Rockwell Diamonds - spekulativ einsteigen ? -
Ein Diamanten Produzent der Gewinne schreibt. Liest euch hierzu auch den letzten Quartals-Bericht durch:
http://www.ariva.de/..._drei_bzw_neun_Monate_des_Jahres_2009_n2866355
Diese Aktie wird an der Börse in Toronto gehandelt und an den deutschen Börsenplätzen, insbesondere in Frankfurt, gehandelt.
Pala Invest hat vor einigen Monaten ein Übernahme-Angebot zu 0,36 CAD abgegeben, welcher damals etwa 80% über den aktuellen Kurs war was aber wohl zu wenig war und wie sie es gemacht haben dazu noch verboten, weil vor einem Treffen mit der Führung von Rockwell hat Paladin Energy einfach schon das Übernahme-Angebot an die Aktionäre per Post rausgeschickt hat, womit man klar gegen die Börsenauflagen verstoßen hat!
Am 17.06.2009 sind die nun überfälligen Gespräche angesetzt, wo alles geklärt werden soll:
"The Executive Directors areestablishing a purpose-specific web site where additional informationis made available to shareholders relating to the issues concerning theSpecial Meeting. This site will be updated regularly and kept currentleading up to the Special Meeting on June 17, 2009."
An der Börse in Toronto wird seit einigen Tagen fleißig gesammelt (anziehendes Handelsvolumen). Ein russischer Investor hat alleine im Mai 4,5 Millionen shares gekauft.
Unabhängig vom Übernahme-Zock erwirtschaftet das Unternehmen Gewinne, hat eine gute cash-Position (ca. 5 Mio. CAD) und möchte die Diamanten-Produktion ab 2010 verdoppeln.
sekko1982
http://www.wallstreet-online.de/diskussion/...steht-unmittelbar-bevor
sekko1982
also ich schau mal, wenn Ceramic morgen steigt ziehe ich 10k raus und investiere hier... allerdings nur, wenn ich noch für 4,5-5 Cent reinkomme.
Ich hoffe mal, dass die Jungs in Toronto das Teil heute Nacht nicht schon gewaltig nach oben ziehen...
Klappt das mit Ceramic nicht, dann geb ich vielleicht die Hälfte meiner AIGs ab um hier mit ca 10-15k einzusteigen...
Bin gespannt ob sich hier was tut... bleibst Du auf jeden Fall bis zum 27. hier investiert oder gehst Du raus, wenn Du 50-100% Plus machst hier (falls der Kurs überhaupt steigen sollte)
PS: haste nen RT Link für Rockwell in Toronto?
Na klar bleibe ich minimum bis 17.Juni investiert. Wenn im Idealfall ein attraktives Übernahme-Angebot kommt, dann versilbere ich meine shares. Ansonsten behalte ich die halt. Bei einem Kaufpreis von ca. 0,07 CAD überwiegen die Chancen die Risiken meiner Ansicht nach. Ich habe für morgen eine Kauforder mit jeweils 25k in Toronto und Frankfurt eingegeben. Nun heisst es abwarten...!
Einen Realtime-Link habe ich noch nicht, nur einen der 15 Minuten verzögert ist:
http://finance.yahoo.com/q/...mp;t=1d&l=on&z=m&q=l&c=
Aber sobald ich einen ausfindig gemacht habe, stelle ich den Link hier im Forum ein.
Ohh, ich sehe gerade, dass Rockwell Diamonda im wallstreet-online-Forum nun in den Top 10 der meistdiskutierten Aktien ist.
sekko1982
Alles klar, dann handelt Toronto also wie der Rest der USA?!
das ist gut, denn dann hat man ja die Chance den ganzen tag über noch günstig einzukaufen... wie war denn der SK für den EK in Frankfurt am Freitag?
Rockwell announced late last Friday that it would be unable to file the required documents before the required, citing an “apparent material breakdown” in the company's internal controls, which management believed was related in part to various changes over the last six months, including a change of the company's CFO, change of year-end and change of auditors.
“Executive management, together with the directors, is taking the ongoing issue of the internal control breakdown very seriously and is taking steps to correct the matter,” the executive directors of Rockwell said in a statement on Thursday.
CEO John Bristow, chairperson David Copeland and executive director Mark Bristow are engaged in a proxy battle with dissident shareholder Pala Investments, which wants to replace the board, scrap the company's shareholder rights plan and launch a rights offering in which it could increase its own stake beyond 20%.
Vancouver-based Rockwell mines high-value diamond from alluvial operations in South Africa.
Quelle:
http://www.miningweekly.com/article/...ng-delay---rockwell-2009-06-04
Constantine Karayannopoulos made his way to the tax-friendly enclave of Zug and entered the sleek, modern offices of Pala Investments AG, which manages investments for Vladimir Iorich. Through his indirect ownership of Pala Investments Holdings Ltd., Mr. Iorich had amassed a near 20-per-cent stake in Toronto-based Neo.
Neo's chief executive officer hoped to make the acquaintance of his company's largest shareholder, but Mr. Iorich, a former Russian steel magnate, declined to take the meeting and remained ensconced behind glass walls.
“I saw him as I walked by his office,” Mr. Karayannopoulos recalled. “He was in his office but I didn't have a chance to meet him … I don't know enough about the gentleman.”
Mr. Iorich's shyness stands in contrast to the vociferous actions of his $1-billion investment fund. As the commodity sector imploded over the past year, Pala has engaged in a series of bitter skirmishes with several TSX-listed and Canadian-based resource companies in which it has invested, including Neo.
Pala often turns activist, launching hostile takeover bids and heated proxy battles. It has publicly denounced management teams and demanded board seats. The 50-year-old Mr. Iorich, however, has remained silent throughout Pala's various battles. (The media-shy oligarch declined requests for an interview.)
Less than a year after Mr. Iorich turned down the meeting with Neo's CEO, Pala launched a partial takeover bid for the company, which produces rare earth metals used by the automotive and electronics industries. Pala offered to buy an additional 23 million Neo shares, which would have increased its holdings to more than 40 per cent, giving it de facto control. Neo successfully fought off the partial bid after investors approved a new shareholder rights plan and the Ontario Securities Commission upheld the defensive move foiling Pala's offer.
But Mr. Karayannopoulos expects Pala to make another try to increase its control over Neo. “I don't know what the end game is,” he said.
Critics and targets of its aggressive tactics complain that Pala is taking advantage of the market downturn and battered share values by zeroing-in on vulnerable companies to buy valuable assets on the cheap.
“There is no question they have very good legal advice and they are smart. They are very good vulture opportunists,” said David Copeland, Vancouver-based chairman of TSX-listed Rockwell Diamonds Inc., (RDI-T0.07----%) which is engaged in a proxy battle with Pala.
After gaining a near 20-per-cent stake in Rockwell, which operates alluvial diamond mines in South Africa, Pala launched a hostile takeover bid for the company last year, but abandoned the offer amid the market meltdown last fall. Mr. Copeland said that, in a conciliatory move, Pala was then offered a seat on the board and the right to select two independent directors.
Soon after, Pala launched the proxy fight and a slew of public attacks against Mr. Copeland and the company's management, accusing them of “flip flops” and of acting to the detriment of the shareholders' interests. Rockwell shareholders will vote later in June on Pala's proposal to oust three of the company's executive directors, including Mr. Copeland.
“I believe their overall game plan is to solidify and take control of the public company. Once you've done that, that gives you a lot of flexibility to entertain a number of scenarios,” Mr. Copeland said.
Pala representatives in Switzerland, including managing director Jan Castro, say the actions of Mr. Iorich's fund are designed to increase returns for all shareholders. “We're a long-term value investor. We look for opportunities where we can drive long-term value,” Mr. Castro said in an interview.
Mr. Castro is one of at least a dozen executives, several of whom are Canadian, working at Pala and advising Mr. Iorich's $1.7-billion worth of investment funds.
Like many Russian billionaires, Mr. Iorich, who also holds German citizenship and now lives in Switzerland, made his fortune amid the breakup of the Soviet Union in the 1990s. He was originally involved in the coal sector, but soon branched out into other metals with his business partner, Igor Zyuzin.
“Russia in the early '90s was entirely a barter economy. What they did was barter coal. They would arrange to barter coal and then off-take steel and they would sell the steel internationally,” Mr. Castro explained.
Mr. Iorich is perhaps best-known as the former head of Russian steel giant Mechel Group. One of its key assets is a steel mill in western Siberia purchased from Zug-based Glencore International AG. Mr. Iorich was named CEO in 2004 and the Russian company listed shares on the NYSE.
In 2006, Mr. Iorich announced plans to sell his stake in the company, about 42 per cent, to Mr. Zyuzin. Mr. Iorich is understood to have made about $1.4-billion on the deal.
He created Pala around that time. In addition to its contentious investments, it has also quietly invested in other resource-related Canadian firms such as Gemcom Software and Norcast Income Fund. Both companies were taken private.
Indeed, Pala has not proven an adversarial shareholder with all of its investments. The head of Colorado-based Anatolia Minerals Development Ltd., (ANO-T3.11-0.11-3.42%) a junior gold miner listed on the TSX that is developing a mine in Turkey, says Pala has been a supportive shareholder and that Mr. Castro has proven a strong board member.
“Pala's focus is all about shareholder value. They invested in Anatolia with the expectation they are going to make money,” Anatolia CEO Ed Dowling said in an interview.
Like officials at many other Pala holdings, however, Mr. Dowling has never met Mr. Iorich.
Quelle:
http://www.theglobeandmail.com/report-on-business/.../article1169471/
BC Supreme Court Grants Order In Response to Pala's Petition
--------------------------------------------------
June 5, 2009 Vancouver, BC - Rockwell Diamonds Inc. (TSX: RDI; JSE: RDI; OTCBB: RDIAF) today announced that the British Columbia Supreme Court has granted an order in response to the petition brought by Pala Investments Holdings Limited against Rockwell, John Bristow, Mark Bristow and David Copeland to have the proxy materials of John Bristow, Mark Bristow and David Copeland withdrawn and re-issued.
A copy of this order has been filed on SEDAR and is available for download at www.sedar.com.
For further details on Rockwell Diamonds Inc., please visit the company's website at www.rockwelldiamonds.com or contact Investor Services at (604) 684-6365 or within North America at 1-800-667-2114.
John Bristow
President and CEO
Chart-Analyse:
http://www.stockta.com/cgi-bin/...,4,0.07,11,0.07,8,0.08,6&trend=
sekko1982
Hier der Bericht für den 17.06...da steht klar geschrieben das man die Führung von RDI übernehmen will und das Pala jetzt schon fast 20% der Aktienteile hält !!!
http://executivedirectorsrockwell.com/i/rdi/2009-05-21_RDI_IC.pdf
sekko1982
Der Handel findet in Kanada immer Mo-Fr. von 15:30 - 22:00 Uhr statt.
sekko1982
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sekko1982
wenn selbiges heute Mittag in Kanada passiert ist der Kurs gerechtfertigt und könnte noch weiter steigem
sekko1982
aber bei dem Kurs steige ich nicht ein...
mal schauen, evtl fällt er später wieder, aber über 6 Cent ist mir das nicht wert und jetzt stehen wir schon bei 7/8 Cent
aber mal sehn was passsiert