Pensana Rare Earth ehem. Pensana Metals - Der neue Kursmagnet! (Seite 140)
eröffnet am 06.02.19 23:56:19 von
neuester Beitrag 15.04.24 14:23:43 von
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ISIN: GB00BKM0ZJ18 · WKN: A2PZ3W
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Letzter Kurs 06.05.24 Lang & Schwarz
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7875 | +17,54 | |
| 0,5500 | +17,02 | |
| 4,8600 | +15,71 | |
| 2,0500 | +13,89 | |
| 0,5120 | +13,27 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,8400 | -8,50 | |
| 0,7200 | -9,43 | |
| 0,9760 | -10,87 | |
| 0,6601 | -26,22 | |
| 1,1600 | -46,79 |
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Antwort auf Beitrag Nr.: 61.015.550 von N.Y. am 12.07.19 19:42:08zum anstehende London Listing, RSG hat es nachhaltig geholfen deutlich mehr Liquidität in den Wert zu bekommen und zusätzlich marschierte der Kurs stramm richtig Norden.
Dafür wurde der R:Split nötig, sonst würde in London wahrscheinlich kaufen.
LYC hat von einige Zeit auch einen R:Split durchgeführt, trotz diverse Befürchtungen einiger, hatte es keinerlei Nachteile.
"Just had a look at Resolute Mining ASX ASX/LSE RSG, a mid-teir gold miner operating in Mali and Queensland, they have just gone thru dual listing process and it was nothing but good news for them. When they listed in London on 20 June they were trading $1.08 the next day they were $1.19 and have risen fairly consistently since to be $1.77 today. Dual listing, no additional shares issued, all shares are tradeable on both exchanges and their daily trade volume has pretty much doubled."
Dafür wurde der R:Split nötig, sonst würde in London wahrscheinlich kaufen.
LYC hat von einige Zeit auch einen R:Split durchgeführt, trotz diverse Befürchtungen einiger, hatte es keinerlei Nachteile.
"Just had a look at Resolute Mining ASX ASX/LSE RSG, a mid-teir gold miner operating in Mali and Queensland, they have just gone thru dual listing process and it was nothing but good news for them. When they listed in London on 20 June they were trading $1.08 the next day they were $1.19 and have risen fairly consistently since to be $1.77 today. Dual listing, no additional shares issued, all shares are tradeable on both exchanges and their daily trade volume has pretty much doubled."
@monte: Link/jpg funzt leider nicht ....
Antwort auf Beitrag Nr.: 60.977.041 von Montekaolino am 08.07.19 15:30:04Das AGM steht an:
wer am 9.8. in Perth ist, kann dort mal vorbei schauen...
https://www.asx.com.au/asx/share-price-research/company/PM8
Ein wichtiger Tagesordnungpunkt ist der Reverssplit 1:10,
Aus meiner Sicht eine gute Idee, vor dem Listing in London, der PFS im September....
sollte spätestens dann oben raus gehen.....
wer am 9.8. in Perth ist, kann dort mal vorbei schauen...
https://www.asx.com.au/asx/share-price-research/company/PM8
Ein wichtiger Tagesordnungpunkt ist der Reverssplit 1:10,
Aus meiner Sicht eine gute Idee, vor dem Listing in London, der PFS im September....
sollte spätestens dann oben raus gehen.....
aus Hotcopper
With Pensana lining up the PFS for September and the MRE even sooner, we will likely see a huge upgrade in resource size (with even still a bigger exploration target and deeper if ever needed). The drilling results from last year under (ASX:RVY) and now this year are proving that this resource has great grade, and will likely have an exceptionally low strip ratio with a significant number of hits from surface or just below, thus I personally am expecting very low operating costs come PFS.
Management obviously will be making decisions as if they will be the ones taking this project to mine (its even in their announcements that they want to move this along), therefore will be targeting low CAPEX requirements. Significantly lower than the other would be ASX rare earth plays. The project is less than 4km from rail and national highway and 200km from a major Atlantic port which will massively assist in reducing capital requirements.
Pensana currently owns 84% of the project and by completion of the PFS will be in discussion with partners all over the world. This may come from:
China - May want to lock up Longonjo project for themselves as a strategic resource. Have the capability to refine the product within the country. May want to takeover Pensana or lock up 100% of the product.
Lynas - Have a processing plant in Malaysia and there have been talks of a processing plant being built in the USA.
Remember, it is no good to the USA if the product is mined in Angola, processed in China, and shipped to the USA. The trade war and potential use of rare earths as a strategic resource will mean the USA will want to avoid China. But who outside of China has the capability of refining the product for the USA? Lynas.
Yes, its a fair way from Angola to Malaysia or from Angola to the USA (if a refinery is built there), but this is a strategic resource. Lynas were recently given favorable financing terms by Japan, and if Pensana can prove up a low cost operation which signs are pointing to (IMO), then could Pensana be a target for Lynas? Let's not forget that Fidelity investments recently picked up 10% of Pensana (after selling out of Lynas) because "they thought it [Pensana] was a 20 bagger".
There could be significant value here for Lynas to expand their operations and further utilize their refinery.
Thoughts?
Nothing Toxic about China, yes they may be on the nose in the USA but that is mainly Trumps doing and the American phobia with being No1. This whole trade war thing is because Trump did not like the way the WTO was levelling up the playing field ~ American companies were starting to look towards cheaper labour all around the World. I may be wrong but wasn't it Regan who first gave China most favoured nation status ?
China has a stated desire to close down it's illegal miners, but also keep its lead in REE processing and downstream production; to do that it is going to require a strong and independent supplier of concentrate ~ Pensana ticks all the boxes and more. So unless Donald is willing to anti up with US$10B to buy Longonjo (price went up after todays results) as a strategic asset; I think we can be fairly certain that our concentrate will be sold and shipped to a Chinese refinery.
Trade wars aside, the demand for NdPr is going to outstrip supply for at least the next 5-10 years, Europe, China and eventually the rest of the World are going to change their CO2 producing transport to EV, so at a very rough estimate that could be around a Billion electric motors each using a kilo or so of REE's That's One Million tonnes or around 100,000tpa not counting all the other requirements ~ wind turbines, weaponry, mag-lev/hyperloops etc etc. In other words there will be plenty of demand for the product and it does not really matter who/where is mining it. The problem if any is to keep the price down low enough so that the end users can still afford to buy the cars.
Anybody thinking about a takeover will first have to acquire 75% of the shares, we would be blind Freddy to miss the build up to that one.
With Pensana lining up the PFS for September and the MRE even sooner, we will likely see a huge upgrade in resource size (with even still a bigger exploration target and deeper if ever needed). The drilling results from last year under (ASX:RVY) and now this year are proving that this resource has great grade, and will likely have an exceptionally low strip ratio with a significant number of hits from surface or just below, thus I personally am expecting very low operating costs come PFS.
Management obviously will be making decisions as if they will be the ones taking this project to mine (its even in their announcements that they want to move this along), therefore will be targeting low CAPEX requirements. Significantly lower than the other would be ASX rare earth plays. The project is less than 4km from rail and national highway and 200km from a major Atlantic port which will massively assist in reducing capital requirements.
Pensana currently owns 84% of the project and by completion of the PFS will be in discussion with partners all over the world. This may come from:
China - May want to lock up Longonjo project for themselves as a strategic resource. Have the capability to refine the product within the country. May want to takeover Pensana or lock up 100% of the product.
Lynas - Have a processing plant in Malaysia and there have been talks of a processing plant being built in the USA.
Remember, it is no good to the USA if the product is mined in Angola, processed in China, and shipped to the USA. The trade war and potential use of rare earths as a strategic resource will mean the USA will want to avoid China. But who outside of China has the capability of refining the product for the USA? Lynas.
Yes, its a fair way from Angola to Malaysia or from Angola to the USA (if a refinery is built there), but this is a strategic resource. Lynas were recently given favorable financing terms by Japan, and if Pensana can prove up a low cost operation which signs are pointing to (IMO), then could Pensana be a target for Lynas? Let's not forget that Fidelity investments recently picked up 10% of Pensana (after selling out of Lynas) because "they thought it [Pensana] was a 20 bagger".
There could be significant value here for Lynas to expand their operations and further utilize their refinery.
Thoughts?
Nothing Toxic about China, yes they may be on the nose in the USA but that is mainly Trumps doing and the American phobia with being No1. This whole trade war thing is because Trump did not like the way the WTO was levelling up the playing field ~ American companies were starting to look towards cheaper labour all around the World. I may be wrong but wasn't it Regan who first gave China most favoured nation status ?
China has a stated desire to close down it's illegal miners, but also keep its lead in REE processing and downstream production; to do that it is going to require a strong and independent supplier of concentrate ~ Pensana ticks all the boxes and more. So unless Donald is willing to anti up with US$10B to buy Longonjo (price went up after todays results) as a strategic asset; I think we can be fairly certain that our concentrate will be sold and shipped to a Chinese refinery.
Trade wars aside, the demand for NdPr is going to outstrip supply for at least the next 5-10 years, Europe, China and eventually the rest of the World are going to change their CO2 producing transport to EV, so at a very rough estimate that could be around a Billion electric motors each using a kilo or so of REE's That's One Million tonnes or around 100,000tpa not counting all the other requirements ~ wind turbines, weaponry, mag-lev/hyperloops etc etc. In other words there will be plenty of demand for the product and it does not really matter who/where is mining it. The problem if any is to keep the price down low enough so that the end users can still afford to buy the cars.
Anybody thinking about a takeover will first have to acquire 75% of the shares, we would be blind Freddy to miss the build up to that one.
Trading Spotlight
aus Hotcopper
Suggest everyone listens to the chairmans recent interview - in which he says that PM8 have groups willing to give them a lot of money to get mining once the upcoming study is released. Development capex will not be a problem...we are going to mine.
Suggest everyone listens to the chairmans recent interview - in which he says that PM8 have groups willing to give them a lot of money to get mining once the upcoming study is released. Development capex will not be a problem...we are going to mine.
Antwort auf Beitrag Nr.: 60.835.294 von 11marvin11 am 18.06.19 20:04:05
Haltung ist finde ich OK, aber IRRWITZIGE (Auf)Preise würde ich TROTZdem nicht bezahlen.
Ich hatte vor paar Monaten Einen Wert Wo Ein Insti; KE/PP reinkommen; Aufschlag +400 oder 500% bezahlt hat.
Gab danach Artikel "ASX has never seen Anything like This", oder so.
Zitat von 11marvin11:Zitat von Montekaolino: In Ffm wird 0,024 Euro bezahlt = ca. 0,039 AUD tollen aufpreis.
Na gut dann oute ich mich mal!
Ich bin der, welcher heute morgen mal mit ner Mini Position zu 0,024 rein ist. Einfach mal liegen lassen und vergessen.
Ja und ich gebe es zu. Ich habe nur aus dem Bauch gehandelt. Wenn es ein Totalausfall wird, werd ich es schon verkraften.
Haltung ist finde ich OK, aber IRRWITZIGE (Auf)Preise würde ich TROTZdem nicht bezahlen.
Ich hatte vor paar Monaten Einen Wert Wo Ein Insti; KE/PP reinkommen; Aufschlag +400 oder 500% bezahlt hat.
Gab danach Artikel "ASX has never seen Anything like This", oder so.
Bin gespannt, wann die Chinesen hier zuschlagen.
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