OXR - Oxiana Limited

[rederob]

With the US Building in recesion and monertry tighting world wide , one would presume that the demand for base metals must decline
copper Sept Fut held support @ 233 on Friday -- would presume that failure to rally above 233 would spell the end for OXR -- short to med term

China & India may be forging ahead , but can they make up the shortfall if US & EU are removed

Love the stock-- but know when a leave of absence is required --- YOU CAN ALLWAYS JUMP BACK IN


Cheers

Coyotte
I emailed my very good friend David Tweed and he said he would be extremely willing to offer you an exceptionally fair price for your OXR holding.
Indeed, he willingly has decided to extend his offer to all stock holders.
Oh how I love him so!
He even volunteered to remove those ghastly sunnies for his next TV interview.

 

[snapper_man]

Coyote - I'm not to sure where you've got your figures from. The US Federal Reserve is considering more interest rate rises so I dont think they have come across them yet.
Oxiana is set to double capacity when P.H. comes online, incredibly this may well be financed solely by cash flows during the construction phase - WOW! Infact might have a bit of spare cash for sepon expansion during the same period. Throw in Sepon Primary gold project and and Oxiana could be 2.5 times larger in terms of production in a mere 2.5 years. I expect at this time some other projects will be bubbling away. Oxiana has some great alliances with several explorers, hopefully something great will be thrown up. Especially if metal prices (long term) remain strong Oxiana should be in a position of great strength to continue growing.
At this stage I am definately sticking with them.

 

[dubiousinfo]

With the US Building in recesion and monertry tighting world wide , one would presume that the demand for base metals must decline
copper Sept Fut held support @ 233 on Friday -- would presume that failure to rally above 233 would spell the end for OXR -- short to med term

China & India may be forging ahead , but can they make up the shortfall if US & EU are removed

Love the stock-- but know when a leave of absence is required --- YOU CAN ALLWAYS JUMP BACK IN


Cheers

Coyote
It's only residential building that has slowed. Non-residential has not shown any signs of easing to date with the first 2 quarters higher than the same time last year.

 

[coyotte]

Stired up a hornests nest

Copper in virtually non existant in modern building -- except for electrics , been replaced by plastics.

Fair more important is a down turn in residential construction & auto sales allways leads to downturn in the overall economy.



The response to this post is what makes me wary of OXR -- TOO MUCH EMOTION
OXR may continue to rise long term ,but for the short to medium term both Price & T/A action point otherwise

The whole situation seems totally different to when Greenspan was in the chair , then every rise in int/rates pushed the markets higher -- now reality seems to be setting in.


There seems to be a contradiction going on with Gold Stocks & and the Main Indexs --- Gold stocks long term run opposing the general markets , @ the moment they are running with the markets -- which leads to the me suspect that a lot of holders of the Gold Miners are new to this sector -- it not untill this mob is flushed out -- probably this Aug then a final clean out in Oct/Nov will we see a genuine return to the miners


Cheers

 

[YELNATS]

I'm confident we'll see OXR at $4 by end Aug and at $5 at Christmas 2006. Just gut feel, but so far they haven't let me down. Regards YN.

 

[blinkau]

I picked up some more at $3.06 today, and if it goes down further? Just a better opportunity to get some more

The next few months will be interesting

 

[crayfish]

There seems to be a contradiction going on with Gold Stocks & and the Main Indexs --- Gold stocks long term run opposing the general markets , @ the moment they are running with the markets -- which leads to the me suspect that a lot of holders of the Gold Miners are new to this sector -- it not untill this mob is flushed out -- probably this Aug then a final clean out in Oct/Nov will we see a genuine return to the miners

Cheers

OXR is no longer just a gold stock

 

[nizar]

OXR is no longer just a gold stock

Agree

In fact; only about 10% of OXR's EBIT is from gold...

Then about 55% copper; and 35% zinc

 

[dubiousinfo]

Agree

In fact; only about 10% of OXR's EBIT is from gold...

Then about 55% copper; and 35% zinc

Unfortunately for OXR not enough people properly read reports and research stocks. So in a lot of peoples minds this will still be a gold stock.
Facts seem to be irrelevant to many.

 

[rederob]

Unfortunately for OXR not enough people properly read reports and research stocks. So in a lot of peoples minds this will still be a gold stock.
Facts seem to be irrelevant to many.

Facts also change, sometimes often.
When gold is over $1000 next year I wonder how the results will stack up for this unhedged producer.

 

[michael_selway]

Agree

In fact; only about 10% of OXR's EBIT is from gold...

Then about 55% copper; and 35% zinc

Hi are these %s recent?

will the future be different?

thx

MS

 

[nizar]

Hi are these %s recent?

will the future be different?

thx

MS

see my earlier post estimating their EBIT for the june quarter

if GG zinc cash costs per lb didnt rise so much (from 21c/lb to 39c/lb); in fact zinc would have been closer to 50% of the total

in the future likely to be different as sepon copper increases (2009) and of course in 2008 PH will add to gold and copper production so as a % zinc will go down

 

[snapper_man]

Diggers and dealers presentation .....

http://www.oxiana.com.au/_data/docs/presentations/2006/diggersanddealers_aug06.pdf


No new news but may interest some ....

 

[noirua]

Diggers and dealers presentation .....

http://www.oxiana.com.au/_data/docs/presentations/2006/diggersanddealers_aug06.pdf


No new news but may interest some ....

Oxiana have moved on very well and look an excellent investment. The only downside is the high risk sector at this heavy market cap.

 

[nizar]

The only downside is the high risk sector at this heavy market cap.

u can only say whether a stock is heavy relative to its earnings

bhp market cap is 90billion, is it heavy? no of course not since it will earn like 15billion NPAT this year

oxr is looking pretty featherweight to me, market cap of 4.2billion and will earn 500million NPAT in 2006..

but do ur research...

 

[TheFlash]

Hi All,

Just after opinion here... What thoughts have you on the recent down trend in this stock, it's taken a heavy turn downwards over the last few weeks but my logic can't place it.

Considering Mid East tension, Oil etc... the Markets have taken a general hit, but OXR has seemed to establish a trend.

Bought some at 3.11 feeling that with an expected positive report coming out at the end of the month it may gather some confidence...

Any thoughts on this as well as how far you think it still has to go?

Billy

 

[coyotte]

Hi All,

Just after opionion here... What thoughts have you on the recent down trend in this stock, it's taken a heavy turn downwards over the last few weeks but my logic can't place it.

Considering Mid East tension, Oil etc... the Markets have taken a general hit, but OXR has seemed to establish a trend.

Bought some at 3.11 feeling that with an expected positive report coming out at the end of the month it may gather some confidence...

Any thoughts on this as well as how far you think it still has to go?

Billy

Bollinger Bands are indicating a rapid rise from here (could be down tomorrow) then UP

Doji formed Friday but needs to be confirmed today -- looks like there could be a doji set up today

Has set itself up for a short term finger trade ( UP)


Any rebound will probably be short lived though --- to many Sellers

 

[rederob]

Accumulate OXR under $3
It's a long term play for a world class company that is undervalued on the basis of its present resources.
Given OXR's exploration budget and its highly peospective properties, it is difficult to conceive that the company will not be able to significantly add to mineral assets in the near future.
Oddly, OXR seems not to have a takeover premium on its stock price.
This could change rapidly as mergers and acquisitions in the mining industry are gathering a head of steam.

 

[Phoenix]

Bought in at 2.80 for a short term trade sell at above $3

 

[bvbfan]

Possible that the profit report may fall short of expectations due to the error in the cost of production figures in the 1st quarter report for Golden Grove.

Also warning from Owen that Prominent Hill may come in above cost estimates (20%-30%?)

I am buying for a trading parcel, hold long term parcels for $4 min.

Also don't rule out takeover potential, bids would need to be in mid $3 range as a minimum I feel but may not eventuate for years (I hope)