SIBANYE GOLD Forum: Community User: Ehrengast

wieviel Unternehmen wollen die eigentlich noch aufkaufen? langsam wirds bitter...

sollte zusätzlich der goldpreis stark fallen bis ca 1100 dann knn ich mir hier sogar kurse um 0,60 vorstellen wahnsinn...mein ek 1,30

Was bedeutet die News genau? Sorry bin da bei diesem Thema schlecht informiert.

Harte Zeiten hier. Nur verlusttage

hehe :)

deupitu du hast gute Nerven - find ich gut hehe ;)

mann - letztes mal bei 0.92 nachgekauft - muss in dem fall nochmal ;)

keine guten news :(

2 Minenarbeiter in der Kloof-Goldmine getötet wegen durch Erdbeben verursachten Erdrutsch. Minenaktivität vorerst gestoppt

immer gern :)

Hallo Miles. Danke für die Infos!

Froneman auf der Mining Indaba in Kapstadt heute wörtlich: „However, the company hasn’t been able to find value-adding opportunities in gold and its focus on reducing debt means it won’t use “precious cash” for acquisitions, he said. And if the miner is to use equity, then Sibanye needs to achieve a “rerating” of its stock, Froneman said. That may involve reconsidering its stock-exchange listings.“ Auf Deutsch: Sibanye betrachtet den eigenen Aktienkurs derzeit als (mit 50_% Buchwert) so erheblich zu niedrig, dass man nun nach den Akquisitionen auf eine substantielle Verbesserung des Aktienkurses hinarbeitet

So: hier mal ein längerer Beitrag von heute mit Interviewausschnitten von Froneman. Wie immer aufschlussreich: Sibanye-Stillwater, a platinum group metals (PGMs) and gold miner, will give itself a three-year breather to reduce debt and lift its share price so that it can once again look seriously for growth after a heady spell of expansion in PGMs that make it one of the world’s leading players in the metals. Sibanye, which will vault into second place of global platinum producers once it has completed the all-share takeover of Lonmin, the world number three platinum miner, has stretched its balance sheet to the maximum, loading it with debt to fund the $2.2bn cash purchase of the US’s Stillwater Mining, a palladium and platinum miner. While its shares have outperformed those of its South African gold and platinum peers, Sibanye’s market capitalisation is half of the firm’s enterprise value, something that will change as it repays debt and restores its balance sheet, CE Neal Froneman said on the sidelines of the African Mining Indaba in Cape Town. "We can’t use cash to do mergers or acquisitions because we are highly geared as it is and our primary focus is to deleverage our balance sheet. Until our shares rerate we will find it very difficult to use equity," he said. "Lonmin was one of the few cases where our shares traded at a significant premium to the target, but you won’t find that in North America. It will be difficult to find that," he said. Sibanye is casting its gaze to the Americas in the hunt for gold and silver, but it is in no rush to pursue another deal just yet and won’t rush into another transaction, he said. "We are not deal addicts," said Froneman. He said Sibanye had told the market and investors of a four-stage entry into platinum, which it duly acted on, buying Aquarius Platinum, the Rustenburg mines from Anglo American Platinum, Stillwater and then finally Lonmin, which gives it smelters and refineries. "I think investors are now seeing the smartness of the deals we’ve done. "When we first did deals they’d say ‘what the hell are you doing, this doesn’t make sense’. Now they’re saying ‘this is smart’." And so our credibility for doing smart deals has improved," Froneman said.

Ich kaufe immer nach fahre ganz gut damit

@Moritz Ich kaufe nicht während es fällt, sondern nach Bodenbildung, wenn sie wieder dreht! Andersrum wäre blöd weil sie ja weiter fallen könnte. Sowieso alles unter 1€ ist extrem günstig.

Hatte die letzten Tage zu tun. Sobald ich bischen Zeit hab schreib ich euch ein paar nette Sachen, u a Statement von Froneman Goldbaron - richtige Einstellung :)