Beiträge von bobelle21

Tschonko

ja, ich hab mich durch Sedar gewühlt. Goldcorp hält immernoch die 22%-Beteiligung (155 Mio. Aktien) und dürfte erst ab dem 08.04.2008 kleinere Pakete verkaufen:

Goldcorp has agreed not to sell any of the Common Shares held by it until April 4, 2008, the first anniversary of the completion of the Acquisition, and thereafter not more than 500,000 in any month unless it gives the Corporation a 24 hour notice period to find a buyer for the Common Shares.
Goldcorp has the right to nominate one director to the Corporation’s board of directors for so long as it holds not less than 15% of the outstanding Common Shares. The Corporation has entered into a three year non-competition
agreement with Goldcorp under which it has agreed not to acquire any mineral interest in the Americas with reasonably expected annual production exceeding 200,000 ounces of gold or in any property worldwide that is within 20 kilometres of any Goldcorp property.

Finanzierung lief folgendermaßen:

April 2007 435 Mio. Aktien zu 0,75 CAD$
+ November 2007 weitere 150 Mio. Aktien zu 0,75 CAD$

Grüße

na dann sind wir fasl alle beisammen

Tschonko

ich meine die Frist zum 29.03.08 betrifft nur die Special-Warrants.

Die Special-Warrants bei der letzten Kapitalaufnahme konnten ohne weitere Kosten in eine PIK-Aktie und einen halben Aktien-Warrant gewandelt werden. Diese Warrants (Series B, insg. ca 75 Mio Warrants) laufen bis zum 28.11.2012 und sind zu 0,90 CAD$ ausübbar.

Die Aktien-Warrants (Series A, insg. 218 Mio. Warrants), die Peak im April 2007 beim Erwerb der Goldmienen von Goldcorp herausgegeben hat laufen bis zum 03.04.2012 und sind zu 1,50 CAD$ ausübbar.

Das ist schon ne Menge Holz, beide sind jedoch noch unter Wasser beim derzeitigen Aktienkurs.
Falls diese Warrants ausgeübt werden fließen Peak ca. 400 Mio. CAD$ zu.

Übrigens die nächsten Übernahmen werden wahrscheinlich nicht so einfach bei dem Goldpreis. Der erste Versuch ist ja schon gescheitert.

Vancouver, British Columbia, November 12, 2007 – Peak Gold ltd. (PIK:TSX-V) (“Peak Gold”) announces that it had been in discussions regarding a potential acquisition of producing gold mines but that such discussions have now terminated as the vendor has decided not to sell the assets given the current strong price of gold.
www.peakgold.com/news/2007/index.php?&content_id=79

Grüße

Danke Edel, bin beruhigt: auf Position 2. Aber da ich IRC eher mit FNV vergleiche gibts noch einiges nachzuholen. Aber eine gute Royalty-Firma sollte jedes Depot bereichern.

Grüße

Danke Edel, bin beruhigt: auf Position 2. Aber da ich IRC eher mit FNV vergleiche gibts noch einiges nachzuholen. Aber eine gute Royalty-Firma sollte jedes Depot bereichern.

Grüße

International Royalty Corporation (TSX: IRC ; AMEX: ROY) wäre auch interessant - ist nämlich bei mir im Depot

http://www.internationalroyalty.com

Grüße

International Royalty Corporation (TSX: IRC ; AMEX: ROY) wäre auch interessant - ist nämlich bei mir im Depot

http://www.internationalroyalty.com

Grüße

Ich hab die Bewertung von PIK anhand der Goldreserven mal abgeklopft und habe dabei die per 31.12.06 und 30.09.07 ausgewiesenen Ressourcen (Measured and Indicated) zu den Reserven beider Mienen hinzuaddiert. Ich denke das sollte in den nächsten Studien machbar sein. Komme dann auf ca. 2 Mio. Unzen Gold.

Abzüglich des Cashs verbleibt eine MC von ca. 225 Mio. US$ (405 - 180 Mio. lt aktueller BMO Präsentation, die übrigens morgen startet).
Das macht eine Bewertung von ca. 112 US$/Unze (ohne die Kupfervorkommen). Die durchschnittliche Bewertung eines Produzenten kann man zur Zeit mit ca. 250 US$/Unze ansetzen, was einen realistichen Verdoppler erwarten lässt. Länderrisiken, die einen Abschlag rechtfertigen würden, seh ich nicht. Oder gibts Bedenken in Brasilien?

Weitere Aquisitionen würden die Bewertung natürlich weiter unterfüttern. Kann mich eurem Urteil also nur anschleißen.

Grüße

Es sind wohl weitere Probleme zu erwarten...In diesem Interview wird das Dominion-Projekt als unwirtschaftlich dargestellt. Der Kurs zeigt weiter Schwäche, scheint mehr zu sein als bis jetzt gedacht. Das könnte übel werden, wenn man der These folgt.

Grüße

Barry Sergeant: Investigations editor, Moneyweb

21 February 2008 23:09

MONEYWEB: Well, Barry Sergeant, the investigations editor here at Moneyweb has come into the studio. Barry, you've got quite a few thick documents with you. We heard the news today that Neal Froneman has resigned, and they've cut the output forecasts for 2008 at Dominion by 32%. What's going on?

BARRY SERGEANT: Geoff, ja, this is a bit of a rough story, hey. It's not pretty. There was, let's say, the chances of a pretty ugly story breaking out quite soon about what's been happening at Dominion .

MONEYWEB: Now, Dominion is the uranium mine in Klerksdorp?

BARRY SERGEANT: Ja, it's the flagship of Uranium One. The market's reacted pretty badly in Toronto. The stock price is down 21%. So in the past 12 months you've seen a stock worth $9bn is now down to about $2bn. And, ja, I brought these huge documents in here just to show that I'm looking at some real numbers. The competent person's report, CPR, was done for Uranium One by SRK Consulting, and it's dated 26 October 2006. We phoned them today and they cite confidentiality. I've got a thicker document here, a very similar thing, a CPR done by Anglo American, one of the erstwhile owners of...

MONEYWEB: [Overtalking] Now this was done when they basically got sold.

BARRY SERGEANT: Ja, 13 September 1996. And this valuation cost about R20m - you know, it's Anglo American, they don't mess around. They want to know the whole story before they make a decision. Now, fortunately the world's not waterproof, so we've got a pretty good idea of actually what's going on at Dominion today.

MONEYWEB: What is going on?

BARRY SERGEANT: What's going on is that the grades, the uranium grades and the gold grades - it also produces a bit of gold - are nowhere near what was in the CPR from SRK, and I'll just give you a couple of numbers. If we use the SXR data, which is available, which is based on the SRK data, then they reckon they're getting a recovery grade of uranium at 440 grams a ton.

MONEYWEB: So, for every ton of ore they're mining, they're going to get 430 [440] grams.

BARRY SERGEANT: That's what they're going to recover.

MONEYWEB: Ja.

BARRY SERGEANT: In the plant. There's a lot of other numbers. You know, your mine grade is much higher, but then you get dilution because of waste and in the plant your recoveries are affected by a number of things, and we'll get on to that in a few seconds. If you take the industry average in South Africa - remember AngloGold and also Harmony, Gold Fields, they mine uranium - if you take what's available from Uranium One and you blend that into the industry average, you would get a South African average of 310 grams of uranium oxide a ton.

MONEYWEB: So it's lower than what was expected?

BARRY SERGEANT: Well, the industry average in South Africa is a lot lower than what we've seen from SXR's SRK data, which is 440. So, we're already down to about 310 grams a ton. If you take the Anglo American CPR, this is now for Dominion, it's 210 grams a ton. Now, what I can tell you is that last month, January, the recovered grade - we'll try and stay on the same numbers, at Dominion - was 120.

MONEYWEB: So, their forecast in the Competent Person's Report - they were expecting to get 480-odd, last month the got 120.

BARRY SERGEANT: So if you take the published data that we know from Uranium One on Dominion, they would be making a monthly profit of ±R11m.

MONEYWEB: If they were getting 480.

BARRY SERGEANT: Ja, If you then say, no, no, no, those numbers are too high, they came from SRK, and use the Anglo American estimates, you're going to be getting a loss of R25m a month. Right. The January loss, the actual loss at Dominion was ±R60m.

MONEYWEB: For the month of January.

BARRY SERGEANT: Ja, R60m. And to put this in some kind of perspective, if you take two variables, your rand/dollar, your uranium oxide price, which is ±$75 a pound at the moment, and your other variable, your grade, you ask the question what does Dominion need today just to break even? It would need a rand/dollar exchange rate of R32 to the dollar. If you leave the rate where it actually is today, and say "what about the grade?", that would have to go to 1 100 grams a ton.

MONEYWEB: And it's sitting at 120.

BARRY SERGEANT: Ja, and if you leave the grade where it actually is and the exchange rate where it is, they would need a spot uranium oxide price of $280 a pound, as against $75. Now, I'm stressing this is all industry information. But I wouldn't be using the information unless it was coming from persons that are absolutely familiar with what's been happening at Dominion. There've been other spats breaking out in the background. The civils at Dominion were done by Bateman. The high-technology stuff, the plant and so on, the autoclaves and so on were done by Bateman Israel. Now, there's been a problem going on there, because if you design a plant to take a certain grade, this applies to any kind of mine, and the grade is very different, the plant kind of freaks out. It's like you don't put a frog in a liquidiser.

MONEYWEB: Unless it was designed for frogs.

BARRY SERGEANT: Yeah, exactly. And I don't imagine anybody would design such a liquidiser.

MONEYWEB: Exactly.

BARRY SERGEANT: So what we're talking about here is an operation which has been subsidised based on the information. And, despite the SENS announcement today, which tries to give a pretty upbeat picture for Dominion, this looks like it's a deadly story and its going to be a breakdown. And then we've got to start asking questions about disclosure. How long did management know that the situation was in place, and why didn't they bring it to the market's attention? Not that they have, not that they have. None of these numbers are in the market's face at this stage.

MONEYWEB: Where to from here?

BARRY SERGEANT: Well, that's going to be anyone's guess, because this is a total disaster, this is catastrophic, this is cataclysmic. And it's going to raise all kinds of regulatory problems, not only in Johannesburg but also in Toronto. And I don't think we want to go into the kind of image damage that it‘s going to do to South African stocks, once again. This is not the first scandal of this size that we've seen.

MONEYWEB: David, not...

DAVID SHAPIRO: [Overtalking] Is this a Milne & Erleigh-type situation, is it salting?

BARRY SERGEANT: Not so much salting. I mean, David, remember in year 2000 the uranium oxide price was $7 a pound and...

DAVID SHAPIRO: But I mean, if you're talking about grades of 440 grams per ton versus a recovery of 120 - I mean, how did they get to the 440? Was that in a effort to attract shareholders, was that...

BARRY SERGEANT: It's in this SRK document, and two of the authors who signed this, they're both eminent scientists and mining engineers, etc. One of them has resigned from SRK. And, as I said earlier, we couldn't get SRK onto the radio. I believe Uranium One was going to come on the radio, and they're...

MONEYWEB: In flight and we suddenly couldn't talk to them again.

BARRY SERGEANT: I guess, if I was one of those guys I'd also be on a flight.

DAVID SHAPIRO: Old Neal's gone from villain to hero, back to villain again. Unfortunately.

BARRY SERGEANT: Ja, and stepping down. If you read the SENS announcement, there's no reason given whatsoever for the stepping down, so...

MONEYWEB: What's going on then with Aflease Gold ,if he's still going to be the head of that? Is there any way to judge yet, or is there just too little information in the market as to what's going on?

BARRY SERGEANT: Well, you know, if I gave you the numbers a Dominion for what's happening with the gold recoveries, the story is just as disastrous. So, let's not even go into Aflease Gold, because this is like a step-level thing. Deal with the big things first, try and get this information in the public domain. This is investment money we're talking about here, it's shareholders money, and they've been sold a story which is turning out to be very, very different from the actualities. And let's not go into the number of employees at Dominion that have been told to shut-the-something up. This is quite a tough story.

MONEYWEB: Well, let's hope we can get some sort of information out of the company soon, and hopefully we'll get some answers. David, not a pretty story.
DAVID SHAPIRO: No, it isn't and, you know, we've grown to like Neal and it's been a success story, and we just hope that there's some explanation for this. You know, I'm not going to doubt what Barry says but, I mean, this could, as he says, be disastrous. You know, we've already had to deal with Kebble-type characters in the mining market here, and the last thing that we want for our own credibility is further news of this nature.

http://www.moneyweb.co.za/mw/v…ge55?oid=191882&sn=Detail

Wollte nochmal kurz auf dei baldige Übernahme von Canyon Resources (CAU) durch Atna aufmerksam machen.
Am 03. März ist das Special Meeting von CAU angesetzt um über die freundliche Übernahme abzustimmen.
Für jede CAU-Aktie gibts es 0,32 Aktien von Atna, d.h. man bekommt eine Atna-Aktie zu 1,34. Der akt. Kurs von Atna steht allerdings bei 1,55, ergibt einen Discount von 13,5%.

Zudem hat Canyon heute eine Feasibility Study für ihr Reward Gold Projekt veröffentlicht:

Proven and probable mineral reserves estimated in the feasibility study total 5.2 million tons averaging 0.027 ounces per ton (opt) containing 138,000 ounces of gold based on a gold price of US$575 per ounce and a strip ratio of 2.0 tons of waste per ton of ore. The Reward operation is expected to produce approximately 117,000 ounces of gold over a four year mine life at an estimated average cash cost of $409 per ounce of gold produced. This production would provide an undiscounted cash flow of $14.6 million and an internal rate of return of 13.2% at a $700 gold price. The feasibility study includes capital costs for crushing and process plants, facilities and infrastructure, mining fleet and pre-production stripping of $24.3 million. Break-even full cash cost inclusive of capital is $564 per ounce. At a gold price of $900 per ounce, the project would develop an internal rate of return of 32.8% and an undiscounted net cash flow of approximately $36 million without allowance for reserve expansion.

The feasibility study also developed an alternative case using a $700 pit design that contains in-place mineralized material of 6.4 million tons grading 0.025 opt with a waste to ore strip ratio of 2.2 using a variable cutoff grade. This case would require an additional $1.1 million in pre-production capital over the base case. This larger pit is expected to produce 134,100 ounces of gold over a five year mine life at an estimated average cash cost of $449 per ounce generating an IRR of 11% and an undiscounted net cash flow of $15.4 million using a $700 gold price. At a $900 gold price, this case produces an IRR of 30% and an undiscounted net cash flow of $40.3 million.

"The feasibility study demonstrates the robust economic potential of the Reward Project. We believe that the estimated capital costs for this project are achievable and that the operating cost structure is typical of open pit mines in Nevada today. The Reward Project has reserve expansion potential both along strike and down-dip that may be developed through future drilling with cash flow from the operation. The project has been carefully designed to create the smallest environmental footprint possible and the permitting process is well advanced. We look forward to moving this project rapidly towards production," states James Hesketh, President and CEO.

http://biz.yahoo.com/prnews/080222/laf016.html?.v=101

Daneben gibt´s noch die Briggs Miene (Openpit) mit weiteren Total Proven & Probable 130,000 Unzen Gold.
http://www.canyonresources.com/projects/briggs.php

Canyon´s MC beträgt nur 23 Mio. US$. Ich denke eine gute Übernahme.

Grüße

heute Gewinn ich

http://www.coronadoresourcesltd.com

CRD.V

Grüße

zwyss

ich hab sie nicht im Depot und würde sie auch zur Zeit nicht kaufen, aber verkaufen würd ich sie nicht auf dem Niveau. Man weiß natürlich nicht, ob die neuen Produktionsplanungen eingehalten werden können, aber die Cashkosten von 11$/Pound lt. letztem Quartalsbericht sind schon sehr niedrig. UUU könnte bei einem Cashpolster i.H.v. ca. 280 Mio. $ per 30.09. auch durch weitere Zukäufe wachsen.

Ist natürlich frustrierend die Postion eine längere Zeit mit sich rumzuschleppen, wenn sich nichts tut. Also kurzfristig denke ich eher seitwärts.

Grüße

@Eldo

PEZ.V und CPQ.V sind mir grade zu heftig am steigen. Die Ergebnisse waren natürlich herausragend. Sind auf der Watchlist.

Hab auch einen Afrikaner gekauft: Keegan Resources Inc. (KGN.V)

Peak Gold schau ich mir an, wenn Du und Value aufstocken, dann heißt das was ;).

Grüße

http://www.financeasia.com/article.aspx?CIaNID=70558

Daraus:

The news boosted the attraction of the CB and allowed it to be increased from an original $275 million by exercising the $50 million upsize option in full.
(...)
According to sources, the deal was multiple times covered with orders from about 80 investors, including several large European accounts.
(...)
Paladin said it would use $120 million of the proceeds to fund mining developments, including an evaluation of the Angela and Pamela uranium deposits that it was awarded yesterday, expansions and ongoing M&A activities over the next 12-18 months. About $50 million will be used for the stage-two expansion of its Langer Heinrich project in Namibia, $70 million for ongoing exploration and business development and $75 million for its marketing arm with the aim of developing innovative commercial arrangements to take advantage of the dynamic changes in the global uranium industry that make customers look for more flexible and variable contracts and sales proposals. The costs related to the CB issue are estimated at $10 million.

Spike in uranium prices raises hopes in Virginia
By Sue Lindsey The Associated Press
Published: February 18, 2008

CHATHAM, Virginia: You could not say Walter Coles Sr. is sitting on a pot of gold. Close, though. The rolling Virginia farmland that has been in his family for five generations contains the largest unmined uranium deposit in the United States, worth an estimated $10 billion.

The existence of the deposit has been known since the 1980s, but a spike in the price of uranium has renewed interest in mining it.

That is cause for hope by advocates in a region crippled by the loss of the textile and tobacco industries. But it also raises angst among residents who fear radiation contamination.

Coles and his partners have formed a company, Virginia Uranium, but cannot pull ore out of the ground right now. Virginia has a moratorium on uranium mining that was imposed in 1983, when a now-defunct company called Marline Uranium considered extracting the ore in this corner of Pittsylvania County.

If Coles's company eventually is permitted to mine the ore, it would be the first such enterprise on the East Coast.

The most that can happen anytime soon is that the Virginia General Assembly will approve a study of whether uranium mining can be done safely, and what controls are needed to protect the environment and residents.

That is what Coles wants, and he has offered to pay the bill, which could be $1 million.

"This project will never happen if it doesn't have the support of the broader population of Virginia," said Walter Coles Jr., who gave up an investment career in New York to help set up his father's business. "This study is a way for the people to become educated and understand the issues."

The elder Coles suggested the National Academy of Sciences as the best choice for a scientific analysis of the risks, and the bill sponsored by state Senator Frank Wagner, a Republican, has been amended to specify that agency to conduct the study.

Virginia Uranium's foes do not oppose a study, but they say the state should not conduct one in partnership with a private company. They also say that the study should be done by health care professionals who are knowledgeable about the effects of radiation, not theoretical scientists.

"Snake handlers are not afraid of snakes," said Jack Dunavant, chairman of Southside Concerned Citizens, which is leading the opposition.

The Coleses acknowledge uranium mining's links to cancer from operations in Western states in the 1950s and 1960s that operated with few controls. But they say regulations are more stringent - and technology has improved in recent years - to minimize the risk to miners and to the community from the radioactive dust that is left after uranium ore is milled and turned into yellowcake.

Opponents, 200 of whom turned out for a recent forum, are not convinced. They're concerned that the fine dust, called tailings, will get into their air and water.

Dunavant is worried that radiation will contaminate the Banister River, which runs within five miles, or eight kilometers, of the uranium site.

Downstream, it flows behind his house and into a lake that is a source of drinking water for Virginia Beach, the largest city in the state, with 435,000 residents.

One plan of attack is to persuade area governments to enact ordinances making companies responsible for environmental hazards they cause. One town council did so recently.

Marline withdrew in the 1980s not because of opposition to the mining but because the price of uranium fell. But from a low of $7 a pound in 2003, the price has risen to $90 to $100, renewing interest in the 110 million pounds, or 50 million kilograms, of ore on the Coles family property.

Marline is out of business, but the president and chief executive of Virginia Uranium is Norman Reynolds, a geologist whose calculations led to discovery of the deposit more than 25 years ago.

The elder Coles said he was somewhat taken aback that opponents "felt that the only reason I was doing this was corporate greed." If money were his only interest he could have sold out, he said. Within the past two years, large corporations have offered him and his sister millions for their 900-acre, or 365-hectare, property.

"They wanted to move my brick home down there that was built in 1810," said Coles, who moved back to Pittsylvania County about five years ago after two stints in the Army and a 30-year-career in the U.S. Foreign Service.

Coles and a neighboring family that has a small part of the deposit decided that instead of selling, they would form their own company and look into mining the ore, which is on the surface and is believed to reach a depth of 1,500 feet, or 460 meters.

"Sure I'd like to make a little money off of it," Coles said. But, he added: "We thought it would be a great asset to the community. So many people are essentially suffering today in this part of the country."

So far Virginia Uranium has 12 employees, but Coles expects it would hire 300 or more for a mining operation that would last about 30 years. The company, which has bought about 2,000 acres of farmland around the site, has 31 Virginia investors. Coles hopes it will go public in six months to a year.

http://www.iht.com/articles/2008/02/18/business/uranium.php

http://www.virginiauranium.com

Grüße

@Eldo

Kann Dich gut verstehen. Werde auch nun erstmal die Entwicklung bei Ivanhoe Mines abwarten. Bei Ivanhoe fällt mir ein: Kohle in der Mongolei hat dort funktioniert - siehe SouthGobi Energy Resources Ltd (SGQ.V, 90% im Besitz von Ivanhoe).

In May 2007, Ivanhoe transferred its Mongolian coal properties to SouthGobi Energy Resources Ltd., a Canadian coal mining company listed on the TSX Venture Exchange (SGQ). As a result of the transaction, Ivanhoe owns approximately 90% of the common shares of SouthGobi Energy Resources.

Grüße

Red Hill wurde gestern vom Casey Energy Speculator empfohlen. (unter 0,70 CAD$ kaufen). Der Kurs ist aufgrund der Empfehlung gestern um 17% auf 0,76 CAD$ gestiegen (hab sie zu 0,72 CAD$ bekommen).
Eigentlich kaufe ist nicht in solche Empfehlungspushs, aber die Aktie hat was und sie war zum Zeitpunkt der Empfehlung wie fast alle anderen (Uran-)Juniors auf sehr niedrigem Niveau.

Kurze Infos zu Aktie: MC 36 Mio. CAD$, Cash ca. 7 Mio. CAD$, Red Hill hat 11 Uranprojekte (alle JVs mit Mega Uranium).
Der Hauptgrund der Empfehlung waren allerdings Ihre beiden Kohlevorkommen:
- Ulaan Ovoo 208.8 million tonnes of high quality thermal coal (43-101)
- Chandgana Khavtgai 678.4 million tons of thermal coal (43-101)

Laut Casey kann das Ulaan Ovoo Vorkommen für konservativ geschätzte 0,75 US$/Tonne Kohle verkauft werden, was in etwa 3 CAD$ pro Aktie ausmachen würde. Ein Abschluss eines Deals ist noch nocht absehbar, aber es wird von einem Deal innerhalb der nächsten 12 Monate ausgegangen.

Zu beachten ist allerdings - wie gesagt - , die Projekte liegen alle in der Mongolei.

weitere Infos gibt´s auch hier:

http://buy-high-sell-higher.com/
http://www.mongolia-web.com/content/view/1621/2/
http://www.redhillenergy.com

Eigene Meinungsbildung ist erwünscht!

Grüße

Der Global Uranium Fund bietet meiner Meinung nach eine gute Möglichkeit diversifiziert in den Uransektor zu investieren.
Das Portfolio hab ich angehängt (Schwergewichte wie z.B. Cameco und Denison sind stärker gewichtet als die Juniors), man findet dort eigentlich alles was man braucht.
Die Vola im Fonds ist natürlich wie bei den Aktien hoch (im Vergleich zu Dez07 zu Jan08 hat der Fonds ca. 25% eingebüßt).
Allerdings kann man den Fonds mit Abschlag zum NAV einkaufen.
Laut Homepage betrug der NAV am 14.02.08 5,90 CAD$. An der Börse musste man am selben Tag nur 5,13 CAD$ zahlen, was einem schönen Discount von 13% entspricht.

Grüße

linar

Hab schon genug mit diesem Uranium am Hut, brauchte zum Glück nicht noch Beryllium ;).

Aus dem aktuellem Jahresbericht 2007 von Khan Resources KRI.TO:

Frage an Martin Quick (President & CEO) zum Uranpreis:
What are your projections for the price of uranium?

Antwort:
We have seen wild swings in the price of uranium in the spot market in 2007, which started the year at $71 per lb, rose to $137 per lb by the summer, slipped back to $75 in the fall, and then recovered again to $90 by mid-December.
However, only a small portion of uranium purchasing is conducted on the spot market, as the majority of sales are negotiated as proprietary long-term contracts. A large percentage of the swings in the spot market were not due to real demand as much as they were to the activities of hedge funds and hoarders. The true fundamentals have not changed as supply is simply not keeping up with demand. This situation is likely to continue until such time as large new producers, such as Cigar Lake in Canada and the expanded Olympic Dam in Australia, come on stream during the period 2012 to 2015. Therefore, spot and long-term prices will continue to firm during this period, and will likely be in the range of $100 to $180 per lb U3O8, as real demand continues to rise and supply continues to lag behind.

Die angesprochenen langen Liefervereinbarungen scheinen wirklich lang zu sein. Aus dem aktuellen Jahresbericht 2007 von Cameco:
Average realized price ($US/lb) 2007 37,47 und 2006 20,62.

Des Weiteren hat sich Cameco zur Übermahmepolitik geäußert:

Cameco on the lookout for acquisitions

Published: 6 Feb 08 - 21:48
World-number-one uranium producer Cameco Corporation expects to see ongoing consolidation in the uranium sphere, and may itself be on the prowl for acquisitions as the prices of potential targets become more attractive, president and CEO Jerry Grandey said on Wednesday.
"During the past few years, rapidly rising uranium prices and increasing interest in all things nuclear drove the cost of potential acquisitions above levels that seemed unthinkable only a short time ago," he said.
He said that the company's decision not to pursue acquisitions during this period had been validated, but that, as prices weakened, the group would not hesitate to move on a target, as long as it offered value to shareholders, at "reasonable cost".
The market was getting closer to levels of valuation where Saskatchewan, Canada-based Cameco would be prepared to make an acquisition.
“We are becoming increasingly interested,” Grandey said on a conference call to discuss the group's fourth quarter results.

Zum Abschluss hab ich noch eine Zusammenfassung zum Uranmarkt aus dem Khan-Jahresbericht angehängt. Wir können warten

Grüße

Rhöngold

woher kommt Dein Zitat? Hoffe auch auf eine Genehmigung.

Grüße

Die Nachricht kommt ja günstig. Werd jetzt kaufen. Produktion 2007 52 Mio. Pfund Kupfer und 0,5 Mio. Pfund Moly. Das sollte die Finanzierung auch durch einen günstigen Kredit gewährleistet sein bei dem zu erwartenden Cashflow. Grüße

February 6, 2008 Vancouver, BC -- Taseko Mines Limited (TSX: TKO; AMEX: TGB)("Taseko") is pleased to provide an update on the concentrator expansion at its 100% owned Gibraltar Mine in south central British Columbia.

The Semi-Autogeneous Grinding Mill ("SAG mill") and its Ancillary operating components were released from the construction group to Gibraltar's mill operations team December 27, 2007. Over the past 4 weeks, conversion work on the secondary grinding system has been completed ahead of schedule. As of February 1st, the Gibraltar concentrator facility has achieved the engineering designed milling rates expected from the SAG mill.

Russell Hallbauer, President and CEO of Taseko stated:

"It has been a short 16 months from the start of this process to having our new concentrator facility commissioned on time and on budget. With the bulk of the critical construction and concentrator conversion behind us, Gibraltar is positioned to increase its production rate by the end of 2008 to 120 million pounds of copper and 1.3 million lbs of molybdenum annually.

The Gibraltar team has completed this complicated expansion program while continuing to increase copper production and lowering the cost of that production. We are on schedule to more than double our metal production at a capital cost per ton of processing capacity that is significantly below that of any other copper producer. This will allow us to increase our earnings and cash flow as we continue to take advantage of the present regime of copper and molybdenum prices."

http://www.tasekomines.com/tko…entrator-Expansion-Update