Sherritt Intl: Gutes aus Kuba! - 500 Beiträge pro Seite

[Pickering_Esq]

Sherritt gibt es jetzt auch in Stuttgart und München!
Wer schon immer gerne ein paar haben wollte, aber keine Lust hatte, sich von der Zockerbande in Berlin übern Löffel balbieren zu lassen, jetzt ist die Gelegenheit!


Irgendwie denke ich, es könnte der in Kuba engagierten AG einen ganz gehörigen Ruck geben, wenn Fidel Castro mal in Pension geht. Und alt genug ist er ja dazu.

http://www.auswaertiges-amt.de/www/de/laenderinfos/laender/l…

[Pickering_Esq]

Sherritt International günstig bewertet
Wirtschaftswoche
Datum: 24.04.2006
8,96 +0,36 +4,19%
Stimmungsindikator: 2,00

Die Experten der "Wirtschaftswoche" halten die Aktie von Sherritt International ( / WKN 901547) für günstig bewertet.

In den letzten Jahren sei der Nickel-Bedarf Chinas jährlich um 20 Prozent gestiegen. An der Londoner Metallbörse LME koste die Tonne derzeit etwa 18.000 Dollar - so viel wie seit 17 Jahren nicht mehr. Ein Ende der starken Nachfrage sei nicht in Sicht. Neben Norilsk Nickel, Inco, BHP Billiton und Falconbridge zähle Sherritt International zu den größten Nickelproduzenten der Welt.

Im Geschäftsjahr 2005 habe der Konzern einen Nettogewinn von 124 Mio. Kanadischen Dollar (CAD) erzielt. Das seien zwar 24 Prozent weniger als im Rekordjahr 2004. Der Rückgang sei jedoch überwiegend auf höhere Abschreibungen zurückzuführen. Im laufenden Geschäftsjahr könnten sich die hohen Preise insbesondere für Nickel voll auf die Erfolgsrechnung auswirken.

Mit einem 2006er KGV von ungefähr 11 ist der Sherritt-Titel nach Ansicht der "Wirtschaftswoche"-Experten günstig bewertet.

[Pickering_Esq]

aus Finanznachrichten, 2.5.06 (heute):

Sherritt Q1 profit edges up to $35.7 million from year-ago $35.4 million!

1 hour, 55 minutes ago

TORONTO (CP) - Diversified energy firm Sherritt International Corp. (TSX:S) posted a first-quarter profit of $35.7 million, essentially flat compared to the year-ago period but up 27 per cent over last year's earnings of $28.1 million after one-time items.

The Toronto-based company's net earnings on a diluted per share basis were 20 cents, compared with 21 cents per share or $35.4 million in the year-ago quarter.

Revenue for the three months ended March 31 was $259.6 million, compared to $257.1 million in the same period of 2005 as oil and gas and coal improved but Sherritt's metals business was a drag on income.

The company said it and 50-50 partner, the Ontario Teachers' Pension Plan, "continues to examine options for the monetization of the mature and stable cash flow streams of its prairie mines and royalties, including the possibility of an income trust offering."

Sherritt operates in Canada, Cuba and elsewhere in businesses including thermal coal, base metals, oil and gas and electricity generation.

[Pickering_Esq]

[Pickering_Esq]

Wenn man sieht, wie souverän die Sherrit den Bolivien-Schock weggesteckt hat, dann kann man sich vorstellen, was mit der Aktie passiert, wenn sich das politische Umfeld mal eines Tages aufbessern sollte.

http://www.karibik-journal.com/news.php?news=3132&pageNum_ne…

http://www.berlinonline.de/berliner-zeitung/politik/548533.h…

Übrigens feiert Fidel Castro am 13. August seinen 80. Geburtstag.

[Traumtaenzer]

Nickelpreis schnellt nach oben
Streik an Kanada-Standorten» Der Nickelpreis könnte nach Ansicht von Händlern auf 25 000 Dollar je Tonne steigen, nachdem er erst am vergangenen Freitag mit 23 050 Dollar ein historisches Hoch erreicht hatte.

Hintergrund ist ein möglicher Streik an den kanadischen Standorten des zweitgrößten Produzenten Inco. Ein Streik könnte das weltweite Angebot um acht Prozent senken. Am Sonntag hatte die Gewerkschaft den über 3000 Inco-Beschäftigten in Ontario zu einer Ablehnung der vom Konzern vorgelegten neuen Arbeitsvertragsentwürfe geraten. Die Mitarbeiter werden heute und morgen abstimmen; die alten Verträge laufen Ende Mai aus. Der Nickelpreis ist seit Jahresbeginn um 70 Prozent nach oben geschnellt. Nickel wird zur Herstellung rostfreien Stahls gebraucht.
[30.05.2006]

Quelle:
http://www.wiwo.de/pswiwo/fn/ww2/sfn/buildww/id/126/id/18351…

[MrRipley]

!

[Pickering_Esq]

Sieht auch vom Chart her nicht ganz ungünstig aus.

[feider]

irgendwer sonst noch so glücklich investiert wie ich

[sammy33]

Guten morgen

Ist doch eine gute Firma, die machen gute Investement und wissen
wo sie hingehen. Belib drin.

sammy



SEPTEMBER 13, 2006 - 17:24 ET

Sherritt Announces New Offer to Purchase 7% Convertible Debentures

TORONTO, ONTARIO--(CCNMatthews - Sept. 13, 2006) -

NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

Sherritt International Corporation (TSX:S)(TSX:S.DB.A) announced today its intention to offer to purchase for cancellation up to $50 million principal amount of its outstanding 7% convertible unsecured subordinated debentures due December 15, 2013 (the "Debentures"). The purchase price to be paid by Sherritt will be determined by way of dutch auction and will be not less than $1,470 and not more than $1,610 for each $1,000 principal amount of Debentures. This price range represents a premium of up to 10% to the closing price of the Debentures on September 12, 2006.

As previously announced, given its strong earnings and cash flow generation, Sherritt considers this offer to be an effective use of its cash while still providing the Company with the flexibility to pursue growth opportunities. The purchase will reduce the dilution to shareholder equity which would occur if the Company elects to give notice of redemption of the Debentures on or after the first call date of December 16, 2006. Sherritt expects to mail the offer to purchase and issuer bid circular on or about September 15, 2006.

Sherritt International Corporation is a diversified resource company involved in the production of thermal coal, nickel, cobalt, oil and electricity. Its success is built on utilizing innovative technologies and the breadth of its financial and operational expertise to increase productivity and profitability. Sherritt continues to explore opportunities to grow its $2.4 billion asset base through expansion of its existing businesses and strategic acquisitions.

Sherritt's 151 million common shares and $192 million principal amount of Debentures trade on the Toronto Stock Exchange under the symbols S and S.DB.A respectively. Sherritt's $274 million principal amount of 7.875% Senior Unsecured Debentures Series A, due November 26, 2012 trade on the over the counter bond market.

[feider]

erstmal danke für die info!

ja ich werd auch drinbleiben, aber ich hoffe das das mit "eine gute firma" auch mal bald im kurs niederschlägt...

[feider]

hallo zusammen!

was haltet ihr vom rückkaufangebot? wie sehen eure meinungen dazu aus?

grüße

[ruesselmaus04]

Hallo,

also im Moment ist der aktuelle Kurs höher als das Übernahmeangebot.
Was soll man davon halten???
Ich warte mal ab wie es weitergeht.
Falls ich auf die Schnauze falle ist es zwar ärgerlich, aber der Einsatz war/ist auch nicht so hoch bei mir.

ich kann nur gewinnen.....

ruesselmaus04

[feider]

Antwort auf Beitrag Nr.: 26.158.020 von ruesselmaus04 am 13.12.06 19:11:32

bislang machen wir wohl nix verkehrt


nen bissl höher dürfte es mal gehen, dann wär ich vollends zufrieden! hauptsache shcön solide

[Homedelivery]

WORLD EYES CUBA’S NICKEL RESERVES

Boasting 16 percent of the world’s reserves, the problem
with Cuban nickel is how to get hold of it. Trade embargoes,
infrastructure and a lack of investment all hinder the
process. But with Castro’s rule in its last days, Meghann
McDonell & Rory Carroll ask is now the time for change?

The soaring price of nickel coupled with
uncertainty about the Cuban government
has led many to ponder the future of a
country that is home to 16 percent of the
world’s nickel reserves.
In 2005, Cuba’s nickel reserves were estimated
at 1 million tonnes, but could be as much as
double that figure, according to a study by the
United States Geological Survey (USGS).
That’s big money, given that three-month
nickel hit a record intraday high of $29,950 per
tonne at the London Metal Exchange two weeks
ago, almost exactly double its price a year ago.
Under the US trade embargo, nickel mined in
Cuba cannot be sold to the USA. That has not
scared off the Chinese, though, who are currently
exploring a pair of development projects.
The Cubans have two government-owned
plants: Punta Gourda, which sits on about 310
million tonnes of resources, at 1.32 percent Ni;
and Nicaro with 59.3 million tonnes of resources
at 1.2 percent Ni. Production figures are unclear
for these plants, although one analyst estimated
they produced a total of 42,000 tonnes in 2005.
Overall Cuban nickel production was estimated at
75,000 tonnes.

Cuba’s future in the hands of the Cuban people: US government
When Fidel Castro, the world’s longest-living ruler, transferred control of Cuba to his brother Raul last month, the world was buzzing. Many sensed that a dramatic shift was about to occur for the nation’s 11 million citizens.
But Castro has apparently recovered, and the waiting game has resumed. That may be good news for the US State Department and congress, which could use more time to implement the suggestions put forth in the latest report from the Commission for Assistance to a Free Cuba. Many of the principles contained in the report to the President were not passed before the senate adjourned for its August recess, angering some lawmakers. Still, bi-partisan support all but assures its passage when congress returns in September.

The report’s recommendations include a two-year, $80 million programme to break the regime’s information blockade and to prepare for the day when the country will hold free and fair elections. Cubans can still be imprisoned for reading what they wish, accessing information from the outside world, including the internet, meeting in their homes to discuss the future of their country, running a lending library, or conducting petition drives.

A spokesman for the State Department said that a transitional government dedicated to democratic principles would receive generous aid from the US. “If the Cuban people make very clear in tangible ways that there is a transition to democracy, we’re going to do everything that we can to help them through organising elections as well as other means,” Sean McCormack, spokesman for the State Department, said during a recent press conference.

The commission favours helping the Cuban people bring about an end to Castro’s rule, but does not recommend sending in the USA’s already stretched army when Castro dies. (Some parts of the report are classified, so it is impossible to know what it recommends as a whole.) “A perpetuation of the status quo in Cuba through a succession among the current ruling elites would be a tragedy for the Cuban people,” wrote the authors, which include 100 participants from 17 federal departments and agencies.

Toronto-based Sherritt International remains
the only foreign company that produces nickel
concentrate in Cuba, and they have paid a high
price for doing so.
Their executives and families are prohibited
from travelling to the USA, and the US
government sees Sherritt as directly aiding a
corrupt dictator. Sherritt offered minimal participation
in this story. Requests for interviews with
the company’s ceo were denied.
In defiance of the US government, Sherritt and
the Cuban government formed Sherritt and
General Nickel in December 1994 to mine
concentrates along the eastern coast of the
island. Ownership of Sherritt General Nickel is
divided equally between Sherritt and the Cuban
government.
Concentrate that is mined at Moa, in Cuba’s
Holguín province, is then sent to Sherritt’s
refinery at Corefco in Fort Saskatchewan, Alberta.
Sherritt began its $450 million, 16,000 tpy
expansion of its nickel and cobalt production
facility at Moa in April of this year. The company
hints that more expansions are likely.
“If you look at the whole eastern side, you’ll see
strong deposits throughout,” a spokesman says.
Though nickel concentrate reserves are
plentiful, Cuba is unable to tap into them.
“Right now, the problem is there is no money
to modernise the nickel industry to tap into the
vast nickel reserves in the country,” according to
Peter Kuck, a specialist at the USGS.
The company reportedly produces 33,000 tpy
of nickel concentrate, all of which is sent to Fort
Saskatchewan for processing, according to a
spokesman for Sherritt.
Sherritt’s 50-percent share of nickel
concentrate production translated into 15,939
tonnes of finished nickel, refined in Canada,
according to the company. General Nickel
contributed almost 32,000 tonnes of the finished
nickel to the market in 2005.
In addition to nickel reserves, Cuba accounts
for a significant amount of the world’s cobalt.
The country mined 3,600 tonnes of cobalt
concentrates in 2005. From this, Sherritt’s 50-
percent share of the finished metal was 1,696
tonnes.
The price of cobalt has not been swept up in the
commodities boom to the same extent as nickel
but prices, though still below the highs of late
2003 and early 2004, have risen nearly 15 percent
over the last year, with 99.8 percent material
currently trading around $18-19.50 per lb.
Cuba’s cobalt represents about 14 percent of
worldwide reserves.
Given the country’s ample nickel and cobalt
reserves, the supply chain within the USA will
invariably be altered if Cuba opens up, according
to one trader.
“There is going to be a significant change in
supply, as Cubans direct nickel oxide out of the
country and nickel is shipped into the USA from
Sherritt,” the trader says.
With less than one day’s worth of reserves of
nickel currently in London Metal Exchange
warehouse stocks, nickel companies have been as
sought after as the ore itself, with drawn-out
bidding wars for Canadian nickel giants Inco and
Falconbridge hogging the headlines for the last
several months. If Cuba does open up, Sherritt
could become a takeover target.
In a post-Castro Cuba, Sherritt will be forced to
reconcile its ownership with the previous owner
of the Moa operation, according to traders.
Sherritt’s Moa mine was formerly owned by a
forerunner for Freeport McMoRan. But the
company was expropriated by Castro in 1960.
“The mine was all built, the town and residences
for workers were built, everything was set for
production and ready to go and then we were
expropriated,” a spokesman for Freeport says.

Freeport’s Moa Bay Mining Co switched hands
and was operated by managers from the former
Soviet Union until the iron curtain was lifted.
The demise of the Soviet Union coincided with
the drop-off in production from Moa in 1991.
When concentrate output failed to improve by
1994, the Cuban government decided to sell the
mine to Sherritt, according to a source at the
USGS.
For more than a decade, Sherritt and the
Cuban government have enjoyed a duopoly over
nickel reserves in the country.
But if US companies get approval to re-enter
Cuba, not only might Sherritt attract some
acquisition attention, it could run into trouble
with Moa’s previous owner.
In addition to dealing with Freeport, Sherritt’s
status as the sole foreign company producing
Cuban nickel and cobalt will undoubtedly be
challenged.
“There is a need for more nickel, and
there is a sizeable deposit in Cuba,” a
third trader says.
Several analysts suspect that a
stampede of nickel producers will make
a run for the country’s generous reserves
once trade opens up.
“The whole island is basically made of
nickel. You’ve got to imagine that at some
stage it will attract outside interest. But it’s
like New Caledonia and because of the lack of
infrastructure, it’s not a cheap place to build,”
says one London-based analyst.
“People are looking, but it’s not easy to get to
Cuba and even if they get there, it’s not easy to
know what’s going on with nickel production,”
another analyst says.
Some companies are doing more than just
looking at Cuba’s reserves.
China’s Minmetals and Citic Group have a
stake in two exploration developments on the
island.
China became involved in Cuban nickel in
2004, when it entered a joint venture with the
Cuban government at Las Caramiocas plant in
the eastern Holguin
province of the
country.
“The unfinished
project was initially
built by the East
Germans, but was
abandoned when the
Soviet Union broke up,
at which point about 80 percent of construction
was completed,” Kuck says.
The project switched hands a couple of times
over the years; Minmetals now retains a 49-
percent stake in the company. It signed a
memorandum of understanding with the
government of Cuba to invest $600 million
towards the building of a ferro-nickel smelter in
2005, with projected production at 68,000 tpy
of ferro-nickel, according the USGS.
State-owned Cubaniquel has a 51-percent
stake in the project, and as part of the
agreement, Cuba was to supply China with
4,000 tonnes of nickel in 2005-2009. Further,
Cuba would reportedly retain 51-percent
ownership in future base-metal companies
created with Chinese capital.
The agreement also specified that all new
nickel production would be shipped to stainless
steel plants
in coastal
China, with
the rest going to
a proposed
greenfield stainless steel
plant in Venezuela.
But since the agreement was signed, there has
been virtually no activity at Las Caramiocas. In
fact, the construction site near Moa has been idle
for more than a decade. Minmetals is not sure
when the operation will be up and running.
“We are still working out details for the
project. No construction date has been set,” a
spokesman for Minmetals says, declining to give
further information.
Several challenges stand in the way of start-up
in production for Minmetals.
“First of all they
have to bring in
electrical furnaces,”
Kuck says.
Compounding
this problem are the
difficulties the
Chinese have
encountered in
dealing with the Cuban government.
A source close to the project says that talks
between the parties are drawn out because the
Cuban side has been making changes to plans.
“It’s not an easy negotiation. The Cubans
wanted the inclusion of many things. It was just
a smelter initially, but later a power plant had to
be included as well,” he says.
A second nickel exploration project with
Chinese foreign investment hovers below the
radar. Citic Group retains the exploration rights
over the San Felipe deposit in the Cameguay
province of Cuba, about 550km east of Havana.
The deposit holds about 250 million tonnes of
reserves at 1.3 percent nickel, says Kuck.
According to market sources, BHP completed a
study of the project but stalled on investment of
$1 billion necessary to proceed with
development. It is unclear why BHP got cold feet
on this investment, but many speculate that the
company had problems dealing with the Cuban
government.
Citic was awarded the joint venture with
Union Del Niquel in San Felipe following
discussions with the Chinese Government. The
agreement perhaps suggests that the Chinese
have demonstrated a greater willingness to
develop the deposit than BHP Billiton had been
indicating.
As with other nickel exploration projects in
Cuba, San Felipe’s new partial owners face an
uphill battle.
“It is a big investment to get the operation
going and the government may not be willing to
do much to help,” a source says.
But recently, Citic is said to have made
progress on production plans, according to an
analyst at Brook Hunt.
‘The whole island is basically made of nickel. You’ve got to
imagine that at some stage it will attract outside interest’
The Pinares de Mayari project is another
development that has avoided the headlines, and
its start-up pace seems to be on par with other
nickel development projects in Cuba.
The Pinares de Mayari West deposit in Holguín
Province is headed by Cuban-government-owned
Commercial Caribbean Nickel SA. The deposit
contains more than 200 million tonnes of ore of
1 percent Ni and 0.1 percent Co, according to
the analyst at Brook Hunt.
In 1995, Commercial Caribbean Nickel agreed
to form a joint-stockholding company with WMC
Australia to explore and develop the Pinares de
Mayari West nickel deposit, according to nickel
specialist Bill McCutcheon at National Resources
Canada. But Western Mining — now owned by
BHP — pulled out of Cuba in 2003, according to
market sources.
Some industry experts project that the Las
Caramiocas and San Felipe operations may have
better production success under new Cuban
leadership.
Once such projects start producing nickel,
some wonder if Sherritt will be capable of
holding its own in a post-Castro Cuba.
“The question is: is Sherritt in a position to
competitively go forward?” one of the traders asks.

//Metal Bulletin Monday 4 September 2006

[feider]

[feider]

Antwort auf Beitrag Nr.: 27.663.540 von feider am 12.02.07 17:07:48

welch schöner anstieg

[Pickering_Esq]

Ja, die Quartalszahlen am 2.5. dürften auch keine bösen Überraschungen mit sich bringen, eher im Gegenteil.



TORONTO, ONTARIO--(CCNMatthews - April 16, 2007) -

NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

Sherritt International Corporation (TSX:S)(TSX:S.DB.A) is scheduled to release its first quarter 2007 earnings results on Wednesday, May 2, 2007 followed by an analyst conference at 2:00 p.m. (Eastern Time).

Scheduled speakers on the conference call will include Jowdat Waheed, President & Chief Executive Officer, and Guy Bentinck, Senior Vice President, Finance & Chief Financial Officer.

The live audio webcast will be available on Sherritt's website www.sherritt.com, or via teleconference at 800-732-9307.

An archive of the webcast will also be available on the website. A replay of the conference call will be available until July 2, 2007 and can be accessed at 877-289-8525, pass code 21217126#.

Sherritt International Corporation is a diversified resource company involved in the production of thermal coal, nickel, cobalt, oil and electricity. Its success is built on utilizing innovative technologies and the breadth of its financial and operational expertise to increase productivity and profitability. Sherritt continues to explore opportunities to grow its $2.6 billion asset base through expansion of its existing businesses and strategic acquisitions.

Sherritt's 172 million common shares trade on the Toronto Stock Exchange under the symbol S. Sherritt's $274 million principal amount of 7.875% Senior Unsecured Debentures Series A due November 26, 2012 trade on the over-the-counter bond market.

[madadp]

Antwort auf Beitrag Nr.: 28.879.687 von Pickering_Esq am 18.04.07 15:18:24

Sherritt will Dynatec übernehmen. Wenn ich das Angebot annehme werde ich mich wohl öfters hier rumtreiben! Schönen Sonntag!

[feider]

Antwort auf Beitrag Nr.: 28.934.884 von madadp am 22.04.07 10:06:54

ui 10% runter..scheiße!
hängt das mit der angestrebten übernahme zusammen?

[madadp]

Antwort auf Beitrag Nr.: 28.948.762 von feider am 23.04.07 09:31:16

das glaube ich schon. Meine Dynatecs sind Freitag und heute um je ca. 7,8% gestiegen. Zur Beruhigung, Dynatec ist schon kurz vor dem Abbau. Die Anwohner werden schon umgesiedelt. Die Kosten halten sich in Grenzen, da in Madagascar ein Haus nicht viel kostet. - Ansonsten habe ich auch ein Problem: ich kenne Sherritt nicht und wenn das Angebot kommt, kann ich noch nicht sagen wie ich entscheide. Die Übernahme ist bereits beschlossen, Dynatec hat zugestimmt. Grüße mada

[madadp]

Antwort auf Beitrag Nr.: 28.959.392 von madadp am 23.04.07 20:49:24

Projet Ambatovy
Dynatec rachetée par une compagnie Canadienne


La compagnie minière canadienne Dynatec a été rachetée par la compagnie Sherritt, une autre société canadienne. Le coût de la transaction s'élève à 1,6 milliards de dollars. Ce changement modifie certains aspects techniques du projet Ambatovy, une des activités de Dynatec dans le monde entier. Selon une source auprès du projet Ambatovy, ces changements, qui devront être effectifs dans deux mois ne devront pas influer sur le calendrier prévu quant au démarrage des travaux de construction.


Date : 23-04-2007
Quelle: L'Express de Madagascar

[feider]

gibts neuigkeiten bzgl der übernahme?
sind ja wiede rgut nach oben gezogen worden durch die übernahme(spekulationen) im rohstoffsektor

[madadp]

Antwort auf Beitrag Nr.: 29.326.850 von feider am 15.05.07 15:55:46

bei mir sind bis jetzt keine Angebote gelandet. Sollte abe auch erst im Juni stattfinden. Sherrit hat sich ja wieder ganz gut erholt - ist eigentlich bei Übernahmen ein Wunder. Vermutlich bleib ich dann bei Sherritt. Grüße mada

[madadp]

Antwort auf Beitrag Nr.: 29.326.850 von feider am 15.05.07 15:55:46

hab gerade nochmal gesucht:

Projet Ambatovy
Dynatec en campagne d'explication


Le promoteur du projet Ambatovy mène une campagne d’explication. Bruce Walter, président directeur général de la société Dynatec, a été en visite à Madagascar durant deux jours.
Sa mission a consisté à rassurer les principaux dirigeants du pays que la fusion des compagnies Sherritt et Dynatec, deux entreprises d’origine canadienne, n’entraînera aucun changement ni sur le calendrier ni sur la structure du projet Ambatovy. Il a rencontré plusieurs responsables clés concernés par le projet ainsi que le président Marc Ravalomanana.
"La fusion de Dynatec et Sherritt n'aura aucun impact ni sur le calendrier ni sur les aspects techniques du projet et les actionnaires de Dynatec acquerront encore des parts d'actions de Sherritt et continueront de jouir les bénéfices du projet Ambatovy", a affirmé Bruce Walter.
Le nom du projet Ambatovy restera donc le même, mais c'est celui du promoteur principal Dynatec qui disparaîtra et sera remplacé par Sherritt.
Sur le plan technique, la fusion, effective d'ici deux mois, fera apparaître une compagnie plus puissante financièrement, avec un capital de quatre milliards dollars.
L'équipe actuelle du projet Ambatovy ne changera pas avec Yves Fourmanoit à la direction générale. L'arrivée d'autres membres est néanmoins attendue.

Mahefa Rakotomalala
Date : 03-05-2007

[madadp]

Antwort auf Beitrag Nr.: 29.326.850 von feider am 15.05.07 15:55:46

aus meiner Sicht ist das o.k. Sherritt hat einen guten Kauf gemacht. Alles bleibt wie es ist. Es gibt keine Zeitverzögerungen und kein Auswechsel der crew vor Ort. Auch der Präsident Madagascars hat das Projekt abgesegnet. Überall wo jetzt Dynatec steht, wird der Name Sherritt erscheinen. That's it. Nachdem die ja schon kurz vor dem Beginn des Abbaus stehen, werde ich vermutlich dabei bleiben

[feider]

Antwort auf Beitrag Nr.: 29.332.670 von madadp am 15.05.07 20:29:13

sieht ja dann langfristig auch eher gut aus

[madadp]

Antwort auf Beitrag Nr.: 29.341.178 von feider am 16.05.07 12:19:01

ja, das glaube ich schon. Fest steht, daß wir dieses Jahr noch mit dem Abbau von Nickel beginnen. Der Hafen Toamasina ist nicht weit weg. Da gib's dann auch Dividende. Wie ich schon schrieb, siedeln die die Anwohner schon um, damit die tenbaggers besser ran können!

[pauliiine]

Antwort auf Beitrag Nr.: 29.349.801 von madadp am 16.05.07 20:33:26

Versteh ich nicht wirklich deine Aussage!Erklärungsbedarf,danke

[scareface]

Antwort auf Beitrag Nr.: 29.516.880 von pauliiine am 28.05.07 21:18:33

hier ist wohl nix mehr los wie es aussieht!Das Papier wird es wohl nicht wert sein das man drüber diskutiert!

[pauliiine]

Antwort auf Beitrag Nr.: 29.522.375 von scareface am 29.05.07 12:43:32

Ja hier ist nicht wirklich viel los,hatte gestern um aufklärung gebeten und wie immer nichts vernommen

[madadp]

Antwort auf Beitrag Nr.: 29.523.217 von pauliiine am 29.05.07 13:37:35

sorry pauline, hab das jetzt erst gelesen! Sherrit wird Dynatec übernehmen. Und Dynatec ist bereits bei der Umsiedelung der Bevölkerung, d.h. der Nickelabbau kann bald beginnen und dann wird natürlich hoffentlich Geld fließen und Dividende. Ist die Frage beantwortet, sonst bitte laut klingeln

[madadp]

Antwort auf Beitrag Nr.: 29.578.736 von madadp am 01.06.07 18:30:51

hier noch die WKN und dann kannst Du die news auch selber lesen und Dir ein Bild machen: WKN: 910388

[trick17-2]

bin eingestiegen.
Aktuelles KGV von ca. 7.

Massives Geewinnpotenzial ab 2010,
wenn das Ambatovy-Prjekt in Produktion geht.

trick17

[madadp]

Antwort auf Beitrag Nr.: 29.747.065 von trick17-2 am 09.06.07 10:22:19

Na dann, Willkommen an Bord. Nach meinen Infos müsste der Abbau bald beginnen - da gibts dann Dividende.

[trick17-2]

nahc meiner Info beginnt der Abbau
des Ambatovy-Projektes 2010.
Also 3 Jahre keine zusätzliche Produktion,
Gewinn wird durch zusätzlich Aktie stark verwässert.
Aber ich will die Aktien ja auch länger halten.

Was für ein Unternehmen ist Sherritt 2012?
Die Frage habe ich mir beantwortet und gekauft.

Sie haben reichlich Ressoursen aus dem operativen Geschäft,
um das Projekt auch bei höheren Kosten zu realisieren.
Wird es erst 2011 fertig, so ist das auch ok.

Die 4Gs von Kostolany immer im Hinterkopg (Geld, Geduld, Gedanken
und Glück). Punkt 2 ist wirklich nicht zu vergessen.

trick17