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Nevsun heeft koper, zink en veel cash
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www.miningweekly.com/article/nevsun-s... Nevsun snubs C$1.5bn Lundin Mining, Euro Sun offer 4 times
VANCOUVER (miningweekly.com) – Canadian base metals producer Nevsun Resources remained mum on Monday regarding a C$1.5-billion unsolicited offer disclosed by suitors Lundin Mining and Euro Sun Mining on Monday. Toronto-based Lundin said that it had been unable to successfully engage Nevsun in “meaningful discussions” after several attempts. "After months of attempting to reach an agreement, we are disappointed that Nevsun has prevented its shareholders from considering our premium proposals and at this point in time, we believe that all Nevsun shareholders should be made aware of this opportunity. We remain fully committed to negotiating a transaction with Nevsun under the very attractive terms proposed,” Lundin president and CEO Paul Conibear said. According to Lundin, it first submitted a proposal to Nevsun on February 7, and a further proposal on February 25, both of which were rejected. On April 3, Lundin submitted a proposal to Nevsun to acquire Nevsun's European assets, including the Timok project, in Serbia, for cash and shares, which was also rejected. Since then, Lundin has found a partner to lead the acquisition of 100% of Nevsun at a significant premium, and submitted a new offer on April 30. That proposal would allow Nevsun shareholders to continue to benefit from the advancement of the Timok project and from Lundin’s operations, as well as maintain material exposure to the Bisha mine, in Eritrea, as shareholders of Euro Sun and benefit from Euro Sun’s 100%-owned Rovina Valley gold/copper project, in the Tethyan Belt of Romania. This offer too was rejected by Nevsun on Monday, prompting the public outing of the corporate pursuit. Under the combined Lundin and Euro Sun offer, Nevsun was valued at about C$1.5-billion – a 30% premium over Nevsun’s TSX-quoted market capitalisation of C$1.15-billion as at market close on Monday. Nevsun did not respond to Mining Weekly Online’s request for comment by the time of publication. Under the most recent combined deal, Lundin and Euro Sun believed that they have identified a way to create significant value by offering C$5 per Nevsun share consisting of C$2 in cash funded by Lundin and C$2 in shares of Lundin, plus C$1 in shares of Euro Sun. Under that proposal, Lundin would own the European assets of Nevsun, including the Timok project, and Euro Sun owning the remainder of Nevsun including the Bisha mine and Nevsun's cash balance. The C$5-a-share value represents a 40% premium to Nevsun’s closing price on April 30; a 54% premium to Nevsun's 30-day volume weighted average price on the TSX for the period ended April 30; and a 92% premium to Nevsun's closing price of C$2.61 on the TSX on February 6, the day before Lundin made its initial overture to Nevsun. Conibear noted that the company’s significant experience in underground construction and mining, and track record of operating in Europe had previously demonstrated its ability to be a strong and reputable developer of the Timok project. “Given the significant near-term financing needs of the Timok project and our strong balance sheet, the timing is ideal for Lundin Mining to acquire the Timok project and bring it into production as soon as possible,” Conibear advised. The addition of an operating asset to Euro Sun’s portfolio is expected to substantially de-risk the development of the Rovina Valley gold/copper porphyry project, in Romania.
Overvloedgolf schreef op 28 november 2016 20:15 :
Vandaag artikel op Seekingalpha van Peter Arendas over Nevsun. Volgens hem gaat Lundin Mining binnenkort Nevsun overnemen. Lundin wilde het Timok-project graag hebben, maar viste achter het net omdat Nevsun het kocht. Nu heeft Lundin 2 miljard dollar in kas voor overnames, en de beurswaarde van Nevsun is maar 1 miljard dollar.
Ik heb aandelen Nevsun bijgekocht, ik wil die overnamepremie wel hebben! En mocht het niet doorgaan geen probleem, Nevsun is sowieso ondergewaardeerd.
En daar is Lundin weer..!!
CAD $5 will only be the beginning... This is just the beginning. CAS $5 is chump change. NSU would’ve gotten there easily on its own. There is no premium here (yet) for additional possible discoveries and improvements. I can wait years for Nevsun to go it alone and have a good chance at 8-10+. We have yet to see any hype or euphoria in NSU. These folks were accumulating stock in behind the scenes and now are probably looking to cash out. Since Nevsun didn’t take it seriously and couldn’t be bothered to let us or the market know then of course they felt the need...I will side with our current CEO who has arguably not done wrong by us...slow and steady will win the race here...this is just a distraction. Sell into the incoming liquidity/demand or hold for more and/or Nevsun to go it alone...which they can. Read more at www.stockhouse.com/companies/bullboar...
Nevsun Resources Ltd (NSU) Toronto 4.640 +0.820 +21.47%
voorlopig houden ze de boot even af. Ze willen, terecht, meer geld voor Timok en er zijn nog wel wat zaken:www.stockhouse.com/news/press-release...
seadoc schreef op 8 mei 2018 20:18 :
voorlopig houden ze de boot even af. Ze willen, terecht, meer geld voor Timok en er zijn nog wel wat zaken:
www.stockhouse.com/news/press-release... Dit bod heeft alleen een kans als Lundin Nevsun overneemt en dan Bisha doorverkoopt aan Euro Sun. Lundin heeft notabene 3 miljard klaar liggen voor overnames.
euro sun heeft geen centen, die kunnen alleen met aandelen betalen.
Overigens is euro sun ook weer een stan Bharti company. Gladde jongen...
seadoc schreef op 8 mei 2018 20:43 :
Overigens is euro sun ook weer een stan Bharti company. Gladde jongen...
Belo Sun, Sun Valley, Euro Sun, NevSun Toeval? Euro Sun wil Bisha én de cash van Nevsun. Lijkt erop dat ome Stan zélf de cash seizure heeft uitgevoerd bij Belo Sun... Agnico er min of meer uitgewerkt? S&J.
Stan is de zonnekoning. Ahum, mag wel wat zout op laatste opmerking.
Eight Capital's Comments LUN, show us the money, I like the following comments: From the Perspective of Nevsun Shareholders: NSU is BUY rated with a target price of C$4.75/sh. Our target is based on an 80/20 weighting of 1.0x our NAVPS and 5.0x FY18E/FY19E EV/EBITDA (discounted). Given that the Timok Upper Zone is a development stage project, our target price is still somewhat risk-adjusted. Our NAV and target price do not ascribe any value for NSU's interest in the Timok Lower Zone as the maiden resource estimate is not due to be released until mid-2018. • Valuation - In our NAV, we currently value the Timok Upper Zone at $1,003Mln (10% discount) and Bisha at $156Mln (8% discount). Including balance sheet items as at the end of Q1/18, our current NAV is C$5.44/sh. On a further derisked 8% discount basis under the current proposal, we would value Timok Upper Zone at $1,216Mln. At C$4.00 per NSU share, LUN is offering ~$940 mm for Timok Upper Zone or 0.77x our 8% discount valuation, and would essentially get the Timok Lower Zone interest for free (46% to NSU after completion of a Feasibility Study). Under these assumptions, we believe the Lundin offer is inadequate. At C$1.00 per NSU share, ESM is offering ~$235 mm for the rest of the company. Netting off $150 mm of cash at the end of Q1, ESM is offering ~$85 mm for the operating Bisha mine in Eritrea, which equates to 0.54x our Bisha valuation. On this basis, we believe that ESM's offer is inadequate. If we value Timok using an 8% discount rate and use a 1.0x - 1.2x NAV multiple to Timok Upper Zone and 1.0x NAV multiple to Bisha, we arrive at a valuation range of C$6.25/sh to C$7.25/sh. A 1.2x NAV multiple is typical for M&A in the base metal space and also would offer Timok Lower Zone optionality. tiger Read more at www.stockhouse.com/companies/bullboar...
... om nog even bij ome Stan te blijven... NSU staat dus officieel in de etalage: al een maand lang hebben Lundin et al toegang tot alle records mbt NSU. De stijging was merkwaardig klein gisteren, niemand gelooft er nu in kennelijk, wat best apart mag heten... S&J.seekingalpha.com/news/3353905-nevsuns... S&J.
The most recent confirmation of Forbes & Manhattan’s aptitude for excellence is demonstrated in Avion Resources and Crocodile Gold. Al in 2009 heeft forbes & Manhattan een asset van Nevsun overgenomen en succesvol naar de markt gebracht.www.metalsnews.com/spotlight.aspx?Art... Founded last year from an initial purchase of Nevsun’s Tabakoto/Segala mine in Mali, West Africa for $20 million, Avion and its ace team reoriented the setup into a producer for 2009 with a 2.7 million ounce resource with more than $15 million in liquid cash. Next year Avion is projected to produce more than 100,000 ounces of gold, with the potential to double that figure in the very near future. S&J.
Nevsun's no. 2 shareholder 'positively inclined' on takeover offer May 8, 2018 3:10 PM ET|By: Carl Surran, SA News Editor Nevsun Resources' (NSU +16.5%) second largest shareholder - M&G Investment Management, with a 9.5% stake - says it is “positively inclined” to the C$1.5B takeover proposal from Lundin Mining (OTCPK:LUNMF) and Euro Sun Mining (OTCPK:CPNFF) and NSU should engage more fully with the companies. Lundin was given exclusive month-long access to NSU’s data and the respeective CEOs have held repeated meetings on the understanding that Lundin would make a fair-priced, cash-and-share bid, but "to this day, they have failed to deliver," says NSU CEO Peter Kukielski. NSU would consider running a full sales process for Lundin if the company would submit a formal bid, but Euro Sun is “not an attractive partner” and has found it difficult to raise financing, Kukielski says. Now read: Nevsun's Timok Mine: A Monster In The Making »
4,17. Wat gaat Lundin doen? Nu meteen die Bisha mijn zelf maar er bij pakken en aan een Chinees doorzetten? De centen liggen klaar bij Bisha.
seadoc schreef op 2 juni 2018 11:13 :
4,17. Wat gaat Lundin doen? Nu meteen die Bisha mijn zelf maar er bij pakken en aan een Chinees doorzetten? De centen liggen klaar bij Bisha.
goed gezien op dit forum.katusaresearch.com/this-story-has-nev... This Story Has Never Been Told In Print: Speculating on the First Family in Mining
easy56 schreef op 2 juni 2018 11:22 :
[...]goed gezien op dit forum.
katusaresearch.com/this-story-has-nev... This Story Has Never Been Told In Print: Speculating on the First Family in Mining
believe Peter and the Nevsun team will try to bring a large investor in at the Timok asset level in addition to an offtake agreement. To make matters more complex, the Serbian government is looking to sell the Bor Mining and Smelting business this summer. Given the proximity to Timok, Bor would be the likely smelter. It’s feasible to think that a company like Zijin, Glencore or Rio Tinto could buy into both Nevsun while simultaneously acquiring the smelting complex. Peter will probably get his way and will build the mine. Time will tell if it was the right choice—either way, Katusa Research subscribers have a risk-free way to play Nevsun—which is by far the prudent way to play the current situation. Nevsun was a core copper holding in my portfolio. Me and my subscribers did very well on that pick. Two days ago, I published my thoughts on two more takeout candidates that I believe will see Nevsun type returns (or better). And I have my money where my mouth is. Regards, Marin
DeZwarteRidder schreef op 29 januari 2018 08:17 :
Zink in tien jaar niet zo duur
LONDEN (AFN/BLOOMBERG) - De prijs van zink stond maandag op de hoogste stand in meer dan tien jaar, na berichten dat de voorraden van het metaal stevig waren geslonken. Daarnaast bereikte de nikkelprijs zijn hoogste piek in drie jaar tijd. Dit was weer het gevolg van gunstige economische vooruitzichten en de impact van de zwakkere dollar.
Waar vind je vergelijkende grafieken van de metalen, ZR.
rationeel schreef op 2 juni 2018 11:52 :
[...]Waar vind je vergelijkende grafieken van de metalen, ZR.
Op Kitco.
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