Beiträge von Ulfur

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

    Droopy legt den Spotpreis des letzten Quartals zugrunde, während die seriösen SA-Firmen den 3-Jahres-Durchschnittspreis nehmen.


    Anglo geht z.B. im letzten Jahresbericht von $375/oz und R94,765/kg aus, Droopy von 582$ und 117.000 R.


    MWW: "I think it is conservative"
    "This was on a rand gold price of about R117,000/kg compared to a current rand gold price of up to R143,000/kg."


    Dazu:
    Higher gold price boosts DRDGold’s reserves
    http://www.mineweb.net/sections/gold_silver/705750.htm

  • Welche Goldminen sind letzte 2 Wochen stark gefallen?

    Zu Gogh´s Investmentkriterien paßt wie die Faust aufs Auge:



    De Beira Goldfields :D


    In den letzten 2 Wochen knapp 50% gefallen.


    >Ecki: Ich gebe mich keinesfalls mit den von Goldfields geschätzten 7 Mio. Unzen Gold zufrieden.


    Rohstoffraketen.de: Mit welchem Unzen-Potenzial rechnen Sie denn insgeheim?


    Klaus Eckhoff: Ich will keine Zahlen nennen zum jetzigen Zeitpunkt. Aber auf jeden Fall mehr.


    Fazit und aktuelle Einschätzung: Die Wertpapierexperten von "Rohstoffraketen.de" sind der Ansicht, mit De Beira Goldfields, dem ersten reinrassigen Goldexplorer, den sie in ihr Musterdepot aufgenommen haben, scheinbar einen absoluten Volltreffer gelandet zu haben.
    http://www.aktiencheck.de/arti…ysen-Ausland-1287215.html


    Freut mich immer, helfen zu können. :D

  • IMA - Das Urteil

    Gogh,
    da Du mich schon direkt ansprichst :D : I was screwed too.


    Mit dem Mainstream im Forum geschwommen, ohne mich selbst eingehend zu informieren. Was mich dennoch anflog, hat mich schon lange an IMA´s Rechtsposition zweifeln lassen; aber leider keine Konsequenzen gezogen.


    Da war der ausführliche Lucas Report, wenn auch parteiisch zugunsten AQI, aber Ima hatte dem nichts gegenüber zu setzen. Da waren die Vernebelungen, oder wie die Richterin andeutet, Lügen, wie IMA das Vorkommen entdeckt hat. Dann war der Vorgang an sich ziemlich schlitzohrig, Daten von Newmont zu verwenden, um sich Claims abzustecken, aber auf den Ankauf der Liegenschaften von Newmont dankend zu verzichten. Ob die Vertraulichkeitsverpflichtung rechtlich bindend war oder nicht, können nur Juristen entscheiden; moralisch einwandfrei war der Vorgang nicht. Der Ausgang entspricht meinem Rechtsempfinden.


    Aber wie Arthur S. sagt: Kein Geld ist besser angelegt als das, um das wir uns haben betrügen lassen, denn wir haben uns dadurch unmittelbar Klugheit eingehandelt. Ich bemerke auch schon, wie mein Denkvermögen einen Sprung nach oben gemacht hat:


    Vertraue keinem sizilianischen CEO ! :D
    Bedenke das Ende! bei Alles-oder-Nichts Spekulationen. Das Hausen über Abgründen ist nichts für faint-hearted wie mich.
    Erlittene Verluste schmerzen mehr als entgangene Gewinne.
    Eigene Analyse unumgänglich: eigene Dummheiten sind entschuldbarer als fremde.


    Weiteres Salz für die Wunde:
    Analyst Urges Caution After Aquiline Decision
    http://www.resourceinvestor.com/pebble.asp?relid=21709


    Da es im Forum immer noch Quaker gibt, die unserem Klinsi ans Bein pinkeln wollen: Er ist in meiner Achtung gestiegen, da er sich den Stars- und Sternchenorden vom Grinsipräsidenten per Post nachschicken läßt. Wird wohl bald bei bei Ebay angeboten :D

  • IMA - Das Urteil

    Analyst Mustard said his company dropped coverage of IMA after the court's decision was announced.


    ''We think that the wording and the judgment was fairly strong,'' he said, adding that Haywood Securities does not cover Aquiline.


    Mustard said he disagrees with some analysts who suggested the court unreasonably awarded full ownership to one company - a rare occurrence in the industry.


    He said he believes the court relied on a 1989 ruling that found Lac Minerals Ltd. illegally used confidential information from Corona Corp. to hold a mine in trust.


    ''The reality is if there was a breach of confidentiality and the court clearly said that the acquisition of Navidad resulted from that breach, then arguably the court has no leniency [Nachsicht] at all in splitting up the ownership now,'' he said.


    He added: ''I think the market has told us what they believe is the final outcome here.''
    Aus:
    Aquiline Shares Skyrocket, IMA Plummets After Navidad Ruling
    http://www.resourceinvestor.com/pebble.asp?relid=21671

  • Golden Phoenix Minerals Inc. WKN 909 038 ISIN US3811491030 GPXM

    Aus dem Stockhouse Board, Telefonat mit Vizepräsidet Rob Martin:


    Even though he's currently outta town for 2 weeks and in Honolulu if I heard him correctly, but I reached him on his cell phone.


    Generally good news from him all round and there should be no fundemental reason for the small shareprice drop in GPXM, and slight WEX drop today except day traders. Rob says he heard from his sources as of a few days ago there were currently no negative POO comments, and he doesn't expect any. He said Ashdown has a very small ecological footprint of very minimal acerage, in an isolated non-environmentally sensitive area, and if it can't be permitted then what can!?


    He says Ashdown's far away from the nearest population and that for ex) polluting a drinking water source certainly isn't a problem. He said that the POO comment period ended July 6 and the only complaints possible now would have to be post stamped before this. He did say environmental groups sometimes like to put in negative comments right at the end of the period to give companies less time to react to them, but that he sees this as very unlikely!


    I asked him when a possible PR could be about the final permit and he says most likely not until its all wrapped up, maybe around Aug 20, although an earlier one's possible.


    A much closer event will be mill completion, and beginning bulk sample milling. All thats needed for this now is the Occupancy permit which Rob says is guaranteed, but just needs things like a wheelchair ramp, and public washrooms completed which should be done shortly. Several hundred tons of moly ore from the north zone are waiting for this to begin processing!


    Rob says GPXM is still in legal discussions with WEX for a share of the moly stock pile we profited on, but he's not sure how this will turn out.


    Regarding the 2-hour presentations in New York and Boston Rob did with Dave Caldwell a few months ago, Rob said he thought these were very successful and might be continued in the future. He said they didn't have the desired affect at the time because they happened right before the recent resource stock crash, but that many were still very interested in the company. This would obviously have a similar affect on WEX.


    Anyway overall Rob sounded very positive and upbeat about Ashdown's permits, bulk sampling and future in general over the next few months, implying that exciting times for the company are ahead! He explained however that he felt the share prices of GPXM/WEX might not reflect these positive events with summer doldrums so much in play, and also a bit of a wait on the permit process.


    The general message I got was Ashdown is going to be great but people just need to be patient! He certainly calmed any worries I might've had.


    These summer doldrums are a Superb buying opportunity of both WEX and GPXM IMO, though I have loaded up more on WEX with their miniscule market cap vs. expected cash flow!
    http://www.stockhouse.ca/bullb…12591&t=0&all=0&TableID=0

  • Oxus Gold Plc. WKN 662 578 ISIN GB0030632714 OXS

    ALMATY, May 30 (Reuters) - Global Gold GmbH, an Austria-based private equity vehicle, said on Tuesday it had signed a joint venture contract to mine Kyrgyzstan's Jerooy goldmine and was surprised at a rival offer from Oxus Gold Plc.


    Britain's Oxus has been waging a campaign to recover its licence to operate Jerooy, the Central Asian state's second biggest gold deposit, since it was revoked in 2004. On Monday it said it had offered state gold company Kyrgyzaltyn new terms.



    Global Gold's management firm Strategic Investment Group (SIG) and Kyrgyzaltyn both said they had signed a contract last week giving Global a 60 percent share and Kyrgyzaltyn 40 percent in a joint venture and were waiting for an operating licence.


    Oxus's new offer is for a 50-50 joint venture, better terms for Kyrgyzstan than the previous deal where it held 67 percent. Global Gold's managers expressed surprise at the move.


    "I am somewhat puzzled because we felt we were not in the middle of a tender or an auction between two parties and now it appears like there's an auction for a licence," SIG Managing Director Jack Barbanel told Reuters.


    "If Oxus felt that this was such a good deal that it was worth doing a 50-50 joint venture with the Kyrgyz government, why hasn't this deal been offered over the past number of years that Oxus has been working with the government?" he said.


    According to Oxus estimates, Jerooy could yield 170,000 to 180,000 ounces of gold a year.


    The gold row has been dragged into a wider feud between the government of President Kurmanbek Bakiyev, elected last July after violent protests ousted his predecessor, and the country's parliament, elected in a flawed poll that sparked the protests.


    Parliament on Monday passed a resolution supportive of Oxus calling for the government to observe laws on open tenders. British Prime Minister Tony Blair wrote to Bakiyev in January urging him to reinstate Oxus's licence.


    LOBBYING


    "It's a shame this project is becoming a political ping pong ball," Barbanel said by telephone from New York. "It's becoming a very messy situation and that increases my worries."


    He said Global Gold believed the government had the right to decide on the project without parliamentary involvement.


    As part of negotiations with the government that started in November, it has offered to arrange a low interest loan of $500,000 to pay wages for the 700 workers at Jerooy, where work has been suspended since February.


    The head of Kyrgyzaltyn, Almazbek Jakypov, told Reuters the company had used $300,000 of the loan to pay two months of wages for the workers.


    Global Gold had also offered to buy out the value of Oxus's investment in the Jerooy site and their equipment.


    Barbanel said Oxus had offered to "walk away" for $120 million but Global Gold turned the offer down as it believed this represented more than Oxus had invested to date. He added the "door remains open" for further talks on the subject.


    He said Global Gold, the identity of whose investors has not been disclosed, was ready to start work at Jerooy as soon as it received a licence to operate. "We depend on production because we have to show a return to the investors," he said. (Additional reporting by Olga Dzyubenko in Biskek)


    Vorerst konnte Oxus Gold per Gerichtsverfügung die Regierung hindern, Minenrechte an Global Gold zu vergeben.

  • Oxus Gold Plc. WKN 662 578 ISIN GB0030632714 OXS

    LONDON: 7 July 2006 - Oxus Gold plc (“Oxus” or “the Company”) is greatly shocked and saddened to learn of the shooting of Mr Sean Daley in Bishkek in the early hour of this morning.

    Mr Daley is a long-term resident of Kyrgyzstan and since April 2006 has been leading the negotiations with the Kyrgyz Government on behalf of Oxus with regard to the Jerooy Gold Project.

    Mr Daley knows the Kyrgyz Republic and its people very well. He has developed good relationships with Government officials and is a well respected member of the business community in Bishkek. Mr Daley is currently in a stable condition in
    hospital....


    Glaube, Gogh hat mal erläutert, daß bei einer russischen Entenjagd Unfälle vorkommen können. Vielleicht war das Shooting bei einer solchen Gelegenheit. :D

  • Thai Guru's Gold und Silber ... (Informationen und Vermutungen)

    Zitat

    Saccard: Inzwischen hat Deutschland ein 4.1% Haushaltsdefizit verglichen mit 2.7% in den USA.


    Für 2006 siehts ziemlich ausgeglichen aus: Deutschland womöglich unter 3%,
    USA 3,2%.


    http://de.news.yahoo.com/29062…eglich-unter-prozent.html
    http://www.auswaertiges-amt.de…teStaaten/Wirtschaft.html


    Steinbrück hat wg. der Steuererhöhungen kein Interesse, die Haushaltslage rosiger als tatsächlich erscheinen zu lassen .

  • SA Minenhaus: Metorex

    Ruashi startet diese Woche :)



    >Kohlegruben verkauft, lt Needham 25% über Betriebswert. Durchschnittliche Lebensdauer der Kohlegruben 7 Jahre, was nicht mit Metorex´Strategie, in langlebige, werthaltige Anlagen zu investieren, zusammenpasse. Hört, hört. Möglicherweise wird Metorex in Zukunft wieder in Kohle einsteigen.
    Kupferproduktion startet diese Woche in Ruashi. Hochfahrphase soll bereits im November beendet sein. Phase 2 wird ebenfalls beschleunigt. Kapital für 2. Phase soll über Schulden, nicht über Kapitalerhöhungen finanziert werden. Der Kongo ist teurer als gedacht, Phase 1 überstieg geplante Kosten um ca. 8-10% teurer.
    Zwei neue Kupferexplorationsgebiete nahe Chibuluma werden m.W. zum erstenmal erwähnt. Auch Zink soll in Sable verarbeitet werden, Durchführbarkeitsstudie soll in den nächsten Monaten erstellt werden. <



    Metorex shifts focus to copper
    http://www.miningmx.com/mining_fin/664109.htm


    The price was 25% sexier than the enterprise value - Charles Needham, Metorex
    http://www.miningmx.com/radio/669122.htm


    Wüßte allerdings gerne, wieviel Kupfer sie vor kurzem gehedgt haben und zu welchem Preis.