Beiträge von gogh

  • DRDGold Ltd. / DRD (NYSE, JNB) und die Derivate

    SIEGEL ist nicht auf den Kopf gefallen.


    Warum schreibt der so nen Stuss?


    Ob der sowas im Fonds drin hat?


    Gogh



    aus SIEGEL Investment vom 05.12.06
    ==============================

    "Wichtigste Kurznachrichten:


    "Die australische Emperor gibt die Schließung ihrer Vatukoula Mine auf


    den Fiji Inseln bekannt, was einen neuen Höhepunkt der jahrelangen


    Serie von Mißmanagement (zuletzt unter der Verantwortung von DRD


    Gold) markiert.


    Die fundamentale Situation der Emperor verbessert sich durch die Schließung erheblich,


    so daß sich bei dem aktuellen Kursverfall eine hervorragende


    Einstiegsmöglichkeit ergibt. Der Kurs bricht um 26,3 % auf 0,21 A$ ein."

  • Simmer and Jack Mines Ltd. WKN ZAE000006722 SIM

    2 wochen alter Artikel.

    Die idiotische Überschrift ist original


    Gogh




    Quelle MONEYWEB Thu, 23 Nov 2006



    Brett Kebble’s little Van Goghs
    ========================



    Siviwe Mapisa, brother-in-law to safety and security minister Charles Nqakula, is worth around R100m, thanks to rags-to-riches Simmer & Jack.



    Barry Sergeant
    Posted: Thu, 23 Nov 2006 08:00 | © Moneyweb Holdings Limited, 1997-2006


    Much media attention has been paid overnight to the fact that Siviwe Mapisa, brother of home affairs minister Nosiviwe Mapisa-Nqakula who, in turn, is wife to safety and security minister Charles Nqakula, “benefited” from a rags-to-riches creation of the late Brett Kebble.


    Nothing could be closer to the truth. At the core of the story is JSE-listed Simmer & Jack, founded in 1924. Kebble first became involved with a then-rag eared Simmers in 1997. He made half-hearted, but costly, attempts to resuscitate a beaten up gold mine near Pilgrim’s Rest.


    Kebble funded Simmers by way of loans from CMMS, the key slush fund operated by his key public company, JCI. Early last year a decision (of unknown and disputed origin) was made to recapitalise Simmers, which owed nearly R80m to JCI and its proxies.


    A cash-starved Simmers issued 378m shares to settle its loan, but Kebble placed these into an entity named Jaganda, which issued in turn 378m shares to JCI and its proxies. A BEE entity, Richtrau No. 47, which changed its name to Msobomvu Mining and finally to Vulisango, was put in place, holding 51% of Jaganda. The entry cost nothing. For a few million rand, management bought the balance. After a huge row earlier this year, management exited the Jaganda structure by accepting 100m new Simmers shares.


    To cut a long story short, by unravelling in the background the complex capital structures behind Jaganda, JCI’s holding in Jaganda is currently worth R434m. Jaganda’s stake in Simmers, after deducting what’s owed to JCI, is worth a massive R1,4bn. The management stake is worth nearly R500m.


    These mind-boggling figures follow the simple fact that the value of Jaganda is 100% tied to the value of the Simmers stock price, which has risen by close to 2000% since the beginning of last year. Management must be credited, but so too, the runaway uranium price, higher gold price, and weaker rand.


    The individual shareholders in Vulisango (now the same as Jaganda from an economic substance viewpoint) are each worth R100m, or more, depending on the broad-based BEE shareholding in Vulisango, which has never been publicly defined.


    The individual Vulisango shareholders include Archie Mkele (former national South African rugby player), Zola Yeye (Springbok team manager), Siviwe Mapisa (of course),
    Bulewa Jeanie “Baba” Njenje (wife of Gibson Njenje, a director of Western Areas, another Kebble entity, in 1998 and 2000; Njenje Investment Holdings is also a significant shareholder in Matodzi, a JCI subsidiary), Margaret Ndlovu, Nozuko Pikoli (wife of Vusi Pikoli, national director of the National Prosecuting Authority), Ayanda Sisulu, and Valence Watson.


    The management stake was and is held in equal stakes by Roger Kebble, Gordon Miller (a director of Western Areas in 1998 and 2003, and, more famously, a director of Randgold & Exploration from 18 November 2003 to 6 May 2005), John Berry, Graham Wanblad (a Western Areas director up to 1998) and Ronnie Watson.


    Valens and Ronnie Watson are brothers and members of the well-known Eastern Cape rugby-playing family. Ronnie previously served high up in the ANC intelligence structures, and was employed for a period by the Kebbles as a labour consultant.

  • Crew Gold Corp. WKN A0B L46 ISIN CA2265341057 CRU

    04.12.06 08:04 Marked=OB CRU
    MASARA PHASE ONE GOLD PLANT COMPLETED

    --------------------------------------------------------------------------------

    LONDON, United Kingdom: December 4, 2006 -


    Crew Gold Corporation (`Crew` or the `Company`)
    ========================================
    (TSE
    & OSE: CRU; Frankfurt: KNC; OTC-BB- other:
    CRUGF.PK.


    Crew Gold Corp and its Philippines partners are
    pleased to announce that the first phase of
    plant construction at the Masara Gold Mine has
    been completed as part of the overall mine
    development.


    The 500-tpd plant comprising crushing, grinding,
    flotation and carbon-in-pulp leach circuits
    became mechanically operational as of 9 pm 30th
    November and has entered into the hot
    commissioning phase.
    - The Crushing, Grinding and Leaching
    circuits have been live since the 15th September.
    - The tailings dam is now ready to accept
    tailings.
    - Wet testing of the tailings pipeline
    system is complete.
    - Wet testing of the elution circuit with
    the boiler running is complete. Insulation and
    cladding will now be completed.
    - Reagent mixing section and
    detoxification circuit are ready.


    The Phase-One pilot plant has been built to
    facilitate for full scale test treatment of the
    different ore types we encounter at Masara
    before finalising the design of the additional
    2400 t/d plant/. Initial ore will mainly come
    from the development on the Bonanza/Maligaya and
    Maria Inez vein system.


    Exploration drilling during 2006 seems to
    confirm the company`s initial view that Masara
    consist of numerous veins with strike length of
    up to 2-3 kilometres or more. Initial
    underground development on the Bonanza/Maligaya
    vein has so far demonstrated mining widths of
    2.6m-4m. Due to early indications on higher
    tonnage and wider veins the company decided
    earlier this year to postpone the start up at
    Masara so that the production capacity could be
    increased from 2000 t/d to 2900 t/d


    The new operations team at Masara have succeeded
    in overcoming tremendous challenges during this
    project`s implementation.


    The Phase-Two plant to treat an additional 2400
    tonnes per day is under construction with a
    target start up date by the end of the second
    quarter 2007.


    Jan A Vestrum
    President & CEO

  • Gogh`s Tret_Minen

    Tret_Minen Update per 30.11.06
    ---------------------------------------------------------


    vorhergehender Stand 31.08.06 PoG 590



    Update per 30.11.06 PoG um die 645 USD
    ================


    Credo AU, nie AG
    zur Zeit auch Base_Metal




    Besonderheit im Berichtszeitraum Base_Metal Aktien haben GM outperfomed


    Mehr verkauft als gekauft, also Barreserve erhoeht


    Beim Verkauf dürfte der Gewinn grob im Durschschnitt bei 50% gelegen haben.


    Der Berichtszeitraum war deshalb angenehm.


    Alle verkauften Aktientitel kommen bei Kursrückgang für Wiederkauf in Betracht. Es wurde schlicht geerntet.

    Warnhinweis:
    ===========
    Sollte der PoG mal deutlich zurückkommen, weden die hier gezeigten
    Aktien sehr tief fallen.


    Gogh



    verkauft:
    ======


    -GBS Gold International, weiterer kleiner Teil von grosser Position (aktiv Nord_Australien)


    -AGC_ Agincourt Australien


    -CAT.TO_Staccato


    -GEM.V_PeleMountain (etwas DIA Explor)


    -PAL North American Palladium


    - teilverkauft HRG.TO_High River


    -QRL.TO_Queenstake, komplett verkauft und anschliessend wieder




    gekauft
    ======

    -QRL.TO_Queenstake


    -SLAM.V Grassroot Explorer fuer Zink/Blei in Canada


    -zugekauft BTV_Batavia




    Quickies, im Berichtszeitraum durchgelaufen
    =======


    IGE_Oslo Norwegischer Explorer in Ostafrika




    BESTAND
    ========


    Australien ASX Kürzel:


    BTV_Batavia


    CRS_Croesus (insolvent)


    DOM_Dominion


    HIG_ Highlands Pacific (NeuGuinea)


    LAF_Lafayette (Philipines)


    MEE_Metex


    NMC (nicht NCM)_NuStar neues Kürzel IAU


    PPD_PanPalladium (Platin Explorer, aktiv in RSA)


    PSV_Perseverance


    TNG_TennantCreek (Zink Explorer)





    CANADIAN BASED Toronto, Vancouver:



    BGI.TO Birim (aktiv Ghana)


    CAL.TO_Caledonia (aktiv RSA)


    CBE.V_Cabio


    CRU.TO_Crew(Oslo)


    GBS.TO_Gold International Inc


    HRG.TO_High River


    GSC.TO_Golden Star(GSS.USA)


    MDN.TO_MinièresDuNord


    ORV.TO_Orvana


    OZN Orezone Res NPV


    RIC.TO_Richmont


    SMF.TO_Semafo


    TWG.TO_TwinMining (etwas DIA-Explor)


    TVI.TO_Pacific Inc (aktiv Philipines)


    QRL.TO_Queenstake



    und Südafrika


    JCI.RSA (vom Handel ausgesetzt)


    Western Areas WAR.RSA



    und


    BMG (AIM.London)_BDI-Mining (DIA Produzent) (aktiv NeuGuinea, Philipines)


    THR(AIM.London)_ThorMining (Wolfram, aktiv Australien)

  • Western Areas WKN 854 633 ISIN ZAE000016549 WAR Oder Kebble´s Trojanisches Pferd

    Wie das auf einmal alles flutscht


    Gogh



    Quelle MINING JOURNAL vom 01.12.06



    Gold Fields takes Barrick South Deep stake
    ==================================


    Ian Cockerill: South Deep "A world-class gold asset"
    =========================================




    Gold Fields Ltd has completed its acquisition of Barrick Gold Corp`s stake in the South Deep gold mine at the same time as Harmony Gold, which holds a 29% stake in South Deep`s other owner, Western Areas Ltd, said it would tender its shares to Gold Fields` all-stock bid - despite initially demanding cash.


    The Barrick transfer is one of three interlinked transactions, worth US$2.5 billion, by which Gold Fields sought to take control of South Deep mine - the world`s biggest gold deposit. South Deep was previously a joint venture between the Canadian miner and Western Areas.


    Gold Fields, the world`s fourth-biggest gold producer, said on Friday that buying Barrick`s stake had cost it US$1.525 billion - US$1.2 billion in cash and 18.7 million of its own shares.


    Shares in Gold Fields rose 1.99% to R135.07/share, while Western Areas stock jumped 2.73% to R47.00/share with the Johannesburg gold mining index gaining 1.23%.


    "The Barrick deal gives us effective control of the operations and allows us to begin the process of realising the full potential of this world-class gold asset," Gold Fields chief executive Ian Cockerill said in a statement.


    Last week, Gold Fields concluded the first transaction and bought 34.7% of Western Areas from JCI Ltd. The second deal, to acquire the other half of South Deep held by Barrick, effectively sees Gold Fields control 67.35% of South Deep.


    Western Areas` major shareholder, Harmony Gold with a 29% stake, had been unhappy with Gold Fields` all-share offer of 35 shares for every 100 Western Areas shares and instead wanted to be paid cash.


    But Harmony chief executive Bernard Swanepoel today said: "Accepting the Gold Fields shares in lieu of Western Areas shares will facilitate the liquidation of our investment which although already approved by Harmony`s board of directors, will only be concluded at an opportune time."


    In a statement issued today, Gold Fields said it is seeking to expand South Deep`s output from an expected 800,000 oz/y to 1 Moz/y in 2011 when it reaches full production, by sharing services and development costs with its nearby Kloof mine.


    Kloof is the second-largest gold mine in Africa with 1 Moz/y of gold production behind the Driefontein facility which is also owned by Gold Fields. (December 1)

  • Energold Drilling Corp: EGD.V - CA29268A1031

    Tschonko,

    steht in den Geschäftsberichten auf der homepage.

    Mein Standpunkt ist, die Company muss reden und erklären.

    Kreativ mag offen bleiben, aber es wird nicht erklärt.


    Z. B. ein Driller muss mir sagen, ob er am Stichtag

    "halbfertige Drills" aktiviert, welche und warum.

    Finde sich dazu nichts, kann die company Gewinn oder Verlust zeigen

    wie sie lustig ist.


    Gruss

    Gogh

  • Es ist GM_Hausse und keiner geht hin

    Das Finkelein, das Finkelein,
    das führt’ das Paar zur Kammer rein.
    Fide rallala, fide rallala, fide rallalalala.


    Der Uhu, der Uhu,
    der schlug die Fensterläden zu.
    Fide rallala, fide rallala, fide rallalalala.


    Die Fledermaus, die Fledermaus,
    die zog der Braut die Strümpfe aus.
    Fide rallala, fide rallala, fide rallalalala.



    Und was macht mit der Bräutigam?

    Es ist GM_Hausse und die dauert nicht ewig.

  • Energold Drilling Corp: EGD.V - CA29268A1031

    ""Die Bewertung ist also lächerlich gering, ebenso wie die´Bewertung dieses Threads!""


    So richtig genau seh ich mir die nicht an:

    Denn Silber_Minen sind Teufelswerk


    Nur was man von weitem sieht:


    Anscheinend ist EGD.V eine Holding.

    Die Drill_Toechter (kein SM_verdacht!) werden konsolidiert.

    Anscheinend gibt es bei denen Fremd_Gesellschafter.

    Deren Anteil erscheint als Schuldposten auf der Passivseite.


    Die Impact_Silver wurde bis 2004 konsolidiert und jetzt nicht mehr.

    Dafür tauchen Forderungen und Schulden auf,

    bei denen nicht feststeht, wann gezahlt werden soll und zinsfrei.


    Vielleicht ist das alles harmlos, vielleicht.


    Gruss

    Gogh

  • Herald Resources

    Nach 3 Jahren Pause hab´ich jetzt auch ein paar HER_Chips gekauft.

    Damals hatte ich die, weil HER eine Zahnfuellung AU pro Quartal foerderte.

    Bei der Zinc_Feasability wurde bekannt, dass 80 km Lorenbahn

    durch den Regenwald verlegt werden muss.

    Jetzt hat das der Foerster gemerkt.

    Und geschunkelt wird zu:

    Fuchs Du hast die Gans gestohlen,

    Gib sie wieder her,

    Sonst wird dich der Foerster holen.....


    Fuer uns Aussie_Freaks gilt

    Die nacht ist nicht nur zum Schlafen da

  • Crew Gold Corp. WKN A0B L46 ISIN CA2265341057 CRU

    Wie das funktionieren soll mit dem Boersengang

    der Crew_Base_Metal_Tochter wird erklaert.

    Die bisherigen Aktionaere haben nix davon.

    Vielleicht nimmt das Base_metal_Geschaeft

    wenigstens durch die Kapitalzufuhr Fahrt auf.

    Waere denkbar.


    (Entweder ist Ulfur anderweitig beschaeftigt

    oder weiss noch nicht was er davon halten soll.

    Eine solche Gelegenheit zum Kassandra_Rufen laesst der sich

    sonst nicht entgehen)


    Einmal Prinz zu sein

    Gogh






    Crew Minerals ASA announces private placement of NOK450m
    =================================================


    Published in Nordic Business Report on Wednesday, 29 November 2006 at 11:07 GMT
    Copyright (C) 2006, M2 Communications Ltd.


    The Canada-based, Oslo Bors-listed mining company Crew Gold Corporation said on Wednesday (29 November) that wholly owned subsidiary Crew Minerals ASA has accepted subscriptions for a private placement of shares for aggregate gross proceeds of NOK450m.


    The subscription price was NOK12 per share corresponding to a pre-money valuation of NOK600m.


    Crew Minerals ASA has applied for listing at the Oslo Stock Exchange and closing of the private placement will be subject to the company satisfying all conditions set by Oslo Bors for the company's shares to be listed on the Oslo Bors. The private placement was directed towards institutional and professional investors.


    Once the private placement is completed Crew Gold Corporation will hold approximately 57% of the issued and outstanding shares of Crew Minerals.


    Crew Gold Corporation is headquartered in Weybridge in the United Kingdom and has also offices in Vancouver, Canada. Crew is an international mining company focused on gold production, gold exploration and identifying, acquiring and developing mineral projects worldwide. Crew has a portfolio of gold assets containing majority ownership of three current and near-term expanding gold mines in Guinea, Philippines and Greenland. Crew Gold Corporation is traded on Oslo Stock Exchange under the symbol CRU.


    One British pound (GBP) is worth approximately 12.21 Norwegian kroner (NOK).

  • Es ist GM_Hausse und keiner geht hin

    Nach ende der Bandansage wird sich das Tonband selbsttaetig vernichten.

    die Datenbank hat sich das zu herzen genommen.

    Dafuer hat der Nikolaus was im Sack:

    PoG 640 und strammes Basismetall.

    Fuer die lieben Kleinen noch ein Uranmaerchen.


    Papst, nimm in Ephesus die kugelsichere Weste.


    Ho, ho, ho

    Gogh