Noventa... die Bombe!
31 March 2011
http://www.noventa.net/pdf/31032011-Conv-Pref-Issue.pdf
Economic Geology, Principles and Practice: Metals, Minerals, Coal and Hydrocarbons
— an Introduction to Formation and Sustainable Exploitation of Mineral Deposits
(published March 2011)
Sample Chapter:
Niobium and Tantalum (Update 18 February 2011)
http://www.walter-pohl.com/sample.html
5 April 2011
http://noventa.net/pdf/04052011-ICC-Update.pdf
Rohstoffe aus sauberen Quellen
Laufenburg 07.04.2011
http://www.suedkurier.de/region/hochrhein/...uellen;art372611,4818322
"Apple und Intel wollen auf den Einsatz von Konflikt-Materialien verzichten"
Artikel vom 06. April 2011 http://www.dailygreen.de/2011/04/06/...erialien-verzichten-18373.html
13. April 2011 · 8:39 am
http://bjoernjunker.wordpress.com/2011/04/13/...nd-verdoppeln/?like=1
H.C. Starck schließt Tantal-Liefervertrag mit der AMG Advanced Metallurgical Group München (ots) - H.C. Starck hat einen mehrjährigen Tantal-Liefervertrag unterzeichnet mit der CIF Mineração S.A., einer Tochtergesellschaft der AMG Advanced Metallurgical Group N.V.
Dieser Vertrag garantiert dem Unternehmen die Alleinabnehmerrechte für den größten Teil der Produktion von ethisch einwandfreien Tantal- und Niob-Konzentraten aus der MIBRA-Mine in Brasilien. Diese Mine ist weltweit eine der größten industriellen Tantal-Minen.
...
http://www.ad-hoc-news.de/...-h-c-starck-schliesst--/de/News/22056404
12th April 2011
TORONTO (miningweekly.com) – Noventa, the TSX- and Aim-listed company that owns a tantalum mine in Mozambique, could double production from the 600 000 lb/y rate planned at year-end earlier than 2013, chairperson Eric Kohn said on Tuesday.
“It’s all driven by market demand,” he noted, adding that there was currently a shortage of tantalum, used to make electronic capacitors in cell phones and laptops, and also in super alloys that go into jet turbines.
The company had previously said it could start production at the Morrua deposit in 2013, adding to the output from its existing Marropino openpit mine.
Speaking in an interview, Kohn said there was a shortage in the tantalum market as electronics companies avoided buying so-called conflict minerals, which excludes supplies out of the Democratic Republic of Congo and neighbouring countries.
The US Dodd Frank Act, which came into force on April 1, and has a clause requiring companies to conduct due diligence to ensure their supplies are conflict free, also had an impact.
The shortage could be as high as two- to three-million pounds of the metal, compared to a demand forecast of seven-million pounds yearly in 2012.
“We could sell everything we could get at the moment,” Kohn said. He added that the company could double production to around 1,3-million pounds yearly through the addition of Morrua.
UK-based analysts at Canaccord Genuity, Jeremy Dibb and Damien Hackett, predicted in an April 8 research note that the supply deficit would last for the first half of this year, before the market moved into balance over the remaining six months of 2011.
The world’s biggest tantalum mine, which Global Advanced Metals (GAM) owns in Australia, restarted producing earlier this year, after having been put on care and maintenance in 2008.
The operation should start delivering product to customers mid-year, at a rate of 700 000 lb/y.
GAM CEO Bryan Ellis said in March that the “interest shown in the re-opening of our mining operations reflects the rapidly reducing global stockpiles of tantalum”.
Kohn started at Noventa in 2009 in a bid to turn around the loss-making company.
The Marropino mine is now producing at a rate of around 200 000 lb/y but this will reach slightly more than 600 000 lb/y when a new plant is commissioned in the fourth quarter.
To bring Morrua’s production forward, the company would need to increase resources at Marropino to lengthen the pit’s life, Dibb and Hackett wrote.
At the current rate, the company is producing at around break-even levels.
Noventa has contracts to sell 470 000 lb/y of tantalum to two smelters in the US and Thailand, at a price lower than spot levels, Kohn said, adding the pricing was confidential.
Spot prices leapt from $32/lb in July 2009 to $120/lb currently.
The supply contracts last until 2013, when Noventa will consider either extending them or building its own refinery in Mozambique.
Canaccord’s Dibb and Hackett gave Noventa a £3,62 price target, while the share closed in London at £2,30 on Tuesday.
Edited by: Liezel Hill
http://www.miningweekly.com/article/...-production-to-13mt-2011-04-12
...geht es hier nur noch bergab!!
Kein Wunder, denn viele Anleger werden aufgrund der Meldung von "MetalBulletin" aus Juli 2010, Noventa hätte einen Tantal-Liefervertrag mit eben dieser Firma unterschrieben, hier eingestiegen sein.
Eine schöne Verarsche ist das!!
H.C. Starck secures tantalum and niobium supply from one of the world’s largest tantalum mines 13th Apr, 2011
http://www.cnxmarketlink.com/en/releases/archive/...011/15/c4229.html
by Philip Burgert Published 4/12/2011
http://www.resourceinvestor.com/News/2011/4/Pages/...Brazil-Mine.aspx
Auszug:
" Executives from H.C Starck said in a statement Friday that they had signed an agreement with AMG to purchase “the vast majority” of tantalum and niobium concentrates from the Brazilian mine for the next two years. The company said it had also entered a number of other supply agreements with other established mines in the past few months."
...
Hoffen wir, dass Noventa dazugehört...
# of Holders: 10
Total Shares Held: 6,543,089
3 Mo. Net Change: -218,605
# New Positions: 0
# Closed Positions: 1
# Increased Positions: 0
# Reduced Positions: 2
# Net Buyers: -2
http://www.reuters.com/finance/stocks/...;rpc=66http://www.google.de/
http://www.cnxmarketlink.com/en/releases/archive/...011/21/c5999.html
http://watch.bnn.ca/commodities/april-2011/...ril-14-2011/#clip450284
SEC Delays Federal Rules and California Senate Passes New Bill
Posted on April 13, 2011 by Sarah A. Altschuller http://www.csrandthelaw.com/2011/04/articles/...nate-passes-new-bill/
EU drags its heels over conflict minerals
ANDREW WILLIS 15.04.2011 @ 09:23 CET http://euobserver.com/9/32180
# of Holders: 12
Total Shares Held: 9,853,334
3 Mo. Net Change: -218,605
# New Positions: 0
# Closed Positions: 1
# Increased Positions: 0
# Reduced Positions: 2
# Net Buyers: -2
http://www.reuters.com/finance/stocks/...;rpc=66http://www.google.de/
Richmond Capital LLP 1.98m 7.71% as of 09 Feb 2011
Kaizen Capital LLC 1.33m 5.19% as of 09 Feb 2011
FIL Investments Internationa 900.00k 3.51% as of 20 Jan 2010
BlackRock Inv.Mangmt (UK) Ltd 612.00k 2.38% as of 20 Jan 2010
Majedie Asset Management Ltd 374.19k 1.46% as of 31 Jan 2011
ges.: 20.25%
http://markets.ft.com/tearsheets/businessProfile.asp?s=NVTA:LSE
http://noventa.net/pdf/presentations/042011-Noventa-presentation.pdf
April 27, 2011
http://online.wsj.com/article/...76236132463855532.html#ixzz1Kpw6TyI3
Der Dodd-Frank-Act und seine Auswirkungen auf den Tantalmarkt
Dieter Huy, Maren Liedtke, Frank Melcher & Torsten Graupner
Hannover, den 19.05.2011
http://www.dgg.de/cms/upload/pdf2011/...ungen_auf_den_Tantalmarkt.pdf