Replik auf obiges Posting mit Farbedelstein-Bild
Eldo,
ich nehm mal an das sind braune Diamanten.
Die gelten nicht als Fancy Farben
umd kosten 5% von "Weißen Dia".
Meistens sind die Cognac-Farbenenen sogar
besonders rein.
Eine schöne Alternative zum Gold.
(Kann natürlich nicht mit einer Maske konkurrieren)
Gruss
Tambok
zur aktuellen RSA GM Produktion
Aus BUSINESS REPORT 15-11-05
Gold output predicted to hit 80-year low
==============================
Johannesburg - South Africa's gold output was likely to fall to an 80-year low of 300 tons in 2005, down from 346 tons in 2004, which was the lowest level since 1931, Andisa Securities gold analyst Dr Dave Davis said on Monday.
From 2006, South African gold output is likely to stabilise at about 300 tons as a number of gold mining projects come on line, Davis told delegates at the London Bullion Market Association Precious Metals conference.
These projects included the South Deep mine, AngloGold Ashanti's Moab Khotsong mine and new gold mining projects that Harmony Gold was developing, he said.
In 2002, South African produced 400 tons of gold.
Between 2002 and 2004, South African gold mines saw a tremendous increase in costs relative to their global peers like world number one gold miner Newmont, Davis said.
Newmont's cost per troy ounce of gold produced increased by 22 percent to an average of $232 per ounce, while South African costs doubled to an average $395 per ounce.
As a result of the appreciation of the rand against the US dollar, South African gold mining companies aggressively dealt with the cost problem by restructuring their operations.
einfach so von der WAR-homepage abgegriffen.
Genaueres weiß ich nicht.
Die ADR´s werden nicht erwähnt.
Da müßte aber ähnlivhes gelten.
Wait and See
Tambok
The material below is supplied on a direct feed from McGregor BFA and is published without correction or comment. The views expressed are not necessarily those of the directors.
WESTERN AREAS LIMITED
=======================
(Registration Number: 1959/003209/06)
Share code: WAR & ISIN No: ZAE000016549
ADR Ticker symbol: WARUY
CUSIP No: 957654304
("Western Areas")
INFORMATION UPDATE TO WAL SHAREHOLDERS
========================================
Shareholders are advised that Western Areas hosted South African analysts on an
underground tour of the South Deep mine on 20 October 2005, followed by
comprehensive presentations by South Deep management. This followed a similar
visit by international analysts hosted by Placer Dome Inc.
Shareholders are referred to the website: http://www.westernareas.co.za to view the
information that was presented.
8 November 2005
==============
Johannesburg
Sasfin Corporate Finance
A division of Sasfin Bank Limited
Date: 08/11/2005 05:00:12 PM Produced by the JSE SENS Department
--------------------------------------------------------------------------------
WESTERN AREAS LIMITED
(Incorporated in the Republic of South Africa)
(Registration Number 1959/003209/06)
Share code: WAR
ISIN: ZAE000016549
("WAL")
JCI LIMITED
(Incorporated in the Republic of South Africa)
(Registration Number1894/000854/06)
Share code: JCD (suspended)
ISIN: ZAE000039681
Debenture Code: JCDD (suspended)
ISIN: ZAE000039699
("JCI")
RIGHTS OFFER SALIENT DATES
Introduction
Further to the announcements published on 12 May 2005, 30 June 2005, 19 August
2005 and 30 August 2005, WAL shareholders are advised that the salient dates in
respect of the renouncable rights offer of 35 505 240 WAL shares ("rights offer
shares") at a subscription price of 1 800 cents per share in the ratio of 29.95
rights offer shares for every 100 WAL shares held, are as follows:
2005
Last day to trade in WAL shares in order to Friday, 18 November
qualify to participate in the rights offer (cum
entitlement) on
WAL shares trade ex the rights offer entitlement Monday, 21 November
from commencement of trade on
Listing and trading of letters of allocation on Monday, 21 November
JSE from commencement of trade on
Record date for shareholders to participate in Friday, 25 November
the rights offer on
Circular posted and form of instruction issued Monday, 28 November
to certificated shareholders on
Rights offer opens at 09:00 on Monday, 28 November
Last day for trading in letters of allocation on Thursday, 8 December
JSE in order to be settled by 17:00 on Thursday,
15 December 2005 on
Listing and trading of rights offer shares on Friday, 9 December
JSE at 09:00 on
Rights offer closes at 12:00 on Thursday, 15 December
Forms of instruction including cheques in Thursday, 15 December
respect of certificated shareholders to be
lodged by 12:00 on (see note 0
Record date for letters of allocation on Thursday, 15 December
Entitlement in respect of the rights offer Monday, 19 December
available on
Rights offer shares issued and posted to Monday, 19 December
certificated shareholders on or about
Accounts of dematerialised shareholders updated Monday, 19 December
and credited at their CSDP or broker on
Results of the rights offer and basis of Monday, 19 December
allocation of excess applications published on
SENS on or about
Results of the rights offer and basis of Tuesday, 20 December
allocation of excess applications published in
the South African press on or about
Share certificates in respect of excess shares Tuesday, 20 December
allocated posted to certificated shareholders on
or about
Accounts of dematerialised shareholders updated Tuesday, 20 December
in respect of excess shares allocated at their
CSDP or broker on
Notes
The dates and times are subject to amendment. Details of any such
amendment will be published on SENS and in the South African press.
All times indicated are South African times.
Share certificates in respect of WAL shares may not be dematerialised or
rematerialised between Monday, 21 November 2005 and Friday, 25 November
2005, both days inclusive.
CSDPs effect delivery on a "delivery against payment method", in respect
of holders of dematerialised WAL shares.
If you are a dematerialised shareholder of WAL shares, you are required to
notify your duly appointed CSDP or broker of your acceptance of the rights
offer in the manner and time stipulated in the custody agreement.
Dematerialised shareholders will have their safe custody accounts at their
CSDP or broker credited with their entitlement on Monday, 28 November
2005. Certificated shareholders will have their entitlements created in
electronic form and held at Computershare on Monday, 28 November 2005.
Documentation
The WAL rights offer circular and the forms of instruction in respect of the
letters of allocation will be available for inspection at the registered offices
of WAL from Monday, 28 November, and will be posted to WAL shareholders on or
about Monday, 28 November 2005.
Copies of the circular can be obtained during normal business hours prior to the
closing of the rights offer being 15 December 2005, at the registered offices of
WAL, 3rd Floor, 28 Harrison Street, Johannesburg, 2001.
Johannesburg
4 November 2005
Investment bank
Investec Bank Limited
Corporate Finance
Legal adviser to WAL
Tabacks
Independent reporting accountants to WAL
KPMG
Sponsor to WAL
Sasfin
Date: 04/11/2005 05:00:06 PM Produced by the JSE SENS Department
wenn ich das recht versteh und locker schätze
entspricht das gut 5 % "Dividende"
Quote 30 Junge : 100 Alte
Akt. Kurs 2.500
zu Ausgabe Junge für 1.800
Verwässerungseffekt schon berücksichtigt.
(Der Verwässerungseffekt kann defacto
größer oder kleiner als rechnerisch sein.)
WAR ist in D schwer zu bekommen. Da ist der Bezug aus KapErhöh praktisch.
Sehe gerade WAR startet jeute an der JSE mit 9,5% plus.
Heute Börsenschluß ist maßgeblich für Bezugsrecht.
MININGWEEKLY vom 18.11.05
Gill Marcus appointed Western Areas chairperson
--------------------------------------------------------------------------------
Ex deputy governor of South Africa's Reserve Bank, Professor Gill Marcus, has been appointed executive chairperson of Western Areas and has already prioritised mending fences with Placer Dome, for which gold titan Barrick recently made an offer.
Marcus said she had accepted the appointment after “long and hard deliberation. Western Areas has been through challenging times.
“I have conducted my own review and am confident that the company has enormous potential “The immediate priorities for the new board include setting the strategic direction for the South Deep mine in consultation with our joint venture partners, the restructuring of the hedge book, securing our mineral rights position and consideration of empowerment opportunities.”
“The upcoming R640-million rights offer, to be completed by the end of December, will provide sufficient capital for the development and improved returns at the South Deep mine over the next two years.” Marcus said she was totally committed to resolving these challenges. She was looking forward to building Western Areas' reputation and standing as an “independent listed South African gold mining company”.
In addition, Dave Nurek has been appointed as a non-executive director of the miner, which also announced that non-executive directors, Vaughn Bray and Mafika Mkwanazi, would be retiring from the board at the end of December 2005.
Marcus said she would also be joining the Placer Dome Western Areas joint venture board.
“The JV controls the affairs of the South Deep mine, which is Western Areas' primary asset.
“It is imperative that shareholders see a continued improvement in both production and cost reduction, as well as effective control of future capital expenditure. I also want to build the relationship with the JV partner.”
The board has decided not to appoint a CEO at this juncture. Further board appointments will be announced in due course.
The board also includes CFO Chris Lamprecht, and non-executive directors, Sandy McGregor and Roger Dixon
an der JSE mit 2.900 aus dem Handel gegangen.
Am Montag 21.11.05 wird WAR weiter gehandelt als wäre nichts geschehen.
Auf den Bzugsrechtsabschlag kann man gespannnt sein.
Rechnerisch müßte um 2500 eröffnet werden.
Irgendwann kapieren mehr Leute, daß WAR
ein Denkmal mit ZwillingsFördertürmen ist. Für wen sag´
ich lieber nicht, sonst kann Eldo nicht ruhig ins Weekend.
[Blockierte Grafik: http://www.savepacifica.net/images/hippo-crit.gif]
Hi Tambok
Das war wieder ein Hurrah ein neues Hippo ist da, die Probleme bleiben die gleichen, mal schaun ob Marcus die loesen kann.
Ich wuensche Dir deine 10 Euro fuer WAR...so bis 2011 
oder laenger.
Fuer mich das die RR Aktien gefunden werden die Kebble geklaut hat..... das kann noch laenger dauern 
""Marcus said she had accepted the appointment after “long and hard deliberation."" :D.... von der Reserve Bank ??
Da muss nun ein Hippo Professor her bei WAR, sonst blickt da keiner mehr durch.
Enjoy your weekend
Gruss
XAX
[Blockierte Grafik: http://www.gibs.co.za/uploads/images/140_GillM_Media.jpg]
"Fuer mich das die RR Aktien gefunden werden die Kebble geklaut hat..... das kann noch laenger dauern "
Die waren niemals weg. Können garnicht weg sein,
weil der Eintrag im Aktienbuch konstitutiv ist.
Alles was sonst geschrieben steht, bedeutet nichts.
Was dabei zu denken gibt.
Kardinal Meisner jammert, der Kölner Dom ist weggezaubert.
Alle Weihbischöfe, Monsignore; Nonnnen und Ministranten sitzen im Dom auf dem Chorgestühl,
heulen und jammern wie die Schloßhunde.
Was ist das?
[Blockierte Grafik: http://www.journalismus.com/cms_neu/picpool/stammtisch_koeln/stk110505/stk28.jpg]
Wer es weiß, ist reif für Kaffern-GM.
Wer es weiß, ist reif für Kaffern-GM....
JCI ist Gesellschafter von WAR
========================
Seven bids lodged for Letseng
Posted: Thu, 17 Nov 2005
Quelle: [miningmx.com] --
========================
FINAL bids are due today (Friday) from the seven contenders short-listed to buy Letseng Diamonds, the entity that owns Lesotho's Letseng Diamond mine.
The bid process is being run by Investec Bank which is intimately involved because of its role in the refinancing of JCI. JCI controls Letseng Diamonds jointly with Matodzi Resources and the Lesotho government.
JCI’s stake in Letseng Holdings - which owns 76% of Letseng Diamonds - sits in the special purpose vehicle (SPV) to which Investec lent R460m. Also in that SPV, are the 200 million preference shares JCI owns in Matodzi which holds 50% of Letseng Holdings.
All the assets in the SPV are pledged as collateral to Investec Bank for the funds it is putting up to refinance JCI.
Investec executive Dennis Tucker - who is running the bid process - declines to name the seven parties that are still in the running for ownership of Letseng.
But market sources believe they are: De Beers; a consortium made up of Royal Bafokeng Resources (RBR), the Industrial Development Corporation and diversified Canadian junior miner Etruscan; Trans Hex; Canadian junior diamond company Aber; a consortium led by Clifford Elphick; a Russian consortium, and a Beny Steinmetz-led consortium.
Elphick was the MD of Oppenheimer family company EO & Son who resigned this year after deciding to go into the diamond business for himself and recruiting a number of De Beers executives to join him.
Steinmetz is predominantly a diamond trader and cutter. Aber owns 40% of Rio Tinto’ s Diavik diamond mine in Canada’s North West Territories.
Apart from the identities of the bidders, the other burning issue is precisely how the sale of Letseng Diamonds will be handled because the logistics are intricately entwined with whatever is going on in the JCI saga.
Letseng is, in fact, one of JCI’s few material assets. One mining industry source points out that it qualifies as "Schedule 1" asset in terms of JSE regulations.
That means JCI is required to publish a circular to shareholders concerning the financial impact of the deal on the company and then win approval for the sale of the asset at a special meeting of shareholders.
As part of that circular to shareholders, JCI would have to publish its latest financial statistics to illustrate the effect of the disposal.
Those corporate governance mechanisms are simply not possible at this stage because of the on-going uncertainty over JCI where, on November 10, CEO Peter Gray announced a further delay in publication of the results for its financial year to end-March 2005.
He said the forensic audit process being carried out was proving more time-consuming than originally anticipated and would be completed only at the end of December. Auditors KPMG would then review the draft financial statement for publication as soon as possible after that.
Gray repeated his previous comment that shareholders should not rely on the previous year’s financial statements until the forensic audit and internal investigation were complete.
Asked about the corporate governance steps required of JCI for the disposal of its holding in Letseng, JCI spokesman Brian Gibson replied that: "JCI will act only within the rules of and with the approval of the JSE."
One other point raised by the industry source concerns Investec’s role in deciding the fate of the funds from the sale. Estimates on Letseng’s worth range as high as R900m. JCI’s share would flow into the SPV.
Said Gibson: "Should any funds be raised through the approved sale of any assets, these would be applied in terms of the facility arrangements as set out in the announcement to JCI shareholders on 30 August 2005."
Tucker said that: "All due processes will be observed in terms of the rules and regulations of the JSE, the SRP and and the Companies Act. That’s the only way this can be done."
[Blockierte Grafik: http://www.miningmx.com/cm_pics/energy/1536-0-0-0_214310.jpg]
Peter Gray, CEO von JCI
Tambok, wann werden wieder JCI und Range gehandelt in Johannesburg, weisst du da was ?
Eldo,
Du fragst nach einem Kalenderdatum.
Ich weiß keins.
Gruss
Tambok
Ein weiteres Raetselraten ist das Tambok. 
Solche Rätsel lieb ich.
Oben hab ich schon mal South Deep mit President Steyn verwechselt.
Ein Fehler. Obwohl es auch bloß ein Freud´scher Versprecher sein kann.
Freitag, 18.11.05 gepostet:
"an der JSE mit 2.900 aus dem Handel gegangen.
Am Montag 21.11.05 wird WAR weiter gehandelt als wäre nichts geschehen.
Auf den Bzugsrechtsabschlag kann man gespannnt sein.
Rechnerisch müßte um 2500 eröffnet werden"
Schaut euch den Kurs heute morgen, 21.11.05, an:
ex Bezugsrecht
erst etwas über 2.800 und jetzt satte 2.900
Eine Rakete!
um 15 Uhr MEZ
JSE 3.050
anscheinend hat Kitco fiktiv per Freitag ex Bezug mit 2.646 errechnet,
daher 15%
GO,
rate mal wessen Postings mich vor Jahren auf WAR aufmerksam gemacht haben.
Gruss
Tsuba
Happy for you...... 31.95 Rand for WAR
I wait for the miracle with Range... 
Gruss
XAX
"I wait for the miracle with Range"
Mit Range hab ich mich wenig befaßt.
Zu JCI würd ich vermuten, daß die bei Wiederaufnahme
des Börsenhandels eine Oktav höher gehandelt werden.
Wann das sein wird, weiß ich nicht.
Vielleicht finden die sobald keine Wirtschaftsprüfer,
weil deren Lebenserwartung in der aktuellen Lage der einer
Eintagsfliege Konkurrenz machen würde.
Aber das shooting out wird kommen und danach
strahlt die Sonne hell am Firmament.
