Beiträge von gogh

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

    nur ein Mosaikstein, vielleicht noch weniger.


    Die GM von DRD produzieren seit 50 Jahren und mehr,

    Damals waren die Recovery rates geringer als heute.

    Kommt auch noch darauf an ob Gediegenes, Oxid

    oder Sulfat.

    Da kann man die Halden nochmal mit dem Bagger

    in "Heap Leach" Becken fahren.

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



    Da ist einiges von meiner Erwartung drin formuliert.


    Allerdings stehen die Dinge auf dem Kopf.

    Uran wird nur "vorgeschoben und bilanztechnisch ausgebeutet".


    Das Ergebnis wird eher eine kerngesunde GM-Company von Weltformat sein.

    W´ll see

    gogh

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

    [Blockierte Grafik: http://www.pinupsofthe50s.petticoatdreams.co.uk/images/000.jpg]

    Nach all dem Theater wollte ich heute kräftig Drooy kaufen.

    Hatte gehofft die "Experten" hauen die weiter billigst raus.

    Und was ist?

    Die letzten hatte ich vor einiger Zeit für 0,94€ gekauft,

    heute gäb´s die vielleicht für 0,85€ - 0, 90€.


    Dafür so nen Negeraufstand????


    Bitte die Posaunen von Jericho kräftiger blasen.


    Will niemandem die Laune verderben. Have a nice weekend!


    Disclaimer (Text :Copyright (C) 2005 ....maus)

    "mit sicherheit ist gogh nicht firmer. warum sollte er? nur weil er


    risikobereiter ist und thistle gekauft hat die jetzt hin sind? er wittert im



    jedem konkurs eine chance. das macht man ein paarmal, dann ist man


    pleite. real jedenfalls, oder man tönt hier beim schreiben den großen


    helden und hat im depot 6 aktien von 6 goldfirmen. "

  • Sitz u. Pits in Australia (Goldminen)

    vor einem Monat geschrieben:

    Momentan wird PERSEVERANCE (PSV) gespielt.

    EQUIGOLD (EQI) ist sogar sowas wie ein Witwen u. Waisen Papier.


    CROESUS (CRS) läuft noch nicht, aber das kommt.




    Preseverance läuft ordentlich.

    Die anderen beiden verharren auf der Stelle. Equigold etwas nachgekauft.

  • IAMGOLD./:GOLDFIELDS; die Hochzeit

    aus REUTERS vom 23.02.2005
    =========================


    Iamgold sees '05 gold output up 4 pct, reserves up
    ========================================
    Wed Feb 23, 2005 11:29 AM ET


    (Adds details. In U.S. dollars)


    VANCOUVER, British Columbia , Feb 23 (Reuters) - Iamgold Corp.


    (IMG.TO: Quote, Profile, Research) forecast on Wednesday that it would produce 4 percent more gold this year, or 450,000 ounces, from the four mines in West Africa in which it holds stakes.


    The mid-sized Canadian miner said its share of reserves that can be economically mined at a gold price of $350 an ounce increased by 11 percent to 4.13 million ounces during 2004.


    The bulk of the gain came from the addition of almost a million ounces at the Tarkwa mine in Ghana, which is majority owned by South Africa's Gold Fields Ltd. (GFIJ.J: Quote, Profile, Research) .


    Toronto-based Iamgold's share of production in 2004 was 432,000 ounces of gold at a cash cost of $248 an ounce from its interests in the Sadiola, Yatela, Tarkwa and Damang mines.


    It expects costs to rise to $270 an ounce this year. "Not unlike many of our peers in the industry, our costs have been impacted by increased fuel costs and fluctuating currency rates during 2004," Iamgold chief executive Joe Conway said.


    Iamgold was much in the news in the past year because of its two failed attempts to merge, first with Wheaton River Minerals Ltd . (WRM.TO: Quote, Profile, Research) and then with the offshore operations of Gold Fields.


    For now the company is on a go-it-alone path but has said it will look at smaller deals that will help it expand and become an operator of mines rather than just an investor in operations run by others.

  • Afrikander Lease

    so einfach á la "greater fool" ist das nicht.


    Uran ist tatsächlich Quatsch.


    Es ist aber gleichzeitig Gold-Mining im Spiel.

    Und absolute Profis für GM.

  • Afrikander Lease

    Wer immer Du bist, Andvari: Das ist genauso.


    Nur, dort wird jetzt noch "manches Ding gedreht".

    Es gibt einen Kinofilm, der heißt "Unter dem Vulkan".

    Da zeigt ein bucklig Männlein einem Freier, wo der Puff

    ist. Als der Freier rauskommt, erklärt der Zwerg, daß

    die Nutten dort Syphillis haben und verkauft dem Freier Penicilin.


    Jeder kann sich seine Rolle aussuchen.

  • Lupos Schmuddelecke

    [Blockierte Grafik: http://www.miningmx.com/cm_pics/markets/1537-0-0-0_196333.jpg]


    Neal froneman, CEO Aflease (Gold und Uran)


    Kebble hatte wie überall auch seine Finger in AFLEASE.

    Bei AFLEASE hatte er sich diese zunächst verbrannt.


    Dann kam ein typischer Kebble Salto.

    Die Anteile, die RANGY an GOLD hielt ließ er

    beleihen. Damit machte er AFLEASE fit.


    Jetzt steht im Aktienbuch von GOLD. "Großaktionär

    RANGY hält nur knapp 7%"

    Die Antwort von KEBBLE: der ursprüngliche

    Anteil 31% besteht weiter. Die "Pfandgläubiger"

    sind nur solange Aktionäre bis der Kredit

    zurückgezahlt sein wird.


    Unterschätzt Kebble nicht.

    Das ist kein kleiner Ganove.

    Der spielt in einer eigenen Liga.

  • Lupos Schmuddelecke




    Eine absurde Diskussion. Man weiß nicht, ob RANGY

    knapp 7% oder 31% an GOLD hält. Und doch nicht

    absurd, denn wieviel % sind es denn?


    gogh




    AUS MININGMX.com vom 18.02.05


    Kebble, Randgold Resources in melting pot
    ==================================


    Posted: Fri, 18 Feb 2005
    [miningmx.com]




    KEEP your eyes peeled for developments


    between Randgold & Exploration (RG&E) and its offshore prodigy, the
    =================================
    New York-listed gold exploration firm, Randgold Resources
    ===============================================


    . Ask any family, a squabble between siblings is de facto a personal dual. At the moment, however, there’s a cold war underway.



    A fortnight ago, Randgold Resources issued an update of its major


    shareholders confirming the decline in direct influence of RG&E in the


    company to about 6.74%.
    ====================



    The update was a strategic decision. Mark Bristow, Randgold Resources CEO, had been making the point informally for several weeks prior; more specifically, he couldn’t figure why RG&E had not disclosed a reduction - by some 14 million shares -


    of its stake in Randgold Resources, from about 31%.
    =========================================




    Even before Bristow’s comments, RG&E’s CEO, Brett Kebble, had been issued two letters; one from the Bank of New York, and another from Bristow himself, asking for details regarding the exact nature of the company’s shareholding. At the time, Kebble promised an explanation, a pledge he repeated this week to Business Day, a South African newspaper.


    According to the newspaper, there’s a meeting scheduled between Brett Kebble and Bristow for next week at which the matter will be clarified. However, Kebble has already made his views clear.


    In a recorded and transcribed interview with miningmx, Kebble recounted early statements that he had borrowed against shares in Randgold Resources, first reported by miningmx on November 15. In miningmx’s February 9 interview, Kebble said: “I can understand people looking at the share register and saying, ‘that’s what you own’, but it is possible to own shares in nominee companies”.


    “We have an effective stake of 31.6% in the company [Randgold Resources], and we do not intend selling the shares at this point in time,” Kebble said. “We have a further call option of 5% to 6% that would allow us to go back to 35% to 36%,” he added.


    Said Kebble: “I think we’re unlikely to exercise that call at this point in time, but would do so in the event of a transaction that Mark got himself involved in that would dilute the stock”.


    According to Randgold Resources financial director, Roger Williams, however, the major shareholders in the company are identifiably not nominee companies. Merrill Lynch UK is now the company’s largest single shareholder with a holding of 6.89%. After RG&E, the next major shareholder is Mackenzie Financial (4.86%), followed by Van Eck Associates (4.1%), and Tocqueville Asset Management (2.44%).


    Williams said potential nominee firms, as listed in the shareholder register (and viewed by miningmx on February 10), own relatively tiny parcels of shares. Kebble would need to have shovelled his 14 million Randgold Resources shares (about 26% of the company) into 70 nominee companies, or more, Williams said.


    The cruces of this matter is whether Kebble has, in fact, sold these shares, and whether disclosure is required.


    The JSE Securities Exchange confirmed a transaction that involves more than 30% of a company’s market value requires a fully-fledged shareholders meeting with the necessary circular. Transactions involving company shares worth between 10% and 20%, or less than 10% of the company’s value require merely differing levels of disclosure to the market.


    On an absolute basis, the Randgold Resources shares RG&E has supposed to have borrowed against – equal to R1.1bn – dwarfs its other investments which include a 3.5% stake in Aflease Gold & Uranium Resources worth R28.7m, and an 18.6% stake in Simmer & Jack Mines worth R15m. RG&E also has a 2.7% stake in JCI, a 3.8% stake in Western Areas and holdings of less than 1% each in Anglo American, DRDGOLD and Harmony Gold.


    On February 9, Kebble insisted RG&E has made all the necessary disclosures. “We make our normal disclosures to the authorities that we have been required to make. Randgold Resources is not a Johannesburg listed company at any rate. We make our disclosures as we go and in line with the advice that we have,” he said.


    Kebble, who appeared to sense Bristow was marshalling a cold war against him, commented that had Randgold Resources paid a dividend, no such borrowing against shares would have been necessary. “But I’m happy to take the risk against the equity because I’ve never placed pressure on Randgold Resources to pay a dividend,” Kebble said.


    There’s more to come on this matter including the possible complete vindication of Kebble, a businessman who tends to be considered guilty before judgement. Much will depend on next week’s meeting between Kebble and Bristow.


    For now, it’s worth noting that the Brett Kebble-Bristow relationship has been bubbling under for several years. Once friends, who emerged as two of a trio of young guns from the RG&E group in 1996 – the third was Harmony Gold’s Bernard Swanepoel – Bristow and Kebble crossed swords in 2000 over the future of the gold mine Morila.


    Bristow had discovered the mine, situated in Mali, and believed (rightly) it was a company-maker for Randgold Resources. Kebble, without consultation, offered Morila as part payment for Free State province mines he wanted to buy from AngloGold. Bristow was incensed, but resisted publicly venting his anger, largely because Brett’s father, Roger Kebble, was a long-standing and loyal supporter of Randgold Resources, as well as its executive chairman and, at the time, the controlling shareholder through RG&E.


    Roger Kebble has now retired from Randgold Resources and, to all intents and purposes, RG&E is a bit part player in the future of the company. That’s why the current disagreement between Bristow and Brett Kebble could breakout.

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

    DRDGOLD - Trading Statement

    DRDGOLD Limited

    (Formerly Durban Roodepoort Deep, Limited)
    (Incorporated in the Republic of South Africa)

    (Registration number 1895/000926/06)
    Share code: DRD
    ISIN: ZAE000058723
    ARBN number: 086 277 616
    NASDAQ trading symbol: DROOY

    ("DRDGOLD" or "the company")

    TRADING STATEMENT

    This trading update is made in accordance with Paragraph 3.4(b) of the Listing
    Requirements of the JSE Securities Exchange South Africa.
    In terms of the JSE Securities Exchange South Africa Listings Requirements,
    companies are required to publish a trading statement as soon as they are
    reasonably certain that the financial results for the current reporting period
    will be more than 20% different than that of the prior comparative period.



    Shareholders are advised that despite a 45% increase in cash operating profit
    for the six-month period 31 December 2004 compared to the six-months ended 31
    December 2003, and a 21% reduction in net cash operating loss in the same
    comparable period, the board of directors of DRDGOLD expects that the company"s
    headline loss per share will be more than 200% higher than that reported for the
    six months ended 31 December 2003.



    This is as a result of a higher tax charge,
    resulting mainly from the suspension of deferred tax asset accounting in June
    2004 largely as a result of the strengthening of the Rand, and the recording of
    an equity loss of R20m from associates following the acquisition of an increased
    shareholding in Emperor Mines in August 2004.
    In addition,


    basic loss per share will be impacted by an impairment, not yet
    quantified, to the carrying value of the South African based mining assets.



    The above financial information refers to changes in bottom line losses as
    calculated using SA GAAP accounting standards.
    The financial information on which this trading statement has been based has not
    been reviewed and reported on by the company"s auditors.


    The reviewed results
    for the six months ended 31 December 2004 are expected to be announced on or
    about 24 February 2005.



    Johannesburg
    18 February 2005

  • Lupos Schmuddelecke

    [Blockierte Grafik: http://www.adventurecorps.com/chronicles/2002turkey/show2/images/r0014262.jpg]

    PEM hat ein Darlehn von 20 Mio $, daß es von seinem

    Koreanischen Kunden für Zink-Konzentrat erhalten hatte,

    mit neuen Aktien bezahlt.

    Gleichzeitig erhielt PEM von diesem frisches Geld 20 Mio$

    als neues Darlehen.

    Sieht seriös aus.

    _______________________________________________

    NUSTAR (ausgegründetes Paulsen Projekt von SBM)

    weist seine Aktionäre daraufhin, daß das SED-Angebot

    nicht sonderlich attraktiv ist. Enthält sich aber

    einer Empfehlung.

    Elegant

    NUSTAR kann was werden.


    (Ist eine krause Geschichte, weshalb SBM das

    wertvollste Asset aus der Hand gab. SBM hat

    noch einen Rest, aber eben nur einen Rest.)

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

    "The issues were discussed at a recent board meeting"



    [Blockierte Grafik: http://www.aprs.net/FantFest/painted/threecats.jpg]


    Hier die offiziellen Pressefotos vom Vorstands-Treffen.

    Oder

    Man darf an der Ernsthaftigkeit der Verlautbarung zweifeln.

    Durban´s Schächte zählen zu den tiefsten weltweit.

    Die Schächte würden voll Wasser laufen und verderben.

    Eine kleine Kapitalvernichtung würde durch eine riesige ersetzt.

    .


    Beim vorhergehenden Posting ist der Bericht gekürzt:

    Gleichzeitig wurde von Drooy der Spin Off der Überseeischen-GM

    angedroht mit Listing in Toronto.


    Dies zeigt, der Knüppel wird geschwungen und der gezeigte

    Mummenschanz aufgeführt.

  • Lupos Schmuddelecke

    Lange war der Unterschied zwischen "GOLD" und "RANGY"

    nicht allzu groß.

    Neuerdings ist in RANGY viel Aflease drin (früher garnicht)

    und dafür weniger Mali-GM.

    Heute gilt.


    - wer produzierende Mali-GM will, kauft "GOLD".

    - wer Aflease mag und ein wenig West-Afrika-GM dazu,
    kauft "RANGY".


    Es gibt keinen Link dazu. Anscheinend will niemand

    über den Wust schreiben.


    gogh