Trading Bougainville Copper (ADRs) 867948
@ Tom0001
ähnliche Teufel haben mich auch schon geritten......also was tun? Gibts da kluge Meinungen??
fragt
mannimdunkeln
@mannimdunkel
Aktien (oder gar Hebelprodukte) auf Pump - Nein das kommt überhaupt nicht in Frage.
Selbst Blue Chips finanziere ich nur mit Spielgeld - o.k. Spielgeld erster Klasse. Und Risikopapiere, und da zähle ich trotz aller Begeisterung für dieses Investment auch BOC dazu, sind nur was für Spielgeld dritter Klasse!!!!!
Oder geht Ihr auch ins Kasino mit gepumpten Euronen?
Und habt Ihr den Colt geladen im Halfter, für den Fall dass etwas schief geht?
Hoffentlich liegt auch der Organspenderausweis gleich dabei.
So, genug schwarzer Humor, ihr kennt jetzt meine Meinung zu diesem Thema.
Bin aber auch gespannt, wie andere das sehen.
Good Luck
diver
wenn es denn echte Kredite sind,
wer anderweitiges Vermögen zu einem kleinen Teil zwecks kurzfristiger Liquidität beleiht, nun ja,
aber echt in Schulden gehen, never,
und dabei interessiert auch nicht - später einmal - ach hätte ich doch,
hätte ich Ende der 80´er die ersten Bougies auf Kredit gekauft ...
Dann bliebe ja nur noch die Frage, wie groß die Wahrscheinlichkeit / Sicherheit ist, dass wir in "unserer Auster" eine Perle finden .......
ich habe da ein paar Modelle durchgerechnet, aber nichts schlüssiges gefunden,
bringt mich nun aber auch nicht viel weiter,
die Frage war ja nicht, ob es eine KE geben wird oder nicht,
sondern falls, wie diese überhaupt aussehen könnte,
Gruß
BOC wurde nicht erst vor ein paar Jahren in Can von einigen windigen Tricksern gegründet.
BOC hat nicht die Lizenzen von einigen aufgegebenen Minen in Absurdistan übernommen.
BOC hat keine Millionen Optionen an das Management vergeben.
BOC hat keine deutschsprachige Webseite die jeden Furz als Adhoc in realtime kommuniziert.
BOC hat seinen Firmensitz nicht im Briefkasten eines Büroservice u. hat ihn auch nicht nach Delaware verlegt.
BOC hat keine "Ecki's" welche schon etliche Investoren mit (Fast)Totalverlust sitzen gelassen haben ins Management berufen.
BOC finanziert das laufende Geschäft nicht durch die Ausgabe immer neuer Aktien.
BOC braucht nicht erst zu versuchen abbaubare Reserven zu finden,BOC hat sie.
BOC macht keine Hochrechnungen was im günstigsten Fall zu fördern wäre wenn,wenn,wenn,.....BOC hat seine Profitabilität längst bewiesen.
BOC braucht nicht die letzten $$$ zusammenzukratzen um eine Exploration zu finanzieren sondern hat eine sehr gut gefüllte Datenbank die Bougainville komplett abdeckt.
BOC ist dabei nicht auf dubiose "Experten" angewiesen welche dazu einige "Samples" vom Boden aufgeklaubt haben,sondern hat die Daten binnen 6 Jahren (85-91) vom Geologischen Institut in Hannover sammeln lassen.
Die Aufsichtsratsmitglieder von BOC welche durch Rotation aus dem AR ausscheiden heuern danach nicht bei anderen dubiosen Klitschen an,sondern werden Botschafter in Corea (AUA) oder Vorsteher des neuen MRA.(Robin Moina)
Es gibt also gute Gründe,sowohl was BOC hat,als auch was BOC nicht hat welche mich veranlasst haben genau in diese Company zu investieren.;-)
Positionen die ins + laufen werden bei mir i.d.R.per Kreditlinie in Höhe der Kursgewinne erweitert.Damit bin ich bei Roth,SBM,PEH,PET,PT Bumi etc. bis jetzt auch ausnehmend gut gefahren.Das ist meine pers.Strategie die ich jedoch keinem empfehlen möchte.;-)))))))))))))))))))))))))))))))))))))))))))
Der BOC Gewinn 06 ist in der Bilanz übrigens nicht in Kina sondern in Toae angegeben,das macht einen kleinen Unterschied ;-)))
Hier im Text
Australian experts have suggested that only one out of 300 exploration projects will end up becoming a successful mining operation which suggests one might have better odds in a casino.
Nur 1 von 300 Explorern erreicht die Profitabilität was bedeutet dass die Chancen im Kasino bedeutend besser sind.
Da sollte man doch mal sein Depot nach Explorern durchstöbern u. sich die Frage stellen ob man wirklich sicher ist diese EINE drin zu haben.;-)))))))
I recall one labour economist noting that 10% of jobs were lost in Port Moresby when the Bougainville Copper mine shut down in the late 1980s
Durch die Schliessung der Panguna Mine ende der 80er wurden 10% aller Jobs in POM vernichtet.Daran lässt sich wohl der Impakt von BOC auf die PNG Wirtschaft am besten verdeutlichen.
Mining – firing from all cylinders
The two-day mining seminar that just ended has been the most successful ever held in this country.
These annual seminars organised by the PNG Chamber of Mines & Petroleum are basically technical updates of various projects, particularly from an exploration aspect.
Most of the people attending were highly qualified geologists and geophysicists in senior positions in their companies who were interested in an update on exploration.
In a sense, this is part of the industry effort to provide a high level of transparency on mining sector activities.
The major companies such as Ok Tedi, Lihir and Porgera tend to provide more of a corporate overview of activities and this is also important because these are world-scale entities.
Many readers of The National, which provides the best news coverage of this sector, would be aware that exploration and mining currently provide the brightest spot in the economy.
A mood of enthusiasm certainly pervaded the Chamber’s seminar, attended by record numbers of more than 300 people.
Among them were very highly regarded and well experienced exploration people representing companies such as Rio Tinto, which remains very knowledgeable about PNG geology through a long history of involvement, and others such as American giants Newmont and Freeport.
Newmont operates one of the world’s great copper mines at Batu Hijau on the island of Sumbawa in Indonesia while Freeport operates the huge copper-gold mine in West Papua.
Various factors have contributed to the success. Among them the very high prices that commodities such as copper, nickel and gold currently enjoy; Papua New Guinea’s excellent geological prospectivity and a good financial and investment climate.
Throughout much of the 1990s PNG was out of favour with global exploration companies because of bad policies and a poor fiscal regime that did not take into account the high risks involved in exploration.
Australian experts have suggested that only one out of 300 exploration projects will end up becoming a successful mining operation which suggests one might have better odds in a casino.
I visited one such casino in Adelaide a few weeks ago and was greeted by a poster at the reception which, in a friendly fashion, warned customers that casinos were places where people lost money!
So when explorers throw millions of dollars into painstaking and detailed work in various countries and environments, they are generally hoping to find so-called “elephants” like Porgera, Ok Tedi and Lihir or some juicer smaller mines with very low operating costs and high profit margins.
But the development challenges can be quite onerous. Despite the huge profits (and taxes) flowing from Ok Tedi into the PNG economy these days, former owner BHP Billiton was forced to write off billions of dollars in its early years due to its poor performance.
And of course this mine is going to leave a lasting legacy for many generations of great environmental damage, possibly a subject for another day.
Lihir too has had its tough early years while Porgera, which started with a bang as a million ounce producer, has been going through some trying times lately.
The more recently opened Kainantu gold mine, which is in the process of being sold off to Barrick, has lost a small fortune for owner-developer Highlands Pacific although it was earmarked as a big profit spinner.
But, getting back to the explorers who met here in Port Moresby; they are a rare and tough breed who love working in challenging environments and who enjoy “the thrill of the chase”.
This was how every one of PNG’s big mines was discovered. Their academic discipline, and mental make-up, cuts across various boundaries and explorationists don’t just go about bashing rocks with their special hammers.
Besides a scientific understanding of minerals and their modes of formation, they have to consider climatic factors, river patterns and understand and recreate ancient environments that existed hundreds of millions of years ago.
But because of dedicated work of people like Prof Hugh Davies and many of his predecessors at the School of Geology at the University of Papua New Guinea, this country boasts its share of well qualified geoscientists.
The Australian government may not like the idea of allowing Papua New Guineans to undertake seasonal work there, but Australian companies have been raiding PNG’s mining companies for highly talented workers, even poaching tradesmen these days.
They can be found working at many mines around Australia and, indeed, some have important roles in other overseas countries.
During the years when mining and exploration activity was dwindling, only the more fortunate ones found jobs overseas, but many can now choose to work with local companies.
For the first time the newly formed Mineral Resources Authority had a high profile at the seminar and, that too, provides another reason for confidence about the future.
MRA has become the key authority managing the granting of leases and the monitoring exploration activities. It is setting up a world-class framework to encourage such activities, including the hiring and training of local geoscientists.
Speaking at the seminar, MRA’s managing director Kepas Wali was able to assure many doubting Papua New Guineans that exploration and mining will remain a vibrant sector and not face a sudden death in the middle of the next decade, as many have predicted.
Current projections are that copper production will be at least double what Ok Tedi is producing by 2015, two years after Ok Tedi’s proposed shutdown, and gold production would increase by an even bigger margin.
The new projects will generate direct and indirect jobs even though many people tend to denigrate mining as a largely enclave activity that has little impact on the broader economy.
I recall one labour economist noting that 10% of jobs were lost in Port Moresby when the Bougainville Copper mine shut down in the late 1980s.
What is happening in our mining sector is a valuable template for our policymakers and bureaucrats. There are lessons to be learned here about how the country may be able to provide a better investment climate for other sectors, including agriculture, industry and tourism.
Letzte laut Reuters kursrelevante News
SYDNEY (Dow Jones)--Papua New Guinea's government expects to agree terms with Bougainville authorities next year to lift a moratorium on mining in the battle-scarred island and resume operations the following year.
"Give us two years and mining will restart in the Panguna mine," PNG mining minister Sam Akoitai told Dow Jones Newswires Tuesday.
Anglo Australian miner Rio Tinto Plc. (RTP) shut the massive Panguna copper and gold mine in May 1989 after repeated attacks on infrastructure and workers by secessionist rebels.
Speaking on the sidelines of a PNG mining conference in Sydney, Akoitai said both the Bougainville autonomous government and foreign investors are keen to resume activities in the minerals-rich South Pacific island once fiscal arrangements are agreed.
"Bougainville is a place where every man and woman will swim across to," he said, when asked about the current level of investor interest.
"I've been approached by many many companies who are interested in doing exploration in Bougainville and also companies interested in talking about Panguna," he said.
"But my approach would be I'd rather work with the devil I know than getting somebody new to come in and start again," he said, referring to Rio Tinto subsidiary Bougainville Copper Ltd. (BOC.AU)
"I've had the opportunity to work with Bougainville Copper for nine years and think they're doing a very good job."
Besides holding the position of PNG national mining minister, Akoitai is also the parliamentary member for Central Bougainville.
hätte nicht gedacht, dass meine Bemerkungen bzgl. Aktien auf Pump Dich zu so umfangreicher Stellungnahme anregen.
Zu Deinen Anmerkungen bzgl. BOC ist nichts hinzuzufügen. Wenn das nicht so wäre, hätte ich auch nicht einen überproportionalen Anteil meines Depots in diesen Wert gesteckt.
Trotzdem erachte ich diese Investition als risikoreicher als so manches DAX oder DJ-Papier - natürlich auch mit den entsprechenden Chancen.
Es ist aber nun mal so, dass man Firmenaktivitäten, welche etwas weniger weit entfernt von zu Hause stattfinden, leichter verfolgen kann, als solche in down under. Und ohne Dich und BOCandorra wäre es noch mühsamer.
Und die Zurückhaltung bei der Kapitalbeschaffung für Investitionen im sogenannten Risikobereich hängt vielleicht auch mit meiner konservativen Erziehung zusammen.
Gegen Deine Methode, mit einer durch Gewinne abgedeckten Kreditlinie weitere Investitionen zu finanzieren ist sinnvoll, aber nicht jedermann zu empfehlen, da dazu auch eine gehörige Portion Disziplin gehört. Du hast sicher auch schon einiges über den Einstieg in die Schuldenfalle gehört.
Denn selbst wenn das Investment noch so sicher erscheint, wann die Erträge wirklich fließen werden, wissen wir alle nicht. Und bis dahin können die Zinsen unseren Investor schon ins (finanziell) Grab gebracht haben.
Ich hoffe, dass jetzt beide Parteien mein sarkastisches Posting richtig interpretieren können ;-)
Good luck
diver
Interessant in dem Zusammenhang ist dass Akoitai ein Landeigner der Pangunamine ist,
9 Jahre bei BOC beschäftigt war,u.Ex-MP von Mittel-B'ville ist.Alles in allem wäre er die ideale Besetzung für den Posten der "scrapmetal" Koordination.
Der Text wurde aber auch bei Erscheinen in wo gepostet.Dort findest du dann wohl auch den Link.
http://www.wallstreet-online.de./dyn/community/...0.0&thread_page=803
http://www.minesandcommunities.org/Action/press1298.htm
Mining to restart on Bougainville?
By James Attwood
DOW JONES NEWSWIRES
6th December 2006
SYDNEY (Dow Jones)--Papua New Guinea's government expects to agree terms with Bougainville authorities next year to lift a moratorium on mining in the battle-scarred island and resume operations the following year.
"Give us two years and mining will restart in the Panguna mine," PNG mining minister Sam Akoitai told Dow Jones Newswires Tuesday.
Anglo Australian miner Rio Tinto Plc. (RTP) shut the massive Panguna copper and gold mine in May 1989 after repeated attacks on infrastructure and workers by secessionist rebels.
Speaking on the sidelines of a PNG mining conference in Sydney, Akoitai said both the Bougainville autonomous government and foreign investors are keen to resume activities in the minerals-rich South Pacific island once fiscal arrangements are agreed.
"Bougainville is a place where every man and woman will swim across to," he said, when asked about the current level of investor interest.
"I've been approached by many many companies who are interested in doing exploration in Bougainville and also companies interested in talking about Panguna," he said.
"But my approach would be I'd rather work with the devil I know than getting somebody new to come in and start again," he said, referring to Rio Tinto subsidiary Bougainville Copper Ltd. (BOC.AU)
"I've had the opportunity to work with Bougainville Copper for nine years and think they're doing a very good job."
Besides holding the position of PNG national mining minister, Akoitai is also the parliamentary member for Central Bougainville.
Panguna produced about 180,000 tons of copper a year to rank as the world's third-largest copper mine. It remains closed despite a 1998 cease-fire and the formation of an autonomous island government.
Any decision on resuming mining at the dismantled operation is estimated to cost around US$1 billion.
Before any decision can be taken, however, stakeholders must complete a review of new fiscal and operating terms for exploration and mining on the island, Akoitai said.
The long-delayed review process is expected to begin in the first quarter of next year and take "months" to complete, he said, adding the benefits for Bougainville would have to be significantly better than current terms.
"It's an issue close to me. I'm from Bougainville and I also represent the electorate where the mine is. I would want the review process to be concluded quickly so we can decide the future of mining in Bougainville."
"The whole reason the government in Bougainville asked for this review process to began is so we can sort out the outstanding issues and then perhaps start mining from a clean sheet."
Benefits for the local community would have to be in line with new benchmarks of modern mines, he said, without elaborating.
Akoitai said Australia's Ord River Resources Ltd. (ORD.AU) and Gallipoli Mining Pty Ltd are among companies to make recent approaches to authorities on the possibility of exploring in Bougainville.
-By James Attwood, Dow Jones Newswires; 612-8235-2957;
Musingkus Fijis im Knast in Buka (mit Fotos) ;-)))))))
könntest du nicht unseren Kumpel Rentnerdasein wieder zulassen...
nur für einen "Gastkommentar".
Er könnte, bei gefallen, dann immer die Pausen zwischen den News füllen.
Analog dem Sommertheater in Bonn.
Viele Grüße,
nrj