was so auf stockhouse bis jetzt diskutiert wird (v.a. von jenem die auf der HV mit dabei waren, s.u. einen auszug aus verschiedenen beiträgen von yasch 22) ist: a) grosses gemotze weil beryllium jorc nicht präsentiert wurde. (14mrd CDN Wert wir behauptet) b)a ndererseits wurden scheinbar auf der HV charts präsentiert (den eingestellten link hierzu kann ich nicht öffnen) , die eine super kalessay - (also beryllium anreicherung ) offenbarten. wenn es so stimmt wie gepostet , drehte sich eigentlich sehr sehr viel um die beryllium geschichte : zb. wie unten zu lesen , - soll nun wohl kalessay mit kutessay2 gemeinsam entwickelt werden. parallele förderung sozusagen. -soll die beryllium menge und qualität vergleichbar sein mit den top vorkommen andernorts - ist der neue mann kosynkin (der nebenbei auch silmet eingerichtet hat ) u.a. auch in kasachstan beruflich unterwegs gewesen... und in kasachstan geht gerade die grösste beryllium mine ihrem ende zu, die dortigen bosse haben sich scheinbar schon bei stans gemeldet (meinte mackay). c) FAZIT : ziemlich viel gedöns um dieses beryllium. ohne jorc. oder gibt es die jorc doch schon? wenn ich ceo , wäre würde ich zuerst mal die Finanzierungsrunde abschliessen (s.u.) , da verhandelt es sich doch wesentlich besser, wenn man schon ein paar natürlich ganz ganz vorläufige Jorc ergebnisse in der tasche hat und der akienkurs auf jahrestief ist. meine einschätzung ist: die jorc ist schon da (sei es als vorläufiger endbericht oder so was), die jorc widr hammerergebnisse bringen (sonst wäre nicht die ceo präsentation so beryllium lastig gewesen ) . es macht jetzt aber überhaupt keinen sinn damit öffentlich hausieren zu gehen und evtl. den aktienkurs in ungeahnte höhen zu katapultieren. ist eine gratwanderung für das management, sie müssten ja eigentlich veröffentlichen nach aktiengesetz: aber die vorliegenden berichte sind ja nur vorläufig, kann man nicht so rausgeben, da wird schon noch das eine oder andere detail fehlen :-)) Hier noch die interessantesten passagen von yasch 22: "Mackay said that Stans had probably made a mistake in their technical approach to constructing a mine, because the focus was going to be on Kutessay II rare earth production exclusively. The problem -- actually a kind of pleasant problem -- is that the Kalessay beryllium project is so very close to the RE mineralization that it would make a lot more sense to combine both mines, and to process ore from both at the same time, rather than just stockpile the beryllium ore somewhere and hope to do something with it later. Because I was late, I missed some of the context for this explanation, but Mackay made frequent reference to a chart showing the placement of several different kinds of mines (rare earth and beryllium chief among them) on grade/reserve axis. Kalessay scored very highly on this chart for both grade and quantity of beryllium, so you can see why Stans would not want to leave this on the back burner when they can fairly easily, with a modification of their mining plan, run both operations simultaneously.
With reference to this chart, two of the prospective clustered in the highest 20% with Kalessay were Thor Lake (or Nechalacho from Avalon) and Strange Lake (Quest RM). That gives some idea of what Stans knows it has at Kalessay, even if they don't have the official JORC yet to prove it to the world. Add to this flattering comparison the fact that Kalessay/Kutessay are in a much sweeter spot with regard to infrastucture, access to transportation, electricity, population, etc.).
With regard to financing, Mackay said that he was meeting tomorrow with one of two major banks (or traditional financing institutions) they've been talking to in regards to a "project financing" model. I.e., the banks will loan Stans anywhere from 60% to 80% of the money required to finance the mine, and Stans would then have to raise the rest. Mackay didn't actually used phrases like "equity financing" or "public offering", but everyone knew what he meant. Mackay said that the issue was made more complicated by the fact that several large mining conglomerates were also in discussion with Stans regarding financing requirements and offtake agreements. You can see how a preliminary agreement with one or more of these parties won't be reached until the JORC for Kalessay is completed, until the mining plan is finalized, and until the prefeasibility study is completed. Finally, nothing along these lines can be finalized until a feasibility study is finished. here was an interesting exchange at one point between Mackay and the new Russian guy -- Valery Kosynkin -- about some element of the mine-planning. Mackay thought it would be ready to go by September, but Kosynkin said, "No no, it will be next week," and then he added something about how the engineers wanted to move as quickly as they could on it. Kosynkin has a very interesting background. As we learned a few months ago, he was the head of the REE chemistry and technology at Russia's State Institute of Chemical Technologies, which ran the Kutessay operation. Right at around the time that operations at Kutessay were essentially stopped (1990), he became a professor, including a long stint in Austria, and after that he worked on REE operations in Russia, Ukraine, Estonia, and I believe with Kazatomprom in Kazakhstan.
An interesting connection here has to do with Kosynkin's time in Kazakhstan, where that country's key beryllium mine is nearing the end of its production. Mackay pointed out that the principals there are very interested in the Kalessay deposit. More importantly, though, Mackay mentioned in an aside that Kosynkin was also in charge ofthe technical research and commissioning of the Silmet REE separationand refining plant in Estonia. This is the plant that Molycorp recentlybought out. In other words, Stans has done a great job in hiring top people -- and hiring people with a long-term understanding of the metallurgy of the Kutessay deposit. " |
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