World Stocks

londonz

excellent interview of JLP http://www.summit.co.za/current-show/face2face/20121218.html#2 - merger will enable to start production within 3 mths!! - the mine is "surface mine" which means easy and cheap to mine and produce (not like normal underground mine) - debt of PLA will be ring-fence...

londonz

copied from iii /// JLP already has several institutional investors base/fund managers, which are great. as they will usually increase their holding as soon as progress can be made by JLP. so i suspect now they are just watching. attached is the current holdings. or you can check out JLP website. as...

londonz

"platinum miners the most attractive prospects for investors this year" http://www.bdlive.co.za/business/financial/2013/01/30/recm-punts-platinum-stocks-for-this-year RE:CM punts platinum stocks for this year by Staff Writer, January 30 2013, 09:32 | 0 Comment(s) THE value-based asset mana...

londonz

JLP is aiming to be the 5th largest platinum producer in the world. this is link for the top 4: http://uk.mobile.reuters.com/article/idUKL627679220080806?irpc=932 1. ANGLO PLATINUM 2. IMPALA PLATINUM 3. LONMIN 4. NORILSK NICKEL each one above has market cap worth billions. so you can see the potenti...

londonz

check RNS today. financing confirmed (to be ring-fenced againts the project) so thats in an excellent news.

londonz

broker target 87p (current sp 12p) but this broker note is outdated. so potentially will be revised much higher. http://www.jubileeplatinum.com/investors-and-media/broker-notes/2012/download/shorecap_jubilee_taking_golden_opportunities_in_olympic_year.pdf aiming to be the top 5 largest platinum prod...

londonz

thanks hoopoe1

wish more could be postings rather than me... i just highlighting several companies which in my opinion are very undervalued and have huge potential very soon.. BZM is definitely one of them

londonz

just posted today..

BZM now making progress with their PR efforts... at last !!

http://www.bellzone.com/images/download ... iefing.pdf

londonz

broker target 100p to 300p (current sp 16p). have 6.5 billion JORC iron ore. edison comment was "Cheapest resources and about to produce" and this was when market cap of BZM of GBP 292m (current mc GBP 120m) and before Kalia resource upgrade late last year SOCIETIE GENERALE http://www.bell...

londonz

from advfn: posted by DT--- Courtesy of fingers

[attachment=2]BZM3.gif[/attachment]

londonz

interesting calculation/analysis in iii: http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3ABZM.L&it=le&action=detail&id=10342636 below is my raw analysis of BZM, so if any errors please let me know. and feel free to add more info. ------------------------------ I...

londonz

no idea whether chinese will buy and takeover BZM but they seem to be increasing their stake and now own around 25% of BZM

posted in iii:
-------------

http://www.ge.tt/1Wx2z1W/v/0?c

around 70% held by institutions. so, not much around for people to buy. will move fast with good news imho

londonz

copied from LSE: ---------------- As of 01 Jan 2011 they had 537,124,485 shares in issue (SP was 90p) On the 8 March 2011, Shares issued on exercise of warrants at 50 pence per share (3,200,000) On the 14 March 2011, Shares issued to CIF at 80 pence per share (79,000,000) 21 March 2011, they had a S...

londonz

resource update will come anytime now

--------------------------------
..... Company expects to be in a position to release the statement to the market by mid-January, 2013....

check last RNS

londonz

regarding cool, the deal could be finalised anytime but doesnt have to be in Jan. recent RNS saying it will be finalised within this quarter.

so, could well be feb/march we are looking at since there is always delay in dealing with OKAP

londonz

IPSA is valued below its assets at the moment due to its tight cash. However, should the sale of the remaining turbines is finalised this month, it will be the trigger for rerating, which will make it debt free company, and will have surplus of cash after the working capital requirement. Also, since...

londonz

copied from iii bb the term is "any and all" tender offer http://ca.finance.yahoo.com/news/bailey-announces-tender-offer-outstanding-shares-nautilus-minerals-165700110.html which means, the aim is for MB to take as much control as possible from shareholders so that he can increase his voti...

londonz

this is the buyer of the turbine

http://www.iris.com.my/

londonz

expected to finalise sale of turbine with large malaysian company for 31m ON 15th Jan.

current mc 4m

refer to RNS.
feel free to comment as i myself new in IPSA

londonz

apparently broker target sp around 82p:

http://www.ge.tt/42WIcsU?c

londonz

takeover offer at 61p
counter offer of higher price is possible.
leaked in the news - NUS is waiting formal document and RNS will follow suit.

http://financialpress.com/2013/01/09/fo ... eover-bid/

londonz

http://www.iii.co.uk/articles/68442/continental-coal-doubles-has-further-go Potential offer? Firstly, the RNS confirmed that Continental Coal had received offers for its South African business and for the "acquisition and/or joint venture of specific operating and development projects". It...

londonz

RNS confirmed of offers received. refer to excellent analysis in iii: http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3ACOOL.L&it=le&action=detail&id=10313219 RNS - confirmed RNS out in ASX ("speeding ticket") which confirmed several offers received - n...

londonz

posted in iii: http://www.iii.co.uk/investment/detail/?display=discussion&code=cotn%3ACOOL.L&it=le&action=detail&id=10311555 Minimum 15p for at least two reasons: 1- JORC is conservatively valued at 15p at the low coal pricing, but of course when coal price is up, the valuation will ...

londonz

unloved by many due to connection with PL/Okap

but fundamental is very strong and expecting news on asset sale a couple of times current mc.

Indian is looking to buy.

massive volume today, could be on the breakout tomorrow

londonz

broker target price of 29p
http://www.conticoal.com/_content/documents/566.pdf

londonz

just saw this in BB. anyone aware of this offers? Continental has now formalised a due diligence and bidding process with its advisors in South Africa, and has received very encouraging indicative non-binding bids including offers ""several times Continental’s current market cap""...

londonz

Finally, Beowulf Mining put on 0.375 to 13.875p on speculation that the group would soon announce a resources upgrade at its Kallak iron ore project in Sweden.

http://www.telegraph.co.uk/finance/mark ... rally.html

londonz

posted in iii:

just saw this in youtube which is not so long ago, was in swedish TV i believe.
its saying BEM kalak worth £4.7billion (see 0.45second) ? it shows the excellent prospect BEM has.

http://www.youtube.com/watch?v=lNPyIfvq-1Q

londonz

seems that apart from tatasteel, chinese will also be start looking at iron ore in europe... ------------- Senior Chinese official urges companies to pursue cheap acquisitions in the Eurozone Marc Howe | December 31, 2012 From Mining.com A leading Chinese official has encouraged the country's cash-r...

londonz

TataSteel Europe hunting iron ore i like this comment: "Tata Steel’s total global capacity is about 30 million tonnes, with its European unit Corus contributing tow-thirds of the capacity. India currently accounts for about 7 million tonnes." "Muthuraman said the company continues to ...

londonz

tatasteel for BEM i know many have been talking about iron ore in chinese market, but after more research, it will be more likely that tata steel will be buying BEM iron ore to feed Tata Steel's massive plants in Europe. plus, tatasteel offtake agreement with Northland was at premium of USD7 per ton...

londonz

interesting links on valuation of BEM

http://mybem.co.uk/faq.php
http://ravarumarknaden.se/the-value-of- ... ican-iron/

londonz

copied from iii: Northland £300m mc vs BEM £23m mc BEM should be compared to Northland due to both are in iron ore in sweden. with excellent infrastructure in Sweden etc etc and particularly direct market to european (in addition to china/india), iron ore i believe is selling at a premium in europe....

londonz

BEM rises to 11p yesterday. good start for next week rerating and play catch up with BAO.

BEM only has mc of 23m while BAO already almost 60m.

back in Q1 2011, BEM was about 75p when BAO was about 50p

londonz

it seems that resource upgrade is due anytime now. this will rerate similar to the one in BAO. excellent buy sub 20p based on this RNS by BEM largest investor= http://www.investegate.co.uk/Article.aspx?id=20121026070056H2549 "Further drilling this year for Kallak North was delayed by extreme we...

londonz

shipment in the press. http://www.guineedirect.info/index.php?option=com_content&view=article&id=5059:exclusif-bellzone-china-international-fund-exporte-le-premier-bateau-de-fer-guineen-sur-le-marche-&catid=293olitique CONAKRY, 26 December 2012-, according to an official source, the firs...

londonz

Amur expects mining licence progress Amur Minerals Corporation (AMC) has welcomed the news that the responsibility for determining the value of concentrates from its Kun-Manie project in Russia will be passed from the Ministry of Economic Development to the Ministry of Natural Resources. There have ...

londonz

per RNS today, the process will be speed up, potentially in Q1 licence will be granted. also expecting huge resource upgrade PFS in Q1. will most likely get other updates in Jan valuation of edison before resources upgrade = 71p with more resources added, nickel price climbing and mining licence app...

londonz

and from iii --------------- well, per edison report last year, when BZM at 40p, it was apparently cheapest entry and second cheapest of its West African peers. not sure what to say when BZM now only 14p and we have made much more progress!! http://www.edisoninvestmentresearch.co.uk/?ACT=18&ID=5...

londonz

RNS out - another resource upgrade. the main RNS expecting will be this month as confirmed in today RNS re first shipment!! http://www.iii.co.uk/investment/detail/?display=news&code=cotn:BZM.L&action=article&articleid=8821083 rerating overdue :) Glenn Baldwin concluded that "this ga...

londonz

true, and this is another similar one:

BZM
http://www.worldstocks.co.uk/forum/view ... f=2&t=1822

seems like maybe rerating will start with BZM as RNS on first shipment apparently due

londonz

this is another mining, about to make the move. was the bottom yesterday and slowly moving up. expecting RNS of shipment soon with China International Fund Limited ('CIF') holding large stake in this recently bought more at 17p. could be multibag from here as Jan 12 was 30p and previously around 95p...

londonz

with many oil companies having so much risk in terms of whether they found oil/gas or not, mining shares looks even more interesting, especially where slowly one by one mining shares have experienced rerating recently. BEM is one of them where prior to greece debt issue, BEM were at high 75p and now...

londonz

it was Richmond selling - excellent recovery medium term but if you are looking for short term, maybe not. - anyway what do i know...

londonz

need to add, copied from advfn: NVTA: 25% interest was announced back in Aug, so not new info. nevertheless, the production will generate profit of around 24m (pure profit) per year, enough to pay of not only interest but after two years can pay off the whole loan. also, since tantalum price is incr...

londonz

i posted several msg on NVTA but it seems that i am alone. nobody else has NVTA in their watchlist?

read here:
http://www.worldstocks.co.uk/forum/view ... =19&t=1475

londonz

excellent post in advfn: nash81 18 Sep'12 - 20:56 - 225931 of 225932 there are two important milestone that we need to be aware of: - export agreement - new oil and gas law i believe what we have today/yesterday was due to the new agreement between central iraq and kurdistan regarding the export agr...

londonz

Turkey, Iraq discuss crucial oil deal http://www.balkans.com/open-news.php?uniquenumber=156959 Hurriyet Daily News - 18.09.2012 Iraqi energy officials are meeting with their Turkish counterparts, only days after a milestone fuel accord between Baghdad and the autonomous Kurdistan Regional Government...

londonz

today: LSE:AGQ - Arian - Close Mid-Price, 21.25p -3.95%. High: 22.25p. Low: 20.88p. AGQ's current rate of recovery would only start to slow IF the price closes below 19.5p. Should the next spike allow price to close above our trigger at 24.75p, upper targets at 30p and 40p should come quicker. Even ...

Search found 160 matches