Trading Bougainville Copper (ADRs) 867948

Die 497. Reconciliation etwa? Oder das Koike gar kein Schwein is(s)t?
Ich bin gespannt, erwarten kann ich so langsam nichts mehr.
Oder Haben sie ihren Body (de)formiert? Bei den vielen feiern kann das passieren.
Das wär ja das einzig wichtige und richtige oder was kann man hier noch erwarten?

@10225

Worin besteht die Wichtigkeit dieser information?

@10225

Worin besteht denn die Wichtigkeit dieser information?

... doppelt - eine Antwort wäre trotzdem nicht weniger interessant für mich ...

... ab sofort auf www.bougainville-copper.eu  verfügbar!

VOL 16606

Der Kaufpreis von 5,4 Mrd. Dollar bewertet die Chile-Aktivität mit insgesamt 22 Mrd. Dollar. Verglichen mit anderen Übernahmen in der Kupferbranche ein stolzer Preis. In der Kupferbranche wurden in den vergangen 12 Monaten durchschnittlich Übernahme-Multiplikatoren (EBITDA) von 13,2 gezahlt, Mitsubishi zahlt 17,4.

Das dürfte nicht zuletzt einer der Gründe sein, warum die Anglo American-Aktionäre heute in Feierlaune sind. Erwartet wurde, dass Anglo American für den 49% Anteil unter 10 Mrd. Dollar erhält.

Pauschal zu sagen, dass Mitsubishi zu viel gezahlt hat, wäre jedoch falsch. In der Rohstoff-Branche spielen bei der Bewertung von Übernahme-Kandidaten auch immer die Ressourcen-Vorräte eine wichtige Rolle.

Übernahme kann sich schnell auszahlen

Der Mitsubishi-Einstieg in Chile ist verständlich. Der Rohstoff-Händler sichert sich eine Beteiligung an der lukrativen Los Bronces Mine, die schon bald die fünftgrößte Kupfermine der Welt werden kann. Mit der Übernahme steigt die Kupferproduktion der Japaner fast auf das Doppelte.

Rohstoff-Experten erwarten, dass der Kupferpreis in den kommenden Jahren auf 12.000 Dollar steigen wird (aktuell rund 8.000 Dollar), da wesentliche Kupfer-Funde immer seltener werden.

Besonders China wird weiterhin als wichtiger Nachfrager auftreten und den Preis anfachen. Das Land hat begonnen, die Infrastruktur in ländlichen Regionen auszubauen und braucht Kupfer für Strom- und Telefonleitungen. Für Mitsubishi ein ideales Szenario.

Herzlichst, Ihr

Jens Gravenkötter

Ja, der Zugriff auf günstiges Baumaterial ist auch wichtig.  

Allerdings wurde bisher das in der Mine produzierte Kalkhydrat von BCL als Reagenz in der Sulfid-Flotation eingesetzt. Also zur Produktion von Kupfer! 

 

Gruß,

mike0575

ist, das sich nach der Ankündigung der Landeigner, plötzlich was am Orderbuch ändert,
welches im ASK stark aufgefüllt wurde (ein Schelm wer hier Manipulation unterstellt ;-)
Gespannt bin ich schon, was die Landeigner so wichtiges zu berichten haben, eine vorherige Ankündigung der Ankündigung gab´s ja bisher noch nie...
Der Prozess gewinnt zunehmend an Dynamik, hier kommen wöchentlich immer wieder kleine Details heraus, die alle für einen positiven Ausgang unseres Investments sprechen. O Neill sei dank wenn ihr mich fragt, durch ihn ist der Stein erst richtig ins rollen gekommen...

ramumine.wordpress.com/2011/11/12/...approach-with-landowners/

By Andrew Alphonse

AUSTRALIAN mining company, IndoChin Ltd would use a ‘Melanesian approach’ in dealing with landowners issues to start explorations at Mt Kare Gold mine, situated between Tari in Hela and Paiela in Enga provinces, says the Post Courier.

George Niumataiwalu, IndoChin’s PNG country manager said this yesterday at the remote Paijaka village in Tari during an awareness visit to the Huli landowners there by helicopter.

Mr Niumataiwalu, originally from Fiji, told the landowners that Mt. Kare project is probably one of the most challenging in PNG due to legacy and complex landowner issues in the project area. He said similar to the approach used in the Hidden Valley and Wafi gold projects a few years ago, IndoChin is going to use a ‘truly Melanesian approach’ to unravel the complex issues regarding landownership to do with the project.

“This means recognising traditional kinship lines and rights acquired by utility,” Mr Niumataiwalu said. He added that this is particularly important since only a few decades ago, no one actually laid claim to this area due to its bleak nature. Traders from the North Tari Basin would pass through this area on their trading journeys to Laiagam and beyond and Paielans only visited to harvest wild pandanus (karuka) nuts or to take refuge from tribal fighting. He said the gold rush during former explorer Canadian company CRA’s day then created this claims to ownership only because of the gold found there.

“What we plan to do is to produce a pre-feasibility study (PFS) outlining the conceptual designs for a mine by August next year which is the end of our current license period and a bankable feasibility study (BFS) thereafter and within 18 months hence,” Mr Niumataiwalu said.

He said when they first began re-exploration at Mt Kare, the company had difficulty hiring technical people to the project including nationals.

“However, we have been lucky in recruiting almost the whole of the Frieda River exploration geology team and as of early September we have managed to establish the camp and are prepared for a robust drilling campaign to support our PFS,” Mr Niumataiwalu said.

He said they have had many challenges in conducting exploration at Mt Kare which included bad weather that restricts chopper use as it is difficulty in getting choppers to operate up there while tribal fighting and law and order issues are prevalent.

“But we are quickly making headway in containing this. We have also designed in draft form for a memorandum of understanding (MOU) with the police so we can secure the project on behalf of the project community. This will then allow us to focus on the project as our license demands,” he said.

He added that the bottom line is, the company is looking for a Zone 7 type ore-body similar to the operations at the nearby Porgera Gold Mine operated by Barrick PNG Ltd, adding that this would make Mt Kare a world class gold mine.

He said this will then be of great benefit to our project communities in Hela since they are caught between the multi-billion kina PNG LNG project and the existing Porgera mine project, adding that Mt. Kare may be the only opportunity to see improved services, benefits and welfare improvements than otherwise.

The landowners also seized the opportunity and told Mr Niumataiwalu’s team of the company’s failure through its community affairs (CA) officers in establishing a proper dialogue and communication between them and the company. They also wanted an office set up at Ekanda or Paijaka village while the company be fair in labour recruitment for drilling and other operations at Mt Kare instead of giving priorities to the Paialeans on the Enga side of Mt Kare.

WHEREAS it was announced this evening, through the National EMTV and the Kundu Two television networks, by the Deputy Prime Minister and Acting Prime Minister the Hon Belden Namah and the Attorney -General the Hon Dr Allan Allan Marat, that the Chief Justice Sir Salamo Injia has been suspended from office based on overwhelming allegations against him ranging from police report that the " Deputy Chief Justice and the former Registrar of the National Court Ian Augerea are facing contempt charges in relation to entitlements under the estate of the late Justice Timothy Hinchliffe, misconduct and double dipping in relation to SRC entitlements on to housing and security allowances, gross mismanagement of cases in the Supreme and National Courts, and also conflict of interest in cases"; AND WHEREAS a tribunal comprising former Justice Paul Akuram as Chairman and the Hon Justices Collin Makail and George Manuhu as members, having been appointed to investigate those allegations;

AND WHEREAS the Chief Justice has not been duly informed of the allegations against him and has not been duly served with the notice of suspensIOn;

AND WHEREAS the Chief Justice had presided over the hearing of this Reference which concluded on Friday 28th October 20] 1, and the decision is pending on Friday 9th December 20 I I;

AND WHEREAS the said decisions and actions of the National Executive Council amount to contempt of the Supreme Court;

2

THE COURT ORDERS THAT UNTIL FURTHER ORDERS OF THIS COURT:

1. Pending formal charges of contempt being laid by the Registrar of the Supreme Court against the Hon Belden Namah and the Hon Dr Allan Marat, that they both be arrested and detained by the police forthwith and produced to this Court on Monday 1th December 2011 at 9:30 am;

') The Registrar of the Supreme Court shall file and serve the charges on the two alleged contemnors the Hon Belden Namah and the Hon Dr Allan Marat within seven days, such charges to be made returnable on Monday 12th December 20 I 1 at 9:30 am;

3. The said decisions of the National Executive Council are hereby stayed, and that the National Executive Council by its servants and agents whosomever including the Bon Belden Namah and the Ron Dr Allan Marat, are restrainedfrom implementing the said decisions; and

4. The Registrar shall file an affidavit of service and execution of these orders forthwith.

DATED this day of November 2011

A Judge of the Supreme Court.

131111 Greetings
All our faithful viewers, were back on thanks to a Sponsor in Australia.ALEX DAWIA who has made it possible for us to come live again. The management and staff of New Dawn FM would like to thank Alex Dawia for his contribution in coming live again.
Aloysius Laukai
Manager New Dawn FM

Hört sich ja interessant an.
Paul in Arawa?
Momis in Paguna?
BCA Review?
Ich bin gespannt... Ob und wann wir mehr zu den Inhalten erfahren.

www.bougainville-copper.eu/news-november-2011.html

BOUGAINVILLE needs to embrace the win-win “new order” to develop into a prosperous model for the South Pacific, the Autonomous Bougainville Government said.
This is one of several suggestions for development contained in an ABG report obtained by the Post-Courier.
The report talks about ABG President John Momis’ vision of good governance, weapons disposal, respect for rule of law and authority, economic empowerment, equitable participation in and benefit from resource development, rural resource mobilisation, ethical, responsible and fair investment, environmental protection and sustainability, foreign direct investment, building a strategic partnership with China to secure Chinese government aid, attracting Chinese investment and achieve direct trading access to China to cut off middlemen, achieve full autonomy by the implementation of the Bougainville Peace Agreement to allow the people to compare the autonomy and full independence before referendum.
According to the report, the “new order’s” characteristics talk about the will:
* TO provide capital and expertise to develop the natural resources of Bougainville for mutual and fair benefit (win-win strategy);
* to build up their own comprehensive, self-reliant and sustainable economic structure and capacity; and
* Supported by the new economic system, the developing countries can build up good social and political system that stands for integrity, justice, fairness, unity and harmony, as well as common benefit, good welfare and wide participation for the people.
“This will enable the developing countries play responsible role in contributing to the peace and development of the whole world,” the report states.
“Why are we willing to make you rich and strong? Because that can make us richer and stronger together.”
One of President Momis’ visions is to see the Bougainville China Co-operation as a strategy to achieve the full autonomy.
“We shall work hard to build Bougainville into a harmonious society with the following features:
* Peace and political stability and unity
* Responsible government with fiscal self-reliance and full capacity to deliver good governance;
* Implementation of good legal system to secure law and order;
* Wealth creation and fair distribution;
* Good education system/capacity and high literacy rate;
* Good social welfare and charity system;
* Comprehensive economic system and capacity and integration with global economy;
* Economic growth; and
* High employment rate and good income of the people for high living quality,” the report said.

Dass die angekündigte Zusammenfassung des Meetings von den "Grossen Ohren" noch aussteht (seit der Schliessung der Invincible Goldschmelze ist Arawa ohne Internet) lässt darauf schliessen dass die Verhandlungen noch andauern.

Die Anwesenheit von BCL Company Sekretär Paul Coleman in Arawa nach mehr als 20 jähriger Abwesenheit könnte bedeuten dass jetzt tatsächlich Nägel mit Köpfen" gemacht werden. Findet dann im Dez. das sich in Planung befindliche NEC Meeting statt so steht zumindest bei BOC einer "Jahresendralley" nichts mehr im Wege ;-)))))))

13.11.2011

Please read here the agenda of the...


PANGUNA MANAGEMENT CONSULTATIVE COMMITTEE

MEETING WITH PRESIDENT MOMIS AND MINISTERS


Date:   Thursday 10th November 2011

Venue:  Conference Room-ABG Administration

Agenda Items:

1. National Executive Meeting in Arawa
• “Duta Nee” –K6 Million

2. Mr. Paul Coleman’s visit to Arawa

3. President Hon Dr. John Momis visit to Panguna

4. Panguna Peace Building Strategy Policy Submission

5. K2 Million BCA Review/Panguna Re-opening Allocation

• Landowner’s Establishment
• Regional Awareness
• ABG/PLOA - BCA Secretariat
• PMCC Works Program (Budget)

6. Warner Shand Lawyers letter to BCL

7. BCL Request to National Government renew SML Lease License

8. Outstanding Lease Compensation

9. A.O.B.

PUNGHAU REVEALS PLANS
TTOVI
141111

Development in the region is currently stagnant as much of the projects have hit brick walls in terms of funding.
ABG minister for finance treasury and planning Albert Punghau in an interview told New Dawn FM that funding of impact projects will be priority in the K15million national funding this year.
He revealed that out that K15million kina K5m was to be used for payments of outstanding bills ABG had in the region.
Mr Punghau says that K10m will be for major impact projects in the region and will be given to the three regions.
He also told New Dawn FM that under the Momis Government development in the region is a major priority.
He has assured the people of Bougainville that the money will be put to good use for the development of the region.

End…///

Wenn das Treffen vor 4 Tagen gestartet ist, da müssten doch schon (Teil-)Ergebnisse veröffentlicht worden sein?

nekro, übernehmen sie ;)

...sich gelohnt!

BREAKING NEWS auf www.bougainville-copper.eu !

www.thenational.com.pg/?q=node/25482

Source:
The National, Tuesday 15th November 2011

MARENGO Mining, developers of Yandera copper-molybdenum mine in Madang province, is keeping a close watch on China’s predicted demand for copper and of the price of the red metal itself, chairman John Horan told the company’s AGM in Perth, Western Australia, last week.
“China is an important market for us.
“Our immediate imperative is to develop the Yandera project to production stage so that Marengo can take advantage of market opportunities both in the near term, and for the long-term life of the project,” he told shareholders.
Horan said Perth-based Marengo Mining’s board of directors was sharpening its focus to deal with the challenges that would lie ahead.
“I believe we have an extraordinarily capable board with directors from Australia, Canada, Papua New Guinea and Germany, who are fully committed to the development of what is one of the largest undeveloped copper porphyries in the Asia Pacific region.”
Marengo Mining Ltd has certainly maintained the momentum of last year at both operational and corporate levels, against a backdrop of global economic uncertainty, stockmarket volatility and fluctuating commodity prices.
Key developments for the miner in the past 12 months included a strategic alliance with a major Chinese engineering and construction group; the continuing confidence and support of international investors; the continuing progress on the flagship Yandera project; the careful maintenance and building of good relationships with the PNG government, the people of the local communities; and the wealth of talent, drive and commitment of all who are working to establish a sound future for the company.
Horan said the alliance with China Nonferrous Metal Industry’s Foreign Engineering and Construction Co. Ltd (NFC), one of China’s largest manufacturing and engineering groups, was a key component in Marengo’s drive to bring to successful completion the Yandera project definitive feasibility study, which he said was a major undertaking.
NFC is set to become the principal contractor for the construction of the Yandera project under an engineering, procurement and construction contract, as well as facilitating financing of at least 70% of the project development costs with Chinese banks.
Horan told the AGM that the progress and importance of the Yandera project had been recognised by the government as another significant development of the long-term resource base.
This recognition was evidenced in the government’s recent entering into the Yandera project investment and co-operation agreement through the state-owned Petromin, which would lead indirectly to the government acquiring a 30% stake in the project.

www.bougainville-copper.eu/news-november-2011.html

Die "grossen Ohren" schreiben schon von den Vorbereitungen eines NEC Meetings (zuständig für die Umsetzung der beim JSB Meeting gefassten Resolutionen) im PNG Parlament  für Anfang Dez. Wenn´s klappt könnte die BCA Review also Anfang 2012 starten ;-))))))))))))))))))))))

PREPARATIONS for the review of the Bougainville Copper Agreement are now underway. But an announcement is expected to be made on the review package once the Joint Supervisory Body meeting dates are set.
ABG President John Momis could not provide further details of the review of the BCA but advised the JSB, the main avenue of negotiations for the National Government and the ABG, should be held once the stakeholders involved set a date.
Bougainville Affairs Minister Steven Pirika Kama also advised the date has not been set and once preparations are set, the responsible authorities involved will be advised. The delay of the JSB meeting since March this year is also the setback to the drawdown of all the powers being talked about as this is the body that deals with all issues on Bougainville and they have not sat since March this year. But according to the ABG leaders, much has been achieved since the last JSB meeting and more is expected once all preparations are in place.

..................... in 12 Monaten"

www.godmode-trader.de/nachricht/...in-12-Monaten,a2692679.html

New York (BoerseGo.de) - Goldman Sachs erwartet, dass die Rohstoffpreise in den nächsten 12 Monaten um rund 15 Prozent steigen werden. Basis für die Prognose ist die erwartete Entwicklung des S&P GSCI Enhanced Commodity Index, der die Entwicklung von 24 Rohstoffen abbildet.

Die Nachrichtenagentur Bloomberg zitierte am Dienstag eine Analyse von Goldman Sachs-Analyst Jeffrey Currie, wonach die meisten Rohstoffe im Preis steigen sollen. "Ungeachtet der anhaltenden europäischen Schuldenkrise bleibt das globale Wachstum hoch genug, um die Nachfrage nach den wichtigsten Rohstoffen auf einem hohen Niveau zu halten. Die meisten Rohstoffe sind fundamental derzeit unterbewertet.“

Der Energiesektor soll um 19 Prozent zulegen, während sich die Industriemetalle um 26 Prozent verteuern sollen. Die Edelmetalle sollen um 5 Prozent teurer werden. Die Preise für Tiere in der Viehmast sollen 11 Prozent steigen.

Den Kupferkurs sehe man bei 9.500 US-Dollar pro Tonne. Den Goldkurs erwarte man bei 1.930 US-Dollar pro Unze. Sinkende Kurse werden für Silber und Weizen erwartet. Den Silberkurs erwarte man bei 32,20 US-Dollar je Unze. Weizen in Chicago soll auf 5,90 US-Dollar pro Scheffel nachgeben.

Der S&P GSCI Enhanced Commodity Index ist in diesem Jahr bisher um 3,7 Prozent gestiegen, was der geringste Anstieg seit dem Jahr 2008 ist.

Das ist eine tolle Nachricht und ein Lichtblick am Ende einer langen Anlagestory, die wir alle ersehnt haben!

Umso schöner, dass dies nun verkündet wird!!!!!!!!!!!!!!!!!!!

Etwas irritierend ist jedoch die bisherige vermeintliche Nichtreaktion auf diese News - für mich gibt es 2 Erklärungsansätze.

Zum einen ist das Handeln von Momis und Taylor seit 12 Monaten schon konkludent in diese Richtung - also die heutige News nur noch einmal das klare Fazit der Geschehnisse der letzten Monate - und damit bereits weitestgehend im Kurs eskompiert.

Zum anderen liegt das Heft des Handelns nach meinem Verständnis nun in der Hand der PNG-Regierung und O´Neil. Dass das ABG wegen verzögerter Cash-Auszahlungen nur bedingt handlungsfähig ist und es damit zu vielfachen Verzögerungen auf administrativer Ebene kommt, ist seit langem bekannt!

Hinzu kommt, dass für die nächsten Aktivitäten des BCA-Review viel, viel mehr Geld als bisher benötigt wird, außerdem müssen das Mining-Moratorium geliftet und die BOC-Shares sinnvoll zwischen PNG, ABG und den Landowners aufgeteilt werden....

 

...also noch genug Streitpotential - bei denen PNG am Hebel sitzt. Von daher kann ich die Unsicherheit schon etwas nachvollziehen, da die O´Neil-Regierung jetzt mal zeigen muss, wie sie zu der ganzen Sache steht und ob es zu taktischen Spielchen kommt oder zu zeitnahen Entscheidungen in deren Parlament

 

greetz

Dass die Neuigkeiten sich noch nicht im Kurs wiederspiegeln, kann auch einfach daran liegen, dass ein klares Statemant von Papua-Neu Guinea nicht vorhanden ist.

Außerdem wären die doch schön blöd, sie würden dann Bougainville in die Unabhängigkeit entlassen, wenn die Panguna Mine wieder eröffnet werden wird, wäre dies doch auch gleichbedeutend damit, dass jemand Geld in den Gully wirft.

Genau an diesem Problem wird die Sache zu messen sein.

Das heißt, es muss einfach abgewrtet werden, wie sich die Dinge weiter entwickeln. Das bedeutet nicht, dass ich zum Ausstieg rate, ich selbst bin ziemlich stark investiert und würe, wenn es meine Cash-Situation erlaubte, noch weiter einsteigen, weil ich einfach denke, es fürht kein Weg an der Wiedereröffnung vorbei. Nur stellt sich alt die Frage, wer die Shareholders sein werden und dann, wie sich die Leute auf B. dazu stellen werden.

Auch hier ist noch völlig offen, ob dort pro mining tendiert wird oder ob die ewig gestrigen (Nostalgiker) obsiegen werden.

Es stand jedoch wohl noch nie so gut für ein wohlighes "Gewinnen" von uns allen.

Glück auf!!!