EQ Resources WKN: A2QKE0 ISIN: AU0000122749 Kürzel: EQRLF Forum: Aktien Thema: Hauptdiskussion

Rudi, vielleicht stehe ich auf der Leitung: die Produktion wird voraussichtlich drastisch ansteigen, der Investor liebäugelt unter Umständen mir einer Übernahme i.V. m. Einem darauffolgenden Börsenausstieg/ Delisting. Solche Aktionen waren noch nie Highlights für die restlichen Aktionäre, da die Barabfindungen nie prickelnd waren. Sehe ich das richtig?

Das sind ja nicht meine Worte. Klar ist ein Delisting nicht gut für uns aber eine Möglichkeit die es zu bedenke gibt. Das hat ja Forrest alles schon gemacht. Jedoch schriebt er er will da nicht operativ eingreifen und es ist ein privates Investment. Wir werden sehen wie er zu seinem Wort steht. APT Rotterdam blieb gleich - wenn EQR Konzentrat erzeugt und verkaufen kann zu marktüblichen EX China kosten sollte zumindest das mit den Rekorden stimmen.

https://www.eqresources.com.au/site/pdf/10ba38d2-04bf-4e38-98b3-02b9ecacf865/Platform/ListPage/Quarterly-ActivitiesAppendix-5B-Cash-Flow-Report.pdf

Nichts wesentlich neues, außer dass jetzt cash (Flow) generiert wird

Das ist mal eine Meinung dazu Siehe oben 👆 Weiter Stimmen auf X spekulieren Andrew Forrest könnte bald ein Übernahmeangebot für EQR machen um es von der Börse zu nehmen?

Two days on from the Twiggy Forrest news and my conviction on $EQR.ax has only firmed up. ~$190m to become the largest shareholder in Australia’s biggest Western tungsten producer isn’t a trade, it’s a long-term position. Forrest now has tungsten on both sides of his portfolio: EQR the producer, and Greatland $GGP (Wyloo’s biggest holding) sitting on O’Callaghans, one of the largest high-grade tungsten deposits on the planet. The logical play writes itself: Consolidate that resource into EQR and build one tungsten champion with the ore $ the processing. Then the bigger prize. US defence demand, Trump cuts Chinese tungsten out & once Mt Carbine’s ramp delivers, a Nasdaq listing puts EQR in front of the capital that needs it the most. https://x.com/ftpcapital/status/2079727794444186044?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Ja, aber wie in dem Beitrag oben bereits geschrieben steht: * Die Chinesen wissen, wie sie geschickt zwischen Regulierung und * laissez-faire* jonglieren müssen, um maximal Profit und Marktbeherrschung zu festigen!

Ja das tut er

Vielen Dank, Rudi!Der Wolframmarkt zeigt allmählich immer mehr Bewegung. 🙂

https://www.theaustralian.com.au/business/andrew-forrests-personal-investment-firm-buys-190m-stake-in-tungsten-miner-eq-resources/news-story/a3934bac753e4dd91169ca57dfff5ca4

EQ Resources’ last market disclosure said its Spanish and Australian mines produced just over 28,000 tonnes of tungsten concentrate in the June quarter, with the company booking $79m in revenue. EQ is one of two ASX-listed companies that have benefited from the surge, along with Almonty Resources – valued at about $5.3bn by the market. But where Almonty is trading on multiples of around four times its expected earnings in two years time, EQ – which only recently began generating positive cash flow – is trading far lower multiples of its projected earnings. EQ runs mines at Queensland’s Mt Carbine, and in Spain. Dr Forrest’s buy-in also offers a profitable exit for US-based Oaktree Capital Management, which picked up its stake at 9c a share in 2023, investing $25m in the then-struggling company and paving the way for EQ’s acquisition of its Spanish tungsten mine. Shares in EQ Resources surged on the news of Dr Forrest’s stake in the company, closing up 34 per cent to 30c on Monday.

Andrew Forrest’s personal investment firm buys $190m stake in tungsten miner EQ Resources Billionaire Andrew Forrest has broken cover with his previously little know private investment vehicle, snapping up a $190m stake in critical minerals miner EQ Resources. Billionaire Andrew Forrest’s personal investment arm has broken out of its secretive shackles, taking a substantial stake in tungsten miner EQ Resources. The share package – worth about $190m at the company’s last traded price before the announcement – will give Dr Forrest a 16.8 per cent stake in EQ. It is, through a subsidiary, the first major public move for Dr Forrest’s private investment vehicle, Keith Grant and Scotty Black Pty Ltd. The company’s name is a reference to two stockmen close to the mining magnate during his formative years on his family’s Minderoo Station in the Pilbara. The group was formed in 2023, as Andrew and Nicola Forrest began carving out some of their investing activities after their separation. The head company in the group was formed in July 2023, only a few weeks before Mrs Forrest established her own investment vehicle, Coaxial Ventures, which took ownership of $1.1bn of Fortescue shares. Dr Forrest’s own private investment group also has a property arm, which reportedly bought $107m worth of coastal land in WA’s North Fremantle in 2024 – the site of a former Shell oil terminal, now under consideration for rezoning. He also used the group to buy almost $20m worth of property in the up-market Perth suburb of Cottesloe, which the mining magnate is now seeking to develop into apartments. The Australian understands that Dr Forrest also used the investment group to take a seed stake in US-based technology play Pacific Fusion, which is trying to develop a commercial nuclear fusion reactor. Which the personal investment arm is believed likely to own smaller shareholdings in other companies, the stake in EQ is the first time Dr Forrest’s personal investment arm has emerged as a substantial holder in the public company. The other major shareholdings controlled by the Forrest family – most notably their stake in iron ore miner Fortescue – are controlled by jointly-held investment groups such as Tattarang and Wyloo Metals. Dr Forrest’s investment in EQ fits neatly along with his public comments on his mining investment strategy, however. Tungsten is a key critical mineral on a growing list of concerns about non-Chinese supply for the US and allied governments. The dense metal is used for a variety of technology applications – electric vehicles, wind turbines, and medical equipment. It is used to harden drill bits, both for home uses and in industrial uses such as tunnel boring machines, as well as radiation protection in medical devices such as X-ray machines. It’s also used in missiles and drones and is one of the key minerals identified as critical for defence uses. China controls about 80 per cent of the global supply of refined tungsten and cracked down on exports of the metal in early 2025, sparking a sudden rally in prices of the metal – and the value of the companies that mine it. China’s export controls mean its own manufacturers pay far less for tungsten than those through the rest of the world, with publicly available spot markets suggesting the price of mined concentrate containing tungsten in China’s spot markets is about a third of those in Europe. The risk for non-Chinese producers is that export curbs could be relaxed. Prices of more than $US3000 a tonne for tungsten concentrate are more than enough to encourage construction of non-Chinese supply, though few new mines are likely to enter production in the immediate future – with the exception of a new Almonty operation ramping up in South Korea. But Chinese authorities have long been aware that high prices bring fresh competition, and analysts say any relaxation of export controls could rapidly bring down global pricing, though any immediate market flooding is seen as unlikely.

Problem bei Andi ist auch das er Firmen kauft und privatisiert. Wäre die Frage für welchen Preis und was der Shareholder dann bekommt. Aber Andi investiert als Privatperson The share package – worth about $190m at the company’s last traded price before the announcement – will give Dr Forrest a 16.8 per cent stake in EQ. It is, through a subsidiary, the first major public move for Dr Forrest’s private investment vehicle, Keith Grant and Scotty Black Pty Ltd.

Forrest Backs Tungsten as China Grip Sparks Concern https://miningdigital.com/news/forrest-backs-tungsten-as-china-grip-sparks-concern