Pensana Rare Earth ehem. Pensana Metals - Der neue Kursmagnet! (Seite 139)
eröffnet am 06.02.19 23:56:19 von
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ISIN: GB00BKM0ZJ18 · WKN: A2PZ3W · Symbol: 48W
0,2600
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Letzter Kurs 03.05.24 Tradegate
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 9,8360 | +17,66 | |
| 552,55 | +13,76 | |
| 33,17 | +13,52 | |
| 0,5800 | +11,54 | |
| 1,4400 | +11,20 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,4000 | -7,89 | |
| 0,5500 | -8,33 | |
| 185,00 | -9,76 | |
| 0,7000 | -11,39 | |
| 12,000 | -25,00 |
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Antwort auf Beitrag Nr.: 61.253.385 von winni2 am 14.08.19 15:35:43Ich würde Hier auch mitmachen, wenn ich nicht im Moment schon (Mehr) als genug hätte.
"1,2"
teilen Wir ja.
GOOD luck!
"1,2"
teilen Wir ja.GOOD luck!
Antwort auf Beitrag Nr.: 61.169.612 von Montekaolino am 04.08.19 09:48:41Seit gestern ist die neue Gattung in AU handelbar . Ich hab meine Posi zo 0,225 direkt aus dem ASK verdoppelt , weil ich mir das Geschenk des akt. Kursniveaus nicht entgehen lasse.
Bin sicher, viele der Anleger , die REE-Explorer im Auge haben , schauen bei Pensana garnicht tiefer rein und ahnen nicht , welches Monster hier grad heranwächst .
Auch ich selbst hatte das in der Startphase trotz Kenntnissen ueber die spezielle Geologie und super Mineralisierung von Longonjo total unterschätzt und musste dem Kurs erstmal hinterherlaufen, um ueberhaupt ne erste Posi zu kriegen.
Das Explorationstempo ist atemberaubend , der Grund dafuer lässt sich längst mehr als nur erahnen. Ihr wisst sicher noch um die zu Jahresbeginn und im Fruehjahr auf HC und glaub auch hier genannten Indizien , dass die im Land präsenten chinesischen Unternehmen und deren subsidiaries Pensana zusätzliches Equipment , speziell Bohrgerät zur Verfuegung stellten, während sowieso Spezialisten u.a. von Shenghe vor Ort waren und sind. China kann sich im eigenen "Hoheitsgebiet" Zeit lassen , inmitten der selbst aufgebauten perfekten Infrastruktur einsch. Strassenanschluss des Prokjektgebiets zur Bahnlinie und zum modernen Tiefseehafen. Sie wollen aber schnellstens genau wissen , was da tatsächlich im Boden liegt.
Und das scheint WEITAUS GRÖSSER zu sein, als ich selbst und unsere Spezies zu träumen wagten.
Mit 240 Miot at 1,66% REO und ausser hochgradig ND Pr auch einer breiten Pallette weiterer REE ,
hat man bereits ein MEHRFACHES an Ressource in petto als ARAFURA mit NOLANS .... und das mit einer unvergleichlich besseren , prozesstechnisch vergleichsweise simpel aufarbeitbaren Mineralisierung.
Von Arafuras 1 Milliarden Capex garnicht zu reden ... die dann nach Abscheidung der radioaktiven Bestandteile und Phosphorsäure sowie der den Hauptanteil ausmachenden Ce/La-Komponente auch nur REE-Mischoxidkonzentrate herstellen .
Wer das versteht und noch nicht hat und auf DIESEM Niveau vor der PFS jetzt nicht zugreift , ist selbst schuld.
Bin sicher, viele der Anleger , die REE-Explorer im Auge haben , schauen bei Pensana garnicht tiefer rein und ahnen nicht , welches Monster hier grad heranwächst .
Auch ich selbst hatte das in der Startphase trotz Kenntnissen ueber die spezielle Geologie und super Mineralisierung von Longonjo total unterschätzt und musste dem Kurs erstmal hinterherlaufen, um ueberhaupt ne erste Posi zu kriegen.
Das Explorationstempo ist atemberaubend , der Grund dafuer lässt sich längst mehr als nur erahnen. Ihr wisst sicher noch um die zu Jahresbeginn und im Fruehjahr auf HC und glaub auch hier genannten Indizien , dass die im Land präsenten chinesischen Unternehmen und deren subsidiaries Pensana zusätzliches Equipment , speziell Bohrgerät zur Verfuegung stellten, während sowieso Spezialisten u.a. von Shenghe vor Ort waren und sind. China kann sich im eigenen "Hoheitsgebiet" Zeit lassen , inmitten der selbst aufgebauten perfekten Infrastruktur einsch. Strassenanschluss des Prokjektgebiets zur Bahnlinie und zum modernen Tiefseehafen. Sie wollen aber schnellstens genau wissen , was da tatsächlich im Boden liegt.
Und das scheint WEITAUS GRÖSSER zu sein, als ich selbst und unsere Spezies zu träumen wagten.
Mit 240 Miot at 1,66% REO und ausser hochgradig ND Pr auch einer breiten Pallette weiterer REE ,
hat man bereits ein MEHRFACHES an Ressource in petto als ARAFURA mit NOLANS .... und das mit einer unvergleichlich besseren , prozesstechnisch vergleichsweise simpel aufarbeitbaren Mineralisierung.
Von Arafuras 1 Milliarden Capex garnicht zu reden ... die dann nach Abscheidung der radioaktiven Bestandteile und Phosphorsäure sowie der den Hauptanteil ausmachenden Ce/La-Komponente auch nur REE-Mischoxidkonzentrate herstellen .
Wer das versteht und noch nicht hat und auf DIESEM Niveau vor der PFS jetzt nicht zugreift , ist selbst schuld.
Antwort auf Beitrag Nr.: 61.169.612 von Montekaolino am 04.08.19 09:48:41Das AGM ist durch:
https://www.asx.com.au/asx/share-price-research/company/PM8
Atherley stated:
The consolidation is an important first step in the Company’s move to list on the
Main Board of the London Stock Exchange later in the year as it seeks to take
advantage of strong institutional investor interest in Europe.”
Der Kurs hat sich stabil gehalten vor dem Split, nächste Woche wird es umgesetzt, dann sollte es wieder oben raus gehen.
https://www.asx.com.au/asx/share-price-research/company/PM8
Atherley stated:
The consolidation is an important first step in the Company’s move to list on the
Main Board of the London Stock Exchange later in the year as it seeks to take
advantage of strong institutional investor interest in Europe.”
Der Kurs hat sich stabil gehalten vor dem Split, nächste Woche wird es umgesetzt, dann sollte es wieder oben raus gehen.
aus hotcopper
Current market cap sub 40 million
Potentially a 1.5 billion dollar company
So 37.5 increase from current level once in production isn't out of a question IMHO.
PAUL ATHERLY stated in the Crux interview that it is comparable to Lynas and the MtWeld deposit and the 20 bagger statement for Fidelity reason to buy in.
MRE due anytime next few weeks, PFS September will
spring the can of worms for this project, we are all just guessing as the new mineralization under the weathered zone makes this much bigger than initially perceived.
Either way this is a gem of a discovery and the catalyst for rapidly changing environment for EV 's
for the decade and beyond.
GLTAH!
Current market cap sub 40 million
Potentially a 1.5 billion dollar company
So 37.5 increase from current level once in production isn't out of a question IMHO.
PAUL ATHERLY stated in the Crux interview that it is comparable to Lynas and the MtWeld deposit and the 20 bagger statement for Fidelity reason to buy in.
MRE due anytime next few weeks, PFS September will
spring the can of worms for this project, we are all just guessing as the new mineralization under the weathered zone makes this much bigger than initially perceived.
Either way this is a gem of a discovery and the catalyst for rapidly changing environment for EV 's
for the decade and beyond.
GLTAH!
Trading Spotlight
Antwort auf Beitrag Nr.: 61.117.201 von Montekaolino am 27.07.19 10:42:02
https://stocknessmonster.com/announcements/pm8.asx-6A938572/
https://stocknessmonster.com/announcements/pm8.asx-6A938572/
Antwort auf Beitrag Nr.: 61.109.740 von Montekaolino am 26.07.19 09:47:49
For those who are having trouble viewing Tim's latest interview, It will not run in IE-7 browsers, Try accessing it thru Google Chrome.
Well worth viewing as it provides quite a few small but important details as to why this is such a great Project.
Foremost of which is the huge benefit (both financial and time wise) of already having the major (external) infrastructure in place. Having built a number of mines in both remote and developed locations, I can affirm that getting access to the site is usually the biggest initial hurdle to site development. Even in Australia I have found that the road network is often incapable of supporting the oversize loads required to bring in mining equipment, necessitating loads to be broken down and then reassembled on site. In PNG where there is no infrastructure, loads have to be broken down to a sub 5 ton size suitable for helicopters, very costly ! Having a newly upgraded Railway from a Deep-water port to site is going to greatly speed up mine development.
It gets even better when you consider that, this same Railroad is going to be able to ship the mines Product back down the line for export from that newly constructed Port. Without it Pensana would have to refine the concentrates on site till it was suitable for comparatively expensive road transport. So, that Railway and Port are going to save us not only a big slab of CAPEX but also considerable ongoing OPEX.
Then there is the availability of Power. Direct connection to the power grid is a luxury most mines can only dream of. While Longonjo will probably not require a huge amount of electricity, it will still need to power up: a mill, floatation cells and a thickener ~ so I would guess a 5-10Mw peak load will be required. To supply that with onsite generators would require at least a US$10M capital cost. Then as above you would also have a considerable Operating cost providing the fuel to run those gen-sets.
Water is crucial to most Processing circuits, not only does it provide a transport medium but it also acts as a lubricant and wetting medium for floatation cells. Tim mentions Hydrology studies in his interview both in relation to bore water and tailings dam. Which makes me think planning is far more advanced than one would expect at this stage. From past experience most companies wrongly assume water is always readily available and it is not till the last minute that the incoming Operation's Manager has to go out and find some !!!
Which brings me to my last observation. I find it highly refreshing that Pensana has appointed an "Operations" experienced CEO rather than the usual Lawyer, Accountant or ex-Politician. Developing a new mine site really does require somebody who knows where ALL of the critical points are, I am sure that Tim with his past experience and with the support of his obviously talented management team are capable of bringing this baby home.
aus hotcopper
For those who are having trouble viewing Tim's latest interview, It will not run in IE-7 browsers, Try accessing it thru Google Chrome.
Well worth viewing as it provides quite a few small but important details as to why this is such a great Project.
Foremost of which is the huge benefit (both financial and time wise) of already having the major (external) infrastructure in place. Having built a number of mines in both remote and developed locations, I can affirm that getting access to the site is usually the biggest initial hurdle to site development. Even in Australia I have found that the road network is often incapable of supporting the oversize loads required to bring in mining equipment, necessitating loads to be broken down and then reassembled on site. In PNG where there is no infrastructure, loads have to be broken down to a sub 5 ton size suitable for helicopters, very costly ! Having a newly upgraded Railway from a Deep-water port to site is going to greatly speed up mine development.
It gets even better when you consider that, this same Railroad is going to be able to ship the mines Product back down the line for export from that newly constructed Port. Without it Pensana would have to refine the concentrates on site till it was suitable for comparatively expensive road transport. So, that Railway and Port are going to save us not only a big slab of CAPEX but also considerable ongoing OPEX.
Then there is the availability of Power. Direct connection to the power grid is a luxury most mines can only dream of. While Longonjo will probably not require a huge amount of electricity, it will still need to power up: a mill, floatation cells and a thickener ~ so I would guess a 5-10Mw peak load will be required. To supply that with onsite generators would require at least a US$10M capital cost. Then as above you would also have a considerable Operating cost providing the fuel to run those gen-sets.
Water is crucial to most Processing circuits, not only does it provide a transport medium but it also acts as a lubricant and wetting medium for floatation cells. Tim mentions Hydrology studies in his interview both in relation to bore water and tailings dam. Which makes me think planning is far more advanced than one would expect at this stage. From past experience most companies wrongly assume water is always readily available and it is not till the last minute that the incoming Operation's Manager has to go out and find some !!!
Which brings me to my last observation. I find it highly refreshing that Pensana has appointed an "Operations" experienced CEO rather than the usual Lawyer, Accountant or ex-Politician. Developing a new mine site really does require somebody who knows where ALL of the critical points are, I am sure that Tim with his past experience and with the support of his obviously talented management team are capable of bringing this baby home.
aus hotcopper
I find it interesting that they don't mention Angola, or that Mountain Pass is owned by Chinese interests, I hate conspiracy theories but it is beginning to look like both sides are manipulating the truth ! to what end ? as they say "All's fair in love and war"
What is true and is becoming common knowledge is that the World demand for NdPr is soon to skyrocket and the current producers will not be able to keep up supply no matter what. And we shareholders now know that Pensana will be in the box seat to provide into that supply deficit.
What is true and is becoming common knowledge is that the World demand for NdPr is soon to skyrocket and the current producers will not be able to keep up supply no matter what. And we shareholders now know that Pensana will be in the box seat to provide into that supply deficit.
Antwort auf Beitrag Nr.: 61.076.182 von N.Y. am 22.07.19 09:00:46PFS is coming soon. I think some buyer's will return before this major catalyst occurs. Topped up today myself. TA is suggesting consolidation period is coming to an end.
I suggest everyone watch the latest Crux interview on YouTube with Tim George.
Tim has vast experience in Africa/Angola and believes the new regulations in Angola are going to make it easy for PM8. He suggests licenses and infrastructure use is a non issue.
They have met and shaken hands with the Chinese in Angola + the Angolan minister of minerals.
Good times ahead here...
aus jotcopper
I suggest everyone watch the latest Crux interview on YouTube with Tim George.
Tim has vast experience in Africa/Angola and believes the new regulations in Angola are going to make it easy for PM8. He suggests licenses and infrastructure use is a non issue.
They have met and shaken hands with the Chinese in Angola + the Angolan minister of minerals.
Good times ahead here...
aus jotcopper
Antwort auf Beitrag Nr.: 61.076.059 von N.Y. am 22.07.19 08:45:45in Ergänzung zum vorherigen Post, habe ich bei Hotcopper gefunden..
neue Präsentation:
https://www.asx.com.au/asx/share-price-research/company/PM8
Offtake-Aggreements werden gerade verhandelt, siehe Präsi....
wenn verkündet wird, dass Shenghe hier die halbe Produktion abnimmt und im September die Mini-Capex verkündet wird.....haben wir sicherlich von einem auf den nächsten Tag andere Kurse...
Gute Trades!
neue Präsentation:
https://www.asx.com.au/asx/share-price-research/company/PM8
Offtake-Aggreements werden gerade verhandelt, siehe Präsi....
wenn verkündet wird, dass Shenghe hier die halbe Produktion abnimmt und im September die Mini-Capex verkündet wird.....haben wir sicherlich von einem auf den nächsten Tag andere Kurse...
Gute Trades!
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