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http://www.starvest.co.uk/portfolio.html


Addworth plc - (AIM ticker: ADW)

African Platinum plc ("Afplats") - (AIM ticker: APP)

Agricola Resources plc - (PLUS ticker: AGRI)

Belmore Resources (Holdings) plc - (PLUS ticker: BEL)

Beowulf Mining plc - (AIM ticker: BEM)

Black Rock Oil & Gas plc - (AIM ticker: BLR)

Brazilian Diamonds Limited - (AIM ticker: BDY)

Carpathian Resources Limited - (AIM ticker: CPNR and Sydney ASX)

Concorde Oil and Gas plc - (PLUS ticker: CDEP)

The Core Business plc - (AIM ticker: CORE)

DTT plc - (AIM ticker: DTT)

Franchise Investment Strategies plc - (PLUS ticker: FIN)

Franconia Minerals Corporation - (PLUS ticker: FRA and Toronto TSV-V)
http://www.wallstreet-online.de/aktien/231809.html

Fundy Minerals Limited - (PLUS ticker: FUND)

Gippsland Limited - (AIM ticker: GIP and Sydney ASX)
Thread: Gippsland ...

Greatland Gold plc - (AIM ticker: GGP)

Hidefield Gold plc - (AIM ticker: HIF)

India Star Energy plc - (AIM ticker: INDY)

KEFI Minerals plc - (AIM ticker: KEFI)

Matisse Holdings plc - (AIM suspended)

Myhome International plc - (PLUS ticker: MYH)

Oracle Coalfields plc- (PLUS admission expected)

Red Rock Resources plc - (AIM ticker: RRR)
Thread: RED ROCK RES PLC

Regency Mines plc - (AIM ticker: RGM)
Thread: REGENCY MINES PLC - ja ist denn schon Weihnachten?

Sheba Exploration (UK) plc - (PLUS ticker: SHE)

St Helen's Capital plc - (PLUS ticker: SHCP)

Sunrise Diamonds plc - (AIM ticker: SDS)


AIM listing date 5 September 2000
Number of shares in issue 36,717,259
Number of shares held in treasury 500,000
Total shares in issue 37,217,259
Basic earnings per share
- 6 months to 31 March 2007
1.41 pence
- 14 months to 30 September 2006
2.5 pence
Diluted earnings per share
- 6 months to 31 March 2007
1.23 pence
- 14 months to 30 September 2006
2.2 pence
Options outstanding
- Exercisable at 5 pence
2,100,000
- Excercisable at 6 pence
500,000
- Excerisable at 15 pence
2,975,000
Total 5,575,000
Dividend - Special dividend proposed for payment on 20 June 2007 to Shareholders on the register on 25 May 2007. One penny per share
Industry Sector Financial
Sunrise Diamonds ist für die WL interessant, da neben EPD mit der einzige finnische börsennotierte Diamantenexplorer.
EPD ist ja zur Zeit eher in Lesotho fokussiert, habe auf Minesite einen interessanten Bericht zu Sunrise gelesen.
Antwort auf Beitrag Nr.: 29.089.241 von XIO am 02.05.07 08:42:24Danke für diese schöne übersicht!;)
Antwort auf Beitrag Nr.: 29.090.058 von Albatossa am 02.05.07 09:43:48Ich glaube ich werde es so machen:
Wenn RRR und / oder RGM 100% abwerfen, werden diese in Starvest angelegt.
Antwort auf Beitrag Nr.: 29.090.132 von XIO am 02.05.07 09:48:09Danke für die Aufnahme eines eigenen Threads.Haben die auch verdient.Die Aufstellung von ADVFN ist super.

Habe mir eine Anfangsposition ins Depot gelegt.

Grüße
Antwort auf Beitrag Nr.: 29.090.472 von bobelle am 02.05.07 10:07:47kuckt mal bei RGM auf die Prozente heute in der WO-Anzeige :D
kenn mich dem thema beteiligungsgesellschaften nicht so aus

und wollte eigentlich direkt in regency aber dies hier schaut auch nett aus?

die erwirtschaften ihren gewinn dadurch das ihre anteile mehr wert werden oder?

aber wenn die sogar ne dividende zahlen müssen die ja auch cash flow haben?

die verkaufen ja nicht ständig anteile da dies ja alles firmen auf 5 jahres sicht sind?

also wie genau funktioniert das?

falls sie die werte einfach nur halten und gut

ist starvest ja praktisch ein zertifikat mit all diesen firmen im basket?

wo ist mein denkfehler??

grüße
Antwort auf Beitrag Nr.: 29.094.028 von tjcc281086 am 02.05.07 13:53:09vergleichs mit Longview, da biste am nächsten dran.. muss mich auch noch einlesen
Antwort auf Beitrag Nr.: 29.094.028 von tjcc281086 am 02.05.07 13:53:09kannst es auch mit BB Biotech vergleichen. ist quasi ein Fonds für den man keinen Ausgabeaufschlag zahlen muss und ihn sogar günstiger als seinen inneren Wert kaufen kann. Allerdings gibt es keine regelmäßigen Ausschüttungen.

Die Dividende stammt hauptsächlich aus dem Verkauf ihrer Beteiligung an African Platinum plc. Die wurden kürzlich übernommem.

Starvest hatte im Mai 2002 vor dem AIM-Ipo von African Platinum plc (auch ein guter Investmentgrund für Starvest) eine Beteiligung an Ihnen erworben.

Grüße

www.starvest.co.uk/downloads/RNS070412.pdf
bin dabei :)


da ich der erste deutsche bank kunde war der starvest kaufen wollte musste starvest erst freigeschaltet werden :D

bin guter dinge

die haben n guten riecher

grüße
will mich keiner begleiten?

in 2 wochen gibt es dividende


und das update ist auch net mehr lang ...

grüße
NAV Update. erneute Steigerung. Grüße

Announcement 15 May 2007
Net asset value update

As at the close of business on 11 May 2007, Starvest had a holding of 8.25m Ordinary shares in African Platinum plc (“Afplats”) valued at £4,537,500. The Scheme of Arrangement under which Afplats is being acquired by Impala Platinum Holdings Limited was sanctioned by a Court Order on 10 May 2007 to be effective on 14 May 2007.

Accordingly on 28 May 2007, Starvest expects to receive the consideration of £4,537,500.
Under normal circumstances the next net asset value update would be made immediately following 30 June 2007. However, following the conclusion of the Afplats takeover, the directors are pleased to provide an intermediate update.

Taking into account the consequential tax liability resulting from the Afplats takeover and other recent changes in the values of the investment portfolio, the Starvest net asset value as at 11 May 2007 was £16.7m which equates to 40.96 pence per share. This represents an increase of £1.3m since 30 March 2007.

The net asset value is calculated on a fully diluted basis, after a taxation provision on estimated trading profits for the current year to 30 September 2007 of £1.525m but without any provision for taxation on unrealised profits.

The closing share price on 11 May 2007 of 26.5 pence was at a discount to net asset value of 35.3%.

The directors expect to release the next update on 2 July 2007.
So, ihr lieben Leute, von mir aus kann es auch losgehen.
Bin mit on Board :D
Auch nicht ganz uninteressant, der Abschlag in der bewertungs des Unternehmens im Gegensatz zu dem Wert seinen Beteiligungen.

Dürfte momentan durch Franconia noch besser sein.

Antwort auf Beitrag Nr.: 29.348.570 von XIO am 16.05.07 19:05:02steht ja schon im Vorposting: Differenz (Unterbewertung) zur Summe der Beteiligungen satte 35%

" The closing share price on 11 May 2007 of 26.5 pence was at a discount to net asset value of 35.3%."

http://www.starvest.co.uk/announcments.html
Was ich weiterhin gut finde ist, daß die Beteiligungen fully diluted gerechnent sind, also keine Augenwischerei mit ausstehenden Warrants / Optionen usw.

http://www.starvest.co.uk/netasset.html

Note: All values are calculated on a fully diluted basis making allowance for outstanding share options but without any provision for future corporation tax other than on realised trading profits.
ich stöbere immer noch im starverst portfolio rum... auch interessant:
http://www.hidefieldgold.com/s/Management.asp

Francis Johnstone
Mr. Johnstone is the Commercial Director of Ridge Mining
He has also been a director of Brazilian Diamonds


http://213.38.100.13:50803/hs_templates/majholders.php?epic=…



Starvest ist in guter Gesellschaft :eek:
Antwort auf Beitrag Nr.: 29.352.527 von XIO am 17.05.07 00:39:53nicht schlecht, Herr Specht: :)
34.3 g/t gold) across 26.0 metres in CYN-D06-06 at Coyote Sur
http://www.hidefield.co.uk/s/NewsReleases.asp?ReportID=18148…
SVE Beteiligung Gippsland auch ordentlich im Aufwärtstrend:
+9 in London

Antwort auf Beitrag Nr.: 29.373.719 von XIO am 18.05.07 15:55:50Leider gibt es in Deutschland keinen Handel!:rolleyes:
Antwort auf Beitrag Nr.: 29.374.448 von Albatossa am 18.05.07 16:27:44Jetzt sag bloss nicht, du hast den Thread aufgemacht und bist noch nicht drin :eek:
lt. einigen unbestätigten Berechnungen/Postings im ADVFN Thread beträgt die Differenz von SVE und der Summe der Beteiligungen aktuell mehr als 50%.
Addworth plc - (AIM ticker: ADW)
website: www.addworth.co.uk



African Platinum plc ("Afplats") - (AIM ticker: APP)
formerly, Southern African Resources plc
website: www.afplats.com



Agricola Resources plc - (PLUS ticker: AGRI)
website: www.agricolaresources.com



Belmore Resources (Holdings) plc - (PLUS ticker: BEL)
website: www.belmoreresources.com



Beowulf Mining plc - (AIM ticker: BEM)
website: www.beowulfmining.com




Black Rock Oil & Gas plc - (AIM ticker: BLR)
website: www.blackrockoilandgasplc.co.uk



Brazilian Diamonds Limited - (AIM ticker: BDY)
website: www.braziliandiamonds.com



Carpathian Resources Limited - (AIM ticker: CPNR and Sydney ASX)
website: www.carpathian.com.au




Concorde Oil and Gas plc - (PLUS ticker: CDEP)


The Core Business plc - (AIM ticker: CORE)
website: www.thecorebusiness.co.uk



DTT plc - (PLUS ticker: DTT)
website: www.drivertransporttraining.co.uk



Franchise Investment Strategies plc - (PLUS ticker: FIN)



Franconia Minerals Corporation - (PLUS ticker: FRA and Toronto TSV-V)
website: www.franconiaminerals.com



Fundy Minerals Limited - (PLUS ticker: FUND)
website: www.fundyminerals.com



Gippsland Limited - (AIM ticker: GIP and Sydney ASX)
website: www.gippslandltd.com.au



Greatland Gold plc - (AIM ticker: GGP)
website: www.greatlandgold.com



Hidefield Gold plc - (AIM ticker: HIF)
website: www.hidefieldgold.com



India Star Energy plc - (AIM ticker: INDY)


KEFI Minerals plc - (AIM ticker: KEFI)
website: www.kefi-minerals.com



Matisse Holdings plc - (AIM suspended)

Myhome International plc - (PLUS ticker: MYH)
website: www.myhomeplc.com



Oracle Coalfields plc - (PLUS admission expected)
website: www.oraclecoalfields.com

Red Rock Resources plc - (AIM ticker: RRR)
website: www.rrrplc.com



Regency Mines plc - (AIM ticker: RGM)
website: www.regency-mines.com



Sheba Exploration (UK) plc - (PLUS ticker: SHE)
website: www.shebagold.com



St Helen's Capital plc - (PLUS ticker: SHCP)
website: www.sthelenscapital.com



Sunrise Diamonds plc - (AIM ticker: SDS)
website: www.sunrisediamonds.com

Antwort auf Beitrag Nr.: 29.425.511 von XIO am 22.05.07 21:20:11Danke für die viele Arbeit XIO! Wird sich aber lohnen für uns ;)

Grüße
Antwort auf Beitrag Nr.: 29.425.511 von XIO am 22.05.07 21:20:11Ebenfalls ein Danke von mir , für die viele und tolle Arbeit ! :):):)

Seit gestern ist auch bei NORDNET ein Handel in London möglich !

gruss, mike32
Antwort auf Beitrag Nr.: 29.434.142 von mike32 am 23.05.07 13:48:42Für kleinere Beträge bis ca. 3.000€ scheint Nordnet sogar günstiger zu sein, als Consors
Kucke mir gerade so einige SVE Beteiligungen an, welche gut laufen...

Carpathian Resources Limited ("Carpathian") is an oil and gas explorer and producer with a focus on Central Europe
Market Cap. 15.79 Mio BP
http://www.carpathian.com.au/

Am 20. Juni gibts die Sonderdividende, also wundert euch nicht über einen kleinen Kurssturz ;) Grüße


Announcement 23 May 2007
Result of EGM and payment of Special Dividend

Starvest plc ("the Company") is pleased to announce that the resolutions put to shareholders at the Extraordinary General Meeting held today were passed.

1. Accordingly, the Company will pay a Special Dividend on 20 June 2007 at the rate of one penny per share to those Members on the register at the close of business on 25 May 2007.
Antwort auf Beitrag Nr.: 29.484.436 von bobelle am 27.05.07 13:23:54ha.. ich glaube eher an einen kräftigen kursnstieg, der Unterschied zum "NAV" dürfte mittlerweile ja über 50% betragen.
Da "stören" die 3% Dividende die Feiertagsstimmung sowas von garnicht.

:cool:
auch ganz nett zu wissen:

Mr Maximiliaan Danishevski, has been appointed to the board of Carpathian as
Executive Chairman. Currently, Mr. Danishevski is CEO of BSGE Mediterranean, a
joint co operation with Gazprom, one of the world's largest energy companies,
for the supply and distribution of gas to Cyprus and Israel known as Blue Stream
II. Within this framework of activities, he is also a member of the Gazprom
Export / BSGE Mediterranean Steering Committee
. Gazprom Export is the exclusive
gas export arm of Gazprom.
Starvest hält sich selbst auch für eine gue Investition ;)

Announcement 30 May 2007
Purchase of own shares

Starvest plc (the “Company”) announces that on 29 May 2007, the Company purchased through its broker, Simple Investments, 250,000 Ordinary shares of 1p each in the issued share capital of the Company at a price of 30 pence per Ordinary share. These Ordinary shares are to be held as treasury stock.

Following the above purchase, the Company holds 750,000 Ordinary shares in treasury and the total issued share capital of the Company less treasury shares is 36,467,259 Ordinary shares.

This purchase was made pursuant to the authority granted by Shareholders at the Company’s annual general meeting held on 12 December 2006. To date, 750,000 Ordinary shares have been purchased under this authority.
Antwort auf Beitrag Nr.: 29.549.347 von mike32 am 31.05.07 00:56:58feine Sache das.. auf diesen Wert musste man erstmal kommen.

0.34 British Pound = 0.50008 Euro



Starvest says to carry on with its share buyback

LONDON (Thomson Financial) - Starvest PLC confirmed it intends to continue
its share buyback programme as opportunities arise, and that it received 4.54
mln stg cash as proceeds from the takeover of African Platinum PLC on May 29.
The UK smallcap natural resources investment fund said its fully-diluted net
asset value as at May 31 was 46.21 pence a share.

TFN.newsdesk@thomson.com
Zitat
"if correct these estimates would rank Mambare as a large scale producer, with a potential resource, according to Andrew Bell, of £25bn.

bell ist hier sehr zurueckhaltend - wie es sich fuer einen briten gehoert. 4Mt Ni sind heute US$ 200bn wert.

bei 170 Mshares outstanding sichert sich der investor 1170 US$ in-soil value (nur im mambare projekt) ... pro share wohlgemerkt.

kuenftige kapitalmassnahmen sind hier nicht zwingend: fuer cash flow wird, moeglicherweise schon in 12 monaten, das PNG projekt sorgen. das erz auf lkw-s zu verladen und nach china verfrachten ist wirklich ein 'no brainer'

langsam kommt hier ein wenig bewegung. frankfurt schlaeft noch, aber vermutlich nicht mehr lange. regency wird ihren aktionaeren noch viel, viel freude machen.!


#100 von gurine auf WO im RGM Thread"
sehr bemerkenswert!!! :eek:
http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_i…
Starvest receives AfPlats proceeds
Fri 01 Jun 2007

LONDON (SHARECAST) - Starvest extended its recent strong run after the investment company received £4.54m from the takeover of African Platinum and said it is trading at a 30% discount to net asset value.

In February, the miner recommended a £297m offer from South African counterpart Impala Platinum, valuing each African Platinum share at 55p.

Starvest, which specialises in new issues and trades in pre-IPO stocks, added today that its net asset value as at the close of business on 31 May was 46.21p per share fully diluted.

It bought back some of its own shares on 29 May and confirmed today that as opportunities arise, it intends to buy back more stock.

A dividend of one penny per share will be paid on 20 June as previously announced.
Fundy Minerals Limited
http://www.fundyminerals.com/

Fundy Minerals Ltd
Fundy Minerals is a resource exploration and development company, actively involved in the exploration of gold, silver, diamond and base metals in New Brunswick, Canada and in Liberia, West Africa.

Fundy Minerals has a 100% mining interest in eight mineral exploration and development Properties in the Province of New Brunswick, Canada. In the 2004 field season, Fundy Minerals undertook advanced analysis of all eight Prospects. Each of these Prospects warranted bona fide exploration advancement, re-affirming the past historical exploration results. An independent assessment of six of the Properties in New Brunswick carried out in September 2006, found gold deposits in two of the Properties and a deposit model for one other area, whilst the three remaining Properties reflected base metal deposits. All Prospects generated encouraging confirmation of mineralised zones and strong assay results.

The Company is currently quoted on PLUS and has recently appointed Beaumont Cornish Limited as Nominated Adviser for its listing on AIM, expected to be within three months of this Offer.
Available for Investment Now
Offer Closes 31st May 2007
http://www.allipo.com/moreinfo/83/ipo-fundy-minerals-ltd


Fundy Minerals Limited

Involved in the acquisition & exploration of gold, diamond and base metals. Admission onto AIM expected to be within 3 months.



Offer for Subscription. Admission onto AIM expected to be within 3 months. Currently quoted on PLUS markets.

· An opportunity to purchase shares in Fundy Minerals at a 20% discount to the mid-trading price, as at March 14 2007

· Fundy Minerals has appointed Beaumont Cornish Ltd as nominated adviser for its AIM market listing, expected to be within three months of this offer closing date

· For each common share subscribed, investors will receive one warrant, convertible into one common share, up to 12 months from allotment

· 100% mining interest in eight mineral exploration and development properties in the Province of New Brunswick, Canada

· Gold, limestone and base metal interests in Canada, diamond and gold interests in Liberia

· Permission to explore 2000 square kilometres of land in Liberia, West Africa, where a significant quantity of gem quality alluvial diamonds have previously been extracted

· Institutional investors RAB Capital and Starvest plc, both experienced within the mining sector, have invested

· Another year of strong performance is expected from the AIM mining sector; owing to high commodity prices and rising production levels

· Fundy Minerals specialises in mid-stage exploration and seeks growth through geographical diversity, development stage acquisitions and joint ventures
Das sieht ja immer besser aus:



Shares issued: 69,822,208
Market cap: C$5.70 Million
Cusip # 360897102 ISIN# 3608971022
Zitat von einem User, der so freundlich war, Fundy kritisch tzu betrachten, ich bin ja meistens etwas zu euphorisch, daher ist das evtl ganz hilfreich :rolleyes::

Hallo,

Ich habe mir kurz Fundy angesehen aber finde es ein ziemliche Zock mit viel risiko. (Als einzelinvestition, als teil von das starvestportfolio finde ich es OK).

Die properties sind nicht uninteressant aber sehr ´greenfield´. Das wichstigste projekt ist offenbar das Liberiaprojekt. Liberia hat sich noch nicht bewiesen als investorfreundliches und stabiles land wenn ich es nett sage...

Ausser das (und warscheinlich noch viel wichtiger) sucht die firma momentan geld via ein pp. Die pp ist schon 2x verschoben und ist bei die heutige shareprice nicht wirklich attraktiv. Die sp muss mindestens innerhalb 1 jahr 6,7 p sein, anders kann man besser direkt aktien kaufen gegen die heutige preis.

Nach die pp hat die firma 120 Mio ausstehende aktien und mindestens 50 Mio warrants aus die pp (ich sehe so schnell nicht wie viel optionen/warrants momentan ausstehen, bestimmt auch schon einige). Nicht wenig.... Auch denke ich das möglicherweise die preis von die pp niedriger wirt (mehr verwässerung), weil die pp momentan nicht sehr attraktiv ist (price von unit wesentlich über shareprice bei viel risiko und grienfieldprojekten sehe auch oben).

Alles zusammen nach meiner meinung sehr viel risiko auch wenn die belohnung groß sein kann... Würde eher RGM (oder andere firma´s) kaufen wenn man kein problem hat mit risiko und große gewinne sucht...
habe mich auch nochmal mit Liberia und diamanten sueinandergesetzt, WENN das embargo passè ist, könnte Fundy eine ziemlich interessante geschichte werden.
Und die Anzeichen sehen derzeit gut aus... bzw. eigentlich ist das Export-Embargo durch die UN ab sofort aufgehoben!


Ein paar Links:

Regulatory framework begins to prove effectiveness
http://www.miningweekly.co.za/article.php?a_id=109721


Liberia relaunches diamond trade after embargo ends
TUBMANBURG, Liberia -- Liberia relaunched its diamond trade yesterday after the United Nations lifted an embargo, hoping the revival of the industry will fund reconstruction rather than lead to more bloodshed.
http://www.boston.com/news/world/africa/articles/2007/05/02/…


Liberia still reluctant to re-legalize diamond mining
http://www.resourceinvestor.com/pebble.asp?relid=32686
By Jon Nones
06 Jun 2007 at 12:32 PM

Two months after the United Nations lifted a six-year ban on Liberia exporting diamonds the government has still not legalised diamond mining, gaining support from NGOs.

The UN Security Council lifted the embargo on Liberian diamond exports on 27 April, applauding the government’s ongoing efforts to implement the international certification scheme known as the Kimberly Process. But government must first be able to apply the certification process to ensure that diamonds never again fuel conflict in the region.

Trafficking in diamonds and other natural resources in Liberia and neighbouring Sierra Leone was seen as fuelling those countries' civil wars in the 1990s. This is the basis for the story line in “Blood Diamond,” a very entertaining film, albeit a bit factually stretched.
Starvest Transaction in Own Shares

RNS Number:3401Y
Starvest PLC
14 June 2007



Starvest plc

Purchase of own shares

Starvest plc (the "Company") announces that on 13 June 2007, the Company
purchased through its broker, Simple Investments, 200,000 Ordinary shares of 1p
each in the issued share capital of the Company at a price of 30 pence per
Ordinary share. These Ordinary shares are to be held as treasury stock.

Following the above purchase, the Company holds 950,000 Ordinary shares in
treasury and the total issued share capital of the Company less treasury shares
is 36,267,259 Ordinary shares.

This purchase was made pursuant to the authority granted by Shareholders at the
Company's annual general meeting held on 12 December 2006. To date, 950,000
Ordinary shares have been purchased under this authority.



Enquiries to

Bruce Rowan, Chairman 020 7486 3997 or
John Watkins, Finance Director 01483 771992; john@starvest.co.uk

Gerry Beaney or Colin Aaronson, Grant Thornton Corporate Finance 020 7383 5100

14 June 2007
betrifft SVE Beteiligung:

June 18, 2007
Brazilian Diamonds Gets Ready to Start Testing One Of Its Kimberlites

By Rob Davies

Brazil is a little odd as a diamond producing country in that none of its diamonds come from kimberlite mines. The country has plenty of alluvial mines extracting diamonds that have clearly come from kimberlites but Paul Ensor from the company confirms that as yet no miner is digging them up from their primary source. Brazilian Diamonds hoped to be the one that broke the mould when it purchased the Canastra kimberlite from De Beers in 2001. Despite proving that it was diamondiferous it has so far been unable to secure an environmental licence so it remains undeveloped.

Stephen Fabian, the Chief Executive Officer, was able to give Minews some background context to explain the delay. In essence it relates to confusion over the original size of the park where Canastra sits on the boundary. First announced as being 200,000 hectares in 1972 it was only ever formalised at 71,000 hectares but a recent change of government created a new environmental ministry and it is keen to increase the size of the park back to the original proposal. Stephen says this would create numerous problems and he is confident that reason will prevail, the park size will be limited and permission to start processing will finally be given. Once that happens he is ready to begin trial mining and start extracting diamonds that a decade ago were valued at US$130 a carat. The grade was recorded as 0.25 carats a tonne and Stephen thinks that would be a viable operation for five years, especially as all the infrastructure is in place and no stripping is required.

In the immediate future the company’s hopes now rest with the Salvador 1 kimberlite, also purchased from De Beers, but more recently in 2006. It was discovered in the 1990s and diamonds, both micro and macro, were recovered from nine of ten large diameter drill holes. The total yield from the 133 tonnes processed was 1.67 carats giving a grade of 1.3 carats per hundred tonnes. In the programme about to start the company is aiming to take samples of 640 cubic metres from each of six test pits down to a maximum depth of 11 metres. Analysis of the samples will be made at the company’s own laboratory in Patos de Minas which is certified to ISO 17025 for indicator minerals and fine diamond analysis.

Early results from the first two test pits, where the kimberlite is already visible, should be available by the end of the third quarter. At its Regis prospect the company has completed its Phase 11 drilling programme to define the twenty hectare central zone. Six holes totalling 1,738 metres were drilled to narrow down the target area from the 120 hectares of surface expression. In the process 129 micro-diamonds were recovered from drill hole no 1 and 20 from hole no 2. Results from all six are expected by the middle of 2007 and Stephen hopes better understanding of the phases will enable them to concentrate the exploration programme.

While Brazilian Diamonds is hoping to be the first kimberlite diamond miner in Brazil it has not neglected the traditional alluvial extraction route. On the Santa Antonio river it is developing the Santa Antonio do Bonito (SAB) property in a joint venture with CODEMIG. This 7,600 hectare property stretches along 22 kilometres of the river and the first three test pits have already yielded 31 diamonds weighing 19.38 carats. The largest at 5.92 carats was valued at US$45,000 and the results of C$1million feasibility study are due later this year.

Stephen’s view is that the best option is go for a smaller, higher grade mining operation to concentrate on the higher value stones. In contrast its partner wants a more traditional dredging operation to recover all the smaller stones in the finer sands. Either way, it is clear that the area is highly prospective. Capitalised at C$34million Brazilian Diamonds does not have a lot of expectation built into the share price of 8p. Indeed, Paul says that much of the share price’s recent history reflects the variations in opinions over Canastra. Nevertheless, the other projects look promising and there is often scope for surprise when there is not much factored into a valuation.
betrifft SVE Beteiligung:


betrifft SVE Beteiligung


News - Warrants and IR Firm Appointed

Franconia Receives Cdn$4.2 Million From Warrant Exercises


Investor Relations Firm Engaged in US

SPOKANE, WASHINGTON, Jun 21, 2007 (MARKET WIRE via COMTEX News Network) --
FRANCONIA MINERALS CORPORATION (TSX VENTURE: FRA) ("Franconia" or the "Company") is pleased to announce that, pursuant to the terms of a non-brokered private placement (see Franconia press release of November 21, 2006) and in response to the Company's notice that the weighted average price of the common shares on the TSX Venture Exchange has been equal to or greater than Cdn$3.00 for a period of 15 consecutive trading days, all warrant holders from the private placement have now exercised their right to convert their warrants into the Company's common shares. The Company has received total proceeds of Cdn$4,218,930 and issued 2,281,043 new common shares from Treasury in exchange for these warrants.

Investor Relations Firm Engaged in US

Franconia has engaged a specialist investor relations firm in the United States to provide consulting services including investor relations and shareholder communications.

EVC Group, Inc, through the firm's offices in New York City and San Francisco, will assist the company in gaining increased exposure to investors, primarily in the United States by providing strategic advisory services, financial community targeting and marketing and financial media relations. The services agreement with EVC is for an initial term of six months at a monthly fee of US$10,000 per month and will subsequently continue on a month-to-month basis.

Franconia Minerals Corporation is an exploration and development company focused on large-scale platinum group metals (PGM) and base metals projects in the continental United States. Franconia's most advanced property is the Birch Lake copper-nickel-PGM in the Duluth Complex, northern Minnesota.

Franconia Minerals Corporation trades on the TSX-V under the symbol FRA. (For additional information see www.franconiaminerals.com.) Following the issuance of share on the exercise of the warrants as above, the Company has 57,629,774 shares issued and outstanding.

Brian Gavin, President

FORWARD-LOOKING STATEMENT: Although Franconia Minerals Corporation believes many of its properties have promising potential, its properties are in the exploration stage and none have yet been shown to contain proven or probable mineral reserves. There can be no assurance that such reserves will be identified on any property, or that, if identified, any mineralization may be economically extracted.

THE TSX VENTURE EXCHANGE HAS NOT REVIEWED AND DOES NOT ACCEPT RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.

FRA.TSX
Die Financials können sich sehen lassen...alles sehr gesund :)
http://www.advfn.com/p.php?pid=ukfinancials&symbol=L%5ESVE

News

02 July 2007
Total Voting Rights

In conformity with the Transparency Directive's transitional provision 6, the
Company notifies the market of the following:

As at the date of this announcement, the Company's issued share capital consists
of 37,217,259 Ordinary shares with a nominal value of 1p each ("Ordinary Shares
"), with voting rights. The Company holds 950,000 Ordinary Shares in Treasury.

Therefore, the total number of Ordinary Shares with voting rights is 36,267,259.

The above figure of 36,267,259 Ordinary Shares may be used by shareholders in
the Company as the denominator for the calculations by which they will determine
if they are required to notify their interest in, or change in their interest in
the share capital of the capital of the Company under the FSA's Disclosure and
Transparency Rules.


....................................................



Starvest Quarterly update

RNS Number:4458Z
Starvest PLC
02 July 2007

Starvest plc

Net asset value at 30 June 2007

The Directors report a 25% increase of #3.8m in the value of the Starvest
portfolio since 31 March 2007, the date of the last quarterly update.

The net asset value based on mid-market closing prices on Friday 29 June 2007
was #19.2m, which equates to 47.4 pence per share, an increase of 9.7 pence per
share since 31 March. All values are calculated on a fully diluted pre tax
basis, except that a full tax provision has been made on realised trading
profits.

During the quarter, the Starvest share price has risen from 26.5 pence to close
at 31.75 pence; the discount to net asset value at 30 June 2007 was 33%.

Interim statement

The Directors plan to issue a nine month interim statement on 12 July 2007.
Wohin soll denn die Reise gehn..wohin, sag wohin, ja wohin....:rolleyes:


"
kleines Fazit aus dem ADVFN Board

Zitat:
Latest NAV figure is out - 47.4p/share as of Friday 29 June, which they say was a 33% discount to the latest share price of 31.75p.
Of course, for the share price to rise to 47.4p (from 31.75p) it would need to advance by almost 50%.

Note that this is still without taking into account tax on unrealised gains.
Having said that, with the Afplats transaction closed and plenty of post-tax cash in hand, tax on unrealised gains won't have quite as significant an impact as it has in the past. (And of course, we don't pay tax till we realise, so we enjoy the leverage of a 47.4p/share NAV even if in the end tax is payable.)"
betrifft SVE Beteiligung

Brazilian Diamonds Limited
13 July 2007



BRAZILIAN DIAMONDS LIMITED

APPOINTMENT OF COMPANY PRESIDENT, GRANTS OF OPTIONS AND DIRECTOR RETIREMENT


The Directors of Brazilian Diamonds Limited ('Brazilian Diamonds' or 'the
Company') BDY:TSX/AIM are pleased to announce that Mr. Homero Braz Silva has
been appointed to the position of President of the Company with effect from 16
July 2007.

Mr. Silva is a highly respected geologist with more than 30 years of domestic
and international experience in diamond exploration with De Beers in South
America, Canada, Africa and Russia was until recently the Operations Manager for
De Beers in South America.

During his time with De Beers, Mr. Silva has been involved in all aspects of
diamond exploration and production, including the discovery of kimberlite
provinces in North, Centre West and Northeast Brazil and Bolivia, Venezuela and
Gabon.

As a consequence of his roles with De Beers, Mr. Silva has extensive experience
in corporate and project management, governmental relations and environmental
licensing which well qualify Mr. Silva to assume responsibility for the overall
management of the Company's operations and exploration activities in Brazil.

The Chairman of Brazilian Diamonds, Mr Kenneth Judge said today 'We are
delighted to have Homero Silva accept this important appointment and look
forward to his considerable practical experience and strong technical background
assisting our team of professionals to advance our exploration efforts in
Brazil. Homero has been known to us for many years and already has an intimate
knowledge of our portfolio as he was involved in the discovery of a number of
our most important projects. We expect Homero's skill and experience to be a
tremendous boost to the team of talented professionals we have already working
with us in Brazil.'

Homero Silva commented 'I am very pleased to have been asked to lead the team of
talented professionals working with Brazilian Diamonds, many of whom were
colleagues of mine at De Beers. I think Brazilian Diamonds has assembled a
quality portfolio of advanced projects including the Canastra 1 and Salvador 1
kimberlite projects, both of which I know well from my time at De Beers. I look
forward to helping the Company progress these and a number of other promising
projects within the portfolio.'

As a part of the terms of his engagement, Mr. Silva, who is not joining the
board of the Company at this time, has been awarded options over 2,000,000
shares in the Company at an exercise price of Can$0.25 which will vest over the
next two years. In addition, 2,325,000 options have been allotted to certain
members of the Board and management of the Company in accordance with the terms
of the Company's shareholder approved Option Plan. These options are
exercisable on or before 12 July 2012 at a price of Can$0.25 per share. The
options granted to Board members are set out below:


Director Number of new options granted

David Cowan 150,000
Francis Johnstone 150,000
Roger Morton 150,000
Mike Byron 300,000



The Company also announces that Glenn Brown has retired as a Director of
Brazilian Diamonds with effect from the AGM held on 7 June 2007 where he did not
stand for re-election.


Editors' Note:

Brazilian Diamonds is a leading Brazil-based exploration company focused on the
discovery of kimberlites on its extensive portfolio of properties in the States
of Minas Gerais and Bahia, with the goal of becoming a significant producer of
diamonds.

The Company is awaiting final approval before commencing the environmental
licensing process for development of the Canastra 1 kimberlite body for which
mine feasibility work has already been completed and the required Mines
Department approvals are already in place. It is intended to bring Canastra 1
into production once the environmental licensing process is completed.

The Company's Salvador diamond project in Bahia includes the diamondiferous
Salvador 1 kimberlite. This project was acquired from De Beers which retains a
right to reacquire up to 40% of any kimberlite found on the Salvador properties
which is confirmed to contain more that 200 carats of diamonds.

The Company has a fully operational diamond separation/analysis laboratory at
Patos de Minas, Minas Gerais which is strategically located near its properties
in the Santo Antonio and Coromandel areas. The Company has a highly experienced
team including four geologists located at the Company's facilities in Brazil.

The Company's strategy for non-core activities on its properties is to form
joint ventures. A Cdn$1,000,000 feasibility study is underway for a joint
venture for the mining of alluvial diamonds on its properties in the Santo
Antonio river drainage. The joint venture involves two important Brazilian
companies: CODEMIG, the state owned mining development organization and
Mineracao Rio Novo Ltda., a wholly owned subsidiary of Andrade Gutierrez SA, one
of Brazil's largest civil engineering firms and an existing large scale, dredge
based producer of alluvial diamonds.



For further information refer to the Company's website www.braziliandiamonds.com
or contact:


Brazilian Diamonds Limited
Ken Judge, Chairman + 44 7733 001 002
Stephen Fabian, CEO + 55 31 8814 5111

Investor Relations
Europe + 44 207 590 5503
North America 1-866-689-2599
Hanson Westhouse Limited (Nomad to the Company) + 44 113 246 2610
Tim Feather/Matthew Johnson

Teather & Greenwood Limited (Broker to the Company) + 44 207 426 9000
Tom Hulme
Date : 30/07/2007 @ 11:07
Source : TFN
Stock : Beowulf Mining (BEM)
Quote : 4.625 0.0 (0.00%) @ 08:53
<< Back Quote Chart Trades Level2


Beowulf Mining to raise 250,000 stg via convertible loan

LONDON (Thomson Financial) - Beowulf Mining PLC said it has signed a 250,000
stg convertible loan agreement with Starvest PLC to expand its exploration
projects in Northern Sweden this year, especially the Ruoutevare iron ore
project.
The copper, gold and uranium explorer said the loan, which bears an interest
rate of 4 pct per year, is convertible in to new shares of Beowulf at 4 pence a
share at any time prior to July 31, 2012 at the option of Starvest
.
TFN.newsdesk@thomson.com
Oracle Coalfields plc - Admission to PLUS


02/08/2007

ORACLE COALFIELDS PLC

ADMISSION TO PLUS

The Directors of Oracle Coalfields Plc ("the Company") are pleased to announce
that its entire issued Ordinary Share capital has today been admitted to
trading on PLUS.

ADMISSION DETAILS
Type of Issue: Introduction
Sector Classification: Mining (other mineral extractors and mines)
Number of Ordinary Shares in issue: 105,000,000
Par Value: Ordinary Shares of 0.1p each
Expected start price on PLUS: 3 pence per share
Market Capitalisation on Admission GBP3,150,000
Corporate Adviser: St Helen's Capital Plc

Andrew Neubauer 20,000,000 19.05% -

*Starvest Plc 20,000,000 19.05% -

*Sunvest Corporation Ltd 20,000,000 19.05% -

Bruce Rowan 10,000,000 9.52% 6,000,000

http://www.plusmarketsgroup.com/story.shtml?ISIN=GB00B23JN42…
SVE - Beteiligung

Zitat
1 August 2007


Vancouver-based Brazilian Diamonds Limited has recovered a total of 120 diamonds from seven samples collected from the company’s wholly owned Salvador 1 kimberlite in Brazil’s central Bahia State.

The seven samples weighed a total of 6.58 tonnes and include an initial 580 kg sample collected by Brazilian Diamonds in late 2006, shortly after the property was acquired from De Beers. That initial sample yielded nine diamonds, the largest weighing 0.52 carats.

Of the six additional samples that were collected during May of this year, 54 diamonds were recovered from the first three samples in July and a further 57 diamonds have now been recovered from the last three samples.

In order to better assess the diamond potential of its property, the company is now preparing to collect six larger samples of ore from different parts of the Salvador 1 kimberlite, which is a six hectare body. Permits to conduct the sampling is expected to be completed within two months’ time and the plant is currently being mobilized to the site. Brazilian Diamonds expects the results from the first of these test pits in the fourth quarter of 2007.
Starvest Purchase of Own Shares

RNS Number:2336C
Starvest PLC
16 August 2007

Purchase of own shares

Starvest plc (the "Company") announces that on 15 August 2007, the Company
purchased through its broker, Simple Investments, 75,000 Ordinary shares of 1p
each in the issued share capital of the Company at a price of 32 pence per
Ordinary share. These Ordinary shares are to be held as treasury stock.



Following the above purchase, the Company holds 1,425,000 Ordinary shares in
treasury and the total issued share capital of the Company less treasury shares
is 35,792,259 Ordinary shares.

This purchase was made pursuant to the authority granted by Shareholders at the
Company's annual general meeting held on 12 December 2006. To date 1,425,000
Ordinary shares have been purchased under this authority.



:)
RNS Number:4602C
Starvest PLC
20 August 2007

Purchase of own shares

Starvest plc (the "Company") announces that on 17 August 2007, the Company
purchased through its broker, Simple Investments, 325,000 Ordinary shares of 1p
each in the issued share capital of the Company at a price of 32 pence per
Ordinary share. These Ordinary shares are to be held as treasury stock.

Following the above purchase, the Company holds 2,050,000 Ordinary shares in
treasury and the total issued share capital of the Company less treasury shares
is 35,167,259 Ordinary shares.

This purchase was made pursuant to the authority granted by Shareholders at the
Company's annual general meeting held on 12 December 2006. To date 2,050,000
Ordinary shares have been purchased under this authority.

Enquiries to

Bruce Rowan, Chairman 020 7486 3997 or John Watkins, Finance Director 01483
771992; john@starvest.co.uk

Gerry Beaney, Grant Thornton Corporate Finance 020 7383 5100[/quote]
...................................................................
RNS Number:4963C
Starvest PLC
20 August 2007

NOTIFICATION OF INTEREST IN TOTAL VOTING RIGHTS

A form TR-1 containing the following information has been received by the
Company.

TR-1 notification of major interests in shares

1. Identity of the issuer or the underlying issuer of existing shares to which
voting rights are attached:
STARVEST PLC

2. Reason for the notification
An acquisition of voting rights



3. Full name of person(s) subject to the notification obligation:
Barclays Plc

4. Full name of shareholder(s) (if different from 3):
Barclays Stockbrokers Ltd
Gerrard Investment Management Ltd

5.Date of the transaction (and date on which the threshold
is crossed or reached if different):
16 August 2007

6. Date on which issuer notified:
17 August 2007

7. Threshold(s) that is/are crossed or reached:
15%

8. Notified details:
A: Voting rights attached to shares
Class/type of Situation previous to Resulting situation after the triggering transaction(1)
shares the Triggering
transaction
if possible Number of Number of Number of Number of voting rights % of voting rights
using the ISIN Shares Voting shares
CODE Rights Direct Direct Indirect Direct Indirect
GB0009619817 5,352,664 5,352,664 5,379692 N/A 5,379,692 N/A 15.03%



B: Financial Instruments
Resulting situation after the triggering transaction
Type of financial Expiration date Exercise/ Conversion Number of voting rights % of voting
instrument Period/ Date that may be acquired if rights
the instrument is
exercised/ converted.
N/A N/A N/A N/A N/A

Total (A+B)
Number of voting rights % of voting rights
5,379,692 15.03%

9. Chain of controlled undertakings through which the voting rights and/or the
financial instruments are effectively held, if applicable:
Barclays Stockbrokers Ltd
Gerrard Investment Management Ltd

Proxy Voting:

10. Name of the Proxy holder:
n/a
11. Number of voting rights proxy holder will cease to hold:
n/a
12. Date on which proxy holder cease to hold voting rights:
n/a

13. Additional information:
n/a.
Die Starvest-Website

www.starvest.co.uk

ist aus bestimmten Subnetzen in D-Land einfach nicht zu erreichen.
Habe bei der Telekom angerufen, deren Support kam drauf...

Abhilfe für die, welche Probleme haben:

Einen Webproxy aufrufen, z.B. http://www.nsfwproxy.com/
in die untere lila Zeile die Starvest Domain eingeben und dann gelangt man zur Homepage.

Habe mal die Buy-backs gecaptured:

Aktuelle MK vs. NAV

sieht auch trotz der letzten globalen Finanz-Krise sehr attraktiv aus.

Starvest Net Asset Value(s)

RNS Number:9114E
Starvest PLC
01 October 2007

RNS Announcement: Monday 1 October 2007


Net asset value update at 30 September 2007

The Directors are pleased to report the net asset value of the Company's
portfolio at 30 September 2007. The values are based on the lower of mid-market
closing prices or directors' valuation and show:

* Company net asset value pre tax: #15m

* Net asset value per share before tax on unrealised profits: 38.45 pence per
share, fully diluted

* Share price: 29.75 pence

* Share price discount to NAV: 22.63%

* Market capitalisation: #10.4m

In common with the small-cap natural resources market in which Starvest is
largely invested, the portfolio value has declined in the last quarter from
#19.2m at 30 June but is broadly similar to the value of #15.4m at 30 March
2007. The Starvest portfolio experienced a similar fall in the summer of 2006.
However, the net asset value of #15 million which is calculated after making a
full provision for tax amounting to #1.5m on the profits taken during the year,
shows a 30% increase since 30 September 2006 when the value was #11.5m.

The share price has shown a 75% increase in the year from 17 pence at 30
September 2006.

During the past quarter, Starvest has added investments in two mineral
exploration ventures, Ariana Resources plc and Treslow Limited, as well as an
investment in Guild Acquisitions plc. In addition, Starvest has added to its
investments in Agricola Resources plc, Belmore Resources (Holdings) plc and
Beowulf Mining plc and has had its investment in the Durango gold project in
Mexico returned to it.

Notwithstanding the decline in the net asset value, the Board remains satisfied
with the Company's spread of investments of which twenty-four are in the natural
resource sector. As these companies execute their exploration plans, the Board
is confident of a recovery in the market. The remaining six investee companies
are in other business sectors.

The Board expects to announce the Company's results for the year to 30 September
2007 before the end of October. The annual report, expected to be published by
mid November, will contain a commentary on each of the investments held.

Enquiries to:

* Bruce Rowan, telephone 07956 941503
* John Watkins, telephone 01483 771992, or to john@starvest.co.uk
* Gerry Beaney or Colin Aaronson, Grant Thornton Corporate Finance,
telephone 020 7383 5100

1 October 2007

END
Mal ein paar Fragen:

@ XIO
-Wolltest Du nicht zu Fundy Minerals einen Thread eröffnen?

-dann, kann mir jemand sagen, wo +wie Oracle Coalfields plc
handelbar sind -ich finde da gar nichts.

-Und, liegt der aktuelle NAV von Starvest immernoch
deutlich über der aktuellen Marktkapitalisierung?
Täte mich einfach mal so interessieren.

Für wen es nicht immer der nächste angehende Major sein
muss -da sind wohl schon ein paar interessante Sachen
im Portfolio dabei.

(Beteiligungsunternehmen finde ich ja schon gut
-aber sowas ist noch viel viel besser!!)


Popeye
Antwort auf Beitrag Nr.: 32.474.309 von Popeye82 am 18.11.07 21:55:48hab einen aufgemacht: http://www.wallstreet-online.de/community/thread/1130145-1.h…, aber derzeit passiert nichts, wo man partizipieren kann... ziemlich geschlossene gesellschaft.
hab an SVE wegen Fundy gemailt und der john watkins hat mir die fundy interims results geschickt und das hier:



evtl jetzt auch auf der fundy homepage zu finden
Starvest Purchase of Own Shares

RNS Number:3646I
Starvest PLC
23 November 2007

Purchase of own shares

Starvest plc (the "Company") announces that on 22 November 2007, the Company
purchased through its broker, Simple Investments, a total of 250,000 Ordinary
shares of 1p each in the issued share capital of the Company; 100,000 were at a
price of 29.25 pence per Ordinary share and 150,000 at a price of 29 pence per
share. These Ordinary shares are to be held as treasury stock.

Following the above purchase, the Company holds 2,300,000 Ordinary shares in
treasury and the total issued share capital of the Company less treasury shares
is 34,917,259 Ordinary shares.

This purchase was made pursuant to the authority granted by Shareholders at the
Company's annual general meeting held on 12 December 2006. To date 2,300,000
Ordinary shares have been purchased under this authority.
hehe.... coole Sache, da brauch ich ja gar nicht erst in Ariana rein zugehen ;)



Ariana Resources says Starvest lifts stake in co to 12.98 pct

LONDON (Thomson Financial) - Ariana Resources PLC, the gold exploration
company focused on Turkey, said investment fund Starvest PLC has lifted its
stake to about 9.26 mln shares, or about 12.98 pct in the company.
Weiss nicht, ob schon mal angeführt,
aber ich hab das grad gesehen:

"The Company has authority granted by Shareholders at the 2006 AGM and renewed at the 2007 AGM to buy back up to 5,600,000 of its own shares. The Company has made the following purchases:

16 January 2007 500,000 shares @ 17 pence
29 May 2007 250,000 shares @ 30 pence
13 June 2007 200,000 shares @ 30 pence
3 August 2007 150,000 shares @ 32 pence
9 August 2007 100,000 shares @ 32 pence
10 August 2007 100,000 shares @ 32 pence
13 August 2007 50,000 shares @ 32 pence
15 August 2007 75,000 shares @ 32 pence
16 August 2007 300,000 shares @ 32 pence
17 August 2007 325,000 shares @ 32 pence
22 November 2007 250,000 shares @ 29.1 pence

Total held in treasury 2,300,000 as at 31 December 2007"

Über den Daumen gepeilt könnte man ja etwa festhalten, daß die
die letzten 12 Monate ziemlich viele eigene Shares zu im
Mittel etwa 0,45E zurückgekauft haben.

Wenn das keine vielversprechende Basis ist! :)

Der Abschlag zum NAV scheint mir ja ziemlich immens
-vor allem recht kontinuierlich über eine längere Zeit.
Antwort auf Beitrag Nr.: 33.020.891 von Popeye82 am 11.01.08 15:31:58heutee gabs dividende.. für mich das 2. mal
Antwort auf Beitrag Nr.: 33.021.449 von XIO am 11.01.08 16:06:49für mich auch

ganze 20 euro :D
Antwort auf Beitrag Nr.: 33.084.384 von XIO am 17.01.08 17:07:22bin zur Zeit mit SVE in den Miesen, der globalen Krise sei Dank :rolleyes:

aber es gibt gute Gründe, hier zu investieren:


RNS Number:3094R
Starvest PLC
01 April 2008

Net asset value update at 31 March 2008

The past three months have continued to be challenging; especially has this been
so during the last month when market sentiment and small volume selling have
adversely impacted the share prices of most of the companies in which Starvest
is invested. The overall asset valuation has fallen to the level declared at 30
September 2006, although the tax base has increased substantially given the
£1.5m tax liability for the year to 30 September 2007.

More importantly, the Board continues to be well satisfied with the investments
currently held and has confidence that, as market conditions improve, the prices
will recover. This is particularly true of the majority of investee companies
with mineral exploration activities; these continue to make advances in their
discoveries of minerals in high demand by emerging economies.

The share price discount to net asset value has widened to 45%, a level of
discount not seen since the first quarter of 2007
.
Antwort auf Beitrag Nr.: 31.343.882 von XIO am 30.08.07 16:15:39

Hast Du eigentlich aus Deren Beteiligungsportfolio
irgendwelche speziellen Favoriten?

P:cool:peye
Antwort auf Beitrag Nr.: 34.229.918 von Popeye82 am 03.06.08 19:50:19nö, ich vertrau auf den mix

news zu brasilian diamonds:

Brazilian Diamonds continues big dig

2008-05-30 14:41 ET - Street Wire

by Will Purcell

Brazilian Diamonds Ltd. is nearing the halfway mark at its dig into the Salvador-1 kimberlite in Bahia, Brazil. The company is making good progress with what will be a bulk sample from six separate sites on the big pipe, but the processing is lagging the mining of the rock. The company is hoping for better grades than earlier small tests delivered and the company's chairman, Ken Judge, says there are encouraging signs. Shareholders will give him a loud cheer if he is right. Brazilian's shares have been sinking steadily since they hit a 90-cent high late in 2003. They now go for less than a dime.

The test

Mr. Judge said the third Salvador pit was nearly complete and Brazilian would be starting the fourth test shortly. The company plans to pull approximately 1,300 tonnes from each of six pits, for a cumulative test weighing about 8,000 tonnes. That should be enough rock to yield a representative diamond parcel for an initial valuation. If not, a lower grade than expected will likely kill the play.

Mr. Judge thinks that at least a part of the pipe will yield a worthwhile diamond grade. He said the pits completed so far were showing Salvador-1 contains several different phases of kimberlite, and each appears to have different diamond populations. "If we can establish a higher grade of a certain phase, that is what we will be targeting for bulk testing on a larger scale," he added.

Although Salvador-1 lies in one of the drier parts of Brazil, the Bahia region does experience a rainy season that normally runs from November through March. The downpours can be more than an annoyance to miners trying to dig deep holes into kimberlites, which are usually lower than the surrounding terrain.

As well, the heavy mining equipment loosens the earth above the pipes and the rains turn the dirt to a thick mud. Moving about in the goop can be impossible at times, but the company got a head start on the rains and was able to dig fast enough despite the occasional flood to keep ahead of the processing. That was not a great challenge, as Mr. Judge said getting results back from the lab was going far slower than hoped.

The multiple phases of kimberlite encountered are a part of the problem. As well, some of the rock is harder than expected, which is posing some crushing and liberation problems. The company needed some plant modifications to adjust for the tough kimberlite. Nevertheless, Mr. Judge said Brazilian should be able to roll out its first results in about a month.

The encouragement

Mr. Judge said Brazilian's grade requirement would depend on the quality of the diamonds, but as a rule of thumb, the company would consider a grade of about 0.25 carat per tonne to be "a nice sweet spot." So far, he said the quality of the Salvador-1 gems appears sufficient to support a mine with such a grade, and possibly lower than 0.2 carat per tonne.

Brazilian has results from a few small tests taken from the top of its first pit. So far, 251 tonnes of rock produced 55 diamonds with a total weight of 6.96 carats. That works out to just 0.027 carat per tonne. This grade is dismal, but the average diamond weight of 0.127 carat suggests a coarse size distribution profile. The largest gem so far weighed an encouraging 2.65 carats.

The company thinks it will find better grades in deeper parts of the pipe. Some of the company's early tests offered hope including a 580-kilogram test that produced a one-half carat diamond. Mr. Judge said he is optimistic that at least one-half of the kimberlite in Salvador-1 will yield a commercially economic rock value. As a result, the fate of the big pipe will come down to the individual grades of each phase, not the average result.

Brazilian Diamonds closed unchanged at eight cents Thursday on 4,600 shares.
Antwort auf Beitrag Nr.: 34.229.918 von Popeye82 am 03.06.08 19:50:19ich halte aus dem starvest portfolio regency mines
Net asset value update at 30 September 2008 - Oct 1, 2008
www.starvest.co.uk/announcments.html

"The Directors report the net asset value of the Company’s portfolio at 30 September 2008. The values are based on closing bid prices or directors’ lower valuation where it is considered necessary and show:

• Investment portfolio net asset value pre tax: £6.44m
• Company net asset value pre tax: £4.8m
• Net asset value per share before tax on unrealised profits: 13.18 pence per share, fully diluted , but excluding under water options
• Closing share price: 12.25 pence
• Share price discount to net asset value: 7.05%
• Market capitalisation: £4.28m

Against the background of the current turmoil in world markets and in common with the small-cap natural resources market in which Starvest is largely invested, the portfolio value has continued to decline in the last quarter and therefore shows a significant loss compared with the value of £15.1m at 30 September 2007. Overall, unrealised losses are matched by unrealised profits on other investments.

The Board expects to announce the Company’s results for the year to 30 September 2008 before the end of October and to publish the annual report by mid November. This will contain a commentary on the overall investment portfolio performance, on each of the investments held as well as some thoughts for the future.

Enquiries to:
Bruce Rowan, Chairman 07956 941503 or
John Watkins, Finance Director 01483 771992; john@starvest.co.uk

Gerry Beaney or Colin Aaronson, Grant Thornton Corporate Finance 020 7383 5100"
Sehr geehrter Wallstreet-online Nutzer,
Hallo,

für eine aktuelle Diskussion enthistorisieren wir diesen Thread.

MfG MaatMOD


Das SVE-Portfolio müsste u.a. durch Reegency Mines, Red Rock und Ariana Res. mittlwerweile ganz ordentlich aufgewertet sein.

Kurs wiedr auf 12 :)
Investment Performance
Chairman?s update for shareholders ? 7 January 2010

The Starvest investment performance since 30 September 2009 has been mixed.
Net of debt, the Company net asset value has declined by 4.5% during the three
months to 31 December 2009. However:

* the closing share price at 7.0 pence, indicates a discount to net asset
value of 34%
;
* investment sales have realised GBP416,525 with a gross profit of GBP210,326;
* the bank overdraft has been reduced below GBP300,000;

Starvest uses closing bid prices or the Directors? lower valuation, if deemed
appropriate.

Company statistics


31 December 30 September 30 June 2009 31 December
2009 2009 2008

Trading portfolio GBP4.17m GBP4.72m GBP4.3m GBP3.92m
value

Company asset value GBP3.84m GBP4.02m GBP3.62m GBP3.23m
net of debt

Net asset value ?
fully diluted per 10.59 pence 11.08 pence 10.01 pence 8.98 pence
share

Share price - mid 7.0 pence 11.75 pence 9.5 pence 6 pence

Share price discount
to fully diluted net 34% 6% premium 5% 33%
asset value

Market GBP2.44m GBP4.1m GBP3.31m GBP2.09m
capitalisation


The next valuation will be as at 31 March 2010, the end of the half year. An
interim statement is expected to be released during April 2010.


R Bruce Rowan

Chairman & Chief Executive
An alle Boardteilnehmer,

in diesem Thread kann nun wieder diskutiert werden.

MFG
JMauersberger
Monday 11 October 2010



Net asset value update - 8 October 2010

The Starvest investment performance since 30 September 2009 has been mixed.

During the year ended 30 September 2010, net of debt, the Company net asset
value appreciated by 4.2% closing at £4.19m. However, during the ten months to
end July 2010, market conditions were very tough, especially for junior mineral
exploration companies many of which struggled to raise necessary cash. The low
point was at the end of July since when a 75% recovery has transformed the
portfolio. The facts at the 30 September and on 8 October 2010 were as follows:

 30 September 2010 8 October 2010 30 September 2009

Trading portfolio value £4.57m £4.82m £4.72m

Company asset value net of £4.19m £4.42m £4.02m
debt

Net asset value - fully 11.28 pence 11.91 pence 10.72 pence
diluted per share

Share price - mid 7.75 pence 8.75 pence 11.75 pence

Share price discount to fully 31.3% 26.56% 9% premium
diluted net asset value


Market capitalisation £2.84m £3.21m £4.1m



The next valuation will be as at 31 December 2010, or earlier if values change
significantly.

R Bruce Rowan

Chairman & Chief Executive

11 October 2010
Antwort auf Beitrag Nr.: 40.562.027 von XIO am 21.11.10 16:54:02warum das NAV so wichtig ist:

















Heute ordentlich Betrieb im SVE ADVFN Board.
Werde den Kursverlauf nutzen, mich bei Gelegenheit ganz passabel zu verabschieden,...wenn es noch weiter so geht.
Tuesday 23 November 2010



Net asset value update - 22 November 2010

Since the Company issued its annual report for the year ended 30 September
2010, the portfolio performance has been such that an interim valuation update
is deemed appropriate.

22 November 2010 30 September 2010 Change
%

Trading portfolio value �GBP9.35m �GBP4.57m 104%

Company asset value net of debt �GBP9.37m �GBP4.19m 122%

Net asset value - fully diluted per 25.09 pence 11.28 pence 122%
share

Share price - mid 14.75 pence 7.75 pence 90%

Share price discount to fully diluted 41.20% 31.3%
net asset value

Market capitalisation �GBP4.95m �GBP2.84m 74%



Unless otherwise stated, all valuations are based on the closing market bid
prices or lower directors' valuation as described in the 2010 annual report.

The next valuation update will be as at 10 December 2010, or earlier if values
change significantly.

R Bruce Rowan

Chairman & Chief Executive

23 November 2010
Net asset value update - 10 December 2010

In preparation for the Company's Annual General Meeting to be held at 3.00 pm
today, as previously announced, the following is a brief update of the Company's
performance and portfolio value as at the close of business on 10 December 2010.

10 December 2010 30 September 2010 Change
%

Trading portfolio value �GBP9.10m �GBP4.57m 99%

Company asset value net of debt �GBP8.96m �GBP4.19m 113%

Net asset value - fully diluted per 24.01 pence 11.28 pence 113%
share


Share price - mid 13.00 pence 7.75 pence 68%

Share price discount to fully diluted 45.8% 31.3%
net asset value

Market capitalisation �GBP4.77m �GBP2.84m 68%
Buy Starvest at 13p says UKMicrocap.com

Starvest (SVE) is an investment vehicle run by small cap mining specialist Bruce Rowan. The investment case is simple. If you want exposure to soaring commodity prices and a company whose shares are trading at a massive discount to net asset value then Starvest is for you!

As at 13th December Starvest's net asset value per share was 24.01p. This had rocketed from 11.28p at the end of September due to a stellar performance from a number of its investee companies. That means at the current share price of 13p Starvest shares trade at a huge 46% discount to net assets.

We would expect some kind of discount in the shares to reflect the illiquidity of the companies in which Starvest is invested. But we believe that the current discrepancy is far too much considering the potential that some of the investee firms have and the very strong outlook for commodities. BUY.
Hab heute mein kumuliertes EK-level endlich wieder erreicht

Ur-EK zu 0.26 und ein Nachkauf zu 10 haben die latte auf 16 BPC gelegt.
Bei 20 Cent bin ich raus, wollte eigentlich jetzt schon gehen, aber momentan sieht es ganz nach einem kleinen Run aus, der über die 20 führen könnte.



SVE-Performance im Vergleich mit einigen Portfolio-Stocks:

hehe,, und Zack . Schon mal über 200.000 Shares Umsatz.. eine Seltenheit
Un da ist ein NAV Update:

31 December 2010 30 September 2010 Change
%

Trading portfolio value �GBP10.32m �GBP4.57m 125%

Company asset value net of debt �GBP10.44m �GBP4.19m 149%

Net asset value - fully diluted per 25.89 pence 11.28 pence 129%
share

Share price - mid 17.00 pence 7.75 pence 119%

Share price discount to fully diluted 34.3% 31.3%
net asset value

Market capitalisation GBP6.24m GBP2.84m 119%


ich hoffe, das nächste Update zum NAV kommt Anfang Februar, bzw SVE täte gut daran, hier die Frequenz etwas zu erhöhen.


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