APEX Silver - mein Favorit
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Eröffnet am: | 01.11.06 16:35 | von: xpfuture | Anzahl Beiträge: | 35 |
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Es gibt aber das Projet "San Cristobal" in Bolivien. Dies ist einer der weltweit größten Silber-Zink-Blei-Vererzungen. Die Resourcen dieses Projekts enthalten ca. 470 Mio. Unzen an Silber, über 3,6 Mio. Tonnen an Zink sowie mehr als 1,3 Mio Tonnen Blei.
Weiters verfügt Apex (Kürzel: SIL) über mehr als 200 Mio USD in Cash. Würde man alle Beteiligungen und Wertpapiere miteinrechnen käme man auf 600 Mio USD.
Es ist also genug Geld vorhanden um das Projekt weiter voran zu treiben - wovon andere Explorer nur träumen können. Die Realisierung des Projekts ist somit ausreichend finanziert.
Das Straßennetz von über 250 km ist bereits fertiggestellt, die Bahnstrecke ist gerade in Bau und die Verarbeitungsanlage ist zu 75% fertiggestellt.
Im Herbst dieses Jahres wurde auch ein neuer Partner für dieses Projekt gewonnen. Sumitomo (Mischkonzern aus Fernost) mit einer MK von 16 Mrd. USD hat sich mit 35% an dem Projekt beteiligt. Sumitomo hat sich bereits bei anderen renomierten Rohstoffunternehmen wie Newmont oder Phelps Dodge eingekauft. Dieser Schritt beweist das Potenzial dieses Projekts.
Aber nun zu den interessanten Sachen:
- Die geplante Produktion der San Cristobal Mine wird mit ca. 17-20 Mio Unzen jährlich angegeben. Im Vergleich zur Penasquita-Mine (Mexiko) oder der San Bartolome-Mine in Bolivien, die beide jeweils ca. 8 Mio Unzen jährlich abbauen und derzeit zu den 2 größten Minen weltweit gehören wäre die Mine von Apex mit Abstand das größte Silberminenprojekt überhaupt.
- Sobald die Mine in Betrieb ist, wäre sie nicht nur die größte Silbermine, sondern gleichzeitig auch größte Zinkmine der Welt. Mit einem Ausstoß von ca. 190.000 Tonnen pro Jahr übertrifft sie damit sogar die Dairi-Mine in Indonesion mit ca. 120.000 Tonnen jährlich.
- Mit neuen Explorationsgebieten in Argentinien, Peru, Mexiko, Honduras und Bolivien mit zum Teil sehr guten Bohrergebnissen, scheint auch die weitere Zukunft des Unternehmes gesichert.
- Acu Superinvestor George Soros ist mit ca. 3,1% an Apex beteiligt. Alleine die Top10 halten mehr als 75% aller Aktien.
- Im Vergleich zur Peergroup die mit 3-4 USD je Silberunze bewertet ist, wird APEX mit nur 0,50 USD per Silberunze gehandelt.
- Das Minenleben nach heutigen Resourcen beträgt über 16 Jahren.
Nun noch ein kleines Rechenbeispiel das das Potenzial dieses Explorers untermauert.
Gesamt ausgewiesene Resourcen per 30.06.06
- 467.767.300 Unzen Silber
- 3.666.100 Tonnen Zink
- 1.337.300 Tonnen Blei
Bei derzeitigen Marktpreisen von
- 1 Unze Silber 12 USD
- 1 Tonne Zink 4.200 USD
- 1 Tonne Blei 1.590 USD
D.h. der Wert aus den Resourcen mit den derzeitigen Preisen für die zugrunde gelegten Rohstoffe würde sich ein Marktwert von
unglaublichen 23 Mrd. USD, davon 65%-Anteil wären das immerhin noch stolze 15 Mrd. USD ! Nun sind die 920 Mio. USD die vorher noch als sehr ambitioniert erschienen eigentlich nur noch Peanuts.
Nun noch eins zum Schluß, die hier angegebenen Zahlen entsprechen den Tatsachen und sind keine hochgegriffenen Vermutungen, wie bei den meisten Explorern.
Den Chart hab ich mir von nuessa geklaut - Danke.
Einzig negativ sehe ich die politische Zukunft in Bolivien. Hier hat man aber auch schon bestätigt, dass die Bergaukonzerne nichts zu befürchten haben. Außderdem ist Morales kein dummer Mensch. Er weiß genau, dass er die Minengesellschaften braucht um an die Bodenschätze zu gelangen. Kann mir eine Art Bodenschatz-Steuer vorstellen, die zwar bei den Unternehmen die Gewinne schumpfen lässt, sie aber nicht gleich enteignet.
Frühere negative News wie die Veruntreuung von ca. 1,6 Mio USd eines Mitarbeiters, sowie Aktienverkäufe des Manangements sehe ich als nicht mehr akutell an. Sollten aber immer im Hinterkopf behalten werden.
xpfuture
Bolivia plans to raise the taxes paid by mining companies six-fold in a shake-up of the industry set to be announced in the coming weeks, a newspaper reported on Sunday, citing the country's mining minister.
Mining Minister Guillermo Dalence was quoted as telling the daily La Razon that the leftist government of President Evo Morales had received $45 million in tax revenue on mining exports of $1 billion in 2006.
"That's a ludicrous amount taking into account that these are not renewable resources. If in 2007 we were to export $1 billion worth of minerals again, the state should receive at least $300 million," Dalence was quoted as saying.
That would represent an increase of more than 600 percent on the mining industry tax take he described for 2006.
xpfuture
http://apexsilver.de
DENVER, CO, Jul 29, 2008 (MARKET WIRE via COMTEX) -- Apex Silver Mines Limited (SIL:
apex silver mines ltd ord) will report its second quarter 2008 financial results on Tuesday, August 12, 2008, before the American Stock Exchange opens for trading. A conference call and live webcast have been scheduled for the same day at 10 a.m. Eastern time.
The call will be hosted by Jeffrey Clevenger, President and Chief Executive Officer, joined by other members of the Apex management team.
Apex Silver is a mining, exploration and development company. The ordinary shares of Apex Silver trade on the American Stock Exchange under the symbol "SIL."
CONTACT:
Apex Silver Mines Corporation
Jerry W. Danni
Senior Vice President, Corporate Affairs
(303) 839-5060
SOURCE: Apex Silver Mines Limited
Pursuant to the Plan, the Company will sell to Sumitomo Corporation ("Sumitomo") the Company's remaining direct and indirect interests in the San Cristóbal mine, including its 65% interest in Minera San Cristóbal, for a cash purchase price of $27.5 million, plus $2.5 million in expense reimbursements and the assumption of certain liabilities, pursuant to the Purchase and Sale Agreement dated January 12, 2009 (the "Purchase Agreement") among ASMC, certain other wholly owned subsidiaries of the Company, Sumitomo and one of Sumitomo's wholly owned subsidiaries. In addition, under the terms of the Purchase Agreement and the Plan, the Company will be released from liabilities associated with the San Cristóbal mine, including its guarantee of San Cristóbal's indebtedness. The Company presently anticipates that the Purchase Agreement will be consummated on or about March 24, 2009 in conjunction with, and as a condition to, the Company's emergence from bankruptcy pursuant to the Plan.
As a condition to the closing of the Purchase Agreement, ASMC will enter into a Management Services Agreement with Sumitomo (the "Management Agreement") under which it will provide certain management services to the San Cristóbal mine following consummation of the Purchase Agreement and emergence from Chapter 11 proceedings. ASMC will receive an annual fee of approximately $6.0 million, and a potential annual incentive fee of $1.5 million. The Management Agreement will have an initial term of twelve months and thereafter may be terminated by the Company with twelve months prior notice or by Sumitomo with six months prior notice. If terminated by Sumitomo, ASMC will be entitled to a $1.0 million termination fee.
Under the Plan, Golden Minerals Company, a new Delaware corporation, will hold the Company's assets upon emergence, and the Company will be liquidated in accordance with Cayman Islands law. The current equity holders of the Company will receive no recovery under the Plan and the ordinary shares of Apex Silver Mines Limited will be cancelled through the liquidation process.
Under the Plan holders of the Company's outstanding $290 million of 4.0% and 2.875% Convertible Senior Subordinated Notes due 2024 (collectively the "Subordinated Notes") will be entitled to receive a pro rata distribution of (i) common stock of Golden Minerals Company, and (ii) approximately $45 million in cash plus any other cash or cash equivalents held by the Company in excess of $15 million (plus a reserve for certain projected reorganization expenses), and the Subordinated Notes will be cancelled. Other unsecured creditors will receive cash payments for their claims, up to a maximum recovery of $10,000 per claim, or a pro rata distribution of common stock of Golden Minerals Company. Approximately three million shares of common stock of Golden Minerals Company will be issued to holders of the Subordinated Notes and other unsecured creditors under the Plan.
In addition to managing the San Cristóbal mine as described above, the business strategy of Golden Minerals Company will focus on the advancement of exploration activities on certain properties within a broad portfolio of 45 exploration properties in South America and Mexico. Two of these properties are in intermediate to advanced stages of exploration: the El Quevar silver project in Argentina and the Zacatecas silver and base metals project in Mexico. Golden Minerals Company will also seek to leverage the experience and skills of the management team by performing mine services, including feasibility studies and project development strategies; engineering, construction and procurement management; environmental permitting and corporate social responsibility support; technical support; and operations management. In addition, Golden Minerals Company will actively pursue growth through strategic opportunities, including acquisitions, joint ventures and asset consolidations that can bring synergy to existing assets and leverage the strengths of the management team.
The common stock of Golden Minerals Company is expected to commence trading over-the-counter (OTC) when the Plan becomes effective following the Company's emergence from bankruptcy on or about March 24, 2009. The Company expects that Golden Minerals Company will pursue a listing on a U.S. national securities exchange and the Toronto Stock Exchange. Golden Minerals Company will be the successor to the Company for purposes of reporting under the U.S. securities laws.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act, including statements regarding the future effectiveness of the Company's plan of reorganization under Chapter 11 of the U.S. Bankruptcy Code; the timing of the Company's emergence from Chapter 11 and the sale of the San Cristóbal mine to Sumitomo; the continued management of the San Cristóbal mine by Golden Minerals Company, the potential initial trading markets for the common stock of the Company's successor, Golden Minerals Company and the Company's intention that Golden Minerals Company pursue listing of its common stock on a U.S. national securities exchange and the Toronto Stock Exchange; and the expected components of Golden Mineral Company's business strategy. These statements are subject to risks and uncertainties, including whether the closing conditions for the sale of the San Cristóbal mine will be met, the ability of Golden Minerals Company to meet the listing standards for any securities exchange on which it seeks listing, financial market conditions and the ability of Golden Minerals Company to raise capital during 2009 on acceptable terms or at all. The Company assumes no obligation to update this information. Additional risks relating to the Company may be found in the Company's periodic and current reports filed with the Commission.