Nanu, hatte jemand behauptet, KRY könne nie mehr um 10% steigen ?
Oder soll der Anstieg der endgültige Beweis sein, daß keine Enteignung droht?
[Blockierte Grafik: http://newsimg.bbc.co.uk/media/images/41038000/jpg/_41038062_chavez203ap.jpg]
More Elchtests to come.
Von einem, der in der UNO den Teufel am Schwanz festhält.
"I love Salsa"
Und ich liebe so langweilige Kursverläufe wie die von Crew. 
Good luck, Eldo
"Die Crew fiel kurz um 50% im Juni, was ist hier der Unterschied zu KRY."
Dort konnte ich bedenkenlos zuschlagen! 
Im Minewebartikel finden sich allerdings einige Belege, daß die Nationalisierung nicht entschädigungslos wäre. Da Chavez auch amerikanische Assets hat, müsste er das Einfrieren durch die Amerikaner befürchten. Allerdings: “He is unlikely to give a fair price, but it won’t be outright seizure without compensation.
Venezuela’s Chavez moves quickly to implement socialist, nationalization agenda
http://www.mineweb.net/american_notes/572848.htm
Mincor’s Expansion Is Far From Over
By Our Man In Oz
Five years ago the Australian nickel miner, Mincor, was criticised for being a one-mine wonder. Three years ago it was criticised for being a two-mine wonder. Soon, the critics will have to eat their hats because Mincor is on the way to becoming a six-mine wonder, with the possible addition of more mines from metals other than nickel in the mix, rounding out a profile which is becoming rather imposing. The rise-and-rise of Mincor is partially reflected on the Australian Stock Exchange where its share price has popped higher in two clearly defined spurts. In mid-2003 it rose from around A25 cent to A$1, and in the middle of 2006 it ran up to A$2 and is still trading at around that level having been higher. As the market digests the latest series of exploration and acquisition events, and layers them over a rock-solid production performance, it would not surprise to see a third period of re-rating.
...If all goes to plan, and necessary approvals are obtained, Mincor will cement itself as a long-term producer of at least 15,000 tonnes of nickel a year, with the potential to go to 20,000 tonnes – a number which doesn’t sound big but is actually 2 per cent of world nickel output.
....
Just how good this has been for Mincor can be seen in the 45 per cent increase in profit last financial year to A$29.3 million, with the promise of much, much, more to come.
Aus Minesite
>sogar die Venezuelanische Regierung hätte die gegenwärtigen Vertragsbedingungen voll anerkannt. <
Das ist leider total untergegangen. Dummerweise wird das auch nicht belegt.
> KRY nennt in einer Presseerklärung gelassen die Fakten<
Die Mine gehöre Crystallex ohnehin nicht, sondern dem Staat, KRY sei nur der beauftragte Operator und könne durch Enteignungen nicht betroffen werden.
Ob das so richtig beruhigend ist? Wenn der Staat Eigentümer enteignet, warum sollte ihn daran hindern, Operators die Genehmigungen zu entziehen?
Der Artikelschreiber behauptet, Investorenfreund Chavez würde für die Nationalisierungen Entschädigungen zahlen: certainly für die injured parties, denn: Chavez has more than enough money. Aber einen Beleg für seine Behauptung liefert er leider nicht.
Martin Siegel:
Die australische Croesus meldet den Verkauf der Central Norseman Mine für 66 Mio A$ an die britische Davos Resources. Mit dem Geld dürfte eine Sanierung der Croesus möglich sein. Allerdings sollen die Aktien im Verhältnis von 15 alten Aktien zu 1 neuen Aktien zusammengelegt werden. Anschließend soll eine Kapitalerhöhung durchgeführt werden, so daß Croesus als Explorationswerte weiter existieren kann. Wahrscheinlich werden dadurch etwa 90% des Gegenwertes der Croesus verloren gehen.
Na, den Blitzschlag wird Porgera überleben. DRD ist halt ein Pechvogel, der von Malheur in Malheur tappst.
Ich unterstelle, daß die Logistik von Barrick mehr als Einbäume aufzuweisen hat und die Wiederingangsetzung der Generatoren kein andauerndes Problem ist.
Warum sollte EMP in Insolvenz gehen? Schließlich soll der Porgeraanteil mehr wert sein als die aufgenommen Schulden.
Da der Aktienpreis der EMP in den Keller gerutscht ist, wird auch DRD seine Beteiligung berichtigen müssen. Aber das ist im jetzigen Kurs drin, kein weiteres Abwärtspotential.
Da ohnehin niemand mehr nach Gewinnen fragt, sondern nach Cash Flow bewertet wird, sind die Abwertungen irrelevant.
Sorgen macht mir da eher der stolpernde Goldpreis und das Wiedererstarken des Rands.
Wenn DRD tatsächlich Porgera verkaufen muß, wie im folgenden Artikel spekuliert wird, müßte man die Aussichten von DRD neu einschätzen.
Speculation mounts as DRDGold ponders asset disposal
http://www.miningweekly.co.za/min/news/today/?show=99689
Harmony vindicated over Bendigo
HARMONY Gold has taken plenty of flak in recent years so it’s only fair to note the group made the right call in Australia two years ago when it opted out of Bendigo Mining (Bendigo).
http://www.miningmx.com/gold_silver/568768.htm
Sieht so aus, als hätte hier der Explorerfuzzi und nicht die Quaker recht behalten 
Military takes gold mine
John McCarthy
January 08, 2007 11:00pm
EMPEROR Gold Mines executives have rushed to Fiji to meet military leaders after the army moved in and took control of the company's Vatukoula mine at the weekend.
The company announced the closure of the mine in early December because it was no longer economic, a decision that has been disputed by the new military Government.
[url=http://www.news.com.au/couriermail/story/0,23739,21028145-3122,00.html]Weiter...[/url]
DRDGold `under threat` from rivals
DRDGold Ltd said it has received `informal approaches` from rival mining companies and banks interested in buying some of its assets in South Africa and Papua New Guinea.
"DRDGold is under threat," the company`s strategic development officer Ilja Graulich told Bloomberg. "Because of the spread of our assets over the world, there are natural buyers for these operations."
...
Die können bei Drd genügend Trüffel finden.
-----------------------
Hat DRD neuen Operator für Vatukuola gefunden?
[miningmx.com] -- THE Fijian army has occupied Vatakoula mine owned by Emperor Mines Ltd, an Australian listed company in which South Africa's DRDGOLD has a 78.7% stake.
Bloomberg News reported that soldiers had moved into parts of the mine on January 6 after former employees removed documents from the site. "A team has been set up to make a fair assessment as to whether the mines are still economically viable,'' said Major Neumi Leweni, a spokesman for the military. They will need to look at data ... That's why the soldiers are at the mine," he said.
Emperor Mines said the mine would be closed last month because it was unprofitable just as the military took control of the country in a bloodless coup.
http://www.miningmx.com/wts/559268.htm
Falls Droopy interday wieder auf 30 Cent abschmiert, heißt es wohl zuschlagen!
Dr. Clive Goofy sollte uns mit einer neuen "professionellen" Analyse aufrichten, nächster Zwischenstop 10 $ und dann up,up and away!
Wer immer noch fürchtet, DRD könne aus dem Nasdaq fliegen, kann folgende
Yahoo-Boardmail lesen:
http://messages.finance.yahoo.…0&mid=349698&tof=30&frt=2
Nun hat es GPXM doch als erster geschafft, Molyproduzent zu werden. Moriaty hatte etwas gezweifelt.
Die Anlage ist soweit getrimmt, daß marktfähiges Molybdän hergestellt werden kann. Geld für die erste Lieferung ist auch schon da.
Aber erneut Streit mit der unsäglichen Win-Eldrich, die ihrer Zahlungenverpflichtung für das JV nicht nachgekommen ist. GPXM droht, den 40%igen WEXanteil um 9,5% zu reduzieren.
Obgleich das bedeuten würde, GPXM hätte dann fast 70% des Joint-Ventures statt nur 60%, fällt die GPXM-Aktie stärker als WEX. Schon erstaunlich.
Bei manchen IMR-Aktionären hat die letztjährige Behandlung nicht angeschlagen.
Da muß der Onkel/ Tante Doktor noch mal ran.
Simmers the Star Performer in South Africa's Resources Sector
By Charlotte Mathews
29 Dec 2006 at 08:04 AM EST
JOHANNESBURG (Business Day) -- A Combination of well regarded management and the opportunities presented by the strong uranium price made gold and uranium junior Simmer & Jack [JSE:SIM] the best-performing resources share on the JSE this year.
The Simmers share price rose almost fivefold, to 494 South African cents yesterday from 104 cents at the end of last year, after an eventful year that began with a dispute among shareholders that was resolved in May, and ended with the successful listing on the Toronto Stock Exchange of separate uranium subsidiary First Uranium.
...
Sanlam Investment Managers analyst Stephen Roelofse said yesterday that there were two reasons for the Simmers share price rise in the past year.
The first was that Simmers had a dynamic CEO in Gordon Miller, who investors believed would rescue Buffelsfontein and return the mine to profitability after the operations were put into liquidation by DRDGold [Nasdaq:DROOY].
The second was the listing of First Uranium in Canada as a 69%-held subsidiary.
Roelofse said he did not regard Simmers as a speculative share.
The uranium deposits are known at Buffelsfontein and Ezulwini, and the Buffelsfontein and Hartebeestfontein gold mines have been operating for many years.
The biggest question mark over Simmers is how successful it will be in extracting gold from its shaft pillar at Ezulwini.
“Apart from that, I don’t think there is any more risk in Simmers than in any other gold company at the moment,” Roelofse said.
The main upside potential for Simmers was how the market would value First Uranium, he said. The listing of sxr Uranium One [TSX:SXR] in Toronto a year ago — combining the South African gold and uranium assets of Aflease [JSE:AFO] with those of Southern Cross Resources — had witnessed a strong appreciation in the share price of the combined entity, Roelofse said.
If the uranium price continued to perform at current levels, there was still value to be unlocked in Simmer & Jack, he said.
http://www.resourceinvestor.com/pebble.asp?relid=27640
Simmers Completes Fund Raising, Lists on TSX
JOHANNESBURG (I-Net Bridge) -- Simmer & Jack [JSE:SIM], the gold and uranium company, says it has completed the C$203 million (R1.264 billion) fundraising for its First Uranium subsidiary, which began trading on the Toronto Stock Exchange in Canada today under the symbol FIU.
http://www.resourceinvestor.com/pebble.asp?relid=27391
Kursziel von 5 Rand erreicht.
Ab Threadstart am 13.1.06 +200%
Lief halt etwas besser als bei DRD
DISPOSAL BY METOREX OF ITS 74% INTEREST IN BARBERTON MINES (PROPRIETARY)
LIMITED ("BARBERTON") TO PAN AFRICAN RESOURCES PLC ("PAN AFRICAN")
Key Highlights:
* Reverse takeover of Pan African by Metorex
* 74% interest in Barberton disposed of by Metorex for approximately
R500 million in exchange for 55% stake in Pan African
* Pan African quoted on AIM and to be listed on JSE
* Pan African is a gold exploration company with activities in
Mozambique and the Central African Republic
* Establishment by Metorex of a controlling stake in a focussed gold
entity
* Strong geological expertise in Pan African
* Barberton exploration potential to be developed
Charles Needham, CEO of Metorex said:
"This transaction is a great opportunity for Metorex to expand its gold
interests into exploration and to house this in a separate listed company.
Pan African has some excellent exploration assets and their geological
expertise will help us to fast track the development of our own exploration
at Barberton."
--------------------
@Eldo,
na denn; hoffentlich machen´s besser als Siemens
DRDGOLD may delist Emperor
http://www.miningmx.com/profiles/520388.htm
“One option is making an offer to buy the shares of minority shareholders in Emperor Gold and bringing the assets back into the fold,” said Wellesley-Wood. That would be highly controversial and would leave investors scratching their heads as to DRDGOLD’s efforts for most of this year.
...
Without it [ Vatukoula] , said Wellesley-Wood, Emperor looks “pretty weak”.
..
Wellesley-Wood has been the one constant in DRDGOLD's recent history. But one wonders if shareholders have paid too much for his resilience[Belastbarkeit] .
“I can think of about six occasions when the company almost died,” he said. 
Junior Miner Jumps on Record Earnings
Friday, December 15, 2006
By Sean Mason
Orvana Minerals (TSX: T.ORV, BullBoards) shares shot up 21% to 74 cents on Friday after the miner reported fiscal 2006 earnings of US$15.7 million, or $0.14 a share, on revenue of $44.9 million, compared with earnings of US$8.9 million, or $0.08 a share, on revenues of US$29.4 million during fiscal 2005.
http://www.stockhouse.ca/shfn/article.asp?edtID=19112
Heute Jahreszahlen von ORV.
KGV von unter 4!
KGV after Evo Morales allerdings nicht berechenbar.
Die wollten doch schon längst Gold produzieren!
Was ist passiert?
Aber der Aktienkurs, oho!
