Forsys - Produktionsbeginn
danke, freut mich. In der jetzigen Phase kann man nicht genug recherchieren um aufzuzeigen, dass der Turnaround geschafft ist und das Forsys ein absolutes, langfristiges Spitzeninvestment darstellt.
Bin seit Sommer 2006 in Forsys investiert und werde auch noch einige Jahre hier investiert bleiben, soferne keine außerordentlichen Gegebenheiten auftreten.
Ist hier auch schon unlängst angesprochen worden - sehr wahrscheinlich werden wir die 5 oder 6 Euro wiedersehen (und meiner Meinung nach wird das wahrscheinlich auch nicht mehr all zu lange dauern).
Wäre nett, wenn der Thread auf mein Posting 1348 "CFD-Broker" eingehen könnte.
ich hoffe, ihr habt die letzten wirklich sehr schönen Tage genossen!
Habe gerade Antwort von der IR-Abteilung von Forsys Metals bekommen!
Sehr geehrter Herr JilSun,
die Rohstoffmesse in Frankfurt verlief sehr erfolgreich fuer unser Unternehmen und es freut mich auch sehr, eine insgesamt so positive Resonanz von unseren deutschen Investoren zu erfahren.
Der Kursanstieg in den letzten Tagen wird sich fortsetzen, da uns derzeit hoechsterfreuliche Umstaende umgeben.
Naeheres werden Sie in Kuerze via Pressemitteilung erfahren.
Bezueglich KEPCO habe ich keine Neuigkeiten fuer Sie zu berichten.
Wir stehen nicht nur in Verhandlungen mit KEPCO, sondern auch andere Unternehmen haben zwischenzeitlich “an unserer Tuer geklopft”.
Dabei handelt es sich um vier Unternehmen aus vier verschiedenen Laendern, mehr Info kann ich Ihnen dazu nicht geben.
Unser Management wird voraussichtlich im September/Oktober 2008 in Frankfurt fuer unsere Investoren erneut zugegen sein.
Gern lade ich Sie schon jetzt zu dieser Veranstaltung ein.
Momentan befinde ich mich noch in der Planung dieses Zusammentreffens, daher werde ich Sie kontaktieren, sobald mir naehere Details bezueglich des Datums und Veranstaltungsortes bekannt sind.
Um den Veranstaltungsort gezielt nach der Anzahl der Teilnehmer aussuchen zu koennen, benoetige ich folgende Informationen von Ihnen:
- Anzahl der Teilnehmer inclusive Ihrer Person
- Wochentags oder Wochenende bevorzugt
Fuer weitere Anfragen zu Forsys Metals Corp stehe ich Ihnen gern zur Verfuegung.
Mit freundlichen Gruessen nach Bayern
Komme zu folgendem Ergebnis:
- die Erteilung der Minenlizenz kann es n i c h t sein, da
diese aus meiner Sicht nur eine Formsache ist (sonst
würde sich die Regierung lächerlich machen und künftige
Investoren verschrecken). Ferner glaube ich auch nicht,
das die Erteilung der Lizenz große Kurssprünge recht-
fertigt
- lt. Posting von enis kann es sich dabei auch nicht um die
Einigung mit KEPCO oder anderen potentiellen Interessenten
handeln
Was bleibt, ist aus meiner Sicht nur ein signifikantes Ressourcen-Update.
Wäre an anderen Sichtweisen sehr interessiert.
Gruß
Pritpal
Hoffe, das wird kein Problem werden !
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@enis, habe die selben Infos letzte Woche bei meinem Telefonat mit Jana Naumann erhalten wie jilsun per Mail. Wie zBsp.: Verhandlungen mit Kepco sind noch nicht beendet, es gibt vier weitere Interessenten/Länder mit denen wir in Verhandlungen stehen, die Minenlizenz steht wahrscheinlich kurz bevor und Forsys wäre an der Börse in Namibia gelistet. Auch bestätigte sie mir, dass es noch weitere (Euch sicher bekannten) Rohstoffressorcen in anderen Minen gibt wie Gold, Kupfer und Zink. Auch hatte ich letzte Woche schon in einem anderen Forum gelesen, dass ein Bohrergebnis ein zweites Mal überprüft wird und sie darauf angesprochen.
Und jetzt kommen wir zum interessanten Teil!
Ich habe es so verstanden, dass eine ursprüngliche Bohrung noch einmal wiederholt wurde und dabei ein erheblich höherer Wert (als bei der erten Bohrung) analysiert wurde und diese Analyse noch einmal überprüft wird, bevor das wahrscheinlich sehr viel bessere Ergebnis veröffentlicht wird.
Und somit hat Pritbal meiner Meinung nach Recht, wenn er von einem signifikanten Ressourcen-Update ausgeht.
Keine Empfehlung nur meine Meinung und Gruß @all
PS: Der Ort und das Datum der geplanten Info-Veranstaltung stehen noch nicht fest. Verwendet doch die folgende Mailadresse JNaumann@forsysmetals.com von Jana Naumann um Euch unverbindlich schon einmal anzumelden. Bin mit ihr auch so verblieben, dass ich mich per Mail bei ihr melde um eine Einladung zu bekommen.
Gruß @all
Das steht an bei Forsys:
1. Continued drilling results from Valencia
2. Completion of the Environmental Impact Assessment and the Environmental Management Plan by the end of Q1 2008
3. Receipt of mining permit by the end of Q2 2008
4. Completion of the Valencia bankable feasibility study by the end of Q22008
5. Updated Valencia resource calculation by the end of Q2 2008
6. Commencement of construction at Valencia by the end of Q2 2008
Die Erteilung der Minenlizenz ist reine Formsache, da gebe ich Dir völlig recht. Ob die Erteilung der vollständigen Minenlizenz (und auch der anderen zu erwartenden News) Kurssprünge hervorrufen wird, weiss ich nicht - mal schauen, wie es wird.
Faktum ist, dass der faire Wert von Forsys (Basis Übernahme Uramin durch Areva; 10,45 USD/Pfund; Bereinigung EUR/USD mit 1,5505) bei ungefähr 5,36 Euro/Aktie liegt (geologische Gleichheit vorausgesetzt und nur über die Bewertung pro Pfund Uran gerechnet).
Welche theoretische Kursphantasie ergibt sich nun durch ein Ressourcen-Update (nur über Bewertung pro Pfund Uran gerechnet) ?
- bei 90 Mio. Pfund: 7,77 Euro/Aktie (Ressourcen +50%)
- bei 120 Mio. Pfund: 10,36 Euro/Aktie (Ressourcen +100%)
Fazit 1: Forsys ist massiv unterbewertet !
Fazit 2: Schon alleine aus der Unterbewertung ergibt sich enorme Kursphantasie auf 5,36 Euro/Aktie (ohne Ressourcen-Update);
Fazit 3: Die Präsentation von News ist jetzt bei Forsys reine Strategie. Der Kurs soll hochgeschossen werden, das ist klar. Natürlich muss aber auch das Sentiment im Uranbereich sowie das gesamte Marktumfeld dafür mitspielen.
Fazit 4: Börsengeld ist Schmerzensgeld - zuerst kommt der Schmerz und dann das Geld (und diese Aussage stammt nicht von mir);
Nach Erteilung der Minenlizenz (und somit Planungssicherheit) könnten sich ggf. Synergieeffekte ergeben und somit Übernahmephantasien hervorrufen.
Pritpal
Laut Salman Partners, S. 9 (Analyst Report, 12. März 2008)
"The Valencia project is projected to be a low consumer of power with a power requirement of only 6.5 MW to 8.9 MW".
"Electricity is another commodity that is scarce, not only in the Valencia area, but in Namibia as a whole. On January 23, 2008, Namibian Power Corp.(“Nam Power”), the national power utility in Namibia, announced that it would have to implement “load shedding”, which would involve scheduled power shut-downs for parts of the country. The load shedding is a result of reduced imports of power into Namibia from South Africa, which is dealing with a shortage of electricity (NamPowerreceives approximately 40% of its power from South Africa). However, NamPower stated that it expects to have additional power by 2009, which should be in time for the commencement of uranium production at the Valencia project. So far, uranium production at neither Rössing nor Langer Heinrich has been affected by the power shortage.
On January 31, 2008, Paladin Energy stated that the power situation in Namibia has not affected operations because its Langer Heinrich uranium mine is a low energyconsuming project and that the company has sufficient power supply contracted from NamPower to meet present and projected energy requirements. According to Paladin, Langer Heinrich requires 16.5 megawatts (“MW”) of power. In contrast,other higher energy consuming mines require 40 MW to 80 MW. Paladin also statedthat it has sufficient on-site standby generating capacity available if there were to be a power outage. Like Langer Heinrich, the Valencia project is projected to be a low consumer of power and is expected to have a power requirement of only 6.5 MW to 8.9 MW.
We expect that, like Paladin, Forsys would be prudent to have on-site generating capacity available in the event that there is a power outage".
Wo bleiben Gold, Zink und Kupfer?
Wie du siehst hier steckt noch viel mehr Phantasie drin.
No-Cash
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Stimmt, hast du natürlich recht.
Ich gehe in meinem Modell momentan nur von den Uranressourcen aus. Das Upside-Potenzial ist somit noch größer.
Wäre allerdings für das Erste schon damit zufrieden, dass der Markt Forsys endlich wieder hinsichtlich der Uranressourcen mit einem fairen Wert abbildet.
02 Jun 2008 bbj.huRussia’s leading uranium mining company, Atomredmetzoloto, a subsidiary of state nuclear power company Atomenergoprom, said on Monday it intends to start uranium prospecting in Namibia in the Q3 of 2008.
Atomredmetzoloto intends to set up a joint venture with a subsidiary of Russia’s second largest bank VTB, VTB Capital Namibia, and investment company Arlan, with headquarters in Namibia. Arlan will hold 75% minus one share in the JV, while Atomredmetzoloto and VTB Capital Namibia will possess 25% plus one share, Atomenergoprom said in a news release. Atomenergoprom, set up in 2007, became a part of state nuclear power corporation Rosatom in February this year.
Atomredmetzoloto will prepare a feasibility study and act as the project’s manager, while VTB’s subsidiary will contribute two uranium prospecting licenses to the JV. Arlan will provide funds for the project, with initial investment estimated at $4.5 million, the news release said. The JV will carry out prospecting in the promising Klein Spitzkoppe area of southwestern Namibia. Prospecting is expected to last two or three years, and yield uranium reserves of at least 5,000 tons, the news release said (rian.ru)
http://www.bbj.hu/main/...g+uranium+miner+to+prospect+in+namibia.html
Monday, June 2, 2008
By Virginia Heffernan
Advertisement
Prices of uranium equities have fallen by about 50% on average since peaking a year ago. The unexpected rout has left many investors wondering if the four-year bull market for uranium has come to an end, or if they should be bargain-hunting oversold stocks that still have growth potential.
Analysts with Royal Bank of Canada’s capital markets division, in a report released at the end of April, say this depends on the company. Some share prices are undervalued compared with the spot market. Other share prices are implying a uranium price of considerably more than the current spot price of US$63 a pound of U3O8 (the most common form of uranium). These prices are much higher than their peers, despite heavy declines across the sector.
Spot market prices for uranium have been in free fall since late June 2007, when they hit a high of US$136/lb. of U3O8, up from US$7/lb. in 2000. But the tight market and speculative buying that characterized the first half of 2007 has given way to downward pressure. The RBC report attributes that trend to intensive selling by traders and a “take it or leave it” approach to spot market purchases by utilities, which prefer to deal in longer-term contracts.
As a result, even though the long-term future for uranium demand still looks rosy as governments around the world become more favourably inclined toward the metal as an energy source, the spot market is not reflecting that outlook. Spot prices are down by more than 60% from last June, and equities — some more than others — have followed suit.
Among the RBC report’s undervalued equity group is the world’s largest uranium producer, Saskatoon-based Cameco Corp. Its stock was hammered last year after the company announced that production from its Cigar Lake mine would be delayed until at least 2011 as a result of widespread flooding in the developing mine.
The RBC report estimates that Cameco’s recent share price (about $40 on the Toronto Stock Exchange) implies a spot uranium price of about US$44.50. The report gives a 12-month target of $49 a share for the producer.
“We believe that Cameco will probably continue to be the best name among uranium producers, especially since the water-related risks at Cigar Lake have been reduced recently and it has a top-tier asset base that is in production,” RBC analysts Adam Schatzker and Fraser Phillips wrote in the report.
For longer-term exposure to the uranium market, the report recommends Johannesburg-based First Uranium Corp., Toronto-based Aurora Energy Resources Inc. and Denver-based Ur-Energy Inc., three TSX-listed companies that are developing or exploring uranium projects in different parts of the world.
Among developers, the RBC report favours First Uranium as a “cheap gold company with free uranium exposure” from the company’s Ezulwini gold/uranium mine in South Africa, as well as Ur-Energy because it has lots of cash and is a potential takeover target.
Among the explorers, the report says, Aurora stands out for its strong leverage to the uranium price. Aurora plans to continue with a pre-feasibility study on the Michelin project in Labrador, even though the Labrador Inuit government just passed a three-year moratorium on uranium mining on its land while it makes decisions regarding resources development. Aurora plans to begin production at Michelin in about five years.
On the other hand, the report considers producers Uranium One Inc. of Vancouver and Paladin Energy Ltd. of Western Australia to be overvalued. The performance risk at Uranium One’s Dominion Reef mine in South Africa — for which this year’s production forecasts were slashed by 32% because of power disruptions and other factors — combined with the political risk associated with the company’s uranium assets in Kazakhstan, is too high to warrant Uranium One’s $2.2-billion market capitalization.
Paladin, once the darling among uranium equities and still implying a U3O8 value of US$90/lb., says it is on track to produce 2.6 million lbs. of U3O8 in 2008 and 4.7 million lbs. in 2009 from its Langer Heinrich mine in Namibia and its Kayelekera project in Malawi. But the RBC report says Paladin’s management may be expecting more than they can deliver, especially for the Phase III expansion at Langer Heinrich.
“We think that some of the equities are trading at fairly high levels and that this premium may come down,” says the report. “However, both Uranium One and Paladin are the growth companies in the uranium industry and investors have tended to flock to them when they put money into this industry.”
Many opportunities in this sector remain for clients who believe the world economy will remain strong, says John Wong, who manages Geiger Counter Fund, a London-based fund that invests in uranium equities.
“We are still at a very early stage in the bull market,” he told Resource Investor, an online source of mining news and analysis. “Last year was an anomaly, when the market overheated and some companies became unrealistically valued.”
The supply/demand balance remains favourable for companies with long-term resources, Wong says. He believes such companies will undergo consolidation, while companies that lack genuine prospects will be decimated.
Geiger Counter Fund’s holdings are spread among Australian, British, Canadian and South African equities, including strong positions in Uranium One and Perth-based Berkeley Resources Ltd., another RBC analysts’ favourite that is in the process of securing six advanced uranium exploration projects in Spain.
The prospects for uranium companies are not as closely tied to the spot price of uranium as the market would suggest. There are two prices analysts use to gauge the direction of the uranium market: the spot price and the long-term price. Although the spot price has plummeted over the past year because of strong selling and a lack of necessity on the part of utilities to buy on the spot market — Georgia-based Ux Consulting Co. LLC, which tracks the market, reports that 82% of the spot purchasing in the first quarter of 2008 was discretionary — the long-term price has remained unchanged at US$95/lb. for the past year.
Some market insiders believe that the long-term price is a better gauge of the ongoing supply/demand imbalance, but the RBC report argues that it is also an imperfect measure; that’s because the price reflects only a small portion of U3O8 contract sales: “We believe the real clearing price for the market lies somewhere in between the currently quoted spot and long-term prices. In our view, if all materials were to be sold on the spot market today, an equilibrium price would probably be in the US$85-US$100/lb. range, given the demand/supply fundamentals and the ever-increasing cost of new mine production.”
As a result of unexpected supply disruptions, mainly attributed to a power crisis in southern Africa, Ux Consulting has reduced its 2008 forecast for global supply to 123 million lbs. from 129 million lbs. Demand is expected to remain steady, at about 185 million lbs. a year, with the deficit made up by secondary supply.
Wong sees supply as the market’s main short-term driver. He says further disappointments on the supply side are likely because there are not enough geologists and mining engineers trained in uranium to meet demand. In addition, there are shortages of vital consumables, such as sulphuric acid, and the power crisis in South Africa is far from over.
The message to investors? Ura-nium equities — depending on their current valuation with respect to the spot price, long-term resources and existing sales contracts — remain a sound investment, and may even be a bargain considering long-term supply/demand fundamentals. IE
http://www.investmentexecutive.com/client/en/News/...at=23&BImageCI=1
Kupferberg (aktiencheck.de AG) - Für die Experten von "Trendraketen.de" ist die Aktie von Forsys Metals (Profil) ein klarer Kauf.
Wie die Experten in Erfahrung hätten bringen können, scheinen einige Shortspekulanten darauf zu spekulieren, dass beim Ende Juni fälligen Private Placement vom Januar, welches bei 4,75 Kanadische Dollar (CAD) bei Institutionellen platziert worden sei, viele Aktien auf den Markt kommen könnten. Es werde anscheinend versucht, so viele Anleger wie möglich, durch gezieltes "Stopp-Fisching" aus dem Markt zu schwemmen. CEO Duane Parnham scheine dieses Spiel, welches offensichtlich von Deutschland aus initiiert werde, ebenfalls nicht mehr zu gefallen. Er habe am 29. und 30.Mai zwischen 6,16 und 6,80 CAD selbst 50.000 Aktien über die Börse gekauft (Quelle: www.canadianinsider.com).
Source: The International Atomic Energy Agency (IAEA)
Published Jun. 3, 2008
Amid heightened international interest in nuclear energy, countries are paying closer attention to a finite resource that helps to make nuclear power possible: uranium. A report released today finds that new discoveries and re-evaluations of known conventional uranium resources will be adequate to supply nuclear energy needs for at least 100 years at present consumption level. Growing demand and higher prices have spurred greater investment in exploration and led to larger identified conventional uranium resources over the past two years.
These are among the many findings in Uranium 2007: Resources, Production and Demand, the world´s most comprehensive publication on uranium. Colloquially known as the Red Book, it tracks present uranium supply and demand and assesses market dynamics to 2030 and beyond.
Supply and Demand
The uranium market has demonstrated recent strength, with major new investments and expenditures for exploration increasing more than 285% over the two-year period from 2004-2006. Over $665 million was spent globally on exploration in 2006. While global production dipped by 6% from 2005-2006, significant production increases were noted in Kazakhstan and the US.
The demand picture is increasingly complex, with significant nuclear power builds underway in China, India, Korea, Japan and the Russian Federation, and phase-out programmes underway in several European countries. Yet the report notes that new builds along with plant life extensions should increase global installed nuclear capacity in the coming decades, thereby increasing demand for uranium. Projections for 2030 indicate a range of expected growth in demand from a low estimate of 38% to a high case of roughly 78%.
In contrast to some other energy resources such as oil, the geographical distribution of uranium resources remain quite varied. Currently uranium is mined in 20 countries, with Iran being the latest entrant. Canada and Australia currently account for 44% of global uranium production, and other top uranium producers are Kazakhstan (13%), Niger (9%), Russian Federation (8%), Namibia (8%), Uzbekistan (6%), and the United States (5%).
Background
Since 1965, the IAEA and the Organisation for Economic Co-operation and Development Nuclear Energy Agency (OECD/NEA) have utilized information provided from member countries and states to publish a joint report on major aspects of uranium production, demand, and trade. The 22nd edition, released this June, reflects information as of 1 January 2007. The report´s contents are made possible through official data obtained by questionnaires sent to relevant IAEA and OECD/NEA member countries, which number 40 in total.
Dafür möchte ich mich entschuldigen.
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