Marvel Gold ehemals Graphex Mining - After Tax NPV 480 Mio AUD bei 16 Mio Börsenwert - world leadin (Seite 225)
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ISIN: AU0000102154 · WKN: A2QB8V
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Antwort auf Beitrag Nr.: 61.159.733 von Aristokrates1978 am 02.08.19 11:52:52Was kommt dann noch News technisch nach dem Funding?
Man, dann wird die Mine gebaut und mit hoffentlich entsprechenden Cash Flow in den Folgejahren.
Dann wird man Produzent und nicht nicht mehr einer von den zahlreichen Hopes , die nie eine Finanzierung bekommen werden.
Eben "to become Tanzania's first graphite mine"
Was erwartest Du denn noch ?
Soll Graphex dann noch mal schnell alle Probleme der Welt lösen oder was ?
Man, dann wird die Mine gebaut und mit hoffentlich entsprechenden Cash Flow in den Folgejahren.
Dann wird man Produzent und nicht nicht mehr einer von den zahlreichen Hopes , die nie eine Finanzierung bekommen werden.
Eben "to become Tanzania's first graphite mine"
Was erwartest Du denn noch ?
Soll Graphex dann noch mal schnell alle Probleme der Welt lösen oder was ?
Antwort auf Beitrag Nr.: 61.159.118 von Reiners am 02.08.19 10:34:52Guter Post.
Trotzdem sind wir diese Woche erstmal wieder im Niemandsland und im Down Trend gelandet.😏
Hoffe das das Update nächste Woche kommt und am Kurs was bewirken kann.
Sollten die News in den nächsten 5 Monaten nichts bewirken🧐
Was kommt dann noch News technisch nach dem Funding?
Also hier muss schon was kommen die nächsten Wochen so das ein Up Trend beginnt.
Grüße
Trotzdem sind wir diese Woche erstmal wieder im Niemandsland und im Down Trend gelandet.😏
Hoffe das das Update nächste Woche kommt und am Kurs was bewirken kann.
Sollten die News in den nächsten 5 Monaten nichts bewirken🧐
Was kommt dann noch News technisch nach dem Funding?
Also hier muss schon was kommen die nächsten Wochen so das ein Up Trend beginnt.
Grüße
Sollte man bedenken
.....................
HC User:
This is a really important conversation to have. A lot of investors have assumed that the share price will be capped at 28c until the funding arrangement goes through. The expectation that "I can aways buy later for 28c or less" has been a dampener on the share price for some time.
We don't know the particulars of what existing holders will be offered, but this discussion highlights that it may not be as easy to acquire significant numbers of shares at a discounted price as some might have assumed.
We are fast approaching some significant milestones/announcements, and if the market gets past the psychological hurdle of "this stock cannot go past 28c" (which this thread suggests may be erroneous), we will see some much-anticipated share price appreciation.
The fundamentals of this stock are excellent. Yes, Castlelake are in a desirable position, but let's not forget that we are very close to a resource upgrade, regulatory certainty, finalising offtakes, BFS/DFS and a decision to mine. All of this could happen very quickly, and when it does, the rest of us will be handsomely rewarded as GPX readies to become Tanzania's first graphite mine.
.....................
HC User:
This is a really important conversation to have. A lot of investors have assumed that the share price will be capped at 28c until the funding arrangement goes through. The expectation that "I can aways buy later for 28c or less" has been a dampener on the share price for some time.
We don't know the particulars of what existing holders will be offered, but this discussion highlights that it may not be as easy to acquire significant numbers of shares at a discounted price as some might have assumed.
We are fast approaching some significant milestones/announcements, and if the market gets past the psychological hurdle of "this stock cannot go past 28c" (which this thread suggests may be erroneous), we will see some much-anticipated share price appreciation.
The fundamentals of this stock are excellent. Yes, Castlelake are in a desirable position, but let's not forget that we are very close to a resource upgrade, regulatory certainty, finalising offtakes, BFS/DFS and a decision to mine. All of this could happen very quickly, and when it does, the rest of us will be handsomely rewarded as GPX readies to become Tanzania's first graphite mine.
Antwort auf Beitrag Nr.: 61.144.193 von Reiners am 31.07.19 15:35:35Nee, das ist nicht korrekt.
das war es in der Tat nicht.
das war es in der Tat nicht.
Antwort auf Beitrag Nr.: 61.143.980 von IllePille am 31.07.19 15:18:28Gehen beide Maßnahmen durch, flössen TON $19,5 Mio zu
Nee, das ist nicht korrekt.
8,5 mio AUD würden TON zufließen. 11 Mio ist zur Shareholderwechsel und hat nix mit TON zu tun.
Übrigens sind 8,5 Mio nur ein Tropfen auf dem heißen Stein, man braucht nur für die Capex, ohne Working Capital Bedarf, schon über 140 mio AUD.
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Major Chinese SOE, Jinan Hi-Tech, has agreed to acquire Shandong Tianye Mining’s 19.3%
shareholding in Triton for total consideration of A$11.0 million at 6.2 cents per Share, subject to
Chinese regulatory approval.
Jinan Hi-Tech has also agreed to subscribe for A$8.5 million in Triton at 4.1 cents per share,
subject to Triton shareholder approval.
Nee, das ist nicht korrekt.
8,5 mio AUD würden TON zufließen. 11 Mio ist zur Shareholderwechsel und hat nix mit TON zu tun.
Übrigens sind 8,5 Mio nur ein Tropfen auf dem heißen Stein, man braucht nur für die Capex, ohne Working Capital Bedarf, schon über 140 mio AUD.
--------------
Major Chinese SOE, Jinan Hi-Tech, has agreed to acquire Shandong Tianye Mining’s 19.3%
shareholding in Triton for total consideration of A$11.0 million at 6.2 cents per Share, subject to
Chinese regulatory approval.
Jinan Hi-Tech has also agreed to subscribe for A$8.5 million in Triton at 4.1 cents per share,
subject to Triton shareholder approval.
Trading Spotlight
Aus TON werde ich nicht schlau.
-----------------------
Im Nov 2018 wollte man mit der CNBM Tochter anbandeln. Ist wohl nix geworden. Ist die DD an die Wand gefahren oder warum hat man hier nicht weiter gemacht ?
7 November 2018
MoU WITH CHINA’S LARGEST BUILDING MATERIALS GROUP FOR FUNDING AND TECHNICAL SERVICES
MoU signed with Suzhou, a subsidiary of China National Building Materials Group, China’s largest construction group
Covers participation in financing the construction of the Ancuabe Graphite Project and the provision of material testing and technical consulting services
Triton Minerals Limited (ASX: TON, Triton or the Company) is pleased to advise that it has signed a NonBinding Memorandum of Understanding (MoU) with Suzhou Sinoma Design and Research Institute of Nonmetallic Minerals Industry Co. Ltd. (Suzhou), a subsidiary of China National Building Material Group, China’s largest construction group. Suzhou is one of China's leading graphite testing laboratories and provides graphite technical consulting services to China's leading graphite producers.
Under the MoU, Suzhou have expressed interest in participating in debt financing the development of Triton’s Ancuabe Graphite Project (Project) in Mozambique, and providing technical consulting services in relation to graphite process technology, production line equipment, construction and commissioning and graphite product quality control.
As previously announced on 24 September 2018, Triton has signed an engineering, procurement and construction contract with MCC International Incorporation Limited (MCC). As such, Triton and Suzhou have agreed that the parties will endeavor to work alongside MCC to finalise Project financing and to leverage Suzhou's technical and industry experience to optimise the project flowsheet and provide technical input during Project construction.
Suzhou undertook preliminary research and due diligence on Triton's graphite projects and following meetings held in October 2018 the companies agreed key terms of the MoU. The parties will now progress discussions on project financing, mineral processing testing and engineering design optimisation.
----------------
Im März 2019 wollte man sich von Jinhui supporten lassen. Auch an die Wand gefahren ?
14 March 2019
The MoU follows an approach from Jinhui and subsequent commercial and technical meetings between Triton and Jinhui management. Triton and Jinhui will now commence technical, legal and commercial due diligence and continue negotiations with a view to executing a binding agreement within six months.
As envisaged in the MoU, the binding agreement would include:
• A direct project level investment of up to 10% in the Ancuabe Graphite Project
• Financing support through concessional debt and/or equipment financing facilities
• Offtake of up to 15,000 tonnes per annum of graphite concentrate
• Technical collaboration for value-added processing for supply of Ancuabe graphite into the Chinese flame retardant, refractories and battery markets
About Jinhui Founded in 1999, Jinhui is a privately-owned Shandong based graphite company and one of China's biggest graphite producers with more than 600 employees. The company produces approximately 60,000mtpa of high purity and value-added graphite products that are distributed to more than 200 enterprises throughout China and exported to more than 10 countries and regions including Japan, the United States, South Korea, Europe and South East Asia.
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Und nun auf einmal Jinan Hi-Tech. Das nächste Ding was an die Wand fährt ?
Auf jeden Fall wird Jinan Hi-Tech wohl erstmal eine DD machen.
Ich sehe 2019 erstmal keine Finanzierung bei TON
-----------------------
Im Nov 2018 wollte man mit der CNBM Tochter anbandeln. Ist wohl nix geworden. Ist die DD an die Wand gefahren oder warum hat man hier nicht weiter gemacht ?
7 November 2018
MoU WITH CHINA’S LARGEST BUILDING MATERIALS GROUP FOR FUNDING AND TECHNICAL SERVICES
MoU signed with Suzhou, a subsidiary of China National Building Materials Group, China’s largest construction group
Covers participation in financing the construction of the Ancuabe Graphite Project and the provision of material testing and technical consulting services
Triton Minerals Limited (ASX: TON, Triton or the Company) is pleased to advise that it has signed a NonBinding Memorandum of Understanding (MoU) with Suzhou Sinoma Design and Research Institute of Nonmetallic Minerals Industry Co. Ltd. (Suzhou), a subsidiary of China National Building Material Group, China’s largest construction group. Suzhou is one of China's leading graphite testing laboratories and provides graphite technical consulting services to China's leading graphite producers.
Under the MoU, Suzhou have expressed interest in participating in debt financing the development of Triton’s Ancuabe Graphite Project (Project) in Mozambique, and providing technical consulting services in relation to graphite process technology, production line equipment, construction and commissioning and graphite product quality control.
As previously announced on 24 September 2018, Triton has signed an engineering, procurement and construction contract with MCC International Incorporation Limited (MCC). As such, Triton and Suzhou have agreed that the parties will endeavor to work alongside MCC to finalise Project financing and to leverage Suzhou's technical and industry experience to optimise the project flowsheet and provide technical input during Project construction.
Suzhou undertook preliminary research and due diligence on Triton's graphite projects and following meetings held in October 2018 the companies agreed key terms of the MoU. The parties will now progress discussions on project financing, mineral processing testing and engineering design optimisation.
----------------
Im März 2019 wollte man sich von Jinhui supporten lassen. Auch an die Wand gefahren ?
14 March 2019
The MoU follows an approach from Jinhui and subsequent commercial and technical meetings between Triton and Jinhui management. Triton and Jinhui will now commence technical, legal and commercial due diligence and continue negotiations with a view to executing a binding agreement within six months.
As envisaged in the MoU, the binding agreement would include:
• A direct project level investment of up to 10% in the Ancuabe Graphite Project
• Financing support through concessional debt and/or equipment financing facilities
• Offtake of up to 15,000 tonnes per annum of graphite concentrate
• Technical collaboration for value-added processing for supply of Ancuabe graphite into the Chinese flame retardant, refractories and battery markets
About Jinhui Founded in 1999, Jinhui is a privately-owned Shandong based graphite company and one of China's biggest graphite producers with more than 600 employees. The company produces approximately 60,000mtpa of high purity and value-added graphite products that are distributed to more than 200 enterprises throughout China and exported to more than 10 countries and regions including Japan, the United States, South Korea, Europe and South East Asia.
----------------
Und nun auf einmal Jinan Hi-Tech. Das nächste Ding was an die Wand fährt ?
Auf jeden Fall wird Jinan Hi-Tech wohl erstmal eine DD machen.
Ich sehe 2019 erstmal keine Finanzierung bei TON
Antwort auf Beitrag Nr.: 61.143.809 von Reiners am 31.07.19 15:03:22Shareholder müssten wohl noch zustimmen , ob die 34% jetzt so günstig übernehmen dürfen.
nicht nur die, für den zweiten Teil der Beteiligung bedarf es auch australischer und chinesischer Zustimmung. Dazu aus dem Q-Bericht:
"The acquisition by JHT of STM’s 19.3% stake in Triton is subject to Australian FIRB and Chinese Regulatory Approvals and is now expected to complete in August 2019."
Gehen beide Maßnahmen durch, flössen TON $19,5 Mio zu
nicht nur die, für den zweiten Teil der Beteiligung bedarf es auch australischer und chinesischer Zustimmung. Dazu aus dem Q-Bericht:
"The acquisition by JHT of STM’s 19.3% stake in Triton is subject to Australian FIRB and Chinese Regulatory Approvals and is now expected to complete in August 2019."
Gehen beide Maßnahmen durch, flössen TON $19,5 Mio zu
Antwort auf Beitrag Nr.: 61.143.605 von Reiners am 31.07.19 14:43:30In June 2019 the board of JHT, a major Shandong based State Owned Enterprise (SOE) approved, subject to
Triton shareholder and Australian and Chinese regulatory approvals, an investment of $19.5 million in Triton via:
(a) Subscription of $8.5 million for 207.3 million fully paid ordinary shares (Shares) at 4.1 cents per Share,
subject to Triton shareholder approval (Strategic Placement); and
(b) Acquisition of Shandong Tianye Mining’s (STM) 19.3% shareholding in Triton for total consideration of
A$11.0 million (6.2 cents per Share), subject to Australian FIRB and Chinese regulatory approval. The
acquisition is expected to complete in August 2019.
The acquisition by JHT of STM’s 19.3% stake in Triton is subject to Australian FIRB and Chinese Regulatory
Approvals and is now expected to complete in August 2019.
The Strategic Placement and the acquisition of STM's shareholding, will take JHT’s shareholding in Triton to
approximately 34.01%. As JHT will acquire a stake in Triton of greater than 20%, Triton will call a meeting of
shareholders as soon as practical for shareholders to vote on the Strategic Placement. The notice of meeting to
shareholders will include an Independent Expert Report that will opine on whether the independent expert
considers the proposed Strategic Placement is fair & reasonable and in the best interests of Triton shareholders.
-----------------------------------------
Shareholder müssten wohl noch zustimmen , ob die 34% jetzt so günstig übernehmen dürfen.
Die Frage bleibt, welche Alternative sie haben.
Bin mal auf den Independent Expert Report gespannt.
Triton shareholder and Australian and Chinese regulatory approvals, an investment of $19.5 million in Triton via:
(a) Subscription of $8.5 million for 207.3 million fully paid ordinary shares (Shares) at 4.1 cents per Share,
subject to Triton shareholder approval (Strategic Placement); and
(b) Acquisition of Shandong Tianye Mining’s (STM) 19.3% shareholding in Triton for total consideration of
A$11.0 million (6.2 cents per Share), subject to Australian FIRB and Chinese regulatory approval. The
acquisition is expected to complete in August 2019.
The acquisition by JHT of STM’s 19.3% stake in Triton is subject to Australian FIRB and Chinese Regulatory
Approvals and is now expected to complete in August 2019.
The Strategic Placement and the acquisition of STM's shareholding, will take JHT’s shareholding in Triton to
approximately 34.01%. As JHT will acquire a stake in Triton of greater than 20%, Triton will call a meeting of
shareholders as soon as practical for shareholders to vote on the Strategic Placement. The notice of meeting to
shareholders will include an Independent Expert Report that will opine on whether the independent expert
considers the proposed Strategic Placement is fair & reasonable and in the best interests of Triton shareholders.
-----------------------------------------
Shareholder müssten wohl noch zustimmen , ob die 34% jetzt so günstig übernehmen dürfen.
Die Frage bleibt, welche Alternative sie haben.
Bin mal auf den Independent Expert Report gespannt.
Antwort auf Beitrag Nr.: 61.143.362 von Reiners am 31.07.19 14:22:34About Jinan Hi-Tech
Jinan Hi-Tech group was established in 2005 and is a Shandong provincial State-Owned Enterprise (“SOE”)
primarily involved in the building and infrastructure sectors and is headquartered in Jinan, China. It is a multibillion-dollar group involved in the construction of industrial parks, public security facilities, roads and greening
projects, and sewage networks and river projects; development of urban complexes, commercial and residential
buildings, and other projects; investment and asset management activities; and operation of industrial parks. The
company is headquartered in the city of Jinan, Shandong Province, China.
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Scheinen nix mit CNBM zu tun zu haben.
Habe noch nix davon gelesen, dass die eine DD bei TON begonnen haben.
Jinan Hi-Tech group was established in 2005 and is a Shandong provincial State-Owned Enterprise (“SOE”)
primarily involved in the building and infrastructure sectors and is headquartered in Jinan, China. It is a multibillion-dollar group involved in the construction of industrial parks, public security facilities, roads and greening
projects, and sewage networks and river projects; development of urban complexes, commercial and residential
buildings, and other projects; investment and asset management activities; and operation of industrial parks. The
company is headquartered in the city of Jinan, Shandong Province, China.
----------
Scheinen nix mit CNBM zu tun zu haben.
Habe noch nix davon gelesen, dass die eine DD bei TON begonnen haben.
Könnte sein, das man später nur eine neue Aktie für 4 alte bekommen wird.
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