bin seit 3 Wochen in Kambodscha unterwegs und habe nur selten einen vernueftigen I-net Zugang. Heute habe ich nun endlich das Glueck mal wieder in mein Depot zu schauen. Insgesamt ja alles ganz positiv, bis auf NN. Habe auch schon in mein Onlinedepot geschaut, da finden sich aber noch keine Polyus-Anteile. Wie sieht es bei euch aus? waere ueber eine kurze zusammenfassung sehr dankbar.
die Polyusanteile werden erst eingebucht sobald Polyus an der Börse notiert ist...im März oder April hiess es auf der Homepage irgendwo http://www.polyusgold.com/eng/ http://www.nornik.ru/en/ die Einschätzung des Wertes von Polyus schwankt zwischen 6-7$ bei Aton und 20$ bei ner anderen russischen Finanzfirma
: Keine staatliche Übernahme von "Norilsk Nickel"
geplant (ob man das glauben soll??)
Die Information über eine mögliche Übernahme des Bunt- und Edelmetallproduzenten "Norilsk Nickel" vom russischen Staat ist in den zuständigen Ministerien offiziell dementiert worden.
Wie die britische "The Times" am vergangenen Samstag unter Berufung auf in Moskau tätige angesehene Bankers berichtete, "kann der Staat in den nächsten zwei Jahren das Hüttenunternehmen ‚Norilsk Nickel' wieder unter seine Kontrolle bringen". Nach Quellen in der britischen Zeitung wird für den Kauf höchstwahrscheinlich das staatliche Diamantenmonopol ALROSA genutzt, dem ein Kredit eingeräumt werden solle. "Dem russischen Finanzministerium sind solche Pläne nicht bekannt, und der Leiter der Behörde und Vorsitzende des Aufsichtsrates der Aktiengesellschaft ALROSA, Alexej Kudrin, hatte früher mehrmals solche Berichte, wie der in ‚The Times', zurückgewiesen", sagte der Sprecher des Finanzministers, Gennadi Jeschow, am Montag in einem RIA-Novosti-Gespräch.
Wie ein leitender Mitarbeiter des russischen Ministeriums für Wirtschaftsentwicklung und Handel der RIA Novosti mitteilte, "hat die Regierung keine solchen Pläne".
Der Zeitungsbericht wurde auch im Ministerium für Industrie und Energiewirtschaft nicht bestätigt. (RIA)
MOSCOW. Jan 18 (Interfax) - Shareholders in Arctic mining and smelting giant MMC Norilsk Nickel (RTS: GMKN) and Alrosa (RTS: ALRS), Russia's Yakutia-based diamond monopoly, have discussed a possible merger, Alexander Khloponin, governor of the Krasnoyarsk territory, said on local radio. "There was a meeting at which the idea of a merger between Norilsk Nickel and Alrosa was discussed, but no concrete decisions have yet been reached. The issued has been discussed once, at the level of shareholders," said Khloponin, a former top-manager at Norilsk Nickel. "These are absolutely different companies, and one of them must go through the international standards compliance procedure. So there's no prospect of a merger on the near future," Khloponin said. Khloponin unveiled a possible merger scheme. "Shareholders of Alrosa, on the one hand, and Norilsk Nickel, on the other, are discussing, at various levels, including at the levels of the companies themselves, possible approaches to a merger in which 25% of the merged company would remain state-owned and the shareholders would own the other 75%," Khloponin said. Norilsk Nickel's share prices started grow within minutes of the news that the merger discussion took place. This was the first official acknowledgement of rumors of a merger, which have been circulating on the market for several months. Neither company was willing to make official comment on the information. "This information is in the rumor category and we don't comment on rumors," Sergei Chernitsyn, Norilsk's PR manager, told Interfax. Interfax was unable to obtain additional comment from Khloponin himself. Norilsk Nickel's share prices went up 1.2% on the MICEX Stock Exchange to 2,184 rubles from 2,159 rubles a share by 1.30 p.m., although this was still 0.7% lower than Tuesday's closing price. Analysts welcomed Khloponin's suggestion that the state might own 25% and shareholders the other 75% of a merged company. "This option could suit everybody, both strategically and from the point of view of risks, because the company would stay privately owned, and the oligarch-related risks would be eliminated," an analyst at one investment bank told Interfax. Other analysts said they'd need more information such as the cost of the merger in order to assess the transaction. They also said that Alrosa would need to become more transparent in order to merge. Leading rating agencies have said that an upgrade in Norilsk's ratings is still being hampered by long-term political (in other words oligarch-related) risks. Experts have said they think that the state, which owns Alrosa, could gain control of Norilsk Nickel in a year or two, when the company has been reorganized. Norilsk is currently spinning its Polyus gold mining off arm and expects to complete this operation in the spring of 2006. The federal government is increasing its interest in Alrosa to controlling, and expects to accomplish this by the fall of 2006. Britain's Times newspaper quoted unnamed sources this week as saying that the state could buy back Norilsk Nickel in the next two years via a leveraged buyout, using Alrosa. The Times quoted the head of investment banking at one Moscow bank as saying that "very senior levels at Alrosa are considering the acquisition." The paper also quoted Charles Ryan, chief executive of Deutsche Bank UFG, as saying: "[Vladimir] Potanin [one of Norilsk's two biggest shareholders] might well think it's time to invest his money elsewhere." Ryan noted that Norilsk is being split into two companies, the nickel company and a separate gold company called Polyus, which has assets abroad, the newspaper said. Ryan suggested that Potanin could choose to concentrate on the latter concern, the paper said. The Times said that Potanin's options are limited if he is looking to sell Norilsk Nickel. The paper said Potanin is unlikely to be able to sell Norilsk to a foreign company, and that a takeover by Alrosa would not be easy as the company is smaller than Norilsk and would be hard pressed to find the cash to buy it, if it paid market price. Norilsk, the world's biggest nickel and platinum-group metals producer and Russia's biggest gold producer, had IAS revenue of $7.03 billion and net profit of $1.83 billion in 2004. Potanin, head of the Interros holding, and Mikhail Prokhorov, Norilsk's general director, are the company's main beneficiaries. Alrosa mines 23% of the world's diamonds. The Russian Property Agency currently owns 37% of Alrosa, the Yakutia Property Ministry holds 32% and eight districts in Yakutia own 8%. According to official information, the company's employees own 23% of Alrosa.
themoscowtimes.com Thursday, January 19, 2006. Issue 3334. Page 1.
Khloponin Talks Up Norilsk-Alrosa Merger
By Yuriy Humber Staff Writer Speculation over a government-led plan to merge metals giant Norilsk Nickel with partly state-owned diamond producer Alrosa gained momentum on Wednesday as the former head of Norilsk, Alexander Khloponin, confirmed talks had taken place.
The possibility of a merger has attracted much attention in recent weeks and has been interpreted as a state move to gain greater control over the metals sector, which saw a run of murky privatizations in the 1990s.
In addition to confirming talks between the companies, Khloponin, who is now governor of the Krasnoyarsk region, said the deal was being closely monitored by the Kremlin.
"Believe me, today the president and the government are strictly controlling the situation," Khloponin said, adding that "no attempts to sell [Norilsk] assets abroad will take place."
Both Norilsk Nickel and Alrosa declined to comment. A number of market watchers said Khloponin's comments had been used to manipulate Norilsk's stock price.
Officials at the Finance Ministry -- whose head, Alexei Kudrin, is also Alrosa board chairman -- said they were at a loss to comprehend what shareholder negotiations Khloponin was referring to.
"In the Finance Ministry, such initiatives were not discussed, nor in other ministries, as far as I am aware," Andrei Saiko, a spokesman for the Finance Ministry, said Wednesday.
Shares in Norilsk fell by 1.2 percent on MICEX on Wednesday, marking a 15 percent drop since the start of the year.
Vielleicht übernimmt der Staat ja doch - sieht so aus als ob der Markt das aber nicht übel findet hmmm. Wenns so lauft wie bei Gazprom - ich hab nichts dagegen!!
10:23 GMT, Jan 20, 2006 Latest Headlines... Key Norilsk port returns to normal after severe temperature drop
MOSCOW. Jan 20 (Interfax) - MMC Norilsk Nickel's (RTS: GMKN) key port in Dudinka has now returned to normal after abnormally low temperatures disrupted its operations, the port administration told Interfax. Restrictions had to be imposed on the use of cranes as temperatures plummeted to between 40 and 50 below zero on the Taimyr Peninsula. This reduced the amount of cargo being shipped. Norilsk Nickel's Arctic Branch said it did not expect the severe cold to disrupt the overall schedule of works or navigation in general. The temperature in the region has now risen to 19 degrees below zero. "All restrictions on cargo handling have been lifted. And ships are being loaded on schedule. Four ships are currently being loaded," Norilsk Nickel's press office said. "Things have returned to normal. Of course the severe cold disrupted the port's operations, but it will fulfill its plan and everything is now going to schedule. It would appear that consumers have not been affected either. Viktor Morozov, general director or Murmansk Commercial Seaport (RTS: MSCP), told Interfax that shipments from Dudinka did not decline in the period.
MOSCOW. Jan 24 (Interfax) - Interros has reduced its stake of common shares in Norilsk Nickel (RTS: GMKN) to 0.2% from 6.79%, Norilsk Nickel said in a press release. However, the Invest holding company has increased its stake in common shares to 6.59% from zero, the release says. "This is an internal transaction at the Interros group and the stakes of Vladimir Potanin and Mikhail Prokhorov, Norilsk Nickel's main shareholders, remain unchanged," a Norilsk Nickel spokesman told Interfax.