Beiträge von gogh

    Tschonko,

    wenn ich Iamgold und royalties höre, fällt mir

    Repadre ein. Repadre hatte royalties als sie von

    Iamgold übernommen wurden.

    Saccard hatte Repadre immer gelobt


    und verkauft als Repadre in Iamgold aufging.


    War selbst in Iamgold lange investiert.

    Mittlerweile aber verkauft.


    Denke mit, dass so die abseitige

    Battle über Repadre aufgespürt wurde.

    Wäre ein Motiv.

    Kann mir einfach nicht vorstellen,

    dass eine Battle reüssiert.





    Einen Leistungsvergleich
    ====================


    Battle 39,0 Canad. Cents
    ===================


    versus


    Batavia 7,5 Austral. Cents
    ====================


    über 1 Jahr ab heute fänd ich gut.
    ================



    Meine CBE hab ich noch. Laufen die aber noch etwas hoch, wird verkauft.

    Deren Geschäft ist extrem schwierig.


    Gruss

    gogh

    Zu meiner Grundschulzeit kam ein

    "Schmutz- und Schundbeauftragter"

    in den Unterricht. Der warnte uns vor

    vor dem lesen von Disney Comics

    und Kater Felix. Andernfalls seien

    wir unrettbar.


    Das ist ähnlich zutreffend, wie eine

    Warnung vor THISTLE:

    Jedenfalls dreut mich der Gedanke

    bald eine Sünde zu tuen.


    gogh

    also mein neues Baby heisst MDN.TO Northern Mining (Miniere du Nord)

    http://www.xnord.com/

    Riskant; aber manchmal kann´s barock sein.

    Tansania, wollt´da sowieso mal was investieren.


    Der Rest Eritrea und Quebec ist eine Mischung

    aus Fremdemlegion und Unkas, der letzte Mohikaner;

    Märchen für grosse Kinder.


    Gruss


    gogh

    Hab der Queen mal flüchtig auf der homepage unter

    den Rock geschaut.

    Kann mich nicht mit Low Grade Au_Equivalents von kleiner 1 gr/t anfreunden.

    Oberflächennah und heap leach fähig ja; aber 2 g sollten es schon sein.


    gogh

    Eine Konsolidierung von 640 auf 610 und

    am nächsten Tag 630.

    Vorsicht ist nicht die angesagte Tugend.

    Beim PoG da tanzt der Ziegenbock mit seiner Frau im Unterrock


    gogh

    es gibt Leute, die stellen ein Portraitfoto ihres Alter Ego (in Finanzdingen) ein.

    Anstatt im Thread übers Reichwerden Anregungen aufzunehmen.


    Meine Narrheiten sollen nicht im Verborgenen bleiben.

    heute gekauft:

    - Miniere du Nord MDN.TO zu 0,59 Can$

    - Twin TWG.TO zu 0,15 Can$


    wissen tu ich nix, stattdessen tu ich was


    gogh

    Wahrscheinlich halten dies einige für einen

    geschickten Schachzug. Jede Company hat

    kongeniale Aktionäre.



    Würd´ mich nicht wundern, sollte die Produktion auf

    den Fidjis nicht mehr aufgenommen werden.



    gogh




    Business Day vom 20 April 2006



    DRDGOLD downplays halt at Emperor mine
    -------------------------------------------------------------


    THE temporary closure of the gold mine at Vatukoula in Fiji as part of its turnaround plan would not affect DRDGOLD as the mine was quite small within the group and has been making losses, strategic development officer Ilja Graulich said on Tuesday.


    The mine at Vatukoula is owned by ASX-listed Emperor Gold Mines, which — following a recent restructuring — is 88% owned by DRDGOLD.


    Apart from the mine in Fiji, Emperor houses other Australasian operations formerly held directly by DRDGOLD, including a 20% stake in the Porgera joint venture and 100% of Tolukuma.


    In SA, DRDGOLD owns Blyvoor, Crown and ERPM.


    In the six months to December DRDGOLD’s Australasian operations produced 126770oz of gold, of which the Emperor mine in Fiji produced 19434oz at a cash operating cost of $559/oz.


    Fiji TV reported at the weekend that the Emperor mine at Vatukoula had shut down for the first time in 70 years — leaving the future of about 2000 workers in doubt.


    It said the mine would be closed for six months, but Graulich said this was incorrect.


    In a statement released on Tuesday, Emperor said negotiations with the Fijian government and organised labour had taken place.


    The mine would start gold production again in two months and return to full production within six months.


    About 1800 employees would be suspended and retrained, it said, and 1500 of those would be re-employed. The government had provided a $300000 workers relief fund.


    Emperor said the profitability of the mine had been affected by low ore grades, poor productivity and infrastructure problems.


    In February DRDGOLD said the mine plan at Vatukoula was being changed from being volume-driven to focusing on smaller, high-grade areas.

    Einig ist man sich nur, dass der Schurke in dem Krimi der "Brett" ist.

    Das ist aber weniger als die halbe Wahrheit.

    Deshalb gibt es noch viele Fortsetzungen. Ohne Schurken?

    Keine Sorge!


    gogh




    Aus BUSINESS DAY
    Posted to the web on: 20 April 2006


    Western Areas at crossroads after Kebble’s damage
    --------------------------------------------------------------------------------



    GOLD miner Western Areas may have survived its former CEO Brett


    Kebble but the next year is likely to dictate whether it becomes a player of


    substance in its own right, or whether it ends up under Harmony.


    The company’s annual report released on Tuesday illustrated the


    financial poser the company is facing — despite owning half of one of


    the richest gold deposits in the world, South Deep.


    Barrick Gold owns the other 50% of South Deep, which at 2993m is one


    of the deepest gold mines in the world, providing access to 29,3-million


    ounces of gold reserves.



    Auditors KPMG warned in the report that Western Areas may be in


    trouble unless it can raise funds, as its short-term liabilities exceed its


    short-term assets by R177m.


    With a rights issue last year failing to raise enough money, Western


    Areas warned its cash resources would not last out this year. So it is


    considering various options, including selling issued shares for R675m,


    getting a bridging loan or restructuring its hedge book.


    But the company’s prospects also depend on Harmony CEO Bernard Swanepoel.



    Last month, Harmony bought 29% of Western Areas, and Western Areas


    chairwoman Gill Marcus said her company has since held “a number of


    fruitful meetings” with Swanepoel.


    When asked yesterday about his intentions with Western Areas,


    Swanepoel said: “All honourable”.


    He said Harmony had been in talks with Western Areas “to understand


    the short-term opportunities and issues” it faced.



    “For us to go further, we have to be convinced this specific route (of


    buying more stock in Western Areas) is the best route to go and we


    haven’t taken such a decision yet.”


    But analysts feel Harmony is one step away from launching an offer to


    Western Areas minorities.


    But how would it do this? Western Areas is trading at R45,50 now, after


    climbing 8,6% last month. Harmony paid an average of R41,07 a share


    for its 29% of Western Areas, and one analyst said “they would have to


    make an offer of at least R50 a share”.


    “The way I see it, Harmony will offer shares to the minorities of Western


    Areas in exchange for their stock. The hold up, however, could be the


    stake that (Kebble’s former companies) JCI and Randgold still hold in


    Western Areas,” the analyst said.



    But Swanepoel says Western Areas still has a “lot of balls in the air”,


    specifically its toxic hedge book and its underperforming ore body.




    Mining South Deep is a complicated, technical business and pro-duction


    has fallen behind schedule in recent years, putting pressure on Western


    Areas to sell gold under its costly hedge structure.



    Kebble put the hedge in place in 2001 to protect Western Areas from a


    falling gold price but he came unstuck as the dollar gold price climbed,


    reaching $500 an ounce last year.



    Effectively, Kebble committed Western Areas to selling future gold


    production at prices below the current gold price — which meant


    Western Areas lost out on the upside of the recent gold price rise.


    The silver lining is that, as production increases, Western Areas is

    selling a lower percentage of its gold through the hedge.

    Gebe das hier so wieder wie vorgefunden.

    Die Company ist nichts für Weicheier;

    Ostern hin oder her.

    Man sollte ahnen was ein Vogelmensch

    in Micro- Melanesien bedeutet.


    Sicherheitshalber hab ich vor knapp 10 Jahren

    ein farbenprächtiger Exemplar aus Holz erworben.




    gogh





    Quelle. SHARECAST.COM vom 18.04.06
    ===============================



    BDI reports incresed gold resources at Woodlark Island
    ============================================
    Tue 18 Apr 2006

    LONDON (SHARECAST) - BDI Mining inched higher as it said an


    updated resource assessment of its 100%-owned Woodlark Island gold


    project has resulted in an increase in resources to 880,000 ounces of


    contained gold.



    The revised JORC compliant resource estimate at the Papua New


    Guinea project is a 34% increase over resources reported in December last year.



    According to consultants Continental Resource Management in their


    assessment, potential exists for additional resources to be outlined on


    the numerous Woodlark Island deposits.



    “The recently reported southern strike extension of the Kulumadau


    mineralisation and recent exploration success immediately to the north

    and north east of Kulumadau indicate that the current resources…can


    be increased significantly with planned infill drilling,” it said.




    “CRM have also noted that increases of other known resources are


    possible by drilling along strike and at depth from them.”




    Managing director and CEO of BDI Lee Spencer said, “Management is


    extremely excited with the potential of this project, and with gold at over


    $600 per ounce, we could not have chosen a more opportune time to be


    advancing a quality asset like Woodlark Island.”

    Seit der letzten Aktualisierung wurde das Depot

    durch Verkäufe zugunsten der Barreserve

    durcheinandergewirbelt.

    Einkäufe hat es einige wenige gegeben.

    Beabsichtige weitere Umschichtung à jour.


    Mein Wahnsinnsdepot ist hiermit eingeschläfert.

    Vielleicht stell ich später mal das neue Depot vor.

    Hängt davon ab, welche Schübe mich ereilen.


    gogh