Beiträge von Tambok

    #1 von Tsuba 28.01.04 20:37:28 Beitrag Nr.: 11.990.313
    Dieses Posting: versenden | melden | drucken | historischer Thread DURBAN ROODEPT RC


    Gold konsolidiert.


    Rand wird stärker (relativ zum US$).


    Ich wär ´ja so gern noch geblieben;


    aber der Wagen, der rollt.


    Mitlaufen (na klar!!)


    Oder standhalten (altmodisch).


    Lohn der Angst wurde Anfang der


    50-iger Jahre gedreht.


    Ein Ölfeld in Venezuala brennt.


    1 oder 2 tausend US$, dem der TNT


    zum Wegsprengen des Infernos anliefert.


    1 oder 2 tausend $$ ????



    gruss


    Tsuba

    Mehr Hinweise auf die Doppelbödigkeit von Drooy geht nicht mehr.

    Aber das ist wahrscheinlich für die Katz.

    Der Arzt hätte ja auch sagen können, daß der Kaffee zuhause eingenommen werden soll.
    Von McDonalds nicht abzuraten, war ein Kunstfehler.
    Und jetzt können sich die zwei da nicht mehr blicken lassen.

    Tragisch

    Tambok

    einfach so von der WAR-homepage abgegriffen.

    Genaueres weiß ich nicht.

    Die ADR´s werden nicht erwähnt.

    Da müßte aber ähnlivhes gelten.

    Wait and See

    Tambok



    The material below is supplied on a direct feed from McGregor BFA and is published without correction or comment. The views expressed are not necessarily those of the directors.


    WESTERN AREAS LIMITED
    =======================
    (Registration Number: 1959/003209/06)
    Share code: WAR & ISIN No: ZAE000016549
    ADR Ticker symbol: WARUY
    CUSIP No: 957654304
    ("Western Areas")



    INFORMATION UPDATE TO WAL SHAREHOLDERS
    ========================================
    Shareholders are advised that Western Areas hosted South African analysts on an


    underground tour of the South Deep mine on 20 October 2005, followed by


    comprehensive presentations by South Deep management. This followed a similar


    visit by international analysts hosted by Placer Dome Inc.


    Shareholders are referred to the website: http://www.westernareas.co.za to view the


    information that was presented.



    8 November 2005
    ==============
    Johannesburg
    Sasfin Corporate Finance
    A division of Sasfin Bank Limited
    Date: 08/11/2005 05:00:12 PM Produced by the JSE SENS Department


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


    WESTERN AREAS LIMITED
    (Incorporated in the Republic of South Africa)
    (Registration Number 1959/003209/06)
    Share code: WAR
    ISIN: ZAE000016549
    ("WAL")
    JCI LIMITED
    (Incorporated in the Republic of South Africa)
    (Registration Number1894/000854/06)
    Share code: JCD (suspended)
    ISIN: ZAE000039681
    Debenture Code: JCDD (suspended)
    ISIN: ZAE000039699
    ("JCI")



    RIGHTS OFFER SALIENT DATES

    Introduction
    Further to the announcements published on 12 May 2005, 30 June 2005, 19 August


    2005 and 30 August 2005, WAL shareholders are advised that the salient dates in


    respect of the renouncable rights offer of 35 505 240 WAL shares ("rights offer


    shares") at a subscription price of 1 800 cents per share in the ratio of 29.95


    rights offer shares for every 100 WAL shares held, are as follows:



    2005
    Last day to trade in WAL shares in order to Friday, 18 November


    qualify to participate in the rights offer (cum
    entitlement) on


    WAL shares trade ex the rights offer entitlement Monday, 21 November


    from commencement of trade on


    Listing and trading of letters of allocation on Monday, 21 November


    JSE from commencement of trade on


    Record date for shareholders to participate in Friday, 25 November
    the rights offer on


    Circular posted and form of instruction issued Monday, 28 November
    to certificated shareholders on
    Rights offer opens at 09:00 on Monday, 28 November
    Last day for trading in letters of allocation on Thursday, 8 December
    JSE in order to be settled by 17:00 on Thursday,
    15 December 2005 on
    Listing and trading of rights offer shares on Friday, 9 December
    JSE at 09:00 on
    Rights offer closes at 12:00 on Thursday, 15 December
    Forms of instruction including cheques in Thursday, 15 December
    respect of certificated shareholders to be
    lodged by 12:00 on (see note 0
    Record date for letters of allocation on Thursday, 15 December
    Entitlement in respect of the rights offer Monday, 19 December
    available on
    Rights offer shares issued and posted to Monday, 19 December
    certificated shareholders on or about
    Accounts of dematerialised shareholders updated Monday, 19 December
    and credited at their CSDP or broker on
    Results of the rights offer and basis of Monday, 19 December
    allocation of excess applications published on
    SENS on or about
    Results of the rights offer and basis of Tuesday, 20 December
    allocation of excess applications published in
    the South African press on or about
    Share certificates in respect of excess shares Tuesday, 20 December
    allocated posted to certificated shareholders on
    or about
    Accounts of dematerialised shareholders updated Tuesday, 20 December


    in respect of excess shares allocated at their
    CSDP or broker on


    Notes
    The dates and times are subject to amendment. Details of any such
    amendment will be published on SENS and in the South African press.
    All times indicated are South African times.
    Share certificates in respect of WAL shares may not be dematerialised or
    rematerialised between Monday, 21 November 2005 and Friday, 25 November
    2005, both days inclusive.
    CSDPs effect delivery on a "delivery against payment method", in respect
    of holders of dematerialised WAL shares.
    If you are a dematerialised shareholder of WAL shares, you are required to
    notify your duly appointed CSDP or broker of your acceptance of the rights
    offer in the manner and time stipulated in the custody agreement.
    Dematerialised shareholders will have their safe custody accounts at their
    CSDP or broker credited with their entitlement on Monday, 28 November
    2005. Certificated shareholders will have their entitlements created in
    electronic form and held at Computershare on Monday, 28 November 2005.


    Documentation


    The WAL rights offer circular and the forms of instruction in respect of the
    letters of allocation will be available for inspection at the registered offices


    of WAL from Monday, 28 November, and will be posted to WAL shareholders on or


    about Monday, 28 November 2005.


    Copies of the circular can be obtained during normal business hours prior to the
    closing of the rights offer being 15 December 2005, at the registered offices of
    WAL, 3rd Floor, 28 Harrison Street, Johannesburg, 2001.
    Johannesburg
    4 November 2005
    Investment bank
    Investec Bank Limited
    Corporate Finance
    Legal adviser to WAL
    Tabacks
    Independent reporting accountants to WAL
    KPMG
    Sponsor to WAL
    Sasfin
    Date: 04/11/2005 05:00:06 PM Produced by the JSE SENS Department

    das Thema Rot-China verträgt einen separaten Thread



    Aus GLOBMAIL.COM vom 16.11.05


    Juniors join Chinese gold rush
    ========================
    But majors holding back over concerns of murky regulationBy
    ===============================================
    GEOFFREY YORK


    Wednesday, November 16, 2005 Page B6

    BEIJING -- The halls of Beijing's convention centre are buzzing with the


    adrenalin rush of a new mining boom. Dozens of Canadian juniors are


    scrambling for a slice of China's vast mineral deposits, and they


    gathered excitedly yesterday to tout their prospects at China's annual mining congress.



    But while the conference boasted a dramatic rise in exhibitors and a


    record number of participants, two of Canada's biggest mining


    companies were sounding a starkly different note. They are warning of


    risky pitfalls in the Chinese regulatory regime that could constrain the industry's future.



    Falconbridge Ltd. and Teck Cominco Ltd. are cautioning that Beijing
    ================================


    needs to clarify its uncertain licensing procedures if it wants the Chinese


    mining industry to reach its full potential.



    Both companies -- like many of the world's biggest miners -- have


    remained largely on the sidelines of the Chinese exploration boom,


    although they do have a presence in the country. Questions about land


    title in the licensing process are a key reason for their hesitation.



    "We would be loath to invest large amounts of money in development


    without understanding the legal framework," Falconbridge's chief


    operating officer, Peter Kukielski, told reporters yesterday.



    Many of the major Western mining companies, including Falconbridge,


    will be unwilling to take a gamble on China until the regulations are clarified, he said.




    "I think it will be an inhibitor. There is some concern. We don't


    understand clearly how one attains land ownership in China. While there


    is some uncertainty about ownership, we are reluctant to invest a major amount of dollars."



    In a speech to the mining conference on its opening day, he warned that


    China's efforts to attract the most efficient Western investors "will be


    slowed by the deeply complex issue of land ownership."




    Doug Horswill, senior vice-president of environment and corporate


    affairs at Teck Cominco, said Beijing will realize the need to "get the


    rules right" when it sees the competition from other countries with better


    regulations. "The real issue for China is the competition that it's engaged


    in with Peru and Chile and Canada and Australia to secure those


    exploration dollars," Mr. Horswill told the conference.



    One of the key problems, he said, is the lack of assurance that an


    exploration company will be allowed to secure a mining licence after it


    discovers a mineral deposit. Under current Chinese rules, the company


    that discovers a deposit is given "priority rights" to the mining licence, but


    it doesn't have a guaranteed right. "The term 'priority rights' is suggestive


    of a second decision, and that worries us, and it worries a lot of Western


    companies," he told reporters later.






    Mr. Horswill said he was planning to raise the land-title issue with a


    senior Chinese government official at a private meeting yesterday. "I


    think the Chinese officials know this issue very well and are examining


    how to deal with it. We're optimistic that they will."




    Teck does have exploration people on the ground in China looking for


    opportunities, but it remains cautious, he said. "It will take some time for


    our comfort levels to grow, and to find the partners that we want to work with."



    China's minister of land and resources, Sun Wensheng, told the


    conference that the government will ensure an "open and transparent"


    regulatory system that will "protect the legal rights of foreign investors."


    But he provided no specific details.



    Junior mining companies, however, are increasingly enthusiastic about


    China. In the gold and silver sector alone, at least 30 Canadian


    companies are actively exploring here, and China has emerged as the


    world's fourth-largest gold-producing country.




    The exploration boom seems to be gathering strength. More than 2,000


    delegates and 200 exhibitors are registered at the China mining


    conference this week, a sharp rise from the 1,325 delegates and about 80 exhibitors at last year's congress.



    The juniors are less bothered by the question marks about land security


    in China. Several are already applying for mining licences and they


    believe they can pave the way for the bigger companies by showing that


    the process is less risky than some had feared.





    "We feel confident that we'll get our mining permit," said Jay


    Chmelauskas, president of Jinshan Gold Mines, a Vancouver-based


    company is developing a gold mine in the Inner Mongolia region of China.




    "A lot of senior companies are on the sidelines, just kicking tires and


    watching the juniors. But once we show we have mining permits and go



    into production, then China will be de-risked. We need a year to de-risk China."



    Although Jinshan has been working for a year on the studies required for


    its mining licence, it acknowledges that it might not get its mining permit


    from Beijing until the first or second quarter of next year. "Beijing is a bit



    of a black box," Mr. Chmelauskas said.

    DOMina schwingt die peitsche, daß es nur so pfeift.

    Und BTV gibt keinen Muckser von sich.

    Nur flott sind die geworden. Heute kann man

    lesen, daß ca. ein Drittel der Aktien aus der

    KapErhöhung von den Alt-Aktionären gezeichnet wurden.

    Zwei Drittel der Jungen übernimmt eine Bank.

    Das ist aber nicht so sehr interessant.


    Was war in den letzten Drill-Löchern?


    Das macht erst die Musik .



    PS
    Eldo, Milch kommt erst später dran.



    Gruss


    Tambok

    was wird jetzt geschehen?

    tippe,

    DRD schlägt Kapitalerhöhung gegen Sacheinlage (Austral/Asiatische Minen) vor.

    Glaube nicht, daß DRD die EMP von der Börse nehmen will.


    Was das für den Kurs bedeutet (sowohl von DRD wie von EMP)
    würde bei normalen Aktionären von den Terms of Trade abhängen.
    Aber die haben zuviele herrliche Aktionäre.

    Da wird alles beklatscht, d. h. DRD und EMP machen einen Hüpfer.

    Nustar ist eine nagelneue Untertagemine. Alle Produktionsanlagen

    waren im Sept.-Quartal erstmals unter "Vollast".

    Das Ergebnis war eine "rote Null".

    Anscheinend hatten sich die Aktionäre mehr versprochen.

    Bei mir hat der NacktStar noch mehrere Quartale Schonfrist.



    Die BATAVIA muß von jetzt auf gleich mit "Veröffentlichungen" raus.

    Das brennt mir wirklich auf den Nägeln.

    zur aktuellen RSA GM Produktion


    Aus BUSINESS REPORT 15-11-05



    Gold output predicted to hit 80-year low
    ==============================



    Johannesburg - South Africa's gold output was likely to fall to an 80-year low of 300 tons in 2005, down from 346 tons in 2004, which was the lowest level since 1931, Andisa Securities gold analyst Dr Dave Davis said on Monday.


    From 2006, South African gold output is likely to stabilise at about 300 tons as a number of gold mining projects come on line, Davis told delegates at the London Bullion Market Association Precious Metals conference.


    These projects included the South Deep mine, AngloGold Ashanti's Moab Khotsong mine and new gold mining projects that Harmony Gold was developing, he said.


    In 2002, South African produced 400 tons of gold.


    Between 2002 and 2004, South African gold mines saw a tremendous increase in costs relative to their global peers like world number one gold miner Newmont, Davis said.


    Newmont's cost per troy ounce of gold produced increased by 22 percent to an average of $232 per ounce, while South African costs doubled to an average $395 per ounce.


    As a result of the appreciation of the rand against the US dollar, South African gold mining companies aggressively dealt with the cost problem by restructuring their operations.

    Eldo,

    für die Galeerensträflinge, ehemalige Thistle-Aktionäre,

    ist es schon Fortschritt, wenn die Peitschen kürzer gemacht werden.

    (Das ist nicht wie bei der Domina.).


    Es geht um President Steyn, d. h. hochwertige Reserven ohne Ende.

    Dazu noch 1,2 Mio Unzen Reserven auf Philipines.

    Man darf auf dem Weg zum Wasserfaß nur nicht verdursten. Aber genau das war passiert.

    Tambok Waterloo