Trading Bougainville Copper (ADRs) 867948

Die Bougainville Messe in Buka mit kulturellem Rahmenprogramm:

http://www.bougainville-copper.eu/2013-buka-show.html  

http://www.otcmarkets.com/stock/BOCOF/quote

..........wurden wieder von 1 Nominee unter Aussikurs abgegriffen.

Interessant auch: Average Vol (3m) 16,942 Shares

13x5x17k= + 1 Mill. Shares

http://finance.yahoo.com/q/hp?s=BOCOF+Historical+Prices

......werden nur 33.6K "offiziell" angezeigt.

Bei den übrigen wird es sich wohl um gecancelte ADRs handeln? ;-)))))))

"...muss jeder selbst entscheiden..."  Für mich lautet die Frage dazu immer: Würde ich die Aktie heute auch noch kaufen? Kann ich das mit "Ja" beantworten, behalt ich sie.

Hier im konkreten Fall von BCL stellt sich die Frage nach einem Zielpreis sehr schwierig?

90Cent - 1,90Euro -3,90Euro 6 -7 -8 -15- 150 -1500?

Ich habe mich oft geärgert weil ich nicht bei 1,50Euro oder bei 1Euro oder 0,60Euro verkauft habe. Aber hätte ich den Verlauf (bessere Nachrichten und fallender Kurs) vorhersehen können? Hätte ich aber verkauft und der Kurs wäre weiter gelaufen - dahin wo er eigentlich sein müsste, dann wäre mein Ärger um so größer, da der Verlust an Stücken nie mehr wieder einzuholen wäre. Also verzichte ich auf den kleinen Gewinn um den großen Verlust zu vermeiden.

Und gerade jetzt in der Phase, in der die Drähtchen, die den Korken noch halten, so unter Spannung stehen, dass sich die letzten Windungen des Knotens schon fast von selbst beginnen sich aufzuzwirbeln.... Noch ein kleiner Stups durch z.B. eine auflagenstarke Empfehlung oder eine RT/BOC AdHoc...oder etc. ....

Apropos Stubs: Ich bräuchte ein paar Freiwillige für ein Nachforschungsprojekt. Es müssen Englischkenntnisse und die Bereitschaft etwas Zeit einzubringen vorhanden sein. Interessenten bitte per BM melden.

vG
Tom  

.......... im Turbomodus ;-))))))))

BOUGAINVILLE COPPER (ASX:BOC) Uptrend Up Arrow Smart Scan Chart Analysis confirms that a short term counter trend move is underway. When this action is over look for the longer term positive trend to resume. Uptrend with money management stops.

Based on a pre-defined weighted trend formula for chart analysis, BOC scored +80 on a scale from -100 (strong downtrend) to +100 (strong uptrend):
                                                  §
                 +10§Last Hour Close Above 5 Hour Moving Average
                 +15§New 3 Day High on Thursday
                 -20§No Data for 20 Day Moving Average
                 +25§New 3 Week High, August 15th
                 +30§New 3 Month High on August 21

......in den letzten 2 Wochen (D= 1.6 Mill AU 400k mit dem langjährigen Durchschnittsvol. 4:1 wenn wir das Tricky-Vol. ausklammern) ergab ein Kursplus von rd. 50%

Bei +100 USD/Share sind die Böcke jetzt gerademal mit 0.6% bewertet.Bis zu der Meldung dass die Wiedereröffung der Pangunamine "in trockenen Tüchern" ist sind also immer noch +500% drin. ;-))))))))

Dass immer mehr "feste Hände" auf die Wiedereröffnung warten wollen erkennt man daran dass trotz dem Kurssprung um 50% die Gewinnmitnahmen fast inexistent sind.

......isches Interesse

http://www.finanznachrichten.de/...auf-chinesisches-interesse-015.htm

http://www.n-tv.de/wirtschaft/...rmine-verkaufen-article11217656.html

Auch hier will sich Glencore von einem geerbten Projekt trennen.  

Der Schweizer Rohstoffriese plant den Verkauf der Kupfer- und  Goldmine Frieda River in Papua-Neuguinea. Dieser würde Milliarden in die Kasse spülen.  

um deine Rechnung nachzuvollziehen:
Du rechnest, dass die Aktie nach WIedereröffnung einen Wert von 100 AUD erreichen wird.Bleiben wir bitte bei der Landeswährung AUD , das wären dann  100 AUD /Share.
Vor der Wiedereröffnung rechnen wir mit einer Kursteigerung von 500% , das wären dann Kurse von 3 AUD.
Liege ich richtig mit meiner Rechnung?  

aktuell befinden sich für 100 Dollar/Share nachgewiesene Reserven im Boden,das hat nichts mit einem zukünftigem Kurs zu tun  

sind auch eingestiegen. Die laufen unter SUPER(ANNUATION) FUND
12 Stück sind nun in der TOP 100 Liste
Anzahl     Rank
500000    14
294650    23
174930    32
130000    41
118827    43
100000    57
100000    61
91768      65
74500      72
70700      74
57475      92
55000      95

Die warten alle auf die Dividende :-)
Und in http://www.buysellsignals.net/bcllandowners/Newsletter.do rechnet Anil mit US$2.38 PNGK5.69  
 

gab es auch schon länger. Der ESBC hat im Februar  ein Tabelle mit Veränderungen in den TOP 100 Listen veröffentlicht (Suche nach SUPER). Den Eintrag mit  500.000 BOC  gab es da noch nicht.

 

in #15414 wurden im Bericht 2 Millionen BOC-Aktien festgestellt.
Nach der Holding Liste sind die immer noch im Bestand.

Da der Vanguard Fund nicht im Register steht, müssen die 2 Mio sein bei:
57.1 Mio: JP MORGAN NOMINEES
 8.8 Mio: NATIONAL NOMINEES
 4.5 Mio: HSBC CUSTODY NOMINEES                
 3.6 Mio: CITICORP NOMINEES                    



 

Berichtigung: Den Eintrag gab es doch schon. Es wurden seitdem nur 110.000 verkauft.  

Bougainville and the Mining Question
by ramunickel

Bougainville is grappling with a series of challenges that will set the course for the island’s long-term future. What economic model of development will they adopt? How will this model gel with aspirations for independence? And perhaps most controversially how does the mining question fit into this equation?

Given the haste with which mining was initially imposed on Bougainville during the 1960s, and the bloody conflict the mine subsequently provoked, now is not the time to indecently rush the latter question, much less is it time for those in positions of power to confront communities with threatening ultimatums.

Yet that is exactly what is happening. The Autonomous Bougainville Government (ABG), Rio Tinto (via its PNG subsidiary, BCL), the Australian government, in addition to an assortment of individuals, all seem to be singing from the same hymn sheet. The hymn goes something like this:

‘If you want independence/autonomy and development, then the mine must be reopened, and Bougainville Copper Limited should operate it’.

Indeed, as much was said by BCL’s Managing Director, Peter Taylor, at the company’s Annual General Meeting:

“There is widespread agreement today that Bougainville’s economic future needs mining if it is to be able to fund services for the people from its own resources, as well as address future opportunities for economic and social development”.

These comments were repeated by ABG President, John Momis, at a recent South Bougainville mining forum. They must have got the same circular!

Worse still is the brazen fear mongering at a recent community consultation forum in Bana. New Dawn reports that the ABG Minister for Veteran Affairs terrified his audience with a range of farcical claims:

Mr. Sisito said that for Bougainville to move into economic recovery and economic self reliance, the ABG must raise a total of seventy-two million Kina which can only happen when Panguna mine is re-opened. 
He said that if the Bougainville Peace Agreement lapses in 2020 all their talk of Independence and landownership would be forfeited to the State of Papua New Guinea. 
Mr. Sisito said when this happens all Bougainville leaders and Ex combatants will be held for treason as all agreements with PNG will become null and void … On calls by women leaders to be given the chance to negotiate, Mr. Sisito said that one hidden plan was that all Bougainville single women will be married by outsiders to own the land. 
Mr. Sisito said one plan was that if Bougainville fails to get independence a military base will be based on Bougainville to stop any future uprisings on Bougainville.

In short, unless Bougainvilleans allow Rio Tinto back in – a company wanted for war crimes – then Bougainville will be subjected to military occupation, its single women married off to retskins, and its leaders and independence fighters thrown into gulags for treason. Were there a serious case for the mine’s reopening such nonsense would never be sprouted.

Powerful actors have in effect attempted to define the social equation confronting Bougainville in the most narrow, ludicrous terms possible – those for development and self-determination must support the reopening of the Panguna mine. Accordingly, in a neat rhetorical twist those against large-scale mining must become unwitting champions of political dependency and impoverishment.

Clearly a choice is being offered here, but it is logic-defying leap to call this crude alternative a great example of democracy in action. With the gun of independence and development at people’s head, they are in effect being told to reopen the mine and forget Rio Tinto’s past sins.

A case in point – speaking on the mine in February, the then Australian High Commissioner Ian Kemish told a courteous Bougainvillean audience:

“If it is your wish that development come back here ... if that is your wish ... you have to give the people [Rio Tinto/BCL] that can make that happen, confidence”.

Besides being a typically neo-colonial view of development, one which discounts achievements that fall outside western definitions of ‘wealth’, Kemish is in effect telling Bougainville if they want a shot at ‘economic development’ they must keep quiet when it comes to that ‘small issue’ of Rio Tinto war crimes.

Despite the Kemish, Taylor and Momis’ pro-mining cat-calls there is no reason to think development and mining are bound at the hip, much less that the people of Bougainville must sacrifice their rights to justice in order to achieve it. In fact, the opposite may be true.

While it is perhaps simplistic to characterise large-scale resource projects as a universally detrimental, it is a much more defensible argument within the specific context of PNG. The employment it has provided, and the knowledge transfer it has facilitated, grate against the other realities of mining. For instance, significant chunks of the wealth generated flow abroad, while that which remains in PNG is frequently pocketed by local intermediaries and a ‘mobocracy’ that wields control over state finances, leaving those in the mine area to deal with environmental damage, growing inequality, the fracture of custom, police violence, military repression, crime, mass migration, rapid urbanisation, settlements, gambling, alcohol, and the gamut of spivs and rent-seekers who invariably follow in the wake of mineral developments. And we can be sure from recent events on Bougainville, that there are more than a few local politicians prepared to emulate PNG’s mobocracy.

Of course we are told that an extensive consultation process is underway, the ABG has even flown in, with AusAID’s assistance, advisors to help the island make an informed choice about its future. We have now learnt that one of these experts is in receipt of research funding from Rio Tinto, while Coffey International, a company who handles much of the AusAID funded mining advisory services to the ABG, has Rio Tinto as one of its major clients. So much for independent advice.

It must be asked, what alternative perspectives are being offered communities on Bougainville? Are there experts with field experience in analogous economies from Latin America, the Caribbean and Africa being flown in to share their experiences of mining, agriculture, tourism and other rural industries? Are a range of development models being discussed? Are a variety of economic perspectives being introduced for community discussion? Or are the people of Bougainville being dished up large plates of pro-mining propaganda like in the 1960s? If recent reports from Bougainville mining forums are anything to go by, the signs are not good.

Democracy occurs on a continuum, its richness depends on the diversity of information being given to communities through the consultation process. Bougainville deserves more than crude ultimatums and fear mongering.

ramunickel | August 26, 2013 at 8:02 am | Tags: Bougainville,  

Evtl. Eine Art der reconciliation? Gab es diese feste in den letzten Jahren auch schon?

260813LERA CALLS FOR UNITY
By Aloysius Laukai

The Regional member for Bougainville JOE LERA says that one of his six pillars was creating total unity for Bougainville.

MR.LERA made these remarks at the closing of the four-days Bougainville Show last Saturday.

He said uniting our people through cultural festivals was one sure way of achieving unity for Bougainville.

MR.LERA said that only a strong and united Bougainville can secure a lasting future for the region.

He said as Bougainville moves towards referendum, there must be total unity amongst all the people of Bougainville.

Mr LERA said that if the ABG decides to hold the referendum in 2016 then we have only two years to prepare for it.

MR.LERA also said that he had allocated 30thousand kina to support Bougainville shows throughout the region.

The other shows still outstanding are the TINPUTZ COCOA FESTIVAL scheduled for September and the TUIRUMA FESTIVAL to be held in Buin, South Bougainville in November.

From this 30thousand kina went straight to the Bougainville Show.

Ends

Sent from my iPad  

6. 27th August President Momis will come to Guava to thank the
villagers there for looking after him when he was abducted by BRA and
was kept under safe custody by Francis Ona otherwise he could have
been killed.

7. 28th and 29th August-final Panguna Forum.

8. Sep. Mining-Policy

9. Start Belcol Negotiations with BCL/PNG/AU

http://vnr.srv3.de/...283&SYS=000&SCID=Y29uc3RydXRAcHQubHU%3D

Ein noch weiter steigender Goldpreis u. bei Prodktionsbeginn dürften die gesamten Produktionskosten von der erwarteten Förderung von 630000 oz Gold gedeckt werden.

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


ESTIMATED ANNUAL OPERATING COSTS Total 1,065 USD

ESTIMATED ANNUAL REVENUES OF BCL AT TODAY'S PRICES

Description Unit        Price per unit Production (Million)Revenue (US$ Million)
Copper Pounds             3.35                510                        1,710
Gold   Troy ounce      1,395.7             0.63                          881
Silver Troy ounce        23.73              2.11                           50
                    §
Earnings/Dividends per share US$2.38

http://www.n-tv.de/wirtschaft/...rmine-verkaufen-article11217656.html

Frieda River/Panguna Vergleich

Three analysts on average value Highlands Pacific’s 18.2 percent stake in Frieda River at A$477 million ($486 million), which would imply Xstrata’s 81.8 percent stake may be worth about $2.15 billion.

Frieda River has an estimated resource of 12 million tonnes of copper and 18.5 million ounces of gold, and could produce 246,000 tonnes of copper a year, according to a pre-feasibility study in 2010.

InSitu Wert Frieda   (estimated)   +-120 Billion USD
InSitu Wert Panguna (nachgewiesen) +- 40 Billion USD

Im Vergleich zur Frieda River Mine (noch unerschlossen) liegt der Wert der  Pangunanine bei 705 Mill USD (1.75 USD/Share) + 7 Lizenzen + Cash + vorhandene Infrastruktur

A critical concern for any buyer would be the cost of the Frieda River project, last estimated at $5.6 billion USD.(Vergleichbar mit den Kosten der Panguna Wiedereröffnung)

Während bei der Frieda Rivermine das Erz mit Lkws zum Fluss u. dann mit Lastkänen ca. 250km zum Meer transportiert werden muss Um dann noch einmal umgeladen zu werden erfolgt der Transport  bei BCL kostengünstig durch eine 20  Km Pipeline zum Hafen u. direkt aufs Schiff.

von 1,94 AUD + 7 Lizenzen + Cash + vorhandener Infrastruktur +  Low Cost Mine
 

http://vnr.srv3.de/...306&SYS=000&SCID=Y29uc3RydXRAcHQubHU%3D