Sundance.... China-Krise als Riesenchance?
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Volumen in Aussie-land zieht an.
Breves-Meeting
Ausschreibung für den Bau vom Kribi Sea-Port bis Dez.2008.
Railway und Finanzierung (China Habour Engineering Co)?
m.E.sind das noch mal die letzten (tiefen)Einkaufskurse bevor der SDL-Zug sich langsam in
Bewegung setzen wird .Entweder zieht SDL das alleine durch bis zur Produktion-oder nach der Bestätigung der Resourcen (DSO und itabrite Mineralisierung)kommen noch die Aufkäufer
zum Zug.Beides ist möglich
Trotz Amerika wird Asien weiterhin wachsen.In den nächsten Jahren will man in China
400 neue Millionenstädte bauen-bis 2020 100neue Flughäfen bauen.Ich denke es wird jede
Tonne Eisenerz gebraucht die man aus "Mutter Erde"herausholen kann.Dazu noch die restlichen BRIC-Staaten.Also ich glaube das sind die letzten (tiefen)Einkaufskurse.
nur m.M keine Kaufemfehlung.... stay long mfG berliner_baer
Die von Dir genannten Fakten wie z.Bsp. Ausschreibung für Kribi-Seeport müßten eben auch mal vom SDL-Management kommuniziert werden, zumal man ja monatliche Updates versprochen hatte. Die letzte News liegt nun schon fast 2 Monate zurück und wahrscheinlich wissen nur Insider über den tatsächlichen Stand der Dinge wie Finanzierungs-Verhandlungen Bescheid. Doch die derzeitige tiefe Bankenkrise ist sicher alles andere als ein ideales Umfeld dafür und auch die Rohstoffpreise könnten als Folge dessen wieder ins Fallen kommen. Für SDL aber ist der Weg bis zur Produktion noch sehr weit, wobei natürlich wünschenswert wäre, daß sie das Projekt wirklich durchziehen könnten. Nur im Moment ist ja die Finanzierung noch völlig offen - oder weißt du mehr darüber?
P.S. Der chinesische Shanghai-Index hat sich trotz des starken Wachstums übrigens seit letztem Sommer mehr als halbiert. Vielleicht steht ja dort eine baldige Bodenbildung bevor, was auch für den australischen Markt stabilisierend sein sollte.
SDL 0.270 22.73% 0.270 0.275 0.255 0.270 0.250 58,750,463
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Wertpapier: Sundance Resources |
http://www.asx.com.au/asxpdf/20080721/pdf/31b7xm6jlk6pxr.pdf
+ca 40 % mann o mann was ist da los !!
Das alles nur wegen den Uptate ?
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Wertpapier: Sundance Resources |
Mit Preisanstiegen von 65-97% kam es zu den bisher höchsten Zuwachsraten bei Eisenerz. Die weltweite Produktion des gesuchten Rohstoffs stieg im Jahr 2007 um 9% gegenüber dem Vorjahr. 2006 betrug der Anstieg 11%. Das meiste Eisenerz wird in Brasilien produziert, gefolgt von China, welches die Minenproduktion unerwartet stark um 20% steigern konnte.
In dem Report wird weiter berichtet, dass die weltweite Nachfragesituation nach Eisenerz wohl noch bis zum Jahr 2010 oder sogar 2011 angespannt bleiben wird. Dies dürfte auch weitere Preissteigerungen zur Folge haben.
Quelle: http://www.emfis.de/asien/asien/nachrichten/...gebrochen_ID72313.html
Am 30.9.2008 beginnt in Berlin die Europäische Eisenerz-Konferenz.
Mr.Don Lewis Managing Director/CEO Sundance Res ist ebenfalls vor Ort.
Am 2.Tag der Konferenz um 12.00 Uhr Vorstellung des Mbalam Eisenerz-Project
Quelle:http://www.iron-ore.eu/program.asp
Schönes Wochenende Stay long mfG berliner_baer
neue Investor-Presentation 25.8.2008 noch nicht über ASX sondern auf SDL-Website
http://www.sundanceresources.com.au/media/14642/...2008%20-%20v04.pdf
gutes Volumen in Aussie-land bis 16.00UHR 40000000 shares buy to sell ratio 2:1
schönen Tag noch stay long berliner_baer
Mining News:
Sundance grows Mbalam DSO resource
Kate Haycock
Wednesday, 3 September 2008
SUNDANCE Resources has upped the direct shipping ore grade resource at its much-vaunted Mbalam project in Cameroon to 222.6 million tonnes grading 61.6% iron, bringing the play a step closer to its exploration target of 300Mt of DSO.
The news from the Perth-based explorer adds to the maiden Mbalam DSO resource of 190.2Mt grading 60% iron.
The high-grade DSO comes from the Mbarga deposit, where the latest pit modelling has confirmed mining operations there should have a low strip ratio of 0.2:1, with more than 95% of the DSO resource included within the modelled mine pit shell.
Since releasing that initial resource, the company has also added 1.2 billion tonnes of lower-grade Itabirite hematite ore to its resource inventory, bringing total resources at the project to 1.4Bt.
However, at 39%, the Itabirite hematite will need to be beneficiated to produce a saleable concentrate.
The company is eyeing another 400-600Mt of lower-grade hematite mineralisation at the Mbarga deposit and up to 2.5Bt across the Mbalam project overall.
To raise the DSO resources to the 300Mt target in the meantime, Sundance is looking at three additional targets, including the Metzimevin prospect, the Western flank of the Mbarga deposit, and the Meirdional prospect.
Sundance chief executive Don Lewis said the increase in the resource inventory meant the target was in sight.
He said the deposit was turning out to be a world-class asset and the additional targets reinforced the company’s expectation of tonnage increases.
Eventually, Sundance hopes to export35Mtpa high-grade product from Mbalam.
Shares in the explorer were last trading unchanged at 28c.Mining News:
Sundance grows Mbalam DSO resource
Kate Haycock
Wednesday, 3 September 2008
SUNDANCE Resources has upped the direct shipping ore grade resource at its much-vaunted Mbalam project in Cameroon to 222.6 million tonnes grading 61.6% iron, bringing the play a step closer to its exploration target of 300Mt of DSO.
The news from the Perth-based explorer adds to the maiden Mbalam DSO resource of 190.2Mt grading 60% iron.
The high-grade DSO comes from the Mbarga deposit, where the latest pit modelling has confirmed mining operations there should have a low strip ratio of 0.2:1, with more than 95% of the DSO resource included within the modelled mine pit shell.
Since releasing that initial resource, the company has also added 1.2 billion tonnes of lower-grade Itabirite hematite ore to its resource inventory, bringing total resources at the project to 1.4Bt.
However, at 39%, the Itabirite hematite will need to be beneficiated to produce a saleable concentrate.
The company is eyeing another 400-600Mt of lower-grade hematite mineralisation at the Mbarga deposit and up to 2.5Bt across the Mbalam project overall.
To raise the DSO resources to the 300Mt target in the meantime, Sundance is looking at three additional targets, including the Metzimevin prospect, the Western flank of the Mbarga deposit, and the Meirdional prospect.
Sundance chief executive Don Lewis said the increase in the resource inventory meant the target was in sight.
He said the deposit was turning out to be a world-class asset and the additional targets reinforced the company’s expectation of tonnage increases.
Eventually, Sundance hopes to export35Mtpa high-grade product from Mbalam.
Shares in the explorer were last trading unchanged at 28c.Mining News:
Sundance grows Mbalam DSO resource
Kate Haycock
Wednesday, 3 September 2008
SUNDANCE Resources has upped the direct shipping ore grade resource at its much-vaunted Mbalam project in Cameroon to 222.6 million tonnes grading 61.6% iron, bringing the play a step closer to its exploration target of 300Mt of DSO.
The news from the Perth-based explorer adds to the maiden Mbalam DSO resource of 190.2Mt grading 60% iron.
The high-grade DSO comes from the Mbarga deposit, where the latest pit modelling has confirmed mining operations there should have a low strip ratio of 0.2:1, with more than 95% of the DSO resource included within the modelled mine pit shell.
Since releasing that initial resource, the company has also added 1.2 billion tonnes of lower-grade Itabirite hematite ore to its resource inventory, bringing total resources at the project to 1.4Bt.
However, at 39%, the Itabirite hematite will need to be beneficiated to produce a saleable concentrate.
The company is eyeing another 400-600Mt of lower-grade hematite mineralisation at the Mbarga deposit and up to 2.5Bt across the Mbalam project overall.
To raise the DSO resources to the 300Mt target in the meantime, Sundance is looking at three additional targets, including the Metzimevin prospect, the Western flank of the Mbarga deposit, and the Meirdional prospect.
Sundance chief executive Don Lewis said the increase in the resource inventory meant the target was in sight.
He said the deposit was turning out to be a world-class asset and the additional targets reinforced the company’s expectation of tonnage increases.
Eventually, Sundance hopes to export35Mtpa high-grade product from Mbalam.
Shares in the explorer were last trading unchanged at 28c.Mining News:
Sundance grows Mbalam DSO resource
Kate Haycock
Wednesday, 3 September 2008
SUNDANCE Resources has upped the direct shipping ore grade resource at its much-vaunted Mbalam project in Cameroon to 222.6 million tonnes grading 61.6% iron, bringing the play a step closer to its exploration target of 300Mt of DSO.
The news from the Perth-based explorer adds to the maiden Mbalam DSO resource of 190.2Mt grading 60% iron.
The high-grade DSO comes from the Mbarga deposit, where the latest pit modelling has confirmed mining operations there should have a low strip ratio of 0.2:1, with more than 95% of the DSO resource included within the modelled mine pit shell.
Since releasing that initial resource, the company has also added 1.2 billion tonnes of lower-grade Itabirite hematite ore to its resource inventory, bringing total resources at the project to 1.4Bt.
However, at 39%, the Itabirite hematite will need to be beneficiated to produce a saleable concentrate.
The company is eyeing another 400-600Mt of lower-grade hematite mineralisation at the Mbarga deposit and up to 2.5Bt across the Mbalam project overall.
To raise the DSO resources to the 300Mt target in the meantime, Sundance is looking at three additional targets, including the Metzimevin prospect, the Western flank of the Mbarga deposit, and the Meirdional prospect.
Sundance chief executive Don Lewis said the increase in the resource inventory meant the target was in sight.
He said the deposit was turning out to be a world-class asset and the additional targets reinforced the company’s expectation of tonnage increases.
Eventually, Sundance hopes to export35Mtpa high-grade product from Mbalam.
Shares in the explorer were last trading unchanged at 28c.Mining News:
Sundance grows Mbalam DSO resource
Kate Haycock
Wednesday, 3 September 2008
SUNDANCE Resources has upped the direct shipping ore grade resource at its much-vaunted Mbalam project in Cameroon to 222.6 million tonnes grading 61.6% iron, bringing the play a step closer to its exploration target of 300Mt of DSO.
The news from the Perth-based explorer adds to the maiden Mbalam DSO resource of 190.2Mt grading 60% iron.
The high-grade DSO comes from the Mbarga deposit, where the latest pit modelling has confirmed mining operations there should have a low strip ratio of 0.2:1, with more than 95% of the DSO resource included within the modelled mine pit shell.
Since releasing that initial resource, the company has also added 1.2 billion tonnes of lower-grade Itabirite hematite ore to its resource inventory, bringing total resources at the project to 1.4Bt.
However, at 39%, the Itabirite hematite will need to be beneficiated to produce a saleable concentrate.
The company is eyeing another 400-600Mt of lower-grade hematite mineralisation at the Mbarga deposit and up to 2.5Bt across the Mbalam project overall.
To raise the DSO resources to the 300Mt target in the meantime, Sundance is looking at three additional targets, including the Metzimevin prospect, the Western flank of the Mbarga deposit, and the Meirdional prospect.
Sundance chief executive Don Lewis said the increase in the resource inventory meant the target was in sight.
He said the deposit was turning out to be a world-class asset and the additional targets reinforced the company’s expectation of tonnage increases.
Eventually, Sundance hopes to export35Mtpa high-grade product from Mbalam.
Shares in the explorer were last trading unchanged at 28c.Mining News:
Sundance grows Mbalam DSO resource
Kate Haycock
Wednesday, 3 September 2008
SUNDANCE Resources has upped the direct shipping ore grade resource at its much-vaunted Mbalam project in Cameroon to 222.6 million tonnes grading 61.6% iron, bringing the play a step closer to its exploration target of 300Mt of DSO.
The news from the Perth-based explorer adds to the maiden Mbalam DSO resource of 190.2Mt grading 60% iron.
The high-grade DSO comes from the Mbarga deposit, where the latest pit modelling has confirmed mining operations there should have a low strip ratio of 0.2:1, with more than 95% of the DSO resource included within the modelled mine pit shell.
Since releasing that initial resource, the company has also added 1.2 billion tonnes of lower-grade Itabirite hematite ore to its resource inventory, bringing total resources at the project to 1.4Bt.
However, at 39%, the Itabirite hematite will need to be beneficiated to produce a saleable concentrate.
The company is eyeing another 400-600Mt of lower-grade hematite mineralisation at the Mbarga deposit and up to 2.5Bt across the Mbalam project overall.
To raise the DSO resources to the 300Mt target in the meantime, Sundance is looking at three additional targets, including the Metzimevin prospect, the Western flank of the Mbarga deposit, and the Meirdional prospect.
Sundance chief executive Don Lewis said the increase in the resource inventory meant the target was in sight.
He said the deposit was turning out to be a world-class asset and the additional targets reinforced the company’s expectation of tonnage increases.
Eventually, Sundance hopes to export35Mtpa high-grade product from Mbalam.
Shares in the explorer were last trading unchanged at 28c.
Sundance Res hält sich sehr gut im jetzigen Markt,es steht die Europäische Eisenerz-Konferenz an(30.9.08)in Berlin.
Neues itabrite Resourcen-Update müßte bis Ende September noch veröffentlicht werden.
Hier noch ein Value (Wert)Bericht über Fortescue Met. und Sundance Res.Letzter Absatz sehr hoffnungsvoll.
http://worldeconomy-wingate.blogspot.com/2008/09/when-panic-ends.html
schönen Tag noch stay long berliner_baer
Hartleys Report - August 2008
Dated: 11 September, 2008
http://sundanceresources.com.au/investors--media/broker-reports.aspx#
man hat auf EP143 noch nicht mal angefangen zu bohren.
schönen Abend noch stay long berliner_baer
Hier auch noch das neue increased itabirite Resourcen-Update at Mbalam auf der SDL-Website
http://sundanceresources.com.au/investors--media/announcements.aspx
Increased Itabirite Resource at Mbalam
Dated: 11 September, 2008
Arcelor Mittal und Ken Talbot--Eisenerz Cameroon nach Europa --das könnte passen -nur meine Meinung
nochmals schönen Abend stay long berliner_baer
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Riesenprofit machen und deshalbwird der Kurs immer wieder gedrückt--denn viele von denen sind noch nicht dabei.
Außerdem sind viele Trader an der Heimat-Börse Sydney am arbeiten.Man liest ab und zu von 1$bei einem
takeover-wobei ich glaube das dieses Direktorium diese Liegenschaft nicht für ein paar Dollar hergeben wird.
Man denke zurück an BBY -Report-bei Produktionsbeginn fairer Value $3,25-dabei ist noch nicht mal das
neue itabirite Resourcen-Update mit berücksichtigt
Andere brauchen im Moment auch "Cash" -viele haben sich in den letzten Monaten verspekuliert und
müssen vielleicht erstmal glattstellen
nächster Schritt ist jetzt die Finanzierung für Schiene und Hafen-sollte dies in nächster Zeit der Fall sein
werden alle "Longies"fürstlich belohnt werden-nur m M
die 6 Riggs sind immer noch am bohren EP143kann die Resource leicht verdoppeln-
man muß kein großer Mathematiker sein um sich auszurechnen welches Potenzial (Resource/Finanzen)
hier noch möglich ist--nur meine Meinung/keine Kaufempfehlung
schönen Tag noch stay long berliner_baer
Cameroon Tribune 15.9.2008
16 internationale Unternehmen sollen bis zum 19.9.08 ihre Anträge zum Bau des Kribi-Seaport hinterlegen.Diese Unternehmen sind sogar bereit die Finanzierung ihrer Aktivitäten und den Bau des Hafens zu übernehmen.
Man befindet sich in der Wettbewerbs-Dialogphase und möchte bis zum 30.12.08 mit der Unterzeichnung
der Vereinbarung abschließen.
der Baubeginn des Hafens ist dann wohl Sept/Okt 2009 -hier noch mal zum nachlesen
http://allafrica.com/stories/200809160689.html
schönen Abend noch stay long mfG berliner_baer
die auf der"Shortlist"stehen sind am Donnerstag vom Govt Cameroon bekannt gegeben worden.
Es gehören dazu-RIO Tinto -Sundance Res -und eine chinesische company.
Hier nach zulesen
http://www.businessspectator.com.au/bs.nsf/...ument&alerts&loc=center
schönen Tag noch stay long mfG berliner_baer
http://www.reuters.com/article/...sUtilitiesNews/idUSLI61284320080918
http://www.mineweb.com/mineweb/view/mineweb/en/...oid=62852&sn=Detail
http://afr.com/home/login.aspx?ATL://...02-27_LI612843§ion=latest
stay long mfG berliner_baer
meine Denkweise-----Talbot-Arcelor Mital 15%Verkauf von Mac arthur coal
GJ wohl gute Verbindung nach "Asien"
Hans Mende AMCI/Triangle Resources
John Saunders mit Verbindung zu Yilgarn Infrastruktur
CHEC China Habour Engeneering CO wollte auch Infrastruktur mit aufbauen
meine Denkweise:G.Jones und D.Lewis ziehen das Ding jetzt durch bis zur Produktion,ich glaube die Finanzierung
wird auch über die Bühne gehen(trotz Finanzkrise)
meine Denkweise:Verdoppelung der Resource auf 4-5 Milliarden Tonnen (EP143) Minenleben30-40Jahre
das wird ein Eisenerz-Riese Du weißt ja "meine Rentenpapiere"jetzt glaube ich daran
nur meine Meinung keine Kaufempfehlung stay long mfG berliner_baer
Jedoch nicht bevor Rio Tinto begint mit der Erweiterung Ihrer
Aluminium Produktion in EDEA Kamerun.
Auch sind bisher nur 350.000.000 tonen Erzvorkommen bestätigt.
Die suchen auch weiter haben jedoch zur Zeit nur 5 Drilling machines also warten.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=apGwzJDaM7og
bis denne stay long mfG berliner_baer
L'analyse desdites offres a permis de retenir les 16 candidats suivants pour la suite de la procédure :
1. CAM IRON (Australie/Cameroun) ;
2. PAN ISOS International (Canadien) ;
3. VAN OORD (Pays Bas);
4. PEDRETECK/CAMSHIP-CAMEROUN (Groupement Camerounais);
5. SEA INVEST-JAN DE NUL (Association de Groupes Belges);
6. VINCI Grands Projets/SOGEA-SATOMI/EMCC (Groupement Français);
7. HYDROMINE (Groupement Américain) ;
8. SOMAGEC-ETREMAR (Groupement Equato-guinéen/Portugais);
9. ANGELIQUE International limited/SCDP (Groupement Indo-Camerounais) ;
10. BOSKALIS International BV (Pays Bas) ;
11. CHINA HARBOUR ENGINEERING Corporation (CHEC) (République Populaire de Chine) ;
12. Groupe BOLLORE (France) ;
13. MAERSK;
14. RIO TINTO/ALCAN, (Australie-Canada-Cameroun) ;
15. SANAGA Corporation group- GIE, (Cameroun);
16. DREDGING International (Hollandais).
schönen Abend noch stay long mfG berliner_baer
News - 30 Sep 2008 21:05 Australian EST
UPDATE 1-Asian steel giants eye Sundance Cameroon unit-source
(Adds detail, quote, background)
By Tom Miles and Michael Flaherty
HONG KONG, Sept 30 (Reuters) - Australia's Sundance Resources is seeking a strategic partner for its more than $3 billion Cameroon iron ore project, sources familiar with the matter said on Tuesday.
One source familiar with the Mbalam project said the world's top steel company ArcelorMittal and South Korea's POSCO had both shown interest.
"I think they're being quite smart about showing everyone the project and getting everyone a good understanding of the project," the source said. "The Indians have been to have a look. Arcelor and Posco have done site visits."
A source close to the company confirmed it was looking for a strategic partner.
"We're anticipating that groups wanting to participate would want a stake in the project to support the delivery of the product," the source said.
A spokesman for Sundance declined to comment. Nobody at POSCO was immediately available to comment. Arcelor spokesman Jean Lasar also declined to comment.
"The official position is that we have a growth strategy based on product, geography and value chain," Lasar said.
The project has potential production of 35 million tonnes a year but is likely to need $3.3 billion of capital investment, UBS mining analyst Jo Battershill said in a report on Sept 23.
Sundance announced a 50 percent increase in the size of the Mbalam resource earlier this month, taking it to 1.75 billion tonnes at a cut-off of 40 percent iron content.
"Mbalam is clearly a very large deposit (and we believe further drilling will result in it becoming bigger) with the potential to be a significant iron ore operation, and we believe this would be attractive from a corporate perspective," Goldman Sachs JBWere analyst Stephen Gorenstein said in a note to clients on Monday.
"However, we note there remain risks in terms of financing, infrastructure and country risk that need to be addressed before it can reach its potential," he added.
Sundance's top shareholder, with a 19.74 percent stake, is Australian mining entrepreneur Ken Talbot, who earlier this year sold out of another of his projects, Macarthur Coal .
That project now has three large investors - Arcelor, POSCO and Citic Resources , a Chinese state-controlled firm that has invested in several projects alongside Talbot. (Editing by Sue Thomas) ((tom.miles@reuters.com; Reuters Messaging: tom.miles.reuters.com@reuters.net; +852 2843 6532, fax +852 2845 0636))
Keywords: SUNDANCE/