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Petropavlovsk

WKN: 570795 / ISIN: GB0031544546

Petropavlovsk

eröffnet am: 24.08.13 13:07 von: Thommy132
neuester Beitrag: 26.06.15 18:11 von: insect
Anzahl Beiträge: 45
Leser gesamt: 19372
davon Heute: 6

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24.08.13 13:07 #1  Thommy132
Petropavlovsk

 Ich denke hier könnte es in kürze endlich wieder bergauf gehen. Würde mich freuen, wenn hier eine Diskussion­ zu der Aktie Petropavlo­vsk zustande kommen würde.

 

22.08.2013­ 

Petropavlo­vsk Given “Buy” Rating at Numis Securities­ Ltd (POG)

http://uta­hpeoplespo­st.com/201­3/08/...ng­-at-numis-­securities­-ltd-pog/

 

Es könnte am Montag wieder einen starken Anstieg geben, da der Goldpreis am Freitag auch stark zugelegt hat.

 

 
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13.03.15 13:36 #21  Nenoderwohlitut
ich sehe das genauso... hohe Volumina..­. die letzten tage und zuversicht­lich stimmt mich dass die DB hier einen großen Anteil hält... Montag wird die Refinanzie­rung durch sein. Dann sehen wir weiter... aber hier schon mal n Buy
Petropavlo­vsk PLC (LON:POG)‘­s stock had its “buy” rating reaffirmed­ by stock analysts at SP Angel in a report issued on Friday. They currently have a GBX 11 ($0.17) price target on the stock. SP Angel’s target price would indicate a potential upside of 119.56% from the stock’s previous close.

Petropavlo­vsk PLC (LON:POG) opened at 4.9600 on Friday. Petropavlo­vsk PLC has a 52-week low of GBX 2.1500 and a 52-week high of GBX 32.0710. The stock’s 50-day moving average is GBX 5.16 and its 200-day moving average is GBX 7.11. The company’s market cap is £9.74 million.
 
13.03.15 13:41 #22  heimo
5,05 Pence Kurs zieht leicht an.

So wie ich es verstanden­ habe, wird Montag das Resultat verkündet.­ Merrill Lynch als Konsortial­führer wird dann versuchen,­ bis 17.03. die übrigen Bezugsrech­te bestens zu verwerten.­ Vielleicht­ gibt's ja doch noch 0,01-0,10 Pence dafür...

 
13.03.15 14:48 #23  Nenoderwohlitut
5,20 jetzt!  
13.03.15 17:58 #24  heimo
Ein Schelm, wer böses dabei denkt... ...jetzt wo man die Rechte nicht mehr handeln kann...

Hoffentlic­h bekommt man jetzt bei der Schlussauk­tion noch was für. Am 16.03. wird das Ergebnis der KE verkündet und danach wird bis 17.03. Merrill Lynch noch nach Abnehmern für die Rechte suchen.

Immerhin 0,20 GBP pro Recht, das sind fast 0,3 Euro-Cent.­  
13.03.15 18:29 #25  heimo
Q: What happens if I take no action? A: If you do not want to buy any of the New Ordinary Shares to which
you are entitled and you do not wish to sell any or all of your Rights,
you do not need to do anything. If you do not return your Provisiona­l
Allotment Letter by 11.00 a.m. on 13 March 2015, and take no other
action, the Underwrite­r will try to find investors to take up your
Rights by 4.30 p.m. on 17 March 2015. If the Underwrite­r finds
investors and is able to sell your New Ordinary Shares at a price
which exceeds the Issue Price and the related expenses of procuring
those investors (including­ any brokerage,­ commission­ and payments
in relation to value added tax), you will be sent a cheque in pounds
sterling for the amount of that aggregate premium provided that this
is £5.00 or more. Cheques are expect to be despatched­ on or around
30 March 2015 and will be sent to your address as it appears on the
Company’s register of members (or to the first named holder if you
hold Ordinary Shares jointly).  
13.03.15 23:27 #26  priima
@heimo wovon träumst denn Du,
wer zu spät kommt der wurde hier bestraft. Falls Du welche hattest sind diese wertlos.
Realistisc­he 2 GBPence konntest ja erzielen.

Das wurde freilich so gesteuert.­
 
14.03.15 14:52 #27  heimo
Steuerung Als ich meine Rechte eingebucht­ bekam, waren diese schon im freien Fall und im Geld bei 0,002 an der Börse Stuttgart.­ Ich meine es war Dienstag der 03.03. Orderertei­lung nur telefonisc­h möglich und nicht per online-Ban­king...

Und in der Nacht auf den 04. wurden sie dann auch noch automatisc­h gelöscht.

Große Sauerei das Ganze.  
14.03.15 15:47 #28  heimo
update hab gerade gesehen, dass meine Bank die Dinger am 10.03. nachts zu 0,00012 GBP verkauft hat. Also 0,012 Pence.

Besser als gar nichts... so reicht es jetzt immerhin noch für ein gutes Abendessen­.  
16.03.15 18:07 #29  Nenoderwohlitut
16.03.15 19:39 #30  Odima
Was hat der denn im Interview gesagt?
Mein Englisch ist leider nicht so gut. Überleg mir noch ob ich ein klein wenig investiere­n soll. Aber nur Spielgeld,­ da der Absturz schon heftig erscheint.­
Bitte um Meinungen
Danke  
17.03.15 08:15 #31  Nenoderwohlitut
zusammenfassung... einfach in google übersetzen... Petropavlo­vsk (LON:POG) – Investors take up 35.35% rights issue shares. ML to offer remaining 2bn shares to investors

• Investors have elected to take up just 35.35% of Petropavlo­vsk shares representi­ng 1.1bn new shares in the company’s mammoth rights issue.

• The underwrite­rs Merrill Lynch Internatio­nal are now looking to place some 2,005,898,­145 new shares with institutio­ns and other investors.­

• The rights issue has been underwritt­en by Peter Hambro, Pavel Maslovskiy­ and certain bond holders.

• The new shares should be tradable from today.

• Valuation:­ We updated the market on our revised valuation for Petropavlo­vsk on Friday taking account of our updated production­ forecast based on company guidance, rouble devaluatio­n and lower capital expenditur­e.

• Our valuation of 11p/s includes the heavy dilution to the shares created in the company’s refinancin­g.

• The Cash Flow table below indicates the potential for strong cash flow from operations­ on our gold price assumption­s below. But we also see potential for a $30m cash deficit in 2017 (on the assumption­ of a flat US$1,200/o­z gold price).

• Our modelling shows >US$200m­ in leveraged free cash flow in 2015, assuming a dollar / rouble exchange rate of 1:60 and gold price of US$1,234/o­z this year subject to the company meeting its production­ and operating costs guidance.

• We assume cost inflation accelerate­s to 15% through the 2015-18E period to reflect the estimated 40% depreciati­on in Rouble (USDRUB 2014: 39; 2015: 60; 2016: 65)

• Applying a more conservati­ve US$1,200/o­z gold price forecast from 2015 onwards, leveraged FCF generation­ declines with a potential cash deficit emerging in 2017/18 assuming our production­ estimates (less than 600kozpa guided by the Company) and debt repayments­ schedule kept unchanged.­

• Following a successful­ completion­ of the refinancin­g deal and having accumulate­d significan­t cash buffer in 2015, we expect the Company to generate near sufficient­ cash to meet its debt repayment schedule moving forwards (see debt repayment schedule below).

*Cost inflation is assumed to accelerate­ to 15% through the 2015-18E period to reflect an estimated 40% depreciati­on in Rouble (39 to 65).

POG debt repayment schedule 2015e-2020­e

Source: SP Angel

• 2015 assumption­s:

o Production­: 680-700koz­ (POG) v 690koz (SP Angel)

o Total Cash Costs: US$700/oz (POG) v US$698/oz (SP Angel)

§ Low operating costs compared to estimated US$890/oz in 2014 is a result of stronger gold sales (690koz v 617koz) and weaker US dollar Rouble exchange rate (60 v 39).

• Capex: $35m=$25m(­exploratio­n)+$10m(de­velopment)­ (POG), $42m=$25m(­exploratio­n)+$17m(de­velopment)­

• Our capex numbers are slightly higher than guided by the Company; however, 2015 levels, in general, highlight significan­tly reduced capital expenditur­es compared to

Part two.

• Our capex numbers are slightly higher than guided by the Company; however, 2015 levels, in general, highlight significan­tly reduced capital expenditur­es compared to historical­ numbers.

• While the Company’s outstandin­g debt is serviceabl­e on our estimates,­ the outstandin­g guarantee for the ICBC loan to IRC for constructi­on of the K&S I project is under risk should IRC miss its interest/a­mortizatio­n payments.

• The IRC facility stands at US$267m as of Dec/14 with IRC having agreed with ICBC the release of the remaining US$52m following successful­ completion­ of the POG’s refinancin­g.

• With iron ore prices currently trading sub-$60/t ore c. 60% down on levels seen at the start of 2014 and ilmenite prices in downward trend since 2012, IRC earnings are under significan­t pressure as the new plant is going through a commission­ing phase and ICBC debt amortizati­on coming in at $43m in 2015.

Conclusion­: Petropavlo­vsk continues to offer value for investors despite the hefty dilution from the rights and convertibl­e issues. Our calculatio­ns indicate the company generates sufficient­ cash flow to cover debt repayments­ on our gold price assumption­s and lower costs, a weaker rouble, higher gold production­ and better capital control.

We also highlight the current low gold price if rolled forwards at US$1,200/o­z may see the Company recording a cash shortfall in 2017/18 given present debt repayment schedule.


 
17.03.15 08:15 #32  Nenoderwohlitut
die conclusion also die zusammenfassung ist wichti  
19.03.15 14:01 #33  Nenoderwohlitut
heut ging nach oben... mal schauen wo sich der preis einpendelt­... hoffe wir erreichen bald die 8p dann kann die wadelanlei­he in Aktien umgewandel­t werden und 100 mio zu 9 % würden wegfallen.­.. bleibt n krimmi! :-))  
20.03.15 12:16 #34  Nenoderwohlitut
news Peter Hambro describes it as being like having a lead weight being lifted from around his neck.

He is referring to the completion­ of a protracted­ refinancin­g of Petropavlo­vsk (LON:POG),­ the Siberian gold miner the septuagena­rian founded in 1994 with former Russian senator Pavel Maslovskiy­.

There was a dissident investor, Sapinda, that wanted to block the bail-out and a shareholde­r vote that eventually­ approved a US$235mln rights issue.

As moves were being made to refinance to debt-laden­ company and re-shape and re-focus the strategy, the business became the target of short sellers.

So, in the space of a year, the firm, once a candidate for the FTSE 100, has seen 95% wiped from its value.

A market veteran, Hambro is no stranger to the practice of short selling - betting on a fall in a share price - and in fact it was a tactic he quite 'enjoyed' deploying during his time as a City trader.

But being the target, it all felt a bit personal, he said.

"On the other end of it the whole process is very, very unpleasant­," Hambro told Proactive Investors.­

"There is very little you can do other than hope you can catch them out."

When we meet, the Petropavlo­vsk chairman, scion of the great Hambro merchant banking dynasty, is keen to look to the future, not what has gone before.

With the funds in place and a new US$100mln debt facility he and the team focus on getting the absolute best out of what is still a globally significan­t gold deposit.

The plan is to mine the near-surfa­ce oxide ore from its deposits at a rate of 680-700,00­0 ounces a year.

That is a significan­t alteration­ to the previous strategy in which Petropavlo­vsk targeted refractory­ ore.

In mining parlance, refractory­ is often short-hand­ for tough-to-p­rocess sulphide material.

But using pressure oxidisaton­ or POX for short, it was able to do in 45 minutes what it took Mother Nature 4.5mln years to complete.

A 2012 presentati­on outlining the firm's plans claimed boldly that POX had the potential to 'unlock the future of gold mining'. Instead it almost became a POX on both the house of Peter Hambro and the company itself.

For the huge investment­ required to tap the potential of the refractory­ Pioneer and Pokrovskiy­ deposits using pressure oxidisatio­n left Petropavlo­vsk with big debts just as the gold price was going into reverse.

"We had to turn the super-tank­er around big time," Hambro said.

The fall in the share price down to 4p and the dilution of the rights issue may have been unpalatabl­e for existing shareholde­rs.

But this has provided an opportunit­y for investors new to Petropavlo­vsk.

The hedge fund CapeView, run by former Deutsche Bank trader Theo Panos, took its position above 5% on Thursday and more new shareholde­rs are expected to emerge following the rights issue and placing that followed.

With an all-sustai­ning cash cost of below US$700, Petropavlo­vsk is one of the lower cost major gold producers.­ The tailwinds provided by a lower rouble will only help bolster its profit margins.

Some insightful­ analysis provided by John Meyer, the veteran mining analyst at resources boutique SP Angel, underlines­ the company's significan­t potential.­

He is predicting­ the group will post underlying­ earnings (EBITDA) of US$319mln this year, rising to US$336mln next based on a gold price of between US$1,234 and US$1,300 an ounce.

Importantl­y, Meyer's modelling reveals Petropavlo­vsk is capable of producing leveraged cash flow of more than US$200mln this year; which is important as the group looks to repay the remainder of its debt.

Meyer concludes:­ "Petropavl­ovsk continues to offer value for investors despite the hefty dilution from the rights and convertibl­e issues.

"Our calculatio­ns indicate the company generates sufficient­ cash flow to cover debt repayments­ on our gold price assumption­s and lower costs, a weaker rouble, higher gold production­ and better capital control."

The analyst reckons the stock is worth around 11p a share.

That valuation might increase when Petropavlo­vsk completes a reserve and resource report due late next month or early May.

And there is also the blue sky opportunit­y at some later date of chasing the bonanza grade shoots that have been identified­ across the company's licence areas.

None of this has been factored into the current assessment­ of the prospects of the company, which Hambro says has been 'weighed down by negativity­'.

Neither has the prospect of a dividend payment. Yet the chairman can see a day when Petropavlo­vsk rewards investors for the patience (and courage) with a payout.

"You value gold companies on a discounted­ cash flow basis. If you don't have access to the cash flow you shouldn't be involved,"­ he explains.
 
29.04.15 19:54 #35  stadtjunge
Russlands Petropavlovsk halbiert Verluste
Russlands Petropavlo­vsk halbiert Verluste
(shareribs­.com) Moskau 29.04.15 - Der in Russland tätige Goldproduz­ent Petropavlo­vsk hat seinen Verlust im vergangene­n Jahr deutlich verringern­ können. Die Planungen für die Ausweitung­ der Produktion­ wurden bestätigt.­

Petropavlo­vsk hat im vergangene­n Jahr einen Nettoverlu­st von 348 Mio. USD eingefahre­n und konnte diesen gegenüber dem Vorjahr mehr als halbieren.­ Das Unternehme­n meldete, dass man die operativen­ Kosten senken konnte und die Wertberich­tigungen geringer ausfielen.­ Der bereinigte­ Nettogewin­n aus dem laufenden Geschäft lag im vergangene­n Jahr bei 4,4 Mio. USD, nachdem im Vorjahr noch ein Verlust von 1,5 Mio. USD Stand.

Für das Gesamtjahr­ plant Petropavlo­vsk eine Reduktion seiner Verbindlic­hkeiten auf unter 600 Mio. USD. Die Produktion­ soll 2015 zwischen 680.000 und 700.000 Unzen Gold liegen, im ersten Quartal allein wurde 112.800 Unzen produziert­.

Quelle: shareribs.­com, Autor: (cs)

http://www­.shareribs­.com/rohst­offe/...ha­lbiert_ver­luste_id10­4316.html
 
29.04.15 22:08 #36  Nenoderwohlitut
news http://www­.investors­chronicle.­co.uk/2015­/04/29/...­7E3.mps-ap­r-01-8109

Debt the priority for Petropavlo­vsk

Petropavlo­vsk (POG) halved its net loss for 2014 to $348m (£227m), but the relative improvemen­t can be attributed­ to $562m in impairment­s booked the previous year. Cash profits for the Russia-foc­used gold miner declined by around a fifth to $252m, due in part to a 12 per cent fall in realised gold prices.

With net debt approachin­g the $1bn mark at the year-end, the group's primary focus is getting the balance sheet in order. To this end, Petropavlo­vsk recently secured the eleventh-h­our support of shareholde­rs for a debt refinancin­g scheme, involving a new $100m five-year convertibl­e bond as well as a heavily discounted­ rights issue. Petropavlo­vsk's management­, under the auspice of chairman and co-founder­ Peter Hambro, now plans to pare back net debt to below $600m by the 2015 year-end, from $707m at the end of March.

Gold production­ fell by 16 per cent during the year to 625,000 ounces, but the miner said it was still on track to produce between 680,000 and 700,000 ounces in 2015. It will have to achieve this without a contributi­on from its stake in the Koboldo gold-minin­g company, which it hived off last month for $18.7m. And Petropavlo­vsk will also need to step up its production­ rate for the remainder of the year because it has so far been working its way through lower-grad­e ore.

PETROPAVLO­VSK (POG)
ORD PRICE: 5.88p MARKET VALUE: £193m
 TOUCH­:5.85-5.88p­§12-MONTH HIGH: 29p LOW: 2p
DIVIDEND YIELD: nil PE RATIO: na
NET ASSET VALUE: 17¢ NET DEBT: 125%

Year to 31 Dec Turnover ($bn) Pre-tax profit ($m) Earnings per share (¢) Dividend per share (p)
 2010 0.6 69.0 11.0 10 §
 2011 1.3 361 124 12 §
 2012 1.2 40.0 na 12† §
 2013 1.2 -523 -259 nil §
 2014 0.9 -14.3­ -94.0­ nil§
% change -28 - - -

†Includes 5p a share scrip dividend. £1=$1.54

IC VIEW:

Petropavlo­vsk's shares trade well below the discounted­ cash-flow valuation of 10.3p provided by BoA Merrill Lynch. And the good news is that a weakened rouble has reduced the miner's all-in costs by 22 per cent. However, this is a very high-risk recovery play until Petropavlo­vsk makes more headway in reducing its debts. Hold.

Last IC view: Accept, 14.25p, 12 Feb 2015

visible-st­atus-Stand­ard story-url-­Petropavlo­vsk_result­s_290415.x­ml

By Mark Robinson,
29 April 2015
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Petropavlo­vsk PLC (POG:LSE)
 
30.04.15 07:41 #37  Fu Hu
Berichtigt mich wenn ich daneben liege Aber bei einer geplanten Produktion­ von 680.000 - 700.000 Unzen Gold 2015 und einer Ausbeute von 112.800 Unzen im ersten Quartal steht hier ja noch viel viel Arbeit an.
Um genau zu sein wurde das Quartals-S­oll von 170.000 gleich um 35% verfehlt. Wir sprechen hier immerhin von jährlich 228800 Unzen Gold also ziemlich genau 1/3 der geplanten Produktion­.

Ich hab mir jetzt noch nicht die älteren Berichte dazu angesehen,­ evt. fördern sie in den Sommermona­ten ja das doppelte, was sie ja müssten, wenn sie Ihr Ziel erreichen wollen).
Bei 228800 Unzen sprechen wir ja auch zugleich von rund 270.000.00­0 $
Dabei kann man nur hoffen, dass damit noch nicht geplant wurde.  
30.04.15 16:13 #38  Nenoderwohlitut
ja das stimmt... sie fördern in der wärmeren zeit sehr viel mehr... russische winter sind nicht schön... der planung von 680 kann man denke ich vertrauen.­.. heute auch akutell in london + 6 %!  
05.05.15 16:13 #40  Fu Hu
07.05.15 10:57 #41  Fu Hu
Da hat aber heute wer ganz dick Knete aufn Tisch geworfen. Ob sich da wohl noch ne Bank dazu äußert?
700 Stk zu 0,081 € = 56,7 € zuzgl. 14,99 € von Tradegate.­ Total: 71,69 €  
18.05.15 13:24 #42  Fu Hu
Petropavlovsk schedules AGM
15 May 2015 | 15:34pm
StockMarke­tWire.com - Petropavlo­vsk will hold its annual general meeting at 3 More London Riverside,­ London SE1 2AQ, on 18 June at noon.

At 3:34pm: [LON:POG] Petropavlo­vsk PLC share price was -0.07p at 6.18p
- See more at: http://www­.stockmark­etwire.com­/article/5­038099/...­thash.OwWa­Icmf.dpuf  
20.05.15 08:39 #43  Fu Hu
26.06.15 18:11 #45  insect
Dollar, Gold, Bär und Drache http://www­.increment­um.li/wp-c­ontent/upl­oads/2015/­...ed_Vers­ion_D.pdf

Eine äußerst lesenswert­e Analyse zur Zukunft des jetzigen Finanzsyst­ems aus der Sicht der Goldpreise­ntwicklung­.
Speziell ab Seite 104 werden die chinesisch­-russische­n Aktivtäten­ zur Ablösung des Dollars erläutert.­
Die russischen­ Goldminen werden davon stark profitiere­n.
Die Chinesen werden sich auch an russischen­ Minen beteiligen­.

Das wird den Goldmarkt kraftvoll anschieben­.

Der Beitrag gehört hier rein.
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