SXR Uranium One - WKN A0HNBM
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Es stehen gewaltige Projekte im Hintergrund dieses neuen Unternehmens. Während UrAsia überwiegend aus Minen in Kasachstan produziert und exploriert, konzentriert sich Uranium One bisher auf Projekte in Süd-Afrika. Das neue Unternehmen ist damit global diversifiziert und steht für ein gewaltiges Potential an Produktionswachstum.
Aktionäre der UrAsia Energy erhalten pro Aktie 0,45 Aktien der neuen Uranium One. Bezogen auf den Schlusskurs vom 09.02.07 bedeutet das einen Aufschlag von 13 %.
Weitere Details zu diesem Mega-Deal erhaltet ihr hier:
http://www.uranium1.com/uploads/articles/...0UrAsia%20Transaction.pdf
- Produktionskosten zwischen 10 und 12 US-$ pro Pfund
- 49 Mio Pfund an bereits nachgewiesenen bzw. wahrscheinlich vorhandenen U308-Vorkommen
Weitere Superlative folgen...
- aus 480 Mio Shares UrAsia werden 216 Mio Uranium One
- bisherige Outstanding Shares Uranium One: 112,1 Mio
Summe: 328,1 Mio Aktien x 10,90 EUR (aktueller Kurs) = ca. 3,576 Milliarden Euro
Vergleich Cameco: 352,1 Mio Shares x 28,84 EUR = ca. 10,154 Milliarden Euro
Milliarden-Übernahme
Neuer Uran-Riese entsteht
Der kanadische Uranproduzent SXR Uranium One übernimmt den einheimischen Konkurrenten UrAsia Energy im Zuge eines Aktientauschs. Dies haben die beiden Unternehmen am Montag in Toronto bekannt gegeben.
Uranium One wird dadurch zum zweitgrößten Uranproduzenten der Welt. Die Aktien der neuen Gesellschaft werden einen Börsenwert von rund fünf Mrd. US-Dollar (3,8 Mrd. Euro) haben, betonten die Urananbieter. Die neue Gesellschaft soll als Uranium One Inc. firmieren. Sie wird der zweitgrößte Uranproduzent der Welt und das einzige Unternehmen, das über Uranbergwerke und -vorkommen in den fünf wichtigsten Regionen Kasachstan, Südafrika, Australien, den USA und Kanada verfüge, hieß es weiter.
Die UrAsia-Aktionäre sollen 0,45 Uranium-One-Aktien je eigenen Anteil erhalten oder 7,05 kanadische Dollar je Aktie gemessen am Vorwochenschlusskurs von Uranium One. Dies sei ein Aufgeld von 13 Prozent. Die Verwaltungsräte beider Unternehmen haben die Transaktion gebilligt. Die UrAsia sowie die Aufsichtsbehörden müssen den Zusammenschluss erst genehmigen.
Die Uranpreise befinden sich auf Höhenflug. Die Nachfrage ist angesichts des Baus zahlreicher Atomkraftwerke in China sowie vieler in der Entwicklung befindlicher Atommeiler in anderen Ländern stark gestiegen. Branchenführer unter den Uranproduzenten ist die kanadische Firma Cameco.
Quelle: http://www.n-tv.de/765282.html
Genauere Erläuterungen durch UrAsia und SXR sind aber in Kürze angekündigt - man sollte sie abwarten.
February 12, 2007 Uranium One and UrAsia Energy Announce Combination to Create Emerging Senior Uranium Company |
Under the terms of the acquisition, UrAsia shareholders will receive 0.45 common shares of Uranium One for each issued share of UrAsia, representing a value of C$7.05 per share based upon the closing price of Uranium One on the TSX on February 9, 2007. This represents a 13% premium to the closing share price of UrAsia's shares on the TSX Venture Exchange on February 9, 2007 and a 21% premium to the 20 day volume weighted average trading prices of Uranium One's and UrAsia's shares on the TSX and TSX Venture Exchange, respectively.
The new Uranium One will be one of the world's largest uranium companies ranked by market capitalization. The profile of Uranium One will be:
- Estimated combined attributable annual production in excess of 7 million pounds U3O8 from five operations in 2008 (Dominion, Akdala, South Inkai, Kharassan and Honeymoon)
- Estimated cash operating costs of approximately US$10 to US$12 per pound U3O8 in steady state
- Un-hedged and un-capped sales contracts provide exposure to further uranium price increases on substantially all projected production
- Attributable proven and probable reserve base of 49 million pounds of U3O8, indicated resources of 102 million pounds of U3O8 and inferred resources of 269 million pounds of U3O8
- Substantial Russian P1 resources at South Inkai and Kharassan and upside potential at Dominion to drive organic resource growth
- A strong balance sheet with a pro forma cash balance of approximately US$389 million at December 31, 2006
- Industry leading expertise in both conventional and in situ leach (ISL) mining techniques
The transaction creates an emerging senior uranium company based on the combined project pipeline. The new Uranium One will provide shareholders with the benefits of scale through an increased market capitalization. The combined entity will be the only company in the uranium sector with production and asset exposure to each of the world's five largest resource jurisdictions, namely Kazakhstan, South Africa, Australia, the United States and Canada.
The Board of Directors of UrAsia has determined that the transaction is in the best interest of UrAsia and its shareholders and that the exchange ratio is fair to the UrAsia shareholders. The Board unanimously recommends that holders of UrAsia shares vote in favour of the transaction.
Paradigm Capital Inc. has provided a fairness opinion to the Board of Directors of UrAsia that the consideration offered pursuant to the transaction is fair, from a financial point of view, to the common shareholders of UrAsia.
Senior officers and directors of UrAsia have agreed to vote in favour of the transaction and lock-up as well as support agreements have been executed.
Commenting on the transaction, Neal Froneman, Uranium One CEO said:
"The combination of Uranium One and UrAsia creates a new, globally diversified uranium company with compelling investment appeal. With imminent production from Dominion in South Africa, combined with an established production profile from the Akdala ISL mine, the new Uranium One will be an exciting low-cost, growth-oriented uranium company, with five mines in operation by Q1 2008. As a result of this acquisition, the competitive advantages of the new Uranium One will be significant, as we will have the technical and financial capabilities to pursue further value enhancing growth opportunities, both organically and through further consolidation."
Phillip Shirvington, CEO of UrAsia added:
"The new Uranium One will be the pre-eminent growth company in the sector, with an unrivalled production growth profile. The Company is well positioned to gain maximum benefit from rising uranium prices. As a director of the new Uranium One, I look forward to contributing to its continued development and growth."
Summary of the Transaction
The business combination of Uranium One and UrAsia will be completed by way of a statutory plan of arrangement under the Business Corporations Act (British Columbia) whereby each UrAsia common share will be exchanged for 0.45 Uranium One common shares. After completion of the transaction, it is expected that current Uranium One shareholders will own approximately 40% of the combined company and current UrAsia shareholders will own approximately 60%.
The combination has been unanimously approved by the Boards of Directors of both Uranium One and UrAsia and will be subject to, among other things, approval by a two-thirds majority of holders of UrAsia common shares and regulatory approvals. A meeting of UrAsia shareholders to approve the transaction will be held on or about May 15, 2007. The notice of meeting, information circular and related materials is expected to be mailed in mid-April, 2007.
Paradigm Capital Inc. has provided an opinion to the Board of Directors of UrAsia that the consideration offered pursuant to the transaction is fair, from a financial point of view, to the common shareholders of UrAsia.
The Board of Directors of Uranium One has determined that this transaction is in the best interests of Uranium One shareholders and BMO Capital Markets has provided an opinion to the Board of Directors of Uranium One that the consideration offered pursuant to the arrangement is fair, from a financial point of view, to Uranium One.
If the transaction is not completed, UrAsia has agreed to pay a break fee to Uranium One under certain circumstances of US$90 million. UrAsia has also provided Uranium One with certain other customary rights, including a right to match competing offers.
As the new Uranium One will have a significant United Kingdom and continental European shareholder base, the company will investigate all available alternatives to facilitate continued liquidity for these shareholders.
Management Team and Board of Directors
Neal Froneman will continue as President and Chief Executive Officer of the combined company.
The Board of Directors of the new Uranium One will ultimately consist of nine members, comprising three nominees of UrAsia and six nominees of Uranium One. Ian Telfer will be Non-Executive Chairman and Phillip Shirvington will be one of the UrAsia nominees to the Uranium One Board. Frank Giustra resigned from the Board of UrAsia effective February 11, 2007 in order to permit the UrAsia Board to pursue this transaction without any perception of conflict, as he is also Chairman of Endeavour Financial (UrAsia's financial advisor). Mr. Giustra has confirmed to Uranium One and the UrAsia Board his continued support for the transaction and will assist UrAsia, as financial advisor, to bring the transaction to a timely and successful conclusion. Messrs. Telfer and Shirvington and a third nominee from UrAsia will join Andrew Adams, Ken Williamson, David Hodgson, Terry Rosenberg and Mark Wheatley as Non-Executive Directors of the new Uranium One. At closing, the Board of Directors will be comprised of eight members with the ninth member (one of the Uranium One nominees), being nominated at the next AGM.
Advisors and Counsel
Uranium One's exclusive financial advisor is BMO Capital Markets and its legal counsel is Fasken Martineau DuMoulin LLP. UrAsia's financial advisors are Endeavour Financial International Corporation, Canaccord Adams Limited and Paradigm Capital Inc. and its legal counsel is Stikeman Elliott LLP.
Conference Call
A conference call will be held on February 12, 2007 at 11:00 AM Eastern time to discuss this transaction. A copy of the presentation is available on www.uranium1.com.
Via Telephone:
The local dial-in number will be 416-340-2217. The North American toll free dial-in will be 1-866-696-5910. International participants must dial their international access code followed by 800-8989-6336. The passcode for the live call is 3214593 followed by the number sign.
A replay of the conference call will be available for one week at 416-695-5800 (local) or 1-800-408-3053 (North America toll free). The passcode for the replay is 3214593 followed by the number sign.
Via Webcast:
A live audio webcast of the call will be available at http://events.startcast.com/events/50/B0001
Additional Reserve and Resource Data
In conjunction with the following tables, readers are also urged to read the Other Matters and Cautionary Statement at the end of this press release.
UrAsia Energy Ltd.
Proven Mineral Reserves
Asset | Tonnes (thousands) | Grade Uranium (% U) | Contained U (tonnes U) | Contained U3O8 (million lbs) |
Akdala (1) | 2,769 | 0.057 | 1,590 | 4.1 |
(1) Attributable
Probable Mineral Reserves
Asset | Tonnes | Grade Uranium | Contained U | Contained U3O8 |
(thousands) | (% U) | (tonnes U) | (million lbs) | |
Akdala (1) | 8,966 | 0.057 | 5,110 | 13.3 |
(1) Attributable
Indicated Mineral Resources(2,3)
Asset | Tonnes | Grade Uranium | Contained U | Contained U3O8 |
(thousands) | (% U) | (tonnes U) | (million lbs) | |
Akdala (1) | 12,011 | 0.057 | 6,850 | 17.8 |
Kharassan (1) | 791 | 0.201 | 1,590 | 4.1 |
(1) Attributable
(2) Mineral resources are inclusive of mineral reserves
(3) Mineral resources are not mineral reserves and do not have demonstrated economic viability
Inferred Mineral Resources(2)
Asset | Tonnes (thousands) | Grade Uranium (% U) | Contained U (tonnes U) | Contained U3O8 (million lbs) |
Akdala (1) | 6,788 | 0.062 | 4,200 | 10.9 |
South Inkai (1) | 40,390 | 0.043 | 16,720 | 43.5 |
Kharassan (1) | 9,160 | 0.095 | 8,700 | 22.6 |
(1) Attributable
(2) Mineral resources are not mineral reserves and do not have demonstrated economic viability sxr Uranium One Inc.
Probable Mineral Reserves
Asset | Tonnes (thousands) | U3O8 Grade (kg/tonne) | Contained U3O8 (thousands of lbs) | Gold Grade (g/tonne) | Contained Gold (thousands of ozs) |
Dominion | 18,454 | 0.77 | 31,327 | 0.99 | 589 |
Indicated Mineral Resources(1,2)
Asset | Tonnes (thousands) | U3O8 Grade (kg/tonne) | Contained U3O8 (thousands of lbs) | Gold Grade (g/tonne) | Contained Gold (thousands of ozs) |
Dominion | 36,385 | 0.81 | 64,889 | 0.91 | 1,060 |
Dominion Dumps | 3,375 | 0.16 | 1,195 | 0.51 | 55 |
Honeymoon | 1,200 | 2.40 | 6,500 | n/a | n/a |
East Kalkaroo | 1,200 | 0.74 | 2,000 | n/a | n/a |
Goulds Dam | 1,700 | 1.20 | 4,400 | n/a | n/a |
(1) Mineral resources are inclusive of mineral reserves
(2) Mineral resources are not mineral reserves and do not have demonstrated economic viability
Inferred Mineral Resources(1)
Reef Unit | Tonnes (thousands) | U3O8 Grade (kg/tonne) | Contained U3O8 (thousands of lbs) | Gold Grade (g/tonne) | Contained Gold (thousands of ozs) |
Dominion | 219,375 | 0.38 | 183,630 | 0.67 | 4,752 |
Billeroo | 12,000 | 0.30 | 7,900 | n/a | n/a |
(1) Mineral resources are not mineral reserves and do not have demonstrated economic viability
About Uranium One
Uranium One Inc. is a Canadian uranium and gold resource company with a primary listing on the Toronto Stock Exchange and a secondary listing on the JSE Limited (the Johannesburg stock exchange). The Corporation owns the Dominion Uranium Project in South Africa and the Honeymoon Uranium Project in South Australia, and is actively pursuing growth opportunities in the uranium sector in the United States. The Corporation holds an approximate 71.4% interest in Aflease Gold Limited, which owns the Modder East Gold Project in South Africa. Through a 50/50 joint venture with Pitchstone Exploration Ltd., the Corporation is also engaged in uranium exploration activities in the Athabasca Basin of Saskatchewan.
About UrAsia Energy
UrAsia is a Canadian-based uranium producer that offers investors exposure to low-cost uranium production and growth. The Company creates shareholder value by focusing on the development and operation of low-cost, in-situ leach uranium projects in Central Asia. UrAsia is listed on the TSX Venture Exchange and the Alternative Investment Market (AIM) of the London Stock Exchange, trading under the symbol UUU on both exchanges.
For further information, please contact:
Neal Froneman
Chief Executive Officer
sxr Uranium One Inc.
Tel: + 1 416 350 3657
Jean Nortier
Chief Financial Officer
sxr Uranium One Inc.
Tel: + 27 11 482 3605
Chris Sattler
Vice President, Investor Relations
sxr Uranium One Inc.
Tel: + 1 416 350 3657
Phillip Shirvington
Chief Executive Officer
UrAsia Energy Ltd.
Tel: + 1 604 609 5130
Sally Eyre
Vice President, Corporate Affairs
UrAsia Energy Ltd.
Tel: + 1 604 377 2757
Ben Willey
Buchanan Communications
Tel: + 44 (0)207 466 5118
Other Matters and Cautionary Statement
Investors are advised to refer to independent technical reports on Uranium One's material properties are available at www.sedar.com for detailed information with respect to the Corporation's properties. Those technical reports provide the date of each resource or reserve estimate, details of the key assumptions, methods and parameters used in the estimates, details of quality and grade or quality of each resource or reserve and a general discussion of the extent to which the estimate may be materially affected by any known environmental, permitting, legal, taxation, socio-political, marketing, or other relevant issues. The technical reports also provide information with respect to data verification in the estimation.
This document uses the terms "measured", "indicated" and "inferred" resources as defined in accordance with National Instrument 43-101 - Standards of Disclosure for Mineral Projects. United States investors are advised that while these terms are recognized and required by Canadian regulations, the SEC does not recognize them. Investors are cautioned not to assume that all or any part of the mineral deposits in these categories will ever be converted into reserves. In addition, "inferred resources" have a great amount of uncertainty as to their existence and economic and legal feasibility and it cannot be assumed that all or any part of an inferred mineral resource will be ever be upgraded to a higher category. Investors are cautioned not to assume that all or any part of an inferred resource exists or is economically or legally mineable. Mineral resources are not mineral reserves and do not have demonstrated economic viability. Scientific and technical information contained herein has been reviewed on behalf of Uranium One by Mr. M.H.G. Heyns, Pr.Sci.Nat. (SACNASP), MSAIMM, MGSSA, Consulting Geologist or by Ms. J.M. Smith, P.GEO Sr VP Corporate Development sxr Uranium One Inc.- both qualified persons for the purposes of NI 43-101.
Neither Uranium One nor Mr. Heyns or Ms. Smith have done sufficient work to classify the historical estimates of UrAsia's P1 resources or Uranium One's resources at Dominion as current mineral reserves or resources. Uranium One does not intend to treat such historical estimates of reserves and resources as a current estimate and the historical estimates should not be relied upon.
Scientific and technical information contained herein has been reviewed on behalf of UrAsia by C. Stewart Wallis, P.Geo. Consulting Geologist - a Qualified Person for the purpose of NI 43-101. Technical Reports prepared by Scott Wilson RPA (formerly Roscoe Postle Associates Inc.) in accordance with NI 43-101. Kharassan Technical Report, dated October 13, 2005, as revised March 25, 2006; South Inkai Technical Report, October 8, as revised March 20, 2006; and Akdala Technical Report, dated October 3, 2005 as revised March 3, 2006. The Technical Reports are available at www.sedar.com.
Historical estimates referred to herein as Russian P1 resources are derived from Kazatomprom documents, an entity of the Government of Kazakhstan. Although Russian P1 Resources do not meet Canadian Institute of Mining, Metallurgy and Petroleum (CIM) standards on Mineral Resource and Reserve definitions, they are considered relevant because of previous pilot plant production, but should not be relied upon. The CIM resource definition which most closely resembles P1 resources is that of Inferred Resources. However, there is less confidence attributed to a P1 resource since a P1 resource is estimated on the basis of a lower drill density than an inferred resource.
No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein.
Forward-looking statements: Certain of the statements made herein, including any information as to the Corporation's future financial or operating performance, may be forward-looking and subject to important risk factors and uncertainties, many of which are beyond the Corporation's ability to control or predict. Forward-looking statements are necessarily based on a number of estimates and assumptions that are inherently subject to significant business, economic and competitive uncertainties and contingencies. Known and unknown factors could cause actual results to differ materially from those projected in the forward-looking statements. Such factors include, among others: gold and uranium price volatility; impact of any hedging activities, including margin limits and margin calls; discrepancies between actual and estimated production, between actual and estimated reserves and resources and between actual and estimated metallurgical recoveries; changes in national and local government legislation, taxation, controls, regulations and political or economic developments in Canada, the United States, South Africa, Australia or other countries in which the Corporation does or may carry on business in the future; risks of sovereign investment; the speculative nature of gold and uranium exploration and development, including the risks of obtaining necessary licenses and permits; dilution; competition; loss of key employees; additional funding requirements; and defective title to mineral claims or property. In addition, there are risks and hazards associated with the business of gold and uranium exploration, development and mining, including environmental hazards, industrial accidents, unusual or unexpected formations, pressures, cave-ins, flooding and gold bullion losses (and the risk of inadequate insurance or inability to obtain insurance, to cover these risks), as well as the factors described or referred to in reports filed by the Corporation with the Canadian securities administrators. Accordingly, readers should not place undue reliance on forward-looking statements. The Corporation undertakes no obligation to update publicly or release any revisions to forward-looking statements to reflect events or circumstances after the date of this document or to reflect the occurrence of unanticipated events.
For further information about Uranium One or UrAsia, please visit www.uranium1.com or www.urasiaenergy.com
jack
TORONTO and JOHANNESBURG, South Africa, Feb. 23, 2007 (Canada NewsWire via COMTEX News Network) --
Trading Symbol: SXR - Toronto Stock Exchange, JSE Limited (Johannesburg
Stock Exchange)
sxr Uranium One Inc. ("Uranium One") is pleased to announce that it has entered into a definitive agreement with U.S. Energy Corp. and its affiliate, Crested Corp., for the purchase of the Shootaring Canyon Uranium Mill in Utah, as well as a land package comprising approximately 38,763 acres of uranium exploration properties in Utah, Wyoming, Arizona and Colorado and a substantial database of geological information with respect to an additional 1,582,036 acres in a five-mile zone surrounding the purchased properties.
Neal Froneman, Chief Executive Officer of Uranium One, said: "The execution of this agreement marks a major step forward in our U.S. growth strategy. The acquisition of the Shootaring Canyon Mill and related uranium property interests will serve as the foundation for our growth in the United States. We look forward to closing this transaction and to expanding our U.S. business in line with our growth strategy."
Terms of the Acquisition
The asset purchase agreement follows a period of detailed due diligence conducted by Uranium One under an exclusivity agreement entered into between the parties on July 10, 2006.
Under the asset purchase agreement, Uranium One has agreed to purchase through certain of its subsidiaries the Shootaring Canyon Mill and related property interests for consideration equal to 6,607,605 Uranium One common shares plus the sum of US $750,000 in cash paid by Uranium One on execution of the exclusivity agreement. In addition, in accordance with the provisions of the exclusivity agreement, Uranium One has agreed to pay U.S. Energy US $20,000,000 upon the Shootaring Canyon Mill reaching commercial production and US $7,500,000 on the first delivery to the Mill after commercial production of mineralized material from any of the purchased properties; U.S. Energy will also receive a royalty equal to 5% of the gross proceeds from the sale of commodities produced at the Mill, to a maximum amount of US $12,500,000.
The purchase agreement also provides for the assignment of U.S. Energy's right to receive US $4,100,000 in cash and 1,500,000 common shares of Uranium Power Corp. ("UPC") after closing under a purchase and related joint venture agreement between U.S. Energy and UPC relating to certain of the purchased properties for a cash payment equal to a 5.25% annual discount rate applied to US $4,100,000 plus the value of such shares (determined with reference to the weighted average closing price thereof on the TSX Venture Exchange prior to closing). In addition, in accordance with the provisions of the exclusivity agreement, Uranium One will on closing reimburse U.S. Energy for certain exploration expenditures relating to the purchased properties and incurred with Uranium One's approval since July 2006.
The purchase agreement also provides that Uranium One and U.S. Energy will enter into an agreement on closing under which Uranium One will be given the first opportunity to earn into or fund uranium property interests which may in the future be owned or acquired by U.S. Energy outside the five mile area surrounding the purchased properties for a period of two years after closing. Under this agreement, Uranium One will also have access without charge for a period of three years to the database of geological information assembled by U.S. Energy on properties in the western United States beyond the purchased properties and the area of interest surrounding them.
Closing of the purchase agreement is subject, among other things, to the receipt of all required governmental and regulatory approvals, including the approval by the Utah Division of Radiation Control of the transfer of the Mill's radioactive materials licence and final acceptance by the Toronto Stock Exchange for the listing of the Uranium One common shares to be issued on closing.
The Shootaring Canyon Mill
The Shootaring Canyon Mill, located approximately 48 miles south of Hanksville, Utah, was the last conventional uranium mill to be built in the United States and is strategically situated amongst several known uranium deposits. The Mill was commissioned and operated for a period of four months in 1982, meeting all applicable performance guarantees. Approximately 30 tons of U3O8 were produced and shipped before the Mill was mothballed due to declining uranium prices. The Mill has been maintained in excellent condition since being placed on standby.
The Mill is an acid leach facility with a 750 tons per day throughput capacity that could be upgraded to an estimated throughput rate of 1,000 tons per day. There is also the potential to add a vanadium processing circuit to the existing Mill infrastructure. The Mill currently has a reclamation licence, which U.S. Energy is working to convert to an operating licence subject to applicable regulatory approval.
The U.S. Energy Uranium Properties
The U.S. Energy uranium properties consist of eight separate claim groupings in Utah, Wyoming, Arizona and Colorado. Four of these claim groupings (White Canyon, Henry Mountain, Lisbon Valley and Sage Plains) are wholly-owned by U.S. Energy; the other four (Sheep Mountain, Green River North, Burro Canyon and the Breccia Pipes) are held by U.S. Energy in the joint venture with UPC.
The most advanced of the U.S. Energy properties is the Sheep Mountain property in Wyoming. On August 29, 2006, UPC announced the completion by Scott Wilson Roscoe Postle Associates, Inc. of an NI 43-101-compliant mineral resource estimate (the "Resource Estimate") for the Sheep Mountain property, comprising inferred mineral resources of 4.56 MT grading 0.17% eU3O8 (15.6 million pounds of contained metal) contained in the Sheep 1 and 2 deposits.
The acquired assets also include an extensive database containing historical data from past producing uranium mines, as well as exploration data from uranium projects ranging from grassroots to advanced exploration status.
http://www.uranium1.com/uploads/articles/...eement%20to%20Acquire.pdf
SXR hat sich die Abbaurechte an der "Shootering Canyon Uranium"-Mine in Utah/USA gesichert. Die Mine war bereits in 1982 für vier Monate in Produktion, wurde dann aber aufgrund fallender Uran-Marktpreise stillgelegt. Die Mine sei jetzt nach wie vor in einem guten Zustand.
SXR wächst, Uran-Preis aktuell bei 85,00 US$/Pfund, weitere News hinsichtlich der Produktionsaufnahme der Dominion-Mine in Süd-Afrika sind im März zu erwarten.
Hier kann jeder investieren, der sich kurz-, mittel- oder langfristige Ziele setzt. Nach meiner Meinung ist SXR - insbesondere inkl. der Urasia-Ressourcen - für jede Strategie eine Top-Investition.
Ich bin absolut sicher, dass sich auch bald sehr positive Analysten-Einschätzungen einfinden werden. SXR "buy"...
SXR Uranium One wächst weiter - Einstieg nicht verpassen! Meine Meinung.
Wirtschaftsnews - von heute 11:09
SXR Uranium plant Übernahme binnen Jahresfrist
Toronto 12.03.07 (emfis.com)
Die kanadische SXR Uranium One, die derzeit die Fusion mit der UrAsia Energy vollzieht, plant derzeit, innerhalb eines Jahres die Übernahme eines US Unternehmens, so der CEO Neal Froneman. Dabei suche man sich aus zehn Übernahmekandidaten des besten aus, so der CEO weiter.
Wie die Nachrichtenagentur Reuters berichtet, plant SXR Uranium seinen Marktwert auf 5 Mrd. USD zu erhöhen. Der aktuelle Marktwert liegt bei 1,87 Mrd. USD.
In Dahinterschauers Kommentar sind sehr viele Informationen und richtige Hinweise enthalten, die aber nicht allein stichpunktartig genannt und bewertet werden können. Daher möchte ich einmal versuchen, ein wenig mehr "dahinter zu schauen".
Ein Anleger könnte sich fragen, ob er in ein uranproduzierendes Unternehmen investieren will, da aufgrund der Nachfragesituation in den nächsten Jahren mit weiter steigenden Uran-Preisen zu rechnen ist. Soll man gerade jetzt während einer Korrekturphase einsteigen und in welche Aktie soll man investieren? Wie risikoreich ist eine Investition in Uranexplorer? Wie komme ich zu einer eigenen fairen Bewertung eines Unternehmens der Rohstoffbranche? Wie kann ich also derartige Unternehmen vergleichen? Welche zukünftigen Aussichten hat das Unternehmen? Soll ich in eine Junior-Mine investieren?
Marktführer in der Uran-Produktion ist mit großem Abstand das Unternehmen Cameco. BHP, Rio Tinto, ERA, UrAsia, SXR, Paladin... sind u. a. als Unternehmen aus der uran-produzierenden Branche zu nennen, die derzeit zwar bekannt sind, aber deren Situation sich vollkommen unterschiedlich darstellt. Ein einfacher Vergleich ist daher nicht möglich, sondern es müssen mindestens die folgenden Kriterien herangezogen werden:
1. Bewertung der Ressourcen:
(P1 (bewiesene Res.) + P2 (wahrscheinliche Res.) + P3 (mögliche Res.)) - dazu einmal die von der Userin "feuerblume" hervorragend dargestellten Berechnungsformel von Reserven der Rohstoffproduzenten - hier am Beispiel einer Ölproduktion (gilt aber auch für andere Rohstoffe) - nachzulesen unter:
http://www.ariva.de/board/284522/Blue_Pearl_Mining_Stairway_to_Heaven?secu=777793
Schaubild:
2. Absatzpreise:
Junior-Minen wie Paladin sind "unhedged", d. h., dass sie "ungebunden" und daher direkt an den Uranpreisentwicklungen gekoppelt sind. Das trifft ebenso für SXR und UrAsia zu. Bei Cameco z. B. (auch ERA) sieht die Situation ein wenig anders aus, da dort für ca. die Hälfte des Uranabsatzes langristige Verträge mit Preisbindungen abgeschlossen wurden. Die Preise aus solchen Vereinbarungen liegen zum Teil weit unter dem derzeitigen Preisniveau. Allerdings haben sie auch den Vorteil, dass sie eine Grundabsicherung (ground floor protection) beinhalten. Die jeweilige vertragliche Situation bei den einzelnen Unternehmen - insbesondere bei Cameco - kann sehr vielschichtig sein, daher reicht niemals eine Pauschalaussage für eine Bewertung dieses wichtigen Punktes aus.
3. Zukunftsaussichten:
Wo befinden sich die größten Uranvorkommen? Welche Gebiete sind bereits zum großen Teil erschlossen? Australien, Kanada, USA, Kasachstan und Südafrika sind hier insbesondere als solche Länder aufzuführen. Rohstoffvorkommen in Kasachstan und Afrika sind aber zum großen Teil noch nicht erschlossen, vorhandene Vorkommen aber in einigen Fällen schon nachgewiesen. Besonders in diesen Ländern kann damit gerechnet werden, dass in den nächsten Jahren weitere Vorkommen entdeckt werden. Also könnte man sich auf Unternehmen konzentrieren, die in diesen Gebieten bereits Uran abbauen bzw. nachgewiesene Vorkommen besitzen (Top-Tipp ist und bleibt hier UrAsia!).
4. Produktionskosten:
Nicht nur die Absatzverträge, sondern ebenso die Kosten zum Uranabbau müssen als Preiskriterien herangezogen werden. Hier ist insbesondere das ISL (In-Situ-Leach)-Verfahren als die günstigste Möglichkeit zu bewerten, um Uran über Tage abzubauen. Achtung! Das ISL-Verfahren bedarf einer speziellen Genehmigung, die längst nicht überall erfolgt! Sofern eine solche Abbaugenehmigung in einzelnen Fällen noch nicht vorliegt, sollten Berechnungen zukünftiger Gewinne aus diesen Minen unter Berücksichtigung dieser Tatsache erfolgen. Das In-Situ-Leach-Verfahren steht - nicht zu unrecht - unter starker Kritik (Einflüsse auf Umwelt und Gesundheit sind hier nicht von der Hand zu weisen...). Es entspricht der Wahrheit, dass letztgenannte Faktoren in Kasachstan und Afrika wohl eher weniger diskutiert werden als z. B. in Australien. Wer z. B. die Bedingungen rund um den Nickelabbau der Norilsk kennt, der weiß, wovon ich hier schreibe...
5. Situation Cameco:
Der Uran-Preis stagnierte im Januar/Februar 2007 für drei Wochen bei einem Preis von 72,00 Euro pro Pfund. Cameco hatte im Vorfeld angekündigt, dass sie im Februar bekannt geben würden, ob eine zukünftige Nutzung der gefluteten Cigar Lake noch möglich ist. Diese Nachricht hat sich verzögert und gerade Anfang März wurde sie noch einmal verschoben. Die Entwicklung der Cigar Lake hat einen entscheidenden Einfluss auf die Entwicklung der Uran-Markt-Preise, da sich dort Vorkommen von insgesamt geplante 18 Mio Pfund Uranabbau/Jahr unter Wasser befinden - das sind ca. 20 % des jährlichen Weltmarktbedarfes...
6. Allgemeine Situation am Aktienmarkt:
Wer in laufenden Korrekturen Aktien kaufen möchte, weil bei den fundamental gut aufgestellten Unternehmen nach dieser Korrektur eine Erholung eintreten sollte und neue Höchststände erreicht werden könnten, kann eine Korrektur sicher als gute Einstiegschance nutzen. Allerdings kennt niemand das Ende einer Korrektur und die Aktien könnten ja weiter verlieren. Während einer Korrektur halte ich es so, dass ich zunächst nur einen kleineren Betrag in Aktien der Unternehmen verspreche, von denen ich mittel- bis langfristig vollkommen überzeugt bin. Fällt der Kurs weiter, kaufe ich nach... wieder nur einen kleineren Teil. So bin ich bei wieder steigenden Kursen wenigstens schon investiert, begrenze aber mein Risiko innerhalb der laufenden Korrektur. Auf jeden Fall hat so eine Korrektur den Vorteil, dass man günstig in richtig gute Werte einsteigen kann.
In anderen Ländern sieht es nicht anders aus. Aus Russland, welches über große Anreicherungskapazitäten verfügt, darf wieder- angereichertes Uran in westlichen Ländern nicht eingeführt werden, solange eine sichere Endlagerung der Reste nicht nachgewiesen werden kann
Ich hoffe, mit diesen Fragen einige Beiträge von Spezialisten angestoßen zu haben.
FIU 13.000 -0.220 -1.66 537,446 T Quote Company Information
FSY 9.200 -0.280 -2.95 422,560 T Quote Company Information
UPC 1.490 -0.070 -4.49 1,155,832 V Quote Company Information
NCV 1.140 -0.020 -1.72 424,824 V
KORREKTUR: sxr Uranium One übernimmt UrAsia
16.04.2007 (www.emfis.com)
Der kanadische Uranproduzent UrAsia Energy Ltd. gab heute bekannt, vom Höchsten Gericht in British Columbia die Genemigung zur Übernahme durch die sxr Uranium One erhalten zu haben.
Bei den ganzen Meldungen über die Urasia-Übernahme fehlt mir nach wie vor die Meldung, dass die Dominion-Mine die Produktion startet. Vielleicht wollen sie es ja nur gemeinsam mit der Fusion "verpacken"...
Wenn das gelingt, dürfte das ein ordentliches Kaufsignal geben!
Und nicht zu vergessen bei SXR + UUU = Uranium One: bereits in 2008 wird in dann 5 Minen in Kasachstan, Süd-Afrika und Australien sehr günstig Uran produziert und sehr teuer verkauft ;-)
390 Bay Street, Suite 1610
Toronto, Ontario M5H 2Y2
Trading Symbol: SXR – Toronto Stock Exchange, JSE Limited (Johannesburg Stock Exchange)
NEWS RELEASE
April 20, 2007
Uranium One Completes Acquisition of UrAsia Energy
Toronto, Ontario and Johannesburg, South Africa -- sxr Uranium One Inc. (“Uranium One”) is pleased to report that it has completed the acquisition of all of the issued and outstanding common shares of UrAsia Energy Ltd. (“UrAsia”). Each common share of UrAsia has been exchanged for 0.45 of a common share of Uranium One.
The board of directors of Uranium One now comprises Ian Telfer as non-executive Chairman and Andrew Adams, David Hodgson, Phillip Shirvington, Terry Rosenberg, Mark Wheatley and Kenneth Williamson as non-executive directors. Neal Froneman, Uranium One’s President and Chief Executive Officer, will remain an executive director. Terry MacGibbon has resigned as a director of Uranium One.
A new Board Operations Review Committee has been formed to oversee the execution of
Uranium One’s operating and development assets in Kazakhstan, South Africa and Australia.
Phillip Shirvington is the Chairman and Neal Froneman, David Hodgson and Mark Wheatley also serve on this committee.
In addition to changes at the board, several changes to the senior executive management team of the Corporation have been made. Robin Merrifield, previously Chief Financial Officer of UrAsia, will become Executive Vice President and Chief Financial Officer of Uranium One. Jean Nortier, previously Executive Vice President and Chief Financial Officer of Uranium One will move to the newly created position of Executive Vice President, Corporate Affairs.
“We are very pleased to have completed this transaction and believe that the new Uranium One will be the pre-eminent growth company in the uranium sector,” said Ian Telfer, Chairman of Uranium One. “On behalf of the board, I would like to express our appreciation to all those involved in this transaction, and in particular to the outgoing directors for their past service and dedication to each of UrAsia and Uranium One.”
Neal Froneman, President and Chief Executive Officer of Uranium One commented:
“With the completion of this company transforming event, we have created a globally diversified, low cost uranium producer that we believe represents a compelling opportunity for investors. Through the continued execution of our development and growth plans for our existing assets, as well as through potential additional acquisition opportunities, we believe further significant value will be created for our shareholders over the near and long-term.”
The transaction will not result in an effective change of control of Uranium One.
Effective the close of business today, UrAsia has ceased trading on the TSX Venture Exchange.
Delisting of the shares from the TSX Venture Exchange is expected to occur on April 23, 2007. As disclosed in the Notice of Special General Meeting and Management Information Circular to UrAsia shareholders dated March 9, 2007, the common shares of UrAsia will be canceled from trading on the Alternative Investment Market of the London Stock Exchange effective April 30, 2007.
In order to provide continued liquidity for the Corporation’s European shareholder base, Uranium One is now proceeding with an application to the United Kingdom Listing Authority for a secondary listing on the London Stock Exchange.
About Uranium One
Uranium One Inc. is a Canadian-based uranium producing company with a primary listing on the Toronto Stock Exchange and a secondary listing on the JSE Limited (the Johannesburg stock exchange). The Corporation owns the Akdala Uranium Mine in Kazakhstan and the Dominion Reefs Uranium Mine in South Africa, both of which are currently in operation. Uranium One is also developing the South Inkai and Kharassan Uranium Projects in Kazakhstan, as well as the Honeymoon Uranium Project in South Australia. The Corporation continues to pursue additional growth opportunities in the United States. Uranium One is also engaged in uranium exploration activities in the Athabasca Basin of Saskatchewan as well as in Kyrgyzstan.
For further information, please contact:
Neal Froneman Chris Sattler
Chief Executive Officer Vice President, Investor Relations
Tel: + 27 83 628 0226 Tel: + 1 416 350 3657
Cautionary Statement
No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein.
Forward-looking statements: Certain of the statements made herein, including any information as to the Corporation’s future financial or operating performance, may be forward-looking and subject to important risk factors and uncertainties, many of which are beyond the Corporation’s ability to control or predict. Forward-looking statements are necessarily based on a number of estimates and assumptions that are inherently subject to significant business, economic and competitive uncertainties and contingencies. Known and unknown factors could cause actual results to differ materially from those projected in the forward-looking statements. Such factors include, among others: gold and uranium price volatility; impact of any hedging activities, including margin limits and margin calls; discrepancies between actual and estimated production, between actual and estimated reserves and resources
and between actual and estimated metallurgical recoveries; changes in national and local government legislation, taxation, controls, regulations and political or economic developments in Canada, the United States, South Africa, Australia, Kazakhstan or other countries in which the Corporation does or may carry on business in the future; risks of sovereign investment; the speculative nature of gold and uranium exploration and development, including the risks of obtaining necessary licenses and permits; dilution; competition; loss of key employees; additional funding requirements; and defective title to mineral claims or property. In addition,
there are risks and hazards associated with the business of gold and uranium exploration, development and mining, including environmental hazards, industrial accidents, unusual or unexpected formations, pressures, cave-ins, flooding and gold bullion losses (and the risk of inadequate insurance or inability to obtain insurance, to cover these risks), as well as the factors described or referred
to in reports filed by the Corporation with the Canadian securities administrators. Accordingly, readers should not place undue reliance on forward-looking statements. The Corporation undertakes no obligation to update publicly or release any revisions to forward-looking statements to reflect events or circumstances after the date of this document or to reflect the occurrence of unanticipated events.
For further information about Uranium One or UrAsia, please visit www.uranium1.com or www.urasiaenergy.com
bei mir (DIBA) liegen immer noch die Urasias mit Kurs 4,97 vom 20.4. im Depot...
ist bei euch/anderen Banken auch so?
Danke!
sollte sie auf 4,0 runter fass ich nochmal nach Wandler
weiss jemand was da los ist. ist ja bereits wieder ein wahnsinns volumen!!!! ich pers. hab nichts gefunden...
..um eure mithilfe bin ich dankbar.
ciao, jack
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