Centamin Egypt falls on gold export worries
Centamin Egypt, a gold miner in Egypt, is the biggest faller in the FTSE 250 on concerns about a block on exports of its production from the country.
Reports have suggested Egypt has put a block on gold exports for the next four months, a move seemingly designed to prevent anyone in business or government who obtained capital illegally from transferring it out of the country. Centamin is down 5p at 118.9p on concern this could hit exports from its Sukari mine. But the company has issued a statement saying it has received no formal or informal notice from any ministry or official to curtail regular gold shipments from its mine. It said:
The Sukari mine continues to produce and export gold ore for refining with a recognised international refiner and receives the international spot price for such deliveries when they occur.
Last week Centamin reaffirmed its production target for this year of 250,000 to 290,000 ounces and said work had returned to normal after a recent sit-in by some of its workers. Numis repeated its buy note on the business, saying the company could see a re-rating "once the political risk is normalised."
http://www.guardian.co.uk/business/...8/centamin-egypt-export-worries
------------- mhhh würde auch erstmal abwarten. das unternehmen sagt zwar das diese meldung mit dem export stopp nicht stimmt und alles wie gewohnt weitergeht, aber wer weiß schon was da wirklich abgeht!
halte ein export stop für die nächsten vier monate auch für sehr unwahrscheinlich, da diese mit einem erheblichen wirtschaftlichen schaden einhergehen, warte aber mit einem nachkauf noch bis es offiezielle meldungen gibt und diese unsicherheit aus dem weg geräumt ist.
gruß black.jack |