Rohstoffjuniors: Langfristig vor Renaissance

Das kann sich sehen lassen:

"Mit einem Erlös von mehr als 300 Mio. CAD ist das IPO des Bergbauunternehmens, das auf Afrika ausgerichtet ist, der größte kanadische Börsengang im Minensektor seit Tahoe Resources (WKN A1C0RA) 2010 348 Mio. CAD erlöste. Das Ivanplats-IPO ist zudem die größte Transaktion dieser Art seit Glencore im Mai für 11 Mrd. Dollar an die Börse ging.." 

 

M&A Goldsektor – Argonaut Gold übernimmt Prodigy Gold

Mit der Übernahme von Prodigy Gold will der etablierte Goldförderer Argonaut Gold langfristig zu einem mittelgroßen Goldproduzenten aufsteigen..

http://www.rohstoff-investingnews.de/gold/m-a-goldsektor/

 

Für die Entwicklung des Mengapur-Projekts: Monument Mining kündigt Finanzierung in Höhe von 23,4 Mio. Dollar an

Ende 2011 hatte der kanadische Goldproduzent Monument Mining (WKN A0MSJR) eine Finanzierung geplant, um die Übernahme von 70% an dem polymetallischen Projekt Mengapur in Malaysia zu finanzieren. Durchgeführt wurde diese nicht, da Monument sich entschloss, den Kauf aus dem bestehenden Cash zu finanzieren. Für die weitere Entwicklung des Mengapur-Projekts aber benötigt man zusätzliche Mittel, von denen zumindest ein Teil jetzt über eine abgeänderte Privatplatzierung eingesammelt werden soll..

http://miningscout.de/Kolumnen/...3_4_Mio_Dollar_an/page_1/_76/__1066

 

Steinkohleimporte - Brisanter Brennstoff

Deutsche Stromfabriken verfeuern auch kolumbianische Steinkohle. Werden bei ihrer Förderung Menschenrechte verletzt, und wird die Umwelt zerstört? 

http://www.zeit.de/2012/43/...off-Steinkohle-Kolumbien-Menschenrechte

 

Mining industry outlook ‘vastly improved' in October - CEO Survey

"...There clearly has been a massive change in the psychology of mining executives over a very short time", a survey by a Vancouver-based executive search firm has determined..

http://www.mineweb.com/mineweb/view/mineweb/en/...etail&pid=92730

 

October 18, 2012 10:37 ET

Advanced Explorations Inc. Completes Exploration Program at Tuktu 2 Iron Project


TORONTO, ONTARIO--(Marketwire - Oct. 18, 2012) - Advanced Explorations Inc. (TSX VENTURE:AXI)(FRANKFURT:AE6) (the "Company or "AEI") is pleased to announce that it has completed an exploration program to further evaluate the direct ship ore ("DSO") potential within the area of the Tuktu 2 magnetic anomaly, approximately 5km east of AEI's Tuktu 1 Magnetite Iron Deposit (Inferred Resource - 465MT @ 31.1% Total Iron; see press release November 28, 2011).

The exploration program, which commenced late August and was completed this week, was comprised of detailed surface geological mapping and prospecting, closely spaced infill ground magnetometer and gravity geophysical surveying and completion of 1,536m of diamond drilling in 11 drill holes.

In July 2012, the Company completed a limited prospecting and sampling program of a 2,100m long magnetic anomaly, the Tuktu 2-A Anomaly, where high grade samples assaying 63.85% Fe and 62.26 % Fe were previously located in 2011 (see press release October 26, 2011). Abundant specular hematite, a form of iron oxide not previously seen on the Tuktu Iron Project, located in outcrop, returned grab samples up to 69.30% Fe and channel sampling included an average of 63.24% Fe over a length of 7.9m (see press release July 11, 2012).

Utilizing a field-portable XRF analyzer, geologists were successful early in the current program to locate a second DSO target area, Tuktu 2-H, of apparent high grade hematite mineralization within a discontinuously outcropping 3km long zone of both magnetite and hematite iron mineralization. This is located approximately 1800m southeast of the Tuktu 2-A Anomaly in a north-south trending linear magnetic feature, parallel to and about 400m east of the Tuktu 2-A magnetic anomaly. Based on visual geological and field-portable XRF analyzer results, field geologists concluded that the Tuktu 2-H Anomaly had the potential for multiple lenses of high grade iron mineralization of the style referred to as "Direct Ship Ore" ("DSO") (see press release - Sept 13, 2012).

Although subsequent field work was centered around the Tuktu 2-A and Tuktu 2-H anomalies, the geological mapping and prospecting and ground geophysical surveys (magnetometer and gravity) focused on identified airborne magnetic anomalies within an area of approximately 16 square kilometers. Results of surface sampling are pending.

The drill program was focused on the two identified anomalous areas, with 4 drill holes completed at the Tuktu 2-A anomaly and 7 drill holes completed at the Tuktu 2-H; assay results are also pending.

John Gingerich, President & CEO, commented:

"Our recent field work, particularly the discovery of at least two high grade DSO targets, is further evidence of the potential to define direct ship ore at Tuktu. It has also highlighted the potential to expand existing magnetite-rich resources within the Tuktu project area. We are excited to consider the opportunities these new discoveries will bring."

Work was completed under the supervision of Mr. Gary Williams, V.P. of Advanced Explorations Inc. and a Qualified Person as defined by NI 43-101. Mr. Williams has reviewed and verified the technical information contained in this news release.  

October 19, 2012 09:12 ET

Calvista Gold Corporation Announces Combination with AUX Acquisition 3 S.A.R.L.


TORONTO, ONTARIO--(Marketwire - Oct. 19, 2012) - Calvista Gold Corporation (TSX:CVZ)(OTCQX:CAGOF) ("Calvista" or the "Company") is pleased to announce today that it has entered into an arrangement agreement with AUX Acquisition 3 S.A.R.L. and 2346408 Ontario Inc. (collectively, "AUX") pursuant to which AUX has agreed to acquire all of the issued and outstanding common shares ("Common Shares") and the in-the-money warrants to acquire Common Shares ("Warrants") of Calvista by way of a statutory plan of arrangement under the Business Corporations Act (Ontario) (the "Arrangement") at a price (the "Offer Price") of C$1.10 per Common Share in cash, and pay the in-the-money value for the outstanding options.

The Offer Price represents a significant premium of 62% to the closing price of Calvista's Common Shares of $0.68 on October 18, 2012, and a premium of 100% to the ten day volume weighted average trading price of $0.55 for the ten trading days preceding the announcement of the Arrangement. It is anticipated that the Arrangement will close on or before December 31, 2012.

The Board of Directors of Calvista (the "Board") upon a recommendation of the special committee of the Board and upon consultation with its financial and legal advisors, has determined that the Arrangement is fair to the holders of Calvista Common Shares and Warrants, that the Arrangement is in the best interests of Calvista and the holders of Common Shares and Warrants, and accordingly, have approved the entering into of the Arrangement agreement and recommended that holders of Common Shares and Warrants vote in favour of the Arrangement. Members of the Board and senior management have entered into lock-up agreements, as have certain of Calvista's significant shareholders with respect to their securities held, and all have agreed to vote in favour of the Arrangement.

To date shareholders representing 26.09% of the issued and outstanding Common Shares have entered into Shareholder lock-up agreements and agreed to vote in favour of the Arrangement.

The completion of the Arrangement is subject to customary conditions, including receipt of all necessary court, regulatory, shareholder and warrantholder approvals. Calvista may terminate the Arrangement agreement under certain circumstances, including if the Board determines in good faith that it has received a Superior Proposal (as such term is defined in the Arrangement agreement). If Calvista terminates the Arrangement agreement in order to accept a Superior Proposal, it must pay a break fee of C$2 million.

The Arrangement is subject to the approval of 66 2/3% of the votes cast at a special meeting of holders of Calvista Common Shares and Warrants to approve the Arrangement (the "Calvista Meeting") that is expected to occur by the middle of December, 2012. An information circular regarding the Arrangement will be filed with the applicable regulatory authorities and mailed to holders of Calvista's Common Shares and Warrants in accordance with applicable securities laws. The record date for the Calvista Meeting will be announced in the near future.

Mark Haywood, the CEO of Calvista commented that "This Arrangement is a result of a compelling proposal received by the Board of Directors. The offer recognizes the growth potential of our assets and allows holders of Calvista's Common Shares and Warrants to realize immediate cash consideration representing a substantial portion of this future value today."

Calvista has engaged Haywood Securities Inc. as its financial advisor and Fraser Milner Casgrain LLP as its legal counsel. Haywood Securities Inc. has provided an opinion to the Board of Calvista, based upon and subject to the assumptions, limitations and qualifications in such opinion, that the consideration to be received by holders of Calvista Common Shares and Warrants is fair from a financial point of view to such holders. AUX has retained BMO Capital Markets as its financial advisor and Cassels Brock & Blackwell LLP as its legal counsel.  

October 19, 2012 - 9:45 AM EDT

Galway Resources Ltd. announces premium cash offer for Galway shareholders and the spin out of the Vetas and Victorio projects

TORONTO, Oct. 19, 2012 /CNW/ - Galway Resources Ltd. (GWY: TSX-V) ("Galway") is pleased to announce the execution of an arrangement agreement (the "Arrangement Agreement") with AUX Acquisition 2 S.àr.l. and its wholly-owned Ontario subsidiary (collectively, "AUX"), under which AUX has agreed to acquire all of the outstanding common shares of Galway (other than common shares of Galway held by AUX and its affiliates) (the "Galway Shares") by way of a plan of arrangement (the "Arrangement").

Under the transaction Galway shareholders will receive Cdn$2.05 in cash, 0.9 of a share in a new company to hold the Vetas gold project and 1.0 share in a new company to hold the Victorio tungsten-molybdenum project. The new companies will be well capitalized with US$18 million of cash and US$12 million of cash, respectively. Upon closing of the transaction, existing Galway shareholders will hold 90% of the Vetas SpinCo and 100% of the Victorio SpinCo. AUX will have the right to nominate one director for election to the board of directors of the Vetas SpinCo.

The Cdn$2.05 per share cash consideration represents a premium of approximately 47% over the volume weighted average trading price of Cdn$1.39 per Galway Share on the TSX Venture Exchange ("TSX-V") for the 20-trading days ending on October 18, 2012. It is anticipated that the Arrangement will close on or before December 31, 2012.

"We are extremely pleased with this transaction as we believe it represents great value for shareholders. We also look forward to creating ongoing value for Galway shareholders through the advancement of the Vetas and Victorio projects. Both projects have excellent infrastructure and tremendous geological upside," said Robert Hinchcliffe, President and CEO of Galway. "I'd really like to thank Galway's employees in Colombia for all their diligent efforts."

In addition, AUX has entered into lock-up agreements with certain officers and directors of Galway, pursuant to which these shareholders have agreed, subject to certain conditions, to exercise the voting rights attached to their Galway Shares in favour of the Arrangement.

The board of directors of Galway (the "Board"), based in part on a fairness opinion from National Bank Financial Inc. that the consideration offered in the Arrangement is fair, from a financial point of view, to Galway shareholders, other than AUX, has unanimously determined that the completion of the Arrangement is in the best interests of Galway shareholders. The Board has unanimously resolved to recommend that Galway's shareholders vote in favour of the Arrangement.

A summary of the opinion given by National Bank Financial Inc., the factors that were considered by the Board in approving the Arrangement, and other material background information relating to the Arrangement, will be included in the Management Information Circular to be mailed to Galway's securityholders in connection with a special meeting of Galway, which is expected to be held in early to mid December, 2012 (the "Meeting") to approve the Arrangement.

Completion of the Arrangement is subject to, among other things, i) the affirmative vote at the Meeting of at least two-thirds (66 2/3%) of the votes cast by all Galway shareholders ii) approval of the Superior Court of Justice of Ontario; and iii) receipt of all required regulatory approvals, including acceptance of the transaction by the TSX-V.

A copy of the Arrangement Agreement will be filed with Canadian securities regulatory authorities and will be available under Galway's profile on the SEDAR website, at www.sedar.com. It is currently expected that the Management Information Circular to be prepared in connection with the Meeting will be mailed to Galway's securityholders in early November, 2012, and those materials will also be available at www.sedar.com.

Galway's financial advisor in connection with the Arrangement is National Bank Financial Inc. and its legal advisor is Stikeman Elliott LLP. AUX's financial advisor is BMO Capital Markets, and its legal counsel is Cassels Brock & Blackwell LLP.  

Am Freitag gab es gleich 2 Übernahmen in kolumbianischen Goldsektor:

 

October 19, 2012

 

Galway Resources Ltd. Announces Premium Cash Offer for Galway Shareholders and the Spin Out of the Vetas and Victorio Projects

   

Toronto, Ontario: October 19, 2012 -- Galway Resources Ltd. (GWY: TSX-V) ("Galway") is pleased to announce the execution of an arrangement agreement (the "Arrangement Agreement") with AUX Acquisition 2 S.àr.l. and its wholly-owned Ontario subsidiary (collectively, "AUX"), under which AUX has agreed to acquire all of the outstanding common shares of Galway (other than common shares of Galway held by AUX and its affiliates) (the "Galway Shares") by way of a plan of arrangement (the "Arrangement")..

   

http://www.galwayresources.com/s/...sh-Offer-for-Galway-Shareholders-...

   

 

 

October 19, 2012 09:12 ET

 

Calvista Gold Corporation Announces Combination with AUX Acquisition 3 S.A.R.L.

   

 TORONTO, ONTARIO--(Marketwire - Oct. 19, 2012) - Calvista Gold Corporation (TSX:CVZ)(OTCQX:CAGOF) ("Calvista" or the "Company") is pleased to announce today that it has entered into an arrangement agreement with AUX Acquisition 3 S.A.R.L. and 2346408 Ontario Inc. (collectively, "AUX") pursuant to which AUX has agreed to acquire all of the issued and outstanding common shares ("Common Shares") and the in-the-money warrants to acquire Common Shares ("Warrants") of Calvista by way of a statutory plan of arrangement under the Business Corporations Act (Ontario) (the "Arrangement") at a price (the "Offer Price") of C$1.10 per Common Share in cash, and pay the in-the-money value for the outstanding options..

   

 http://www.marketwire.com/press-release/...3-sarl-tsx-cvz-1715624.htm

 

 

 

 

Dazu passender Artikel:

Eike Batista setzt Konsolidierung im California District fort

Brasiliens reichster Unternehmer Eike Batista geht wieder auf Einkaufstour. Mit den Übernahmen von Galway und Calvista erhöht Batista die Wetten auf den Goldpreis und seine Investitionen im kolumbianischen Minensektor..

http://www.rohstoff-investingnews.de/gold/eike-batista-konsolidierung/

 

Zeit zum Einstieg fast gekommen: CIBC World Markets – Goldpreis von 2.200 USD nicht mehr fern

 Die Analysten von CIBC World Markets sehen Gold und Silber jetzt positiver und sind der Ansicht, dass die Zeit für interessierte Anleger fast gekommen ist, sich zu engagieren, um einen möglichen saisonalen Anstieg mitzunehmen. Die CIBC-Experten glauben, dass die jüngst angekündigten Stimulusmaßnahmen der US-Notenbank (QE3) für eine Fortsetzung der Goldrallye sprechen, die Mitte September abflaute. Wie CIBC ausführt, hätten QE1 und QE2 den Goldpreis jeweils um 20 bis 30 USD pro Unze steigen lassen. Sie erwarten, dass QE3 einen ähnlichen Effekt haben wird, der natürlich auf Grund des höheren Preisniveaus prozentual niedriger ausfallen werde..

http://miningscout.de/Kolumnen/...D_nicht_mehr_fern/page_1/_76/__1077

 

Übernahmen treiben Ölaktien

In der Öl- und Gasbranche Kanadas rauchten vergangene Woche die Köpfe. Analysten rechneten ihre Excel-Listen durch, CEOs überlegten Abwehrstrategien – oder, wie sie ihr Unternehmen attraktiv herausputzen könnten. Was war geschehen? 

http://www.rohstoff-investingnews.de/oel/...nahmen-treiben-oelaktien/

 

 

Ein Blick auf die Wochenperformance der Top-Indizes vgl. mit GLD + SLV. COPX zeigt relative Stärke!

 

 

Folgend noch die 3-Monats- & 1-Jahres-Performance:

 

 

Anhaltende Underperformance der Rohstoffaktien:

 

 

Potash and Phosphate, Week in Review: A Challenge to Canpotex

Posted on October 19, 2012  by Alessandro Bruno 

During the trading week ending on October 19 the share prices for ProEdgeWire: Potash and Phosphate sponsors dropped, reflecting a decline in the share price for some of the major producers. Over the five trading days, the share price changed by -15.6% (between start of trading on October 15 and close of market on October 19). This week we also welcomed Allana Potash as our newest sponsor, one of the most promising new potash plays, focusing on a resource in Ethiopia as featured in an article published this week entitled “Allana Potash says it is on Target for Production to start in late 2014”. Allana (AAA.TO) started the week at CAD$ 0.56/share and ended at CAD$ 0.52 accounting for an 8.93% difference. The week’s highest mover was Potash Minerals (POK: AX) with a share price drop of 16.25%. The mineral fertilizer sector was especially concerned with issues of future demand and international agreements and the failure of farmers to renew orders in India. This outlook was then compounded by news of lower than expected sales by some of the North American potash giants such as PotashCorp (NYSE: POT) and Mosaic (NYSE: MOS), highlighting the increasingly global nature of this business both in sourcing and market reach..

http://proedgewire.com/potash-phosphate-intel/...allenge-to-canpotex/

 

 

Cash and a crack team: why Riverstone chose to merge with Blue Gold

Riverstone Resources and Blue Gold Mining announce a merger that would bring former Fronteer Gold guys aboard Riverstone's Karma project..

 

 

Update, inkl. bzgl. dem PEA-Start für Buriticá

October 22, 2012 06:30 ET

Continental Gold Provides an Exploration and Development Update for Its Buritica Project, Colombia

TORONTO, ONTARIO--(Marketwire - Oct. 22, 2012) - Continental Gold Limited (TSX:CNL)(OTCQX:CGOOF)("Continental" or the "Company") is pleased to provide a revised development plan, including the commencement of a Pre-Feasibility Study ("PFS"), and an exploration update for its 100%-owned Buriticá project located in Antioquia, Colombia..

http://www.marketwire.com/press-release/...lombia-tsx-cnl-1715926.htm

 

Chinese slowdown hits US miners and suppliers

Marc Howe | October 22, 2012 

Ailing economic growth in China is beginning to take a toll on miners and suppliers in the United States..

Dwindling exports to the Middle Kingdom across a swathe of US industries would appear to strongly substantiate reports that the Chinese economy has hit a rough patch..

http://www.mining.com/...slowdown-hits-us-miners-and-suppliers-24610/

 

Der weltgrößte Kupferproduzent Codelco aus Chile muss erhebliche Steigerungen in den Förderkosten für das abgelaufene Quartal ausweisen. Ein Warnzeichen für die gesamte Branche. Die Kupfergehalte in den Erzen fallen - lange nich der einzige Grund, der zu höheren Abbaukosten führt.. 

Cash costs at Codelco

 Your author's beady little eyes are drawn to this English language presentation by Codelco (the State run copper giant and world's biggest single copper producer company), a report on its first six months of operations and comparatives to previous years. Along with good news such as the cutting by 68% of accident rates at the company (1.5 man hours lost per million due to workplace accidents...not bad at all) and middling news such as the stagnation of production growth (in fact it's dropped everso slightly recently due to lower head grades), the one that really sticks out is this, its cash costs per pound of copper produced in the last five years..

Link: http://www.incakolanews.blogspot.de/2012/10/cash-costs-at-codelco.html

 

Gold und Goldaktien unter Druck

Der Goldpreis gibt im gestrigen New Yorker Handel nach einer schwachen Entwicklung im europäischen Handel von 1.710 auf 1.708 $/oz nach. Heute Morgen stabilisiert sich der Goldpreis im Handel in Sydney und Hongkong und notiert aktuell mit 1.710 $/oz um etwa 15 $/oz unter dem Vortagesniveau. Die Goldminenaktien fallen parallel zum Goldpreis deutlich zurück..

http://miningscout.de/Kolumnen/...tien_unter_Druck_/page_1/_76/__1092

 

Northair hat mit den anhaltenden Explorationserfolgen auf dem field nicht nur das Interesse von Major und Silberriese Couer geweckt. Gesern vermdelte der kleine Silberjunior weitere gute Ergebnisse:

International Northair Mines Ltd. schneidet bei dem La-Cigarra-Projekt 10,4 Meter mit 336,1 g/t Silber

24.10.2012 | 11:01 Uhr | Rohstoff-Welt.de

International Northair Mines Limited veröffentlichte gestern die Probenergebnisse von elf Kernbohrlöchern in der Las-Carolinas-Zone des La-Cigarra-Silberprojekts in Mexiko. Zu den besten neuen Abschnitten der Bohrungen gehören: 

• Bohrloch CC-12-067:
15,50 Meter mit 20,6 g/t Silber,
3,00 Meter mit 21,1 g/t Silber und
3,00 Meter mit 34,3 g/t Silber;

• Bohrloch CC-12-104:
66,80 Meter mit 80,2 g/t Silber
und darin 10,40 Meter mit 336,1 g/t Silber;

• Bohrloch CC-12-105:
25,00 Meter mit 48,1 g/t Silber
und darin 9,00 Meter mit 90,6 g/t Silber;

• Bohrloch CC-12-108:
31,50 Meter mit 25,6 g/t Silber
und darin 8,85 Meter mit 55,2 g/t Silber..

Quelle: http://www.rohstoff-welt.de/news/...C4-Meter-mit-336-2C1-g-2Ft-Silber

 

Da ist viel dran..:".. but the old "buy and hold" strategy no longer applies in this fluid market environment.."

Mining Stocks Now Provide Bargain Trade Opportunities: Florian Siegfried

TICKERS: AXR; AXU, ATC, EDV; EVR, KGN, OGC, R, SAS

Source: Zig Lambo of The Gold Report  (10/22/12)

Many precious metals mining stocks are now trading at bargain prices but the old "buy and hold" strategy no longer applies in this fluid market environment, says Florian Siegfried, CEO of Precious Capital AG. In this exclusive interview with The Gold Report, Siegfried says investors need to do their homework and pick their entry and exit points carefully as he names some undervalued opportunities he expects to provide above-average returns in the next market run-up..

http://www.theaureport.com/pub/na/14610

 

Dieser Bereich wird in der Zukunft immer wichtiger werden. Süßwasser gehört zu den knappen Gütern auf unserem Planeten. Wachsende Weltwirtschaft und Bevölkerungszuwächse bedeuten immer höheren Wasserverbrauch. Dazu kommt die fortschreitende Desertifikation.

Graphene Membranes Make Clean Water

Posted on October 23, 2012  by Graeme Irvine 

This work was funded by the King Fahd University of Petroleum and Minerals through the Center for Clean Water and Clean Energy at MIT and KFUPM, and was also supported by the ORNL ShaRE program.

In many parts of the world, access to an adequate supply of clean safe water is the biggest problem faced in everyday life. Aquifers provide part of the solution, although there are often issues with mineralisation or pollution. Desalinated sea water is another solution, albeit highly energy intensive, and it does require access to seawater. Among graphene’s  many exceptional qualities, is its honeycomb pattern  making it one of the most impermeable substances known, with great potential for using osmosis  in the remediation of water sources. Over the last couple of years , we have covered some of the big advances in using graphene for this purpose..

http://proedgewire.com/graphite-graphene-intel/...s-make-clean-water/

 

 

Deutsches Gold kann bei der Fed nicht gezählt werden, weil "es zum Teil ungeordnet ganz hinten an der Wand liegt"

Der Goldpreis gibt im gestrigen New Yorker Handel von 1.708 auf 1.702 $/oz nach. Heute Morgen zieht der Goldpreis im Handel in Sydney und Hongkong wieder an und notiert aktuell mit 1.713 $/oz um etwa 3 $/oz über dem Vortagesniveau. Die nordamerikanischen Goldminenaktien halten sich relativ stabil. Die australischen Werte fallen dagegen heute Morgen teilweise deutlich zurück..

http://miningscout.de/Kolumnen/...n_der_Wand_liegt_/page_1/_76/__1098