主题：【原创】油气和商品ETFs -- 路人
家园 【后续】LRR定向增发已经结束，LRR.WT已上市。 从19日起5年内有效，今天价格区间$0.60-0.67,行权价$3.00.之前关于股价高于$3.75后20天内加速过期的限制条约并没有在最终文本中披露，作为普通流通股持有者我会向LRR核实。
感兴趣的话可以做个资产和收益评估，我估计股价格会很快攀上$3.00大关。
相关报道如下：
Linear Gold Corp. (TSX:LRR) (the "Company") has today completed a previously announced public offering of 10,407,500 Units at a price of C$2.10 per Unit and 520,000 flow-through Common Shares at a price of C$2.40 per share to raise gross proceeds of C$23,103,750 (the "Offering"). The Offering was marketed by a syndicate of agents led by Cormark Securities Inc. and including Haywood Securities Inc., Jennings Capital Inc. and Toll Cross Securities Inc. and includes 1,357,500 Units issued pursuant to the full exercise of the over-allotment option. Each Unit consists of one common share of the Company (a "Common Share") and one-half of one common share purchase warrant (each whole common share purchase warrant, a "Warrant"). Each Warrant will entitle the holder to acquire one additional Common Share at an exercise price of $3.00 per share for a period of five years following the closing of the Offering.
The Company intends to use the net proceeds of the Offering for the exploration, development and construction of its Goldfields Development Project and for general working capital purposes.
Following completion of the Offering, Linear is ideally positioned to advance its 100% owned Goldfields Project, located 25 kilometres from Uranium City, Saskatchewan, to production. Linear boasts a debt free balance sheet with over $42 million in cash and 44.2 million shares outstanding. As reported in a press release dated September 29, 2009, a recently completed feasibility study on the Goldfields Project, provides Proven and Probable Reserves of 1,030,400 ounces of gold with initial gold production of 70,000 ounces to 90,000 ounces per year from the Box Mine, at an average operating cost of US$375 per ounce, providing Linear's shareholders with tremendous leverage to gold prices.
Certain statements contained in this news release constitute forward-looking statements. Such forward-looking statements involve a number of known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company's plans to differ materially from any future results, performance or achievements expressed or implied by such forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date the statements were made, and readers are advised to consider such forward-looking statements in light of the risks set forth in the Company's filings available at www.sedar.com.
This press release shall not constitute an offer to sell or a solicitation of an offer to buy any securities in the United States. The securities have not been registered under the U.S. Securities Act of 1933 any may not be offered or sold in the United States absent registration or an exemption from the registration requirements of the U.S. Securities Act of 1933.
家园 VXN 还记得几个月前中方试图以$10加元/股的价格收购该公司的普通股,在递交政府审核时被利比亚政府否决,相反利方的国有石油公司以国家利益优先原则出价$7.09加元/股回购流通股.
今天收盘价$6.30,感兴趣的自己去做算数
.有时候钱就在你不注意的角落冲你召手...
上市公司披露的公开交易信息如下:
CALGARY, Sept. 18 /CNW/ - Verenex Energy Inc. ("Verenex") (VNX - TSX) andthe Libyan Investment Authority (the "LIA") jointly announced today they have
entered into a binding memorandum of understanding ("MOU") respecting the
sale of all of the issued and outstanding shares of Verenex (on a
fully-diluted basis) to the LIA at a price of $7.09 per share in cash. The
MOU provides that Verenex shall distribute out to its shareholders any
positive working capital at the time of closing, which Verenex currently
estimates will be a nominal amount and subject to a number of factors which
are primarily the rate of ongoing expenditures by Verenex and the period of
time for completion of the transaction.
The MOU contemplates that a definitive agreement will be signed on orbefore October 20, 2009, and that the LIA will escrow funds or establish an
irrevocable letter of credit or bank guarantee arrangement for the purchase
of Verenex at the time the definitive agreement is signed.
全文链结:外链出处
- 复 VXN
家园 落袋为安:) Verenex and Libyan Investment Authority enter into definitive arrangement agreement
CALGARY, Nov. 5 /CNW/ - Verenex Energy Inc. ("Verenex") (VNX - TSX) announced today it has entered into a definitive arrangement agreement (the "Agreement") with the Libyan Investment Authority (the "LIA") pursuant to which the LIA, through a subsidiary, has agreed to acquire all of the Verenex shares issued and outstanding upon completion of the transaction at a price per share in cash equal to $7.09 plus an additional amount per share (the "Working Capital Amount" and, together with the $7.09 offer price, the "Cash Purchase Consideration") to be determined by the Board of Directors of Verenex and the LIA at the time of completion of the transaction based on the aggregate amount, if any, of positive net working capital in Verenex at such time (determined on a pro-forma basis in accordance with the provisions of the Agreement). It is a condition to the completion of the transaction that such pro-forma closing working capital amount not be negative. Based on preliminary estimates agreed to by the LIA, Verenex expects the Working Capital Amount to be a nominal amount of approximately $0.15 per share, assuming completion of the transaction in mid-December. The final determination of the Working Capital Amount is subject to a number of factors, primarily the period of time for completion of the transaction, the rate of ongoing expenditures (primarily general and administrative expenses) and closing costs. - 复 VXN
家园 我想不少arbitrage fund早动手了 否则双方的协议板上钉钉，而且VNX的大股东也点头了，股价早就上天了。现在就是压价吸筹，10月20日就OK了，3周赚10%+也是很惬意的。
家园 嗯,刚止赢HGD,下一步VXN或者HAU.
家园 关注铀矿股UUU 理由:
1)Q2销售下滑50%,下周一公布Q2财务报告,可能大幅度低开,是逢低吸呐的好机会.
2)碳税的实施估计年内就会揭晓,由于风电和太阳能的不稳定性,其占总发电量的比例一般为20%,核电和传统火电一样具有运行稳定可靠的优势,今后的发展不可估量.这也是日本和俄罗斯垄断巨头参股的原因.
3)UUU是比较便宜的加拿大铀矿股,其位于中亚,澳洲,北美的资产很可能成为中印等国的收购目标.
- 复 关注铀矿股UUU
家园 上了$3,百尺竿头第一步:) 上个月加拿大官员访中亚,表面上是加强商贸关系,实质上对于两国在能源(铀)上的进一步合作寻求政治上的担保,CCO也介入了.UUU在上个季度已经剥离了南非的不良资产,目前对投资者而言最大的障碍是商业信誉和政治的介入(有关部门对腐败高官低价出售国有资产的问题没有结案,大家8笑,这不是发生在中国,而是在中亚的哈萨克斯坦).
有机构已经把UUU一年内的评估提升到$7.90CAD,俺近期的操作目标$3.2,中长期$5.X,$7.X.
家园 股价出现异常波动,注意内部交易的可能. 据统计资料显示,历年10月份整个铀行业的股票都比较活跃,2008例外.今天UUU的股价已接近前期跳空缺口,且放量,详见下图的头寸变化.
个人判断:
1)股价已经快速脱离$2.3X的底部,新的底部将位于$2.85-$2.95.
2)类似记者吹风会或者新闻公告即将发布,内容可能宣布哈萨克政府调查结束,或者该国家政府批准日本和俄方参股事宜.即便仅仅公布后者也间接证实UUU在哈国内合法经营的事实.
3)目前金价居高,不排除CCO转让金矿资产进而收购UUU的可能.注意下图中的"匿名买家".
4)卖出的主要是散户,买入方以机构为主.CANACCORD是家投行,其研究员每次都出现在CCO,UUU等铀行业上市公司电话会议上.
相应对策:
把原定$3.2的卖单提高到$3.8-4.0,以周线RSI接近70,FULL STO超过80为卖出指标.
外链图片需谨慎，可能会被源头改
外链图片需谨慎，可能会被源头改
- 复 关注铀矿股UUU
家园 垄断和兼并的时代 葡萄提到了垄断资本的阴谋论,无论真假,在过去一年中发生的各类企业兼并不胜枚举.既然开始关注UUU,那我不得不对整个核原料行业做些调研.细节是魔鬼,有些蛛丝马迹让我怀疑UUU已经被人盯上了.
CCO是这个行业的龙头老大,在今年5月的一个吹风会上,有如下对白:
Orest Wowkodaw, Canaccord Adams
:Right. And then just more of a strategic question as well,
Jerry, I was wondering if you can offer any update on
recent comments that you made in terms of potential
acquisitions in terms of how close are you or are you sort
of just at the preliminary stages of looking at opportunities
out there?
Jerry Grandey, President & Chief Executive Officer
:I would say, Orest, we look continually. I’ll just take you
back. Remember we acquired Kintyre in August at a time
in the market we thought it was opportune and now we’re
trying to advance that so, you know, it’s those kinds of
opportunities that we watch for continuously. We’re not
going to do something that’s stupid, where the valuations
are high, and so watch for us to be patient, but always
watching.
Orest Wowkodaw, Canaccord Adams
:Are you still considering something very sizable? I think
you mentioned a number around $2 billion last time.
Jerry Grandey, President & Chief Executive Officer
:The newspaper mentioned the number. But it was
attributed to me. And I simply observed to the newspaper
that as we survey the universe of opportunities that are
out there, there aren’t many that are outside that range.
That was my observation. And I observed that any ofthem within that range, if we felt like it would add value to Cameco, then we could certainly handle it.
对这个行业来说,能达到$20亿资产的选手并不多,详见如下:
UUU 1.37B
TCK.B 17.07B
MAW 14.60M
PBM 1.71M
UVR 1.57M
TUE 19.87M
UPC 18.17M
CCO 11.99B
DML 415.92M
BVT 2.39M
我的结论:UUU是最合适的兼并对象.理由如下:
1)符合something very sizable;
2)UUU的生产成本低于CCO;
3)UUU已经在中亚开采和生产,对于正处在初步勘探和申请执照的CCO来说,是降低市场准入门槛的策略.
4)UUU已经投产的硫酸厂符合CCO将来扩产的需求.
以上分析仅仅是个人之见,如果发生,纯属偶然
.通宝推：高子山,- 复 垄断和兼并的时代
家园 中国情结 最近的二季度报表公布,不出所料UUU跌,但跌幅并没有达到大幅超卖的位置.我分析除坏帐因素外其一是哈萨克政府的国安调查还没有出结果,西方投资者处于观望状态,其二是日本的投资意向签定后,资金还没有落实,但$2.30可以认为是一个近期的铁底,除非上述基本面发生变化.
行业龙头CCO二季度报表出奇的好,她在第一季度和最近的吹风会上都提到了中国买家的重要地位.简单的说,在今年一季度的销售中,50%氧化铀买家是公用事业,其中中国占"举足轻重"的分量.CCO最近还公布,正与中国洽谈长期合同,目前现货价格在$48-50之间,而长期合同接近$80.
从全球看,继加拿大,南非,澳大利亚后,哈萨克斯坦正全力以赴扩产,要建成世界第三大铀矿企业,但目前的低铀价无法支持这样的商业行为,唯一的解释就是铀价要涨.
关于兼并,CCO一方面宣称降低兼并预期,另一方面在暗中寻求机会转让持有的金矿股份,对于$10-20亿的兼并标的,她没有足够的现金流来支持,我有理由相信兼并的手段应该是通过转让金矿获得资金,甚至不排除利用股价上涨后发售新股来完成兼并的目的.除了UUU外,另一个可能是澳大利亚的帕拉丁.
商场如战场,兵不厌诈,好戏还在后头.
给关心本贴的朋友推荐一个blog,是Merv创立的铀行业指数.
家园 且慢空非美,先看加元走势. 
下一个上挡阻力位在95,之后是97和跳空缺口105-106.
为美元捏把汗
家园 金银走势 今天Bloomberg采访了新家坡一位王姓分析师,他指出黄金已经走完五浪行情,紧接着将会有一个大幅调整,目标点位$700(节目中似乎显示了650-700).联想起年初UBS预计年内黄金波动范围660-1000.难道是一种巧合?
喜欢技术的朋友可以自己复盘分析,其他的就当是八卦吧
最有意思的是黄金走到700,那么美元指数要???并非只有通货膨胀可以洪水滔天,通缩和危机的进一步深化照样可以成就强势美元.到目前为止,这只是一种假设.
- 复 金银走势
家园 伏击黄金工具 HGU/HBU针对金价升
HGD/HBD针对金价跌
目前金价下破$998后反抽至$1000,一旦向上突破$1050或者下破$950趋势确立,即半仓操作.
PS:上述点位参考了河友Jack船长的贴子JACK船长:【原创】黄金---处于变盘的关口[2009年9月14日],在此表示感谢.