; an
• OreCorp Limited completing its acquisition of the remaining share of its JV with Acacia Mining.
-
We recognise that at times the pace of the progress being made in Tanzania is frustrating to our shareholders. We share that frustration, but from the outset, we have sought to engage with the Government in a respectful manner, focused on achieving mutually beneficial outcomes. Rest assured, we are making progress in Tanzania and I remain confident that these issues will be satisfactorily resolved.
-
The extensive work committed to the Chinese graphite market since 2015 has resulted in a narrowing focus on high priority customers who can maximise Graphex’s revenue and margins. Further, during 2019, we have significantly expanded our customer engagement to include a balanced focus including European and North American customers.
The Company is confident that the physical and chemical specifications of Chilalo graphite are suitable to customers in high-value applications and that the graphite sales agreements required to unlock the Funding Package will be secured.
-
During the year we welcomed Daniel Saint Don to the Board. Daniel is the appointed representative of the Financier. Daniel has a great deal of experience in the development of resources projects and since his appointment has provided valuable support in ensuring the DFS aligns with our financier’s expectations.
Jahresabschluss 2019 ist da
Annual Report to shareholders
https://stocknessmonster.com/announcements/gpx.asx-6A946804/
Annual Report to shareholders
https://stocknessmonster.com/announcements/gpx.asx-6A946804/
Trading Spotlight
Antwort auf Beitrag Nr.: 61.564.032 von Reiners am 25.09.19 11:28:09ja natürlich *g* habe irgendwie nen Brett vorm Kopf gehabt.
So wird natürlich ein Schuh draus...
und was das Kaufen angeht:
Ich glaube, dass die Meisten schon ihr Limit haben. Wenn ich nochmal nachkaufe, dann nur, wenn mein BID bedient wird.
So wird natürlich ein Schuh draus...
und was das Kaufen angeht:
Ich glaube, dass die Meisten schon ihr Limit haben. Wenn ich nochmal nachkaufe, dann nur, wenn mein BID bedient wird.
Antwort auf Beitrag Nr.: 61.564.740 von Reiners am 25.09.19 12:30:58Erstmal Danke für die BM!!!👏👍✌️
Aber leider habe ich auch keine Kohle mehr. Viele haben in den letzten Wochen schon nochmal nachgelegt. So ich auch.
Mit der BM hast du ja hauptsächlich Leute erreicht die von Graphex überzeugt sind. Da werden viele schon voll drin sein.
Und die neuen Investoren werden abwarten bis die ersten News da sind.
Die erreichst du ja auch nicht mit der BM.
Also schließt sich der Kreis, Graphex braucht Marketing!!!
Grüße
Aber leider habe ich auch keine Kohle mehr. Viele haben in den letzten Wochen schon nochmal nachgelegt. So ich auch.
Mit der BM hast du ja hauptsächlich Leute erreicht die von Graphex überzeugt sind. Da werden viele schon voll drin sein.
Und die neuen Investoren werden abwarten bis die ersten News da sind.
Die erreichst du ja auch nicht mit der BM.
Also schließt sich der Kreis, Graphex braucht Marketing!!!
Grüße
Antwort auf Beitrag Nr.: 61.564.200 von Reiners am 25.09.19 11:39:55Vielleicht jemand mit Marketing Erfahrungen😉
Man kann es auch einfach anders ausdrücken. Ihr habt einfach keine Visionen 😂
Alles unbefriedigend. Ihr sollt jetzt endlich mal das Konto eurer Oma plündern. 😜
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