Harmony Gold Mining / HMY (NYSE), HAR (SA) und Gold Fields / GFI

    Diese Aussagen habe ich gerade gefunden:


    " Commenting on the quarter, Swanepoel said the company's restructuring is almost complete and it is on track to lower its costs to ZAR75,000/kilogram by the end of June."


    " This is designed to return all of Harmony's operations to profitability, whilst continually upgrading the average quality of our portfolio through high-quality organic growth and acquisitive opportunities."


    " Meanwhile, a gold analyst with a Johannesburg-based securities house said the worst should be behind Harmony with the fourth quarter to June expected to see a return to profitability."


    Also wenn ich dieses richtig verstehe, dann sollen in diesem Quartal, dem IV. lt. Swanepoel durch die bereits abgeschlossenen Restrukturierungsmaßnahmen und die dadurch erreichten Kostensenkungen schwarze Zahlen ausgewiesen werden! Also hat HMY das Unternehmensziel zur Profitabiliät zurück zu kehren NOCH in diesem aktuellen Quartal. Na denn !!


    Habe mir zu diesen KUrsen noch einmal ein paar Harmony ins Depot gelegt !!


    gruss
    steph

    Hallo Steph,


    bin zwar gestern wieder in Harmony rein (zwischenzeitlich für 6,60 EUR gekauft, bei 6,30 Reißleine gezogen), aber ein unumschränkter Kauf ist Harmony erst dann, wenn jedwedes "Jetzt kaufen!"-Posting aufhört ;).


    Gruß


    OhneRente


    P.S.: Swanepol hat schon vor ein paar Quartalen erklärt: "Cash-Burn is over".
    Nix is over. Auf solche Versprechungen sollte man nicht allzuviel geben.

    Harmony Gold, South Africa’s third largest gold producer was the biggest loser on Monday after reporting a R1.7 billion loss for the March quarter. In Johannesburg, the share lost 8% in the day, closing at R40. The shares continued to fall on Tuesday, falling as low as R38.80 before recovering slightly.


    Goodwin called Harmony down to R40 back in February this year, and says it could still fall further. “And then (at 1,000 points) there’ll be some really very good bargains there, and we can see Harmony being in the sort of R30 to R35 area,” said Goodwin on Monday evening.
    Aus:
    SA Golds bear trend back in force
    http://www.mineweb.net/sections/gold_silver/436037.htm


    Goodwin hatte im Februar den richtigen Riecher:
    MINEWEB: All right. Last night we had Georges Lequime on the programme from RBC Capital Markets in London. And he was saying that Harmony’s shares are worth R55, which is in other words more than they’re trading at the moment, whereas Gold Fields shares he felt were worth less than R50, and quite considerably lower than where they are right now. Would you have a counter-view?


    NICK GOODWIN: Yes, well, look, yes according to my models, I think Harmony’s worth about R40, and Gold Fields are worth probably about R50. So the whole index is still overpriced. But I wouldn’t like to buy the shares at there par value. I’d like to buy them below that because, as you know, gold shares are for trading and we don’t really want to get in just when they reach their so-called estimated value.
    http://www.mineweb.net/sections/gold_weekly/411346.htm

    Harmony Gold Mining Company Ltd - Dealing in securities by directors and company


    HAPSHarmony Gold Mining Company Ltd - Dealing in securities by directors and companysecretary of Harmony Gold Mining Company LimitedHarmony Gold Mining Company LtdIncorporated in the Republic of South AfricaRegistration number: 1950/038232/06Share code: HARISIN: ZAE000015228Dealing in securities by directors and company secretary of Harmony Gold MiningCompany LimitedJOHANNESBURG, SOUTH AFRICA - 26 April 2005 -In compliance with paragraphs 3.63to 3.74 of the Listings Requirements of the JSE Securities Exchange SouthAfrica, the following information is disclosed:1 Name of director: Bernard SwanepoelCompany: Harmony Gold Mining Co LtdDate: 26 April 2005 Strike price: R39.00Number of options granted: 194,400Total value of securities at strike price: R7,581,600Class of securities: Ordinary shares Periods of vesting: 5 yearsNature of transaction: Grant of share optionsNature and extent of director"s interest: Direct beneficial2 Name of director: Nomfundo Qangule Company: Harmony Gold Mining Co LtdDate: 26 April 2005Strike price: R39.00Number of options granted: 56,124 Total value of securities at strike price: R2,188,836Class of securities: Ordinary sharesPeriods of vesting: 5 yearsNature of transaction: Grant of share options Nature and extent of director"s interest: Direct beneficial3 Name of director: Ferdi DippenaarCompany: Harmony Gold Mining Co LtdDate: 26 April 2005 Strike price: R39.00Number of options granted: 106,700Total value of securities at strike price: R4,161,300Class of securities: Ordinary shares Periods of vesting: 5 yearsNature of transaction: Grant of share optionsNature and extent of director"s interest: Direct beneficial4 Name of director: Ted Grobicki Company: Harmony Gold Mining Co LtdDate: 26 April 2005Strike price: R39.00Number of options granted: 113,700 Total value of securities at strike price: R4,434,300Class of securities: Ordinary sharesPeriods of vesting: 5 yearsNature of transaction: Grant of share options Nature and extent of director"s interest: Direct beneficial5 Name of Company Secretary: Marian van der WaltCompany: Harmony Gold Mining Co LtdDate: 26 April 2005 Strike price: R39.00Number of options granted: 25,484Total value of securities at strike price: R993,876Class of securities: Ordinary shares Periods of vesting: 5 yearsNature of transaction: Grant of share optionsNature and extent of director"s interest: Direct beneficialENDS28 April 2005Sponsor: Merrill Lynch SADate: 28/04/2005 08:16:03 AM Produced by the JSE SENS Department

    Attributable gold production up 4 per cent and total cash costs maintained at below R65,000 per kilogram
    28 April 2005



    JOHANNESBURG. 28 April 2005 – Gold Fields Limited (NYSE & JSE: GFI) today announced March 2005 quarter net earnings excluding gains and losses on financial instruments and foreign debt and exceptional items of R128 million up 28 per cent, compared with R100 million in the December 2004 quarter. In US dollar terms the March 2005 quarter equivalent was US$21 million compared with US$16 million in the December 2004 quarter.


    March 2005 quarter salient features:



    Attributable gold production increased 4 per cent to 1.09 million ounces quarter on quarter, in line with the previous guidance. The increase at the international operations was 17 per cent;
    Costs were again well controlled, with total cash costs flat at R64,957 per kilogram (US$340 per ounce);
    Operating profit of R537 million (US$90 million) was achieved for the March quarter;
    Normalised earnings up 28 per cent to R128 million;
    Gold Fields continued its vigorous defence against Harmony’s hostile and ill conceived take-over attempt.



    Ian Cockerill,
    Chief Executive Officer of Gold Fields said:


    “This is a challenging time for the South African gold mining industry and I am delighted with the way all of our employees have responded magnificently to the twin challenges of the difficult operating environment and the continuing saga of the hostile Harmony offer. I am pleased to report that the Gold Fields team around the world has once again delivered in line with its promises, with a strong operational performance across the Group.


    A creditable 4 per cent increase in total attributable gold production was mostly offset by the lower rand gold price received during the quarter, resulting in a marginal increase in revenue. Rand per kilogram costs were well contained with Group costs flat at R64,957 per kilogram and net earnings, excluding gains and losses on financial instruments and foreign debt and exceptional items, increasing by 28 per cent quarter on quarter.


    The Group’s ongoing focus on inward investment has paid dividends, as international production has increased by 17 per cent with the completion of the growth projects at St Ives and Tarkwa. Further benefits are expected at these operations as internal efficiencies are maximised and costs reduced.


    The South African operations delivered a robust performance despite the Christmas break and the traditional slow start up. Planning and scheduling was optimised at these operations in order to minimize production disruptions during this period. This optimised planning lead to gold production at the South African operations for the quarter ended March 2005 being 2 per cent higher than the corresponding period in the previous year. For the group as a whole, attributable gold produced was over 5 per cent higher than the corresponding period in the prior year with unit costs 4 per cent lower. The benefits of Project 100 and Project Beyond continue to be realized as South African unit operating costs again decreased quarter on quarter, the third in a row. Gold Fields is firmly on track to meet its stated rand cost per kilogram target of R70,000 for the South African operations and this target was in fact exceeded in the March month.


    The results announced today are another clear demonstration of the true value of Gold Fields and management’s ability to deliver in difficult times. We will continue to focus on operational excellence, which we believe will result in another strong performance in the next quarter despite continuing tough economic conditions.”

    @Eldo,

    die P/E Ratios von Sharenet, die Du reingestellt hast,

    sind alle 3 halbwegs plausibel.


    HMY -7.75
    DRD -1.4
    GFI 60.98

    Sie scheinen etwas geschönt; aber
    für alle 3 gleichmäßig.


    Wenn man sieht, daß GFI locker die schwarze Null schafft
    währen HAR substantielle Verluste produziert, müßte
    der Abstand im Kurs größer sein.
    Eine Erklärung ist wohl, daß die Börse HAR eine Besserung zutraut.


    Das P/E von DRD zeigt, daß die Börse DRD als Krawall-Aktie bewertet.


    Fühle mich mit dem Mix die 3 im Depot gleichgewichtet zu haben
    weiter wohl.
    Die Stimmung für die RSA - GM ist schlechter als die Lage.



    Gruss


    Gogh

    Gold Fields macht auch nur noch einen geringen Gewinn von 11,2 Mio Rand (0,02 R /Aktie ) im Quartal. Aber immerhin Gewinn.


    Dabei machen die außergewöhnl. Kosten wg. "Harmony hostile bid" 87,5 Mio Rand aus.


    Ohne Swanepoel X( wären die Gewinne mit 98,7 Mio Rand (0,20 R/Aktie ) also fast neunmal so hoch. X( X( X(


    Insgesamt sind auch GFI unter Druck. Im Dezemberquartal noch Gewinne von 163,2 Mio R (ohne HAR) und im letzten Märzquartal von 254,5 Mio Rd.


    -------------
    @Eldo
    P/E vielleicht später

    South African miner hit by offshore account revelations


    Terry Macalister
    Thursday April 28, 2005
    The Guardian


    Details about dozens of new offshore bank accounts apparently held by the head of the world's sixth largest gold mining company have been obtained by the Guardian.
    Around 28 accounts based as far afield as Jersey, the Isle of Man and the Bahamas are held either in the name of Bernard Swanepoel, the chief executive of Harmony Gold, or his colleague, marketing director Ferdinand Dippenaar.


    The latest revelations emerge at a difficult time for Harmony, which earlier this week announced worse than expected quarterly financial losses and is struggling to successfully implement a proposed $6.2bn (£3.3bn) takeover bid for rival Gold Fields.


    Mr Swanepoel has previously denied holding a smaller network of offshore accounts unearthed by this paper. He said he had only one foreign account and called on the South African regulators to investigate the wider matter.


    There are strict limits in South Africa on holding money overseas and the Pretoria government recently introduced an amnesty that demanded all citizens submit details of foreign accounts.


    A spokeswoman for the Harmony boss yesterday expressed exasperation that further accounts had emerged and once again denied that there could be any legitimate link with Mr Swanepoel.


    "This appears to be another malicious rumour," said the Harmony spokeswoman.


    "Mr Swanepoel never applied for an amnesty because he never needed to," she added, saying she was sure the information about Mr Dippenaar was wrong, too.


    But the information obtained by the Guardian from highly credible sources suggest at least 18 foreign bank accounts are held in Mr Swanepoel's full name - Zacharias Bernardus Swanepoel - including two accounts in London.


    Some of these accounts - all with exact numbers attached to them - appear inactive but others show money moving between one and another. Last September, £5,000 was transferred from a Citibank account in Geneva to another Citibank account in the Isle of Man.


    During the same month, a further £5,000 was switched from an account at the Bank of Butterfield in the Bahamas to an account under Mr Swanepoel's name at HSBC in the Isle of Man.


    Mr Swanepoel's account at Citibank in Switzerland regularly receives transfers worth €5,000 from a Citibank account in the Cayman Islands, while a similar amount is moved every month from an HSBC account in the Bahamas to a similar account located in Hong Kong.


    Bank accounts in London include one at Barclays at 278 Hoe Street, Walthamstow, and another with Lloyd's at 71 Lombard Street in the City. Mr Dippenaar appears to hold 10 accounts in Jersey, Guernsey and the Isle of Man.


    Harmony will be unhappy that these revelations could prove a further distraction when it has just extended its Gold Fields offer from March 18 to May 20.


    Next week the South African competition tribunal is to begin a three-day hearing into the bitterly contested plans.


    Harmony's third-quarter financial figures were hit by a strike, restructuring and a strong rand that has battered the whole of the South African mining sector.


    A recent investment note from analysts at Citigroup Smith Barney said losses could continue at Harmony up until at least 2007. It also expressed concerns about the miner's exact reserves position.
    http://money.guardian.co.uk/bu…y/0,1265,-1471930,00.html


    Woher hat der Guardian die Informationen?

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