Beiträge von gogh

    aus "The Australian Mining Journal" am 04.06.04



    WA CYCLONES CURB GOLD PRODUCTION
    ===========================


    Australia's gold output fell sharply in the March 2004 quarter as heavy rain from tropical cyclones dislocated production at many gold operations in Western Australia during the period, Melbourne-based Surbiton Associates said in its latest quarterly report.


    March quarter gold output totalled 64 tonnes (2.1 million ounces), down 9 tonnes (12 percent) from the previous quarter's production. Output was 4 tonnes (7 percent) lower than the March quarter in 2003.


    “Production was expected to be down due to the extraordinarily wet weather,” said Dr Sandra Close, Surbiton's managing director. “It ended up being the worst quarter in about ten years.”


    Despite the poor start to the year, Dr Close said that the downturn should only be temporary and overall the upward trend in gold production remains intact.


    “In 2003 Australia displaced the United States as the world's second largest gold producer,”



    Dr Close said. “Australia should be able to maintain this ranking in 2004.”





    Cyclone Monty hit Western Australia in late February and Cyclone Fay followed in mid to late March. Production was affected at most operations and some reported extreme weather conditions.


    Placer Dome's Wallaby open pit near Laverton suffered a “massive rainfall event” in late February, while at AngloGold Ashanti's nearby Sunrise Dam pit, access to the high grade areas was limited for almost half of the quarter. Cyclone Fay dumped 360mm (over 14 inches) of rain on Telfer in 48 hours in late March, which Newcrest Mining Ltd described as being “in excess of a 100-year event”.


    “In all, the industry treated almost 2 million tonnes of ore less than in the previous quarter,” Dr Close said. “Grades were also down as lower grade stockpiled material was used to maintain throughput.”


    Dr Close said that another factor contributing to the low result is that the January to March period has fewer days than the other quarters. About three-quarters of a tonne (around 25,000 ounces) of gold are produced in Australia each day.



    Also contributing to the downturn in the March quarter


    were the closure of Sons of Gwalia's Gwalia treatment plant


    and Placer Dome's Kundana plant, plus mechanical problems at several operations.






    The top five producers for the March quarter 2004 were:



    Operation
    Ounces
    Owner

    Super Pit – JV
    204,424
    Newmont Mining Corp 50%, Barrick Gold Corp 50%

    Tanami/Groundrush*
    165,400
    Newmont Mining Corp

    St Ives
    131,786
    Gold Fields Ltd

    Ridgeway
    97,572
    Newcrest Mining Ltd

    Sunrise Dam
    86,582
    AngloGold Ltd


    * two plants


    Surbiton Associates' gold production figures include all gold produced in Australia from gold mines and by-product gold produced from base metal mines.


    Dr Close stressed that the recent January to March quarter was unusual and did not herald an overall downturn in the industry.



    “At least another 30 tonnes or 1 million ounces of annual capacity is scheduled to come on stream by end 2004,” Dr Close said. “That's why the overall production trend is still expected to be positive.”


    While the redevelopment of Telfer will provide much of this extra capacity, redevelopment of Cracow and Perseverance and the new mill at St Ives will also make significant contributions.


    “Despite this favourable outlook, most of the extra ounces are from


    redevelopment of known deposits,”


    Dr Close said. “Exploration for new deposits must remain a top priority.



    AJM Magazine





    gogh

    So schnell kann´s gehen.


    [Blockierte Grafik: http://troms.kulturnett.no/riddu2001/sister_frigid/images/DSCN0112_JPG.jpg]


    Und nach der Metamorphose:


    [Blockierte Grafik: http://www.aussiepappy.com/autographs/eaton.jpg]



    Harmony hat die "Zustimmung" erhalten um die

    außenstehenden restlichen ABELLE-Aktionäre

    rauszukaufen (2 Aus$ wie das freiw. Gebot).


    Wem das nicht paßt kann in Australien

    gegen eine Südafrik. GM vors Gericht ziehen.

    Perfekte Enteignung mit (Teil)Entschädigung.




    Harmony hatte mehrmals

    in Zeitabständen Abfindungsangebote

    offeriert und zuletzt ca. 97% der ABELLE

    im Besitz.





    Alles im Fluß Oder Pantha Rhei



    [Blockierte Grafik: http://medlem.spray.se/forever007/bilder/felixleiter4.jpg]




    gogh

    03.06.04 aus Business Day
    ================



    Russian tycoon circling Gold Fields
    ======================


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

    By John Helmer


    MOSCOW -


    Vladimir Potanin, the controlling shareholder of Norilsk Nickel, may have begun a bid to take over Gold Fields.


    Potanin may have bought new shares to add to the 20% stake which he acquired on March 29 through Norilsk Nickel and its London affiliate, Norimet.


    The apparent share-buying move was disclosed last week by a Moscow mining industry source, but Gold Fields and market sources agree that it would be a long shot for the Potanin group to be buying Gold Fields shares just yet.


    They also agree that it would be very hard to detect if they are.


    A market source told Business Day the average daily value of Gold Fields trading in New York over the past year has been about $25m.


    The source says if Norilsk Nickel, its holding company Interros, Potanin or a related party were buying the shares without moving the market, they would probably be aiming at a buy rate of between 10% and 15% of that value per day. That totals a maximum daily acquisition of about $4m.


    Buying at that rate to build up the Russian stake to 30% of Gold Fields would take between three and four months, which is not impossible, the source says.


    "But you would have to file with the SEC (Securities and Exchange Commission) every few days that another 1% was accumulated."


    Gold Fields, for its part, said earlier this week it was unaware of any additional purchase of its shares by Norilsk Nickel other than the 20% purchased from Anglo American.


    Potanin's spokeswoman Nina Dementsova was evasive when asked to confirm or deny whether Potanin, Interros or related parties have been buying Gold Fields shares. "Interros has never purchased any shares of Gold Fields," she said.


    Sergei Polikarpov, investment relations spokesman for Norilsk Nickel, refused to respond to any questions.


    The text of the March 29 2004 purchase agreement was attached to a filing by Norilsk Nickel unit Norimet to the US Securities and Exchange Commission in Washington on April 7. Also attached was the text of the borrowing agreement between Norilsk Nickel and Citibank, dated March 30 2004. These funds, plus $316m in Norilsk Nickel's cash, were used to fund Norimet's purchase of the Gold Fields stake from Anglo American for $1,16bn.


    The deal is the largest Russian corporate purchase of an offshore asset. It is the largest Russian investment in a South African asset.


    The SEC disclosures represent the first time major Russian corporate transactions have been exposed to public scrutiny.


    Norilsk Nickel is the world's leading producer and exporter of nickel and palladium; it also sells large volumes of copper, gold, and cobalt. It is the principal global rival to SA's platinum producers.


    The group said yesterday that 2003 profit rose 47% as it mined more metals amid rising world prices. Net income rose to $861m last year, from $584m in 2002, under international accounting standards, the company said in an e-mailed statement. Sales rose 68% to $5,2bn.


    "The main reasons for the increase in sales were bigger export volumes, as well as higher average prices for base metals, gold and platinum group metals except palladium," Norilsk said.


    Norilsk executives said again in London last week they would not remain a passive portfolio investor in Gold Fields. Several plans were under discussion with Gold Fields executives, when CEO Ian Cockerill visited Moscow at the end of April.


    Business Day





    gogh

    es gibt gleichzeitig andere Zivilisationen, die mit

    der Comex und dem in der Renaissance in

    Oberitalien kreierten Bankwesen nichts gemein

    haben.


    Die sind immun.


    Da sind die Chinesen, die mit den Langnasen

    noch die Opiumkriege nachbesprechen werden

    (und ihre Toten bei der Bombardierung der

    Chin. Botschaft 1999 in Belgrad um ein Beispiel zu

    nennen.)


    Es gibt alttetamentarisch strukturierte Strömungen

    in den Islamischen Ländern. Es gibt zeitgenössische

    Opfer des Westlichen Systems, auch im System selbst.


    Das wird nicht monokausal funktionieren.


    Gruss

    gogh

    Altes Zitat (01.12.03) aus Konkurrenzboard von User SACCARD.

    hatte danach gesucht und kann das hier leichter "parken und


    wiederfinden".




    Wer was damit anfangen kann, gerne.

    Ansosnten einfach ignorieren.

    Gibt sogar eine spezielle Funktion für automatisches "Ignorieren"


    gogh

    " Die Präsident Steyn Mine ist zwar absoluter Schrott, aber der nördliche Distrikt ist sehr interessant und hat die meisten Reserven. Und er ist das einzige Verbindungsglied von Target/Target North (Harmony baut evtl. eine 1 Mrd. teure Mine dort) zu den schlechten Free State Minen von Harmony, was interessante Steueraspekte beinhaltet (Target und die schlechten Harmony Minen würden mit den Freddies von Thistle EINE große Mine unter Steueraspekten bilden).


    Die Bewertung ist aktuell bei US\$22/Reserveunze und US\$300/Produktionsunze. Bei den " versprochenen" Produktionszahlen von 600000 ozpa wären es sogar nur US\$110/Produktionsunze."

    BBC vom 29.05.2004
    =============



    Friday, 28 May, 2004, 21:53 GMT 22:53 UK




    UN fires on DR Congo army rebels


    UN peacekeepers are struggling to end the fighting in Bukavu
    UN peacekeepers in the Democratic Republic of Congo have opened fire on a rebel faction of the Congolese army.
    The clash occurred in the eastern border town of Bukavu, where the UN has been trying to end clashes involving regular troops and rebel soldiers.


    The unrest has caused about 2,000 people to flee to neighbouring Rwanda in recent days.


    On Friday a UN helicopter gunship fired a rocket at supporters of former rebel commander Colonel Jules Mutebusi.


    The incident came on the third day of fighting between his men and other units of the Congolese army.


    Looting and raping


    Under a peace deal agreed last year, all the Congolese warring factions were supposed to unite as a single army.



    Former rebels are being integrated into a new national army
    But violence between the two sides first broke out on Wednesday evening - there are contradictory reports over who started the fighting.


    On Friday UN peacekeepers accused Colonel's Mutebusi's troops of looting and raping civilians.


    The UN has warned that the rebel soldiers will be forcibly disarmed if they do not return to their barracks.


    The BBC's Robert Walker in Bukavu says the latest clashes underline the continuing difficulties in integrating former rebels into a unified national army.


    Colonel Mutebusi and most of his troops are from the Banyamulenge ethnic group.


    Most of the refugees who have arrived at a camp near the town of Cyangugu in Rwanda are also Banyamulenge.



    gogh

    nach genau 1 Monat (28.04-28.05.2004)

    schauen wir nach bei den Kaffern:


    (siehe Posting 1)


    in US $
    =====



    ................28.04.04..................... 28.05.04


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


    Durban (Drooy) 2,70 .....................2,96


    Goldfields (GFI) 10,30 ..................11,73


    Harmony (HMY) 11,02 ..................11,96


    Iamgold (IAG) 4,88 ... ....................5,64



    gogh

    gleich und gleich gesellt sich gern.
    =====================


    Iamgold mit Wheaton das wäre hetero.

    Aber:

    Iamgold mit Golden Star

    und

    Wheaton mit Coeur

    die beiden merger funktionieren nach den neuen Partnerschaftsgesetzen



    gogh


    der das ernsthafte nie ernsthaft formulieren kann

    Vorsicht:
    =====


    kein aktueller Artikel, genaue Quelle nicht bekannt
    ====================================



    Thistle talks up President Steyn`s prospects
    ===========================




    February 11, 2004


    Cape Town - Thistle Mining, the Canadian junior gold producer that owns the President Steyn gold complex in the Free State, aims to become one of the top 10 producers by tripling its annual output to 600 000 ounces in the next two years.


    Willie McLucas, the president and chief executive of Thistle, plans to double existing South African output from a marginal 220 000 ounces to 400 000 ounces of gold a year.


    Participating in this year`s Investing in Africa Mining Conference, Thistle last week said it had discovered a significant new resource at the complex.


    The Distal Eldorado discovery, amounting to 26 tons of gold, comes in the nick of time with the original complex almost completely mined out.


    Believed to be the largest gold field in the world, the area that is home to President Steyn has produced about 200 million ounces of gold since the 1950s.


    McLucas claimed there were about 150 million ounces left. The company believed it had only explored 15 percent of the reef.


    The President Steyn mines are among the only gold mines in the area not owned by Harmony Gold, the largest producer of gold from South African mines.


    Harmony consolidated the Free State gold fields in under a year through a merger with ARMgold, its partner in the Freegold Joint Venture, and later by participating in a massive three-company deal with Anglovaal Mining (Avmin).


    Once complete, the intricately linked transactions making up the Harmony-ARM-Avmin merger will deliver the Target gold mine into Harmony`s hands.



    This means President Steyn, discarded by local majors as an exhausted asset, will be surrounded by Harmony mines.


    What is more, McLucas`s team has set its sights on an exploration target just south of Target.


    Making no mention of a sale but having admitted on previous occasions that everything was for sale at the right price, McLucas said Thistle would press on with its Eldorado Massives project. The development is reportedly already in production.


    Through the process of continuous development in the northern section, Thistle has increased its resources base but the 15 percent lower gold price of R85 000/kg has forced the company to restate its reserves.


    Excluding the discovery, reserves stand at 2.7 million ounces compared with 3.2 million ounces reported in October 2002.


    Canaccord Capital said last month that Thistle was losing close on \$1 million a month as a result of the strong rand.


    Mike Jones, the mining analyst at Canaccord, said the C\$44.7 million (R233 million) raised by Thistle via a warrants issue in January satisfied a " funding gap" that would plug negative cash flow until the newer sections at President Steyn could contribute.


    Thistle has not yet concluded an empowerment deal, but McLucas told Minesite that the company would involve a trade partner and its own workers for a portion of the transaction.


    President Steyn employs about 5 000 people.

    Hypothekengewinnabgabe
    ==================


    Um den Gewinn, welchen Hypothekenschuldner nach der Inflation 1923 durch die Entwertung deren Schulden gemacht hatten, fiskalisch abschöpfen zu können, wurde die Hypothekengewinnabgabe geschaffen. Nachdem diese Steuer zum 01.01.1943 durch Zahlung eines Ablösebetrages gegenstandslos wurde, lebte sie nach dem 02.09.1948 wieder auf. Die Abgabe wurde zum 31.12.1979 abgeschlossen


    Ist mir vor vielen Jahren mal begegnet. Soweit ich mich erinnere

    wurde ein Prozentsatz der Hypotheken, die durch Währungsreform

    entfielen (getilgt waren, galten) als Steuer von den Grundeigentümern

    erhoben.


    Gruss

    gogh

    Wheaton, Iamgold Receive Separate Takeover Bids (Update4)
    =======================================



    May 28 (Bloomberg) -- Wheaton River Minerals Ltd. and Iamgold Corp., which plan to combine next month to create Canada's No.4 gold producer, received takeover offers from two U.S. rivals that threaten to delay or derail the $2.7 billion merger.


    Coeur d'Alene Mines Corp., which hasn't reported profit in seven years,
    ============================================
    yesterday bid $1.8 billion in stock and cash for Vancouver-based Wheaton River. Golden Star Resources Ltd. offered to buy Iamgold in a stock swap valued at about C$2.1 billion ($1.53 billion) to add to its mines in Ghana.


    Iamgold and Wheaton River agreed to combine two months ago to boost production after bullion prices reached 15-year highs, and to create a company with a combined market value of C$3.7 billion, making it more attractive to fund managers who invest in larger companies.



    ``Coeur d'Alene and Golden Star have got their heads together and


    said what can we do about this?'' said David Haughton, a mining analyst


    with Global Mining Research in Sydney.



    They plan to ``split the spoils with Golden Star going for Iamgold, because they both have assets in West Africa, and Coeur d'Alene saying it will take Wheaton.''


    Coeur, the world's top silver producer, and Golden Star agreed to pay the net amount of a so-called break fee that the target companies would be obliged to pay, Coeur said in a statement.


    Iamgold and Wheaton River agreed that should one of the companies


    accept a higher bid from a rival, the other would pay 3 percent of its


    market value as compensation. That would equate to about $50 million


    for Wheaton and $24 million for Iamgold.




    ``Our offer is completely independent of any offer from Golden Star for Iamgold,'' Coeur Chief Executive Officer Dennis Wheeler said in an interview.


    Offer


    The Coeur d'Alene, Idaho-based company's offer values shares of Vancouver-based Wheaton at $3.28 or C$4.50, the company said in a statement. The proposal includes $133 million in assumed debt. Wheaton River shares yesterday rose 6 cents to C$3.96 in Toronto.


    Wheeler said Coeur's offer is superior to Iamgold's, which values Wheaton River shares at $4.06, based on Thursday's stock closing prices. Wheeler made Coeur's offer in a letter to Wheaton CEO Ian Telfer. Wheaton River spokeswoman Julia Hasiwar wouldn't comment.


    ``There aren't any readily apparent economies of scale or synergies certainly between Coeur d'Alene and Wheaton,'' said Mark Johnson, who helps manage $315 million in the USAA Precious Metals and Minerals Fund in San Antonio.



    Both Coeur and Golden Star need to show ``some evidence that there are synergies and that the acquirer is bringing something to the table besides over-priced paper,'' he said.


    Quadrupled


    Shares of Coeur rose 3 cents to $5.06 in New York Stock Exchange composite trading and have almost quadrupled in the past year. Shares of Littleton, Colorado-based Golden Star has surged 140 percent in the past year. Yesterday, the stock rose four cents to C$7.24.


    Wheaton has more than doubled its market value to C$2.25 billion in the past two years as it spent $967 million buying mines and stakes in projects in Argentina, Australia, Brazil, Canada and Mexico, according to Bloomberg data.


    ``At least three of these four companies are looking at creating another major mining company,'' said Jurg Kiener, chief investment officer at Swiss Asia Capital Ltd. in Singapore, which owns shares in all four companies. ``Without merging, there's no way they're going to be able to do that.''


    Silver Surge


    Coeur, whose long-term credit rating was increased two levels to B- by Standard & Poor's last month, said it plans to merge its silver mines with Wheaton's in South America and Mexico to boost annual production to more than 22 million ounces amid rising prices for the precious metal.


    The price of silver for immediate delivery has risen 34 percent in the past year. It traded at $6.225 an ounce at 1:43 p.m. Sydney time.


    Shareholders of Toronto-based Iamgold would receive 1.15 shares of


    Golden Star for each Iamgold share they own, Golden Star said in a


    statement. That values Iamgold at C$8.33 a share, or 13 percent more


    than its Thursday closing price of C$7.38.




    Golden Star would gain Iamgold's West African and South American mines and form a company with a combined production capacity of about 800,000 ounces in 2005, Golden Star said in the statement.


    Wheaton River shareholders are scheduled to meet June 8 to vote on the Iamgold acquisition. Iamgold Chief Executive Officer Joseph Conway wasn't available for comment.


    Earlier this month, Coeur said its first-quarter net loss narrowed to $3.03 million as silver prices rose.



    To contact the reporter on this story:
    Dan Lonkevich in New York at dlonkevich@bloomberg.net


    To contact the editor on this story:
    Patrick McKiernan in Princeton at pmckiernan@bloomberg.net
    Last Updated: May 28, 2004 00:50 EDT

    Golden Star unterbreitet Konkurrenzangebot zwecks merger

    mit Iamgold.

    Das macht es den Iamgold-Aktionären leichter, das

    Wheaton Angebot im Juni auszuschlagen.


    Iamgold kann gut alleine stehen. Aber wenn schon

    merger, dann lieber Golden Star.



    gogh

    @Hpoth,

    dafür hast Du ein feines Essay über "das Paradies" geschrieben.


    PEN-Club und DaDa-Malschule wär´ wohl etwas zuviel aufeinmal.



    gruss


    gogh

    soweit die Füße tragen


    [Blockierte Grafik: http://www.latal.de/elmar/flucht.jpg]


    Emotionen wie diese sind zur Zeit kursprägend.

    Und vergeßt nicht. Dem Huhn sind die Federn nicht ausgefallen.

    Aber es ist der Legebatterie entflohen.

    Bald wird es im Staub scharren und sich über tausend Dinge wundern.



    gogh

    "Roulette ist ein Gluecksspiel und unterliegt klaren fixen Wahrscheinlichkeiten. Aktien- oder Hedge Fond Investments hingegen nicht."


    So kann man´s formulieren.


    gogh

    Genau, was im Artikel steht hat die Frau gesehen.

    Es ist das was kolportiert wird.




    [Blockierte Grafik: http://sfr.ee.teiath.gr/htmSELIDES/Art/Photos/Kaut/images/031froschkoenig.jpg]


    Trennt man zwischen Tatsachenbehauptungen und Bewertungen derselben, ist der Artikel aufschlußreich.



    Und um mich völlig zum Narren zu machen:

    Selbst wenn durch einen Aktiensplit 90% des Eigenkapitals abgeschrieben würden
    und die jetzigen Aktionäre nach der
    Kapitalmaßnahme nur noch 10% an THT hielten,
    wären sie Froschkönig.

    (so ein Märchen war die Kanadische TVX vor ca. 3 Jahren)





    gogh