ZitatOriginal von Fünfvorzwölf
GOLD!!!!
(...)
Es gibt also tatsächlich Gold in Beaver Dam! Man muss halt nur tief genug buddeln, 200-300m. 
Ob das wirtschaftlich ist, muss sich erst noch zeigen. Sieht aber schon viel besser aus als die Low Grade Resultate zuvor.
VG heron
Ja, aber nicht nur das:
1. Baybak wurde gefeuert (positiv)
2. TSX-Listing: Die schaffen das! Sehr gut!
3. Beaver Dam rückt näher.
Dass dort höhere Goldgehalte vermutet wurden, ist schon auf der Homepage verlautbart worden. Mich hat das nicht überrascht. Es mussten auch mal höhere Grades her. Ob das mit dem Open-Pit auf Beaver Dam klappt, davon gehe ich aus. Ist nur die Frage, wieviel das dann abwirft. Und das hängt vor allem vom Goldpreis ab.
Aber die Story läuft und das Management und die Arbeiter sind prima. Das ist die Hauptsache.
ACADIAN MINING’S SUBSIDIARY, ROYAL ROADS CORP., DRILLS 7.44 METRES OF 273.6 G/T SILVER, 17.7% ZINC, 7.8% LEAD, 1.0% COPPER, 0.96 G/T GOLD
http://www.kitco.com/pr/1709/article_11282007154640.pdf
VG heron
Habe ein gutes Gefühl, dass demnächst der Run auf die Basismetallproduzenten zündet. Kurse konosolidiert, Lagerbestände niedrig, Nachfrage riesig. Beste Zeiten für Einkauf!
Acadian wird auch seinen Weg machen. Entscheidend ist hier das Management, das bisher tadellos operierte.
http://www.newswire.ca/en/rele…January2008/16/c9119.html
Seeehr langes Update. Vermutlich so lang damit es keiner liest 
Sehr interessant: man will die Goldaktivitäten abspalten.
Und wie erwartet: Es gibt Probleme bei der Produktion, die Erwartungen für 2008 werden tiefer gelegt.
Acadian to investigate merits of spin-out of gold properties
...the Corporation is currently investigating the merits of segregating the gold assets into a new public company ("Newco"), and distributing a portion of the shares of Newco to shareholders of Acadian. It is contemplated that Newco would raise the necessary capital to develop the four gold properties in the capital markets. This spin off could be affected by way of a "plan of arrangement" and, if a decision is made to proceed, is estimated it would take six to eight months to complete...
Acadian provides 2007 corporate review and update
... Operations in the open pit did not achieve 2007 production targets set by management...
... By-product credits in 2008 may be derived from gypsum production as well as lead. Approximately 450,000 tonnes of gypsum is scheduled for extraction in 2008...
...Production targets for 2008 are 30,000 tonnes of zinc concentrate grading 58-62% zinc at 85% recovery to zinc concentrate and 12,000 tonnes of lead concentrate grading 68-72% lead at a 90% recovery to lead concentrate...
...To the period ended December 31, 2007, the Corporation produced 9,321 tonnes and shipped 8,832 tonnes of zinc concentrate, and produced 3,359 tonnes and shipped 1,795 tonnes of lead concentrate...
...The Corporation acquired a 100% interest in the Lake Ainslie, Nova Scotia barite-fluorite deposits on March 21, 2007 which are believed to represent the largest in situ resource of barite in Atlantic Canada...
VG heron
Schon wieder eine positive Überraschung: Aktienrückkaufprogramm von bis zu 10% aller Aktien 
Acadian Mining announces normal course issuer bid
VG heron
Acadian wird uns noch viel Freude bereiten. Die Kurse in der letzten Zeit waren tolle Einkaufskurse. Allerdings habe ich schon eine große Posi und ein wenig divesifizieren ist schon nicht schlecht!
Beim Zink schaut alles gut aus, vorgestern mit weiteren Resultaten
Acadian Mining Intersects 9.50 Metres of 5.41% Zinc Plus Lead at its Getty Property, Nova Scotia
Beim Gold ist vieles unklar. Da wird es ein IPO geben. Und dann? Wird sich ADA wirklich vom PM-Bereich loslösen? Oder bekommt ADA ein Aktienpaket der neuen Company, das dann nach und nach immer mehr verwässert wird? Könnte noch spannend werden...
VG heron
Unser CEO ist ein Goldbug. ScoZinc ist für ihn nur Mittel zum Zweck. Ich bin sehr zuversichtlich, dass er im Gold seinen Hauptfokus hat und alles tun wird, damit sein Goldtraum wahr wird.
Zahlen von ADA.TO
Alles etwa 30% Prozent schlechter als vorausgesagt, aber eigentlich doch so wie erwartet, sind halt die üblichen Probleme beim Start-Up. (Mehr Info's bei sedar.com!)-- Spannend wird es erst wenn der Spin-off der Goldaktivitäten kommt.
Anbei noch ein Artikel über's Wetter etc
VG heron
Startup problems over, Coughlan says of mine
Gays River production to triple, Acadian Mining VP predicts
By STEVE PROCTOR Business Editor
Tue. Apr 1 - 4:47 AM
Production at Acadian Mining Corp.’s Scotia mine in Gays River was 15 to 23 per cent below projections for 2007, but company officials say they are already seeing production improvements this year.
"In the startup of many operations, there’s a hiccup or two and things that don’t go quite according to plan," company vice-president Terry Coughlan said in an interview.
"It was that way for us, but they are out of the way now and things are going smoothly."
Year-end financial figures released Monday show the company recorded $9.7 million in revenues, its first income as it moves from an exploration company to a producer of zinc and lead.
But despite the sales, most of which came during the last quarter, Acadian Mining still recorded a net loss of $5.3 million (five cents per common share). The loss was largely the result of costs associated with the commissioning of the mine, which is about 50 kilometres northwest of Halifax, and higher than expected production costs.
In a release, the company said production costs have decreased substantially in the early part of this year with results showing profits from operations of $401,696 in January and $1.4 million in February. Production levels for the month of March, however, will be affected by heavy rainfall and flooding that forced the shutdown of the pit pumps. Corrective measures were implemented to avoid future problems.
In 2007, the company spent $4 million on property acquisitions and $17.3 million on capital assets, most of which was used to bring the mine into production.
Production for the 2007 fiscal year was 9.5 million pounds of zinc metal in concentrate and 4.5 million pounds of lead metal in concentrate. This year, the company is targeting production of 30,000 tonnes of zinc concentrate and 12,000 tonnes of lead concentrate. That equates to about 34.7 million pounds of recovered zinc and 17.9 million pounds of recovered lead.
Mr. Coughlan said a tripling of production is realistic because most of the 2007 production came during the last few months of the year after commissioning was complete.
The company raised $27.7 million in capital during the year through the issue of new shares and the exercise of warrants. The funds were principally invested in capital assets ($17.3 million), mineral properties ($4 million) and working capital ($5.8 million).
The financials show the company also spent $1.6 million on its four gold properties in the province.
HALIFAX, Apr 18, 2008 (Canada NewsWire via COMTEX News Network) -- Trading Symbol: ADA:TSX; C2Z-Frankfurt
Shares Outstanding: 142,237,907
Acadian Mining Corporation (TSX:ADA) ("Acadian" or the "Company") announces a proposed spinout transaction ("Arrangement") involving its gold exploration properties ("Spinout Assets"). The Arrangement is intended to create a new public company, Annapolis Gold Corporation ("Annapolis"), which would own the Spinout Assets and initially be owned by the shareholders of Acadian. The Arrangement is to be accomplished through a plan of arrangement under the Canada Business Corporations Act and is subject to approval by Acadian shareholders, the Supreme Court of Nova Scotia and regulatory authorities, including the Toronto Stock Exchange and any exchange upon which Annapolis seeks a listing.
Acadian has scheduled its annual and special meeting of shareholders ("Meeting") for June 9, 2008, to, among other things, approve the Arrangement. The Notice of Meeting and supporting documents for the Meeting will be mailed to the shareholders of Acadian in the coming weeks.
If all required approvals are received and the Arrangement proceeds, the Arrangement will result in shareholders of Acadian receiving one share of Annapolis for every four shares of Acadian they hold on the "Distribution Date" and Annapolis will own all of the Spinout Assets described below. Acadian shareholders will continue to hold all the same number of Acadian shares they owned before the Arrangement and Acadian will continue to own the Scotia Mine operations together with all of the Company's extensive base metal claim holdings including the Getty Deposit, the Smithfield Deposit currently under option, the Eastville prospect, the Lake Ainslie barite-fluorite deposits and its 44.42% interest in Royal Roads Corp. (RRO-TSX-V). Acadian will continue to be managed by its existing management team and Acadian will provide administrative and operational services to Annapolis with such additional staff as may be required. The officers and directors of Annapolis will initially be the same as those for Acadian.
It is anticipated that the Distribution Date will occur in late June, 2008. Financing arrangements will be conducted before the Distribution Date to raise funds for Annapolis with investors receiving shares of Annapolis.
Acadian believes that the arrangement will (i) create the appropriate structure to fund the exploration activities for the Spinout Assets; (ii) provide greater aggregate access to capital to fund the growth of the businesses of each of Acadian and Annapolis; (iii) better align the risks and returns from Acadian's current assets and provide Acadian's shareholders with the ability to determine their participation in such assets through their holdings of shares of Acadian and shares of Annapolis; and (iv) enhance long-term value for Acadian's shareholders.
The Spinout Assets are comprised of all of Acadian's extensive gold claim holdings including Acadian's four advanced gold properties, Beaver Dam, Tangier, Forest Hill and Goldenville, which form the core holdings of the Scotia Goldfields project. The four advanced properties all host National Instrument 43-101 compliant gold resources as summarized in the table below.
<<
Gold Resources
-------------------------------------------------------------------------
Cut
------------------------------
Property Lower Cut-off Category Tonnes* Grade Ounces*
-------------------------------------------------------------------------
Inferred 10,400,000 1.51 504,000
Beaver Dam 0.3 g/t -----------------------------------------
Indicated 9,080,000 1.53 446,000
-------------------------------------------------------------------------
-------------------------------------------------------------------------
Inferred 383,000 11.93 147,000
Forest Hill 3.5 g/t/1.2m -----------------------------------------
Indicated 225,000 14.91 108,000
-------------------------------------------------------------------------
-------------------------------------------------------------------------
Inferred 271,000 12.08 105,000
Tangier 3.5 g/t/1.2m -----------------------------------------
Indicated 134,000 9.67 42,000
-------------------------------------------------------------------------
-------------------------------------------------------------------------
Inferred 385,000 12.38 153,000
Goldenville 3.5 g/t/1.2m -----------------------------------------
Indicated 63,000 14.72 30,000
-------------------------------------------------------------------------
-------------------------------------------------------------------------
TOTAL - 4 PROJECTS Inferred 909,000
----------
----------
Indicated 626,000
-------------------------------------------------------------------------
*Rounded
PR No. 23-07, July 16, 2007; PR No. 13-05, Oct 7, 2005; PR No. 17-05,
Oct. 5, 2004; PR No. 02-05, March 2, 2005
>>
The Beaver Dam property is presently the subject of a scoping study, the results of which are anticipated shortly. The Beaver Dam property is being evaluated for the potential to support an open pit operation followed by an underground phase. In addition, Beaver Dam is a potential site for a central milling facility to process material from potential underground operations at Forest Hill, Goldenville and Tangier. The Tangier property boasts a modern ramp to a depth of 145 metres and 5,000 metres of underground work, and both Forest Hill and Goldenville have modern shafts and extensive underground development. Annapolis' objective will be to advance these properties to production subject principally to completing positive studies, and obtaining the necessary permits and financing.
Management's Opinion
--------------------
Will Felderhof, President and CEO stated: "Given the current price and outlook for gold this is an appropriate time to expeditiously advance these gold properties and create value for our shareholders."
About the Company
-----------------
Acadian is a Halifax, Nova Scotia, Canada based mining company which operates a zinc-lead mine (Scotia Mine) at Gays River, Nova Scotia and is exploring and developing gold, zinc-lead, and barite properties in Atlantic Canada.
The Scotia Mine operates as an open pit mine and is expected to produce 30,000 tonnes of high grade zinc concentrate and 12,000 tonnes of high grade lead concentrate per year. See the Company's News Release No. 16-06, July 17, 2006 for further details.
The Company is also focused on developing four advanced gold properties, Beaver Dam, Tangier, Forest Hill and Goldenville, which form the core holdings of the Scotia Goldfields project. Each of the four advanced properties host gold resources described in technical reports prepared in compliance with National Instrument 43-101 and are available on http://www.sedar.com. A summary of gold resources for Goldenville, Forest Hill and Tangier is provided in News Release No, 01-06, January 5, 2006, under the paragraph titled "About Acadian Gold". A summary of gold resources for Beaver Dam is provided in News Release No 23-07, July 16, 2007. The Corporation is bringing a new approach to the development of Nova Scotia gold deposits by pursuing a multiple mine, central processing, managing and servicing strategy.
The Company holds a 44.42% equity interest in Royal Roads Corp. ("Royal Roads") (RRO-TSX-V). Royal Roads' principal asset is a 16,075 hectare (approximately 32 km x 5 km) mineral property known as the Tulks North property which is strategically located in the centre of the world-class Buchans base metal camp in central Newfoundland, Canada. In addition, Royal Roads holds a 26.4% equity interest in Buchans River Ltd. ("Buchans River") (BUV-TSX-V), which also holds a highly prospective property portfolio in the Buchans camp. Acadian's indirect interest in Buchans River is 11.7%.
Other
-----
Terence Coughlan, B.Sc., P. Geo., is a qualified person as defined by National Instrument 43-101 and has reviewed the technical information reported in this news release for accuracy.
Forward Looking Statement
-------------------------
Certain information regarding the Company contained herein may constitute forward-looking statements within the meaning of applicable securities laws. Forward-looking statements may include estimates, plans, expectations, opinions, forecasts, projections, guidance or other statements that are not statements of fact. Although the Company believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to have been correct. The Company cautions that actual performance will be affected by a number of factors, many of which are beyond the Company's control, and that future events and results may vary substantially from what the Company currently foresees. Discussion of the various factors that may affect future results is contained in the Company's 2006 Annual Report which is available at http://www.sedar.com. The Company's forward-looking statements are expressly qualified in their entirety by this cautionary statement.
For additional information on the Company's properties and activities, please visit our web site at http://www.acadianmining.com. If you wish to be added to the Company's e-mail or fax distribution list for future news releases and updates, please contact Acadian at phone: 902 444-7779, fax: 902 444-3296, email: mail@acadianmining.com.
No regulatory authority has approved or disapproved the contents of this
release.
SOURCE: ACADIAN MINING CORPORATION
G. William Felderhof, President & CEO; Terry F. Coughlan, Vice President; (902) 444-7779, Toll Free: (877) 444-7774, mail@acadianmining.com
Copyright (C) 2008 CNW Group. All rights reserved.
Kopfrechnen
Für 4 Aktien von ADA bekommt jeder Aktionär am 27. Juni eine Aktie von Annapolis (das ist die neue Company, also der Spin-Off). Eine Aktie von Annapolis kostet $1,00. Was kostet dann eine Aktie von ADA?
Acadian Mining Announces Private Placement by Annapolis Gold Corporation
VG heron
Die Meldung von gestern hat für Klarheit gesorgt:
Für vier Aktien von ADA gibt es eine von Annapolis, das sind rund 35 mio Aktien. Dazu kommen 20 mio Aktien durch das PP,
also insgesamt rund 55 mio Aktien. Der Preis liegt bei 1,00 CAD, also beträgt die MC von Annapolis 55 Mille.
Die MC von ADA liegt zur Zeit bei rund 90 Mille. Dazu kommen die 20 Mille vom PP, macht 110 Mille.
Also haben nach dem Spin-Off beide Companies eine MC von 55 Mille.
VG heron
Ich kann das nicht verstehen, dass diese Meldung nicht zu einem sofortigen Kurssprung geführt hat. Vielleicht hält jemand seit Monaten den Deckel auf Acadian. Immerhin möglich. Auf jeden Fall werden die nächsten Monate sehr sehr spannend. Ich bin jedenfalls sehr bullish und freue mich auch, dass ich dann vielleicht wieder Kurse weit über meinen EK sehen werde. Leider habe ich zu früh zu viel gekauft, so dass ich derzeit ziemlich in den Miesen bin. Ich hoffe immer noch, dass Zink und Blei demnächst wieder anziehen, wobei es derzeit noch keine Anzeichen dafür gibt. Aber dafür gibt es ja jetzt die Abspaltung der Gold-Assets.
Was mich noch interessieren würde, wie es mit den Warrants aussieht. Immerhin wäre ja denkbar, dass vor der Abspaltung noch alle offenstehenden ADA-Optionen eingelöst werden. Wie sich das auf den Wert von Annapolis, kann ich nicht einschätzen. Jedenfalls gehe ich noch von einer weiteren Verwässerung aus. 
So, ich bin jetzt wieder aktiv hier, nachdem ich monatelang nichts gepostet habe, da es mit der Anmeldung nicht mehr funktionierte.
Viel Glück allen ADAlern hier. Sind wir noch zwei, vielleicht schon bald mehr?
Was ist denn das für eine Logik?
Es wird ein Spin-Off gemacht, um die Goldproperties auszugliedern und sich in Zukunft ganz auf die Basismetalle zu konzentrieren. Und nun kauft man wieder Goldproperties, das macht doch überhaupt keinen Sinn
VG heron
Der erneute Kauf soll ja in die Ausgliederung mit einfließen, wobei Acadian anscheinend sich die Claims zusätzlich abkaufen lassen will.
Mir ist das alles noch ein wenig schwammig. Doch in erster Linie denke ich, dass der Spinoff und das zusätzliche Projekt vor allem die Taschen des CEO´s füllen sollen. Was mir auch noch nicht klar ist, was die Ausgliederung für die Shareholder bedeutet. Findet eine weitere Wertminderung statt? Die Firmenleitung von Annapolis wird ja die gleich wie von Acadian sein. Erhalten die Vorstände und CEO dann doppeltes Gehalt, weitere Optionen etc.? Was wird ADA noch Wert sein nach der Ausgliederung?
Ich bin mit Spinnoffs noch ziemlich unerfahren und schaue mit Spannung auf die nächsten Monate.
Etwas ratlos, aber verhalten optimistisch...
Jetzt wird's ernst!
Gestern war die Hauptversammlung, der Spin-Off kommt...
Annapolis bekommt 20 Mille abzüglich dem Kaufpreis für die neue Property, the fifeteen mile property. Da wurden nur $20 pro Unze bezahlt, was ziemlich billig ist. Um Beaver Dam in Produktion zu bringen benötigt man $35 Mille, für fifteen mile weitere $15 Mille.
ADA hatte ein grottenschlechtes zweites Quartal, die Mine war ja voll Wasser gelaufen...
Und nun? Abwarten? Aufstocken? Oder hinschmeißen? Irgendwie unübersichtlich...
VG heron
Ist noch jemand dabei, nachdem ADA sich gedrittelt hat ?
Press Release
Source: Acadian Mining Corporation
Acadian Mining Corporation halts spin-out of gold assets and proposed private placement by Annapolis Gold Corporation
Wednesday July 9, 12:05 am ET
Wie seht ihr die Abbsage des Spin offs und des PPs ? Ein reiner Gold, bzw Zink-Wert wären mir lieber. Hoffen wir, dass genug Cash da ist, um ohne PP auszukommen.
Gruss
midas
