Van beleggers
voor beleggers
Uitgebreid zoeken

Beurscodes, betekenis en hulp bij zoeken

Europa

AEX
Euronext Amsterdam
BRU
Euronext Brussels
PSE
Euronext Paris
LIS
Euronext Lissabon
CHX
CBOE Europe, grote(re) EU aandelen
NAV
Investment Funds (NAV)

Noord-Amerika

NYS
New York Stock Exchange
OTC
CBOE BZX Exchange (US)
TSE
Toronto Stock Exchange

Kunt u een instrument niet vinden?

Zoek dan via de zogenaamde ISIN code. Elk instrument, aandeel etc. heeft een unieke code.

Kies vervolgens - wanneer er meerdere resultaten zijn - de notering op de beurs van uw keuze.

Waar vind ik die ISIN code?

Google de naam van het instrument, aandeel etc. met de toevoeging 'ISIN'.

Als zoeken op ISIN code geen resultaten oplevert hebben wij het instrument of aandeel niet in onze koersendatabase.

desktop iconMarkt Monitor
  • Word abonnee
  • Inloggen

    Inloggen

    • Geen account? Registreren

    Wachtwoord vergeten?
Home  /  Forum  /  Edelmetalen  /  Platinum Group Metals - PLG - PTM

Ontvang nu dagelijks onze kooptips!

word abonnee

Edelmetalen« Terug naar discussie overzicht

Platinum Group Metals - PLG - PTM

25 Posts
Pagina: 1 2 »» | Laatste | Omlaag ↓
  1. forum rang 10 DeZwarteRidder 6 juli 2017 20:44
    The black sheep of the Top 5 basket is definitely Platinum Group Metals. The problems with its South African Maseve mine are nothing new, however, the management seems to be really unable to solve them. The ramp-up process is extremely slow and the mine hasn't been able to reach commercial production, although the first concentrate was produced in February 2016. After more than 1 year, the company was able to get only to a production level of 2,480 toz 4E (platinum, palladium, rhodium, gold) per month, reached in May 2017. As a result, the company needs to raise more and more money, only to keep afloat. In January, it made a $28.75 million bought deal financing. It was followed by a $20 million bought deal financing in April. And in June, Platinum Group Metals made a private placement of convertible senior subordinated notes worth $20 million. It means that the company has raised $68.75 million during the last 6 months and there still doesn't seem to be the light at the end of the tunnel. The only positive thing about this company remains to be the Waterberg deposit. Its feasibility study is still expected in late 2017. I must admit, that Platinum Group Metals is a huge disappointment. I evidently underestimated the level of incompetence of the management. After almost 1.5 years, the production at the Maseve mine is approximately at 1/10 of its projected capacity. That speaks for itself.

    seekingalpha.com/article/4086030-top-...
  2. forum rang 10 DeZwarteRidder 6 juli 2017 20:47
    The catalysts for H2 2017

    Platinum Group Metals:

    Q4 - Waterberg feasibility study

    Q3/Q4 - finally some solid production results at Maseve?

    Disclosure: I am/we are long IVPAF, NSU.

    I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

    Editor's Note: This article covers one or more stocks trading at less than $1 per share and/or with less than a $100 million market cap. Please be aware of the risks associated with these stocks.
  4. forum rang 10 DeZwarteRidder 6 september 2017 14:02
    T.PTM | 30 minutes ago
    Platinum Group Metals Ltd. Announces Proposed Sale of Maseve Mine

    VANCOUVER, BRITISH COLUMBIA and JOHANNESBURG, SOUTH AFRICA--(Marketwired - Sep 6, 2017) - Platinum Group Metals Ltd. (TSX:PTM)(NYSE American:PLG)(NYSE MKT:PLG) ("Platinum Group" "PTM" or the "Company") announces that it has entered into a term sheet (the "Term Sheet") to sell Maseve Investments 11 Proprietary Limited ("Maseve") to Royal Bafokeng Platinum Limited ("RBPlat") in a transaction valued at approximately US$74.0 million, payable as to US$62.0 million in cash and US$12.0 million in RBPlat common shares. RBPlat has today published its own news release regarding this transaction. Maseve is the operating and holding company for the Maseve Mine, located on the Western Limb of the Bushveld Complex near Rustenburg, South Africa. The Company owns an indirect 82.9% equity interest in Maseve. The cash proceeds of the sale will be used to repay debt. Looking forward the Company plans to focus on its large-scale Waterberg project, a palladium dominant development asset where the majority of the Company's mineral reserves and resources are located.

    The Maseve sale transaction is to occur in two stages:

    RBPlat is to pay Maseve US$58.0 million in cash to acquire the concentrator plant and certain surface assets of the Maseve Mine, including an appropriate allocation for power and water (the "Plant Sale Transaction"). Maseve will retain ownership of the mining rights, power and water rights as well as certain surface rights and improvements. The payment to be received by Maseve will be remitted to the Company's South African subsidiary, Platinum Group Metals (RSA) (Pty) Ltd. ("PTM RSA"), in partial settlement of loans due to PTM RSA. This first payment due from RBPlat is conditional upon the satisfaction or waiver of certain conditions precedent, including but not limited to the negotiation and execution of definitive agreements, the approval, or confirmed obligation, of the holder of the remaining 17.1% equity interest in Maseve, Africa Wide Mineral Prospecting and Exploration Proprietary Limited, the approval of PTM's secured lenders, the approval of the South African Competition Commission ("Competition Approval") and completion of due diligence which may result in additional conditions. Closing of the Plant Sale Transaction is anticipated in two to three months.
    RBPlat is to pay PTM RSA US$7.0 million in common shares of RBPlat plus approximately US$4.0 million in cash to acquire PTM RSA's remaining loans due from Maseve, and is to pay PTM RSA and Africa Wide, in proportion to their respective equity interests in Maseve, a further US$5.0 million by way of issuance of common shares of RBPlat to acquire 100% of the equity in Maseve (the "Share Transaction" and collectively with the Plant Sale Transaction, the "Maseve Sale Transaction"). The second stage of the transaction is conditional upon implementation of the Plant Sale Transaction and, among other conditions, obtaining all requisite regulatory approvals including but not limited to the Minister of Mineral Resources granting consent to the transfer of the Maseve mining right to RBPlat in terms of section 11 of the Mineral and Petroleum Resources Development Act ("Ministerial Consent"). The Company estimates Ministerial Consent may be obtained during calendar 2018.

    The RBPlat common shares to be issued pursuant to the Share Transaction will be priced at their 30-day volume weighted average price of the RBPlat common shares on the Johannesburg Stock Exchange calculated on market close on the day preceding this announcement.

    RBPlat will be granted a management contract for the Maseve Mine and for carrying out care and maintenance services during the period between the date of grant of the Competition Approval and the date of Ministerial Consent. The Company will be responsible for 50% of care and maintenance costs after Competition Approval until the earlier of the date of Ministerial Consent and the date upon which RBPlat utilizes the surface infrastructure of the Maseve Mine for its own purposes. It is estimated that the Company will require approximately US$10.0 million in additional working capital to provide for its share of Maseve Mine costs until the Plant Sale Transaction is closed. The Company is working with its strategic advisors and current secured lenders on debt, equity and other strategic transactions for this financing.

    R. Michael Jones, President and Chief Executive Officer of Platinum Group, stated, "The sale of Maseve will allow Platinum Group to settle a substantial portion of its outstanding debt and focus on the advancement of its large-scale Waterberg Project. We do believe we have settled upon terms which will benefit both companies and all stakeholders. RBPlat owns and operates the adjoining Bafokeng Rasimone Platinum Mine and is the logical buyer for the Maseve Mine. The future integration of the Maseve Mine into RBPlat's operations is expected to bring benefits to local communities, both directly in terms of job creation and corporate social investment, and indirectly through the associated benefits of economic activity in the region."

    PTM's proceeds from the sale of Maseve and the Maseve Mine are to be repaid to secured lenders who are collectively owed approximately US$89.0 million in principal and accrued interest. Negotiations to settle or restructure the balance of amounts due and a termination fee are ongoing. The Company's secured lenders are working closely with the Company.

    Read more at www.stockhouse.com/news/press-release...
  8. smith&jones 6 september 2017 15:06
    Blijft over... een corruptie wegzinkende land, en mining sector...
    Nu wordt Maseve in arren moede maar verkocht voor peanuts, niets komt meer van de grond, laat staan Waterberg, dat komt straks ongetwijfeld voor bijna niets in handen van een vriendje van Zuma-Gupta en die krijgt het vervolgens totaal niet voor elkaar.

    S&J.
  10. forum rang 10 DeZwarteRidder 6 september 2017 15:29
    quote:

    seadoc schreef op 6 september 2017 15:15:

    de verlieslatende component is er nu wel uit.
    Waterberg heeft veel resources. Zuid-Afrika is natuurlijk een enrom groot risico, maar ja zo zijn er meer. DRC is ook niet alles..
    Waarom is Maseve eigenlijk mislukt en waarom zou Waterberg wel moeten lukken?
  11. seadoc 6 september 2017 15:36
    Waterberg, ik zeg niet dat het lukt, maar het heeft potentie:
    The Waterberg deposit contains inferred and indicated resources of 35.69 million toz 4E (platinum, palladium, rhodium, gold). According to the October 2016 PFS, the mine should cost $1.06 billion and it should produce 744,000 toz 4E (472,000 toz palladium, 222,000 toz platinum, 45,000 toz gold, 6,000 toz rhodium), 11 million lb copper and 12 million lb nickel per year. The total mine-site after credit cash costs should equal $248/toz 4E and it should be $481/toz, after the smelter and transportation costs are included. The feasibility study should be completed by the end of 2017.
  12. seadoc 6 september 2017 15:39
    Maseve, 1 zooi:
    The Platinum Group Metals' (PLG) Maseve mine startup has turned into a disaster story. Although the mine started operations in January 2016 and the first concentrate was produced in February 2016, the ramp-up process was a total failure. The projected capacity of the mine is 275,000 toz 4E per year, which equals to 22,917 toz per month. The chart below shows the actual monthly production volumes between September 2016 and May 2017. As can be seen, the actual production volumes have hardly reached 10% of the projected full capacity (the green line). Moreover, they haven't approached even the revised 2017 production guidance of 100,000-120,000 toz 4E (9,167 toz per month) (the blue line).

    Source: own processing, using data of Platinum Group Metals

    In the recent news release, the management admitted that the chosen mining method is not suitable and it will have to use a hybrid mining method:

    In July, 2017 the Company undertook a restructuring of mine operations. The restructuring aims to reduce ongoing costs and achieve positive, sustainable cash flows as soon as possible utilizing the established infrastructure currently in place at the Maseve Mine. The main mining method will transition from higher volume bord and pillar mining to a hybrid mining method, consisting of mechanized access drives using the mine's current equipment and conventional hand-held methods for stoping. Currently, active mining has been temporarily suspended, while contractor activity and labour is restructured.
  13. forum rang 10 DeZwarteRidder 6 september 2017 15:42
    quote:

    seadoc schreef op 6 september 2017 15:36:

    Waterberg, ik zeg niet dat het lukt, maar het heeft potentie:
    The Waterberg deposit contains inferred and indicated resources of 35.69 million toz 4E (platinum, palladium, rhodium, gold). According to the October 2016 PFS, the mine should cost $1.06 billion and it should produce 744,000 toz 4E (472,000 toz palladium, 222,000 toz platinum, 45,000 toz gold, 6,000 toz rhodium), 11 million lb copper and 12 million lb nickel per year. The total mine-site after credit cash costs should equal $248/toz 4E and it should be $481/toz, after the smelter and transportation costs are included. The feasibility study should be completed by the end of 2017.
    Het klinkt als Wellgreen, maar dan veel kleiner en in het verkeerde land.
  15. forum rang 10 DeZwarteRidder 6 september 2017 15:48
    The Waterberg Project
    Resources and Reserves

    The ownership structure consists of Platinum Group (45.65% directly), JOGMEC (28.35%), and BEE partner Mnombo Wethu Consultants (26%). As a result of Platinum Group’s 49.90% ownership in Mnombo the Company has a direct and indirect 58.62% overall interest in the project. Platinum Group is the operator.

    The Waterberg Project represents a large system containing multiple, thick mineralized layers between 3 and 70 metres in thickness that will likely be amenable to low cost mechanized mining methods. A pre-feasibility study was published on October 19, 2016 including updated reserves and resources. Highlights of the PFS include:

    Validation of the 2014 Waterberg Preliminary Economic Assessment ("PEA") results for a large scale, shallow, decline accessible, mechanized platinum, palladium, rhodium and gold ("4E") mine.
    Annual steady state production rate of 744,000 4E ounces in concentrate.
    A 3.5 year construction period.
    On site life-of-mine average cash cost of US$248 per 4E ounce including by-product credits and exclusive of smelter discounts.
    After-tax Net Present Value ("NPV") of US$320 million, at an 8% discount rate, using three-year trailing average metal prices.
    After-tax NPV of US$507 million, at an 8% discount rate, using investment bank consensus average metal prices.
    Estimated capital to full production of approximately US$1.06 billion including US$67 million in contingencies. Peak project funding estimated at US$914 million.
    After-tax Internal Rate of Return ("IRR") of 13.5% using three-year trailing average price deck.
    After-tax IRR of 16.3% at investment bank consensus average metal prices.
    Probable reserves of 12.3 million 4E ounces.
    Indicated resources updated to 24.9 million 4E ounces (2.5 g/t 4E cut-off) and deposit remains open on strike to the north and below a 1,250 meter arbitrary depth cut-off.

    The size and scale of the Waterberg Project represents a significant alternative to narrow width, conventional, deep Meresnky and UG2 mining on the Western and Eastern Limbs of the Bushveld Complex. A Preliminary Economic Assessment (PEA) on the original Waterberg JV was completed and announced in February, 2014. A Pre-Feasibility Study on the Waterberg Project was announced on October 19, 2016
  18. forum rang 10 DeZwarteRidder 6 september 2017 15:57
    Wellgreen Platinum is a Canadian mining exploration and development company focused on the active advancement of its 100% owned Wellgreen platinum group metal (PGM) and nickel project, located in the Yukon Territory, Canada. The project is accessible from the paved Alaska Highway, which leads to year-round deep sea ports in southern Alaska. This large, unique and world class asset hosts 2 billion pounds of nickel, 1 billion pounds of copper and 6 million ounces of PGMs and gold in the measured and indicated categories covering only 2.8 km of an 18km strike length land package.

    The Company is led by a management team with a track record of successful large scale project discovery, development, financing and operation. Our vision is to create value for our shareholders through development of the Wellgreen deposit into a leading North American PGM and nickel producer.
  19. seadoc 6 september 2017 16:05
    www.platinumgroupmetals.net/projects/...

    Waterberg is dus een stuk groter, maar ja, dan heb je het nog niet grond.
    In de Yukon staan ze klaar om een weg aan te leggen om het mijnen mogelijk te maken in Zuid Afrika staan ze klaar om een weg aan te leggen om het goud/platinum/palladium in te pikken.
  20. forum rang 10 DeZwarteRidder 6 september 2017 16:09
    quote:

    seadoc schreef op 6 september 2017 16:05:

    www.platinumgroupmetals.net/projects/...

    Waterberg is dus een stuk groter, maar ja, dan heb je het nog niet grond.
    In de Yukon staan ze klaar om een weg aan te leggen om het mijnen mogelijk te maken in Zuid Afrika staan ze klaar om een weg aan te leggen om het goud/platinum/palladium in te pikken.
    Ik denk ook dat hun Zuid-Afrikaanse partners geen cent kunnen investeren en dat PGM alles moet ophoesten.
25 Posts
Pagina: 1 2 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Indices

AEX 860,01 -0,62%
EUR/USD 1,0652 +0,08%
FTSE 100 7.895,85 +0,24%
Germany40^ 17.697,50 -0,78%
Gold spot 2.392,48 +0,55%
NY-Nasdaq Composite 15.601,50 -0,52%

Stijgers

WDP
+3,12%
Kendrion
+2,92%
EBUSCO...
+2,67%
Vopak
+2,61%
NX FIL...
+2,17%

Dalers

JUST E...
-5,11%
TomTom
-4,68%
Fugro
-4,30%
ASMI
-4,00%
BESI
-3,64%

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links

Meld u aan voor de dagelijkse Beursupdate

Dagelijks een update van het laatste beursnieuws en beleggingskansen in uw mailbox!