Chance oder Risiko?
Ja, die Palladium Rallye ist gestartet!Im relativ engen Markt schaut alles auf die großen wie North American Palladium,Stillwater Mining bzw. Norilsk Nickel.
Was aber kommt danach?
In kurzform möchte ich WKN 885 127 Southern Era Resources Limited vorstellen:
Gelistet in Toronto, Kürzel SUF ISIN: CA8439011096
Anzahl der Aktien: 72,878,400
Suf hält eine 73 % Beteiligung am Messina-Platinum-Palladium Projekt
in der Provinz Limpopo in Südafrika.
The Messina Platinum Project is located in the Limpopo Province of South Africa, approximately 250km northeast of Johannesburg (map). The Project is situated in the northern portion of the eastern limb of the Bushveld Igneous Complex, the world's largest depository of platinum group metals (PGMs).
The project area is dislocated by several faults, which form the lateral boundaries of the delineated resource blocks, namely Voorspoed (Phase 1), Voorspoed East, Doornvlei (Phase 2), Dwaalkop Properties (Phase 3) and Zebediela (Phase 4). The resource blocks are contiguous and extend over a 20km strike-length of platinum-bearing UG2 and Merensky Reefs. View the flash presentation on this project.
SouthernEra has a 73.06% interest in the JSE Securities Exchange listed Messina Limited, which in turn owns 100% of Messina Platinum Mines Limited (MPM), which operates the majority of the Messina Platinum Project. MPM holds three mineral leases over the Phase 1, 2 and 4 project areas. Phase 3 is a 50/50 joint venture (JV) between SouthernEra and Black Economic Empowerment (BEE) mining company Mvelaphanda Resources Limited.
SouthernEra now controls 24.4 million ounces of PGMs across the 20km strike-length of platinum-bearing UG2 and Merensky Reefs at the Messina Platinum Project. 15.6 million ounces are directly attributable to SouthernEra.
Mine Development and Production
Mine development and production in the area is designed to take place in four major phases. Phase 1 requires the staged completion of the Voorspoed Shaft complex to reach a full milling production rate of 120,000 tonnes per month during 2004. The completion will ensure the annual production of approximately 200,000 ounces of 5PGE+Au.
The Voorspoed Shaft is a 6.2m diameter, vertical shaft system which extends to 440m below surface. The next stage of this section's development will see the shaft deepened to 730m.
Ore from the two reefs will be processed in a mill-float-mill-float (MF2) plant, where high and low grade concentrates will be produced. The concentrate grade is expected to be 140g/t (3PGE+Au) with a chromite content of less than 1%. Overall plant recovery is expected to be about 85%. The concentrates will be combined and sent in slurry form to the Impala Platinum (Implats) smelter near Rustenberg.
A condition of the purchase by SouthernEra of its shareholding in Messina from Implats was that MPM entered into an off-take agreement with Impala Refining Services, a wholly owned subsidiary of Implats, whereby it will deliver 160,000 ounces a year of PGMs contained in concentrate over the life of mine. This agreement sees Impala Refining Services undertaking smelting, refining and marketing in return for a percentage of the delivered PGMs. Under this agreement Implats purchases the PGMs from MPM at a price based on the average published spot prices of the contained metal, subject to both guaranteed weighted average floor and ceiling prices of US$400 per ounce and US$600 per ounce respectively for platinum (ceiling being restricted to 80% production) and US$370 per ounce and US$658 respectively for palladium. Under the terms of a back-to-back metal supply agreement between Implats and an automotive company, which runs for a period of five years from January 2002, Implats sells the metal to the automotive company subject to the aforementioned floor and ceiling prices.
Phase 2 and 3 will be developed together over a 10.6km strike-length and will also incorporate the Voorspoed East resource block. This expansion phase is expected to be in full production by 2006/7 – subject to the results of a Feasibility Study. The full milling production rate for the combined development of Phase 2 and 3 is estimated to be approximately 240,000 tonnes per month. The completion will ensure annual production of approximately 340,000 to 360,000 ounces of 5PGE+Au from the Phase 2 and 3 expansion phase.
Außerdem besitzt SUF in Südafrika in der Provinz Mpumalanga eine Platin-Palladium Mine mit hohen Reinheitsgrad.
The Millennium Platinum Project is a PGM exploration project located in the south-eastern lobe of the Bushveld Igneous Complex, in the Mpumalanga Province, South Africa (map).
Through SouthernEra International Limited the Company has a 100% interest in the Millennium Platinum Project.
The Millennium Platinum Project is comprised of the farms Blauuwbank 168 JS, Rietkloof 166 JS and Haakdoorndraai 169 JS. An indicated mineral resource of 30.6 million tonnes UG2, at a grade of 3.76g/t (5PGE+Au), representing approximately 3.7 million ounces PGMs, has been declared for farms Blauuwbank and Rietkloof.
Beide Minen zusammen haben Ressourcen von 28,1 Mill. Unzen Platin und Palladium.
Da ich davon ausgehe, das auf Grund der hohen Platin Preise , Palladium viele Anwendungen ersetzt( z.b. Katalysatoren), sollte dies zu einem weiteren Anstieg führen. Klar dürfte doch sein, das nach den großen der Branche irgendwann die zweite Reihe gefragt ist. Ich könnte mir vorstellen, das wir genau uns an diesem Punkt befinden! Nach dem die Aktie in der letzten Zeit unter Verkaufsdruck gelitten hat, könnte jetzt der Boden gefunden worden sein.
Dies ist lediglich eine Vorstellung, keine Kauf oder Verkaufsempfehlung!