Atlantic Ltd Company. Exploration & Vorbereitung!!

also viel Zeit bis dahin...die hohe Verzinsung ist ärgerlich. Kann man Anleihen vorher schon abzahlen? Vielleicht kann Atlantic das ja machen, wenn die Porduktion erst mal normal läuift in 2013.

 

 

Ich denke der Schlüssel ist hier, dass man die Anleihen mit der Ausgabe von Aktien tilgen kann. Ist dann zwar eine Verwässerung, aber ich denke 2018 wird der Kurs in anderen Regionen beheimatet sein. Dann ist es durchaus sinnvoll, wenn man sich dadurch Cash aufhebt. Das Bauxit Projekt in Vietnam ist ja auch noch auf der Agenda und da wird sicherlich einiges an Cash nötig sein.
Das wichtigste im Moment bei der Gesamtmarktlage ist, dass man einerseits liquide und andererseits bereits Produzent ist.

Top News.

www.asx.com.au/asxpdf/20120629/pdf/4274mz634ht24y.pdf

Er hat`s wirklich getan. Minosora hat Wort gehalten und für 10 Mio$ Aktien im Wert von 0,88$ das Stück gekauft.

Was für ein Vertrauensbeweis. Fast über 100% vom aktuellen Marktpreis.

Echt der Hammer. Man schaue sich mal an, wo die Aktie herkommt. Die derzeitigen Kurse sind eine Top-Chance. Natürlich alles nur in Verbindung mit den gesetzten Zielen des Unternehmens. Hier ist hoffentlich bald richtig Musik drin.

Michael Minosora Glen Zurcher Chairman and Managing Director Investor Relations Atlantic Ltd Atlantic Ltd

Ph: + 61 8 6141 7100 Ph: +61 8 6141 7215
About Atlantic

Atlantic is committed to building a diversified portfolio of world class resources assets that will provide superior returns to shareholders.
Atlantic combines its strong financing capability with a highly disciplined and innovative approach to acquire resources projects that are low cost, long life and near production.
Atlantic subsidiary Midwest Vanadium Pty Ltd owns 100% of the Windimurra vanadium project, located approximately 600 kilometres north of Perth in Western Australia. Windimurra hosts one of the largest proven vanadium reserves in the world.
Additional information on Atlantic can be found at www.atlanticltd.com.au.

Schon wieder benötigt man frisches Geld. Und schon wieder Konditionen von über 17% Zinsen.

Hi,

da wäre ich mir nicht so sicher. Die Anleger agieren hier vorsichtig. Bezüglich der laufenden Produktion wurde die Aktie erstmal auf eine geringe Markt.-Cap. geschickt. Ob die angegebenen Prognosen erreicht werden, würde ich mal abwarten. Langfristig kann sich hier noch einiges tun. Hier fehlen erstmal nur die Zahlen. Und im ersten Produktionsjahr gibts meist nicht den erhofften Erfolg.

in einem langen Artikel zum Verkauf geraten nachdem er noch vor kurzem für Halten plädiert hat,angeblich ist diesem Herrn Tü.. erst jetzt nach der Rohstoffmesse in München ein Licht aufgegangen,was in ermuntert seinen angeblich zufriedenen 1 400 Lemmingen einen Verkauf zu empfehlen.Das würde bei mir über 70% Verlust bedeuten,bei dem Kerl fehlen mir jegliche Worte und ich frage mich wofür er mit seinen Abos sein Geld kassiert wen ihm erst so spät die Erleuchtung kommt.

das vertrauen kann und wird hier schon sehr erschüttert, wenn angeblich totsichere "mehrere 100%-tipps" langsam aber sicher zum rohrkrepierer werden. das sollte einem erfahrenen bb-herausgeber, der von sich behauptet sehr gute kontakte zu haben, nicht passieren. ich zweifle zudem an den 1400 abonnenten. in summe aller abos sind es vielleicht schon so viele - die zahl als dauerkunden kann ich mir nicht vorstellen. ist mir aber auch egal.  ich denke, daß keiner von den bb-schreibern wirklich eine ahnung hat und wirklich gut informiert ist, das heißt einen echten einblick in diese firmen hat. ihr geld machen die mit uns, nicht mit der börse (ausnahme: vorher einkaufen, den wert hochpushen und dann frühzeitig aussteigen)

ich dachte, der MI wär da anders - ist er aber mE gar nicht. dafür hat er schon zu viele "perlen" fallen lassen MÜSSEN. würde mich nicht wundern, wenn der einfach mal weg wäre, nachdem er sein "geld beieinander" hat und die mehrzahl seine abonnenten stehen dann vermutlich mit verlusten im regen (dieser satz ist aber eine blanke vermutung von mir)

ich war mal abonnent und bin enttäuscht. es war zwar mein risiko, aber die viele aussagen waren einfach auf dauer nicht zu halten.

allein vom namen des bb lassen sich viele verleiten. und von angeblich 1400 abos x 200 Euro = 280000 Euro p.A (gut 23000 pro monat) läßt sich seeeeehr gut leben.

ich wünsche dem mi alles gute, aber mit eigenen recherchen kommt auch mindestens auch so weit und das ist bis auf die vertane zeit sogar gratis. zumindest ist man dann wirklich selber schuld und braucht sich nicht darüber zu ärgern, naiverweise jemanden geglaubt zu haben. also immer schön vorsichtig sein.

Hi Kalle,

danke nochmals für die Informationen. Habe Dir ja schon geschrieben, das ein derartiger Verfall der Metall-und Eisenerzpreise so von Niemanden vorhersehbar ist. Aus diesen Gründen nehm ich den BB etwas in Schutz. Allerdings kommt die Mitteilung an seine Fans viel zu spät. Muß mal überlegen was ich jetzt mache.

Ist dieser BB nicht immer ein guter Kontraindikator? :)

 The new strategy allows for the focus of key resources on achieving targeted production levels in each progressive circuit rather than resources being spread across the entire plant.
Given a recent rebound in iron ore prices, the Company is again actively engaged in discussions to begin iron ore fines sales in the near term but notes that iron ore prices will need to maintain their current levels for the Company to balance the risks of long term logistics contracts with fluctuating iron ore price contracts.
Production and Sales
The Company produced and sold the following vanadium volume from Windimurra during the quarter.
December Quarter (tonnes vanadium units)
Vanadium billet production
18.2
Vanadium sales*/**
34.9
* May include production from the previous quarter held in inventory.
** In accordance with Atlantic’s sales and marketing agreement initial payment is received based on 80% of the LMB price following product delivery and testing at the off-taker’s warehouse in Perth.
The Company did not produce or sell any vanadium during the month of December.
Safety
The Company continued its excellent safety record during the quarter. Atlantic is committed to maintaining strong safety practices at Windimurra.

Mining
Mining operations continued to meet the demands of the processing plant during the quarter.
Following a retender of the Windimurra mining contract in the previous quarter, a smooth transition to the new mining contractor B&J Catalano took place in November. This new mining contract will lead to material reductions in mining costs on an annual basis.
Front End of Plant
CMB Circuit
Early in the quarter, the secondary and tertiary crushers were rebuilt resulting in approximately one week of lost operating time in the crushing, milling and beneficiation (CMB) circuit.
Extensive debottlenecking to the front end of the plant was undertaken during the quarter including:
 Adjustments to the apertures of the screens within the primary, secondary and tertiary crushing circuit which has provided for more efficient utilisation of the tertiary crusher.
This change has led to a reduction in the ore feed size and an improvement in feed quality to the high pressure grinding roll (HPGR).
 Debottlenecking of the HPGR unit by reviewing and redesigning a screen and collection bin ahead of the unit.
This change has now enabled continuously higher feed rates to the HPGR and as a result, an improvement in grind performance.
Towards the end of the quarter, a planned shutdown of the CMB circuit was undertaken which resulted in a number of further modifications being made to the repulper fines chute mixing box, repulper tank and pumping system. Re-engineering work was also carried out to the magnetic separators in the beneficiation plant.
As a result of implementing the new ramp-up strategy, campaign running of the CMB circuit has enabled close to nameplate run rates of material through the crushing units, fines screens and HPGR unit during the quarter.

In late December and in early January, the focus moved from the HPGR unit to the beneficiation plant.
The focus in this area includes:
 Optimising control systems to improve the control of the flow of materials from the repulper to the beneficiation plant and replacement of a flow meter.
 Balancing and improving the water flows through the beneficiation plant.
 Final commissioning of the rare earth magnetic separators leading to increased recovery.
The result of this work to date has been particularly positive with a continuation on resolution of operational issues.

Back End of Plant
Preparatory work continued in the back end of the plant ahead of the substantial ramp-up in production expected from the front end of the plant in the current quarter.
Roasting and Leaching
The kiln operated for only short periods and at low rates of throughput during the quarter as a result of limited magnetite concentrate production levels.
Modifications continued in the discharge (chute and drag chain) area of the kiln to increase its operating rate to design capacity.
A heat-up of the kiln commenced in early January following higher magnetite concentrate production from the front end of the plant. It is anticipated that the kiln will be run continuously from now on.
Refinery
Desilication and precipitation areas of the refinery operated at low levels of throughput due to depleted inventory levels. New agitators were installed and brought into operation in the precipitation area.
A new feeder was successfully installed in the electric arc furnace (EAF) in late November and work was undertaken on the main seals of the two reduction kilns and discharge area.
Packaging and Dispatch
The FeV crusher underwent guarding upgrades during the period. The FeV rock breaker grizzly was also upgraded.
Marketing – Vanadium
The Company continued to make deliveries of Windimurra ferrovanadium from site to the warehouse in Perth in accordance with the terms of Atlantic‟s sales and marketing agreement with Wengfu (Group) Co Ltd (Wengfu) and Element Commodities Ltd (Element).

Ferrovanadium pricing remained at robust levels during the quarter.
The mid-point Ryan‟s Notes price for vanadium in the North American market at the date of this report was US$30.31 per kilogram of contained vanadium.
The mid-point London Metal Bulletin price for vanadium in the European market at the date of this report was US$32.00 per kilogram of contained vanadium.
Under the terms of Atlantic‟s sales and marketing agreement, initial payment for ferrovanadium is received at 80% of the London Metal Bulletin (LMB) price following delivery to the off-taker‟s warehouse in Perth and independent specification certification by SGS. Initial payment is based on the “Vanadium Sales” volume disclosed in this report.


BUSINESS DEVELOPMENT
Internal Growth
During the quarter, the Company continued to carry out work in conjunction with Changsha Research Institute of Mining and Metallurgy on the potential to separate Windimurra‟s iron ore fines into iron (Fe) powder and titanium dioxide (TiO2) concentrate.
Atlantic is currently completing further test work in Perth before deciding the optimal way forward for this exciting opportunity.
External Growth
During the quarter, the Company continued to work in close collaboration with Vietnam‟s National Institute of Mining-Metallurgy Science and Technology (Vimluki) on the draft Development Study for an integrated „mine-rail-port‟ bauxite operation in the Central Highlands of Vietnam.
Atlantic completed the study in draft form and provided the study to Vimluki in late 2012. Following feedback from Vimluki and other parties, the study was submitted to the Vietnamese Government in early January 2013.
Once considered and approved by the Vietnamese Government, the development study is expected to lead to a full feasibility study for the development of an integrated long-term „mine-rail-port‟ bauxite supply chain project in the Central Highlands of Vietnam, which hosts one of the world‟s most significant and undeveloped bauxite resources.
Atlantic continues to investigate potential investment opportunities in accordance with its growth strategy to build a diversified portfolio of resources assets. The business development team continues to evaluate new investment opportunities in accordance with Atlantic‟s stringent acquisition and investment criteria.
CORPORATE ACTIVITY
Funding
The Company undertook certain funding activities during the quarter, with the funds being used to support the Windimurra vanadium plant‟s ramp-up:
 The Company drew down the final A$20 million available under a A$50 million convertible bond facility during the quarter.
The funding facility was provided by Droxford International Limited (Droxford), Atlantic‟s largest shareholder.

The convertible bonds were issued subject to Foreign Investment Review Board (FIRB) approval and Atlantic shareholder approval, both of which were received during the period.
 Following a technical review by SRK Consulting (SRK), Atlantic‟s wholly-owned subsidiary Midwest Vanadium Pty Ltd (MVPL) secured the consent of the majority of the holders of MVPL‟s senior secured notes (US$335 million, 11.5% per annum due February 2018) to release US$9.9 million from MVPL‟s existing cash reserves to be assigned to the Windimurra ramp-up.
The amendments agreed with the majority of the holders of the senior secured notes also provide for certain indenture amendments.
 The Company received in cash a A$22 million research and development tax claim from the Australian Taxation Office at the end of the quarter.
Legal action relating to Windimurra CMB circuit
The Company is investigating legal action in relation to the Windimurra CMB circuit.
The Company has spent significant sums to date to rectify issues in the CMB circuit. In addition the Company has suffered losses arising from these issues.
ANNUAL GENERAL MEETING
Atlantic held its Annual General Meeting (AGM) on Thursday 29 November 2012. All resolutions put to the AGM were passed without amendment.
CASH FLOW STATEMENT
At the end of the quarter, Atlantic and its subsidiaries held A$31.3 million in cash. Of these funds, US$14.3 million is held in the interest reserve account and approximately A$17.4 million is unrestricted cash.
As disclosed during the quarter, Atlantic is continuing consultation with the holders of MVPL‟s senior secured notes regarding the potential release of up to a further US$10 million from the existing interest reserve account balance and a related reduction in the minimum interest reserve holding balance. This consultation is expected to be concluded in February.
The Appendix 5B for the quarter ended 31 December 2012 will be released separately in due course.
Additional information on Atlantic can be found at www.atlanticltd.com.au.

-Windimurra läuft (noch) nicht rund
-nach wie vor hohe Cashpositionen
und
-1,8 Mio t Eisenerz (52%iges Gestein) sollen noch verkauft werden (laut Mitteilung auf w.o./ "Der Goldreport"). Der Verkauf allein würde die Markt.Cap. des Unternehmens auch nach Abzug aller Kosten wohl noch übersteigen (und Windimurra -das Flaggschiff- käme noch dazu!)


Der Eisenerzpreis ist in den letzten Monaten enorm gestiegen, sodass dies auch Sinn machen würde. Analysten meinen, dass der Preis für Eisenerz längere Zeit jetzt über 100 $/t verbleiben wird.

Weiterhin haben sich die Vanadiumpreise in Nordamerika (30 $) und Europa: London (32 $) in den letzten Monaten angeglichen. Der Vanadiumpries in Europa hat in den letzten Monaten also angezogen (von 26 auf 32 $), während in Amerika dieser gefallen ist (von 35 auf 30$); siehe auch #290,291.

Fazit:
Sollte hier für Windimurra oder den Verkauf von Eissenerz Vollzug gemeldet werden, wird es wohl nicht mehr bei diesen Kursen bleiben.
Charttechnisch scheint sich noch dazu ein Boden ausgebildet zu haben.

22 February 2013
STANDARD AND POOR’S RATING REVIEW
Atlantic Ltd (ASX: ATI) (Atlantic) advises that the attached rating review was announced by
Standard and Poor’s Ratings Services yesterday for Atlantic’s wholly-owned subsidiary Midwest
Vanadium Pty Ltd (MVPL), with a change from CCC+ to CCC.
Atlantic notes the rating change brings Standard and Poor’s rating in line with the assigned
Moody’s rating.
-ends-
For further details please contact:
Michael Minosora Glen Zurcher
Managing Director Investor Relations
Atlantic Ltd Atlantic Ltd
Ph: + 61 8 6141 7100 Ph: +61 8 6141 7215
About Atlantic
Atlantic is committed to building a diversified portfolio of world class resources assets that will
provide superior returns to shareholders.
Atlantic combines its strong financing capability with a highly disciplined and innovative approach
to acquire resources projects that are low cost, long life and near production.
Atlantic subsidiary Midwest Vanadium Pty Ltd owns 100% of the Windimurra vanadium project,
located approximately 600 kilometres north of Perth in Western Australia. Windimurra hosts one
of the largest proven vanadium reserves in the world.
Additional information on Atlantic can be found at www.atlanticltd.com.au.

In the latter part of February major planned reengineering works were undertaken to the kiln discharge area to improve the availability.
With these works now completed, the kiln is being brought back on line.
The refinery operated satisfactorily in January and is progressing through ramp-up to capacity.
Refinery
In January, costs were under budget. The Company expects cash outflows for the January to March quarter 2013 to be below the previously disclosed estimate of $25.7 million.
Costs
Vanadium Prices
The monthly average London Metal Bulletin price for vanadium in the European market trended positively from US$26.78 per kilogram of contained vanadium in December to US$31.15 in January. The mid-point London Metal Bulletin price for vanadium in the European market at the date of this report is US$32.50 per kilogram of contained vanadium.
The monthly average Ryan’s Notes price for vanadium in the North American market also trended positively from US$29.72 per kilogram of contained vanadium in December to US$30.91 in January. The mid-point Ryan’s Notes price for vanadium in the North American market at the date of this report is US$32.63 per kilogram of contained vanadium.

www.atlanticltd.com.au

18 February 2013
WINDIMURRA FUNDING UPDATE
Atlantic Ltd (ASX: ATI) (Atlantic or the Company) is pleased to provide an update on the consultation process with the majority of the holders of Midwest Vanadium Pty Ltd’s (MVPL) senior secured notes.
As announced on 5 November 2012, MVPL has been in dialogue with the majority of the holders of its US$335 million senior secured notes due February 2018 (Notes) with a view to securing a reduction of the minimum holding requirement in MVPL’s existing interest reserve account (IRA). This dialogue is ongoing.
MVPL last week paid the February 15 interest coupon of US$19.3 million on the Notes, partly utilising funds in the IRA as permitted by the indenture governing the Notes. This has resulted in the IRA balance being below the US$14.3 million currently required under the indenture.
This is a technical breach of the indenture covenant and MVPL has 45 business days to replenish the IRA or reach agreement with the majority note holders on revised IRA minimum holding requirements.
The MVPL Board is confident it can put in place the necessary arrangements to address the shortfall within that time frame.
Importantly, the Company advises significant progress continues to be made at Windimurra.
--ends--

For further details please contact:
Michael Minosora Glen Zurcher
Managing Director Investor Relations
Atlantic Ltd Atlantic Ltd
Ph: + 61 8 6141 7100 Ph: +61 8 6141 7215

About Atlantic
Atlantic is committed to building a diversified portfolio of world class resources assets that will
provide superior returns to shareholders.
Atlantic combines its strong financing capability with a highly disciplined and innovative
approach to acquire resources projects that are low cost, long life and near production.
Atlantic subsidiary Midwest Vanadium Pty Ltd owns 100% of the Windimurra vanadium
project, located approximately 600 kilometres north of Perth in Western Australia. Windimurra
hosts one of the largest proven vanadium reserves in the world.
Additional information on Atlantic can be found at www.atlanticltd.com.au.

Das ist aber eine sehr heiße Hop oder Top Geschichte.

Nun ja, die MK bei 22 Mios! Verlockend günstig, wenn sie es denn jemals ans Laufen bringen.

Ich warte trotzdem noch ein wenig.

Hop oder Top eher nicht.

Es ist ja bekannt das Juniorunternehmen anfangs immer wieder Probleme haben. Windimurra läuft... aber eben noch nicht unter voller Auslastung. Dazu kommt, dass man noch zweite Standbeine hat.

Als Neu-Einsteiger würde ich aber auch noch warten, bis das Tal der Tränen durchschritten ist. Hier weiß man nicht was noch kommt. Die Vandiumpreise werden ihr übriges dazu tun.

Ich bin hier Long und werde zum entsprechenden Zeitpunkt nachsetzen.

Date Last % Change High Low Vol *
03 May 2013 0.140 0% 0.140 0.120 6,803,950
02 May 2013 0.140 0% 0.150 0.140 48,059
29 Apr 2013 0.140 0% 0.150 0.140 15,132
23 Apr 2013 0.140 0% 0.145 0.135 22,109
22 Apr 2013 0.140 0% 0.140 0.140 20,000

was is passiert? 6,8 Mio stk!

 

 bin froh das ich verbilligt habe  der Kurs steigt !!!:D:D:D      

 

der Umsatz bei 14 Cent ist bestimmt nicht umsonst gewesen da hat einer richtig Stücke gesammelt !!!  für mich ist das die Trendwende !!!

ATLANTIC ANNOUNCES MAIDEN IRON ORE SHIPMENT
Highlights
• 30,000 WMT iron ore fines sales contract signed with a Chinese buyer
• Shipment scheduled for mid July 2013

atlanticltd.com.au/upload/documents/...idenIronOreShipment.pdf