Beiträge von casapustalemgo

http://www.ariva.de/forum/Trad…728?page=462#jumppos11565

Liebe Leser,seit dem Tief Mitte Dezember ist es beim Kupfer wieder kräftig nach oben gegangen.

Die
Befürchtungen über einen massiven Rückgang der Wirtschaftsleistung in
China haben sich bis jetzt noch nicht bewahrheitet. Und grade die starke
Nachfrage in China treibt den Kupferpreis immer wieder an. Diesen
erneuten Anstieg sieht man auch am Aktienkurs einiger großer
Kupferwerte..

Bougainville Copper

Dieses Unternehmen
könnte schlicht und einfach der größte Kupferproduzent der Welt werden.
Das Minenunternehmen verfügt neben der Pangunamine über 7 zusätzliche
Lizenzen die sich auf der Insel Bougainville im Pazifik vor Australien
befinden und von denen drei zu der größten Kupfermine der Welt
verschmolzen werden könnten. Bougainville gehört zu Papua Neu Guinea,
strebt aber die Unabhängigkeit per Referendum zwischen 2015 und 2020 an.

Erstaunlicherweise
liegt das aktuelle Kurs vonBCL nur bei 0,60 €. Damit liegt die Aktie
deutlich unter den Branchenschnitt der Bewertungen von potentiellen
Mitbewerbern. Zudem soll Bougainville Copper auch noch eine attraktive
Dividendenrendite von 2,8 $ zahlen sowie die Produktion wieder auf vor
Bürgerkriegsniveau angestiegen ist..

Weitere Fantasie ergibt sich
für diese Aktie und auch andere Werte aus dem Kupfersegment durch
höhere Preise – und die sind gut möglich. Bedenken Sie: Derzeit kostet
die Tonne Kupfer knapp 8.000 Dollar.Noch Anfang August 2011 waren es
fast 10.000 Dollar. Und vom Tief bei knapp unter 7.000 Dollar hat sich
der Kupferpreis auch schon wieder deutlich erholt. Insofern sind jetzt
auch Kupferaktien wieder interessant.

Bougainville
Copper sticht dabei aus verschiedenen Gründen besonders hervor: Das
Unternehmen weist keine Verschuldung auf und sitzt zudem auf über 100
Millionen $ an der ASX angelegtem Cash. Zudem sind die Margen hoch und
die Produktionskosten zählen zu den niedrigsten der Welt.. Aktuel
notiert die Aktie nahe den 52-Wochen-Tiefständen.

Davon hat sie
sich im Zuge des jüngsten Preisanstiegs beim Kupfer zwar wieder etwas
gelöst – aber vom 52-Wochen-Hoch ist die Aktie auch noch extrem weit
entfernt. Bei der aktuellen Bewertung an der Börse ist ein deutlicher
Preisverfall beim Kupfer schon eingepreist.

Aussicht auf steigenden Kupferpreis sorgt für Potenzial

Doch
in diesem Jahr ist auch ein weiterer Preisanstieg wieder sehr gut
möglich. Das haben auch die Landeigner der Pangunamine und die Regierung
PNGs erkannt.Schon nächsten Monat sollen Verhandlungen beginnen,deren
Abschluss in der Wiedereröffnung der Pangunamine münden sollen.Dieses
Mal soll die gesamte Bevölkerung der Insel von den Gewinnen profitieren
und genau daraus leitet sich das Aufwärtspotenzial und der
Überraschungsfaktor bei Bougainville Copper ab. Hochprofitable
Rohstoffwerte mit Reserven im2-3 stelligen Milliarden $ Bereich gibt es
nur selten im Angebot.Zudem verdichten sich die Gerüchte auf der Insel
dass sich PNG bereit erklärt haben soll ihren 19,6% Anteil an
Bougainville Copper an die autonome Regierung Bougainvilles zu
übertragen.

Doch nach den Turbulenzen im vergangenen Jahr an den Börsen gibt es auch mal solche Untertreibungen.

In
der Vergangenheit war es häufiger so, dass die Aktie ausgehend von
solchen Bewertungsniveaus in den darauffolgenden zwölf Monaten deutlich
zugelegt hat. Warum sollte sich die Geschichte dieses Mal nicht
weiderholen.

Erfolgreiche Investments

wünscht Ihnen

Jean-Jacques Tire-Bouchon

Redaktion "Private Rohstoff-Research"

http://www.bougainville-copper.eu/news-march-2012-1.html


16.03.2012
Source: The National

Kommt es bei dem vom23-25 März
geplanten JSB Meeting zu den geplanten Ergebnissen (Transfert von
Miningpower/ Beginn der BCA (Bougainviille Copper Agreement) Review so
wird ab nächsten Monat aktiv über die Wiedereröffnung der Pangunamine
verhandelt (die 4 grösste Kupfermine der Welt)

Damit dürfte BOC in den Fokus
grösserer Anlegerschichten rücken.Wenn dann die einschlägigen
Börsenpublikationen mit Empfehlungen aufspringen sind grössere
Kurssteigerungen vorprogrammiert.

Details zum Wert der BCL Shares auf der HP der Landeigner der Pangunamine

http://www.buysellsignals.net/bcllandowners/Newsletter.do

Team to review PNG, Bougainville powers

TECHNICAL
teams from the national government and the Autonomous Region of
Bougainville government will meet to review the powers and functions
between the governments.
The
Bougainville government will focus on the progress of a memorandum of
understanding on the transfer of fisheries, police, works and community
development functions and powers.
The
meeting will look at updating the implementation of MoUs on education,
health, agriculture, lands, technical services and symbolic powers and
functions.
Team leader and
deputy administrator policy for Bougainville Raymond Masono said the
meeting would elaborate on the implementation of stages 2 and 3 of the
strategic framework on the transfer of mining functions and powers.
He
said two new submissions – the notice of intention to transfer the
public service function and powers from the national government to the
ABG and issues related to the framework for negotiation of reopening the
Panguna mine – would be submitted.
Masono
said the meeting would be tabling recommendations on steps forward on
the review of the autonomy arrangement and preparations for referendum
on the future political status of Bougainville.
The meeting will discuss the joint ABG/national government reconciliation and weapons disposal programme.
The ABG team had arrived in Kokopo while members of the PNG team were expected to arrive today.

http://www.postcourier.com.pg/20120306/tuhome.htm
Aus dem letzten Satz könnte man schliessen dass die JSB/NEC Meetings verschoben worden seien.
Doch L.ist nichts von einer Verschiebung der Meetings bekannt, die Planungen
laufen ganz normal weiter. Möglicherweise wurde das Interview mit Jimmy
Miringtoro für die Islands Post schon vor einer Woche aufgezeichnet,
dann stimmt die Aussage von " Next month" wieder mit dem avisierten
Termin überein.

By PETERSON TSERAHA

CENTRAL Bougainville MP and Minister for Communications in the National
Government, Jimmy Miringtoro says Panguna Mine issues are still important and
landowners must be prepared to take negotiations to the next level.

Panguna Mine issues has always become a topic of interest for the international
community, the media, and the people of Papua New Guinea (PNG) and Bougainville
have been encouraged and assured by the MP, that negotiations have to change
tactics now so that, Bougainvilleans would benefit from the mines spin-offs .

“The Panguna Mine alone contributed a lot in the development of PNG as a whole,
and the revenue from the mine built bridges schools airports and roads.” Mr
Miringtoro said.

“It even contributed in building the parliament house in Waigani.” he said.

He said leaders in that time were quite ignorant of the mining impacts to the
environment, and if they were cautious enough the Bougainville crisis could not
have eventuated.

“PNG is on a brink of coming to a standstill, because we have a lot of mines now
but we are not feeling an impact, and no major development is taking place, to
prove that these mines are making profit and revenue they are not even improving
the standard of living for us Papua New Guineans. Mr Miringtoro said.

“Panguna was forced to close because leaders that time and the company (BCL)
were not able to listen to peoples grievances and that are a lesson to us all
both leaders and people that we need to listen to each other.” Mr Miringtoro
said.

Mr Miringtoro said Panguna land owners and National Government must critically
talk and consider everyone’s opinion if they are thinking of reopening the mine.

“People in Panguna were not given good water supply housing and health
facilities but their land was taken out forcefully from them.” Mr Miringtoro
said.

“When the NEC comes to Arawa next month for the meeting that will be an
opportunity for landowners to talk face to face with the National government.”
he said.

.................."re-opening of Bougainville would increase economic growth."

http://ramumine.wordpress.com/…da-river-mine-operations/

Damit dürfte seine Position bei den nächsten JSB u. NEC Meetings (23-25 März? in Arawa ) zweifelsfrei geklärt sein.

http://www.postcourier.com.pg/20120301/thhome.htm

THE
European shareholders of the Bougainville Copper (ESBC) have sent out a
warning to declare war on short selling of shares in the Bougainville Copper Limited.
President of the ESBC, Axel Sturm, sent out the warning from Andorra yesterday.
“We want to stop fraudulent manipulation in BOC/BOU1 shares,” Sturm said.
Bougainville Copper shares are supposed to have a fair value of A$30 to A$50 (K66.83 to K111.38). The exact price, of course depends on the actual market prices of copper, gold, silver and molybdenum.
“On the other hand BCL is highly vulnerable to market manipulation: less than 30 per cent of
BCL are in free float (the international mining giant Rio Tinto owns 54 per cent and the state of Papua New Guinea 19 per cent).
For several months now the share price of BCL (BOC/BOU1) has been pushed down heavily by short sellers,” Mr Sturm said.
“Since the beginning of 2011 it has been more than 60 per cent after all”
He said this is despite the fact that today’s news flow from Bougainville is more promising than ever.
TheAustralian Securities Exchange ASX has reacted to this by improving short selling rules. Since August 23rd, 2011 no more short selling in BOC shares was reported.
“Therefore we ask all shareholders BCL to put their shares at a high price (A$25 to A$30) for sale,” he said.
“This will prevent custody banks from using these shares for un-authorized lending to short sellers.
“Short selling generated huge losses in Bougainville Copper shares within the last year.
“As a result of short selling the share price plunged under A$ 1 since January 2011.
“This happened although all news flow from Bougainville had been very positive during that period.
“The green light for re-opening our Panguna mine is a question of a couple of months only.”
He said that this “ban”, however, is undermined by U.S. and other traders and successfully circumvented.
Giving its background, Mr. Sturm said a majority of the stocks held by private investors is deposited with custodian banks.
Theyregister those shares in the share register (under so-called custodian banks) who then lend on our shares for short sales against a fee withoutthe owner’s knowledge.“In this context even the Australian Stock
Exchange is powerless because this business is conducted in a semi-legalbut grey area and therefore very difficult to prove,” he said.
“There are only two ways to prevent that our shares will be used for unauthorized short selling.
“The first is a nominated entry in the Bougainville Copper register.
“The second is a sell order that will block the shares for on- lending.
“However,since the entry into the register of shareholders is boycotted by the overwhelming number of custodians in order to maintain this revenue stream, the last resort that remains is to place a sell order with an
extraordinary high limit.
“This limit should be as high as possible so that the probability of an actual sale is highly unlikely.”

Wer in BOC investiert ist u. einen Hotcopper- Account hat sollte doch bitte das Post

http://hotcopper.com.au/post_s…tid=1683131&msgid=9718111

positiv bewerten.

Bei 20+ positiven Bewertungen wird es im HC Radio veröffentlicht.

Das könnte ein kleiner zusätzlicher "Weckruf" für einige Aussies sein. ;-))))))))))

http://www.pngindustrynews.net/storyview.asp?storyid=3200828§ionsource=s193

Wednesday, 29 February 2012

BOUGAINVILLE
Copper shares surged on Monday on the back of rumours there could be a
Papua New Guinea government “breakthrough” to help reopen the
long-troubled Panguna copper-gold mine.

Panguna Copper Mine, Bougainville PNG

Panguna
was the world’s fourth-largest copper mine in the months before it
closed in 1989 and had produced 9 million ounces of gold and 3 million
tonnes of copper from 1972.

While memories of the civil war which
gripped Bougainville Island become more distant, rising copper prices
have underpinned the complex effort to possibly redevelop and reopen the
giant open cut mine.

On Monday, Bougainville Copper shares
closed up 17%, while they have since closed down 3% to 91c yesterday
after the Rio Tinto subsidiary’s replies to an ASX price query revealed
it had no clue why its shares soared.

Yet Andorra-based European Shareholders of Bougainville Copper president Axel Sturm had some possible answers.

He
told PNGIndustryNews.net there were unconfirmed rumours that the next
Joint Supervisory Board and National Executive Council (PNG cabinet)
meeting will take place on March 23-25 in Bougainville.

“It may deliver a breakthrough in re-opening the mine,” Sturm said.

“I think that there is very positive development backstage.”

The
ESBC is also advocating that shareholders place put options on their
Bougainville Copper shares at a high price of $A25-30 each for sale to
help prevent “custody banks” from using them for “unauthorised lending
to short sellers”.

The Frankfurt stock exchange has become the
leading stock market for trading these shares and the preliminary
Bougainville Copper annual report is expected next week.

A key and longstanding hurdle to reopening the Panguna mine is gathering the support of community landowners.

There
were around 600 landowners or landowner representatives of the 1980
compensation agreement for the mine – providing plenty of scope for
differences of opinion.

Rio Tinto owns around 54% of Bougainville Copper while the PNG government owns about 19%.

http://hotcopper.com.au/announcements.asp?id=401183

The past year has given Bougainville
Copper more reason for optimism about the future of the company than any
year out of the previous twenty. There are several activities underway
that can positively assist the company in making a return to profitable
operations. The most beneficial change has been the momentum
developing from the Panguna landowners and other Bougainvilleans’ focus
on re-development agenda. The relationship between President John Momis,
his government, and Bougainville Copper’s board and management remains
cordial and engaged, including the invitation for company
representatives to make further visits. The PNG National government has
publicly acknowledged the company’s ongoing rights under the
Bougainville Copper Agreement (BCA).

Die cleversten Aussies scheinen die "Historical Chance" welche die
anberaumten JSB & NEC Meetings bieten erkannt zu haben
;-))))))))))))

There is a JSB meeting and NEC meeting scheduled about March 23-25 for the first time in 22 years in Arawa

The
focus in the next three weeks needs to be to make the JSB and NEC
meeting in Arawa a historic meeting which will go down in history as
something in which Mr Momis and Mr Peter O'Neill were able to build the
road map to prosperity for Bougainville. This fact needs to be
communicated by as many people as possible to both the leaders [bottom
up approach of communicating to leadership]. Let them seize that
opportunity and do everything possible in the next 3 weeks to make that
vision a reality.

wenn man sich mit den Landeignern auf den von ihnen vorgeschlagenen "New Deal" einigt.(Royaltys von 3,5%)

http://www.buysellsignals.net/bcllandowners/Newsletter.do

BCL sah das Desaster schon in 89 voraus u. schlug PNG vor die Landowners stärker (damals 0,3%) an den Gewinnen der Pangunamine zu beteiligen. Das wurde von PNG verhindert da deren Staatshaushalt von den BOC Gewinnen abhängig war.

Die aktuelle Situation ist nicht mehr mit 89 vergleichbar.Bougainville ist eine autonome PNG Provinz, welche sich auf ein Referendum über die Unabhängigkeit der Insel vorbereitet. (Voraussichtlich in 2015) Die Independance ist allerdings nur möglich wenn Boug. finanziell unabhängig ist.Und dazu gibt es kurzfristig keine andere Alternative als die Wiedereröffnung der Pangunamine.

Leider wurden die für Ende Februar angekündigten JSB u. NEC Meetings (bei welchen die "Miningpower" u. der 18% BOC Anteil PNGs an das B´viller ABG übertragen werden sollten) wegen den O´Neill/ Somare Differenzen kurzfristig verschoben. Der neu avisierte Termin ist jetzt Mitte März. (allerdings noch unbestätigt)

.........unter http://www.buysellsignals.com/1021368

Nach der Übernahme eines 18% Anteils von Mitsubishi an der Quellaveco Mine für 760 - 890 Mill. USD bietet sich ein Vergleich mit BCL förmlich an. (§ Mia. Investitionskosten,vergleichbare Reserven, vergleichbare Jahresproduktion)

The mine is slated to open in 2016 and produce around 225,000 tonnes of
copper a year. It would have a 28 year lifespan.(Total ca. 6,300 000 T)

Mitsubishi Anteil an den Reserven: 18% von 6,3 Mill/T = 1 134 000 T

Akt. Preis pro T 8286 USD

Bezahlt pro T Reserven

Bei 760 Mill USD = 670 USD/T oder 8.08%
Bei 890 Mill USD = 785 USD/T oder 9,47%

Eine Faustregel besagt dass ungeförderte Kupferreserven bei einer Übernahme einen Wert von ca. 8-10% haben.

Der Mitsubishideal bestätigt diese Regel, der 18% Anteil an Quellaveco ist also exakt fair bewertet.

BCL Produktion bei Wiedereröffnung der Pangunamine:

Output: 3.05 Mrd USD/Jahr oder 368000 T/ Kupferäquivalent x 25 Jahre = 9.20 Mill./T

Wert 75 Mrd USD

(Quelle http://www.buysellsignals.net/bcllandowners/Newsletter.do

Akt. Börsenbewertung ca. 300 Mill. USD (von denen zudem ca. 50% durch Cash gedeckt sind)

Fairer Wert bei Übernahme im Vergleich zum Mitsubishideal: +- 15 USD/Share

Die faire Bewertung von Quellaveco verdeutlicht die eklatante Unterbewertung von BOC um den Faktor 20

Des weiteren gilt es die 7 zusätzlichen Lizenzen + 28 Km Zugangsstrassen,Hafen,Arava, etc. mit ins Kalkül zu ziehen.

TOKYO Feb 17 (Reuters) - Mitsubishi Corp said on Monday it had bought an
18 percent stake in Peruvian copper project Quellaveco, a hotly
contested asset among Japanese trading and mining companies - in a deal
reportedly worth $760 million to $890 million.

Japan's largest
trading house outbid JX Nippon Mining and Metals Corp, the parent of
Japan's biggest copper smelter Pan Pacific Copper, Mitsui & Co and
one other Japanese trading company, an industry source said.

Global
giant Anglo American, which owns nearly 82 percent of the project, said
in September it needed $3 billion in capital for the project. The mine
is slated to open in 2016 and produce around 225,000 tonnes of copper a
year. It would have a 28 year lifespan.

Mitsubishi bought the
holding from the International Finance Corp, a lending arm of the World
Bank. The Nikkei business daily said Mitsubishi paid about 60-70 billion
yen.

Mitsubishi has shown increased interest in South American
copper assets, partly to feed growing Asian demand for the metal. Chile
and Peru are the world's No. 1 and No. 2 copper producers, respectively.

Last November, Mitsubishi agreed to acquire a 24.5 percent stake in Anglo's southern Chilean properties for $5.4 billion.

That
deal upset Chile's state-run miner Codelco, which thought it had an
option to buy 49 percent of Anglo's assets in southern Chile and has
filed a lawsuit to fight its case.

Mitsubishi's copper output
will jump 80 percent to 250,000 tonnes of copper in the new financial
year starting in April, up from 140,000 tonnes, as a result of the Anglo
Sur's properties in southern Chile.

($1 = 78.92 yen) (Editing by Edwina Gibbs)

© Thomson Reuters 2012 All rights reserved

http://www.postcourier.com.pg/20120213/mohome.htm

Aropa Airport (obwohl es sich lediglich um eine Graspiste handelt) ist der nächstgelegene Flughafen zu Arawa u. der Pangunamine.Die Wiedereröffnung ist ein weiterer Mosaikstein auf dem Rückweg B´villes zur Normalität u. zur Wiedereröffnung der Pangunamine.

In den nächsten 14 Tagen (end of feb.) sollen die JSB u. NEC Meetings zwischen PNG und ABG in Arawa stattfinden. Ein Beschluss zur BCA Review (Bougainville Copper Agreement) würde den Startschuss zu einer Kursexplosion bedeuten. (Der BIGBOCBANG ;-)))))

AROPA airport, once Bougainville’s gateway to the
world, will be open to the outside world soon.

The Me’ekamui soldiers, former hardliners and landowners of the Aropa airport
have agreed to open up the runway to receive the dead bodies of central and
south Bougainvilleans who died on the ill-fated MV Rabaul Queen voyage who will
be flown direct to the mainland.

This is to make it easier for the relatives to come and receive the bodies of
their children and relatives who died when the ship sank near the Lae waters.

Communications Minister and Central Bougainville MP Jimmy Miringtoro said in
Port Moresby yesterday that this is an agreement reached with the once rebel
hardliners of the region and those that own and who man the runway.

Mr Miringtoro said that the Me’ekamui soldiers in Central Bougainville including
the landowners of Aropa have agreed that they are partly responsible for what
had happened, specifically the death of Bougainvilleans from the tragic sinking.

“You see, the Me’ekamui have said they are partly to be blamed for the loss of
lives of specifically mainland Bougainvilleans who use the Sharp ferries more
often to travel abroad in search of further education.

These are the parents whose children have suffered and mostly affected by the
10-year Bougainville Crisis and most of them come from Kieta, Siwai and Buin,”
Mr Miringtoro said.

“They have agreed to open up Aropa airport. The bodies of those in Central and
South Bougainville will be flown by air and the plane will land at the Aropa
airport to make it easier for the relatives of those that have lost their loved
ones,” Mr Miringtoro said.

The bodies will come directly to Aropa airport once the Government or the
authorities on the ground complete and are ready to release the bodies of those
found dead in the sinking ship.”

He said that those in authority of the Aropa Airport had said that if it was
open and in operation lives of the innocent Bougainvilleans would have been
saved.

“By sending them via the ship was basically the easier means of travelling out
of Buka, given the limited flights and seats with the only airline that services
the air route to Bougainville through Buka Island.

“This will now change,” Mr Miringtoro said.

08.02.2012
Source: The National

BOUGAINVILLE
Copper Ltd share prices spiked by 11% yesterday to A$0.80, its highest
level in two months, following suggestions from European shareholders
that a forthcoming cabinet visit to Arawa, near the Panguna mine site,
could result in “good news”.
Bougainville Copper, listed as BOC on the Australian Stock Exchange, hit a high of
A$1.20 in mid-September last year after speculation that positive decisions could be made on the mine, which was shut down in mid-1989 as a result of the Bougainville crisis.
As hopes for an early decision faded, the BOC share price took a steep plunge to A$0.80 by the end of last September. Itremained in a range of A$0.75 to A$0.90 from last October to mid-December and fell to a low of A$0.62 early last month before making a sharp rebound.
The share price rose by 13.64% to A$0.75 on Feb 2 and eased slightly to A$0.72 by Feb 6 before yesterday’s sharp rebound to A$0.80.
Optimismin the stock was generated in the early part of last year when Bougainville Copper’s chairman, Peter Taylor, told shareholders of the parent company, mining giant Rio Tinto Ltd, which had applied for
exploration leases within PNG for the first time since the 1990s.However,progress on discussions between the Autonomous Bougainville Government,Panguna landowners and other interested parties had been slow and shareholder enthusiasm faded in the meantime.Therewas also some uncertainty whether the mining powers held by the National Government will be transferred to the Autonomous Bougainville Government prior to any decision on a possible opening of the mine, leading to further likely delays in decision making.Industrysources said a high level of assurance on sovereign risk issues,

including support of landowners and factions of the former Bougainville Revolutionary Army, would be necessary prior to any green light for development in view of the huge development costs estimated at around US$4 billion.These deals, they said, would need to be in place even before the start of a pre-feasibility study which in itself could cost hundred million dollars.The key differences anticipated from any new agreement, in contrast to the one initially negotiated by the former colonial government prior to independence, would be the flow of all royalties to the Panguna
landowners with additional revenues flows targeted for the provincial and local governments.

Neuer Super-Hype ante portas?
http://www.bougainville-copper.eu/news-february-2012-1.html

Seit Januar 2011 ging’s mit den
Börsenkursen von Bougainville Copper bergab. Knapp 75 Prozent verloren
die Papiere seither und notieren heute fast auf einem Niveau, das seit
der Einstellung des ADR (American Deposit Receipt) Programms nicht
gesehen wurde. Betroffen waren insbesondere Australier. Europäer,
Amerikaner und Besitzer von Singapur Dollar waren weniger betroffen, da
der Austral Dollar zunehmend fester tendierte.

Nachdem
die sogenannte Eurokrise und die gigantische Verschuldung der U.S.A.
die Finanzplätze der Welt erschütterte, verunsicherten widersprüchliche
Nachrichten über den zukünftigen Kupferbedarf Chinas sowie hausgemachte
Machtspiele in Papua Neuguinea zusätzlich die Märkte.
Zu
Jahresbeginn 2012 scheinen nun alle erdenklich negativen Faktoren
eingepreist und Investoren sollten daran denken, alle positiven
Entwicklungen der letzten Monate in ihr Kalkül einzubeziehen.

Hier nun eine Vorschau auf das, was in den kommenden Wochen zu erwarten ist:

1.Nachdem
die Hysterie über die Situation der Schuldenstaaten langsam abklingen
wird, da reißerische Berichte nicht mehr das Interesse der Bevölkerung
finden, werden die Aktienmärkte wieder mehr von Realitäten als von
Horrorszenarien geprägt sein.

2.Die Kupferpreise sowie auch die Goldpreise werden weiter langsam ansteigen.

3.Der Austral-Dollar wird ebenfalls weiter steigen, da er sich als stabile Fluchtwährung aus US-Dollar, Pfund und Euro empfiehlt.

4.Die
politische Lage in Papua Neuguinea wird sich spätestens nach
emotionsreichen Parlamentswahlen im Sommer beruhigen. Der derzeitige
Premierminister Peter O’Neill hat gute Chancen wieder Premierminister zu
werden, da er populäre Themen wie die Bekämpfung der Korruption, den
Wegfall von Schulgeldern und eine flächendeckende kostenlose
Gesundheitsversorgung auf seine Fahnen geschrieben hat. Zudem scheint
die Bevölkerung genug zu haben von der egoistischen Sippenpolitik seines
Vorgängers Sir Michael Somare und dessen Clan. Während Somare als
Freund Chinas galt, sagt man O’Neill nach, Australien näher zu stehen.

5.Das
Joint Supervisory Board Meeting (JSB) in Buka und die daran
anschließende National Executive Council Sitzung in Arawa werden zudem
in Kürze den Fokus auf Bougainville lenken. Der von ABG Präsident Momis
angekündigte Besuch einer hochrangigen Delegation unter Leitung von PNG
Premierminister Peter O‘Neill in Panguna lässt darüber hinaus vermuten,
dass weitere Schritte zur Wiedereröffnung der Panguna Mine erörtert und
beschlossen werden. Vermutlich wird in diesem Zusammenhang auch der
erste offizielle Besuch von John Momis in Panguna stattfinden. Es ist
ferner davon auszugehen, dass dabei auch der Beginn der Überarbeitung
des Bougainville Copper Agreements vereinbart wird so, wie vor einigen
Wochen von ABG Vizepräsident Patrick Nisira angekündigt.

6.
Nach jahrelangen Beratungen haben die Panguna Landeigner einen Entwurf
für einen „New Deal“ entwickelt, der geeignet ist, die Wiedereröffnung
der Mine zu beschleunigen.

7.Danach werden vermutlich Vertreter von Bougainville Copper erste Besuche in Panguna zwecks einer Bestandsaufnahme machen.

8.Folglich
stünde dann auch die Eröffnung einer Bougainville Copper Repräsentanz,
eines Kontaktbüros in Arawa ganz oben auf der Agenda.

Als
logische Schlussfolgerung aus den oben genannten harten Fakten ergibt
sich folgendes Bild: Der Wert der Bougainville-Aktie wird mit
Sicherheit zunehmend realistischer eingeschätzt werden. D.h.: Die Aktie
wird vermutlich schon bei Veröffentlichung erster „guter“ Nachrichten
wieder versuchen, Ihr Hoch aus dem vergangenen Jahr zu testen bzw. sogar
zu übertreffen. Aus heutiger Sicht (AUD 0,74 am 3.2.2012) erscheint
eine Verdoppelung des derzeitigen Preises sicher, eine Verdreifachung
wahrscheinlich und sogar eine Vervierfachung nicht utopisch!

http://ramumine.wordpress.com/…pean-shareholders-upbeat/

THE European shareholders of the Bougainville copper mine (ESBC)are
predicting a high level share price this year despite “volatile
markets”, reports the Post Courier.

ESBC head Axel Sturm said yesterday in a statement this is because
Bougainville and the PNG Government expect positive developments and
good investment strategies all through the year.

Zitat

“The real value of the Bougainville Copper share price
can certainly be assessed in a more realistic way. This means that at
the first sign of good news the stock will possibly hit the high levels
from last year, or even surpass them,” Mr Sturm said.

“Since January 2011 the share price of Bougainville copper has gone downhill.

“Up until today the stock has lost about 75 percent of its worth and
is currently quoted at a level not seen since the discontinuation of the
ADR (American Deposit Receipt) programme. Australians were hit
particularly hard.

“Europeans, Americans and owners of Singapore Dollars were less
affected because of the increasing strength of the Aussie dollar. The
so-called euro crisis and the announcement of the huge debt burden of
the United States have shaken the financial centers of the world to the
bone. Contradictory messages about the future demand of copper in China
and home-made political power plays in PNG have added to further
volatile markets.

“The 2012 has started with all imaginable negative factors already
priced in; however, investors should not forget to include all positive
developments of the recent months into their investment strategies.

Alles anzeigen

He said the upcoming joint supervisory board meeting in Buka and the
subsequent National Executive Council meeting in Arawa will also help to
give additional attention to Bougainville.

ABG President Momis has announced the impending visit to Panguna of a
high-level delegation headed by Prime Minister Peter O’Neill.

This also suggests that additional steps towards the reopening of the Panguna mine will be discussed and decided, Mr Sturm said.

Zitat

“Presumably, in this context, the first official visit of
John Momis to Panguna will also take place,” Mr Sturm said. “It can
further be assumed that this will also mark the beginning of the review
of the Bougainville Copper Agreement, as was announced by ABG Vice
President, Patrick Nisira a few weeks ago. After years of deliberations,
the Panguna landowners have drafted a ‘new deal’, one that is likely to
accelerate the reopening of the mine.

“Thereafter, representatives of Bougainville Copper probably make
first visits in order to take stock of Panguna. Consequently, the
opening of a Bougainville Copper representative office at Arawa would be
on top of the agenda. As a logical conclusion from the above hard
facts, the following can be summarised, the real value of the
Bougainville share price can certainly be assessed in a more realistic
way.

“This means that at the first sign of good news the stock will
possibly hit the high levels from last year, or even surpass them. From
today’s perspective (AUD 0.74 on 02.03.2012) it appears that a doubling
of the current price is a sure shot and a scenario of tripling or even
quadrupling is not unrealistic.”

Alles anzeigen

.............haben die Landeigner schon vor 3 Jahren in einer Pressemitteilung publiziert.

Ende der achtziger war Bougainville die reichste Insel im Pazifik,obwohl PNG den grössten Teil der durch die Mine generierten Einnahmen kassiert haben.Auch während der sog. "Crisis" hat die BCL Stiftung Uni Stipendien an Bougainviller Studenten vergeben, Aktuell verschrotten die Landeigner mit BOCs Einverständnis die Altanlagen, die Erlöse sollen dazu dienen den "Peace Process" voranzubringen.Aktuell haben sich 5 der 6 Landeignervertretungen als Lo´s Companys registrieren lassen.Die 6 sollen als ihre Vertretung einen gemeinsamen Landownersbody wählen
welcher sie bei den anstehenden Verhandlungen zur neuen BCA Review vertreten soll.

Welche Erwartungen bei den Landeignern bestehen kann man daran erkennen, dass sie ihre Berechnungen zu den aus der Mine zu generierenden Einnahmen mit täglich aktualisierten Rohstoffpreisen veröffentlichen.
Dividende bei voller Produktion 3,22 USD/Share

http://www.buysellsignals.net/bcllandowners/Newsletter.do

Auch der von BCL kommunizierte Ausblick auf ihrer HP ist positiv u. gibt
zu erkennen dass man hinter den Kulissen schon längst aktiv ist.

http://bcl.nlawebdesigns.com/c…/14-positive-factors.html

Positive factors
With copper reserves estimated at almost 3 million
tonnes and gold production in the range of 400,000 ounces per annum,
Panguna remains as potentially one of the world's largest producers of
both metals. Unexplored neighbouring tenements are also very
prospective, and will be explored when a moratorium on exploration is
lifted.

Present market values for both copper and gold are
significantly higher than at the time of mine closure in 1990, the
political situation on the island has stabilised, and there is
considerable appetite for development being expressed by the people of
Bougainville.

BCL is seen by many as the preferred operator of a
re-started mine, and holds a very large bank of mine data. A
comprehensive Order of Magnitude study was commissioned by BCL in 2008
(See separate item). The Order of Magnitude Study makes assumptions
about the size of a re-started mining operation, based on a
re-processing of the data base, and taking into account the existing
assets including the port at Loloho and the port-mine access road.

The
Board is operating a comprehensive rolling plan with the vision of
returning to active exploration and profitable mining. An important
component in achieving the vision will be an environmental plan that is
not only based on best practice but also meets the expectations of the
local community. Work will continue to identify the key issues and
solutions. Secure access to the mine site and surrounding areas of
previous operations will be welcomed, to assist the environmental
assessment and future planning. The company has made known to both the
Autonomous Bougainville Government and the National Government of Papua
New Guinea its willingness to conduct safety and environmental audits on
the island as soon as access can be facilitated.

Other issues in
focus include the resolution of a taxation issue, commencing the
Bougainville Copper Agreement review, communication with stakeholders,
and the commissioning of both a safety audit and a mine asset stock
take. Existing mine assets have not until now been accessible to the
company, and to understand the present value of these assets and the
extent to which they may be used for future mining and exploration,
access to the mine site is needed. For this BCL welcomes the support
expressed by local landowners and
will continue to work alongside
them, and give practical assistance to the processes of reconciliation
and social stability. BCL welcomes the growing consensus of landowner
support for resumed exploration and mining, expressed in regular
dialogue with landowner leaders.

During the new year more work
will be undertaken evaluating the findings of the Order of Magnitude
study, and preparing for the possible lifting of the moratorium on new
exploration and mining. It is intended to identify targets within the
company licences and how best to manage an exploration program. That may
involve entering into an exploration agreement with others. Work will
also continue to ensure that the extensive mine database is able to be
utilised quickly and effectively when a return to mining at Panguna is
agreed.

The PNG Mineral Resources Authority (MRA) acts as a
statutory authority managing and regulating the industry. BCL works
closely with MRA, and expects that the Authority will play an active and
guiding role in facilitating the Bougainville Copper Agreement
re-negotiation. The company is also in regular touch with the National
Government of Papua New Guinea at a high level.

http://www.radioaustralia.net.…ories/201201/s3418938.htm

PNG cabinet to make historic visit to Bougainville next month

• Print
• Email

Updated January 30, 2012 17:47:12

Papua New Guinea's Prime Minister, Peter O'Neill, has
promised to hold a meeting of his National Executive Council on the
mainland of Bougainville, next month.

It will be the first time
since since the secessionist war in the late 1980's and 1990's that
PNG's cabinet will have met on the island.

Despite an earlier cancellation, expectations are high.

Presenter: Jemima Garrett
Speaker: President John Momis of Bougainville

• Listen:
• Windows Media

GARRETT: It is ten years since the PNG government signed the
Bougainville Peace Agreement - that agreement brought an end a bloody
secessionist war that had been sparked by landowner ill-feeling about
the giant Rio-Tinto-owned Panguna copper mine.

The Peace
Agreement the led to the formation of the Bougainville government and
included financial guarantees from Port Moresby in the lead-up to a
referendum on independence sometime between 2015 and 2020.

John
Momis, President of the Autonomous Bougainville Government, says the
visit of the National Executive Council to Bougainville's burnt-out
mainland capital, Arawa is very significant.

MOMIS: The whole ABG
leadership and the people will be welcoming them with open arms,
especially a visit to Arawa and mine because we have totally inadequate
funding to deal with huge huge, huge responsibilities of rebuilding
Arawa. And it would be good for the government to experience for
themselves the sorts of difficulties that the ABG has been subjected to
by the people.

GARRETT: Will Prime Minister, Peter O'Neill, or any of his Executive Council be visiting the Panguna mine site?

MOMIS: I think so - it would be very good for them to see.

GARRETT: And you are not expecting any trouble with them getting access to the mine site?

MOMIS: No, absolutely not! No! No problem!

GARRETT: So is that a sign of just how far the peace process has now gone?

MOMIS:
Yes, definitely. The Peace Process has gone a long way but to make it
stick we have to start spending some money where it matters. And that is
empowering people at the grassroots, finding employment or finding
social or economic activities that people can be involved in.
Bougainvilleans in general, are very hard working people to give you an
idea of how they are not lazy, before the crisis Bougainville was the
biggest producer of cocoa and we are still the biggest producer of
cocoa, with all the expatriate plantations closed down.

GARRETT:
President Momis sees developing Bougainville's economic self-reliance as
a crucial factor in offering his people a real choice when they vote in
the referendum on independence.

But obtaining funds to do that has been difficult.

The
Bougainville Peace Agreement provides for 15 million Kina a year from
the PNG for the Bougainville government to spend how it sees fit.

But that has been slow to arrive.

Recently, Bougainville agreed to accept 100 million kina a year instead of the peace process money.

President Momis says he hopes the PNG money comes without strings attached.

MOMIS:
We hope that now the government is not giving the K15 million they are
going to allow us discretion to extend the K100 million, even if we have
to consult with them.

GARRETT: Bougainville has had trouble
getting its funding out of the PNG government and, in fact, Prime
Minister, Peter O'Neill, has said he doesn't think the Autonomous
Bougainville Government has the ability to spend the 100 million kina a
year, wisely. Does that mean that he is thinking of going back on the
funds?

MOMIS: I hope not! If he does he'll have a lot of problems!

GARRETT: When the National Executive Council has visited other provinces it has come with its cheque book at the ready.

Bougainville's President is hoping the visit to Arawa will produce a new spirit of co-operation.

............soll sich die Dividende pro Share belaufen wenn die Pangunamine wieder ihre volle Produktionskapazität wie vor dem Bürgerkrieg erreicht hat.Das sollte in 2019 sein.

Das ist natürlich noch Zukunftsmusik,zuerst muss mal der New Deal verhandelt werden.

@ Edel Man

Ich stelle die Texte lediglich mit copy/paste ein.

Wieso das System die Grösse verändert ist mir selbst ein Rätsel?

Dieses PDF "Landowners Proposal" wurde von den Landeignern in Auftrag gegeben u. soll die Grundlage zur BCA Review darstellen.

Interessant in diesem Zusammenhang dass für Februar (voraussichtlich am 5) ein JSB Meeting in Buka geplant ist, bei dem die Mining Power u. die BCL Shares an Bougainville übertragen werden sollen.Für ende Feb. ist dann ein NEC Meeting zwecks Umsetzung zwischen PNG u. ABG in Buka geplant.

The ABG by March this year wants to see positive progress for negotiations

for a totally new agreement for Panguna mine which will replace the old

Bougainville Copper Agreement (BCA).

The re-entry into Panguna by any best bidder or Bougainville Copper Limited

(BCL) can be made possible by the end of 2012 according to ABG vice

president and now acting president Patrick Nisira

Im Moment sind die 50 Mia. USD Gold-,Silber u. Kupferreserven (+7 zusätzliche Lizenzen auf Bougainville) mit lediglich 272 Mill. AUD (abz. Cashposition) bewertet.Darin enthalten ein voll ausgebauter Verladehafen (Loloho) 28 km Zufahrtsstrassen, eine Stockpile ausreichend für eine 3- Jahresproduktion.

Aktuell sind die Landeigner dabei die Altanlagen für BCL zu verschrotten.

Wenn alles so klappt, sollte BCL spätestens zur diesjährigen HV (April/Mai) den Beginn der BCA Review per Ad-hoc bekannt geben, dann dürften die jetzigen Kurse Geschichte sein.

Ein Vergleich von sumoey mit Ivanhoe Mines unter:
http://www.ariva.de/forum/Trad…728?page=426#jumppos10662