Thompson Creek Metals (Blue Pearl Mng)

wer soll das denn hier bitteschön einschätzen können?

ok, der tradersreport wahrscheinlich: der wird eine ad-hoc-short-empfehlung raushauen...
als nächstes kommt ein pseudoprofessioneller basher...ääääh...anal-yst (namen möchte ich hier nicht nennen...) um die ecke und baut eines seiner horrorszenarien auf...
ach naja, dann gibt´s ja noch diesen n24-"experten" (wie hiess der doch gleich): der hat es ja schon immer gewusst...

nein, aber darauf sollten wir uns nicht verlassen, daß das ganze hier sofort richtig eingeschätzt wird...ich vertraue da doch mehr den kanadischen/nordamerikanischen analysten (auch wenn die evtl. etwas länger brauchen sollten!)...

     

Du bist dir hoffentlich bewusst,dass wir uns hier im Piraten-Thread befinden!
Und unser Captain des öffteren unter Schlafstörungen leidet.
Also so schnell kannst du gar nicht schauen wie schnell die gute Kunde irgenwo geklaut wird und in grossen Lettern im "Piratenthread steht.
Aber eines möchte ich schon noch sagen,bis 9 Uhr werden es alle wissen,ob die Zahlen was taugen oder nicht,dafür brauchen wir die Holzfäller wirklich nicht.
Gruß fungi  

funzt hab ich das WO geentert und die ersten Facts / News hierher gebracht 

Ian McDonald

freut sich, auch eine Menge Mitarbeiter begrüßen zu können .... sympathisch. Dann stellt er die anderen auf dem Podium vor.

 

T-BLE - Halted !!!!!!!!!   aus stockwatch   ggf. wegen Namensänderung

MAY 10, 2007 - 16:11 ET Show Text
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Market Regulation Services Inc.: Halt, Blue Pearl Mining Ltd.

TORONTO, ONTARIO--(CCNMatthews - May 10, 2007) -

MARKET REGULATION SERVICES INC.
The following issue(s) have been halted by Market Regulation Services Inc.
Company Name: Blue Pearl Mining Ltd.
TSX Symbol: BLE
Reason: Pending news
Halt Time: 16:10 EST

HALTED!

Dann könnten gleich die Zahlen kommen.

Kein nachbörslicher Handel mehr möglich!!!

So locker wie dir vor der HV mit einander geredet haben gibt es wohl viel erfreuliches zu berichten.

meetingteil von ian ist closed??? namechange wird erklärt.

kevin rechtfertigt den namenswechsel.
objektiv hat er recht.

21 Mio pounds expected for the current year

 

Ich habe die ersten 5-10 minuten der Konferenz verpasst. Wann sollen die Zahlen genannt werden?

 

MAY 10, 2007 - 16:15 ET Show Text
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Blue Pearl Reports Cash Flow From Operating Activities of US$105.1 Million in Q1 2007

TORONTO, ONTARIO--(CCNMatthews - May 10, 2007) -

Highlights (all in U.S. dollars):

- Revenues totaled $275.3 million and cash flow from operating activities totaled $105.1 million in the three months ended March 31, 2007.

- Net income was $47.7 million or $0.46 per basic and $0.45 per diluted share. Net income was adversely affected by $29.6 million of inventory purchase price adjustment included in operating expenses.

- Company ended the first quarter with cash balances of $114.5 million after paying $64.3 million, including a prepayment premium, to discharge the Second Lien Credit Facility on March 15, 2007. As at March 31, 2007, the principal outstanding on the First Lien Credit Facility was $319.3 million, down from $340 million on December 31, 2006.

- Molybdenum production costs for output from the Thompson Creek and Endako mines averaged $5.63 per pound while realized prices on molybdenum sales averaged $25.57 per pound.

- Conference call and webcast for analysts and investors is scheduled for May 11 at 10:00 a.m. Eastern.

Blue Pearl Mining Ltd. (TSX:BLE)(TSX:BLE.WT.A)(FRANKFURT:A6R), one of the world's largest publicly traded, pure molybdenum producers, today announced financial results for the three months ended March 31, 2007 prepared in accordance with Canadian generally accepted accounting principles. All dollar amounts are in U.S. dollars unless otherwise indicated.

Blue Pearl's revenues totaled $275.3 million in the first quarter of 2007. Contributing to revenues was a significant reduction of the Company's product inventory. No revenues were earned by Blue Pearl in the first quarter of 2006 as it was in the development stage.

Operating expenses in the first quarter of 2007 totaled $161.8 million. Included in operating expenses was an acquisition expense of $29.6 million related to the inventory portion of the Thompson Creek Metals Company (TCMC) purchase price adjustment. TCMC held 7.8 million pounds of molybdenum in inventory on the October 26, 2006 acquisition date and this inventory was deemed to be purchased by Blue Pearl, for accounting purposes, at fair value, resulting in an uplift of inventory costs of $98.5 million over the original book value. Of this, $68.9 million was charged to operating expenses in 2006 and the remaining $29.6 million was charged to operating expenses in the first quarter of 2007 as the related inventory was sold. Blue Pearl had no operating expenses in the first quarter of 2006.

General and administrative expenses totaled $3.1 million in the latest quarter, compared with $0.4 million in the first quarter of 2006. Exploration and development expenses, which were mainly related to the Davidson Project, were $1.9 million in the first quarter of 2007 versus $2.3 million a year earlier.

Net income for the first quarter of 2007 was $47.7 million or $0.46 per basic and $0.45 per diluted share, compared with a net loss of $2.5 million or $0.06 per basic and diluted share a year earlier. The per-share figures are based on a weighted-average number of shares outstanding of 103,250,000 (basic) and 105,395,000 (diluted) in the first quarter of 2007 and 44,671,000 (basic and diluted) a year earlier. As at March 31, 2007, there were 108,165,000 shares outstanding.

Cash generated by operating activities totaled $105.1 million in the first quarter of 2007, compared with cash used of $3.7 million in the same period in 2006.

Cash balances were $114.5 million as at March 31, 2007 versus $98.1 million as at December 31, 2006.

During the first quarter of 2007, the Company paid $64.3 million, including a prepayment premium, to fully discharge its Second Lien Credit Facility. The Company also made payments to reduce its First Lien Credit Facility to $319.3 million on March 31, 2007 from $340 million on December 31, 2006.

In the first quarter of 2007, the Company produced 5.43 million pounds of molybdenum at an average production cost of $5.63 per pound. The Company's U.S. operations produced 3.84 million pounds at an average cost of $4.52 per pound. The Company's 75% share of the Canadian operations was 1.59 million pounds at an average cost of $8.31 per pound. The amounts produced reflect molybdenum produced at the Thompson Creek and Endako mines but do not include molybdenum purchased from third parties, roasted and sold by the Company. The average costs reflect production costs, including roasting costs, for molybdenum from the Thompson Creek and Endako mines only.

Outlook

Blue Pearl took advantage of positive market conditions in the first quarter of 2007 by selling more molybdenum product than was produced and reducing inventory. In future quarters, with product inventory at a lower level, the Company's ability to take advantage of strong demand for molybdenum will largely depend on the production from its mines.

While the Company's production outlook for the year remains unchanged, production in the second quarter of 2007 from the Thompson Creek Mine is expected to be lower than the first quarter due to the pushback and initial stripping required to open a new phase of the mine. During this period, the mine will produce much of its molybdenum from an ore stock pile that has lower-grade molybdenum.

However, the impact from lower production on the Company's second-quarter revenues may be offset at least in part by the increase in molybdenum prices that began in the latter part of the first quarter. The quoted price for molybdenum oxide rose to about $28 per pound on average in March from an approximate average $25 per pound in January and February. However, because of the normal one-month pricing lag on the Company's sales, Blue Pearl did not begin to receive the higher prices evident in March until its April deliveries. The price increase that occurred in March has been generally sustained, with the market price for molybdenum oxide widely quoted in the range of $28 to $29 per pound on average in April and early May. The Company's realized prices on its sales may be higher or lower than the quoted market prices published by pricing services.

As previously announced, the Company is expecting to produce 21 million pounds of molybdenum in 2007 from its existing Thompson Creek and Endako mines and is planning to increase production from these mines to 27 million pounds in 2008 and 29 million pounds in 2009. This excludes any potential production from Blue Pearl's Davidson Project, which is Canada's largest undeveloped molybdenum deposit. Davidson represents an opportunity for organic growth. A feasibility study of the Davidson Project is currently being conducted by Hatch Ltd. and is expected to be completed in the next two months.

The Company's production growth profile and the strong sales prices anticipated in the next two or three years because of favourable supply and demand fundamentals are expected to produce strong cash flow for the Company. The Company believes that its operations and access to capital markets are sufficient to meet its ongoing obligations and capital requirements.

In April 2007, the Company announced an updated measured and indicated molybdenum resource estimate for its Endako Mine as a first step in the process of re-evaluating the potential of its existing properties. Both the Thompson Creek and Endako mines are developing new mine plans based on a reevaluation of mineral reserves assuming a long-term molybdenum price of $10 per pound and updated costs. Previous mine plans had assumed a long-term price of $5 per pound at Thompson Creek and $3.50 per pound at Endako. The new plans are expected to increase reserves and mine life at both operations when they are completed in 2007.

Additional information on the Company's financial position is available in Blue Pearl's Financial Statements and Management's Discussion and Analysis for the three months ended March 31, 2007, which will be filed with SEDAR (www.sedar.com) and posted on the Company's website (www.bluepearl.ca).

Conference call and webcast

Blue Pearl will hold a conference call for analysts and investors to discuss its first-quarter 2007 financial results on May 11, 2007 at 10 a.m. (Eastern).

Ian McDonald, Executive Chairman, Kevin Loughrey, President and Chief Executive Officer, and Derek Price, Chief Financial Officer, will be available to answer questions during the call.

To participate in the call, please dial 416-695-6623 or 1-877-323-2090 about five minutes prior to the start of the call.

A live audio webcast of the conference call will be available at www.ccnmatthews.com and www.bluepearl.ca.

An archived recording of the call will be available at 416-695-5275 or 1-888-509-0081 (Passcode 644207) from 12:00 p.m. on May 11 to 11:59 p.m. on May 18. An archived recording of the webcast will also be available at Blue Pearl's website.

About Blue Pearl Mining Ltd.

Blue Pearl is the world's fifth-largest molybdenum producer. In October 2006, the Company purchased the Thompson Creek open-pit molybdenum mine and mill in Idaho, a 75% share of the Endako open-pit mine, mill and roasting facility in northern British Columbia, and a metallurgical roasting facility in Langeloth, Pennsylvania. Blue Pearl is also developing the Davidson high-grade underground molybdenum project near Smithers, B.C. The Company has more than 700 employees. Its head office is in Toronto, Ontario. It also has executive offices in Denver, Colorado (including sales and marketing) and in Vancouver, British Columbia. More information is available at www.bluepearl.ca.

Cautionary Note Regarding Forward-Looking Statements

This news release contains "forward-looking information" which may include, but is not limited to, statements with respect to the future financial or operating performance of Blue Pearl, its subsidiaries and its projects, the future price of molybdenum, the estimation of mineral reserves and resources, the realization of mineral reserve estimates, the timing and amount of estimated future production, costs of production, capital, operating and exploration expenditures, costs and timing of the development of new deposits, costs and timing of future exploration, requirements for additional capital, government regulation of mining operations, environmental risks, reclamation expenses, title disputes or claims and limitations of insurance coverage. Often, but not always, forward-looking statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or variations (including negative variations) of such words and phrases, or state that certain actions, events or results "may", "could", "would", "might" or "will" be taken, occur or be achieved.
Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Blue Pearl and/or its subsidiaries to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include, among others, general business, economic, competitive, political and social uncertainties; the anticipated benefits of the acquisition not occurring in the expected time frame or at all; the actual results of current exploration activities; actual results of reclamation activities; conclusions of economic evaluations; changes in project parameters as plans continue to be refined; future prices of molybdenum; possible variations of ore grade or recovery rates; failure of plant, equipment or processes to operate as anticipated; accidents, labour disputes and other risks of the mining industry; political instability, insurrection or war; delays in obtaining governmental approvals or financing or in the completion of development or construction activities, as well as those factors discussed in the section entitled "Risk Factors" in Blue Pearl's annual information form for the year ended December 31, 2006 which is available on SEDAR at www.sedar.com. Although Blue Pearl has attempted to identify important factors that could cause actual actions, events or results to differ materially from those described in forward-looking statements, there may be other factors that cause actions, events or results to differ from those anticipated, estimated or intended. Forward-looking statements contained herein are made as of the date of this news release and Blue Pearl disclaims any obligation to update any forward-looking statements, whether as a result of new information, future events or results or otherwise. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Blue Pearl undertakes no obligation to update forward-looking statements if circumstances or management's estimates or opinions should change. Accordingly, the reader is cautioned not to place undue reliance on forward-looking statements.

The following are the Company's consolidated financial statements, excluding notes, for the three months ended March 31, 2007.



Consolidated Balance Sheets(US dollars in thousands - Unaudited)
March 31 December 31 2007 2006AssetsCurrent assets Cash and cash equivalents $ 114,512 $ 98,059 Accounts receivable 112,780 84,476 Product inventory 70,257 131,269 Material and supplies inventory 25,700 25,498 Prepaid expenses 2,368 3,015 Future income and mining taxes 372 468 ------------ ------------- 325,989 342,785Property, plant and equipment 469,269 480,187Deferred stripping costs 6,853 -Reclamation deposits 23,283 23,005Restricted cash 8,806 8,081Future income and mining taxes 25,965 20,902Goodwill 50,882 46,322 ------------ ------------- $ 911,047 $ 921,282 ------------ ------------- ------------ -------------
LiabilitiesCurrent liabilities Accounts payable and accrued liabilities $ 43,334 $ 38,794 Income taxes payable 41,587 29,407 Current portion of long-term debt 74,291 73,758 Future income and mining taxes 4,601 17,237 ------------ ------------- 163,813 159,196Long-term debt 245,118 324,048Asset retirement obligations 26,609 25,992Sales contract liability 24,210 11,421Severance and retention 8,191 8,008Future income and mining taxes 164,919 168,566 ------------ -------------
632,860 697,231 ------------ -------------
Shareholders' EquityCommon shares 216,144 210,857Warrants 35,115 35,445Contributed surplus 16,884 14,953Retained earnings (deficit) 20,156 (27,579)Accumulated other comprehensive loss (10,112) (9,625) ------------ ------------- 278,187 224,051 ------------ ------------- $ 911,047 $ 921,282 ------------ ------------- ------------ -------------
Consolidated Statements of Income (Loss)Three Months Ended March 31, 2007 and 2006(US dollars and share amounts in thousands, except per share amounts - Unaudited) 2007 2006Revenues Molybdenum sales $ 268,116 $ - Tolling and calcining 7,232 - ---------- --------- 275,348 - ---------- ---------Cost of sales Operating expenses 161,768 - Selling and marketing 1,600 - Depreciation and depletion 16,082 - Accretion 436 - ---------- --------- 179,886 - ---------- ---------
Income from mining operations 95,462 -
Other (income) expenses General and administrative 3,108 404 Exploration and development 1,867 2,252 Interest and finance fees 15,394 - Debt prepayment premium 2,474 - Unrealized loss on derivative instruments 6,507 - Stock-based compensation 2,618 496 Interest income (1,900) (45) Other 370 (6) ---------- --------- 30,438 3,101 ---------- ---------
Income (loss) before taxes 65,024 (3,101)
Income and mining taxes (recoverable) Current 37,849 - Future (20,560) (620) ---------- --------- 17,289 (620) ---------- ---------
Net income (loss) $ 47,735 $ (2,481) ---------- --------- ---------- ---------
Net income (loss) per share Basic $ 0.46 $ (0.06) ---------- --------- ---------- ---------
Diluted $ 0.45 $ (0.06) ---------- --------- ---------- ---------
Consolidated Statements of Cash FlowsThree Months Ended March 31, 2007 and 2006(US dollars in thousands - Unaudited)
2007 2006Operating ActivitiesNet income (loss) $ 47,735 $ (2,481)Items not affecting cash Depreciation and depletion 16,082 - Accretion 436 - Amortization of finance fees 4,784 - Unrealized loss on derivative instruments 6,507 - Stock-based compensation 2,618 496 Future income and mining taxes (20,560) (620) Gain on sale of marketable securities - (6)Change in non cash working capital 47,457 (1,061) ---------- ---------
Cash generated by (used in) operating activities 105,059 (3,672) ---------- ---------
Investing ActivitiesProperty, plant and equipment (2,602) -Deferred stripping costs (6,853) -Restricted cash (725) (44)Reclamation deposits (233) -Proceeds from disposition of marketable securities - 26 ---------- --------- Cash used in investing activities (10,413) (18) ---------- ---------
Financing Activities
Equity issues 5,158 2,135Long-term debt repayments (83,181) - ---------- ---------
Cash (used in) generated by financing activities (78,023) 2,135 ---------- ---------
Effect of exchange rate changes on cash (170) (94) ---------- ---------
Increase (decrease) in cash and cash equivalents 16,453 (1,649)
Cash and cash equivalents, beginning of period 98,059 6,915 ---------- ---------
Cash and cash equivalents, end of period $ 114,512 $ 5,266 ---------- --------- ---------- ---------
Consolidated Statements of Retained Earnings (Deficit)Three Months Ended March 31, 2007 and 2006(US dollars in thousands - Unaudited)
2007 2006
Balance, beginning of period $ (27,579) $ (6,936)Net income (loss) 47,735 (2,481) ---------- ---------Balance, end of period $ 20,156 $ (9,417) ---------- --------- ---------- ---------
Consolidated Statements of Comprehensive Income (Loss)Three Months Ended March 31, 2007 and 2006(US dollars in thousands - Unaudited)
2007 2006
Net income (loss) $ 47,735 $ (2,481)Other comprehensive loss Foreign currency translation adjustment (487) (101) ---------- ---------
Comprehensive income (loss) $ 47,248 $ (2,582) ---------- --------- ---------- ---------




Shares Outstanding: 111,749,158

BPM-Fakten-Thread (Bitte Nur zum Lesen!)
http://www.ariva.de/board/281353

- das Sperren dieses Users löst schwere Depressionen bei der Blue Pearl Mannschaft aus -  

 
 PRESS RELEASE  

 
 
   
Blue Pearl Mining Ltd.
TSX: BLE Stock Quote Stock Chart
TSX: BLE.WT.A Stock Quote Stock Chart
FRANKFURT: A6R  
 
Other Recent News





May 10, 2007
 
Blue Pearl Reports Cash Flow From Operating Activities of US$105.1 Million in Q1 2007
 

TORONTO, ONTARIO--(CCNMatthews - May 10, 2007) -

Highlights (all in U.S. dollars):

- Revenues totaled $275.3 million and cash flow from operating activities totaled $105.1 million in the three months ended March 31, 2007.

- Net income was $47.7 million or $0.46 per basic and $0.45 per diluted share. Net income was adversely affected by $29.6 million of inventory purchase price adjustment included in operating expenses.

- Company ended the first quarter with cash balances of $114.5 million after paying $64.3 million, including a prepayment premium, to discharge the Second Lien Credit Facility on March 15, 2007. As at March 31, 2007, the principal outstanding on the First Lien Credit Facility was $319.3 million, down from $340 million on December 31, 2006.

- Molybdenum production costs for output from the Thompson Creek and Endako mines averaged $5.63 per pound while realized prices on molybdenum sales averaged $25.57 per pound.

- Conference call and webcast for analysts and investors is scheduled for May 11 at 10:00 a.m. Eastern.

Blue Pearl Mining Ltd. (TSX:BLE)(TSX:BLE.WT.A)(FRANKFURT:A6R), one of the world's largest publicly traded, pure molybdenum producers, today announced financial results for the three months ended March 31, 2007 prepared in accordance with Canadian generally accepted accounting principles. All dollar amounts are in U.S. dollars unless otherwise indicated.

Blue Pearl's revenues totaled $275.3 million in the first quarter of 2007. Contributing to revenues was a significant reduction of the Company's product inventory. No revenues were earned by Blue Pearl in the first quarter of 2006 as it was in the development stage.

Operating expenses in the first quarter of 2007 totaled $161.8 million. Included in operating expenses was an acquisition expense of $29.6 million related to the inventory portion of the Thompson Creek Metals Company (TCMC) purchase price adjustment. TCMC held 7.8 million pounds of molybdenum in inventory on the October 26, 2006 acquisition date and this inventory was deemed to be purchased by Blue Pearl, for accounting purposes, at fair value, resulting in an uplift of inventory costs of $98.5 million over the original book value. Of this, $68.9 million was charged to operating expenses in 2006 and the remaining $29.6 million was charged to operating expenses in the first quarter of 2007 as the related inventory was sold. Blue Pearl had no operating expenses in the first quarter of 2006.

General and administrative expenses totaled $3.1 million in the latest quarter, compared with $0.4 million in the first quarter of 2006. Exploration and development expenses, which were mainly related to the Davidson Project, were $1.9 million in the first quarter of 2007 versus $2.3 million a year earlier.

Net income for the first quarter of 2007 was $47.7 million or $0.46 per basic and $0.45 per diluted share, compared with a net loss of $2.5 million or $0.06 per basic and diluted share a year earlier. The per-share figures are based on a weighted-average number of shares outstanding of 103,250,000 (basic) and 105,395,000 (diluted) in the first quarter of 2007 and 44,671,000 (basic and diluted) a year earlier. As at March 31, 2007, there were 108,165,000 shares outstanding.

Cash generated by operating activities totaled $105.1 million in the first quarter of 2007, compared with cash used of $3.7 million in the same period in 2006.

Cash balances were $114.5 million as at March 31, 2007 versus $98.1 million as at December 31, 2006.

During the first quarter of 2007, the Company paid $64.3 million, including a prepayment premium, to fully discharge its Second Lien Credit Facility. The Company also made payments to reduce its First Lien Credit Facility to $319.3 million on March 31, 2007 from $340 million on December 31, 2006.

In the first quarter of 2007, the Company produced 5.43 million pounds of molybdenum at an average production cost of $5.63 per pound. The Company's U.S. operations produced 3.84 million pounds at an average cost of $4.52 per pound. The Company's 75% share of the Canadian operations was 1.59 million pounds at an average cost of $8.31 per pound. The amounts produced reflect molybdenum produced at the Thompson Creek and Endako mines but do not include molybdenum purchased from third parties, roasted and sold by the Company. The average costs reflect production costs, including roasting costs, for molybdenum from the Thompson Creek and Endako mines only.

Outlook

Blue Pearl took advantage of positive market conditions in the first quarter of 2007 by selling more molybdenum product than was produced and reducing inventory. In future quarters, with product inventory at a lower level, the Company's ability to take advantage of strong demand for molybdenum will largely depend on the production from its mines.

While the Company's production outlook for the year remains unchanged, production in the second quarter of 2007 from the Thompson Creek Mine is expected to be lower than the first quarter due to the pushback and initial stripping required to open a new phase of the mine. During this period, the mine will produce much of its molybdenum from an ore stock pile that has lower-grade molybdenum.

However, the impact from lower production on the Company's second-quarter revenues may be offset at least in part by the increase in molybdenum prices that began in the latter part of the first quarter. The quoted price for molybdenum oxide rose to about $28 per pound on average in March from an approximate average $25 per pound in January and February. However, because of the normal one-month pricing lag on the Company's sales, Blue Pearl did not begin to receive the higher prices evident in March until its April deliveries. The price increase that occurred in March has been generally sustained, with the market price for molybdenum oxide widely quoted in the range of $28 to $29 per pound on average in April and early May. The Company's realized prices on its sales may be higher or lower than the quoted market prices published by pricing services.

As previously announced, the Company is expecting to produce 21 million pounds of molybdenum in 2007 from its existing Thompson Creek and Endako mines and is planning to increase production from these mines to 27 million pounds in 2008 and 29 million pounds in 2009. This excludes any potential production from Blue Pearl's Davidson Project, which is Canada's largest undeveloped molybdenum deposit. Davidson represents an opportunity for organic growth. A feasibility study of the Davidson Project is currently being conducted by Hatch Ltd. and is expected to be completed in the next two months.

The Company's production growth profile and the strong sales prices anticipated in the next two or three years because of favourable supply and demand fundamentals are expected to produce strong cash flow for the Company. The Company believes that its operations and access to capital markets are sufficient to meet its ongoing obligations and capital requirements.

In April 2007, the Company announced an updated measured and indicated molybdenum resource estimate for its Endako Mine as a first step in the process of re-evaluating the potential of its existing properties. Both the Thompson Creek and Endako mines are developing new mine plans based on a reevaluation of mineral reserves assuming a long-term molybdenum price of $10 per pound and updated costs. Previous mine plans had assumed a long-term price of $5 per pound at Thompson Creek and $3.50 per pound at Endako. The new plans are expected to increase reserves and mine life at both operations when they are completed in 2007.

Additional information on the Company's financial position is available in Blue Pearl's Financial Statements and Management's Discussion and Analysis for the three months ended March 31, 2007, which will be filed with SEDAR (www.sedar.com) and posted on the Company's website (www.bluepearl.ca).

Conference call and webcast

Blue Pearl will hold a conference call for analysts and investors to discuss its first-quarter 2007 financial results on May 11, 2007 at 10 a.m. (Eastern).

Ian McDonald, Executive Chairman, Kevin Loughrey, President and Chief Executive Officer, and Derek Price, Chief Financial Officer, will be available to answer questions during the call.

To participate in the call, please dial 416-695-6623 or 1-877-323-2090 about five minutes prior to the start of the call.

A live audio webcast of the conference call will be available at www.ccnmatthews.com and www.bluepearl.ca.

An archived recording of the call will be available at 416-695-5275 or 1-888-509-0081 (Passcode 644207) from 12:00 p.m. on May 11 to 11:59 p.m. on May 18. An archived recording of the webcast will also be available at Blue Pearl's website.

About Blue Pearl Mining Ltd.

Blue Pearl is the world's fifth-largest molybdenum producer. In October 2006, the Company purchased the Thompson Creek open-pit molybdenum mine and mill in Idaho, a 75% share of the Endako open-pit mine, mill and roasting facility in northern British Columbia, and a metallurgical roasting facility in Langeloth, Pennsylvania. Blue Pearl is also developing the Davidson high-grade underground molybdenum project near Smithers, B.C. The Company has more than 700 employees. Its head office is in Toronto, Ontario. It also has executive offices in Denver, Colorado (including sales and marketing) and in Vancouver, British Columbia. More information is available at www.bluepearl.ca.

Cautionary Note Regarding Forward-Looking Statements

This news release contains "forward-looking information" which may include, but is not limited to, statements with respect to the future financial or operating performance of Blue Pearl, its subsidiaries and its projects, the future price of molybdenum, the estimation of mineral reserves and resources, the realization of mineral reserve estimates, the timing and amount of estimated future production, costs of production, capital, operating and exploration expenditures, costs and timing of the development of new deposits, costs and timing of future exploration, requirements for additional capital, government regulation of mining operations, environmental risks, reclamation expenses, title disputes or claims and limitations of insurance coverage. Often, but not always, forward-looking statements can be identified by the use of words such as "plans", "expects", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates", or "believes" or variations (including negative variations) of such words and phrases, or state that certain actions, events or results "may", "could", "would", "might" or "will" be taken, occur or be achieved.
Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Blue Pearl and/or its subsidiaries to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include, among others, general business, economic, competitive, political and social uncertainties; the anticipated benefits of the acquisition not occurring in the expected time frame or at all; the actual results of current exploration activities; actual results of reclamation activities; conclusions of economic evaluations; changes in project parameters as plans continue to be refined; future prices of molybdenum; possible variations of ore grade or recovery rates; failure of plant, equipment or processes to operate as anticipated; accidents, labour disputes and other risks of the mining industry; political instability, insurrection or war; delays in obtaining governmental approvals or financing or in the completion of development or construction activities, as well as those factors discussed in the section entitled "Risk Factors" in Blue Pearl's annual information form for the year ended December 31, 2006 which is available on SEDAR at www.sedar.com. Although Blue Pearl has attempted to identify important factors that could cause actual actions, events or results to differ materially from those described in forward-looking statements, there may be other factors that cause actions, events or results to differ from those anticipated, estimated or intended. Forward-looking statements contained herein are made as of the date of this news release and Blue Pearl disclaims any obligation to update any forward-looking statements, whether as a result of new information, future events or results or otherwise. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Blue Pearl undertakes no obligation to update forward-looking statements if circumstances or management's estimates or opinions should change. Accordingly, the reader is cautioned not to place undue reliance on forward-looking statements.

The following are the Company's consolidated financial statements, excluding notes, for the three months ended March 31, 2007.



Consolidated Balance Sheets
(US dollars in thousands - Unaudited)

                                                  March 31    December 31
                                                      2007           2006
Assets
Current assets
Cash and cash equivalents                      $   114,512   $     98,059
Accounts receivable                                112,780         84,476
Product inventory                                   70,257        131,269
Material and supplies inventory                     25,700         25,498
Prepaid expenses                                     2,368          3,015
Future income and mining taxes                         372            468
                                               ------------  -------------
                                                   325,989        342,785
Property, plant and equipment                       469,269        480,187
Deferred stripping costs                              6,853              -
Reclamation deposits                                 23,283         23,005
Restricted cash                                       8,806          8,081
Future income and mining taxes                       25,965         20,902
Goodwill                                             50,882         46,322
                                               ------------  -------------
                                               $   911,047   $    921,282
                                               ------------  -------------
                                               ------------  -------------

Liabilities
Current liabilities
Accounts payable and accrued liabilities       $    43,334   $     38,794
Income taxes payable                                41,587         29,407
Current portion of long-term debt                   74,291         73,758
Future income and mining taxes                       4,601         17,237
                                               ------------  -------------
                                                   163,813        159,196
Long-term debt                                      245,118        324,048
Asset retirement obligations                         26,609         25,992
Sales contract liability                             24,210         11,421
Severance and retention                               8,191          8,008
Future income and mining taxes                      164,919        168,566
                                               ------------  -------------

                                                   632,860        697,231
                                               ------------  -------------

Shareholders' Equity
Common shares                                       216,144        210,857
Warrants                                             35,115         35,445
Contributed surplus                                  16,884         14,953
Retained earnings (deficit)                          20,156        (27,579)
Accumulated other comprehensive loss                (10,112)        (9,625)
                                               ------------  -------------
                                                   278,187        224,051
                                               ------------  -------------
                                               $   911,047   $    921,282
                                               ------------  -------------
                                               ------------  -------------


Consolidated Statements of Income (Loss)
Three Months Ended March 31, 2007 and 2006
(US dollars and share amounts in thousands,
except per share amounts - Unaudited)
                                                     2007        2006
Revenues
Molybdenum sales                                $ 268,116    $      -
Tolling and calcining                               7,232           -
                                                ----------   ---------
                                                  275,348           -
                                                ----------   ---------
Cost of sales
Operating expenses                                161,768           -
Selling and marketing                               1,600           -
Depreciation and depletion                         16,082           -
Accretion                                             436           -
                                                ----------   ---------
                                                  179,886           -
                                                ----------   ---------

Income from mining operations                       95,462           -

Other (income) expenses
General and administrative                          3,108         404
Exploration and development                         1,867       2,252
Interest and finance fees                          15,394           -
Debt prepayment premium                             2,474           -
Unrealized loss on derivative instruments           6,507           -
Stock-based compensation                            2,618         496
Interest income                                    (1,900)        (45)
Other                                                 370          (6)
                                                ----------   ---------
                                                   30,438       3,101
                                                ----------   ---------

Income (loss) before taxes                          65,024      (3,101)

Income and mining taxes (recoverable)
Current                                            37,849           -
Future                                            (20,560)       (620)
                                                ----------   ---------
                                                   17,289        (620)
                                                ----------   ---------

Net income (loss)                                $  47,735    $ (2,481)
                                                ----------   ---------
                                                ----------   ---------

Net income (loss) per share
Basic                                           $    0.46    $  (0.06)
                                                ----------   ---------
                                                ----------   ---------

Diluted                                         $    0.45    $  (0.06)
                                                ----------   ---------
                                                ----------   ---------


Consolidated Statements of Cash Flows
Three Months Ended March 31, 2007 and 2006
(US dollars in thousands - Unaudited)

                                                          2007       2006
Operating Activities
Net income (loss)                                     $  47,735   $ (2,481)
Items not affecting cash
Depreciation and depletion                              16,082          -
Accretion                                                  436          -
Amortization of finance fees                             4,784          -
Unrealized loss on derivative instruments                6,507          -
Stock-based compensation                                 2,618        496
Future income and mining taxes                         (20,560)      (620)
Gain on sale of marketable securities                        -         (6)
Change in non cash working capital                       47,457     (1,061)
                                                     ----------  ---------

 Cash generated by (used in) operating activities      105,059     (3,672)
                                                     ----------  ---------

Investing Activities
Property, plant and equipment                            (2,602)         -
Deferred stripping costs                                 (6,853)         -
Restricted cash                                            (725)       (44)
Reclamation deposits                                       (233)         -
Proceeds from disposition of marketable securities            -         26
                                                     ----------  ---------
 Cash used in investing activities                     (10,413)       (18)
                                                     ----------  ---------

Financing Activities

Equity issues                                             5,158      2,135
Long-term debt repayments                               (83,181)         -
                                                     ----------  ---------

 Cash (used in) generated by financing activities      (78,023)     2,135
                                                     ----------  ---------

Effect of exchange rate changes on cash                    (170)       (94)
                                                     ----------  ---------

Increase (decrease) in cash and cash equivalents         16,453     (1,649)

Cash and cash equivalents, beginning of period           98,059      6,915
                                                     ----------  ---------

Cash and cash equivalents, end of period              $ 114,512   $  5,266
                                                     ----------  ---------
                                                     ----------  ---------


Consolidated Statements of Retained Earnings (Deficit)
Three Months Ended March 31, 2007 and 2006
(US dollars in thousands - Unaudited)

                                                          2007      2006

Balance, beginning of period                          $ (27,579)  $ (6,936)
Net income (loss)                                        47,735     (2,481)
                                                     ----------  ---------
Balance, end of period                                $  20,156   $ (9,417)
                                                     ----------  ---------
                                                     ----------  ---------

Consolidated Statements of Comprehensive Income (Loss)
Three Months Ended March 31, 2007 and 2006
(US dollars in thousands - Unaudited)

                                                         2007       2006

Net income (loss)                                     $ 47,735   $ (2,481)
Other comprehensive loss
Foreign currency translation adjustment                  (487)      (101)
                                                    ----------  ---------

Comprehensive income (loss)                           $ 47,248   $ (2,582)
                                                    ----------  ---------
                                                    ----------  ---------
 
Shares Outstanding: 111,749,158
 
 CONTACT INFORMATION  
 Blue Pearl Mining Ltd.
Ian McDonald
Executive Chairman
(416) 860-1438
Email: info@bluepearl.ca

or

Blue Pearl Mining Ltd.
Wayne Cheveldayoff
Director, Investor Relations
(416) 860-1438 or Toll free: 1-800-827-0992
Email: wcheveldayoff@bluepearl.ca
Website: www.bluepearl.ca

or

Renmark Financial Communications Inc.
Tina Cameron
(514) 939-3989
Email: tcameron@renmarkfinancial.com



INDUSTRY: Manufacturing and Production - Mining and Metals



 

Warst ne sekunde schneller...  

Firsteven: mein erstes Fazit zu den Zahlen: MEGA TOP   Yahoo hat einen Gewinn von 0,31 USD je Aktie geschätzt.  0,46 USD haben wir erreicht   1,167 Mio. USD cash flow pro Tag (Vorquartal 1,13 Mio. USD)  Umsatz: 275 Mio. = 3,06 Mio. USD pro Tag (V-Q 2,25 Mio. USD)  Yahoo hat 197 Mio. USD geschätzt.  -------------------------------------------------- Schuldenstand zum 31.03.07 also im Vergleich zum 31.12.2007 um knapp 80 Mio $ reduziert (incl. second lien credit).  Bei diesen knapp 320 Mio sind jedoch jetzt auch noch die 36 Mio aus dem PP von Sprott in Abzug zu bringen  -------------------------------------------------- Umsatz ist knapp 40 % über dem, was Yahoo geschätzt hat ... geile Zahlen, ichhabe ein Grinsen im Gesicht .... breeeeeeeeeeeeeit --------------------------------------------------

 

Molypreis bullish .... Nachfrageüberhang erwartet  -------------------------------------------------- FS-Davidson VERY soon...

 

so, das reicht erst mal für heute, morgen haben wir dann hier bestimmt eine schöne Übersicht.... g´d n8 all

 

Morgen geht die Post ab!!
Good night.
 

Sehr schöne Konferenz!

Habt Ihr die Reaktion bzgl Übernahme mitbekommen?

If the price would be 30$ per share.... We think it is worth 40$ per share. Also dann geb ich meine Perlen gerne her...

Wünsche euch auch allen eine schöne Nacht!

Und schöne balue Träume  

Was ist Dein Kursziel morgen?

Sehen wir die 14 Euronen?  

So, kurzer Rebound:

Der Gewinn je Share wurde bei Yahoo mit 31 Cent für das 1. Quartal veranschlagt.

Rausgekommen sind jetzt 46 Cent, aber auch nur, weil 30 Mio $ das Ergebnis belastet haben.

Tatsächlich wäre im 1. Quartal demzufolge ein Gewinn verbucht worden, der mehr als 100 %  über den Schätzungen von Yahoo gelegen hat.

Hier wurde mit knapp 50 gerechnet ... auch die Einschätzungen hier im Bord wurden demzufolge deutlich übertroffen, wenn ich mich nicht irre ...

Das aber nur mal kurz, muß sich alles erst noch setzen ...

Fakt ist, dass dies ein sehr sehr gutes Quartal war ... und das zweite Quartal dürfte nich besser werden, mit steigendem molypreis und ohen Sondereffekte.
 

Schwer zu sagen,aber die 13 sind fast sicher.
Stell dir vor,blue hat ein KGV von 5,xx und für 2008 ein KGV von3,XX
Billig oder?
Gruß fungi  

Warst den ganzen Tag so ruhig!
Morgen Anfangskurs 12,38 Euronen
fungi  

 

Rechne doch nur mal 4* 0,46 fürs ganze Jahr -> 1,84  Dollar Gewinn
wenn wir den Sondereffekt rausrechnen sind wir bei 4* 0,58 -> 2,32 Dollar Gewinn je Aktie.

Hier ist der steigende Molypreis und vor allem keine weiteren Abtragung von Schulden mitgerechnet, d.h. wir hätten schlecht gerechnet aktuell einen KGV von 7,75 (18/2,32)

Irgendwo hab ich da nen Denkfehler! Hilfe !!!!  

Aber vorher noch die Glaskugel verstauen!  :-))))  

Wie kommst Du auf KGV von 5,xx  

 

dein Denkfehler liegt in den 0,58USD. Du mußt 29,6Mio dem Ergebnis hinzurechnen, das macht bei 108Mio Aktien Ende März 27Cent/Aktie. 46+27=73Cent/Aktie X 4 = 2,92USD/p.a./Aktie.

Z.Zt. steht BLE bei 15,66USD (Quelle yahoo.com-Umrechner 17,40CAD). Daher ist das momentane 2007er-KGV bei 6,3...also lächerlich niedrig! Und in den nächsten zwei Jahren wird die Produktion ausgeweitet!  

stimmt und - langfristig traue ich der Aktie viel mehr zu. Wirklich beindruckend diese Performance. Ich hab mich geärgert das ich in Forsys investiert war.
Allerdings: In Can siehts heute Abend weniger gut aus - ich befürchte das die schlechte Gesamtstimmung den sog. Crash /Korrektur auslösen könnte - alle erwarten diesen SELL IN MAY Effekt. Nach den heutigen Abschlägen am US Markt fehlt jetzt nur noch eine Panik am asiatischen Markt - dann rauscht Markt ab - und alle gut gelaufenen Werte werden dann besonders bluten... - Dann legen wir halt nochmal nach!  

unsere stolze Blue Pearl auf hoher See

Richtung NNO !!

 

Aus dem WO-Forum von Friggiboy:



>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS
>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS

>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS
>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS

>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS
>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS

>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS
>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS

>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS
>>>>> DIESE ZAHLEN LIEGEN 67 PROZENT ÜBER DEN SCHÄTZUNGEN VON UBS

Für Q1 schätze man Gewinn je Aktie auf 0,27 USD. Fakt sind nun 0,45 USD

Nach 0,27 USD in Q1 schätzte UBS 0,37 USD in Q2 und je 0,34 USD in Q3 und Q4



Mein Tipp: Blue Pearl wird bald geschluckt

 

ich bin mal sehr gespannt ob heute Morgen in Deutschland überhaupt gehandelt werden kann.

Die Aktie ist nach wie vor ausgesetzt. Und es sieht derzeit nicht so aus, als würde die Freigabe in den nächsten Stunden kommen.

Ich könnte mir sogar vorstellen, dass der Handel erst so gegen 15:30 frei gegeben wird und das da noch irgendetwas kommt (entscheidende News) - daher auch die Telefonkonferenz um 16h.

Da könnte man die neue News und die Zahlen in einem behandeln. Mal abwarten.



Hier nochmal wg. dem Trading Halt:
http://www.tsx.com/HttpController?GetPage=HaltedSecurities&Language=en


Last Updated*: 10 May 2007 19:29 ET
*Note: Between 9:00 a.m. and 7:30 p.m. ET and on days that Toronto Stock Exchange is open, the information on this list will be updated approximately once every minute.
Company Name Symbol
Artis Real Estate Investment Trust AX.UN
Blue Pearl Mining Ltd. BLE
Blue Pearl Mining Ltd. BLE.WT.A
Uranium Participation Corporation U.WT


About Trading Halts

A trading halt is the temporary halting of trading in a security listed on TSX, usually in anticipation of disclosure of material information by the issuer, or for various other reasons. The halt in trading allows the issuer time to release its announcement and for the market to absorb the information. The stock typically does not resume trading until after the issuer has released the information.

The decision to halt trading in a particular listed security may be made by TSX or by Market Regulation Services Inc. (RS), on behalf of TSX. RS does not divulge any material information about an issuer's business or financial affairs. Please contact or visit the web site of the issuer involved for this information.

View Latest Halts and Resumptions, Provided by RS.

About RS

Read more about TSX's halting policy for issuers listed on TSX:
Part VII Halting of Trading, Suspension and Delisting of Securities of the TSX Company Manual
Part IV Maintaining a Listing - General Requirements of the TSX Company Manual

Read more about TSX's Timely Disclosure Policy for issuers listed on TSX:
Part IV Maintaining a Listing - General Requirements of the TSX Company Manual
Policy Statement on Timely Disclosure and Related Guidelines
Policy Statement on Timely Disclosure and Related Guidelines - Accompanying Notes

BPM-Fakten-Thread (Bitte Nur zum Lesen!)
http://www.ariva.de/board/281353

- das Sperren dieses Users löst schwere Depressionen bei der Blue Pearl Mannschaft aus -  

Blue Pearl Mining Ltd
Blue Pearl Mining, Duvernay, Linamar: Canadian Equity Preview

By Eric Martin

May 11 (Bloomberg) -- The following is a list of companies whose shares may have unusual price changes in Canadian markets. This preview includes news that broke after markets closed. Symbols are in parentheses after company names and prices are from the last close.

The Standard & Poor's/TSX Composite Index fell 42.03, or 0.3 percent, to 13853.13.

Blue Pearl Mining Ltd. (BLE CN): The metal producer that was the best performer on Canada's main stock index in the past year reported a first-quarter profit of $47.7 million, or 45 cents a share. A year earlier, the company had a net loss of $2.5 million, or 6 cents, Toronto-based Blue Pearl said in a statement released by CCNMatthews.

Blue Pearl produces molybdenum, a copper byproduct used to strengthen steel. The shares fell 39 cents, or 2.2 percent, to C$17.40.

Duvernay Oil Corp. (DDV CN): The oil and gas producer said in a statement that first-quarter profit fell to 19 cents a share from 23 cents a year earlier. The shares slipped 30 cents to C$40.25.

Linamar Corp. (LNR CN): The auto-parts maker said in a statement that first-quarter profit increased to 38 cents a share from 36 a year earlier. The shares added 11 cents to C$17.05.

To contact the reporter on this story: Eric Martin in New York at emartin21@bloomberg.net

Last Updated: May 11, 2007 00:02 EDT

BPM-Fakten-Thread (Bitte Nur zum Lesen!)
http://www.ariva.de/board/281353

- das Sperren dieses Users löst schwere Depressionen bei der Blue Pearl Mannschaft aus -