Kingsgate Consolidated / KCN (ASX)

    Zitat

    Original von Rhöngold
    Ich hab den Mist jetzt abgeladen.(


    Martin Siegel empfehlt in der Zwischenzeit :


    http://www.geocities.com/TheTr…8106/Anthems/thailand.htm


    Hier blueht das Geschaeft, falscher Engel ...:D


    Natural Resources and Environment Minister
    Anongwan Thepsutin....empfehlt diese Engel : :D


    http://www.youtube.com/watch?v=x2qfhzal2N4&feature=related


    http://www.youtube.com/watch?v=2f6_2R5mPDw&feature=related

    Ja, alles schön & gut aber wer weiß ob der hohe Goldpreis und die Verwerfungen an den Kapitalmärkten die Thais nicht doch eine Rolle rückwärts machen lassen ?(
    Wenn die Genehmigung kommt und Gold bei 1000 steht knallen die Korken bei KCN Aktionären. Kann aber auch sein dass das Pack in Fernost KCN am langen Arm verhungern läßt oder weitere Zugeständnisse abringt. Der Goldpreis weckt Begehrlichkeiten !

    • Offizieller Beitrag

    Dieser Hammer ist der Hammer! (Wie schon schmuddelig vermutet)

    letzte News, aber nix bewegendes:


    http://www.kingsgate.com.au/sx…0Issue%20of%20options.pdf


    4 April 2008
    (18 pages including cover)
    ...
    Issue of Options
    The Company wishes to announce it has granted the following share options at nil consideration:
    • 1,000,000 options to employees at strike prices of $4.68 and $6.00;
    • 1,000,000 options to directors at strike prices of $6.00 and $7.00 (subject to approval by
    shareholders at the next general meeting); and
    • 2,665,000 options to consultants at strike prices of $4.68 and $6.00.
    Full details of the terms of the options are contained in the attached Appendix 3B.
    The options have been granted to both reward those personnel that have remained dedicated and loyal
    to the Company during the difficult and time-consuming process involved with progressing the Chatree
    North Mining Lease Applications and provide an incentive to maintain their efforts to obtain the Mining
    Leases and to increase shareholder value once the Mining Leases are granted.
    The Company also wishes to announce that 2,250,000 share options expired on 13 March 2008.
    ...

    • Offizieller Beitrag

    Consultants: da dürften Politker dabei sein.


    Grotesk, wie der "shareholder value" bemüht wir, wenn etwas ganz anderes die logische Folge ist, nämlich die Veringerung deselbigen.


    Lucky

    News aus dem aktuellen Quartalsbericht:


    NEW THAI GOVERNMENT
    The Thai
    elections were held on 23 December 2007 and a new coalition government
    was announced in January 2008, which was fully empowered in late
    February 2008. An entirely new cabinet of ministers is now in place.
    The new government publicly promotes foreign investment and major new
    projects are underway in the infrastructure and oil and gas sector
    since their appointment.


    Discussions
    with the Ministry of Industry, the relevant ministerial approval body
    for the Chatree North Mine Leases, have been productive and strong
    progress has been made on processing the mining lease applications.


    CHATREE NORTH MINING LEASES


    All of the necessary Provincial approvals have been forwarded to
    relevant departments in Bangkok for final approval. Importantly,
    Ministerial approval has been given for all necessary Forestry permits
    to allow mining in Forestry areas at Chatree North. With this approval,
    the Department of Primary Industries and Mines (DPIM) can complete the
    mining lease permitting process prior to the final granting by the
    Minister of Industry. The DPIM has commented that they will be
    supportive of fast tracking the final issuing of the mining lease
    applications with the Forestry approvals in place.


    [Blockierte Grafik: http://www.kingsgate.com.au/sx…2008/march/images/007.jpg]


    CHATREE NORTH EXPANSION PROJECT


    Detailed engineering is nearing completion by Ausenco on the expanded
    processing plant at Chatree. However, the timing of the plant expansion
    will be dependent on the timing of the grant of the mining leases. The
    planned plant expansion is designed to deliver a production rate of 5
    million tonnes per annum of ore treated.


    Initial
    site works on the relocation of the process water facilities are
    underway to allow early access to the site for the new processing
    plant. Detailed planning is underway to construct an underpass under
    existing public roads from Chatree North to the processing plant. The
    relocation of the main highway to commence the underpass construction
    is well advanced and due for completion in May 2008. Once the highway
    diversion is completed the underpass can be commenced.


    Due
    to the delay in granting the mining leases a revised mine plan is
    necessary for Chatree North, given that the prior mine plan initially
    involved ore supply from the currently granted mine leases and Chatree
    North. As part of this review consideration will be given to adjust the
    block model for the larger mining equipment. The mining contractor has
    ordered a new mining fleet and this equipment is currently arriving in
    Thailand and can be available for use on the new leases over the coming
    months.


    http://www.kingsgate.com.au/sx_releases/2008.htm
    Grüße

    Ich habe KCN Anfang der Woche nochmals aufgestockt.....das Permit ist nahe (denke ich mal :rolleyes: ).....recht aufschlussreich war der Kursverlauf der letzten Tage....nach Norden entgegen der allg. Kursentwicklung derzeit....ein schelm der böses denkt :D Die Rechnung bei KCN ist recht einfach:
    permit = 200% in kurzer Zeit
    kein permit = ab in die Grüze

    das wäre mal ein schöner lichtblick und mit dem freiwerdenden cash könnt ich jetzt auch was anfangen ;) habe genug verprügelte im depot zum aufstocken. grüße


    Kingsgate clears major Thai hurdle
    http://www.theaustralian.news.…,23622454-5005200,00.html


    "We have been granted forestry licenses, which is one of the last, and
    key, approvals, and it is a clear indicator that we are on the home
    straight," chief executive officer Gavin Thomas told Dow Jones Newswires in an interview.

    - vom 7. Mai 2008 -
    Presentation (20 minutes):
    http://www.kingsgate.com.au/in…ions/2008/RIU/player.html
    (slides + audio-stream)


    http://www.kingsgate.com.au/sx…080507%20riu%20sydney.pdf
    (slides only)


    kurze Zusammenfassung:
    - Permit steht angebl. unmittelbar bevor
    - die neue Thai-Regierung unterstützt Investitionen in Bergbau
    - wirtschaftl. Situation KCN ist bereits mit ldf. Produktion gut
    - Produktion- und Erweiterung erfolgt ohne Verschuldung
    - hoher Cashbestand
    - Kosten bei ca. USD400/oz (es wird hier keine signifikante Steigerung erwartet)
    - Resourcen auf Jahre quasi unbegrenzt, davon teilweise hochgradige Bereiche bereits in Exploration ("1oz/to" !)
    - sehr hohe Minenstandards (gute Propaganda :))
    - Marktkapitalisierung 500 Mio - Shares z.Zt. nur rund 100 Mio
    - mit Erteilung Abbaugenehmigung ....


    ...auch wenn einiges spekulativ sein sollte, von KCN wird man bald hören ! :D

    ….vor allem der rote Faden „Ore zone continues“ der sich nördlich von Chatree North, auf dem Bildchen der Präsentation auf Seite 19, endlos hinzieht….


    Das einzige was mich stört ist der ewig zurückliegende Einstiegskurs von Patrone, der ist ne Frechheit.

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