SEMAFO - Goldproduzent glänzt mit sehr guten Aussichten - 500 Beiträge pro Seite

[Martin12345]

Welcome to Semafo.

Semafo is a Canadian-based mining company with gold production and exploration activities comprised of three gold mines in the countries of Burkina Faso, Niger and Guinea, West Africa.

In 2007, gold production at the Kiniero mine in Guinea and Samira Hill mine in Niger totaled 106,400 ounces, an increase of 12% over 2006. In order to take into account the Mana mine start-up, total production targets have been increased by 60%, to between 165,000 and 185,000 ounces for 2008.

The first gold pour at our Mana mine in Burkina Faso took place on March 31, 2008. This gold pour marks the third time the Company has successfully brought a West African gold project into production.

At Semafo, good governance goes beyond corporate practices. It extends to the communities in West Africa where our commitment to social, environmental and economic development is fundamental to the continued success of our organization.

Our organization’s success is due, in large part, to the dedication and contributions of our more than 1,700 employees. Semafo maintains a strong commitment to sustainable social development through local training and employment initiatives.



Präsentation Juni 2008:http://www.semafo.com/download/June2008.pdf


Jahreschart:





Realtime:

[Martin12345]

Semafo Declares Commercial Production at Mana Gold Mine


SEMAFO TSX-SMF
MONTREAL, June 3 /CNW Telbec/ - SEMAFO (TSX: SMF - News) today reported that its Mana gold mine in Burkina Faso achieved commercial production with the 2,000 tonne-per-day ball mill.


In May, the Mana mine produced 5,000 ounces of gold, bringing the total gold production to date to 9,400 ounces.

"In May, with 88% availability and 98% of designed throughput capacity, the Mana plant processed in excess of 53,000 tonnes of ore," said Benoit Desormeaux, Executive Vice-President and COO. "Installation of the of the 4,000 tonne-per-day ball mill is currently underway, with commissioning scheduled for July."

"We are pleased with the smooth, successful progress at Mana," said Benoit La Salle, President and CEO, "and remain confident that Mana will meet our 2008 production guidance of 60,000 - 70,000 ounces."

About SEMAFO

Semafo is a Canadian-based mining company with gold production and exploration activities in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. Semafo is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining principles and strengthening relationships to increase shareholder value.

FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding expectations of the Company as to the market price of gold, strategic plans, future commercial production, production targets, timetables, mining operating expenses, capital expenditures, and mineral reserve and resource estimates. Forward-looking statements involve known and unknown risks and uncertainties and accordingly, actual results and future events could differ materially from those anticipated in such statements. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include, but are not limited to, fluctuations in the market price of precious metals, mining industry risks, uncertainty as to calculation of mineral reserves and resources, risks related to hedging strategies, risks of delays in construction, requirements of additional financing and other risks described in the Company's documents filed from time to time with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, those assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Annual Information Form of the Company and other filings of the Company with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

[Martin12345]

Semafo reports net earnings of $12.5 million for the first quarter 2008

http://biz.yahoo.com/cnw/080514/e_semafo_q1_results.html?.v=…

[stupidgame]

Antwort auf Beitrag Nr.: 34.229.754 von Martin12345 am 03.06.08 19:34:06

Also die Earnings haben wir in einem anderen Thread schonmal diskutiert. Ein Grossteil davon war ein Einmalgewinn durch Asset-Verkauf.
Man müsste das rausrechnen und die Bewertung dann mit Unternehmen ähnlicher Grösse vergleichen, um einschätzen zu können, wie die aktuell dastehen.

MfG.
s.

[RayNar]

Ah interessant, hab mich auch erst vor ein paar Tagen mit Semafo beschäftigt.

Grobe Rechnung:

Jahr................... 2007 2008 2009 2010
Goldunzen.......... 106 180 250 300
Kosten Goldunze ... 420 420 375 385
Ergebnis.............. 45580 77400 118750 139500

Anzahl Aktien 224000
Kurs 1,34
Marktkap 300160

Gewinn/Aktie ........ 0,2 0,35 0,53 0,62
KGV....................... 6,59 3,88 2,53 2,15
Chance bei KGV=8.. 21,48 106,29 216,5 271,8


Das wäre zumindest mal eine grobe Schätzung, nur ausgehend von der geplanten Produktionsmenge ohne Ressourcen.

Hab etwas von einem Vorverkauf eines Teiles des Goldes gelesen, gibt es sonst noch negative Aspekte?

[stupidgame]

Antwort auf Beitrag Nr.: 34.235.500 von RayNar am 04.06.08 13:41:49

Sie haben so ziemlich alles gehedged, was man kann. Goldpreis, Wechselkurs, Kreditzins. Das kann natürlich bei jedem Quartalsbericht positiv oder negativ zu buche schlagen, je nachdem wo die Hedges stehen.
Man sollte zur Bewertung einzig die Operation Earnings heranziehen.
08-er Gewinn/Aktie von 0,35 halte ich für ziemlich optimistisch. Wie gesagt, ex Einmalgewinne lag der EPS im letzten Quartal - wenn ich das noch richtig im Kopf habe - bei irgendwo zwischen 0,015 und 0,02$ / Aktie.
Ausserdem Länderrisiko Afrika nicht vergessen. (Abschlag zu Nordamerika, Skandinavien oder Australien notwendig)
Halte die Aktie trotzdem nicht für uninteressant - momentan aber nicht für ein Schnäppchen.

Gruss
s.

[RayNar]

Die Daten sind extrem optimistisch, sind auch die genannten Produktionsziele laut Präsentation

Momentan bin ich auch noch nicht eingestiegen, ich will nochmal die nächsten Berichte abwarten, wieviel tatsächlich hängen bleibt und wie groß die Ausgaben sind.

Länderabschlag war mir auch bewusst, nur haben mich die hohen Produktionszahlen bei der nicht allzu hohen Marktkapitalisierung aufgeweckt. Aber die Kosten liegen laut letzten Bericht irgendwo bei 500 pro Unze, was nicht gerade wenig ist. Das auf 420 zu senken, ist schon eine gewagte Prognose, aber anscheinend fallen keine grösseren Investitionen mehr an.

[stupidgame]

Antwort auf Beitrag Nr.: 34.235.692 von RayNar am 04.06.08 14:03:23

Ja, auf der Watchlist sind sie bei mir auch. Entweder bei einem kräftigeren Abtaucher kaufen, oder wenn der Kurs halbwegs gleich bleibt, dann später, wenn die Produktionszahlen höher liegen.

Mal schauen. Aktuell 300m Cap. für die derzeitige Jahresproduktion ist doch eher die Oberkante.

Gruss
(muss jetzt weg)
s.

[RayNar]

Antwort auf Beitrag Nr.: 34.235.692 von RayNar am 04.06.08 14:03:23

Kleine Korrektur, nachdem du mich auf die (zu) hohen Einnahmen aufmerksam gemacht hast.

Die in der Präsentation angegebenen Kosten pro Unze sind "pro produzierte Unze", laut letzten Quartalsbericht bei 520.
Die insgesamte Kosten "pro verkaufter Unze" liegen momentan bei 607!

Nimmt man außerdem die untersten Produktionsziele so komme ich auf ein KGV von 8 dieses Jahr und 5,2 für nächstes, 3,8 für 2010.

Die Bewertung ist also momentan fast in Ordnung, in 1-2 wieder bis alte Höchststände aber leicht möglich.

Gibt es eigentlich eine vorgeschriebene Formel, nach der man die Kosten pro Unze berechnen soll/muß? Wie hier bei Semafo ist die tatsächliche Zahl um einiges höher als die in der Präsentation angegebene.

[Tsuba]

Barrick ist bei Gold fast so redlich wie die Deutsche Telekom

beim Fernmeldegeheimnis.

Dies vorausgeschickt.




Tsuba



Quelle: Mining Weekly vom 03. Juni 2008


Industry needs $700/oz gold to stay afloat - Barrick's Sokalsky
===========================================

Published on 3rd June 2008

On average, gold producers will need the price of gold to stay north of $700/oz
if they are to turn a profit in the current environment of rising costs,
Barrick Gold CFO Jamie Sokalsky said on Tuesday.


Industry cash costs are currently around $450/oz to $500/oz and,

taking into account the cost of bringing on new production,

depreciation, development costs, exploration, administrative

expenses and so on, “that's easily $700/oz to $800/oz”, Sokalsky

said in webcast presentation.



“To us that's the long-term break-even cost to the

industry...below $700/oz to $800/oz long term, the industry

doesn't make money,” he said.



Gold prices were pushed skywards in the fourth quarter of 2007 and the first few months of this year, largely by investment demand, as a weakening dollar, the US credit crisis, inflation concerns and geopolicital tensions and uncertainty raised the metal's attractiveness as a safe haven, or wealth-preservation investment.


The price of gold set a new high of $1 033,70/oz on March 17, but

has since corrected and was trading at around $879/oz on Tuesday afternoon.


Barrick expects that the bullion prices have further to go this year,
however, as dwindling mine supply and higher prices for fuel,

labour and other costs would provide a “strong floor” for the gold price, Sokalsky said.


“It is also going to make some new projects that the industry has

difficult to bring in and that's going to be very bullish for the gold price."


Barrick reported cash costs of $393/oz for the first three months of this year, which, after realising an average gold price of $925/oz, resulted in a margin of $532/oz.


SUPPLY

Sokalsky said the Barrick, the world's biggest gold miner,
expects mine supply of the yellow metal to continue to decline.

“I think we've seen the peak in mine supply a couple of years ago,” he said.

Total global gold production contracted 0,4% in 2007, to an eleven-year low,
according to metals consultancy GFMS.


“We feel very strongly, and we've done a lot of analysis on this,

that gold supply could drop 10% to 15% more than what forecasters

are thinking in the next five to seven years,” Sokalsky commented.


Barrick chairperson and acting CEO Peter Munk said at the group's

AGM last month that the failure of the gold-mining industry to

find and exploit large new deposits of the yellow metal was “tragic”.


Opposition from nongovernmental organisations, as well as increasing,

"yet understandable" demands from host countries that they receive

a bigger share of profits from mines, was making it difficult to

develop successful new operations, Munk said at the time.

[RayNar]

Antwort auf Beitrag Nr.: 34.235.804 von stupidgame am 04.06.08 14:14:49

Hattest bis jetzt Recht bezüglich eines kleines Abtauchers, unter 1,30 CAD kamen aber ein paar Käufe, die den Kurs gestützt haben. Mal sehen, ob es noch weiter runtergeht.

Nachrichten stehen bald an:
Jun 18, 2008 02:00pm TSE:SMF SEMAFO INC Shareholders Meeting

..es könnte also evtl. eine stärkere Kursreaktion kommen, mal sehen.

[Martin12345]

Drilling Results Continue to Extend Gold Mineralization at Mana

http://biz.yahoo.com/cnw/080617/e_semafo_drill_result.html?.…

[RayNar]

Gesteinsmühlendurchsatz von 2000 tpd auf 4000 tpd erhöht


http://www.newswire.ca/en/releases/archive/July2008/29/c8093…

Semafo Commissions 4,000 Tonne-per-Day Ball Mill at Mana
SEMAFO TSX-SMF

MONTREAL, July 29 /CNW Telbec/ - Semafo Inc. (TSX: SMF) is pleased to
announce the start-up of the new 4,000 tonne-per-day ball mill at its Mana
mine in Burkina Faso.
"The start-up of the new ball mill marks yet another important milestone
for the Company," said Benoit Desormeaux, Semafo's Executive Vice-President
and COO, "From the efficient 14-month construction to the timely start-up and
commercial production, Mana's smooth, successful progress is a testimony to
the ongoing cooperation and contributions of our valued employees,
contractors, and suppliers."
During the first three months of operations, April, May and June, Mana
produced 17,200 ounces of gold using the 2,000 tonne-per-day ball mill. Once
fully commissioned, the new ball mill will significantly increase the plant's
throughput and production capacity. Accordingly, management is maintaining its
previously announced production guidance for the Mana mine of between
60,000 and 70,000 ounces of gold for 2008.

[Martin12345]

Extrem positive Bohrergebnisse. Wenn Gold dreht geht Semafo durch die Decke. Hier werden schon bald einige anklopfen.

Semafo: At-depth High-grade Extension Results at Mana

http://biz.yahoo.com/cnw/080807/e_semafo_mana_extensi.html?.…

Grüße
Martin

[grasgruener]

Semafo earns $11.68-million (U.S.) in Q2


2008-08-12 16:38 ET - News Release

Mr. Benoit La Salle reports

SEMAFO REPORTS NET EARNINGS OF $11.7 MILLION FOR THE SECOND QUARTER 2008

Semafo Inc. has provided record financial and operational results for the three-month period ended June 30, 2008. All amounts are stated in U.S. dollars unless otherwise stated.

Highlights

The company delivered record results during the second quarter ended June 30, 2008, with gold sales of $44,826,000, representing an increase of 147 per cent over the corresponding period in 2007. Gold production reached 54,500 ounces for the quarter, an increase of 80 per cent over the same period last year. Highlights for the second quarter include:


Gold production of 54,500 ounces;
Gold sales of $44,826,000 at an average selling price of $904 per ounce;
Cash operating cost of $394 per ounce;
Total cash cost of $455 per ounce;
Operating income of $13,822,000;
Net income of $11,681,000;
Cash flow from operating activities of $19,304,000;
Commencement of commercial production at the Mana mine in Burkina Faso.

A word from the chief executive officer

With three mines in operation, 2008 marked the beginning of a turning point for the company. Since the beginning of this year, the company delivered profits in its three operations and has focused on maximizing the cash flow from operating activities. During the second quarter of 2008, cash flow from operating activities totalled $19,304,000, representing 188 per cent of the operating cash flow generated during the entire 2007 year.

Despite the rapid rise of fuel and consumable costs, Semafo has reduced its cash operating cost by 17 per cent to $394 per ounce for the second quarter of 2008 compared with $473 for the second quarter 2007. The total cash cost during the three-month period ending June 30, 2008, decreased 12 per cent to $455 per ounce from $517 per ounce for the corresponding period in 2007.

The second quarter of 2008 marked the commencement of commercial production at the Mana mine in Burkina Faso, and the third time that Semafo has successfully brought a West African mine into operation. Furthermore, the company achieved a 29-per-cent increase in gold production compared with the previous quarter at the company's Samira Hill and Kiniero mines.


FINANCIAL AND OPERATING HIGHLIGHTS
(thousands of dollars)
Three-month period Six-month period
ended June 30, ended June 30,
2008 2007 2008 2007

Gold ounces produced 54,500 30,200 83,200 59,200
Gold ounces sold 49,600 27,500 77,800 55,600
Revenues -- gold sales 44,826 18,136 70,366 36,712
Operating costs 22,582 14,749 39,711 28,228
Operating income (loss) 13,822 (2,039) 16,623 (1,969)
Net income (loss) 11,681 (2,083) 24,183 (5,316)
Average selling price (per ounce) 904 659 905 660
Cash operating cost (per ounce produced) (1) 394 473 441 463
Cash operating cost (per tonne processed) (1) 35 28 31 26
Total cash cost (per ounce sold) (2) 455 517 510 498
Basic and diluted net income (loss) per share 0.05 (0.01) 0.11 (0.03)
Cash flow from operating activities (3) 19,304 1,591 25,427 5,462

(1) Cash operating cost is calculated using ounces produced and tonnes processed.

(2) Total cash cost represents cash operating cost plus royalties and selling
expenses and also the effects of inventory adjustments.

(3) Cash flow from operating activities excludes changes in non-cash working
capital items and settlement of liabilities related to asset retirement
obligations for property, plant and equipment.


Outlook

In July, 2008, overall production totalled 18,000 ounces of gold; 7,800 ounces at Mana, 6,300 ounces at Samira Hill and 3,900 ounces at Kiniero.

At Mana, the new 4,000-tonne-per-day ball mill has been installed with commissioning started at the end of July, 2008.

Semafo is committed to increase shareholder value and remains confident that it will meet its 2008 production target of between 165,000 and 185,000 ounces of gold.

A conference call will be held at 10 a.m. on Wednesday, Aug. 13, 2008, to discuss the company's quarterly results. Details to access the call can be found on the home page of the company's website. Semafo's consolidated financial statements, together with management's discussion and analysis, are available on its website or at SEDAR.

We seek Safe Harbor.

[Martin12345]

Semafo at Denver Gold Show

http://events.onlinebroadcasting.com/denvergold/090808/frame…

[Martin12345]

[Martin12345]

[Martin12345]

Semafo (WKN 898253) – Ergebnis 11 Cent im ersten Halbjahr


Die Analysten des Smallcap-Investors haben folgenden interessanten Bericht veröffentlicht:

Gestern präsentierte unser Musterdepotwert Semafo (WKN 898253) ihre Quartals- und Halbjahreszahlen. Es wurde ein Gewinn von 11 Cent pro Aktie ausgewiesen. Der Cash Flow lag bei 19 Mio. US$.

Dieses Ergebnis entspricht ungefähr unseren Erwartungen. Der Aktienkurs konnte daraufhin leicht zulegen. Die Aktie notiert derzeit bei 1,20 CA$ was allein auf Basis der Halbjahreszahlen schon einen KGV von gut 10 bedeutet. Durch die Ende Juli neu in Betrieb genommenen 4000 Tonnen ‚Erzmühle bei der Goldmine Mana, soll die Produktion abermals deutlich zulegen können, sodass das Ergebnis im zweiten Halbjahr abermals zulegen sollte.

Damit wir die Semafo derzeit mit einem KGV von rund 5 gehandelt. Nachdem die größten Investitionen jetzt getätigt wurden, sollte sich jetzt Semafo zu einer „Cashgenerierungsmaschine“ wandeln.

Ich würde kein Stück derzeit aus der Hand geben, wenn Sie noch keine Aktien von Semafo haben, dann bietet Ihnen jetzt der niedrige Goldpreis noch einmal eine gute Gelegenheit dazu.

[Martin12345]

Another Strong Quarter for Semafo - Q3 Gold Production Totals 55,300 Ounces


SEMAFO TSX-SMF
MONTREAL, Oct. 7 /CNW Telbec/ - SEMAFO (TSX: SMF - News) today announced that gold production for the third quarter ended September 30, 2008 totaled 55,300 ounces, 26,800 ounces of which were produced at the newly constructed Mana mine.

"The Mana mine is making a strong contribution to our overall gold production results and Kiniero's operational turnaround has exceeded expectations," said Benoit Desormeaux, Executive Vice-President and COO. "Production remained strong during the third quarter, notwithstanding the challenges brought forth by the commissioning of the large ball mill at Mana. This is a testimony to the strength and determination of our operations teams."

"We remain committed to increase shareholder value and accelerate growth through the strategic management of our existing operations and the pursuit of opportunities that may arise as a result of current financial market volatility," said Benoit La Salle, President and CEO, "Despite a turbulent economic environment and the decline in the average spot price of gold during the three-month period, our average gold sale price was $850 per ounce in Q3. Our management and operations teams have delivered production results, which exceed guidance once again and we anticipate another solid quarter when our earnings results are released in mid-November."

Management has increased its 2008 annual production guidance to between 185,000 to 195,000 ounces of gold. This increase is mainly due to production gains at the Kiniero mine and the successful start-up of the Mana mine.

Production numbers are preliminary and may be subject to final adjustment. Further information will be published in the Company's third quarter operating and financial results to be released in mid-November, 2008.

About SEMAFO

Semafo is a Canadian-based mining company with gold production and exploration activities in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. Semafo is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining principles and strengthening relationships to increase shareholder value.

FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding expectations of the Company as to the market price of gold, strategic plans, future commercial production, production targets, timetables, mining operating expenses, capital expenditures, and mineral reserve and resource estimates. Forward-looking statements involve known and unknown risks and uncertainties and accordingly, actual results and future events could differ materially from those anticipated in such statements. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include, but are not limited to, fluctuations in the market price of precious metals, mining industry risks, uncertainty as to calculation of mineral reserves and resources, risks related to hedging strategies, risks of delays in construction, requirements of additional financing and other risks described in the Company's documents filed from time to time with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, those assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Annual Information Form of the Company and other filings of the Company with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

[Martin12345]

Schönes Volumen + steigender Kurs. Kein Wunder bei solch einer Perle.



Grüße
Martin

[Martin12345]

Semafo to Release Third Quarter Financial Results on November 11, 2008

Monday November 3, 1:04 pm ET

Q3 CONFERENCE CALL SCHEDULED FOR NOVEMBER 12, 2008
SEMAFO TSX-SMF
MONTREAL, Nov. 3 /CNW Telbec/ - Semafo Inc. (TSX: SMF - News) will release its third quarter results for the three-month period ended September 30, 2008 on Tuesday, November 11, 2008, after market close. In connection with the release, Semafo will host a conference call on November 12th to discuss the company's financial results as well as to provide an update on operations.

Conference call:
Date: Wednesday, November 12, 2008
Time: 10:00 AM (ET)
Tel. local & overseas: 1-416-915-5648
Tel. North America: 1-800-814-3911

Replay information:
The conference call will be archived for replay until
November 26th, 2008. To access the archived conference
call, please dial [phone] and enter pass code
2128 8000 followed by the number sign(number sign).


About SEMAFO

Semafo is a Canadian-based mining company with gold production and exploration activities in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. Semafo is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining principles and strengthening relationships to increase shareholder value.

FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding expectations of the Company as to the market price of gold, strategic plans, future commercial production, production targets, timetables, mining operating expenses, capital expenditures, and mineral reserve and resource estimates. Forward-looking statements involve known and unknown risks and uncertainties and accordingly, actual results and future events could differ materially from those anticipated in such statements. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include, but are not limited to, fluctuations in the market price of precious metals, mining industry risks, uncertainty as to calculation of mineral reserves and resources, risks related to hedging strategies, risks of delays in construction, requirements of additional financing and other risks described in the Company's documents filed from time to time with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, those assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Annual Information Form of the Company and other filings of the Company with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

For further information

SEMAFO: Benoit La Salle, President & CEO, [phone], Fax: [phone], [e-mail]
Sofia St Laurent, Communications, [phone], [e-mail]

[Martin12345]

Sehr gute Quartalsergebnisse.

Semafo Reports Net Earnings of $11.3 million for the Third Quarter 2008
Tuesday November 11, 5:32 pm ET

http://biz.yahoo.com/cnw/081111/e_semafo_3rdqr_2008.html?.v=…

[Martin12345]

Semafo Announces Record Gold Production for November
Thursday December 4, 10:27 am ET

SEMAFO TSX-SMF
MONTREAL, Dec. 4 /CNW Telbec/ - SEMAFO (TSX: SMF - News) reported today that the Company produced a record 21,000 ounces of gold during the month of November, 2008. The Mana mine produced a record 11,000 ounces of gold during the month, representing a 10% increase over the previous month. Production from the Samira Hill and Kiniero mines totaled 6,400 and 3,600 ounces of gold respectively.


"The Mana mine continues to make a strong contribution to our overall gold production results," said Benoit Desormeaux, Executive Vice-President and COO. "These strong results are an ongoing demonstration of our operating team's ability to deliver production results that not only meet but exceed expectation, and will contribute to what we anticipate to be another solid quarter."

Management recently increased its 2008 annual production guidance to between 185,000 to 195,000 ounces of gold.

About SEMAFO
Semafo is a Canadian-based mining company with gold production and exploration activities in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. Semafo is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining principles and strengthening relationships to increase shareholder value.

FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding expectations of the Company as to the market price of gold, strategic plans, future commercial production, production targets, timetables, mining operating expenses, capital expenditures, and mineral reserve and resource estimates. Forward-looking statements involve known and unknown risks and uncertainties and accordingly, actual results and future events could differ materially from those anticipated in such statements. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include, but are not limited to, fluctuations in the market price of precious metals, mining industry risks, uncertainty as to calculation of mineral reserves and resources, risks related to hedging strategies, risks of delays in construction, requirements of additional financing and other risks described in the Company's documents filed from time to time with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, those assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Annual Information Form of the Company and other filings of the Company with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

[Martin12345]

Guinea - Kiniero Operations Update
Tuesday December 30, 12:00 pm ET

SEMAFO TSX-SMF
MONTREAL, Dec. 30 /CNW Telbec/ - SEMAFO (TSX: SMF - News) announced today that mining activities continue as usual at its Kiniero mine in Guinea.

"We are maintaining close communications with ruling officials," said Benoit Desormeaux, Semafo's Executive Vice-President and COO, "On December 28th, representatives from the new military government were present at our Kiniero mine to participate in discussions with management and reaffirm that it is business as usual."

"We have always benefited from good relations with the governments of the countries in which we operate," said Benoit La Salle, President and CEO, "Although this is a time of adjustment for Guinea, we will continue to work in collaboration with the new government."

About SEMAFO

Semafo is a Canadian-based mining company with gold production and exploration activities in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. Semafo is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining principles and strengthening relationships to increase shareholder value.

FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding expectations of the Company as to the market price of gold, strategic plans, future commercial production, production targets, timetables, mining operating expenses, capital expenditures, and mineral reserve and resource estimates. Forward-looking statements involve known and unknown risks and uncertainties and accordingly, actual results and future events could differ materially from those anticipated in such statements. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include, but are not limited to, fluctuations in the market price of precious metals, mining industry risks, uncertainty as to calculation of mineral reserves and resources, risks related to hedging strategies, risks of delays in construction, requirements of additional financing and other risks described in the Company's documents filed from time to time with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, those assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Annual Information Form of the Company and other filings of the Company with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

[Martin12345]

Antwort auf Beitrag Nr.: 35.484.080 von Martin12345 am 08.10.08 20:27:45

Es wird brav eingesammelt. Gerüchte zufolge soll Semafo Interesse an einer Mine von High River Gold haben. Ich bin gespannt wie es hier weitergeht.

Grüße
Martin

[Martin12345]

Record Gold Production of 195 500 ounces for 2008, 84% Higher than 2007



SEMAFO TSX-SMF
MONTREAL, Jan. 8 /CNW Telbec/ - SEMAFO (TSX: SMF - News) today announced that its gold production totaled 195,500 ounces in 2008, thereby establishing a production record, and exceeding the annual budget of guidelines between 165,000 to 185,000 ounces, and the 2007 production of 106,400 ounces. The increase over 2007, is primarily due to the successful start of the Mana Mine in April 2008.

"Semafo's fourth quarter production total of 57,000 ounces set yet another record for the company, and represents a 3% increase over the last quarter. The Mana mine continues to make a strong contribution to our overall gold production results. We are pleased with the total production of 2008," said Benoit Desormeaux, Executive Vice-President and COO. "We have very strong results and a new annual production record for the company; once again, a testimony to the strength and determination of our operating teams."

"We are extremely pleased with the start up of the Mana Mine, which has allowed us to capture the benefits of a strong gold price environment. We are focused on maximizing the financial performance of each operating mines, and increasing shareholder value through organic growth and accretive acquisitions," said Benoit La Salle, President and CEO.

Production numbers are preliminary and may be subject to final adjustment.

About SEMAFO

Semafo is a Canadian-based mining company with gold production and exploration activities in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. Semafo is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining principles and strengthening relationships to increase shareholder value.

FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding expectations of the Company as to the market price of gold, strategic plans, future commercial production, production targets, timetables, mining operating expenses, capital expenditures, and mineral reserve and resource estimates. Forward-looking statements involve known and unknown risks and uncertainties and accordingly, actual results and future events could differ materially from those anticipated in such statements. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include, but are not limited to, fluctuations in the market price of precious metals, mining industry risks, uncertainty as to calculation of mineral reserves and resources, risks related to hedging strategies, risks of delays in construction, requirements of additional financing and other risks described in the Company's documents filed from time to time with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, those assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Annual Information Form of the Company and other filings of the Company with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

[Martin12345]

Die Experten von Jennings Capital Inc. haben eine Neubewertung des Unternehmens vorgenommen und stufen es mit "Kaufen" und einem Kursziel auf Sicht von 12 Monaten von 2,50 Can $ ein.

Semafo ist ein kanadisches Unternehmen, das sich auf die Goldexploration und -produktion in Westafrika konzentriert. Die drei laufenden Minen Mana, Samira Hill und Kiniero sollen, so Jennings, in 2009 239.000 und 2010 261.000 oz Gold zu Cashkosten von 432 bzw. 389 US $/oz liefern.

Das Unternehmen bietet neben 2 Mio. oz sicheren und wahrscheinlichen Reserven, 2,3 Mio. oz gemessenen und angezeigten Ressourcen und 2,6 Mio. oz abgeleiteten Ressourcen auch noch hohes Explorationspotential.

Das Kursziel ergibt sich durch Multiplikation des NAV von 1,61 US $ je voll verwässerter Aktien mit 1,25.

[Martin12345]

Abgeprallt am Jahreshoch. Es gibt nicht viele Aktien die damit zu kämpfen haben.

Grüße
Martin

[Martin12345]

Diese Aktie ist verdammt stark. Tageshoch und gleichzeitig neues Jahreshoch bei 1,74 Cad.

Grüße
Martin

[Martin12345]

SEMAFO and Burkina Faso Partner to Develop Solar Power Station

Montreal, Quebec, May 20, 2009 – SEMAFO (TSX: SMF) announced today the signature of a partnership with the government of Burkina Faso to undertake a pre-feasibility study to construct a 20 MW solar power station to generate electricity.

The first phase of this endeavor will be carried out as part of SEMAFO’s ongoing corporate responsibility program in close collaboration with the government of Burkina Faso. This important partnership is aimed at stimulating and sustaining the country’s socio-economic development, by increasing the national electrical production capacity, thereby availing the population to a more adequate, low cost electricity supply.

“On behalf of the president and government of the country, Burkina Faso’s Minister for the Mines and Energy, Mr.Abdoulaye Abdoulkader CISSE, and Mr. Lucien Marie Noël BEMBAMBA, Minister of Economic and Financial Affairs expressed great confidence in our company,” said Elie Justin OUEDRAOGO, SEMAFO’s National director, Burkina Faso. “The Company has always striven to be a good corporate citizen and remains committed to making a significant contribution and improving the quality of life in the communities in which we operate,” added Mr. OUEDRAOGO.

Under this agreement, the government of Burkina Faso in collaboration with SEMAFO will undertake the necessary studies to move forward toward the realization of this important project.

FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding the Company’s expectations as to the market price of gold, strategic plans, future commercial production, production targets, timetables, mining operating expenses, capital expenditures, and mineral reserve and resource estimates. Forward-looking statements involve known and unknown risks and uncertainties and accordingly, actual results and future events could differ materially from those anticipated in such statements. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include, but are not limited to, fluctuations in the market price of precious metals, mining industry risks, uncertainty as to calculation of mineral reserves and resources, risks related to hedging strategies, risks of delays in construction, requirements of additional financing and other risks described in the Company’s documents filed from time to time with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, those assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Company’s Annual Information Form and other filings with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

About SEMAFO

Semafo is a Canadian-based mining company with gold production and exploration activities located in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. Semafo is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining values and strengthening relationships to increase shareholder value.

[sauhund1]

SEMAFO Reports Mana Diamond Drilling Results - Best Ever Intersection of 5.24 g/t over 57.8 m

* Press Release
* Source: SEMAFO INC.
* On 9:25 am EDT, Tuesday October 27, 2009



<< SEMAFO TSX-SMF >>
MONTREAL, Oct. 27 /CNW Telbec/ - SEMAFO (TSX: SMF - News) today announced its most recent drilling results at the Mana Mine in Burkina Faso. These results underscore the robust nature of a significant high-grade lode located just below the bottom of the Wona north pit. Results include the Company's best ever intercept at Mana, 5.24 g/t over 57.8 m (WDC 133).



The Company's 2009 exploration program at Mana began in April. As of October 21, a total of 29,309 meters of drilling have been completed; drill holes WDC80 up to WDC160. The exploration program remains in progress. Assay results have been received up to hole WDC 146.

The current drilling program confirms the NE at-depth high-grade extension of the Wona zone. Initial reference to this potential mineralization was made in SEMAFO's press release dated March 24, 2008, with further updates released on June 17, June 30, and August 8, 2008, as well as those published February 25, March 2, June 30, August 10, September 10, and October 13, 2009.

Recent drilling results validate the continuity of significant mineralized zones at-depth and further extend the mineralized zones both laterally and at-depth. Hole WDC133 returned the best ever grade times width product, with 5.24 g/t over 57.8 m for a product of 302.8 g-m. This intersection represents a swell in the main lode. In addition to the many infill confirmations, results from hole WDC138 suggest that the main lode continues an up plunge of the high-grade mineralization at the bottom NE end of the Wona main pit. Hole WDC140 slightly extends the mineralization vertically above the main lode.

The following table presents the drill results including the main mineralized intersections and high-grade values.

DDH Intersections At-Depth
Wona NE Extension
-------------------------------------------------------------------------
DDH No. Section East From To Au / Length(x)
-------------------------------------------------------------------------
WDC132 17900 Outside corridor
-------------------------------------------------------------------------
WDC133 17050 336 393.8 5.24 g/t / 57.8 m
-------------------------------------------------------------------------
Included 17050 349.4 366 10.21 g/t / 16.6 m
-------------------------------------------------------------------------
WDC138 16650 183 210.4 7.05 g/t / 27.4 m
-------------------------------------------------------------------------
WDC139 16825 304 347.8 2.44 g/t / 43.8 m
-------------------------------------------------------------------------
WDC140 16900 138.7 160.2 3.90 g/t / 21.5 m
-------------------------------------------------------------------------
WDC141 16650 258 271 3.32 g/t / 13.0 m
-------------------------------------------------------------------------
WDC142 17400 Assays pending
-------------------------------------------------------------------------
WDC143 16875 Assays pending
-------------------------------------------------------------------------
WDC144 16550 248.4 267.4 2.55 g/t / 19.0 m
-------------------------------------------------------------------------
Included 16650 257.2 263.4 3.77 g/t / 6.2 m
-------------------------------------------------------------------------
WDC145 16875 261 308.2 3.29 g/t / 47.2 m
-------------------------------------------------------------------------
Included 16875 292.1 298.3 9.75 g/t / 6.2 m
-------------------------------------------------------------------------
WDC146 16975 332.7 378.2 2.33 g/t / 45.5 m
-------------------------------------------------------------------------
Included 16975 344.8 359.8 4.09 g/t / 15.0 m
-------------------------------------------------------------------------

(x) All lengths are measured along the hole axis; additional information
is required to determine true widths.




The drill holes described above are presented on the attached longitudinal section displaying contoured grade-thickness product. The longitudinal schematic shows the mineralization trend along with previously reported drill holes and upcoming targets to be tested.

The drilling programs were designed and managed locally by Dofinta Bondé, Mana Mineral's Exploration Chief Geologist, supported by Donald Trudel, experienced mine and exploration professional geologist, and guided and supervised under the direction of Michel Crevier, P.Geo MScA, Geology Manager and SEMAFO's Qualified Person who has reviewed this press release for accuracy and compliance with National Instrument 43-101.

All individual samples represent approximately one-meter in length of core which was sawn in half. Half of the core is kept on site for reference and its counterpart is sent for preparation and gold assaying at the ALS Chemex laboratories in Ouagadougou, Burkina Faso. Each sample is fire-assayed for gold content on a 50-gram sub-sample at the same ALS Chemex laboratories. In addition to ALS Chemex's own QA/QC (Quality Assurance/Quality Control) program, an internal quality control and quality assurance program is in place throughout the sampling program, using blind duplicates, blanks and recognized industry standards.

About SEMAFO

SEMAFO is a Canadian-based mining company with gold production and exploration activities in West Africa. The Company currently operates three gold mines in Burkina Faso, Niger and Guinea. SEMAFO is committed to evolve in a conscientious manner to become a major player in its geographical area of interest, while maintaining principles and strengthening relationships to increase shareholder value.

CAUTION CONCERNING FORWARD-LOOKING STATEMENTS

This press release may contain forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties and assumptions and accordingly, actual results and future events could differ materially from those expressed or implied in such statements. Forward-looking statements include words such as "in progress", "pending", "current", "potential", "suggest", "continues", "trend", "upcoming", "targets", "committed", "evolve", "become", "maintaining", "strengthening", "increase" and other similar expressions. Factors that could cause future results or events to differ materially from current expectations expressed or implied by the forward-looking statements include our ability to continue or complete our 2009 exploration program at Mana, the accuracy of the results from hole WDC138 suggesting that the main lode continues an up plunge of the high-grade mineralization at the bottom of NE end of the Wona main pit, mining industry risks, uncertainty as to calculation of mineral reserves and resources, delays and other risks described in the Company's documents filed with Canadian securities regulatory authorities. Although the Company is of the opinion that these forward-looking statements are based on reasonable assumptions, such assumptions may prove to be incorrect. Accordingly, readers should not place undue reliance on forward-looking statements. Readers can find further information with respect to risks in the Company's 2008 Annual MD&A, as updated in the 2009 First Quarter MD&A and 2009 Second Quarter MD&A, and other filings with Canadian securities regulatory authorities available at www.sedar.com. The Company disclaims any obligation to update or revise these forward-looking statements, except as required by applicable law.

[MrRipley]

SEMAFO Reports Record Net Income of $13.4 Million for the Third Quarter 2009



MONTREAL, Nov. 9 /CNW Telbec/ - SEMAFO (TSX: SMF - News) today reported its third quarter financial and operational results for the three-month period ended September 30, 2009. All amounts are in US dollars unless otherwise stated.

Highlights for the three- and nine-month periods ended September 30, 2009

- Gold production for the three-month period ended September 30, 2009
totalled 62,300 ounces, a 13% increase over Q3 2008. For the first nine
months of 2009, overall production totalled 184,500 ounces, an increase
of 33% over the corresponding period in 2008.
- Record gold production at Mana for the quarter of 41,600 ounces.
- Gold sales amounted to $59,361,000 in the third quarter, a 16% increase
over Q3 2008. Gold sales rose to $167,502,000 for the first nine months
of this year, representing a 38% increase over the corresponding period
in 2008.
- Operating income increased by 27% year-over-year to $15,195,000 for the
three-month period, and by 52%, to $43,411,000 for the nine-month
period.
- Net income for the third quarter was $13,399,000, an increase of 25%
over the previous quarter and an increase of 18% over the same period
last year. Net income for the first nine months of 2009 totalled
$33,022,000.
- Cash flow from operating activities for the quarter totalled
$24,301,000 and $68,245,000 for the nine-month period, representing a
21% increase over Q3 2008 and a 50% increase for the nine-month period
over the corresponding period in 2008.
- Cash operating costs were $472 per ounce for the quarter and $450 per
ounce for the nine-month period.
- Average selling price per ounce was $969 for the quarter and $942 for
the nine-months ended September 30, 2009, compared to the average
London PM Gold Fix price of $960 and $931 per ounce, respectively.
- Drilling results at Mana validated the presence of significant
mineralized zones at-depth and laterally.
- An airborne geophysical survey identified the Wona structural corridor
indicating that it may extend over a distance of more than
30 kilometers. Other similar signatures were also observed over the
1,695 km2 of permitted properties.
- A preliminary economic assessment ("PEA") confirmed the economic
potential of the Wona underground deposit. The Company has decided to
proceed with a pre-feasibility study.
- Increased balance sheet strength with a debt-equity ratio of 17%,
compared to 38% as at December 31, 2008.


A Word from the CEO

SEMAFO maintained the positive momentum established in 2008. Our disciplined growth strategy resulted in a 13% increase in gold production compared to Q3 2008, and a 33% increase year-over-year for the nine months ended September 30, 2009.

SEMAFO's flagship Mana mine in Burkina Faso increased production to 41,600 ounces of gold, representing 67% of the Company's total production of 62,300 ounces for the third quarter. On this property, which encompasses 1,695 km2, we increased and accelerated exploration activities with the intention to validate the presence of significant mineralized zones at-depth and identify new targets on-surface to ultimately increase reserves and resources. The preliminary results reported not only some of the highest-grade intercepts recorded to date (WDC133 5.24 g/t over 57.8 m), but most importantly underscored the robust nature of a significant high-grade lode just below the bottom of the Wona North pit. The preliminary economic assessment to evaluate the potential to develop an economically viable underground mining operation at Mana was very positive and accordingly, SEMAFO has decided to proceed with a pre-feasibility study. Additionally, an airborne geophysical survey identified the Wona structural corridor and results suggest that the Wona corridor may extend over a distance of more than 30 kilometers. The results also revealed other similar signatures elsewhere over the property.

At the Kiniero mine in Guinea, third quarter performance waned as we faced a significant decrease in head grade. This can be rectified by additional investments. Given the current situation in the country, the Company has decided at this time to suspend any additional cash investment in this property.

Management remains confident that the Company will attain the upper bracket of its 2009 production guidance of between 220,000 and 240,000 ounces of gold.

Consolidated Results and Mining Operations

Three-month period Nine-month period
ended September 30 ended September 30
-----------------------------------------------------
Varia- Varia-
2009 2008 tion 2009 2008 tion
-----------------------------------------------------
Operating Highlights

Gold ounces
produced 62,300 55,300 13% 184,500 138,600 33%
Gold ounces sold 61,200 59,200 3% 177,800 137,000 30%

Revenues - Gold
sales 59,361 51,147 16% 167,502 121,513 38%
Operating costs 31,009 28,119 10% 87,844 67,830 30%
Operating income 15,195 11,959 27% 43,411 28,582 52%
Net income 13,399 11,366 18% 33,022 35,549 (7%)
Average selling
price (per ounce) 969 864 12% 942 887 6%
Cash operating
cost (per ounce
produced)(1) 472 456 4% 450 447 1%
Cash operating
cost (per tonne
processed)(1) 34 35 (3%) 32 33 (3%)
Total cash cost
(per ounce sold)(2) 507 475 7% 494 495 -

(1) Cash operating cost is calculated using ounces produced and tonnes
processed. See the section ''Non-GAAP measures'' of the Company's
MD&A.
(2) Total cash cost represents the cash operating cost plus royalties and
selling expenses as well as the effects of inventory adjustments.


Outlook

In October 2009, SEMAFO recorded its second highest monthly production result ever, having produced 22,600 ounces of gold. The Company looks forward to continuing this positive trend.

A conference call will be held at 10:00 a.m. on Tuesday, November 10, 2009 to discuss the Company's quarterly results. Details to access the call can be found on the home page of the Company's website at www.semafo.com. SEMAFO'S consolidated financial statements, together with Management's Discussion and Analysis, are available on its website or at www.sedar.com.

[JVogel [wO]]

Hallo User,

aufgrund aktueller Nachfrage haben wir diese Diskussion wieder eröffnet.

Mit freundlichen Grüßen,
JVogel

[XIO]

schon sehr gut gelaufen, aber immer noch nicht am Höhepunkt ihrer Entwicklung:

[Mad41]

Hallo,
gibts schon was Neues?
Ist ja leider nicht so viel Diskussionsbedarf hier!

[RohstoffFuchs]

momentan gehts mit dem Chart erst mal abwärts...mal sehen ob es noch unter die zuletzt 8,40 CAD geht :-/

[Mad41]

Zitat von RohstoffFuchs: momentan gehts mit dem Chart erst mal abwärts...mal sehen ob es noch unter die zuletzt 8,40 CAD geht :-/

Ist nix Neues
Wann war der Kurs denn zuletzt bei 8,40 CAD???

[RohstoffFuchs]

Antwort auf Beitrag Nr.: 41.160.002 von Mad41 am 07.03.11 18:06:38

am 03.03.11

[RohstoffFuchs]

SEMAFO to Release 2010 Fourth Quarter and Year-End Financial Results on March 16, 2011.

dann warten wir mal auf die Ergebnisse.

[Mad41]

Zitat von RohstoffFuchs: am 03.03.11

Also, am 03.03.11 stand Semafo laut meinem Chart bei 9,30 CAD und nicht bei 8,40CAD.
Hast Du ene Ahnung , warum der Kurs permanent in den Keller geht?
Hat das evtl. mit den ganzen Unruhen in Nord-Afrika zu tun?

Grüße

[RohstoffFuchs]

OK, der Schlusstand war bei 9,30 CAD, das Tagestief lag jedoch bei 8,40 CAD...hatte mich wohl falsch ausgedrückt.
Seit Anfang Dezember ist gehörig "der Wurm drin", ich hoffe dass die Bodenbildung nun langsam erreicht ist und wir wieder Richtung 10,50 CAD kommen.
Bin jedenfalls weiterhin guter Dinge dass es wieder aufwärts geht und werde kein Stück aus der Hand geben!

Gruß
Fuchs

[sofar]

Hallo.

Sie haben schon wieder was gefunden:

SEMAFO Discovers New Gold Zone with 2.27 g/t Au Across 54 Meters
Up to 80-meter-Wide Continuous Mineralization Over 600-Meter Strike Length and Remaining Open in All Directions

Montreal, Quebec, March 10, 2011 – SEMAFO (TSX – SMF) today announced the discovery of the new Yaho gold zone, located 4.5 kilometers southwest of the Fofina zone and 20 kilometers southwest of the Mana Mill. Three Reverse Circulation (“RC”) drilling sections were carried out to date across this wide alteration zone with each section returning wide, significant grade intervals such as 2.27 g/t Au across 54 meters (hole MRC10-540 - section 15450N), 2.00 g/t Au across 20 meters (hole MRC10-542 – section 15450N), 1.37 g/t Au across 16 meters (hole MRC10-514 – section 15650N), 4.59 g/t Au (10.73 g/t Au uncut) across 10 meters (hole MRC10-526 – section 15850N), and 1.88 g/t Au across 88 meters (hole MRC10-529 – section 15850N).

Q: http://www.semafo.com/press-releases-details.php?id=137

Und wenn ich mir dazu noch das Resourcenupdate vom 28.2.2011 anschaue, weiß ich dass wir bald in die Unterbewertung reinlaufen.

"SEMAFO’s Total Reserves and M&I Resources Top 6.0 Million Ounces, Inferred Resources
of 3.5 Million Ounces
Mana Reserves Increase 180% Year Over Year"

Sofar

[XIO]

http://www.tmxmoney.com/HttpController?GetPage=InsiderTradeM…

[sofar]

Hallo,

Hier ein Vortrag von CEO Benoit LaSalle beim Denver Gold Forum 2010.
Ist zwar nicht ganz neu, gibt aber einen fantastischen Überblick über dieses Unternehmen:

http://www.gowebcasting.com/events/denver-gold-group/2010/09…


sofar

[surfer70]

aktueller Tip in der Aktionär:

http://www.deraktionaer.de/aktien-weltweit/jetzt-zugreifen--…

Hierbe ihandelt es sich um Semafo, Kursziel 14 EUR!

[Mad41]

Antwort auf Beitrag Nr.: 41.258.437 von surfer70 am 24.03.11 10:18:41

Ich habe mal hoch und runter gegoogelt.
Habe aber keinen Bezug zu Semafo gefunden.
Hast Du diesen Brief gekauft?

[grasgruener]

könnte auch Avion sein........

[Mad41]

Naja, zumindest scheint das Interesse etwas zuzunehmen.
Schon 18 Kurse in Frankfurt!!

[surfer70]

Antwort auf Beitrag Nr.: 41.258.693 von Mad41 am 24.03.11 10:52:06

ist ein kostenpflichtiger Report und ein Freund von mir kauft die immer...
Kannste also googeln so viel Du willst, wird nichts bringen...

[surfer70]

Antwort auf Beitrag Nr.: 41.259.729 von Mad41 am 24.03.11 13:26:24

ja war auch eher als Warnung gedacht, denn jedesmal wenn die eine Empfehlung aussprechen geht der Kurs kurz hoch und dann wieder runter - liegt wohl an den vielen Daytradern...

hier gab es jedenfalls nicht diesen großen Ausschlag - denke das liegt daran dass viele mit Ihrem Geld nicht mehr so locker sind...

[sofar]

Hallo,

die FS für Mana Underground ist raus:

http://www.semafo.com/press-releases-details.php?id=140

Klingt für mich sehr vielversprechend.

Andere Meinungen?

sofar

[Mad41]

Ja, klingt vielversprechend.Nur hilft es dem Kurs z.Zt. keineswegs.
Auch die News vom 16.03.11 haben nicht wirklich durchgeschlagen!!
Das Problem meiner Meinung nach für Semafo sind wahrscheinlich die Kämpfe an der Elfenbeinküste und Burkina Faso liegt direkt oben drüber.
Inwieweit Semafo aber davon betroffen ist, kann icht nicht sagen.
Aber ein möglicher Grund für das permanente Down könnte es schon sein!
Kann man sich gut über Google Earth anschauen.
Aus Spiegel-Online:
Zitat:"Die Kämpfe in der Elfenbeinküste eskalieren: Jetzt haben Anhänger des gewählten Präsidenten Ouattara auch die Hauptstadt Yamoussoukro in ihre Gewalt gebracht. Der frühere Machthaber Gbagbo will sein Amt jedoch immer noch nicht abgeben - der UN-Sicherheitsrat reagierte mit Sanktionen".
Ist jemand anderer Meinung??

[Mad41]

...habe gerade an Semafo mal ne mail geschickt, in wieweit die Minen von den Unruhen betroffen sind.
Hoffe, das ich bald ne Antwort bekomme.
Allerdings kann ich mir jetzt schon denken, das Semafo schreibt, das die Minen nicht davon betroffen sind!!!!

[bernie03]

Antwort auf Beitrag Nr.: 41.303.415 von Mad41 am 01.04.11 13:03:27

ich denke viele anleger wollen nicht bis 2015 warten bis semafo 500.000 unzen produziert,
ich hab für 6,50 euro nochmal nachgekauft.
ich finde semafo immer noch gut auch wenn ich die ertsen anteile für 0,83 euro gekauft
habe,hat mir beim kauf meiner eigentumswohnung sehr geholfen.

[Mad41]

Zitat von bernie03: ich denke viele anleger wollen nicht bis 2015 warten bis semafo 500.000 unzen produziert,

ich hab für 6,50 euro nochmal nachgekauft.
ich finde semafo immer noch gut auch wenn ich die ertsen anteile für 0,83 euro gekauft
habe,hat mir beim kauf meiner eigentumswohnung sehr geholfen.

Semafo will bis zum Jahre 2015 eine Produktion von 500.000 Unzen erreichen.
Zitat von Semafo-Homepage:This is another milestone in our quest to attain production of 500,000 ounces per year at Mana by 2015.”
Das könnte auch durchaus schon eher[/u] passieren. Das ist ein kleiner Unterschied!!!
Naja, ich werde auf jeden Fall die Geschichte aussitzen, das ich leider "noch" im Minus bin.

[sofar]

Antwort auf Beitrag Nr.: 41.303.762 von Mad41 am 01.04.11 13:59:50

Hallo Mad41,

der Mana Komplex liegt in Zetral Burkina Faso,
mehrere 100 km von der Grenze zu CIV entfernt.

http://www.semafo.com/download/burkina/bf_simp_ang.pdf

Was nicht heißen soll, dass es nicht auch in BF zu politischen Unruhen kommen kann.

Allerdings ist auch die politische Situation von CIV und BF nicht vergleichbar.

sofar

[Mad41]

Zitat von sofar: Hallo Mad41,

der Mana Komplex liegt in Zetral Burkina Faso,
mehrere 100 km von der Grenze zu CIV entfernt.

http://www.semafo.com/download/burkina/bf_simp_ang.pdf

Was nicht heißen soll, dass es nicht auch in BF zu politischen Unruhen kommen kann.

Allerdings ist auch die politische Situation von CIV und BF nicht vergleichbar.

sofar

Das mag sein, das geförderte Gold muß ja aber auch irgendwie an den Mann gebracht werden,
sprich evtl. führen ja auch die Transportwege über die Elfenbeinküste?
Wie gesagt sind alles lediglich Vermutungen.
Ich nehme mal als Bsp. Petaquilla an.
Es wurde von der Regierung kürzlich ein Minen-Gesetz zum Schutz der Umwelt erlassen.
Die Einwohner dieser Förder-Gegend haben zusätzlich die Transportwege blockiert, was zusätzlich auf den Kurs gedrückt hat.

[Mad41]

Zitat von Mad41: ...habe gerade an Semafo mal ne mail geschickt, in wieweit die Minen von den Unruhen betroffen sind.
Hoffe, das ich bald ne Antwort bekomme.
Allerdings kann ich mir jetzt schon denken, das Semafo schreibt, das die Minen nicht davon betroffen sind!!!!

so, Antwort von Semafo kam schneller als gedacht:

The ivory coat situation has no effect on our day to day operations but it clearly has an effect on our stock price as people increase the risk profile of the region !!!
Benoit La Salle FCA
Président et CEO
SEMAFO inc

übersetzt:
Die Elfenbeinmantelsituation hat keinen Effekt auf unsere Alltagsbetriebe, aber sie hat offenbar einen Effekt auf unseren Aktienpreis, während Leute das Risikoprofil der Region erhöhen!

also, doch was Wahres an meiner Vermutung dran
Wenigstens leidet aber das Alltagsgeschäft noch nicht darunter!!

[bernie03]

Antwort auf Beitrag Nr.: 41.303.893 von Mad41 am 01.04.11 14:21:54

ich denke auch das es schneller geht, zumindest das die produktion bis dahin mehrmals
erhöht werden kann,seit den letzten 3 bis 4 jahren hat semafo die eigenen ziele immer übertroffen und ich denke das bleibt auch so, das sie weiterhin konservative prognosen abgeben.

[Mad41]

Blutiger Machtkampf in Elfenbeinküste ist zu Ende

weiter lesen: http://web.de/magazine/nachrichten/ausland/12568432-blutiger…


Hoffentlich wirkt sich das jetzt mal langsam wieder positiv auf den Kurs aus, wenn es daran gelegen haben soll!!

[Mad41]

Montreal, Quebec, April 11, 2011

SEMAFO Produces 60,000 Ounces of Gold in Q1 2011
Gold Sales for the Quarter Up 25% Year Over Year to $79.4 Million


http://www.semafo.com/press-releases-details.php?id=141

[Mad41]

September-October 2010
By Lawrence Williams and MINING.com Editors
Perhaps one of the many problems facing mining companies in developing nations is that the locals - or at least some local politicians - often have little idea of the economics of bringing a mine to production. Even if this is not the case, then there are almost certain to be self-serving politicians taking an adversarial stance and creating problems for investing companies by highlighting what they claim to be deficiencies in contracts entered into between government and mining companies.
Canadian mining company Semafo seems to be facing this kind of problem in Niger, which has had, since February this year, a military government. According to a Reuters report issued on July 9, a government committee set up to tackle economic and financial irregularities has said it is studying a contract signed by Semafo to mine gold in the west of the country.
“Since this company started its activities, Niger has not seen a single franc despite its being a shareholder,” committee president Abdoulkarim Mossi told a news conference of the 20 percent state share in Semafo’s Samira Hill mine.
The statement is probably simplistic; Semafo will certainly have been contributing to the country at least indirectly through taxation, local amenities and infrastructure. If it is basically accurate in that the 20% government share itself has generated no income, however, then it was perhaps naive for Semafo to have come up with an agreement that might have seemed to promise direct revenues to the state that it has been unable to deliver.
Since the committee was formed, the company has vigorously defended itself against the allegations of not benefiting the host country with its operations. While Semafo may not yet have paid out dividends and will only do so when its capital expenditure on the mine has been fully recovered, Benoit La Salle, Semafo’s President and Chief Executive Officer, points out that the company had already paid more than $24.8 million in taxes, royalties and local salaries from 2004 to 2009, $14 million of which represented royalty payments. In addition, the local operating subsidiary company, Société des Mines du Liptako (SML), spent during this period more than $153 million on locally-purchased goods and services.
Semafo points out further that, in 2003, and with the approval of the SML shareholders (which includes the Niger government), SML with Semafo as guarantor undertook a hedging program with bank Société Générale to obtain debt financing for construction of the mine and infrastructures. Since then, Semafo has invested in excess of $80 million in SML. Further, the company notes that in compliance with customary mining practices, SML intends to pay dividends to its shareholders once the capital has been reimbursed to its funding shareholder. In this regard, it is important to note that, according to West African corporate-governing regulations, dividends can only be paid to shareholders once the accumulated deficit has been cleared in full.
“We have always upheld transparent business practices. Our organization is governed by strong ethics and values and we certainly welcome any enquiries or comments in this regard. Our financial reporting and obligations are of the highest standards. We are confident that the Niger committee will confirm this fact and that there will be no major repercussion on SML as a result of this inquiry,” La Salle adds.
Niger is run by a military junta and one only has to see what similar autocratic governments can do in their dealings with foreign mining companies - Guinea for example - to understand that the company’s mine could be under threat given that the committee has, according to Reuters, the power to recommend that contracts deemed to be unbeneficial to the country be annulled.
Samira Hill is a significant operation for Semafo. It started up in 2004. Last year it produced 56,900 ounces of gold - about a quarter of Semafo’s West African production (its other mines are in Burkina Faso and Guinea) - and its latest resource has been estimated to contain some 2.4 million ounces of gold. One hopes for Semafo’s sake that Samira Hill does not become the next African take-away.
Lawrence Williams writes for Mineweb.
Semafo Facing an African Gold Take-Away?
Exploration
Samira Hill is a significant operation for Semafo. It started up in 2004 and last year produced 56,900 ounces of gold - about a quarter of Semafo’s West African production.

[Mad41]

Semafo Inc. (SMF.TO) went down by 4% to $8.87, nearly touching day low, after reporting a total gold production of 60,000 ounces for the first quarter 2011 compared to 65,800 ounces for the same period in 2010, according to Financial Post.

Benoit Desormeaux, Executive Vice President and Chief Operating Officer, said "First quarter production is in line with both budget and our 2011 guidance. We expect increased production as our production budget is stronger for the last three quarters of the year

Read more: http://community.nasdaq.com/News/2011-04/semafo-inc-down-4-a…

[Mad41]

Irgendwie scheint sich hier für Semafo keiner zu interssieren?

http://www.theglobeandmail.com/globe-investor/markets/stocks…

[Moralesmore]

Antwort auf Beitrag Nr.: 41.360.795 von Mad41 am 13.04.11 13:35:24

Aktionär visierte Kursziele von 12 Euro an! Wie steht's um Semafo eigentlich genau?

[Mad41]

Zitat von Moralesmore: Aktionär visierte Kursziele von 12 Euro an! Wie steht's um Semafo eigentlich genau?

...ein bißchen Mühe beim Lesen der Beiträge vorher solltest Du Dir schon geben.
Nur so viel, das Semafo die Erwartungen der Goldproduktion nicht geschafft haben. Geplant waren wohl 65000 Unzen, geschafft haben sie nur 60000 Unzen.
Hinzu kamen wohl die Unruhen an der Elfenbeinküste, die das Kurs-Risiko von Semafo negativ beeinflußt hat.

[cyberdeath]

Gold prices have climbed to record levels this year, but the shares of many gold miners have fallen. Analysts say the unusual situation is unlikely to last.

[Mad41]

Sch..ß Semafo, die ka..en ja gerade richtig ab!!!
Möchte mal wissen, was da wieder passiert isr!?

[Mad41]

Habe an Semafo ne email wegen des Kursrutsches heute geschickt:
Antwort kam prompt:
Currently in BF we have tha army trying to have better living conditions and salaries and they are going at it the wrong way !!! My local guy tell me " This was noy a coup but the army trying the get the president attention" .
My guy on the ground tells me that the capital is calm and it is business as usual . Everyone sees the $$$ coming in from the cotton and the gold and they want to renegotiate their pay !!!! TIA!!!!!
Benoit La Salle FCA
Président et CEO
SEMAFO inc
*******************************************************
SHIT Happened

[sofar]

Antwort auf Beitrag Nr.: 41.375.260 von Mad41 am 15.04.11 16:38:59

hallo,

hier jetzt auch als pressemeldung:

http://www.semafo.com/pdfdb/press/142en.pdf

Business as Usual for SEMAFO’s Mana Mine in Burkina Faso
Montreal, Quebec, April 18, 2011 – SEMAFO (TSX: SMF) today confirmed that recently reported unrest in
Burkina Faso has not caused any disruptions to normal course operations at its Mana Mine.
In the event of a change to normal course operations at the mine, SEMAFO will issue a press release.

[sofar]

Antwort auf Beitrag Nr.: 41.387.751 von sofar am 19.04.11 10:30:55

Hallo,

hier die neueste Präsentation von Semafo:

http://www.gowebcasting.com/events/denver-gold-group/2011/04…

ist vom 15.04.

sofar

[Mad41]

Am 31.5. gibts die nächsten Zahlen.
Hoffentlich gehts dann wieder gen Norden!

http://www.semafo.com/message-to-shareholders.php

First Quarter 2011 Results
Conference Call:
Date: Tuesday, May 31, 2011
Time 10:00 AM (ET)

[Mad41]

SEMAFO Further Expands Mana’s Wona SW Zone
Results Include 4.17 g/t Au Over 32 Meters

Kona Infill Drilling Confirms Mineralization Distribution
Montreal, Quebec, May 12 , 2011 – SEMAFO (TSX: SMF) announced today that recent drilling over the Wona SW zone demonstrates multiple opportunities to further expand underground reserves from those reported in the Mana Underground Feasibility Study. Core drilling values including hole WDC256, which returned 4.17 g/t Au over 32 meters in an area formerly expected to be outside the mineralized zone. Furthermore, results from the in-progress infill drilling program over the Kona open pit area confirmed ore distribution.

The database and block model submitted for the underground Feasibility Study dated October 2010 were closed with diamond drill hole (“DDH”) WDC223 and reverse circulation (“RC”) hole MRC10-214. At year-end 2010, the updated database (up to WDC256 and MRC10-223) and block model over the Wona-Kona area resulted in the addition of resources to the underground, while new resources and reserves were added to the Kona open pit area. From completion of the underground block model database in October 2010 until early March 2011, 46 diamond drill holes representing 24,500 meters were completed over the Wona deposit and 124 RC drill holes representing 16,300 meters were carried out over the Kona zone. The following table illustrates the Wona zone and parallel structure drill results from the last months of 2010 and until early March 2011. The large volume of drilling explains a lengthier than usual assays turnover time.

Wona
Recent drilling results demonstrated significant potential for new reserves, particularly on the southern-most side of the Wona SW zone, as illustrated on the attached figure. These potential incremental reserves are derived from different sources; some are a result of upgrading former low-grade areas, others are upgrading resources from the inferred to the indicated category and therefore enabling the minimum level of confidence to create reserves and finally, some are an extension of the perimeters. An example of the latter is hole WDC256, where an embayment is created, which returned 4.17 g/t Au over 32 meters. This hole is located in an area where inferred resources had not been established prior to the drilling, as we believed it to be outside the mineralization trend. The extensions will require further lengthening of the proposed development. Additionally, due to their width, the project extensions will most likely be in-ore drifts consistent with Avocat Long Hole Mining. Higher than expected grades in certain areas also identified new upside within the current block model. These areas are crossed by planned drifts and therefore easily converted to reserves. Three rigs are active on infill drilling and on the extension of the Wona SW Zone.



The feasibility study of the underground project lowered the bottom of the underground mine by some 90 meters compared with the pre-feasibility planning, to an elevation of 4,770 meters. Accordingly, the very deep exploration drilling program is pushed deeper, with the remaining portion requiring higher grades to achieve economic viability. Infill drilling in the southwest, above 4,770 EL, will increase due to the ease of transformation to reserves, therefore requiring a more significant portion of the drilling program and thus slowing the investigation of the very deep area.

Kona
Recent infill drilling at Kona provides more precision to the reserves and surrounding resources, confirming year-end technical report estimations and ore distribution (ref. Annex 1: Kona Zone Reverse-Circulation Drill Results). This program remains in progress.

The exploration programs were designed and managed locally by Dofinta Bondé and David Lalonde, Mana Mineral’s Exploration Chief Geologists and Richard Roy P.Geo, Exploration Manager, and guided and supervised under the direction of Michel Crevier, P.Geo MScA, Geology Manager and SEMAFO’s Qualified Person who has reviewed this press release for accuracy and compliance with National Instrument 43-101.

For core drilling, all individual samples represent approximately one-meter in length of core, which was sawed in half. Half of the core is kept on site for reference and its counterpart is sent for preparation and gold assaying at the ALS Chemex laboratories in Ouagadougou, Burkina Faso. For RC drilling, all individual samples represent approximately one meter in length of rock chips homogenized and riffle-split to an approximately 2-kilogram subsample, which is sent for preparation and gold assaying at the ALS Chemex laboratories in Ouagadougou, Burkina Faso. Each sample (core and RC) is fire-assayed for gold content on a 50-gram sub-sample at the same ALS Chemex laboratories. In addition to ALS Chemex’s own QA/QC (Quality Assurance/Quality Control) program, an internal quality control and quality assurance program is in place throughout the sampling program, using blind duplicates, blanks and recognized industry standards.

[sofar]

Hier die Zahlen für Q 1:

SEMAFO’s Net Income Increases 70% to $20.4 Million for the First Quarter 2011
Mana Underground Development Receives Green Light

Montreal, Quebec, May 30, 2011 – SEMAFO (TSX: SMF) today announced its first quarter financial and operating results for the three-month period ended March 31, 2011. All amounts are in US dollars unless otherwise stated.

First Quarter 2011 Highlights
In the first quarter 2011, SEMAFO produced 60,000 ounces of gold and achieved gold sales of $79.4 million, compared to gold production of 65,800 ounces and sales of $63.6 million for the corresponding period in 2010. Highlights for the first quarter include:

• Gold production of 60,000 ounces, a 9% decrease year over year
• Gold sales of $79.4 million, an increase of 25% year over year
• Operating income of $25.4 million, an increase of 40% year over year
• Net income of $20.4 million an increase of 70% year over year
• Net income attributable to equity shareholders of the Corporation of $18.2 million or $0.07 per share compared to $11.8 million or $0.05 per share for the same period last year
• Quarterly cash flow from operating activities of $31.2 million or $0.11 per share, a 16% increase year over year
• Record throughput at Mana
• Discovery of the new Yaho gold zone in Burkina Faso
• Identification of new prospective targets at Mana
• Completion of the Wona Underground feasibility study, further confirming the economic viability of an underground mining operation at our Mana property in Burkina Faso


Sofar

[Mad41]

http://www.minenportal.de/artikel.php?sid=15554#Semafo-Inc.-…

Schauen wir mal, vorsichtiger Optimismus macht sich breit...

[sofar]

Antwort auf Beitrag Nr.: 41.699.799 von Mad41 am 25.06.11 14:56:05

Genug Gold ist da und es wird immer mehr...

SEMAFO’s Yaho Zone More Than Doubles Strike Length to Over 1.5 kilometers
Consistent Wide Gold Mineralizations with Zone Remaining Open in All Directions

Meldung vom 28.6. nachzulesen unter:

http://www.semafo.com/press-releases-details.php?id=145

wird Zeit, dass der Markt das anerkennt.

sofar

[grasgruener]

9 CAD wird der nächste Zwischenschritt sein

[sofar]

Antwort auf Beitrag Nr.: 41.756.533 von grasgruener am 07.07.11 15:53:01

Seh ich auch so zumal Semafo weiter sehr effektiv fördert und verkauft...

SEMAFO Announces Second Quarter Production of 63,800 Ounces of Gold
Gold Sales for the Quarter Increase 15% Year Over Year to $100.4 Million

Hab mal ein wenig gerechnet...:

Das bedeutet eine Umsatzsteigerung von 26 % gg. Q1

Setzt man die Kosten aus Q1 in Relation müsste sich das Net income mind.
auf ca. 40 Mio verdoppeln.

würde ca. 15 cents Gewinn / Aktie bedeuten

Am Wednesday, August 10, 2011 ca. 16 Uhr kommen die genauen Zahlen raus.

sofar

Nur meine Meinung und keine Kaufempfehlung.

[bibo68]

zur Info ....


Semafo "buy"

Rating-Update: Zürich (aktiencheck.de AG) - Dan Rollins, Analyst der UBS, bestätigt das "buy"-Rating sowie das Kursziel von 12,50 CAD (Kanadischer Dollar) für die Semafo-Aktie (<CA8169221089>/ WKN 898253). (Analyse vom 07.07.2011) (07.07.2011/ac/a/u)


Gruß
Bibo

[grasgruener]

http://www.marketwire.com/press-release/semafo-drills-429-g-…

Top-Ergebnisse!

[Mad41]

News von Semafo Inc.:

SEMAFO: Initial Drill Results at Mana's Massala-Saoura include 6.77 g/t Au Over 8 Meters
Year-to-date Results Motivate Mana Exploration Budget Increase of $8.5 Million

weiter....

http://www.semafo.com/eflyers/157.html

[Mad41]

http://www.semafo.com/eflyers/158.html

[grasgruener]

http://www.semafo.com/pdfdb/presentation/2en.pdf

[grasgruener]

SEMAFO Plans to Increase Mana's Processing Capacity by 6,000 Tonnes per Day
http://www.stockhouse.com/News/CanadianReleasesDetail.aspx?n…
Semafo Inc SMF 9/8/2011 8:57:56 AMMONTREAL, QUEBEC, Sep 08, 2011 (MARKETWIRE via COMTEX News Network) --

SEMAFO (TSX: SMF) today announced plans to increase the processing capacity by 6,000 tonnes per day ("tpd") at its Mana property in Burkina Faso. The expansion project is aimed at increasing capacity at the plant to 14,000 tpd, representing as much as an additional 120,000 gold ounces annually and potentially bringing Mana's total production to more than 300,000 ounces per annum.

This phase of expansion is in consideration of the positive drill results received from the Fofina, Fobiri and Yaho zones and is to include the construction of a satellite crushing and milling facility. The new facility, which is currently planned for the Fofina-Fobiri area, will prepare the ore for final processing at the Mana plant. This approach will play an important role in supplying increased ore to the processing plant as well as substantially expedite the overall production process of ore from the southern region in a highly economic manner.

Commenting on the expansion, Benoit Desormeaux, SEMAFO's Executive Vice-President and Chief Operating Officer said, "With the geological results delineating the surrounding area's significant potential, we are capitalizing on the opportunity to ensure that SEMAFO is prepared for the forthcoming increase in ore volume associated with these new zones."

Capital expenditures for the expansion project are estimated at $100-$125 million and will be fully funded through SEMAFO's cash flow. The anticipated payback period is less than one year.

As part of the plant expansion the Corporation also plans to build a water pipeline, for which an engineering analysis is already underway. The year-round accessibility will safeguard adequate water supply levels at the mill at all times and is scheduled for commissioning in the second quarter of 2012.

The expansion is scheduled to begin in early 2012 and is expected to be completed during the second half of 2013.

All amounts are in US dollars unless otherwise stated.

[Mad41]

Antwort auf Beitrag Nr.: 42.060.542 von grasgruener am 08.09.11 15:28:18

hier die Ubersetzung dazu:
Der große Widerstand bei 9,58CAN wurde zum Glück übersprungen!!
Weiter so!!!!!!!!!!!!!!!!!!



SEMAFO Plant, die in einer Prozession gehende Kapazität von Mana um 6,000 Tonnen pro Tag zu vergrößern
Montreal, Quebec, am 8. September 2011 - SEMAFO Zu vergrößern (TSX: SMF) heute gab Pläne bekannt, die in einer Prozession gehende Kapazität um 6,000 Tonnen pro Tag ("tpd") an seinem Eigentum von Mana in Burkina Faso zu vergrößern. Das Vergrößerungsprojekt wird zunehmende Kapazität am Werk zu 14,000 tpd gezielt, so viel wie zusätzliche 120,000 Goldunzen jährlich vertretend und potenziell die Totalproduktion von Mana zu mehr als 300,000 Unzen pro Jahr bringend.

Diese Phase der Vergrößerung ist in Anbetracht der positiven Bohrmaschine-Ergebnisse erhalten vom Fofina, Fobiri und Yaho-Zonen und soll das Gebäude eines Satelliten vernichtende und sich prügelnde Möglichkeit einschließen. Die neue Möglichkeit, die zurzeit für das Fofina-Fobiri Gebiet geplant wird, wird das Erz auf die Endverarbeitung am Werk von Mana vorbereiten. Diese Annäherung wird eine wichtige Rolle in der Versorgung von vergrößertem Erz zum in einer Prozession gehenden Werk spielen sowie wesentlich den gesamten Produktionsprozess von Erz vom südlichen Gebiet auf eine hoch wirtschaftliche Weise beschleunigen.

[DerRohstoffbulle]

Exclusives Rearch von Canaccord mit SMF im heutigen "Morning Coffee":

SEMAFO* (SMF : TSX : $10.06), Net Change: 0.70, % Change: 7.48%, Volume: 3,082,040

Like Mana from heaven.

SEMAFO announced plans to increase the processing capacity from 6,000 tonnes per day (tpd) to 14,000 tpd at its flagship Mana mine in Burkina Faso. The expansion is aimed at increasing gold production at Mana by approximately 120,000 ounces per year, bringing total gold production at Mana to over 300,000 ounces per year.

Expansion capex is estimated to be $100-125 million. With over $220 million in cash and cash equival...

[sofar]

Die Zahlen für Q3 sind raus:

SEMAFO Reports Record Third Quarter Revenues, Operating Income and Margin
Operating Income of $40.8 Million - Margin Up 32%

Montreal, Quebec, November 9, 2011, 09:30 EST – SEMAFO (TSX, OMX: SMF) today reported its third quarter financial and operating results for the three-month period ended September 30, 2011. All amounts are in US dollars unless otherwise stated.

Third Quarter 2011 Highlights
• Gold production of 61,500 ounces
• Record gold sales of $102.3 million, a 19% increase year over year
• Record operating income of $40.8 million, an increase of 7% year over year
• Net income of $31.3 million, a decrease of 3% year over year
• Net income attributable to equity shareholders of the Corporation of $29.7 million or $0.11 per share compared to $32.1 million or $0.12 per share for the same period last year
• Cash flow from operating activities of $43.1 million or $0.16 per share, an increase of 3% year over year
• Debt free after the full repayment of our long-term debt
• Announced expansion project plan to increase Mana’s processing capacity to 14,000 tonnes per day
• Agreement with Burkina Faso’s National Electricity Company Sonabel to build a power line connecting the Mana Mine to the National Power Grid
• Listing of SEMAFO’s common shares on NASDAQ OMX Stockholm on October 20, 2011
• Declaration of inaugural dividend of CA $0.02 on November 8, 2011.

A Word from the CEO
The constant solid performance of our Mana Mine in Burkina Faso, bolstered by a strong gold price, has allowed SEMAFO to deliver all-time highs in gold revenues, operating income, and margins.

Our 2011 third quarter revenues increased by 19% over the same period last year, to attain $102.3 million. Operating income was $40.8 million for the quarter, an increase of 7% year over year and 15% for the first nine months of the year compared to the same period in 2010. Our net income of $31.3 million for the quarter brings our year-to-date total to $84.6 million, a 13% increase over the first nine-month period of 2010. During the quarter, cash flow from operating activities amounted to $43.1 million or $0.16 per share.

Part of our operations strategy is to maximize cash flow. This was evidenced by the fact that, despite rapidly rising energy costs industry wide; we realized a record average total cash margin of $984 per ounce sold for the quarter. Our cash operating cost per tonne increased by only 9% for the quarter compared to the same period last year, demonstrating effective cost management. The nine-month total cash margin was $864 per ounce sold compared to $700 for the same period in 2010, a 23% increase.

On the operations side, as our Mana Mine continues to demonstrate its growth potential, we announced another phase of plant expansion aimed at increasing capacity to 14,000 tonnes per day and representing as much as 120,000 additional gold ounces annually. This can potentially bring Mana’s total production to more than 300,000 ounces of gold per annum by 2014. Our decision to further expand the plant is supported by the positive drill results from the Fofina, Fobiri and Yaho zones and currently foresees the construction of a satellite crushing and milling facility, which will prepare the ore for final processing at the main plant.

SEMAFO’s geology team reported consistent values and widths confirming the high-grade mineralization in the Fofina area, with some similarities to the gold-producing Nyafé zone. Also during the quarter initial drill results from the Massala-Saoura zone, located at the northern tip of our property, provided encouraging results. The team expanded the Wona SW deep zone with drill results including 4.07 g/t Au over 43 meters, while parallel zones showed interesting values and thickness that suggest important swelling, which will be taken in consideration in the underground development. Very recently, Kona open pit area infill drilling confirmed the distribution of the mineralization and outlined higher-grade zones.

We continue to believe that our 115-kilometer long Mana property is one of the best gold projects in West Africa, with the potential to become a mining district. Our systematic approach has led us to discover the very important Fofina and Fobiri zones some 18 months ago and the new Yaho zone, which is located in the same general area, early this year. Our drilling campaign continues to provide noteworthy results, identifying potential reserves and resources development opportunities and project expansion possibilities. Taking into consideration our growth strategy and production objectives, during the third quarter we allocated an additional $8.5 million to Mana’s exploration budget, bringing the 2011 total budget for the property to $38.5 million.

Consolidated Results and Mining Operations

Quelle: http://www.semafo.com/press-releases-details.php?id=165

Bin jetzt nicht restlos begeistert, da die Kosten im Verlgeich zum Umsatz deutlich schneller gewachsen sind...
Hoffe aber in Q4 mit sinkendem Ölpreis auf bessere Margen.
Langfristig wird Semafo durch den Bau der Stromleitung da noch weiters Sparpotenzial heben.

Ich bleib weiter vorsichtig optimistisch.

sofar

[Mad41]

Analyse

13.12.11 Semafo (NA, Kurs 7,20 C$, MKP 1.966 Mio $) meldet für das Septemberquartal eine Goldproduktion von 61.500 oz, was einer Jahresrate von etwa 250.000 oz entspricht und die Planungen erfüllt. 45.100 oz der Produktion stammen aus der Mana Mine in Burkina Faso, 11.200 oz aus der Samira Hill Mine im Niger und 5.200 oz aus der Kiniero Mine in Guinea. Bis 2014 soll die jährliche Produktion auf über 300.000 oz gesteigert werden, was erreichbar erscheint. Dabei soll ausschließlich die Produktion in der Mana Mine gesteigert werden. Bei Nettoproduktionskosten von 733 $/oz und einem Verkaufspreis von 1.717 $/oz konnte eine Bruttogewinnspanne von 984 $/oz umgesetzt werden. Der operative Gewinn stieg auf 39,2 Mio $, was einem aktuellen KGV von 12,5 oder 637 $/oz entspricht. Auf der Basis einer jährlichen Produktion von 300.000 oz erreicht die Lebensdauer der Reserven 9,4 Jahre und die Lebensdauer der Ressourcen 20,0 Jahre. Semafo ist nicht durch Vorwärtsverkäufe belastet. Im November 2011 wurde eine erste Dividende von 0,02 $ bezahl, was auf der Basis einer halbjährlichen Dividende einer Rendite von 0,6 % entspricht. Am 30.09.11 stand einem Cashbestand von 193,3 Mio $ eine gesamte Kreditbelastung von 79,7 Mio $ gegenüber.

Beurteilung: Semafo präsentiert sich als sehr gewinnstarker mittelgroßer nordamerikanischer Goldproduzent mit einem soliden Wachstumspotential. Positiv sind die hohe Gewinnspanne, die lange Lebensdauer der Reserven und Ressourcen sowie der hohe Cashbestand und die niedrige Kreditbelastung. Negativ sind die Produktionsstandorte in Mali, Niger und Guinea. Sollte Semafo eine Produktion von 300.000 oz bei gleicher Gewinnspanne realisieren können, würde das KGV auf 10,4 zurückfallen.

© Martin Siegel

zu lesen (ziemlich weit unten)
http://www.shareribs.com/rohstoffe/metalle-und-minen/news/ar…

[wulfen40]

... sieht super aus:

[wulfen40]

.... na die hat sich aber wieder mal gefangen!

7,35 $ sind 5,66 €

[wulfen40]

Hier scheint ja recht wenig los zu sein - obwohl die Aktie eigentlich gut läuft. Leider sind die Umsätze in Deutschland echt bescheiden: gleich "O"!!!!

Ist hier eigentlich jemand investiert?

[sofar]

Antwort auf Beitrag Nr.: 42.611.469 von wulfen40 am 18.01.12 17:47:25

hi wulfen,

wer hätte gedacht, dass dein nick durch unseren Präsi mal in Misskredit gezogen wird....

nix für ungut.

bin seit 2008 der societe treu.

seit 0,66

aber was soll ich das ding feiern. Ich finde es sieht deutlich besser aus, als vor einem Jahr, aber da stand Semafo bei CAD 14. Sie finden Tonnage wo sie auch bohren.

Sie bezahlen die Mienenerweiterung bei Mana aus dem CF und verbilligen demnächst die Kosten durch Umsteig von Diesel auf Elektroversorgung.

Obendrein bin ich vom Corparate Responsibility Programm des Unternehmens begeistert.


Aber meine Meinung interessiert den "Markt" (was immer das ist) zur Zeit nicht.

ABER: ich hab Zeit.....

vg sofar

[wulfen40]

Antwort auf Beitrag Nr.: 42.612.273 von sofar am 18.01.12 19:55:56

"""wer hätte gedacht, dass dein nick durch unseren Präsi mal in Misskredit gezogen wird....""" Ähh, sorry?

...seit 0,66 dabei - Respekt, da ist aber ein fettes GRÜN im Depot! Ich hoffe das Ding geht auch mal wieder in den Bereich von 14 CAN zurück. aber wie immer bei solchen Investment muss man auch Stehvermögen haben. Das scheinst Du zu haben und vor allem Vertrauen und Wissen was hier abgeht.

Find ich Super!

[sofar]

Antwort auf Beitrag Nr.: 42.612.710 von wulfen40 am 18.01.12 21:05:15

ja geht so.

zu viel werbung lockt nur clowns und fische an, und so was will ich hier nicht sehen.

Bin zwar informell beim state of the art, aber bilanziell nicht so fit.
deshalb wundert mich:

Kannst Du mir erklären wieso nach Q3 bei total cash margin von 864 $ und 180.000 verkauften Unzen = ca. 160+x Mio. Gewinn bei mir, bei Semafo aber nur ca 80 mio. net income hängen bleiben?

Danke im Vorraus

sofar

[wulfen40]

Antwort auf Beitrag Nr.: 42.613.030 von sofar am 18.01.12 21:57:29

... wo hast Du die Zahlen her? Vergleichst Du vieleicht Umsatz mit Gewinn, Nettogewinn etc.?

PS: Clows und Fische (..wie bei MMY) braucht es hier wirklich nicht!

[sofar]

Hi,

Q 3 Bericht auf

http://www.semafo.com/pdfdb/finreport/34en.pdf

Differenz zwischen Umsatz und operating income ist sehr hoch, wenn man im Vergleich dazu Goldpreis und total Cash cost in die gleiche Relation setzt.

Welchen bilanziellen Denkfehler mach ich da?

Danke

sofar

[sofar]

SEMAFO Discovers New Mineralized Horizon at Samira Hill in Niger
Including Values Up to 1.48 g/t Au Over 43 Meters, 1.41 g/t Au Over 32 Meters and 1.89 g/t Au Over 22 Meters

Q:http://www.semafo.com/press-releases-details.php?id=187


Das dürfte jetzt auch noch das Potenzial der kleineren Mine erhöhen, zumindest aber das Minenleben verlängern...

sofar

[Global-Player83]

Was ist los bei Semafo? Die Aktie schmierte gestern 17% auf 4,32 $ ab...kennt jemand Ursachen?

Hat das was hiermit zu tun:

http://www.kitco.com/reports/KitcoNews20120711_MM.html

[Global-Player83]

rasanter absturz auf 3,55 $... was ist hier los?

[Mad41]

Zitat von Global-Player83: rasanter absturz auf 3,55 $... was ist hier los?

Keine Ahnung, was hier los ist.
Auch im Stockhouse-Forum ist man ratlos.
Resource wird um 18 % erhöht, Kurs geht in den Keller.
Anscheinend reißt es hier einen SL nach dem anderen.

Es gab mal vor einiger Zeit das Gerücht, das SEMAFO ein Übernahmekandidat sein soll?
Anscheinend sind hier ein paar "Big-Player" am Werk, die den Kurs nach unten drücken!!
Bin echt ratlos und könnte echt k.tzen!!!
Muß ich eben aussitzen!!

[Mad41]

aus dem Stockhouse-Forum bereits mit google übersetzt:


Semafo Inc. (SMF-T C $ 4,35) Leily Omoumi, MBA - 416-945-4527
(Scotia Capital Inc. - Kanada)
Kurzfristige Produktion sieht gut aus, Long-Term Growth Bears Unsicherheit
Veranstaltung
| SMF neue Reserven und Ressourcen und neuen O / P Pläne auf Mana veröffentlicht.
Implikationen
| Am Mana, insgesamt Ressourcen, inklusive der Reserven, um 15% auf 6,86 Moz erhöht. Reserve
betrug 1,98 Moz, ein leichter Rückgang gegenüber den 2010 insgesamt 2,16 Moz. Unternehmensweite, SMF
berichtet, dass insgesamt Mittel in 10,31 Moz, ein Anstieg um 9% über das Jahr 2010 insgesamt 9,45 Moz.
| SEMAFO hat ihre Pläne geändert am Mana aus einem kombinierten Tagebau-und U-Bahn
Betrieb auf einen Tagebau einzige Operation. Die projizierten LOM Abraumkosten am Wona-
Kona "Super-Grube" von 240 Millionen Dollar (inklusive $ 23M in 2012) ist viel höher als erwartet.
| Im Süden bei MAN, zeigen vorläufigen metallurgischen Ergebnisse niedriger als erwartet
Erholungen für den Sulfiden (40% der M & I) mit CIL. Allerdings sind Tests für andere laufende
potenzielle Verarbeitungsverfahren und wir erwarten weitere Informationen in Q4/12.
| Unsere NAV3% hat zu C $ 4,52 $ 5,60 aus C zuvor gesunken.
Empfehlung
| Wir sind weiterhin für SMF solides Quartal zu Quartal Produktionsergebnisse mögen. Obwohl unsere
NAV3% und Ein-Jahres-Kursziel deutlich gesunken sind, haben wir unser 1-SO gepflegt
angesichts der scharfen Pullback des Aktienkurses nach der Veröffentlichung. Unsere neuen Ein-Jahres-
Kursziel von C $ 6,50 bietet eine 50% Rendite auf den Schlusskurs der SEMAFO von C $ 4,35.


Link dazu aus dem Stockhouse-Forum:
http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

allgemeiner Link zu SEMAFO ins Stockhouse-Forum:
http://www.stockhouse.com/Bullboards/SymbolList.aspx?s=SMF&t…

[Global-Player83]

"MONTREAL - Semafo Inc. (TSX:SMF.TO - News) says the sale of a short-term investment will result in a loss for the second quarter, but that the company's cash position remains strong and it expects to meet its 2012 production target.

"In the second quarter, we sold an investment and accordingly will record a non-recurring loss of $24.3 million, for which a $9.5 million loss in value was previously recorded in comprehensive income and already reflected in our equity," Semafo president and chief executive Benoit La Salle said in a statement.

"Notwithstanding this loss, our cash and working capital position remains strong."

http://ca.finance.yahoo.com/news/semafo-produces-60-500-ounc…

Vlt. ist die Tatsache das Semafo in Q2 einen Verlust schreiben wird, die Ursache für den Kursabsturz.

[Global-Player83]

aktuelle News:

Ursachen für den Kurssturz

http://www.mineweb.com/mineweb/view/mineweb/en/page66?oid=15…

[sabinho]

so kinder, jetzt wird zugekauft, aber hallo! der zuvor gepostete artikel beschreibt doch deutlich, dass dieser sell off weit übertrieben ist, nervöse marktlage plus enttäuschte erwartungen gleich hardcoresturz, aber mal ehrlich, das sind doch die gelegenheiten, um güntig zuzuschlagen. semafo ist eine hervorragend geführte company mit gutem cashflow, guter öffentlichkeitsarbeit und guten wachstumsaussichten. was will man mehr...

[SayTheTruth]

Antwort auf Beitrag Nr.: 43.380.601 von sabinho am 12.07.12 21:41:20

Habe die Gelegenheit heute genutzt und bin mit erster Posi dabei...

Good Luck @ all

[Global-Player83]

"Semafo Inc. says the sale of a short-term investment will result in a loss for the second quarter"

bedeutet short-term investment --> kurzfristiges anlagevermögen?

was hat semafo verkauft?

und warum haben sie dabei verlust gemacht?

kann das rätsel jemand lösen?

[Global-Player83]

Vlt hat es ja auch was mit der Transformation der Mine zu tun?

http://ca.finance.yahoo.com/news/semafo-loses-one-third-valu…

[Mad41]

aus dem Stockhouse-Forum zu Semafo:


Hier haben wohl einige ANAL-ysten SEMAFO abgeratet und dann selbst zugeschlagen

Selling because analysts who can' t see in front of their noses? The news was good. Who do you think is buying all your shares? That's right, the analysts who downgraded.

Does nobody understand?

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=SM…

[Global-Player83]

Analysts at Desjardins Securities, Scotiabank , TD Securities and BMO Capital Markets significantly reduced their current price targets for the company.


Scotiabank analyst Leily Omoumi cut the bank's price target on the stock to $6.50 from $8.25 on the news, but remained positive on the company.

CIBC von 10 CAD auf 7 CAD ("sector outperform")
Desjardings von 8,25 CAD auf 4,50 CAD (von buy auf Hold)

[wulfen40]

... der Kursrutsch der letzten Tage hat mich veranlasst (in Stuttgart) meine SEMAFO Bestände aufzustocken. Ich muss doch mal wieder ins GRÜN kommen!!!!

[wulfen40]

... na dann mal los:

[tommy-hl]

Hallo,

JenningsCapital hält den Abverkauf für übertrieben und hat ein 12-Monats-Kursziel von C$ 8,- rausgelegt.

Auszug aus dem Report vom 13.07.:

Recommendation: BUY
Revised 12-Month Target: C$8.00
SEMAFO INC. (TSX-SMF C$3.39)
Risk Rating: ABOVE AVERAGE

Recommendation: We continue to rate SMF a BUY and
believe the recent selloff is overdone. Indeed, a sensitivity
analysis at spot gold requires us to eliminate the entire resource
base from our valuation matrix in order to reach parity. Although
we agree that management could have handled the situation
better, we do not think that warrants discounting the resources
and blue-sky upside to zero.

Gruß
Tommy

[SayTheTruth]

Antwort auf Beitrag Nr.: 43.386.225 von tommy-hl am 14.07.12 13:54:53

Benoit La Salle erscheint das aktuelle Niveau wohl auch als attraktiv - er holte sich freitags 25'000 Stk. zu 3.45 CAD...

http://canadianinsider.com/node/7?menu_tickersearch=SMF+|+Se…

MfG.

STT

[wulfen40]

Tja, Erholung von dem Absturz der letzten Woche sieht dann wohl anders aus!!!!

[Global-Player83]

Semafo 3,10 $

ob alle marktteilnehmer schon realisiert haben,das es im 2. Quartal verluste geben wird?

rate allen nicht-investierten dazu erstmal die quartalszahlen abzuwarten..vlt taucht die aktie ja nochmal unter die 3 $ marke

[gehtwas]

Zitat von Global-Player83: Semafo 3,10 $

ob alle marktteilnehmer schon realisiert haben,das es im 2. Quartal verluste geben wird?

rate allen nicht-investierten dazu erstmal die quartalszahlen abzuwarten..vlt taucht die aktie ja nochmal unter die 3 $ marke

06.06.12 2012 Second Quarter Results: SEMAFO will host a conference call on Thursday, August 9, 2012 to discuss the results, as well as to provide an update on operations

in zwei wochen sind wir schlauer

gehtwas

[gehtwas]

SEMAFO Announces Changes to Chief Executive Officer Position


http://www.stockhouse.com/News/CanadianReleasesDetail.aspx?n…

gehtwas

[Mad41]

Zitat von gehtwas: SEMAFO Announces Changes to Chief Executive Officer Position


http://www.stockhouse.com/News/CanadianReleasesDetail.aspx?n…

gehtwas

Ergebnisse 2.-tes Quartal:

http://www.semafo.com/press-releases-details.php?id=192





übersetzt:
http://translate.google.com/translate?hl=de&sl=auto&tl=de&u=…

[gehtwas]

Antwort auf Beitrag Nr.: 43.471.625 von Mad41 am 08.08.12 17:52:21

sieht doch gar nicht so übel aus - oder?

gehtwas

[Mad41]

Zitat von gehtwas: sieht doch gar nicht so übel aus - oder?

gehtwas

Joh, in der Übersetzung gefällt mir besonders folgender Abschnitt:

Insgesamt Produktion und Cash-Betriebskosten für das zweite Quartal sind im Einklang mit unseren Zielen und wir bleiben zuversichtlich, dass wir unsere jährliche Produktion Leitung von zwischen 235.000 und 260.000 Unzen Gold mit einem Cash-Betriebskosten von zwischen $ 700 und $ 750 pro Unze erreichen.

Wir sind nicht mit einem Kurs, der nicht reflektiert den Wert und das Potenzial von unserem Unternehmen. Wir werden auch weiterhin fleißig arbeiten in allen Bereichen der Organisation zu demonstrieren, dass das Vertrauen in die Gesellschaft voll gerechtfertigt ist. Wir sind weiterhin finanziell gesund, wir haben keine Schulden, wir sind nicht abgesichert, haben wir 148.000.000 $ in bar und generieren wir rund USD 100 Mio. der Goldverkäufe pro Quartal. In Zukunft wird unsere Produktion konstant bleiben, während wir in organisches Wachstum investieren.

Sie sind auch nicht begeistert von dem Kurswert,
ich frage mich nur, warum SEMAFO so runtergeprügelt wurde???
In irgendeinem Artikel war doch die Rede von einer möglichen Übernahme?
Naja, abwarten und Tee (oder Bier ) trinken und aussitzen...

[gehtwas]

Antwort auf Beitrag Nr.: 43.471.882 von Mad41 am 08.08.12 18:47:48

Ich hoffe nicht das die so schnell übernommen werden

KGVe:
8,2432

DIVe:
1,33%


Ein KGV von 16-18 würde ich für gerechtfertigt halten, da ist noch Lunft nach oben - insbesondere wenn der Goldpreis weiter steigt.

gehtwas

[gehtwas]

SEMAFO Discovers High Grade Siou Zone at Mana
Including Values of Up to 12.56 g/t Au (20.08 g/t Au Uncut) Over 12 Meters

http://www.stockhouse.com/News/CanadianReleasesDetail.aspx?n…


20g/t in Burkina Faso - das sind absolute Top- Werte

gehtwas

[gehtwas]

Vancouver (www.aktiencheck.de) - Kerry Smith, Ardem Keshishian und Maria Kalbarczyk, Analysten von Haywood Securities, bewerten die Aktie von Semafo (ISIN CA8169221089 / WKN 898253 ) mit dem Rating "sector outperform".


Das Kursziel werde bei 6,00 USD gesehen. (Analysevom 29.08.2012) (30.08.2012/ac/a/a)
Offenlegung von möglichen Interessenskonflikten: Mögliche Interessenskonflikte können Sie auf der Site des Erstellers/ der Quelle der Analyse einsehen

http://www.stock-world.de/ac_analysen/Ausland/SEMAFO-Aktie-s…


gehtwas

[gehtwas]

Semafo Breaking Key Resistance Level


Semafo (SEMFF.PK) is a Quebec-based miner with mines in Burkina Faso, Niger, and Guinea, West Africa. The company's primary asset, the Mana Mine, is located Burkina Faso.

As the 1-year chart below illustrates, the stock has been extremely volatile and not particularly kind to long-term investors as it is to traders.

As the chart shows, the stock experienced a deep correction in early July due to a resource estimate report that did not meet market expectations, which were inflated after the former CEO boosted market expectations of the Wona-Kona Super Pit. The estimate returned total reserves and resources of 7.3M ounces (not including the inferred resource), up 1.3 million ounces from the prior estimate, at a grade of 1.80 grams per tonne.

The stock broke a key resistance level of the $4 level today (Friday) and is one of the best performing gold producers from a price action perspective. Technically speaking, both the MACD and RSI indicate a strong upside trend has been forming in the past 4-5 weeks and the next resistance range is between $5.40-$5.60, leaving a healthy potential upside for those willing to take the risk.






Fundamentally, the company is an excellent operator with notably good senior management. The company has no debt and carries roughly 15 percent of its market capitalization in cash.

The stock, however, comes with risks. As the chart illustrates, the stock has not been kind to buy-and-hold investors and is still in a bear trend. Technically, the recent positive trend in the stock could end-up being another bear rally as in the past. As the MFI shows, the volume or money flow did not break into higher highs as the stock did. In addition, the recent resource estimate resulted in a 7.3M ounces of gold at a grade of 1.8 grams per tonne, which is a slight deterioration from the prior grade estimate of 2010.

The company also operates in West Africa, a region of the world notorious for political instability as we have seen recently with Mali (Mali borders Burkina Faso); therefore, the risk (and therefore valuation discount) is higher in relation to a North American miner. In fact, Burkina Faso is currently facing some challenges with floods and might see the mining sector as a means to raise additional funds as it recently did by introducing a 20 percent tax on mine license sales.

Thus, an investment in Semafo offers a great opportunity for upside potential, but due to some of the risks inherent in the company this is not a buy-and-hold investment, but a trading vehicle



http://seekingalpha.com/article/853891-semafo-breaking-key-r…

gehtwas

[Wellaflex]

QE3 - Mit Gold mining stocks kann man im Moment nicht viel Falsch machen! Ich denke das Kurse unterhalt von 4-5$ schon bald Geschichte seien werden.

[Wellaflex]

Die 4$ sind überwunden. Sehen wir mal wie lange es noch bis zur 5$ ist.

[Wellaflex]

Nun um die 4,5$

[Wellaflex]

Globe says TD analyst targets Semafo at $6

2012-09-21 06:28 ET - In the News

The Globe and Mail reports in its Friday, Sept. 21, edition that TD Securities is bullish on gold. The Globe's Darcy Keith writes in the Eye On Equities column that economic stimulus plans in the United States, Europe and Japan will likely give gold a boost. TD analyst Greg Barnes says the stimulus programs "leave the door open for gold to move higher in the face of increased liquidity and rising inflation concerns." TD raised its forecast for gold to average $1,690 (U.S.) an ounce this year; $1,900 (U.S.) in 2013 and $1,800 (U.S.) in 2014. For silver, the forecast is $31.08 (U.S.) an ounce for this year; $36 (U.S.) in 2013 and $32 (U.S.) in 2014. Since the start of September, the gold price has risen 5 per cent, while the S&P/TSX Gold Index has climbed 14 per cent, notes Mr. Barnes. "We believe that the outperformance by the gold equities over the past month reflects two things. Gold equities were oversold in our view, and investors are beginning to believe that the capital expenditure and operational expenditure inflation that has dogged the producers for the past three years is starting to moderate." TD upgraded Semafo ($4.46 (Canadian)) to "buy," with a 12-month target price of $6 (Canadian).

[sheriffxl]

Wieder gute Bohrergebnisse,hoffe der Laden gewinnt bald mal wieder an Schwung.

SEMAFO Confirms Continuity of the High Grade Siou Zone: Including Values of Up to 19.22 g/t Au (23.05 g/t Au Uncut) Over 4 Meters
Semafo Inc.

MONTREAL, QUEBEC -- (Marketwire) -- 11/20/12 -- SEMAFO (TSX: SMF)(OMX: SMF) today announced follow-up drilling results from its high-grade Siou zone located approximately 15 kilometers east of the Mana mill. The central 700 meters of the zone demonstrate ongoing good continuity of the high-grade quartz vein zone with local swelling ranging up to 10 meters wide (e.g. hole MRC12-2161: 5.58 g/t Au across 10 meters). In addition, other associated structures not presented in the table below have returned grades higher than previously obtained similar to the main Siou zone. For example, hole MRC12-2376 returned 10.85 g/t Au across 3 meters (11.88 g/t Au uncut) at a depth of 137 meters.


Following the discovery of the Siou zone in August 2012, a follow-up reverse-circulation ("RC") drilling program was completed in October 2012 to reduce spacing from 200 meters to 100 meters within the core 800 meters of strike length (sections 1321400N to 1322200N). In addition, a 200 meter-long section of the zone (section 1321800N to 1322000N) was drilled at 50-meter spacing to refine the interpretation and establish the continuity of the high grade vein zone. A total of 43 RC holes (5,612 meters) covering six new fences were drilled. The following table presents the new drilling highlights, while a complete table of all Siou zone intercepts to date (including results reported on August 29, 2012) is presented in Appendix 1.


Siou Zone Follow-up Drilling Highlights



----------------------------------------------------------------------------
DDH No. Section (N) From (m) To (m) Au(i) / Length(ii)
----------------------------------------------------------------------------
MRC12-2394 1322200 134 137 7.64 g/t / 3 m
----------------------------------------------------------------------------
MRC12-2172 1321950 133 135 3.79 g/t / 2 m
----------------------------------------------------------------------------
MRC12-2163 1321850 24 30 2.25 g/t / 6 m
----------------------------------------------------------------------------
MRC12-2164 1321850 14 21 3.87 g/t / 7 m
----------------------------------------------------------------------------
MRC12-2370 1321850 107 111 9.48 g/t / 4 m
----------------------------------------------------------------------------
(12.51 g/t uncut)
----------------------------------------------------------------------------
MRC12-2371 1321850 65 70 8.54 g/t / 5 m
----------------------------------------------------------------------------
(9.94 g/t uncut)
----------------------------------------------------------------------------
MRC12-2161 1321800 21 31 5.58 g/t / 10 m
----------------------------------------------------------------------------
MRC12-2173 1321800 63 66 12.15 g/t / 3 m
----------------------------------------------------------------------------
(13.98 g/t uncut)
----------------------------------------------------------------------------
MRC12-2174 1321800 102 106 19.22 g/t / 4 m
----------------------------------------------------------------------------
(23.05 g/t uncut)
----------------------------------------------------------------------------
MRC12-2175 1321800 144 147 10.66 g/t / 3 m
----------------------------------------------------------------------------
(15.00 g/t uncut)
----------------------------------------------------------------------------
MRC12-2376 1321600 97 103 8.41 g/t / 6 m
----------------------------------------------------------------------------
(8.53 g/t uncut)
----------------------------------------------------------------------------
MRC12-2377 1321600 53 55 4.70 g/t / 2 m
----------------------------------------------------------------------------
MRC12-2378 1321600 24 28 6.55 g/t / 4 m
----------------------------------------------------------------------------
(i) All individual samples are cut at 30 g/t Au as per Nyafe Deposit
procedures.
(ii)All lengths are measured along the hole axis, which is interpreted to be
roughly equivalent to true widths.


As shown in the above table, on Figure 1 and in Appendix 1, a continuously high-grade core can be traced between sections 1321500N and 1322200N, while more sporadic high grades were obtained on the lateral extents. The high-grade core appears to plunge shallowly towards the north and remains open below the drilled depth of 130 meters vertically. Furthermore, related structures flanking the main Siou vein have returned values higher than previously obtained such as hole MRC12-2376, which returned 10.85 g/t Au across 3 meters (11.88 g/t Au uncut). The potential of the subsidiary zones and their geological relationship with the main zone have yet to be established.


During the month of October four preliminary metallurgical test samples from the Siou main zone were sent to SGS SA South Africa laboratories, the results of which are expected in the first quarter 2013. Meanwhile, drilling along the Siou-Kokoi trend is ongoing in order to identify new zones of mineralization. Results of this program are expected by the end of 2012.


SEMAFO is currently compiling the Siou data in order to include the new discovery in the 2012 year-end resource estimate. In addition, a delineation drilling program is currently underway and is expected to be completed in the first half of 2013.


Michel Crevier, P.Geo, MScA, Vice-President Exploration and Mine Geology is SEMAFO's Qualified Person and has reviewed this press release for accuracy and compliance with National Instrument 43-101.


All individual samples represent approximately one-meter in length of core, which was sawn in half. Half of the core is kept on site for reference and its counterpart is sent for preparation and gold assaying to the ALS Mineral Division laboratories in Ouagadougou, Burkina Faso or to SEMAFO's Mana Mine Lab which uses separate sample preparation equipment exclusive to exploration samples. For RC and air core drilling, all individual samples represent approximately one-meter in length of rock chips homogenized and riffle-split to an approximate two-kilogram subsample, which is sent for preparation and gold assaying to the ALS Mineral Division laboratories in Ouagadougou, Burkina Faso or to SEMAFO's Mana Mine Lab. Each sample (core and RC) is fire-assayed for gold content on a 50-gram subsample. In addition to ALS Mineral Division's own QA/QC (Quality Assurance/Quality Control) program and Mana Lab's own QA/QC program, an internal quality control and quality assurance program is in place throughout the sampling program, using blind duplicates, blanks and recognized industry standards.

[gehtwas]

SEMAFO Provides Production Update Additional Exploration Budget of $1 Million for Siou Zone at Mana
M2 Communications
ENP Newswire - 14 December 2012

Release date- 12122012 - Montreal, Quebec - SEMAFO Inc. (TSX, OMX: SMF) today provided the investment community with a production update following the Corporation's challenging third quarter.

For October and November 2012, production totalled 43,600 ounces of gold. During the two-month period SEMAFO'S flagship Mana Mine produced a total of 33,300 ounces of gold, representing 76% of total production. Results include 2,300 ounces that remained in Mana's gold in circuit inventory as stated in the Corporation's third quarter MD&A.

In light of the encouraging results received to date from the high-grade Siou zone, the Corporation has decided to increase the 2012 exploration budget by one million dollars in order to carry out additional drilling over the area.

Accordingly, two diamond drill rigs are currently active on the zone. SEMAFO's geology team expects to complete approximately 8,000 meters of core drilling prior to year-end and thereby add this new discovery to the December 31, 2012 resource estimate. The objective is to add the Siou zone to reserves by the end of 2013.

With production having returned to more acceptable levels, the Corporation expects to attain the lower end of its 2012 production guidance of between 235,000 and 260,000 ounces of gold at a cash operating cost of $700-$750.

Production numbers are preliminary and are subject to final adjustment.


http://www.equities.com/news/headline-story?dt=2012-12-14&va…


gehtwas

[combatiente]

Was müssen Goldproduzenten (i.w.S. Minenunternehmen) in 2013+ anders machen, um wieder Vertrauen zurück zu gewinnen und den Markt und die Aktionäre überzeugen zu können..?

http://rohstoffaktien.blogspot.de/2012/12/was-mussen-goldpro…

[dottore]

dieser Wert war ja schon mal Börsenliebling. Sicher nicht ohne Grund.

Der gestrige Ansturm auf Rohstoffwerte war kein Zufall. Die Fiskalklippe ist noch nicht erledigt und auch eine Kompromißlösung in 6 oder 8 Wochen wird zu Inflation über erhöhte Rohstoffkosten führen und zu einer "Rezession" durch verminderte Kaufkraftige Leute. Paradoxon, aber durchaus möglich. In der Patsituation kann an den Zinsen nicht viel gemacht werden, also wird die Inflation zunehmen, obwohl der Konsum abnehmen könnte. Die Soziale Schere öffnet sich mehr. Bin gespannt, wie man voeher noch sein Vermögen in trockene Tücher bringen kann. Sachwerte sind damit gemeint.

Jaja 2013 wird nicht so rosig, wie derzeit an den Börsen gespielt. In edr Tat wackeln die Kurse im Moment (und morgen sieht alles wieder ganz anders aus)

[dottore]

heute ist "morgen" und es sieht überhaupt nicht anders aus. Erst in der zweiten Handelshälfte brach der Kurs ein, und das ganz gewaltig.

Mir ist das nicht klar. Der Chart spricht eine klare Sprache. Der Abwärtstrend ist massiv und intakt. Der Kursanstieg um 6 % war zu erwarten, dass der konsolidiert, aber dass der wieder ganz verschwindet und es abwärts weiter gehen soll? Manno (ich weiß, dass ich schwafel und keine harten Fakten liefer)
Buffett hat gesagt: Sonnenenergie und alle stürzen sich darauf. Hat er nicht auch Rohstoffe gesagt, wie schon mal vor 6 Jahren? Was den Hype 2 Jahre später ausgelöst hatte.

[dottore]

bin im Januar schnell wieder raus (mit kleinen Verlusten) Wäre ich drin geblieben, damals 3,30 Cad$ würde ich jetzt noch 2,80 cad$ bekommen.

Schrecklich! Und der Abwärtstrend geht unverdrossen weiter, obwohl der Goldwert nicht mehr fällt.

Das dauert hier noch eine Weile

[XIO]

Antwort auf Beitrag Nr.: 44.119.330 von dottore am 08.02.13 15:15:41

Industriestaaten helfen Mali bei Entsorgung gefährlicher Bodenschätze

http://qpress.de/2013/02/04/industriestaaten-helfen-mali-bei…

[sheriffxl]

Super Artikel,vielen Dank fürs Reinstellen.Kannte die Seite noch gar nicht.Bin immer wieder froh,wenn ich sehe,dass es noch Menschen gibt,die über den Tellerrand blicken.

[Global-Player83]

was hat semafo mit mali zu tun?

offtopic

[sheriffxl]

Eigentlich nix,ausser dass Semafo gleich nebenan produziert und es niemals schaden kann,wenn man das grosse Ganze im Auge hat.

[sheriffxl]

Press Releases

Back to listing
SEMAFO Reports Continuous Near-Surface High Grades at Siou
Shallow North Plunge Points to Depth Extension

Montreal, Quebec, February 7, 2013, 9:30 EST – SEMAFO Inc. (TSX, OMX: SMF) today announced that results from its Phase I delineation drilling program at Siou confirm both grade and vein thickness, particularly within the core 500-meter strike length of the mineralized zones. Current interpretation identifies six different zones generally located in the hanging wall of the main Siou Zone. Results to date suggest that of the zones identified, Siou and Nine show the best continuity and grades.

In addition, a few deeper drill holes were completed along the interpreted shallow north plunge, including WDC-613, which returned 5.45 g/t Au across 4.9 meters at a depth of 200 vertical meters below surface and WDC-609, which returned 7.78 g/t Au across 4.2 meters at roughly the same elevation, but 200 meters north of WDC-613.

Delineation drilling on the Siou Zone commenced late in the fourth quarter 2012 and consisted of 8,797 meters in 43 core holes. The objective of this program was to reduce the drill hole spacing to 50 meters for the top 150 meters of the zone and complete a few deeper cuts in order to trace the potential down-plunge of the deposit. The results of this program will serve as the basis for the inferred resource estimate to be included in the upcoming end-of-year reserves and resource update.

“Our objective for Siou is to include the deposit in our reserve base in 2013,” said Michel Crevier, SEMAFO’s Vice-President Exploration and Mine Geology. “Our exploration team remains focused on fast-tracking the Siou deposit towards an eventual production decision. Thus far, the deposit has passed every step towards this objective with brio and continues to provide excellent targets for additional resources, particularly at depth. Furthermore, the exceptional metallurgical results that we recently announced for Siou with recovery rates of over 95% greatly enhance the potential of the zone.”

The following table presents the drill result highlights of the recent core drilling program.

The Siou is located along the Kokoi Trend, which corresponds to a north-northeast trending magnetic lineament that can be seen over a distance of approximately 30 kilometers. Recent drilling enabled the identification of a total of six (6) sub-parallel zones of quartz veining and gold mineralization within a 50-meter wide corridor of the favourable felsic intrusive contact. Although zones Siou and Nine contain the bulk of the notable results, the remaining four zones are often located in the hanging wall of the two main structures and therefore would inevitably be part of an open-pit shell. Within the two main zones, near-surface results within the 500-meter core of the mineralization continue to show good continuity in both vein width and grade, more particularly within the Siou Zone.

Preliminary deeper drilling was also conducted in an effort to trace the extension of the mineralization. As suspected, the mineralization appears to show a shallow north plunge similar to what is observed at the Wona Deposit. Both the Siou and Nine Zones returned promising results. Holes WDC-613 returned 5.45 g/t Au across 4.9 meters at a depth of 200 vertical meters below surface within the Siou Zone, while hole WDC-609 returned 7.78 g/t Au across 4.2 meters at roughly the same elevation, but 200 meters north of hole WDC-613 and within the Nine Zone.

Further diamond drilling is currently in progress along the north shallow plunge. Meanwhile, ongoing resource evaluation will provide the necessary data to establish the required spacing to upgrade the resources. Results of this evaluation will guide the second phase of delineation drilling scheduled to commence in Q1 2013.

Michel Crevier, P.Geo MScA, Vice-President Exploration and Mine Geology is SEMAFO’s Qualified Person and has reviewed this press release for accuracy and compliance with National Instrument 43-101.

All individual samples represent approximately one-meter in length of core, which was sawn in half. Half of the core is kept on site for reference and its counterpart is sent for preparation and gold assaying to the ALS Mineral Division laboratories in Ouagadougou, Burkina Faso or to SEMAFO’s Mana Mine Lab, which uses separate sample preparation equipment exclusive to exploration samples. For reverse-circulation and air core drilling, all individual samples represent approximately one-meter in length of rock chips homogenized and riffle-split to an approximate two-kilogram subsample, which is sent for preparation and gold assaying to the ALS Mineral Division laboratories in Ouagadougou, Burkina Faso or to SEMAFO’s Mana Mine Lab. Each sample (reverse-circulation and air core) is fire-assayed for gold content on a 50-gram subsample. In addition to ALS Mineral Division’s own QA/QC (Quality Assurance/Quality Control) program and Mana Lab’s own QA/QC program, an internal quality control and quality assurance program is in place throughout the sampling program, using blind duplicates, blanks and recognized industry standards.

[sabinho]

Antwort auf Beitrag Nr.: 44.122.940 von sheriffxl am 09.02.13 18:29:07

so, jetzt sind wir endlich bei 2,5 $, 3 jahrestief und startpunkt de rrally. meines erachtens bestehen hier mehr als gute chancen auf eine konsolidierung. da sich der kurs nachhaltig von der fundamentalen entwicklung abgekoppelt hat, denke ich, dass die profis den kurs noch auf die zielmarke von 2,5$ runterprügeln wollten und die ganze chose dann entsprechend schnell wieder bergauf gehen wird. fundamenal ist der kurs in kenster weise gerechtfertigt, in letzter zeit kommen ja sogar immer wieder ausgezeichnete bohrergebnisse. ich kaufe mit start buy 2,5$ nach!

[morimori]

Antwort auf Beitrag Nr.: 44.133.409 von sabinho am 12.02.13 21:41:26

Ich hoffe, dass du recht hast!
Evtl. steigt da auch ein Engländer aus oder die Firma hat zu viele Charttechniker an Board.
Bisher passen die Kurse nicht zur Firma und deren Nachrichten.

Nur so meine Meinung mfg

[sheriffxl]

Schlechte Neuigkeiten halten die Experten hingegen von Agnico-Eagle Mines (WKN 860325), Allied Nevada Gold (WKN A0MRZE), Centerra Gold (WKN A0B6PD), Iamgold (WKN 899657), Kinross Gold (WKN A0DM94), Semafo (WKN 898253) und Lake Shore Gold (WKN 165110) für wahrscheinlich.

Quelle:
http://www.wallstreet-online.de/nachricht/5095867-aktien-kap…

Hoffen wir mal,dass die Kontraindikator-Theorie greift.

[Global-Player83]

"Die RBC-Analysten glauben zudem, dass [...] sie bei Semafo negative Überraschungen auf Grund von Abschreibungen, Steuern oder Minderheitenbeteiligungen erwarten."

---
1. hat eines der 3 Länder die Steuern erhöht?
2. Abschreibungen gab es doch in Q2/2012 schon einen höheren Betrag.
3. von welchen Minderheitsbeteiligungen ist hier die Rede?

[morimori]

Ich hab mir den Q3 durchgelesen.
Es sind wohl alle drei Staaten, in denen Gold gefördert wird irgendwie beteiligt. Dazu muß noch einen Umsatzbeteiligung an einem Royaltie abgeführt werden.
Dann hab ich da noch was von eimem Niger Staatkredit gelesen, der zurückgezahlt wird - daher sind auch die Finanzierungskosten gesunken.
Weiter wurde der Goldumlauf erhöht.
Man hat mehr Tonnen verarbeitet und dabei geringere Grade abgebaut.Davon kommen wohl auch die etwas höheren Kosten.
Dazu gab es noch Produktionsausfälle durch Regen.
Man macht Gewinn
Man ist Ungeheagdt
man hat Kosten von ca 700-900 e pro UZ und damit einen guten Abstand zum Goldpreis.
Der neue CEO hat somit sein Anfangsquartal erst mal zum Aufräumen benutzt- ist mir nun nicht neu.
Das Bohrprogramm wird aus dem Cash finanziert
Und der Minenausbau auch - ab 2014 sollen mittels Bemischung die Grade um ca 50 % gesteigert werden.
Eine Wasseranlage soll von Grundwasser und Regen unabhängig machen.
Die Firman kostet gegenüber dem Anstiegspunkt 2008 nun ca doppelt so viel bei ca 4 fachen UZ ausstoß.
Die Minen sind in drei Staaten (Risikostreuung) und offensichtlich gut mit den Regierungen im Geschäft.
Cash auf dem Konto - Geld für Ausbau und Drilling- Ungeheagt- quasie Schuldenfrei- 3 laufende Minen- gute Explorationszahlen- nur, ob die Dividende gestrichen wird, ist wohl noch offen
Wir sind nun oberhalb des Ausbruchsniveaus - Charttechnisch sollte nun der Boden her.
der Kursverfall von ca 3,50 auf 1,90 € preist da wohl einiges Negatives mitein. Kommt es nicht ganz so schlimm. sollten schnell höhere Kurse drin sein.

Alles nur meine Meinung und keine Beratung zu kauf oder Verkauf.
Es kommt kein Beratervertrag zustande.

[sabinho]

Antwort auf Beitrag Nr.: 44.137.457 von morimori am 13.02.13 18:11:53

klare anlageberatung, jetzt kauf ich noch mehr nach und wenn semafo in den nächsten 3 monaten nicht um 30% steigt bist dus schuld

[sabinho]

Antwort auf Beitrag Nr.: 44.137.457 von morimori am 13.02.13 18:11:53

finde gut, dass hier jetzt wieder mehr los ist im threat. ich glaube jetzt einzusteigen wird sich sehr lohnen. morimoris hat die pros gut zusammengefasst

[dottore]

ich befürchte, dass charttechnisch und fundamental hier erst unter 1 cad$ ein sicherer Einstieg möglich ist. Vorher mag es immer mal wieder kleine Erholungen geben. Die sind dann aber zum Traden nicht wirklich geeignet. Das ginge in anderen Werten leichter und schneller.

Welche Werte ich meine? Spielt keine Rolle, will auch nicht hier Werbung für andere Werte machen.

[Global-Player83]

Hier mal die neuste unternehmenspräsentation von semafo:

http://www.semafo.com/pdfdb/presentation/13en.pdf

[blpanther7]

hallo miteinander,

Zu 3,33 habe ich vor Wochen gekauft und habe mich nicht getraut bei 2,30 nachzukaufen.

Goldpreis hat ordentlich verloren und trotzdem steigt unser Wert!

Weiß wer warum wir steigen?

[sonnenscheinhero]

Antwort auf Beitrag Nr.: 44.175.290 von blpanther7 am 22.02.13 17:17:45

Hi

Liegt an der meldung von gestern.
Inf. circa 1m. OZ bei ~ 4,5 g/t ; circa 15 km. von der mine entfernt.

Gruss

[blpanther7]

Antwort auf Beitrag Nr.: 44.175.572 von sonnenscheinhero am 22.02.13 18:08:45

Ich habe es mir schon gedacht, witzig ist nur das der schöne Anstieg erst heute ist.
Es kam die Meldung gestern ja schon kurz nach dem Börsenbeginn raus und der Anstieg war gering im Gegensatz zu heute.

Aber egal, hauptsache es kann noch weiter steigen.


lg

[Global-Player83]

Die Aktie ist gestern auch schon gestiegen nur nicht so stark wie heute.

[gehtwas]

Zitat von sonnenscheinhero: Hi

Liegt an der meldung von gestern.
Inf. circa 1m. OZ bei ~ 4,5 g/t ; circa 15 km. von der mine entfernt.

Gruss

Ja das war ne Hammer News,

hier noch ein Artikel darüber:

http://business.financialpost.com/2013/02/26/semafo-adds-one…

gehtwas

[Global-Player83]

Richtige Entscheidung:

"Management will continue to review strategic alternatives for the Samira Hill and Kiniero assets."


http://www.finanznachrichten.de/nachrichten-2013-03/26223552…" target="_blank" rel="nofollow ugc noopener">http://www.finanznachrichten.de/nachrichten-2013-03/26223552…


Hoffentlich kann semafo die beiden Projekte zu einem guten Preis veräußern.

[gehtwas]

Wenn Stuart McDougall da recht hat sind das 100%Potential. Kenn den Jemand?


Semafo kept at buy by Casimir as Q4 results hit the mark; Mana in focus for near-term growth


Casimir Capital analyst Stuart McDougall has kept his buy rating and $5.50 price target on Semafo (TSE:SMF), after the gold mining company released fourth quarter results on Thursday that were in line with expectations.

The operator of three gold mines in Burkina Faso, Guinea and Niger, said Thursday it swung to a loss in the fourth quarter and cash flow declined, as it recorded a $60-million non-cash impairment charge related to its Samira Hill mine in Niger.

The charge was announced earlier in the week, saying it was prompted by the re-assessment of future cash flows to be generated by the Samira Hill mine following the review of technical and economical parameters.

Adjusted earnings were 10 cents per share, and operating cash flow per share was 18 cents, compared to Casimir's forecasts for 11 cents and 17 cents, respectively.

Total production of 62,400 ounces was pre-released in late January, but cash costs nevertheless came in notably less than anticipated, McDougall notes, averaging $695 an ounce, versus Casimir's estimate for $778 an ounce.

"Lower unit costs at Mana were particularly noteworthy, as were particularly strong performances from Samira Hill and Kiniero," the analyst wrote.

Semafo also back its full year forecast for 215,000 to 240,000 ounces at a cash cost of $760 to $810 an ounce.

The Casimir report also highlights that the gold miner released 2012 year-end reserve and resource updates for its three mines.

"Generally speaking, we would characterize the updates as being neutral, with total contained ounces decreasing by just 6%, owing to a 24% increase in grade, net of a 25% reduction in tonnes. Along that vein, we think it worthwhile to highlight the 89% increase in Mana’s inferred resource grade, as this largely reflects the new Siou discovery."

Indeed, the Siou discovery is the main focus of the company's 2013 drilling program, so McDougall expects Mana's reserves to increase in all categories, when the next scheduled update is completed in the third quarter.

Semafo had cash and equivalents of $139 million at year-end, and working capital of $189 million, with no debt. "Even at current gold prices, the company has more than sufficient funds to meet planned 2013 capital, exploration, and dividend payments," McDougall concludes.

http://www.proactiveinvestors.com/companies/news/41926/semaf…

gehtwas

[blpanther7]

Hallo Leidensgenossen,

ich Rindvieh habe bei 2,25 nochmals nachgekauft und bin fett im minus.

Gibt es Gründe für so einen Absturz außer dem Gold-, und Silberpreis
die stark nachgeegeben haben

bitte um vernünftige beiträge

[Global-Player83]

$ oder euro

schon einmal in Betracht gezogen bei diesen Kursen nochmal nachzukaufen?

1,21 euro / 1,54 dollar

[blpanther7]

Hallo,

Erstkauf bei 3,30 can dollar , Zweitkauf 3,30 can dollar

kein gutes Timing

[blpanther7]

Zweitkauf 2,25 can dollar nicht 3,30

[blpanther7]

Hallo miteinander,

Schaut es bei Semafo wirklich nicht so gut aus?

http://www.wiwo.de/finanzen/boerse/goldpreis-preissturz-brin…

Bitte um vernünftige Antworten

[blpanther7]

Antwort auf Beitrag Nr.: 44.484.947 von blpanther7 am 22.04.13 14:26:27

http://www.wiwo.de/finanzen/boerse/goldpreis-preissturz-brin…

[Global-Player83]

Von mir aus könnten sie Samira Hill und Kiniero verkaufen, die haben im Vergleich zu Mana eh relativ hohe cash costs.

[gehtwas]

Antwort auf Beitrag Nr.: 44.491.533 von Global-Player83 am 23.04.13 11:04:59

Ich denke im Momnet ist nicht gerade ein guter Zeitpunkt eine Miene zu verkaufen.

gehtwas

[bibo68]

Hallo,

ich habe mir gerade noch mal den Jahresabschluss 2012 angeschaut. Meine Erkenntnisse:

- Das Unternehmen hat KEINE Finanzschulden ... ist also vollständig mit Eigenkapital finanziert !
- Von den 700 Mio USD Vermögenswerten entfallen 140 Mio USD auf liquide Mittel (das entspricht ca. 20%)
- Der operative Cashflow betrug in 2012 über 150 Mio USD
- Die Produktionskosten pro Unze betrugen ca. 800 USD, der durchschnittliche Verkaufspreis lag bei ca. 1680 USD .... da bleibt eine satte Marge von über 50% hängen und auch ein Preisrückgang auf 1300 USD wird daran nichts grundsätzliches ändern....
- Die nachgewiesenen Goldreserven betragen ca. 2,5 Mio Unzen, bei einer jährlichen Produktion von ca. 250.000 Unzen, reicht das noch mindestens 10 Jahre .... bei einem Durchschnittspreis von 1.500 USD pro Unze und einer Marge von ca. 40% entspricht das einem Nettovermögen von ca. 1,5 Mrd. USD. Hinzu kommen noch ca. 600 Mio USD Eigenkapital. Die Marktkapitalisierung beträgt aktuell ca. 500 Mio USD.

Da gibt es wirklich Unternehmen, die größere Probleme haben ....

Gruß
Bibo

[gehtwas]

Antwort auf Beitrag Nr.: 44.525.073 von bibo68 am 27.04.13 15:42:59

Danke bibo

gehtwas

[gehtwas]

Das sieht richtig gut aus


Delineation Drilling at Mana’s Siou Sector Confirms Mineralization and Extension
On track to Issue Mineral Reserve Estimate in Q3 2013

http://www.semafo.com/press-releases-details.php?id=213

gehtwas

[gehtwas]

SEMAFO Provides Notice of First Quarter 2013 Results Release and Conference Call
http://www.juniorminingnetwork.com/junior-miner-news/news-re…" target="_blank" rel="nofollow ugc noopener">
http://www.juniorminingnetwork.com/junior-miner-news/news-re…

gehtwas

[blpanther7]

Hallo miteinander,

Quartalszahlen sind jetzt bekannt:

http://finance.yahoo.com/news/semafo-releases-first-quarter-…

Schaut nicht schlecht aus, oder wie sind eure meinungen dazu?

[bibo68]

In der Tat finde ich es erfreulich, dass der Preisrutsch beim Gold vorerst keine ernsthaften Spuren im Zahlenwerk der Semafo hinterlassen hat. Das Unternehmen ist unverändert sehr solide finanziert und profitabel. Die Zahlen sind zwar etwas schwächer im Vergleich zum Vorjahr aber auf vergleichbarem Niveau mit Q4 2012. Semafo hat wieder fast 40 Mio USD operativen cash-inflow erzielt. Deshalb wird wohl auch wieder eine "symbolische Dividende" von 0,02 USD gezahlt. Könnte man sich wirklich sparen. Die Produktionskosten dürften weiter unter 900 USD pro Unze bleiben, so dass weiter eine satte Marge erzielt wird.

Die 35 Mio USD Abschreibungen sind m.E. nur ein Schönheitsfehler, bedeutet aber keine Beeinträchtigung des operativen Erfolgs. Gut finde ich, dass die Investitionen nun auf Mana konzentriert werden. Dort sind die Erfolgsaussichten offensichtlich kurzfristig am Größten.

Fazit: da keine positiven Überraschungen, wird die Aktie erst mal wieder abverkauft. Erst mit den Q3-Zahlen und dem Update der nachgewiesenen Goldreserven wird wahrscheinlich wieder Schwung in die Aktie kommen. Dann wird der Goldpreis auch zyklusbedingt wieder höher stehen. Bis dahin muss man Geduld mit der Aktie haben (wie auch mit anderen Goldproduzenten).

Gruß
Bibo

[blpanther7]

danke für deine ausführliche Klarstellung

[combatiente]

u.a. über Semafo

Junior gold quarterlies: Staying out of crush depth

Junior gold producers are still, by and large, not about to panic about the current price of gold, though for some it puts the pressure on..

Link: http://www.mineweb.com/mineweb/content/en/mineweb-junior-min…

[Global-Player83]

semafo hat die kurze erholung beim gold gestern nicht mitgemacht, im gegenteil

tsx-kurs 1,55

[combatiente]

Antwort auf Beitrag Nr.: 44.681.463 von Global-Player83 am 21.05.13 13:17:03

TSX war ja auch gestern geschlossen