South32 Ltd

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Buying South32 shares for the dividends?

 

https://www.fool.com.au/2023/04/03/buying-south32-shares-for-the-dividends-read-this-first/

 

 

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Minsud Says South32 Exercises Earn-In Right to Buy 50.1% of Argentina Subsidiary.

 

https://www.marketscreener.com/quote/stock/MINSUD-RESOURCES-CORP-49478622/news/Minsud-Says-South32-Exercises-Earn-In-Right-to-Buy-50-1-of-Argentina-Subsidiary-43487554/

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South32 aims for downstream production of battery chemicals.

 

https://www.mining.com/web/south32-aims-for-downstream-production-of-battery-chemicals/

[reko]

vor 1 Stunde von lowcut:

https://www.mining.com/web/south32-aims-for-downstream-production-of-battery-chemicals/

"The Hermosa project is located in the Patagonia Mountains, about 80 km southeast of Tucson. Credit: South32 Ltd."

Das Bild ist aber gerendert?

Meines Wissens gibt es noch nicht mal die Final Investment Decision für Hermosa.

Sind die Genehmigungen schon vollständig?

 

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Die Machbarkeitsstudie soll in ein paar Monaten abgeschlossen sein und dann soll es los gehen. Nach meinen Recherchen wird die Machbarkeitsstudie keinen Einfluss auf das "Ob" sondern eher auf das "Wie" bzw. auf die Planung an sich haben.

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Nette Zusammenfassung zum Unternehmen: Having defied its critics, what’s the next chapter for South 32?

 

https://www.smh.com.au/money/investing/having-defied-its-critics-what-s-the-next-chapter-for-south-32-20230502-p5d4xw.html

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US to speed up South32 Hermosa manganese-zinc project review. South32’s Hermosa manganese and zinc project has become the first mining asset to be added to the US government’s Fast-41 process.

 

https://www.mining-technology.com/news/south32-manganese-zinc-project-fast41/

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South32 hires RBC to purchase Botswana copper. The 60,000 tonnes per annum copper project, which also extracts silver, has been on the market since early 2022.

 

https://www.mining-technology.com/news/south32-botswana-copper-rbc/

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Aldebaran Announces Closing of Top-Up Financing by South32

 

https://www.globenewswire.com/news-release/2023/06/14/2687963/0/en/Aldebaran-Announces-Closing-of-Top-Up-Financing-by-South32.html

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South32 Limited (ASX:S32) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?

 

https://simplywall.st/stocks/au/materials/asx-s32/south32-shares/news/south32-limited-asxs32-stock-has-shown-weakness-lately-but-f-1

 

Permitting timetable published for Southern Arizona critical minerals mine.

 

https://news.azpm.org/p/newsheadlines/2023/7/7/216696-permitting-timetable-published-for-southern-arizona-critical-minerals-mine/

 

Epsilon Carbon signs agreement with South32. It becomes the first Indian company to export liquid coal tar pitch.

 

https://www.constructionweekonline.in/business/epsilon-carbon-signs-agreement-with-south32

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South32 to pay $2.9m for diverting drinking water to coal mine without licence for five years. The company drained five megalitres of drinking water from the catchment area every day between 2018 and 2023.

 

https://www.mining-technology.com/news/south32-to-pay-fine-for-diverting-water-to-coal-mine/

 

A Look At The Intrinsic Value Of South32 Limited (ASX:S32)

 

https://finance.yahoo.com/news/look-intrinsic-value-south32-limited-055159939.html

 

Meiner Meinung nach, eine interessante Analyse.

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South32 takes $1.3 billion charge on Arizona project.

 

https://www.mining.com/south32-takes-1-3-billion-charge-on-arizona-project/

[reko]

vor 1 Stunde von lowcut:

South32 takes $1.3 billion charge on Arizona project.

S32 schreibt 1,3 Mrd$ ab weil Taylor (Zink, Blei, Silber) und Clark (Mangan) separat erschlossen werden können und deshalb nicht in ein gemeinsames Projekt Hermosa eingerechnet werden dürfen. Die Erschließungskosen für Taylor sind gestiegen, der Wert gefallen. Taylor wird jetzt mit 482 Mio$, Clark unverändert mit 519 Mio$ bewertet. Taylor war bisher der wertmäßig größere Teil des Projekts. Im GB2022 war Hermosa mit 2 Mrd$ bewertet. Die Feasibility Study für Taylor wird jetzt im ersten Halbjahr 2024 erwartet. Im Mai war sie in der zweiten Jahreshälfte 2023 vorgesehen.

Im Hermosa-project-update vom Mai 2023 stand "Clark’s co-located mining development would benefit from infrastructure that is shared with Taylor, including civil, power and water infrastructure."

 

Ehrlicher wäre vermutlich man will Taylor und Clark nicht mehr gleichzeitig erschließen. Wird Taylor dann vorerst zurückgestellt?

 

2022/02 Hermosa Project Pre-feasibility Report Released

Einen Report habe ich nicht gefunden aber Hermosa-project-update.pdf vom Jan 2022 "an update following
completion of a pre-feasibility study (PFS) for the Taylor Deposit, which is the first development option at our
100% owned Hermosa project located in Arizona, USA".

 

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Die Aktie ist heute in der nach der Meldung um mehr als 3% gefallen. Hat sich aber wieder gefangen.

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South32 partially shuts down Appin mine as workers launch week-long strike.

 

https://www.abc.net.au/news/2023-08-11/appin-miners-strike-over-pay-negotiations-with-south32/102719798

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BHP, South32 May Face South Africa Class Action on Lung Disease

 

https://finance.yahoo.com/news/bhp-south32-may-face-south-191203082.html

 

South32 mine boss: No manganese plant planned for Rio Rico. Residents 'shout down' town-hall speech by chief of Patagonia mining project

 

https://www.tucsonsentinel.com/local/report/081823_south32_rio_rico/south32-mine-boss-no-manganese-plant-planned-rio-rico/

 

Australia’s South32 Appin mine’s supervisors to continue strike.

 

https://www.fijitimes.com/australias-south32-appin-mines-supervisors-to-continue-strike/

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South32 share price drops as profits slump 62%

 

https://www.fool.com.au/2023/08/24/south32-share-price-drops-as-profits-slump-62/

 

Why did the South32 share price just sink 7% to a 52-week low?

Zitat

This forced the South32 board to cut its dividend by 64% to 8.1 US cents per share.

https://www.fool.com.au/2023/08/25/why-did-the-south32-share-price-just-sink-7-to-a-52-week-low/

 

South32 Boosts Aluminium Production By 15% In FY2023.

 

https://aluminiuminsider.com/south32-boosts-aluminium-production-by-15-in-fy2023/

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South32 Ltd (SOUHY): A Comprehensive Analysis of Its Dividend Performance and Sustainability.

 

https://finance.yahoo.com/news/south32-ltd-souhy-comprehensive-analysis-112137743.html

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South32’s Eagle Downs partner Baowu tests interest.

 

https://www.afr.com/street-talk/south32-s-eagle-downs-partner-baowu-tests-interest-20231002-p5e96c

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South32 tackles industry inflation with cost review and maintains annual production guidance.

 

https://www.investing.com/news/stock-market-news/south32-tackles-industry-inflation-with-cost-review-and-maintains-annual-production-guidance-93CH-3205068

 

Australian miner South32's met coal output falls on Illawarra disruptions.

 

https://www.reuters.com/markets/commodities/australias-south32s-q1-metallurgical-coal-output-falls-illawarra-bottlenecks-2023-10-22/

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AusQuest and South32 extend alliance for two more years.

 

https://www.msn.com/en-us/money/markets/ausquest-and-south32-extend-alliance-for-two-more-years/ar-AA1jZvdO

 

 

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Here's Why South32 (ASX:S32) Can Manage Its Debt Responsibly.

 

https://simplywall.st/stocks/au/materials/asx-s32/south32-shares/news/heres-why-south32-asxs32-can-manage-its-debt-responsibly-1

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South32 invokes force majeure at Colombia ferro-nickel operation. South32 invoked force majeure at its Colombian nickel operations as community protesters block the movement of people and supplies to the giant open pit mine and smelter.

 

https://www.miningweekly.com/article/south32-invokes-force-majeure-at-colombia-ferro-nickel-operation-2023-12-14

 

South32 eyes teleremote loading, dry stacking, ore sorting for Hermosa.

 

https://im-mining.com/2023/12/14/south32-eyes-teleremote-loading-dry-stacking-ore-sorting-for-hermosa/

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Are South32 shares about to become a great option for dividends again?

 

https://www.fool.com.au/2024/01/02/are-south32-shares-about-to-become-a-great-option-for-dividends-again/

 

InZinc Provides Exploration Update at Indy Project, BC

 

https://finance.yahoo.com/news/inzinc-provides-exploration-indy-project-130000245.html

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Nickel glut prompts rethink for South32’s Colombian mine.

 

https://www.afr.com/companies/mining/nickel-glut-prompts-rethink-for-south32-s-colombian-mine-20240119-p5eyj8