Beiträge von Alfons07

  • Südafrikas Platin Minen

    So wie es aussieht ist die Firma nicht börsennotiert! Noch nie vorher von denen gehört. Also könne mit ein wenig Glück und Korrekturen Palladium auch im nächsten Jahr weiter ansteigen. Das wäre gut für Sibanye!

  • GOLD : Märkte und Informationen

    Was haltet Ihr von der Theorie das Trump das vorhin bewusst gemacht hat, um den Chinesen den schwarzen Peter zuzuschieben und dann die Zölle auf chinesiche Produkte, für Dezember doch noch zu machen. Hintergrund ist ja dass die Chinesen eine komplette Rücknahme der Zölle haben wollen und sich auch nicht schriftlich auf die von Trump geforderten Mengen an landwirtschaftlichen Produkten festlegen lassen wollen. Trump aber einer kompletten Rücknahme nicht zustimmen wird, weil aus seiner Sicht kein Druckmittel vorerst da wäre und Er auch sein Gesicht verlieren würde.So zusagen eine Inszenierung damit Mr. Trumo nicht als Buhmann dasteht.

  • Sibanye Stillwater / SBSW, SSW (NYSE, JSE)

    SIBANYE GOLD LIMITED - Director dealings
    Release Date: 12/12/2019 16:05:00 Code(s): SGL PDF(s): [Blockierte Grafik: https://www.sharenet.co.za/images/pdf.gif]
    Director dealingsSibanye Gold LimitedTrading as Sibanye-StillwaterIncorporated in the Republic of South AfricaRegistration number 2002/031431/06Share code: SGLISIN – ZAE000173951Issuer code: SGL(“Sibanye-Stillwater” or “the Group” or “the Company”)Director dealingsJohannesburg, 12 December 2019. Sibanye-Stillwater (Tickers JSE: SGL and NYSE: SBGL)in compliance with paragraphs 3.63 to 3.66 of the Listings Requirements of the JSELimited ("the Listings Requirements") hereby advises shareholders that Group CEO,Neal Froneman has entered into a new financing structure in which 482 613 of MrFroneman’s ordinary shares were pledged and subject to scrip lending, security loanof R13.9 million, have been used as collateral under this arrangement.Name : NJ FronemanPosition : Chief Executive OfficerCompany : Sibanye-StillwaterDate of transaction 11 December 2019Date of expiry of the collar : 13 December 2021Class of securities : Ordinary shares in Sibanye Gold LimitedNature of transactions : Collars over 482 613 ordinary shares of the Company, with a put strike price of R28.85 and call strike price of R45.55Nature of interest : Direct beneficialClearance obtained : YesContacts:Email: ir@sibanyestillwater.comJames WellstedHead of Investor Relations+27 (0) 83 453 4014Sponsor: J.P. Morgan Equities South Africa (Proprietary) Limited

  • Turquoise Hill Res.

    Sollten keine Hiosbotschaften mehr kommen, denke ich doch das wir das Tief gesehen haben sollten. Wird eng beobachtet von mir. Bin auch nur mit einer kleinen Position 5000 Stück hier reingegangen.

  • Explorer -- Ihre vielen Gesichter

    Super Arbeit. Vor allem ist es sehr interessant und auch sehr zeitaufwendig. Was sehr positiv zu werten ist, dass der Ceo 35 % der Aktien hat. Das ist ein extremer Wert für die Minenbranche. Das bedeutet der Herr muss sich ja dabei was denken. Dazu die ganzen interessanten Nachbarn. Da kann man eigentlich nicht viel falsch machen wenn man sich daran auch zumindest mit einer kleinen Position beteiligt. Auf den Wert wäre ich so nie gekomen.

  • Osisko Mining / OSK (TSX)

    https://seekingalpha.com/artic…eek-ended-december-8-2019



    Osisko Lynx Bulk Sample Returns 17.8 g/t Au Reconciled Head Grade
    [Blockierte Grafik: https://www.minenportal.de/bilder/minen/logos/2876.png]
    TORONTO, Dec. 11, 2019 - Osisko Mining Inc. (OSK:TSX "Osisko" or the "Corporation") is pleased to provide new results from the ongoing exploration program at its 100% owned Windfall Lake gold project located in the Abitibi greenstone belt, Urban Township, Eeyou Istchee James Bay, Québec. Results from processing 5,716 tonnes mined from Lynx (the “bulk sample”) have exceeded expectations, returning an average grade of 17.8 g/t Au. The bulk sample average grade is 89% higher than the 9.40 g/t Au predicted by infill drilling on the Lynx zone 311 resource block model wireframe. Mining of the bulk sample successfully confirmed the presence of mineralization predicted in the resource model, and the analytical results have confirmed the visual mineralization encountered along the stope. Highlights and full results are presented below.
    Highlights


    • Average grade of 17.8 g/t Au for the bulk sample is 89% higher than predicted in the 12.5 metre infill drilling block model
    • Higher than anticipated average Au recovery of 97.2% achieved
    • 66.7% of the gold was recovered in the gravity concentrate
    • The sample contained 3,271 ounces Au and 2,176 ounces of Ag


    President and Chief Executive Officer John Burzynski commented: “We are highly encouraged with the excellent results from this second bulk sample completed from the Windfall deposit. The average grade greatly exceeded our expectations based on the infill drilling, returning 89% higher grade than anticipated. The significant grade increase from the block model appears to correspond well with the very regular visible gold observed in Lynx drilling. The bulk sampling work is greatly helping to build our confidence in the continuity, grade, recoveries and the predictability of the mineralized zones at Windfall.”
    Geology
    The Lynx zone 311 bulk sample is characterized by an East-North-East sub vertical silica altered corridor with an average width of approximately 2.5 meters. Banded grey quartz veins contain 3 to 15% disseminated pyrite and local visible gold, cross-cutting foliated rhyolite and granodiorite with strong sericite and local fuchsite alteration. The continuous vein system was mapped along sills over three levels.
    Processing
    A total of 5,716 tonnes were processed in November 2019. The bulk sample test was performed at the Northern Sun Redstone concentrator. Processing produced gravity and flotation concentrates. Ore transportation trucks were sampled for moisture and weighed on a calibrated weight scale. The sample material was crushed and milled to a particle size favorable to the flotation recovery process. Gravity and flotation concentrates produced will be sent to a local smelter for sale. Day and night shift daily composite samples of streams for the reconciliation process were prepared and analyzed by an external independent lab. Concentrate production tonnage and assays were used to reconcile the bulk sample mass balance process in the concentrator. The reconciliation was performed by an external independent consultant using Bilmat (a reconciliation software) on a dry tonnes basis.
    The reconciled head grade obtained from the processed sample is 17.8 g/t Au and 11.8 g/t Ag. The sample contained 3,271 oz Au and 2,176 oz Ag, with a total of 3,181 oz Au and 2,052 oz Ag recovered. Reconciled recoveries are 97.2% for gold and 94.3% for silver. The Preliminary Economic Assessment (or “PEA”, see Osisko news release dated July 17th, 2018) metallurgical test work considered a communition, gravity and carbon in leach process flowsheet, giving an average recovery of 93.8% for Lynx zone. Test mill availability dictated the use of a mill with a communition, gravity and flotation flowsheet. The reconciled results from the processing of the bulk sample material are presented in Table 1 below:
    Table 1: Lynx Bulk Sample Reconciled Results


    Au (g/t)Ag (g/t)AuAgtonnes (dry)Au Rec (%)tonnes (dry)Au Rec (%)Au Recovery (%)Ag Recovery (%)AuAg
    5,71617.811.83,2712,1769.766.7284.491.797.294.33,1812,052



    Block Model
    The area mined was located in mineralization wireframe 311 from the Windfall Lynx updated resources block model. The area was prepared for mining with infill drilling at 12.5 metre spacing. The same parameters used in the November 2018 Mineral Resource Estimation (see Osisko news release dated November 28, 2018) were used for an internal update of the resource block model in the bulk sample area. The infill drilling block model predicted 5,717 tonnes at 9.40 g/t Au containing 1,736 ounces of gold inside the excavated area (see Table 2 below).
    Table 2: Infill Resource Block Model Predictions vs. Actual Processed


    TonnesAu g/tAu OuncesTonnesAu g/tAu Ounces
    5,7179.401,7365,71617.83,271



    Concentrates
    Both the gravity concentrate and flotation concentrate produced from the sample are considered high-grade. The gravity concentrate averaged 7,020 g/t Au (225.7 oz/T Au), while the flotation concentrate averaged 110.6 g/t Au (3.6 oz/T Au), or respectively CDN$381,464/t and CDN$6,010/t (using US$1300/oz and 1.3 US/CDN exchange rate). Further work will be conducted on the process flowsheet prior to feasibility in light of these high-value numbers.
    Mining and Grade Control
    The Lynx bulk sample was mined in wireframe 311 with the long hole mining method proposed in the PEA. Two development drifts were mined conventionally at 20 metre vertical intervals between 210 and 230 meters below surface. A third development drift was mined 20 metres above the stope at 190 meters below surface to confirm grade and continuity of the Lynx 311 wireframe. While mining the development drifts, split blasts of the face were completed to test the width and grade of the mineralization. A V30 borehole was used in the slot raise and two and one-half inch production holes were drilled down and blasted. The blasted ore was retrieved with remote scoop tram equipment and trucked to the mill with muck samples taken.

  • Kirkland Lake Gold / KL (TSX, NYSE)

    Ich finde die 2 letzten Nachrichten bezüglich der Bohrergebnisse sind doch gut geworden. Dazu habe ich noch folgende Überlegung mittlerweile. Was haltet Ihr von dieser ?


    Durch die Übernahme wird es zwar länger dauern, aber auch das Potential wird
    mitsteigen von Kirkland. Vor allem folgendes finde ich interessant. Wir weren Detour
    in Zukunft besitzen. Der Nachbar von Detour ist Wallbridge. Die wollen
    ab Q2 im nächsten Jahr, mit 500-600 Tonnen anfangen zu produzieren. Dazu
    haben die High Grades. Jetzt ist Makuch neuer Director bei Wallbridge
    geworden. Sprott ist in allen 3 Firmen dick beteiligt. Ely Gold ist ein
    Royaltieunternehmen und hat eine 2 % NSR auf die Felon Liegenschaft von
    Wallbridge. Dazu hat Sprott massiv die Anteile an Ely erhöht.
    Mittel-langfristig kann ich mir hier eine Übernahme von Kirkland
    vorstellen. Im Hintergrund zieht wie immer Sprott die Fäden und kassiert
    über Ely Gold später mit, die ja die 2 % nsr kassieren wollen. Das
    könnte noch eine gute Erfolgsgeschichte hier werden, wenn man noch ein
    paar Jahre Investitionszeit mitbringt.
    Ich werde in Zuknft in Ely Gold und wenn sich die Möglichkeit noch anbietet in Wallbridge investieren.

  • Turquoise Hill Res.

    Werde heute versuchen eine 1. Position hier zu kaufen. Ich denke das der Zeitunkt mittlerweile gut ist, vor allem nach der positiven Nachricht von heute morgen, bezüglich der mongolischen Regierung/Parlament.


    Turquoise Hill happy with Mongolian gov't resolution
    2019-12-11 07:17 ET - News Release
    Mr. Ulf Quellmann reports
    TURQUOISE HILL (TRQ) ACKNOWLEDGES THE RESOLUTION PUT FORWARD BY THE PARLIAMENTARY WORKING GROUP (PWG), AND PASSED UNANIMOUSLY BY THE PARLIAMENT OF MONGOLIA
    In March 2018, the speaker of the Mongolian parliament appointed a parliamentary working group to review the implementation of Turquoise Hill Resources Ltd.'s investment agreement signed on Oct. 6, 2009. The mandate was subsequently expanded to include the Amended & Restated Shareholder Agreement signed June 8, 2011, and the Oyu Tolgoi Underground Mine Development and Financing Plan, signed on May 18, 2015.
    Upon completion of the PWG review and its report, a Resolution was submitted to the Economic Standing Committee, and subsequently passed in a plenary session of the Parliament of Mongolia on November 21 st.
    The Resolution was published on December 6 th and includes the following measures:
    dot "{&#A A ; }take comprehensive measures to improve the implementation of the Investment Agreement signed on October 6, 2009{&#A A ; }.and the Amended & Restated Shareholder Agreement signed June 8, 2011"
    dot "{&#A A ; }improve Oyu Tolgoi Underground Mine Development and Financing Plan{&#A A ; }"
    dot "Explore and resolve options to have a product sharing arrangement or swap Mongolia's equity holding of 34 per cent for a special royalty..."
    "We believe that the Resolution reflects Mongolia's commitment to work together to further support the development of the underground mine, and will serve as the basis of future discussions between the Government of Mongolia, Rio Tinto and Turquoise Hill Resources in relation to the Oyu Tolgoi project," stated Ulf Quellmann, Chief Executive Officer of Turquoise Hill. "Adherence to the key principles of our three foundational agreements remains of critical importance as this has already allowed for the development of the Oyu Tolgoi mine in a manner that has given rise to significant long-term benefits to Mongolia and it will continue to do so. However, we are also mindful that further dialogue amongst the stakeholders is required to ensure Oyu Tolgoi reaches its full potential. We remain firmly committed to exploring ways to deliver even greater benefits from Oyu Tolgoi to all shareholders."

  • Sibanye Stillwater / SBSW, SSW (NYSE, JSE)

    Deswegen die Schwäche letzte Woche denke ich. Die bekommen das mit dem Strom einfach nicht hin. Unglaublich. Das geht seit Jahren schon so.


    https://www.bnnbloomberg.ca/pl…es-eskom-update-1.1360221
    Platinum Gains as Sibanye, Implats Halt Mines: Eskom Update



    Felix Njini and Prinesha Naidoo, Bloomberg News











    (Bloomberg) -- Sign up to our Next Africa newsletter and follow Bloomberg Africa on Twitter
    South Africa has been hit by a sixth straight day of rolling blackouts as state-owned power utility Eskom Holdings SOC Ltd. acts to prevent a total collapse of the grid after a raft of plant breakdowns. The company implemented a record level of cuts -- 6,000 megawatts -- late Monday, prompting platinum and gold mines in the country to halt operations.
    Highlights So Far:

    • Eskom says there’s a high likelihood of cuts all week. The utility plans to cut 4,000 megawatts until late Tuesday.
    • Producers including Sibanye, Implats and Harmony stopped mining operations.
    • Rains that have soaked coal and caused flooding may continue through Friday.

    Read more: Record Blackouts Shut South Africa Mines as Recession Risk Rises
    Here are the latest developments, updated throughout the day. Time stamps are local time in Johannesburg.
    Platinum, palladium rise (10:30 a.m.)
    Platinum and palladium led gains among major precious metals after South African producers said they had stopped operations. Platinum gained as much as 1.2%. Palladium rose as much as 0.6% to a fresh record of $1,894.47 an ounce, closing in on $1,900 for the first time. The metal has rallied 50% this year amid tight supply.
    High likelihood of cuts all week (10 a.m.)
    Eskom plans to cut 4,000 megawatts -- Stage 4 -- until 11 p.m. on Tuesday as it continues to face a shortage of generating capacity. Breakdowns are at 15,200 megawatts, the company said in a statement.
    “The incessant rains continue to impact coal handling and operations at our power stations. The probability for load-shedding remains high for the rest of the week.”
    Rains to continue (10 a.m.)
    Heavy rains have soaked coal, which is used as fuel, and caused flooding at Eskom’s Kriel and Camden power stations, the utility said. South African Weather Service forecasts show rain in Mpumalanga, the province in which the power stations are located, will continue through Friday. Rainfall in Lephalale, near the giant Medupi plant, could reach as much as 25 mm (1 inch) today, forecasts show.
    Mines close (Earlier)
    Producers including Sibanye Gold Ltd., the world’s biggest platinum miner, recalled workers from underground and stopped milling ore after Eskom announced Stage 6 cuts on Monday night. No. 2 producer Impala Platinum Holdings Ltd. didn’t start the 4 a.m. underground shift Tuesday and the company has stopped milling ore and shut its smelter.


    https://www.iol.co.za/business…-group-structure-38948736
    Sibanye allays fears of corporate action, says it is simplifying the group structure
    Companies / 10 December 2019, 12:00pm / Dineo Faku


    [Blockierte Grafik: https://image.iol.co.za/image/1/process/620x349?source=https://inm-baobab-prod-eu-west-1.s3.amazonaws.com/public/inm/media/2018/02/02/iol/733/SIBANYA-MINE-00000006.jpg&operation=CROP&offset=0x131&resize=1280x718]Earlier, an anonymous analyst said that the decision to simplify the structure was likely to make it easy for Sibanye-Stillwater to house its gold assets under DRDGold. Photo: Timothy Bernard/African News Agency (ANA)


    JOHANNESBURG – Sibanye-Stillwater on Monday shrugged off speculation that it was re-jigging its structure in anticipation of corporate action.
    The diversified mining company published its pre-listing statement ahead on the scheme that would result in Sibanye-Stillwater becoming a holding company for the group.
    Group spokesperson James Wellsted said the company was simplifying the group structure in a bid to make it more efficient.
    “There is a lot of market speculation. People are speculating that we are getting ready for corporate action. However, we believe that improving the group structure is a logical step for us. It has been coming for years, and we had to work to ensure there were no tax implications,” said Wellsted.
    Sibanye-Stillwater said it expected to have an issued share capital of 2.6 billion listed shares on the JSE following the implementation of the scheme.
    Related Articles
    It said the scheme would come into effect next February.
    Earlier, an anonymous analyst said that the decision to simplify the structure was likely to make it easy for Sibanye-Stillwater to house its gold assets under DRDGold. Sibanye-Stillwater acquired a 38.05 percent stake in DRDGold last year.
    “I still think that they will list their gold assets under the DRDGold banner. Gold has been a drag on Sibanye, the sooner they separate the gold and platinum assets the better,” said the analyst.
    In October, Sibanye-Stillwater proposed the acquisition of the 100 percent issued capital of Sibanye-Gold Limited (SGL) through a scheme of arrangement that was subject to conditions including shareholder, JSE and the South African Reserve Bank approval.
    Sibanye Gold was established in 2012 when JSE listed Gold Fields, spun off its ageing Driefontein, Kloof and Beatrix mines amid concerns about uncertainty in South Africa’s mining jurisdiction.
    It was listed as a separate company in 2013 on the JSE and New York .
    In 2017 it created Sibanye-Stillwater after evolving from a gold to a global precious metal mining group. It consolidated the mining industry following a massive acquisition spree of companies including Aquarius Platinum, and Anglo American Platinum’s Rustenburg operations.
    It also acquired Lonmin, the world's third-largest platinum producer, its associated mining, retreatment, smelter, and metal refinery assets. It also acquired Stillwater, the platinum and palladium producer in North America.
    The group describes itself as the world's largest primary producer of platinum, the second-largest producer of palladium and a leading global producer of gold from diversified operations spanning southern Africa and the Americas.
    It said that upon the implementation of the scheme, the Sibanye-Stillwater Board was expected to comprise the same members as the current SGL board.
    The Sibanye-Stillwater management is expected to comprise the same members as the current SGL management, it said.
    Sibanye-Stillwater shares rose 0.78 percent on the JSE yesterday to close at R30.85.
    BUSINESS REPORT
    SIBANYE-Stillwater group spokesperson James Wellsted says improving
    the group structure is a logical step. | Itumeleng English African
    News Agency (ANA