Brandneues Hammer-Interview mit Mr. Hacoon auf afr.com ! Kostenpflichtige Seite, aber 14 Tage freetrial! Es ist tatsächlich so, wie wir vermuteten und es wird noch besser: -Nur 20 US-$ Kosten pro Tonne! (Wie ihr schon sagtet) -Capex liegt lt. Hacon tatsächlich nur bei 100 Mio. $ bzw. 50 $/Tonne. Die Kosten von BHP´s Pilbara liegen bei 190 $/Tonne! -50 Mio. der Capex sollen über Offtakes finanziert werden! Das wird die Verwässerung sehr gering halten! -für nur 25 - 30 Mio. höhere Capex wird eine Jahresproduktion von 4 Millionen Tonnen Eisenerz per Annum möglich sein! Die Erlöse würden sich verdoppeln ! - Auf der "Mines and Money" Conference herrschte reges Interesse an Offtakes mit Indo Mines. Anscheinend sind mehrere Partner und nicht nur Rockcheck an Indo Mines dran. Miner finds partner for Indonesian iron Ayesha de Kretser Indonesia-focused iron ore and coalminer Indo Mines has linked up with Japanese trading giant Mitsui to explore developing a pig iron facility in Jogjakarta. Indo Mines chief executive Martin Hacon said details of the contract with Mitsui were confidential but there was no agreement that the Japanese trader would market the pig iron - which is a type of crude iron used to produce steel - that was produced. "We haven't signed any agreement that they´d be trading the product," Mr Hacon said. The company is still on track to release a bankable feasibility study for development of a 2 million tonne-a-year iron sands concentrate operation by June. The pig iron plant would follow once cash flow was established from the iron sands project, as part of a commitment to the Indonesian government to invest in downstream industry. "It also makes good economic sense," Mr Hacon said. Indonesia is one of Asia's fastest growing economies, but ranks relatively low in steel consumption per capita. It is also reliant on imports of iron ore and coal to produce crude steel, as well as slabs to produce finished steel. Indo Mines expects to enter production of the 2 million tonne-a-year concentrate operation by mid-2012, at an indicative capital cost of just $100 million or $50 a tonne. This compares with costs of about $190 a tonne for BHP Billiton's recently released Pilbara expansion plans. Indo Mines expects to fund development of the concentrate project through a mixture of forward sales or offtake agreements, as well as debt and equity. "Through offtake we expect to be able to cover around $50 million of our costs," Mr Hacon said. The company's management said there was substantial interest in the projects at the "Mines and Money" conference that was held in Hong Kong recently. "There was a lot of interest in terms of potential offtake and assisting with funding," Mr Hacon said. Doubling the size of the operation from 2 million tonnes a year to 4 million tonnes a year could be done for about $25 million to $30 million, given that almost 70 per cent of the initial capital expenditure would be sunk into associated port and mine infrastructure. No firm plans have been struck for funding the pig iron works, but Mr Hacon said the company would "almost certainly be looking for partners". Although the iron sands product produced by Indo Mines would have higher impurities because of its titanium content, Mr Hacon was confident the company would find a market in China. Tianjin-based steel maker Rockcheck Steel has a 10 per cent stake in Indo Mines and is understood to be keen to secure offtake. Mining iron sands is a relatively cheap process. Mr Hacon indicated mining costs would be about $20 a tonne. In the current market, the type of concentrates Indo Mines expects to produce would attract about $75 a tonne, highlighting the potential for the company to generate cash flow quickly. Mr Hacon joined Indo Mines from BlueScope Steel's New Zealand steelworks, which produces 600,000 tonnes a year of slab from iron sands. Ich würde sagen, ihr könnt meine konservative Rechnungen mit Kursziel 1,88 $ beruhigt in die Tonne treten. Packt lieber nochmal etwas kräftig oben drauf. |
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