Moly, Eureka Mining, Kazakhstan, Uranium

par Ventus , dimanche 19 février 2006, 12:51 (il y a 6837 jours) @ alatan

» Re: Monte, why stay away from Urasia>
» by: arenbergsa 10/23/05 03:46 pm
» I don't speak for Monte but if you follow the actions of the Kazak's you
» will see that they are masters at expropriation or just plain screwing
» western companies. Petrokazak has been the latest example of many. I
» downloaded the reports Monte mentioned and it is obvious to me at least
» that Urasia is nothing more than an attempted rip off. The reason is clear
» in the financial models, the gov't takes 30% of profits as a corporate tax,
» then up to 60% of what remains as a excess profits tax and then 15% of what
» remains as a dividend tax. So they could take up to 78% of profits as tax.
» Typical of the Kazak's. And they'll take your 350 million in the IPO to
» boot. I've lurked here for a couple years, never posted, and although
» Monte is generally pretty cautious, he's been generally a month or two
» ahead of the market. I'm in the industry myself and that guy (girl>) has
» called it pretty good. ...

Je ne connais pas la fiscalité au Kazakhstan, mais Petrokazakhstan, société enregistrée au Canada, gagnait de l'argent et avait de quoi rétribuer ses actionnaires normalement (c'était une des grosses lignes de l'excellent fonds Carmignac Investissement qui n'a pas l'habitude d'acheter des titres pourris), et PetroKazakstan à été la "victime" d'une OPA du chinois CNPC et ses actionnaires en ont profité normalement: peux tu m'expliquer ou est l'expropriation >
Pour Urasia, vu les réserves et les profils de production annoncés, je ne pense pas que ça soit du vent, lire http://www.growthstocksweekly.com/i/pdf/GSW-UrAsia%20Energy-120905.pdf
De plus le paragraphe "investment climate" au Kazakhstan ne m'inquiète pas , au contraire
Autre article sur Urasia de l'excellent site "RessourceInvestor":
http://www.goldeditor.com/articledisplay.php>id=630