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Polo: Kohle und Uran - 500 Beiträge pro Seite


ISIN: VGG6844A1158 | WKN: A1KCM7 | Symbol: 3PON
0,042
19.10.17
Lang & Schwarz
0,00 %
0,000 EUR

Neuigkeiten zur Polo Resources Aktie


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http://www.poloresources.com/

Die aktuelle Entwicklung fordert neuen Thread:

- Joint-Venture
- Insiderkäufe
- Neue Beteiligungen
- Hohe Umsätze in der Aktie in London

Es geht um Kohle und Uran (!)


Habe letzte Woche mal den Wert der Beteiligungen überschlagen

Extract 60 Mio. €
Caledon 25 Mio.
GCM 12 Mio.
Berkeley 4 Mio.
A-Cap 4 Mio.

Summe: über 100 Mio. €

MKP von Polo ca. 88 Mio., d.h alle sonstigen Projekte bekommt man zur Zeit kostenlos !

Freue mich über Kontrollrechnung, Ergänzung oder Berichtigung…
:)

Die Fantasie wird durch Extract beflügelt!
Antwort auf Beitrag Nr.: 37.295.303 von updax am 01.06.09 14:18:16viel zu teuer und viel zu viele shares outstanding.:mad:

wenn du bei kohle nen schnäppchen machen willst schau dir mal coalcorp an:eek:
Antwort auf Beitrag Nr.: 37.297.160 von bolst am 01.06.09 18:18:56Warum kaufen dann die Insider? ;)
betr. Optionen:
Ich habe daran nicht den geringsten Zweifel, dass die Insider zuerst an sich selbst denken! :D

Die kurzfristige (1-2 Jahre?) Fantasie bertifft mehr das Uran in Namibia. Bei der Kohle gilt es langfristig zu denken (5 Jahre?).

Dazu noch mal der Artikel, den ich heute schon einmal bei w:o reingestellt habe:

CONTROL BATTLE
Dattels hitting Rossing South uranium play on five fronts
Now another Stephen Dattels-related company has confirmed it has been stake-building in Kalahari Minerals, the largest shareholder in Extract Resources which is exploring the hugely exciting Rossing South uranium deposit in Namibia.

Author: Lawrence Williams
Posted: Friday , 29 May 2009

LONDON -

There's hardly been a day recently when Kalahari Minerals, Extract Resources and the latter's exciting Rossing South uranium find has not been in the news. Major shareholders Rio Tinto, Kalahari Minerals and Polo Resources have all requested seats on the Extract board, with Kalahari, which holds 39.6% of Extract, calling for the resignation of the latter's Managing Director, Peter McIntyre.

The major shareholders in Extract are the cause of the jockeying for boardroom positions and control as what is proving out to be a huge uranium deposit gets close to a production decision, and there may well be buying in the markets taking place as interested parties try to improve their bargaining power - probably aimed in some cases at getting Rio Tinto to pay top whack for the ultimate control.

The current shareholdings are believed to break down as follows: Kalahari Minerals owns 39.6% of Extract. As of May 18th Rio Tinto owned 14.4% of Kalahari and has a 15.3% direct interest in Extract and Polo Resources owns 9.1% of Extract, while its co-chairman Stephen Dattels owns 0.9% in his own right. Now it emerges that Hong Kong based investment group, of which Dattels is also co-chairman owns 3.57% of Kalahari and that AIM-listed Emerging Metals, of which Dattels is also co-chairman, owns 8.94% of Kalahari.

Dattels has an impressive track record in the mining sector: On the Emerging Metals website his cv records that he founded and/or financed a number of mining ventures with his most recent being UraMin Inc. which was sold in July 2007 to Areva, [for $2.5 billion] the French government-owned fully integrated uranium company.
Dattels was an executive at Barrick Gold Corporation during its formative years when it grew from a capital base of $10 million to a market capitalisation of $2 billion when he left in early 1987. During his employment with Barrick, he was a Director and Executive Vice President of Corporate Finance.
In the past decade, he has completed several financings either directly or through his merchant bank, Regent Mercantile Bancorp Inc., including, for Apollo Gold Corporation, Royal Standard Minerals Inc., Guyana Goldfields Inc., European Minerals Corporation, Defiance Mining Corporation (merged with Rio Narcea Gold Mines Ltd., which in turn was merged with Lundin Mining Corporation), Weda Bay Minerals Inc. (sold to Eramet S.A.), Apac Minerals Inc. (now Golden China Resources Corporation which was merged with Sino Gold Mining Limited), African Gold PLC (now Mwana Africa PLC), Red Dragon Resources and Regent Pacific Group Limited (Hong Kong).

The other significant holder in Kalahari is AIM-listed Niger Uranium with 15.6% - and interestingly the acting CEO for Niger is another former UraMin executive and colleague of Dattels, in Ian Stalker.

It looks like the battle for control of Extract is hotting up with Dattels on the one side and Rio Tinto on the other. One assumes Rio Tinto, with its huge Rossing uranium mine, one of the world's largest, located just to the north of the Extract finds would feel that it is the logical home for Rossing South, but Dattels, whose appetite will have been whetted by the huge $2.5 billion sale in 2007 of his UraMin company to Areva for the Trekkopje uranium project - and Rossing South looks like working out as an even better prospect than that. It is certainly higher grade and quite possibly has tonnages to match. Whether anyone would be prepared to pay in the billions of dollars for Rossing South in the current environment though remains the main question. If one can put that kind of value on it then all the players (except perhaps Rio Tinto) in the Rossing South saga look cheap!

Quelle:
http://www.mineweb.com/mineweb/view/mineweb/en/page72103?oid…
Antwort auf Beitrag Nr.: 37.297.920 von updax am 01.06.09 20:13:23wer weiß denn schon,was in 5 jahren ist?wie gesagt.zuviel shares draußen.
Antwort auf Beitrag Nr.: 37.299.196 von bolst am 02.06.09 00:17:20wer weiß denn schon,was in 5 jahren ist?

Jede Wette, dann sprechen mehr Westler chinesisch! :D

Hast ja recht:
Die Kohleförderer sind so abgestürzt, die haben mächtiges Erholungspotential. Wie man ja gerade sieht!
Bin auch bei einzelnen dabei.
Dattels und Mellon waren also diese Woche wieder sehr aktiv! Stalker erweist sich als verlässlicher Kumpel.:)
Alles sehr ausführlich und zeitnah nachzulesen im NWT-Thread!

Ich wiederhole mich: Ich halte die beiden für Börsenhaie, die in die 1.Liga aufsteigen wollen. In Explorer investieren heißt zu allererst in das Management zu investieren. Mein Eindruck ist, dass die beiden noch immer unterschätzt werden. We will see!

Ich werde hier einfach von Zeit zu Zeit einen Performance-Vergleich reinstellen. Der Markt entscheidet!

Gruß an die NWT-User!
Polo and Dattels building up more uranium stakes in southern Africa
Stephen Dattels' Polo Resources is busy expanding its interests in southern African uranium explorers, taking significant stakes in Impact Minerals and West Australian Metals.


Author: Lawrence Williams
Posted: Friday , 05 Jun 2009

LONDON -

We recently reported here the moves being made by Stephen Dattels, and some of the companies with which he is associated, stake building in exciting Namibian uranium developer, Extract Resources (see Dattels hitting Rossing South uranium play on five fronts). But Extract is not Dattels' only foray into southern African uranium projects as he, and associated company Polo Resources, are busy tying down stakes in other significant uranium prospects in the region. With other companies in the Dattels stable also capable of stakebuilding in the sector, one does get the impression that Dattels himself, who made a fortune selling UraMin to Areva at the height of the uranium price boom in 2007, does have a certain confidence in the future of the uranium market!

The latest two uranium sector investments in this pattern to emerge are in Australian headquartered companies Impact Minerals (ASX:IPT) and West Australian Metals (ASX:WME), both of which have significant uranium exploration projects in the region - the former in Botswana and the latter in Namibia - both considered good countries to work in from a mining friendly and political risk standpoint.

In an announcement this morning, Impact noted that it is placing 18,668,326 new shares at an issue price of 16.07 cents per share, raising $3 million, to Polo Resources (AIM:PRL) bringing Impact's cash reserves to $4.3 million. Polo will hold a 19.9% equity interest in Impact following the completion of the placement.

Impact goes on to throw further light on the depth of Polo's interests in the sector saying that its primary focus is investment in, or acquisition and development of, advanced stage uranium mining projects and that it currently has an investment portfolio of uranium and coal interests, and 50% of a joint venture with Peabody Energy Corporation, formed to hold all of Polo's coal and uranium assets in Mongolia.

During 2009, Polo has so far acquired an 8.93% interest in Berkeley Resources, a leading uranium explorer doing feasibility work on the Salamanca deposit in Spain; a 9.08% interest in Extract Resources, operator of the Rossing South project in Namibia; and has also entered into a Subscription Agreement to acquire up to a 19.9% interest in A-Cap Resources, currently undertaking feasibility work on the Letlhakane uranium project in Botswana.

Impact also noted that Polo's Executive Chairman, Stephen R Dattels, and MD, Neil Herbert, were both UraMin directors who negotiated the sale of UraMin to Areva in July 2007 for US$2.5 billion. The flagship deposit of the UraMin assets was the world class Trekkopje calcrete-hosted uranium deposit in Namibia.

Impact owns 100% of its Botswana Uranium Project which comprises about 25,000 sq km of Prospecting Licences that cover about 350 km of the strike extensions of rocks that host uranium deposits near the town of Serule. Here A-Cap Resources has its Letlhakane uranium project comprising three deposits hosted by near-surface calcrete and by Karoo Group sedimentary rocks. A-Cap has reported an inferred resource of 98 million lbs uranium oxide at an average grade 158 ppm at a cut-off grade of 100 ppm.

Meanwhile, yesterday, West Australian Metals announced that it has secured Polo as a ‘cornerstone investor' in a previously announced $9.9 million share placement. Polo is to take up 49.56 million shares (and attaching options) under the placement, which will involve the issue of a total of 82.6 million shares at an issue price of $0.12 each. The balance of the placement is to be subscribed for by institutional or sophisticated investors. Upon completion of the placement Polo will own approximately 11.95% of the shares on issue.

And - among the ‘sophisticated investors' are four of Polo's directors: Stephen Dattels, Neil Herbert and Paul Ingram subscribed for 2.25 million shares while Guy Elliott subscribed for 1 million shares.

In a statement on this transaction, Neil Herbert said "We are very pleased to announce the further expansion of our uranium interests with this significant investment in WME. We are particularly excited by the potential of the Marenica Project which we see as a considerable value driver for shareholders ... The Marenica project lies within the same uranium province as the Rossing and Langer Heinrich uranium mines and immediately north of the Trekkopje mine, which is currently being developed by Areva."

While Canada, Kazakhstan and Australia are currently seen as the world's largest uranium producers and as having the biggest reserves, southern Africa - including Namibia, Botswana and South Africa - look like in combination as likely to challenge the pre-eminence of the current top uranium miners. One gets the impression that the explorers have only scratched the surface of this region so far, but maybe too many new miners coming on stream over the next decade could lead to a glut in the market.
http://www.mineweb.net/mineweb/view/mineweb/en/page72103?oid…" target="_blank" rel="nofollow">
http://www.mineweb.net/mineweb/view/mineweb/en/page72103?oid…
19 June 2009
POLO RESOURCES LIMITED
Cash Placing
Polo Resources (PRL), the AIM listed mining company with coal and uranium interests in Africa, Australia, Europe and Asia, is pleased to announce that it has raised approximately US$10 million before expenses to enable Polo Resources to take advantage of additional uranium opportunities as they may arise and for general working capital purposes. A total of 160,000,000 new ordinary shares (the 'Placing Shares') have been placed by Canaccord Adams Limited ('Canaccord') and BMO Capital Markets Limited ('BMO') as lead agents at a price of 3.85 pence per Placing Share (the 'Placing Price'), raising gross proceeds of approximately US$10 million (the 'Placing').

The Placing is conditional upon, inter alia, admission of the Placing Shares to trading on AIM ('Admission'). It is expected that Admission of, and settlement for the Placing Shares will be at 8.00 a.m. on 24 June 2009.

All the Placing Shares will be credited as fully paid and will rank pari passu in all respects with the existing ordinary shares of no par value each in the capital of the Company ('Ordinary Shares'), including the right to receive all dividends and other distributions declared, made or paid after the date of issue.

Director's Dealings

The following directors of the Company, have participated in the Placing at the Placing Price in the following amounts:

Director
Number of Placing Shares

Stephen Dattels
5,961,721

Neil Herbert
2,543,668

Bryan Smith
1,987,240

Guy Elliott
794,896

As a result of these dealings, from Admission:

Mr Dattels will be interested in a total of 106,676,007 Ordinary Shares representing approximately 4.55% of the issued ordinary share capital from Admission;

Mr Herbert will be interested in a total of 51,732,954 Ordinary Shares representing approximately 2.20% of the issued ordinary share capital from Admission;

Mr Smith will be interested in a total of 4,287,240 Ordinary Shares representing approximately 0.18% of the issued ordinary share capital from Admission;

Mr Elliot will be interested in a total of 28,173,467 Ordinary Shares representing approximately 1.20% of the issued ordinary share capital from Admission;

Quelle:
http://www.investegate.co.uk/Article.aspx?id=200906190753341…
Plötzlich Umsätze in D !

Börsenbrief EMI hat Polo entdeckt (22.6.)...
Antwort auf Beitrag Nr.: 37.461.068 von Heuschreck am 24.06.09 19:53:53... besser gesagt, ein weiterer BB, nicht EMI.

PRL hält etwa zehn Prozent an Extract Resources. Mehr braucht man eigentlich nicht zu sagen.

Gruß
HEUSCHRECK
Antwort auf Beitrag Nr.: 37.461.113 von Heuschreck am 24.06.09 20:00:24Hi Heuschreck, danke für den Hinweis.

Nicht EMI ??

Endingen (aktiencheck.de AG) - Nach Ansicht der Experten von "Emerging Markets Investor" besitzt die Aktie von Polo Resources (ISIN VGG6844A1075/ WKN A0M12S) Vervielfachungspotenzial.
Das Unternehmen verfüge über 58 Kohle-Projekte und 26 Uranium-Liegenschaften in der Mongolei. Jüngst seien die Kohle-Assets in ein Joint-Venture ausgegliedert worden. Sie würden gemeinsam mit dem US-Konzern Peabody entwickelt.
Mit einer Marktkapitalisierung von 140 Mio. USD, von denen die Hälfte durch den Kassenbestand abgedeckt wird, bietet die Polo Resources-Aktie Vervielfachungspotenzial, so die Experten von "Emerging Markets Investor". (Ausgabe 12 vom 22.06.2009) (22.06.2009/ac/a/a)

Quelle:
http://aktien.onvista.de/empfehlungen.html?ID_OSI=17966543

Gabe wohl schon einmal eine Empfehlung im März 2008.

Die Connection zu EMI reicht bis ins Jahr 1997 zurück. ;)

Gruß
Die Zeit arbeitet für Kohleprojekte in Asien:

Goldman Sachs: Kaufempfehlungen in Chinas Kohlesektor
(Auszug)
...
Wie der für den chinesischen Kohlesektor verantwortliche Analyst erklärte, scheine die Nachfrage dort wieder anzuziehen. Gleichzeitig sei die Produktion der kleineren Minenbetreiber nicht mehr allzu hoch, so dass kaum noch Überkapazitäten zu befürchten seien...

http://www.emfis.de/global/global/nachrichten/beitrag/id/Gol…
@wantedman
Ich ergänze mal Deine Zahlenrechnung aus Eurem NWT-Thread für Polo:

Bei dem erwarteten Verkauf von Extract würde Polo knapp 300 Mio. USD erhalten, entspricht ca. dem doppelten der aktuellen MKP von Polo! Strahlende Zeiten kommen auf uns zu! ;)
Zum Thema Extract:
HP von Polo (3.Juli)

Stephen Dattels, Chairman of Polo Resources, said:
“This resource upgrade on Zone 1 at Rossing South provides confirmation that Rossing South is a
world class uranium project.
“With the forthcoming Zone 2 maiden resource scheduled to be announced in August 2009 we
believe Extract has the potential to establish an even larger resource base over the next two months.
We are optimistic that we will see a significant increase to the Zone 1 resource once the entire
Extract tenement is explored, which could position Rossing South as one of the largest uranium
deposits in the world.”

http://ww1.investorrelations.co.uk/polo/uploads/pressrelease…
Antwort auf Beitrag Nr.: 37.520.262 von updax am 05.07.09 14:37:51

joooo, denke mal auf dem wieder zurückgekommenen niv. findet
man akt. atraktive zustiegs- chancen


:p:look:
zwar schon abissl älter, aber nicht minder int. nachfolg.
research report von HANSON WESTHOUSE aus 05.09..........
mit nem target price von......... 5,63p



...akt. sinds grad mal....3,65( KEIN zahlendreher ) :eek::p


http://www.poloresources.com/PDF/PRL%2019-05-09_HansonWestho…


:):lick:
Gestern hätte man Polo-Shares billiger kaufen können als Dattels selbst.

Polo scheint seine Namibia-Uran-Hoffnungen nicht nur auf Extract zu beschränken:
Neil Herbert, Managing Director of Polo Resources, said:
“We look forward to the results from this extensive drill programme. WME has an 80% interest in Marenica and has already announced a JORC compliant Inferred Resource of 111 million tonnes at 140ppm U3O8 for 34 million pounds of contained U3O8 in near-surface palaeochannels, similar to that found at the Trekkopje uranium mine currently being brought to production by Areva which is located within 40kms and which is expected to become one of the world’s 10 largest uranium mines by 2011.”

http://ww1.investorrelations.co.uk/polo/uploads/pressrelease…
Antwort auf Beitrag Nr.: 37.548.776 von updax am 10.07.09 14:27:06
...gab offenbar immer noch genügend preiswerte stücke - vol.
hat sich zu gestern mehr als verdoppelt........der kurs nicht
gaaaaaanz :D;)





:cool::look:
:eek::eek:


gibt nen brandfrischen research repot vom 13.07.09 mit
BUY- recom. und nem kursziel von Bp 6,50 !!!!



hier, schaut mal.......


http://www.poloresources.com/PDF/PRL_13-07-09_GrowthEquities…


:):look:
Antwort auf Beitrag Nr.: 37.583.900 von hbg55 am 16.07.09 11:29:29Da steht genau das drin, was ich hier sagen wollte! :D

HH, hbg55! :cool:
Antwort auf Beitrag Nr.: 37.584.328 von updax am 16.07.09 12:19:12
...DAS dacht ich mir :laugh:


;)
Antwort auf Beitrag Nr.: 37.551.104 von hbg55 am 10.07.09 18:17:32
....HEUTE gehts mal wieder mit schönen paketen richtung VIER - mal
schauen, ob wir diesmal im stande sind, diese marke nachhaltig zu
überwinden..........


13:18:45 3,86 12.500 13.136.503
13:06:56 3,85 10.000 13.124.003
12:48:59 3,82 100.000 13.114.003
12:48:43 3,845 60.000 13.014.003
12:43:50 3,845 17.876 12.954.003
12:43:47 3,85 5.000.000 12.936.127:eek:
12:38:48 3,845 64.438 7.936.127
12:38:04 3,85 5.000.000 7.871.689
:eek:


:rolleyes::look:
Antwort auf Beitrag Nr.: 37.669.237 von hbg55 am 29.07.09 13:57:59

...ES IST SO WEIT..........haben endlich wieder die VIER vorm komma.......mit skt. TH bei 4,08 !!!!



Times & Sales
Uhrzeit Kurs letztes Volumen kumuliert


15:40:49 4,05 12.000 24.883.412

15:40:43 4,08 48.606 24.871.412:eek::eek:

15:40:30 4,05 100.000 24.822.806
15:33:38 4,01 12.796 24.722.806
15:30:04 4,039 50.000 24.710.010
15:28:57 4,04 10.598 24.660.010
15:25:19 4,05 36.608 24.649.412
15:25:14 4,04 30.000 24.612.804
15:23:42 4,04 100.000 24.582.804
15:23:42 4,04 100.000 24.482.804
15:18:19 4,038 8.000 24.382.804
15:16:46 4,04 100.000 24.374.804
15:13:47 4,04 250.000 24.274.804
15:12:32 4,04 250.000 24.024.804


:look:
.......gestützt von weiter anziehendem EXT- kurs konnte sich auch
POLO oberhalb der FOUR- marke festsetzen und rechne, daß sich dieser
trend kurzfr. fortsetzen wird





RT...GBp 4,35


:look:
Antwort auf Beitrag Nr.: 37.730.259 von hbg55 am 07.08.09 10:06:25...und daß EXT sich so hervoragend präsentiert liegt wohl an akt. studie zum ROSSING SOUTH- proj. aus 08.09..........


Extract Resources provides Rossing South preliminary cost estimates........mit folg. highlights:


* Production rate 15.0 M tpa
* Estimated head grade 487 ppm U3O8
* Mill Recovery 92%
* U3O8 production 14.8 M lbs / year (6.7 K tpa)
* Project capital estimate US $704M

* Production cost estimate US $23.60 /lb U3O8



:):lick:
Antwort auf Beitrag Nr.: 37.730.831 von hbg55 am 07.08.09 10:58:17
...und wie aus infos auf der HP zu entnehmen ist, haelt POLO u.a. auch nen stattlichen anteil an EXT von 9.06 % !!!



http://www.poloresources.com/Company_Profile.htm


:cool::lick:
Antwort auf Beitrag Nr.: 37.730.906 von hbg55 am 07.08.09 11:07:03

....und EXT eilt weiterhin von einem ATH zum nächsten......

HEUTE.......aud 8,99


:cool::look:
Antwort auf Beitrag Nr.: 37.836.371 von hbg55 am 24.08.09 10:40:30
..da wunderts wenig, daß auch bei POLO wachsendes interesse
im markt festzustellen ist........





RT...GBc 4,65


:cool:
POLO´s 9%iges EXT- paket wird immer wertvoller - HEUTE gings
in aussiland bis auf neues SK- high von 9,73
:eek::eek:


wenns so weitergeht entwickelt sich selbst POLO zu nem
ernsthaften übernahme- kandidat !!!!


:lick:
Antwort auf Beitrag Nr.: 37.843.981 von hbg55 am 25.08.09 10:53:21Ja, zurücklehnen und genießen!

Dattels und Mellon sind am Ball. Extract entwickelt sich zum Knaller.
Und wir sind erst am Anfang...

Gruß
Antwort auf Beitrag Nr.: 37.836.391 von hbg55 am 24.08.09 10:43:16

:eek::eek:


...GBp ´5´ kommt in reichweite


:look:
Antwort auf Beitrag Nr.: 37.937.341 von hbg55 am 08.09.09 12:46:18Jo, sehr schön.

Meistes kommt nach solchen Kurssteigerungen begleitet von hohem Umsatz irgendeine News.

Der Chart von Polo ab Jan. 09 sieht richtig gut aus!
Mit der 5 GPD dann neuer Gipfel.
moin updax,

...seh ich auch so - wenn der widerstand bei GBp 5,- geknackt
ist, gibts noch ne menge luft....nach OBEN :)





:look:
Antwort auf Beitrag Nr.: 37.937.818 von hbg55 am 08.09.09 13:42:12ding-dong:

Die 5 GBP sind da!!
Antwort auf Beitrag Nr.: 37.988.232 von updax am 16.09.09 09:58:22
moin updax............und zwar mit gleich 2 HAMMER- trades :eek::)





....naja, EXT läuft ja auch von ATH zum nächsten - da gibts
für POLO noch einiges aufzuholen :D:lick:


:look:
Antwort auf Beitrag Nr.: 37.988.285 von hbg55 am 16.09.09 10:03:42Moin hbg55!

Sind das zwei Einzeltrades in Deinem Chart?

Ich sehe bei yahoo nur den Gesamtumsatz, und der beträgt jetzt schon 16.5 Mio.! Super!
Antwort auf Beitrag Nr.: 37.988.339 von updax am 16.09.09 10:09:20

...HIER schau mal rein.......


http://aktien.onvista.de/times_sales.html?ID_NOTATION=191565…


RT jetzt sogar schon GBp 5,15


:cool:
Antwort auf Beitrag Nr.: 37.988.458 von hbg55 am 16.09.09 10:21:51Danke!

Mit dem letzten sichtbaren Trade (250k) auf 4,88 GBP gedrückt, lustig.

Die Mio.-Trades ( der erste davon mit 9 Mio.!) haben die Rakete gezündet!

:lick:
Antwort auf Beitrag Nr.: 37.988.660 von updax am 16.09.09 10:41:43

...DU sagst es.....RAKETE wird heute gezündet !!!!


RT jetzt schon GBp 5,42


:look:
Antwort auf Beitrag Nr.: 37.988.894 von hbg55 am 16.09.09 11:02:41

...und siehe DAAAAA......auch die börsen in GER erwachen :eek::D


in FSE grad ein schöner 200k- block wechhhh für 0,065



:look:
Antwort auf Beitrag Nr.: 37.990.018 von hbg55 am 16.09.09 12:52:09
...wobei wir HEUTE in london schon über 40mio share gehandelt
haben


da bekommen ´manche´ offensichtig großen geschmack an POLO !!!

:rolleyes::rolleyes::look:
Antwort auf Beitrag Nr.: 37.990.119 von hbg55 am 16.09.09 13:02:12Oder nur ein Interessent!

Bis jetzt sind 3 Mio. € (52 Mio. Shares) an der Börse geflossen und die bewegen den Kurs um 13 %.
Endlich mal wieder aufwärts!-
Hohes Volumen inkl. Kurssteigerung.

News:http://www.poloresources.com/

Kommentar am Ende der News:
Neil Herbert, Managing Director of Polo Resources, said:
“The Erds coal deposit has very good potential for development into a large scale mine with a low strip ratio, producing a low rank thermal coal product for power stations. The project is close to the existing rail network and approximately 140km from the Chinese border. With additional licenses in the area the JV has further potential to expand the resource.”
Halten wir fest:

Dattels und Co. waren vergangene Woche wieder in eigener Sache aktiv!

http://www.poloresources.com/
SYDNEY (MarketWatch) 6.11.2009 -- Chinese coal imports are set to continue to grow strongly for metallurgical as well as thermal coal as demand for electricity and high-quality coal increases, said Peabody Energy Corp.Boyce said Friday at a media conference in Sydney.
"China turning net importer is a structural change. We expect Chinese rapid coal demand growth to continue for some time," said Boyce, who expects "healthy" increases in coal contract prices for the 2010-2011 Japanese financial year starting April 1.
This contract year coking prices settled at US$125 a metric ton and thermal coal prices at US$72/ton.
"There is no question that coal demand is continuing to increase. Spot prices for metallurgical coal are higher than benchmark prices and we are seeing economies starting to recover," Boyce told reporters.
During January-September, China imported nearly 26 million tons of coking coal, up nearly fivefold on the year and coming at a crucial time for miners when coking coal demand in other major countries plummeted. Australia supplied 17.4 million tons of those imports.
Total coal imports to China until September are at nearly 86 million tons, up more than double on the year.
During the first nine months of the year, Peabody has committed nearly 3.3 million tons of coal for China deliveries, including more than 1.7 million tons from its Australian operations.
"It looks to us like (China's) strategy is to satisfy an increasing amount of electricity demand in southern and eastern China from imported coal and to actually keep the coal mined in northern and western China there and convert it in the region," said Boyce.

Quelle:
http://www.marketwatch.com/story/china-to-remain-major-coal-…
Gutes Zeichen:

Es gibt wieder Anleger, bei denen das Geld locker sitzt.
Da kauft einer auf xetra 40k für 6 €c statt in London für 5 €c.

Hallöchen Polo-Fan,
mit einem Klick hättest Du 400 € sparen können!

Oder weißt Du mehr?
Geht Polo heute noch ab wie eine Rakete? :keks:
Seit Stalkers Einstieg bei Berkeley ist dort der Kurs innerhalb von drei Tagen um 20 % gestiegen.
Polos Wertsteigerung dadurch ca 1,6 Mio. A$.
Impact heute mit überdurchschnittlichem Umsatz 24 % im Plus.

Schade, dass Polo seine Beteiligung kürzlich heruntergefahren hat...
Jetzt wieder Berkeley (Scoping Study vom 2.12.)

Kurs macht in drei Tagen 20% plus.
Betrifft Polos bedeutendste Beteiligung Extract:

1,5 Mrd. Cash: Geht Cameco jetzt auf Einkaufstour?

Stuttgart (www.rohstoffe-go.de) Rund 872 Millionen kanadische Dollar fließen einem der größten Uranproduzenten der Welt, der Cameco Corp., aus dem Verkauf der Beteiligung an Centerra Gold zu. Und nun rechnen Analysten damit, dass Cameco mit frische gefüllter Kriegskasse auf Einkaufstour gehen wird...
Auch Extract Resources (121098) in Namibia ist nach Meinung von Octagon Capital ein möglicher Übernahmekandidat, der ein großes, hochgradiges Vorkommen in der Nähe der Rossing-Mine von Rio Tinto vorweisen könne. Die Experten sind der Ansicht, das der Bergbaugigant Rio Tinto – der 14,7 Prozent an Extract direkt und weitere 5,6 Prozent über eine Beteiligung an Kalahari Minerals hält – sich die Entwicklung von Extracts Rossing South-Vorkommen mit einem erfahrenen Weltklasseproduzenten teilen wollen könnte.
Cameco verfügt, zusätzlich zu den rund 872 Millionen Dollar aus dem Centerra-Verkauf über weitere 670 Millionen Dollar in der Bilanz, sodass der Konzern nach Abschluss der Centerra-Transaktion allein über 1,5 Milliarden Dollar Cash verfügen sollte.

http://www.rohstoffe-go.de/index.php?id=771&tx_asiabeitrag2_…
Heute ist Extract um 5,3 % angesprungen.

Jeder Prozentpunkt bedeutet für Polo ca. 1 Million Euro (grob überschlagen) mehr Wert.

Polo-Aktie reagiert nicht, verrückte Börsenwelt! :cool:
Antwort auf Beitrag Nr.: 37.836.391 von hbg55 am 24.08.09 10:43:16

na da gingen ja heute mal wieder kräftig stücke übern
tisch an der LSE.....war das die wende zur sehnlichst
erwarteten jahresend- rally - ICH seh da sonen kl. haken am ende :rolleyes::eek:





SK...GBp 3,725

:look:
Auf der Homepage weiter Totentanz.
Dabei passiert im Hintergrund einiges:

- AREVA übernimmt die Marenica-Shares, Polo erhält dafür Berkeley-Aktien
- RP veräußert seine Polo-Anteile überraschend (über den Markt ?)
- die Polo-Aktie ohne Kaufdruck, trotz des inneren Wertes von 8 - 9 GBP
Antwort auf Beitrag Nr.: 38.665.071 von updax am 05.01.10 08:09:12:eek::eek:

...mir scheint POLO wird grad abisl ausm winterschlaf ´geweckt´...





RT schon auf GBP 4,15 gesprungen


:look:
Antwort auf Beitrag Nr.: 38.666.529 von hbg55 am 05.01.10 11:49:51Ich sollte öfter jammern! :laugh:
Antwort auf Beitrag Nr.: 38.666.661 von updax am 05.01.10 12:06:15
...ja.........und bloß nicht aufhören....bis zum
widerstand bei FIVE - dann mach ICH weiter :D:laugh:
Antwort auf Beitrag Nr.: 38.733.378 von adeon am 14.01.10 10:03:32Polos Beteiligung GCM bekommt wohl Abbau-Lizenz.

GCM ebenfalls ordentlich angesprungen:
http://uk.finance.yahoo.com/q?s=GCM.L
Antwort auf Beitrag Nr.: 38.742.918 von hbg55 am 15.01.10 10:46:49Jo, auffallend folgende Sätze:

"...Eighty percent of China's power needs are fuelled by coal, almost all of which has historically been supplied domestically.
However, China became a net importer of thermal coal last year, sourcing about 50m tonnes of the product from overseas..."

Wir sind hier genau richtig! Kohle wird Kohle bringen.:lick:
Antwort auf Beitrag Nr.: 38.744.193 von updax am 15.01.10 12:47:34
...und wenns so weiter geht, darf dann ICH bald
´weiterjammern´ - allerdings GER- like auf HOEHEREM niv. !!!

:D:laugh::laugh:
Antwort auf Beitrag Nr.: 38.599.800 von hbg55 am 18.12.09 20:29:29

...setzt mit heutigem tag die ´trendwende´ ein - mit schönem
vol.- anstieg gehts zurück ÜBER die VIER


:):look:
Antwort auf Beitrag Nr.: 38.874.176 von hbg55 am 03.02.10 18:39:15Jo, liegt wohl wieder an GCM.

Vor wenigen Tagen noch waren wir deutlich höher!

Ziemlich langweiliger Markt zur Zeit. :cry:

Spannend bleiben die Optionen, die Polo von Marenica besitzt. Ob sie darüber noch etwas eincashen können?
...guck mal...lt. heutiger news........


As at today's date, Polo holds 22,550,849 ordinary shares in Extract, representing approximately 9.28% of the issued ordinary share capital of Extract.


Neil Herbert, Managing Director of Polo, said:
"Extract recently delivered further exceptional exploration results and identified additional regional potential confirming Rossing South as the leading development uranium project in the world today. Polo is a major investor in, and supporter of, Extract and we make no secret of our confidence in the future of the company and its Rossing South project. With the growth in market valuation of Polo’s strategic interest, we are pleased to announce the timely appointment of BMO to advise on strategic options.”



:):look:
Antwort auf Beitrag Nr.: 38.876.239 von hbg55 am 03.02.10 23:35:04....auch nachfolg. RESEARCH- report von WESTHOUSE......
....lesenswert:eek::eek:


Polo Resources
4.4p
Change in Holdings
21 January 2010



http://www.poloresources.com/PDF/Polo%20Reources_Change%20in…

:look:
Antwort auf Beitrag Nr.: 38.876.269 von hbg55 am 03.02.10 23:45:38Dank für den Link!

Ich habe schon befürchtet, dass Polo die Aktivitäten auf der HP einstellt!

Gruß
Antwort auf Beitrag Nr.: 38.876.269 von hbg55 am 03.02.10 23:45:38

...hier mal die MAIN- facts aus der studie.........



MINING RESEARCH

Polo Resources 4.4p

Change in Holdings
21 January 2010

Polo Resources (AIM: PRL) has made changes to several of its holdings which materially impact our NAV estimate for the company. Most significantly, Polo has re-acquired a stake in Berkeley Resources (AIM: BKY) from Areva in exchange for Polo’s holding in Marenica Energy (ASX: MEY) plus A$7.42m in cash, whilst liquidating its remaining holding in Uranex (ASX: UNX).

The current share price is at a 36% discount to our NAV of 6.88p. Despite Caledon announcing it was no longer actively seeking a sale of the company, potential corporate action remains pending on several other Polo investments.

In response, we maintain our BUY recommendation and target price of 7p per share.
:eek::lick:


....na DAS sind doch schöööööne perspektiven - und für MICH
eher ´konservativ´ kalkuliert


:D:look:
Frankfurt Taxt einen aktuellen KURS von 0,086 :D

Wenn das nur wirklich so wäre:confused:
Hallo zusammen

Die Polo Beteiligung GCM Resources war heute im Hoch schon auf
154 Pence. Ist schon etwas wegen der Abbaugenehmigung durchgesickert?

KAnn mir jemand sagen wie viel % an GCM POLO aktuell hält?

Gruß
Adeon
Antwort auf Beitrag Nr.: 39.060.148 von adeon am 04.03.10 16:14:03Hallo adeon,

nach meinen Infos ca 30 % !

Siehe auch: http://www.gcmplc.com/company_details

GCM entwickelt sich zum Zugpferd für Polo.
Antwort auf Beitrag Nr.: 39.063.628 von updax am 04.03.10 20:58:01...und diese 30 % können sich noch ´richtig´ bezahlt machen -
hier lies mal folg. auszug aus WESTHOUSE- studie von 01.2010....


GCM licence rumours continue
:eek::eek:

Polo holds 15.2m shares or 29.83% of the issued share capital of GCM Resources (AIM: GCM).

GCM has been waiting since 2005 for governmental approval to develop the Phulburi coal project in Bangladesh. Bangladesh has no national coal policy and needs to finalise one before coal can be extracted from this or any of the other four coal fields which contain around 2.55bn tonnes of reserves in total including the 572m tonnes at Phulbari.

However, the Times of London reported on 14 January 2010 that GCM is “on the verge of being awarded a long-awaited licence in Bangladesh”. This has caused the GCM share price to rally strongly up nearly 50% over the past month.


There has been no formal statement from either the company or the government but if the licence is granted, we expect a substantial re-rating in the value of GCM and consequently in Polo’s holding.


....da sag ich nur.........keep LOOOOONG & STRONG !!!


:cool::look:
DAnke für den Interessanten Text

Jetzt springt unsere nächste Beteiligung an.
CAledon Resources steigt innerhalb weniger Tage von
0,65 auf 0,85 Austarlische $. Zur Zeit jeden Tag ca. 5%
plus:D:D:D:D:D:D
Antwort auf Beitrag Nr.: 39.134.595 von adeon am 14.03.10 09:32:04Jo, GCM, Caledon und dann richtiges Cash für Extract!

Polo ist eindeutig unterbewertet!
Antwort auf Beitrag Nr.: 39.148.915 von adeon am 16.03.10 13:24:58Da hat wohl ein Vertreter von Landesbanken zugeschlagen, für den Geld keine Rolle spielt. :laugh:
Antwort auf Beitrag Nr.: 39.174.065 von adeon am 19.03.10 07:58:46Nach 1 Stunde schon 14 Mio. Umsatz! :eek:
Polo Interims Results:

Darin Herbert:
"As at 19 March 2010 Polo had a net cash position of US$27 million and listed investments of US$250
million, equivalent to 6.43p per Polo share."

http://www.poloresources.com/
News von heute:
Polo acquires 150 million warrants in the Company
Polo Resources is pleased to announce that warrants to subscribe for 150,000,000 ordinary shares in the Company have been surrendered for a cash consideration of £1,000,000. The warrants were issued in May 2009 with an expiry date of 30 November 2010 and an exercise price of 4 pence per share. These warrants will be cancelled with immediate effect.


Hintergrund:
Total share options in issue
(aus den Interim Results)

As at 31 December 2009 the unexercised options in issue were;
Exercise Price Expiry Date Options in Issue
30 June 2009
5p 4 September 2012 4,000,000
9p 4 March 2018 21,000,000
3.5p 30 January 2019 105,750,000
4.28p 7 June 2019 10,000,000
140,750,000
As at 31 December 2009 the unexercised warrants in issue were;
Exercise Price Expiry Date Warrants in Issue
30 June 2009
4p 30 November 2010 404,866,875
3.775p 30 November 2010 8,823,530
4p 30 November 2010 1,764,706
415,455,111
No warrants lapsed or were cancelled or exercised during the 6 months to 31 December 2009.
Polo befreit sich also vom Zugriff Peabodys:
Dieser Zugriff reduziert sich von 15 % (400k-Warrants) auf 10 % (250k)!

Mn könnte folgern, dass Polo noch (!) ein Interesse an niedrigen (eigenen) Kursen hat. :rolleyes:
Antwort auf Beitrag Nr.: 39.246.631 von updax am 30.03.10 16:22:30Muss natürlich 400 Mio. und 250 Mio. warrants heißen.

Peabody kann Cash gut gebrauchen, wollen sie doch McArthur übernehmen (Gebot 3,3 Mrd. AUD). Für die 1 Mio. GBP können sie dann schon mal ein paar Briemarken kaufen. Jedenfalls stehen die Zeichen gut, dass Polo auch die übrigen 250 Mio. warrants vorzeitig aus dem Markt nehmen können.

Die prognostizierten Übernahmen im Kohlesektor beginnen jetzt...
Antwort auf Beitrag Nr.: 39.251.548 von updax am 31.03.10 09:35:30Ja da kommt was auf uns zu schon bei 164:D
Aktueller Kommentar zu Polo:
http://www.iii.co.uk/articles/articledisplay.jsp?section=Sha…" target="_blank" rel="nofollow">http://www.iii.co.uk/articles/articledisplay.jsp?section=Sha…


Der Verfasser vermutet mit dem Dual-Listing in Kanada "a fresh story for Canadian investors".

Alle Companies aus dem Netzwerk MuD haben bekanntermaßen viel Cash!
Auch bei hotcopper diskutieren sie, wie billig die Aktie von Polo ist:

Kopiert von heute (Stand letzte Woche):
"CDN (25.29%) - 25.29m
GCM (29.83%) - 21.65m
EXT (9.3%) - 114.83m

No. of shares - 2.347 Mrd.

Total = 161.77m (6.89p)

SP Preis 4.75p = 31% discount to these three investments."

Nicht berücksichtigt ist das JV mit Peabody in Mongolia!
Antwort auf Beitrag Nr.: 39.262.186 von updax am 01.04.10 13:17:25
...und die CANs finden rasch gefallen daran......mit
TH von cad 0,15 gehts zum wochenstart ausm handel.....





...das verspricht auch für EUR nen erfreulichen auftakt zu geben !!!

:):look:
Antwort auf Beitrag Nr.: 39.276.624 von hbg55 am 05.04.10 22:25:53Haben wir das Osterei doch noch gefunden! ;)
Antwort auf Beitrag Nr.: 39.276.641 von updax am 05.04.10 22:29:45
...hätte nixxxxxxxxxxxxxx dagegen :D:lick:


schaumamal


:look:
Antwort auf Beitrag Nr.: 39.276.725 von hbg55 am 05.04.10 23:03:01Kopiert aus Forum bei iii.com.uk, user bardfield1, 9:41 Uhr heute:

GCM £27m (and rising)
CDN £28m
EXT £120m
Cash £18m
Mongolia £15m
So about £205m, 8.8p/share
Trading at 4.9p/share a 40% discount
Antwort auf Beitrag Nr.: 39.278.059 von updax am 06.04.10 10:57:42
...DAMIT sollte der sprung über die GBp 5,- marke nicht
mehr in allzu großer ferne liegen


:p:look:
Antwort auf Beitrag Nr.: 39.278.261 von hbg55 am 06.04.10 11:22:24Und schon sind sie da! Mit mächtigen Schritten über die 5 GBP!

GCM aktuell plus 35 % !!!
Antwort auf Beitrag Nr.: 39.279.272 von updax am 06.04.10 13:46:40
moin updax,

erste euphorie der CANs scheinbar wieder verflogen, aber
viel wichtiger ists ja auch, was an der LSE geschieht.....und
da stabililsieren wir uns OBERHALB der FIVE !!!!








:):look:
Antwort auf Beitrag Nr.: 39.285.035 von hbg55 am 07.04.10 09:58:35Rechensspiele im iii-Forum (GCM im Steigflug!):

GCM 2,37 dann Polo 9,25 GBp
GCM 4,74 dann Polo 10,79 GBp
GCM 7,11 dann Polo 12,32 GBp

GCM aktuell 2,50 !

Dattels bei Extract zurückgetreten. Will Polo GCM ganz übernehmen??
Antwort auf Beitrag Nr.: 39.293.761 von updax am 08.04.10 12:14:02
...wer hätte gedacht, daß in zeiten von renew. energy auf
einmal COAL- werte wieder so sexy sein würden - der pure wahnsinn,
aber so ist wirtschaft.......auch !!!!;)


:rolleyes::look:
Antwort auf Beitrag Nr.: 39.293.790 von hbg55 am 08.04.10 12:18:48Von gestern:

Der Energie (Strom?)- Verbrauch der Welt soll sich bis 2030 verdoppeln!
Antwort auf Beitrag Nr.: 39.285.035 von hbg55 am 07.04.10 09:58:35
....woooow.......ist da ein zug drin - DAS läßt das
´gejammere´ der vergangenheit in vergessenheit geraten, gell
updax ;)

und die chance auf weitere stärke sind ja auch kaum mehr
übersehbar :D


:cool::look:
Antwort auf Beitrag Nr.: 39.299.870 von adeon am 09.04.10 09:25:04

...verspricht ein schöner start ins WE zu werden


:):look:
Antwort auf Beitrag Nr.: 39.293.761 von updax am 08.04.10 12:14:02
...off. erklärung liest sich wie folgt..........


Polo Resources Limited ("Polo" or the "Company") - Resignation of Polo Director from Extract Resources Board

TORONTO, April 8 /CNW/ - Polo Resources, the AIM and TSX ("POL") listed
mining company with coal and uranium interests in Africa, Australia and Asia,
announced today that its Executive Chairman, Stephen Dattels, has advised Polo
that he has resigned as a non-executive director of Extract Resources Limited
("Extract"), effective immediately. Polo has a strategic shareholding in
Extract.

Stephen Dattels, Executive Chairman of Polo, said:

"While I have served on the Extract Board, Extract has made significant
progress in identifying the potential of its Rossing South asset as one of the
leading development uranium projects in the world today. Polo is a major
investor in, and supporter of, Extract."

"However, for its own reasons, Polo has previously announced the
evaluation of a range of strategic options to enhance shareholder value with
respect to its shareholding in Extract."


"Extract commenced its own review of strategic options in May 2009."
"In view of all these developments, and the demands of my other
commitments, including in particular as Executive Director of Polo, I have
decided to resign from the Board of Extract."
"I would like to take the opportunity to congratulate the other members
of the Board of Extract, and its management team and employees, on their
success in recent times, and wish them well for what I expect will be a
successful future."

About the Company

Polo is an emerging energy company currently focused on acquiring and
developing advanced stage coal and uranium projects. For complete details on
Polo Resources Limited, management encourages investors and interested parties
to view its public documents filed on AIM Exchange at www.poloresources.com.


:rolleyes::look:
Antwort auf Beitrag Nr.: 39.285.035 von hbg55 am 07.04.10 09:58:35

:eek::eek:


woooo.....nach ner knappen std. haben wir schon fast die
hälfte des gestrig. TAGES- vol
......uuuuund kurs zieht mit!!!


:look:
:eek::eek::eek:120%:eek::eek::eek:

Hätt ich das gewusst...Unglaublich

Naja, zu diesen Kurse steig ich so schnell mal nicht ein...:laugh:


Gruß Kelthe
Antwort auf Beitrag Nr.: 39.300.236 von hbg55 am 09.04.10 10:04:27Macht Spaß heute! :lick:

Schafft Polo die 6 GBp, GCM die 300 ??
Antwort auf Beitrag Nr.: 39.301.041 von updax am 09.04.10 11:26:33
moin....das HEUTE kann man ja schon förmlich als ´kauf- druck´
interpretieren !!!


spät. next week sollte die SIX da sein...IMO


:look:
Antwort auf Beitrag Nr.: 39.301.041 von updax am 09.04.10 11:26:33

..gibts irgend was NEUES ausn foren, hinsichtl. dattels
pläne - MIR scheint da schon bei manchen was durchgesickert
zu sein


:rolleyes::look:
Antwort auf Beitrag Nr.: 39.301.579 von hbg55 am 09.04.10 12:18:35Man sollte sich mal an die Historie erinnern:
Londoner Börse

Hallo zusammen

Mal ein paar Gedankengänge am Sonntag morgen

Aus dem Extract board:


Rios Rossing Proposes Developing Rossing South With Extract
2010-04-09 13:44:16.60 GMT


By Chamwe Kaira
April 9 (Bloomberg) -- Rio Tinto Groups Rossing Uranium mine in Namibia wants to develop the Rossing South project together with Extract Resources Ltd., spokesman Jerome Mutumba said.

We have written to them, Mutumba told reporters today
in Arandis, southwestern Namibia. If the project is developed, we want the ore to be processed at Rossing.



Des weiteren ist Dattels bei Extract zurück getreten.
Deutet meiner Meinung nach alles auf eine gemeinsame
Mine mit Rio hin.:D
Antwort auf Beitrag Nr.: 39.309.646 von adeon am 11.04.10 10:57:51Moin,

Dattels Rücktritt als Bedingung für Rios Einstieg? Polo kann sich dann Zeit lassen mit dem EXT-Verkauf, der Kurs von EXT wird weiter steigen.

In englischen Foren wird spekuliert, dass Polo EXT + GCM verkauft und dann Caledon ganz übernimmt. Polo will sich bekanntlich auf Kohle fokussieren, weg vom Uran. Die Einnahmen würden durch Caledon schneller fließen!
Copper Development Corporation (Kupfermine - Philippinen) plant IPO an der AIM. Da gibt es offensichtlich personelle Verbindungen mit Polo. Finanzielle Beteiligungen über Querverbindungen scheinen schon gelaufen, wird in einem engl. Forum berichtet.

Neues Invest für MuD? :rolleyes:
Kopiert aus iii, User-Beitrag vom 25.5.10, 13:04


25th May 2010
Analyst: Thomas Jones
Email: thomas.jones@gecr.co.uk
Tel: 0207 562 3371

Polo Resources – Divestment of Mongolian Assets, Narrower Focus on Coal and Uranium Plays: Buy with 8.3p Target.

Key Data

EPIC

POL

Share Price


3.875p

Spread


3.8p - 3.95p

Total no of Shares


2,346,645,623

Market Cap


£ 90.9 million

Net Cash


US$23 million

12 Month Range


3.53p - 5.825p

Market


AIM

Website


www.poloresources.com

Sector


Resources

Contact


Neil Herbert, Managing Director

Tel: +27 824 043 637

The announcement on the 24th May of a Memorandum of Understanding (MOU) on the sale of its remaining 50% stake in its Peabody-Polo Resources joint venture marks the end of Polo's involvement in its Mongolian coal and uranium assets. The divestment is consistent with Polo's renewed focus on the uranium and coal interests it holds in Extract Resources Limited, GCM Resources plc and Caledon Resources.

Agreed with Peabody Energy Corporation and Winsway Coking Coal Holdings, the MOU will see Winsway taking over Polo's 50% stake in the existing joint venture (JV) with Peabody. Winsway will pay Polo a non-refundable deposit of $1.75 million by the 27th of May granting it exclusive rights until the 20th of July. Should Winsway wish to proceed with the transaction, $13.25 million in cash will be payable immediately and a further $20 million in cash or, under certain conditions, Winsway shares will be payable within 12 months. Polo will retain a 1% royalty on the coal sold from the current JV licences, capped at $50 million over 25 years.

Polo's original JV with Peabody was signed in January 2009 as the largest private sector coal company acquired its 50% interest in the operation though the promise of up to $25.8 million in investment to develop Polo's Mongolian coal and uranium assets.

On the 27th of April Polo announced a possible merger with Caledon Resources, a company in which Polo has long held an equity interest. The in principle agreement will see Polo issuing 11.4 Polo shares for every Caledon share and the creation of a coal-focused natural resources company with a geographically diversified portfolio of exploration, development and production assets. At 3.875p per Polo share, the acquisition values Caledon at £ 96 million.

Polo is well funded with $23 million cash in the bank, has zero debt and reported a pre-tax profit of $6.8 million in the 6 months to 31st December 2009 after generating a net gain of $14.1 million on the sale of several investments in junior listed companies. Our valuation of Polo is derived from the market value of the company's Caledon, GCM and Extract investments as at 24th May 2010, the $35 million Winsway has bid for the Mongolian portfolio under the MOU and the company's net cash position. Adding these together and dividing by the 2,347 million shares in issue we derive a target price of 8.3p per share, and thus with the company currently trading at a clear discount to net asset value, we rate Polo a buy.
Antwort auf Beitrag Nr.: 39.583.010 von updax am 26.05.10 08:09:06TORONTO, May 28 /CNW/ - Further to the execution of the memorandum of understanding between Winsway Coking Coal Holdings Ltd. ("Winsway"), Peabody Energy Corporation (NYSE: BTU - News; "Peabody") and Polo, as announced on 24 May 2010, Polo is pleased to announce that on 27 May 2010 Winsway paid the non-refundable deposit of US$1.75 million to Polo.
:eek::lick:

Negotiations with respect to the sale of Polo's interests in Peabody-Polo Resources BV continue and a further announcement will be made in due course.

About the Company

Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Market at www.poloresources.com.

CAUTIONARY STATEMENT

The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term.

Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.

For further information

Polo Resources Limited: Neil Herbert, Executive Co-Chairman, + 27 82 404 36 37
Canaccord Adams Limited: Ryan Gaffney, + 44 (0) 20 7050 6500
Toronto: James McVicar, Heenan Blaikie LLP, (416) 643-6903
Financial Dynamics: Ben Brewerton/Ed Westropp, + 44 (0) 20 7831 3113


:look:
Antwort auf Beitrag Nr.: 39.601.494 von hbg55 am 28.05.10 18:13:41Wow, was ist denn jetzt los...:eek::eek:

Gruß Kelthe
Antwort auf Beitrag Nr.: 39.583.010 von updax am 26.05.10 08:09:06Hallo,

ich denke bei der Rechnung fehlen die 1,8 bn neue Stücke aus der Caledon Übernahme.

Meine aktuelle Rechnung sieht sehr vereinfacht und auf Basis der beiden Beiträge oben so aus (alles in USD)

1. Verkauf JV: 1,75Mio + 13,25 Mio Cash; evtl. nochmal 20 Mio Cash oder Aktien
2. Polo: Cash 23Mio und 2,35bn Stücke
3. Caledon: 1,8bn neue Aktien 25Mio Schulden
4. NAV nach Übernahme mit Zahlen aus obigen Artikeln:

Schulden- Null
Cash - 13Mio plus evtl. 20Mio
GCM Anteil - 50Mio
EXT Anteil - 120Mio
Caledon mit Übernahmewert minus 15% - 150Mio

macht 353Mio USD bei 4,15bn Stücke = 0,085 USD oder 5,9 p. Sind 40% Discount, also recht ordentlich, wenn die mal cash flow generieren.

Andere Meinungen sind gern willkommen. Danke!!

Viel Glück
Antwort auf Beitrag Nr.: 39.650.019 von lucky_trader am 08.06.10 17:22:03Im Großen und Ganzen einverstanden.

Mich hat nur überrascht, wie frühzeitig Polo die eigenen Mongolia-JV-Anteile verkauft. Steckt dahinter eine Strategie?
I hope so.--
Richtig ist auf jeden Fall:
Wenn man keine Einnahmen hat, dann ist Cash zur Zeit überlebenswichtig.

Polo war in letzter Zeit eine Super-Trading Möglichkeit! :D
:eek::eek:


TORONTO, June 24 /CNW/ - Polo Resources, the mining company with coal and uranium interests in Africa, Australia and Asia, announces further to the announcement on 27 April 2010 regarding Caledon Resources plc ("Caledon"), Polo no longer intends to make an offer to acquire the entire issued and to be issued share capital of Caledon.


For the purposes of Rule 2.8 of the City Code on Takeovers and Mergers (the "Code"), Polo reserves the right to announce or participate in an offer or possible offer for the shares in Caledon and/or to take any other action which would otherwise be restricted under Rule 2.8 of the Code within 6 months of the date of this announcement: (i) with the agreement or recommendation of the board of directors of Caledon; or (ii) following an announcement of a firm offer or possible offer by or on behalf of a third party for Caledon; or (iii) following an announcement by or on behalf of Caledon of a "whitewash" proposal or a reverse takeover (in each case as defined in the Code); or (iv) with the consent of the Panel, if there is a material change of circumstances.

Polo is also pleased to announce through a private placing (the "Placing"), the purchase of up to 11 million new ordinary shares of Caledon at 30p per share. Closing of the Placing is conditional upon the passing of resolution numbered 7 set out in the notice of the Caledon Annual General Meeting. It is expected that the Placing will close on or about 1 July 2010 and a further announcement confirming the closing will be made in due course.

The termination of merger discussions is primarily due to recent market volatility. Consequently, the parties have been unable to reach mutually agreeable terms for any such merger.

Neil Herbert, Co-Chairman of Polo, commented: "Polo remains a fully supportive shareholder of Caledon and we look forward to assisting the Caledon Board in realising value for all shareholders."

About the Company

Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Exchange at www.poloresources.com.

CAUTIONARY STATEMENT

The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term.

Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.

For further information

Polo Resources Limited, Neil Herbert, Chairman, + 27 82 404 36 37
Canaccord Adams Limited, Ryan Gaffney/Bhavesh Patel, + 44 (0) 20 7050 6500
Toronto, James McVicar, Heenan Blaikie LLP, +1 416 643 6903
Financial Dynamics, Ben Brewerton/Ed Westropp, + 44 (0) 20 7831 3113


:rolleyes::look:
:eek::eek:


Polo Resources Limited ("Polo" or "the Company") - Potential Special Dividend of 3 pence per share


12:13 PM ET, July 2, 2010


http://cxa.marketwatch.com/TSX/en/Market/article.aspx?guid=h…

:lick::look:
:eek::eek:


Press Release Source: Polo Resources Limited On Wednesday July 7, 2010, 12:30 pm EDT

TORONTO, July 7 /CNW/ - Further to the announcement of 30 June 2010 in respect of the completion of the sale of its interest in the Mongolian joint venture, Polo Resources Limited (AIM and TSX: POL) announces the following changes to its share capital.

As noted in the announcement of 30 June 2010, the warrants to subscribe for 265,455,111 ordinary shares in the Company granted to Peabody Energy have been surrendered for no consideration.

Subsequent to this, a further 29,800,000 unrelated ordinary shares have been surrendered for cancellation for nil consideration as a result of the settlement of a dispute and have today been cancelled.


As a result of the above changes, the Company's issued share capital consists of 2,316,845,623 ordinary shares of no par value each. None of these ordinary shares are held in Treasury.

Therefore the total number of voting rights in the Company is 2,316,845,623. This figure may be used by shareholders as the denominator for the calculations by which they will determine whether they are required to notify their interests in, or a change to their interest in, the Company under the FSA's Disclosure and Transparency Rules.

The fully diluted share capital of the Company now consists of 2,457,595,623 ordinary shares.

About the Company

Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Market at www.poloresources.com.

CAUTIONARY STATEMENT

The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term.

Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.

For further information

Polo Resources Limited: Neil Herbert, Executive Co-Chairman, + 27 82 404 36 37
Canaccord Genuity Limited: Ryan Gaffney/Bhavesh Patel, + 44 (0) 20 7050 6500
Toronto: James McVicar, Heenan Blaikie LLP, +1 416 643 6903
Financial Dynamics: Ben Brewerton/Ed Westropp, + 44 (0) 20 7831 3113


:look:



RT...GBp 4,6



...da dürften sich ´einige´ mächtig ärgern, die gestern in FSE
stücke zu € 0,035 ´verschenkt´ haben


:look:
Antwort auf Beitrag Nr.: 39.792.864 von hbg55 am 08.07.10 13:24:08Frage: Polo schreibt "Polo Resources Limited (AIM and TSX: POL) is pleased to announce that it is continuing its efforts to sell its shareholding in one of its portfolio assets. Subject to receipt of any shareholder approval which may be necessary for any such sale, completion of the sale and receipt of cash proceeds of sale, the board of Polo intends to utilise part of the proceeds of sale to fund a special dividend to shareholders of 3p per share. "

Ich verstehe es so: man will eine Beteiligung verkaufen und davon 3 p /share ausschütten. Das macht ca. 100Mio USD (3 p mal 2,316mrd stücke). So viel kann ja nur Extract bringen, oder?

Dann bleiben Polo Cash, GCM und Caledon.

Danke für Meinungen!

Viel Glück
Antwort auf Beitrag Nr.: 39.793.151 von lucky_trader am 08.07.10 14:07:10
moin LT,

sehe ICH weitestgehend auch so, hab aber meine zweifel, ob die sich
von EXT werden trennen wollen:rolleyes:

anyhow, POLO ist seit tagen wieder im focus der investoren und startet
zu ner schönen summer- rally





:look:
Antwort auf Beitrag Nr.: 39.793.151 von lucky_trader am 08.07.10 14:07:10Die Japaner kaufen 10% von Extract. Verkäufer ist nicht genannt.


Polo: http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_i…

Übernahme?
Antwort auf Beitrag Nr.: 39.797.586 von lucky_trader am 09.07.10 09:25:31

....wenn du hier durch den thr. gehst, wirst du immer wieder das stichwort
ÜBERNAHME entdecken, wobei einstieg dafür, nach jüngstem kursrutsch ( nach
gescheiterter caledon-merger ), einladend günstig war bzw. immmmmer noch ist....IMO !!!


:rolleyes::look:
Antwort auf Beitrag Nr.: 39.797.525 von hbg55 am 09.07.10 09:16:25....nun also doch...........ITOCHU schnappt sich POLOs EXT- anteil a aud 7,-!!!!


9 July 2010

Polo Resources Limited (“Polo” or “the Company”) Agreement to dispose of holding in Extract Resources Limited for AUD7.00 per share Polo Resources Limited (AIM and TSX: POL) is pleased to announce that yesterday it and its wholly owned subsidiary Polo Australasia Limited entered into an agreement with Nippon Uranium Resources (Australia) Proprietary Limited ("Nippon Uranium"), a wholly owned subsidiary of ITOCHU Corporation, for the sale of Polo’s entire interest of 22,550,849 shares in Extract Resources Limited ("Extract") ("Extract Shares") at a price of AUD7.00 per Extract Share, representing total consideration of approximately AUD157.9 million, subject, inter alia, to requisite approvals by shareholders of Polo at a general meeting of the Company and to Australian Foreign Investment Review Board ("FIRB”) approval for the acquisition of certain of the Extract Shares.

The price of AUD7.00 per Extract Share represents a 3.7% premium to the closing market price of the Extract Shares on the ASX on 8 July 2010, and a premium of 8.9% to the closing market price of AUD6.43 on 6 July 2010, the date on which the terms of the disposal were proposed to Polo, and recognises the strategic importance of the block in which Polo is interested. In addition to the agreement to sell 22,550,849 Extract Shares by Polo, Regent Mercantile Holdings Limited, a corporation associated with Mr. Dattels, Polo’s Chairman, has agreed to sell to Nippon Uranium 2,187,708 Extract Shares, and Emerging Metals Limited, a company in which Mr. Dattels is Chairman, has agreed to sell 368,721 Extract Shares, in each case subject to FIRB approval of the acquisitions. The total number of Extract Shares therefore agreed to be purchased by Nippon Uranium is 25,107,278 shares, representing 10.3% of Extract’s issued share capital. The Company has agreed that the sale of 3,900,000 Extract Shares, being 17.3% of Polo's holding, which is not subject to any conditions, will be settled on 15 July 2010 for a gross cash consideration of AUD27.3 million. Under the AIM Rules the sale of the remaining 18,650,849 Extract Shares (“the Conditional Extract Shares”), being the entire balance of Polo's holding, will be subject to Polo shareholder approval at a general meeting of the Company which is expected to be convened for early August 2010 (the "General Meeting"). The sale of the Conditional Extract Shares will be completed within five business days after the later of shareholder approval being obtained for the sale at the General Meeting and FIRB approval being obtained for the acquisition of certain of the Extract Shares by Nippon Uranium. Prior to 15 July 2010, the directors of Polo are required to undertake to Nippon Uranium to procure that all shares which they and their family (as defined in the AIM Rules) own or control are voted in favour of the sale of the Extract Shares at the General Meeting, which represent a total of 225,910,486 ordinary shares (9.75% of the issued share capital of the Company). All of the Extract Shares are being sold at a price of AUS7.00 per Extract Share and the gross proceeds of the sale payable to Polo Australasia Limited, including the Conditional Extract Shares, will be approximately AUD157.9 million. The directors are currently assessing the most suitable manner in which to return value to shareholders through the use of the sales proceeds, which as announced on 2 July 2010, subject to receipt of shareholder approval, completion of the sale of the Extract Shares and receipt of cash proceeds of the sale of the Extract Shares, the Board of Polo may utilise part of the proceeds of sale to fund a special dividend to shareholders of 3p per share. The Board of Polo also intends to use the sale proceeds in accordance with its proposed investing policy and for working capital purposes. Polo will update shareholders on the outcome of this assessment in due course.
The notice of General Meeting and a circular to shareholders will be distributed by the Company on or by 16 July 2010. As announced on 30 June 2010 and as required by AIM Rule 15, the Company is preparing an investing policy and the notice of General Meeting and circular to shareholders will include details of the proposed investing policy and seek approval of the Company's proposed investing policy. Contacts: Polo Resources Limited Neil Herbert, Executive Co-Chairman + 27 82 404 36 37 Canaccord Genuity Limited Ryan Gaffney / Bhavesh Patel + 44 (0) 20 7050 6500 Toronto James McVicar Heenan Blaikie LLP +1 416 643 6903 Financial Dynamics Ben Brewerton / Ed Westropp + 44 (0) 20 7831 3113 About the Company
Polo is an emerging energy company focused on acquiring and developing advanced stage coal and uranium properties. For complete details on Polo Resources Limited, management encourages investors and interested parties to view its public documents filed on AIM Market at www.poloresources.com. About Extract Resources Extract Resources Limited (ASX and TSX code: EXT) (“Extract”) is based in Perth, Western Australia. Extract's primary business focus is in the African nation of Namibia, in which it has a large land position of 2,653 km2 over several licenses. While the projects have various mineral occurrences, Extract's main objective is based around the potential of the uranium (U3O8) rich provinces in Namibia, particularly within the alaskite belt that hosts the world class Rossing Mine. CAUTIONARY STATEMENT The AIM Market of London Stock Exchange plc does not accept responsibility for the adequacy or accuracy of this release. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. All statements, other than statements of historical fact, in this news release are forward-looking statements that involve various risks and uncertainties, including, without limitation, statements regarding potential values, the future plans and objectives of Polo Resources Limited. There can be no assurance that such statements will prove to be accurate, achievable or recognizable in the near term. Actual results and future events could differ materially from those anticipated in such statements. These and all subsequent written and oral forward-looking statements are based on the estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this notice. Polo Resources Limited assumes no obligation to update forward-looking statements should circumstances or management's estimates or opinions change.


:rolleyes::look:
Antwort auf Beitrag Nr.: 39.797.763 von hbg55 am 09.07.10 09:51:44Laut dem Artikel will Laxey ein Angebot machen. Das kann Dattels doch nicht schmecken! Er schüttet jetzt 3pc aus, um diese Maßnahme aus dem Forderungskatalog von Laxey vorwegzunehmen und die Aktionäre zu erfreuen!?

Was mir fehlt: Mongolei weg, EXT planmäßig weg-wie sieht die neue Strategie aus? Und vor allem: ziehen Laxey und Dattels an einem Strang oder wird es ein Kampf?

Bleibt spannend, aber zumindest gibt es ein paar Euro und der Einstandskurs wird fast unerheblich ;-)

Viel Glück
Antwort auf Beitrag Nr.: 39.798.036 von lucky_trader am 09.07.10 10:25:10

....DU sagst es - man darf gespannt sein, was als nächstes folgt !!!


wird ein...........HOT SUMMMER 2010


:lick::cool:
Antwort auf Beitrag Nr.: 39.798.115 von hbg55 am 09.07.10 10:37:22Hi hbg!

Verblüffend, wie schnell das hier geht!

Ich glaube natürlich auch an einen heißen Sommer.---

Itochu wird der Partner der Zukunft!!
Antwort auf Beitrag Nr.: 39.803.406 von updax am 10.07.10 17:13:07
moin updax,

....soooo fussi- WM hat mit ESP nen würdigen CHAMPION gefunden,
nu kann börse wieder abissl stärker in fokus rücken - bei POLO
ja eigentl., nach vergangener woche, nicht mehr nötig :D;)


anyhow, bin gespannt auf die weiter- entwicklung hier

:look:
Antwort auf Beitrag Nr.: 39.792.864 von hbg55 am 08.07.10 13:24:08...SIE marschiert weiter - auch HEUTE wieder.....sahen im TH
schon GBp 5,90
:lick::lick:

:look:
Antwort auf Beitrag Nr.: 39.824.953 von hbg55 am 15.07.10 12:17:54:eek::eek:

....und das dürfte der hintergrund dafüer sein........


15 July 2010

Polo Resources Limited
(“Polo” or “the Company”)

Holdings in Company



Polo Resources Limited (AIM and TSX: POL) was notified on 13 July 2010 by Weiss Asset
Management LP (“Weiss”) that Brookdale Global Opportunity Fund and Brookdale
International Partners, LP have an interest in Polo
comprising (1) voting rights attached to
shares in the capital of the Company (“Ordinary Shares”) and (2) instruments with similar
economic effect to qualifying financial instruments.

These interests are as follows:.......


....mehr über die POLO- HP....NEWS !!!


http://www.poloresources.com/

:lick::look:
Antwort auf Beitrag Nr.: 39.792.864 von hbg55 am 08.07.10 13:24:08:eek::eek:

...nach nem fulminanten ausklang der vorwoche - starten wir EBENSO
in die NEUE woche..........


RT....GBp 5,95


:lick::look:
Antwort auf Beitrag Nr.: 39.874.591 von hbg55 am 26.07.10 09:11:30Dattels nimmt den Kampf auf !

http://www.poloresources.com/index.htm

HC
Antwort auf Beitrag Nr.: 39.874.894 von HotelCalifornia am 26.07.10 10:05:06
hmmmmmm....:confused::(


leider nicht viel zu sehen beim link - kannste nochmal versuchen
oder kurz- zusammenfassung geben


...thx hbg55:kiss::kiss:
Antwort auf Beitrag Nr.: 39.875.268 von HotelCalifornia am 26.07.10 11:06:30
...du meinst sicherlich folg., right........


26 July 2010

Polo Resources Limited (“Polo” or the “Company”) Director’s Share Dealings Polo Resources Limited (AIM and TSX: POL) was notified on 23 July 2010 that Regent Mercantile Holdings Limited, a company which is wholly owned by the trustee of a trust under which Stephen R. Dattels, Executive Chairman of the Company is a beneficiary, purchased on the same day 40,000,000 Ordinary Shares of the Company at a price of 5.935 pence per share. :eek::eek:

Following the purchase, Mr. Dattels is interested in a total of 181,676,007 Ordinary Shares, representing approximately 7.84% per cent of the issued ordinary share capital of the Company.

- Ends- Contacts: Polo Resources Limited Catherine Sugarman, Company Secretary + 27 82 404 36 37 Canaccord Genuity Limited Ryan Gaffney / Bhavesh Patel Toronto James McVicar Heenan Blaikie LLP + 44 (0) 20 7050 6500 +1 416 643 6903 Financial Dynamics Ben Brewerton / Ed Westropp + 44 (0) 20 7831 3113 About the Company Polo Resources is a natural resources investment company focused on investing in undervalued companies and projects with strong fundamentals and attractive growth prospects. The Company will primarily invest in companies with producing assets and/or resources and reserves that have been verified under internationally recognised reporting standards. For complete details on Polo Resources: www.poloresources.com.


:look:
Antwort auf Beitrag Nr.: 39.875.301 von hbg55 am 26.07.10 11:14:35Warum hat/will Polo seine Extract-Anteile zu einen "Discountpreis" von 7,00 AUD (ca. 4,80 Euro) verkaufen ?

HC
Antwort auf Beitrag Nr.: 39.898.790 von HotelCalifornia am 29.07.10 18:21:29
moin HC,

grund DAFÜR scheint MIR darin gelegen zu haben, daß manch groß- aktionäre
stärkere ´verzinsung´ ihres kapitals anforderten und mit rückzug drohten -
drum auch die 3 cent sonder- div. !!!!

seither rege bewegungen bei POLOs aktionärstruktur, weil wohl einige auch
gegen verkauf von tafelsilber waren.......annnnnyhow EXT notiert akt. bei
aud 6,69 - da erscheint erzielter preis von 7,- gar nicht SOOO übel zu sein
....IMO!!!!


:rolleyes::look:
Betrifft Meeting:

Posted by RAPINVEST over on advfn.

Both resolutions were adopted with very substantial majorities.The meeting was chaired by Neil Herbert who kindly stayed behind afterwards and chatted with me.
He reiterated his confidence that GCM and Caledon would prove their worth whilst acknowledging that the former, despite the economic/energy imperatives,may still require extended patience although on the ground soundings gave cause for optimism that the breakthrough would be this year.He talked in very bullish terms about Caledon's near term prospects stressing the Minyango factor (he believes Caledon will show a profit in q 3/4.)
As for the future, he said that the company was less focused on uranium prospects ( there are a number of "pig mines" entering the picture which is off-putting). In addition to coking coal he mentioned iron ore and possibly gold as being their prime resource targets although the company's approach will continue to be to consider any prospect that provides scope for progressing a fairly rapid move through to bfs.
The meeting reinforced my belief that SD and his team are shrewd and capable operators corroborated by impressive track records and I feel confident that they will continue to "do the business".
Gute Zusammenfassung der aktuellen Lage:

http://www.iii.co.uk/articles/articledisplay.jsp?section=Sha…

Auszüge:
- At 6.4p currently, Polo's market value sits at about a 20% discount to NAV of just over 8p a share.

- There has recently been significant directors' share buying at up to 5.95p, underlying their regard for value. In early July, Dattels bought 30 million shares at 5.125p following this with 40 million at 5.935p (via a trust on his behalf) to own 181.7 million shares or 7.84%.Neil Herbert, co-chairman and managing director, bought four million at 5.95p taking his stake to 69.1 million or 2.9%. James Mellon, a non-executive director, bought three million shares at prices up to 5.90p to own 19.5 million. All this has helped to support the market price.
Fingerzeig für die Geschäftsausrichtung von POLO?

Neil Herbert, Managing director bei Polo, wird non-executive-director bei "European Nickel". Herbert war u.a. Finanzdirektor bei Uramin.
European Nickel hat das Ziel ein "Mid-Tier-Nickel-Laterit-Produzent" zu werden. Wichtigstes Projekt liegt in der Türkei.
Guy Elliot, senior non-executive director bei Polo:

Vor der Sonderdividende hat er massiv verkauft, jetzt kauft er wieder im kleineren Rahmen.
Polo folgt also dem Beispiel Regents.

Sie kaufen eigene Shares zurück:
Am 3. Sept. 3 Mio. zu 3,36 GBP.
http://www.hybridan.com/HybridanSCW/?small-cap-wraps"Polo Resources (SYNC 3.68p/£89.41m ) :
7. September

Since 10 August when we last wrote on Polo, they have completed the sale of their stake in Extract Resources, netting £94m (3.9p per share) and have paid a special dividend of 3p per share. In addition Weiss Asset management initially increased their stake by 19.5m shares to almost 260m shares, took the special dividend and then sold down to 238m shares. A director also took advantage of the special dividend by selling 36.2m shares with the dividend at 6.3p before repurchasing 10m post the distribution at around 3.5p. On top of that, the Company announced the purchase (at 3.36p) and the cancellation of 3m shares. One certainly cannot claim that this AIM share suffers from lack of liquidity!

At the end of the day, we believe that the NAV per share is of the order of 6.4p – a 75 percent premium to the current market price. For a company that has demonstrated its ability to distribute full value to shareholders, the current discount appears excessive."
Hoher Umsatz: 70 Mio., Kurs 8 % im Plus. Was ist da los?

Undurchschaubare Trades von UBS - Caledon steigt 14 %. Will Polo übernehmen?
Antwort auf Beitrag Nr.: 40.171.036 von updax am 17.09.10 19:10:46Weiterhin hoher Umsatz bei Polo (heute über 53 Mio shares)
Schlusskurs heute 4,31 GBX/pence (London) und damit ein Tagesplus von 3,9%

Die beiden Polo-Beteiligungen sind heute ebenfalls stark gestiegen :

Caledon Resources auf 0,88 Euro FFm (+ 13,24%). Der Kurs steigt seit Tagen !
Kommt die Übernahme ??

GCM Resources heute in FFM (geringe Umsätze) mit einem Kursanstieg auf 2,83 Euro
(+ 26,26%)

Any news ?

HC