Beiträge von gogh

  • Lupos Schmuddelecke

    Es wurde schon oft geschrieben. Aber, Spiel´s noch einmal Sam.




    Der Verkauf des Goldes erfolgt in der Weise, daß die Rücklieferungsforderung gegen die Entleiher veräußert wird.

    Das Gold ist längst nicht mehr in der Verfügungsgewalt der "Veräußerer".


    In der realen Güterwelt passiert nichts, rien de tout.


    (Es wurden mal ein paar Tonnen zu Euro-Münzen geprägt.
    Die kleine Ausnahme für das staunende Publikum. )




    gogh

  • Afrikander Lease

    Kebbel Oder "Über die Weißheit des Schwarzen Mannes"



    Beide erhöhen ihr Nennkapital und tauschen die Jungen Aktien
    =================================================


    gogh






    Quelle: Finance 24 com vom 13.12.04


    Randgold swops into Aflease
    =======================
    02/08/2004 15:13 - (SA)


    Johannesburg - Randgold & Exploration is to take about one third of Afrikander Lease Ltd in a share swop deal worth some R125m, the company said on Monday.



    Randgold will issue 9.4 million Randgold shares to Aflease and in exchange Aflease will issue 94 million Aflease shares that will be allotted to Randgold.


    Aflease will then own 12.5% of Randgold.
    =================================


    "The transaction is worth around R125m and will result in Randgold acquiring approximately one third of Aflease," said Randgold chief executive Brett Kebble.


    "A share swop is the most viable route to take because Aflease is trading at a very significant discount to its underlying value."


    Kebble said Aflease as a company has very exciting uranium assets and that "given a continued upward trend in the uranium price, the company is poised to profit handsomely from them".


    Aflease has the largest uranium resources in South Africa and one of the largest in the world. "I foresee a situation where Aflease will become a uranium company with attractive gold credits," said Kebble.


    Randgold's intervention will also enable Aflease to fund its planned development of both its Modder East and Bonanza South projects.


    Kebble said the losses incurred by Aflease for the year ended December 31, 2003 were primarily as a result of suspension of open-pit mining operations of Aflease's Klerksdorp assets and were not illustrative of future anticipated results.


    Kebble said that from Randgold's point of view the deal was hard to fault.


    "The time is right to do this deal and it is exactly in line with the Group's strategy to focus on world-class mineral deposits," he said.


    Referring to the fact that Randgold had recently acquired alluvial diamond deposits in Angola, Kebble said he was very pleased with recent developments. "The stake in Aflease is more good news."


    Aflease CEO Neal Froneman said that changing market conditions, principally driven by the strengthening rand, had resulted in management having to re-negotiate terms for future funding. He said the share swop transaction effectively replaces funding arrangements announced on February 12, and referred to in his letters to shareholders on April 8 and the group's Annual Report, whereby

  • IAMGOLD./:GOLDFIELDS; die Hochzeit

    Man denkt über Partnertausch nach

    die Verstoßenen sind billiger, in dem Fall aber kaum williger

    (Randgold reich und nicht schön.

    IMG reich und sexy, hat nur grade einen Kater.

    gogh


    BUSINESS DAY vom 13.12.04
    ========================

    Gold Fields' loss may be gain for Randgold


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

    Canada's IAMGOLD more vulnerable to takeover as shares dip on setback'
    Industrial Correspondent


    GOLD Fields' failure to win shareholder support at a vote last week for a planned merger with Canada's IAMGOLD may have created an opening for
    Randgold Resources, in which JSE Securities Exchange SA-listed Randgold & Exploration has a major stake.


    Randgold Resources says the share price of IAMGOLD is key to it considering a merger with the group, . with the Canadian miner's stock plunging 12% this
    year.


    Gold Fields' failure to get approval to merge its foreign assets with those of IAMGOLD has cast a shadow over the Canadian company, which has seen three
    mergers scuttled this year.


    This has led to Randgold Resources taking another look at a possible merger with IAMGOLD, after having already considered a bid earlier this year.


    Randgold Resources CEO Mark Bristow said while his group was definitely looking at the opportunity, he "wants something that would make it attractive".


    "The interesting thing for me is how IAMGOLD's share price performs after this latest stumble," he said.


    The Toronto-based company's shares have fallen 12% this year, giving it a market value of $940,5m. It closed at C$8,05 on the Toronto Stock Exchange on
    Friday, a recovery from the drop to C$7,85 at which it closed the day before, and which was its lowest since August 12.


    Bristow said he would not risk his company if a possible merger could not add value to the group.


    A merger would get the support of one of Randgold Resources' major shareholders — South African-listed Randgold & Exploration. CEO Brett Kebble said if
    Bristow recommended a merger with the Canadian entity, "it would be supported".


    Bristow said that as the gold-mining industry went through a consolidation phase, mining companies should not lose sight of shareholder interest.


    The industry has seen at least two hostile takeover attempts this year. IAMGOLD was the target of a bid from US-based Golden Star Resources, while Gold
    Fields is still fighting off Harmony Gold.


    The failed merger with Gold Fields follows Golden Star Resources' hostile bid, which derailed IAMGOLD's planned purchase of Wheaton River Minerals. CEO
    Joe Conway said last week that he was still seeking a partner to boost output after the failed Gold Fields deal.


    Bristow said his company had not entered into talks with IAMGOLD. Bristow had held talks earlier this year with Conway but would not say why they failed.


    IAMGOLD owns a share of Gold Fields' Tarkwa mine in Ghana and AngloGold's Sadiola and Yatela mines in Mali. Randgold and AngloGold each own a 40%
    stake in Mali's Morilla mine. Randgold is also digging a mine in Mali and exploring in Côte d'Ivoire.


    "The struggle for me is to see where the value is. We can see the value in their cash and in Tarkwa, but the question mark remains the investments in western Mali,"
    said Bristow.


    Randgold has also had trouble, losing a bidding war last year for Ghana's Ashanti Goldfields to AngloGold.

  • Korrektur zu Ende!

    Bei PoG und GM gab es keine Korrektur.

    Minus 6% spielen hierfür keine Rolle.

    Erst bei minus 20% wäre was passiert.


    Im Ergebnis seh´ich das wie Bognair und sein Bauchredner.

    " Korrektur zu Ende!".


    Morgen abend wissen wir schon mehr


    gogh

  • Afrikander Lease

    Aflease isr eine Utopie.

    Eine Uranmine, die Anglo aussichtslos erschien, etablieren zu wollen.

    Als Beiprodukt Gold. Und umgekehrt.



    [Blockierte Grafik: http://www.glashauskultur.de/images/2003/camillec.jpg]

    Aber es ist eine Geschichte, die man gerne hört.

    so was verkauft sich.



    /Szenenfoto aus dem Kinofilm 1988 "Camille Claudel".

    Sie war Modell von Auguste Rodin 1840-1917, und nicht nur Modell.

    Selbst als Bildhauerin wurde sie erst post mortem (gestorben 1947)anerkannt.)


    Das waren noch Zeiten als die Männer die Frauen ausbeuteten

  • Lupos Schmuddelecke

    hab´nochmal meine Aflease 925277 aufgestockt.

    Mit HAR mach ich übrigens jetzt meinen 3. Durchlauf
    Jeder Durchlauf in eher kleinen Portionen aufgestockt und
    ebenso wieder verkauft. Der 1. Durchlauf war der lukrativste.
    Gekauft zwischen 3-5 verkauft 7-19.

    Igendwo kommt die Mopedflotte ja her.

  • Richmont Mines Inc./ RIC (TOR, NYSE)

    zeitgenosse,

    woher der Hass?
    ==============


    SIEGEL ist in meinen Augen ein Kenner.

    Davon gibt es sicher noch ein paar andere;

    außerdem ist er "der" Pionier.


    Die letzten Wochen hatte er jeden Tag eine

    GM analysiert und das Ergebnis veröffentlicht.

    Ich habe kein Problem damit einzuräumen,

    daß ich jede einzelne sorgfältig gelesen habe.

    Da ich hier eine davon die mir gelungen erscheint


    "vervielfältige", sehe ich es als Ehrenpflicht an,

    sorgfältig die Quelle zu nennen.

    Dafür lass ich mich gerne schimpfen.


    gogh


    PS:

    Herr Siegel ist übrigens viel weniger von RIC überzeugt als ich.

    Aber da müßte man schon konzentriert selber lesen......

  • Lupos Schmuddelecke

    "Huete in OZ............Blutbad..........die Kangaroos füllen ihre Beutel ........mit euerem Geld.........bis nach Dreikönig ist dort Funkstille. "


    Drei-Könige- also bis nach der Jahreswende-Pause - ; kann natürlich sein.

    Meine Erwartung ist anders . Vorher rappelt es gewaltig im Karton -volatil-; aber auch mit Ausschlägen ü b e r die 480$.

    Ist vielleicht Bödsinn. Dann bin ich eben falsch aufgestellt.


    Mopedfahren knattert so schön.

    Daauf fahren sie ab!!!!!



    [Blockierte Grafik: http://members.brabant.chello.nl/p.vanherk1/Kus.gif]

    Und dann kitzelt die Kohlensäure im Perlwein