Marakand Minerals Share Discussion Threads

[cezary] 27/4/2006 11:03

I cant see outcome no3 as its already in the works for this happen with the Uzbeks...

[nobull] 27/4/2006 09:50

Yes, assuming an 80% chance OXS will grab all the upside in MKD for itself, and 20% it won't (leave the MKD listing intact) then the outcomes look like this (all very subjective these assumptions)

Outcome No. 1 We hit the Khandiza jackpot (5 to 10 times?) 0.8 x 0.2 = 16% chance
Outcome No. 2 Oxus forces all of us to convert and we double our money on Oxus as a result of Khandiza getting the go-ahead: 0.8 x 0.8 = 64%
Outcome No. 3 Khandiza JV is not approved and we suffer losses: 20% chance

[giant steps] 26/4/2006 17:47

nobull - 'we may still be beaten to the Khandiza jackpot by Oxus itself'

Very true, and to this point i have directly acquired some more Oxus shares
so i can play it both ways, which is different from converting !

Will hold Marakand throughout this debacle.

[nobull] 26/4/2006 17:40

Well not me, I still hold. I think the probability of success on the JV approval is about 80% (20% is for something completely unforeseen preventing approval?). Yes GS, I am keener on this stock, but I am not buying any more. The fact President IK received Lord Salisbury (whoever he is) was encouraging too. I was wrong about the resource figures for URL. They are quoted on the same basis as MKD (both use a 2% cut-off. Do they use lower and lower cut-offs as the metals bull market continues?). While financing (at a reasonable price) shouldn't be a problem for MKD , there is no certainty it won't be a problem for URL. I intend not to be fooled into thinking the recent rise in MKD has anything to do with the likelihood of Khandiza getting approved: it is more to do with the rise in the gold price and OXS's rise? Thanks (GRGK? or Zaphod?)for posting the article about Khandiza possibly going into production in 2007. All positive signs but we are not out of the woods yet, and of course we may still be beaten to the Khandiza jackpot by Oxus itself.

[cezary] 26/4/2006 13:34

gs...it seems some people lack patience

[giant steps] 26/4/2006 11:10

RAB looks aggressive with acquiring 2.95m in OXS (stake now 22.95%)

OXS poised to advance, should be pulling MKD

MKD 26.5p - 28.5p
OXS 84.0p - 84.5p

To preserve 3 for 1 deal MKD bid should advance to 28p

[eriktherock] 25/4/2006 16:41

Not a bad day for the subsidiary.

[the drewster] 25/4/2006 16:39

Tough to predict a minnow like this, so open to manipulation and as ever the PI will be the last ot find out.
Looks good on what is known, but it's always what isn't (publicly) that will determine where it goes. (Oooh I can be such a cynic!)

[giant steps] 25/4/2006 16:35

Closing prices

MKD 26.5 - 28.5p
OXS 84.5 - 85.0p

Tomorrow should see a healthy advance on MKD, imo

[giant steps] 25/4/2006 15:17

OXS share price still looks poised to go stronger, MKD should follow

3 for 1 ratio preserved

MKD 26.0-27.5p
OXS 80.5-81.5p

[giant steps] 25/4/2006 10:47

Judging by the over 6m trades showing on OXS, OXS share price looks set to surge

MKD share price should be pulled up, lets see.

[cezary] 25/4/2006 10:10

Jock...Looked at their web site...

If this is the company we are talking about, and nowhere does it say they have subsidiary companies buying out and developing Commodity Companies. They are strictly Fund managers. If I am wrong in my analysis, let me know.

[jockthescot] 25/4/2006 09:57

Cezary,

could you add a bit more meat to that. Not 100% what that means.

cheers

Jock

[cezary] 25/4/2006 09:50

My understanding of the 'Strategic Investment Group' is that they are strictly fund managers and are not into buying/developing resources.

[zaphod99] 25/4/2006 09:28

This news, posted by grgkecer on the OXS board:



25.04.2006 13:01
New investor of "Jerooy" gold mine agreed with all requirements of Kyrgyz government
Bishkek, April 25. (KABAR). A new investor of "Jerooy" gold mine agreed with all requirements of Kyrgyz government. President of the "Kyrgyzaltyn" JSC Almazbek Jakypov told at a press conference at the "Kabar" Agency that the new investor is "Global Gold" Company, registered in Austria and created specially for "Jerooy". The company is subdivision of financial and investment consortium "Strategic Investment Group".

A.Jakypov informed that "Global Gold" agreed to increase the share of Kyrgyzstan in authorized capital in JV on development of "Jerooy" till 40%. Before, Kyrgyzstan had 33% share in authorized capital of Norox Mining Company (England).

It is necessary to note that reserves of "Jerooy" have been estimated at 70 tons of gold. The license of "Norox" was taken aside for non-fulfillment of the agreement's conditions.

[cezary] 25/4/2006 09:02

Jock....What news???

[jockthescot] 25/4/2006 08:49

not with the news today Cee Man!

[cee man] 25/4/2006 08:29

Maybe Marakand will pull up the price of oxus

c

[giant steps] 25/4/2006 08:27

Can't see 'small' MKD holders accepting 3 for 1 deal

MKD 27-29p
OXS 79-80p

[phillis] 25/4/2006 07:30

BlueY - LOL!
For me P means portable.
Sayonara

[otd] 24/4/2006 22:11

tee man, great find. Thanks!

[eriktherock] 24/4/2006 17:37

Just dropping in to say well done guys. Glad for you that I was wrong.

[blueyonder] 24/4/2006 16:45

Phillis, try for the free laptop, they are easier to carry than a PC.

[Abuse team] 24/4/2006 16:15

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