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Meldung des Tages: Polymarket ist bereits mehr wert als Porsche oder Continental. Der Prediction-Markt explodiert!
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Rohstoffe, aber welche?


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Norilsk Nickel AD.
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Kicky:

Nelson Resources werden übernommen

 
02.10.05 15:06
Der russische Ölkonzern Lukoil  
greift nach Ölreserven in Kasachstan. Für zwei Milliarden Dollar (1,66 Mrd Euro)
will Lukoil die kanadische Firma Nelson Resources  übernehmen, die in
der mittelasiatischen Republik über Reserven von knapp 270 Millionen Barrel (je
159 Liter) verfügt. Nelson-Aktionäre, die 65 Prozent der Anteile halten, hätten
dem Angebot bereits zugestimmt, teilte Lukoil am Freitag mit. Lukoil-Präsident
Wagit Alekperow sagte, Kasachstan sei ein Schlüsselmarkt für die internationale
Expansion des Konzerns./
Übernahme von Dragon Oil ist erstmal geplatzt,aber Liukoil sucht weiter in Turkmenistan nach Übernahmen  
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Kicky:

Norilsk Nickel BUY

 
03.10.05 15:16
Polyus wird in Bälde als IPO an den Markt kommen und hat ein wesentlich höheren Wert als  es auf den ersten Blick scheint,Polyus wird mit seinen Wert von 4 Milliarden zum zweitgrössten Nichteisen Betrieb in Russland
Norilsk Nickel Deputy CEO Denis Morozov said that shareholders on Friday approved the spin-off of the company's gold mining assets into a new entity, Polyus Gold, Interfax reported. The approval is in line with expectations as Norilsk's BoD had given the green-light to the move with the full support of the company's controlling shareholders in August. Polyus's assets will include Norilsk's mining operations in Russia as well as its 20% stake in South African gold miner Gold Fields.
We regard the spin-off as a major value-unlocking event for Norilsk Nickel.
At first glance, Polyus is still a marginal business, representing only 6.3% of Norilsk's 2004 IFRS revenue, 5.9% of EBITDA and 6.7% of net income on a consolidated basis. Yet, international gold companies trade at a 2005F P/E of 52.7X, vs. the 8.4X implied by the valuation of Norilsk, while in reality Polyus's huge JORC standard resource base of 64.4mn oz and its plans to triple 2004 output of 1.1mn oz in the next five years arguably warrant a valuation premium to peers. By implication, Polyus's real contribution to the group's value should be significantly higher.

Our model for the company gives an EV of $2.2bn, not including the 20% stake in South Africa's Gold Fields. Altogether, Polyus is set to be a $4.1bn company and the second largest publicly traded non-ferrous mining company in Russia. This valuation represents almost 25% of Norilsk Nickel's current market capitalization.

The discovery of Polyus's valuation potential would leave Norilsk itself visibly (and unjustifiably) undervalued. Our estimated value of Polyus would leave Norilsk trading at a 2006 P/E of just 9X against the emerging market average of 16X, with significant 15% upside to its standalone DCF value. We believe that Norilsk deserves a valuation premium as in the global context the company is in a league of its own, commanding 19% of the world nickel market, 3% of copper, 12% of platinum and 54% of palladium.
We thus view the Polyus spin-off as a catalyst for Norilsk, allowing for a crystallization of its gold assets' value while uncovering the true value potential of the core operation. We will initiate coverage of Polyus gold shortly.


Our recommendation on Norilsk Nickel remains Buy.
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Kicky:

Tatneft heute mit 12% Anstieg,Lybien?

 
03.10.05 20:18
RBC, 03.10.2005, Moscow 18:53:46.As trade in its shares resumed on MICEX, Tatneft's upsurge slowed down. The first deal was completed at the price of RUR102 (approx. USD3.56) per share, which is 12.08 percent higher than the opening level.

     Trade in Tatneft shares was suspended for an hour at 4:50 p.m. because the share price deviated by over 10 percent from the opening price. Tatneft soared by 12.4 percent to RUR102.3 (approx. USD3.57) per share.

     Analysts attribute the increase in the company's share price to the unofficial information leakage that Tatneft is among the winners of the bid for oil production in Libya.  
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Kicky:

Aton Empfehlung buy KZ $110 in 2006

 
24.10.05 20:45
Norilsk Nickel said Friday it produced 181,000 tons of nickel and 338,000 tons of copper in 9M05, both in line with our forecast. The company also announced it made 840,000 oz of palladium and 198,000 oz of platinum in 3Q05 (the first quarter for which PGM output data has been disclosed) and gave guidance slightly above our estimates for the annual production of the two metals - although as the effect is only marginal, we are leaving our model unchanged.
We view the news as neutral and reiterate our Buy recommendation on the stock with an end-2006 target price of $110.
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Kicky:

TMY mit 250 Millionen neuer Aktien

 
27.10.05 00:45
WASHINGTON, Oct 26 (Reuters) - Transmeridian Exploration Inc. (TMY.A: Quote, Profile, Research), which develops and produces oil and natural gas primarily in the Caspian Sea region, on Wednesday said it may periodically sell up to $250 million in common and preferred stock, depositary shares and debt securities.

In a shelf registration statement filed with the U.S. Securities and Exchange Commission, the company said it plans to use the proceeds for financing acquisitions of oil and gas properties or companies, debt repayment and general corporate purposes.

Under a shelf registration, a company may sell securities in one or more separate offerings with the size, price and terms to be determined at the time of sale.  
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