Acacia erwägt Minenanteile in Tansania zu verkaufen

Der mögliche Verkaufspreis dürfte angesichts des Hick-Hacks der vergangenen Monate arg gelitten haben. Endeavour Mining wollte mal ein Merger, aber ich glaube nicht mehr, dass sie hier noch Interesse an Minenanteilen haben, dazu ist Tansania zu unberechenbar geworden bzw. die Restriktionen sind zu hoch. Höchstens den Chinesen traue ich hier noch eine Beteiligung zu.

http://www.miningweekly.com/article/...tanzania-operations-2018-02-19

Acacia Mining meldet Produktionszahlen für Q1/18

"Acacia continued to demonstrate resilient operating performance and delivered solid production of 120,981 ounces of gold in the first quarter across the Group, which sets us in good stead to deliver against our full year guidance of 435,000-475,000 ounces,” said Peter Geleta, Interim Chief Executive Officer."

http://www.acaciamining.com/media/press-releases/2018/2018-04-10.aspx

Acadia Mining meldet Ergebnisse für Q1/18

http://www.acaciamining.com/~/media/Files/A/...8-results-20180419.pdf

tödlicher Unfall in North Mara Mine in Tansania

http://www.miningweekly.com/article/...ty-at-tanzania-mine-2018-06-12

Barrick Gold wieder in Gesprächen mit Tansania

http://www.miningweekly.com/article/...ian-govt-progresses-2018-06-25

Acacia Mining meldet Ergebnisse für Q2/18

Operational Highlights

• Regrettably, at North Mara, an operator for one of our contractors had a fatal vehicle-related accident during the period
• H1 gold production of 254,759 ounces, 41% lower than H1 2017, with gold sales of 251,045 ounces being in line with production
  
• H1 AISC¹ of US$945 per ounce sold, 6% above H1 2017, but tracking below the mid-point of the full year guidance range
  
• Q2 gold production of 133,778 ounces, 36% lower than Q2 2017, but 11% above Q1 2018
  
• Q2 gold sales of 134,090 ounces, 5% higher than Q2 2017, and in line with gold production
• Q2 AISC1 of US$918 per ounce sold, 10% above Q2 2017, but 6% lower than Q1 2018
  

Financial Highlights

• H1 Revenue of US$333.4 million, 15% lower than H1 2017
• H1 EBITDA¹ of US$133.6 million, 17% down from H1 2017 and adjusted EBITDA¹ of US$91.6 million 45% lower than H1 2017
• H1 Net earnings of US$30.9 million (US7.5 cents per share), 51% down from US$62.5 million in H1 2017, impacted by a US$24.2 million impairment at Nyanzaga, with adjusted net earnings of US$13.5 million (US3.3 cents per share), 79% lower than H1 2017
  
• Post period end, conditional agreement with OreCorp Limited, operator of the Nyanzaga Project, for them to take full ownership of the project in return for total consideration of US$10 million and a US$15 million capped net smelter royalty
• Cash generated from operating activities in H1 2018 of US$58.9 million, was US$57.6 million higher than H1 2017
• Generated US$14 million of free cash flow in Q2 2018 due to strong operational performance
• Cash balance rose 49% during H1 2018 to US$120.1 million due to a non-core royalty sale and the strong operational performance
• Net cash¹ of US$63.3 million, increased by US$53.8 million from the end of 2017
  

http://www.miningweekly.com/article/...earnings-fall-51-yy-2018-07-20

http://www.acaciamining.com/media/press-releases/2018/2018-07-20.aspx

Barrick Gold sucht chinesischen Partner für Minen in Tansania

http://www.miningweekly.com/article/...anzania-mines-globe-2018-09-17

Acacia Mining hebt Produktionsziel für 2018 an

• von 435-475 koz Gold auf über 500 koz Gold
  
• Q3/18 Produktion ~ 137 koz Gold
  
• 9M/18 Produktion ~ 391 koz Gold
  

http://www.miningweekly.com/article/...ore-than-500-000-oz-2018-10-08

P.S. Seit dem letzten Posting #111 rund 50% zugelegt

Plant Barrick Gold den Rückkauf von Acacia Mining?

www.miningweekly.com/article/...k-control-of-acacia-mining-2018-10-24

Barrick Gold in Gesprächen mit Unterhändlern in Tansania

http://www.miningweekly.com/article/...ving-acacia-dispute-2018-12-13

Zentralbank soll Gold kaufen

http://www.miningweekly.com/article/...art-of-its-reserves-2019-01-10

Acacia Mining meldet Produktionszahlen für 2018

• Q4/18  ~ 131 koz Gold
  
• 2018 ~ 522 koz Gold
  
• über der ursprüunglichen Prognose von 435-475 koz Gold
  

http://www.acaciamining.com/media/press-releases/2019/2019-01-14.aspx

Wird der Exportban für Kupfer-Gold-Konzentrat in Tansania bald aufgehoben?

https://steelguru.com/metal/...allow-export-of-gold-and-copper/532341

Lösungsvorschlag im Streit mit Tansania

• The creation of a local operating company to manage Acacia’s operations in the country.
• Economic benefits from Acacia’s operations to be shared on a 50/50 basis. The Government’s share of economic benefits would be in the form of royalties, taxes and a 16 percent free carry interest in the Tanzanian operations.
  
• A payment of $300 million to the Government of Tanzania to resolve outstanding tax claims, to be paid over time on terms to be settled by the parties.
  

Mark Bristow, President and CEO of Barrick, said: “Significant amounts of real value have been destroyed by this dispute and, in Barrick`s view, this proposal will allow the business to focus on rebuilding its mining operations in partnership with their respective stakeholders, and most importantly long suffering investors, including Barrick.” 

http://www.miningweekly.com/article/...spute-with-tanzania-2019-02-20

Barrick Gold macht ein Übernahmeangebot

• Barrick Gold besitzt bereits 63,9%
  
• und bietet 0,153 Barrick Aktien für eine Acacia Aktie
  

https://www.miningmx.com/top-story/...after-tanzania-refuses-to-deal/

Barrick verbessert sein Übernahmeangebot für Acacia

• Premium von ~ +24%
  
• 0,168 Barrick Aktien für eine Acacia Mining Aktie
  

https://www.mining-technology.com/news/...-gold-acacia-mining-buyout/