Natürlich ist der Kursverlauf von CCE frustierend. Die Gründe (Flow-through etc) sind bekannt.
Flow-through Aktien gab es bereits bei den Kapitalerhöhungen 07/12 und 11/13. Jedes Mal gab der Kurs nach Vollzug des Placements nach, schließlich führt eine KE aufgrund der Verwässerung nur selten zu steigenden Kursen.
Wenn man dies als Fakt voraussetzen kann und wenn das Management das Verhalten der Geldgeber aus vorherigen KE kennt, warum dann keine KE unter Beteiligung der Aktionäre - oder hast du ein Zeichnungsangebot erhalten ?
Du erfährst z.Zt. die Gnade der späten Investition. Andere kennen die optimistischen Äußerungen von Grove schon seit Jahren. Diese sind gut 1 Jahr alt:
We were, as I hope you may already know, introduced to Solvay/ Rhodia by the Rohstoffallianz (RA) following our meeting with them in March of this year. The RA discussed with us and received our tacit acceptance of the idea of a tri-lateral proposal between us, them (RA), and a world processor of RREs which of course then is Rhodia.
Rhodia then did their due diligence on us for several months and have now requested a meeting with us. I am very excited by the quite logical belief that since Rhodia already processes REE feed stock that is hosted by the same three minerals we are hosted by (from sources in China), that they will be able to process our material.
I look forward to this meeting with Rhodia in September and to hopefully an agreement with them, and then to the following agreement with the RA.
That is, with this agreement, and then the following agreement with the RA, it is not known definitively yet just how much offtake the RA may be interested in signing a contract on, but whatever it is, this would likely leave an amount of our production then available so that we could then take in other offtake agreements from other parties such as Japanese companies, such as Toyota, Nissan, TDK etc, or trading houses such as Sumitomo, Mitsui, Mitsubishi, or AMJ.
Anleger bei Laune halten, name dropping von Weltkonzernen und weitere 15 Monate nuschtnix. Keiner hat bisher angebissen.
Frage: How long you guestimate until the first marketable products leave from Ashram, calculated from the previously mentioned groundbraking ?
The biggest aspect of this question is actually getting into production and this is basically impossible to answer at this time. However, it is possible to guestimate what it could be, and the easiest calculation might be done with the acceptance of the hypothetical capital we need to advance through the completion of a Bankable feasibility study (BFS).
If we had full financing available to us now, I would suggest that we would have a BFS in 3 years time.
Also irgendwann Ende 2017 frühestens, wenn sie auch die KE für die BFS stemmen. Dann fehlt nur noch die Infrastruktur und das Kapital für den Bau der Mine, der bei den klimat. Bedingungen auch noch 2 Jahre dauern dürfte.
Dann folgen die üblichen Anlaufprobleme und Feinabstimmungen.
Daher meine Prognose: Mine frühestens 2020 - wenn alles optimal läuft.
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