Home
- Belegger.nl: steun en toeverlaat voor beleggers. Bekijk de beurskoersen, de laatste stand van de AEX en lees het nieuws, de columns en de adviezen.
Koersen
- Aandelen
- Indices
- Valutas
- Rentes
- Commodities
- Certificaten
- Opties
- Futures
- Beleggingsfondsen
- Trackers
- Obligaties
- Hefboomproducten
Nieuws
Forum
Analyse & advies
Thema's
- Beurstips en handelskansen
- Fondsen & ETF's

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.

Market Monitor

Grondstoffen « Terug naar discussie overzicht

Nevsun heeft koper, zink en veel cash

402 Posts, Pagina: « 1 2 3 4 5 6 ... 14 15 16 17 18 19 20 21 » | Laatste

Omlaag ↓

Bullish_2015 29 juni 2018 16:30

Een nieuw bod in de maak? Op het moment van schrijven 8% in de plus zonder nieuws.

seadoc 29 juni 2018 16:39

geruchtje dat Rio tinto in de markt zou zijn. Dat op zich is al genoeg voor zon stijging.

seadoc 29 juni 2018 16:41

finance.yahoo.com/news/focus-rio-tint...

ubu 7 juli 2018 12:07

Artikel uit maart: www.globalminingobserver.com/lundin-m...

Lundin Mining's Shopping List
Swedish billionaire Lukas Lundin is in the market looking for deals via his copper company, Lundin Mining, which boasts a (C$6.4bn) $5bn market cap. Bankers and insiders talk through six top targets:

seadoc 16 juli 2018 23:14

ridder had gelijk. Lundin komt door, zij het wat magertjes:
ceo.ca/@nasdaq/lundin-mining-announce...

DeZwarteRidder 16 juli 2018 23:26

quote:
seadoc schreef op 16 juli 2018 23:14:
ridder had gelijk. Lundin komt door, zij het wat magertjes:
ceo.ca/@nasdaq/lundin-mining-announce...

Dat wordt nog wel wat hoger 5 CAD lijkt me een minimum en/of er komt nog een biedingsstrijd.

Bullish_2015 17 juli 2018 12:26

quote:
DeZwarteRidder schreef op 16 juli 2018 23:26:
[...]
Dat wordt nog wel wat hoger 5 CAD lijkt me een minimum en/of er komt nog een biedingsstrijd.

Dat zou mooi zijn. Dit is echt een flut bod. Wat zouden ze met Bisha doen?

DeZwarteRidder 17 juli 2018 12:30

quote:
Bullish_2015 schreef op 17 juli 2018 12:26:
[...]Dat zou mooi zijn. Dit is echt een flut bod. Wat zouden ze met Bisha doen?

Als Lundin slim is houden ze het gewoon, maar waarschijnlijk verkopen ze het door aan meneer Sun of een Chinees.

seadoc 17 juli 2018 19:21

Als rio tinto of Freeport nog iets willen moet het redelijk rap (toch voor november) met iets komen. Zo niet dan vermoed ik dat de grote aandeelhouders de cash pakken.

DeZwarteRidder 26 juli 2018 11:57

Lundin Mining Commences All Cash Offer to Acquire Nevsun
Print
July 26, 2018 02:30 ET | Source: Lundin Mining Corporation

Toronto, July 26, 2018 (TSX: LUN; Nasdaq Stockholm: LUMI) Lundin Mining Corporation (“Lundin Mining” or the “Company”) announced today that it has formally commenced the offer (the “Offer”) to acquire all of the issued and outstanding common shares (“Nevsun Shares”) of Nevsun Resources Ltd. (“Nevsun”) (TSX:NSU, NYSEMKT:NSU). The notice and advertisement of the Offer appear in the July 26, 2018 editions of the Globe & Mail and Le Devoir, and the Offer and take-over bid circular (the “Offer and Circular”) and related documents will be filed with the Canadian securities regulators on SEDAR under Nevsun’s profile at www.sedar.com and with the United States Securities and Exchange Commission at www.sec.gov.

Under the terms of the offer, Nevsun shareholders will receive C$4.75 in cash for each Nevsun Share tendered to the Offer. The Offer represents a significant premium of 82% to the closing price of C$2.61 per Nevsun Share on the TSX as of February 6, 2018, the date of the first proposal to Nevsun related to Lundin Mining’s interest. The Offer also represents a significant premium of 33% to the closing price of C$3.58 per Nevsun Share as of April 30, 2018, the date of Lundin Mining’s previously announced public proposal to Nevsun and a 42% premium to the volume weighted average trading price of C$3.36 per Nevsun Share on the TSX over the 20 trading days ended April 30, 2018.

Lundin Mining has formally requested the Nevsun securityholder list and intends to mail the Offer and Circular and related documents to Nevsun’s securityholders as soon as practicable following receipt of this information. The Offer is open for acceptance until 5:00 p.m. (Toronto time) on November 9, 2018. Subject to applicable securities laws, the deposit period may be extended, or in certain circumstances reduced, by Lundin Mining.

The Offer is being undertaken in accordance with National Instrument 62-104 – Take-Over Bids and Issuer Bids and is subject to a number of customary conditions, including: (i) there being deposited under the Offer, and not withdrawn, at least 66 2/3% of the outstanding Nevsun Shares (calculated on a fully diluted basis), excluding Nevsun Shares held by Lundin Mining; (ii) receipt of all governmental, regulatory and third party approvals that considered necessary or desirable in connection with the Offer; (iii) no material adverse effect having occurred with respect to Nevsun; and (iv) the statutory minimum tender condition of 50% of the outstanding Nevsun Shares, excluding Nevsun Shares held by Lundin Mining (which cannot be waived).

Lundin Mining encourages securityholders of Nevsun to read the full details of the Offer set forth in the Offer and Circular which contains the full terms and conditions of the Offer and other important information as well as detailed instructions on how Nevsun shareholders can tender their Nevsun Shares to the Offer. For assistance in depositing Nevsun Shares to the Offer, Nevsun shareholders should contact the Information Agent and Depositary, Kingsdale Advisors, who can be contacted at 1-866-851-3214 toll free in North America or at 1-416-867-2272 outside of North America or by e-mail at contactus@kingsdaleadvisors.com.
The offer documents will also be available on Lundin Mining’s website at www.lundinmining.com.

seadoc 26 juli 2018 21:08

het voorspelbare antwoord van ons aller Nevsun:
VANCOUVER, July 26, 2018 /CNW/ - Nevsun Resources Ltd. (TSX:NSU) (NYSE AMERICAN: NSU) ("Nevsun" or the "Company") today acknowledged that it has received an unsolicited offer (the "Offer") from Lundin Mining Corporation ("Lundin") to acquire all of the issued and outstanding shares of Nevsun.

Nevsun shareholders are advised to take no action until the Board of Directors has made a formal recommendation to shareholders. The Offer will remain open for a minimum of 105 days, allowing Nevsun shareholders until November 9, 2018 to respond.

The Offer follows an announcement by Lundin on July 16, 2018 of its intention to make an offer for Nevsun. At that time, Nevsun indicated that Lundin's announcement ignored the fundamental value of Nevsun. Lundin has also ignored the recent improvements at the Bisha mine, the new ultra-large Timok Lower Zone resource and progress at the Timok Upper Zone project. These achievements have set the stage for further value enhancement, and attracted the attention of several strategic parties that have expressed an interest in participating in the Company's continued development.

Having now received a formal Offer, the special committee of independent Nevsun directors (the "Special Committee") will consider it with its advisors before making a recommendation to Nevsun's Board of Directors. Nevsun's Board will make a formal recommendation to shareholders via a Director's Circular within 15 days, in accordance with Canadian securities regulations.

Advisors

Counsel for Nevsun's Special Committee is Borden Ladner Gervais LLP. The Special Committee's independent financial advisor is Citi. Counsel for the Company is Blake, Cassels & Graydon LLP. The Company's financial advisor is BMO Capital Markets. Laurel Hill Advisory Group is Nevsun's strategic advisor and information agent.

Read more at www.stockhouse.com/news/press-release...

DeZwarteRidder 8 augustus 2018 23:32

Nevsun Files Technical Report for the Timok Lower Zone Deposit

Published: Aug 7, 2018 3:25 p.m. ET

VANCOUVER, Aug. 7, 2018 /PRNewswire/ - Nevsun Resources Ltd.(NSU) (nyse american:NSU) ("Nevsun" or the "Company") today announced that it has filed the National Instrument 43-101 Technical Report – Timok Copper-Gold Project, Serbia: Upper Zone Prefeasibility Study and Resource Estimate for the Lower Zone and is available for review under the Company's profile on SEDAR at www.sedar.com, on EDGAR at www.sec.gov and on the Company's website at www.nevsun.com.

The Timok Lower Zone deposit, a joint venture with Freeport-McMoRan Exploration Corporation ("Freeport"), is a porphyry copper deposit with inferred mineral resources of approximately 1.7 billion tonnes, grading 0.86% copper and 0.18g/t gold containing 31.5 billion pounds of copper and 9.6 million ounces of gold, at a cutoff grade of 0.38% copper equivalent. The Timok Lower Zone ranks high among undeveloped world porphyry copper deposits in terms of size and grade and benchmarks well against planned and operating block cave mines (see Nevsun's news release dated June 26, 2018).

seadoc 9 augustus 2018 10:24

Adriaantje zegt:
Lundin Mining Corp. (LUN:TSX) has made a formal bid to buy Nevsun Resources Ltd. (NSU:TSX; NSU:NYSE.MKT; NY US$3.67), jettisoning erstwhile partner Euro Sun and offering all cash in a hostile takeover. At C$4.75 (about US$3.66, almost exactly the market price), the offer significantly undervalues Nevsun, and presages further activity including, we think, another bid from another company.

Real value and strong potential

Nevsun management, and the board when it makes its formal response next week, will reject the bid as too low. We agree. Nevsun has four parts (plus cash of $125 million).

The steady cash-flowing Bisha mine, where metallurgical issues that plagued the mine last year seem to have been resolved with improving copper recoveries, plus other Eritrean properties; an Eritrean discount, notwithstanding the recent official end to the war with Ethiopia.
The high-grade Timok Upper Zone where preliminary construction is underway and financing negotiations commenced.
The high-potential and long-life Lower Zone, of which Nevsun owns 46% (in partnership with Freeport). The problem is that the Upper Zone has to be mined first and it could be up to 20 years before mining the Lower Zone.
The regional exploration properties, where drills have started turning on a summer drilling program; in the Bor area, some 27 deposits have been discovered so the odds are strong that Nevsun would eventually find at least one more deposit. The problem is that in Serbia exploration permits last only seven years; some of these will start to expire soon, requiring renegotiation with the government.

Clearly, inside Nevsun are a couple of assets with hard valuations and a couple with longer-term or more speculative, but highly prospective, valuations. Of course, a buyer expects to buy at a discount, but buying one of the world's best undeveloped copper projects—if not the best—at a low point in the copper price cycle, gives plenty of upside. That's worth a premium for a major global mining company.

You do not need to take any action. The Lundin tender is open for 120 days (from July 26th), so there is no rush, and is a tender, meaning you do not need to do anything. It requires 66.67% of shares outstanding to be effective. If you are inclined to take the C$4.75, then just sell in the market, get a couple of pennies above the tender price to cover commission, and you don't have to wait three months!

Possible scenarios

We suspect Lundin will be forced to raise its price, perhaps to C$5.25. Remember, someone has been buying millions of shares since the proposal; they are looking for a higher price (given they are buying at the tender price). Many long-suffering Nevsun retail shareholders also tend to think the company is worth more. I don't think the current tender will be successful.

It is possible—likely?—that Lundin, having already made a failed bid for Timok two years ago, will raise its offer, perhaps to C$5.25. It has C$1.5 billion in cash, though could draw on credit lines or top up with shares to increase its offer. (We would like to see shares in a solid company structured as a merger, to avoid immediate tax consequences for U.S. shareholders). It is also possible that another company will come in after seeing how high Lundin will go, perhaps in a friendly acquisition.

We could write reams on all the various factors—Nevsun's largest shareholder owns more dollar value in Lundin; its second-largest shareholder has been aggressively selling shares, over 9 million shares in June, and likely responsible for the huge volume trading days (including one well over 10 million shares); the resignation of Lundin's CEO on the day the proposal went formal; and so on—not to mention the various and varying rumors swirling around these companies.

What's the risk?

But the bottom line is simple: the current bid appreciably undervalues the assets; another bid is likely; while the downside is protected by Lundin's bid. The major risk is that Nevsun does something such as selling a strategic interest in Timok to a partner, which would encumber the project and make it less attractive to another buyer. Given a proposal is currently active, such a move now would not be in shareholders' best interest. If a major company—Rio Tinto, say—were to make such a strategic investment, even at a price above the current market, the stock will likely fall back because many recent buyers, including arbitrageurs and opportunistic traders, would immediately get out, sensing that an acquisition of the company had been thwarted. Depending on how low the stock price fell, it would then be a good long-term purchase. But the immediate profit potential would be gone.

Give the tender price and market price undervalue the assets, given the likelihood of a higher bid, and given the relatively low downside, we would hold Nevsun here. On the other hand, if you are overweight the stock, you might take the opportunity to reduce your position, given the not-insignificant risk.

Adrian Day

Read more at www.stockhouse.com/opinion/independen...

DeZwarteRidder 9 augustus 2018 10:24

De koers ligt al boven het bod, dus dat zegt genoeg.

seadoc 9 augustus 2018 10:25

Ik verwacht toch eerdaags een recommendation van de board.

DeZwarteRidder 9 augustus 2018 10:28

quote:
seadoc schreef op 9 augustus 2018 10:25:
Ik verwacht toch eerdaags een recommendation van de board.

Ze hebben het al afgewezen.

seadoc 9 augustus 2018 11:07

July 26 press release stated "Nevsun's Board will make a formal recommendation to shareholders via a Director's Circular within 15 days, in accordance with Canadian securities regulations"

DeZwarteRidder 9 augustus 2018 11:09

quote:
seadoc schreef op 9 augustus 2018 11:07:
July 26 press release stated "Nevsun's Board will make a formal recommendation to shareholders via a Director's Circular within 15 days, in accordance with Canadian securities regulations"

OK, dat wordt dus een afwijzing.

seadoc 9 augustus 2018 11:15

ligt wel in de lijn der verwachting ja.

seadoc 9 augustus 2018 15:04

Zoals voorspeld, ze hebben er wel een heel verhaal van gemaakt. Wat denk je er van Ridder?
www.stockhouse.com/news/press-release...

402 Posts, Pagina: « 1 2 3 4 5 6 ... 14 15 16 17 18 19 20 21 » | Laatste

Aantal posts per pagina: 20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Markt vandaag

AEX	865,36	+0,01	+0,00%	18 apr
AMX	926,60	+7,92	+0,86%	18 apr
ASCX	1.189,83	-18,08	-1,50%	18 apr
BEL 20	3.826,58	+32,01	+0,84%	18 apr
Germany40^	17.751,90	-85,50	-0,48%	18 apr
US30^	38.013,46	0,00	0,00%	18 apr
US500^	5.049,25	0,00	0,00%	18 apr
Nasd100^	17.548,80	0,00	0,00%	18 apr
Japan225^	38.001,71	0,00	0,00%	18 apr
WTI	82,08	-0,13	-0,16%	18 apr
Brent	86,99	-0,32	-0,37%	18 apr
EUR/USD	1,0641	-0,0030	-0,28%	01:02
BTC/USD	63.440,43	+2.187,50	+3,57%	01:02
Gold spot	2.379,23	+18,24	+0,77%	01:02